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RF GaAs device revenue declining in 2022 with softening of handset demand
What happened
Strategy Analytics forecasts a decline in RF GaAs device revenue for 2022, following strong growth in 2021. The primary driver is softening demand in the handset market, which is the largest application for these components. Bearish: The projected revenue decline signals weakening demand for RF GaAs components, a potential headwind for spot market pricing.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
RF GaAs Devices
demand-weaknesshandset
Source and time
Source: Semiconductor Today · 9/30/2022 · View original source
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