Masahiro Katsutoshi, principal research analyst at Gartner, said: "Samsung Electronics and Apple not only continued to dominate the top runner-championship but also increased their share of overall semiconductor spending in 2017. The two companies have been among the top two since 2011 Position, continue to exert a great influence on the technology and price trends of the entire semiconductor industry. "
Eight of the top 10 companies in 2016 are still among the top 10 semiconductor buyers in 2017. Among them, the top five buyers are Samsung, Apple, Dell, Lenovo and Huawei Remained unchanged (Table 1). LG Electronics returned to the top ten list, ranking ninth; Western Digital is the first time into the list, an increase of 1.7 billion US dollars in semiconductors in 2017. vivo mobile phone parent company backgammon electronic (BBK Electronics) rose one to six, the semiconductor expenditures increased by 5.7 billion US dollars.
DRAM and NAND Flash prices have risen sharply, greatly affecting the rankings of semiconductor buyers in 2017. Most OEM manufacturers, including even big makers, can not avoid the impact of the out-of-stock of memory chips and memory prices during 2017. The situation not only occurs in the memory IC market, but also extends to other semiconductor chip markets, such as microcontrollers and discrete components, as well as the passive components market. On the other hand, successful OEMs are using their own dedicated silicon chips to solve Program for its products to provide market differentiation features.Entrepreneurship ASIC chip spending increases, the future growth of commercial chip makers to form a big risk.
In addition, the top ten OEMs' share of the overall semiconductor market has increased substantially, from 31% ten years ago to 40% in 2017. Gartner predicts that this trend will continue until 2021, the top ten Large OEM manufacturers accounted for the global total semiconductor spending will exceed 45%.
As Masatoshi Masatoshi points out, "As the market share of the top ten semiconductor chip buyers has increased, chipmakers in charge of high-tech product marketing must focus on major customers. In the future, they must give priority to direct sales and technical support to major customers Resources, make good use of online technical support capabilities while outsourcing the support of long-tail customers to third-party partners and resellers. "