28
22 bd Benoni Goullin 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr RF Front - End Module Comparison 2021 Vol. 2 Focus on 5G Chipset Technical and cost overview of the evolution of radio frequency front-end module technologies integrated in 5G mmWave and Sub-6 GHz Phones in 2020. SPR21530 - RF report by Stéphane Elisabeth April 2021 – Sample REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

  • Upload
    others

  • View
    30

  • Download
    0

Embed Size (px)

Citation preview

Page 1: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 1

22 bd Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr

RF Front-EndModule Comparison 2021 – Vol. 2 –Focus on 5G ChipsetTechnical and cost overview of the evolution of radio frequency front-end module technologies integrated in 5G mmWave and Sub-6 GHz Phones in 2020.SPR21530 - RF report by Stéphane ElisabethApril 2021 – Sample

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

Page 2: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 2

Table of Contents

Overview / Introduction 4o Executive Summaryo Key Take Awayo Reverse Costing Methodology

Company Profile 11o Apple, Samsung, Huawei, LG, Lenovo, Oppo, OnePlus, Vivo, Xiaomi,

RealMe, Meizu, Sharp, ZTE/nubiao Smartphones Teardown:

iPhone 12 Pro, Galaxy Note20 Ultra 5G, Mate 40 Pro, V60 ThinQ, Edge+, X50 Pro 5G, 8 pro 5G, Find X2 Pro, Mi 10 Ultra 5G, X50 Pro, Aquos R, Red magic 5G, 17

o 5G Phones Comparison: Low-End, Mid-End, High-End, Premiumo Preferred band 5G and 4G in 2020

Physical Analysis Summary 50

o Summary of the analyzed RF components

o Comparative Analysis:Module in RF Area, Pacakging Type, Design Win, Main Supplier,

Function, OEMs main Supplier Ranking

Physical Comparison 70

o Area Distribution per Supplier & Function

o Area Distribution per Supplier & Function Evolution

o Die Design Win in Number & Area

o Die Distribution per Function

o Die Distribution per Function Evolution

o Filter Distribution per Smartphone: Technology and Substrate

o PA/LNA/Switch Distribution per Smartphone: Technology and Substrate

o Material Substrate Distribution per Smartphone

Cost Comparison 89

o Chipset Cost per Smartphones

o Cost Distribution per Supplier & Function

o Cost Distribution per Supplier & Function Evolution

Market Analysis 95

o RFFE & Connectivity Market Ecosystem & Forecast

o Technology Landscape

Physical Analysis 99o Baseband Physical Analysis 101

o Qualcomm Analysis – SDR865 and SMR526✓ Package View & Dimensions✓ Die View And Dimensions✓ Die Main Block IDs

o HiSilicon Analysis – Hi6365o Mediatek Analysis – MT6190Wo Samsung Analysis – SHANNON5510o SoC Physical and Cost Comparison

o 5G Sub-6 – PAMiD Front-End Analysis 142o B41/n41 Module Analysis

o Qorvo QM75005 vs. QM78041 vs. Qualcomm QPM6585 vs. Skyworks SKY58254

o UHB, MB/HB, n77/n78, n77/n78/n79 Module analysis

o 5G Sub-6 – PAM Front-End Analysis 188o n1/n3/n7/n28/n77/n78/n79, LB/UHB module Analysis

o 5G Sub-6 – Multiplexer Front-End Analysis 209o GPS/4G/5G module Analysis

o 5G Sub-6 – Diversity – Front-End Analysis 220o n77/n78/n79, UHB Module Analysis

o 5G Sub-6 & mmWave – Front-End Analysis 241o n260/n261/n79 Module Analysis

o 5G mmWave – Front-End Analysis 252o n260/n261 Module Analysis

Feedbacks 272

Related Analyses 273

SystemPlus Consulting services 275

Page 3: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 3

Overview / Introductiono Executive Summaryo Reverse Costing Methodologyo Glossary

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Analyses

About System Plus

Executive Summary

Last year System Plus opened hundreds of Front-End Modules (FEMs) and components to provide an overview of the RadioFrequency (RF) FEM market in selected flagship smartphones. We gathered the information into four reports to track theevolution of this technology market.

