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新興通訊市場上RF前端供應商的競爭、合作策略

Competitive and Cooperative Strategies of RF Front-End Vendors in Emerging Communications Market

出版商 MIC - Market Intelligence & Consulting Institute 商品編碼 894979
出版日期 內容資訊 英文 25 Pages
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新興通訊市場上RF前端供應商的競爭、合作策略 Competitive and Cooperative Strategies of RF Front-End Vendors in Emerging Communications Market
出版日期: 2019年07月02日內容資訊: 英文 25 Pages
簡介

本報告以RF前端模組市場3大品牌 (Broadcom、Skyworks、Qorvo) 為焦點,提供5G電話、國防、Wi-Fi 6個市場上合作、競爭策略相關的系統性資訊。

第1章 RF產品的架構

  • 零組件的成本結構

第2章 RF前端主要供應商的事業營運

  • 事業規模:Broadcom,是Skyworks、Qorvo的10倍
  • 收益成果:Broadcom首位,其次依序為Skyworks,Qorvo
  • 主要客戶:3大中最大客戶是Apple
  • 技術開發:Broadcom有核心處理器功能,Qorvo強化高階市場投資

第3章 RF前端市場Broadcom,Skyworks,Qorvo的策略

  • 5G智慧型手機市場
  • 國防
  • Wi-Fi 6

第4章 MIC預測

附錄

  • 詞彙表
  • 企業清單
目錄
Product Code: DCRPT19070201

As a key component in wireless communications, the RF (Radio Frequency) front-end module allows simultaneous transmission and reception of wireless signal. The RF front-end module market is currently dominated by Broadcom, Skyworks, and Qorvo which possess important design and process technologies. This report reviews these three brands’ business operations and analyzes their cooperative and competitive strategies for the 5G phone, national defense, and Wi-Fi (Wireless Fidelity) 6 markets.

Table of Contents

1. Architecture of RF Products

  • 1.1. Cost Structure of Components
    • 1.1.1. Filter
    • 1.1.2. PA (Power Amplifier)
    • 1.1.3. Other Components

2. Business Operations of Major RF Front-end Vendors

  • 2.1. Business Scale: Broadcom is Ten Times Bigger than Skyworks and Qorvo in Value
  • 2.2. Revenue Performance: Broadcom Tops, Followed by Skyworks, and Qorvo
  • 2.3. Key Customers: Apple as Biggest Customer for Big 3
  • 2.4. Technological Development: Broadcom Has Core Processor Capabilities, Qorvo Steps Up Investment in High-end Market

3. Strategies of Broadcom, Skyworks, and Qorvo for the RF Front-end Market

  • 3.1. 5G Smartphone Market
    • 3.1.1. Skyworks Secures Partnerships While Qorvo and Broadcom Still Working on It
    • 3.1.2. 5G RF Modules Will be Highly Integrated
    • 3.1.3. Power System and Heat Dissipation are Major Challenges
  • 3.2. National Defense
    • 3.2.1. Qorvo Leads in GaN Technology
    • 3.2.2. Skyworks and Broadcom Yet to Develop Technology for the Defense Market
  • 3.3. WiFi 6
    • 3.3.1. 5GHz and MU-MIMO are the Next Big Things in Wi-Fi
    • 3.3.2. Broadcom Teams up with Skyworks While Qorvo with Qualcomm
    • 3.3.3. Next-gen Wi-Fi Products Used in Smartphones, Homes, and Industrial Applications

4. MIC Perspective

Appendix

  • Glossary of Terms
  • List of Companies

List of Topics

  • Cost breakdown of RF components including filter, power amplifier, and other components such as LNA, duplexers/multiplexers, and RF switches.
  • Business operations of Broadcom, Skyworks, and Qorvo, with comparison in terms of business scale, revenue, key customers, and technological development
  • Product strategies of Broadcom, Skyworks, and Qorvo in the areas of 5G smartphone, national defense, and WiFi6.

List of Tables

  • Table 1: Details of Sky5 5G Phones
  • Table 2: Details of Qorvo’s 5G Phones
  • Table 3: Details of Qorvo’s Defense Products
  • Table 4: Wi-Fi 6 Chips Developed by Broadcom and Qualcomm and Integrated with RF Modules

List of Figures

  • Figure 1: Structure of Wireless Communications System
  • Figure 2: Company Value of Broadcom, Skyworks, and Qorvo, 2015 - 2018
  • Figure 3: Sales Revenue of Broadcom, Skyworks, and Qorvo, 2015 - 2018
  • Figure 4: R&D Spending of Broadcom, Skyworks, and Qorvo as Percentage of Total Revenue, 2015 - 2018
  • Figure 5: Worldwide Smartphone Shipment Volume, 2015 - 2021

List of Companies:

  • Advanced Wireless Semiconductor Company
  • Alpha
  • Avago
  • Broadcom
  • Conexant
  • GCS
  • H3C
  • Huawei
  • Infineon
  • Isolink
  • MediaTek
  • NEC
  • Netgear
  • Northrop Grumman
  • NXP
  • Qorvo
  • Qualcomm
  • Raytheon
  • RFMD
  • Samsung
  • Skyworks
  • TDK
  • TriQuint Semiconductor
  • Win Semiconductor
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