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&LTE)
 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