Author: Eric Higham


Publication Date: 6月 13 2016


Pages: 44


Report Type: Report, Word



 高级半导体

Compound Semiconductor Industry Review: January - March 2016




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Report Summary:

Financial results in the overall compound semiconductor market are generally positive. Skyworks continues to grow and optical companies are seeing strong growth. In advance of OFC, optical product announcements show the unmistakable trend to higher data rates.

Table of Contents

3.1     Company Results  8

3.1.1       Qorvo Revises Revenue Guidance for Fiscal 2016 Third Quarter 8

3.1.2       MACOM Reports Revenue $115.8 Million for First Quarter 8

3.1.3       Microsemi Reports First Quarter of Fiscal Year 2016 Results  8

3.1.4       Skyworks Exceeds Q1 FY16 Expectations  9

3.1.5       SEI Reports Q3 FY ’15 Financials  9

3.1.6       Qorvo Reports Q3 FY’16 Financials  9

3.2     Contracts  9

3.2.1       MACOM and AOI Collaborate for Datacenter Transceivers  9

3.2.2       Qorvo 802.11ac PA MMICs Power Linksys Wi-Fi Platforms  9

3.2.3       Qorvo Expands Smartphone Platform Support 10

3.3     New Products  10

3.3.1       Pasternack Introduces Rackmount Variable Gain RF Amplifier 10

3.3.2       Qorvo Adds Two 802.11ac Modules for High-Definition Streaming Market 10

3.3.3       Anokiwave Extends X-band Quad Core IC Family for AESA Radars  10

3.3.4       Skyworks Expands Suite of SkyLiTE Frontends  11

3.3.5       Skyworks Family of Solutions Targets the Connected Home  11

3.3.6       Mini-Circuits Develops MMIC Mixer 11

3.3.7       Advantech Wireless Announces SapphireBlu Solid State Power 12

3.3.8       Custom MMIC Expands LNA Offerings  12

3.3.9       Qorvo Expands Family of RF Fusion Modules  12

3.3.10     Custom MMIC Develops Driver Amplifier 13

3.3.11     Mini-Circuits Develops MMIC Amplifier from 1.5 to 6.0 GHz  13

3.3.12     Qorvo Offers Expands DOCSIS 3.1-ready Reverse Path Amplifier Family  13

3.3.13     Anokiwave Introduces X-Band Front End IC  13

3.4     Other 14

3.4.1       GaAs Labs Terminates Offer for Shares of ANADIGICS  14

3.4.2       MACOM Announces Teaming Agreement with Northrop Grumman  14

3.4.3       II-VI to Acquire EpiWorks and ANADIGICS  14

3.4.4       Arrow Electronics Acquires Discontinued Products from Hittite Microwave  14

3.4.5       Wavetek Providing High-Volume Manufacturing Services to POET  15

3.4.6       Broadcom Completes Transaction with Avago Technologies  15

3.4.7       II-VI Increases Offer to Acquire Anadigics to $0.73 per Share  15

3.4.8       Anadigics Amends Merger Agreement 16

3.4.9       Keysight Announces InP Chipsets for 100+ GHz Oscilloscopes  16

3.4.10     San'an Optoelectronics to Acquire GCS  16

4.1     New Products  17

4.1.1       Ampleon Develops LDMOS RF Power Transistor Family  17

4.1.2       Advantech Wireless Develops Lighter Block Upconverter 17

4.1.3       Fujitsu Develops GaN Power Amplifier for W-Band Wireless Transmissions  17