This year, System Plus Consulting again offers technical and cost comparisons of smartphone RFFEMs. Every comparisonreport will focus on a specific subject. It can be a player’s evolution, a specific technology, or a comparison of flagshipdevices.

This, the second volume of 2021, provides insights into technology and cost data for FEMs and several components foundin 31 smartphones from the latest 5G phones. It provides a ranking of 5G phones and suppliers. It features acomprehensive overview of the RFFEM architectures on the market, comparing available smartphones from thesecompanies. It reveals material substrate trends and main used die functions, along with the different choices in integrationof communication technology. We even see millimeter wavelength (mmWave) signal support this year. Also, the reportreveals how companies are integrating 5G, from premium to low-end phones.

With teardowns of the smartphones, the main RF modules and components have been extracted and physically analyzed,from the output of the transceiver to the antenna. Packaging, sizes, and technologies are studied to provide a large panelof technical and economic choices and an overview of the market.

Every component has been analyzed to understand the manufacturing process cost.

Moreover, the report includes a technical and cost comparison of the modules. It also tries to explain the smartphonemakers’ choices and supplier tendencies.

Note:

Wifi, Bluetooth and UWB Module are not included in this report.

Page 4: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 4

Overview / Introduction

Company Profile & Supply Chain o OEMs Financial, RFFEM Supplier

and Smartphone Teardowno Apple, Samsung, Huawei,

Lenovo, LGo Oppo, Vivo, OnePlus, Xiaomio RealMe, Sharp, ZTE/nubia,

Meizu

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Analyses

About System Plus

Company Profile – Apple, Samsung, Huawei and LG – 5G RF Major Supplier

Q1 2020 Q2 2020 Q3 2020 Q4 2020 Q4 2020

Page 5: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 5

Overview / Introduction

Company Profile & Supply Chain o OEMs Financial, RFFEM Supplier

and Smartphone Teardowno Apple, Samsung, Huawei,

Lenovo, LGo Oppo, Vivo, OnePlus, Xiaomio RealMe, Sharp, ZTE/nubia,

Meizu

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Analyses

About System Plus

Samsung Smartphone Teardown – Samsung Galaxy Note20 Ultra 5G

Samsung Galaxy Note20 Ultra 5G Front View

©2021 by System Plus Consulting

Samsung Galaxy Note20 Ultra 5G Opened View

©2021 by System Plus ConsultingSamsung Galaxy Note20 Ultra 5G Main Board

©2021 by System Plus Consulting

PAMiD

Modem

Wifi FEM

UWB FEM

RxTx

IF IC

NFC IC

Footprint Area:~XX mm²

Total Area: ~XX mm²RFFE area: ~XX mm²

Page 6: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 6

Overview / Introduction

Company Profile & Supply Chain o OEMs Financial, RFFEM Supplier

and Smartphone Teardowno Apple, Samsung, Huawei,

Lenovo, LGo Oppo, Vivo, OnePlus, Xiaomio RealMe, Sharp, ZTE/nubia,

Meizu

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Analyses

About System Plus

Huawei Smartphone Teardown – Huawei Mate 40 Pro

Footprint Area:~XX mm²

RFFE area: XX mm²

RF Components (Marking) Manufacturer Functional Network Band Area (mm²) Quantity RF Board Proportion Cost ($)

