Due to ongoing growth in cellular and Wi-Fi applications will continue to drive GaAs device revenues higher, finds Strategy Analytics . Some of the other findings shared by Strategy Analytics includes:
The wireless communications segment continues to be the largest user of GaAs devices. Strong demand in this segment helped propel GaAs device revenues up by 11 percent in 2013.
GaAs MMIC devices, supplied by device OEMs like Skyworks, RFMD/TriQuint, Avago, ADI/Hittite, M/A-COM Technology Solutions, ANADIGICS, etc. make up nearly 98 percent of all GaAs device revenues.
Competitive technologies like silicon and GaN will continue to capture market share from GaAs. This will put the brakes on the growth rate of GaAs device revenue and contribute to an expected decline by 2018.
Eric Higham, Service Director, Advanced Semiconductor Applications commented: “The GaAs device market has proven incredibly resilient in the face of threats and manufacturers have been rewarded with nearly 10 years of uninterrupted revenue growth. However, increasing market share for CMOS PAs, GaN and multi-mode and multi-band GaAs PAs will signal a new challenge to revenue growth in the future.”
Asif Anwar, Director in the Strategic Technologies Practice added: “The call to action has gone out to all the participants in the GaAs supply chain to provide innovation that will enable GaAs devices to fend off these challenges and continue the trend of revenue growth.”