Apple’s increased semiconductor spending is the result of a number of factors. The company sold more smartphones, and its tablet business was also highly successful in 2011, according to Gartner. The success of the MacBook Air also increased Apple’s semiconductor demand, it said.
Apple spent a total of US$17.3 billion on semiconductors during 2011, compared to US$12.8 billion during 2010, according to Gartner’s estimates.
In general, smartphones, tablets and solid-state drives were the major spending drivers in 2011, according to Gartner.
Samsung remained the second-largest semiconductor purchaser, thanks to its improving fortunes in the smartphone sector. The company’s semiconductor spending grew by 9.2 percent to US$16.7 billion.
With semiconductor products such as memory priced as commodities, PC and phone vendors’ semiconductor spending is related to sales of their finished products.
The shaky PC market pushed HP’s semiconductor spending down. HP was still the largest PC maker in the fourth quarter of 2011, but shipments declined 16.2 percent year-over-year, Gartner recently said. HP spent a total of US$16.6 billion on semiconductors during 2011, compared to US$17.6 billion during the 2010.
Nokia’s semiconductor spending, on the other hand, dropped over 20 percent to around US$9 billion, making it the fifth-largest chip buyer, behind Dell but ahead of Sony (excluding Sony-Ericsson) and Toshiba.
In eighth place was Lenovo, which saw the strongest growth among the top five PC vendors during the fourth quarter, as its shipments grew 23 percent. It also increased its semiconductor spend by 23.7 percent to US$7.5 billion, Gartner estimated.
The top ten semiconductor buyers spent US$105.6 billion, or 35 percent of semiconductor vendors’ worldwide chip revenue, according to Gartner.