Samsung and Apple Continue to Lead as Top Global Semiconductor Customers in 2014: Gartner

 "The competitive landscape of the electronic equipment manufacturers and the semiconductor demand map were stable in 2014, but the slowdown in Samsung Electronics' design TAM can be considered a big trend change," said Mr. Yamaji. "Samsung Electronics and Apple remained the top two, but their combined growth underperformed the total semiconductor market growth in 2014. The impact from these two giants is still huge, but it is becoming weaker while Chinese electronic equipment manufacturers, such as Lenovo and Huawei, significantly increased their importance as semiconductor chip buyers in 2014."

 The cycle of an inflated boom and the obsolescence of electronic equipment are becoming faster, and it is also much more difficult for leading companies to maintain their position for a long time.

"It is inevitable that price competition between smartphone and media tablet vendors will become fiercer in the coming years, as hardware differentiation has been difficult to achieve. The pace of commoditization is accelerating, which leads to Chinese electronic equipment manufacturers growing fast," said Mr. Yamaji.

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