Gallium Arsenide

Table of Contents

I. INTRODUCTION, METHODOLOGY & PRODUCT DEFINITIONS

• Study Reliability And Reporting Limitations I-1
• Disclaimers I-2
• Data Interpretation & Reporting Level I-2
• Quantitative Techniques & Analytics I-3
• Product Definition And Scope Of The Study I-3
• Optoelectronics I-3
• Integrated Circuits I-3

II. EXECUTIVE SUMMARY

1. Market Overview II-1

• Current and Future Analysis II-1
• By Region II-1
• End-Use Analysis II-1
• Historic Perspective II-1

2. Major End Use Segments - An Overview II-3

• Optoelectronics II-3
• The Technology II-3
• Applications and Products II-3
• Gallium Arsenide (GaAs) in Optoelectronics II-3
• Table 1: GaAs Optoelectronics Market (2001):
• Percentage Breakdown for Laser Diode, Photodetector, LED Lamps/Displays, Photocoupler and Others (includes corresponding Graph/Chart) II-4
• Integrated Circuits II-4
• Memory ICs II-4
• Microcomponent ICs II-5
• Optical ICs II-5
• Raw Material for GaAs ICs II-5
• GaAs in ICs II-5
• Future for GaAs ICs II-6

3. Industry Trends II-7

• Commoditization II-7
• Balancing Supply and Demand II-7
• Demand for GaAs Semiconductor Products Goes Up II-7
• GaAs Chip Manufacturers Benefit from Advances in Television Technology II-8
• Other Trends II-8

4. Product Overview II-9

• Definition and Material Characteristics of GaAs II-9
• Characteristics of Gallium Arsenide in Varied Forms II-9
• Speed II-9
• Long Life II-9
• Soaring Frequencies II-9
• Other Characteristics II-9

5. Application Areas for Gallium Arsenide II-11

• GaAs - A Niche Semiconducting Technology II-11
• Wireless Communications II-11
• Satellite Communication and Defense II-12
• Satellite Communications II-12
• Defense Applications II-13
• Direct Broadcast Satellite TV II-13
• Other Product Areas II-13
• Application Areas for GaAs Devices II-14
• Commercial Communications II-14
• Industrial Products II-14
• Consumer Products II-14
• Computer Products II-15
• Military II-15

6. Technological Trends II-16

• Rise of new Non-Silicon Semiconductors II-16
• Non-Silicon Semiconductors II-17
• Indium Phosphide (InP) II-17
• Gallium Arsenide (GaAs) II-17
• Major Producers of GaAs Wafers II-17
• Organic/Molecular Semiconductors II-18
• New Semiconductors on the Block II-18
• Competing Technologies II-19
• CMOS Vs GaAs II-19
• Silicon Vs. GaAs II-19
• Other Substrates II-20
• Innovative Alternates to GaAs II-20
• Products/Technologies in the Pipeline... II-20
• Scientists Exploit Defects in GaAs Crystal Structure II-21
• University of Illinois Invents New Transistor Structure II-21
• China Academy of Science Researchers Build a New Long Wavelength Laser Device... II-21
• Technological Trends in Recent Years II-22
• Spire' s Laser for Easy Blood Sampling Uses GaAs Layers II-22
• Boeing Entech and NASA Tests Terrestrial Triple-Junction Solar Array II-22
• Novel Optical Head Developed at Sony II-22
• HRL Laboratories Develop New Antimonide Detector II-22
• Economical Production of GaN HEMTs II-22
• First Ever Blue-violet Laser Diodes From Sharp Labs II-23

7. Recent Industry Activity II-24

• RFMD Tests GaAs Amplifiers II-24
• Hitachi Cable Merges with Hitachi Copper Products, Ltd II-24
• Goodrich Acquires Sensors Unlimited II-24
• Mimix Acquires Celeritek' s Assets II-24
• CMD Invests in China II-24
• Xindium Technologies, Inc Shifts to Power Amplifiers Market II-25
• Kopin Corporation Expands GaAs HBT Sumitomo Acquires Manufacturing Facility II-25
• Fairchild Acquires Commercial Business Unit Acquires Microwave II-26
• Sensors Unlimited Receives Contract to Develop InGaAs-based Camera II-26
• RF Micro Devices Upgrades to Six-inch Wafers II-26
• TriQuint Semiconductor Inc., Acquires GaAs Segment of Infineon Technologies AG II-26
• Philips Semiconductors Signs Agreement with TriQuintSemiconductor II-27
• Raytheon Forms Alliance with WIN Semiconductors II-27
• Silicon and Other Semiconductors Brought together on One Chip (Motorola' s Gallium Arsenide Transistors) II-27
• TRW Forms a New Company - Velocium II-27
• Sumitomo Establishes Subsidiary in Japan II-27
• Sumitomo Breaks Ground on New Manufacturing Facility in the US II-27