429# MURATA PAM 5G n77/n78 XX X Xx

HI6H12V100 HISILICON LNA/Switch XX X Xx

Jt xx MURATA Filter XX X Xx

KA00 KYOCERA Filter 4G B1/B3/B7 XX X Xx

QAxx TAIYO YUDEN Filter 4G B40 XX X Xx

QM12114 QORVO Switch XX X Xx

24 xx MURATA Filter 4G B39 XX X Xx

EP UNIDENTIFIED Switch XX X Xx

SN MAXSCEND Switch XX X Xx

QM11022A QORVO Switch XX X Xx

HI6H13V100B21 HISILICON LNA/Switch XX X Xx

QM12112 QORVO Switch XX X Xx

xx OJ MURATA Filter 4G B1/B3 XX X Xx

B8367 (85F) QUALCOMM Filter 4G B41 XX X Xx

BGS12P2L6 INFINEON TECHNOLOGIES Switch XX X Xx

SKY19249 SKYWORKS Tuner XX X Xx

QM13144 QORVO Tuner XX X Xx

HI6H11SV100 HISILICON LNA/Switch XX X Xx

QM77038 QORVO PAMiD 3G/4G/5G MB/HB XX X Xx

A 5P MURATA Multiplexer 4G B2 XX X Xx

QM77033 QORVO PAMiD 4G LB XX X Xx

B8538 (8AT) QUALCOMM Multiplexer 4G B28A XX X Xx

TC MAXSCEND Switch XX X Xx

SKY13699 SKYWORKS Switch XX X Xx

B8651 (8EB) QUALCOMM Multiplexer 4G B1 XX X Xx

Hi6D05V100 HISILICON PAMiD 4G XX X Xx

QDM2310 QUALCOMM Diversity XX X Xx

1C MURATA Filter 4G B12/B13 XX X Xx

B8369 (85H) QUALCOMM Filter XX X Xx

Hi6365V100 HISILICON RxTx 2G/3G/4G/5G XX X Xx

Total XX X Xx

Page 7: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 7

Overview / Introduction

Company Profile & Supply Chain o OEMs Financial, RFFEM Supplier

and Smartphone Teardowno Apple, Samsung, Huawei,

Lenovo, LGo Oppo, Vivo, OnePlus, Xiaomio RealMe, Sharp, ZTE/nubia,

Meizu

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Analyses

About System Plus

Mid-End Phones – 5G Version

Mid-End Phone

Mid-End Phone

RF Components

(Marking)

Manufacturer Functional Network Band Area (mm²) Quantity RF Board

Proportion

Cost ($)

MXD8543S MAXSCEND Tuner XX X Xx

JJ MAXSCEND Switch XX X Xx

MXD8540X MAXSCEND Switch XX X Xx

Hi6D05V100 HISILICON PAMiD 4G XX X Xx

Hi6D51 HISILICON PAMiD 5G n77/n78/n79 XX X Xx

540# MURATA FEM XX X Xx

434# MURATA Diversity XX X Xx

HI6H12V100 HISILICON LNA/Switch XX X Xx

HI6H11SV100 HISILICON LNA/Switch XX X Xx

VC7365 VANCHIP PAM 2G XX X Xx

BGSX24MU16INFINEON

TECHNOLOGIESSwitch XX X Xx

TC MAXSCEND Switch XX X Xx

BGS14MPA9INFINEON

TECHNOLOGIESSwitch XX X Xx

BGS12WN6INFINEON

TECHNOLOGIESSwitch XX X Xx

BGS12P2L6INFINEON

TECHNOLOGIESSwitch XX X Xx

KA02 KYOCERA Multiplexer 4G B25/B66 XX X Xx

A 7E MURATA Multiplexer 4G B28B XX X Xx

A 8Z MURATA Multiplexer 4G B20 XX X Xx

A 7D MURATA Multiplexer 4G B28A XX X Xx

1C MURATA Filter 4G B12/B13 XX X Xx

7U xx MURATA Filter 4G B28 XX X Xx

XY MURATA Filter 4G B20 XX X Xx

A 5R MURATA Multiplexer 4G B7 XX X Xx

Jt xx MURATA Filter XX X Xx

KAA KYOCERA Filter 4G B41 XX X Xx

xx Ey MURATA Filter XX X Xx

175# TAIYO YUDEN Filter 4G B40 XX X Xx

HI6H13V100B21 HISILICON LNA/Switch XX X Xx

A 6N MURATA Multiplexer 4G B12 XX X Xx

MXD8533B MAXSCEND Tuner XX X Xx

Hi6365V100 HISILICON RxTx 2G/3G/4G/5G XX X Xx

Total XX X Xx

RF Components

(Marking)

