Telecoms ♦ news digest this surge is set to continue.


As consumers continue to embrace mobile data applications, operators are expanding wireless networks and developing new mobile devices.


The recently released Strategy Analytics GaAs and Compound Semiconductor Technologies Service (GaAs) Forecast and Outlook, “GaAs Industry Forecast 2010-2015,” forecasts that handset developments,like smartphones and other multi- mode, multi-band devices, powered the entire GaAs device market to 34 percent growth in 2010. This forecast estimates these handset trends will push GaAs device revenue to nearly $6.4 billion in 2015.


Strategy Analytics forecasts that device shipments into mobile handset applications will account for 50 percent of total GaAs device revenue in 2015, when more than 20.8 billion GaAs devices will ship into all market applications. In addition to GaAs devices, the report also forecasts growth for semi-insulating bulk and epitaxial GaAs substrates.


“Driven by the mobile handset segment, 2010 proved to be a banner year for GaAs devices,” noted Eric Higham, Director of the Strategy Analytics GaAs and Compound Semiconductor Technologies Service. “Smartphones and other types of handsets are becoming increasingly sophisticated in order to accommodate multiple bands, multiple standards and features like GPS, Wi-Fi and Bluetooth. This is increasing the number of GaAs devices required per handset.”


Asif Anwar, Director in the Strategy Analytics Strategic Technologies Practice, added, “While handset content will continue to drive the GaAs market, infrastructure and military opportunities for GaAs will also increase.”


The Strategy Analytics Gallium Arsenide (GaAs) service segments the entire GaAs device market by application, device type, process technology, function, geography and frequency. It also forecasts the demand and market value for the semi- insulating and epitaxial GaAs substrates that form the basis for the GaAs devices.


Microsemi acquires Zarlink Semiconductor


Microsemi has taken control of Zarlink’s board and operations and will shortly acquire all remaining Zarlink shares not tendered by way of compulsory acquisition under the Canada Business Corporations Act.


Microsemi Corporation, a provider of semiconductor products used for power, security, reliability and performance, and Zarlink Semiconductor have announced that ULC, an indirect wholly-owned subsidiary of Microsemi, has accepted the tender of and has acquired 123,438,737 Zarlink shares.


This represents approximately 96 percent of Zarlink’s outstanding shares, and CAD$54,417,000 principal amount of Zarlink convertible debentures, and is approximately 87 percent of Zarlink’s outstanding debentures.


With the success of this tender, Microsemi will take control of Zarlink’s board and operations and will shortly acquire all remaining Zarlink shares not tendered by way of compulsory acquisition under the Canada Business Corporations Act. Microsemi will then take the necessary steps to delist Zarlink from the TSX and to cease to be a reporting issuer under Canadian and U.S. securities laws.


First Solar CdTe modules to spice up Northern Chile


Solar Chile has teamed up with the cadmium telluride solar panel maker to transform Chile into the first country in Latin America to generate solar energy at competitive prices.


Solar Chile, a subsidiary of Fundación Chile, and First Solar, a provider of photovoltaic (PV) system solutions have formed a strategic alliance to co- develop solar projects in Chile.


First Solar will provide its CdTe PV modules and engineering and procurement services to future development projects, subject to execution of definitive project agreements.


“Solar Chile is pleased to work with First Solar, November/December 2011 www.compoundsemiconductor.net 127


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