CONSUMER ELECTRONICS Sub-scetor
Trends in PC hardware & mobile handset companies and their supply chains
Industry Spiderweb analysis maps related companies (competitors & suppliers) to create a more comprehensive picture of what is changing in an industry that could drive future stock price performance for key players. Competitor monitoring & supply chain analysis is a key tool in identifying long and short ideas for top hedge funds. Changing operating conditions often appear in a few short lead time companies before others, allowing investors to apply "information transfer" in forecasting where stock prices may move for other competitors. Similarly, global supply chains mean that accelerating or decelerating operating conditions can often be reflected in customer order expansions or cuts for suppliers before they appear in downstream share prices. Monitoring news, P/E ratio & estimate trends for suppliers is useful in identifying turning points in customer companies.
Players by subsector & region
Descriptions & relationship
Monthly sales tracking for key suppliers
Tiled Charts to visually compare
Chart P/E & EPS trends across Suppliers & Competitors
Global Consumer Electronics Industry Spiderweb: key players and read throughs
Click to enlarge map and view companies by activity and country/region. This map can provide discovery on alternate opportunities in this highly globalized and inter-related industry. Various suppliers can provide intelligence on trends likely to be seen by the brands in future reporting.
Key Player Descriptions
Known Supplier relationships indicated with logos
Key Competitors in consumer electronics
Apple, Inc engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other variety of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises of China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, Apple Care, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in 1977 and is headquartered in Cupertino, CA.
Samsung Electronics Co
Samsung Electronics Co., Ltd. engages in the manufacturing and selling of electronics and computer peripherals. The company operates through following business divisions: Consumer Electronics, Information Technology & Mobile Communications and Device Solutions. The Consumer Electronics business division provides cable television, monitor, printer, air-conditioners, refrigerators, washing machines and medical devices. The Information Technology & Mobile Communications business division offers handheld products, communication systems, computers and digital cameras. The Device Solutions business division comprises of memory, system large scale integrated circuit and light emitting diode. The company was founded on January 13, 1969 and is headquartered in Suwon, South Korea.
HP, Inc. is now ranked #2 by market share (~20%) in PCs/Laptops. Official description is that they engage in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following business segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.
Dell Technologies Inc
Dell Technologies, Inc. is a holding company, which engages in the provision of information technology hardware, software, and service solutions through its subsidiaries. It operates through the following segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment consists of sales to commercial and consumer customers of desktops, thin client products, and notebooks. The VMware segment provides compute, cloud management, networking and security, storage and availability, and other end-user computing offerings. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.
Lenovo Group Ltd
Lenovo Group Ltd. is a well known mid price point consumer electroics brand known for its laptops in particular (Rank #1, 21% mkt share , 74m units shipped in 2021) and with a growing gaming division. Officially they state they engage in the development, manufacture and marketing of technology products and services. It operates through the following segments: Solutions and Services Group, Intelligent Devices Group, and Infrastructure Solutions Group. Its products include personal computers, workstations, servers, storage, smart televisions, and mobile products such as smartphones, tablets, and applications. The company was founded in 1984 and is headquartered in Hong Kong.
Key Suppliers in consumer electronics
(logos indicate known supply relationship)
Supplies 50% of the logic chips in the world. Leads node development. Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.
Intel Corporation is most known for its logic semiconductor chips inside many PCs laptops etc. It also produces memory semis. Their offical description is that they engage in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center Group (DCG), Internet of Things Group (IOTG), Non-Volatile Memory Solutions Group (NSG), Programmable Solutions (PSG), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCG segment includes workload-optimized platforms and related products designed for enterprise, cloud, and communication infrastructure market. The IOTG segment offers compute solutions for targeted verticals and embedded applications for the retail, manufacturing, health care, energy, automotive, and government market segments. The NSG segment constitutes of NAND flash memory products primarily used in solid-state drives. The PSG segment contains programmable semiconductors and related products for a broad range of markets, including communications, data center, industrial, military, and automotive. The All Other segment consists of results from other non-reportable segment and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.
Advanced Micro Devices, Inc engages in the provision of semiconductor businesses. It operates through the following segments: Computing & Graphics, and Enterprise, Embedded and Semi-Custom. The Computing and Graphics segment includes desktop and notebook processors and chipsets, discrete and integrated graphics processing units, data center and professional GPUs and development services. The Enterprise, Embedded and Semi-Custom segment includes server and embedded processors, semi-custom System-on-Chip products, development services and technology for game consoles. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.
Hon Hai Precision
Known as Foxconn, Hon Hai Precision Industry Co., Ltd. engages in the manufacture of consumer electronics for the major brands such as Apple (iphone), HP laptops etc. The company is also involved in the design, development and manufacturing of nanotechnology, heat transfer, wireless connectivity and material sciences products. Its products include robotics, cables, connectors, and personal computer components. The company was founded by Terry Gou on February 20, 1974 and is headquartered in New Taipei, Taiwan.
Wistron Corp. is a majr outsourced manufacturing partner for the major consumer electronics brands incl Apple, Dell, HP, Lenovo & Samsung. They engage in the provision of support services related to design, manufacturing, and after-sales service for information and communication technology products. It specializes in notebooks and tablet computers, smart mobile phones & handheld mobile devices; in-one desktop computer, television & monitors, internet calls; servers & network storage devices, industrial rugged computers, green recycling solutions; display technology such as backlight modules, liquid crystal display modules, touch screen and optical bonding services and education technology service solutions. The company was founded on May 30, 2001 and is headquartered in Taipei, Taiwan.