Manufacturer Functional Network Band Area (mm²) Quantity RF Board

Proportion

Cost ($)

QM77040 QORVO PAMiD 3G/4G/5G MB/HB XX X Xx

SKY78191 SKYWORKS PAMiD 4G LB XX X Xx

QET5100 QUALCOMM ET XX X Xx

LFx WISOL Filter 4G B34 XX X Xx

QM11022 (1.5x1.1) QORVO Switch XX X Xx

WX UNIDENTIFIED Switch XX X Xx

SN MAXSCEND Switch XX X Xx

QLN5030 QUALCOMM LNA XX X Xx

MXD8643 (1.55x1.55) MAXSCEND Switch XX X Xx

MXD8643 (1.18x1.18) MAXSCEND Switch XX X Xx

QM12114 QORVO Switch XX X Xx

X6 MURATA Filter 4G B40 XX X Xx

xx Lt MURATA Filter 4G B39/B41 XX X Xx

4Hxx WISOL Filter 4G B1/B3 XX X Xx

QAT3518 QUALCOMM Tuner XX X Xx

Cr xx MURATA Filter 4G B41 XX X Xx

BGA5H1BN6INFINEON

TECHNOLOGIESLNA 4G HB XX X Xx

RF1630 QORVO Switch XX X Xx

QET6100 QUALCOMM ET XX X Xx

QDM2310 QUALCOMM Diversity XX X Xx

QPM6585 QUALCOMM PAMiD 5G n41 XX X Xx

QPM5677 QUALCOMM PAMiD 5G n77/n78 XX X Xx

QPM5679 QUALCOMM PAMiD 5G n79 XX X Xx

QDM5679 QUALCOMM Diversity 5G n79 XX X Xx

QDM5677 QUALCOMM Diversity 5G n77/n78 XX X Xx

MXD8540X MAXSCEND Switch XX X Xx

QM11024 QORVO Switch XX X Xx

XU MURATA Filter 4G B12/B17 XX X Xx

XY MURATA Filter 4G B20 XX X Xx

LTE3401H NXP LNA 4G MB/HB XX X Xx

PF753 QUALCOMM Tuner XX X Xx

SDR865 QUALCOMM RxTx 2G/3G/4G/5G XX X Xx

QAT3518 QUALCOMM Tuner XX X Xx

Total XX X Xx

Page 8: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 8

Overview / Introduction

Company Profile & Supply Chain o OEMs Financial, RFFEM Supplier

and Smartphone Teardowno Apple, Samsung, Huawei,

Lenovo, LGo Oppo, Vivo, OnePlus, Xiaomio RealMe, Sharp, ZTE/nubia,

Meizu

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Analyses

About System Plus

Phone Included in the database

Smartphone List Serie Generation Version Addon Availability # of Components Region 5G Support Modem Manuf. Modem Model Model Release

Apple iPhone 12 - - 23/10/2020 37 US Sub-6/mmWave Qualcomm X55M iPhone 12 Q4-2020

Apple iPhone 12 Mini - 13/11/2020 36 US Sub-6/mmWave Qualcomm X55M iPhone 12 Mini Q4-2020

Apple iPhone 12 Pro - 23/10/2020 39 US Sub-6/mmWave Qualcomm X55M iPhone 12 Pro Q4-2020

Apple iPhone 12 Pro Max 13/11/2020 37 US Sub-6/mmWave Qualcomm X55M iPhone 12 Pro Max Q4-2020

Samsung Galaxy Z Fold2 5G 19/09/2020 25 US Sub-6/mmWave Qualcomm X55M Galaxy Z Fold2 5G Q3-2020

Samsung Galaxy Note20 - 5G 06/08/2020 28 US Sub-6/mmWave Qualcomm X55M Galaxy Note20 5G Q3-2020

Samsung Galaxy Note20 Ultra 5G 22/08/2020 24 US Sub-6/mmWave Qualcomm X55M Galaxy Note20 Ultra 5G Q3-2020

