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Market Research Report

The GaAs IC Market

Published by The Information Network
Published January, 2012 Product code 4972
Content info 155 pages
Price
US $ 2495 PDF by E-mail
US $ 2595 PDF by E-mail & Hard Copy


The GaAs IC Market published by The Information Network in January, 2012. This report consists of 155 pages and the price starts from US $ 2495.

Introduction

Abstract

Microwave Monolithic Integrated circuits, MMIC and RFIC, is the foundation of today's telecommunication and sensor systems.While GaAs and silicon based IC-technologies are used in today's microwave link, radar, and remote sensing applications, emerging technologies such as wide band gap (SiC, GaN etc) and InP/antimonide based devices are expected to become commercially available within a few years, with an expected large impact on system performance. The downscaling of silicon technologies such as CMOS and SiGe-HBT according the Moore's law, has now resulted in device performance close to the III-V technologies with cut-off frequencies exceeding 300GHz. As an expected result, highly integrated microwave and millimetre wave systems will likely be available also for broader consumer massmarket applications due to the reduced cost and increased functionality.

For GaAs IC suppliers, there are a number of trends. We've been waiting years for 3G mobile and it looks like it's finally here with meaningful volumes in the 150 million unit region. The 3G RF chip content of a cell phone and see it has gone up significantly because of the multi-mode, multi-band phones. There's just more RF content in there. In the industry, the GaAs content for GSM phones is around $1.50, for an EDGE phone, $2.50, for a 3G phone about $6. Similar things are going on in the WiFi space. It's going through the transition to 802.11n, which has more RF content. The transition takes the RF content value from below $1 to above $2. On the supply side, the RF industry has seen consolidation over the past few years. RF has lost suppliers. Philips was a large player. They spun out NXP and announced they will not participate in the RF space. Renesas slowly looked to other areas for growth and lost RF share. There used to be four GaAs fabs in Taiwan and now there are two. We anticipate rising demand and finally, consolidation of supply around the big players.

There is investment going on now for auto radar for both adaptive cruise control and early warning for collision. If you can have a couple fractions of a second early warning before an actual collision, certain things can be deployed in the car fractions of second earlier and have a favorable impact on the likelihood of survivability of an accident. So the industry is looking closely at auto radar. Not only for safety but also for convenience. Adaptive cruise control sets a distance instead of speed. Collision detection and the early deployment of safety features is a good market for our technology because they're looking at 77Ghz as one of the bands for this type of activity and that's in the sweet spot for our technology.

Improvements in integration envelope for GaAs ICs and the ability to operate at higher voltages will give this technology a new lease on life. The rapid trend toward complex multiband, multimode cellular and mobile handset designs with integrated front-end modules will continue to drive the consumption of compound semiconductor HBTs and pHEMTs in emerging handsets, while the ability to deliver linear, rugged high-power Pas at 24 V to 28 V will open the infrastructure door for GaAs HBTs.

Table of Contents

Chapter 1 - Introduction

Chapter 2 - Executive Summary

  • 2.1. Summary of Major Issues
  • 2.2. Summary of Market Forecast

Chapter 3 - Technology Issues

  • 3.1. GaAs Devices
    • 3.1.1. FETs
    • 3.1.2. HEMTs
    • 3.1.3. HBT
  • 3.2. Comparison of Logic Structures
    • 3.2.1. Buffered FET Logic
    • 3.2.2. FET Logic
    • 3.2.3. Capacitively Enhanced Logic
    • 3.2.4. Direct-Coupled FET Logic
    • 3.2.5. Source-Coupled FET Logic
  • 3.3. Material Issues
    • 3.3.1. Wafer Production
    • 3.3.2. Etch Pit Densities
  • 3.4. Equipment
    • 3.4.1. Implanters
    • 3.4.2. Lithography
    • 3.4.3. Etching
    • 3.4.4. Deposition
    • 3.4.5. Rapid Thermal Processing
  • 3.5. Packaging
    • 3.5.1. Package Types
    • 3.5.2. Bonding
  • 3.6. Testing
  • 3.7. Design

Chapter 4 - Applications for GaAs ICs

  • 4.1. Introduction
    • 4.1.1. The Trend Toward Higher Frequencies
    • 4.1.2. Transition from Analog to Digital Modulation
    • 4.1.3. Discrete Components and Silicon-Based ICs
  • 4.2. Markets
    • 4.2.1. Telecommunications Systems
    • 4.2.2. Television Systems
    • 4.2.3. Computing
    • 4.2.4. Data Communications
    • 4.2.5. Automotive
    • 4.2.6. Automated Test Equipment
    • 4.2.7. Military

Chapter 5 - IC Supplier and End-User Issues

  • 5.1. Introduction
  • 5.2. Competing Against Silicon
  • 5.3. Competing Against The Japanese
  • 5.4. Taiwan's Market Momentum
  • 5.5. Korea's Market Momentum
  • 5.6. Wafer Sizes
  • 5.7. Competing Against SiGe
    • 5.7.1. Introduction
    • 5.7.2. Technology
      • 5.7.2.1. Strained Silicon
      • 5.7.2.2. Device Manufacturing
    • 5.7.3. Applications
      • 5.7.3.1. Wireless LAN
      • 5.7.3.2. WiMAX
      • 5.7.3.3. Bluetooth
      • 5.7.3.4. Cellular
      • 5.7.3.5. GPS

