Strategy Analytics issued a report “GaAs Industry Downturns 2001
vs. 2009," where the Strategy Analytics GaAs and Compound
Technologies service reiterated previous projections of a 5% - 6%
drop in GaAs industry revenues for 2009, and explains why the
current downturn will not be as extreme for the GaAs industry as in
2001.
As SA said previously, the GaAs industry hit a wall in the last
quarter of 2008. The effects of a global economic slowdown finally
caught up with the handset market—and other end markets—in which
GaAs technology is used. However, Strategy Analytics believes that
the expanding demand for bandwidth coupled with better managed
inventory corrections will save the industry from seeing the
precipitous 25% drop suffered in 2001.
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