Jun 27

Apple Becomes World’s Largest OEM Semiconductor Buyer in 2010:

Apple in 2010 bought $17.5 billion worth of semiconductors, a 79.6 percent increase from $9.7 billion in 2009. This represented the highest rate of increase among the world’s Top 10 OEM semiconductor buyers, allowing Apple to rise up two positions to take the No. 1 rank in 2010. Apple in 2009 was the third-largest semiconductor purchaser, behind Hewlett-Packard Co. of the United States and Samsung Electronics Co. Ltd. of South Korea; it was sixth in 2008.

Apple’s surge to leadership in semiconductor spending in 2010 was driven by the overwhelming success of its wireless products, namely the iPhone and the iPad. These products consume enormous quantities of NAND flash memory, which is also found in the Apple iPod. Because of this, Apple in 2010 was the world’s No. 1 purchaser of NAND flash.

My favorite line in the article:

In contrast, global PC shipments grew a relatively weak 14.2 percent in 2010.

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