Report Sample. Navian Marketing Report

Transcription

1 Navian Marketing Report Report Sample ~Medium-term forecast of RF Circuit Trend & RF Devices / Modules Market in LTE Spread Period~ RF Devices/Modules For Cellular CY Released August 15th 2012 RF Devices / Modules For Cellular in This Report 1Front end Module(ASM RX Module TX Module PAiD FEMiD FILTER BANK Duplexer Bank) 2Antenna Switch(For Main RF For RX Diversity) 3Power Amplifier Module 4Duplexer 5Band Pass Filter Sub Front End Module Variation & Examples RF Circuit Technics Road Map Cellular Terminal Shipment Forecast FEM Market Trend & Forecast:CY2010-CY2016 3G/4G Band Plan Outline of the report RF Devices/Modules For Cellular English version -PDF file & Excel file- The due date of issue August 15 th 2012 Number of slides 180 SLIDES : MS PowerPoint based PDF file of report/excel data/jpeg files of Teardown photos Price 1 220,000JPN for Year s subscribers of Navian quarterly report 2 270,000JPN Customers who have purchased Navian quarterly report within 1year 3 320,000JPN 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 BY 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 report s bill will be sent with the report. Payment term is within 1 month after you receive the report. PUBLISHER Navian Inc. mailto:info@navian.co.jp ,Zenpukuji, Suginami-ku, Tokyo JAPAN Tel /Fax

