Continued Growth in 2014 Will Benefit Suppliers like
Skyworks, RFMD/TriQuint, Avago, M/A-COM, Hittite/ADI and others
Boston, MA - September 4, 2014 – Ongoing
growth in cellular and Wi-Fi applications will continue to drive GaAs
device revenues higher. The recently released Strategy Analytics
Advanced Semiconductor Applications (ASA) Forecast
and Outlook report, “GaAs Industry Forecast: 2013- 2018” and the
accompanying spreadsheet model forecasts further growth in the GaAs
device market in 2014, before competitive technologies and trends act to
reduce the growth rates.
Strategy Analytics has published
the annual market forecast report for clients of the ASA service, but
it is also available to purchase separately. Extensive market models
detailing the more than 30 market segments that
utilize GaAs devices back the forecast. The ASA service specifically
focuses on the different semiconductor technologies like GaAs, GaN, InP,
SiC and silicon that compete for end applications in the RF, optical
and power electronics segments, resulting in
the most robust market data in the industry.
Click here for the report: GaAs Industry Forecast: 2013- 2018
The report concludes:
·
The wireless communications segment continues to be
the largest user of GaAs devices. Strong demand in this segment helped
propel GaAs device revenues up by 11 percent in 2013.
·
GaAs MMIC devices, supplied by device OEMs like
Skyworks, RFMD/TriQuint, Avago, ADI/Hittite, M/A-COM Technology
Solutions, ANADIGICS, etc. make up nearly 98 percent of all GaAs device
revenues.
·
Competitive technologies like silicon and GaN will
continue to capture market share from GaAs. This will put the brakes on
the growth rate of GaAs device revenue and contribute to an expected
decline by 2018.
Quotes
Eric Higham, Service Director, Advanced Semiconductor Applications commented:
“The GaAs device market has proven incredibly resilient in the face
of threats and manufacturers have been rewarded with nearly 10 years of
uninterrupted revenue growth. However, increasing market share for CMOS
PAs, GaN and multi-mode and multi-band GaAs
PAs will signal a new challenge to revenue growth in the future.”
Asif Anwar, Director in the Strategic Technologies Practice added:
“The call to action has gone out to all the participants in the GaAs
supply chain to provide innovation that will enable GaAs devices to fend
off these challenges
and continue the trend of revenue growth.”