IEEE/CPMT Dinner Meeting, in the Santa Clara Valley:
Wireless LAN Markets and Companies: Upcoming Opportunities
(Download presentation - PDF, 450kB)
Satya Chillara, Semiconductor Sector, W. R. Hambrecht
Wednesday, January 8, 2003
Seated dinner served at 6:30
($20 if reserved before Jan. 4); $25 after & at door;
Presentation (no cost) at 7:30.
Ramada Inn1217 Wildwood Ave (Fwy 101 frontage road, between Lawrence Expressway and Great America Parkway), Sunnyvale, (800) 888-3899 -- see map.
PLEASE RESERVE IN ADVANCE --
For dinner and/or meeting: by email to
Please reserve for "presentation-only", even if not attending the dinner.
We see the Wireless LAN chipset market growing to 80 million units in 2005
from 20 million units in 2002, with dual-mode 802.11 (a/b or a/g)
solutions surpassing the single-mode (802.11 b or g) revenues in
2004. We believe the 802.11 and 2.5/3G will co-exist and, for the
most part, be complementary in nature. However, with respect to data
transmission, we believe, depending on the demography, WLAN will
likely have an impact on 2.5/3G revenues. In the WLAN arena, we
believe Intersil, Atheros Communications, and Broadcom are all well-positioned.
(We estimate WLAN is growing at a CAGR of 60%.) In the
cell phone arena, we believe Texas Instruments, QUALCOMM, RF Micro
Devices, and Skyworks are all well-positioned and estimate that the
cell phone arena is growing at a CAGR of 5-10%.
Come hear and discuss the latest information and strategies in this
- Speaker Biography
[To be posted ...]
If you are not on our Chapter's regular email distribution list
for meeting anouncements, you can easily be added!
Please send an Email to
and let me know if you'd like email distribution.
Last updated on