Samsung Galaxy S20 - - 06/03/2020 18 Global Sub-6 Samsung S5T5123 Galaxy S20 Q1-2020

Samsung Galaxy S20 + 5G 06/03/2020 25 US Sub-6/mmWave Qualcomm X55M Galaxy S20+ 5G Q1-2020

Samsung Galaxy S20 Ultra 5G 06/03/2020 27 US Sub-6/mmWave Qualcomm X55M Galaxy S20 Ultra 5G Q1-2020

Vivo X50 Pro - - 05/03/2020 24 CN Sub-6 Qualcomm SM7250 X50 Pro Q1-2020

Vivo Nex 3s - 5G 10/03/2020 31 CN Sub-6 Qualcomm X55M Nex 3s 5G Q1-2020

Vivo X30 Pro - - 24/12/2019 22 CN Sub-6 Samsung S5E980 X30 Pro Q4-2019

Realme X50 Pro - 5G 05/03/2020 33 CN Sub-6 Qualcomm X55M X50 Pro 5G Q1-2020

Meizu 17 - - - 15/05/2020 17 CN Sub-6 Qualcomm X55M 17 Q2-2020

ZTE/Nubia Red Magic - - 5G 21/04/2020 20 Global Sub-6 Qualcomm X55M Nubia Red Magic 5G Q2-2020

Sharp Aquos R - 5G 09/04/2020 21 JP Sub-6 Qualcomm X55M Aquos R5G Q2-2020

Motorola Edge + - - 14/05/2020 23 US Sub-6/mmWave Qualcomm X55M Edge+ Q2-2020

Oppo Find X2 - 5G 08/05/2020 32 Global Sub-6 Qualcomm X55M Find X2 Q2-2020

Oppo Reno3 - - 5G 26/12/2019 19 CN Sub-6 Mediatek MT6885Z Reno3 5G Q4-2019

Oppo Reno3 Pro - 5G 26/12/2019 32 CN Sub-6 Qualcomm SM7250 Reno3 Pro 5G Q4-2019

LG V60 ThinQ - - 17/03/2020 18 US Sub-6 Qualcomm X55M V60 ThinQ Q1-2020

OnePlus 8 - - 5G 29/04/2020 16 US Sub-6/mmWave Qualcomm X55M 8 5G Q2-2020

Xiaomi Mi 10 Pro 5G 07/04/2020 29 Global Sub-6 Qualcomm X55M Mi 10 Pro 5G Q2-2020

Xiaomi Mi 10 Ultra - 17/08/2020 29 CN Sub-6 Qualcomm X55M Mi 10 Ultra Q4-2020

Xiaomi Redmi K30 - 5G 07/01/2020 23 CN Sub-6 Qualcomm SM7250 Redmi K30 5G Q1-2020

Huawei Nova 7 SE 5G 28/04/2020 31 CN Sub-6 HiSilicon Hi6290LV100 Nova 7 SE 5G Q2-2020

Huawei Mate Xs - - 26/03/2020 40 Global Sub-6 HiSilicon Hi3690V201 Mate Xs Q1-2020

Huawei P 40 Pro - 07/04/2020 42 Global Sub-6 HiSilicon Hi3690V201 P40 Pro Q2-2020

Huawei Mate 40 Pro - 23/10/2020 30 CN Sub-6 HiSilicon Kirin 9000 Mate 40 Pro Q4-2020

Huawei Mate 30 Pro 5G 18/10/2019 35 CN Sub-6 HiSilicon Hi3690V201 Mate 30 Pro 5G Q4-2019

Total 863

• All the statistical data presented after this slide is extract from a database including the above smartphones.• 31 5G smartphones has been torndown in 2020 featuring Sub-6 and mmWave compatibility. This broadband list of smartphone give an

overview on the market, technology and cost trend in 2020.

