Here's my weekly report, a summary of last week's industry news:
Companies and Products
Bryan Goldstein, GM of the aerospace and defense segment at Analog Devices (ADI) talks about their A&D heritage and commitment in this well-produced video. Goldstein came to ADI as part of the Hittite acquisition.
Anokiwave appointed Bill Boecke to the post of CFO. Boecke served as CFO for Hittite Microwave prior to the ADI acquisition.
Anritsu added E-Band, 20 and 40 GHz options to their ShockLine VNAs. The E-Band product was developed to reduce the cost of component test.
Avago reported fiscal Q4 wireless segment revenue of $680 million, up 10 percent from the prior quarter and 8 percent above last year's quarter.
Hock Tan, Avago's CEO, said that the lack of FBAR capacity limited the wireless segment's growth. "This will not happen again," he said. Listen to his comments from the earnings call:
To address the near-term capacity issue, Avago is converting their FBAR fab in Fort Collins to 8-inch wafers. For the longer term, Avago paid $20 million for a shuttered DRAM fab in Oregon. The added Oregon capacity is planned to be online in 2018.
Keysight and the University of California San Diego demonstrated a 60 GHz link using 8 x 8 and 16 x 16 arrays and silicon wafer-scale integration.
Also from Keysight, Mark Templeton joined their board on December 1. He recently retired as president and CEO of Citrix Systems.
Mercury Systems received a $42 million FFP IDIQ contract from the the U.S. Navy for 200 DRFMs. Deliveries will extend through 2020.
Nokia shareholders approved the acquisition of Alcatel-Lucent by adopting all the company's proposed resolutions at an "extraordinary general meeting."
Pasternack released six down-converting and six up-converting waveguide mixers, covering Ka, Q, U, V, E and W-Bands.
RFS launched Class 4 antennas for point-to-point radio. Class 4 requires lower sidelobes, which reduces link-to-link interference and allows greater geographic density.
Aiming to displace TWTAs, Teledyne Paradise Datacom has developed a GaN PA module that delivers 100 W saturated output power across 27 to 31 GHz. Two or four modules can be combined to reach up to 400 W.
Wolfspeed promoted a >25 W, X-Band GaN PA at the Defense Manufacturing Conference. The CMPA801B025F has 36 percent efficiency, 16 dB power gain and is matched to 50 ohms.
Markets and Technologies
Cellular — LTE-Advanced (LTE-A) is now operational on 100 networks in 49 countries, according to 4G Americas. Deployment is motivated by carrier aggregation (CA), which increases network data rates.
China Unicom and China Telecom are reported to be exploring 4G network sharing, presumably to reduce cost.
Verizon published this Q&A about LTE-U and whether it will cannibalize Wi-Fi. We also have an article on this same topic in our November 5G/IoT supplement.
Broadband — Gogo recently demonstrated their new 2Ku satellite Internet service. The satellite link is designed to provide 70 Mbps per aircraft, which will be shared among data-hungry passengers. That's much better than the 3 Mbps capacity per plane achieved with the current air-to-ground link.
Space — Three U.S. companies are competing for a $3.5 billion, seven-year launch contract to supply the International Space Station. Orbital and SpaceX have to overcome previous launch failures.
Call 911 — 70 percent of 911 calls come from wireless phones, yet the system was designed for landlines. Listen to a discussion of plans to upgrade the 47-year-old system, from the Diane Rehm show.
Have a good week. I'm currently in Nanjing for the Asia Pacific Microwave Conference, then heading to Shanghai for company visits.