Report Sample

Navian Marketing Report

~Medium-term forecast of RF Circuit Trend &
RF Devices / Modules Market in LTE Spread Period~

RF Devices/Modules For Cellular

CY2012-2013

Sub Front End Module Variation & Examples

RF Circuit Technics Road Map

FEM Market Trend & Forecast:CY2010-CY2016

3G/4G Band Plan

Released August 15th 2012

RF Devices / Modules For Cellular in This Report

Front end ModuleASMRX ModuleTX ModulePAiDFEMiDFILTER BANK
Duplexer Bank) Antenna SwitchFor Main RFFor RX Diversity Power
Amplifier Module Duplexer Band Pass Filter
Cellular Terminal Shipment Forecast

Outline of the report

The due date of issue
Number of slides
Price

RF Devices/Modules For Cellular 2012 2013 English version

-PDF file & Excel fileAugust 15th 2012
180 SLIDES : MS PowerPoint based
PDF file of report/Excel data/JPEG files of Teardown photos
220,000JPN for Years subscribers of Navian quarterly report
270,000JPN Customers who have purchased Navian quarterly report within 1year
320,000JPN Customers who have not purchased Navian quarterly report within 1year
* Additional notes for companies with more than 10,000 employees on a consolidated basis.
If you will share our reports between different departments or subsidiaries and affiliated companies, you need to purchase the corporate license. Please
contact us.

Method of order
BY Attached FAX ORDER FORM Fax.+81-3-5303-1304
BY Email
order@navian.co.jp with your information as same as FAX ORDER FORM
PAYMENT
Please Bank Transfer in Japanese Yen to the bank account of the Navian, Inc.
The reports bill will be sent with the report.
Payment term is within 1 month after you receive the report.
PUBLISHER
Navian Inc. http://www.navian.co.jp
mailto:info@navian.co.jp
2-18-2,Zenpukuji, Suginami-ku, Tokyo 167-0041 JAPAN
Tel.+81-3-5303-1303/Fax. +81-3-5303-1304

