TriQuint Semiconductor fills it up with GaAs. TriQuint uses specialized materials -- such as gallium arsenide (GaAs), gallium nitride, and quartz -- instead of silicon as the substrate for its filtering, switching, and amplification products. Those products are applied in radio frequency (RF), microwave, and millimeter-wave settings, serving mobile device, network, and defense and aerospace customers. Major clients include Foxconn Technology (35% of sales), Samsung Electronics, and the US government and its contractors. TriQuint also offers contract design and fabrication services. Nearly three-quarters of sales come from outside the US, more than 40% from China.
Mobile devices make up about 70% of sales (most of that 3G and 4G), while the networks segment -- supporting the transfer of data and media -- accounts for about a fifth (half of that coming from transport applications). Its remaining segment, defense and aerospace, offers products used in target tracking and radar, appearing in machines such as Lockheed's F-35 Lightning II and other fighter jets.
TriQuint has design and manufacturing facilities in a handful of US states, a design facility in Germany, and manufacturing locations in Costa Rica and the Philippines. Subcontractors are located in China, Malaysia, the Philippines, South Korea, and Thailand.
Revenue for 2011 didn't quite keep the pace with the double digit growth of recent years, but did tick up about 2%. Mobile device 3G/4G and connectivity products did gain in double digits as 2G products continued their exit. Network products dropped as investments from telecom customers abated, though transport products climbed given a leg up by network speed upgrades. Revenue from distributors represented less than 10% of sales. – less