Strategy Analytics Eric Higham

Optical Transceiver Forecast: 2012-2017

Eric Higham — Sun, 28 Apr 2013 23:00:00 GMT

Data consumption continues to grow dramatically. Mobile data has captured the headlines with estimates indicating a growth rate that will result in almost a doubling of data every year. Even with this impressive growth rate, mobile data will is forecast to make up slightly less than 10% of the total by 2016, The balance of this data, representing Internet, broadband, enterprise and video applications will be carried by fiber optic transport networks. In many instances, even the mobile data will enter the fiber transport network at some point in its journey. As a result, network operators and system manufacturers are quickly ramping efforts to increase the capacity of existing networks in response to the tidal wave of demand. After a period of uncertain demand, we believe the optical transceiver market is poised for strong growth.

Keywords: Automotive, Broadcasting, Cable, Cablevision, CATV, Components, Consumer, Consumer Electronics, Defense, Devices, Digital Home, Digital Music, Enterprise, Financial Services, fleet management, Gaming, Government, Handsets, Healthcare, Home Controls, Home Security, Industrial, Infrastructure, Internet Radio, M2M, Manufacturing, Material, Naval, Networks, Online Games, Optical Transport, OTT Video, Professional Services, Public Sector, Service Providers, Services, Smart Energy, Smart Home, Solid-State Lighting, Telecoms, Television, Transport, Utilities, Video, Video Games, Wireless, Fibre-Optic Analog, Opto-electronics

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Capacity Requirements Driving Fiber Optic Market

Eric Higham — Sun, 21 Apr 2013 23:00:00 GMT

Driven by the continuing strong growth in data consumption, the fiber optic market appears to have shaken out of the doldrums of several years of flat to declining revenue growth. The continuing strength of 10Gbps networks, coupled with strong growth in 100Gbps networks will propel the optical transceiver market to an estimated 27.2 million units in 2017, nearly 19% CAAGR. Transceiver revenue will lag unit growth because of price erosion, but will still show a healthy CAAGR of 13%, reaching nearly $11.7 billion in 2017.

Keywords: GaAs, MMIC,CMOS, SiGe, InP, 100Gbps, 40Gbps, 10Gbps, TriQuint, Avago, M/A-COM, Hittite, TOSA, ROSA, optical, transceiver, Fibre-Optic Analog

GaAs Device Industry Closes up in 2012

Eric Higham — Wed, 13 Mar 2013 00:00:00 GMT

Driven by strong growth in the fourth quarter, GaAs device revenue closed 2012 at slightly more than $5.3 billion. This performance propelled revenue to a new record, but the growth rate struggled, falling to slightly below 2%. With the exception of 2009, when the global economy took a sharp dip and the GaAs market fought back to breakeven, the growth rate of 2012 was lower than it has been since revenue in the GaAs device market began a steady upward climb in 2004. With data consumption continuing to climb, short-term prospects for continued growth in the GaAs device market look promising, but there are strong indications that the longer-term future could be rocky.

Keywords: RF & Microwave,Millimetre-wave,Fibre-Optic Analog,Opto-electronics,Substrates Materials & Equipment,Company Analysis & Vendor Share,Industry Review

Compound Semiconductor Industry Review October- December 2012: Optoelectronics, Materials & Equipment

Eric Higham — Mon, 18 Feb 2013 00:00:00 GMT

Softness in the LED and solar markets is still unsettling these segments of the compound semiconductor industry as companies continue to struggle for revenue growth and profitability. The optical components industry is showing positive signs as financial performance improves, product development continues and the segment undergoes some re-shaping. The photovoltaic segment is struggling with companies at all points on the supply chain implementing restructuring efforts.

Keywords: GaN, thin-film, Silicon, GaAs, LED, fiber, optics, CPV, AIXTRON, Veeco Instruments, Finisar, JDSU, laser, ATMI, Oxford Instruments, Riber, Fibre Channel, 100Gbps, 40Gbps, Philips Lumileds, EMCORE, Cree, Oclaro, Bidgelux, IQE, PV, Solar, CdTe, GE, Opnext, Industry Review

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Compound Semiconductor Industry Review October - December 2012: Microelectronics

Eric Higham — Fri, 15 Feb 2013 00:00:00 GMT

Revenue for microelectronics companies in third calendar quarter of 2012 continued to show growth, supporting the belief that the industry will close the year at slightly higher revenue levels. Product developments in GaN for CATV, military and infrastructure applications and SiC for power management applications showed increased activity. Front-end integrations in GaAs and silicon aimed at Wi-Fi, Zigbee and smart energy applications resulted in several product announcements.