CONTENTS

Navian marketing research report

Phase1. CELLULAR TERMINAL SHIPMENT AND UPDATE
I. CELLULAR TERMINAL SHIPMENT AND UPDATE

4. Major Products & RF Devices/Modules

5. UMTS/GSM RF Platform Example Qualcomm for Apple iPhone4S SIDE-A

RF Devices/Modules For Cellular Terminal

2012-2013

X. Antenna Support Technics

XI. SAMSUNG is Positive to adopt Antenna Tuning
XII. Tunable Duplexer Circuit Forecast

2. Duplexer Bank Market Forecast : Detailed Data

3. Duplexer Bank Market Share Trend

1. Outline of Cellular Terminals by Product Category

6. Apple iPhone4S Main RF

2. Cellular Terminal Annual Shipment

7. UMTS/GSM RF Platform Example Qualcomm for Apple iPhone4S SIDE-B

3. History & Forecast CY2000-CY2012

8. Apple iPhone4S Sub RF -RX Diversity-

4. Annual Cellular Terminal Shipment Trend by Product Type

9. Apple iPhone4S RF Block Diagram

5. Annual Cellular Terminal Shipment Trend by Cellular Standard

10. UMTS/GSM RF Platform Example ST-Ericsson for SAMSUNG GALAXY S Advance

1. RF Devices / Modules Total Market Forecast

3. PAiD Market Share Trend

6. Annual Cellular Terminal Market Share Trend

11. SAMSUNG GALAXY S Advance RF Block Diagram

2. RF Devices / Modules Total Market Forecast Detail Data

4. PAiD Market Share Breakdown per Product Type

7. CY2010: Cellular Terminal Shipment by Maker & Product Type

12. UMTS/GSM RF Platform Example Broadcom for SAMSUNG GALAXY Y DUOS

3. Front End Module Variation & Circuit Examples

8. CY2011: Cellular Terminal Shipment by Maker & Product Type

13. SAMSUNG GALAXY Y DUOS RF Section

4. Sub Front End Module Variation & Circuit Examples

9. CY2012: Cellular Terminal Shipment by Maker & Product Type

14. SAMSUNG GALAXY Y DUOS RF Block Diagram

5. Front End Module & Sub Front End Module Variation & Outline

1. Antenna Switch Applications

10. CY2010-CY2011:Cellular Terminal Shipment by Maker & Standard

15. UMTS/GSM RF Platform Example MediaTek(MTK) for Lenovo A60

6. FEM Market Forecast

2. Antenna Switch Market Size Trend & Forecast by Product Type

11. CY2012: Cellular Terminal Shipment by Maker & Cellular Standard

16. Lenovo A60 RF Block Diagram

II. Cellular Terminal Shipment Forecast CY2016

4. Duplexer Bank Market Share Breakdown per Product Type

IX. PAiD Market Trend & Forecast

Phase4. RF Devices / Modules Market Status & Forecast
I. Front End Module Market Overview

