从生产区域的角度看,国外砷化镓材料生产企业有:飞思卡尔、威讯联合半导体(RFMD)、住友电气(Sumitomo)等。国内砷化镓材料主要研究、生产单位是中电科技46所、中科镓英、有色金属研究总院等。
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这就使得零部件品牌如高通(Qualcomm)和美国射频微器件公司(RFMD)等处境尤其动荡不定。欧洲手机市场的不景气已经在8月份的股价回调中显现出来。
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RFMD RightFrontMotorDirection 右前马达方向
Nvidia and RFMD are names that have notable European exposure via names like LG and Samsung.
FORBES: Handset Market Threatened by European Turmoil
This is going to make investors very nervous about coming guidance commentary from QCOM, RFMD and others.
FORBES: Thorny Triquint Warning
This comes after RFMD cited Chinese 2G weakness for its recent warning.
FORBES: Apple's Gravity Field and Qualcomm
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