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RF DEVICES & TECHNOLOGIES

The RF GaN industry is showing an impressive growth with a 23% CAGR between 2017 and 2023, driven by telecom and defense applications. By the end of 2017, the total RF GaN market was close to US$380 million and 2023 should reach more than US$1.3 billion with an evolving industrial landscape (1). Telecom and defense are looking for innovative technologies and RF GaN-based devices are directly answering to the market demand.

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Qorvo has released its financial results for the fiscal 2019 third quarter, ended December 29, 2018. They reported revenue of $832 million with gross margin was 40.7% and operating income was $81 million. According to Bob Bruggeworth, the President and CEO at Qorvo, the company delivered record EPS and free cash flow in the December quarter despite softness in the smartphone market. He was pleased with the operational performance and excited about the position in the markets the company serves, including 5G, Wi-Fi 6, IoT, and defense.

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Continental has developed a flexible 5G hybrid platform that allows mobile network communication as well as rapid and reliable direct exchange of data. These benefits are being realized with a first customer award for this 5G-Hybrid-V2X solution. Connected vehicles allow drivers and passengers access to state-of-the-art infotainment. They also have the potential to communicate real-time traffic updates and road hazards, and future safety assist functions by communicating directly with other vehicles or the infrastructure, making driving safer and more efficient.

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Skyworks has reported first fiscal quarter results for the period ended December 28, 2018. Revenue for the first fiscal quarter was $972.0 million. Despite macro weakness across the global mobile business, Skyworks seems to have delivered solid financial results driven by content gains and an expanding footprint in broad markets. During the quarter, they generated more than $500 million in cash flow from operations and exited the quarter with over $1 billion in cash.

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Skyworks has announced that its SkyOne Ultra 3.0 portfolio is being leveraged by Inseego, a pioneer in 5G and intelligent IoT device-to-cloud solutions, for their next generation mobile hotspot. Given the significant growth in mobile subscribers and densification of data traffic – which will intensify with 5G – demand for portable, reliable, anytime connectivity is rapidly increasing.

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Fractal Antenna Systems is now working on making road tags brighter to vehicular radars to help improve driverless tracking, and enabling the antiquation of LIDAR systems. The new solution developed by the company can also be used for future flying cars/taxis, and even satellites. FRACTAL’s new patented and patent pending technology utilizes a discovery made over a dozen years ago during the research on invisibility cloaks, themselves invented first (see US patent 8,253,639) and patented by the company.

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