Keywords: Industry Review, GaAs, MMIC, Silicon, SiGe, GaN, SiC, optical, fiber optic, handset, wireless, ANADIGICS, RFMD, TrIQuint, M/A-COM, Skyworks, Avago, Hitachi, Freescale, Peregrine, Sony, Agilent, Mitsubishi, Renesas,Hittit, Toshiba

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Compound Semiconductor Industry Review July - September 2012: Optoelectronics, Materials & Equipment

Eric Higham — Mon, 07 Jan 2013 00:00:00 GMT

This entire market segment is still experiencing turmoil as a flattening of the LED market has rippled through to the equipment and material suppliers. The photovoltaic and solar segments continue to experience choppy performance, as some suppliers are seeing growth while others are closing or reorganizing their business. The optical components industry continues to push ahead with product development aimed at higher capacity in response to increasing bandwidth demands.

Keywords: GaN, thin-film, Silicon, GaAs, LED, fiber, optics, CPV, AIXTRON, Veeco Instruments, Finisar, JDSU, laser, ATMI, Oxford Instruments, Riber, Fibre Channel, 100Gbps, 40Gbps, Philips Lumileds, EMCORE, Cree, Oclaro, Bidgelux, IQE, PV, Solar, CdTe, GE, Opnext, Company Analysis & Vendor Share, Opto-electronics, Industry Review

This report is available to purchase with a credit card for $1999

Compound Semiconductor Industry Review July - September 2012: Microelectronics

Eric Higham — Mon, 07 Jan 2013 00:00:00 GMT

Financial results for microelectronics companies in the second calendar quarter of 2012 indicate sequential growth in the market. While this is a positive result, revenue is down versus the same period in 2011, lending credence to the thesis that overall growth in 2012 will be small. Product announcements remain high, with silicon-based CMOS, SiC and GaN-on-silicon developments seeing a lot of activity.

Keywords: GaAs, MMIC, Silicon, SiGe, GaN, SiC, optical, fiber optic, handset, wireless, ANADIGICS, RFMD, TrIQuint, M/A-COM, Skyworks, Avago, Hitachi, Freescale, Peregrine, Sony, Agilent, Mitsubishi, Renesas,Hittit, Toshiba, Industry Review

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GaAs Device Vendor Market Share 2011/2012: North America

Eric Higham — Wed, 19 Dec 2012 00:00:00 GMT

In 2011, the GaAs device industry grew by 6% and closed the year with record revenues of nearly $5.2 billion. An exploding rate of data consumption, more GaAs content in handsets resulting from multiple bands and standards and growing penetration of smartphones continued to be the drivers for the market. While these trends will continue, we anticipate slowing smartphone penetration rates and an uncertain economy will limit growth in the GaAs market to the 2- 4% range.

Keywords: Company Analysis and Vendor Share, revenues, MMICs, modules, discretes, RF Micro Devices, Skyworks, TriQuint, M/A-COM, ANADIGICS, Avago Technologies, Freescale, Raytheon, Fairchild, Velocium, Microsemi, Sirenza

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GaAs Device Vendor Market Share 2011/2012: Asia-Pacific and Europe

Eric Higham — Wed, 19 Dec 2012 00:00:00 GMT

In 2011, the GaAs device industry grew by 6% and closed the year with record revenues of nearly $5.2 billion. An exploding rate of data consumption, more GaAs content in handsets resulting from multiple bands and standards and growing penetration of smartphones continued to be the drivers for the market. While these trends will continue, we anticipate slowing smartphone penetration rates and an uncertain economy will limit growth in the GaAs market to the 2- 4% range.

