Your SlideShare is downloading. ×
Global and China GaAs Industry Report, 2012-2013
Global and China GaAs Industry Report, 2012-2013
Global and China GaAs Industry Report, 2012-2013
Global and China GaAs Industry Report, 2012-2013
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Global and China GaAs Industry Report, 2012-2013

121

Published on

Global and China GaAs Industry Report, 2012-2013 covers the followings: …

Global and China GaAs Industry Report, 2012-2013 covers the followings:
Brief introduction to GaAs,
Industry overview of GaAs,
Downstream market of GaAs,
Analysis on mobile phone RF system,
Study on 19 GaAs vendors

In 2013H1, the biggest news in GaAs industry lay in QUALCOMM’s introduction of CMOS PA in Feb, corresponding to LTE. That once again initiated the war between CMOS and GaAs. Yet, most people believe that, QUALCOMM did that only to increase competitiveness of its Baseband, not grab market of GaAs vendors.

Published in: Technology
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
121
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
0
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. Global and China GaAs Industry Report, 2012-2013Global and China GaAs Industry Report, 2012-2013 covers the followings: Brief introduction to GaAsIndustry overview of GaAs Downstream market of GaAs Analysis on mobile phone RF system Study on 19GaAs vendors In 2013H1, the biggest news in GaAs industry lay in QUALCOMM’s introduction ofCMOS PA in Feb, corresponding to LTE. That once again initiated the war between CMOS and GaAs. Yet,most people believe that, QUALCOMM did that only to increase competitiveness of its Baseband, not grabmarket of GaAs vendors.CMOS PA showed up before 2000, but has not been available in volume and only used in 2G field presently,mainly due to the difficulty to find balance between costs and performance. Yet, it seems that RF360 ofQUALCOMM wants to break through the limitation. QUALCOMM is a large mobile phone Basebandvendor, whose revenue comes mainly from 3G and 4G telecommunication patent and Baseband, and isexpected to get USD24.5 billion in 2013. Among that, shipment of Baseband is anticipated to reach 700million units, valuing about USD13.5 billion.Gross margin of mobile phone PA is less than half of that of QUALCOMM’s Baseband, and runningvery high market risk. PA is the second important part of mobile phone, which not only decides the voicequality but also determines the stand-by time and talking time. The enterprise seldom changes PA suppliers,once they were selected.RF360 of QUALCOMM is mainly to deal with MTK and Spreadtrum, and aiming at knock-off digitalproduct Whitebox vendors. Vendors of Whitebox adopt the platform of MTK or Spreadtrum instead ofQUALCOMM, for the simpler design and higher level of integration of overall solution of the former two. Asfor QUALCOMM, it is expert in Baseband design, not integrated solution. So QUALCOMM can’tenter the knock-off digital product market, which contains more than 100 million sets. So as to set foot in thefield, QUALCOMM introduces the RF360 on purpose, and this chip lowers the mobile phone design difficultyto a large extent. Bundle sales of RF360 and Baseband of QUALCOMM will equip Whitebox vendors withability to design mobile phone independently.On the other side, as the No.1 mobile phone vendor, SAMSUNG contributes about USD5 billion toQUALCOMM each year, though unwillingly, since the market of Basebands for smartphone (except Chineseknock-off digital product Whitebox) is monopolized by QUALCOMM. So, SAMSUNG is developingBaseband presently, and some have already been used for the Galaxy S3. However, QUALCOMM introducedRF360 to raise the industry threshold and stop SAMSUNG from developing its own Baseband. SAMSUNG isvery weak in RF field, even weaker than Chinese vendors.Lots of start-ups are dedicated to replacing GaAs PA with CMOS PA, among which, AXIOM has alreadyrealized a shipment of over 10 million sets for 2G mobile phones. In addition, Javelin announced tomass-produce 3G PA with CMOS technique this June.Unlike the start-ups, RFMD, Anadigics, Infineon and other existing suppliers showed skepticism aboutCMOS PA, believing that it is hard for CMOS PA to strike balance between costs and performance. EvenSkyworks, who acquired AXIOM, thinks that application of CMOS PA in high-end market like 3G and 4G isvery limited.Presently, CMOS PAS still has difficulties to achieve balance between costs and performance. It is inferior toGlobal and China GaAs Industry Report, 2012-2013
  • 2. GaAs in amplifier performance, further doesn’t have absolute advantage of costs. However, many largeGaAs vendors acquired CMOS PA companies one after another to make technical reserves. On Apr. 30, 2013,Avago Technologies finished the acquisition of Javelin Semiconductor, without revealing the price. RF MicroDevices took over CMOS PA start-up Amalfi. In 2009, Skyworks acquired Axiom Microdevices. Severalweeks ago, Peregrine Semiconductor declared to cooperate with Murata in developing CMOSsilicon-on-sapphire PAs for potential applications of front-end mobile phone modulestable Of Content1 Overview Of Gaas1.1 Profile Of Gaas1.2 Application Of Gaas1.3 Comparison Among Gaas, Gan And Sige1.4 Manufacturing Technique Of Gaas2 Gaas Industry2.1 Industry Chain Of Gaas2.2 Global Capacity Of Gaas2.3 Gaas Supply And Demand2.4 Ranking Of Gaas Vendors3 Downstream Market Of Gaas3.1 Network Devices3.2 Mobile Phone3.3 Global Mobile Phone Market Size3.4 Mobile Phone Market Structure By Brands3.5 Smart Phone Market And Industry3.6 China Mobile Phone Industry By Region3.7 China Mobile Phone Export Scale3.8 China Mobile Phone Export Characteristics3.9 China Mobile Phone Export By Region4 Wireless Rf System Front-end4.1 Rf System Of Latest Mobile Phones And Tablets4.2 Mobile Phone Rf Front-end System4.3 Mobile Phone Filter4.3.1 Tdk-epc4.4 Mobile Phone Antenna Switch4.5 Mobile Phone PaGlobal and China GaAs Industry Report, 2012-2013
  • 3. 4.6 Supply Relationship Between Mobile Phone Pa And Brands4.7 Qualcomm Rf 3604.8 Competition Among Gaas Pa, Rf Mems And Xmos Pa5 Gaas Vendors5.1 Murata5.2 Kopin5.3 Semiconductor Division Of Sumitomo Electric5.4 Freiberger5.5 Axt5.6 Iqe5.7 Win Semiconductor5.8 Awsc5.9 Vpec5.10 Gcs5.11 Triquint5.12 Avago5.13 Anadigics5.14 Rfmd5.15 Rda5.16 Skyworks5.17 Sedi5.18 Hittite Microwave5.19 M/a-com TechnologyResearchMoz(http://www.researchmoz.us/) is the one stop online destination to find and buy market researchreports & Industry Analysis. We fulfill all your research needs spanning across industry verticals with ourhuge collection of market research reports. We provide our services to all sizes of organizations and across allindustry verticals and markets. Our Research Coordinators have in-depth knowledge of reports as well aspublishers and will assist you in making an informed decision by giving you unbiased and deep insights onwhich reports will satisfy your needs at the best price.Contact:M/s Sheela,90 State Street,Suite 700,Albany NY - 12207United StatesTel: +1-518-618-1030USA - Canada Toll Free 866-997-4948Email: sales@researchmoz.usWebsite: http://www.researchmoz.us/Global and China GaAs Industry Report, 2012-2013
  • 4. Global and China GaAs Industry Report, 2012-2013

×