Global Market Data for a Range of Microwave & Millimeter-wave Connectorized Amplifiers and IMAs into EW, Radar and SATCOM - including Global Market Forecasts to 2016

This report covers the following categories of connectorized microwave and millimeter-wave modules: broadband amplifiers, limiting amplifiers, low-noise amplifiers, low-phase-noise amplifiers, medium-power amplifiers, power amplifiers, CW-immune DLVAs, SDLVAs, "Other" DLVAs, frequency converters, frequency synthesizers and transceivers.

"Amplifiers and Integrated Microwave Assemblies" (AIMAs) provides comprehensive "free world" market forecast data for microwave electronic module products sold into in the electronic warfare (EW), radar, ground-based SATCOM and space-based SATCOM segments.

The report separates products and applications into microwave (0.5 to 18 GHz) and millimeter-wave (above 18 GHz). Whilst microwave products always take the lion’s share of all markets those for millimeter-wave products are growing comparatively rapidly. This report indicates that the overall global total available market (TAM) amounted to just over US$1.1BN in 2010 and will reach almost US$1.3BN in year 2016. The ground-based SATCOM segment leads both for microwave and millimeter-wave modules – the latter being strongly driven by the on-going K/Ka-band developments requiring frequency converters and transceivers. B-SAT1 report, released summer 2011, covers these types of products in detail and includes highly granular geographic market data.

According to this reoprt, the three largest microwave markets are occupied by broadband amplifiers, sub-30-W power amplifiers and frequency synthesizers. Each of these market segments is valued in the low hundreds of US$M for the 2010 base year.

Major OEM players in this market include, amongst several others Elisra Electronic Systems, M/A-COM Technology Solutions, MITEQ and Tokyo Keiki. In the AIMAs report the Top 10 suppliers are identified and analysed in terms of their market shares.

TABLE OF CONTENTS

Executive Summary                                
ES.1    Introduction                                    
ES.2    Product Categories, Application Segments & Frequency Bands            
ES.3    OEM Players                                    
ES.4    Technology and other Trends Impacting the Markets Generally            
ES.5    Definitions and Organization of the Data and Forecasts                
ES.6    Comparisons Between this Report and Engalco’s MGMSS Report            
ES.6.1 Methodologies and Product Categories                        
ES.7    Overall Global TAMs            

            
Section 1    The Military Demand Side        
1.1    Introduction                                
1.2    Military Aircraft—Existing fleets and Forecasted Equipping Programs        
1.3    Order Forecasts for Relatively New Military Aircraft                
1.3.1    F-35 JSF “Lightning II”.                        
1.3.2    EA-18G “Growler”.                            
1.3.3    Eurofighter “Typhoon” (Pan-European).                    
1.3.4  Microwave/millimeter-wave Based Systems on Board Typhoons        
1.3.5  Rafale (France)                                    
1.3.6  Gripen (JAS-30)                                 
1.3.7  Helicopters                                
1.3.8  Unmanned Systems (US’s)                
1.3.8.1 Mantis                                
1.3.8.2  MQ-1C ("Gray Eagle"/"Sky Warrior")                    
1.3.8.3  MQ-9 Reaper                        
1.3.8.4  nEUROn                             
1.3.8.5  Taranis                             
1.4    Some Particularly Significant Ship Programs.            
1.4.1    UK Royal Navy destroyers.                    
1.4.2    German Navy frigates                             
1.4.3    Some Relevant US Ships                             
1.5    Numbers of Naval Ships Available Regionally for EW, Radar
and SATCOM System Upgrades                            
1.6        Autonomous Underwater Vehicles (AUVs)                
1.7        Military Spacecraft                
1.7.1 The Impact of ITAR on Satellite Technology        
1.7.2 Military Spacecraft                        
1.7.2.1 The Advanced Extremely High Frequency (AEHF) Satellite Program    
1.7.2.2 The Wideband Gapfiller Satellite (WGS) Program                
1.7.2.3 Summary of Some Scheduled US Military Satellite Launches        
1.8        GPS Applications in Defense                    
1.9    Selected Examples of Systems Block Diagrams    
 
