Just seen on another BB15 Oct 2024 19:37
The power amplifier (PA) supply chain is gearing up for a strong fourth quarter of 2024, driven by the strategies of major players like Apple and Huawei. Key players in the PA supply chain, including GaAs wafer foundries WIN Semiconductors and AWSC, along with upstream suppliers like IQE and Visual Photonics Epitaxy Co. (VPEC), are expecting increased demand. This surge is attributed to Apple's anticipated pull-in of A18 chips for the iPhone 16 and Huawei's renewed focus on the Chinese smartphone market. The strong demand from both China and the US is expected to drive significant revenue growth for Taiwanese PA chip makers.