Compound Semiconductor MMICs into Medium-Volume Markets & Applications

Global & Regional Opportunities for Compound Semiconductor (CS) MMICs into Medium-Volume Applications. Industry Structure & Market Forecasts to 2020

Engalco, Date of Publication: Sep 28, 2015, 92 Pages
US$2,990.00
EN-CS-MMIC

Markets for Compound Semiconductor MMICs Forecast to Grow Through 2020

Compound semiconductor substrates are maintaining their importance for the fabrication of various types of monolithic microwave integrated circuits (MMIC). Although silicon technology (notably CMOS) is steadily advancing into some of the territory previously occupied by compound semiconductors there are many microwave systems for which the required performance levels can only be met by compound semiconductor MMICs. CS MMICs updated report provides market data on microwave (0.5 to 30 GHz) MMICs fabricated using GaAs, GaN, InP, InGaP and SiGe into the following systems applications: defense (AESAs, EW); industrial, scientific and medical (ISM); Ka-Band VSATs, Ku-Band VSATs and microwave radio. Power amplifier MMICs and “non-power” MMICs are considered separately for all the market segments researched. Annual total market data are indicated for base year 2014 and for each forecast year to 2020. Geographic regions covered are Europe, North America and “rest of the world”.

According to this research, total global markets were about $730 million in 2014 increasing to $851 million in 2020. Markets for GaAs-based MMICs remain strong, albeit increasingly impacted by competition from GaN mainly on the power amplifier side and SiGe BiCMOS for signal processing – notably for medium-to-high market volumes. The markets for most types of CS MMICs are well entrenched in AESAs, SATCOM (VSAT) and microwave radios. Most markets grow at least moderately, although the market for MMICs in microwave radios declines somewhat owing to the increasing impact of fiber optics for cellular network backhaul – to the detriment of microwave in this particular application.

Prominent among 50 players identified are Analog Devices (acquired Hittite Microwave in 2014), Custom MMIC, MACOM, METDA, Qorvo (RFMD/TriQuint merger), TowerJazz and UMS. These players serve major portions of the total market.

