Technology
Business
Economics
Finance
Market Analysis
Tobacco
Home Improvement
Digital Advertising
Computer operating systems
Mobile operating systems
Productivity suites
Clouse baselayer
Leadingnode semiconductor fabs
This will be an ongoing thread listing synthetic monopolies (SMs) and their market share, ordered initially by average market cap of the SM:
Computer operating systems:
$MSFT: 76%
$AAPL: 15.3%
Total: 91.3%
Mobile operating systems:
$GOOG: 71.6%
$AAPL: 27.8%
Total: 99.4%
Computer operating systems:
$MSFT: 76%
$AAPL: 15.3%
Total: 91.3%
Mobile operating systems:
$GOOG: 71.6%
$AAPL: 27.8%
Total: 99.4%
Productivity suites:
$MSFT Office 365: 65%
$GOOG Workspace: 19.2%
Total: 84.2%
Clouse base-layer:
$AMZN AWS: 50.8%
$MSFT Azure: 33.8%
$GOOG GCP: 15.4%
Total: 100%
Digital advertising
$GOOG: 50.5%
$META: 25.2%
$AMZN: 8.2%
$MSFT: 2.7%
$AAPL: 1.1%
Total: 87.7%
$MSFT Office 365: 65%
$GOOG Workspace: 19.2%
Total: 84.2%
Clouse base-layer:
$AMZN AWS: 50.8%
$MSFT Azure: 33.8%
$GOOG GCP: 15.4%
Total: 100%
Digital advertising
$GOOG: 50.5%
$META: 25.2%
$AMZN: 8.2%
$MSFT: 2.7%
$AAPL: 1.1%
Total: 87.7%
Leading-node semiconductor fabs:
$TSM: 100% (others including IDMs like $INTC cannot make leading-node chips at the moment)
Home Improvement:
$HD: 19%
$LOW: 12%
Total: 31%
Tobacco:
$PM
$MO
$BTI
Market share is wonky due to geographies, but these are definitely an SM
$TSM: 100% (others including IDMs like $INTC cannot make leading-node chips at the moment)
Home Improvement:
$HD: 19%
$LOW: 12%
Total: 31%
Tobacco:
$PM
$MO
$BTI
Market share is wonky due to geographies, but these are definitely an SM
Payments:
$V
$MA
Was tricky figuring out market share here, if anyone knows pls respond and I'll update this tweet.
Railroads:
$BRK (BNSF): 25.5%
$UNP: 23.9%
$CNI: 15.9%
$CSX: 13.7%
$NSC: 12.2%
$CP: 8.8%
Total: 100%
Ratings agencies:
$MCO: 34%
$SPGI: 49%
Total: 83%
$V
$MA
Was tricky figuring out market share here, if anyone knows pls respond and I'll update this tweet.
Railroads:
$BRK (BNSF): 25.5%
$UNP: 23.9%
$CNI: 15.9%
$CSX: 13.7%
$NSC: 12.2%
$CP: 8.8%
Total: 100%
Ratings agencies:
$MCO: 34%
$SPGI: 49%
Total: 83%
Trash:
$WM: 29%
$RSG: 19%
$WCN: 9%
Total: 57%
Semiconductor equipment:
$AMAT: 14.9%
$ASML: 12.1%
$LRCX: 11.2%
$KLAC: 6.0%
TBF this is misleading, ASML has 100% of EUV market, KLAC, LRCX and AMAT each have products that have 50%+ share, this is their rev/total semi-cap spend
$WM: 29%
$RSG: 19%
$WCN: 9%
Total: 57%
Semiconductor equipment:
$AMAT: 14.9%
$ASML: 12.1%
$LRCX: 11.2%
$KLAC: 6.0%
TBF this is misleading, ASML has 100% of EUV market, KLAC, LRCX and AMAT each have products that have 50%+ share, this is their rev/total semi-cap spend
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