BOSTON, USA: The global economic meltdown slowed year-on-year GaAs industry growth from its previous forecast of 9 percent down to 6 percent in 2008.
With the market projected to contract again 5 percent year-on-year in 2009, gains made in 2008 will be effectively wiped out and the GaAs industry is projected to generate revenues of $3.5 billion in 2009, according to the Strategy Analytics GaAs annual industry forecast and outlook for the GaAs (gallium arsenide) industry.
“The GaAs industry effectively shut down as handset manufacturers turned off the taps in the final quarter of 2008,” observed Asif Anwar at Strategy Analytics. “However, Strategy Analytics believes that the market has bottomed out and multiple GaAs device insertions in cellular handsets will be augmented by demand from other wireless markets as well as requirements from defense, consumer, fiber optic and automotive sectors.”
Demand from wireless markets, including cellular handsets, will continue to be the primary growth engine for the GaAs industry. While Strategy Analytics expects growth to return in 2010, with all major end demand sectors growing through 2013, industry revenues will fall short of previous expectations of $5 billion.
The overall growth will be tempered as a result of the economic downturn and growth will show signs of flattening out in 2013. Overall, the GaAs, RF and microelectronic device market will grow at a CAAGR (compound annual average growth rate) of 4 percent through 2013, to be worth $4.5 billion.
Showing posts with label GaAs. Show all posts
Showing posts with label GaAs. Show all posts
Friday, September 4, 2009
Friday, August 7, 2009
GaAs and InP underpin high growth fiber optic networks
BOSTON, USA: In the growing fiber optic analog IC market, silicon, SiGe, GaAs and InP technologies all have different strengths with compound semiconductor technologies being used more in the higher value, higher growth segments.
The Strategy Analytics study, “Device Opportunities in the Fiber Optic Analog IC Market: 2008-2013,” outlines growth projections for fiber optic analog ICs -– TIAs (transimpedance amplifiers), laser drivers and post/limiting amplifiers.
Legacy networks (<2.5Gbps) currently dominate volume in the market, but will represent the slowest growth over the forecast period. Driven by continued demand for bandwidth, 10Gbps networks are predicted to become the de facto standard, showing a 20 percent CAGR from 2011-2013. Augmenting this trend toward higher speed networks will be strong growth of 40Gbps networks.
“The fiber optic market is set to weather the storm better than most communications markets because the capital expense of laying fiber is already in place, while demand for more and faster bandwidth seems insatiable,” observed Asif Anwar at Strategy Analytics.
“We expect GaAs- and InP-based laser drivers and TIAs to be key enabling technologies for the rollout of higher speed 10Gbps, 40Gbps and 100Gbps networks.”
Market demand for fiber optic analog ICs will benefit from consumers and businesses increasing their use of bandwidth-intensive applications including;
* Internet Protocol (IP) applications of voice, video and data,
* High-bandwidth video services, like HDTV (high definition TV) and VOD (video-on-demand),
* Enterprise storage networks,
* Higher bandwidth backhaul from high growth 3G and 4G wireless standards.
The Strategy Analytics study, “Device Opportunities in the Fiber Optic Analog IC Market: 2008-2013,” outlines growth projections for fiber optic analog ICs -– TIAs (transimpedance amplifiers), laser drivers and post/limiting amplifiers.
Legacy networks (<2.5Gbps) currently dominate volume in the market, but will represent the slowest growth over the forecast period. Driven by continued demand for bandwidth, 10Gbps networks are predicted to become the de facto standard, showing a 20 percent CAGR from 2011-2013. Augmenting this trend toward higher speed networks will be strong growth of 40Gbps networks.
“The fiber optic market is set to weather the storm better than most communications markets because the capital expense of laying fiber is already in place, while demand for more and faster bandwidth seems insatiable,” observed Asif Anwar at Strategy Analytics.
“We expect GaAs- and InP-based laser drivers and TIAs to be key enabling technologies for the rollout of higher speed 10Gbps, 40Gbps and 100Gbps networks.”
