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©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 1
22 bd Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr
SAW Filters Comparison 2020Review of SAW filters process and costSP20490 – RF report by Stéphane ELISABETH
Lab. analysis by Peggy GALLOIS and Nicolas RADUFEJune 2020 – Sample
REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 2
Table of Contents
Overview / Introduction 4
o Executive Summary
o Reverse Costing Methodology
Company Profile 9
o Murata, Skyworks, Qorvo, Qualcomm, Wisol, Taiyo Yuden,
Kyocera, Tai-SAW, SAWNICS, Shoulder
o SAW Filter technology
Device Teardown 30
o SAW Filter Discrete distribution
o SAW Filter Companies main clients
o SAW Filter Companies Technology
Market Analysis 47
o RF Front-End & Connectivity Market Forecast
o RF Front-End Supply Chain & Market Share
o RF Filter Market Forecast
Physical Analysis 52
o Summary of the Physical Analysis 53
o Murata SAW vs. TC-SAW vs. TF-SAW 57
✓ Die view and dimensions
✓ Die overview: schematic, IDT, air bridge, dimensions
✓ Die cross-section: substrate, electrode, IDT
✓ Die process characteristics
o Skyworks TC-SAW 68
o Qorvo TC-SAW 78
o Qualcomm SAW vs. TC-SAW 88
o Wisol, Taiyo Yuden and Kyocera SAW 98
o Tai-SAW, SAWNICS and Shoulder SAW 117
Physical Comparison 135
o Resonator Density and Cost
Manufacturing Process 138
o Global Overview
o Filter Front-End:
Wafer Process Flow and Fabrication Unit
Cost Analysis 163
o Summary of the cost analysis 164
o Yields Explanation & Hypotheses 166
o Murata Filters 168
✓ Die front-end cost
✓ Die probe test, thinning & dicing
✓ Die wafer & die cost
o Skyworks and Qorvo Filters 173
o Qualcomm Filters 178
o Wisol, Taiyo Yuden and Kyocera Filters 183
o Tai-SAW, SAWNICS and Shoulder Filters 188
Comparison Cost 193
Feedbacks 197
SystemPlus Consulting services 199
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 3
Overview / Introductiono Executive Summaryo Reverse Costing Methodologyo Glossary
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Plus
Executive Summary
This full reverse costing study has been conducted to provide insight on technology data, and manufacturing cost of the SAW filterstechnology from these companies: Murata, Qorvo, Skyworks, Qualcomm, Wisol, Taiyo Yuden, Kyocera, Tai-SAW, SAWNICS and Shoulder.
In 2018, the market for Radio Frequency (RF) Front-Ends and connectivity was worth $15 billion, Yole Développement estimates. The leader in this market was Murata, with a quarter share, mainly with its discrete filters. In this segment, more than 60% of the filters are based on Surface Acoustic Wave (SAW) technology in 2020. There are three main process: SAW, Temperature-Compensated SAW (TC-SAW) and Thin-Film SAW (TF-SAW). For pure SAW, several Asian companies are involved, like Wisol and Kyocera. For TC-SAW, the market is split between four players. Two of them are Skyworks and Qorvo. The other two companies have now introduced TF-SAW technologyinto their portfolio, Murata in 2019 and Qualcomm in 2020.
This report provides insights and technology data for SAW filter technology for different suppliers. It includes a comparative study of thirteen components from Murata, Skyworks, Qorvo, Qualcomm, Wisol, Taiyo Yuden, Sawnics, Kyocera, Tai-SAW and Shoulder.
Physical data for several components has been compared in terms of process flow, cost and integration to provide a large panel of technical and economic choices from the market such as:
- Standard SAW technology from emerging Asian companies compared to leaders on the market
- Temperature-Compensated and High-Performance SAW filters using oxide layers, air cavity and protective layer
- Thin-Film SAW from Murata using ceramic/silicon wafer bonding to improve standard SAW technology
The report includes a description of each process flow for the thirteen SAW technologies on the market. It also contains a complete cost analysis of each process and tries to explain OEM choices.
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 4
Overview / Introductiono Executive Summaryo Reverse Costing Methodologyo Glossary
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Plus
Analyzed SAW Filters
• The list below regroups all the general data on the SAW filters studied in this report.
