With Apple's latest result of 46.3B/Q' ie 64% Q-Q growth , this year their semi consumption is going to go up by another 30% atleast. I am wondering how this will change the semi companies. i.e Does having an radically innovative company like Apple as the top consumer, Will semi companies focus more on radical innovation, instead of the normal incremental innovation?
Tablet and smartphone are the primary driver of the market in 2011. The demand of these products doesn't seem to be slowing down. Samsung no doubt has the highest chance of getting to the top given their board spectrum of products. Apple could stop top the 2012 chart because iPad is still the most wanted product among teenagers.
While reading the title of this article the name that came to my mind for the 2nd place was Samsung. The chart also showed Samsung and HP were not far behind Apple in 2011. Who would be at the top of this list in 2012? I think it would be Samsung again...
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