The recovery in GaAs IC sales is being driven by the resurgence in the mobile phone market, but emerging markets such as wireless LANs and automotive radar are growing fastest. The severe contraction of the high-growth GaAs MMIC and digital IC sectors from over $2bn in 2000 to about $1.65bn in 2001, according to market research firm Strategy Analytics, was due to "poor supply chain management, coupled with a near collapse of the telecoms market." This was mainly due to wireless, which comprises over 70% of GaAs device sales, but the smaller fibreoptic segment also fell by more than half (see Figure 1).
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