8. Product Launches II-28

• TriQuint Launches GaAs Switches II-28
• Goodrich' s SU055-GM-APD-FO Photodiode II-28
• SPIR Launches GaAs Concentrator Solar Cells II-28
• Toshiba Adds Frequency Ranges to Extended Ku-Band GaAs FETs II-28
• TriQuint Launches New GaAs Amplifiers II-28
• M/A-COM Debuts New GaAs Transistors II-29
• Freescale Develops Marketable GaAs MOSFET Device II-29
• RF Micro Devices Unveils Advanced GaAs HBT Pre-Driver Power Amplifiers II-29
• Vitesse Launches Photodiodes for Resurgent Optical Communications Markets II-29
• Mimix Introduces Low Noise GaAs Amplifier II-29
• Mimix Introduces New GaAs MMIC Amplifier II-29
• Showa Denko K.K. Develops GaN-based Blue LED Chips II-30
• Toshiba Augments RF GaAs HBT Product Line II-30
• Toshiba Launches GaAs Field Effect Transistor II-30
• Sensors Unlimited Unveils InGaAs Photodiode Array II-30
• Mitsubishi' s Semiconductor Division Unveils GaAs HFET Products II-30
• Oki Semiconductor Launches 10 Gbps Optical Receiver Module II-31
• Motorola Launches New Gallium Arsenide Based CableTelevision Amplifier II-31
• Anadigics Introduces New Gallium Arsenide Cable TV Reverse Amplifier II-31
• Agilent Technologies Launches Enhancement-mode GaAs Transistor II-32
• Infineon Technologies AG Launches GaAs-based pHEMT Switches II-32
• RF Micro Devices Introduces GaAs HBT Amplifiers II-32

9. Focus on Select Key Players II-33

• Anadigics, Inc. (US) II-33
• Dowa Mining Co., Ltd. (Japan) II-33
• Freiberger Compound Materials GmbH (Germany) II-33
• Hitachi Cable, Ltd. (Japan) II-33
• Kopin Corporation (US) II-34
• RF Micro Devices, Inc. (US) II-34
• Showa Denko K.K. (Japan) II-34
• Texas Instruments, Inc. (US) II-34
• TriQuint Semiconductor, Inc. (US) II-35
• Vitesse Semiconductor Corporation (US) II-35

10. Global Market Perspective II-36

• Table 2: World Recent Past, Current & Future Analysis for Gallium Arsenide by Geographic Region/Country - US, Canada, Japan, Europe, Asia-Pacific (excluding Japan),Latin America and Rest of World Markets Independently Analyzed with Annual Sales Figures in US$ Million forYears 2001 through 2010 (includes correspondingGraph/Chart) II-36
• Table 3: World Historic Review for Gallium Arsenide by Geographic Region/Country - US, Canada, Japan, Europe, Asia-Pacific (excluding Japan), Latin America and Rest ofWorld Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 1996 through 2000(includes corresponding Graph/Chart) II-36
• Table 4: World 15-Year Perspective for Gallium Arsenide by Geographic Region/Country - Percentage Breakdown of Dollar Sales for US, Canada, Japan, Europe, Asia-Pacific (excluding Japan), Latin America and Rest of World Markets for Years 1996, 2001, 2005 & 2010(includes corresponding Graph/Chart) II-37
• Table 5: World Recent Past, Current & Future Analysis for Consumption of Gallium Arsenide in Optoelectronics by Geographic Region/Country - US, Canada, Japan, Europe, Asia-Pacific (excluding Japan), Latin America and Rest ofWorld Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2001 through 2010(includes corresponding Graph/Chart) II-38
• Table 6: World Historic Review for Consumption of Gallium Arsenide in Optoelectronics by Geographic Region/Country - US, Canada, Japan, Europe, Asia-Pacific (excluding Japan), Latin America and Rest of World Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 1996 through 2000(includes corresponding Graph/Chart) II-39
• Table 7: World 15-Year Perspective for Consumption of Gallium Arsenide in Optoelectronics by Geographic Region/Country - Percentage Breakdown of Dollar Sales for US, Canada, Japan, Europe, Asia-Pacific (excluding Japan), Latin America and Rest of World Markets for Years 1996, 2001, 2005 & 2010 (includes corresponding Graph/Chart) II-39
• Table 8: World Recent Past, Current & Future Analysis for Consumption of Gallium Arsenide in Integrated Circuits by Geographic Region/Country - US, Canada, Japan, Europe, Asia-Pacific (excluding Japan), Latin America and Rest ofWorld Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2001 through 2010(includes corresponding Graph/Chart) II-40
• Table 9: World Historic Review for Consumption of Gallium Arsenide in Integrated Circuits by Geographic Region/Country - US, Canada, Japan, Europe, Asia-Pacific (excluding Japan), Latin America and Rest of World Markets Independently Analyzed with Annual Sales Figures in US$ Millionfor Years 1996 through 2000(includes corresponding Graph/Chart) II-40
• Table 10: World 15-Year Perspective for Consumption of Gallium Arsenide in Integrated Circuits by Geographic Region/Country - Percentage Breakdown of Dollar Sales for US, Canada, Japan, Europe, Asia-Pacific (excluding Japan), Latin America and Rest of World Markets for Years 1996, 2001, 2005 & 2010(includes corresponding Graph/Chart) II-41

