INCREASED SALES OF PCs TO BUSINESSES and consumers helped Hewlett-Packard and Dell hold on to their number one and two positions as the leading OEM purchasers of semiconductors last year. HP spent $11.0 billion on semiconductors in 2003 and Dell bought $10.2 billion worth, according to a report from iSuppli's OEM Semiconductor Spending Analysis service.
Six of the top 10 OEM buyers boosted purchases by double-digit percentages (see the figure). HP was up 11.9% and Dell rose 21.1%. Increased purchases at Nokia (up 23.7%), Samsung (21.4%), and Motorola (10.8%) resulted from a spike in sales and production of mobile handsets during the fourth quarter of 2003, says iSuppli.
Hitachi recorded the biggest increase, 27.1%, as the Japanese economy and electronics industry staged recoveries. The only top 10 company to spend less on semiconductors last year was Siemens, with a 0.6% decline.
The continued growth of electronic production in China kept the Asia/Pacific region the top destination for semiconductor shipments, with 40.4% going to the area. Shipments to the Americas and to the Europe/Middle East/Africa (EMEA) region actually declined last year.
Besides the worldwide report, four regional reports covering the Americas, EMEA, Japan, and Asia/Pacific in depth are available. The OEM Semiconductor Spending Analysis will be updated twice in 2004, compared to once in 2003.
iSuppli Corp
www.isuppli.com
INCREASED SALES OF PCs TO BUSINESSES and consumers helped Hewlett-Packard and Dell hold on to their number one and two positions as the leading OEM purchasers of semiconductors last year. HP spent $11.0 billion on semiconductors in 2003 and Dell bought $10.2 billion worth, according to a report from iSuppli's OEM Semiconductor Spending Analysis service.
Six of the top 10 OEM buyers boosted purchases by double-digit percentages (see the figure). HP was up 11.9% and Dell rose 21.1%. Increased purchases at Nokia (up 23.7%), Samsung (21.4%), and Motorola (10.8%) resulted from a spike in sales and production of mobile handsets during the fourth quarter of 2003, says iSuppli.
Hitachi recorded the biggest increase, 27.1%, as the Japanese economy and electronics industry staged recoveries. The only top 10 company to spend less on semiconductors last year was Siemens, with a 0.6% decline.
The continued growth of electronic production in China kept the Asia/Pacific region the top destination for semiconductor shipments, with 40.4% going to the area. Shipments to the Americas and to the Europe/Middle East/Africa (EMEA) region actually declined last year.
Besides the worldwide report, four regional reports covering the Americas, EMEA, Japan, and Asia/Pacific in depth are available. The OEM Semiconductor Spending Analysis will be updated twice in 2004, compared to once in 2003.
iSuppli Corp
www.isuppli.com