5G/Massive MIMO Channel

Wolfspeed Scrambling to Add GaN RF Capacity to Support 5G Demand

“We anticipate demand exceeding supply for the next few quarters”

Wolfspeed's revenue grew 72 percent year-over-year in Q3, accompanied by improved gross margin. However, 5G demand for the company's GaN transistors has exceeded capacity, and Cree CEO Gregg Lowe says it will take a few quarters to add the needed capacity to catch up.

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Apple Reports Fiscal Q2 Results, Sees iPhone Demand in China Improving

Strong demand for Apple’s services, iPad, wearables and Mac computers wasn’t sufficient to offset weakness in iPhone sales, leading to a net 5 percent year-over-year (Y/Y) decline in revenue in the company’s second fiscal quarter (Q2). However, CEO Tim Cook expressed a positive outlook for iPhone sales in China, the world’s biggest cellular market.

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