Arguably, GaAs and GaN are at opposite ends of the compound semiconductor spectrum. From a revenue standpoint, GaAs is the large, mature, established, slow growth behemoth, while GaN is the (relatively) small, dynamic, fast growth nimble challenger. A closer inspection indicates that the trajectories of these technologies are more alike than different. This presentation addresses historical revenue performance, along with the market developments that have shaped both technologies. We will also discuss the influence of a number of recent events on current performance. The presentation will close by looking at future forecasts and the anticipated drivers.
As Director for the GaAs & Compound Semiconductor Technologies Service, Eric Higham provides analysis of the dynamics and trends for processes, technologies and components in wired and wireless communications markets. His areas of research include 3G and emerging 4G wireless networks, fiber optic networks, CATV, millimeter wave communications, broadband, military radar, EW and communications applications. Prior to joining Strategy Analytics, Eric worked in a variety of engineering, business development and marketing roles for Raytheon, Micro-Dynamics and M/A-COM. In these positions, he participated in the emergence and growth of the commercial wireless industry. Eric was most recently President and founder of Spectrum Business Development, where he developed market and product research for a variety of market applications. After over three decades in the semiconductor field, he brings a deep understanding of the technical and market trends in the GaAs and compound semiconductor sector. Eric holds an MSEE degree from Northeastern University in Boston, MA and a BSEE degree from Cornell University in Ithaca, NY.