Smartphones are the fastest growing 3C products in recent years. At the same time, the smart phone products have a life cycle of only 2 to 3 years. The continuous wave of change has enabled smartphone components to maintain certain demand. At present, the mobile phone is transitioning from 3G to 4G. When it comes to the key components of the 4G era, the 4G chip, Power Amplifier (PA) and surface acoustic wave filter (SAW Filter) are not neglected; the PA market is almost US manufacturers monopolize, including Avago, Skyworks and Qorvo, while Taiwanese manufacturers are mostly upstream chip suppliers or their foundries. This report discusses the development of GaAs PA manufacturers. 4G era communication key components Smartphones are the fastest growing 3C products in recent years. At the same time, the smart phone products have a life cycle of only 2 to 3 years. The continuous wave of change has enabled smartphone components to maintain certain demand. In the past, most of the key components of smart phones will focus on components such as processors, memory and mobile phone display panels. As the specifications of basic components are becoming more stable and slower, if you are looking for high-growth smartphone components, Then you need to transform a thinking dimension, such as the key requirement to guide the changeover - the change of network communication technology. At present, the mobile phone is transitioning from 3G to 4G. When it comes to the key components of the 4G era, the 4G chip, Power Amplifier (PA) and surface acoustic wave filter (SAW Filter) are not neglected. The receiving signal of the smart phone needs to be formed by the components such as the antenna, the filter, the power amplifier and the mixer, and the frequency band used by the 4G is more complicated in the wireless communication specification. In order to support multiple frequency bands, the demand for the RF component of the receiving front end appears. More critical. RF components become one of the out-of-stock mobile phone components The frequency band of 4G smart phones has increased. In addition to the 5-mode 12-band specifications, there are more support requirements such as 13-band and 17-band. The number of RF components used in filters and power amplifiers has increased greatly, benefiting from smartphones before 2015. The rapid growth, coupled with the excessive concentration of suppliers in Japan and the United States, has become one of the more mobile phone components that are more out of stock this year. Although the growth of smartphones is slowing down in 2016, as there are still 4G mobile phone demand in China and emerging countries, it can be seen that RF components are still a part of mobile phone manufacturers actively ensuring stocking. In addition to filters, the most important component is the power amplifier (PA). In the past, 2G power amplifiers were also available in silicon, but the 3G and 4G power amplifiers were based on gallium arsenide (GaAs). . The gallium arsenide industry is a mature industry. At present, the industrial characteristics have three high and one low characteristics, namely high technical threshold, high risk, high capital intensity and low gross profit margin. The biggest difference between gallium arsenide process and silicon is that the process of epitaxial growth (Epitaxy) of gallium arsenide is complicated, so it forms a separate epitaxial industry. Taiwan's input manufacturers include brand new, giant gallium and Taiwan high equality, arsenic. The gallium crystal factory must first obtain the substrate wafer before it can be epitaxial. The epitaxial crystal will have some specific materials such as AlGaAs and InGaP on the gallium arsenide wafer. View: 1. Market expansion based on consolidation At the end of 2014, RF component IDM manufacturers RFMD and TriQuint merged into Qorvo. The merger of the two manufacturers, focusing on the complementarity of product lines and services, is expected to enhance the overall competitiveness of the new company. The new galvanic gallium arsenide plant, which is a TriQuint and RFMD supplier or foundry partner, also has new opportunities as the two major players merge and expand their business. From the perspective of products, the chip side is continuously integrated, and the global semiconductor is moving toward the trend of the big ones. Therefore, in order to complement the profit and product line, the company will continue to have mergers and acquisitions. For Taiwanese manufacturers who are upstream of power amplifiers, At present, it has established a stable supply angle, and it has the opportunity to bring a new business to the consolidation of the big factory. 2. PA demand continues to increase, but the growth rate still needs other product blessings. With the improvement of communication technology, 2 PAs in the past 2G, 2 PAs in 2.5G, 4 PAs in 3G, and 6 PAs in 3.5G, up to now 6~7 PAs in 4G LTE smartphones For the basic needs, with the phasing out of 2G in the future, the frequency bands in which 5G appears alternate, whether PA is still experiencing explosive demand in recent years, it is still necessary to observe the evolution of RF module packaging technology, but the field of application of GaAs PA is available. Under the demand of networking, Internet of Things and basic communication networks, Taiwan GaAs manufacturers should be in a sustainable development trend. Din Rail Connectors,Din Terminal Block,Din Rail Mount Terminal Block,Rail Terminal Block Cixi Xinke Electronic Technology Co., Ltd. , https://www.cxxinke.com