III. MARKET

1. The United States III-1

• A. Market Analysis III-1
• Current & Future Analysis III-1
• Table 11: Gallium Market in the US: Analyzed withVolume in Thousand Kilograms for Years 2000through 2005 (includes correspondingGraph/Chart) III-1
• Recent Industry Activity III-2
• Product Launches III-5
• Select Key Players III-8
• Anadigics III-8
• AXT Inc. III-9
• Kopin Corp. III-9
• Texas Instruments III-9
• TriQuint Semiconductor Inc. III-9
• Vitesse Semiconductor Corporation III-10
• B. Market Analytics III-10
• Table 12: US Recent Past, Current & Future Analysis for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed mwith Annual Sales Figures in US$ Million for Years2001 through 2010(includes correspondingGraph/Chart) III-10
• Table 13: US Historic Review for Gallium Arsenide by End-Use Segment - Optoelectronics and IntegratedCircuit Markets Independently Analyzed with AnnualSales Figures in US$ Million for Years 1996through 2000(includes correspondingGraph/Chart) III-11
• Table 14: US 15-Year Perspective for Gallium Arsenide by End-Use Segment -Percentage Breakdown ofDollar Sales for Optoelectronics and IntegratedCircuit Markets for Years 1996, 2001,2005 & 2010 III-11

2. Canada III-12

• Market Analysis III-12
• Table 15: Canadian Recent Past, Current & Future Analysis for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figuresin US$ Million for Years 2001 through 2010 (includes corresponding Graph/Chart) III-12
• Table 16: Canadian Historic Review for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with AnnualSales Figures in US$ Million for Years 1996 through2000 (includes corresponding Graph/Chart) III-13
• Table 17: Canadian 15-Year Perspective for Gallium Arsenide by End-Use Segment -Percentage Breakdown of Dollar Sales for Optoelectronics and Integrated Circuit Markets for Years 1996, 2001, III-13

3. Japan III-14

• A. Market Analysis III-14
• Overview III-14
• Recent Industry Activity III-14
• Select Key Players III-15
• Dowa Mining Co., Ltd. III-15
• Mitsubishi Chemical Corporation III-15
• Showa Denko K.K. III-15
• Sumitomo Electric Industries Limited III-15
• B. Market Analytics III-16
• Table 18: Japanese Recent Past, Current & Future Analysis for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2001 through 2010(includes corresponding Graph/Chart) III-16
• Table 19: Japanese Historic Review for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 1996 through 2000(includes corresponding Graph/Chart) III-16
• Table 20: Japanese 15-Year Perspective for Gallium Arsenide by End-Use Segment -Percentage Breakdownof Dollar Sales for Optoelectronics and IntegratedCircuit Markets for Years 1996, 2001, 2005 & 2010 III-17

4. Europe III-18

• A. Market Analysis III-18
• Current & Future Analysis III-18
• Regional Overview III-18
• Segmental Analysis III-18
• Historic Review III-18
• Regional GaAs Fabs - Spearheading R&D III-18
• Recent Industry Activity/Product Launch III-19
• Freiberger Compound Materials GmbH (Germany) - A Key Player III-19
• B. Market Analytics III-20
• Table 21: European Recent Past, Current & Future Analysis for Gallium Arsenide by Geographic Region/ Country - France, Germany, Italy, UK, Spain, Russia and Rest of Europe Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2001 through 2010 (includes corresponding Graph/Chart) III-20
• Table 22: European Recent Past, Current & Future Analysis for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figuresin US$ Million for Years 2001 through 2010(includes corresponding Graph/Chart) III-20
• Table 23: European Historic Review for Gallium Arsenide by Geographic Region/Country - France, Germany, Italy, UK, Spain, Russia and Rest of Europe Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 1996 through 2000 (includes corresponding Graph/Chart) III-21
• Table 24: European Historic Review for Gallium Arsenide by End-Use Segment - Optoelectronics and IntegratedCircuit Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 1996 through 2000 (includes corresponding Graph/Chart) III-21
• Table 25: European 15-Year Perspective for Gallium Arsenide by Geographic Region/Country - Percentage Breakdown of Dollar Sales for France, Germany, Italy, UK, Spain, Russia and Rest of Europe Markets for Years 1996, 2002 & 2010 (includes corresponding Graph/Chart) III-22
• Table 26: European 15-Year Perspective for Gallium Arsenide by End-Use Segment -Percentage Breakdown of Dollar Sales for Optoelectronics and Integrated Circuit Markets for Years 1996, 2001, 2005 & 2010 III-22

