RF Front-EndModule Comparison2020 Vol

©2020 by System Plus Consulting | SP20522 – RF Front-End Module Comparison 2020 - Volume 2 | Sample 1

22 bd Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr

RF Front-End Module Comparison2020 – Vol.2

Evolution of Huawei‘s Flagships: From Mate 8 to Mate 30 Pro 5G

SP20522 - RF report by Stéphane ELISABETHApril 2020 – Sample

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

http://www.systemplus.fr/



Table of ContentsOverview / Introduction 4

o Executive Summary

o Reverse Costing Methodology

Company Profile 9

o Huawei:

• Mate and P Series History & RF Suppliers

• Mate Series Teardown: Mate 8, Mate 9, Mate 10, Mate 20, Mate 20 X 5G and Mate 30 Pro 5G

• Mate Series RF Chipset

• P Series Teardown: P9, P10, P20 Pro, P30 Pro

• P Series RF Chipset

• Huawei P40 Pro 5G Chipset Comparison: P30 Pro and Mate 30 Pro 5G

Physical Analysis Summary 35

o Summary of the analyzed RF components: Devices, SiP Packaging,

Module

o Comparative Analysis:

Band Distribution and Evolution, Evolution of the Main Supplier

Physical Comparison 47

o Area Distribution per Supplier & Function: From 2015 to 2019

o Device in Module distribution: From 2015 to 2019

o Material Distribution: From 2015 to 2019

o Supported band and Component Distribution: From 2015 to 2019

o RF Architecture Evolution: From 2015 to 2019

o Flagship Evolution: P series and Mate Series

Board, Chipset, Cost

o Flagship Comparison: Huawei Mate 20 Pro 5G vs. Samsung S20 Ultra 5G

vs. Apple iPhone 11 Pro

Board, Chipset, Cost

Cost Comparison 68

o Cost Distribution: From 2015 to 2019

Per Supplier, Per Region, Per Function

Market Analysis 72

o Smartphone & Supplier OEM Market Share

o RFFE Market Ecosystem & Forecast

Physical Analysis 77

o Broadcom Devices Summary & Analysis 78

o Front-End Module & RF Components

Package View & Dimensions

Package Opening

Active Dies: Power Amplifier, SPxT Switch, LNA, RFIC

Passive Dies (SAW Filter, BAW Filter, IPD)

Components Summary

o Skyworks Devices Summary & Analysis 83


Module Analysis

o Murata Devices Summary & Analysis 149


Module Analysis

o Qorvo Devices Summary & Analysis 195


Module Analysis

o Qualcomm Devices Summary & Analysis 257


Module Analysis

o Infineon and NXP Devices Summary & Analysis 268


Module Analysis

o HISilicon and Maxscend Devices Summary & Analysis 283


Module Analysis

o On Semi. and STMicro. Devices Summary & Analysis 287


Module Analysis

o Intersil, National Semi. and Sony Devices Summary & Analysis 295


Module Analysis

Feedbacks 299

SystemPlus Consulting services 301




Overview / Introductiono Executive Summaryo Methodologyo Glossary

Company Profile & Supply Chain

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Executive Summary

This first volume has been conducted to provide insight on technology data for RF FEM and Components in Smartphones. The report includes the study of at least eighty FEM and several components found in ten smartphones: Huawei Mate and P series, from 2015 to 2019.

With teardowns of a large variety of smartphones, the main RF Modules and components have been extracted and physically analyzed, from the output of the transceiver to the antenna. Packaging, sizes and technologies have been studied to provide alarge panel of OEM technical and economical choices and an overview of the market.

The report includes a description of each component and statistical analyses for most of front-end modules. It also tries to explain the OEMs choices and the supplier tendencies. Finally, cost estimation of the module and filter impact are given.

Note:

Antenna tuner has been integrated in this report.

Discrete filters and duplexer has been integrated in this report.