Section 2 The Commercial SATCOM Demand side                
2.1     Commercial Systems                                
2.2     Commercial Aircraft—Existing Stocks and Forecasted
        Equipping Programs                                
2.3     New SATCOM Systems for Commercial Ships                
2.4 VSAT Terminals                        
2.5     Space-related Systems            
2.5.1    Specific launch plans for commercial satellites        
2.5.2    Iridium’s NEXT Satellite System Project                        
2.5.3    The Impact of ITAR on Satellite Technology                    
2.5.4    Europe's Galileo Project      

                     
Section 3    Product Categories and Positioning                    
3.1    Introduction                                    
3.2    Principal Groups of Products                        
3.3    Summary of Typical Supply Chains                            
3.4    Space-qualified Products    

            
Section 4 Supply Side OEMs                    
4.1    Introduction                                
4.2    Detailed Considerations of the Supply-Side of the Industry            
4.3    Analysis by Product Classification Category                    
4.4    OEMs offering microwave products                    
4.5    OEMs offering millimeter-wave products                    
4.6    Market Shares                      

     
Section 5    Supply-Side Industry Structure                        
5.1    Introduction                        
5.2    Reminder of Typical Supply Chains                            
5.3    Observations Regarding Some Relatively Large OEMs                
5.4    Observations Regarding Certain Acquisitions                        
5.5    Industry (OEM) Dynamics

Section 6 Market Data and Forecasts for the Products: 2010-2016        
6.1    Introduction                                
6.2        Product Categories, Application Segments & Frequency Bands            
6.2.1  Product Categories                                        
6.2.2  Application Segments                                    
6.2.3  Frequency Bands                                        
6.3    Technology Trends Impacting the Markets Generally                
6.4         Definitions and Organization of the Data and Forecasts                
6.4.1  Total Markets, TAMs and Captive Markets                        
6.4.2  Comparisons Between this Report and 2008 MGMSS Report        
6.4.2.1 Methodologies                                        
6.4.2.2 Product Categorization, End-user Application Segments and overall Frequency Bands                                        
6.5        Critiques relating to all the data                                
6.6    Overall Global TAMs                                      
6.7    Summaries of TAMs by end-user segmentations for 2010 and 2016            
6.8    Summaries of TAMs by product groupings for 2010 and 2016              
6.9    Detailed market data for product categories                         

