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half resulted in Semi-Insulating (SI) GaAs bulk substrates volumes still growing year-on-year. The Strategy Analytics GaAs and Compound Semiconductor Technologies service report, “Semi- insulating GaAs Substrate Markets: 2009-2014,” notes a recession-busting 10% year-on-year increase in 2009 substrate volumes driven by trends in next generation cellular handset platforms.
Orders started to filter through in the second quarter of 2009 as end-users looked to re-build stock levels. Strategy Analytics models showed by the end of the quarter that the market started to see robust demand for materials and devices through the GaAs industry supply chain.
“The strong recovery was helped by an incumbent position in the overall Power Amplifier (PA) market for cellular terminals,” noted Asif Anwar at Strategy Analytics. “This was further helped with the RF (radio frequency) front-end architectural requirements of next generation handsets.”
Anwar concluded, “Next generation handsets dictate an increase in the ratio of PAs per terminal as well as more complex switching requirements. This helped the market for SI GaAs bulk substrates to maintain recession-defying growth in 2009. It will also underpin growth moving forward.”
The report forecasts volume demand growing at a CAAGR of 12% through 2014, with the market worth $217 million, based on an examination of supply chain dynamics, coupled with extensive analysis of end-demand drivers for SI GaAs bulk substrates.
Major Asia Pacific Photovoltaic Markets Expected to Grow 85% in 2010
2010—Asia Pacific photovoltaic markets are poised to make a significant contribution to global photovoltaic (PV) market growth in 2010 following improvements in the policy environment in most of the key countries in this region.
According to the Solarbuzz Asia and Pacific Major PV Markets 2010 report, the key emerging country markets of China, India, South Korea and Australia, together with the long established Japanese market, contributed 0.9 GW of installations in
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www.compoundsemiconductor.net August/September 2010
2009, or 12% of world demand. After a policy-led reduction in demand in South Korea last year, all five of these country markets are now expected to return to growth in 2010. According to data in the new Asia and Pacific Major PV Markets 2010 report, demand across the three countries will be up 85% this year in the mid-case Green World scenario.
“Japan is set for very strong growth in 2010 with clearly set out new incentives for photovoltaics,” said Craig Stevens, President of Solarbuzz. “The expectations for China and India remain high. However, their challenge will be to translate their long pipeline of projects, now just on paper, into reality through government incentive policies that are certain and at a level high enough to attract financing.”
PV Growth in Japan Stimulated by New Government Initiatives For the first time in three years, the Japanese market showed a significant increase in 2009. The domestic market more than doubled in 2009 to 477 MW as a result of the re- launch of a nationwide residential incentive program and the introduction of a Japanese version of a Feed-In Tariff (FIT) during the year. The FIT was originally planned to launch from April 2010, but to further accelerate the deployment of the domestic PV market, the government pushed it forward and started the program in November 2009. In addition, as of December 2009, over 400 regional governments (prefecture, city, town or village) offered residential PV support programs, including subsidies and loans as well as utility buy-back schemes and further assistance through utility Green Power Funds.
China Achieves 228 MW in 2009, 552%Y/Y Growth With the help of Solar Rooftops and Golden Sun programs in mid-2009, the PV market in China experienced strong growth, achieving 228 MW in 2009, an impressive 552% Y/Y growth. The growth was driven by the emergence of a significant on-grid segment, building-mounted and ground- mounted systems supported by specific government programs, with the largest provincial markets being Ningxia and Jiangsu. Specifically, on-grid building- mounted segments rose from a 33% market share in 2008 to 88% in 2009. As of June 2010, a total of 95 listed projects that are under development with National Energy Administration approval totaled 18.6 GW with more tender bids pending.
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