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    Navian Marketing Report

    ~Medium-term forecast of RF Circui t Trend &

    RF Devices / Modules Market in LTE Spread Period~

    RF Devices/Modules For Cellular

    CY2012-2013Released August 15th 2012

    RF Devices / Modules For Cellular in This Report

    Front end ModuleASMRX ModuleTX ModulePAiDFEMiDFILTER BANK

    Duplexer Bank) Antenna SwitchFor Main RFFor RX DiversityPower

    Ampli fier Modul e Duplexer Band Pass Filter

    Report Sample

    Outline of the report

    RF Devices/Modules For Cellular 20122013 English version

    -PDF file & Excel file-

    The due date of issue August 15th2012

    Number of slides 180 SLIDES : MS PowerPoint based

    PDF file of report/Excel data/JPEG files of Teardown photosPrice

    220,000JPN for Years subscribers of Navian quarterly report

    270,000JPN Customers who have purchased Navian quarterly report within 1year

    320,000JPN Customers who have not purchased Navian quarterly report within 1year

    * Additional notes for companies with more than 10,000 employees on a consolidated basis.

    If you will share our reports between different departments or subsidiaries and affiliated companies, you need to purchase the corporate license. Please

    contact us.

    Method of orderBY Attached FAX ORDER FORM Fax.+81-3-5303-1304BY Email [email protected] with your information as same as FAX ORDER FORM

    PAYMENTPlease Bank Transfer in Japanese Yen to the bank account of the Navian, Inc.The reports bill will be sent with the report.Payment term is within 1 month after you receive the report.

    PUBLISHERNavian Inc. http://www.navian.co.jpmailto:[email protected],Zenpukuji, Suginami-ku, Tokyo 167-0041 JAPANTel.+81-3-5303-1303/Fax. +81-3-5303-1304

    Cellular Terminal Shipment Forecast

    3G/4G Band Plan

    RF Circuit Technics Road Map

    FEM Market Trend & Forec ast:CY2010-CY2016

    Sub Front End Module Variation & Examples

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    www.navian.co.jp

    Navian marketing research reportONTENTS

    RF Devices/Modules For Cellular Terminal

    2012-2013

    Phase1. CELLUL AR TERMINAL SHIPMENT AND UPDATE

    I. CELLULAR TERMINAL SHIPMENT AND UPDATE

    1. Outline of Cellular Terminals by Product Category

    2. Cellular Terminal Annual Shipment

    3. History & Forecast

    CY2000-CY2012

    4. Annual Cellular Terminal Shipment Trend by Product Type

    5. Annual Cellular Terminal Shipment Trend by Cellular Standard6. Annual Cellular Terminal Market Share Trend

    7. CY2010: Cellular Terminal Shipment by Maker & Product Type

    8. CY2011: Cellular Terminal Shipment by Maker & Product Type

    9. CY2012: Cellular Terminal Shipment by Maker & Product Type

    10. CY2010-CY2011:Cellular Terminal Shipment by Maker & Standard

    11. CY2012: Cellular Terminal Shipment by Maker & Cellular Standard

    II. Cellular Terminal Shipment Forecast CY2016

    1. Road map of Cellular Standard

    2. Cellular Multi-band/Multi-mode Trend

    3. Cellular Terminal Forecast by Product Type

    4. Cellular Terminal Forecast by Cellular Standard

    5. Band Count Forecast by Duplex Method

    6. Band Count/Terminal Forecast by Duplex Method

    7. FDD Band Count Forecast

    8. 3G/4G Band Plan

    9. FDD Band Forecast by Band Plan

    10. RX Diversity Compatible Terminal forecast

    11. Cellular Terminal Shipment Forecast: Detail

    Phase2. 3G/4G RF Platform Analysis

    I. Apple vs.Samsung

    1. Apple & SAMSUNG Major Products Shipment Forecast in CY2012

    2. SAMSUNG RF Platform Outline by Product

    3. RF Device & Module Count for iPhone & GALAXY S

    4. iPhone 3G-4GS/GALAXY S - S III(3G&LTE)

