The overall mobile infrastructure market remains lumpy, and the system of semiconductor suppliers is still recovering from the relative slowdowns in the past couple of years, according to a new report from Mobile Experts LLC. The general semiconductor market is quickly consolidating, the company reports, with mega-mergers dotting the landscape from digital processors and analog RF.
The strongest semiconductor growth will come from components that scale up with MIMO and additional frequency bands, such as filters, transceivers, and amplifiers. Mobile Experts expects the semiconductor market for small cells to grow at 29% CAGR over the next five years, to represent over $1.1B market opportunity in 2021.
While the semiconductor market for small cells is expected to experience a higher growth than the overall semiconductor market, it is still “very small in dollar terms” with respect to the overall market, the company reports.