By Telecom
Lead Team: After a banner year in 2010 and a fast start to 2011, GaAs device
revenue growth slowed, maintaining an historical average of six percent. 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.
However,
increasing GaAs content in handsets and the sheer volume of the handset market
should still power GaAs growth,” said Eric Higham, director of the Strategy
Analytics GaAs and Compound Semiconductor Technologies Service.
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.
This insight
summarizes revenue performance of a representative set of GaAs device
manufacturers for 2010 and 2011. It also discusses trends and drivers for the
overall GaAs device industry and forecasts trouble spots and directions to be
monitored through 2012.
