Strategy Analytics’ latest GaAs report, “RFMD, Skyworks and TriQuint Consolidate Market Leadership,” calculates that the overall gallium arsenide (GaAs) device market grew 9 percent year-on-year in 2008, with early estimates showing that RFMD, Skyworks and TriQuint further consolidated their leadership of the GaAs device industry, accounting for up to 59 percent of total GaAs industry revenues.
Merchant demand for GaAs devices continues to be centered upon MMIC-based products targeted at the wireless sector and this drove GaAs device industry revenues up to $3.9 B in 2008.
“Overall 2008 was a very good year, but growth in the GaAs industry hit a wall in the fourth quarter and 2009 will see industry revenues decline by five to six percent,” observed Asif Anwar at Strategy Analytics. “However, we believe 2009 also presents an opportunity for the market leaders to squeeze out their competition, provided they can successfully leverage existing relationships while continuing to tap into adjacent markets and emerging opportunities.”
Other findings from this report include:
• While TriQuint and Skyworks closed the gap, RFMD maintained its standing as the world’s largest supplier of GaAs-based RF components; and
• Collectively the top ten GaAs device manufacturers—including Avago Technologies, M/A-COM and Mitsubishi Electric—accounted for up to 82 percent of the overall market.