Samsung Electronics and Apple remained the top semiconductor buyers in 2015, representing 17.7 percent of the market, according to Gartner, Inc. Together the two companies consumed $59.0 billion of semiconductors in 2015, an increase of $0.8 billion from 2014.
"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% of semiconductor chip vendors' worldwide revenue in 2015. This was down from 37.9% in 2014, which was worse than the semiconductor industry's global total decrease of 1.9%.
Gartner says the market decline happened partly because HP spun off its enterprise business, which bumped Toshiba from the top 10. However, 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 stabilize their business growth with a mass-marketing approach, says Yamaji.