RF Filters, PAs, Antenna             Switches & Tunability for                Cellular Handsets System Plus Consulting   T...
RF filters, PAs, antenna switches and tunability for cellular                         handsets                            ...
Objectives of the Report    –          To provide a synthetic view on the market data for the most important RF components...
Who should buy?•     Filter, PA, Switch, Tuner suppliers                                     • Mobile phone OEMs, Platform...
Introduction•     Market for key components of the RF part to reach $4.7B in 2016        –          The radio-front end is...
Introduction        –          Power amplifier is another strategic component in the RF part. This market matures but we s...
Introduction                                     Wispry RF MEMS antenna tuner in Samsung Focus Flash and die SEM view (sou...
Introduction    –          The evolution of architecture towards modules is one driver that pushes each company to be able...
EXTRACT OF ANTENNA      SWITCH PART© 2012 •   9
Where are integrated RF switches?                     Popularity of technologies in 2012                                  ...
Overview of Cell Phone RF Switch Technologies                  (at the system level, not individual switch level)         ...
GaAs Switches                                 Example: Sony J-PHEMT switch•       Sony has released a new switch technolog...
New packaging approaches    Taiyo Yuden - Embedded GaAs switch antenna in PCBGaAs antenna switch is embedded inthe PCB:• A...
Switch supply chain            Antenna switch                                                            Platform makers /...
Available MEMS Reports                                                MEMS Cosim+                Infrared Detector       S...
Yole activities in MEMS                                Market                               Research      Market research,...
Upcoming SlideShare
Loading in …5
×

