Radar and PAs drive growth in GaAs MMICs
For the materials markets, the continued shift towards HBT and HEMT devices will allow the epitaxial substrates market to demonstrate high growth rates compared to the bulk substrates market.
Strategy Analytics predicts that the cellular market will continue to dominate the wireless application space and that the consumption of GaAs MMIC s will be driven by an increase in the penetration of GaAs for the power amplifier function in cellular handsets. By 2007, Strategy Analytics expects PA s to account for nearly 100% of the revenue from GaAs in handsets.
Strategy Analytics expects GaAs MMIC demand from automotive radar to increase rapidly, as long-range 77GHz autonomous cruise control moves from high-end vehicles into mainstream mass-production vehicles. Shorter-range 17 and 24 GHz systems have also started to reach the commercial markets as "backing aids" on vehicles in North America.
