Samsung und Apple bleiben auch 2015 die größten Abnehmer von Halbleitern

Samsung Electronics und Apple bleiben auch 2015 die größten Einkäufer von Halbleitern und stellen 17,7 Prozent des Marktes, so das IT Research- und Beratungsunternehmen Gartner. Samsung Electronics und Apple haben 2015 zusammen 59 Milliarden US-Dollar für Halbleiter ausgegeben, das sind 0,8 Milliarden US-Dollar mehr als 2014. Samsung und Lenovo, die Unternehmen mit dem größten Wachstum, haben ihr Design TAM 2015 reduziert.


Samsung and Apple Continue to Lead as Top Global Semiconductor Customers in 2015,
According to Gartner

Samsung and Lenovo, Fastest-Growing Companies for the Past Five Years, Decreased Their Design TAM in 2015.

STAMFORD, Conn., 27 January, 2016 — Samsung Electronics and Apple remained the top semiconductor buyers in 2015, representing 17.7 per cent of the market, according to Gartner, Inc. Samsung Electronics and Apple together consumed $59.0 billion of semiconductors in 2015, an increase of $0.8 billion from 2014 (see Table 1).

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»Samsung Electronics and Apple have topped the semiconductor consumption table for five consecutive years, but the growth of Samsung’s design total available market (TAM) was lower than the total semiconductor market in 2014 and 2015,« said Masatsune Yamaji, principal research analyst at Gartner. »Samsung and Lenovo, the fastest-growing companies over the last five years, decreased their design TAM in 2015 and the risk of revenue declines from the strongest customers for semiconductor chip vendors is increasing.«

The top 10 companies bought $123 billion of semiconductors, to account for 36.9 per cent of semiconductor chip vendors‘ worldwide revenue in 2015. This was down from 37.9 per cent in 2014, which was worse than the semiconductor industry’s global total decrease of 1.9 per cent.

Table 1. Preliminary Ranking of Top 10 Companies by Semiconductor Design TAM, Worldwide, 2015 (Millions of Dollars)

 2014 Ranking   2015 Ranking Company 2014 2015  Growth ( %) 2014-2015   

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2015 Market

Share ( %)

1 1 Samsung Electronics 30,989 29,867 -3.6 8.9
2 2 Apple 27,177 29,116 7.1 8.7
4 3 Lenovo 13,743 13,329 -3.0 4.0
5 4 Dell 10,880 10,686 -1.8 3.2
3 5 HP Inc. 15,616 8,634 -44.7 2.6
7 6 Huawei 6,040 7,020 16.2 2.1
6 7 Sony 7,631 6,947 -9.0 2.1
8 Hewlett Packard Enterprise  

0

 

6,473

 

 

1.9

9 9 LG Electronics 5,743 5,533 -3.7 1.7
8 10 Cisco Systems 5,817 5,430 -6.7 1.6
    Others 216,695 210,684 -2.8 63.1
    Total 340,331 333,718 -1.9 100.0

Note: Some columns do not add to totals shown because of rounding.

Source: Gartner (January 2016)

 

The market decline happened partly because HP spun off its enterprise business, which bumped Toshiba from the top 10. Toshiba’s design TAM in 2015 was $4.6 billion, so the top 10 companies in 2014 (including HP Inc., Hewlett Packard Enterprise and Toshiba) represented $127.6 billion of semiconductors in 2015 on a design TAM basis, to account for 38.2 per cent of semiconductor chip vendors‘ worldwide revenue.

As the growth of the personal electronic device market continues to slow, the risk of revenue declines from the strongest customers for semiconductor chip vendors is increasing. Many semiconductor chip vendors, especially general-purpose chip vendors, are trying to reduce the dependency on a limited number of extremely large customers, such as Samsung Electronics, Apple and Lenovo, and are making an effort to diversify their sales targets to the fragmented long-tail small customers, so as to stabilise their business growth with a mass-marketing approach.

»Nine of the top 10 companies in the design TAM ranking for 2014 remained in the top 10 in 2015, but seven of the top 10 decreased their semiconductor demand in 2015,« said Mr Yamaji. »The slowing of Samsung’s design TAM since 2014 should be considered a big trend change. The cycle of an inflated boom and the obsolescence of electronic equipment are becoming faster, and it is also much more difficult for leading companies to maintain their position for a long time. Current winners may not always be the winners in the future.«

More detailed analysis is available in the report »Market Insight: Top 10 Semiconductor Chip Buyers, Worldwide, 2015 (Preliminary).«