4a. France III-23

• A. Market Analysis III-23
• Key French Player III-23
• United Monolithic Semiconductors III-23
• B. Market Analytics III-24
• Table 27: French Recent Past, Current & FutureAnalysis for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2001 through 2010 (includes corresponding Graph/Chart) III-24
• Table 28: French Historic Review for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 1996 through 2000 (includes corresponding Graph/Chart) III-24
• Table 29: French 15-Year Perspective for Gallium Arsenide by End-Use Segment -Percentage Breakdown of Dollar Sales for Optoelectronics and Integrated Circuit Markets for Years 1996, 2001, 2005 & 2010 III-25

4b. Germany III-26

• Market Analysis III-26
• Table 30: German Recent Past, Current & Future Analysisfor Gallium Arsenide by End-Use Segment - ptoelectronics and Integrated Circuit Markets Independently Analyzedwith Annual Sales Figures in US$ Million for Years 2001 through 2010 (includes corresponding Graph/Chart) III-26
• Table 31: German Historic Review for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 1996 through 2000 (includes corresponding Graph/Chart) III-27
• Table 32: German 15-Year Perspective for Gallium Arsenide by End-Use Segment -Percentage Breakdownof Dollar Sales for Optoelectronics and IntegratedCircuit Markets for Years 1996, 2001, 2005 & 2010 III-27

4c. Italy III-28

• A. Market Analysis III-28
• B. Market Analysis III-28
• Table 33: Italian Recent Past, Current & Future Analysis for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figuresin US$ Million for Years 2001 through 2010(includes corresponding Graph/Chart) III-28
• Table 34: Italian Historic Review for Gallium Arsenide by End-Use Segment - Optoelectronicsand Integrated Circuit Markets IndependentlyAnalyzed with Annual Sales Figures in US$Million for Years 1996 through 2000(includes corresponding Graph/Chart) III-29
• Table 35: Italian 15-Year Perspective for Gallium Arsenide by End-Use Segment -PercentageBreakdown of Dollar Sales for Optoelectronicsand Integrated Circuit Markets for Years 1996,2001, 2005 & 2010 III-29

4d. The United Kingdom III-30

• Market Analysis III-30
• Table 36: UK Recent Past, Current & FutureAnalysis for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figuresin US$ Million for Years 2001 through 2010 (includes corresponding Graph/Chart) III-30
• Table 37: UK Historic Review for Gallium Arsenideby End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 1996 through 2000 (includes corresponding Graph/Chart) III-31
• Table 38: UK 15-Year Perspective for Gallium Arsenide by End-Use Segment -Percentage Breakdown of Dollar Sales for Optoelectronics and Integrated Circuit Markets for Years 1996, 2001, 2005 & 2010 III-31

4e. Spain III-32

• A. Market Analysis III-32
• B. Market Analysis III-32
• Table 39: Spanish Recent Past, Current & Future Analysis for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2001 through 2010 (includes corresponding Graph/Chart) III-32
• Table 40: Spanish Historic Review for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 1996 through 2000(includes corresponding Graph/Chart) III-33
• Table 41: Spanish 15-Year Perspective for Gallium Arsenide by End-Use Segment -Percentage Breakdown of Dollar Sales for Optoelectronics and Integrated Circuit Markets for Years 1996, 2001, 2005 & 2010 III-33

4f. Russia III-34

• A. Market Analysis III-34
• B. Market Analysis III-34
• Table 42: Russian Recent Past, Current & Future Analysis for Gallium Arsenide by End-Use Segment - ptoelectronics and Integrated Circuit Markets Independently Analyzed Annual Sales Figures in US$ Million for Years 2001 through 2010 (includes corresponding Graph/Chart) III-34
• Table 43: Russian Historic Review for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 1996 through 2000 (includes corresponding Graph/Chart) III-35
• Table 44: Russian 15-Year Perspective for Gallium Arsenide by End-Use Segment -Percentage Breakdown of Dollar Sales for Optoelectronics and Integrated Circuit Markets for Years 1996, 2001, 2005 & 2010 III-35

4g. Rest of Europe III-36

• A. Market Analysis III-36
• B. Market Analysis III-36
• Table 45: Rest of Europe Recent Past, Current & Future Analysis for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2001 through 2010 (includes corresponding Graph/Chart) III-36
• Table 46: Rest of Europe Historic Review for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 1996 through 2000(includes corresponding Graph/Chart) III-37
• Table 47: Rest of Europe 15-Year Perspective for Gallium Arsenide by End-Use Segment -Percentage Breakdown of Dollar Sales for Optoelectronics and Integrated Circuit Markets for Years 1996, 2001, 2005 & 2010 III-37