Keywords: Company Analysis and Vendor Share, revenues, MMICs, modules, discretes, WIN Semiconductor, Eudyna Devices, SEI, Sony, Matsushita, Mitsubishi Electric, NEC, OMMIC, UMS

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Wireless Infrastructure RF Power and Amplifier Device Demand: 2011 - 2016

Eric Higham — Mon, 19 Nov 2012 00:00:00 GMT

Increasing data consumption is forcing operators and equipment manufacturers to a new wireless infrastructure architecture that relies on many, lower power cells to augment the existing macrocell-based networks. This new architecture will result in a yearly growth rate of nearly 24% and the number of new base station sectors will grow to nearly 6.6 million in 2016. The total revenue of RF amplifier devices will grow with a CAAGR of 5% to reach nearly $955 million in 2016 and GaAs-based devices will see the strongest growth, increasing to $347.5 million in 2016.

Keywords: LDMOS, GaAs, GaN, Doherty, DPD, CRF, envelope tracking, bands, LTE, 3G, 4G, active antennas, small cells, Competing Technologies (Non-GaAs), RF & Microwave

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GaAs Market Trends & Results

Eric Higham — Wed, 14 Nov 2012 00:00:00 GMT

The GaAs market is growing and reaching record levels of production and consumption. In the face of growing threats from other technologies and an uncertain global economy, will the GaAs market continue to grow?

Keywords: Market, Trends, Results, epitaxial, substrate, pHEMT, Industry Review, Substrates Materials & Equipment

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Webinar Replay: GaAs Market Trends & Results

Eric Higham — Tue, 13 Nov 2012 00:00:00 GMT

Compound Semiconductor Industry Review April - June 2012: Optoelectronics, Materials & Equipment

Eric Higham — Mon, 29 Oct 2012 00:00:00 GMT

This market segment appears to be experiencing some turmoil as reduced investments by the Chinese government have slowed demand for LEDs and equipment. The photovoltaic and solar segments continue to experience choppy performance, as pockets of demand exist alongside manufacturers scaling back or closing their efforts. The bright spot continues to be product development as companies continue to introduce new products and improve processes.

Keywords: GaN, thin-film, Silicon, GaAs, LED, fiber, optics, CPV, AIXTRON, Veeco Instruments, Finisar, JDSU, laser, ATMI, Oxford Instruments, Riber, Fibre Channel, 100Gbps, 40Gbps, Philips Lumileds, EMCORE, Cree, Oclaro, Bidgelux, IQE, PV, Solar, CdTe, GE, Opnext, Industry Review

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Wireless Infrastructure Market: 2011-2016

Eric Higham — Wed, 17 Oct 2012 23:00:00 GMT

Driven by the deployment of small cells, Strategy Analytics forecasts a sharp ramp in the number of base station sectors used in wireless infrastructure. While conventional macrocells will begin to decline toward the end of the forecast period, metro and picocell sector increases will drive the overall market to reach nearly 6.6 million sectors in 2015, a CAAGR of 24%. The increase of these smaller, lower power cells will push the GaAs market to nearly $348 million in revenue, a CAAGR of 12%.

Keywords: 2G, 3G, 4G, Analog semiconductor, Baseband, Broadband, CDMA, CMOS, Communications, Diode, Fiber, Fixed Mobile Convergence, GaAs, GaN, GPRS, GSM, Handset Data, Handsets, HSPA, HSPA+, iDEN, LDMOS, Linearization, LTE, LTE-Advanced, Microwave, Mi-Fi, MMIC, MM-PA, Mobile Broadband, Mobile Broadband Devices, Mobile Data, Mobile Hotspot, Mobile Internet, Mobile Phone, Mobile Unified Communications, Mobile Video, Mobile Voice, Point-to-Point Radio, Power Amplifier, Power Amplifier-FEM, Radio, RF MEMS, RF Transceiver, Semiconductor, SiGe, Silicon, Small Cell, smartphone, TD-SCDMA, Telecommunications, Tunable RF components, UMTS, VoLTE, WCDMA, WiBro, WiMax, Wireless, Substrates Materials & Equipment

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Compound Semiconductor Industry Review April - June 2012: Microelectronics

Eric Higham — Mon, 01 Oct 2012 23:00:00 GMT

Most of the large microelectronics companies reported financial results during the period and there is no strong trend, lending weight to the premise that 2012 will not see much growth. The Japanese company results indicate there has been some stabilization in that region, but some companies have been slower to recover. In advance of a large industry trade show, development activities, especially in GaN continue to see strong growth.

