Most people think it is Intel because it receives 20% of the revenues for devices sold—by far the largest company. However, from the perspective of a materials company, Intel does not at all hold your largest potential. It only produces around 3% of the number of chips sold. Its revenues are so large because of the margins on the Intel microprocessors.
Toshiba and Hitachi sell the greatest number of chips, each about 5-6% of the market. They represent they greatest potential market.