Appendix A Supply Side Industry Directory of Web Sites           
       
Appendix B Glossary of Acronyms                                 

List of Figures

Figure ES.1  Global Total TAMs All Product and Frequency Ranges (US$M)        
Figure ES.2    Year 2010 Product Areas in Microwave Segments
(i.e. 0.5 to 18GHz) TAMs in US$M – Total $936M                
Figure ES.3    Year 2010 Product Areas in Millimeter-wave Segments
(i.e. 18.001 to 110GHz) TAMs in US$M – Total $204M            
Figure ES.4    Year 2016 Product Areas in Microwave Segments
(i.e. 0.5 to   18GHz) TAMs in US$M – Total $1026M                
Figure ES.5    Year 2016 Product Areas in Millimeter-wave Segments
(i.e. 18.001 to 110GHz) TAMs in US$M – Total $270M            
Figure 1.1  Numbers of Military Aircraft Available in Europe Annually
for EW, Radar & SATCOM Upgrades                        
Figure 1.2  Numbers of Military Aircraft Available in North America Annually
for EW, Radar & SATCOM Upgrades                        
Figure 1.3  Numbers of Military Aircraft Available in the Rest of the World
                 Annually for EW, Radar & SATCOM Upgrades                    
Figure 1.4  Annual Shipments of F-35 Lightning II Aircraft                    
Figure 1.5  Annual Shipments of EA-18G Growler Aircraft                    
Figure 1.6  Annual Shipments of Eurofighter Typhoon Aircraft                
Figure 1.7  Annual Shipments of Rafale Aircraft                        
Figure 1.8  Numbers of Naval Ships in Europe Available for EW, Radar
and SATCOM System Upgrades                            
Figure 1.9  Numbers of Naval Ships in North America Available
for EW, Radar and SATCOM System Upgrades                
Figure 1.10 Numbers of Naval Ships in the Rest of the World Available
for EW and SATCOM System Upgrades                        
Figure 1.11 Block diagram of a monopulse radar receiver                    
Figure 1.12 Block Diagram of a Typical ARM Receiver (RF functionality)            
Figure 1.13 Generic RF/Microwave/Millimeter-wave Transceiver Block            
Figure 2.1   Numbers of commercial aircraft with the potential
        for take-up of new SATCOM systems in Europe                
Figure 2.2   Numbers of commercial aircraft with the potential
        for take-up of new SATCOM systems in North America            
Figure 2.3   Numbers of commercial aircraft with the potential
        for take-up of new SATCOM systems in RoW region                
Figure 2.4   Numbers of commercial ships with the potential
        for take-up of new SATCOM systems in Europe                
Figure 2.5   Numbers of commercial ships with the potential
        for take-up of new SATCOM systems in North America            
Figure 2.6    Numbers of commercial ships with the potential
        for take-up of new SATCOM systems in RoW region                
Figure 2.7   Take-up of commercial (Ku-band) VSATs in Europe                
Figure 2.8   Take-up of commercial (Ku-band) VSATs in North America            
Figure 2.9   Take-up of commercial (Ku-band) VSATs in RoW region            
Figure 2.10    Annual Numbers of Spacecraft Launches                    
Figure 3.1    Product Definitions Concept                        
Figure 3.2    Typical Overall Supply Chain Applicable to AIMAs                
Figure 3.3   Basic Industry Supply Chain from Materials & Basic Components
through to Final Assembly                                
Figure 4.1   Distribution of OEMs Supplying Microwave Linear Amplifiers        
Figure 4.2   Distribution of OEMs Supplying Microwave Logarithmic Amplifiers    
Figure 4.3   Distribution of OEMs Supplying Integrated Microwave Assemblies        
Figure 4.4   Distribution of OEMs Supplying Millimeter-wave Linear Amplifiers        
Figure 4.5   Distribution of OEMs Supplying Millimeter-wave Logarithmic
Amplifiers ("Log Amps")                                
Figure 4.6   Distribution of OEMs Supplying
"Integrated Millimeter-wave Assemblies"                    
 Figure 4.7  Top 10 (Plus Others) OEMs Supplying Microwave &/or
Millimeter-wave Modules                                
Figure 5.1   Typical Overall Supply Chain Applicable to AIMAs                
Figure 6.1   Product Definitions Concept                    
Figure 6.2   Total Market, Captive Market and TAM                
Figure 6.3   Global Total TAMs All Product and Frequency Ranges (US$M)         
Figure 6.4   Year 2010 Product Areas in Microwave Segments
(i.e. 0.5 to 18GHz) TAMs in US$M - Total $936M                      
Figure 6.5   Year 2010 Product Areas in Millimeter-wave Segments
(i.e. 18.001 to 110GHz) TAMs in US$M - Total $204M              
Figure 6.6   Year 2016 Product Areas in Microwave Segments
