Chips are an important part of electronic products, no matter what kind of electronic products are inseparable from chip devices, as the largest sales of mobile phone products, its components are inseparable from a variety of chips, from SoC to baseband, flash memory, power chips, etc., each link is very critical.
From the actual situation, this is also the case, as the most profitable Apple, every year in the semiconductor chip procurement this piece of money to spend a huge amount of money, this cost is higher than the total revenue of other manufacturers in a year.
Recently, market research institute Gartner released a report, which counted the top 10 list of global chip buyers in 2021.
According to the data released by the report, the total amount of semiconductor procurement by global electronic manufacturers in 2021 is as high as 583.477 billion US dollars, about 3.7 trillion yuan, in this list, Apple alone accounts for 11.7%.
According to the list data, in 2021, Apple spent $68.269 billion in chip purchases, or about 430 billion yuan, ranking first in the world, an increase of 26% over the annual purchase amount.
Apple can have such a significant growth, on the one hand, because the iPhone 12 series and iPhone 13 series are selling well, which has greatly increased the demand for chip procurement, on the other hand, it is also related to Apple's full migration of the Mac to the self-developed M1 series of chips.
From 2020 onwards, Apple has enabled the Arm architecture of the M1 chip, and in 2021 launched the M1 Pro and M1 Max, and these chips need to be produced by TSMC, so it will increase Apple's expenses to a certain extent.
Of course, the most important thing is the best-selling iPhone 12 and iPhone 13 series, driving Apple's demand for chip procurement, Apple's purchase amount is also very exaggerated, to know that Huawei's total revenue in 2021 is 634 billion yuan, and Apple alone spent 430 billion yuan on chip procurement.
Ranked second is Samsung, its chip procurement total of 45.775 billion US dollars, about 290 billion yuan, Samsung can have such a high chip procurement cost is already very scary, after all, Samsung has a full set of chip production lines, many chips are self-sufficient.
Lenovo, ranked third, has a purchase amount of 25.283 billion US dollars in 2021, about 160 billion yuan, and Lenovo is also the Chinese company with the highest chip purchase amount.
In fact, in 2020, the third-ranked manufacturer is not Lenovo, but Huawei, the amount of chips purchased by Huawei in 2020 reached 22.71 billion US dollars, and in 2021, it has dropped to 15.382 billion US dollars, down 32% year-on-year.
Due to the unilateral modification of the chip rules by the United States, which seriously restricted the purchasing power of this company, the result was that Huawei's share of smartphones plummeted and has entered the ranks of others, which is indeed a pity.
However, Huawei's ability to purchase chips has declined, which has greatly stimulated the procurement capacity of other domestic manufacturers, such as OPPO, Vivo and other manufacturers' parent BBK ranked fourth, with a purchase amount of 23.35 billion US dollars, an increase of 63.8% year-on-year.
Xiaomi's purchase of chips has also increased greatly, reaching $17.251 billion, an increase of 68.2% year-on-year, which shows that Chinese companies are still crucial to global semiconductor suppliers.
In the short term, Huawei chips will not be unbanned for the time being, so the amount of Chips purchased by Huawei will decline in 2022, while other domestic manufacturers may have some room for growth, especially after Xiaomi announced the manufacture of cars, the demand for chips will increase.
So for the global chip market, how do you see it, welcome to comment, like, share.