Fig

2,342 views

Published on

  • Be the first to comment

Fig

  1. 1. RF Filters, PAs, Antenna Switches & Tunability for Cellular Handsets System Plus Consulting Taiyo Yuden Wispry Triquint TDK-EPC Sony SAMPLE© 2012
  2. 2. RF filters, PAs, antenna switches and tunability for cellular handsets Table of contents• Introduction and Definitions 3 4. Tunability 151• Executive Summary 19 – Drivers for tunable architectures – Application description: antenna tuning, tunable PA,1. RF Filter / Duplexer Market 33 tunable filters/duplexers – Overview of RF filters / duplexers – Tuning technology platforms – SAW market forecasts and market share – Profile of key players – Technology trends for SAW filters and duplexers – Tunability pricing, market forecasts and market share – BAW market forecasts and market share – Technology trends for FBAR / BAW filters and 5. FEM Architecture Evolution 214 duplexers – Key drivers for radio front end modules – Trends for GSM FEM2. Power Amplifier Market 84 – Drivers and curent architectures for 3G and 4G phones – Technology trends for power amplifiers – FEM market forecasts – PA pricing, market forecasts and market share 6. Background on the RF Industry and Technology Principles3. Antenna Switching Market 117 274 – Technology trends for antenna switching – RF ecosystem, supply chain and global drivers – GaAs switches – Architecture of RF filters / duplexers – HR-SOI switches – Principles of SAW filters and duplexers – SOS switches – Principles of FBAR / BAW filters and duplexers – Bulk CMOS switches – MEMS for antenna switching • Conclusion and Perspectives 311 – Antenna switching pricing, market forecasts and market share © 2012 • 2
  3. 3. Objectives of the Report – To provide a synthetic view on the market data for the most important RF components used in cellphone FEM: key market metrics & dynamics: • Unit shipments and revenues by type of sensor • Average selling price analysis and expected evolution • Market shares with detailed breakdown for each player and major OEM contracts – To provide an analysis on the potential for each technology for each type of device and the impact at the global architecture level: • Specificities and competitive situation for current technologies and new developments • Penetration of technologies in 2011 and expected evolution through 2016 • Impact of new packaging technologies (flip-chip, WLP…) • How technology changes at the component level will impact the global architectures, and vice versa – To provide a deep analysis on the challenges and opportunities for tunability in handsets: • Description of the different types of tuners and level of integration • Which driver for tunability, why did it start, how market adoption will be like? • Key tuner providers • Different levels of processing and strategies for integration in the system (MCU…) • Insight about architecture changes linked to the emergence of antenna tuners and other tuners… – To provide a clear understanding of RF FEM value chain, infrastructure & players for the cellular handset business: • List of major players for each device under consideration • Analysis on the potential new entrants with disruptive technologies • Description of the RF ecosystem: link between component providers, module makers, platform companies, OEMs • Description of the value chain with major players from design to packaging© 2012 • 3
  4. 4. Who should buy?• Filter, PA, Switch, Tuner suppliers • Mobile phone OEMs, Platform makers – Evaluate market potential of future technologies and – Evaluate market potential of future technologies and products products to comply with new standards – Understand the differentiated value of your products and – Evaluate the benefits of using these new technologies technologies in this market in your end system, design architectures for the next generation of systems – Build roadmap for modules: which type of modules? When? – Screen potential new suppliers able to provide new functionalities, or cost and size savings – Identify new business opportunities such as tuners, envelope tracking… • R&D centers – Identify potential strategic partners or technology – Understand how the new front-end and packaging providers: for more integration… technologies will impact the future business – Monitor and benchmark your competitor’s advancements – Evaluate market potential of future technologies and products for new applicative markets• GaAs, SOI, CMOS, MEMS foundries, wafer suppliers, – Identify the best candidates for technology transfer packaging houses – Understand what are the applications that will drive the • Financial & strategic investors volumes in 2016 – Understand the structure and value chain of the cellular – Identify new business opportunities and prospects handset RF industry – Estimate the potential of new devices such as antenna• Specialists of baseband/ transceiver, of application tuners… processor… – Get the list of the main key players and emerging start- – Spot new opportunities and define diversification ups of this industry worldwide strategies © 2012 • 4