Wifi and Bluetooth Module analyses are not included in this report.




Overview / Introductiono Executive Summaryo Methodologyo Glossary


Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Executive Summary

RF Front-End Module Comparison 2020 – Vol. 1Study on Smartphones on Q3 2019

RF Front-End Module Comparison 2020 – Vol. 2Study on Huawei Smartphones

The report includes the study of at least twenty FEM and several components found in three smartphones: Apple iPhone 11 Pro, Samsung Galaxy Note10+ and OnePlus 7 Pro 5G. Also, it came along with a database including information on 485 components in 17 smartphones.

The report includes the study of at least eighty FEM and several components found in ten smartphones: Mate and P series from 2015 to 2019. Also, it came along with a database including information on 483 components in 13 smartphones.

Serie Generation Version # of Components

11 Pro 26

11 - 20

11 Pro Max 27

Note 10 Plus 19

Note 10 - 33

A80 - 22

Fold - 24

Xcover 4 S 21

OnePlus OnePlus 7 Pro 5G 33

Meizu - 16 S 22

Xiaomi Black Shark 2 - 41

Asus ROG Phone II - 33

Motorola One Vision - - 28

Huawei Mate 20 X (5G) 45

Oppo Reno - 5G 24

Royole FlexPai - - 31

LG Electronics V50 ThinQ 5G 36

Total 485

Smartphone List

iPhone

Galaxy Samsung

AppleSerie Generation Version Addon # of Components

30 Pro 5G 60

20 X 5G 45

20 - - 22

10 Lite - 34

10 - - 28

9 - - 40

8 - - 42

30 Pro - 41

30 - - 31

20 Pro - 37

10 - - 45

9 - - 30

9 Lite - 28

Total 483

Smartphone List

Mate

PHuawei

Huawei




Overview / Introduction

Company Profile & Supply Chain o Huaweio Mate Serieso P Series

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Huawei Smartphone History & RF Major Players

Q4 2015 Q1 2016 Q4 2016 Q1 2017 Q4 2017 Q2 2018 Q4 2018 Q1 2019 Q3 2019 Q4 2019

Mate 8 P9 Mate 9 P10 Mate 10 P20 Mate 20 Mate 20 X P30 Mate 30






Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Huawei Smartphone Teardown – Mate Series

Q4 2015 Q4 2016 Q4 2017 Q4 2018 Q1 2019 Q4 2019

Mate 8 Mate 9 Mate 10 Mate 20 Mate 20 X 5G Mate 30 Pro 5G






Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Huawei Smartphone Teardown – Mate Series






Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Huawei Smartphone Teardown – P Series






Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Huawei Smartphone Teardown






Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Huawei Smartphone Teardown – P40 Pro 5G






Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Huawei Smartphone Teardown – Mate 30 Pro 5G vs. P40 Pro 5G