2 Navian marketing research report -CONTENTS- RF Devices/Modules For Cellular Terminal Phase1. CELLULAR TERMINAL SHIPMENT AND UPDATE I. CELLULAR TERMINAL SHIPMENT AND UPDATE 1. Outline of Cellular Terminals by Product Category 2. Cellular Terminal Annual Shipment 3. History & Forecast CY2000-CY Annual Cellular Terminal Shipment Trend by Product Type 5. Annual Cellular Terminal Shipment Trend by Cellular Standard 6. Annual Cellular Terminal Market Share Trend 7. CY2010: Cellular Terminal Shipment by Maker & Product Type 8. CY2011: Cellular Terminal Shipment by Maker & Product Type 9. CY2012: Cellular Terminal Shipment by Maker & Product Type 10. CY2010-CY2011:Cellular Terminal Shipment by Maker & Standard 11. CY2012: Cellular Terminal Shipment by Maker & Cellular Standard II. Cellular Terminal Shipment Forecast CY Road map of Cellular Standard 2. Cellular Multi-band/Multi-mode Trend 3. Cellular Terminal Forecast by Product Type 4. Cellular Terminal Forecast by Cellular Standard 5. Band Count Forecast by Duplex Method 6. Band Count/Terminal Forecast by Duplex Method 7. FDD Band Count Forecast 8. 3G/4G Band Plan 9. FDD Band Forecast by Band Plan 10. RX Diversity Compatible Terminal forecast 11. Cellular Terminal Shipment Forecast: Detail Phase2. 3G/4G RF Platform Analysis I. Apple vs.samsung 1. Apple & SAMSUNG Major Products Shipment Forecast in CY SAMSUNG RF Platform Outline by Product 3. RF Device & Module Count for iphone & GALAXY S 4. iphone 3G-4GS/GALAXY S - S III(3G&LTE) 5. RF Device & Module Count for iphone & GALAXY S 6. iphone 3G-4GS/GALAXY S - S III(3G&LTE) 7. RF Devices & Modules for iphone & GALAXY S 8. iphone 3G-4GS/GALAXY S - S III(3G&LTE) 9. RF Devices & Modules for iphone & GALAXY S 10. iphone 3G-4GS/GALAXY S - S III(3G&LTE) 11. RF Devices & Modules for iphone & GALAXY S 12. iphone 3G-4GS/GALAXY S - S III(3G&LTE) 13. Comparison RF Circuit GALAXY Y DUOS & GALAXY MINI 2 : Low-end 14. Comparison RF Circuit 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 4. Major Products & RF Devices/Modules 5. UMTS/GSM RF Platform Example Qualcomm for Apple iphone4s SIDE-A 6. Apple iphone4s Main RF 7. UMTS/GSM RF Platform Example Qualcomm for Apple iphone4s SIDE-B 8. Apple iphone4s Sub RF -RX Diversity- 9. Apple iphone4s RF Block Diagram 10. UMTS/GSM RF Platform Example ST-Ericsson for SAMSUNG GALAXY S Advance 11. SAMSUNG GALAXY S Advance RF Block Diagram 12. UMTS/GSM RF Platform Example Broadcom for SAMSUNG GALAXY Y DUOS 13. SAMSUNG GALAXY Y DUOS RF Section 14. SAMSUNG GALAXY Y DUOS RF Block Diagram 15. UMTS/GSM RF Platform Example MediaTek(MTK) for Lenovo A Lenovo A60 RF Block Diagram 17. UMTS/GSM RF Platform Example ICERA for ZTE MF691 USB Modem - SIDE A 18. UMTS/GSM RF Platform Example ICERA for ZTE MF691 USB Modem - SIDE B 19. ZTE MF691 USB Modem RF Block Diagram 20. UMTS/GSM RF Platform Example IMC for Huawei E369 HSPA+ 3G USB Modem 21. Huawei E369 HSPA+ 3G USB Modem RF Block Diagram 22. Teardown Summary 1/3 - Product Outline/RF IC/Base band/fem Teardown Summary 2/3 - Power Amplifier Module/Duplexer Teardown Summary 3/3 - Band Pass Filter/XTALs/Others - III. LTE RF Platform Trend 1. LTE RF Platform share by Terminal Brand 2. LTE RF Platform share by Terminal Brand Detailed data- 3. LTE RF Platform Status & Forecast 4. Major Products & RF Devices/Modules 5. LTE RF Platform Example Qualcomm for SAMSUNG GALAXY SII Skyrocket 6. SAMSUNG GALAXY SII Skyrocket Main RF 7. SAMSUNG GALAXY SII Skyrocket RF Block Diagram 8. LTE RF Platform Example Qualcomm for CSL 4G LTE Modem 9. CSL 4G LTE Modem RF CSL 4G LTE Modem RF CSL 4G LTE Modem RF Block Diagram 12. LTE RF Platform Example Qualcomm for SAMSUNG Droid Charge SIDE-A 13. SAMSUNG Droid Charge SIDE-A CDMA RF 14. SAMSUNG Droid Charge SIDE-B 15. SAMSUNG Droid Charge SIDE-A CDMA RF 16. SAMSUNG Droid Charge RF Block Diagram 17. Teardown Summary 1/3 - Product Outline/RF IC/Base band/fem Teardown Summary 2/3 - Power Amplifier Module Teardown Summary 3/3 - Duplexer/Band Pass Filter/XTALs/ etc G/4G Platform Share 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 X. Antenna Support Technics XI. SAMSUNG is Positive to adopt Antenna Tuning XII. Tunable Duplexer Circuit Forecast Phase4. RF Devices / Modules Market Status & Forecast I. Front End Module Market Overview 1. RF Devices / Modules Total Market Forecast 2. RF Devices / Modules Total Market Forecast Detail Data 3. Front End Module Variation & Circuit Examples 4. Sub Front End Module Variation & Circuit Examples 5. Front