Page 9: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 9

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summaryo Summary of the analyzed RF

componentso Comparative Analysis

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Analyses

About System Plus

Manufacturer Model Packaging Function Network Band

QUALCOMM QTM525-501 MCM AiP 5G n260/n261

QUALCOMM QTM525-501BA MCM AiP 5G n260/n261

QUALCOMM QTM525-601BA MCM AiP 5G n260/n261

QUALCOMM QTM535-500 MCM AiP 5G n260/n261

QUALCOMM QTM535-500BA MCM AiP 5G n260/n261

MURATA 1RAU LG MCM AiP 5G n260/n261

USI 37U727 MCM AiP 5G n260/n261

Components Summary – Comparison View

Manufacturer Model Packaging Function Network Band

MURATA 1XR-484 LGA FEM 5G n260/n261

MURATA 583# DSMBGA FEM 5G n79

SKYWORKS SKY53807 DSBGA FEM 5G

Manufacturer Model Packaging Function Network Band

SKYWORKS SKY58242 BGA PAM 2G/5G

HISILICON Hi6D13V100 LGA PAM 5G LB

SKYWORKS SKY58255-11 LGA PAM 4G/5G UHB

SKYWORKS SKY58258 LGA PAM 4G/5G UHB

SKYWORKS SKY58245 DSBGA PAM 5G n77/n78

MURATA 429# LGA PAM 5G n77/n78

QUALCOMM QPA5581 LGA PAM 5G n1/n3/n7/n28

HISILICON Hi6D03V100 LGA PAM 5G n79

Manufacturer Model Packaging Function Network Band

MURATA C LGA Diversity 5G

QUALCOMM QDM4850 LGA Diversity 5G

QUALCOMM QDM5630 LGA Diversity 5G UHB

QUALCOMM QDM5677 LGA Diversity 5G n77/n78

QUALCOMM QDM5679 LGA Diversity 5G n79

QUALCOMM QDM5872 LGA Diversity 5G UHB

SKYWORKS SKY53728-11 LGA Diversity 5G UHB

Manufacturer Model Packaging Function Network Band

QORVO QM28017 LGA Multiplexer GPS/4G/5G

Manufacturer Model Packaging Function Network Band

QORVO QM75005 LGA PAMiD 5G n41

QORVO QM78041 LGA PAMiD 5G n41

QUALCOMM QPM6585 LGA PAMiD 5G n41

SKYWORKS SKY58254-11 LGA PAMiD 4G/5G B41/n41

QORVO QM78143 LGA PAMiD 5G UHB

QORVO QM77038 LGA PAMiD 3G/4G/5G MB/HB

QORVO QM77040 LGA PAMiD 3G/4G/5G MB/HB

QUALCOMM QPM5670 LGA PAMiD 4G/5G MB/HB

QORVO QM78200 LGA PAMiD 5G n77/n78

QORVO QM78078 LGA PAMiD 5G n77/n78

QUALCOMM QPM5677 LGA PAMiD 5G n77/n78

QORVO QM78202 LGA PAMiD 5G n77/n78/n79

HISILICON Hi6D51 LGA PAMiD 5G n77/n78/n79

QUALCOMM QPM5679 LGA PAMiD 5G n79

QUALCOMM QPM4650 LGA PAMiD 5G UHB

Manufacturer Model Packaging Function Network Band

HISILICON Hi6365V100 BGA RxTx 2G/3G/4G/5G

MEDIATEK MT6190W BGA RxTx 2G/3G/4G/5G CDMA/2G/3G/4G/5G

SAMSUNG SHANNON 5510 BGA RxTx 2G/3G/4G/5G

QUALCOMM SDR865 BGA RxTx 2G/3G/4G/5G

QUALCOMM SMR526 BGA RxTx 5G n260/n261

• These components' structure will be presented inthis report and compared.

