Gary Lerude is the Technical Editor of Microwave Journal.
Previously, he spent his career as a “midwife” aiding the growth of the compound semiconductor industry, from device to application, from defense to commercial. He spent 19 years at Texas Instruments, 11 years at MACOM and six years with TriQuint. Gary holds a bachelor’s in EE, a master’s in systems engineering and an engineers degree (ABD) in EE.
While 5G promises data rates of 10 Gbps and latencies down to 1 ms, will it improve communication? You know, communication that leads to human understanding. Perhaps we also need to invest in user protocols.
At Mobile World Congress, the Qualcomm/TDK Joint Venture, RF360 Holdings, announced what the company said is the first hexaplexer, covering FDD cellular bands 25, 30 and 66. The six-band filter uses SAW and BAW technologies.
After years of talking about 5G at Mobile World Congress, it's here and happening faster than expected. Nokia CEO Rajeev Suri shared his perspective on the eve of the 2018 conference, including five predictions for the rest of the year.
For the first quarter of fiscal 2018, MACOM reported revenue of $130.9 million, which was down 21 percent sequentially and down 14 percent from the prior year’s quarter. MACOM’s CEO John Croteau attributed the decline in revenue to “the geopolitical downturn in China,” the second quarter softness in China has dampened revenue.
Reflecting strong demand from cellular phone, Wi-Fi and IoT applications, Skyworks exceeded $1 billion in quarterly revenue for the first time, generating $361 million in cash from operations to end the quarter with $1.7 billion in cash and no debt.
Buoyed by Apple's iPhone launch and demand for IoT and GaN components, Qorvo's revenue grew modestly in the third quarter of fiscal 2018 to $846 million, up 3 percent sequentially and 2 percent year-over-year. The infrastructure and defense business achieved record revenue of $203 million. While the mobile products unit benefitted from the latest iPhone models, revenue was down 2 percent year-over-year.
Reflecting the launch of the iPhone X, 8 and 8 Plus, Apple reported record financial performance for the company's December quarter. Revenue was $88.3 billion, 13 percent above the prior year's quarter and a 68 percent jump from the prior quarter. On a per week basis, iPhone shipments were 6 percent above last year's quarter.
Communications Infrastructure segment revenue down slightly Q/Q
January 30, 2018
IDT reported revenue of $217 million for the fiscal third quarter of 2018, a sequential growth of 6.2 percent and 23 percent above the prior year's quarter. Revenue in the communications infrastructure market was down slightly from the prior quarter, reflecting softness in Asia.