Market demand for fiber optic analog ICs will benefit from consumers and businesses increasing their use of bandwidth-intensive applications including;
* Internet Protocol (IP) applications of voice, video and data,
* High-bandwidth video services, like HDTV (high definition TV) and VOD (video-on-demand),
* Enterprise storage networks,
* Higher bandwidth backhaul from high growth 3G and 4G wireless standards.
Friday, July 31, 2009
GaAs epitaxial market trends upward despite recession!
BOSTON, USA:The Strategy Analytics annual forecast, “Markets for SI GaAs Epitaxial Substrates: 2008-2013,” covering the semi-insulating (SI) GaAs (gallium arsenide) epitaxial substrate market, concludes that the 2008 SI GaAs epitaxial substrate market grew 22 percent year-on-year, but projects a flat-to-negative market in 2009.
Growth is forecast to return in 2010, leveraging multiple GaAs device insertions in next-generation cellular handset platforms, augmented by GaAs device demand from other markets.
While suppliers have traditionally focused on providing HBT (Heterojunction Bipolar Transistor), HEMT (High Electron Mobility Transistor) and FET (Field Effect Transistor) epitaxial structures, the market is seeing greater emphasis on solutions that allow multiple structures to be combined on the one substrate in order to provide BiFET (Bipolar Field Effect Transistor) or BiHEMT (Bipolar High Electron Mobility Transistor) devices.
“We estimate that BiFET/BiHEMT structures accounted for 6% of the total SI GaAs epitaxial substrate market in 2008,” observed Asif Anwar at Strategy Analytics.
“While still small, this segment will show the fastest growth through 2013 as GaAs device manufacturers look to differentiate their products by offering integrated solutions.”
This study provides an examination of supply chain dynamics, coupled with extensive analysis of end-demand drivers for SI GaAs epitaxial substrates.
The resulting scenario through 2013 suggests epitaxial substrate demand will grow at a CAAGR (compound annual average growth rate) of 5 percent over 2008 to 2013. The corresponding market for GaAs MOCVD (Metal Organic Chemical Vapor Deposition) and MBE (Molecular Beam Epitaxy) substrates will be worth $402 million in 2013.
Growth is forecast to return in 2010, leveraging multiple GaAs device insertions in next-generation cellular handset platforms, augmented by GaAs device demand from other markets.
While suppliers have traditionally focused on providing HBT (Heterojunction Bipolar Transistor), HEMT (High Electron Mobility Transistor) and FET (Field Effect Transistor) epitaxial structures, the market is seeing greater emphasis on solutions that allow multiple structures to be combined on the one substrate in order to provide BiFET (Bipolar Field Effect Transistor) or BiHEMT (Bipolar High Electron Mobility Transistor) devices.
“We estimate that BiFET/BiHEMT structures accounted for 6% of the total SI GaAs epitaxial substrate market in 2008,” observed Asif Anwar at Strategy Analytics.
“While still small, this segment will show the fastest growth through 2013 as GaAs device manufacturers look to differentiate their products by offering integrated solutions.”
This study provides an examination of supply chain dynamics, coupled with extensive analysis of end-demand drivers for SI GaAs epitaxial substrates.
The resulting scenario through 2013 suggests epitaxial substrate demand will grow at a CAAGR (compound annual average growth rate) of 5 percent over 2008 to 2013. The corresponding market for GaAs MOCVD (Metal Organic Chemical Vapor Deposition) and MBE (Molecular Beam Epitaxy) substrates will be worth $402 million in 2013.
Monday, July 27, 2009
GaAs bulk substrate market shrinks in 2009
BOSTON, USA: The Strategy Analytics annual forecast, “Semi-insulating GaAs Substrate Markets: 2008-2012,” covering the semi-insulating (SI) GaAs (gallium arsenide) bulk substrate market concludes that the strong inventory corrections taken in the fourth quarter of 2008 and first quarter of 2009 will prevent the severe sharp decline observed in 2001.
