Semiconductor Race: Who is leading in TAM and capacity?

According to Gartner, Apple remained the №1 semiconductor chip buyer in 2020, representing 11.9% of the total worldwide market. The top 10 original equipment manufacturers (OEMs) increased their semiconductor spend by 10% in 2020, and accounted for 42% of the total market, up from 40.9% in 2019. The top 10 companies in 2020 remained the same as in 2019. (Laoyaoba, Gartner)

According to IC Insights, each of the top-5 wafer capacity leaders had capacity of at least 1.5M wafer starts per month. The combined capacity of the top 5 companies represented 54% of total global wafer capacity in Dec 2020, up one point from 53% in 2019. For comparison, in the year 2009, the top 10 wafer capacity leaders held 54% of total global capacity and the top five leaders accounted for 36% of capacity. (Laoyaoba, IC Insights)