Strategy Analytics: GaAs Device Revenue Grows Six Percent in 2011; Growth Rate Returning to Historical Averages: After a banner year in 2010 and a fast start to 2011, GaAs device revenue growth slowed, maintaining an historical average of six percent. The Strategy Analytics GaAs and Compound Semiconductor Technologies Service (GaAs) Insight, ?2011 GaAs Device Revenue Falters after Strong Start,? explores GaAs device revenue growth trends in handsets and smartphones, as well as revenue performance of leading substrate and device manufacturers, like IQE, VPEC, Kopin, RFMD, Skyworks, TriQuint Semiconductor, Avago Technologies and WIN Semiconductor. While growth drivers are still present, the rates are likely to continue to flatten in 2012.
Vergrößern Strategy Analytics: GaAs Device Revenue Grows Six Percent in 2011; Growth Rate Returning to Historical Averages | Bild: © alxpin

?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,? noted Eric Higham, Director of the Strategy Analytics GaAs and Compound Semiconductor Technologies Service. ?However, increasing GaAs content in handsets and the sheer volume of the handset market should still power GaAs growth.?

Asif Anwar, Director, Strategy Analytics Strategic Technologies Practice, added, ?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.

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