5. Asia-Pacific III-38

• A. Market Analysis III-38
• Current & Future Analysis III-38
• Taiwan' s GaAs Foundry Market - An Overview III-38
• Strategic Development III-38
• B. Market Analytics III-39
• Table 48: Asia-Pacific Recent Past, Current & Future Analysis for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figuresin US$ Million for Years 2001 through 2010(includes corresponding Graph/Chart) III-39
• Table 49: Asia-Pacific Historic Review for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 1996 through 2000(includes corresponding Graph/Chart) III-39
• Table 50: Asia-Pacific 15-Year Perspective for Gallium Arsenide by End-Use Segment -Percentage Breakdown of Dollar Sales for Optoelectronics and Integrated Circuit Markets for Years 1996, 2001, 2005 & 2010 III-40

6. Latin America III-41

• A. Market Analysis III-41
• B. Market Analysis III-41
• Table 51: Latin American Recent Past, Current &Future Analysis for Gallium Arsenide by End-UseSegment - Optoelectronics and Integrated CircuitMarkets Independently Analyzed with Annual SalesFigures in US$ Million for Years 2001 through 2010 (includes corresponding Graph/Chart) III-41
• Table 52: Latin American Historic Review for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 1996 through 2000(includes corresponding Graph/Chart) III-42
• Table 53: Latin American 15-Year Perspective for Gallium Arsenide by End-Use Segment -Percentage Breakdown of Dollar Sales for Optoelectronics and Integrated Circuit Markets for Years 1996, 2001, 2005 & 2010 III-42

7. Rest of World III-43

• Market Analysis III-43
• Table 54: Rest of World Recent Past, Current & Future Analysis for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed with Annual Sales Figurein US$ Million for Years 2001 through 2010 (includes corresponding Graph/Chart) III-43
• Table 55: Rest of World Historic Review for Gallium Arsenide by End-Use Segment - Optoelectronics and Integrated Circuit Markets Independently Analyzed withAnnual Sales Figures in US$ Million for Years 1996 through 2000 (includes corresponding Graph/Chart) III-44
• Table 56: Rest of World 15-Year Perspective for Gallium Arsenide by End-Use Segment -Percentage Breakdown of Dollar Sales for Optoelectronics and Integrated Circuit Markets for Years 1996, 2001, 2005 & 2010 III-44