Pegatron Corp. is a major outsourced manufacturer of consumer electronics for the large brands such as Apple, Dell, HP etc. They engage in the research, development, design, manufacturing, and maintenance services of information, communications, and consumer electronics. Its products include notebooks, desktop personal computers, motherboards, video graphics arrays, cable modems, set-top boxes, smartphones, game consoles, tablet personal computers, automotive electronics, and smart home devices. The company was founded on June 27, 2007 and is headquartered in Taipei, Taiwan.
SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.
Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute & Networking Business Unit (CNBU), Mobile Business Unit (MBU), Storage Business Unit (SBU), and Embedded Business Unit (EBU). The CNBU segment includes memory products sold into cloud server, enterprise, client, graphics, and networking markets. The MBU segment offers memory products sold into smartphone and other mobile-device markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets, and other discrete storage products sold in component and wafer forms. The EBU segment consists of memory and storage products sold into automotive, industrial, and consumer markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978, and is headquartered in Boise, ID.
NVIDIA Corp engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU), Tegra Processor, and All Other. The GPU segment comprises of product brands, which aims specialized markets including GeForce for gamers; Quadro for designers; Tesla and DGX for AI data scientists and big data researchers; and GRID for cloud-based visual computing users. The Tegra Processor segment integrates an entire computer onto a single chip, and incorporates GPUs and multi-core CPUs to drive supercomputing for autonomous robots, drones, and cars, as well as for consoles and mobile gaming and entertainment devices. The All Other segment refers to the stock-based compensation expense, corporate infrastructure and support costs, acquisition-related costs, legal settlement costs, and other non-recurring charges. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in January 1993 and is headquartered in Santa Clara, CA.
MediaTek Inc. is a Taiwanese fabless semiconductor company that provides chips for wireless communications, high-definition television, handheld mobile devices like smartphones and tablet computers, navigation systems, consumer multimedia products and digital subscriber line services as well as optical disc drives. Headquartered in Hsinchu, the company has 25 offices worldwide and was the third largest fabless chip designer worldwide in 2016. Mediatek was founded in 1997. The company also provides its customers with reference designs. MediaTek became the biggest smartphone chipset vendor with 31% market share in Q3 2020. MediaTek’s strong performance in regions like China and India helped it become the biggest smartphone chipset vendor.
Novatek Microelectronics Corp is mainly engaged in the manufacture of electronic components, information software services and international trade. The Company's main products include flat-panel display drive wafers and system-on-chip (SOC) wafers. Flat-panel display drive wafers mainly include large-size liquid crystal display (LCD) and active matrix organic light-emitting diode (AMOLED) panel drive wafers, LCD touch and touch controller and display drive integration (TDDI) and AMOLED drive wafers for mobile phones, and automotive panel drive wafers. SOC wafers include LCD panel timing control wafers, digital TV system control single wafers, LCD monitor control wafers, motion estimation and motion compensation (MEMC) image processing wafers, driving recorders, image sensor wafers for reversing display, security control wafers, image sensor wafers for external computer cameras.
Analyze trends in Forward EPS estimates, P/E ratios and resultant share prices across related companies
Brand vs suppliers: Examine one of the consumer electronics brands and their suppliers on the same chart to look for divergent trends.
Brand vs Brand: Compare the consumer electronics brands against each other or suppliers against each other.
Sub-industry comps: Analyze by sub industry such as Logic Semiconductors (TSMC, AMD, Intel, NVIDIA); Memory (Samsung, Micron, SK Hynix); Assembly & Components (Hon Hai Precision, Wistron, Pegatron, Mediatek, Novatek etc),
Add securities on left menu ("+ Add security") to compare competitors and suppliers together. Add or change data series (eg change to Consensus Fwd Revenue) via "+ Data Series". To remove a data series or security, click the "X" next to it.
Taiwan IT Supply Chain Trend Analysis
HQ Tip: Taiwanese companies lodge monthly revenue updates with the exchange. These allow identification of changes in the growth profile of areas of demand from the major consumer electronic brands. Use the button below to access the Taiwan MOPS system and search by company, after selecting the Top Menu Option "Operating Statements". You can also access their investor relations material for greater detail.
Components & PCs
Outsourced Assembly & Testing
IoT & EV components
2357 - Asus Tek (PC/Laptops)
2382 - Quanta Computer (Laptops, servers)
4966 - Parade Tech (hi speed ICs)
2308 - Delta Elec (power supplies)
6669 - Wiwynn Corp (server)
2356 - Inventec Corp (server, smart devices)
2317 - Hon Hai Precision (Foxconn) *
3231 - Wistron Corp (+servers)
4938 - Pegatron Corp
2360 - Chroma ATE
2330 - Taiwan SemiC. Manuf. (TSMC)
2454 - Mediatek (+smart speakers)
3034 - Novatek
2379 - Realtek
2395 - Advantech (IoT SI)
2457 - Phihong (EV charger)
3665 - Bizlink (EV cables, charger)
3003 - KS Terminals (EV charger)
Share Price Chart Tiles
Easily compare trends across related company's share prices
Assembly & Components
Lenovo Group *
Hon Hai Precision (Foxconn) *
Wistron Corp *
Pegatron Corp *
Taiwan Semiconductor Manuf (TSMC)
Advanced Micro Devices (AMD)
* Companies listed in Taiwan, Japan, Singapore and Hong Kong stock exchanges can only be charted on the Kyofin platform due to data licenses
Consumer Electronics Brands
Taiwan Semiconductor Manufacturing (TSMC)