Gartner Research

Market Insight: Semiconductor Vendor Scenarios for the Battle Between Apple and Samsung

Published: 30 July 2013

ID: G00247219

Analyst(s): Jon Erensen , Roger Sheng , Samuel Wang , Alfonso Velosa

Summary

Semiconductor vendors need scenarios to prepare for the impact of potential moves by Apple and Samsung as they battle for dominance. In addition, they must consider how major members of the semiconductor value chain such as Qualcomm, Intel, TSMC and ARM will react.

Table Of Contents

Analysis

  • Three Issues Impact Semiconductor Vendor Strategies
    • 1. The Computing Continuum Has Shifted — Smartphones and Tablets Are the new Growth Markets
    • 2. Apple and Samsung Dominate the Semiconductor Value Chain
    • 3. Apple and Samsung Have Key Semiconductor Capabilities and Drive Their BOM

Background and Context

  • The Semiconductor Market Is Mature
  • Samsung Group Has Independent Decision Centers

The Impact

  • Scenario Analysis for Apple and Samsung's Semiconductor Options
    • The Status Quo Scenario
    • The Odd Couple Scenario
    • The Ugly Divorce Scenario
    • The Armageddon Scenario
  • Implications and Potential Action From Other Major Semiconductor Players

Conclusion

Recommended Reading

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