IV. COMPETITION

• 1. Advanced Wireless Semiconductor Company (AWSC) (Taiwan) IV-1
• 2. Anadigics, Inc. (USA) IV-2
• Table 57: Nine Months Sales Analysis: 2005-2006 (Nine Months ended, September) (In US$ million) IV-3
• Table 58: Nine Months Sales Analysis by Quarter: 2005-2006 (Nine Months ended, September) (In US$ million) IV-3
• Table 59: Nine Months Sales Analysis by Business Segment: 2005-2006 (In US$ million) IV-3
• Table 60: Nine Months Sales Analysis by Geographic Region: 2005-2006 (In US$ million) IV-3
• Table 61: Annual Sales Analysis: 2004-2005 (In US$ million) IV-3
• Table 62: Quarterly Sales Analysis: 2004-2005 (In US$ million) IV-4
• Table 63: Annual Sales Analysis by Business Segment: 2004-2005 (In US$ million) IV-4
• Table 64: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-4
• 3. Applied Micro Circuits Corporation (AMCC) (USA) IV-8
• Table 65: First Quarter Sales Analysis:2006-2007 (Q1) (In US$ million) IV-9
• Table 66: Annual Sales Analysis: 2004-2006 (In US$ million) IV-9
• Table 67: Annual Sales Analysis by Quarter: 2005-2006 (In US$ million) IV-9
• Table 68: Annual Sales Analysis by Quarter: 2004-2005 (In US$ million) IV-9
• Table 69: Annual Sales Analysis by Segment: 2004-2005 (In US$ million) IV-10
• Table 70: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-10
• 4. Axt, Inc. (USA) IV-17
• Table 71: Nine Months Sales Analysis: 2005-2006 (Nine Months Ended, September) (In US$ million) IV-18
• Table 72: Nine Months Sales Analysis by Product: 2005-2006 (Nine Months Ended, September) (In US$ million) IV-18
• Table 73: Nine Months Sales Analysis by Geographic Region: 2005-2006 (Nine Months Ended, September) (In US$ million) IV-18
• Table 74: Annual Sales Analysis: 2004-2005 (In US$ million) IV-18
• Table 75: Annual Sales Analysis by Product: 2004-2005 (In US$ million) IV-19
• Table 76: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-19
• 5. CMD International (Tianjin) Electronic Co., Ltd. (China) IV-21
• 6. Dowa Mining Co., Ltd. (Japan) IV-22
• 7. Emcore Corporation (USA) IV-23
• Table 77: Nine Months Sales Analysis: 2005-2006 (Nine Months Ended, June) (In US$ million) IV-24
• Table 78: Quarterly Sales Analysis: 2005-2006 (Nine Months Ended, June) (In US$ million) IV-24
• Table 79: Nine Months Sales Analysis By Business Segment: 2005-2006 (Nine Months Ended, June) (In US$ million) IV-25
• Table 80: Nine Months Sales Analysis By Geographical Region: 2005-2006 (Nine Months Ended, June) (In US$ million) IV-25
• Table 81: Annual Sales Analysis: 2004-2005 (In US$ million) IV-25
• Table 82: Annual Sales Analysis by Business Segment: 2004-2005 (In US$ million) IV-25
• Table 83: Annual Sales Analysis by Geographical Region: 2004-2005 (In US$ million) IV-25
• Table 84: Quarterly Sales Analysis: 2004-2005 (In US$ million) IV-26
• 8. Freescale Semiconductor, Inc. (USA) IV-38
• Table 85: Nine Months Sales Analysis: 2005-2006 (Nine Months Ended, September) (In US$ million) IV-40
• Table 86: Nine Months Sales Analysis by Segment: 2005-2006 (Nine Months Ended, September) (In US$ million) IV-40
• Table 87: Annual Sales Analysis: 2004-2005 (In US$ million) IV-40
• Table 88: Annual Sales Analysis by Quarter:2004-2005 (In US$ million) IV-40
• Table 89: Annual Sales Analysis by Segment: 2004-2005 (In US$ million) IV-41
• Table 90: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-41
• 9. Freiberger Compound Materials GmbH (Germany) IV-50
• 10. Goodrich Corporation (USA) IV-51
• Table 91: Half Yearly Sales Analysis: 2005-2006 (In US$ million) IV-53
• Table 92: Half Yearly Sales Analysis by Segment: 2005-2006 (In US$ million) IV-53
• Table 93: Annual Sales Analysis: 2004-2005 (In US$ million) IV-53
• Table 94: Annual Sales Analysis by Segment: 2004-2005 (In US$ million) IV-53
• 11. Great Western Inorganics (USA) IV-57
• 12. Hewlett-Packard Company (USA) IV-58
• Table 95: Nine Months Sales Analysis: 2005-2006 (Nine Months Ended, July) (In US$ billion) IV-60
• Table 96: Quarterly Sales Analysis: 2005-2006 Nine Months Ended, July) (In US$ billion) IV-61
• Table 97: Nine Months Sales Analysis by Business Segment: 2005-2006 (Nine Months Ended, July) (In US$ billion) IV-61
• Table 98: Annual Sales Analysis: 2004-2005 (In US$ billion) IV-61
• Table 99: Annual Sales Analysis by Business Segment: 2004-2005 (In US$ billion) IV-61
• Table 100: Annual Sales Analysis by Geographical Region: 2004-2005 (In US$ billion) IV-62