Keywords: GaAs, MMIC, Silicon, SiGe, GaN, SiC, optical, fiber optic, handset, wireless, ANADIGICS, RFMD, TrIQuint, M/A-COM, Skyworks, Avago, Hitachi, Freescale, Peregrine, Sony, Agilent, Mitsubishi, Renesas,Hittit, Toshiba, Industry Review

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GaAs Industry Outlook 2011-2016

Eric Higham — Wed, 19 Sep 2012 23:00:00 GMT

Defense market requirements for GaAs devices will be dominated by radar applications over the next five years with the implementation of AESA-based systems driving demand. Other opportunities from electronic warfare and communications will drive overall military demand for GaAs devices at a CAGR of around 5 percent with MMIC devices accounting for 96 percent of this demand. The overall $5.2 billion GaAs device market will grow at a CAGR of just over 3 percent through 2016, with the defense sector accounting for 6 percent of demand.

Keywords: Enabling Technologies, 3G, 4G, 60 GHz, Backhaul, CATV, Communications, DECT, Electronic Warfare, Ethernet, Fiber, GaAs, GPS, GSM, HSPA, HSPA+, LTE, LTE-Advanced, MMIC, Point-to-Point Radio, Power Amplifier, Power Amplifier-FEM, Radar, Radio, RF Transceiver, Satellite, Semiconductor, Sensor, Telecommunications, TWT, UAS, UAV, UMTS, WiBro, WiFi, WiMax, Wireless, Wireless Modules, Cable, CATV, Components, Consumer, Defense, Devices, Naval, Satellite, Space, Wireless, ADAS, AESA, AEW&C, Air, Communications, Naval

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GaAs Industry Outlook 2011-2016

Eric Higham — Wed, 19 Sep 2012 23:00:00 GMT

Defense market requirements for GaAs devices will be dominated by radar applications over the next five years with the implementation of AESA-based systems driving demand. Other opportunities from electronic warfare and communications will drive overall military demand for GaAs devices at a CAGR of around 5 percent with MMIC devices accounting for 96 percent of this demand. The overall GaAs device market will grow at a CAGR of just over 3 percent through 2016, with the defense sector accounting for 6 percent of demand.

Keywords: Enabling Technologies, RF & microwave, millimetre-wave, substrates, MMIC, digital, discrete, bulk, epitaxial, cellular, markets, forecast, merchant, captive, telecoms, satcoms, VSAT, DBS, cable, infrastructure, base station

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GaAs Industry Forecast: 2011-2016 (Data Tables)

Eric Higham — Tue, 11 Sep 2012 23:00:00 GMT

After a strong start to 2011, the GaAs device market slowed considerably in the second half of the year. Despite the slowdown, GaAs device revenues grew by nearly 6 percent to reach a record $5.2B. The wireless portion of the market, driven by handset applications continues to be the largest segment of the overall market. Due to slowing smartphone penetration rates and a still uncertain global economy, we expect the GaAs device market will be in for a period of slow growth over the forecast period.

Keywords: Company Analysis & Vendor Share, Industry Review, Substrates Materials & Equipment, Automotive, Broadcasting, Cable, CATV, Components, Consumer, Consumer Electronics, Defense, Devices, Digital Home, Energy, Enterprise, Gaming, Government, Handsets, Healthcare, Home Controls, Home Security, Industrial, Infrastructure, Internet Radio, M2M, Manufacturing, Material, Networks, Optical Transport, OTT Video, Satellite, Service Providers, Smart Energy, Smart Home, Solar Energy, Solid-State Lighting, Space, Telecoms, Television, Transport, Utilities, Video, Wireless

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GaAs Industry Forecast: 2011- 2016

Eric Higham — Tue, 11 Sep 2012 23:00:00 GMT

After a strong start to 2011, the GaAs device market faltered to close out the year with revenues of 5237.1 million, a growth of nearly 6 percent from 2010. An uncertain global economy and slowing smartphone growth rates will rein in growth in the GaAs device market. We forecast GaAs device revenue will grow to $6143.8 million in 2016 and the corresponding total market for GaAs (bulk and epitaxial) substrates will reach $784.0 million in 2016.

