Telecom Lead America: Sequential quarterly
revenue of larger compound semiconductor manufacturers such as Skyworks,
RFMD and Freescale declined in 2011.
According to Strategy Analytics, bandwidth consumption
and mobile handset sales are still increasing.
Even though we are seeing revenue growth rates slow from
some of the larger compound semiconductor manufacturers, this should not set
off too many warning bells,” said Eric Higham, director of the Strategy
Analytics.
The need for bandwidth, especially due to ever-increasing
sales of mobile handsets, will continue to power revenue growth in the compound
semiconductor industry.
Revenue is typically the highest in the third quarter
as, manufacturers increase production in advance of the holiday season. Despite
the declines at the end of the year, Strategy Analytics expects 2012 revenue
growth for the industry to be close to the historical average of 6 percent,”
said Asif Anwar, director, Strategy Analytics Strategic Technologies Practice.
The Strategy Analytics GaAs and Compound Semiconductor
Technologies Service (GaAs) viewpoint tracked companies such as Fujitsu,
ANADIGICS, Agilent, Hittite Microwave, TriQuint Semiconductor, Avago, Soitec,
Analog Devices and Microsemi.
This viewpoint summarizes financial, product, contract
and employment developments from leading compound semiconductor device
suppliers from January 2012. These announcements address a variety of
commercial and military applications that use gallium arsenide (GaAs), gallium
nitride (GaN), Silicon carbide (SiC), silicon germanium (SiGe) and
complementary metal-oxide-semiconductor (CMOS) technologies.
Last year, the research firm said that Microelectronics component manufacturers are increasing
fiber-optic network capacity.
The increase in the capacity comes in the wake of a
growth in data consumption, driven by smartphones, video files and faster
internet service. Service providers respond by increasing the amount and
capacity of high data rate fiber in their transmission networks.
editor@telecomlead.com
