29 March 2011

Opto sector growth seen at equipment & material suppliers

Despite flattening revenue growth at component makers Oclaro and Cree, Strategy Analytics sees continued growth in the optoelectronics segment of the compound semiconductor industry because of January announcements of new products, equipment orders and capacity expansion.

The market research firm’s viewpoint ‘Compound Semiconductor Industry Review January 2011: Optoelectronics, Materials and Equipment’ captures January’s product, technology, contract, employment and financial announcements for major optoelectronic material, device and equipment suppliers including Aixtron, Bridgelux, Cree, KLA-Tencor, Emcore, JDSU, Oclaro, Agilent and IQE (categorized by material and equipment, laser, LED and compound photovoltaic activity).

“Strong activity at the front-end of the optoelectronic supply chain should sustain continued growth for this segment in 2011,” notes Eric Higham, director of the Strategy Analytics GaAs and Compound Semiconductor Technologies Service. “Demand for solar energy is increasing strongly. LED use is quickly expanding into a broadening range of consumer applications,” he adds.

“The January product, equipment and capacity announcements show strength in the optoelectronics portion of the compound semiconductor industry,” notes Asif Anwar, director in the Strategy Analytics Strategic Technologies Practice.

See related items:

IQE’s final 2010 revenue up 38%, tripling profit

Aixtron’s revenue grows more than 2.5-fold in 2010

Tags: Aixtron IQE

Visit: www.strategyanalytics.com

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