A study published by IHS iSuppli said that Apple has become the largest buyer of semiconductors of all OEMs in 2010 and will consolidate its lead this year, passing away before HP was previously head of the standings. The Cupertino company has come off the pack thanks to an ever more impressive iPhone and iPad, according Wenli Ye, an analyst at IHS.
In 2009, Apple had bought for $ 9.7 billion semiconductor (approx. 6.5 billion euros at current exchange rates), against 10.3 million (approx. EUR 7 billion) for HP who was first and Samsung ranked second. Nevertheless, in 2010, the year of the release of the iPad, the firm flew. She bought $ 17.5 billion worth of semiconductors (approx.
12 billion), up a whopping 80% from the year before. It is impressive because it is by far the largest increase of all OEMs. By comparison, HP has spent 47.5% more between 2009 and 2010, against 35% for Samsung. The average is around 35% with some exceptions such as LG who only spent 10% more.
IHS estimates that iSuppli, Apple should spend $ 22.4 billion (approx. EUR 15 billion) in 2011 representing an increase of 30%. This remains well above projections of other OEMs. HP should cut spending this year and the Samsung should increase by only 2.8%. Spending by other OEMs are expected to remain between 1% and 2%.
Nokia, Panasonic, LG and Toshiba are expected to reduce theirs. Apple has very different numbers of other major OEM of industry and retail spending accounts for these disparities. In 2010, the company founded by Steve Jobs has become primarily a manufacturer of wireless terminals with 61% of spending on semiconductor for its iPhone and iPad.
Comparatively, 82% of expenditures are for HP's personal computers and servers. Expenses of a business are an indicator of demand. More important it is, an OEM will manufacture more products and more he will have to buy components. If one adds the indicator to overall financial results, we can then have an overview of the relevance of an organization's economic model compared to the rest of the industry.
In October 2010, Apple announced quarterly and annual results excellent with an increase in its quarterly revenue by 67%. Even then, we pointed out that the main factor in this increase was the sale of iPhone (see "Apple breaking records and Jobs to loose"). HP also increased its financial results, but to a lesser extent (see "HP is fine for now") and is its server and business activity that was mainly drawn up (see " Servers: HP than IBM ").
The firm's Palo Alto nevertheless seems to be following the transformation of Apple and become as a society geared towards the world of wireless terminals. In 2010, it bought Palm to $ 1.2 billion. She has since presented smartphones and tablets and began to develop its new mobile strategy.
What does it mean? It is not to provide an exhaustive list of all the implications of this study, neither the changes that have occurred since 2010. Nevertheless, we find that the passage of Apple's iPhone and iPad is a success that allowed him to become the largest OEM in the world in terms of expenditure in semiconductor, past HP, the leading manufacturer of PC the world.
The three largest OEM (Apple, HP and Samsung) are all investing heavily in mobile terminals and 2010 was a symbolic year for the first time that sales of smartphones have exceeded those of PC. The Post-PC era that likes to talk about Steve Jobs seems to materialize. This does not mean that PCs are dead or obsolete, but just that times change and that the tablets and other mobile products are transforming the habits of the average consumer, which is reflected by a change in demand and OEM spending.
Companies that had the most success at this time appear to be those that are shaping this new era. 
In 2009, Apple had bought for $ 9.7 billion semiconductor (approx. 6.5 billion euros at current exchange rates), against 10.3 million (approx. EUR 7 billion) for HP who was first and Samsung ranked second. Nevertheless, in 2010, the year of the release of the iPad, the firm flew. She bought $ 17.5 billion worth of semiconductors (approx.
12 billion), up a whopping 80% from the year before. It is impressive because it is by far the largest increase of all OEMs. By comparison, HP has spent 47.5% more between 2009 and 2010, against 35% for Samsung. The average is around 35% with some exceptions such as LG who only spent 10% more.
IHS estimates that iSuppli, Apple should spend $ 22.4 billion (approx. EUR 15 billion) in 2011 representing an increase of 30%. This remains well above projections of other OEMs. HP should cut spending this year and the Samsung should increase by only 2.8%. Spending by other OEMs are expected to remain between 1% and 2%.
Nokia, Panasonic, LG and Toshiba are expected to reduce theirs. Apple has very different numbers of other major OEM of industry and retail spending accounts for these disparities. In 2010, the company founded by Steve Jobs has become primarily a manufacturer of wireless terminals with 61% of spending on semiconductor for its iPhone and iPad.
Comparatively, 82% of expenditures are for HP's personal computers and servers. Expenses of a business are an indicator of demand. More important it is, an OEM will manufacture more products and more he will have to buy components. If one adds the indicator to overall financial results, we can then have an overview of the relevance of an organization's economic model compared to the rest of the industry.
In October 2010, Apple announced quarterly and annual results excellent with an increase in its quarterly revenue by 67%. Even then, we pointed out that the main factor in this increase was the sale of iPhone (see "Apple breaking records and Jobs to loose"). HP also increased its financial results, but to a lesser extent (see "HP is fine for now") and is its server and business activity that was mainly drawn up (see " Servers: HP than IBM ").
The firm's Palo Alto nevertheless seems to be following the transformation of Apple and become as a society geared towards the world of wireless terminals. In 2010, it bought Palm to $ 1.2 billion. She has since presented smartphones and tablets and began to develop its new mobile strategy.
What does it mean? It is not to provide an exhaustive list of all the implications of this study, neither the changes that have occurred since 2010. Nevertheless, we find that the passage of Apple's iPhone and iPad is a success that allowed him to become the largest OEM in the world in terms of expenditure in semiconductor, past HP, the leading manufacturer of PC the world.
The three largest OEM (Apple, HP and Samsung) are all investing heavily in mobile terminals and 2010 was a symbolic year for the first time that sales of smartphones have exceeded those of PC. The Post-PC era that likes to talk about Steve Jobs seems to materialize. This does not mean that PCs are dead or obsolete, but just that times change and that the tablets and other mobile products are transforming the habits of the average consumer, which is reflected by a change in demand and OEM spending.
Companies that had the most success at this time appear to be those that are shaping this new era.
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