18 October 2011

Mobile handsets to comprise 50% of $6.4bn GaAs device revenues in 2015

Handset developments (such as smartphones and other multi-mode, multi-band devices) drove revenue growth of 34% (to $5bn) for the overall gallium arsenide device market in 2010 and will push GaAs device revenue to nearly $6.4bn in 2015, according to the Strategy Analytics GaAs and Compound Semiconductor Technologies Service (GaAs) Forecast and Outlook ‘GaAs Industry Forecast 2010-2015‘.

As consumers continue to embrace mobile data applications, operators are expanding wireless networks and developing new mobile devices, says the market research firm. Strategy Analytics hence forecasts that device shipments into mobile handset applications will account for 50% of total GaAs device revenue in 2015, when more than 20.8bn GaAs devices will ship into all market applications. In addition to GaAs devices, the report also forecasts growth for semi-insulating (SI) bulk and epitaxial GaAs substrates.

“Driven by the mobile handset segment, 2010 proved to be a banner year for GaAs devices,“ notes Eric Higham, director of the Strategy Analytics GaAs and Compound Semiconductor Technologies Service. “Smartphones and other types of handsets are becoming increasingly sophisticated in order to accommodate multiple bands, multiple standards and features like GPS, Wi-Fi and Bluetooth. This is increasing the number of GaAs devices required per handset,“ he adds.

“While handset content will continue to drive the GaAs market, infrastructure and military opportunities for GaAs will also increase," comments Asif Anwar, director in the Strategy Analytics Strategic Technologies Practice.

See related items:

Handset shipments grow 13% year-on-year to 361 million in Q2

GaAs device market grows 32% from $4.3bn to $4.9bn in 2010

Tags: Mobile handsets GaAs devices

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