However, the year-on-year 14 percent growth over 2007 to 2008 will be replaced by the market shrinking 1 percent in 2009.
An examination of supply chain dynamics, coupled with extensive analysis of end demand drivers for SI GaAs bulk substrates, provides a demand scenario through 2013 which suggests a CAAGR of 5 percent over 2008 to 2013. The corresponding market for GaAs bulk substrates will be worth $174 million in 2013.
“The slowdown in key market segments has not resulted in any significant paradigm shifts with respect to the use of GaAs technology in mainstream markets such as cellular handsets and personal computers,” observed Asif Anwar at Strategy Analytics. “Indeed usage trends point to increased GaAs device demand from these and other markets which will result in sustained demand for substrate material.”
However, the year-on-year 14 percent growth over 2007 to 2008 will be replaced by the market shrinking 1 percent in 2009.
An examination of supply chain dynamics, coupled with extensive analysis of end demand drivers for SI GaAs bulk substrates, provides a demand scenario through 2013 which suggests a CAAGR of 5 percent over 2008 to 2013. The corresponding market for GaAs bulk substrates will be worth $174 million in 2013.
“The slowdown in key market segments has not resulted in any significant paradigm shifts with respect to the use of GaAs technology in mainstream markets such as cellular handsets and personal computers,” observed Asif Anwar at Strategy Analytics. “Indeed usage trends point to increased GaAs device demand from these and other markets which will result in sustained demand for substrate material.”
Wednesday, July 8, 2009
VSAT weathers economic storm
BOSTON, USA: The Strategy Analytics GaAs and Compound Semiconductor Technologies (GaAs) service report, “GaAs Device Opportunities from the Satcom/VSAT Market: 2008-2013,” concludes that long design cycles and pent-up demand driven by the consumer sector will allow the VSAT (very small aperture terminals) market to weather the current economic storm better than most communications markets, translating into steady demand for GaAs (gallium arsenide) devices.
GaAs semiconductor technology is used extensively in VSAT satellite communications systems for both the space and ground segments of the market. Strategy Analytics forecasts that GaAs device demand will grow at a CAAGR (compound annual average growth rate) of over 4 percent from 2008 to 2013. MMICs (Monolithic Microwave Integrated Circuits) will dominate the volume and represent 57 percent of total GaAs revenues.
“The VSAT industry has had to learn some tough lessons over the past decade, but the result is a model focused on value-added services which is now being augmented by growth prospects in the broadband access arena,” noted Asif Anwar at Strategy Analytics. “Advances in technology and economies of scale have combined to increase data rates while simultaneously reducing prices, opening up the opportunities for satellite communications to compete against other wireless and wired broadband technologies.”
Anwar concluded: “We believe the demand for broadband services will fuel the rollout of VSAT systems through 2013, creating steady demand for GaAs semiconductors. The largest opportunities are for Ku and Ka-band power amplifiers, where despite some threats from alternative technologies, GaAs will remain dominant the dominant solution.”
GaAs semiconductor technology is used extensively in VSAT satellite communications systems for both the space and ground segments of the market. Strategy Analytics forecasts that GaAs device demand will grow at a CAAGR (compound annual average growth rate) of over 4 percent from 2008 to 2013. MMICs (Monolithic Microwave Integrated Circuits) will dominate the volume and represent 57 percent of total GaAs revenues.
“The VSAT industry has had to learn some tough lessons over the past decade, but the result is a model focused on value-added services which is now being augmented by growth prospects in the broadband access arena,” noted Asif Anwar at Strategy Analytics. “Advances in technology and economies of scale have combined to increase data rates while simultaneously reducing prices, opening up the opportunities for satellite communications to compete against other wireless and wired broadband technologies.”
Anwar concluded: “We believe the demand for broadband services will fuel the rollout of VSAT systems through 2013, creating steady demand for GaAs semiconductors. The largest opportunities are for Ku and Ka-band power amplifiers, where despite some threats from alternative technologies, GaAs will remain dominant the dominant solution.”
Subscribe to:
Posts (Atom)
