Samsung Retakes Title of World's Largest Semiconductor Customer from Apple in 2012

Discussion in ' News Discussion' started by MacRumors, Jan 23, 2013.

  1. macrumors bot


    Apr 12, 2001

    Research firm Gartner today shared its estimates of global semiconductor purchases for 2012, finding that Samsung has retaken the title Apple had gained in 2011 when it leapt over both Samsung and HP. Samsung (28.9% growth) and Apple (13.6% growth) registered as the biggest winners in 2012, as the overall market declined by 3% with Sony (1.9%) and Lenovo (0.3%) being the only other top-ten companies showing positive performance.
    Yamaji pointed to the strong shift to mobile devices as a primary reason for the overall decline in the semiconductor market, with traditional computers that require significantly higher semiconductor content experiencing relatively poor sales in the face of smartphone and tablet popularity.

    Top Ten 2012 Semiconductor Customers (Billions of Dollars)
    Samsung and Apple together now account for over 15% of the world's semiconductor market, up from roughly 12% in 2011.

    Gartner's numbers measure the total silicon content of all products designed by Apple and each of its competitors, a metric known as Design TAM. This is distinct from Purchasing TAM, which would attribute to a given company only the amount actually purchased by the company. As an example of the difference between the two metrics, semiconductors purchased by a third-party manufacturing partner would generally count toward the primary company's Design TAM but not its Purchasing TAM.

    Article Link: Samsung Retakes Title of World's Largest Semiconductor Customer from Apple in 2012
  2. macrumors 65816


    Mar 5, 2003
    Seattle, WA
    So Samsung spent more money on semiconductors? I don't get what this is supposed to tell us. That they buy more units? That they pay more per unit? Seriously, people will write anything these days for click bait.
  3. macrumors 603


    Apr 21, 2003
    The only point I see to this article post is another worthless apple vs samsung flame war.
  4. macrumors 603

    Nov 25, 2009
    Numbers in this table does not tell the whole story. Given the fact that Samsung itself is one of the largest semiconductor manufactures in the World, it means that in total (purchased and it owns chips) Samsung uses way more chips than any other companies. Still some people will probably tell that the numbers of Samsung's "sold" phones/tablets are fake because those are "shipped" units :D
  5. macrumors 68020


    Nov 17, 2012
    Well... That was pointless. Summary: Samsung now buys more semiconductors for their products.
  6. macrumors 603

    Nov 25, 2009
    When Apple was on the top, it was interpreted as the fact that Apple has huge over over suppliers which allows them to get lower component prices. Perhaps now same could be said about Samsung. Also Apple's reduced influence may mean higher component prices (and negative consequences for AAPL)
  7. macrumors member

    Jun 17, 2010
    Breaking news: Samsung sells more washing machines than Apple. Apple stock drops more than 30%!

    Does anyone see the fallacy above?
  8. macrumors 603

    Nov 25, 2009
    At least Samsung does not use chips in their cables (hint: Thunderbolt)
  9. macrumors member


    Aug 26, 2012
    London, England
    I think reading between the lines, one can surmise that Samsung requires a lot more semiconductors than Apple and the reason why the numbers are so close is because of the presumably because of the large discount Samsung Fabs gives Samsung Electronics.
  10. macrumors member

    Jun 21, 2010
    What next, which company buys the most batteries?!
  11. macrumors Pentium

    Jun 22, 2009
    And this is different from several articles that appear here?

    Threads not even about Samsung (or any competitor) wind up being stupid pissing contests
  12. macrumors newbie

    Apr 18, 2011
    They use chips for their fridges/freezers/ovens/microwaves. This is hardly unexpected.
    Until we see an iKettle, it's kinda expected that Samsung will be buying more chips for everything they make.
  13. macrumors 6502a

    Mar 8, 2012
    Reading between the lines, Samsung stands to lose a giant customer as Apple moves to TSMC for semiconductors.
  14. macrumors Pentium

    Jun 22, 2009
    Yes but conversely - when Apple was the chief purchaser - it was "impressive" because Apple only does x,y,z. So naturally the "stat" is of interest. And I believe (sincerely) if Apple was announced to still be on top - there would be some stupid backslapping going on here as if this stat was uber important or revealed anything more than what it does.
  15. macrumors 6502


    Dec 12, 2012
    Winnipeg,Canada/New Delhi India
    :apple: still is on top :cool:
  16. macrumors 65816


    Sep 1, 2010
    :apple: = no2 outside USA, Samsung is kicking :apple: ass with its CHOICE of smartphones , giving the consumer the choice of screen size and form factors is a GOOD THING ,not a bad thing, should :apple: wake up from the torpor its been in since SJs death and gets back to innovating instead of incrementally updating and reacting to the competition it "might" keep its head afloat, other wise its heading back to the dark days of just churning out pretty, expensive, boxes with nothing on them that anyone wants.

    Actually i hope :apple: gets driven out of the smartphone and tablet markets eventually, and gets back to producing and investing in its desktops

    as far as semi conductors go, isnt there only like 3 companies that actually MAKE these things anyway, everyone else just rents their machines
  17. macrumors regular

    Jul 14, 2005
    Please be quiet (**** got blanked). And you used wayy too many :apple: icons for a post.
  18. macrumors 6502


    Dec 12, 2012
    Winnipeg,Canada/New Delhi India
    Really ! Last I read-:apple: still had some 65% profits in mobile space and 60% or more market share in tablets !
  19. macrumors G5


    Nov 25, 2005
    You didn't read the article properly. At about the last third it explains that you are exactly wrong.
  20. macrumors 604

    Sep 17, 2009
    Melbourne, Australia
    TBH it's faster to type "Apple" rather than ":apple:"
  21. macrumors 68030


    Mar 16, 2012
    Manchester, UK
    That was a joke, right?
  22. macrumors 68020

    Jul 8, 2006
  23. macrumors regular

    Oct 13, 2011
  24. macrumors 65816

    Mar 16, 2006
    Sarasota, Florida
    When you thing about how few products Apple makes, even being second is pretty amazing.
  25. duneriderltr450, Jan 23, 2013
    Last edited: Jan 23, 2013

    macrumors 6502


    Sep 20, 2012
    Queue the AAPL is doomed posts in 3...2...1...

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