Articles by Strategy Analytics

The Strategy Analytics annual forecast, “Semi-insulating GaAs Substrate Markets: 2008-2012,” covering the semi-insulating (SI) GaAs (gallium arsenide) bulk substrate market concludes that the strong inventory corrections taken in the fourth quarter of 2008 and first quarter of 2009 will prevent the severe sharp decline observed in 2001. However, the...

The Strategy Analytics Advanced Defense Systems (ADS) service report, “Electronic Component Demand Scenarios for the Lockheed Martin F-22,” concludes that there is a strong case for continued production of the F-22 beyond 2011 and extended through to 2020. Strategy Analytics believes that failure to do so will translate to...

The Strategy Analytics GaAs and Compound Semiconductor Technologies (GaAs) service report, “GaAs Device Opportunities from the Satcom/VSAT Market: 2008-2013,” concludes that long design cycles and pent-up demand driven by the consumer sector will allow the very small aperture terminals (VSAT) market to weather the current economic storm better than...

The Strategy Analytics RF and Wireless Components (RFWC) service predicts that the majority of LTE deployments by wireless operators will use the 2,600 MHz band, creating ample new opportunities for terminal component vendors. A strong tranche of deployments will also occur at sub-1,000 MHz frequencies, including roll-outs by such...

Commenting on Cobham ’s divestment of M/A-COM Technology Solutions (M/A-COM Tech) to John Ocampo , the Strategy Analytics GaAs team concludes that the transaction is in line with Strategy Analytics expectations. This sale will ensure continuity for M/A-COM Tech, with a focus on streamlining operational capabilities and strategic targeting...

Virtualization on mobile handsets will improve phone security and stability, and increase the number of applications available to users, according to a new report, “Mobile Handset Virtualization Becoming Reality” from the Strategy Analytics Handset Components Technologies service. Virtualization—using software to emulate native hardware, so that operating systems and other...

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...

Strategy Analytics views the Verizon Wireless award of LTE contracts to Alcatel-Lucent and Ericsson as critical for the two vendors, positioning them for substantial 4G market share. The Strategy Analytics Wireless Network Strategies service report, "The LTE Battle is On: Alcatel-Lucent and Ericsson Contract Wins Arm them for Market...

Strategy Analytics predicts a decline of 2.9 percent in 2009 for radio components in wireless handsets as a result of the global economic slowdown in its report, “Handset Radio Component Sales Forecast 2008 – Update.” The data table from the Strategy Analytics RF & Wireless Components market research service...

Releasing an update to its ‘GaAs Industry Forecast Through 2012,’ Strategy Analytics maintains its 9 percent growth forecast for 2008 with the GaAs industry growing to $3.9 B from $3.5 B in 2007. However, with a global recession impacting unit growth across nearly all the major end markets, the...