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

Summary

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

Introduction

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

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