LONDON — The Gallium Arsenide device market will face a 5 percent decline next year compared to 2008 according to market research group Strategy Analytics.
However, the researchers still maintain that this year will see a growth of 9 percent, with the GaAs industry growing to $3.9 billion from $3.5 billion in 2007.
Growth is expected to return in 2010, with the GaAs device market growing at a reduced compound annual average growth rate (CAAGR) of 7 percent through 2012, against the previously forecasted CAAGR of 9 percent.
The corresponding demand for GaAs substrates will decline by 10 percent in 2009, with growth returning in 2010. Strategy Analytics' latest forecast suggests substrate demand will grow at a CAAGR of 4 percent through 2012.
"Negative growth in handset shipments for the next year, along with slowdowns in other markets, will slow GaAs industry growth over our earlier projections," said Asif Anwar at Strategy Analytics. "However, we maintain that the overall metrics for the industry remain strong and we are not going to see the industry collapse as it did in 2001."
Some key points from the revised outlook suggests that demand from the military sector will not be impacted through 2012 due to a healthy backlog in the supply chain; that the cellular handset market will continue to drive around 70 percent of GaAs device demand through 2012; and that the Wi-Fi market will still grow to be the second largest market for GaAs in 2012 with the market growing at a CAAGR of 20 percent through 2012.
A comprehensive suite of data from Embedded.com's 2008 user survey, this report unearths some surprises among embedded developers: a decline in interest in embedded Linux, a reticence to use source-code analysis tools, and significant increases in the delays in development projects.
A joint project of EE Times, Piper-Jaffray, and Sandia National Laboratories' FPGA Mission Assurance Center, this report updates the 2006 survey by showing that the shift from wide-scale ASIC use to production FPGAs has already occurred. This year's report includes expanded sections for analog components and military-aerospace applications.
A comprehensive overview of venture investments in the electronics industry made during calendar year 2007. This study focuses on areas such as "cleantech" investment, fabless semiconductor investment, and wireless end markets such as WiMax. Available as a PDF report, and as a combined report and Excel spreadsheet.
Waiting for the Mobile Payments Global Infrastructure - Near-Field Communications holds the promise of being the underlying technology for all mobile payment schemes. But NFC has faced a long gestation, driven by slow development of application software and a variety of chip-set support schemes. This report provides a careful look at when NFC and contactless payments from a handset can experience the growth rates promised for the last five years.
The uncertain extent of primary telecom transport cannibalization of form factors turns on the hinges of global deployments. Current trends suggest a rapid transition in the North American market from full-sized ATCA to uTCA and its smaller cousins, like PicoTCA. If carriers in Asia and Europe follow this trend to smaller, more power-efficient central offices and POPs, overall ATCA shipments may be dominated by uTCA well before 2015. If traditional rack-mount sizes dominate in overseas markets, full-sized ATCA could carve out its own portion of the market of a size approaching several billion dollars per year by 2015. In any event, the drive toward standardization will favor the growth of an overall ATCA/uTCA market to a point exceeding $5 billion per year by 2012.
In 2007, the IEEE 802.3 working group for Ethernet took a revolutionary step and approved two separate paths beyond 10 Gbit/sec speeds: one standard is for 40-Gbit/sec Ethernet channels, the other for 100-Gbit/sec channels. Today, the choice of two speeds could accelerate design for those who were hesitant at moving directly to 100 Gbits/sec, or it could slow implementation of practical prototypes by diluting efforts to develop a faster Ethernet. Early indications suggest the first alternative remains the most likely, and this implies that a 40-Gbit/sec market will be first to emerge.
The semiconductor industry has dominated electronics for four decades using silicon and other elements doped with inorganic materials. A new generation of technology aims to use organic polymers to produce light emitting diodes (LEDs) and transistors that use less power, are lighter and more flexible and can be made more cheaply using ink jet printing techniques and low cost materials.
RSS
Digital
RSS| 
Digital| 
Mobile
