#qorvo

The MEMS Sensor Market is characterized by a dynamic and moderately fragmented competitive landscape, shaped by the presence of established semiconductor giants and innovative niche players. The industry is currently undergoing a significant structural shift towards consolidation, driven by the increasing capital intensity, technology complexity, and the need for sharper strategic focus. Leading companies are actively reshaping their portfolios, divesting non-core assets while doubling down on segments where they see long-term differentiation and scale advantages. This trend is redefining the competitive dynamics, as scale and application depth are becoming more critical than a broad, undifferentiated portfolio. The market's evolution is not just about who makes the most sensors, but who can provide the most integrated, reliable, and high-value solutions for specific, demanding applications.

Several major players dominate the MEMS Sensor Market, with companies like Robert Bosch GmbH, STMicroelectronics, Broadcom Inc., Texas Instruments, and Qorvo Inc. holding significant market shares. However, the landscape is rapidly changing. Recent high-profile acquisitions highlight this consolidation trend. In early 2026, STMicroelectronics completed the acquisition of NXP's MEMS sensors business, a move aimed at strengthening its position in automotive and industrial applications. Similarly, Infineon Technologies announced the acquisition of ams OSRAM's non-optical sensor portfolio to expand its sensor content and system capabilities for automotive, industrial, and medical applications. While not a direct sensor transaction, SiTime's acquisition of Renesas' timing business for $1.5 billion underscores the value of MEMS-enabled components in critical infrastructure and AI/data markets. These strategic moves indicate a clear preference for asset migration toward "natural owners" with a higher strategic fit and stronger scale economics.

This consolidation is also creating new opportunities for specialized foundries and fabless companies. As Integrated Device Manufacturers (IDMs) streamline their operations by divesting from certain MEMS sensing activities, more design work is flowing to fabless companies, many of which are startups bringing innovative ideas to the market. This shift is driving a surge in demand for specialty foundry services, which is accelerating at a 12% CAGR, significantly outpacing the growth of the device market itself. These foundries are now expected to offer a new kind of partnership, providing not just manufacturing but also critical design support and co-development capabilities. This trend is empowering smaller, more agile players to compete and innovate in the MEMS space, fostering a more diverse and resilient ecosystem. The industry is moving towards a structure where both large, vertically integrated players and specialized, fabless innovators can coexist and thrive.

Radar technology continues to push the boundaries of detection and precision. Qorvo’s latest compact front-end module enhances X-band radar performance with greater sensitivity, improved efficiency, and a smaller footprint—enabling more accurate sensing in aerospace, defense, industrial, and advanced monitoring applications.

Radar technology continues to push the boundaries of detection and precision. Qorvo’s latest compact front-end module enhances X-band radar performance with greater sensitivity, improved efficiency, and a smaller footprint—enabling more accurate sensing in aerospace, defense, industrial, and advanced monitoring applications.

Mouser Electronics is now shipping the high-performance QPA9510 GSM power amplifier from Qorvo, designed to power next-generation Sub-1 GHz RF applications. Covering a wide 100 MHz to 1000 MHz range, the QPA9510 delivers up to 34 dB gain and +35 dBm output power, making it ideal for smart utility networks, industrial IoT, UHF/LMR radios, RFID, and telematics systems.

On Tuesday, Skyworks Solutions announced its acquisition of smaller rival Qorvo in a stock-and-cash deal, creating a $22 billion combined entity that supplies radio-frequency chips to Apple and several iPhone knockoff peddlers. The transaction, which will establish one of the largest U.S. providers of radio-frequency chips, seeks to capitalize on the growing smartphone market, even as Apple…

👉 https://www.core-ics.com/detail/50.html

📢 Qorvo TGA2239 is a high-power Ku-band GaN MMIC amplifier delivering 60W (47dBm) output with 36% PAE across 13–15.5GHz. This compact 5×6.65mm die integrates 50Ω matching, ideal for SATCOM, radar, and military systems.

The news on December 11 has drawn the attention of the semiconductor industry. According to the recent announcement by Onsemi, it has reached an agreement with Qorvo to acquire its silicon carbide junction field-effect transistor (SiC JFET) technology business and its subsidiary United Silicon Carbide for $115 million in cash.

Onsemi stated that this acquisition will complement its extensive EliteSiC power product portfolio, enabling it to meet the demands for high energy efficiency and high power density in the AC-DC segment of artificial intelligence (AI) data center power supplies. It will also accelerate its deployment in emerging markets such as electric vehicle circuit breakers and solid-state circuit breakers (SSCB). The specific on-resistance per unit area of SiC JFET is extremely low, less than half of that of any other technology, and it supports off-the-shelf drivers commonly used for silicon-based transistors. The combined advantages are significant and can provide obvious value for power supply designers and data center operators. "As AI workloads become increasingly complex and power-hungry, reliable SiC JFETs that can provide high energy efficiency and handle high voltages will be more and more important." Said Simon Keeton, President and General Manager of Onsemi's Power Solutions Group. "With the addition of Qorvo's industry-leading SiC JFET technology, our intelligent power product portfolio will offer customers one more option to optimize energy consumption and increase power density."

Three years ago, Qorvo acquired United Silicon Carbide. At that time, Qorvo claimed that this acquisition expanded its business scope into rapidly growing markets such as electric vehicles (EV), industrial power control, renewable energy, and data center power systems. The product portfolio of United Silicon Carbide covers more than 80 types of SiC FET, JFET, and Schottky diode devices. Its fourth-generation SiC FET, based on a cascode configuration, has a rated voltage of 750V and an RDS(on) of 5.9mΩ, reaching an industry-leading level and being crucial for many industries.

Relevant personnel of Qorvo once analyzed the market impact of this acquisition. David Briggs, Senior Director of Programmable Power at Qorvo, and Chris Dries, former President and CEO of United Silicon Carbide and current General Manager of Qorvo's Power Device Solutions, said that the acquisition of Active-Semi triggered an interest in the power electronics field, and the goal was to achieve a diversification strategy by leveraging UnitedSiC's compound semiconductor manufacturing. SiC FET, JFET, and other devices have their characteristic advantages and are suitable for various power electronics applications, such as traction drives and chargers in electric vehicles.

SiC is competing with IGBT and developing rapidly, with gradually decreasing costs. Having a good supply chain is important. UnitedSiC has about five different qualified supply chains. Reference design solutions are also crucial and can accelerate the adoption of SiC by designers. After the UnitedSiC solution is incorporated into Qorvo's product portfolio, it will cover emerging energy-related market applications, emphasizing the continuous building of the business to accelerate the adoption of SiC and improve the efficiency of powertrain solutions.

Summary by ICGOODFIND:

Today's delivery:NBB-400-T1

Inquiry: [email protected]