TABLE OF CONTENTS

Executive Summary

ES.1 Players Addressing the Microwave MMICs Space

ES.2 Types of MMIC Players

ES.3 End-User Application Segments

ES.4 Market Summary

Section 1 Industry Structure and Dynamics

1.1 Details of the Players and Types of Products Designed/Manufactured

1.2 Rankings of the Top 10 (or “Top 5” etc.) Players Addressing each Product Area

1.3 Brief Profiles of the Players

1.3.1 AMCOM Communications

1.3.2 Anadigics

1.3.3 Analog Devices

1.3.4 Anokiwave

1.3.5 Arralis

1.3.6 Astra Microelectronic Technologies

1.3.7 Avago Technologies

1.3.8 BAE Systems (Sanders operation)

1.3.9 BeRex

1.3.10 Chengu Ya Guang Electronic

1.3.11 Cree

1.3.12 Custom MMIC

1.3.13 Global Communications Semiconductors (GCS)

1.3.14 GigOptix

1.3.15 Guerrilla RF

1.3.16 IBM Microelectronics

1.3.17 Infineon Technologies

1.3.18 Keysight Technologies

1.3.19 MACOM

1.3.20 Maxim Integrated

1.3.21 METDA

1.3.22 Microsemi

1.3.23 Microwave Technology (MwT)

1.3.24 Mini-Circuits

1.3.25 Mitsubishi Electric

1.3.26 NEDI Technology Co. Ltd (‘NEDITEK’)

1.3.27 New Japan Radio (NJR)

1.3.28 Northrop Grumman

1.3.29 NXP Semiconductor

1.3.30 Ommic

1.3.31 Plextek RFI

1.3.32 Qorvo

1.3.33 Qwave Technology Co.

1.3.34 Raytheon

1.3.35 RENESAS

1.3.36 RFHIC

1.3.37 RF Integration

1.3.38 SJM Prewell

1.3.39 Skyworks Solutions

1.3.40 Sumitomo Electric Device Innovations (SEDI)

1.3.41 Texas Instruments

1.3.42 TLC Precision Wafer

1.3.43 Tower Jazz

1.3.44 Transcom

1.3.45 Taiwan Semiconductor Manufacturing Company (TSMC)

1.3.46 United Microelectronics Corporation (UMC – Wavetek)

1.3.47 United Monolithic Semiconductor (UMS)

1.3.48 Vectrawave

1.4.49 Viper RF

1.4.50 WIN Semiconductors

Section Unit Prices (ASPs) & Markets 2014 – 2020

2.1 Strategies and Methodologies

2.1.1 General Aspects
2.1.2 Average Selling Prices
2.1.3 Defense
2.1.3.1 AESAs
2.1.3.2 EW
2.1.4 Industrial, Scientific & Medical (ISM)
2.1.5 Microwave (MW) Radio
2.1.6 Ku-band Sat TV, Receive-only
2.1.7 Ku-band VSAT
2.1.8 K/Ka-band VSAT (Broadband)

2.2 MMIC ASPs

2.2.1 ASPs for GaAs PA MMICs for Defense Applications

2.2.2 ASPs for GaAs non-PA MMICs into Defense Applications

2.2.3 ASPs for GaN PA MMICs for Defense Applications

2.2.4 ASPs for non-PA GaN MMICs for Defense Applications

2.2.5 ASPs for SiGe non-PA MMICs for Defense Applications

2.2.7 ASPs for MMICs into MW Radio and Ku-band VSAT Applications

2.3 Total Aggregated TAMs (US$M)

2.4 Defense

2.4.1 MMICs into AESAs

2.4.1.1 GaAs MMICs into AESA PAs

2.4.1.2 GaAs MMICs into AESA non-PAs

2.4.1.3 Aggregated TAMs for GaAs MMICs into AESAs

2.4.1.4 GaN MMICs into AESA PAs

2.4.1.5 GaN non-PA MMICs into AESAs

2.4.1.6 SiGe non-PA MMICs into AESAs

2.4.1.8 Aggregated MMICs into AESAs TAM Data

2.4.2 MMICs into EW

2.4.2.1 GaAs MMICs into EW PAs

2.4.2.2 Non-PA GaAs MMICs into EW

2.4.2.3 Aggregated TAMs for GaAs MMICs into EW

2.4.2.4 GaN MMICs into EW PAs

2.4.2.5 GaN MMICs into EW non-PAs

2.4.2.6 Aggregated TAMs for GaN MMICs into EW

2.4.2.7 SiGe MMICs into EW non-PAs

2.4.2.8 TAMs for all MMIC PAs into EW

2.4.2.9 TAMs for all MMIC non-PAs into EW

2.4.2.10 Aggregated TAMs for all MMICs into EW

2.5 Industrial, Scientific and Medical (ISM)

2.5.1 TAMs for GaAs MMICs into ISM

2.5.2 TAMs for GaN MMICs into ISM

2.5.3 TAMs for InP MMICs into ISM

2.5.5 TAMs for SiGe MMICs into ISM

2.5.6 Aggregated TAMs for MMICs into ISM Applications

2.6 Microwave (MW) Radio

2.6.1 Microwave (MW) radio – Receive-side

2.6.1.1 Microwave (MW) radio – Receive-side GaAs

2.6.1.2 Microwave (MW) radio – Receive-side SiGe

2.6.1.3 Microwave (MW) radio – Transmit-side GaAs

2.6.1.4 Microwave (MW) radio – Transmit-side GaN

2.6.1.5 Microwave (MW) radio – Receive-side GaN

2.6.2 Aggregated TAMs for MMICs into Microwave (MW) Radio Applications

2.7 SATCOM

2.7.2 Corporate (Ku-band) VSATs

2.7.2.1 GaAs MMICs into Receive-side Ku-band VSATs

2.7.2.2 GaAs MMICs into Transmit-side Ku-band VSATs

2.7.2.3 SiGe MMICs into Receive-side Ku-band VSATs

2.7.2.4 GaN MMICs into Transmit-side Ku-band VSATs

2.7.2.5 GaN MMICs into Receive-side Ku-band VSATs

2.7.2.6 Aggregated Ku-band VSAT MMIC TAMs

2.8.1 Broadband SATCOM (K/Ka-band VSATs)

2.8.1.1 GaAs MMICs into Receive-side K/Ka-band VSATs

2.8.1.2 SiGe MMICs into Receive-side K/Ka-band VSATs

2.8.1.3 GaAs MMICs into Transmit-side K/Ka-band VSATs

2.8.1.4 GaN MMICs into Transmit-side K/Ka-band VSATs

2.8.1.5 GaN MMICs into Transmit-side K/Ka-band VSATs

2.8.1.6 Aggregated K/Ka-band VSATs MMIC TAMs


Appendix A Websites for the MMIC Players

Appendix B Glossary of Abbreviations


List of Figures

Figure ES.1 Global Total Aggregated TAMs (US$M)

