Abstract

Whilst silicon technologies will continue to impinge on GaAs markets, GaAs technology will continue to play a pivotal role in the cellular handset market, increasing its penetration of PA applications and retaining a near 100 percent penetration of the switch IC segment. WLAN and millimetre-wave auto RADAR applications will provide emerging growth opportunities for the GaAs industry. Overcapacity remains a problem in the GaAs device industry and the market will see continuing consolidation.