News

5 November 2009

 

Avago, Eudyna and WIN make gains in $4bn GaAs device market

Avago Technologies, Eudyna Devices and Taiwan’s WIN Semiconductor made impressive gains in market share in 2008, ascending the top-ten list in the annual ranking of the world’s leading gallium arsenide (GaAs) device makers by market research firm Strategy Analytics.

RF Micro Devices remains the leading GaAs vendor by revenue, but its closest rivals - fellow US firms Skyworks Solutions and TriQuint Semiconductor - are pushing it hard.

In addition, Avago Technologies overtook Anadigics as the fourth-ranked supplier in 2008, and Eudyna took Mitsubishi Electric's position as the leading Japanese GaAs vendor, as the structural change within the Japanese electronics industry is translating into an unprecedented rate of change in the ownership and management of firms running GaAs fabrication plants (with Eudyna, NEC, OKI, Renesas, Sony, Toshiba, Panasonic and Sanyo all in the process of merging or major structural change).

Fast-growing WIN Semiconductor is neck-and-neck with TriQuint as the largest supplier of GaAs foundry services as the accelerating global trend towards outsourced and hybrid manufacturing has benefited WIN, establishing it as a top-ten player.

“Despite the onset of the global financial crisis, the GaAs industry grew 8% to reach a total value of $4bn,” says Asif Anwar, director of the Strategy Analytics GaAs service. Although the end of the year saw production slump to a near-standstill, Strategy Analytics believes that the GaAs industry hit bottom during first-half 2009, and has since recovered its former momentum, with no major casualties resulting from the global recession.

Other findings from Strategy Analytics’ reports ‘GaAs Device Vendor Market Share 2008: North America’ and ‘GaAs Device Vendor Market Share 2008: Asia Pacific and Europe’ include that:

• M/A-COM will benefit from its ownership change, and this will help it to challenge competitors in the future;
• revenues at Japanese GaAs device makers increased sharply; and
• United Monolithic Semiconductors (UMS) cemented its position as the leading European source of GaAs devices. However, Europe now houses just two primary GaAs device makers (UMS and OMMIC).

See related items:

GaAs device market consolidates on top three after 9% growth in ‘08

GaAs device market to shrink 5% in 2009

GaAs market grew 17% to $3.6bn in 2007

Search: GaAs device market

Visit: www.strategyanalytics.com