Keywords: Company Analysis & Vendor Share, Industry Review, Substrates Materials & Equipment, Automotive, Broadcasting, Cable, CATV, Components, Consumer, Consumer Electronics, Defense, Devices, Digital Home, Energy, Enterprise, Gaming, Government, Handsets, Healthcare, Home Controls, Home Security, Industrial, Infrastructure, Internet Radio, M2M, Manufacturing, Material, Networks, Optical Transport, OTT Video, Satellite, Service Providers, Smart Energy, Smart Home, Solar Energy, Solid-State Lighting, Space, Telecoms, Television, Transport, Utilities, Video, Wireless

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Markets for Semi-Insulating GaAs Epitaxial Substrates: 2011 - 2016

Eric Higham — Tue, 21 Aug 2012 23:00:00 GMT

Despite slowing device growth, the SI GaAs epitaxial substrate market managed to register a small increase in production in 2011. We expect an uncertain economy and declining handset growth rates will limit the pace of growth of GaAs epitaxial substrate production. This slowing demand and price erosion will drop the total SI GaAs epitaxial revenue from an estimated $601 million in 2011 to just under $544 million in 2016.

Keywords: MBE, MOCVD, IQE, Kopin, Epiworks, VPEC, Hitachi Cable, Sumitomo Electric, IntelliEpi, Soitec, Skyworks, Avago, RFMD, HEMT, HBT, AlGaAs, InGaP, Substrates Materials & Equipment

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GaAs Epitaxial Substrates 2011-2016

Eric Higham — Tue, 21 Aug 2012 23:00:00 GMT

Despite slowing device growth, the SI GaAs epitaxial substrate market registered a 2.5% increase in production in 2011. We expect an uncertain economy and declining handset growth rates will limit the pace of growth of GaAs epitaxial substrate production in the future. While we anticipate demand for semi-insulating GaAs epitaxial substrates will increase modestly, this demand will not offset price erosion. This will result in a drop in total SI GaAs epitaxial revenue from an estimated $601 million in 2011 to just under $544 million in 2016.

Keywords: Substrates Materials & Equipment, 3G, 4G, 60 GHz, Analog semiconductor, Automotive, Backhaul, Baseband, Bluetooth, Broadband, Broadcasting, Business Smartphone, Business Tablet, Cable, CATV, CDMA, Cloud, CMOS, Communications, Connected Car, Connected TV, DECT, Digital Media, Digital Television, Diode, DTT, eHealth, Electric Vehicle, Electronic Warfare, EO-IR, Fiber, GaAs, GaN, GPS, Green energy, GSM, Handset Data, Handsets, Home control, Home security, HomeGrid, HomePlug, HSPA, HSPA+, iDEN, Internet Radio, internet video, IP Telephony, LDMOS, LED, Linearization, LTE, LTE-Advanced, M2M, M2M Modules, Mesh Networking, Microwave, MMIC, Mobile Broadband, Mobile Broadband Devices, Mobile Data, Mobile Gaming, Mobile Hotspot, Mobile Internet, Mobile Phone, Mobile Unified Communications, Mobile Video, Modems, Navigation, NFC, Offload, Optical Components, Optical Transport, OTT, OTT Video, Point-to-Point Radio

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Semi-Insulating GaAs Substrate Markets: 2011-2016

Eric Higham — Tue, 17 Jul 2012 23:00:00 GMT

The GaAs market growth of 2010 continued strongly in the first half of 2011, but then fell to close 2011. Slowing growth, coupled with the tsunami and earthquake in Japan conspired to reduce SI GaAs bulk substrate demand by 4% in 2011. We expect slow growth to return to the market, with revenue reaching $220 million in 2016.

Keywords: Automotive, Broadcasting, Cable, CATV, Components, Consumer, Defense, Devices, Energy, Energy Management, Enterprise, Gaming, Government, Handsets, Healthcare, Home Controls, Home Security, Industrial, Infrastructure, Internet Radio, M2M, Manufacturing, Material, Naval, Networks, Optical Transport, Satellite, Service Providers, Smart Energy, Smart Home, Solar Energy, Solid-State Lighting, Space, Television, Transport, Utilities, Video, Wireless, Substrates Materials & Equipment

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SI GaAs Substrates Market: 2011-2016

Eric Higham — Mon, 16 Jul 2012 23:00:00 GMT

The growth of the GaAs market that began in the second half of 2009 continued through the first half of 2011, but faltered in the second half, resulting in a 4% decline in demand for semi-insulating GaAs bulk substrates. Strategy Analytics forecasts that the GaAs bulk substrate market will resume growth in 2012 and grow with a CAAGR of 4% to reach nearly 39000 ksi of area in 2016. Because of declining wafer average selling prices, the value of the market will grow more slowly, reaching an estimated $240 million in 2016.