Figure ES.2 Proportions of Players Involved in Bare Die and Packaged Products

Figure 1.1 Proportions of Players Involved in Each Type of CS MMIC (2015)

Figure 1.2 Numbers of Players Addressing Each End-User Segment (2015)

Figure 1.3 Numbers of Players that have their Main Operations Outside of the US (2015)

Figure 1.4 Proportions of Players Involved in Bare Die and Packaged Products

Figure 1.5 Marketing and Sales Operations of Different Levels/Maturities of Players

Figure 2.1 ASPs for GaAs MMIC PAs into Defense Applications

Figure 2.2 ASPs for GaAs MMIC non-PAs into Defense Applications

Figure 2.3 ASPs for GaN MMIC PAs into Defense Applications

Figure 2.4 ASPs for non-PA GaN MMICs into Defense Applications

Figure 2.5 ASPs for SiGe non-PAs into Defense Applications

Figure 2.7 ASPs for MW Radio, SATCOM and VSAT MMICs

Figure 2.8 Regionally Totaled Aggregated TAMs (US$M)

Figure 2.9 Global Total Aggregated TAMs (US$M)

Figure 2.10 Regional AESA GaAs TAMs (US$M)

Figure 2.11 Total global AESA GaAs TAMs (US$M)

Figure 2.12 Regional AESA GaAs non-PA TAMs (US$M)

Figure 2.13 Total global AESA GaAs non-PA TAMs (US$M)

Figure 2.14 Regional AESA total GaAs TAMs (US$M)

Figure 2.15 Total global AESA total GaAs TAMs (US$M)

Figure 2.16 Regional AESA GaN PA TAMs (US$M)

Figure 2.17 Total global AESA GaN PA TAMs (US$M)

Figure 2.18 Regional AESA GaN non-PA TAMs (US$M)

Figure 2.19 Total global AESA GaN non-PA TAMs (US$M)

Figure 2.20 Regional AESA SiGe non-PA TAMs (US$M)

Figure 2.21 Total global AESA SiGe non-PA TAMs (US$M)

Figure 2.24 Regionally-aggregated TAMs for all MMICs into AESAs (US$M)

Figure 2.25 Total global aggregated TAMs for all MMICs into AESAs (US$M)

Figure 2.26 Regional EW GaAs PA TAMs (US$M)

Figure 2.27 Total global EW GaAs PA TAMs (US$M)

Figure 2.28 Regional EW GaAs non-PA TAMs (US$M)

Figure 2.29 Total global EW GaAs non-PA TAMs (US$M)

Figure 2.30 Regional EW total GaAs TAMs (US$M)

Figure 2.31 Total global EW total GaAs TAMs (US$M)

Figure 2.32 Regional EW GaN PA TAMs (US$M)

Figure 2.33 Total global EW GaN PA TAMs (US$M)

Figure 2.34 Regional EW GaN non-PA TAMs (US$M)

Figure 2.35 Total global EW GaN non-PA TAMs (US$M)

Figure 2.36 Regional aggregated EW total GaN TAMs (US$M)

Figure 2.37 Total global aggregated EW total GaN TAMs (US$M)

Figure 2.38 Regional EW SiGe non-PA TAMs (US$M)

Figure 2.39 Total global EW SiGe non-PA TAMs (US$M)

Figure 2.40 Regional EW total PA TAMs (US$M)

Figure 2.41 Total global EW total PA TAMs (US$M)

Figure 2.42 Regional EW total non-PA TAMs (US$M)

Figure 2.43 Total global EW total non-PA TAMs (US$M)

Figure 2.44 Regional aggregated TAMs for all MMICs into EW (US$M)

