SWKS - Skyworks Solutions, Inc (was AHAA) Message Board

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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA)

SWKS 55.14

-0.3%

3:13 PM EST

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To: Czechsinthemail who wrote (1162)	5/10/2001 5:51:17 PM
From: All Mtn Ski	of 1698

Note GaAs ICs on the leading edge: Optical ICs will fall 13% in 2001, but rebound to $2.9 billion in 2005, says report Semiconductor Business News (05/10/01 14:23 p.m. EST) MOUNTAIN VIEW, Calif.--Worldwide sales of high-speed analog and mixed-signal ICs for optical networks will dim a bit in 2001--dropping 13% from 2000--but chip revenues will surge again in the next four years, reaching $2.9 billion in 2005, said Strategies Unlimited here today. Orders for optical networking ICs are expected to stabilize before the end of the year as high-speed communications systems begin to recover from a year-long slump. A new report from the research firm said revenues for optical communications ICs will drop to $740 million in 2001 from $850 million last year, but sales will jump 49% to $1.1 billion in 2002. The report said two key factors will drive demand for optical networking ICs in the next several years. First is the deployment of new 40-gigabit-per-second (OC-768) systems by telecommunication carriers. The other driving factor will be the growth of new high-speed metropolitan fiber rings, the report said. Strategies Unlimited noted that all of these applications are being pursued by competing IC suppliers using a range of technologies--CMOS, silicon-germanium (SiGe), gallium-arsenide (GaAs), and indium phosphide (InP) processes. According to the report, all semiconductor technologies will benefit from the strong growth of high-speed optical networks. Silicon and SiGe devices are expected to dominate lower data-rates applications, while GaAs and InP integrated circuits will be the leading technologies in 40-Gbit/second networks, the new report said.

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