Components Summaryo List of deviceso Band Distributiono Main Supplier

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Components Summary

Manufacturer Model Type

Broadcom ACFM-2013 Multiplexer

HiSilicon

Hi6D05V100 LNA/Switch


HI6H02TV100 LNA/Switch

HI6H01TV100 LNA/Switch

HI6H01SV100 LNA/Switch



HI6H12V100 LNA/Switch


HI6H13V100 LNA/Switch

Infineon

BGSX22G2A10 Switch

BGS14MPA9 Switch

BGSA12UGL8 Switch

BGA7H1BN6 Switch

Intersil ISL9110 RFIC

Maxscend

MXD8540X Switch

MXD8543S Tuner

BS Tuner

SN Switch

Murata

446# FEM

429# PAM

438# FEM

324# Diversity

434# Diversity

XMSS120 Switch

XMSS-054 Switch

National Instruments LM3243B RFIC

NXPBGU8009 LNA

BGS8M2 LNA


NXP

BGU8M1 LNA

BGS8H2 LNA

BGU8H1 LNA

BGS8L2 LNA

On Semiconductor

TCC-103 Tuner

TCP-3027HA Tuner

Jxx Tuner

Kxx Tuner

TCP-4182UB TunerQualcomm QDM2305 Diversity

Qorvo

QM77031 HB/MB PAMiD

QM77033 LB PAMiD

RF3240A PAM

RF7460 PAM

TQF6297 HB PAMiD

QM11101 Diversity

RF1491A Switch

QM17001 FEM

QM25002 Multiplexer

RF1681 Diversity

RF1643 Switch

RF1646 Switch

RF1119 Tuner

QM13125 Tuner

QM11022A Switch

RF1117 Tuner

QM13141 Tuner

QM12114 Switch

RF1628 Switch

QM12112 Switch


QorvoQM12002 Switch

RF1630 Switch

Skyworks

SKY78191 LB PAMiD

SKY78113 LB PAMiD

SKY78114 MB PAMiD

SKY78117 HB PAMiD

SKY13630 FEM

SKY77360 PAM

SKY13455 FEM

SKY13552 Switch

SKY13416 Switch

SKY85203 LNA/Switch

SKY13598 Switch

SKY19237 Switch

SKY19225 Tuner

SKY13699 Switch

SKY19003 Tuner

SKY19249 Tuner

SKY13582 Switch

SonyCXA4448 Switch

CXA4403 Switch

STMicroelectronicsSTPTIC27L2 Tuner

STPTIC27C4 Tuner

STPTIC-82C4 Tuner

• These Component will be opened, and the die pictures will be presented in this report.

• The list regroup all the main components found in the Mate and P series since 2015.







Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Band Distribution per Phones







Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Components Summary – Supplier Evolution in number of components






Components Summary

Physical Comparisono Area Distribution by Suppliero Area Distribution by Functiono Evolution of Area o Distribution in Moduleso Evolution Distribution in Moduleso Evolution of Filters in Moduleso Material Distributiono Evolution of Silicon Consumptiono Supported band & Component

Distributiono RF Architecture Evolutiono Flagship Evolution: Mate Series, P

Series, Apple vs. Samsung vs. Huawei

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Smartphone Comparison – Material Distribution






Components Summary




Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

RF Architecture Evolution






Components Summary




Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Flagship Comparison – Huawei vs. Samsung vs. Apple

Mate 30 Pro 5G

RF Board Area: XX mm²

Galaxy S20 Ultra 5G


iPhone 11 Pro







Components Summary

Physical Comparison

Cost Comparisono Cost Distribution by Suppliero Evolution of Cost by Regiono Cost Distribution by Function

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Flagship Evolution – Cost Distribution






Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis o Broadcom Analysis o Skyworks Analysiso Murata Analysiso Qorvo Analysiso Qualcomm Analysiso Infineon Analysiso NXP Analysiso HiSilicon Analysiso Maxscend Analysiso On Semiconductor Analysiso STMicroelectronics Analysiso Intersil, National Semi., Sony

Analysis

Feedbacks

Related Reports

About System Plus

RF Components Summary






Components Summary

Physical Comparison

Cost Comparison

Market Analysis


Analysis

Feedbacks

Related Reports

About System Plus

RF Components Summary

SKY78191

P30 Pro Mate 20 X (5G)P20 ProP10P9 Mate 30 Pro 5GMate 20Mate 10Mate 8 Mate 9






Components Summary

Physical Comparison

Cost Comparison

Market Analysis


Analysis

Feedbacks

Related Reports

About System Plus

SKY78191 – Package View & Dimensions






Components Summary

Physical Comparison

Cost Comparison

Market Analysis


Analysis

Feedbacks

Related Reports

About System Plus

SKY78191 – Package Opening & Diagram






Components Summary

Physical Comparison

Cost Comparison

Market Analysis


Analysis

Feedbacks

Related Reports

About System Plus

SKY78191 – EMI Shielding & Discretes

Package Opening – Optical View©2020 by System Plus Consulting

SMD 01005 number: XX

SMD 0201 number: XX






Components Summary

Physical Comparison

Cost Comparison

Market Analysis


Analysis

Feedbacks

Related Reports

About System Plus

SKY78191 – Actives – Power Amplifier


• Die Area: XX mm²

(XX x XX mm)