  5. 5. Introduction• Market for key components of the RF part to reach $4.7B in 2016 – The radio-front end is a key part in every cell phone, from low cost GSM handset to multi-mode multi-band LTE smartphones. This market is very fragmented in terms of architectures, however there are a few types of components that are key. Filters or duplexers, power amplifiers and antenna switches are at the heart of every cell phone radio. Those components represent a $3.6B market in 2011 already, growing at a 5.6% rate annually until 2016. This report highlights that as this market becomes increasingly attractive, major technical evolutions and changes are observed in the competitive landscape for those categories of devices. – Filters and duplexers are the most dynamic market. Driven by duplexers which are growing at a 10.5% rate annually, this market will reach $1.7B in 2016. Indeed smartphones are widely using WCDMA bands and LTE is a new strong driver. Depending on each band, SAW or BAW developments are candidate to further growth. While Epcos and Murata dominate the SAW area, we observe a fierce competition between Avago and TriQuint in the BAW segment. Market for RF filters and duplexers in mobile phones RF part ($M) Yole développement © March 2012 2000 SAW 2011 market share ($M) BAW 2011 market share ($M) Others (detailed Others in the (detailed report) in the 18.9% report) Epcos 8.5% 42.2% Triquint 26.4% Murata Avago 0 38.9% 65.0% 2010 2011 2012 2013 2014 2015 2016 Discretes SAW and BAW filters SAW and BAW duplexers Yole développement © March 2012 Yole développement © March 2012 © 2012 • 5
  6. 6. Introduction – Power amplifier is another strategic component in the RF part. This market matures but we still see many new technologies which impact the market. One current trend is that converged PAs and more broadband PAs are increasingly accepted in the market. GaAs is still dominating the PA market by far but is poised to loose market shares as CMOS PAs are growing, starting at the low end side of the market, and as SOI technology could be used for PAs in the near future. There is thus still room for many changes in the competitive landscape dominated by Skyworks, with RFMD, TriQuint, Avago and Murata / Renesas as challengers. – Antenna switches also becomes more mature however we observe evolutions towards 2 directions. First we see an evolution towards more performance for the new LTE bands and increasing number of throws. This is where Peregrine Semiconductor has a leading position. Second we see massive adoption of SOI technology since 2010. All big players are now involved with this technology which offers a good price/performance ratio. GaAs switches are thus decreasing, although some players still release products with exceptional performances, such as Sony. At the same time new technologies are getting closer to production, this is what is observed with MEMS.• Tunability and changes in achitectures – This report provides a detailed analysis on tunability, which is a new hot topic for radio front end modules. Indeed after years of development, antenna tuners have been accepted in 2011. Not only GaAs switches but also ferroelectric capacitors and MEMS variable capacitors have been successfully integrated into flagship products such as some Samsung Galaxy S2 smartphones. While there is no consensus yet on this topic, antenna tuners are now really providing a significant value proposition, we thus expect it to be the next very hot market in this space. New types of tuners and massive deployment of LTE within 2014 will be additional drivers for tunability. Leading the MEMS field, Wispry will be a key player to watch, while Sony and Peregrine also offer promising approaches based on alternative technologies. The acquisition of Paratek by RIM in March 2012 is also a sign that antenna tuners will be a strategic technology to be integrated in many cellphone platforms in the near future. © 2012 • 6
  7. 7. Introduction Wispry RF MEMS antenna tuner in Samsung Focus Flash and die SEM view (source System Plus Consulting) – All those changes at the component level (PA, ASM, filters...) and the rise of tunability are having a dramatic impact in the global RF part architecture evolutions. Both technical and competitive challenges and opportunities are shaping the future front end modules. Similarly the trend for integration in various types of modules is driving changes at the individual component level. New packaging technologies now enable compact multi-chip packages: Rx modules, PA modules, multi-duplexers… All together, the front-end modules are already a $2.0B market in 2011 and grow at a 12.0% yearly rate, this will represent more than 3 times the value of the standalone PAs, filters/duplexers, tuners in 2016.• Rapid evolution of technology and competitive landscape – While we start to see some level of consolidation, the competitive landscape in this RF market is changing quickly. Some companies are getting mire vertically integrated, such as Murata after the acquisition of Renesas PA business, which may translate in a change in the business model of the company. As highlighted in the report, there are today a limited number of companies which dominate this RF space, but generally those players are involved in very specific market space, this means that significant evolutions can be expected in the near future. For instance Skyworks is leading the PA market and is big in switches but has no activity in filters, while Avago is a large PA vendor and dominates the BAW filter market, but is neither involved in SAW filters nor in antenna switches. © 2012 • 7
