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TF-SAW vs. BAW: RF companies set their objectives and make strategic choices

 

Extracted from :
SAW Filter Comparison 2020 report, System Plus Consulting, 2020
RF Front-End Module Comparison 2020 – Volume 2 report, System Plus Consulting, 2020
5G’s Impact on RF Front-End Module and Connectivity for Cell phones report, Yole Développement, 2019
Murata Incredible High Performance (IHP) SAW Filter report, System Plus Consulting, 2019
Broadcom AFEM-8100 System-in-Package in the Apple iPhone 11 Series report, System Plus Consulting, 2020

OUTLINES :
• The market for RF front-end and connectivity should reach US$26 billion by 2025.
• Technology status:
The use of BAW technology, developed by Qorvo, Qualcomm/RF360 and others, will grow with the introduction of 5G NR bands with steep out-of-band rejection requirements.
SAW is the dominant technology in the RF front-end industry, but SAW’s growth will be low due to the penetration of other technologies targeting the high-performance filter needed for 5G NR.
TF-SAW (for instance IHP SAW from Murata) is the new forthcoming technology that will grow the most, since it is a good tradeoff between performance and cost.
• Competitive landscape:
Qorvo is a rare IDM within the RF electronics market. The company can perform all steps in-house, from the packaging to the software.
Since 2019, Skyworks has SAW, TC-SAW and BAW filters in its portfolio, all manufactured in Asia.
The TF SAW filter has opened the door to the high frequency market for Murata.
Recently, Qualcomm has shown its capability to provide the TF-SAW filter with better performance than its own BAW filter on certain bands.
Etc.

“Qualcomm and Murata are today leading the RF filters market,” asserts Stéphane Elisabeth, Technology & Cost Analyst from System Plus Consulting. “In the smartphone industry, within the filter market segment, the two companies are today facing off, and competition is fierce.”
For many years, BAW(1) filters have been the leading RF filter technology for high frequency bands in mobile communication. Last year, Murata released a new filter based on TF-SAW(2 and 3) technology, the Incredible High Performance (IHP) SAW filter. Without doubt, this technology allowed Murata to address multiple smartphone functions, including PAMiD(4) and diversity receivers.
TF-SAW filter technology definitely disrupts the market, and in performance directly competes with the BAW filter. Murata has taken advantage of this technology to develop a large panel of customers and applications and to reinforce its strategic market positioning. This innovative RF front-end module has been analyzed in-depth by System Plus Consulting in a dedicated Murata IHP SAW Filter report.
“With this technology choice, Murata is now able to enter the high frequency market, reaching Wi-Fi front-ends, for instance,” explains Stéphane Elisabeth, from System Plus Consulting. “The IHP SAW filter has shown results comparable to competing BAW filters in this field.”
The story does not stop there as Murata’s challenger, Qualcomm, is challenging this year with its own TF-SAW RF filter. With this announcement, the US company could dominate the market…

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Yole Développement and System Plus Consulting combine their expertise to deliver all year long comprehensive RF electronics reports and teardowns. Both partners investigate the latest innovations and offer an in-depth added-value vision of the RF electronics industry.
This month, System Plus Consulting announces its new comparative report, SAW Filter Comparison 2020. This study is an impressive structural, process and cost review of key SAW filter technologies developed by leading companies as well as others. Indeed, this comparison includes filters developed by leading players, including Murata, Skyworks, Qorvo, Qualcomm, Taiyo Yuden, Kyocera, as well as smaller companies such as Wisol, Tai-SAW, SAWNICS and Shoulder Electronics.
The company offers a complete study of 9 SAW filters which uses standard piezoelectric as substrate, 4 TC-SAW Filters which use a thermo-compensated layer to avoid thermal drift, and 1 TF-SAW filter which uses Lithium Tantalate on Silicon substrate. This analysis points out the direct relation between function and structure of those SAW filters.
System Plus Consulting’s team discloses the technical choices made by leading OEMs, from low to high-end products. Process flows for the 13 SAW technologies have been identified and deeply analyzed, allowing System Plus Consulting to reveal a relevant manufacturing cost comparison.
Physical data for each component have been compared in terms of process flow, cost, and integration to provide a large panel of technical and economic choices. For example:
• Standard SAW technology from emerging Asian companies compared to leaders in the market;
• TC and High-Performance SAW filters using oxide layers, air cavity and protective layer;
• TF-SAW from Murata using ceramic/silicon wafer bonding to improve standard SAW technology.
Of course, this latest report from System Plus Consulting takes into account the China-US trade war and its direct impact on the smartphone industry, especially the RF filter market segment.
Who is doing what? Who is leading the SAW filter industry? What is the status of the competitive landscape? Which technology choices have been made by the companies? What are the benefits and the costs of each technology? System Plus Consulting invites you to dive deep into the SAW filters market.

