Samsung Electronics and Apple both dominated semiconductor demand in
2012, although Samsung overtook Apple as the top worldwide semiconductor
customer, according to Gartner.
Samsung and Apple together consumed US$45.3 billion of semiconductors in
2012, representing an increase of US$7.9 billion from 2011, and 15% of total
semiconductor demand, Gartner said. The the total semiconductor market decreased
by 3% overall in 2012.
"Although Samsung and Apple continue to go from strength to strength,
other leading electronic equipment makers fared less well, and six of the top 10
reduced their demand in 2012," said Masatsune Yamaji, principal research analyst
at Gartner. "In addition to a weak macroeconomic situation, a dramatic change in
consumer demand contributed to a reduction in semiconductor demand in
2012."
"The
PC market still represented the largest sector for chip demand, but desktop and
mobile PCs did not sell well, as consumers' interest shifted to new mobile
computing devices like smartphones and tablets," Yamaji continued. "This shift
caused a substantial decrease in semiconductor demand in 2012, as the
semiconductor content of a smartphone or a tablet is far less than that of a
PC."
The
top 10 companies demanded US$106.4 billion of semiconductors in 2012, accounting
for 36% of total semiconductor vendors' worldwide revenues of US$297.6 billion,
Gartner indicated. Of the top 10 companies, Nokia's semiconductor demand
contracted most.
"While
the growth of new mobile computing devices, notably smartphones and tablets, has
not fully compensated for the drop in the semiconductor demand from the PC
market, the data center and communications infrastructure market will keep
driving semiconductor demand," Yamaji noted. "The limited computing and storage
resources of new mobile computing devices will be compensated for by cloud
computing services with light application software."
"Price
competition between smartphone and tablet vendors was severe in 2012, as
hardware differentiation was very difficult to achieve," Yamaji observed.
"Innovations in device hardware will soon be copied by competitors, as
semiconductor vendors will soon provide commercial SoC (system-on-chip),
software and reference designs to hardware vendors needing to catch up with
innovative market leaders. Semiconductor vendors must aid, or at least monitor,
the hardware innovations of the market leaders."
|
Top 10
semiconductor design TAM* by company worldwide, 2012
(US$b)
| ||||||
|
Rank
2011 |
Rank
2012 |
Company
|
2011
|
2012
|
2011-2012 growth
|
Share
|
|
2
|
1
|
Samsung Electronics
|
18.6
|
23.9
|
28.9%
|
8.0%
|
|
1
|
2
|
Apple
|
18.8
|
21.4
|
13.6%
|
7.2%
|
|
3
|
3
|
HP
|
16.0
|
14.0
|
(12.7%)
|
4.7%
|
|
4
|
4
|
Dell
|
9.9
|
8.6
|
(13.4%)
|
2.9%
|
|
8
|
5
|
Sony
|
7.7
|
7.9
|
1.9%
|
2.7%
|
|
7
|
6
|
Lenovo
|
7.8
|
7.8
|
0.3%
|
2.6%
|
|
6
|
7
|
Toshiba
|
7.8
|
6.5
|
(17.1%)
|
2.2%
|
|
9
|
8
|
LG
Electronics
|
6.5
|
6.0
|
(6.7%)
|
2.0%
|
|
11
|
9
|
Cisco
|
5.4
|
5.4
|
(0.8%)
|
1.8%
|
|
5
|
10
|
Nokia
|
8.6
|
5.0
|
(42.6%)
|
1.7%
|
|
Others
|
199.7
|
191.1
|
(4.3%)
|
64.2%
| ||
|
Total
|
306.8
|
297.6
|
(3.0%)
|
100.0%
| ||
* Total
available market. Design TAM represents the total silicon content in all
products designed by a certain electronic equipment manufacturer or in a certain
region
Source: Gartner, compiled by Digitimes, January 2013
Source: Gartner, compiled by Digitimes, January 2013
No comments:
Post a Comment