Samsung Electronics ranked second with a share of 8.1, Huawei third, Lenovo fourth and Dell fifth. In addition, Bubugao electronics, HP, Xiaomi, Hon Hai Precision and HP enterprises ranked among the top 10.
According to the report, the top 10 OEMs’ semiconductor spending increased by 10% in 2020, accounting for 42% of the total market, up from 40.9% in 2019. The ranking of the top 10 chip buyers in 2020 remains unchanged compared with that in 2019.
Gartner research director Masatsune Yamaji said: “there are two main factors that affect the semiconductor expenditure of the top OEM in 2020, that is, the COVID-19 pandemic and the Sino US conflict.”
“COVID-19 pandemic has weakened demand for mobile phone 5G, and disrupted vehicle production, but has promoted demand for mobile PC and video games, as well as investment in cloud data centers. In addition, the rise in memory prices in 2020 will lead OEM manufacturers to increase their chip spending for the whole year. “
Apple will continue to maintain its position as the world’s largest semiconductor customer in 2020, mainly due to the continued success of airpods, the special demand for Mac and iPad, and the growth of NAND flash consumption.
“The increased demand for Mobile PCs and tablets due to working from home has greatly boosted the production of Macs and iPads,” Yamaji said “Apple’s transition to MAC products will start in the second half of 2020.”
Huawei substantially reduced its semiconductor spending in 2020, down 23.5% from 2019. Among the top ten companies, Xiaomi’s expenditure will grow the most in 2020, reaching 26%.
Gartner said Xiaomi’s smartphone business was least affected because of its sales model driven mainly by online channels throughout the pandemic. The sanctions against Huawei have enabled Xiaomi to gain more market share in the smartphone market.
Xiaomi has achieved great success in a variety of consumer Internet of things devices, including smart TV, wearable devices and smart home appliances, which also increases its semiconductor spending in 2020.