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Technology Stocks : RF Micro Devices (RFMD) -- Ignore unavailable to you. Want to Upgrade?


To: DOUG H who wrote (1965)1/10/2000 7:30:00 AM
From: phileasfogg  Respond to of 4849
 
Industry Momentum - Cellular RF Chip Sales To Double By 2004
(01/07/00, 5:11 p.m. ET) Semiconductor Business News
Worldwide revenue for radio-frequency semiconductors in cell phones will reach $7.7 billion in 2004, nearly twice the size of the market in 1999, according to a report by Strategies Unlimited.

The research company estimates handsets used $3.9 billion in RF chips in 1999.
techweb.com

According to the report, demand for cell phone and PCS handsets will grow, from 240 million units in 1999 to 600 million in 2004. Strategies Unlimited said the number of cell phone and PCS subscribers will reach 1.3 billion worldwide in 2004.

The report said the largest mobile phone market for RF semiconductors is in the GSM segment, which started in Europe during the past decade and is spreading. About $2 billion in RF chip sales went to GSM phones in 1999, Strategies Unlimited said. Analog cell phones used $1.9 billion worth of RF chips in 1999, the research company said.

The Mountain View, Calif., research company said Infineon, Motorola, NEC, and Philips were the leading suppliers of silicon bipolar RF devices used in handsets. Gallium-arsenide RF chips accounted for 33 percent of the sales in 1999.

During the next five years, integration of RF and intermediate-frequency circuits will reduce the number of chips per handset with CMOS, BiCMOS, and silicon-germanium technology playing major roles, said the research report. Strategies Unlimited said GaAs ICs will continue to lead in power amplifier and switch sockets.

The emergence of Bluetooth wireless communications links and GPS receivers for location-based services will be reduced in a $500 million RF chip market by 2004, said the 270-page report.



To: DOUG H who wrote (1965)1/10/2000 9:48:00 AM
From: robert duke  Read Replies (1) | Respond to of 4849
 
Unless rfmd expanded the fabs this quarter a bunch then earnings will not come in higher than .16. now if they do don't beat me up.-