Market and Technology Trends
RF for 4G/5G Industry 2024
5G's Foundation Set by Mobile and Infrastructure, the $21 Billion RFFE Industry Prepares the next wave of growth in Automotive
YINTR24434Key Features
The report give a detail view of the 4G/5G industry through three segment: Infrastructure, Mobile and Automotive. Focus Mobile: 2019-2029 forecast for smartphone (Munits), forecast for RFFE devices, modules and discrete ($M/Munits). Focus Auto: 2019-2029 forecast for PC/LCV (Munits), forecast for TCU and NAD Sub-Modules, RFFE devices ($M/Munits) and Wafer start (kw/y) Focus Infra: 2019-2029 forecast BTS and small cells (Urban, Rural and Private),with frequency split. 2019-2029 forecast for RFFE devices ($M/Munits) and Wafer start (kw/y). 5G market trends toward 6G from capabilities, requirement and applications perspectives. Detailed overview of the OEM and RFFE ecosystem for each segment. RFFE Market shares ($M/%). Overview of the technology trends in mobile (Filters, switches and PA evolutions), infrastructure (RFFE architecture and PA technology roadmap) and automotive.
Product Objectives
- Analyze the current and emerging technologies in RF Front-End components, including filters, power amplifiers, switches, low-noise amplifiers, and antenna tuners, among others, specifically for 4G and 5G.
- Assess the advancements in semiconductor materials and processes that are driving performance improvements in RFFE components.
- Provide a comprehensive overview of the global market size and growth forecasts for RFFE components within the 4G/5G ecosystem.
- Evaluate demand and adoption trends across different verticals—smartphones, telecom infrastructure (base stations, small cells), and automotive (connected cars, V2X communication).
- Offer a detailed analysis of the RFFE market dynamics and growth prospects across key regions such as North America, Europe, Asia-Pacific, and others, considering region-specific factors such as government policies, spectrum availability, telecom operator strategies, and consumer behavior.
- Analyze the competitive landscape of the RFFE market by identifying the leading players, their market share, product offerings, R&D investments, mergers and acquisitions, and strategic initiatives across different verticals (smartphones, infrastructure, and automotive).
- Identify key technological trends, such as carrier aggregation, Massive MIMO, beamforming, and network densification, and their implications for RFFE design and development.
- Evaluate the unique requirements, challenges, and opportunities in RFFE for each vertical.
As mobile adoption hits mass scale, growth potential shifts toward other sectors.
As 5G’s foundations were initially set by mobile and infrastructure, the $21 billion RFFE industry is now transforming and preparing for the next wave of growth in the automotive market. Each segment has its own dynamics and distinct growth perspectives. After a challenging 2022, the smartphone market is rebounding, with projected growth of 4% year-over-year, reaching 1.2 billion units in 2024. The mobile RFFE market is expected to reach $18 billion by the end of 2024 but may face stagnation due to market saturation and price pressures. In the automotive sector, connectivity is crucial for software-defined vehicles, driving demand for automotive RF devices. The market is expected to grow with increasing vehicle connectivity and the 2027 launch of RedCap, which will make 5G accessible to mid-range vehicles. Despite a recent slowdown, the telecom infrastructure market is expected to recover by 2026, with the RFFE market projected to reach $4 billion by 2029, driven by the adoption of massive MIMO and radio unit upgrades. The small cell market, driven by private networks, also contributes around $300 million in RFFE content in 2023. By late 2023, the 5G market had generated more than $21 billion in RFFE revenues. While 80% of RFFE revenues go to the top 8 players, the supply chain is being polarized by the US-China trade war.
The RFFE component market for 4G/5G is complex and fragmented, yet eight companies dominated over 80% of revenues in 2024. This group includes major players like Qualcomm, Broadcom, Skyworks, Qorvo, Murata, and NXP, alongside newer entrants from China's tech scene, such as Maxscend and Vanchip. These companies leverage their expertise to explore new markets, with Qualcomm advancing in automotive RF solutions and Qorvo and Skyworks expanding into the infrastructure and automotive sectors. Broadcom and NXP maintain strong positions in mobile and infrastructure but are less involved in emerging markets. Ongoing U.S.-China trade tensions are affecting supply chain dynamics. U.S. Tier 1 suppliers and OEMs are increasingly seeking RFFE solutions that are fully designed and produced outside China and Taiwan to mitigate the risk of supply chain disruptions. This trend is also beginning to extend to Europe and Japan. In response, China’s MIIT is urging domestic OEMs to reduce their reliance on U.S.-made devices and build a robust domestic supply chain. Filters drive the innovation within the 5G RFFE industry
Filter technology is crucial in 5G systems across various industries, with conventional SAW and TC-SAW technologies continuing to dominate the low-band (LB) segment due to their low cost. However, hybrid SAW filters are gaining traction in applications where more stringent filtering is required. FBAR and SMR-BAW filters have traditionally led in the low-band/mid-band (LB/MB) and low-band/mid-band/high-band (LB/MB/HB) segments due to their superior quality factors and bandwidth capabilities. Since 2022, there has been a shift toward hybrid SAW technologies, such as POI and IHP types, which offer comparable performance below 3.5 GHz at lower costs. This trend is expected to accelerate in the near future. Meanwhile, IPD and MLC technologies have been well-suited for ultra-high-band (UHB) modules, meeting the bandwidth demands of the n77/n78/n79 bands despite moderate quality factors. Recently, XBAR/XBAW technologies have emerged, promising improved performance in both bandwidth and quality, with anticipated increased adoption in the UHB segment. Identity Card
Glossary
Why this report
Report’s objectives
Scope of This report
Methodologies & definition
About the authors
Companies cited*
Historical forecast
What we got right, what we got wrong
3-Page summary
Executive summary
Key Concepts & RFFE Segmentation
Market forecasts
- Consumer Mobile - Market Forecast
- Market Forecast at System Level, and Segmentation
- RF Front-End Market Forecast
- RF Die Market Forecast
- Wafer Starts Market Forecast
- Automotive – Market Forecast
- Automotive Production Forecast
- TCU & NAD Market Forecast
- Device Market Forecast
- Wafer Start Market Forecast
- Telecom Infrastructure (RAN) – Market Forecast
- AAS & RRH Forecast
- AAS & RRH RFFE Device Forecast
- Small Cells & RF Front-End Devices Market Forecast
- AAS, RRH, and Small Cell Wafer Start Forecast
Market trends
- General Market Dynamics
- Automotive – Market Trends
- Cellular Connectivity Market Trends
- V2X Market Trends
- Consumer Mobile – Market Trends
- Telecom Infrastructure (RAN) – Market Trends
Market share & supply chain
- RF Front-End – Market Share
- Automotive Market Share & Supply Chain
- Ecosystem Analysis
- M&A, Collaborations, Fundraising
- Market Share
- Consumer mobile - Market share & Ecosystem Analysis
- Telecom Infrastructure - Market share & Ecosystem Analysis
Technology trends
- Automotive Technology Trends
- Consumer Mobile Technology Trends
- RF Architecture Trends
- Technology & Components
- Telecom Infrastructure (RAN) Technology Trends
- RF Architecture
- RFFE Devices & Technology Platforms
Outlook
Corporate Presentation