• This report will include a complete study of:
o 9 SAW filters which uses standard piezoelectric as substrate
o 4 TC-SAW Filters which uses Thermo-compensated layer to avoid thermal drift
o 1 TF-SAW Filters which uses Lithium Tantalate-On-Insulator (LTOI) substrate
• A detailed study of a relation between the function and the structure of those SAW filters will be detailed in thePhysical Comparison part.
Manufacturer SAW TC-SAW Thin Film SAW
Murata X X X
Skyworks X
Qorvo X X
Qualcomm X X
Wisol X
Taiyo Yuden X
Kyocera X
Sawnics X
Shoulder Electronics X
Tai-SAW X
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 5
Overview / Introduction
Company Profile & Supply Chain
Device Teardowno SAW Filter Discrete Distributiono SAW Filter Companies Main
Clientso SAW Filter technology per
Companies
Market Analysis
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Plus
SAW Filter Technology Discrete distribution
Murata48%
Skyworks3%
Qorvo1%
QCOM20%
Wisol16%
Taiyo_Yuden9%
Kyocera2%
TAI-SAW1%
SAWNICS0% SHOULDER
0%
COMPONENT UNIT INTEGRATING SAW FILTER BY SUPPLIER
Alcatel T-Mobile Google Huawei
3v REVVL Pixel 2 Ascend Mate 7
UMIDIGI Pixel 3 XL Honor View 20
BlackBerry A1 Pro Pixel 4 XL USA 64GB Mate 10
KEYone Mate 10 lite
Asus Vivo Mate 20
Blackview ROG Phone NEX Dual Display Mate 20 X (5G)
Max1 ROG Phone II NEX S Mate 30 Pro 5G
Zenfone 4 Pro V7+ Nova 4
Royole ZenFone 5 X20 Plus UD P10
FlexPai Zenfone 6 ZS630KL A 128GB X23 P20 Pro
Zenfone Max Plus M1 P30
Sony HTC P30 Pro
Xperia XZ2 Compact Meizu U11 Y6 2019
16s U12+
Apple E2 LG Electronics
iPhone 11 256GB M6s (Blue Charm S6) LEAGOO G6
iPhone 11 Pro 512GB Pro 7 Plus T5c G7 ThinQ
iPhone 11 Pro Max A2161 64GB G8 ThinQ
iPhone 8 A1905 Exsential Lenovo Q7+
iPhone 8 Plus (CDMA) A1864 PH-1 K320t V30
iPhone 8 Plus A1897 V35 ThinQ
iPhone X (CDMA) A1865 Gionee Yota Devices V40 ThinQ
iPhone X A1901 M7 Yota3 V50 ThinQ 5G
iPhone XR X venture
iPhone Xs Max
Xiaomi OnePlus Samsung
Black Shark 2 128GB 8GB RAM 6 A9 (2018)
Mi 5c 7 Pro 5G Galaxy A5 (2017) Dual SIM
Mi 6 OPPO Galaxy A50 64GB Dual SIM
Mi 8 F5 Galaxy A6 (2018)
Mi 8 Explorer Edition F7 Galaxy A8 (2018)
Mi Mix 2 Find X Galaxy A80
Mi Mix 3 5G 64GB K1 Galaxy Fold
Note 4 R11 Galaxy J2 Pro
Pocophone F1 R17 PRO Galaxy J3 Emerge
Redmi 4X Reno 3 5G Galaxy J6 (2018)
Redmi Note 4 (2017 Global Version) Reno 5G Galaxy J8 (2018)
Redmi Note 5 Pro Posh Galaxy Note10
Redmi Note 7 Pro Equal Plus Galaxy Note10+ 256GB
Redmi Note 8 Pro 128GB 6GB RAM Red Galaxy Note8
Hydrogen One Galaxy Note9
ZTE Galaxy S10
Axon M Motorola Galaxy S10 5G (Korea)
Moto E4 Plus Galaxy S10 5G USA
Nokia Moto G5 Galaxy S10+
8 Moto G6 Play Galaxy S10E
8110 4G (Banana Phone) Moto X4 Galaxy S8
9 Pureview Galaxy S8 Plus
Nokia 6 Galaxy S9
X6 (2018) Galaxy S9 Plus
Galaxy XCover 4
Galaxy Xcover 4s
Z4
• Based on the teardowns of more than 130 from 2017 to 2019, the distribution of the discrete filter shows a leadership of Murata. Near half of the market is handle by the company.