Keywords: Automotive, Broadcasting, Cable, CATV, Components, Consumer, Defense, Devices, Energy, Energy Management, Enterprise, Gaming, Government, Handsets, Healthcare, Home Controls, Home Security, Industrial, Infrastructure, Internet Radio, M2M, Manufacturing, Material, Naval, Networks, Optical Transport, Satellite, Service Providers, Smart Energy, Smart Home, Solar Energy, Solid-State Lighting, Space, Television, Transport, Utilities, Video, Wireless, Substrates Materials & Equipment

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Future RF Market Opportunities for GaN

Eric Higham — Mon, 02 Jul 2012 23:00:00 GMT

Strategy Analytics held a breakfast session in conjunction with Microwave Journal during the IMS 2012 conference held in Montreal, Canada this year. "Where are the Emerging RF Market Opportunities for GaN?" showcased our latest forecasts for the GaN market opportunity as well as perspectives from Cree, Nitronex, NXP, RFMD, TriQuint and UMS on the adoption of GaN technology in both military and commercial markets. While military applications will continue to grow and drive fundamental development, the session confirmed Strategy Analytics viewpoint that we are on the verge of rapidly increasing commercial adoption of GaN technology.

You can also access these presentations on Microwave Journal

Keywords: Competing Technologies (Non-GaAs), 3G, 4G, 60 GHz, Analog semiconductor, Automotive, Backhaul, Broadband, Broadcasting, Cable, CATV, CDMA, CMOS, COTS, Digital Media, Digital Television, Diode, Electric Vehicle, Electronic Warfare, EO-IR, Fiber, Fixed Mobile Convergence, Fixed Telecoms, GaAs, GaN, Green energy, Handsets, HSPA, HSPA+, Hybrid Vehicle, International Rectifier, IPTV, LDMOS, Linearization, LTE, LTE-Advanced, Microwave, microwave circuits, Mobile Broadband, Mobile Broadband Devices, Mobile Data, Mobile Video, Optical Transport, OTT, OTT Video, Point-to-Point Radio, Power Amplifier, Power Amplifier-FEM, Radar, Satellite, Semiconductor, SiC, SiGe, Silicon, Small Cell, TD-SCDMA, Telecommunications, UAV, UMTS, WCDMA, WiMax, Wireless

This report is available to purchase with a credit card for $1999

Compound Semiconductor Industry Review April 2012: Optoelectronics, Materials & Equipment

Eric Higham — Mon, 25 Jun 2012 23:00:00 GMT

The large reduction in LED investment by the Chinese government is continuing to ripple through the optoelectronic equipment segment as lower levels of backlog fuel much lower revenue. Leading equipment manufactures AIXTRON and Veeco Instruments reported significant revenue declines. The photovoltaic and solar segments continue to experience choppy performance, as pockets of demand exist alongside manufacturers scaling back their efforts.

Keywords: GaN, thin-film, Silicon, GaAs, LED, fiber, optics, CPV, AIXTRON, Veeco Instruments, Finisar, JDSU, laser, ATMI, Oxford Instruments, Riber, Fibre Channel, 100Gbps, 40Gbps, Philips Lumileds, EMCORE, Cree, Oclaro, Bidgelux, IQE, PV, Solar, CdTe, GE, Opnext, Opto-electronics, Industry Review

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Compound Semiconductor Industry Review April 2012: Microelectronics

Eric Higham — Sun, 17 Jun 2012 23:00:00 GMT

Several large microelectronics companies reported financial results in April, with the most interesting developments being a double-digit yearly revenue decline at RFMD and flat revenue at Mitsubishi and Fujitsu. The Japanese company results are important because the fiscal year included all the post-earthquake aftermath and seems to indicate manufacturing may be stabilizing in Japan. GaN development activity and funding continues at a brisk pace.

