5g’s impact on rf front-end and connectivity for
TRANSCRIPT
From Technologies to Markets
© 2020
5G’s Impact on RF Front-End and
Connectivity for Cellphones 2020
Sample
Market and Technology
Report 2020
2
Cédric Malaquin, Technology & Market Analyst, RF Devices & Technology
As a Technology & Market Analyst, specialized in RF devices & technologies within the Power & Wireless division at Yole Développement (Yole), Cédric
Malaquin is involved in the development of technology & market reports as well as the production of custom consulting projects. Prior his mission at
Yole, Cédric first served Soitec as a process integration engineer during 9 years, then as an electrical characterization engineer during 6 years. He
deeply contributed to FDSOI and RFSOI products characterization. He has also authored or co-authored three patents and five international
publications in the semiconductor field. Cédric graduated from Polytech Lille in France with an engineering degree in microelectronics and material
sciences.
E-mail: [email protected]
Antoine Bonnabel, Technology & Market Analyst, RF devices and technology
Antoine Bonnabel works as a Technology & Market Analyst for the Power & Wireless team of Yole Développement (Yole). He carries out technical,
marketing and strategic analyses focused on RF devices, related technologies and markets. Prior to Yole, Antoine was R&D Program Manager for
DelfMEMS (FR), a company specializing in RF switches and supervised Intellectual Property and Business Intelligence activities of this company. In
addition, he also has co-authored several market reports and is co-inventor of three patents in RF MEMS design. Antoine holds a M.Sc. in
Microelectronics from Grenoble Institute of Technologies (France) and a M.Sc. in Management from Grenoble Graduate School of Business (France).
E-mail: [email protected]
ABOUT THE AUTHORS
Biographies & contacts
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• Glossary and definition 2
• Table of contents 4
• Report scope 5
• Report methodology 6
• About the authors 7
• Companies cited in this report 8
• What we got right, What we got wrong 9
• Executive summary 10
o Why this report ? 11
o 3-page summary 12
o Key Take aways 15
• Market forecasts 64
o Market segmentation 66
o Overall market forecast ($M) 80
o RF Front-End market forecast ($M, Mu) 90
o Connectivity market forecast ($M, Mu) 97
o Component level market forecast ($M, Mu) 105
o RF Front-End 107
o Connectivity 112
o Overall 116
o Technology breakdown ($M, Mu) 120
o Wafer start per type of substrate (kw) 132
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TABLE OF CONTENTS
Part 1/1
• Market trends 141
o 5G mobile market dynamics 142
o Spectrum and network status 166
o Connectivity 181
• Market shares and supply chain 185
o Smartphone phone market share 186
o Overall market share (including baseband & transceiver) 189
o RF Front End market share 194
o Connectivity market share 197
o Component market share 201
o Ecosystem and technology landscape 210
o Industry news, status on M&A 220
• Technology trends 228
o Radio access technology trend 229
o Focus on 5G features 238
o Focus on connectivity features 251
o RF architecture trend 256
o Components trend 263
• Outlooks 279
o Conclusions 280
o Related reports
4
Active Semi,Airoha,Akoustis,Apple,ASE,Asus,AT&T,AwinIC, Broadcom, CanaanTek,Cavendish Kinetics, China Mobile, China Telecom, China Unicom, CoolPad, CypressSemiconductor, DB-HiTek, EE, Elisa, Ericsson, Etisalat, GlobalFoundries, Global Wafer,Google, HH Grace, HiSilicon, HMD Global, HTC, Huawei, Huntersun, Infineon, Intel,IQE, Jio, JRC, KDDI, KT, Kyocera, Lansus, Lenovo, LG, LG U+, Maxscend, MediaTek,
Meizu, Murata, NationZ, Nokia, NSI, NTT Docomo, NXP, ON Semiconductor,OnePlus, Onmicro, Oppo, Orange, pSemi, Qorvo, Qualcomm, RDA, Resonant,
Richwave, RoFS, Samsung, Samsung Electro Mechanical, SAWNICS, Shin-Etsu, Shoulder,SK Telecom, Skyworks, Smarter Micro, SMIC, SoftBank, Soitec, Sony, Sprint, ST Microecletronics, Sumitomo, Sunrise, Swisscom,TaiyoYuden,TCL,TDK EPCOS,
Telefonica,Telia,Telstra,TIM,T-Mobile,Toshiba,Tower Semi,Tpsco,TSMC, UMC, Unisoc, USI,Vanchip,Verizon,Vivo,Vodafone,WillSemi,WIN Semiconductors,WIPAM,Wisol,
Xfab, Xiaomi, Xpeedic,Yuzhen IC, ZTE and more.
COMPANIES CITED IN THIS REPORT
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SCOPE OF THE REPORT
Yours needs are
out of the report’
scope?