Page 10: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 10

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summaryo Summary of the analyzed RF

componentso Comparative Analysis

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Analyses

About System Plus

Module in RF Front-End

Proportion of Module over RF Area©2021 by System Plus Consulting

Page 11: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 11

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summaryo Summary of the analyzed RF

componentso Comparative Analysis

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Analyses

About System Plus

Components Summary – Module

Evolution of Module Packaging©2021 by System Plus Consulting

Page 12: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 12

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summaryo Summary of the analyzed RF

componentso Comparative Analysis

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Analyses

About System Plus

Components Summary

Main OEMs’ Suppliers in RFFEM per area©2021 by System Plus Consulting

Page 13: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 13

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparisono Area Distribution per Supplier &

Functiono Die Design Win in Number &

Areao Die Distribution per Functiono Filter Distributiono PA/LNA/Switch Distributiono Material Substrate Distribution

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Analyses

About System Plus

Area Distribution per Supplier

Area distribution per supplier©2021 by System Plus Consulting

Page 14: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 14

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparisono Area Distribution per Supplier &

Functiono Die Design Win in Number &

Areao Die Distribution per Functiono Filter Distributiono PA/LNA/Switch Distributiono Material Substrate Distribution

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Analyses

About System Plus

Filter Distribution

Filter Die Area distribution per Type ©2021 by System Plus Consulting

Page 15: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 15

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparisono Area Distribution per Supplier &

Functiono Die Design Win in Number &

Areao Die Distribution per Functiono Filter Distributiono PA/LNA/Switch Distributiono Material Substrate Distribution

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Analyses

About System Plus

Material Distribution per smartphone

Material Substrate area distribution©2021 by System Plus Consulting

Page 16: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 16

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparison

Cost Comparisono Cost Distribution per Supplier &

Function

Market Analysis

Physical Analysis

Feedbacks

Related Analyses

About System Plus

Cost Distribution per supplier

Cost distribution per supplier©2021 by System Plus Consulting

Page 17: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 17

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis o Summaryo Baseband - Front-End Analysiso 5G Sub-6- Front-End Analysiso 5G Sub-6 & mmWave - Front-

End Analysiso 5G mmWave - Front-End

Analysis

Feedbacks

About System Plus

Package Views & Dimensions

Package Top View©2021 by System Plus Consulting

XX

mm

• Package: FCBGA XX-Balls

• Dimensions: XX x XX x XX mm

• Pitch: XX mm

XX mm

• Marking: <Logo HiSilicon>Hi6365GFCV100B10GHD76419171917-TW01

Package Side View©2021 by System Plus Consulting

Package Bottom View©2021 by System Plus Consulting

XX mm

Page 18: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 18

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis o Summaryo Baseband - Front-End Analysiso 5G Sub-6- Front-End Analysiso 5G Sub-6 & mmWave - Front-

End Analysiso 5G mmWave - Front-End

Analysis

Feedbacks

About System Plus

Die Views & Dimensions

Die Overview – Optical View ©2021 by System Plus Consulting

XX

mm

• Die Area: XX mm²(XX x XX mm)

Die Marking – Optical View ©2021 by System Plus Consulting

XX mm

Page 19: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 19

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis o Summaryo Baseband - Front-End Analysiso 5G Sub-6- Front-End Analysiso 5G Sub-6 & mmWave - Front-

End Analysiso 5G mmWave - Front-End

Analysis

Feedbacks

About System Plus

RF Components Summary

AntennaAntenna

Antenna

Manufacturer Model Type Phone Model Module Cost

QorvoQM75005 LGA Vivo X30 Pro $XX

QM78041 LGA Samsung Galaxy Note20 5G $XX

Qualcomm QPM6585 LGA Oppo Reno3 Pro 5G $XX

Skyworks SKY58254-11 LGA Oppo Reno3 5G $XX

Antenna

Page 20: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 20

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis o Summaryo Baseband - Front-End Analysiso 5G Sub-6- Front-End Analysiso 5G Sub-6 & mmWave - Front-

