Global and China GaAs Industry Report, 2012-2013

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Jun 13, 2013, 12:46 ET

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Global and China GaAs Industry Report, 2012-2013
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In 2013H1, the biggest news in GaAs industry lay in QUALCOMM's introduction of CMOS PA in Feb, corresponding to LTE. That once again initiated the war between CMOS and GaAs. Yet, most people believe that, QUALCOMM did that only to increase competitiveness of its Baseband, not grab market of GaAs vendors.

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. So, SAMSUNG is developing Baseband presently, and some have already been used for the Galaxy S3. However, QUALCOMM introduced RF360 to raise the industry threshold and stop SAMSUNG from developing its own Baseband. SAMSUNG is very weak in RF field, even weaker than Chinese vendors.

Lots of start-ups are dedicated to replacing GaAs PA with CMOS PA, among which, AXIOM has already realized a shipment of over 10 million sets for 2G mobile phones. In addition, Javelin announced to mass-produce 3G PA with CMOS technique this June.

Unlike the start-ups, RFMD, Anadigics, Infineon and other existing suppliers showed skepticism about CMOS PA, believing that it is hard for CMOS PA to strike balance between costs and performance. Even Skyworks, who acquired AXIOM, thinks that application of CMOS PA in high-end market like 3G and 4G is very limited.

Presently, CMOS PAS still has difficulties to achieve balance between costs and performance. It is inferior to GaAs in amplifier performance, further doesn't have absolute advantage of costs. However, many large GaAs vendors acquired CMOS PA companies one after another to make technical reserves. On Apr. 30, 2013, Avago Technologies finished the acquisition of Javelin Semiconductor, without revealing the price. RF Micro Devices took over CMOS PA start-up Amalfi. In 2009, Skyworks acquired Axiom Microdevices. Several weeks ago, Peregrine Semiconductor declared to cooperate with Murata in developing CMOS silicon-on-sapphire PAs for potential applications of front-end mobile phone modules.

Global and China GaAs Industry Report, 2012-2013 covers the followings:
1 Brief introduction to GaAs
2 Industry overview of GaAs
3 Downstream market of GaAs
4 Analysis on mobile phone RF system
5 Study on 19 GaAs vendors

Table of Contents

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
5.1 MURATA
5.2 KOPIN
5.3 SEMICONDUCTOR DIVISION OF SUMITOMO ELECTRIC
5.4 FREIBERGER
5.5 AXT
5.6 IQE
5.7 WIN SEMICONDUCTOR
5.8 AWSC
5.9 VPEC
5.10 GCS
5.11 TRIQUINT
5.12 AVAGO
5.13 ANADIGICS
5.14 RFMD
5.15 RDA
5.16 SKYWORKS
5.17 SEDI
5.18 HITTITE MICROWAVE
5.19 M/A-COM TECHNOLOGY

