Gartner Research

Market Trends: OEM Semiconductor Spending, Worldwide, 2015

Published: 01 December 2015

ID: G00279558

Analyst(s): Masatsune Yamaji

Summary

Growth in the personal electronic device market is slowing, and it will be difficult for even Samsung Electronics and Apple to keep increasing future semiconductor spending. Semiconductor chip vendors need to focus more on small customers from 2016.

Table Of Contents

Introduction

Market Trend

  • Personal Electronic Devices Are Losing the Power to Drive Semiconductor Demand
  • Market Structure Trend
    • Even Strongest Customers Can Be a Risk for Semiconductor Chip Vendors
    • Long-Tail Customers Becoming More Important for Semiconductor Chip Vendors
    • Makers Are Joining Electronics Industry and Generating Consumer IoT Solutions
  • Regional Trend
    • Chinese OEMs Eroding Business of South Korean Giants and Taiwanese ODMs
  • Technology Trend
    • In the IoT Era, Software Vendors and SIs Will Be Important Customers for Semiconductor Chip Vendors

Contrarian View

  • "Make in India" Policy Might Accelerate Semiconductor Demand in India, but Inhibit Chinese Market Growth

Vendors to Watch

  • Apple
  • Samsung Electronics
  • Other Companies to Watch
    • Former Electronics Market Leaders
    • IT Platform Vendors
    • Chinese Electronic Equipment Manufacturers
    • Contract Manufacturers of Electronic Equipment

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