Top Semiconductor Buyers 2013

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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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Top Semiconductor Buyers 2013

  1. 1. 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
  2. 2. Overview Total Semiconductor Spend (Billion USD) 237.2 231.7 226.7 2011 2012 2013 • 50% of spend was for memory products • Top 10 Worldwide Buyers account for 45% of Buying Willam Kohnen January 2014
  3. 3. End Use Drivers End Use Spend Wireless 31% Computer Platforms 22% Consumer Industrial, automotive, wired communications and computer peripherals. 16% 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
  4. 4. Willam Kohnen January 2014
  5. 5. US Based Companies Still Largest Buyers 2013 OEM Semiconductor Spend By Country Spend (Billions USD) 54.7 22.2 16 US Korean Willam Kohnen 14.4 Japan China January 2014
  6. 6. Apple and Samsung Dominant % Spend Among Top 10 2013 Semiconductor Buyers 5% 5% Apple 4% Samsung 28% 6% HP Lenovo 6% Dell Cisco 7% Sony Huawei 9% 21% 9% Willam Kohnen Panasonic Toshiba January 2014
  7. 7. Overall Apple and Samsung 22% Apple and Samsung combined Account for 22% of Spend Apple and Samsung Rest All 22% 78% Still a very large spend outside of Apple and Samsung Willam Kohnen January 2014
  8. 8. 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
  9. 9. 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. Willam Kohnen January 2014

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