• The survey was built on 1395 components in 130 smartphones integrating SAW filter in their design.
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 6
Overview / Introduction
Company Profile & Supply Chain
Device Teardowno SAW Filter Discrete Distributiono SAW Filter Companies Main
Clientso SAW Filter technology per
Companies
Market Analysis
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Plus
Modules & Discretes – Murata Supply Chain
Volume of Module Supplied by Murata to OEMs©2020 by System Plus Consulting
Volume of Module Supplied by Murata©2020 by System Plus Consulting
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 7
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis o Summary of Analysiso Murata SAW vs. TC-SAW vs. TF-
SAWo Skyworks TC-SAWo Qorvo TC-SAWo Qualcomm SAW vs. TC-SAWo Wisol, Taiyo Yuden and Kyocera
SAWo Tai-SAW, SAWNICS and Shoulder
SAW
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Plus
Summary of the Physical Analysis
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 8
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis o Summary of Analysiso Murata SAW vs. TC-SAW vs. TF-
SAWo Skyworks TC-SAWo Qorvo TC-SAWo Qualcomm SAW vs. TC-SAWo Wisol, Taiyo Yuden and Kyocera
SAWo Tai-SAW, SAWNICS and Shoulder
SAW
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Plus
Die View & Dimensions
XX
mm
XX mm
Die View – SAW, TC-SAW and TF-SAW©2020 by System Plus Consulting
XX mm XX mm
XX
mm
XX
mm
Die Area: XX mm²(XX x XX mm)
Nb of PGDW per X-inch (XX) wafer: XX
Die Area: XX mm²(XX x XX mm)
Nb of PGDW per X-inch (XX) wafer:
XX
Die Area: XX mm²(XX x XX mm)
Nb of PGDW per X-inch (XX) wafer: XX
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 9
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis o Summary of Analysiso Murata SAW vs. TC-SAW vs. TF-
SAWo Skyworks TC-SAWo Qorvo TC-SAWo Qualcomm SAW vs. TC-SAWo Wisol, Taiyo Yuden and Kyocera
SAWo Tai-SAW, SAWNICS and Shoulder
SAW
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Plus
TC-SAW – Die Overview
Die View – SAW©2020 by System Plus Consulting
Schematic View – SAW©2020 by System Plus Consulting
• TC-SAW Resonator density: XX Resonator/mm²
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 10
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis o Summary of Analysiso Murata SAW vs. TC-SAW vs. TF-
SAWo Skyworks TC-SAWo Qorvo TC-SAWo Qualcomm SAW vs. TC-SAWo Wisol, Taiyo Yuden and Kyocera
SAWo Tai-SAW, SAWNICS and Shoulder
SAW
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Plus
TC-SAW – Die Overview
Die View – TC-SAW Filter – SEM View©2020 by System Plus Consulting
Die View – TC-SAW Filter – SEM View©2020 by System Plus Consulting
• IDT Pitch: XX µm
• Minimum Line/Space: XX µm / XX µm
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 11
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis o Summary of Analysiso Murata SAW vs. TC-SAW vs. TF-
SAWo Skyworks TC-SAWo Qorvo TC-SAWo Qualcomm SAW vs. TC-SAWo Wisol, Taiyo Yuden and Kyocera
SAWo Tai-SAW, SAWNICS and Shoulder
SAW
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Plus
Die Cross-Section
Die Cross-Section – TC-SAW Filter – Optical View©2020 by System Plus Consulting
Die Cross-Section – SAW Filter – Optical View©2020 by System Plus Consulting
• SAW – LT Substrate thickness: XX µm
• TC-SAW – LN Substrate thickness: XX µm
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 12
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis o Summary of Analysiso Murata SAW vs. TC-SAW vs. TF-
SAWo Skyworks TC-SAWo Qorvo TC-SAWo Qualcomm SAW vs. TC-SAWo Wisol, Taiyo Yuden and Kyocera
SAWo Tai-SAW, SAWNICS and Shoulder
SAW
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Plus
SAW – Die Cross-Section
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 13
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis o Summary of Analysiso Murata SAW vs. TC-SAW vs. TF-
SAWo Skyworks TC-SAWo Qorvo TC-SAWo Qualcomm SAW vs. TC-SAWo Wisol, Taiyo Yuden and Kyocera
SAWo Tai-SAW, SAWNICS and Shoulder
SAW
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Plus
Process Structure
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 14