Figure 2.45 Total global aggregated TAMs for all MMICs into EW (US$M)

Figure 2.46 Regional ISM GaAs TAMs (US$M)

Figure 2.47 Total global ISM GaAs TAMs (US$M)

Figure 2.48 Regional ISM GaN TAMs (US$M)

Figure 2.49 Total global ISM GaN TAMs (US$M)

Figure 2.50 Regional ISM InP TAMs (US$M)

Figure 2.51 Total global ISM InP TAMs (US$M)

Figure 2.54 Regional ISM SiGe TAMs (US$M)

Figure 2.55 Total global ISM SiGe TAMs (US$M)

Figure 2.56 Regional ISM Aggregated TAMs (US$M)

Figure 2.57 Total global ISM Aggregated TAMs (US$M)

Figure 2.58 Regional MW Radio Receive side GaAs TAMs (US$M)

Figure 2.59 Total global MW Radio Receive side GaAs TAMs (US$M)

Figure 2.60 Regional MW Radio Receive side SiGe TAMs (US$M)

Figure 2.61 Total global MW Radio Receive side SiGe TAMs (US$M)

Figure 2.62 Regional MW Radio Transmit side GaAs TAMs (US$M)

Figure 2.63 Total Global MW Radio Transmit side GaAs TAMs (US$M)

Figure 2.64 Regional MW Radio Transmit side GaN TAMs (US$M)

Figure 2.65 Total Global MW Radio Transmit side GaN TAMs (US$M)

Figure 2.66 Regional MW Radio aggregated TAMs (US$M)

Figure 2.67 Total Global MW Radio aggregated TAMs (US$M)

Figure 2.68 Regional Ku-band VSAT Terminal Receive side GaAs TAMs (US$M)

Figure 2.69 Total Global Ku-band VSAT Terminal Receive side GaAs TAMs (US$M)

Figure 2.70 Regional Ku-band VSAT Terminal Receive side SiGe TAMs (US$M)

Figure 2.71 Total Global Ku-band VSAT Terminal Receive side SiGe TAMs (US$M)

Figure 2.72 Regional Ku-band VSAT Terminal Transmit side GaAs TAMs (US$M)

Figure 2.73 Total Global Ku-band VSAT Terminal Transmit side GaAs TAMs (US$M)

Figure 2.74 Regional Ku-band VSAT Terminal Transmit side GaN TAMs (US$M)

Figure 2.75 Total Global Ku-band VSAT Terminal Transmit side GaN TAMs (US$M)

Figure 2.76 Regional Ku-band VSAT Terminal aggregated TAMs (US$M)

Figure 2.77 Total Global Ku-band VSAT Terminal aggregated TAMs (US$M)

Figure 2.78 Regional K/Ka-band VSAT TxRx Receive side GaAs TAMs (US$M)

Figure 2.79 Total Global K/Ka-band VSAT TxRx Receive side GaAs TAMs (US$M)

Figure 2.80 Regional K/Ka-band VSAT TxRx Receive side SiGe TAMs (US$M)

Figure 2.81 Total Global K/Ka-band VSAT TxRx Receive side SiGe TAMs (US$M)

Figure 2.82 Regional K/Ka-band VSAT TxRx Transmit side GaAs TAMs (US$M)

Figure 2.83 Total Global K/Ka-band VSAT TxRx Transmit side GaAs TAMs (US$M)

Figure 2.84 Regional K/Ka-band VSAT TxRx Transmit side GaN TAMs (US$M)

Figure 2.85 Total Global K/Ka-band VSAT TxRx Transmit side GaN TAMs (US$M)

Figure 2.86 Regional K/Ka-band VSAT TxRx aggregated TAMs (US$M)

Figure 2.87 Total Global K/Ka-band VSAT TxRx aggregated TAMs (US$M)


List of Tables

Table 1-1 Types of Semiconductor Materials Associated with the Identified Players

Table 1-2 Main Applications for the MMICs Available from the Identified Players

Table 1-3 MMIC Players: Producers, Fabless Operations & Country of HQ

Table 1-4 Players Identified as Offering MW, Bare Die and/or Packaged MMICs

Table 1-5 Worldwide Sales Outlets for the MMICs Players

 

Date of Publication:
Sep 28, 2015
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