As the semiconductor industry matures and concentrates, so does the markets semiconductor companies are selling into. It is of vital importance for customers to understand the position of their suppliers in the market. Suppliers need to be large enough to have a future in the market and small enough to care about you as a customer.
Mobile Market Exposure
Market shares can be both a competitive strength and a liability. The current memory pricing is so heated by the Data Center consumption that customers in the mobile segment are reducing manufacturing volumes. This impacts other semiconductor manufacturers that are dependent on the mobile segment. The chart shows the non memory revenue to the Mobile market segment in Q2-17.