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From Technologies to Markets
© 2021
5G's impact on RF Front-End for
Telecom Infrastructure 2021
Sample
Market and Technology
Report 2021
2
• Glossary and definitions 2
• Table of contents 4
• Scope of the report 6
• Methodologies & definitions 7
• About the authors 8
• Companies cited in this report 9
• What we got right, What we got wrong 10
• Executive summary 11
o Why this report 12
o Market dynamics 13
o Market outlook 21
o Market share 42
o Outlook 47
• Market forecasts 48
o System level forecast (Mu) 49
o RF line forecast (Mu) 57
o RF components forecast (Mu, $M) 63
o Wafer forecast (kw) 73
TABLE OF CONTENTS
Part 1/1
• Market trends 79
o Market dynamics 80
o Regional dynamics 87
o Network transformation 94
o What to look out for 102
• Market shares and supply chain 105
o Market shares 107
o Telecom infrastructure market ecosystem 113
o Company information 120
o M&A, collaboration, fundraising 133
o Existing radio units and amplification components 136
• Technology trends 143
o From physical site to antenna system 144
o Architecture 172
o Components 198
Power amplifiers 199
RF switches 218
Filters 225
What to look out for 231
o Beamforming 233
o Technology platforms 244
• Outlook 249
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
3
Antoine BONNABEL
Antoine Bonnabel is a Technology & Market Analyst for the Power & Wireless team at Yole Développement (Yole). He carries out technical,
marketing, and strategic analyses focused on RF devices, related technologies and markets. Prior to Yole, Antoine was R&D Program Manager for
DelfMEMS (FR), a company specializing in RF switches, where he supervised Intellectual Property and Business Intelligence activities. Additionally, he
has co-authored several market reports and is co-inventor of three patents in RF MEMS design. Antoine holds an M.Sc. in Microelectronics from
Grenoble Institute of Technology (France) and an M.Sc. in Management from Grenoble Graduate School of Business (France).
E-mail: [email protected]
Cédric MALAQUIN
As a Technology & Market Analyst specializing in RF devices & technologies at Yole Développement (Yole), Cédric Malaquin is involved in thedevelopment of technology & market reports as well as the production of custom consulting projects. Prior to working with Yole, Cédric wasemployed at Soitec as a Process Integration Engineer for nine years and then as an Electrical Characterization Engineer for six years. Cédric hascontributed heavily to FDSOI and RFSOI product characterization and has authored or co-authored three patents and five international publicationsin the semiconductor field. Cédric graduated from Polytech Lille in France with an Engineering degree in Microelectronics and Material Sciences.
Email: [email protected]
ABOUT THE AUTHORS
Biographies & contacts
Mohammed TMIMI
Mohammed Tmimi, PhD., joined Yole Développement (Yole) as a Junior Technology and Market Analyst, RF Devices & Technologies. Prior to Yole,
Mohammed was engaged in developing a novel approach for RF/mmW high-speed serial links for high-performance chips at STMicroelectronics'
Crolles R&D site in France as part of his Ph.D. . During his Ph.D., he also worked on mmW design in advanced FD-SOI nodes and proposed an original
interconnect technique for 2.5D/3D packaging. Mohammed holds a patent on said serial links and published two scientific papers. Mohammed received
his Nano Electronics and NanoTechnologies Ph.D. from the University of Grenoble Alpes, France. Beforehand, Mohammed graduated from INP
Grenoble (France) with a master's in Microelectronics and held an electronics engineering degree from ENSAO (Morocco).
E-mail: [email protected]
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
4
2021 YOLE RF REPORT COLLECTION
4G/5G Telecom Infrastructure -Technology and Market Trends 2021
Cellular RF Front-End Technologies for
Mobile Handset 2021
5G mMTC and IoT platforms -
Technology and Market Trends 2021
Infrastructure Technologies for 5G-enabled Applications 2021
Wireless Connectivity RF Front-
End Technologies for Consumer Market 2021
Wireless Technologies for Automotive Market 2021
&
Focus on BTS,
Small cells, and
their RF
components
General outlook of all 5G related applications at
system level for infrastructure
Consumer
UE RFFE
components
(BT, WiFi,
NFC,
LTE/5G)
Automotive RF technologies (Radar, V2X, GNSS, 5G)
Massive Machine Type
Communication: LTE-M,
NB-IoT and other 5G / non
5G approaches
Legend: Is looked at in detail in
the following report
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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SCOPE OF THE REPORT
This report covers the global RF infrastructure component market for 4G/5G.