    5. RF Device & Module Count for iPhone & GALAXY S

    6. iPhone 3G-4GS/GALAXY S - S III(3G&LTE)

    7. RF Devices & Modules for iPhone & GALAXY S

    8. iPhone 3G-4GS/GALAXY S - S III(3G&LTE)

    9. RF Devices & Modules for iPhone & GALAXY S

    10. iPhone 3G-4GS/GALAXY S - S III(3G&LTE)

    11. RF Devices & Modules for iPhone & GALAXY S

    12. iPhone 3G-4GS/GALAXY S - S III(3G&LTE)

    13. Comparison RF Circuit GALAXY Y DUOS & GALAXY MINI 2 : Low-end

    14. Comparison RF Circuit

    15. GALAXY S II & III : UMTS/GSM Version

    16. Comparison RF Circuit GALAXY S II & III : LTE/UMTS/GSM Version

    17. GALAXY S Advance

    18. Comparison RF Circuit Apple 4 & Apple 4S

    19. Apple drive Multi-band/Multi-mode

    20. iPhone/iPad Shipment Forecast

    21. iPhone/iPad Shipment Forecast: Detail

    II. UMTS/GSM Platform Trend

    1. UMTS RF Platform share Trend

    2. UMTS/GSM RF Platform share by Terminal Brand

    3. UMTS/GSM RF Platform Status

    4. Major Products & RF Devices/Modules

    5. UMTS/GSM RF Platform Example Qualcomm for Apple iPhone4S SIDE-A

    6. Apple iPhone4S Main RF

    7. UMTS/GSM RF Platform Example Qualcomm for Apple iPhone4S SIDE-B

    8. Apple iPhone4S Sub RF -RX Diversity-

    9. Apple iPhone4S RF Block Diagram

    10. UMTS/GSM RF Platform Example ST-Ericsson for SAMSUNG GALAXY S Advance11. SAMSUNG GALAXY S Advance RF Block Diagram

    12. UMTS/GSM RF Platform Example Broadcom for SAMSUNG GALAXY Y DUOS

    13. SAMSUNG GALAXY Y DUOS RF Section

    14. SAMSUNG GALAXY Y DUOS RF Block Diagram

    15. UMTS/GSM RF Platform Example MediaTek(MTK) for Lenovo A60

    16. Lenovo A60 RF Block Diagram

    17. UMTS/GSM RF Platform Example ICERAfor ZTE MF691 USB Modem - SIDE A

    18. UMTS/GSM RF Platform Example ICERAfor ZTE MF691 USB Modem - SIDE B

    19. ZTE MF691 USB Modem RF Block Diagram

    20. UMTS/GSM RF Platform Example IMC for Huawei E369 HSPA+ 3G USB Modem

    21. Huawei E369 HSPA+ 3G USB Modem RF Block Diagram

    22. Teardown Summary 1/3 - Product Outline/RF IC/Base band/FEM -

    23. Teardown Summary 2/3 - Power Amplifier Module/Duplexer -

    24. Teardown Summary 3/3 - Band Pass Filter/XTALs/Others -

    III. LTE RF Platform Trend

    1. LTE RF Platform share by Terminal Brand

    2. LTE RF Platform share by Terminal Brand Detailed data-

    3. LTE RF Platform Status & Forecast4. Major Products & RF Devices/Modules

    5. LTE RF Platform Example Qualcomm for SAMSUNG GALAXY SII Skyrocket

    6. SAMSUNG GALAXY SII Skyrocket Main RF

    7. SAMSUNG GALAXY SII Skyrocket RF Block Diagram