4.1.4       MACOM Announces GaN Power Transistors for Base Stations  17

4.1.5       Advantech Wireless Launches Second-generation GaN SSPAs  18

4.1.6       Norsat Introduces Ku-Band Block Upconverter & Solid State Power Amplifier 18

4.1.7       Richardson RFPD Introduces LDMOS RF Power Transistor from NXP  18

4.1.8       Ampleon Develops RF Transistor for Asymmetrical Doherty Applications  18

4.1.9       Fairchild Releases SiC Diode for Solar Inverters  19

4.1.10     Advantech Wireless Launches 50W Ku-band SSPB/BUC  19

4.1.11     RFMW Announces Power Doubler from Qorvo  19

4.1.12     Transphorm Introduces 650V GaN FET  20

4.1.13     Comtech PST Announces X-Band Solid State Power Amplifiers  20

4.2     Other 20

4.2.1       Plextek RFI Adds GaN PA Expert 20

4.2.2       Qualcomm & TDK to Provide RF Front-ends for Mobile Devices  20

4.2.3       Mitsubishi Electric Develops Microwave Heating System   21

4.2.4       Wolfspeed Powers Gruppo Battery Chargers  21

4.2.5       EPC Addresses Augmented Reality & Autonomous Vehicles Markets  21

4.2.6       Lockheed Martin Receives Contract for AN/TPS-77 AESA Radars  21

4.2.7       Wolfspeed Shipped GaN RF Devices Surpassing 1.3GW Output Power 22

4.2.8       Cobham & RFHIC to Develop New GaN Solid State Radar 22

4.2.9       GE Aviation to Develop SiC-based Power Electronics for US Army  22

5.1     Company Results  23

5.1.1       Infineon Reports Q1 FY ’16 Financials  23

5.1.2       NXP Semiconductors Reports Fourth Quarter & Full-Year 2015 Results  23

5.1.3       Renesas Reports Q3 FY ’16 Financials  23

5.1.4       TowerJazz Reports Q4 and FY ’15 Financial Results  23

5.1.5       Atmel Reports Q4 and FY ’15 Financial Results  24

5.2     New Products  24

5.2.1       RFaxis Expands Portfolio of CMOS RF Front-End ICs for IoT  24

5.2.2       Microsemi Achieves AEC-Q100 Grade 1 Qualification  24

5.2.3       RFaxis Announces Additional CMOS RF Front-End ICs for IoT  24

5.2.4       Microsemi Announces 100W PIN Diode Switch Element 25

5.2.5       Peregrine Expands RF Digital Step Attenuator Family  25

5.2.6       Peregrine Semiconductor Announces High Linearity Mixer 26

5.2.7       Skyworks Launches Dual-band Matched SP4T Wi-Fi Switch  26

5.2.8       CWS Launches SiPEX Productivity Tool for RF SOI Designs  26

5.2.9       ams Announces Interoperable PDK  26

5.3     Other 27

5.3.1       NXP Radar Introduces 77 GHz Transceiver 27

5.3.2       Microsemi Announces Expiration of the HSR Waiting Period  27

5.3.3       Microsemi Completes Acquisition of PMC-Sierra  27

5.3.4       Microchip Technology to Acquire Atmel 27

5.3.5       NXP to Expand Product Creation Center in Arizona  27

5.3.6       SEMI Launches Integrated Packaging Assembly & Test Group  28

5.3.7       Another Record Year for Silicon Wafer Shipment Volumes in 2015  28

5.3.8       e2v Becomes Worldwide Supplier of Peregrine RF Products for Space  28