(i.e. 0.5 to 18GHz) Total TAMs $1026M                          
Figure 6.7   Year 2016 Product Areas in Millimter-wave Segments
(i.e. 18.001 to 110GHz) Total TAMs $270M                         
Figure 6.8   Year 2010 Connectorized Linear Amplifiers in Microwave
Categories (i.e. 0.5 to 18GHz) TAMs in US$M                         
Figure 6.9   Year 2010 Connectorized LinearAmplifiers in Millimeter-wave
Categories (i.e. 18.001 to 110GHz) TAMs in US$M                  
Figure 6.10   Year 2010 Connectorized Log Amplifiers in Microwave
Categories (i.e. 0.5 to 18GHz) TAMs in US$M                  
Figure 6.11   Year 2010 Connectorized Log Amplifiers in Millimeter-wave
Categories (i.e. 18.001 to 110GHz) TAMs in US$M          
Figure 6.12   Year 2010 IMAs in Microwave Categories
(i.e. 0.5 to 18GHz) TAMs in US$M                  
Figure 6.13   Year 2010 IMAs in Millimeter-wave Categories
(i.e. 18.001 to 110GHz) TAMs in US$M                         
Figure 6.14   Year 2016 Connectorized  Linear Amplifiers in Microwave
Categories (i.e. 0.5 to 18GHz) TAMs in US$M                        
Figure 6.15   Year 2016 Connectorized  Linear Amplifiers in Millimeter-wave
Categories (i.e. 18.001 to 110GHz) TAMs in US$M               
Figure 6.16   Year 2016 Connectorized  Log Amplifiers in Microwave
Categories (i.e. 0.5 to 18GHz) TAMs in US$M                     
Figure 6.17   Year 2016 Connectorized Log Amplifiers in Millimeter-wave
Categories (i.e. 18.001 to 110GHz) TAMs in US$M                     
Figure 6.18   Year 2016 IMAs in Microwave Categories
(i.e. 0.5 to 18GHz) TAMs in US$M                           
Figure 6.19   Year 2016 IMAs in Millimeter-wave Categories
(i.e. 18.001 to 110GHz) TAMs in US$M                            
Figure 6.20   TAMs for Microwave Broadband Amplifiers into EW (US$M)        
Figure 6.21   TAMs for Microwave Broadband Amplifiers into Radar (US$M)     
Figure 6.22   TAMs for Microwave Broadband Amplifiers into
 SATCOM (ground) (US$M)                           
Figure 6.23   TAMs for Microwave Broadband Amplifiers into
 SATCOM (space) (US$M)                           
Figure 6.24   TAMs for Microwave Limiting Amplifiers into EW (US$M)         
Figure 6.25   TAMs for Microwave Limiting Amplifiers into Radar (US$M)     
Figure 6.26   TAMs for Microwave Limiting Amplifiers into
 SATCOM (ground) (US$M)                     
Figure 6.27   TAMs for Low-Noise Microwave Amplifiers (LNAs) into
 EW (US$M)                                 
Figure 6.28   TAMs for Low-Noise Microwave Amplifiers (LNAs) into
 Radar (US$M)                                 
Figure 6.29   TAMs for Low-Noise Microwave Amplifiers (LNAs) into
 SATCOM (ground) (US$M)                     
Figure 6.30   TAMs for Low-Noise Microwave Amplifiers (LNAs) into
 SATCOM (space) (US$M)                                
Figure 6.31   TAMs for Low Phase Noise Microwave Amplifiers into
 EW (US$M)                                 
Figure 6.32   TAMs for Low Phase Noise Microwave Amplifiers into
 Radar (US$M)                                 
Figure 6.33   TAMs for Low Phase Noise Microwave Amplifiers into
 SATCOM (ground) (US$M)                                 
Figure 6.34   TAMs for Medium Power Microwave Amplifiers into
 EW (US$M)                                       
Figure 6.35   TAMs for Medium Power Microwave Amplifiers into
 Radar (US$M)                                         
Figure 6.36   TAMs for Medium Power Microwave Amplifiers into
 SATCOM (ground) (US$M)                               
Figure 6.37   TAMs for Medium Power Microwave Amplifiers into
 SATCOM (space) (US$M)                                
Figure 6.38   TAMs for Higher-Power Microwave Amplifiers (PAs to 30W)
 into EW (US$M)                                    
Figure 6.39   TAMs for Higher-Power Microwave Amplifiers (PAs to 30W)
 into Radar (US$M)                                    
Figure 6.40   TAMs for Higher-Power Microwave Amplifiers (PAs to 30W)
 into SATCOM (ground) (US$M)                                 
Figure 6.41   TAMs for Higher-Power Microwave Amplifiers (PAs to 30W)
 into SATCOM (space) (US$M)                                
Figure 6.42   TAMs for Microwave CW Immune DLVAs into EW (US$M)             
Figure 6.43   TAMs for Microwave CW Immune DLVAs into Radar (US$M)           
Figure 6.44   TAMs for Microwave Other DLVAs into EW (US$M)                  
Figure 6.45   TAMs for Microwave Other DLVAs into Radar (US$M)              
Figure 6.46   TAMs for Microwave SDLVAs into EW (US$M)                  
Figure 6.47   TAMs for Microwave SDLVAs into Radar (US$M)                   
Figure 6.48   TAMs for Microwave Frequency Converters into EW (US$M)     
Figure 6.49   TAMs for Microwave Frequency Converters into Radar (US$M)       
