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)