News Article
GaAs device revenue grows a mere six percent in 2011
After a banner year in 2010 and a fast start to 2011, GaAs device revenue growth slowed, maintaining a historical average of six percent
The Strategy Analytics report, “2011 GaAs Device Revenue Falters after Strong Start,” explores GaAs device revenue growth trends in handsets and smartphones.
It also explores revenue performance of leading substrate and device manufacturers, like IQE, VPEC, Kopin, RFMD, Skyworks, TriQuint Semiconductor, Avago Technologies and WIN Semiconductor.
While growth drivers are still present, the rates are likely to continue to flatten in 2012.
“Tremendous growth in the smartphone segment of the handset market in 2010, and the early part of 2011, had propelled the overall GaAs market to record levels of revenue which are now slowing,” commented Eric Higham, Director of the Strategy Analytics GaAs and Compound Semiconductor Technologies Service. “However, increasing GaAs content in handsets and the sheer volume of the handset market should still power GaAs growth.”
Asif Anwar, Director, Strategy Analytics Strategic Technologies Practice, added, “There were revenue declines in the second half of 2011 at GaAs substrate manufacturers. Strategy Analytics will continue to monitor these trends throughout 2012, in order to see their effect on the GaAs supply chain.”
