As global economies reel from the impact of Covid-19, one sector weathering the doldrums better than most, is the GaAs RF market. Thanks to steady manufacturing, strong demand and a robust supply chain in the face of US-China trade tensions, Yole Développement (Yole) predicts the RF GaAs die market will increase in value in 2020 compared to 2019.

2023年3月8日 · The French analyst is forecasting that sales for the RF front-end – the unit in the handset that combines GaAs power amplifiers with RF filters, switches and low-noise amplifiers made from other technologies – will climb to $26.9 billion in 2028. That’s a compound annual growth rate of 5.8 percent over the 2022 to 2028 timeframe.

Yole Développement GaAs Wafer and Epiwafer Market: RF, Photonics, LED, Display and PV Applications 2020 | Sample | www.yole.fr | ©2020

Yole analysts expect the VCSEL GaAs wafer market to grow at a remarkable CAGR of 18% from 2019 to 2025. On the other hand, the direct view display market has seen growth driven by applications such as control rooms, corporate and indoor. home theatre.

2019年11月9日 · 砷化镓（GaAs）是当前最重要、技术成熟度最高的化合物半导体材料之一。GaAs材料具备禁带宽度大、电子迁移率高的特性，且为直接带隙，发光效率高，是当前光电子领域应用的最主要材料，同时也是重要的微电子材料。

Yole analysts expect the VCSEL GaAs wafer market to grow at a remarkable CAGR of 18% from 2019 to 2025. On the other hand, the direct view display market has seen growth driven by applications such as control rooms, corporate and indoor home theatre.

GAFAMs and big OEMs are now seeing AR as a strategic industry and seek access to technology through acquisitions. The M&A race is not over.

Yole Développement (Yole) delivers its latest Compound Semiconductor Quarterly Market Monitor that brings unique insight to what is driving the steadily rising revenues of power GaN, RF GaN and RF GaAs markets.

出乎意外的是，Yole预测汽车雷达几乎将抛弃GaAs工艺，从2018年的6900片减少到2025年的800片。 来源：Yole 根据一家有代表性晶圆厂的数据统计，WIFI PA对砷化镓晶圆的需求并不小， 数据改变我们以往的认知，WIFI PA市场其实不是小众市场。

2018年7月24日 · This emerging application uses high-power and large-size GaAs-based edge-emitting laser (EEL) devices, which will represent an incredible boost for the GaAs photonics wafer market, says Yole. Along with the GaAs photonics wafer market’s remarkable growth, ROY and infrared LEDs on GaAs substrates are expected to show strong growth potential.