Ruminations on the electronics industry from David Manners, Senior Components Editor on Electronics Weekly.
ARM Creeps Up On x86
ARM vendors are creeping up on x86 vendors in the latest MPU market figures from IC Insights. Eight of the top ten suppliers are ARM-based.
Qualcomm is now the second largest vendor of MPUs with a 9.4% market share with Samsung (+Apple) as No.3 on 8.2% market share, while AMD has dropped back to fourth place with an MPU market share of 6.4%.
Of course the lion’s share is taken by Intel with a 65% share which dipped by only 1% in 2012. Intel’s market share was 68.6% in 2010 and 67.3% in 2011.
Samsung/Apple MPU revenue rose 78% last year to $4.7 billion – 83% of which came from Apple, while Qualcomm grew MPU revenues 28% to $5.3 billion..
However AMD slumped 21% on the back of a slowdown in notebook and desktop personal computer purchases coupled with strong growth in smartphones and tablet PCs. AMD had been No.2 behind Intel since the 1990s. AMD had 9.6% share in 2010 and 8.2% share in 2011.
Top Ten MPU Vendors 2012
The $56.5 billion microprocessor market continued to be the largest single semiconductor product category in 2012, accounting for 22% of total IC sales.
However, microprocessor sales growth slowed to 2% in 2012 following a 19% increase in 2011.
IC Insights is forecasting a 10% increase in total MPU sales in 2013 to $62.0 billion.
During 2012, strong increases in mobile application processors used in cellphones and tablet PCs offset a 6% decline in MPU sales for desktop and notebook PCs, servers, and embedded-processor applications.
Between 2012 and 2017, total MPU sales are projected to grow at a compound annual growth rate (CAGR) of 12%, reaching $97.7 billion in the final year of the forecast.
SoC application processors in cellphones accounted for 22% of worldwide MPU sales in 2012 compared to 14% in 2010, while tablet microprocessors represented 4% of the total in 2012 versus a little under 1% in 2010, which was the year Apple launched its first iPad products and dramatically changed portable computing in the consumer PC market.
Tags: application processors, ic insights, mobile application, smartphones, tablet pcs