The site says that GaAs IC foundries Win Semiconductors and Advanced Wireless Semiconductor Company (AWSC), and GaAs epi-wafer supplier Visual Photonics Epitaxy Company (VPEC) will post significant revenue gains in the second half of this year due to demand for the new iPhones with WiFi 6E. The technology is expected to become standard on iOS and Android smartphones in 2022.
Many chipmakers including Qualcomm, Broadcom and MediaTeK are commercializing production of Wi-Fi 6E core chips, which have to be paired with RF front-end modules including power amplifiers (PA) rolled out by vendors including Qorvo and Skyworks, the sources noted. This will provide brisk business opportunities for Taiwan's 6-inch GaAs foundries Win Semi and AWSC and epi-wafer maker VPEC as they are crucial partners for processing 5G PAs and Wi-Fi 6/6E PAs for iPhones, Android smartphones, and other consumer electronics devices, added the sources.
The new iPhones will continue to use Face ID also bolstering demand for VCSEL chips from the three GaAS companies.
More details at the link below...