It went from No. 6 in 2008 and No. 3 in 2009 as its appetite grew nearly 80% a single year
A report issued Wednesday by IHS iSuppli confirmed what most experts already assumed was true: Apple AAPL has overtaken Hewlett-Packard HPQ and Samsung to become the world’s largest consumer of semiconductors among so-called original equipment manufacturers (OEMs).
According to analyst Wenlie Ye, Apple’s appetite for memory chips grew 79.6% in 2010 and is still growing.
iSuppli’s explanation for how this came to be reads like a page out of Steve Jobs’ playbook: (I quote)