End Module & Sub Front End Module Variation & Outline 6. FEM Market Forecast II. RF Devices / Modules For Cellular Total Market Trend & Forecast 1. RF Devices / Modules For Cellular Market Share Breakdown -CY RF Devices / Modules For Cellular Market Share Breakdown -CY RF Devices / Modules For Cellular Market Share Breakdown -CY Front End Module Market Trend & Forecast by Product Type 1. Front End Module Market Trend & Forecast by Product Type : Line Chart 2. Front End Module Market Trend & Forecast by Product Type : Detail Data 3. Sub Front End Module Market Trend & Forecast by Product Type 4. Sub Front End Module Market Trend & Forecast by Product Type : Line Chart 5. Sub Front End Module 6. Market Forecast : Detailed Data III. Antenna Switch Module Market Trend & Forecast 1. Antenna Switch Module Market Size Trend & Forecast by Product Type 2. Antenna Switch Module Market Forecast : Detailed Data 3. ASM Market Share Trend 4. ASM Market Share Breakdown per Product Type IV. RX Module Market Trend & Forecast 5. RX Module Market Size Trend & Forecast by Product Type 6. RX Module Market Forecast : Detailed Data 7. RX Module Market Share Trend 8. RX Module Market Share Breakdown per Product Type V. TX Module Market Trend & Forecast 1. TX Module Market Size Trend & Forecast by Product Type 2. TX Module Market Forecast : Detailed Data 3. TX Module Market Share Trend 4. TX Module Market Share Breakdown per Product Type VI. FEMiD Market Trend & Forecast 1. FEMiD Module Market Size Trend & Forecast by Product Type 2. FEMiD Module Market Size Trend & Forecast by Duplexer Count 3. FEMiD Market Forecast : Detailed Data 4. FEMiD Market Share Trend 5. FEMiD Market Share Breakdown per Product Type VII. RX Diversity & Filter Bank Market Trend & Forecast 1. RX Diversity Module Market Size Trend & Forecast by Product Type 2. RX Diversity Module Market Forecast : Detailed Data 3. Filter Bank Market Size Trend & Forecast by Product Type 4. Filter Bank Market Forecast : Detailed Data 5. RX Diversity Module &Filter Bank Market Share Trend 6. Filter Bank Market Share Breakdown per Product Type VIII. Duplexer Bank Market Trend & Forecast 1. Duplexer Bank Market Size Trend & Forecast by Product Type 2. Duplexer Bank Market Forecast : Detailed Data 3. Duplexer Bank Market Share Trend 4. Duplexer Bank Market Share Breakdown per Product Type IX. PAiD Market Trend & Forecast 1. PAiD Market Size Trend & Forecast by Product Type 2. PAiD Market Size Trend & Forecast : Detailed Data 3. PAiD Market Share Trend 4. PAiD Market Share Breakdown per Product Type 5. Front End Module Supply chain X. Antenna Switch Market Trend & Forecast 1. Antenna Switch Applications 2. Antenna Switch Market Size Trend & Forecast by Product Type 3. Antenna Switch Market Size Trend & Forecast by Substrate 4. Antenna Switch Market Size Trend & Forecast by Throw Count 5. Antenna Switch Market Forecast 6. Detailed Data by Substrate 7. Antenna Switch Market Forecast 8. Detailed Data by Throw Count : Quantity Basis 9. Antenna Switch Market Forecast 10. Detailed Data by Throw Count : Amount Basis 11. Antenna Switch for Main RF Market Share Trend 12. Antenna Switch for Main RF =>SP7T Market Share Trend 13. Annual Antenna Switch for Main RF 14. Market Share Breakdown per Product Type 15. Annual Antenna Switch for Diversity 16. Market Share Breakdown per Product Type 17. Antenna Switch Supply chain 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. Power Amplifier Module Market Size Trend & Forecast : Detailed Data 4. PAM TOTAL Market Share Trend 5. 3G/4G PAM Market Share Trend 6. 3G/4G PAM Supply chain 7. M/M PAM Type & Supply Chain 8. Multi-band/Multi-mode PAM Market Share Trend 9. MM PA Shipment Breakdown per Manufacturer 10. Power Amplifier Module Market Share Breakdown per Product Type XII. Duplexer Market Trend & Forecast 1. Duplexer Market Size Trend & Forecast by Product Type 2. Duplexer Market Size Trend & Forecast by Band 3. Duplexer Market Forecast by Band : Detailed Data 4. Duplexer Market Forecast : Detailed Data -Quantity- 5. Duplexer Market Forecast : Detailed Data -Amount- 6. Duplexer Market Share Trend 7. Duplexer Supply chain 8. Duplexer Market Share Breakdown per Product Type 1/2 9. Annual Duplexer Market Share Breakdown per Product Type 1/2 XIII. BPF Market Trend & Forecast 1. Band Pass Filter Market Size Trend & Forecast by Product Type 2. Band Pass Filter Market Size Trend & Forecast : Detailed Data 3. BPF Market Share Trend BPF Market Share Data

