Thread, I found out the following: RFMD makes Gallium Arsenide HBT power amplifiers and other products, as well as silicon products. (Gallium Arsenide performs at higher speeds than silicon.)
Also, they sell heavily into an exploding list of CDMA licensees (QCOM does the licensing).
Their customers include Nokia (approx. 42% of sales), Lucent and Samsung.
They design, develop and market proprietary radio frequency integrated circuits for wireless communications applications such as cellular and PCS, cordless telephony, wireless LANs, wireless local loop, industrial radios, wireless security and remote meter reading. They offer a broad array of products, including amplifiers, mixers, and modulators/demodulators, that represent a substantial majority of the RFICs required in wireless subscriber equipment. The Company's strategy is to focus on wireless markets by offering a broad range of standard and custom designed RFICs in order to position itself as a "one-stop" solution for it customers' RFIC needs.
Sources: Microsoft Investor and RFMD
I still don't know who their #1 competitor is.
Wishing all of you well,
dc |
