Abstract

Over the next five years, analog GaAs semiconductor suppliers participating in emerging wireless applications face critical choices in markets, processes, levels of integration, product categories, packaging, and sales channel match. How will GaAs suppliers win? Historically, GaAs vendors have focused on designs and processes which expand the envelope of performance. Now there are other factors which will be at least as important as maximum performance in determining the GaAs winners when competing against lower material cost technologies such as Silicon.