Keywords: GaAs, MMIC, Silicon, SiGe, GaN, SiC, optical, fiber optic, handset, wireless, ANADIGICS, RFMD, TrIQuint, M/A-COM, Skyworks, Avago, Hitachi, Freescale, Peregrine, Sony, Agilent, Mitsubishi, Renesas,Hittit, Toshiba, Industry Review

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Compound Semiconductor Industry Review March 2012: Optoelectronics, Materials & Equipment

Eric Higham — Sun, 27 May 2012 23:00:00 GMT

After a disappointing few months, announcements from the optoelectronics, material and equipment supply chain seem to be showing a rebound. Financial reports for companies at the front-end of the chain are showing growth or are trending upward. Product development at optical component and equipment manufacturers continues to show significant activity at 40Gbps and above as the transport network tries to keep pace with increasing data consumption.

Keywords: GaN, thin-film, Silicon, GaAs, LED, fiber, optics, CPV, AIXTRON, Veeco Instruments, Finisar, JDSU, laser, ATMI, Oxford Instruments, Riber, Fibre Channel, 100Gbps, 40Gbps, Philips Lumileds, EMCORE, Cree, Oclaro, Bidgelux, IQE, PV, Solar, CdTe, GE, Opnext, Fibre-Optic Analog, Industry Review, RF & Microwave

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Compound Semiconductor Industry Review March 2012: Microelectronics

Eric Higham — Thu, 24 May 2012 23:00:00 GMT

With the timing of financial reporting and product announcements in advance of February's Mobile World Congress tradeshow, March was a quiet month. The announcements indicate that the industry is still devoting resources to process developments with several reports of SiC, SiGe and SoI advances. The product developments addressed emerging opportunities in the ISM bands and higher frequency ranges.

Keywords: Fibre-Optic Analog, Industry Review, RF & Microwave, GaAs, MMIC, Silicon, SiGe, GaN, SiC, optical, fiber optic, handset, wireless, ANADIGICS, RFMD, TrIQuint, M/A-COM, Skyworks, Avago, Hitachi, Freescale, Peregrine, Sony, Agilent, Mitsubishi, Renesas,Hittit, Toshiba

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GaAs Industry Overview and Forecast 2010-2015

Eric Higham — Tue, 01 May 2012 23:00:00 GMT

This presentation, recently given at the CS Mantech Conference in Boston, MA takes a look back at some of the trends that resulted in 2010 being a banner year for the GaAs device industry and how those trends influenced 2011 results. Wireless market segments and mobile handsets in particular continue to be the largest segments of the GaAs device industry, so it is no surprise that the largest GaAs device manufacturers in 2010 and 2011 participated heavily in these market segments. Even though GaAs device revenue growth slowed in 2011, we anticipate the drivers are in place to keep growth in 2012 around historical averages for the market.

Keywords: 2G, 4G, 60 GHz, Analog semiconductor, Automotive, Backhaul, Broadband, Cable, CATV, CDMA, CMOS, Diode, Electric Vehicle, Electronic Warfare, Fiber, GaAs, GaN, Handsets, HSPA, HSPA+, IPTV, LDMOS, LED, LTE, LTE-Advanced, microwave circuits, MMIC, Mobile Broadband, Mobile Broadband Devices, Mobile Internet, Mobile Phone, Mobile Video, Offload, Optical Components, Optical Transport, Point-to-Point Radio, Power Amplifier-FEM, Radar, Radio, Satellite, Semiconductor, SiC, SiGe, Silicon, Small Cell, smartphone, TD-SCDMA, Telecommunications, UAV, UMTS, WCDMA, WiBro, WiFi, WiMax, Wireless, Industry Review

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Compound Semiconductor Industry Review February 2012: Microelectronics

Eric Higham — Sun, 15 Apr 2012 23:00:00 GMT

February microelectronics announcements saw mostly declining revenue announcements across a wide cross-section of the industry, with only device manufacturer TriQuint bucking this trend. This supports the forecast that the industry will work hard for growth in 2012. In advance of a large wireless trade show, most of the product announcements centered around PAs and modules to address the growing number of handset frequency bands and modes.

Keywords: GaAs, MMIC, Silicon, SiGe, GaN, SiC, optical, fiber optic, handset, wireless, ANADIGICS, RFMD, TrIQuint, M/A-COM, Skyworks, Avago, Hitachi, Freescale, Peregrine, Sony, Agilent, Mitsubishi, Renesas,Hittit, Toshiba, Industry Review

This report is available to purchase with a credit card for $1399