II. RF Devices / Modules For Cellular Total Market Trend & Forecast

1. PAiD Market Size Trend & Forecast by Product Type

2. PAiD Market Size Trend & Forecast : Detailed Data

5. Front End Module Supply chain

X. Antenna Switch Market Trend & Forecast

3. Antenna Switch Market Size Trend & Forecast by Substrate

17. UMTS/GSM RF Platform Example ICERA for ZTE MF691 USB Modem - SIDE A

1. RF Devices / Modules For Cellular Market Share Breakdown -CY2010-

1. Road map of Cellular Standard

18. UMTS/GSM RF Platform Example ICERA for ZTE MF691 USB Modem - SIDE B

2. RF Devices / Modules For Cellular Market Share Breakdown -CY2011-

5. Antenna Switch Market Forecast

2. Cellular Multi-band/Multi-mode Trend

19. ZTE MF691 USB Modem RF Block Diagram

3. RF Devices / Modules For Cellular Market Share Breakdown -CY2012-

6. Detailed Data by Substrate

4. Antenna Switch Market Size Trend & Forecast by Throw Count

3. Cellular Terminal Forecast by Product Type

20. UMTS/GSM RF Platform Example IMC for Huawei E369 HSPA+ 3G USB Modem

4. Front End Module Market Trend & Forecast by Product Type

7. Antenna Switch Market Forecast

4. Cellular Terminal Forecast by Cellular Standard

21. Huawei E369 HSPA+ 3G USB Modem RF Block Diagram

1. Front End Module Market Trend & Forecast by Product Type : Line Chart

8. Detailed Data by Throw Count : Quantity Basis

5. Band Count Forecast by Duplex Method

22. Teardown Summary 1/3 - Product Outline/RF IC/Base band/FEM -

2. Front End Module Market Trend & Forecast by Product Type : Detail Data

9. Antenna Switch Market Forecast

6. Band Count/Terminal Forecast by Duplex Method

23. Teardown Summary 2/3 - Power Amplifier Module/Duplexer -

3. Sub Front End Module Market Trend & Forecast by Product Type

10. Detailed Data by Throw Count : Amount Basis

7. FDD Band Count Forecast

8. 3G/4G Band Plan

24. Teardown Summary 3/3 - Band Pass Filter/XTALs/Others -

III. LTE RF Platform Trend

4. Sub Front End Module Market Trend & Forecast by Product Type : Line Chart

11. Antenna Switch for Main RF Market Share Trend

5. Sub Front End Module

12. Antenna Switch for Main RF =>SP7T Market Share Trend

13. Annual Antenna Switch for Main RF

9. FDD Band Forecast by Band Plan

1. LTE RF Platform share by Terminal Brand

10. RX Diversity Compatible Terminal forecast

2. LTE RF Platform share by Terminal Brand Detailed data-

11. Cellular Terminal Shipment Forecast: Detail

3. LTE RF Platform Status & Forecast

1. Antenna Switch Module Market Size Trend & Forecast by Product Type

4. Major Products & RF Devices/Modules

2. Antenna Switch Module Market Forecast : Detailed Data

16. Market Share Breakdown per Product Type

5. LTE RF Platform Example Qualcomm for SAMSUNG GALAXY SII Skyrocket

3. ASM Market Share Trend

17. Antenna Switch Supply chain

Phase2. 3G/4G RF Platform Analysis

I. Apple vs.Samsung

6. SAMSUNG GALAXY SII Skyrocket Main RF

6. Market Forecast : Detailed Data

III. Antenna Switch Module Market Trend & Forecast

4. ASM Market Share Breakdown per Product Type

IV. RX Module Market Trend & Forecast

1. Apple & SAMSUNG Major Products Shipment Forecast in CY2012

7. SAMSUNG GALAXY SII Skyrocket RF Block Diagram

2. SAMSUNG RF Platform Outline by Product

8. LTE RF Platform Example Qualcomm for CSL 4G LTE Modem

5. RX Module Market Size Trend & Forecast by Product Type

14. Market Share Breakdown per Product Type

15. Annual Antenna Switch for Diversity

XI. Power Amplifier Module Market Trend & Forecast

1. Power Amplifier Module Market Size Trend & Forecast by Product Type
2. Multi-band/Multi-mode PAM Market Size Trend & Forecast by Product Type

3. RF Device & Module Count for iPhone & GALAXY S

9. CSL 4G LTE Modem RF-1

6. RX Module Market Forecast : Detailed Data

3. Power Amplifier Module Market Size Trend & Forecast : Detailed Data

4. iPhone 3G-4GS/GALAXY S - S III(3G&LTE)

10. CSL 4G LTE Modem RF-2

7. RX Module Market Share Trend

4. PAM TOTAL Market Share Trend

8. RX Module Market Share Breakdown per Product Type

5. 3G/4G PAM Market Share Trend

5. RF Device & Module Count for iPhone & GALAXY S

11. CSL 4G LTE Modem RF Block Diagram

6. iPhone 3G-4GS/GALAXY S - S III(3G&LTE)

12. LTE RF Platform Example Qualcomm for SAMSUNG Droid Charge SIDE-A

7. RF Devices & Modules for iPhone & GALAXY S

13. SAMSUNG Droid Charge SIDE-A CDMA RF

1. TX Module Market Size Trend & Forecast by Product Type

7. M/M PAM Type & Supply Chain

8. iPhone 3G-4GS/GALAXY S - S III(3G&LTE)

14. SAMSUNG Droid Charge SIDE-B

2. TX Module Market Forecast : Detailed Data

8. Multi-band/Multi-mode PAM Market Share Trend

9. RF Devices & Modules for iPhone & GALAXY S

15. SAMSUNG Droid Charge SIDE-A CDMA RF

3. TX Module Market Share Trend

9. MM PA Shipment Breakdown per Manufacturer

10. iPhone 3G-4GS/GALAXY S - S III(3G&LTE)

16. SAMSUNG Droid Charge RF Block Diagram

4. TX Module Market Share Breakdown per Product Type

11. RF Devices & Modules for iPhone & GALAXY S

17. Teardown Summary 1/3 - Product Outline/RF IC/Base band/FEM -

12. iPhone 3G-4GS/GALAXY S - S III(3G&LTE)

18. Teardown Summary 2/3 - Power Amplifier Module -

1. FEMiD Module Market Size Trend & Forecast by Product Type

1. Duplexer Market Size Trend & Forecast by Product Type

13. Comparison RF Circuit GALAXY Y DUOS & GALAXY MINI 2 : Low-end

19. Teardown Summary 3/3 - Duplexer/Band Pass Filter/XTALs/ etc -

2. FEMiD Module Market Size Trend & Forecast by Duplexer Count

2. Duplexer Market Size Trend & Forecast by Band

14. Comparison RF Circuit

20. 3G/4G Platform Share

3. FEMiD Market Forecast : Detailed Data

3. Duplexer Market Forecast by Band : Detailed Data

4. FEMiD Market Share Trend

4. Duplexer Market Forecast : Detailed Data -Quantity-

5. FEMiD Market Share Breakdown per Product Type

5. Duplexer Market Forecast : Detailed Data -Amount-

15. GALAXY S II & III : UMTS/GSM Version

16. Comparison RF Circuit GALAXY S II & III : LTE/UMTS/GSM Version
17. GALAXY S Advance
18. Comparison RF Circuit Apple 4 & Apple 4S
19. Apple drive Multi-band/Multi-mode
20. iPhone/iPad Shipment Forecast
21. iPhone/iPad Shipment Forecast: Detail

