Report Sample ~Medium-term forecast of RF Circuit Trend & RF Devices / Modules Market in LTE Spread Period~ RF Devices/Modules For Cellular Terminal 2012 – 2013 August 15, 2012 Navian Inc. 2-18-2 Zenpukuji, Suginami-ku, Tokyo 167-0041 JAPAN Tel.03-5303-1303 Fax. 03-5303-1304 Outline of Cellular Terminals by Product Category WWAN Terminal Smart Phone Traditional Handset Mobile Phone Adapter E-book Reader e-Book Reader Tablet PC Embedded Module Tablet PC Fixed Wireless Terminal Voice Non-Voice Cellular Terminal NEW mobile devices Notes E-book reader Increase of cellular-function-built-in equipments such as Amazon Kindle and Sony Reader Daily Edition. Tablet PC Apple iPad made a strong impact and got market share. Android Tablet PC variation also increases. WWAN Terminal Adapter/Dongle WWAN with USB or PC Card (PCMCIA) for laptop PC. Antenna is integrated, mostly compatible to 3G network. WWAN terminal built-in laptop PC. For Notebook PC Embedded Module (Mini PCI) Becoming laptop’s standard equipment (via Mini PCI express). Smart Phone Traditional Handset Estimate by Navian Uses universal OS with API disclosed. Native software available as add-on. Mobile Phone Traditional handset for voice call. Data communication mostly available. Fixed Wireless Terminal (FWT) Cellular network using CDMA, GSM and TD-SCDMA for fixed phone replacement. Simpler infrastructure development in emerging nations. © 2012 Navian Inc All rights reserved. 3 Road map of Cellular Standard LET, of which practical use just began in 2009, actualized the potential of demand for the terminals when the service was started in Verizon in the North America in 2011. The sales of iPad and iPhone are expected to exceed 100 million units at one stretch in 2012, when Apple starts to reinforce countermeasure against LTE. The practical use of LET-Advanced is expected to start 7 years later in 2016. Estimate by Navian © 2012 Navian Inc All rights reserved. 14 RF Device & Module Count for iPhone & GALAXY S iPhone 3G-4GS/GALAXY S - S III(3G<E) The number of main RF Devices/Modules used in iPhone and GALAXY S is shown in the left graph. Front End Module-oriented Duplexer, BPF, Antenna Switch and PAM were counted double. As compared with GALAXY S, the number of RF Devices/Modules in iPhone is steadily increasing. The average number of RF Devices/Modules used in the four series of iPhone is 27, while that in the five series of GALAXY S is 22. iPhone GALAXY S 3G 3GS 4 4S iPhone S i9000 S II i9100 S II i727 S III i9300 S III i747 GALAXY S UMTS/GSM UMTS/GSM UMTS/GSM UMTS/GSM Average UMTS/GSM UMTS/GSM LTE/UMTS/GSM UMTS/GSM LTE/UMTS/GSM Average AVERAGE FEM 4pcs 5pcs 6pcs 5pcs 5pcs 5pcs 2pcs 1pcs 2pcs 1pcs 2pcs 3pcs Duplexer 3pcs 3pcs 4pcs 4pcs 4pcs 3pcs 4pcs 5pcs 4pcs 5pcs 4pcs 4pcs 12pcs 12pcs 11pcs 10pcs 11pcs 9pcs 2pcs 9pcs 4pcs 10pcs 7pcs 9pcs Antenna Switch 1pcs 1pcs 1pcs 2pcs 1pcs 1pcs 1pcs 1pcs 2pcs 2pcs 1pcs 1pcs PAM 4pcs 4pcs 5pcs 3pcs 4pcs 4pcs 1pcs 4pcs 1pcs 6pcs 3pcs 4pcs TCXO 2pcs 2pcs 2pcs 0pcs 2pcs 2pcs 2pcs 1pcs 1pcs 0pcs 1pcs 1pcs TOTAL 26pcs 27pcs 29pcs 24pcs 27pcs 24pcs 12pcs 21pcs *Overlapping demand such as PAs for PAiD, Antenna Switch for FEMs, Duplexers for PAiD & FEMiD & Duplexer Bank etc 14pcs 24pcs 19pcs 22pcs BPF Estimate by Navian In particular, the numbers of RF Devices/Modules used in UMTS version (i9100, i9300) of GALAXY S II and GALAXY S III, which use MMPAM instead of Inter-stage BPF, are extremely small at 12 and 14, respectively. © 2012 Navian Inc All rights reserved. 