www.bedfordreport.com/2011-03-RFMD
www.bedfordreport.com/2011-03-SWKS
A recent report from Strategy Analytics claims that the microelectronics portion of the semiconductor industry began 2011 by continuing the growth evidenced throughout 2010. The report argues that while larger commercial and military microelectronic suppliers may see only modest gains, companies such as RF Micro Devices and Skyworks Solutions will continue to find new opportunities for front-end modules in an increasing portfolio of 4G devices.
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Skyworks Solutions is expected to benefit from the launch of the iPad 2. Skyworks is adding another chip to its Apple lineup following the three power amplifiers it had in the first iPhone 4.
Known mostly for making cell phone chips, RF Micro Devices recently announced that it has hit a milestone in its solar research that could help it develop a commercially viable production process for high-efficiency photovoltaic cells. Two years ago RF Micro entered into a cooperative agreement with the U.S. Department of Energy's National Renewable Energy Laboratory focused on developing new solar cell production techniques.
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