    8. LTE RF Platform Example Qualcomm for CSL 4G LTE Modem

    9. CSL4G LTE Modem RF-1

    10. CSL4G LTE Modem RF-2

    11. CSL4G LTE Modem RF Block Diagram

    12. LTE RF Platform Example Qualcomm for SAMSUNG Droid Charge SIDE-A

    13. SAMSUNG Droid Charge SIDE-ACDMARF

    14. SAMSUNG Droid Charge SIDE-B

    15. SAMSUNG Droid Charge SIDE-ACDMARF

    16. SAMSUNG Droid Charge RF Block Diagram

    17. Teardown Summary 1/3 - Product Outline/RF IC/Base band/FEM -

    18. Teardown Summary 2/3 - Power Amplifier Module -

    19. Teardown Summary 3/3 - Duplexer/Band Pass Filter/XTALs/ etc -

    20. 3G/4G Platform Share

    Phase3. RF Circuit technic Trend & Forecast

    I. RF Circuit Technics Road Map

    II. RX Diversity

    III. Multi-band/Multi-mode PAM Example & Trend

    IV. Carrier Aggregation Circuit Forecast

    V. Band Pass Filter Elimination Technic & Circuit

    VI. Band Pass Filter Elimination Status in 3G/4G

    VII. Dual RF Example & Trend

    VIII. Half Duplex will simplify 4G RF Circuit

    IX. Raise expectations for Tunable Devices

    X. Antenna Support Technics

    XI. SAMSUNG is Positive to adopt Antenna Tuning

    XII. Tunable Duplexer Circuit Forecast

    Phase4. RF Devices / Modules Market Status & Forecast

    I. Front End Module Market Overview

    1. RF Devices / Modules Total Market Forecast2. RF Devices / Modules Total Market Forecast Detail Data

    3. Front End Module Variation & Circuit Examples

    4. Sub Front End Module Variation & Circuit Examples

    5. Front End Module & Sub Front End Module Variation & Outline

    6. FEM Market Forecast

    II. RF Devices / Modules For Cellular Total Market Trend & Forecast

    1. RF Devices / Modules For Cellular Market Share Breakdown -CY2010-

    2. RF Devices / Modules For Cellular Market Share Breakdown -CY2011-

    3. RF Devices / Modules For Cellular Market Share Breakdown -CY2012-

    4. Front End Module Market Trend & Forecast by Product Type

    1. Front End Module Market Trend & Forecast by Product Type : Line Chart

    2. Front End Module Market Trend & Forecast by Product Type : Detail Data

    3. Sub Front End Module Market Trend & Forecast by Product Type

    4. Sub Front End Module Market Trend & Forecast by Product Type : Line Chart

    5. Sub Front End Module

    6. Market Forecast : Detailed Data

    III. Antenna Switch Module Market Trend & Forecast

    1. Antenna Switch Module Market Size Trend & Forecast by Product Type2. Antenna Switch Module Market Forecast : Detailed Data

