The end of Mobile growth
For almost 20 years the semiconductor industry has enjoyed healthy growth rates in the mobile market. First by the rise of the cell phone and its functionality later by the introduction of the smartphone almost a decade ago. Still the largest market, the mobile segment is showing signs of maturity signalling a new market phase. The slowdown of smartphone sales has been hidden by an increase in memory pricing that has given the impression that the mobile market is still growing. Analysing the data reveals that the "other" category of semiconductor companies selling to the mobile market is declining in unit terms.
Memory driven market
The growth rates of semiconductor companies selling to the mobile segment reveal the memory effect. It should be noted that the charts are market charts that do not include internal semiconductor consumption of Samsung nor Apple processors that is not traded freely on the market.