5.3.9       HRL Laboratories Claims First GaN-CMOS Transistor 28

5.3.10     GLOBALFOUNDRIES Joins Imec to Develop Low-power RF for IoT  29

5.3.11     TSMC Details Earthquake Impact, Updates 1Q'16 Guidance  29

5.3.12     Imec & VUB Present LTE Tuneable Balance Network  29

5.3.13     Imec & Vrije Universiteit Present Compact Transmitter 30

5.3.14     EU INSIGHT Project to Develop III-V Nanowire-based CMOS-on-silicon SoC  30

5.3.15     ON Semiconductor Extends Tender Offer to Acquire Fairchild Semiconductor 30

5.3.16     Peregrine Semiconductor RF Switches Penetrate the Cable Industry  31

5.3.17     Mercury Systems to Acquire Three Businesses from Microsemi 31

5.3.18     TSMC & Nanjing Sign 12-inch Fab Investment Agreement 31

6.1     Financial 32

6.1.1       GigOptix Increases Fourth Quarter & Fiscal 2015 Revenue Outlook  32

6.1.2       Cree Reports Financial Results for the Second Quarter of Fiscal Year 2016  32

6.1.3       Oclaro Announces Second Quarter Fiscal Year 2016 Financial Results  32

6.1.4       EMCORE Corporation Announces Financial Results for First Quarter 2015  32

6.1.5       GigOptix Reports Fourth Quarter 2015 & Fiscal Year 2015 Results  33

6.1.6       Finisar Reports Third Quarter Results  33

6.2     Datacom   33

6.2.1       II-VI Expands Manufacturing Assembly Capacity for 980nm Pump Lasers  33

6.2.2       Infinera Names Head of Subsea Business Group  34

6.2.3       Source Photonics Ships 10,000th Single-mode 100G QSFP28 Module  34

6.2.4       Infinera Appoints Altera Veteran to Board of Directors  34

6.2.5       TeraXion High-Speed Photonics Components Division Acquired by Ciena  34

6.2.6       Mitsubishi Electric Develops 10G DWDM EML-TOSA Optical Transmitter 34

6.2.7       Mitsubishi Electric Develops Multibeam Multiplexing Technology  35

6.2.8       Socionext & Fujitsu Develop 56 Gbps Transceiver 35

6.2.9       Tokyo Institute of Technology & Fujitsu Develop CMOS Transceiver 35

6.2.10     Fujitsu Develops LN Modulator for 400G Optical Networks  35

6.2.11     Mitsubishi Electric Develops Tbps Optical Transceiver Technology  36

6.2.12     Finisar Introduces Dual-band Linear Photoreceiver 36

6.2.13     II-VI Announces Burst-Mode Gain-Controlled Optical Amplifier 36

6.2.14     Oclaro Begins Production on QSFP28 Transceivers  37

6.2.15     Mitsubishi Electric to Launch 100 Gbps EML-TOSA  37

6.2.16     Kaiam Demonstrates Silicon Photonics 100Gbps CWDM4 Transceiver 37

6.2.17     Imec Enhances Silicon Photonics Platform   37

6.2.18     Qorvo Introduces Quad Linear Driver for 100G-400G Networks  38

6.2.19     Broadcom Announces Complete PAM-4 Platform   38

6.2.20     Broadcom Announces Optical Components for MMF and SMF Optical Transceivers  38

6.2.21     Broadcom Develops 28 Gbps Repeater ICs  38

6.2.22     Fujitsu Develops 400 Gbps Optical Transceiver Architecture  38

6.2.23     GigOptix Launches 28G/100G Chipset Portfolio  39

6.2.24     Emcore Launches CATV Transmitter for DOCSIS 3.1  39

6.2.25     Source Photonics Demos PAM4 QSFP28 100G Module  39

6.2.26     NeoPhotonics Sampling 100G Class 3 Coherent Pluggable CFP2-ACO   40

6.2.27     Mellanox Demonstrates 200 Gbps Silicon Photonics Devices  40

6.2.28     NeoPhotonics Launches High Power DFB Lasers for Silicon Photonics Applications  40

6.2.29     Inphi Announces Integrated Silicon Photonics Technology Platform   41

6.2.30     MACOM Launches CDR Devices with Integrated Laser Drivers  41

6.2.31     MACOM Launches FiBest Optical Subassemblies  41

6.2.32     Finisar Launches 25G Ethernet Optics  41

6.2.33     MACOM Showcases PAM-4 Targeted at 28 Gbaud Applications  41

6.2.34     GigOptix Develops E-band Radio SiPs for Wireless Backhaul 42

6.2.35     MACOM Launches First 64Gbaud Linear Modulator Driver for 400G & Beyond  42

6.2.36     Semtech Announces Quad 25G Chipset 42

6.3     Other 43

6.3.1       Toshiba Introduces New IC Photocouplers for Intelligent Power Module Drives  43

6.3.2       LGS Innovations Completes Laser Radar Technology Effort with DARPA  43

6.3.3       UK Researchers Fabricate Practical Laser on Silicon  43

6.3.4       COHERENT Enters into Agreement to Acquire ROFIN-SINAR  43

6.3.5       WIN Semiconductors Launching Foundry Services for Optical Device Manufacturing  43

6.3.6       GigOptix Receives Funding from Shanghai Pudong Science & Technology Investment 44


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