IC top 10 IDM and Fabless 2015 ranking.

[ShintaiDK]

The Apple numbers is messed up due to being shared between Samsung and TSMC.

The 3 biggest growth winners are Apple, HiSilicon and Spectrum. While the 3 biggest growth losers are AMD, Qualcomm and Marvell. Looks good for Chinese companies.

http://www.icinsights.com/data/articles/documents/843.pdf

 

[dark zero]

Someone didn't saw, but Spreatrumm is recovering territory and that is without Intel, however another story is with Rokchip. Seems that their alliace with Intel is not working.

And bad news for nVIDIA... They are getting stuck... If their X1 is not improved, they won't have a good time.

 

[Nothingness]

And bad news for nVIDIA... They are getting stuck... If their X1 is not improved, they won't have a good time.

They had a 6% increase while the fabless sector as a whole got -5%. So yes they are in big trouble with X1.

 

[dark zero]

They had a 6% increase while the fabless sector as a whole got -5%. So yes they are in big trouble with X1.

That is thanks to Maxwell... NVIDIA has CPU and GPU divisions and in CPU are doing bad, but in GPU is godlike

And now look at AMD (- 30%). They are a dissaster in CPU, and only in their GPU are neutral...