II. UMTS/GSM Platform Trend

1. UMTS RF Platform share Trend
2. UMTS/GSM RF Platform share by Terminal Brand
3. UMTS/GSM RF Platform Status

Phase3. RF Circuit technic Trend & Forecast

I. RF Circuit Technics Road Map
II. RX Diversity
III. Multi-band/Multi-mode PAM Example & Trend
IV. Carrier Aggregation Circuit Forecast
V. Band Pass Filter Elimination Technic & Circuit
VI. Band Pass Filter Elimination Status in 3G/4G
VII. Dual RF Example & Trend
VIII. Half Duplex will simplify 4G RF Circuit
IX. Raise expectations for Tunable Devices

V. TX Module Market Trend & Forecast

VI. FEMiD Market Trend & Forecast

VII. RX Diversity & Filter Bank Market Trend & Forecast

1. RX Diversity Module Market Size Trend & Forecast by Product Type

6. 3G/4G PAM Supply chain

10. Power Amplifier Module Market Share Breakdown per Product Type

XII. Duplexer Market Trend & Forecast

6. Duplexer Market Share Trend

7. Duplexer Supply chain

2. RX Diversity Module Market Forecast : Detailed Data

8. Duplexer Market Share Breakdown per Product Type 1/2

3. Filter Bank Market Size Trend & Forecast by Product Type

9. Annual Duplexer Market Share Breakdown per Product Type 1/2

4. Filter Bank Market Forecast : Detailed Data

XIII. BPF Market Trend & Forecast

5. RX Diversity Module &Filter Bank Market Share Trend

1. Band Pass Filter Market Size Trend & Forecast by Product Type

6. Filter Bank Market Share Breakdown per Product Type

2. Band Pass Filter Market Size Trend & Forecast : Detailed Data

VIII. Duplexer Bank Market Trend & Forecast

1. Duplexer Bank Market Size Trend & Forecast by Product Type

www.navian.co.jp

3. BPF Market Share Trend BPF Market Share Data

ORDER FORM
ATTN: NAVIAN INC.
Fax+81-3-5303-1304
RF Devices/Modules For Cellular Terminal
Quarterly Market Report
Report Title

Price

RF Devices/Modules For Cellular 2012-2013 English verion

Initial

JPY220,000

For Years subscribers of Navian quarterly report

RF Devices/Modules For Cellular 2012-2013 English verion

JPY270,000

For Customers who have purchased Navian quarterly report within 1year
RF Devices/Modules For Cellular 2012-2013 English verion

For Customers who have not purchased Navian quarterly report within 1year

JPY320,000

* Additional notes for companies with more than 10,000 employees on a consolidated basis.
If you will share our reports between different departments or subsidiaries and affiliated companies, you need to purchase the
corporate license. Please confer with us.

YOUR P.O. NUMBER

Date of order

For our invoice referencing purpose.

(YYYY)

/ (MM)

First name

/ (DD)

Last name

Company
Job title

Department

Address
State/Province

Zip code

Contact Phone

FAX

E-mail

Country

Authorizing Signature

CONTACT
ATTN: Yoshiyasu Andoh
E-mail: andoh@navian.co.jp
Navian Inc.
2-18-2, Zenpukuji, Suginami-ku, Tokyo 167-0041, Japan
Phone: +81-3-5303-1303
Fax: +81-3-5303-1304

Signature Date

Report Sample
~Medium-term forecast of RF Circuit Trend &
RF Devices / Modules Market in LTE Spread Period~

RF Devices/Modules For Cellular Terminal

2012 2013
August 15, 2012

Navian Inc.
2-18-2 Zenpukuji, Suginami-ku,
Tokyo 167-0041 JAPAN
Tel.03-5303-1303 Fax. 03-5303-1304

Outline of Cellular Terminals by Product Category

WWAN Terminal

Smart Phone

Traditional Handset
Mobile Phone

Adapter

E-book Reader

e-Book Reader
Tablet PC

Embedded Module
Tablet PC

Fixed Wireless Terminal

Voice

Non-Voice
Cellular Terminal
NEW mobile devices

Notes
E-book reader

Increase of cellular-function-built-in equipments such as Amazon Kindle and Sony Reader Daily
Edition.

Tablet PC

Apple iPad made a strong impact and got market share. Android Tablet PC variation also increases.

