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To: pompsander who wrote (5257)	3/29/2001 12:28:59 PM
From: Jim Oravetz	Respond to of 10714

Market Free-Fall Will Not Unhinge Power Semiconductor Stronghold, Says ABI Report Battle between GaAs transistors and silicon LDMOS for the cellular infrastructure market The first-quarter death rattle has led all to believe it is time to flee the tech market, but the power semiconductor industry remains extremely vibrant, according to the findings in a new study from Allied Business Intelligence (ABI). The study, "Wireless Power Devices: Transistors, ICs and Power Modules," forecasts that the market will grow from $2.85 billion in 2001 to $8.4 billion in 2006. Although the narrowband cellular infrastructure/handset arena represents the most financially attractive market for power semiconductors, other markets are poised for substantial growth. Broadband wireless access and industrial, scientific, and medical (ISM) band applications merit attention as well. The proliferation of second/third generation systems and broadband wireless local loop platforms will propel this market forward. "The natural evolution from voice to data has inspired profound changes in the cellular handset and infrastructure market - crucial areas for GaAs transistors, MMICs, power modules and silicon power transistors," said ABI Analyst and report author, Natalie Amiama. "3G will beget an era of integration as new handset manufacturers, mainly third-tier players, lack RF experience, and as tier one manufacturers slash product life cycles. "These changes will renew the popularity of power modules, and force component suppliers to adopt alternate strategies." The dynamics of semiconductor processes affect the market at large. "Wireless Power Devices: Transistors, ICs and Power Modules" details the battle between GaAs transistors and silicon LDMOS for the cellular infrastructure market, and assesses the strengths of next generation competitors such as indium phosphide and silicon carbide. Industry shifts in process, whether from MESFETs to HBTs or from the rise of silicon germanium BiCMOS, reveal both the changing criteria for end-user applications and the relationship between price and pure technical progress. Emerging applications such as WLANs, LMDS and MMDS will bring new life to the power IC and transistor market, slightly tilting the focus away from cellular/PCS/3G and rewarding those companies with broad focuses. This study addresses current issues of capacity, passing trends and those capable of redefining the industry from the component level up. Allied Business Intelligence Inc., is an Oyster Bay, NY-based technology research think tank publishing strategic research on the broadband, wireless, electronics networking and energy industries. gaasnet.com