5G technology pushes a comprehensive upgrade of mobile terminal RF systems, based on the multiplier of the number of base station antenna channels, which is a significant increase in the demand of the filter to add new frequency bands.
According to Yole Development, the 2017 mobile phone RF front-end market size is $ 15 billion, which is expected to reach $ 35.2 billion in 2023, and the annual composite growth rate is 14%. Among them, the filter market has the largest scale and is expected to grow from $ 8 billion in 2017 to $ 22.5 billion in 2023, and the annual composite growth rate is 19%.
However, currently in the radio front-end demand is a long-term monopoly of US Japanese companies, and domestic share is less than 2%. For Chinese manufacturers, due to the high-end filter supply of the global terminal market has been divided by the top five major manufacturers, the domestic filter industry started late, the breakthrough of medium and high-end filters is becoming the domestic system of radio frequency devices. The biggest challenge.
Industry people said that the current domestic filter vendor is primarily limited to the breakthrough of medium and low-end SAW filters, and domestic manufacturers have no competition with respect to the 5G terminal high-end demand BAW filter or FBAR filter. How to break the high-end filter market in the 5G market, becoming a problem that domestic manufacturers must crack.
Be
Domestic SAW filter will enter price war
In the radio front section module, the filter has a crucial effect and the largest sector in the RF front-end market.
Current Terminal Filter is mainly divided into two types of sound filter (SAW) and body sound filters (BAW), SAW products include common SAW and SAW filters with temperature compensation characteristics; BAW includes Ordinary BAW and FBAR filter using a film cavity sound wave resonator.
As the number of cells that the mobile phone needs to support continuously, since each frequency is required to have its own filter, the number of filters that need to be used in a mobile phone are constantly rising. Currently, the number of filters in a 4G phone need to be used up to 30. In the 5G era, the frequency band that the phone needs to support even more than 91. Since a band typically requires two filters, the filter usage of future mobile phones will exceed 100.
From the global filter market pattern, the SAW filter is basically monopoly such as Murata, TDK, Skyworks; BAW filter only has a few of the majority of master production technology such as BAW filter, Avago, Qorvo, also occupying 90% of the world. Share. However, in the field of medium and low-end markets, in the A-share market such as Xinwei Communications, McGene Technology, Zhuo Wei, etc. In recent years, the monopoly is gradually opened, and the monopoly situation is gradually opened, and the high-end product line is expanded.
Industry insiders said: "Based on the application requirements of 5G terminal, the domestic SAW filter market demand has increased, but the domestic filter manufacturers really shipment is not much larger, and is limited to low-end markets. In the 5G era, SAW and BAW filtering Coexistence, there will be a cruel price competition after breakout, and the high-end BAW filter or FBAR filter market needs to be out. "
The person also said that after 5G development is ripe, the SAW filter in high-frequency communication scenarios will be replaced with a BAW / FBAR filter. The direct benefit from the existing filter header is Murata, Bo Tong, etc.
Discover the domestic market, currently enjoy domestic alternative bonus, but BAW filter, existing technology monopoly, difficult breakthrough, domestic filter manufacturers want 5G era seek more opportunities, most of which have begun to choose a R & D layout around the FBAR filter.
Be
Domestic manufacturer layout FBAR filter
It is understood that the FBAR filter can operate at a high frequency band of 6GHz to 60GHz, support the steep filter curve allocated by high challenge bands and have very good external suppression capabilities. In addition, the low loss characteristics of the FBAR filter can compensate for higher loss of multiple frequency bands in the radio frequency front end, improve signal reception capacity and battery life, will become a new force of mobile communication high frequency.
It is well known that foreign FBAR filter markets are basically monopolized by Avago, Qorvo. As early as 2012, Avago announced that the FBAR filter was successfully applied to 15 smartphone bands.
In the domestic market, only the medium-tech twenty-six in the FBAR filter industry, fifty-five and Tianjin Ni Si, and Meccu Technology, Xinwei Communications, etc. in the FBAR filter market.
It is reported that China Electronics Twenty-sixth and fifty-five are, in addition to deep tillage ordinary SAW filters, there are many years of research layout in TC-SAW and FBAR. After the SAW filter is entered into Huawei supply chain, it is also expected to cross the R & D ranks of the FBAR high-performance filter, and the trusting communications is five Fifteen cooperation will enter the FBAR filter market.
In addition, Tianjin Nis, which is not listed, is also a member of the FBAR filter, and the first FBAR wafer factory with full intellectual property (IP) is mainly engaged in wireless equipment RF front end MEMS filter chip, module. , Design, research, development, production and sales of applications. Since the delivery of 2014, Tianjin Nos has won nearly 100 million radio filter chips around the world, and the 5G new frequency band FBAR filter released last year has provided testing to customers.
More high-end in Tianjin Nos FBAR and BAW of Oki. Oak-dollar communication has launched a high-performance BAW filter product EP70N41 in the 5G N41 band. This is the first breakthrough in domestic chip vendors at the 5G BAW filter. Kaiyuan Communication has conducted a deep strategic cooperation between the domestic leading MEMS foundry, which has established a local unique 8-inch BAW quantity production line in October 2018. At present, the first batch of customers who have completed the test and respond well.
With the increase of domestic SAW filter market, the price war will be inevitable; the FBAR filter has strong market potential in the 5G era, but the power of domestic manufacturers is still weak; the BAW filter market has more difficult bottlenecks Many manufacturers have also stayed in the R & D stage. In the future, domestic manufacturers want to achieve breakthroughs in the 5G high-end filter market, and continue to enjoy the bonus, there is no small challenge.
Originally from: gathering network
Our other product:
