STRATEGY ANALYTICS: What Future for the GaAs Epitaxial Substrates Market? Revenues Decline as Supply Chain Disaster Hits!Business/Technology Editors LONDON--(BUSINESS WIRE)--Nov. 29, 2001 The latest study from Strategy Analytics, the global consulting firm Noun 1. consulting firm - a firm of experts providing professional advice to an organization for a fee consulting company business firm, firm, house - the members of a business organization that owns or operates one or more establishments; "he worked for a , discusses the impact of the supply chain disaster that has marred the GaAs industry upon the growth of the SI GaAs Epitaxial Substrates Market. The rapid growth experienced over the past 2-3 years ended abruptly, leaving the industry with enough capacity to address demand levels until 2003-2004. These findings are presented in a study published recently by Strategy Analytics within its strategic advisory service, GaAs and High Speed Circuits Service. "Markets for SI GaAs Epitaxial Substrates" examines the competitive scenarios for SI GaAs epitaxial wafers and provides detailed forecasts for the MBE MBE (in Britain) Member of the Order of the British Empire MBE n abbr (BRIT) (= Member of the Order of the British Empire) → tÃtulo ceremonial MBE n abbr (Brit) (= and MOCVD MOCVD Metallo Organic Chemical Vapor Deposition MOCVD Metal Oxide Chemical Vapor Deposition merchant and captive markets. "The 2000 market for epi-substrates grew by 159% from 1999 levels in terms of area." commented Stephen Entwistle, Program Director of the GaAs & High Speed Circuits Service. "Unfortunately, a lot of this growth was artificial and has ended up as excess inventory." Strategy Analytics estimates that only 55% of the total 2000 market represented actual epitaxial wafer use leading to an extreme contraction in 2001. The continuation in the move to epi-based devices will help the market recover from 2002 onwards. Strategy Analytics expects that for applications such as digital cellular, epi-device penetration will be as high as 80% by 2005. Strategy Analytics predicts that MOCVD-based wafers and HEMT See FET. devices will be dominant in 2005. However, growth will be conservative and there will be pressure on suppliers to reduce wafer prices. As well as detailing MOCVD and MBE market dynamics, the report discusses the key criteria applied by epi-wafer users when choosing a supplier. Performance ratings See benchmark. for 10 epi-wafer companies are highlighted for key technical and commercial parameters. Details of the full report can be accessed by following the link: http://www.strategyanalytics.com/cgi-bin/greports.cgi?rid=062001110611 Company Background: Strategy Analytics, Inc. provides information and insights globally, to help develop business strategies in broadband, wireless communications wireless communications System using radio-frequency, infrared, microwave, or other types of electromagnetic or acoustic waves in place of wires, cables, or fibre optics to transmit signals or data. , automotive electronics, telematics Originally coined to mean the convergence of telecommunications and information processing, the term later evolved to refer to automation in automobiles. GPS navigation, integrated hands-free cellphones, wireless communications and automatic driving assistance systems all come under the , energy technologies and enabling technology business. Strategy Analytics delivers planning support in published and consulting formats to meet the decision support needs of clients in North America North America, third largest continent (1990 est. pop. 365,000,000), c.9,400,000 sq mi (24,346,000 sq km), the northern of the two continents of the Western Hemisphere. , Europe, Japan and the Far East. |
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