• Table 101: Quarterly Sales Analysis: 2004-2005 (In US$ billion) IV-62
• 13. Hitachi Cable Ltd. (Japan) IV-82
• Table 102: First Quarter Sales Analysis: 2005-2006 (In ¥ million) IV-83
• Table 103: First Quarter Sales Analysis by Segment: 2005-2006 (In ¥ million) IV-84
• Table 104: First Quarter Sales Analysis by Geographic Region: 2005-2006 (In ¥ million) IV-84
• Table 105: Annual Sales Analysis: 2004-2005 (In ¥ million) IV-84
• Table 106: Annual Sales Analysis by Segment: 2004-2005 (In ¥ million) IV-84
• Table 107: Annual Sales Analysis by Geographic Region: 2004-2005 (In ¥ million) IV-84
• 14. Koninklijke Royal Philips Electronics NV (The Netherlands) IV-89
• Table 108: Annual Sales Analysis: 2003-2005 (In € million) IV-93
• 15. Kopin Corporation (USA) IV-98
• Table 109: Half Yearly Sales Analysis: 2005-2006 (H1) (In US$ million) IV-99
• Table 110: Half Yearly Sales Analysis by Quarter: 2005-2006 (H1) (In US$ million) IV-99
• Table 111: Half Yearly Sales Analysis by Product Group: 2005-2006 (H1) (In US$ million) IV-99
• Table 112: Annual Sales Analysis: 2004-2005 (In US$ million) IV-99
• Table 113: Quarterly Sales Analysis: 2004-2005 (In US$ million) IV-99
• Table 114: Annual Sales Analysis by Product Group: 2004-2005 (In US$ million) IV-100
• 16. M/A-Com, Inc. (USA) IV-106
• 17. Matsushita Electric Industrial Co., Ltd. (Japan) IV-120
• Table 115: Half Yearly Sales Analysis: 2006-2007 (H1) (In ¥ million) IV-121
• Table 116: Annual Sales Analysis: 2004-2006 (In ¥ million) IV-121
• Table 117: Annual Sales Analysis by Segment: 2005-2006 (In ¥ million) IV-121
• Table 118: Annual Sales Analysis by Geographic Region: 2005-2006 (In ¥ million) IV-122
• Table 119: Annual Sales Analysis by Segment: 2004-2005 (In ¥ million) IV-122
• Table 120: Annual Sales Analysis by Geographic Region: 2004-2005 (In ¥ million) IV-122
• 18. Mimix Broadband, Inc. (USA) IV-128
• 19. Mitsubishi Chemical Corporation (Japan) IV-132
• Table 121: First Quarter Sales Analysis: 2005-2006 (In ¥ million) IV-133
• Table 122: First Quarter Sales Analysis by Segment: 2005-2006 (In ¥ million) IV-134
• Table 123: Annual Sales Analysis: 2004-2005 (In ¥ million) IV-134
• Table 124: Annual Sales Analysis by Segment: 2004-2005 (In ¥ million) IV-134
• Table 125: Annual Sales Analysis by Geographic Region: 2004-2005 (In ¥ million) IV-134
• 20. Mitsubishi Electric Corporation (Japan) IV-141
• Table 126: Annual Sales Analysis: 2003-2006 (In ¥ billion) IV-143
• Table 127: Annual Sales Analysis by Segment: 2005-2006 (In ¥ billion) IV-143
• Table 128: Annual Sales Analysis by Geographic Region: 2005-2006 (In ¥ billion) IV-143
• Table 129: Annual Sales Analysis by Segment: 2004-2005 (In ¥ billion) IV-144
• Table 130: Annual Sales Analysis by Geographic Region: 2004-2005 (In ¥ billion) IV-144
• 21. NEC Corporation (Japan) IV-149
• Table 131: First Quarter Sales Analysis: 2005-2006 (In ¥ billion) IV-150
• Table 132: Annual Sales Analysis: 2004-2005 (In ¥ billion) IV-150
• Table 133: Annual Sales Analysis by Business Segment: 2004-2005 (In ¥ billion) IV-150
• Table 134: Annual Sales Analysis by Geographic Region: 2004-2005 (In ¥ billion) IV-151
• Table 135: Quarterly Sales Analysis: 2004-2005 (In ¥ billion) IV-151
• 22. Northrop Grumman Corporation (USA) IV-160
• Table 136: Half Yearly Sales Analysis: 2005-2006 (H1) (In US$ million) IV-163
• Table 137: Half Yearly Sales Analysis by Segment: 2005-2006 (H1) (In US$ million) IV-163
• Table 138: Annual Sales Analysis: 2003-2005 (In US$ million) IV-163
• Table 139: Annual Sales Analysis by Quarter: 2004-2005 (In US$ million) IV-164
• Table 140: Annual Sales Analysis by Segment: 2004-2005 (In US$ million) IV-164
• 23. Procomp Informatics Ltd. (Taiwan) IV-174
• 24. RF Micro Devices (USA) IV-175
• Table 141: Half Yearly Sales Analysis: 2006-2007 (H1) (In US$ million) IV-176
• Table 142: Half Yearly Sales Analysis by Quarter: 2006-2007 (H1) (In US$ million) IV-176
• Table 143: Annual Sales Analysis: 2004-2006 (In US$ million) IV-176
• Table 144: Annul Sales Analysis by Quarter: 2005-2006 (In US$ million) IV-177
• Table 145: Annual Sales Analysis by Geographic Region: 2005-2006 (In US$ million) IV-177
• Table 146: Annual Sales Analysis by Quarter: 2004-2005 (In US$ million) IV-177
• Table 147: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-177
• 25. Rockwell Automation (USA) IV-181
• Table 148: Nine Months Sales Analysis: 2005-2006 (Nine Months Ended, June) (In US$ billion) IV-182