WWAN Terminal

Adapter/Dongle

WWAN with USB or PC Card (PCMCIA) for laptop PC. Antenna is integrated, mostly compatible
to 3G network. WWAN terminal built-in laptop PC.

For Notebook PC

Embedded Module (Mini PCI

Becoming laptops standard equipment (via Mini PCI express).

Smart Phone
Traditional Handset

Estimate by Navian

Uses universal OS with API disclosed.

Native software available as add-on.
Mobile Phone

Traditional handset for voice call. Data communication mostly available.

Fixed Wireless Terminal

(FWT)

Cellular network using CDMA, GSM and TD-SCDMA for fixed phone replacement.
Simpler infrastructure development in emerging nations.

2012 Navian Inc All rights reserved.

Road map of Cellular Standard

LET, of which practical use just began in 2009, actualized the potential of demand for
the terminals when the service was started in Verizon in the North America in 2011.
The sales of iPad and iPhone are expected to exceed 100 million units at one stretch
in 2012, when Apple starts to reinforce countermeasure against LTE. The practical use
of LET-Advanced is expected to start 7 years later in 2016.

Estimate by Navian

2012 Navian Inc All rights reserved.

14

RF Device & Module Count for iPhone & GALAXY S

iPhone 3G-4GS/GALAXY S - S III(3G&LTE)
The number of main RF Devices/Modules
used in iPhone and GALAXY S is shown
in the left graph.
Front End Module-oriented Duplexer,
BPF, Antenna Switch and PAM were
counted double.
As compared with GALAXY S, the
number of RF Devices/Modules in iPhone
is steadily increasing.
The average number of RF
Devices/Modules used in the four series
of iPhone is 27, while that in the five
series of GALAXY S is 22.
iPhone

GALAXY S

3G

3GS

4S

iPhone

S i9000

S II i9100

S II i727

S III i9300

S III i747

GALAXY S

UMTS/GSM

UMTS/GSM

UMTS/GSM

UMTS/GSM

Average

UMTS/GSM

UMTS/GSM

LTE/UMTS/GSM

UMTS/GSM

LTE/UMTS/GSM

Average

AVERAGE

FEM

4pcs

5pcs

6pcs

5pcs

5pcs

5pcs

2pcs

1pcs

2pcs

1pcs

2pcs

3pcs

Duplexer

3pcs

3pcs

4pcs

4pcs

4pcs

3pcs

4pcs

5pcs

4pcs

5pcs

4pcs

4pcs

12pcs

12pcs

11pcs

10pcs

11pcs

9pcs

2pcs

9pcs

4pcs

10pcs

7pcs

9pcs

Antenna Switch

1pcs

1pcs

1pcs

2pcs

1pcs

1pcs

1pcs

1pcs

2pcs

2pcs

1pcs

1pcs

PAM

4pcs

4pcs

5pcs

3pcs

4pcs

4pcs

1pcs

4pcs

1pcs

6pcs

3pcs

4pcs

TCXO

2pcs

2pcs

2pcs

0pcs

2pcs

2pcs

2pcs

1pcs

1pcs

0pcs

1pcs

1pcs

TOTAL
26pcs
27pcs
29pcs
24pcs
27pcs
24pcs
12pcs
21pcs
*Overlapping demand such as PAs for PAiD, Antenna Switch for FEMs, Duplexers for PAiD & FEMiD & Duplexer Bank etc

14pcs

24pcs

19pcs

22pcs

BPF

Estimate by Navian

In particular, the numbers of RF

Devices/Modules used in UMTS version
(i9100, i9300) of GALAXY S II and
GALAXY S III, which use MMPAM instead
of Inter-stage BPF, are extremely small
at 12 and 14, respectively.

