Cellular base station IC sales to regain momentum after 2002, says new report Semiconductor Business News (11/05/01 09:46 a.m. EST)
OYSTER BAY, N.Y.-- Integrated circuit revenues for cellular-phone base stations will remain relatively flat at just under $400 million in the next year or so, but IC sales are expected to gain momentum after 2003, when carriers move to next-generation wireless services and increase the volume of their networks, according to a new forecast from Allied Business Intelligence Inc. here.
The market research firm today said mixed-signal and digital IC revenues for base station applications will end up at about $382.5 million in 2001, which is flat to down slightly from 2000, said Andy Fuertes, project manager for the report.
"Next year, we will probably see slight growth in this segment, but further out sales will increase at a stronger rate when carriers provide 2.5G and 3G services. Cell splitting [for increased traffic and performance] will also be a factor in base station growth," he told SBN today.
The new ABI forecast shows base station IC revenues growing to $617.3 million in 2006.
"This year is a poor measure of the innate potential of these component markets," observed analyst Natalie Amiama, who wrote the report. "ABI sees IC growth reflecting the trends in the overall cellular infrastructure market, which will gain momentum in 2003 and 2004. The 2.5G and 3G base stations currently available, along with the traditional volumes achieved by 2G systems, can be considered fuel for the fire in the semiconductor industry." |