Industry Segment Operations (Tables)

6 Months Ended

Apr. 28, 2019

Segment Reporting [Abstract]

Net sales and operating income (loss) for each reportable segment

Net sales and operating income (loss) for each reportable segment were as follows:

	Three Months Ended					Six Months Ended
	Net Sales		Operating Income (Loss)			Net Sales		Operating Income (Loss)
	(In millions)
April 28, 2019:
Semiconductor Systems	$	2,184	$	579		$	4,452	$	1,210
Applied Global Services	984		283			1,946		568
Display and Adjacent Markets	348		42			855		157
Corporate and Other	23		(128		)	39		(251		)
Total	$	3,539	$	776		$	7,292	$	1,684
April 29, 2018:
Semiconductor Systems	$	2,901	$	992		$	5,753	$	2,016
Applied Global Services	945		279			1,826		534
Display and Adjacent Markets	719		210			1,162		300
Corporate and Other	14		(189		)	43		(343		)
Total	$	4,579	$	1,292		$	8,784	$	2,507

Revenue from External Customers by Geographic Areas

Net sales by geographic region, determined by the location of customers’ facilities to which products were shipped to, were as follows:

	Three Months Ended								Six Months Ended
	April 28, 2019				April 29, 2018				April 28, 2019				April 29, 2018
	(In millions, except percentages)
China	$	993	28	%	$	1,300	28	%	$	1,961	27	%	$	2,264	26	%
Korea	441		13	%	1,232		27	%	1,013		14	%	2,435		28	%
Taiwan	794		22	%	666		15	%	1,450		20	%	1,407		16	%
Japan	520		15	%	502		11	%	1,171		16	%	984		11	%
Southeast Asia	119		3	%	242		5	%	279		4	%	435		5	%
Asia Pacific	2,867		81	%	3,942		86	%	5,874		81	%	7,525		86	%
United States	457		13	%	345		8	%	907		12	%	715		8	%
Europe	215		6	%	292		6	%	511		7	%	544		6	%
Total	$	3,539	100	%	$	4,579	100	%	$	7,292	100	%	$	8,784	100	%

Disaggregation of Revenue

Net sales for Semiconductor Systems by end use application for the periods indicated were as follows:

	Three Months Ended				Six Months Ended
	April 28, 2019		April 29, 2018		April 28, 2019		April 29, 2018
Foundry, logic and other	58	%	30	%	51	%	33	%
Dynamic random-access memory (DRAM)	18	%	32	%	19	%	29	%
Flash memory	24	%	38	%	30	%	38	%
	100	%	100	%	100	%	100	%

Reconciliations of total segment operating income to Applied's consolidated operating income (loss)

The reconciling items included in Corporate and Other were as follows:

	Three Months Ended						Six Months Ended
	April 28, 2019			April 29, 2018			April 28, 2019			April 29, 2018
	(In millions)
Unallocated net sales	$	23		$	14		$	39		$	43
Unallocated cost of products sold and expenses	(86		)	(139		)	(160		)	(257		)
Share-based compensation	(65		)	(64		)	(130		)	(129		)
Total	$	(128	)	$	(189	)	$	(251	)	$	(343	)

Companies accounted for at least 10 percent of Applied's net sales

The following customers accounted for at least 10 percent of Applied’s net sales for the six months ended April 28, 2019, and sales to these customers included products and services from multiple reportable segments.

	Percentage of Net Sales
Taiwan Semiconductor Manufacturing Company Limited	15	%
Intel Corporation	12	%
Toshiba	11	%
SK Hynix Inc.	11	%