Advanced Defense Systems

Offers a comprehensive analysis and forecast of trends, companies, contracts, platforms and semiconductor content for the global defense industry. The service maintains a comprehensive database that identifies government policies, budgets, programs, major contracts and defense industry suppliers.

December 23, 2010 13:12 Asif Anwar
While the present climate for the defense industry has most of the major players and in turn their sub-contractors wary of making any strong predictions of how their business will fare into 2011, over two dozen contract awards worth in excess of a billion dollars were noted over November to December in the ADS report “Defense Electronics Industry Review: November-December 2010”.  Some examples included: 
  • Northrop Grumman could expect to receive an approximately $920 m share of the entire $2.3 bn award for the purchase of up to 670 LITENING SE advanced targeting pods through 2017 as part of the Air Force's Advanced Targeting Pod – Sensor Enhancement (ATP-SE) program
  • Other Navy news included another success for Lockheed Martin for $97 m award for the DDG AEGIS production contract
  • Boeing gained an extension to its Small Diameter Bomb contract with a $106 m award;
  • LONGBOW Limited Liability Company, the joint venture of Lockheed Martin and Northrop Grumman, received a $26.8 m contract from the US Army Aviation and Missile Command for LONGBOW Fire Control Radar (FCR) Life Cycle Contractor Support;
  • The French arms procurement agency DGA awarded Astrium a €795 m contract for two satellites for the optical space component (CSO) that will replace the current HELIOS 2 military observation satellites.
  • Raytheon received a contract totaling $240 m for the US Navy’s Arleigh Burke class of warships for AEGIS radar systems.
Merger & Acquisition activity in the sector remains steady and could increase thanks to cash rich larger firms looking to secure market share moving into 2011.  Investment in next-generation materials and device technologies continues as evidenced by TriQuint receiving a $17.5 M manufacturing development contract from the US Air Force. US and allied nations therefore look to be well set for access to the new technologies that can further boost force effectiveness.In addition, there have been new orders placed for parts in several key new programs. High profile once again has been the implementation of new-generation AESA radars for both airborne and shipboard platforms. Much of this has been confined to the US but Cassidian Electronics also reported further progress for its E-SCAN phased array radar technology with an award from the German Navy.

October 27, 2010 18:10 Asif Anwar
We presented, “Semiconductor Technology and Market Trends for Military Systems and Implications for Europe” at the inaugural Defence/Security Executive Forum at EuMW on September. Electronic systems provide key capabilities such as situational awareness, protection, communications and analysis and increasing complexity is being driven by the demand for voice, video and data inputs that are used to make timely decisions. This is resulting in increasing complexity of advanced defense systems such as radar, EW, comms etc used on the various defense platforms. A good example in this respect is the growing use of active electronically scanned (AESA) Radar that allow multiple beam generation at different frequencies being used for search, scan and tracking. Aside from radar, there are a number of generic trends including higher frequency, wider bandwidth, higher power, and integration that are driving the development and application of new technologies.   These system requirements impact RF semiconductor development and market opportunities, but need to balanced against the specific needs of the military. As an example, the increasing use of COTS has to be considered against requirements that typically transcend the capabilities of commercial parts including longer life cycles, environmental directives, concern over counterfeiting and military standards/testing. This is leading to the increasing use of KOTS ("Kind-of"-off- the- shelf), i.e. semi-custom components), that provide a balance between the need to leverage mainstream technology advances, and modular solutions with the unique requirements of the defense industry.  Silicon MOSFETs and TWTs form the stalwart technologies for the main RF/analog technologies used in military systems, but as trends gravitate towards higher frequencies, broadband performance and flexible operation, then the use of more advanced semiconductor technologies will become mainstream. SiC, GaAs and GaN in particular will see increasing use providing a mix of advanced performance coupled with mainstream manufacturing expertise, but there are also emerging opportunities for SiGe technologies.  Taking the communications segment as an example, Strategy Analytics sees a market growing from $4.8 billion in 2010 and approach $7 billion by 2020. Land-based tactical radios represent the largest market military communications. Common trends across the board include a move towards higher frequencies, e.g. land radios moving through to 2.7GHz, wide bandwidth requirements, multi-band requirements. Other desirable factors include either high power, smaller form factors or a mix of these attributes. A further breakdown of the analysis to individual functional components and process technologies shows, for example, the market for transceiver components growing from around an estimated $206 million in 2010 to $340 million.  The presentation is available as a complimentary report from the Strategy Analytics website, see Advanced Defense Systems. You can also see Microwave Journal’s write-up of the Strategy Analytics’ presentation as well the speakers at 2010 Defence/Security Executive Forum. There’s even a short video and all the presentations can be downloaded as well from the Microwave Journal write-up. ADS has released a series of individual forecasts in both report and spreadsheet format for the military communications sector; MilSatcom Electronic Market Trends through 2020 MilSatCom - Advanced Electronics Component Forecast Electronic Component Demand Scenarios for Land Based Military Tactical Radios Land Based Military Tactical Radio Electronic Component Demand Scenarios Airborne Communications Platforms - Advanced Electronics Component Forecast Naval Communications Platforms - Advanced Electronics Component Forecast The Future of Electronic Component Demand from Military Radio (Presentation) The Future of Electronic Component Demand from Military Radio (Video) Terrestrial Military Satcom Platforms - Advanced Electronics Component Forecast