Contact us for a custom:
RF Front-End modules and components
Connectivity modules and components
5G sub 6 GHz and 5G mmWave modules and components
Modems, transceivers, baseband processors
Antennas, …
Topics NOT included in the report
Focus of the report
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5G COMMERCIAL AVAILABILITY
Worldwide 5G network launch
Multiple 5G networks have been launched worldwide. North East Asia is quickly adopting 5G with more than 75 M subscribers as of June 2020.
<5 M subscriber
<1 M subscriber
> 75 M subscribers
<1 M subscriber
<1 M subscriber
Fully launched
Multiple launch
Single launch
Source GSMA and Yole, June 2020
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US CHINA TRADE WAR
How Huawei can face new restrictions ?
Huawei’s semiconductor division HiSilicon has been added on the entity list and can no longer access TSMC’s foundry for its SoC. It’s the most critical topic for Huawei. The RF Front-End parts can be sourced by Japanese and European companies, while Huawei is preparing a local supply.
SoC RF Front-End
7, 6, 5 nm EUV
EUV missing
7 nm
EUV ready
???
Short term fix
?
Already in use Mid term fix
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No more access
Restricted access
8
MARKET SEGMENTATION
RF Front-end, Connectivity, baseband & RF
In this report, the focus is on the RF Front-end and connectivity market. However some information on baseband and RF market are also given in this report.
Cellular
baseband
SoC
Cellular RF
transceiver
RF
Front-end
Connectivity
RF signal amplification, filtering and
rooting up/down to the antennas
Analog
up/down conversion
Digital
signal coding
SoC
Report scope
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TEARDOWN SAMPLE CONSIDERED FOR OUR ANALYSIS
A representative source of data
Phone teardown selected across all major OEM, spanning the full bill of material range. Significant 5G architecture phones analyzed.
BOM $5 $10 $15 $20 $25 $30 $35 $40
iPhone 11 ProiPhone 11
Mi 10 Pro 5G
S20 5G
(Sub 6 GHz
& mmW)A50A10 S20
Mate 30 P40Y6 Nova4
R17 ProF7 Reno 3 Pro 5G
K30
Pro
5G
Redmi
Note 8
Pro Poco F1
Nex 3SX30 ProX23
S20 5GA51 5G
OnePlus 7 Pro 5G
LG
V50
5G
Pixel4Motorola G8+
Non exhaustive list of mobile handset analyzed
From the analysis of these representative cases,
we learnt on typical architecture, supply chain,
technology per OEM brand and market
segment. We then extrapolated the market
considering intermediary cases for all OEM,
technology and market segments.
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AN ECONOMIC RECESSION SEEMS TO BE LOOMING THROUGHOUT THE WORLD
The most severe in decades, with each geographic zone concerned
2020 will probably be the worst year in terms of economic growth of the last decades!
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020e 2021e
World 5,560 3,026 -0,073 5,415 4,281 3,510 3,493 3,590 3,480 3,434 3,870 3,585 2,892 -4,945 5,447
China 14,253 9,650 9,401 10,563 9,500 7,900 7,800 7,300 6,900 6,849 6,947 6,750 6,110 0,959 8,197
United States 1,876 -0,137 -2,537 2,564 1,551 2,249 1,842 2,526 2,908 1,638 2,370 2,927 2,334 -7,998 4,464
Euro area 2,990 0,409 -4,500 2,132 1,686 -0,888 -0,248 1,405 2,108 1,919 2,542 1,925 1,278 -10,239 6,026
Latin America and the Caribbean 5,566 4,001 -2,025 6,158 4,617 2,914 2,911 1,318 0,312 -0,597 1,300 1,113 0,084 -9,379 3,722
Middle East and Central Asia 5,782 4,295 1,148 4,872 4,566 4,874 3,022 3,113 2,631 5,022 2,301 1,815 1,018 -4,651 3,286
-12
-7
-2
3
8
13
18
World and Major Economies Gross Domestic Product (GDP) Growth Evolution
Unit : GDP percent change
Source of raw data : IMF – June 2020
% GDP
Financial crisisCOVID-19 crisis
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MARKET FORECAST, TECHNOLOGY BREAKDOWN, WAFER START
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12
MARKET SHARE
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Contact our
Sales Team
for more
information
Active and Passive Antenna Systems for Telecom Infrastructure
2019
5G’s Impact on Telecom Infrastructure 2019
Advanced RF System-in-Package for Cellphones 2019
YOLE GROUP OF COMPANIES RELATED REPORTS
Yole Développement
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Contact our
Sales Team
for more
information
RF Front-End Module Comparison 2020 –Volume 1
RF Front-End Module Comparison 2020 –Volume 2
Qualcomm’s Second Generation 5G mmWave Chipset, from
Modem to Antenna
YOLE GROUP OF COMPANIES RELATED REPORTS
System Plus Consulting
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If you are interested, feel free to contact us right now!
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Your contact: Sandrine Leroy, Dir. Public Relations
Email: [email protected]
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