3 ORDER FORM ATTN: NAVIAN INC. Fax: RF Devices/Modules For Cellular Terminal Quarterly Market Report Report Title Price Initial RF Devices/Modules For Cellular English verion For Year s subscribers of Navian quarterly report JPY220,000 RF Devices/Modules For Cellular English verion For Customers who have purchased Navian quarterly report within 1year JPY270,000 RF Devices/Modules For Cellular 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 For our invoice referencing purpose. Date of order (YYYY) / (MM) / (DD) First name Last name Company Job title Department Address State/Province Zip code Country Contact Phone FAX Authorizing Signature Signature Date CONTACT ATTN: Yoshiyasu Andoh andoh@navian.co.jp Navian Inc , Zenpukuji, Suginami-ku, Tokyo , Japan Phone: Fax:

4 Report Sample ~Medium-term forecast of RF Circuit Trend & RF Devices / Modules Market in LTE Spread Period~ RF Devices/Modules For Cellular Terminal August 15, 2012 Navian Inc Zenpukuji, Suginami-ku, Tokyo JAPAN Tel Fax

5 Outline of Cellular Terminals by Product Category e-book Reader Tablet PC WWAN Terminal Adapter Smart Phone Traditional Handset Mobile Phone Embedded Module Fixed Wireless Terminal Tablet PC E-book Reader Non-Voice Voice Cellular Terminal Notes NEW mobile devices 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 laptop s standard equipment (via Mini PCI express). Smart Phone Uses universal OS with API disclosed. Native software available as add-on. Traditional Handset 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. Estimate by Navian 2012 Navian Inc All rights reserved. 3

6 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 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 Estimate by Navian 2012 Navian Inc All rights reserved. 14

7 RF Device & Module Count for iphone & GALAXY S iphone 3G-4GS/GALAXY S - S III(3G&LTE) iphone GALAXY S 3G 3GS 4 4S iphone S i9000 S II i9100 S II i727 S III i9300 S III i747 GALAXY S AVERAGE UMTS/GSM UMTS/GSM UMTS/GSM UMTS/GSM Average UMTS/GSM UMTS/GSM LTE/UMTS/GSM UMTS/GSM LTE/UMTS/GSM 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 BPF 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 14pcs 24pcs 19pcs 22pcs *Overlapping demand such as PAs for PAiD, Antenna Switch for FEMs, Duplexers for PAiD & FEMiD & Duplexer Bank etc 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. 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. Estimate by Navian 2012 Navian Inc All rights reserved. 28

8 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. TX Module Skyworks iphone /6/24 Duplexer+PA Module Triquint x 2/Skyworkd x2 Band- SAW Duplexer Band- SAW Duplexer Band- BAW Duplexer Bamd- SAW Duplexer GSM DCS RX Filter bank MURATA TCXO KDS UMTS/CDMA/GSM TRANSCEIVER SMARTi UE Intel Main Antenna Sub Antenna DPDT Switch RFMD GPS Triplexer Module MURATA iphone 4S 2011/10/14 ASM MURATA BAND-2 PAiD Triquint BAND-5 PAiD Skyworks BAND-1/8 Duplexer Bank Triquint GSM/UMTS PAM AVAGO Estimate by Navian 2012 Navian Inc All rights reserved. 37 GPS LNA Diversity Switch SP5T Infineon Diversity RX Filter Bank MURATA AT-XTAL NDK UMTS/CDMA/GSM TRANSCEIVER RTR8605 Qualcomm

9 RF Circuit Technics Road Map RF circuit technics TARGET CY2009 CY2010 CY2011 CY2012 CY2013 CY2014 CY2015 CY2016 Performance RX Diversity Improvement Performance Antenna Tuning/Support Diplexer +Dual port SW Improvement Performance Dual Antenna(TRX) Improvement Performance Tunabule Capasitor by Switch Improvement RX balanced RX Interstage Filterless UMTS/GSM RX Co-banding UMTS TX Interstage Filterless Multi-band/Multi-mode PA Performance Dual RF Improvement low-power Envelop Tracking consumption Performance Career aggregation Improvement Multi-band/Multi-mode Receiver RX un-balanced RX Interstage Filterless Half-Duplex Tunable Duplexer Estimate by Navian 2012 Navian Inc All rights reserved. 86

10 RF Devices / Modules Total Market Forecast 2012 年の RF Devices / Modules For Cellular の総市場規模は 前年比 23.1% 増の 8,371Million Dollars の見込み 更に 2016 年には倍増に近い 15,231Million Dollars に拡大すると予想 Estimate by Navian 2012 Navian Inc All rights reserved. 99

11 Front End Module Variation & Circuit Examples LTE/UMTS/GSM RF Block-Diagram The classification of Front End Module ASM Antenna Switch Module Antenna Switch+Low Pass Filters UMTS/UMTS TRANSCEIVER TX Module ASM+GSM Power Amplifier RX Module ASM+GSM RX Band Pass Filters FEMiD FEM in Duplexer ASM+Duplexers Estimate by Navian 2012 Navian Inc All rights reserved. 101

12 Front End Module & Sub Front End Module Variation & Outline FEM/Sub FEM Front End Modules abbr. Antenna Switch Duplexer PA BPF Front End Module Antenna Switch Module ASM Required Case-by-case FEM RX Module RXM Required Required TX Module TXM Required Required Front End Module in Duplexer FEMiD Required Required Case-by-case Sub Front End Modul RX Diversity Module RDM Required Required Sub FEM Filter Bank Mdule FBM Required Duplexer Bank Mdoule DBM Required Case-by-case Power Amplifier in Duplexer PAiD Required 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

13 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