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Technology Stocks : Cree Inc.
CREE 80.070.0%Oct 4 12:00 AM EDT

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dvdw©
From: slacker71111/1/2018 7:52:09 AM
1 Recommendation   of 10461
 
Lots of discussion of GaN (on SiC) during the Qorvo call.

Much more at the link.

seekingalpha.com

Shipments of 5G solutions were a record in support of multiple leading base station customers. GaN based revenue increased 27% year-over-year, driven by broad market demand, including 5G infrastructure.

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In the base station market, 5G is helping to drive a rapid shift in power amplifiers from silicon LDMOS to GaN. We expect the trend to accelerate, with approximately half of the power amplifier market transitioning to GaN in the next few years.

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James L. Klein - Qorvo, Inc.

Yeah, as I've stated many times, I mean we see that overall GaN market again, defense, broadband, cable and wireless infrastructure, that market is going to grow in the low to mid-20s. I think we'll do significantly better than that as we go forward. You saw that in this last quarter. That was driven a lot by Defense, but we are now really beginning the start of production deliveries around these 5G deployments and massive MIMO deployments.

I think one thing I want to talk a little bit, while we're on massive MIMO is we definitely are seeing the OEMs start those deployments. Over the next couple of years, probably maybe three years, we expect that 20% or 30% of the RUs will be massive MIMO antennas. What that does for us, it results in about a 4x of the number of channels, about a 8x to 12x increase in content for us. So, that's going to drive a significant amount of GaN demand as we go through these deployments in 5G over the next several years.
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