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From Technologies to Market
5G RF Front-End:
Who has the most to win (and lose) ?
Claire TROADEC
Semicon Europe – Market Briefing - 14th of November 2018
2©2017 | www.yole.fr | About Yole Développement
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44
20252024
2023
2022
2021
2020
2019
2018
20170
0.3
0.5
1
2
3
45
1015
20
Fre
quency
(GH
z)
5G APPLICATIONS
5G use cases extend far beyond mobile phone, from IoT to autonomous vehicle, creating new challenges for the network in terms of data rate and latency agility.
4K video streaming
New Gaming Content
Wireless VR
AR
Port Management
Medical Robot
Industrial Automation
Smart City
Remote Surveillance
360° Video Telepresence
Drone Delivery
Autonomous Vehicle
Agriculture
Real-time Translation
Advanced AI assistant
Connected
Wearable
Cloud Computing
Connected Home
Smart Grid
Asset Tracking
Shared Utilities
Robotic Service
SUB-1
GHZ
SUB-6
GHZ
MMWAVE
(>24GHZ)
Increasing data rate for mobile
phones is supported by a move
into the high frequency bands,
firstly in the sub 6GHz regime,
but also to mmWave wide
bands.
5
FOCUS ON MOBILE: HIGH QUALITY VIDEO AND REAL TIME APPLICATIONS
High quality video is still driving demand for enhanced bandwidth and peak data rates. New applications such as AR and holograms are expected to further push data demand.
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0.001
0.01
0.1
1
10
100
1000
10000
100000
1990 1995 2000 2005 2010 2015 2020 2025 2030
Peak
dat
a ra
te (
Mbps)
Year
Voice
Data
Music
SD video
HD video
UHD/4k video
AR/VR
Hologram ?
CDMA
GPRS
UMTS
HSPA
LTE
LTE Pro
LTE-A
8k videoWe are here• Cellular communication
is a 30 years old industry
• It took at least 10 years between each cellular generation
• However, this new generation of 5G is expected to be introduced faster than any other generation, at least 2 years in advance, and we expect to see 5G mobile devices by mid 2019
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NETWORK PERFORMANCE AND IMPACT ON KEY TECHNOLOGIES
Network densification is needed to reduce the number of users per base station. Spectral efficiency is improved with high modulation order and more and more with MIMO technology which adds spatial streams.
Data rate improvement is supported by bandwidth improvement brought by carrier aggregation technology or wider frequency bands.
𝐶 =𝑚
𝑛. 𝐵𝑊. 𝑙𝑜𝑔2(1 +
𝑆
𝑁 + 1)
Network densification
MIMOMore spectrum
Carrier Aggregation
Spectral efficiency
High order of modulation
f0
f1 f2
width0
width1 width2 width1+width2
Source 5GAmerica
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SUB 6 GHZ NEW RADIO BAND
New Radio bands sub 6 GHz bring more than 2 GHz of spectrum mostly in the ultra high band regime.
265 315250
550
210 170 178
384
244
2000
HB LB MB UHB HB LB MB UHB
LTE NR
FDD TDD
5,6,8,11,12,13,17,18,19,
20,26,28,29,71 N5,N8,N20,N28,N71
LTE NR
LB
1380
558384
2244
LTE NR
2,3,9,21,25N2,N3
MB
1,4,7,30,38,39,40,41,66
N1,N7,N38,N41,N66HB
42,43,48
N77,N78,N79
UHB
Ban
d r
efa
rmin
gE
arl
y b
an
d N
41,N
71,N
28,N
66
Bro
ad
ban
ds
LTE / 5G NR bandwidth comparison (MHz)
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REGIONAL ALLOCATION FOCUS ON ULTRA HIGH BAND
Ultra high band adoption with wide bandwidth is expected worldwide through band N77, N78, N79.
3.3 3.4 3.5 3.6 3.7 3.8 3.9 4 4.1 4.2 4.3 4.4 4.5 4.6 4.7 4.8 4.9 5
Frequency (GHz)
LTE spectrum 5G NR
Source Qorvo modified by Yole
• Korea and Japan are the
main users of UHB LTE
spectrum. Both countries
consider UHB spectrum
extension through 5G NR.
• UHB 5G spectrum
expansion is also expected
in Europe, China, Russia and
India.
• FCC have not yet decided
to expand UHB spectrum
in the US.
• 1st product supporting
these bands in production
N79
N79N79
N77
N78
N78
N78
N78
N78
B48
B42
B42
4 SPST aperture tuner
0.6 <-> 6 GHz
B42
Power Amplifier Module
N79
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MILLIMETER WAVE SPECTRUM
Mm-wave roll out will happen first in the USA and Korea. Later in 2020 for Japan and rest of the world.
