"On April 26, 2019, the 108th anniversary of Tsinghua University was a complete success. Yang Qinghua, a part-time professor from Beijing University of Posts and Telecommunications from Zhongke, and the majority of alumni and media," China RF chip Thoughts on the way. "
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The ceiling of the mobile phone chip is very high, the mainland company's bones can't grab
A picture feels the domestic chip share of the current China's core integrated circuit. From the figure below, only a few core integrated circuit fields in the field of few core integrated circuits, including 2% of the MCUs of industrial applications; The application processor and communication processors of the mobile communication terminal account for 18% and 22%, NPU account for 15%; the semiconductor memory NOR FLASH and image processing account for 5%; HD TV display processor occupies 5%. Other basic share is 0%, and 0% full screen indicate that the domestic chip has a very low!
China's core integrated circuit's domestic chip share
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According to Wino data, since 2009 to 2013, mobile sales ushered in explosive growth, and the annual complex growth rate of mobile phone sales is as high as 56%. This period is mainly functional machine to switch, 3G / 4G permeability rapid rise. And in 2017, in 2017, with the large increase of 4G mobile phone demand, 4G permeability reached more than 70%, during which the year's annual complex growth rate was around 13%, in the stage of rapid growth. In the case of 2017 to 2020, 4G mobile phones entered maturity, with average price increase, global smartphone sales annual complex growth rate of 3%, in a state of steady growth.
In 2014, the global smartphone brand shipments are still the main leadership of Samsung and Apple, but these years of domestic brands are Huawei, Xiaomi, OPPO gradually points a piece. In particular, Huawei and OPPO growth fidel, 2014 Huawei account for only 5.67%, and it has been 10.4% in 2017; OPPO has increased from 1.08% in 2014 to 7.59%.
Professor Yang Qinghua added "Although the technical threshold of smartphones is still so high, it is still very far away from the chip level. From the value of various chip values on the thousand-yuan machine and flagship machine, there are currently the most expensive mobile phone PCBA motherboards. The device is the main chip, memory, and RF front-end device. The radio frequency front device mainly includes radio frequency power, low noise, switches and filters. But the price of RF flagship on some flagship mobile phone will exceed the memory, main chip price .
Mobile phone various chip value dominated
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As a result from the global mobile phone base belt manufacturer, 2017 high-pass shipments are as high as 823 million, accounting for 33.2% of the world; UNIC 694 million, accounting for 28%; Excellence shipments 670 million, accounting for 27 % Or so; and these three mainly 4G baseband production is mostly. The shipments left to other vendors are only 292 million US dollars, only 11.8% market share. Among them, RREESCALE, TI, BROADCOM, MARVELL, NVIDIA, STE, etc. have been exited. This reflects a terrible status quo: US company is eating meat, Taiwanese company is drinking soup, the mainland company's bones can not be. "
Global mobile phone baseband manufacturer shipments accounted for
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RF front end class products gradually board the historic stage
All wireless communications require Wi-Fi, GPS, Bluetooth, etc. in mobile terminals, and RF front chips include radio frequency switches, radio frequency low noise amplifiers, radio frequency power amplifiers, duplexers, radio frequency filters and other chips. The radio frequency switch is used to achieve the switching of the radio frequency signal and the switching of the transmitted transmission, the switching between different frequency bands; the radio frequency low noise amplifier is used to enable the radio frequency signal amplification of the receiving channel; the radio frequency power amplifier is used to achieve the radio frequency signal amplification of the transmit channel; RF filter for The signals within a particular frequency band are retained, and the signals outside the specific frequency band are filtered; the duplexer is used to isolate the transmitting and reception signals, ensuring that the received and transmitting can operate normally in the case of sharing the same antenna.
Schematic diagram of smartphone communication system structure
In recent years, with the gradual improvement of mobile terminal, mobile terminals such as mobile phone and tablets continue to rise. The number and value of the frequency band of the radio frequency front end have also increased dramatically. In the past decade, the communication industry has experienced from 2G (GSM / CDMA / EDGE) to 3G (WCDMA / CDMA2000 / TD-SCDMA), and then 4G (FDD-LTE) / TD-LTE) Two major industrial upgrades. 2G mobile phone frequency band is 4, the total value is $ 0.8; 3G mobile phone is 6, total value $ 3.25; 4G thousand yuan, the number of bands is 8-20, total value $ 8-10; 4G flagship machine frequency band number is around 17-30, total The value of $ 16-20; to the 5G mobile phone reaches 50, the total value is worth $ 25-40.
According to Yole Development data, the market conditions of the radiofrequency front end can be summarized as the following three points: the filter market has increased significantly, the amplifier and low noise is stable, and the demand for radio frequency switch products is diverse. The largest business module in the RF front-end market is a filter, from 2016 to 2022 filters 21% (the following year), will grow from $ 5.2 billion to $ 16.3 billion, this major market The driving force comes from the demand for additional filtering and carrier aggregation to more body acoustic filters; amplifier and low noise annual composite plus increased by 1%, from $ 3.8 billion to $ 4.1 billion, high end The growth of the LTE amplifier market will be balanced by atrophy of 2G and 3G markets. Due to the emergence and growth of the new antenna, the low noise market will steadily forward; the annual complex increase in RF switch is 12%, from $ 1 billion to grow to $ 2 billion, its market driver is from the growth of antenna switch business; antenna tuner is 40%, from $ 0.36 billion to $ 272 million, market driving force comes from tuning function to the main antenna and diversity The antenna.