2012 Navian Inc All rights reserved.

28

Comparison RF Circuit
Apple 4 & Apple 4S
The biggest difference between iPhone4 and iPhone4S is that the latter has become RX
Diversity-compatible.
Unlike other RX Diversity adopted in other terminals, RX Diversity adopted in iPhone4S
is equipped with an alternative function which enables Sub Antenna to be used as Main
Antenna depending on the radio signal reception.
iPhone 4S 2011/10/14

iPhone 4 2010/6/24

SAW
Duplexer

BandBAW
Duplexer

BandSAW
Duplexer

BamdSAW
Duplexer

GSM DCS RX

BAND-2 PAiD
Triquint

BAND-5 PAiD
Skyworks

SMARTi UE Intel

Band-

ASM
MURATA

Sub
Antenna

BAND-1/8
Duplexer Bank
Triquint

DPDT Switch
RFMD

GPS Triplexer Module

MURATA

TCXO
KDS

Estimate by Navian

GSM/UMTS PAM
AVAGO

GPS
LNA

Diversity Switch
SP5T
Infineon

Diversity
RX Filter Bank
MURATA
AT-XTAL
NDK

2012 Navian Inc All rights reserved.

UMTS/CDMA/GSM TRANSCEIVER
RTR8605 Qualcomm

Main
Antenna

Filter bank
MURATA

UMTS/CDMA/GSM TRANSCEIVER

TX Module
Duplexer+PA Module
Skyworks Triquint x 2/Skyworkd x2

37

RF Circuit Technics Road Map

TARGET

CY2009

RX Diversity

Performance
Improvement

Antenna Tuning/Support
Diplexer +Dual port SW

Performance
Improvement

Dual Antenna(TRX)

Performance
Improvement

Tunabule Capasitor by Switch

Performance
Improvement

RF circuit technics

RX balanced
RX Interstage Filterless

Cost/Space
Reduction

UMTS/GSM RX
Co-banding

Cost/Space
Reduction

UMTS TX Interstage
Filterless

Cost/Space
Reduction

Multi-band/Multi-mode PA

Cost/Space
Reduction

Dual RF

Performance
Improvement

Envelop Tracking

low-power
consumption

Career aggregation

Performance
Improvement

Multi-band/Multi-mode Receiver

Cost/Space
Reduction

RX un-balanced
RX Interstage Filterless

Cost/Space
Reduction

Half-Duplex

Cost/Space
Reduction

Tunable Duplexer

Cost/Space
Reduction

Estimate by Navian

CY2010

CY2011

CY2012

CY2013

CY2014

CY2015

CY2016

2012 Navian Inc All rights reserved.

86

RF Devices / Modules Total Market Forecast

2012RF Devices / Modules For Cellular23.1%
8,371Million Dollars
201615,231Million Dollars

Estimate by Navian

2012 Navian Inc All rights reserved.

99

Front End Module Variation & Circuit Examples

LTE/UMTS/GSM
RF Block-Diagram

The classification
of Front End Module

UMTS/UMTS TRANSCEIVER

ASMAntennaSwitchModule
AntennaSwitch+Low PassFilters

Estimate by Navian

2012 Navian Inc All rights reserved.

TXModule
ASM+GSMPowerAmplifier

RXModule
ASM+GSMRXBandPassFilters

FEMiD FEMinDuplexer
ASM+Duplexers

101

Front End Module & Sub Front End Module

Variation & Outline
FEM/Sub FEM

Front End Modules

abbr.

Antenna

Duplexer

PA

BPF

Switch
Front End Module

Antenna Switch Module

ASM

Required

Case-by-case

FEM

RX Module

RXM

Required

Required

TX Module

TXM

Required

FEMiD

Required

Sub Front End Modul RX Diversity Module

RDM

Required

Sub FEM

Filter Bank Mdule

FBM

Duplexer Bank Mdoule

DBM

Required

PAiD

Required

Front End Module

in Duplexer

Power Amplifier
in Duplexer

Required

Required

Case-by-case

Required

Required

Case-by-case

Required

Case-by-case

Market Size of Antenna Switch/Duplexer/PA/BPF Including demand for Front End Modules in this report
Estimate by Navian

2012 Navian Inc All rights reserved.

103

RX Module
Market Size Trend & Forecast by Product Type
The market for RX Module is limited
in size due to its replacement with
Antenna Switch Module and TX
Module.
Most of the demand for RX Module is
for Huawei, and there is a possibility
of elimination of the market
depending on Huawei's trend in
adoption.
The chances that device makers
other than Huawei will newly adopt
the RX Module is low, and its market
is seeing a very low potential.

Estimate by Navian

2012 Navian Inc All rights reserved.

118