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis
Physical Comparison
Manufacturing Process Flowo Global Overviewo Filters Wafer process Flowo Filters Fabrication Unit
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Plus
Global Overview – SAW Filter
XXX Lithography steps
XXX Lithography steps
XXX Lithography steps
XXX Lithography steps
XXX Lithography steps
XXX Lithography steps
XXX Lithography steps
XXX Lithography steps
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 15
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis
Physical Comparison
Manufacturing Process Flowo Global Overviewo Filters Wafer process Flowo Filters Fabrication Unit
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Plus
Murata Filter Front-End Process Flow (1/3) – SAW and TC-SAW Process
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 16
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
o Cost Analysis Summaryo Yields Explanation &
Hypotheseso Murata Filters: SAW vs. TC-SAW
vs. TF-SAWo Skyworks and Qorvo Filters: TC-
SAWo Qualcomm Filters: SAW vs. TC-
SAWo Wisol, Taiyo Yuden and Kyocera
SAW Filterso Tai-SAW, SAWNICS and
Shoulder SAW Filters
Cost Comparison
Feedbacks
Related Reports
About System Plus
Wafer Front-End Cost
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 17
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
o Cost Analysis Summaryo Yields Explanation &
Hypotheseso Murata Filters: SAW vs. TC-SAW
vs. TF-SAWo Skyworks and Qorvo Filters: TC-
SAWo Qualcomm Filters: SAW vs. TC-
SAWo Wisol, Taiyo Yuden and Kyocera
SAW Filterso Tai-SAW, SAWNICS and
Shoulder SAW Filters
Cost Comparison
Feedbacks
Related Reports
About System Plus
Wafer steps costs
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 18
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
o Cost Analysis Summaryo Yields Explanation &
Hypotheseso Murata Filters: SAW vs. TC-SAW
vs. TF-SAWo Skyworks and Qorvo Filters: TC-
SAWo Qualcomm Filters: SAW vs. TC-
SAWo Wisol, Taiyo Yuden and Kyocera
SAW Filterso Tai-SAW, SAWNICS and
Shoulder SAW Filters
Cost Comparison
Feedbacks
Related Reports
About System Plus
Wafer & Die Cost
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 19
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparisono SAW Filters vs. TF-SAWo TC-SAW Filters vs. TF-SAWo Filters cost per Area
Feedbacks
Related Reports
About System Plus
Cost Comparison
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 20
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparisono SAW Filters vs. TF-SAWo TC-SAW Filters vs. TF-SAWo Filters cost per Area
Feedbacks
Related Reports
About System Plus
Cost Comparison
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 21
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Plus
REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING
Related Reports
MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT
RF Devices & Technology• 5G’s Impact on RF Front-End Module and Connectivity for Cell
phones 2019
REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING
RF• RF Front-End Module Comparison 2020 – Volume 2• RF Front-End Module Comparison 2020 – Volume 1• Broadcom AFEM-8100 System-in-Package in the Apple iPhone 11 Series• Murata Incredible High Performance (IHP) SAW Filter
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 22
SystemPlusConsultingSERVI CES
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 23
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Pluso Company serviceso Contact
Business Models Fields of Expertise
Custom Analyses(>130 analyses per year)
Reports(>60 reports per year)
Costing Tools
Trainings
©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 24
Overview / Introduction
Company Profile & Supply Chain
Device Teardown
Market Analysis
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Feedbacks
Related Reports
About System Pluso Company serviceso Contact
Contact
Headquarters22 bd Benoni Goullin44200 NantesFRANCE+33 2 40 18 09 [email protected]
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www.systemplus.fr
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