Frequency (GHz)
5G NR
N258
N258
N257N260
N261
N257
N258
N257Mm-wave antenna module
N258
• Band N257 is main band for
5G mm-wave roll out in
USA, Korea and Japan
• Europe, China, Rest of the
World focus on band N258
later in 2020
• First mm-wave antenna
module to support band
N257, N261 and upcoming
N260
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5G FIELD TRIALS OVERALL
Sub 6GHz and 28GHz clearly show momentum in 5G field trials.
• According to GSA 5G report of April
2018, 134 carriers in 62 countries either
conducted 5G trials or have been
licensed to begin field trials, leading to
326 demonstrations.
• At least 61 projects involved massive
MIMO (64 transmitters or more) and 73
projects have used New Radio.
• Almost half of the demos were
conducted in the sub 6GHz regime, while
31% involved 24 and 28 GHz bands.
Courtesy of GSA April 2018 report
5G field trial by country
5G field trial by frequency band (172 demos basis)
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MAIN CARRIER FREQUENCY ALLOCATION IN THE USA AND FUTURE AUCTION
Verizon, together with AT&T, took the spectrum lead on mmWave with licenses gained from acquisition of StraightPath and FiberTower respectively.
T-Mobile owns a large amount of spectrum but most of it in the low bands, more dedicated for coverage.
Merger of Sprint and T-Mobile US (if approved by regulator) could equilibrate.
Band 71600MHz
617 652
Band 12700MHz
729 746
Band 29700MHz
717 728
Band 13700MHz
746 756
Band 26850MHz
859 894
Band 26850MHz
869 894
Band 4AWS-1
2110
Band 302300
2350 2360
Band 41TD 2500
25762496
Band 2525200
5150 5250
3650 3700
Band 2555700
58505725
27500 28350 38600 40000
38600 40000
AT&T gained at least 136MHz of spectrum from FiberTower’s acquisition
Verizon surpassed AT&T with acquisition of StraightPath and Nextlink
Band 28 GHz Band 39 GHz
Band 39 GHz
2170 2180
Band 66AWS-3
2160
Band 66AWS-3
2170
2155
Band 66AWS-3
2160
2155
Band 4AWS-1
2110 2155
Band 4AWS-1
2110
27500 28350
Band 28 GHz
27500 28350
Band 28 GHz
14500 15350
Band 15 GHz
24.25 24.45 24.75 25.25 27.5 27.925 28.35
2 step auction - November 2018
37 38.6 40
Future auction
24GHz band – step2
7x100MHz blocks
28GHz band – step1
2x425MHz blocks37GHz band 39GHz band
Federal Communication Commission
80 MHz *
75 MHz
65 MHz
80MHz TDD
125 MHz
Global spectrum
Without CA
Downlink only
* TDD
LTE-U
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MAIN CARRIER FREQUENCY ALLOCATION IN KOREA AND FUTURE AUCTION
New band auction in Korea in 2018; cost penalty or differentiator for carrier business ?
Band 5850MHz
874 884
Band 31800MHz
18301810
Band 12100MHz
21402130
Band 72600MHz
26402620
Band 72600MHz
26702660
28 slice
New bands auction for a total of ~ $3B
June 2018
Band 8850MHz
950 960 18501830
Band 12100MHz
216021501860
Band 5850MHz
884 894
Band 12100MHz
21302110
Band 72600MHz
26602640
Global spectrum
Without CA
Downlink only
Band 31800MHz
3400
Band N78 3500MHz
3800 26500
Band N25728 GHz
2950024 slice
Ministry of Science, ICT
50 MHz
50 MHz
70 MHz
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MAIN CARRIER FREQUENCY ALLOCATION IN CHINA AND FUTURE SPECTRUM
Chinese carriers own a large amount of spectrum mostly in the mid band which clearly is an advantage for good performance / cost trade off.
Band 5850MHz
870 880
Band 31800MHz
18751860
Band 12100MHz
21302100
Band 72600MHz
26552635
Band 31800MHz
19151880
Band 302300
2320 2370
Band 72600MHz
26352575
Band 31800MHz
18601845
Band 12100MHz
21552130
Band 302300
2320 2370
Band 72600MHz
25752555
Ministry of
Industry and
Information
Technology
3.3 3.6 4.4 4.5 4.8 5 24.75 27.5 37 42.5
Public consultation on mmWave bands5G spectrum development
500MHz of additional spectrum
75 MHz
110 MHz
145 MHz
Global spectrum
Without CA
Downlink only
[email protected] | www.yole.fr | ©2018
MAIN CARRIER FREQUENCY ALLOCATION IN EUROPE AND FUTURE SPECTRUM
Within Europe,
Telefonica and
Vodafone lead
spectrum holdings
with recent bids
won on the 3.5
GHz band. Other
auctions are
expected later this
year focusing first
on 3.5 GHz bands;
mmWave bands
should come in
late 2019 at 26
GHz.
