This year wireless semiconductor spending 55.4 billion US dollars more than PC

IHS iSuppli released a report today that there are new signs that the technology industry has shifted from PCs to mobile communications and wireless. In 2011, in the purchase of semiconductors from original equipment manufacturers (OEMs), the amount of purchases from mobile communications and wireless will be More than PC. Due to the rapid increase in sales of smartphones and tablets, OEMs purchased a total of $55.4 billion worth of semiconductors for wireless devices in 2011, an increase of 10.7% from $50.1 billion in 2010. In contrast, OEMs spent US$53.1 billion to purchase computer semiconductors, a slight increase of only 1.2% over 2010 of US$52.5 billion.

In 2011, wireless equipment became the largest semiconductor procurement market. By the next year, the advantages of wireless device purchases will also increase, as high-tech companies are paying more attention to mobile networking equipment.

iSuppli analyst Wenlie Ye said in the report: "With Apple's iPhone and iPad as a pioneer, the demand for smart phones and tablet devices surged. It promoted the rise of wireless device semiconductor sales, including baseband chips, application processors, and removable storage. With the entire PC With the slowdown in sales growth, the scale of the semiconductor industry will tilt toward the wireless sector."

Wireless semiconductor spending mainly refers to semiconductor spending that OEMs purchase for mobile devices, covering mobile phones, smart phones, and multimedia tablets. It also includes wireless infrastructure such as routers and base stations.

Computer semiconductors include computer chips such as notebooks, desktops, and server chips, as well as computer peripherals such as hard disk drives and printers.

In the past few years, wireless semiconductors and computer semiconductors competed for the market. For example, wireless semiconductors prevailed in 2008 and 2009. In 2010, computer semiconductors prevailed.

In 2011, Apple became the world's largest OEM semiconductor buyer for the first time, exceeding HP. Although Apple and Hewlett-Packard struggled in the computer field for many years, their business was fundamentally different. Apple is more like a wireless device maker. In 2010, its chip budget was nearly 61% for wireless products for the iPhone and iPad. In contrast, HP's 2010 chip spending was 82% related to computers, such as desktops, laptops and servers.