RF front-end component details
RF architecture and RF chain characterization
Frequency and power split
Antenna and radio technologies – Generation split
General 5G market dynamics. Cloud-RAN, 5G end markets and 5G non-consumer-oriented technologies.
Included
Included
Included
Included
Not included
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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METHODOLOGIES & DEFINITIONS
Market
Volume (in Munits)
ASP (in $)
Revenue (in $M)
Yole’s market forecast model is based on the matching of several sources:
Information
Aggregation
Preexisting
information
This report has been written
using Yole’s February 2021
internal end-systems database
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
7
5G is now happening all around the world, with extensive infrastructure deployments. Theuncertainties regarding which technology to adopt and which system-level approach will prevail haveslowly started to disappear, and now the multitude of players are positioning themselves on thedifferent existing technologies.
In this context, we decided to update our report on Telecom Infrastructure which looks at the RFsemiconductor industry players and market in order to help our customers in their decision-makingprocess regarding this very active market.
This report is as thorough as possible regarding the RF component vertical, starting from marketestimates at antenna system level, with the differentiation between 4G and 5G infrastructure, ActiveAntenna Systems and Remote Radio Heads, and going down to RF components in RF lines, and towafer-level estimates for the different technologies used in component manufacturing (e.g., LDMOS,GaN, GaAs, SOI,…).
This report fits well with Yole Développement’s report on RF components for mobile handsets:“Cellular RF Front-End Technologies for Mobile Handset 2021” and subsequent reports looking atother 5G markets: “5G mMTC and IoT platforms - Technology and Market Trends 2021”,“Infrastructure Technologies for 5G-enabled Applications 2021”).
WHY THIS REPORT?
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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5G INFRASTRUCTURE GENERAL MARKET DYNAMICS
Use cases and impact on infrastructure technologies
5G
New modulation techniques
New frequencies
(Sub6 + mmWave)
Cloud-RAN
Network slicing
5G
markets
Enterprise
Consumer
V2X
Industry (IoT)
Infrastructure
RF innovation: MIMO, mMIMO,
beamforming
Macro-cell / small cell / Pico-cell deployments
Front-End innovation (RRH, active antenna)
Backhaul innovation (dual
frequency)
Consumer
Automotive
Industrial
Enterprise
Mobile & FWA
V2X URLLC
mMTC
NaaS
RAN: Radio Access Network
MIMO: Multiple Input Multiple Output
IoT: Internet of Things
V2X: Vehicle-to-everything
mMTC: Massive machine type communication
URLLC: Ultra-Reliable low-latency communication
FWA : Fixed wireless access
NaaS: Network as a service
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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5G INFRASTRUCTURE GENERAL MARKET DYNAMICS
What are the 5G commercial use cases?
Markets
Enterprise (NaaS)
Consumer
(eMBB)
V2X
(URLLC)
Industry (mMTC)
mmWave
small cells
Sub6 small
cells
Sub6
macrosites
Sub6 roadside
macrosites
Sub6 roadside
small cells
Interest in US &
Korea
Interest in
Japan
Interest in
developed
countries
2021 2025
Interest in US, Japan,
Korea & China
Interest in US, Japan,
Korea & China
Worldwide interest
No will for investment
No commercial use case2021
2025Low will for investment
Expected use case
No will for investment
No commercial use case
Will for investment
Expected use case
In-fab Sub6
small cells
Sub6
macrosites
Global
interest
20212025
No interest
Interest via NB
IoT / Cat M
Global
interest
In building
mmWave small cellsPico/Femto cells
No interest2021
2025Common in USA, Japan,
Korea
Interest in USA
Common in USA, Japan,
Korea
2021
2025
Fixed
Wireless
Access
(FWA)
Interest in USA
and China
Common in USA and
China
Report scope
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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TELECOM INFRASTRUCTURE TECHNOLOGIES
What are the Telecom Infrastructure RAN technologies?
