Samsung Electronics and Apple have, between themselves, accounted for some 15% of the world’s semiconductor demand in 2012. This works out to an increase of $7.9 billion over 2011, with the companies consuming $45.3 billion worth of all semiconductors in the world’s total available market (TAM).
Samsung accounted for slightly more semiconductor usage than Apple in 2012, using 8% of the 15.2% total the two companies consumed. Both Samsung and Apple’s usage increased over 2011 while almost all other major company semiconductor usage declined. The only exceptions were on the parts of Sony and Lenovo.
Nokia saw the largest decline for a single company, dropping by 42.6% of their total semiconductor usage compared to 2011. The PC in 2012 was still the largest consumer overall of semiconductor chips but poor product sales in that sector led to a reduction in demand of 3% for semiconductors globally.
Masatsune Yamaji, principal research analyst at Gartner, said in a statement “While the growth of new mobile computing devices, notably smartphones and media tablets, has not fully compensated for the drop in the semiconductor demand from the PC market, the data centre and communications infrastructure market will keep driving semiconductor demand. The limited computing and storage resources of new mobile computing devices will be compensated for by cloud computing services with light application software.”