Last week the GaAs device manufacturer rankings report came out from Strategic Analytics for 2007. RFMD, Skyworks and Triquint were the top 3 and represent 50% of the $3.6 billion market. I was surprised that the market grew by 17% year on year. North American companies, also including Avago and M/A-COM, accounted for 7 out of the top 10. The largest Japanese manufacturer was Mitsubishi Electric joined by Eudyna in the top ten and the largest European manufacturer was UMS at #12. Taiwan manufacturer Win semiconductor's revenue grew by over 50% year on year as they entered the top 10.
The top 3 are no surprise but the growth of Win is pretty impressive while the lack of more European manufacturers is disappointing for the industry there. We will see how the increase of LDMOS and GaN in the markets affects the GaAs manufacturers in the future.