It's too bad we can't get a more definitive picture on the enthusiast side of things cos of all the component people that go into making a whole rig.
Then u got the 1 component upgrade factor.
It would be a slanted view of things to try and make a patched listing of the various bigger players in the component industry. But to our own experiences of seeing smaller component-retailers closing down, finding it the hardest to cope with the sways of sales, and the losses reported by the likes of nVidia - $147m for Q408, AMD - $1.4b, Intel (from what I can make from their Q408) show an income of $234m -90% on Q407 (-24% on the whole of 08 v 07), although they don't purely reflect component sales, they aren't exactly christmas party material.