Selected Charts

Major Producers in GaAs Industry Chain
Capacity of Major Global GaAs IDM Vendors, 2008-2013
Capacity of Major Global GaAs Foundries, 2008-2013
Global GaAs Demand, 2010-2015
Capacity and Market Share of Global GaAs Vendors
Revenue Ranking of Global GaAs Vendors, 2011-2013
Shipment of Global Household Wireless Network Equipment, 2010-2015
Global Enterprise-Level Network Device Shipment, 2010-2015
Global Wi-Fi Device Shipment, 2010-2014
Proportion of 4G Mobile Phone, 2010-2015
Average PA Consumption per Mobile Phone, 2010-2015
Global Mobile Phone Shipment, 2007-2014
Global CDMA/WCDMA Mobile Phone Shipment by Region, 2010-2013
Quarterly Shipment of Global Mobile Phone by Brand, 2010-2011
Shipment of Major Global Mobile Phone Vendors, 2011-2012
Operating System of Global Smart Phone, 2012Q4
Shipment of Major Chinese Smart Phone Vendors, 2011-2012
China Mobile Phone Output by Region, 2012
Export Volume and Growth Rate of China Mobile Phone, 2000-2012
Export Value and Growth Rate of China Mobile Phone, 2002-2012
Export Volume and ASP of China Mobile Phone, 2002-2012
China's Top 10 Mobile Phone Export Destinations by Shipment, 2011-2012
Mobile Phone and Tablet - RF Framework
HTC ONE RF System
Blackberry Z10 RF System
SAMSUNG GALAXY S4 RF System
Google NEXUS 4 RF System
IPHONE 5 RF System
SAMSUNG S3 RF System
Market Size of Filters and Duplexers of Mobile Phone, 2010-2016
Market Share of Major BAW, SAW Vendors, 2011
Revenue and EBIT of TDK-EPC, 2008-2011
Revenue of TDK-EPC by Product, 2008-2011
Shipment of Antenna Switches of Mobile Phone by Technology, 2010-2016
Market Share of Major Mobile Phone Antenna Switches Producers, 2012
Revenue of Major Global Mobile Phone PA Producers, 2010-2012
Market Share of 3G and 4G Mobile Phone PA Producers, 2011
Market Share of 3G and 4G Mobile Phone PA Producers, 2012
Market Share of 2G Mobile Phone PA Producers, 2011
Proportion of Major PA Suppliers of Nokia, 2010-2012
Proportion of Major PA Suppliers of Samsung, 2010-2012
Proportion of Major PA Suppliers of LG, 2010-2012
Proportion of Major PA Suppliers of China-based Grey Brands, 2011-2012
Proportion of Major PA Suppliers of APPLE, 2011-2012
RF 360 Framework
Sales and Operating Margin of Murata, FY2009-FY2014
Sales of Murata by Region, FY2009-FY2013
Revenue, New Orders and Backlog of Murata, FY2009Q3-FY2012Q4
Operating Income and Net Income of Murata, FY2009Q3-FY2012Q4
Orders of Murata by Product, FY2011Q1-FY2012Q4
Revenue of Murata by Product, FY2011-FY2014
Revenue of Murata by Downstream Application, FY2011-FY2014
Market Share of Global GaAs Epilayer Vendors, 2010-2011
Kopin Global Distribution
Revenue and Operating Margin of KOPIN, 2006-2011
Revenue of KOPIN by Business, 2008-2011
Revenue of KOPIN by Client, 2008-2011
Revenue and Operating Margin of AXT, 2004-2012
Revenue of AXT by Product, 2006-2012
Revenue of AXT by Region, 2006-2012
Revenue and Operating Margin of IQE, 2005-2013
Revenue of IQE by Business, 2008-2012
Revenue of IQE by Region, 2008-2012
Revenue and Operating Margin of WIN Semiconductors, 2006-2013
Gross Margin, Net Income and Operating Margin of WIN Semiconductors, 2009Q1-2011Q3
Gross Margin and Operating Margin of WIN Semiconductors, 2009-2012
Monthly Revenue of WIN Semiconductors, Apr. 2011-Apr. 2013
Capacity of WIN Semiconductors, 2005-2013
Output of WIN Semiconductors, 2009-2013
Core Competitiveness of WIN Semiconductors
Revenue and Gross Margin of AWSC, 2006-2013
Monthly Revenue of AWSC, Apr. 2011-Apr. 2013
Revenue and Operating Margin of VPEC, 2005-2013
Monthly Revenue of VPEC, Apr. 2011-Apr. 2013
Quarterly Revenue of VPEC by Product, 2012Q1-2013Q4
Revenue and Gross Margin of TRIQUINT, 2001-2013
Revenue of THIRQUINT by Business, 2005-2012
Mobile Phone Revenue of TRIQUINT by System, 2005-2012
Revenue of Network Division of TRIQUINT by Product
GaAs Capacity of TRIQUINT's Texas Plant, 2009Q1-2011Q4
BAW Capacity of TRIQUINT's Texas Plant, 2009Q1-2011Q4
FLSAW Capacity of TRIQUINT's Florida Plant, 2009Q1-2011Q4
FLIPCHIP Capacity of TRIQUINT's Costa Rica Plant, 2009Q1-2011Q4
RF Framework Trend of Smart Phone
Revenue and Operating Margin of AVAGO, FY2004-FY2013
Revenue of AVAGO by Division, FY2007-FY2013
Revenue and Gross Margin of ANADIGICS, 2003-2013
Revenue of ANADIGICS by Client, 2007-2012
Revenue of ANADIGICS by Business, 2005-2012
Revenue of ANADIGICS by Region, 2008-2012
Revenue and Operating Margin of RFMD, FY2002-2013
Revenue of RFMD by Division, FY2009-2013
Revenue of RFMD by Region, FY2010-2012
Revenue and Operating Margin of RDA, 2007-2013
Revenue of RDA, 2009Q1-2012Q1
Baseband Product Roadmap of RDA
Product Roadmap of RDA
Major Clients of RDA
Gross Margin of RDA, 2011Q1-2013Q1
China Market Share of RDA's Products
Product Schedule of RDA
Revenue of RDA by Product
Revenue and Gross Margin of SKYWORKS, FY2002-FY2013
Expenditures of SKYWORKS, FY2007-FY2012
Revenue and Operating Margin of SKYWORKS, FY2012Q1-FY2013Q2
Revenue of SKYWORKS by Region, FY2005-FY2012
Revenue of SKYWORKS by Client, FY2007-FY2012
Revenue and Operating Income of Hittite Microwave, 2007-2013
Revenue and Operating Income of M/A-COM, 2007-2013
Revenue of M/A-COM by Product, 2010-2012