Gartner Research

Market Trends: Smartphone OEM Semiconductor Spending Is Driven by Apple, Samsung and China

Published: 23 June 2014

ID: G00264074

Analyst(s): Masatsune Yamaji , Roger Sheng , Jon Erensen


The smartphone market is one of the fastest-growing and largest markets for semiconductor chip vendors, but this growth is realized primarily by three forces: Apple, Samsung Electronics and thriving Chinese vendors.

Table Of Contents


Market Trend

  • Two Top Vendors Represented 57% of Semiconductor Design TAM in Smartphone Market
    • Two Giants Lead Semiconductor Spending Growth
  • Regional Trend: New Smartphone Brands in Emerging Countries Rely on Chinese Manufacturers
  • Market Structure Trend: Two Relevant Sales Layers for Battlefield in Smartphone Market
    • Reference Designs Are Important Sales Channels for General-Purpose Semiconductor Chip Vendors
    • Smartphone OS Providers Are Another Key Target

Contrarian View

  • A DIY Smartphone Standard Might Change Competitive Landscape of Smartphones and Associated Components

Vendors to Watch

  • Apple
  • Google
  • Huawei
  • Lenovo
  • MediaTek
  • Microsoft
  • Qualcomm
  • Samsung Electronics

Gartner Recommended Reading

©2021 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner’s prior written permission. It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by Gartner’s Usage Policy. Gartner prides itself on its reputation for independence and objectivity. Its research is produced independently by its research organization without input or influence from any third party. For further information, see Guiding Principles on Independence and Objectivity.

Already have a Gartner Account?

Purchase this Document

To purchase this document, you will need to register or sign in above

Become a client

Learn how to access this content as a Gartner client.