RAN
Backhaul
LTE
mmWave
Sub6 NR
Macrosite
Microsite
Outdoor
small cell
mmWave Base-Station
(mmWave BTS)
Global use
Global use
2021 2025
Global use
Global use
First deployments
Low number of
deployments
No deployments
Common in USA, Japan
and Korea
Macrosite
MicrositeGlobal use
20212025
Worldwide
deployment
Worldwide
deployment
Global use
mmWave radio-link Last-mile backhaul
Common use2021
2025Fiber is preferred in
CN/KR/JP
E & D band elsewhere
Low overall use
Common in USA, Japan,
Korea
2021
2025
Indoor small
cell
No deployments2021
2025Common in enterprises,
industries and venues
Indoor small
cell (DAS)
Use in
enterprises
and venues
Low interest
Outdoor
small cell
Low overall
interestLow overall interest
Report scope
Indoor small
cell (DAS)
Low overall
interestLow overall interest
Outdoor
small cellLow overall
interestLow interest
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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Cellular networks get their name from the arrangement of the zones covered into cells. Cells can be any shapeand any size, but depending on the geographic topology of the cell, the base station will emit more or less power.
One trend is to densify the network using small cells, while upgrading already existing macrosites.
Different cell types, with structures emitting at different power levels, are used in a cellular network.
CELLULAR NETWORK STRUCTURE
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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BASICS OF TELECOM INFRASTRUCTURE
Macrosites and macro-cells
Creating new macrosites requires concealment downtown due to urbanization and requires tower creation out-of-town.
Macrosite cell tower with multiple emitting
structures.
In-town macrosites, one concealed at the top of a
tree, another on top of a building.
Macrosites address macro-cells in which
users can receive the radio signal.
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
13
The two approaches differ in terms of size, ease of implementation and usage.
MICROSITES AND SMALL CELLS
LTE microsite antenna and RRH
mounted on mast. Sub6 microsites
follow this approach.
Sub6 microsite mMIMO active antenna mounted on rooftop (top).
WiFi small cell mounted on lamp post (left).
Ericsson strand-mount small cell unit (bottom).
WiFi small cell antenna and RRH
mounted on lamp post. This form
factor / ease of deployment is
sought after for mmWave small
cells.
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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MICRO / MACRO RADIO UNIT AND SMALL CELLS
Street level Building rooftop Mast
Pico/Femto
cells
Radiated power (W)
1
10
100
1000
0.1
Indoor
Radio location
Small cells
Micro
Macro
There are multiple formats of radios.Depending on the power level and theterrain constraint, these radios areinstalled at different levels of thenetwork infrastructure.
Macro are generally featured on top ofmasts or towers but are also installedon rooftops.
Small cells are installed at street leveland address the challenges of networkcapacity and coverage improvement.
Micro can be featured at street levelor on rooftops and are acomplementary offering to fill the gapbetween the macro and the smallcells.
Pico/Femto cells are deployed inindoor environments, therefore theirpower level is limited.
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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Our RF chain segmentation depends on two parameters, power level and frequency.
Power level is defined by two characteristics: the nature of the site (e.g., macrosite, small cell, etc.), the nature ofthe antenna system and the associated number of streams (e.g., remote radio head (RRH), active antenna system(AAS) with 16, 32, or 64 elements, etc.).
Frequency is defined by a set of ranges, whether it is FR1 (sub-6 GHz) or FR2 (mmWave).