May 24, 2010 21:05 Asif Anwar

Dr David Allstot from the University of Washington kick-started the 2010 IEEE Radio Frequency Integrated Circuits Symposium with a review of the challenges and ongoing research into CMOS power amplifiers for use in the cellular radio front-end. Highlighting the energy consumption and CO2 emissions from cellular handset usage, Dr Allstot emphasized the need for more efficient PAs as continued motivation for development of CMOS PA technologies.  Research into CMOS PAs has been ongoing for around 20 years, with current designs achieveing around 1W power outputs and up to 60% PAE. The performance of typical power amplifier PAs including Class A, B and E were highlighted, and then put into context with the demands of current networks which place greater importance on PAs operating backed off from peak power with schemes such as 64QAM resulting in probability distributions that translate into actual efficiencies of only 5%.  Dr Allstot provided examples of digital PAs comprising multiple PA cells and power combining techniques that have been put forward to address these issues, and highlighted the potential for Class G power PAs that feature a hump-shaped curve with the first peak aligning with probability distribution curves of a 64QAM spectral signal and offering the potential for efficiencies as high as 24%.  While these results are promising, Strategy Analytics still sees a gap in performance capabilities between GaAs and CMOS PAs which is compounded by cellular handset requirements continuing to evolve. This translates into a moving target that places greater emphasis on linearity, efficiencies and peak-to-average ratios (PAR) and in our opinion will continue to favour the capabilities offered by compound semiconductor technologies.  Nevertheless, the pervasive nature of RF technology will open up doors for CMOS and SiGe PAs, while also continuing to provide growth the compound semiconductor technologies, and this was highlighted by the second plenary talk, given by Gregory Waters of Skyworks Solutions Inc.  Mr Waters provided an overview of how the growth in the cellular handset market has transformed the RF industry into a mainstream technology with future trends pointing to greater pervasive use of RF in multiple applications. Smartphones are leading the initial trends towards more complexity in the radio chain which translates into greater content and provides continued growth for the industry.  Video is the primary driver for the RF market moving forwards with social media driving demands for always-on connectivity. This in turn will translate into more RF content going into terminals to meet these needs. Skyworks estimated that average RF content has increased by around 2.5 to 4x the content required when delivering voice-only capabilities.  The different approaches in the cellular front-end to handle these growing needs were highlighted, from multiple PAs through broadband PAs able to tackle high-band and low-band RF chains, to solutions that will cover all bands through a converged solution. This will be coupled with techniques such as envelope tracking and digital predistortion to provide more linear, more efficient RF solutions.  The other key message from Skyworks was that RF technology will become even more pervasive in its application moving forwards, with embedded RF translating to multiple applications, examples including smart metering for utilities, vending machines and passive RF technology for tracking applications.  To serve market needs moving forwards, RF companies will need to continue developing a broad base of technologies that incorporate not only the RF, but also interconnects and packaging   Strategy Analytics sees this pervasiveness as a catalyst that will open doors for Si technologies while the growing complexity needed to serve the always-on connectivity will present continued opportunities for compound semiconductor technologies.