Figure 6.50   TAMs for Microwave Frequency Converters into
 SATCOM (ground) (US$M)                         
Figure 6.51   TAMs for Microwave Frequency Converters into
 SATCOM (space) (US$M)                           
Figure 6.52   TAMs for Microwave Frequency Synthesizers into
 EW (US$M)                                 
Figure 6.53   TAMs for Microwave Frequency Synthesizers into
 Radar (US$M)                                 
Figure 6.54   TAMs for Microwave Frequency Synthesizers into
 SATCOM (ground) (US$M)                             
Figure 6.55   TAMs for Microwave Frequency Synthesizers into
 SATCOM (space) (US$M)                             
Figure 6.56   TAMs for Microwave Transceivers into EW (US$M)                 
Figure 6.57   TAMs for Microwave Transceivers into Radar (US$M)         
Figure 6.58   TAMs for Microwave Transceivers into
 SATCOM (ground) (US$M)                         
Figure 6.59   TAMs for Millimeter-wave Broadband Amplifiers into
 EW (US$M)                                     
Figure 6.60   TAMs for Millimeter-wave Broadband Amplifiers into
 Radar (US$M)                                       
Figure 6.61   TAMs for Millimeter-wave Broadband Amplifiers into
 SATCOM (ground) (US$M)                         
Figure 6.62   TAMs for Millimeter-wave Broadband Amplifiers into
 SATCOM (space) (US$M)                                 
Figure 6.63   TAMs for Millimeter-wave Limiting Amplifiers into
 EW (US$M)                                     
Figure 6.64   TAMs for Millimeter-wave Limiting Amplifiers into
 Radar (US$M)                                 
Figure 6.65   TAMs for Millimeter-wave Low-Noise Amplifiers (LNAs) into
 EW (US$M)                                     
Figure 6.66   TAMs for Millimeter-wave Low-Noise Amplifiers (LNAs) into
 Radar (US$M)                                   
Figure 6.67   TAMs for Millimeter-wave Low-Noise Amplifiers (LNAs) into
 SATCOM (ground) (US$M)                             
Figure 6.68   TAMs for Millimeter-wave Low-Noise Amplifiers (LNAs) into
 SATCOM (space) (US$M)                               
Figure 6.69   TAMs for Millimeter-wave Medium Power Amplifiers into
 EW (US$M)                                     
Figure 6.70   TAMs for Millimeter-wave Medium Power Amplifiers into
 Radar (US$M)                                   
Figure 6.71   TAMs for Millimeter-wave Medium Power Amplifiers into
 SATCOM (ground) (US$M)                         
Figure 6.72   TAMs for Millimeter-wave Medium Power Amplifiers into
 SATCOM (space) (US$M)                               
Figure 6.73   TAMs for Higher-Power Millimeter-wave Amplifiers (PAs to 30W)
 into EW (US$M)                                 
Figure 6.74   TAMs for Higher-Power Millimeter-wave Amplifiers (PAs to 30W)
  into Radar (US$M)                             
Figure 6.75   TAMs for Higher -Power Millimeter-wave Amplifiers (PAs to 30W)
into SATCOM (ground) (US$M)                            
Figure 6.76   TAMs for Higher-Power Millimeter-wave Amplifiers (PAs to 30W)
 into SATCOM (space) (US$M)                               
Figure 6.77   TAMs for Millimeter-wave CW Immune DLVAs into EW (US$M)        
Figure 6.78   TAMs for Millimeter-wave CW Immune DLVAs into Radar (US$M)   
Figure 6.79   TAMs for Millimeter-wave "Other" DLVAs into EW (US$M)           
Figure 6.80   TAMs for Millimeter-wave "Other" DLVAs into Radar (US$M)       
Figure 6.81   TAMs for Millimeter-wave SDLVAs into EW (US$M)               
Figure 6.82   TAMs for Millimeter-wave SDVLAs into Radar (US$M)              
Figure 6.83   TAMs for Millimeter-wave Frequency Converters into
 EW (US$M)                               
Figure 6.84   TAMs for Millimeter-wave Frequency Converters into
 Radar (US$M)                               
Figure 6.85   TAMs for Millimeter-wave Frequency Converters into
 SATCOM (ground) (US$M)           
Figure 6.86   TAMs for Millimeter-wave Frequency Converters into
 SATCOM (space) (US$M)                              
Figure 6.87   TAMs for Millimeter-wave Frequency Synthesizers into
 EW (US$M)                                       
Figure 6.88   TAMs for Millimeter-wave Frequency Synthesizers into
 Radar (US$M)                                       
Figure 6.89   TAMs for Millimeter-wave Frequency Synthesizers into
 SATCOM (ground) (US$M)                                 
Figure 6.90   TAMs for Millimeter-wave Frequency Synthesizers into
 SATCOM (space) (US$M)                             
Figure 6.91   TAMs for Millimeter-wave Transceivers into EW (US$M)          
Figure 6.92   TAMs for Millimeter-wave Transceivers into Radar (US$M)          
Figure 6.93   TAMs for Millimeter-wave Transceivers into
 SATCOM (ground) (US$M)                          