End Analysiso 5G mmWave - Front-End

Analysis

Feedbacks

About System Plus

Package Overview – Filters

QM75005 – Opening – Optical View©2021 by System Plus Consulting

QM78041 – Opening – Optical View©2021 by System Plus Consulting

SKY58254 – Opening – Optical View©2021 by System Plus Consulting

QPM6585 – Opening – Optical View©2021 by System Plus Consulting

QM75005 – Filter – Optical View©2021 by System Plus Consulting

QM78041 – Filter – Optical View©2021 by System Plus Consulting

SKY58254 – Filter – Optical View©2021 by System Plus Consulting

QPM6585 – Filter – Optical View©2021 by System Plus Consulting

Page 21: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 21

R E L A T E DA N A L Y S E SR E L A T E DA N A L Y S E S

Page 22: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 22

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

SoC Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Pluso Company serviceso Contact

Related Analyses

RELATED TEARDOWN TRACKSRELATED REPORTS

By System Plus Consulting:• RF Front-End Module

Comparison 2021 – Vol. 1 –Focus on Apple

• Broadcom AFEM-8200 PAMiD in the Apple iPhone 12 Series

• RF Front-End Module Comparison 2020 – Volume 4

By Yole Développement:• 5G Packaging Trends for

Smartphones 2021

• 5G’s Impact on RF Front-End and Connectivity for Cellphones 2020

By System Plus Consulting:• Consumer Track – Phone

Page 23: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 23

COMPANYSERVICES

Page 24: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 24

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

SoC Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Pluso Company serviceso Contact

Our Core Activity : The Reverse Costing®

A Structure, Process and Cost Analysis

Reverse Costing® consists in disassembling a device or a system, in orderto identify its technology and determine its manufacturing processes andcost, using in-house models and tools.

Page 25: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 25

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

SoC Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Pluso Company serviceso Contact

Fields Of Expertise

Page 26: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 26

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

SoC Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Pluso Company serviceso Contact

Business Model

Teardown Track

205+ teardowns per

year

Monitor1 per year quarterly updated

Custom Analysis150 custom analyses per

year

Report60+ per year

Costing Tools

5 process-based and 3 parametric

costing tools

Cost MethodsTrainingOn demand

Page 27: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 27

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

SoC Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Pluso Company serviceso Contact

Worldwide presence

100+ collaborators in 8 different countries

Headquarters› Nantes – System Plus Consulting› Lyon – Yole Développement

Boise

CorneliusRaleighPhoenix

Austin

Singapore

Hsinchu

TokyoShenzhen

Seoul

Frankfurt

Nantes

Lyon

Page 28: RF Front-EndModule Comparison2021 Vol. 2 Focus on 5G Chipset

©2021 by System Plus Consulting | SPR21530 – RF Front-End Module Comparison 2021 – Vol. 2 – Focus on 5G Chipset 28

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

SoC Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Pluso Company serviceso Contact

Contact

HEADQUARTER & CUSTOM PROJECT SERVICES

22 Bd Benoni Goullin44200 Nantes, France

[email protected] - +33 2 40 18 09 16

REPORTS & MONITORS WEBSITE

www.systemplus.fr

TRACKS WEBSITE

www.reverse-costing.com

MARKETING, COMMUNICATION & PR

Jean-Christophe Eloy, Marketing & Communication

[email protected] - +33 686 68 19 31

Sandrine Leroy, Public [email protected] - +33 4 72 83 01 89

Western US & Canada

Steve Laferriere - [email protected]

+ 1 310 600 8267

Eastern US & Canada

Chris Youman - [email protected]

+1 919 607 9839

Europe and RoW

Lizzie Levenez - [email protected]

+49 15 123 544 182

Benelux, UK & Spain

Marine Wybranietz -

[email protected]

+49 69 96 21 76 78

India and RoA

Takashi Onozawa - [email protected]

+81 80 4371 4887

Greater China

Mavis Wang - [email protected]

+886 979 336 809 +86 136 6156 6824

Korea

Peter Ok - [email protected]

+82 10 4089 0233

Japan

Miho Ohtake - [email protected]

+81 34 4059 204

Japan and Singapore

Itsuyo Oshiba - [email protected]

+81 80 3577 3042

Japan

Toru Hosaka – [email protected]

+81 90 1775 3866

Follow us on

REPORTS, MONITORS & TRACKS