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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA)
SWKS 69.45+0.9%Nov 12 3:59 PM EST

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To: Marc who wrote (785)11/3/2000 5:24:28 PM
From: All Mtn Ski  Read Replies (1) of 1698
 
Yes, AHAA sells chips for the MMDS and LMDS market to ADAP.

Wireless chip market to double over next five
years

Semiconductor Business News
(11/03/00, 04:01:30 PM EDT)

OYSTER BAY, N.Y. -- Driven by cellular phones, broadband services, and other
applications, the wireless-chip market is projected to more than double over the
next five years, according to a report from Allied Business Intelligence Inc. (ABI)
here.

In total, the worldwide wireless-chip market will grow about 44.8% next year, from
$10.5 billion in 2000, to $15.2 billion in 2001, according to ABI, a market research
house that tracks the wireless market. Beyond 2001, the wireless-chip market is
projected from $17.4 billion in 2002, to $19.1 billion in 2003, to $19.9 billion in 2004,
to $21 billion by 2005, ABI said.

The bulk of the market centers around cellular/base-station chips, which represents
about 97% of the overall business, ABI said. But broadband-based technologies are
coming on strong, such as wireless local-area networks, multichannal multipoint
distribution services (MMDS), and local multiport distribution services (LMDS).

"ICs used in MMDS devices account for under 1% of the market in 2000, but the
value of chips used in the application is expected to show impressive gains over the
next five years," said ABI analyst Andy Fuertes. "ICs for wireless LANs are also
showing considerable growth."

Fixed-wireless broadband services like MMDS and LMDS is especially hot. In total,
the worldwide MMDS market is projected to grow from relatively zero right now to 6
million subscribers by 2005-with the United States accounting for over one-fifth of
the business, said ABI.

The worldwide LMDS market is expected to grow from less than 100,000
subscribers in 2000 to close to 2 million by 2005, ABI said.

semibiznews.com
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