1808 1830 2155 2170 2635 2655
Band 12100MHz
Band 31800MHz
Band 72600MHz
2140 2145
Band 12100MHz
3400 3800 24250 27500
26 GHz band3.6 GHz band
3400 3700 24250 27500
26 GHz band3.6 GHz band
24250 27500
26 GHz band
3800 24250 27500
26 GHz band
Future spectrum auction in
Europe starting from July 2018
(April 2018 for UK)
Band 72600MHz
Band 31800MHz
Band 12100MHz
Band 1400MHz
20MHz 5MHz 15MHz 40MHz
Band 3400MHz
50MHz
Band 1500MHz
Band 31800MHz
Band 8 900MHz
Band
2000MHz
2x15MHz
Band28 700MHz
2x10MHz 2x15MHz20MHz
Band 8 900MHz
Band 800MHz
20MHz 30MHz
Band 31800MHz
40MHz
Band 12100MHz
30MHz
Band 72600MHz
40MHz
Band 3500MHz
40MHz 3600
3.6 GHz band
Band 900MHz
Band 800MHz
811 821 935 945
Global spectrum
Without CA
Downlink only
80 MHz
100 MHz
130 MHz
200 MHz
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NEXT FLAGSHIP HANDSET RELEASE
5G handset devices expected to happen in 2019.
Mate 30
Expected 5G
Q3-19Q1-18 Q2-18 Q3-18 Q4-18 Q1-19 Q2-19 Q4-19
1st End to
End Radio
3 PAMiD
3 DRx
LTE-A Pro
1.2 Gbps
5-6 CC
4x4 MIMO
iPhone XS
Not 5G
S10
Limited 5G
series
expected
OnePlus 7
Expected 5G
Mix3 NexS Z3+5G moduleOutsiders
High runner
17
CELLPHONE AIR INTERFACE STANDARD DEVELOPMENT
Despite a slow down in mobile market growth, RF Front-End market is still expected to increase because of complexity encountered in LTE-A Pro and 5G sub 6.
Today5G sub 6 5G mmWave
GSM
EDGE
UMTS
HSPA
LTE
LTE-A
LTE-Pro5G sub6
5G mmW
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TECHNOLOGY MIX FOR RACE TO DATA RATE
Combined carrier aggregation and MIMO technologies improve data rate and signal quality.
mmWave add on will deliver even faster throughput and ubiquitous connectivity.
3CC
1CC 4x4MIMO2CC
1CC 2x2MIMO
5CC
3CC 4x4MIMO
5CC with NR bands
3CC 4x4MIMO
mmWave
5CC with NR bands
3CC 4x4MIMO
Sub 6
mmWave
Now
+1 Y
+2 Y
2016
2010
Likely 2 to 4
mmWave module
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TRANSITION FROM LTE TO 5G – DUAL CONNECTIVITY
Transition to 5G will be progressive with 5G NSA specifications allowing faster 5G handset design with NR bands.
EPC
eNode B
Chipset
LTE
EPC
eNode B
Chipset
LTE 5G
gNode B
Data
Control
5GC
Chipset
5G
gNode B
LTE5G NSA (#3)
NR/LTE anchor
dual connectivity
5G SA (#2)
NR
Source Qorvo modified by Yole
[email protected] | www.yole.fr | ©2018
EVOLUTION TO DUAL CONNECTIVITY AND MILLIMETER WAVE
Sub 6 NR UHB (ex N78) to be aggregated on LTE bands (ex 1, 3, 7).
mmWave bands provide extra capacity for real time upload and download.
EPC
eNode B
Chipset
LTE 5G
gNode B
Data
Control
DownLink
with 5G NR UHB
UpLink
with LTE
EPC
eNode B
Chipset
LTEDownLink
with LTE with
max 5CC
UpLink
with LTE
Extra uplink
with 5G mmWave
Extra DownLink
with 5G mmWave
• Sub 6 NR UHB is likely to be impacted by harmonics because
of the wide bandwidth. It could lead to receiver desensing
during LTE transmit. For instance, 2nd harmonic LTE band 3 falls
into NR band N78. It is thus important to design high Q filters. Rx
Tx
N78
B3
B3 2nd harmonic
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RF CONTENT EVOLUTION IN MOBILE PHONE – SUB 6 GHZ
In every cellular generation evolution leads to new technology and additional RF content.
