10 April 2012

Skyworks’ 27% growth extends GaAs device market lead in 2011

The merchant gallium arsenide device market slowed considerably in second-half 2011, reducing full-year revenue growth to 6% (to nearly $5.8bn), compared with 2010’s 35%. The four largest GaAs device maker — Skyworks Solutions, TriQuint, RFMD and Avago Technologies —  remain unchanged from a year ago but, despite the slowdown, Skyworks (with revenue growth of 27% greatly outstripping the market) has extended its lead, according to the Strategy Analytics GaAs and Compound Semiconductor Technologies Service (GaAs) Insight ‘Skyworks Remains Largest GaAs Device Manufacturer’.

The report explores 2011 GaAs device revenue results and growth trends, as well as revenue performance of the leading device makers including RF Micro Devices, TriQuint Semiconductor, Avago Technologies, Renesas Electronics, Hittite and WIN Semiconductors. While device makers continue to diversify their target market applications, mobile handset growth (particularly smartphones) continue to drive the GaAs device industry, notes the market research firm. In particular, TriQuint surpassed RFMD for second place.

“While the 2011 growth rate of the GaAs device market was right around its historical average of 6%, Skyworks and WIN Semiconductors did more than significantly better,” says Eric Higham, director of the Strategy Analytics GaAs and Compound Semiconductor Technologies Service. “The big increase at Skyworks is a testimonial to their efforts for diversifying smartphone customers, products, technology and market applications,” he adds.

“The growth at WIN Semiconductors indicates their commitment to expansion, and also reflects success for outsourcing foundry operations in the GaAs device industry,” notes Asif Anwar, director, Strategy Analytics Strategic Technologies Practice.

See related items:

GaAs device revenue grows 6% in 2011, returning to historical averages

GaAs device market grows 32% from $4.3bn to $4.9bn in 2010

Tags: GaAs device market Skyworks

Visit: www.strategyanalytics.com


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