    3. ASM Market Share Trend

    4. ASM Market Share Breakdown per Product Type

    IV. RX Module Market Trend & Forecast

    5. RX Module Market Size Trend & Forecast by Product Type

    6. RX Module Market Forecast : Detailed Data

    7. RX Module Market Share Trend

    8. RX Module Market Share Breakdown per Product Type

    V. TX Module Market Trend & Forecast

    1. TX Module Market Size Trend & Forecast by Product Type

    2. TX Module Market Forecast : Detailed Data

    3. TX Module Market Share Trend

    4. TX Module Market Share Breakdown per Product Type

    VI. FEMiD Market Trend & Forecast

    1. FEMiD Module Market Size Trend & Forecast by Product Type

    2. FEMiD Module Market Size Trend & Forecast by Duplexer Count

    3. FEMiD Market Forecast : Detailed Data

    4. FEMiD Market Share Trend

    5. FEMiD Market Share Breakdown per Product Type

    VII. RX Diversity & Filter Bank Market Trend & Forecast

    1. RX Diversity Module Market Size Trend & Forecast by Product Type

    2. RX Diversity Module Market Forecast : Detailed Data

    3. Filter Bank Market Size Trend & Forecast by Product Type

    4. Filter Bank Market Forecast : Detailed Data

    5. RX Diversity Module &Filter Bank Market Share Trend

    6. Filter Bank Market Share Breakdown per Product Type

    VIII. Duplexer Bank Market Trend & Forecast

    1. Duplexer Bank Market Size Trend & Forecast by Product Type

    2. Duplexer Bank Market Forecast : Detailed Data

    3. Duplexer Bank Market Share Trend

    4. Duplexer Bank Market Share Breakdown per Product Type

    IX. PAiD Market Trend & Forecast

    1. PAiD Market Size Trend & Forecast by Product Type

    2. PAiD Market Size Trend & Forecast : Detailed Data

    3. PAiD Market Share Trend4. PAiD Market Share Breakdown per Product Type

    5.Front End Module Supply chain

    X. Antenna Switch Market Trend & Forecast

    1. Antenna Switch Applications

    2. Antenna Switch Market Size Trend & Forecast by Product Type

    3. Antenna Switch Market Size Trend & Forecast by Substrate

    4. Antenna Switch Market Size Trend & Forecast by Throw Count

    5. Antenna Switch Market Forecast

    6. Detailed Data by Substrate

    7. Antenna Switch Market Forecast

    8. Detailed Data by Throw Count : Quantity Basis

    9. Antenna Switch Market Forecast

    10. Detailed Data by Throw Count : Amount Basis

    11. Antenna Switch for Main RF Market Share Trend

    12. Antenna Switch for Main RF =>SP7T Market Share Trend

    13. Annual Antenna Switch for Main RF

    14. Market Share Breakdown per Product Type

    15. Annual Antenna Switch for Diversity16. Market Share Breakdown per Product Type

    17. Antenna Switch Supply chain

    XI. Power Amplifier Module Market Trend & Forecast

    1. Power Amplifier Module Market Size Trend & Forecast by Product Type

    2. Multi-band/Multi-mode PAM Market Size Trend & Forecast by Product Type

    3. Power Amplifier Module Market Size Trend & Forecast : Detailed Data

    4. PAM TOTALMarket Share Trend

    5. 3G/4G PAM Market Share Trend

    6. 3G/4G PAM Supply chain

    7. M/M PAM Type & Supply Chain

    8. Multi-band/Multi-mode PAM Market Share Trend

    9. MM PAS hipment Breakdown per Manufacturer

    10. Power Amplifier Module Market Share Breakdown per Product Type

    XII. Duplexer Market Trend & Forecast

    1. Duplexer Market Size Trend & Forecast by Product Type

    2. Duplexer Market Size Trend & Forecast by Band

    3. Duplexer Market Forecast by Band : Detailed Data

    4. Duplexer Market Forecast : Detailed Data -Quantity-

    5. Duplexer Market Forecast : Detailed Data -Amount-

    6. Duplexer Market Share Trend

    7. Duplexer Supply chain

    8. Duplexer Market Share Breakdown per Product Type 1/2

    9. Annual Duplexer Market Share Breakdown per Product Type 1/2

    XIII. BPF Market Trend & Forecast

    1. Band Pass Filter Market Size Trend & Forecast by Product Type

    2. Band Pass Filter Market Size Trend & Forecast : Detailed Data

    3. BPF Market Share Trend BPF Market Share Data

    http://www.navian.co.jp/http://www.navian.co.jp/
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    ORDER FORM

    ATTN: NAVIAN INC.Fax+81-3-5303-1304

    RF Devices/Modules For Cellular TerminalQuarterly Market Report

    Report Title Price Initial

    RF Devices/Modules For Cellular 2012-2013English verion

    For Years subscribers of Navian quarterly reportJPY220,000

    RF Devices/Modules For Cellular 2012-2013English verion

    For Customers who have purchased Navian quarterly report within 1yearJPY270,000

    RF Devices/Modules For Cellular 2012-2013English verionFor Customers who have not purchased Navian quarterly report within 1year JPY320,000

    * Additional notes for companies with more than 10,000 employees on a consolidated basis.

    If you will share our reports between different departments or subsidiaries and affiliated companies, you need to purchase the

    corporate license. Please confer with us.

    YOUR P.O. NUMBER For our invoice referencing purpose.

    Date of order (YYYY) / (MM) / (DD)

    First name Last name

    Company

    Job title Department

    Address

    State/Province Zip code Country

    Contact Phone FAX

    E-mail @

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    RF Devices/Modules For Cellular Terminal

    2012 2013

    Navian Inc.