RF CHAIN SEGMENTATION
100 W
75 W
25 W
10 W
5 W
2.5 W
250 mW
3 GHz 6 GHz 28 – 39 GHz – 60 GHz
2 streams macrosite RRH
Multi-streams (4, 8) macrosite RRH
mmWave BTS
64, 128 streams
Multi streams (2, 4, 8, 16) small cells
50 W
1 W
massive MIMO AAS
16, 32, 64 or 128 streams
50 mW
25 mW
Po
wer
per
RF c
hai
n (
W)
Operating frequency5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
16
RFIC
1923 22 26
43
58
84
108
137142 142
0 0 1 1 2 512
23
45
62
77
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
RF line macro RF line small cell
TRANSITION FROM REMOTE RADIO UNIT TO MMIMO RADIO
Heading toward a large increase in number of RF components
PADriver
Gain
block
Gain
blockLNA Switch
Main RF line scheme
2x80W, 4x40W, 8x20WPA
module
Gain
block
Gain
block
Rx
module
Main RF line scheme
32x10W, 64x5W
mmWave Beamformer
256x200mW
AE AE
AEAE
RRU
AAS
mmWave
BTS
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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RF COMPONENT TECHNOLOGY PLATFORM FOR INFRASTRUCTURE
By type of component
Gain
block
(Pre-)
Driver
Final
stage
PA
LNA Switch
SiGe
BiCMOS
InGaP HBTpHEMT
GaAs
SiGe
BiCMOS
InGaP HBTpHEMT
GaAs
LDMOS
LDMOSGaN
HEMT
PIN diodeGaN
HEMT
pHEMT
GaAs
RF SoS
RF SOIpHEMT
GaAsRF SOI
SiGe
BiCMOS
Beamformer
module
pHEMT
GaAs
RF SOI
RF SoS
RF CMOS
SiGe
BiCMOS
GaN
HEMT Low Noise Amplifier
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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FINAL STAGE POWER AMPLIFIER TECHNOLOGY EVOLUTION
Power vs. Frequency characteristics 2021
Source: Yole
1000
Output
Power(W)
100
10
1
0.1
0 Frequency(GHz)1 2 4 8 >20
LTE / 5G Sub6 RRHLTE RRH
LTE Macrosites
Active antennas
< 32 elements
LTE / 5G Sub6 Macrosites
Active antennas < 32 elements
LTE / 5G sub6 Macrosites / Microsites
Active antennas
> 32 elements
LTE small cells 5G Sub6 small cells
mmWave Small cells &
Micro BST
Backhaul
SiGeLegend LDMOS GaAs GaN CMOS
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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URBAN SMALL CELL FORECAST
Radio standard view
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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OVERALL RF MARKET FORECAST
By type of component
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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OVERALL INFRASTRUCTURE RFFE MARKET FORECAST
Per technology platform
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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OVERALL WAFER STARTS
By substrate type
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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Infrastructure RF front end market forecast – By type of component
TAM RF front-end
Final stage PA
PreDriver, driver & gain block
LNA, LNA/Switch & switch
Filter
Beamformer
$1.5B
CAGR +4%
$1.2B
2020$2.7B
2025$3.6B
$0.7BCAGR +9%
$0.7B $0.8BCAGR +2%
$0.4B$0.005B
$0.1BCAGR +100%
$0.3BCAGR +11%$0.2B
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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INFRASTRUCTURE RF FRONT END MARKET FORECAST
By technology platform
TAM RF Front End
LDMOS
GaAs
GaN
SiGe, RFSOI, CMOS, SoS, Si
Cavity
Ceramic
MLC, Acoustic
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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INFRASTRUCTURE RF FRONT END WAFER START FORECAST
By substrate type
RF Front End wafer start (kw)
Si 8” eq
GaAs 6”
GaN/SiC 6”eq
GaN/Si 8”eq
SOI 8” eq
LT/LN 6” eq
SoS 6”
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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OVERALL INFRASTRUCTURE RF FRONT-END MARKET SHARES
(*) 2020 RF front-end TAM excluding cavity and ceramic filters
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
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Contact our
Sales Team
for more
information
5G’s Impact on RF Front-End and Connectivity for Cellphones 2020
YOLE GROUP OF COMPANIES RELATED REPORTS
Yole Développement
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
28
Contact our
Sales Team
for more
information
RF Front-End Module Comparison 2020 –Volume 4
RF Front-End Module Comparison2021 –Vol. 1 – Focus on Apple
YOLE GROUP OF COMPANIES RELATED REPORTS
System Plus Consulting
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
29
Yole Group of Companies, including Yole Développement,
System Plus Consulting and PISEO, are pleased to provide
you a glimpse of our accumulated knowledge.
We invite you to share our data with your own network,
within your presentations, press releases, dedicated
articles and more, but you first need approval from Yole
Public Relations department.
If you are interested, feel free to contact us right now!
We will also be more than happy to give you updated data
and appropriate formats.
Your contact: Sandrine Leroy, Dir. Public Relations
Email: [email protected]
HOW TO USE OUR DATA?
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021
30About Yole Développement | www.yole.fr | ©2020
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