Professor Yang Qinghua talked: "We all know that the filter is a dedicated device that implements the frequency band filter, which can pass a specific frequency component in the signal, and greatly attenuate or inhibit other frequency components; the current mobile phone is the largest application market of the system product "In the field of wireless communication in mobile phones, due to the smaller equipment, the power is low, there are currently two types of filters in use, which are a sound surface wave (SAW) filter and body acoustic wave (BAW) filter, respectively. As the name suggests, the SAW filter is propagated through the sound wave surface, and the BAW filter is vertically propagated through the sound wave. At present, there is no large-scale surface wave and body acoustic wave filter manufacturers in China, and the import replacement potential of foreign products is large, the market is large, and the profit margin is high.
Acoustic surface wave (SAW) filter and body acoustic wave (BAW) filter
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What is the difference between the sound surface wave (SAW) filter and body acoustic (BAW) filter?
SAW filter: In 2G, 3G era occupies the dominant position of the filter market; but the SAW filter performance is insufficient, and the requirements of the demanding frequency band cannot be met when the filter frequency is higher than 2GHz.
BAW filter: itself has a performance advantage, and the size of the BAW filter is reduced with frequency, which is low at higher than 2GHz, which makes it suitable for very demanding 4G, 4G + applications (including carrier aggregation, Volte) And the 5G application of higher frequency (<6GHz) in the future.
The market demand in the filter product has grown sharply, and the development of spectral complications such as mobile phone frequency sections, the development of spectrum complications in the mobile phone, resulting in the sharp increase in the number of filter, according to IDC, the 2016 global smartphone is nearly 1.5 billion, to 2020 It will reach 2 billion, with an annual composite growth rate of 7.2%. The number of filters increases synchronously with the increase in mobile phone support band; in the 2012 World 3G Standards Association, the cellular communication system needs to support the frequency band to 41. By 2020, the number of frequency bands supported around the world will be doubled, and more than 50 communication bands are added.
Filter product market demand
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Professor Yang also pointed out that to analyze the intelligent terminal filter competition pattern, you need to see three aspects of market capacity, international manufacturers, and domestic situations.
Market capacity: RF filter market is $ 5 billion in 2015, an increase of $ 13 billion in 2020; only 10% of import replacement of foreign filter products, future companies will become a sales of 1 billion US dollars or more company of.
International manufacturers: only Avago, qorvo, such as a company that masters BAW filter mass production technology, with two market share of AVAGO and Qorvo over 90%; and SAW filters are basically monopolized by Murata, TDK and other giants.
Domestic situation: There is no large-scale production and shipping companies in China.
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The Japanese developed country is unique, the strong is Yu Qiang, the strong is strong?
At present, the total size of the global radiofrequency front end market has increased stable, and the concentration is high. The top four major manufacturers have almost 85% of the market. Leading manufacturers are Japanese and developed countries, Skywork, Qorvo, Avago and Murata.
Global RF front-end market growth and share
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Among them, SkyWork occupies 24%, the top 10 mobile phone manufacturers in the world are their main customers. In 2013, SkyWorks has basically maintained in the GAAS device global market. Qorvo occupies 21%, September 2014, RFMD and TriQuint merge Various services are available for mobile devices, 3G, and 4G cellular base stations, WLAN, WiMAX, GPS, defense and aviation, etc., TriQuint, is the most flexible GaAS foundry business supplier, depending on external workshop. Get critical industrial technologies, such as PHEMT for switches. Avago accounts for 20%, AVAGO main attack wireless communication, limited basic equipment, industrial and automotive electronics, and consumer goods and computer peripherals, specializing in 3G and 4G, with arsenide amplifier product and translocation technology; Murata accounts for 20%, On March 1, 2012, MURATA completed the acquisition of the PA business unit of RENESAS, entered the PA market, Murata has the most complete product line in the mobile radio market;
In addition, global RF companies are still increasing. Constantly expandable technology, product and market channels, organic binding. Strong unite, strong people Yu Qiang.
Global RF Company integrated evolution
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However, it also reflects that the growth space of domestic radiofrequency companies is huge, and China's RF companies have the following countries with a different classification. Zhongkeshan Tianxia Electronics mainly do CMOS amplifier design and GaaS amplifier design, and GaaS amplifier design also has Vanchip, Airroha, RDA, Smarter Micro, and the company for GaaS amplifier manufacturing, TSM, San'an Optoelectronics, Hai Weihua Core, etc. Credit communication, CNPC Technology Deqing Huying Electronics Co., Ltd., Chongqing Senmino Co., Ltd., Ma Jie Technology, etc.
Professor Yang Qinghua said that the global market share of power amplifier under Han Tianda has 75%, 3G amplifier global market share of 65%, 4G cumulative shipping more than 20 million sets; RF power chips, etc. Cumulatory 25 billion, chip month shipping It has reached 100 million, exceeding the sum of other manufacturers in China, ranking first.
Zhongkeshan Tianxia Radio Frequency Power Broadcasts Market
Conclusion: Opportunity is greater than challenge
Professor Yang: "The chip of the information society = steel, chip applications in the industrial society is everywhere."
China Consumer IC has been summarized as the following points in the past few decades.
Minimally invasive new
Applied maturity
Performance is basically passing
The price is killer
China IC is seriously relying on import, and the domestic chemical rate is extremely low, but this also means that the domestic space is huge; the consumer electronic IC is full of developed countries, performance breakthrough is difficult; mobile terminal radio frequency filter is basically international giant Monopoly, the prospect of domestic market is still huge; the radio frequency chip is relatively small, it is a very good attempt point and breakthrough, performance improvement is the key; domestic RF chip company is small, only to join hands, integration, giving up the competition of internal low-end markets, I have the opportunity to challenge the international giants; now there is currently a good support and concern today, at least 10 years of window, domestic enterprises should seize the opportunity; there is no shortcut in the IC industry, must constantly Try the wrong, need to participate actively in the government, capital and practitioners.
(Source: semiconductor industry observation)
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