28 Comparison RF Circuit Apple 4 & Apple 4S The biggest difference between iPhone4 and iPhone4S is that the latter has become RX Diversity-compatible. Unlike other RX Diversity adopted in other terminals, RX Diversity adopted in iPhone4S is equipped with an alternative function which enables Sub Antenna to be used as Main Antenna depending on the radio signal reception. iPhone 4S 2011/10/14 iPhone 4 2010/6/24 SAW Duplexer BandBAW Duplexer BandSAW Duplexer BamdSAW Duplexer GSM DCS RX BAND-2 PAiD Triquint BAND-5 PAiD Skyworks SMARTi UE Intel Band- ASM MURATA Sub Antenna BAND-1/8 Duplexer Bank Triquint DPDT Switch RFMD GPS Triplexer Module MURATA TCXO KDS Estimate by Navian GSM/UMTS PAM AVAGO GPS LNA Diversity Switch SP5T Infineon Diversity RX Filter Bank MURATA AT-XTAL NDK © 2012 Navian Inc All rights reserved. UMTS/CDMA/GSM TRANSCEIVER RTR8605 Qualcomm Main Antenna Filter bank MURATA UMTS/CDMA/GSM TRANSCEIVER TX Module Duplexer+PA Module Skyworks Triquint x 2/Skyworkd x2 37 RF Circuit Technics Road Map TARGET CY2009 RX Diversity Performance Improvement ➟ Antenna Tuning/Support Diplexer +Dual port SW Performance Improvement Dual Antenna(TRX) Performance Improvement Tunabule Capasitor by Switch Performance Improvement RF circuit technics RX balanced RX Interstage Filterless Cost/Space Reduction UMTS/GSM RX Co-banding Cost/Space Reduction UMTS TX Interstage Filterless Cost/Space Reduction Multi-band/Multi-mode PA Cost/Space Reduction Dual RF Performance Improvement Envelop Tracking low-power consumption Career aggregation Performance Improvement Multi-band/Multi-mode Receiver Cost/Space Reduction RX un-balanced RX Interstage Filterless Cost/Space Reduction Half-Duplex Cost/Space Reduction Tunable Duplexer Cost/Space Reduction Estimate by Navian ➟ CY2010 ➟ ➟ CY2011 CY2012 CY2013 CY2014 CY2015 CY2016 ➟ ➟ ➟ ➟ ➟ © 2012 Navian Inc All rights reserved. ➟ ➟ ➟ ➟ ➟ ➟ 86 RF Devices / Modules Total Market Forecast 2012年のRF Devices / Modules For Cellularの総市場規模は、前年比23.1%増 の8,371Million Dollarsの見込み。 更に、2016年には倍増に近い15,231Million Dollarsに拡大すると予想。 Estimate by Navian © 2012 Navian Inc All rights reserved. 99 Front End Module Variation & Circuit Examples LTE/UMTS/GSM RF Block-Diagram The classification of Front End Module UMTS/UMTS TRANSCEIVER ASM ‐Antenna Switch Module‐ Antenna Switch+Low Pass Filters Estimate by Navian © 2012 Navian Inc All rights reserved. TX Module ASM+GSM Power Amplifier RX Module ASM+GSM RX Band Pass Filters FEMiD ‐FEM in Duplexer‐ ASM+Duplexers 101 Front End Module & Sub Front End Module Variation & Outline FEM/Sub FEM Front End Modules abbr. Antenna Duplexer PA BPF Switch Front End Module Antenna Switch Module ASM Required Case-by-case FEM RX Module RXM Required Required TX Module TXM Required FEMiD Required Sub Front End Modul RX Diversity Module RDM Required Sub FEM Filter Bank Mdule FBM Duplexer Bank Mdoule DBM Required PAiD Required Front End Module in Duplexer Power Amplifier in Duplexer Required Required Case-by-case Required Required Case-by-case Required Case-by-case Market Size of Antenna Switch/Duplexer/PA/BPF Including demand for Front End Modules in this report Estimate by Navian © 2012 Navian Inc All rights reserved. 103 RX Module Market Size Trend & Forecast by Product Type The market for RX Module is limited in size due to its replacement with Antenna Switch Module and TX Module. Most of the demand for RX Module is for Huawei, and there is a possibility of elimination of the market depending on Huawei's trend in adoption. The chances that device makers other than Huawei will newly adopt the RX Module is low, and its market is seeing a very low potential. Estimate by Navian © 2012 Navian Inc All rights reserved. 118
© Copyright 2024