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Global and Chinese GaAs Industry Report, 2012-2013
In 2013H1, the biggest news in GaAs industry lay in QUALCOMM's introduction of CMOS PA in February. CMOS PA showed up before 2000, but has not been available in volume and only used in 2G field presently, mainly due to the difficulty to find balance between costs and performance. Yet, it seems that RF360 of QUALCOMM wants to break through the limitation. QUALCOMM is a large mobile phone Baseband vendor, whose revenue comes mainly from 3G and 4G telecommunication patent and Baseband, and is expected to get
USD24.5 billion in 2013. Among that, shipment of Baseband is anticipated to reach 700 million units, valuing about
USD13.5 billion .
Gross margin of mobile phone PA is less than half of that of QUALCOMM's Baseband, and running very high market risk. PA is the second important part of mobile phone, which not only decides the voice quality but also determines the stand-by time and talking time. The enterprise seldom changes PA suppliers, once they were selected.
RF360 of QUALCOMM is mainly to deal with MTK and Spreadtrum, and aiming at knock-off digital product Whitebox vendors. Vendors of Whitebox adopt the platform of MTK or Spreadtrum instead of QUALCOMM, for the simpler design and higher level of integration of overall solution of the former two. As for QUALCOMM, it is expert in Baseband design, not integrated solution. So QUALCOMM can't enter the knock-off digital product market, which contains more than 100 million sets. So as to set foot in the field, QUALCOMM introduces the RF360 on purpose, and this chip lowers the mobile phone design difficulty to a large extent. Bundle sales of RF360 and Baseband of QUALCOMM will equip Whitebox vendors with ability to design mobile phone independently.
On the other side, as the No.1 mobile phone vendor, SAMSUNG contributes about
USD5 billion to QUALCOMM each year, though unwillingly, since the market of Basebands for smartphone (except Chinese knock-off digital product Whitebox) is monopolized by QUALCOMM.
1 Overview of GaAs
1.1 Profile of GaAs
1.2 Application of GaAs
1.3 Comparison among GaAs, GaN and SiGe
1.4 Manufacturing Technique of GaAs
2 GaAs Industry
2.1 Industry Chain of GaAs
2.2 Global Capacity of GaAs
2.3 GaAs Supply and Demand
2.4 Ranking of GaAs Vendors
3 Downstream Market of GaAs
3.1 Network Devices
3.2 Mobile Phone
3.3 Global Mobile Phone Market Size
3.4 Mobile Phone Market Structure by Brands
3.5 Smart Phone Market and Industry
3.6 China Mobile Phone Industry by Region
3.7 China Mobile Phone Export Scale
3.8 China Mobile Phone Export Characteristics
3.9 China Mobile Phone Export by Region
4 Wireless RF System Front-End
4.1 RF System of Latest Mobile Phones and Tablets
4.2 Mobile Phone RF Front-End System
4.3 Mobile Phone Filter
4.3.1 TDK-EPC
4.4 Mobile Phone Antenna Switch
4.5 Mobile Phone PA
4.6 Supply Relationship between Mobile Phone PA and Brands
4.7 QUALCOMM RF 360
4.8 Competition among GAAS PA, RF MEMS and XMOS PA
5 GaAs Vendors
- ANADIGICS
- AVAGO
- AWSC
- AXT
- FREIBERGER
- GCS
- HITTITE MICROWAVE
- IQE
- KOPIN
- M/A-COM TECHNOLOGY
- MURATA
- RDA
- RFMD
- SEDI
- SEMICONDUCTOR DIVISION OF SUMITOMO ELECTRIC
- SKYWORKS
- TRIQUINT
- VPEC
- WIN SEMICONDUCTOR
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