In 2018, the market for RF front-end and connectivity was worth US$15 billion. According to Yole, this figure should reach US$26 billion by 2025, at an 8% CAGR during this period.
In 2018, the leader of this market was Murata with a quarter of the market, mainly with its discrete filters. In this segment, more than 60% of the filters are based on SAW technology in 2020. SAW filters are based on the three main manufacturing processes: SAW, TC-SAW(5) and TF-SAW.

ILLUS_SAW_FILTER_COMPARISON_Evolution_SAW_DieCost_SYSTEMPLUSCONSULTING_July2020

Regarding pure SAW, several Asian companies are involved, like Wisol and Kyocera, explains System Plus Consulting in its comparative analysis. Wisol bought the SAW filter manufacturing capability from Samsung back in 2008. Since then, Wisol has developed a portfolio offering a broad band of modules from the single filter to FEMiD(6), exclusively based on the SAW filter. Today, Wisol is working with Samsung.
TC-SAW technology is more complex, and System Plus Consulting has identified four main players: two of which are Skyworks and Qorvo. Both companies made large investments 10 years ago to develop and offer innovative solutions focused on TC-SAW filters with complex packaging and high performance. Solutions are available in the market.
Of course, Skyworks and Qorvo look for innovation. As an example, Qorvo is currently developing a TF-SAW based solution. Both companies would like to keep their leading position within the filter markets.
The other two companies have now also introduced TF-SAW technology into their portfolio, Murata in 2019 and Qualcomm in 2020.
SAW filters, along with passives components, are the primary technology developed by Murata. With several acquisitions over the years, the company has improved their portfolio with silicon capacitors and RF switches, for example. And the SAW filter is still being improved, as evident with the recent development of the TF-SAW filter. “The performance can be comparable to BAW filters at a lower cost,” asserts Stéphane Elisabeth from System Plus Consulting.
Qualcomm is the only player with a full capability to supply the entire RF chain from the modem to the antenna. Regarding its filter activity, thanks to its acquisition of TDK-Epcos via RF360 joint venture, Qualcomm was able to provide SAW (Standard, TC-SAW) and BAW filters. Recently, Qualcomm has demonstrated its ability to provide TF SW filters with higher performance than its own BAW filter in certain bands.

Behind the technology competition, the US & China trade war is there and is clearly impacting the RF industry. As an example, Huawei worked in the past with Skyworks and Qorvo and will tomorrow work with Murata. The market evolves and the supply chain is changing… So, who will lead the market in the future?

All year long, System Plus Consulting and Yole Développement publish numerous RF Electronics reports. In addition, our experts realize various key presentations all year long.
Discover them on i-Micronews and well as the 2020 program. Stay tuned!

(1): BAW: Bulk Acoustic Wave
(2): TF: Thin-Film
(3): SAW: Surface Acoustic Wave
(4): PAMiD: Low Band Power Amplifier Integrated Duplexers
(5): TC: Temperature-Compensated
(6): FeMIB : Front-End Module integrated Duplexer

 

 

 

 

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