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For suppliers of GaAs-based RF power amplifiers (PAs), market demand for handsets and other consumer electronics devices will remain weak, but demand for niche-market applications such as aerospace, military, industrial control and infrastructure continue to provide robust momentum, which will help them to offset declines in shipments for consumer applications, according to industry sources.
Display driver IC (DDI) backend specialist Chipbond Technology has shifted its attention to non-DDI chips and devices such as RF components and power amplifiers, which will account for 35% of the company's revenue this year, according to company chairman Fei-Jain Wu. The proportion already came to 32% in 2022.
The signing of a long-term contract between Apple and Broadcom to develop 5G radio frequency (RF) components could easily drive outsiders to associate it with the "coopetition" relationships between the iPhone vendor and Qualcomm, but it is not Qualcomm but Skyworks that could bear the brunt of the event, according to RF chips supply chain sources in Taiwan.
With its importance significantly highlighted during the Russia-Ukraine war, low-earth orbit (LEO) satellite communications will usher in enormous business opportunities for III-V compound semiconductors suppliers, space electronic components analysis and verification services, and other related supply chain players, according to industry sources.
CES 2023 marks KYOCERA AVX’s first year of participation at this legendary industry event. Exhibit highlights include advanced antenna and RF component...