There was a list a few months ago of the top 20 semi companies. Intel is always at the top. The top ten was dominated by memory makers as you might guess by the number of computer companies on the list. The highest volume market in the world is for cellular phones which are using more memory chips as 4G phones come to market.
The last paragraph is interesting: "...to achieve the full design-win benefit without establishing a strong distribution network in Asia/Pacific."
I would go as far as saying it is not just the the distribution network in Asia/pacific, it is also the local R&D / product development that need to be put in place to realize more growth and market capture. In fact China insists on this with many foreign investors.
Interesting, but I wonder how accurate some of these numbers actually are given the amount of outsourcing by some of these companies. It is extremely difficult (impossible?) to know how much of some of the other manufacturers purchases were for products being built for each of these. Of course, knowing the BOM for those products and the number built will allow some backward calculations to get there. Overall, the numbers are probably fairly accurate.
Nokia is the one to watch. It's been a tough year of product delays, internal strife, and questioned OS plans and they slipped only slightly. If they get it together their unique approach could give them cache and cash... but another repeat performance of this type of growth rate comparisons and they'll be slipping two spots, not just one. Of course, it is hard for me to imagine their MeeGo strategy bearing substantial fruit in its first year of rollout... and harder still to imagine immediate rewards if they change horses. Stephen Elop has got his work cut out for him.
Second on my watch list is Apple v. Samsung. Apple has serious competition on the smartphone front already realized and CES shows they could see similar in tablets. What a crazy-cool industry.
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