After the Secretary, Suzhou Co., Ltd., Jiangsu enterprises, Jiangsu enterprises, a company, is also a company, a company. Recently, the Shanghai Site officially accepted Jiangsu Sanqin Technology Co., Ltd. (hereinafter referred to as "Canqi Technology").
First, the first mass production 5G medium waveguide filter
Can Dynasty, in the past two years, the growth rate increased, last year, the net profit increased by more than 11 times year-on-year. Behind its back, customers H will help the company's performance, contributing the company over 90% of the camp last year, and the customer H Real status refers to Huawei company.
In addition, Huawei's company also assaulted into the stocks in the stock of two months after the Qiken Technology entered the IPO remedial period. Can Qi Technology is mainly engaged in the development, production and sales of microwave medium ceramic components, including medium waveguide filters, TEM media filters, media resonators, media antennas, etc., mainly for reception and transmission of radio frequency signals. And handling, in the fields of mobile communications, radar and radio frequency circuits, satellite communication navigation and positioning, aerospace and national defense works.
The main product of Canada Technology is a medium waveguide filter, mainly applied to 5G communication base stations. Canadian Technology has become the world's first manufacturer of 5G medium waveguide filters, which has become an important RF device supplier in the world's 5G communications industry chain.
This Safeng Technology proposed to raise funds from approximately 3.836 billion yuan, used in "New Building San Technology Park Project", "Expanding 5G Communication Ceramic Media Waveguide Filter Project" and supplementary liquidity. After acceptance of counseling two months, Huawei's company Hubble investment suddenly signed the "Investment Agreement", all shareholders of Canada Technology, agreeing to 13.75 million shares held by 110 million yuan from Shan Dynasty. After the transfer of equity transfer, Hubble invests in 4.58% of Shares in Canada Technology.
Hubble's investment, making it the only "foreign household" in Canada Technology Shareholders, and the remaining six major shareholders of Canada Technology are the company's real-controlled people and their control companies, employee holding platforms.
Second, the mobile radio frequency device composition
At present, the radio frequency devices in the phone mainly include power amplifiers (PAs), duplexers, radio frequency switches, filters, two types of SAW and BAW), low noise amplifiers (LNA), and the like. Attachment, the main three major segment fields of the RF device are radio frequency filters, RF switches, and PA chips (power amplifier chips).
Filter: For Chinese companies, the filter is the most difficult to cross, because there are two difficulties of patents and processes, so there is little domestic SAW filter that can be produced. Since the chip is too thick, it will not be able to do an integrated module, and can only do plugging. Overall, domestic filters are still in the middle and low ends.
SOI RF Switch: There are 20-30 companies that do SOI RF switches in China, and the price war has begun to enter white heat. Among them, the GaAs and SOI mobile terminal RF switch products developed by China Electric 55 were widely used in Huawei, ZTE and other well-known domestic brands mobile terminal products, and realized annual shipments of 200 million. In particular, the SOI mobile terminal RF switch product has adopted GPIO and MIPI control mode, with high efficiency, low loss, high isolated technology advantages, while doing smaller size, lower cost, higher integration.
PA (Power Amplifier): One of the most important peripheral components except the main chip in the phone, affects the signal strength, communication quality, and the efficiency of the mobile phone. 95% is dominated by European and American manufacturers, and there is a group of PA excellent manufacturers such as Han, Zhongpu, RDA.
In addition, in the field of Wi-Fi RF front-end chip, currently common Wi-Fi RF front-end chip manufacturers can be numbered, the main giants have Skyworks, RFMD, Sige (have been acquired by Skyworks, the original chip still uses the old name, The new chip is named in Skyworks named: Microsemi et al.
