1. Industry Chain Analysis

The upstream of the industry chain of RF devices is mainly copper, aluminum ingots, wafers, chemical raw materials and other raw materials; The middle reaches are the design and manufacturing enterprises of RF devices. Due to the different requirements of cost, production process and technology in application scenarios, RF devices are mainly divided into metal cavity filters, dielectric filters and acoustic wave filters (SAWFilter,BAWFilter) three products, downstream for RF devices terminal application industry, including mobile phone manufacturers and base station construction industry.

2. Market Size Analysis

According to data from the Champ Consulting Group,2018-2022The size of the global RF component market in50$billion growth150billion dollars, with an average compound growth rate31.6%, is expected2025The annual market size is expected to exceed302Billions of dollars. Among them, filters are the products with the highest proportion of output value in various fields of RF front-end,2020Filters accounted for the RF front-end market share of up50%Above.

In terms of product segments, acoustic filters (SAWandBAW) is the mainstream product of mobile RF front-end,5GThe new bands includeSub6Gand ultra-high frequency bands such as millimeter waves,BAWThe filter will become5GFilter application mainstream. Metal cavity filters and dielectric filters are the mainstream products of the RF front-end of the base station.5Gbase station channel number extended16times, the dielectric filter will be the advantage of its small size.5GBase station mainstream filter industry.

In terms of geographical distribution, the Asia-Pacific region is the largest market for RF components, accounting for more than half of the global market, mainly benefiting from countries such as China, Japan and South Korea.5GThe rapid development of the Internet of Things, the Internet of Vehicles and other fields. North America is the second largest market in the RF components market, mainly driven by the United States, which has a leading edge in technological innovation and military applications of RF components. Europe is the third largest market in the RF components market, mainly driven by countries such as Germany, the United Kingdom, and France, which have high demand for RF components in the automotive, aerospace and other industries.

3. Competitive Landscape Analysis

The competitive landscape of the RF device industry presents the characteristics of a giant monopoly, dominated by American and Japanese companies. The market share of the top five manufacturers in the global mobile RF filter market is approximately85%, in whichBroadcomoccupied40%the above share,MurataandQorvooccupied respectively.20%and10%about the share,SkyworksandTDKoccupied respectively.8%and7%About the share. These companies are in acoustic filters (SAWandBAW) has a strong technical advantage and brand influence, difficult to be shaken by later.

In the base station side RF filter market, metal cavity filters are manufactured by U.S. companies.AnarenAnd Japanese enterprises Murata production and other leading, media filters by Chinese enterprises Dafu Technology and Wuhan Fangu and other leading. These enterprises in the metal cavity filter and dielectric filter has a strong research and development strength and capacity scale, forming a certain competitive barriers.

4. development trend analysis

The future development trend of RF device industry mainly has the following aspects:

5G technology will drive the rapid growth of the RF device industry.5Gtechnology compared4GThe technology has the characteristics of higher bandwidth, lower delay and more connections, which puts forward higher requirements for the performance, quantity and integration of RF devices. expected2025Year, Global5GThe number of users will reach28billion,5GThe number of base stations will reach850This will bring huge market space to the RF device industry.

Internet of Things technology will promote the diversification of the RF device industry. The Internet of Things technology refers to connecting various physical devices through wireless communication networks to achieve information exchange and intelligent control. Internet of Things technology involves a variety of wireless communication standards, such as Bluetooth,Wi-Fi、ZigBee、LoRadifferent requirements for the frequency, power and size of RF devices. expected2025The number of global IoT devices will reach750This will bring diversified development opportunities to the RF device industry.

Car networking technology will stimulate innovation in the RF device industry. The Internet of Vehicles technology refers to the connection of cars with other vehicles, infrastructure, and clouds through wireless communication networks to achieve information sharing and intelligent driving. The technology of vehicle networking puts forward higher requirements for the reliability, safety and stability of radio frequency devices. expected2025In 2010, the global car networking market size will reach2500This will bring innovation to the RF device industry.

5. recommendations

In view of the current situation and development trend of RF device industry, this paper gives the following suggestions:

Strengthen technology research and development to improve product performance. The RF device industry is a technology-intensive industry, and the level of technology is a key factor in determining the competitiveness of enterprises. With5GWith the development of new technologies such as the Internet of Things and the Internet of Vehicles, the performance requirements of radio frequency devices continue to increase. Enterprises need to increase investment in technology research and development, improve product frequency, power, integration, stability and other indicators to meet the needs of different application scenarios.

Expand market channels and improve product coverage. RF device industry is a broad market industry, market demand from a number of terminal applications, such as mobile phones, base stations, automotive, aerospace and so on. Enterprises need to expand market channels, establish stable cooperative relations with downstream customers, improve product coverage in various fields, and increase market share.

Strengthen industrial cooperation and improve industrial efficiency. The RF device industry is a complex industry chain, involving multiple upstream and downstream links, such as raw materials, design and manufacturing, and terminal applications. It is necessary for enterprises to strengthen industrial cooperation, establish a good cooperation mechanism with upstream and downstream enterprises, realize resource sharing and complementary advantages, and improve industrial efficiency and competitiveness.