1. filter market size

According to data from the Champ Consulting Group,2020To2022In 2012, the size of the global filter market was affected by the new crown epidemic, which declined to some extent,2022year63.5Billion US dollars, lower than the same period last year.4.14%. This is mainly due to the impact of global smartphone shipments and chip shortages,2020Annual decline5.8%，2021Annual decline3.2%。2023In the first quarter of 2010, as vaccination and economic recovery progressed, global smartphone shipments were3.6Billion units, year-on-year growth.4.1%. Expected2023The global filter market size will resume growth throughout the year, reaching75.6Billions of dollars.

Champ Consulting believes that with5GThe arrival of the era, high-speed, low latency and wide coverage of the network era,5GApplications have also been extended to mobile communications, cloud computing, autonomous driving,VR/ARAnd many other vertical industry application scenarios, with the emergence of various types of downstream end products, as a5GThe core hardware of communication technology, the market demand for RF front-end chips continues to increase. Filters are the most valuable segment of RF front-end chips and are growing fastest. In terms of the proportion of RF front-end value distribution, the proportion of filters is up53%。

The market space has great potential.5GThe advent of the times makes the filter ushered in a broad development prospects, which are widely used in smart phones, wireless routers, satellite navigation systems, tablet computers, smart watches and other Internet of Things and other markets. Expected2023Throughout the year, the global filter market grew225billion dollars, with a growth rate19%，

Classification and Application of 2. Filter

Filters can be divided into metal cavity filters, dielectric filters, acoustic filters; metal cavity filters, dielectric filters are mainly used in macro base stations, small base stations; acoustic filters can be divided into surface acoustic wave filters (SAW Filter) and bulk acoustic wave filter (BAW Filter), mainly used in mobile phones, small base stations, Internet of Things and other fields.

SAW filter volume is smaller than the traditional cavity and ceramic filter, the production process is relatively simple, low cost, can meet1G～3GStandard frequency bands such as mobile communications and some4GThe frequency band is the mainstream choice in the mobile phone filter market, and its disadvantages are insufficient high-frequency performance and poor thermal stability.TC-SAWThe filter is boostedSAWThermal stability of the filter;BAWThe filter can handle frequencies up6GHzat frequencies greater1.9GHzof4Gand5GThe frequency band has application advantages, but the disadvantage is that the production process is difficult and the cost is high.

With5GWith the increase of frequency bands in the era, the market demand for high-performance filters will increase, and the useBAWThe technology can design a narrow-band filter with a very steep filter skirt, high suppression performance and small temperature drift to solve the problem of interference suppression between adjacent frequency bands.

3. filter competitive landscape

The global filter market is highly concentrated, mainly monopolized by American and Japanese companies,SAWIn the filter market pattern, Murata ranks first, with a market share of about50%，TDKProportion22%, solar induced electricity accounted15%, the top three manufacturers together accounted for up87%。

BAW filters are more concentrated and are used by Broadcom andQorvoThe two manufacturers monopolize, and the market share is56%、38%In addition, solar induced electricity andTDKRespectively accounted4%and2%。

In the Chinese market, the overall process of filter localization is still in the preliminary stage, the overall technical level of the domestic industry compared with foreign leading manufacturers still have a large gap, the development of the domestic surface acoustic wave filter industry is still unable to meet domestic demand, a large number of mobile phone filters still rely on imports. Domestic supply gap is large, the market space is broad, with cutting-edge acoustic filtering design patents and process equipment filter manufacturers or will become the key to break.

Development Trend and Suggestions of 4. Filter

According to data from Shangpu Consulting Group, the future development trend of the filter industry mainly has the following aspects:

5G drive filter volume price rise, RF modular trend. Mobile communication from2Gdevelop5G, the value of stand-alone filters is increasing. On the one hand, the increase in the value of stand-alone filters comes from the increase in filter usage, early2GThe number of bands of the phone is only4One, and5GThe number of bands for mobile phones has increased significantly50Multiple, the corresponding number of single-machine filters is also from.2promoted70Multiple, at the same timeMIMOwithCAThe in-depth application of technology further promotes5GThe increase in the use of mobile phone filters; on the other hand,5GUnder the times, the trend of miniaturization, integration and high frequency of filters is developing, which puts forward higher requirements for RF filters in design, manufacturing and packaging, thus pushing up the unit price of products. In order to reduce the complexity and cost of the RF front-end and achieve higher performance and efficiency, RF modularization is an inevitable trend. The RF module integrates multiple RF front-end chips (such as power amplifiers, filters, switches, etc.) on a substrate, and is packaged and tested to form a fully functional module. RF modularization can improve system reliability, shorten product development cycle, reduce production costs, save space and so on.

In the construction of 5G base stations, ceramic filters will gradually replace metal cavity filters as the mainstream.3G/4Gera, base station filter market in the metal cavity filter is the absolute mainstream, into5GAfter the times, the highly integrated and miniaturized trend of base stations has higher requirements for the volume, weight, heat dissipation and other characteristics of the filter, while the metal cavity filter is large in size, heavy in weight, and poor in heat dissipation, so the industry mainly uses small metal cavity filters and ceramic dielectric filters.2solutions to solve this problem. Although the small metal cavity filter reduces the size and weight of the filter, it is mainly used in2.6GHzThe following low-frequency band, while the ceramic dielectric filter has a small size, light weight, highQvalue, low insertion loss, high power tolerance, etc.5GThe penetration rate of the base station filter market will continue to increase and become the mainstream choice.

The process of localization has accelerated, and domestic manufacturers have increased technological innovation and investment. In the global market, American and Japanese companies monopolize the surface acoustic wave and bulk acoustic wave filter market, with core technologies and patents. In the Chinese market, there is still a big gap in the technical level and market share of domestic manufacturers in the field of surface acoustic wave and bulk acoustic wave filters, and a large number of filters still rely on imports. In order to break the technical barriers and market monopoly of foreign manufacturers, domestic manufacturers have increased technological innovation and investment, and actively promote the localization of filters. For example, Ziguang Zhanrui launched a series based onIPDThe high-frequency filter of the process realizes the high-frequency filter of Broadcom andQorvoThe breakthrough; CLP Microelectronics introduced a breakthrough based onMEMSThe process of tunable filters, to achieve a breakthrough in Murata and solar induction;SOIThe integrated filter of the process realizesTDKand Murata's breakthrough, etc.

Champu Consulting suggests that the development of the filter industry requires the joint efforts of all parties, including:

Government departments should increase policy support and capital investment, encourage domestic manufacturers to carry out technological innovation and industrial upgrading, and improve the level of localization of filters and the ability of independent control.

Industry associations and standards bodies should strengthen the formulation of industry norms and standards, promote the healthy and orderly development of the industry, and improve the competitiveness and influence of the industry.

Enterprises should strengthen technology research and development and personnel training, speed up product development and marketing, improve product quality and performance, reduce product cost and power consumption, and expand product application areas and market share.

Academia and research institutions should strengthen cooperation and exchanges with enterprises, speed up the transformation and application of technological achievements, and improve the ability and level of technological innovation.