Dataquest doesn’t waste any time in drawing up its annual estimates for industry market shares, and the San Jose, California market research outfit already has its preliminary 1992 figures in – and out. As reported (CI No 2,079), Dataquest reckons that Intel Corp won back the blue ribband as the world’s largest chipmaker for the […]
Dataquest doesn’t waste any time in drawing up its annual estimates for industry market shares, and the San Jose, California market research outfit already has its preliminary 1992 figures in – and out. As reported (CI No 2,079), Dataquest reckons that Intel Corp won back the blue ribband as the world’s largest chipmaker for the US from Japan, but Dataquest has analysis of most other sectors.
Chips: the 80486 and a dismal Japanese market zoom Intel to the top spot
In the semiconductor market, Intel Corp’s 26% increase in business jumped it to number one from number three, representing a rise of over $1,000m, fuelled by the staggering demand for 80486s of all kinds. By contrast, the new numbers two and three, NEC Corp and Toshiba Corp, each grew by just 4%, but Motorola Inc, once the flag carrier, also had an exceptional year, growing 22% to $4,600m.
1992 1991 Company 1992 % Share Rank Rank ($m) chge % 1 3 Intel 5,064 26 7.7 2 1 NEC 4,976 4 7.6 3 2 Toshiba 4,765 4 7.3 4 4 Motorola 4,635 22 7.1 5 5 Hitachi 3,902 4 6.0 6 6 Texas Inst 3,052 11 4.7 7 7 Fujitsu 2,583 -5 3.9 8 8 Mitsubishi 2,307 0 3.5 9 10 Philips 2,108 4 3.2 10 9 Matsushita 1,929 -5 2.9 Others 30,266 46.1 Total Semiconductor Rev 65,587 100.0
Dataquest notes that Intel has more than doubled its market share in the last five years, and that Motorola’s growth was down to its non-MOS business, which grew at 16% compared with the industry’s overall growth in the same families of only 1%. The split is now 42.8% for Japanese companies, 41.1% for North American companies, and 16.1% for companies headquartered in other regions. The worldwide semiconductor market grew 9.8% in 1992.
Computers: the numbers betray the inexorable decline of the mainframe
As for computer systems, Dataquest finds that the worldwide market saw a decline of 2.3% to $104,000m in 1992 as the downsizing trend gathered pace in a recession-drenched world economy and with rampant price-cutting and suicidal discounting from list.
Sector Factory 1992 1991 $m Share (%) Share (%) Supercomputer 1,900 1.8 1.9 Mainframe 22,500 21.6 24.9 Mid-range 24,500 23.4 23.6 Workstation 9,000 8.7 8.1 Personal Cmptr 46,500 44.5 41.5
The mid-range segment surpassed the mainframe segment for the first time in the worldwide computer systems markets, although mainframes still account for more than 20% of total computer systems sales. The worldwide mainframe market was hit the hardest, dropping 16% from 1991, to $22,500m, and the rise and rise of the personal computer means that total sales – despite the cut-throat price wars, is within a whisker of mainframe and mid-range combined.
Personal computers: Dell rings bell in the personal computer sector, Dataquest reckons that IBM’s 18.7% slump allowed Apple Computer Inc, up 14.2%, to come within $300m of catching it, while the most stunning performance came from Dell Computer Corp. Compaq Computer Corp grew nearly 19%; but NEC slipped down in terms of market share.
1992 1991 Company Factory 1992 1991 Rank Rank $m Share (%) Share (%) 1 1 IBM 5,800 12.4 16.3 2 2 Apple 5,500 11.9 11.2 3 4 Compaq 3,100 6.6 6.0 4 3 NEC 2,400 5.1 6.4 5 11 Dell 1,600 3.5 1.7 Others 28,500 60.5 58.4 Total 46,500
Mainframes: IBM sees shocking 21% slump
Although IBM Corp is still number one in mainframes, Dataquest estimates that its mainframe revenue slumped a shocking 21% in 1992; the figures appear to exclude disks and other peripherals.
1992 1991 Company Factory 1992 1991 Rank Rank $m Share (%) Share (%) 1 1 IBM 11,800 52.2 55.8 2 2 Fujitsu 2,100 9.4 8.2 3 3 Hitachi 1,700 7.5 7.5 4 4 NEC 1,400 6.3 5.5 5= 6 Unisys 1,300 5.8 4.4 5= 7 Amdahl 1,300 5.8 4.2 Others 2,900 13.0 14.4 Total 22,500
Fujitsu Ltd’s 1992 figure include that of ICL Plc.
Workstations: growth is disappointing
Definitions are difficult, but so far as the workstation market can be defined, Dataquest reckons that it gained only 4.2% in 1992, following a 14.5% gain in 1991, and suggests that the slowdown in revenue was down to the overall mix of workstations shipped shifting towards lower-priced systems, and to the poo
r economic climate in Japan, so that the market crept up to $9,000m, and Dataquest does not reckon that IBM hit its target of $22,500m sales. The top five retained their relative positions, but the top three increased their distance from the pack; Digital Equipment Corp’s performed dismally. Sun Microsystems Inc saw 9.8% growth; Hewlett-Packard Co grew 13%, IBM only 21% against its target of 50%; Silicon Graphics grew sales the most – by 34%.
1992 1991 Company Factory 1992 1991 Rank Rank $m Share (%) Share (%) 1 1 Sun Mic 2,900 31.6 29.9 2 2 Hewlett 1,800 19.8 18.3 3 3 IBM 1,700 18.4 15.8 4 4 DEC 800 9.1 11.8 5 5 Si Gra 600 7.1 5.5 Others 1,300 14.0 18.7 Total 9,000
Dataquest notes that 1992 was the first year in which each of the five top workstation vendors offered RISC-based workstations for under $10,000.
Dollar figures are rounded and do not add exactly; the figures for the mid-range have not arrived yet.