Chapter 6 - Market Forecast

  • 6.1. Driving Forces
  • 6.2. Market Forecast Assumptions
  • 6.3. GaAs IC Market Forecast
  • 6.4. SiGe IC Market Forecast
  • 6.5. End Application Market

Chapter 7 - Profile of GaAs IC Manufacturers

LIST OF TABLES

  • 5.1. Cost Comparison for GaAs Structures
  • 5.2. A Comparison of SiGe BiCMOS, RF CMOS, and InGaP/GaAs
  • 6.1. Worldwide Merchant GaAs IC Market Forecast By Device Type
  • 6.2. Worldwide Merchant Market Forecast By Geographical Region
  • 6.3. Worldwide Merchant Market Forecast By Application
  • 6.4. Market Shares of Merchant Participants - 2011
  • 6.5. A Comparison of SiGe BiCMOS, RF CMOS, and InGaP/GaAs

LIST OF FIGURES

  • 3.1. Schematic of GaAs MESFET
  • 3.2. Schematic of GaAs HEMT Device
  • 3.3. Schematic of GaAs HBT Device
  • 3.4. Schematic of GaAs HBT Device
  • 3.5. Symbolic Representations of Various GaAs Transistor Type
  • 3.6. Schematic of BFL Logic Gate
  • 3.7. Schematic of FETL Logic Gate
  • 3.8. Schematic of CEL Logic Gate
  • 3.9. Schematic of DCFL Logic Gate
  • 3.10. Schematic of SCFL Logic Gate
  • 3.11. Full wafer EPD mapping of LEC and VGF wafers
  • 3.12. Mesoscopic EL2 mapping of LEC and VGF wafers
  • 3.13. pHEMT MMIC Process Flow Chart
  • 3.14. 0.15 Micron 3MI Process Cross Section
  • 3.15. InGaP HBT Process
  • 5.1. Comparison of Die Costs of Si and GaAs
  • 5.2. Strained Silicon Germanium Technology
  • 5.3. Fourth Generation Of Strain Technology
  • 5.4. Performance Versus Germanium Content
  • 5.5. Bulk Versus SOI Strain Method
  • 6.1. Worldwide Merchant GaAs IC Market Forecast
  • 6.2. Worldwide GaAs Merchant Market Forecast By Geographical Region
  • 6.3. Worldwide GaAs Merchant Market Forecast By Application
  • 6.4. Global Handset Market
  • 6.5. Migration Of PA's In Handset Market
  • 6.6. CMOS Replacement Of Bipolar And GaAs
  • 6.7. Worldwide SiGe Market Forecast

Press Release

GaAs IC Market Grew Only 1% in 2011 Following 36% Growth in 2010 Says The Information Network

January 12th, 2012

Global Information Inc. would like to present a new market research report, "The GaAs IC Market" by The Information Network.

Weak wireless demand resulted in nearly stagnant growth in Gallium Arsenide (GaAs) ICs in 2011, according to The Information Networks new report, "The GaAs IC Market"

"Every cell phone contains Power Amplifiers (PA), which enables the handset to transmit voice and data back to the base station tower to route a call to another phone number or Internet address. PAs, the most critical radio frequency component in the phone are currently dominated by circuits made with Gallium Arsenide (GaAs)," noted Dr. Robert Castellano, president of The Information Network.

GaAs ICs grew 1% in 2011 following a 36% in 2010, as a result of weak demand in wireless  cell phones and WiFi. This represents the smallest growth since a 1.7% gain in 2009. The wireless/WiFi market should recover in 2012 and the GaAs IC market should register an 8% gain.

3G handsets often contain up to five PAs, and GaAs makes up 100% of the market, which is close to $5 billion. In addition, the number of PAs per handset is growing because of: complex 3G systems, global roaming support, and data roaming support. Pricing for PAs has increased from $0.80 per handset to $2.90 currently and is projected to increase to greater than $3.50 once Long Term Evolution (LTE) and Advanced Wireless Services (AWS) spectrum emerge in advanced handsets in the marketplace.

While industrialized countries are using 3G networks, todays world is a mixture of 2/2.5G and 3G networks, the heavy majority of subscribers are actually on 2G-based networks  and predicted to remain so for a number of years. Of new handsets sold in 2010, about 50% will still be 2G. Between 70 to 80% of Skyworks and RF Micro Devices GaAs business is in PAs.

2G handsets contain 1 PA, so it represents a sizable market. Because they arent as technologically advanced as 3G cell phones, particularly smartphones, silicon is making inroads in the GaAs domain. For 2011, only 90% of PAs were made in GaAs, 5% in silicon CMOS, and 5% in silicon LDMOS.

Besides the technical dynamics, Skyworks has positioned in the market by its mid-2009 acquisition of CMOS PA supplier Axiom Micro Devices. Also, in September 2009, privately held Black Sand announced the worlds first 3G CMOS RF PA. Black Sands proprietary CMOS PA architecture offers a breakthrough in combined performance, cost, battery life, and reliability for mobile devices. Other CMOS PA companies of note include Javelin and Amalfi. Another rumored to be working on CMOS PA is ACCO.

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