Navian Marketing Report Report Sample Marketing Report ~Medium-term forecast of RF Circuit Trend & RF Devices / Modules Market in LTE Spread Period ~ RF Devices/Modules For Cellular

Navian Marketing Report ~Medium-term forecast of RF Circuit Trend &

RF Devices / Modules Market in LTE Spread Period~

RF Devices/Modules For Cellular CY2012-2013

Released August 15th 2012

RF Devices / Modules For Cellular in This Report ①Front end Module（ASM・RX Module・TX Module・PAiD・FEMiD・FILTER BANK・

Duplexer Bank) ②Antenna Switch（For Main RF・For RX Diversity） ③Power Amplifier Module ④Duplexer ⑤Band Pass Filter

Report Sample

■Outline of the report RF Devices/Modules For Cellular 2012 2013 English version

-PDF file & Excel file- ○The due date of issue August 15th 2012 ○Number of slides 180 SLIDES : MS PowerPoint based PDF file of report/Excel data/JPEG files of Teardown photos ○Price ① 220,000JPN for Year’s subscribers of Navian quarterly report’

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■PUBLISHER Navian Inc. http://www.navian.co.jp mailto:[email protected] 2-18-2,Zenpukuji, Suginami-ku, Tokyo 167-0041 JAPAN Tel.+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 & Forecast:CY2010-CY2016

Sub Front End Module Variation & Examples

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Navian marketing research report

－CONTENTS－ RF Devices/Modules For Cellular Terminal

2012-2013

Phase1. CELLULAR 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 Standard 6. 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 Advance 11. 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 ICERA for ZTE MF691 USB Modem - SIDE A 18. UMTS/GSM RF Platform Example ICERA for 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 & Forecast 4. 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. CSL 4G LTE Modem RF-1 10. CSL 4G LTE Modem RF-2 11. CSL 4G LTE Modem RF Block Diagram 12. LTE RF Platform Example Qualcomm for SAMSUNG Droid Charge SIDE-A 13. SAMSUNG Droid Charge SIDE-A CDMA RF 14. SAMSUNG Droid Charge SIDE-B 15. SAMSUNG Droid Charge SIDE-A CDMA RF 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 Forecast 2. 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 Type 2. 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 Trend 4. 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 Diversity 16. 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 TOTAL Market 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 PA Shipment 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

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RF Devices/Modules For Cellular Terminal Quarterly Market Report

Report Title Price Initial

RF Devices/Modules For Cellular 2012-2013 English verion For Year’s subscribers of Navian quarterly report’ JPY220,000

RF Devices/Modules For Cellular 2012-2013 English verion For Customers who have purchased Navian quarterly report within 1year JPY270,000

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

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ATTN: Yoshiyasu Andoh E-mail: [email protected] Navian Inc. 2-18-2, Zenpukuji, Suginami-ku, Tokyo 167-0041, Japan Phone: +81-3-5303-1303 Fax: +81-3-5303-1304

RF Devices/Modules For Cellular Terminal

2012 – 2013

Navian Inc.

2-18-2 Zenpukuji, Suginami-ku, Tokyo 167-0041 JAPANTel.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

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

Tab

let

PC

e-Book Reader

Tablet PCE-book

Read

er

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 laptop’s 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


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.


RF Device & Module Count for iPhone & GALAXY SiPhone 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.

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.

iPhone GALAXY S

3G 3GS 4 4S iPhone S i9000 S II i9100 S II i727 S III i9300 S III i747 GALAXY S AVERAGE

UMTS/GSM UMTS/GSM UMTS/GSM UMTS/GSM Average UMTS/GSM UMTS/GSM LTE/UMTS/GSM UMTS/GSM LTE/UMTS/GSM 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

BPF 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 14pcs 24pcs 19pcs 22pcs*Overlapping demand such as PAs for PAiD, Antenna Switch for FEMs, Duplexers for PAiD & FEMiD & Duplexer Bank etc


Comparison RF CircuitApple 4 & Apple 4S

ASMMURATA

BAND-1/8Duplexer Bank

Triquint

BAND-2 PAiDTriquint

BAND-5 PAiDSkyworks

GSM/UMTS PAMAVAGO

GPS Triplexer ModuleMURATA

AT-XTALNDK

iPhone 4S 2011/10/14Main

Antenna

SubAntenna

GPS LNA

Diversity SwitchSP5T

Infineon

DiversityRX Filter Bank

MURATA UM

TS/C

DM

A/G

SM

TR

AN

SC

EIV

ER

RTR

8605

Qua

lcom

m

DPDT SwitchRFMDSAW

Duplexer

Band-

Filter bankMURATA

TX ModuleSkyworks

Band-

TCXOKDS

Duplexer+PA ModuleTriquint x 2/Skyworkd x2

SAW Duplexer

BAW Duplexer

Bamd-SAW

Duplexer

iPhone 4 2010/6/24

GSM DCS RX

Band-

UM

TS/C

DM

A/G

SM T

RA

NSC

EIVE

RS

MA

RTi

UE

Inte

l

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.


RF Circuit Technics Road MapRF circuit technics TARGET CY2009 CY2010 CY2011 CY2012 CY2013 CY2014 CY2015 CY2016

RX DiversityPerformanceImprovement ➟

Antenna Tuning/SupportDiplexer +Dual port SW

PerformanceImprovement ➟

Dual Antenna(TRX)


Tunabule Capasitor by Switch


RX balancedRX Interstage Filterless

Cost/SpaceReduction ➟

UMTS/GSM RXCo-banding


UMTS TX InterstageFilterless


Multi-band/Multi-mode PA Cost/SpaceReduction ➟

Dual RFPerformanceImprovement ➟

Envelop Trackinglow-power

consumption ➟Career aggregation


Multi-band/Multi-mode Receiver Cost/SpaceReduction ➟

RX un-balancedRX Interstage Filterless


Half-Duplex Cost/SpaceReduction ➟

Tunable Duplexer Cost/SpaceReduction ➟


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。


Front End Module Variation & Circuit Examples

UM

TS/U

MTS

TR

AN

SCEI

VER

ASM ‐Antenna Switch Module‐Antenna Switch+Low Pass Filters

TX ModuleASM+GSM Power Amplifier

RX ModuleASM+GSM RX Band Pass Filters

FEMiD ‐FEM in Duplexer‐ASM+Duplexers

LTE/UMTS/GSMRF Block-Diagram

The classificationof Front End Module


Front End Module & Sub Front End ModuleVariation & 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 Modulein Duplexer

FEMiD 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 Amplifierin Duplexer

PAiD Required Required Case-by-case

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


RX ModuleMarket 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.

Documents

Navian Marketing Report Report Sample Marketing Report ~Medium-term forecast of RF Circuit Trend & RF Devices / Modules Market in LTE Spread Period ~ RF Devices/Modules For Cellular