Third, the radio device ushered in domestic substitution
With the acceleration of 5G, a large wave of domestic waves engaged in RF devices also ushered in new development opportunities. At present, domestic RF device listed companies mainly include: Xinwei Communications, product line has been extended from antenna to radio frequency isolation, radio frequency connectors, radio frequency materials; MB, the development of 5G antennas and RF front-end modules is in China leading level ; Faucet manufacturers of McGejie Technology, Slice inductance, and LTCC RFE components. Chang Ying is precise, the country's best radio front-end integrated circuit design and manufacturer has two core technologies, respectively, based on the power amplifier and envelope tracking power supply system based on GaAS PHEMT process. These two core technologies can effectively improve the average efficiency of the RF front end, facing the market with extremely high finished product advantages and cost performance.
Wuhan Fan Gu, domestic mobile communication RF device supplier provides RF device supporting services for major mobile communication system integrators, is the RF device supplier of Huawei, ZTE, Putian, Novi and other global communications equipment vendors. The main products have duplexers, filters, tower top amplifiers, digital microwaves, etc.
Dafu Technology, domestic leading mobile communication base station RF device manufacturer, product is mainly used in communication base station equipment, Dafu Technology has reached 2.407 billion last year, and Wuhan Fan Gu, Chunxing Seikong is a competitor. Combined electronic, domestic inductance and radio frequency element faucet. Only the core, the largest RF IC design company in China.
Based on the high growth of RF device demand for 5G Times, related manufacturers have also been very bright in this year.
As can be seen from the above table, the five representative manufacturers of the base station RF device, the four half-year reports have presented well, and the rich technology and Wuhan Fan Gu is not only to turn into the profit, but also doubled year-on-year; Maste and Dongshan Precision performance growth, depending on the synchronization growth of a number of business; only a large change in the performance of Chunxing, the decline in net profit is nearly half, and the orders in the fields and structural pieces are sharply declined.
From a half-year report, it benefited from the market demand of 5G base station RF devices in the first half of this year. Wuhan Fangui and Dafu Technology achieved growth of 199.41% and 301% respectively, the same as Huawei media filter supplier, in the second half of the year Performance is relatively relatively periodless.
In summary, in the field of radio frequency fields in the communication base station, based on the industry maturity, with the increasing gross profit level, or will accelerate its domestic process.
Fourth, the global radio device manufacturer
The data shows that last year's global mobile terminal RF device market has a market size of $ 11 billion, it is expected that it is expected to exceed $ 18 billion in the market size of 2020, and the annual composite growth rate is over 13%. Throughout the Global RF market, mainly based on foreign thinking, village and qorvo.
At present, the radiofrequency front-end chip market is mainly monopolized by several international giants such as Skyworks, Qorvo, Bo Tong, Village and other international giants, and the domestic self-sufficient rate is low. With the improvement of the global market share of China's mobile terminal manufacturer, the main mobile terminal manufacturer represented by Huawei, Xiaomi, etc. For the control of the upstream supply chain and "domestic alternative" demand will provide a trial platform for domestic radiofrequency front-end chip manufacturers. The RF front-end chip is relatively small, and the process process is relatively simple, which is conducive to the focus of domestic manufacturers.
Summarize
On the chip side, Huawei is currently or in a long time, it will be self-sufficient, because the field of further, influence and change in the field of Ai is being expanded, and the layout of many fields It is difficult to do a small spirit, Huawei established Hubble Technology investment takes a solid step, and it is invested in the field of chip.
The product is mainly used in the 5G communication base station and has become an important RF device supplier in the world's 5G communication industry chain. Look at Huawei itself, currently providing end-to-end 5G self-research chip covering terminal, network, data center, supports "full system, full spectrum (C Band 3.5G, 2.6G)" network. In the case of the share, on the one hand, the recognition of its design capacity and shipping capacity. On the other hand, it also helps Huawei to continue to strengthen the investment in 5G basic technology, further promote 5G large scale with comprehensive 5G end capabilities. Business applications and ecology mature.
This article is reported by electronic enthusiasts. The content is referred to in China, Science and Technology, Sohu Technology, etc., please indicate the above source. Read more
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