Top Semiconductor Buyers 2013 In 2013 there $237.2 Billion USD Spend for Semiconductors. While concentrated based on Buyer, Country and End Use there are still opportunities for Buyers outside to leverage spend based on understanding of their segment. Willam Kohnen January 2014
Top Semiconductor Buyers 2013
Jun 14, 2015
In 2013 there $237.2 Billion USD Spend for Semiconductors. While concentrated based on Buyer, Country and End Use there are still opportunities for Buyers outside to leverage spend based on understanding of their segment. Overall US is still top Buyer, Korea very strong, China growing but Japan still remains more relevant than most may think.
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Willam Kohnen January 2014
Top Semiconductor Buyers 2013
In 2013 there $237.2 Billion USD Spend for Semiconductors. While concentrated based on Buyer, Country and End Use there are still opportunities for Buyers outside to leverage spend based on understanding of their segment.
Willam Kohnen January 2014
Overview
2011 2012 2013
231.7
226.7
237.2
Total Semiconductor Spend(Billion USD)
• 50% of spend was for memory products• Top 10 Worldwide Buyers account for 45% of Buying
Willam Kohnen January 2014
End Use Drivers
End Use SpendWireless 31%
Computer Platforms 22%
Consumer 16%Industrial, automotive, wired communications and computer peripherals.
31%
• Handsets were top category for OEM chip spending in the wireless segment.
• Top Buyers in wireless segment were Apple, Samsung, Huawei, ZTE and LG
Willam Kohnen January 2014
Willam Kohnen January 2014
US Based Companies Still Largest Buyers
US Korean Japan China
54.7
22.2
16 14.4
2013 OEM Semiconductor SpendBy Country
Spend (Billions USD)
Willam Kohnen January 2014
Apple and Samsung Dominant
28%
21%
9%
9%
7%
6%
6%
5%5% 4%
% Spend Among Top 10 2013 Semiconductor Buyers
Apple
Samsung
HP
Lenovo
Dell
Cisco
Sony
Huawei
Panasonic
Toshiba
Willam Kohnen January 2014
Overall Apple and Samsung 22%
22%
78%
Apple and Samsung combined Account for 22% of SpendApple and Samsung Rest All
Still a very large spend outside of Apple and Samsung
Willam Kohnen January 2014
Some Possible Implications
• Clearly spend is concentrated by Buyer, Country and End Use– For equipment producers to semiconductor makers growth and
spending mostly driven by top Buyer and End Use– Top Semiconductor Buyers drive Supply Chain Decisions for
their suppliers. (Location of: Factories, Support, Cost Focus etc)
• However …. Significant spend still exists outside of the leaders– Segments on the “outside” while not offering same growth
maybe more stable and profitable for semiconductor device producers and OEMS (Industrial Analog Applications)
Willam Kohnen January 2014
Buyers Approach
• If you are a Buyer in a concentrated segment wield your leverage to fullest.– Remember there was a time when Nokia and Motorola were
near the top of the list. Things will change.
• If you are a Buyer the other space you still have opportunities to leverage the space you are in.– Do not try to emulate big spenders practices– Leverage your stability or opportunity for suppliers to diversify – It is NOT a given that pricing and support to can not be the
same or similar to that that Apple and Samsung get.
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