Market and Technology Trends
Smartphone RF Market Monitor
By Yole Intelligence —
5G to the rescue: when a weaker demand leads to a bigger market.
Our end-to-end approach provides market data down to the wafer level :
Yole’s end-to-end approach
To build this smartphone Radio Frequency (RF) industry monitor, Yole Intelligence brought together a wide range of expertise. Yole SystemPlus’s smartphone track includes over 60 smartphone teardowns per year, from flagships to entry-level phones. This extensive service includes design wins, selling price estimates, technology platform identification, die size calculations, and RF front-end architectures. Yole’s internal modeling tool offers a detailed view of the smartphone industry. Within Yole’s Power and Wireless division, specialized RF device analysts leverage these two valuable inputs in an advanced, complex model that provides the market size and the volume of components sold broken down by technology all the way down to wafer shipments. We back this in-depth analysis with a bottom-up analysis and interviews with industry players. The outcome is a regular, comprehensive report on the RF front-end industry. It is an all-in-one product, grouping market forecasts, market shares, component volume forecasts, and wafer forecasts.
A baseline every quarter
The smartphone industry is very dynamic and competitive, and concentrates many of the RF world’s innovations. Therefore, updated view of the RF front-end industry. Our ambition is to keep our customers aware of what is happening and provide in-depth analyses so that they understand what is at stake. Periodically, we update our estimate of smartphone production in units and the overall RF front-end market value in $M. We give multiple views of smartphone production by market segment, by Original Equipment Manufacturer (OEM), by air standard, and by technology. The RF front-end market in $M is broken down according to our segmentation into Wi-Fi connectivity, 5G millimeter wavelength (mmWave), cellular RF front-end, and geolocation. To complete the overall picture, we also include the baseband and RF transceiver market. All data provided is projected over two complementary time frames, a quarterly short-term view highlighting seasonality effects, and a yearly long-term view providing the capability to size market growth opportunities while anticipating emerging technologies. The baseline integrates a summary of the key findings related to technology or market evolution covering all aspects of the smartphone industry. It also includes a tracker for the leading players’ revenues by segment. This Q2 2022 edition depicts the revenue breakdown of Murata, Qualcomm, Skyworks, Qorvo, Broadcom, MediaTek, and Samsung for WiFi connectivity, 5G mmWave, geolocation, and cellular RFFE markets.
A different angle in each quarter
To provide a more comprehensive analysis, we focus on a dedicated segment, providing insights at different levels of the supply chain. The analysis starts at the board level, before the final assembly by an OEM or Original Design Manufacturer (ODM). At this level, we leverage our system architecture knowledge and estimate the market value in $M and and discrete components. The analysis then goes down to the die level, inside Systems-in-Packages, for which we provide an analysis of the many technological approaches from the various players. We offer different perspectives in this section, giving component volumes and market values per function and technology platform. A market share analysis completes the dataset at both RF board and die levels. Finally, we extract wafer shipments for each of the technology platforms, such as GaAs, CMOS, SiGe Bi-CMOS, RFSOI, SAW, and BAW, supporting strategic decisions on capacity allocation or investment. For this fourth edition in Q2 2022, we analyze 5G cellular market penetration and its consequences from a market and technology standpoint.
Terminology and definitions
Smartphone production overview
Market Overview at Board Level
Key news and findings: what to expect?
Segment A: Connectivity
Segment B: 5g mmWave
Segment C: Geolocation
Segment D: Cellular
Cellular technology trends
Smartphone segmentation per cellular generation
Board-level module and discrete market
Die-level technology breakdown
Wafer-level substrate breakdown
Market breakdown at board level
About Yole Group
- Smartphone production forecast by OEM
- Smartphone production forecast by market segment
- Smartphone production forecast by cellular air standard (5G,4G,3G)
- Overall market at RF board level in $M including Wi-Fi connectivity, cellular RF front end, 5G mmWave, geolocation, cellular SoC, and RF transceiver
- Cellular RFFE market in $M, Munits at board level
- Market shares at board level in $M
- Cellular RFFE market in $M, Munits at die level
- Cellular RFFE component market $M, Munits, broken down by technology
- Cellular RFFE wafer forecast
- Main market player revenue breakdown
The RF front-end industry is constantly innovating to meet the needs of smartphone OEMs. The market is evolving rapidly for each wireless communication technology, from cellular to connectivity and geolocation. This is the consequence of our ubiquitous connected world for which smartphones are at center stage. In this boiling ecosystem, the competition is fierce, and differentiation is key. Yole Intelligence has built on its expertise to provide a product that enables stakeholders to keep up with changes in the market, competitive landscape, and technological disruption.
Act, Airoha, Akoustis, Anuki (YuntaTech), Apple, ASE, Asus, AwinIC, AWSC, Broadcom, CanaanTek, ChipBetter, CSMC, DB-HiTek, D-Process, Epic MEMS, EtraSemi, Grandeur RF, Ferfics, GCS, GlobalFoundries, Global Wafer, Google, Grandeur RF, HH Grace, HiSilicon, Hiwafer, HMD Global, Honor, HTC, Huawei, Huntersun-MEMS, Infineon, Intel, JRC, Key Foundry, Koike, Kyocera, Lansus, Lenovo, LG, LG Siltron, Maxscend, MediaTek, Meizu, MEMSonic, Menlo Micro, Microgate, Murata, NationZ, NDK, NSI, NXP, Okmetic, Omnivision (Willsemi), ON Semiconductor, OnePlus, OnMicro, Oppo, Pinnacle Microwave, pSemi, Qorvo, Qualcomm, Radrocktech, Realme, Resonant, Richwave, RoFS microsystems, Sana, Sappland Microelectronics, Samsung, Samsung Electro Mechanical, Sana, Sanan IC, SAWNICS, Shin-Etsu, Shoulder, Siltronic, Skyworks, Smarter Micro, SMIC, Soitec, Sony, ST Microelectronics, Sumco, Sumitomo Electric, Sumitomo Metal Mining, Sunway Communication, Taiyo Yuden, TCL, TDK EPCOS, Toshiba, Tower Semi, Tpsco, TSMC, UMC, Unikorn, Unisoc, USI, Vanchip, Vivo, WaveTek, WIN Semiconductors, WIPAM, Wisol, Xfab, Xiaomi, Xinpletek, Xpeedic, Yamaju Ceramics, Yuzhen IC, ZTE, and more