Mobile Experts released a report that predicts a new future for base station semiconductors. In particular, the number of base station transceivers will grow to more than 17 million per year by 2017. Increasing bandwidth requirements, MIMO, and carrier aggregation will drive growth in key semiconductor components. The new report, "Semiconductors for Macro Transceivers and RRH," gives a detailed analysis of these trends.
U.S. PMI data for July 2012 stays flat at 49.8 from 49.7 in June 2012, this is indicative of a wider global malaise that is mirrored by not only other regional PMI index’s but also the results of major Semiconductor vendors. Lack of manufacturing capacity for key components coupled with the lack of investment in new fab space mean that this problem is likely to continue for a number of months and will eventually limit the availability of key flagship mobile products.
A U.S. election year combined with uncertain European financial fundamentals has clouded the economic outlook for the North American market. However, mobile operators are busily preparing their networks for next generation 4G services. “North American mobile cellular capital expenditure is expected to hold its ground in 2012 year-on-year, with expenditure of around US$ 10 billion”, said Jake Saunders, VP for forecasting at ABI Research.
Handset shipments have not seen a sequential YoY decline since the global economic crisis of 2008-2009. Although seasonality regularly brings a negative impact in Q2, the economic crisis in Western Europe has compounded the issue, leading to an uncommon annual contraction of handset shipments for two consecutive quarters,” say ABI Research senior analyst Michael Morgan.
Growing at a compound annual growth rate of 4.3 percent, capital expenditures on microwave backhaul equipment for mobile networks will reach almost $5 billion in 2012 as mobile network operators upgrade and transition to more cost effective packet microwave systems. The Asia Pacific and Western European regions will continue to dominate the market for microwave equipment with a combined share of 61 percent in 2017.
Integrated Microwave Technologies LLC (IMT), a business unit within the Vitec Group’s Videocom Division, and a leader in advanced digital microwave systems for MAG (Military, Aerospace & Government) markets, introduces its Mobile VIEWER handheld dual-diversity COFDM HD/SD receiver at ALEA 2012, the Airborne Law Enforcement Association’s 42nd Annual Conference and Exposition(Booth 256).
Hughes Network Systems LLC (Hughes), the global leader in broadband satellite solutions and services, announced that it has successfully demonstrated wireless 4G/Long Term Evolution (LTE) transmissions over satellite backhaul at download speeds of over 10 Mbps and upload speeds of 786 Kbps, including video phone calls. The testing involved the combination of a Hughes satellite modem with JUPITER™ high-throughput technology and Lemko Corp.'s Distributed Mobility Wireless Network (DiMoWiNe).
Skyworks Solutions Inc. has launched a breakthrough front-end system that integrates all RF and analog content between the transceiver and antenna for simplified design within demanding next generation mobile platforms.
Rogers Corp.s High Performance Foams Division has introduced a new problem-solving material for handheld mobile devices — Condux Plus™ electrically conductive foam. Even in the most complex, compact handheld electronic designs, Condux Plus materials feature excellent electrical conductivity, consistent mechanical properties, and outstanding electromagnetic (EM) shielding capabilities, allowing them to serve as reliable grounding pads for handheld devices in need of enhanced conductivity and shielding performance.