• Table 149: Nine Months Sales Analysis by Quarter: 2005-2006 (Nine Months Ended, June) (In US$ billion) IV-182
• Table 150: Annual Sales Analysis: 2004-2005 (In US$ billion) IV-182
• Table 151: Annual Sales Analysis by Quarter: 2004-2005 (In US$ billion) IV-182
• Table 152: Annual Sales Analysis by Segment: 2004-2005 (In US$ billion) IV-183
• Table 153: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ billion) IV-183
• 26. Sharp Corporation (Japan) IV-190
• Table 154: Annual Sales Analysis: 2003-2005 (In ¥ billion) IV-191
• Table 155: Annual Sales Analysis by Segment: 2004-2005 (In ¥ billion) IV-191
• Table 156: Annual Sales Analysis by Product: 2004-2005 (In ¥ billion) IV-192
• Table 157: Annual Sales Analysis by Geographic Region: 2004-2005 (In ¥ billion) IV-192
• 27. Showa Denko KK IV-197
• Table 158: First Quarter Sales Analysis: 2005-2006 (In ¥ billion) IV-198
• Table 159: First Quarter Sales Analysis by Segment: 2005-2006 (In ¥ billion) IV-199
• Table 160: Annual Sales Analysis: 2003-2005 (In ¥ billion) IV-199
• Table 161: Annual Sales Analysis by Segment: 2004-2005 (In ¥ billion) IV-199
• 28. Skyworks Solutions, INC. IV-203
• Table 162: Half Yearly Sales Analysis by Quarter: 2005-2006 (H1) (In US$ million) IV-204
• Table 163: Annual Sales Analysis: 2003-2005 (In US$ million) IV-204
• Table 164: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-204
• Table 165: Quarterly Sales Analysis: 2004-2005 (In US$ million) IV-204
• 29. Spire Corporation (USA) IV-208
• Table 166: First Quarter Sales Analysis: 2005-2006 (Q1) (In US$ million) IV-209
• Table 167: First Quarter Sales Analysis by Segment: 2005-2006 (Q1) (In US$ million) IV-209
• Table 168: First Quarter Sales Analysis by Geographic Region: 2005-2006 (Q1) (In US$ million) IV-209
• Table 169: Annual Sales Analysis: 2003-2005 (In US$ million) IV-210
• Table 170: Annual Sales Analysis by Segment: 2004-2005 (In US$ million) IV-210
• Table 171: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ million) IV-210
• 30. Sumitomo Electric Industries Ltd. (Japan) IV-215
• Table 172: Half Yearly Sales Analysis: 2006-2007 (H1) (In ¥ billion) IV-216
• Table 173: Half Yearly Sales Analysis by Segment: 2006-2007 (H1) (In ¥ billion) IV-216
• Table 174: Half Yearly Sales Analysis by Geogaphic Region: 2006-2007 (H1) (In ¥ billion) IV-217
• Table 175: Annual Sales Analysis: 2004-2006 (In ¥ billion) IV-217
• Table 176: Annual Sales Analysis by Segment: 2005-2006 (In ¥ billion) IV-217
• Table 177: Annual Sales Analysis by Geographic Region: 2005-2006 (In ¥ billion) IV-217
• 31. Sumitomo Metal Mining Co., Ltd. (Japan) IV-230
• Table 178: Annual Sales Analysis: 2004-2006 (In ¥ million) IV-231
• Table 179: Annual Sales Analysis by Segment: 2004-2005 (In ¥ million) IV-231
• 32. Texas Instruments, INC. IV-232
• Table 180: Nine Months Sales Analysis: 2005-2006 (Nine Months Ended, September) (In US$ billion) IV-233
• Table 181: Nine Months Sales Analysis by Segment: 2005-2006 (Nine Months Ended, September) (In US$ billion) IV-234
• Table 182: Annual Sales Analysis: 2004-2005 (In US$ billion) IV-234
• Table 183: Annual Sales Analysis by Quarter: 2004-2005 (In US$ billion) IV-234
• Table 184: Annual Sales Analysis by Segment: 2004-2005 (In US$ billion) IV-234
• Table 185: Annual Sales Analysis by Geographic Region: 2004-2005 (In US$ billion) IV-234
• 33. Toshiba America Electronic Components, Inc. (USA) IV-252
• 34. Triquint Semiconductor Inc. (USA) IV-261
• Table 186: Nine Months Sales Analysis: 2005-2006 (Nine Months Ended, September) (In US$ million) IV-262
• Table 187: Quarterly Sales Analysis: 2005-2006 (Nine Months Ended, September) (In US$ million) IV-263
• Table 188: Annual Sales Analysis: 2004-2005 (In US$ million) IV-263
• Table 189: Annual Sales Analysis by Geographical Region: 2004-2005 (In US$ million) IV-263
• Table 190: Quarterly Sales Analysis: 2004-2005 (In US$ million) IV-263
• 35. Tyntek Corporation (Taiwan) IV-267
• 36. UMS (United Monolithic Semiconductors) SAS (France) IV-268
• 37. United Epitaxy Co., Ltd. (Taiwan) IV-269
• 38. Vitesse Semiconductor Corporation (USA) IV-271
• Table 191: First Quarter Sales Analysis: 2005-2006 (In US$ million) IV-271
• Table 192: Annual Sales Analysis: 2004-2005 (In US$ million) IV-272
• Table 193: Annual Sales Analysis by Quarter: 2004-2005 (In US$ million) IV-272
• 39. WIN Semiconductors Corporation (Taiwan) IV-275