RF Semiconductor Market In Cellular Telephones To Reach $7.7 Billion In 2004
Mountain View, CA. The worldwide market for radio frequency (RF) semiconductor devices in cellular telephones will reach $7.7 billion in 2004, up from $3.9 billion in 1999, according to a report just released by Strategies Unlimited, a Silicon Valley market research firm. The report, RF Semiconductors for Cellular/PCS Handsets, Market Review and Forecast 2000, examines the semiconductor technology and trends behind the evolution to third-generation (3G) cellular chipsets. It projects world-wide demand for handsets through the year 2004 and the accompanying RF semiconductor market.
Led by the strong global demand for mobile communications, the number of cellular and PCS subscribers is forecast to reach 1.3 billion in 2004. Annual handset demand is projected to grow from 240 million units in 1999 to 600 million in 2004. New services such as instant messaging, wireless data and Internet access will provide continued momentum for strong growth over the next five years.
According to the report, GSM handsets are the largest market for RF semiconductors with device shipments of $2 billion in 1999, followed by CDMA, IS-136 TDMA, PDC and analog chipsets with $1.9 billion. Small signal amplifiers, frequency conversion devices and IF chipsets represented the largest part of the total market by chip type. Power amplifier and RF control chips also showed strong growth over 1998 levels.
Leading silicon bipolar technology companies such as Infineon, Motorola, NEC, and Philips provide the majority of the silicon RF chips used in the handset market. Gallium arsenide (GaAs) chips comprised 33% of the market in 1999, with strong growth in heterojunction bipolar transistor (HBT) sales by Conexant and RF Micro Devices. Other GaAs suppliers Alpha, Anadigics, Infineon, Motorola and TriQuint demonstrated solid performance in 1999.
Over the next five years increased integration of RF and IF circuits will reduce the number of chips per handset dramatically with CMOS, BiCMOS and silicon germanium (SiGe) ICs playing the major roles. GaAs ICs will continue to lead in power amplifier and switch sockets. Bluetooth data links and GPS receivers for location-based services will make their appearance beginning in 2000, leading to a $500 million chip market in 2004.
RF Semiconductors for Cellular/PCS Handsets, Market Review and Forecast 2000 is a 270-page report which reviews the technology, applications, markets, and suppliers for RF and IF semiconductor devices used in cellular and PCS handsets. The report is available for immediate delivery at a price of $4,750. For more information, contact Strategies Unlimited on +1 650 941-3438 (voice) or +1 650 941-5120 (fax), e-mail at [email protected], or check the company s web site at http://www.strategies-u.com.
Founded in 1979, Strategies Unlimited provides market intelligence for the RF/wireless, optoelectronic, optical communications, compound semiconductor, and photovoltaic components industries. The company is based in Mountain View, California.
Contact: Strategies Unlimited George Bechtel, Tel: 650/941-3438