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TriQuint Semiconductor, Inc. Message Board

  • lakers_w lakers_w Jan 31, 2013 5:44 PM Flag

    1Q13 CC: SWKS OEMs SAW, BAW filters

    Anthony J. Stoss - Craig-Hallum Capital Group LLC, Research Division
    Dave, could you talk about where you stand on your BAW filter products and how competitive you think you'll be?

    David J. Aldrich - Chief Executive Officer, President and Director
    This is Dave. I think the second question was around filters. Let me try to clarify. We participate in filters as part of an integrated power amplitude -- tune to a power amplifier in the same of package of PAD. SkyOne has the complete suite of filters for all frequency and band. But we don't sell discrete filters. That's not our business. In these applications, in fact, today we're one of the largest integrators of filters in the world today. And let me kind of give you a sense for it. Below 2 gigahertz or so, we use SAW-based product. Their performance is high, the cost is low. And when then there's narrow spacing, so in other words, when their band's on top of one another at transmit and receive on top of one another in that market, we use temperature-compensated surface acoustic devices, temperature-compensated SAWS. That allows us to eliminate the temperature drift and have real spot-on performance. In very high frequency bands or bands -- AM bands that were -- again the TR is right on top of each other, transmit and receive, while the bands themselves are -- there isn't a lot of adjacent frequency gap. We do use some bulk devices for high frequencies, BAW, primarily Bulk Acoustic Wave, and that's an appropriate technology for high frequency. And so there's always a trade-off between a SAW does well and what a BAW does well and what a temperature-compensated SAW does well.

    We have strategic partners aligned for each of these devices today we are in production. And it gives us a great deal of flexibility because those suppliers are different. No one in the world has competencies that will handle all bands and all configuration at high performance. So it's a far better return profile. And we think -- and gives us a great deal more supply flexibility to work with the best process technology for given the existing application and band configuration. And we're doing that across the board today.