List of Tables

Table ES.1   The product categories addressed in this report          
Table ES-2   Product categorizations                    
Table ES-3   Comparisons of product coverage                
Table 1-1     Some Planned USAF SATCOM Upgrades (to at least 2015)    
Table 1-2     Shipment Forecasts for a Selection of Types of UVs    
Table 1-3     Deliveries of AESAs (mainly AN/SPY-3) onto
an Assortment of US Ships                
Table 2-1     Recent and planned orbital launches        
Table 4-1     Abbreviations for the Product Category Names    
Table 4-2     OEMs and their Identified Microwave Product Categories    
Table 4-3     OEMs and their Identified Millimeter-wave Product Categories    
Table 5-1     Summary Data for Ten Relatively Large OEMs    
Table 5-2     Abbreviations for the Product Category Names    
Table 5-3     Acquisitions and Other Recent Changes        
Table 6-1     Changes to the “Surprise-Free” TAM Data Anticipated
 if a Major Disaster occurred after fall-2011        
Table 6-2     Product categorizations                    
Table 6-3     Comparisons of product coverage                    
Table 6-4     Base Year 2010 TAM Data Applying to Products Designed
 Principally for the Microwave Frequency Range
(0.5 to 18 GHz) [US$M]                        
Table 6-5     Base Year 2010 TAM Data Applying to Products Designed
Principally for the Millimeter-wave Frequency Range
(18.001 to 110 GHz) [US$M]