• Die Marking: XX

• Die Substrate: XX

Power Amplifier Die View – Optical View©2020 by System Plus Consulting

Power Amplifier Die View – Optical View©2020 by System Plus Consulting


(XX x XX mm)

• Die Marking: XX







Components Summary

Physical Comparison

Cost Comparison

Market Analysis


Analysis

Feedbacks

Related Reports

About System Plus

SKY78191 – Actives – SPxT Switch



(XX x XX mm)

• Die Marking: XX


Switch Die View – Optical View©2020 by System Plus Consulting

Switch Die View – Optical View©2020 by System Plus Consulting


(XX x XX mm)

• Die Marking: XX







Components Summary

Physical Comparison

Cost Comparison

Market Analysis


Analysis

Feedbacks

Related Reports

About System Plus

SKY78191 – Actives – RFIC


(XX x XX mm)

• Die Marking: XX


RFIC Die View – Optical View©2020 by System Plus Consulting







Components Summary

Physical Comparison

Cost Comparison

Market Analysis


Analysis

Feedbacks

Related Reports

About System Plus

SKY78191 – Passives – Filters


Die Area : XX mm² (XX x XX mm)

(Die 1)


(Die 4)


(Die 2)


(Die 3)






Components Summary

Physical Comparison

Cost Comparison

Market Analysis


Analysis

Feedbacks

Related Reports

About System Plus

SKY78191 – Component Summary

XX % /RF Board Area

Module Area: XX mm²Module Cost $XX

PAMiDNumber of dies in

ModuleTotal Die Area (mm²)

Filter (Type) XX (XX) XX (XX)

Switch XX XX

Power Amplifier XX XX

RFIC XX XX

LNA XX XX

IPD XX XX

Passives SMD XX XX

Blank Space - XX

Total XX XX

XX % /RF Board Area






Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Related Reports

MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT

ADVANCED PACKAGING• 5G’s Impact on RF Front-End Module and Connectivity for Cell

phones 2019• System-in-Package Technology and Market Trends 2020

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

RF & PACKAGING• RF Front-End Module Comparison 2020 – Volume 1• Qualcomm’s First 5G mmWave Chipset: SDX50M and

QTM052• Qorvo QM76018 RFFEM in the Apple iPhone Xr• Murata Incredible High Performance (IHP) SAW Filter• Broadcom AFEM-8092 System-in-Package in the Apple

iPhone Xs/Xr Series



https://www.i-micronews.com/products/system-in-package-technology-and-market-trends-2020/


https://www.i-micronews.com/products/5gs-impact-on-rf-front-end-module-and-connectivity-for-cell-phones-2019/




https://www.systemplus.fr/reverse-costing-reports/rf-front-end-module-comparison-2020-volume-1/

https://www.systemplus.fr/reverse-costing-reports/qualcomms-first-5g-mmwave-chipset-sdx50m-and-qtm052/

https://www.systemplus.fr/reverse-costing-reports/qorvo-qm76018-rffem-in-the-apple-iphone-xr/

https://www.systemplus.fr/reverse-costing-reports/murata-incredible-high-performance-ihp-saw-filter/

https://www.systemplus.fr/reverse-costing-reports/broadcom-afem-8092-system-in-package-in-the-apple-iphone-xsxr-series/




SystemPlusConsultingSERVI CES




Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Pluso Company serviceso Contacto Legal

Business Models Fields of Expertise

Custom Analyses(>130 analyses per year)

Reports(>60 reports per year)

Costing Tools

Trainings






Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Pluso Company serviceso Contacto Legal

Contact

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