4x4 MIMO
Dual connectivity
Diversity
Wi-Fi 2x2 MIMO
Carrier Aggregation
High band
Carrier Aggregation
Ultra high band
RF
co
nte
nt
–re
lati
ve s
cale
WiFi
LB
MB
HB
UHB
23
Total RF component & FEM/PAMiD module manufacturers
Filters
Antenna tuners
Switches
PAs
LNAs
mmWave FEM
$22,511MCAGR +19%
$7,188MCAGR +7%
$1,081MCAGR +15%
$3,361MCAGR +15%
$35,167MCAGR +14%
$8,100M
$4,838M
$463M
$1,440M
$15,087M
2017
2023
2017-2023 MARKET OUTLOOK
2017–2023 Main RF components forecast
The largest market growth is for filters for high value products.
Switches and antenna tuners also show significant growth.
A mmWave component segment appears in 2023.
$423MmmWave
$246M
$602MCAGR +16%
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24
OSAT services
RF FRONT-END ECOSYSTEM COMPLEXITY
RF component stage
Front-End module stage
Handset device stage
Antenna device
(tuner & switch)
RF switch
RF filter
Diplexer/Multiplexer
Modem transceiver
Discrete components Integrated modules
Filter IP design
PA/LNA
Non exhaustive list of companies [email protected] | www.yole.fr | ©2018
[email protected] | www.yole.fr | ©2018
FRONT-END MODULE MARKET SHARE BY VOLUME
Broadcom maintains a strong position in high end PA modules while Skyworks progress fast as it enters the high end market as well.
In the emerging diversity module market, Murata has the leading position with Skyworks.
in 2017
2,433 Mu
in 2017
2,208 Mu
[email protected] | www.yole.fr | ©2018
A COMPLEX RF FRONT END PLAYER CAPABILITY
A very complex ecosystem made of internal capabilities, IP blocks and foundry service
SAW
BAW
SAW
BAW
SAW
BAW
SAW
BAW
SAW
BAW
Internal design and production
Internal design, use foundry service
Outsource
Other ?
Other ?
Other ?
Other ?
Other ?
Other ?In house packaging +
Other ?
Silicon
Manufacturing
Partners Pte Ltd
In house packaging
In house packaging + OSAT
In house packaging
Non exhaustive list of companies
[email protected] | www.yole.fr | ©2018
RF FOUNDRY OFFERING
A wide silicon foundry offering for RF Front-End players.
250 180/150 130/110 65/55 45/40350 95/90 28 22 16 1214
RF CMOS
RF SOI
SiGe
Node (nm)
RF CMOS
RF SOI
RF CMOS
RF SOI
development
switch
CR013G
mmWave
16FFC22ULP28HPC
switch
RF CMOS
22FDX 12FDXRFSOI45
9HP7WL 8XP5PAX
7RF/7SW 8SW
65LP/55LP 40LP/28LP 14LP
RF SOI
SiGe
SiGe PA
switch
mmWave Low power
Automotive Radar, Lidar, Infrastructure
Radio transceiver
RF CMOS
RF SOI
SiGe SBC18H3 Automotive Radar, Lidar, Infrastructure
Switch/LNA
switch
Automotive RadarTPS65LPTS18 TS13 TPS110
SB18HC
RF CMOS
RF SOI
SiGe
0.2µm switch
Non exhaustive list of companies
[email protected] | www.yole.fr | ©2018
INTEGRATED DEVICE MANUFACTURERS
Main IDMs present in RF Front-End use their strong expertise in older technology nodes.
250 180/150 130/110 65/55 45/40350 95/90 28 22 16 1214Node (nm)
RF CMOS
SiGe
RF CMOS
RF SOI
SiGe
Foundry
H9SOIH9SOI Dual gate
switch
Switch/Tuner/LNA/PA
RF CMOS
RF SOI
SiGe
Automotive Radar, Point to point comm, WiGig LAN
Switch/LNASwitch/Tuner
Non exhaustive list of companies
[email protected] | www.yole.fr | ©2018
FROM THE LTE RACE TO THE 5G MUD FIGHT
2 paths are open to enter 5G arena.
Mud fight is engaged between traditional sub 6 GHz RF Front-End players and platform providers coming with mmWave solutions. However, both technologies could be combined.
mmWave
SUB 6 GHZCarrier Aggregation
4x4 MIMO
256 QAM
Ma-MIMOBeam formingUHF spectrum
2018 – 2020+
Non exhaustive list of companies
[email protected] | www.yole.fr | ©2018
RELATED 5G REPORTS : MARKET, TECHNOLOGY AND IP
A complete picture thanks to Yole, System Plus and Knowmadereports
Stay tuned on www.i-micronews.com
32
CONTACT INFORMATION
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Claire Troadec, Division Director, Power & Wireless, [email protected]
[email protected] | www.yole.fr | ©2018