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Technology Stocks : Cree Inc.
CREE 52.32-0.1%Jan 21 3:59 PM EST

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From: slacker71111/1/2019 10:11:59 AM
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Qorvo is seeing very different trends for their 5G GaN solutions. Part of that is presumably the fact that they are still shipping some products to Huawei, but I am not sure that accounts for the entire difference. Perhaps UDC is more tied to Nokia than Ericsson as well? Big difference in performance between those two companies in 5G right now.

seekingalpha.com

During the quarter, we secured new GaN design wins for sub-6 gigahertz massive MIMO deployments expected to span multiple years. Among China-based carriers, it's been widely published that China Unicom and China Telecom will share cell sites to accelerate 5G deployments. This development will drive the need for broader band and higher power amplifiers favoring Qorvo's GaN solutions. GaN enables operators to drive more power through smaller form factors and achieve better performance at higher frequencies.
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