  8. 8. Introduction – The evolution of architecture towards modules is one driver that pushes each company to be able to handle all types of components or to set up specific partnerships. Another driver for competitive change is the technical evolution which is very quick in this area: at the antenna switch level, players with early involvement in SOI switches (Skyworks, RFMD) are getting more market shares against players involved in GaAs (TriQuint…). This type of change should be observed with PA technology as well. Antenna switches in handsets - Technology breakdown - In value - Yole développement © March 2012 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 2010 2011 2012 2013 2014 2015 2016 GaAs SOS HR-SOI MEMS© 2012 • 8
  9. 9. EXTRACT OF ANTENNA SWITCH PART© 2012 • 9
  10. 10. Where are integrated RF switches? Popularity of technologies in 2012 Multiband Multimode FEM 4 PA Filters Multiband (GSM) (GSM) Antenna Baseband transceive Switch Antenna (Multiband) PA + Duplexer Module r PA + Duplexer (ASM) PA Duplexer PA module PA die PA die Dual band Only antenna switches PA die SPxT switch taken into account in this PA die report Interstage switches are not PA receiver side / antenna considered in the forecastsBand switching diversity 1. HR-SOI substrate (performance driven because of LTE) T/R antenna switch 2. GaAs substrate  1. SOS substrate  1. GaAs substrate  2. Separated GaAs die  2. HR-SOI substrate  3. HR-SOI  3. SOS substrate  4. CMOS (Infineon  has been used then replaced) © 2012 • 10
  11. 11. Overview of Cell Phone RF Switch Technologies (at the system level, not individual switch level) GaAs FET / PIN Diodes SOS HR-SOI MEMS CMOS pHEMT Technical factors Low insertion loss ++ ++ +++ +++ +++ + Isolation and low +++ ++ ++ ++ +++ ++ crosstalk Switching speed ++ ++ ++ +++ ++ +++ ++ Frequency range : + (capacitive switches +++ (limited in low +++ ++ - Bandwidth frequencies) limited in low frequencies) Low power ++ - +++ +++ ++ +++ consumption Small size + - ++ ++ + +++ - +++ Potential for (needs external (integration of power capacitors + ESD and - + ++ +++ integration digital controller on a management unit, converge PA, tuner…) separate CMOS die) Business factors - Low cost +++ +++ (costly ++ + +++ substrate) Low risk (Maturity,experience, supply chain +++ +++ ++ + - - optimization) Just starting in handset Medium performance – Not ready yet (size and (use for ISM 900MHz Low & medium Not used Very -high-perf: mainstream part of the hot switching issues) – Use performance anymore SP9T… market + High- Promising for high- band). But but loss is generally too high to be performance performance segments used as a antenna switch © 2012 • 11
  12. 12. GaAs Switches Example: Sony J-PHEMT switch• Sony has released a new switch technology with excellent performances – PN junction gate provides better performance than standard MMIC processes – Low insertion loss: typically 0.5dB for cellular bands• Many products are using this technology – Antenna switch modules – Antenna tuner – Other modules (PA modules…) – For diversity switch: Sony uses CMOS SOI technology SP10T – 2.6x3.4mm² Source: Sony © 2012 • 12
  13. 13. New packaging approaches Taiyo Yuden - Embedded GaAs switch antenna in PCBGaAs antenna switch is embedded inthe PCB:• Allows size reduction (XY & Z) of the module• PCB substrate has an enhanced rigidity thanks to a Cu core• PCB has small hole size and reduced Cu line thickness• Component mounting requires high accuracy © 2012 • 13
  14. 14. Switch supply chain Antenna switch Platform makers / Front-end modules Handset OEMs Design Manufacturing Integrated players RFMD, Skyworks, Triquint… Integrated players Platform makers Qualcomm, ST Ericsonn, Intel Mobile Communication… RFMD, Skyworks, Triquint… Pure-play switch manufacturers Handset OEMS FEM makers Samsung, Nokia, Apple… Sony, Peregrine… Murata, Epcos, Kyocera, Hitachi, Avago… Commercialization of:  Either ASM  Or bare dies to be integrated in FEM with other components (filters…)© 2012 • 14
  15. 15. Available MEMS Reports MEMS Cosim+ Infrared Detector Sensor fusion of Technology Trends Market, Applications acceleros, gyros & MEMJET MEMS Manufacturing for Inertials MEMS and Technology Trends magnetometers Cost Simulation Tool New! New! New! New! New! Trends in MEMSPermanent Wafer Thin Wafer Ferro-Electric MEMS Microphone Manufacturing & Bonding Handling Thin Films Packaging New! New! New! New! Uncooled IR Cameras &Motion Sensors for IMU &High MEMS & Sensors Detectors for CMOS ImageConsumer & Mobile Thermography & Night Performance MEMS for Smartphones Sensors applications Vision Emerging MEMS MEMS Players: Technologies & Markets Analysis of Financial Performance© 2012 • 15
  16. 16. Yole activities in MEMS Market Research Market research, Reports Technology & Strategy Consulting services Media business News feed / Magazines / Webcasts www.yole.fr© 2012 • 16

×