    2-18-2 Zenpukuji, Suginami-ku,

    Tokyo 167-0041 JAPAN

    Tel.03-5303-1303 Fax. 03-5303-1304

    ~Medium-term forecast of RF Circuit Trend &

    RF Devices / Modules Market in LTE Spread Period~

    August 15, 2012

    Report Sample

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    Estimate by Navian 2012 Navian Inc All rights reserved. 3

    Outline of Cellular Terminals by Product Category

    Traditional Handset

    Mobile Phone

    Fixed Wireless Terminal

    WWAN Terminal

    Embedded Module

    Adapter

    Smart Phone

    T

    e

    P

    e-Book Reader

    Tablet PC

    E

    R

    e

    Cellular Terminal Notes

    NEW mobile devices 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 laptops standard equipment (via Mini PCI express).

    Smart Phone Uses universal OS with API disclosed.

    Native software available as add-on.

    Traditional Handset 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.

    Non-Voice Voice

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    Estimate by Navian 2012 Navian Inc All rights reserved. 14

    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.

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    Estimate by Navian 2012 Navian Inc All rights reserved. 86

    RF Circuit Technics Road Map

    RF circuit technics T RG T

    CY2009 CY2010 CY2011 CY2012 CY2013 CY2014 CY2015 CY2016

    RX Diversity Performance

    ImprovementAntenna Tuning/Support

    Diplexer +Dual port SW

    Performance

    Improvement

    Dual Antenna(TRX)

    Performance

    Improvement Tunabule Capasitor by Switch

    Performance

    Improvement

    RX balancedRX Interstage Filterless

    Cost/Space

    Reduction UMTS/GSM RX

    Co-bandingCost/Space

    Reduction UMTS TX Interstage

    FilterlessCost/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/SpaceReduction

    RX un-balanced

    RX Interstage FilterlessCost/Space

    Reduction Half-Duplex Cost/Space

    Reduction Tunable Duplexer Cost/Space

    Reduction

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    Estimate by Navian 2012 Navian Inc All rights reserved. 99

    RF Devices / Modules Total Market Forecast

    2012RF Devices / Modules For Cellular23.1%8,371Million Dollars

    201615,231Million Dollars

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    Estimate by Navian 2012 Navian Inc All rights reserved. 101

    Front End Module Variation & Circuit Examples

    UMTS/U

    MTSTRANSC

    EIVER

    ASMAntennaSwitchModule

    AntennaSwitch+Low Pass

    Filters

    TXModule

    ASM+GSMPowerAmplifier

    RXModule

    ASM+GSMRXBandPassFilters

    FEMiDFEMinDuplexer

    ASM+Duplexers

    LTE/UMTS/GSM

    RF Block-Diagram

    The classification

    of Front End Module

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    Estimate by Navian 2012 Navian Inc All rights reserved. 103

    Front End Module & Sub Front End Module

    Variation & Outline

    FEM/Sub FEM Front End Modules abbr. AntennaSwitch

    Duplexer PA BPF

    Front End Module Antenna Switch Module ASM Required Case-by-case

    FEM RX Module RXM Required Required

    TX Module TXM Required Required

    Front End Module

    in DuplexerFEMiD Required Required Case-by-case

    Sub Front End Modul RX Diversity Module RDM Required Required

    Sub FEM Filter Bank Mdule FBM Required

    Duplexer Bank Mdoule DBM Required Case-by-case

    Power Amplifier

    in DuplexerPAiD Required Required Case-by-case

    Market Size of Antenna Switch/Duplexer/PA/BPF Including demand for Front End Modules in this report

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    Estimate by Navian 2012 Navian Inc All rights reserved. 118

    RX Module

    Market Size Trend & Forecast by Product Type

    The market for RX Module is limitedin size due to its replacement with

    Antenna Switch Module and TX

    Module.

    Most of the demand for RX Module isfor 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 adoptthe RX Module is low, and its market

    is seeing a very low potential.