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GaAs Industry Defies Recession, Recovers in Q4 2009: Strategy Analytics
By Divya Narain, TMCnet Contributor
According to the Strategy Analytics (News - Alert) GaAs and Compound Semiconductor Technologies “GaAs” service report, “GaAs Industry Forecast 2009-2014,” GaAs industry revenues managed to steer clear of a drop in 2009, with a strong performance in the second half of the year translating to year-on-year revenues remaining stable at $3.7 billion. Apparently, this is notwithstanding the recession. The recovery has been attributed to the smartphone category of the handset market, which showed more than average annual growth in terminal volumes.
With an increasing average number of GaAs’ power amplifiers per terminal as well as increasing switch complexity in this sector, GaAs’ device demand from next generation handsets will grow faster than overall industry revenue growth, predicts Strategy Analytics.
“Our analysis incorporates individual wireless, consumer, infrastructure and defense market forecasts—taking into account technology trends,” noted Asif Anwar at Strategy Analytics. “There is no question that the improving capabilities of silicon and silicon germanium technologies, as well as emerging technologies such as gallium nitride, will provide increasing competition for GaAs technologies.”
“Despite this competition, GaAs device demand will continue to see continued growth through 2014. The market will grow at a compound annual growth rate of 5% to be worth over $4.7 billion,” concluded Anwar.
The GaAs industry forecast and outlook reports and data models are available on the Strategy Analytics GaAs and ADS service pages at http://tinyurl.com/GaAsService.
Boston, MA based Strategy Analytics, Inc is a leading research organization that concentrates on market opportunities and disruptive forces in the areas of Automotive Electronics and Entertainment, Broadband Connected Home, Mobile & Wireless Intelligent Systems Implementation Strategies and High Frequency Market intelligence. The company has offices in the UK, France, Germany, Japan, S. Korea and China. It associates with clients through annual multi-client services, management team workshops and custom consulting engagements.
In related news, Strategy Analytics predicts that SI GaAs epitaxial substrates output is expected to jump by 21 percent in 2010, thanks to the growing application of GaAs HBT and pHEMT devices in cellular radio terminals and a host other markets
Divya Narain is a contributing editor for TMCnet. To read more of Divya’s articles, please visit her columnist page.