Infineon will buy Wolfspeed for $850 million. The acquisition provides a lucrative exit for Wolfspeed’s parent company Cree and allows Infineon to add GaN capability to its commercial RF power portfolio. But what does this mean for the US DoD when a foreign company buys a Category 1A Trusted Foundry facility with DoD manufacturing readiness level eight (MRL 8) designation?
Electronic Warfare and military communications will continue to be a pivotal resource in-theatre with future architectural designs dictated by factors such as the need to optimise SWaP-C (size, weight, power, cost), changing demands from in-theatre and the ability to make effective use of spectrum which is an increasingly limited resource.
This Strategy Analytics article reviews defense industry news over the course of 2015, covering radar, electronic warfare, weapons systems and communications summarizing our coverage through the Strategy Analytics’ Industry Reviews. The report also looks at microwave, optoelectronic and other components as well as discussing business event, product announcements, milestones and contract activity.
NXP Semiconductors and Freescale Semiconductor agreed to merge operations earlier this year (March 02, 2015) in a deal that valued the combined company at over $40 billion. The merger was officially completed on December 7, 2015 with the basic motivational tenets underscoring the merger being an emphasis on targeting the embedded systems, automotive, secure payments and IoT (Internet of Things) market opportunities. NXP also retains Freescale’s capabilities in the areas of high power RF, effectively establishing a leading market share position and the ability to continue with the strategy adopted by Freescale to address the military market opportunity.
In this article we review some of the key defense industry news as the second quarter of 2015 comes to a close, covering radar, electronic warfare, weapons systems and communications. We also look enabling technology related news as well as discussing business event, product announcements, milestones and contract activity.
Strategy Analytics defense research has just completed a comprehensive analysis of the military communications sector, looking at radios, communications satellites, VSAT terminals, datalinks, networks and other systems. Trends driving spending on the military communications sector will be underpinned by network-centric IP-based communications that will translate to spending on global military communications systems growing to over $35.3 billion in 2024, representing a CAGR of 3.4%.
Strategy Analytics was at CS International 2015 last week, held in Frankfurt, Germany. Eric Higham, Director of Strategy Analytics’ Advanced Semiconductor Applications (ASA) service kicked off proceedings with insights into the challenges and prospects for GaAs and other RF technologies as increasing data consumption translates to ever more sophisticated cellular terminal front-ends.
Defense is the best form of attack for GaN as shown in Strategy Analytics’ latest forecasts outlining the RF market opportunity for a technology that has been on the cusp of breaking into the semiconductor mainstream for the past several years. The GaN RF Market Update: 2014 - 2019 forecast and associated data model, forecasts a CAGR of more than 20% translating into a market worth more than $500 million in 2019.
The global military radar market will grow at a CAGR of 3.6% over the 2013 to 2023 forecast timeframe with the total market worth over $18.5 billion in 2023. The Strategy Analytics Advanced Defense Systems (ADS) service series of forecasts covering the global military radar market in terms of expenditure as well as system shipments across the land, air, sea and space domains also include the following observations.