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From Technologies to Markets
5G's impact on RF
Front-End for
Telecom
Infrastructure 2021
Market and Technology
Report 2021
Sample
© 2021
TABLE OF CONTENTS
Part 1/1
• Glossary and definitions 2 • Market trends 79
• Table of contents 4 o Market dynamics 80
• Scope of the report 6 o Regional dynamics 87
• Methodologies & definitions 7 o Network transformation 94
• About the authors 8 o What to look out for 102
• Companies cited in this report 9 • Market shares and supply chain 105
• What we got right, What we got wrong 10 o Market shares 107
• Executive summary 11 o Telecom infrastructure market ecosystem 113
o Why this report 12 o Company information 120
o Market dynamics 13 o M&A, collaboration, fundraising 133
o Market outlook 21 o Existing radio units and amplification components 136
o Market share 42 • Technology trends 143
o Outlook 47 o From physical site to antenna system 144
• Market forecasts 48 o Architecture 172
o System level forecast (Mu) 49 o Components 198
o RF line forecast (Mu) 57 Power amplifiers 199
o RF components forecast (Mu, $M) 63 RF switches 218
o Wafer forecast (kw) 73 Filters 225
What to look out for 231
o Beamforming 233
o Technology platforms 244
• Outlook 249
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 2
ABOUT THE AUTHORS
Biographies & contacts
Cédric MALAQUIN
As a Technology & Market Analyst specializing in RF devices & technologies at Yole Développement (Yole), Cédric Malaquin is involved in the
development of technology & market reports as well as the production of custom consulting projects. Prior to working with Yole, Cédric was
employed at Soitec as a Process Integration Engineer for nine years and then as an Electrical Characterization Engineer for six years. Cédric has
contributed heavily to FDSOI and RFSOI product characterization and has authored or co-authored three patents and five international publications
in the semiconductor field. Cédric graduated from Polytech Lille in France with an Engineering degree in Microelectronics and Material Sciences.
Email: cedric.malaquin@yole.fr
Antoine BONNABEL
Antoine Bonnabel is a Technology & Market Analyst for the Power & Wireless team at Yole Développement (Yole). He carries out technical,
marketing, and strategic analyses focused on RF devices, related technologies and markets. Prior to Yole, Antoine was R&D Program Manager for
DelfMEMS (FR), a company specializing in RF switches, where he supervised Intellectual Property and Business Intelligence activities. Additionally, he
has co-authored several market reports and is co-inventor of three patents in RF MEMS design. Antoine holds an M.Sc. in Microelectronics from
Grenoble Institute of Technology (France) and an M.Sc. in Management from Grenoble Graduate School of Business (France).
E-mail: antoine.bonnabel@yole.fr
Mohammed TMIMI
Mohammed Tmimi, PhD., joined Yole Développement (Yole) as a Junior Technology and Market Analyst, RF Devices & Technologies. Prior to Yole,
Mohammed was engaged in developing a novel approach for RF/mmW high-speed serial links for high-performance chips at STMicroelectronics'
Crolles R&D site in France as part of his Ph.D. . During his Ph.D., he also worked on mmW design in advanced FD-SOI nodes and proposed an original
interconnect technique for 2.5D/3D packaging. Mohammed holds a patent on said serial links and published two scientific papers. Mohammed received
his Nano Electronics and NanoTechnologies Ph.D. from the University of Grenoble Alpes, France. Beforehand, Mohammed graduated from INP
Grenoble (France) with a master's in Microelectronics and held an electronics engineering degree from ENSAO (Morocco).
E-mail: mohammed.tmimi@yole.fr
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 3
2021 YOLE RF REPORT COLLECTION Legend: Is looked at in detail in
the following report
Infrastructure Technologies for 5G-enabled Applications 2021 5G mMTC and IoT platforms -
4G/5G Telecom Infrastructure -Technology and Market Trends 2021
Technology and Market Trends 2021
Massive Machine Type
Communication: LTE-M,
NB-IoT and other 5G / non
5G approaches
General outlook of all 5G related applications at
Focus on BTS, system level for infrastructure
Small cells, and
their RF
components Consumer Wireless Technologies for Automotive Market 2021
UE RFFE
components
(BT, WiFi,
NFC,
LTE/5G)
Wireless Connectivity RF Front-
Automotive RF technologies (Radar,V2X, GNSS, 5G)
End Technologies for Consumer Market 2021
&
Cellular RF Front-End Technologies for
Mobile Handset 2021 5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 4
SCOPE OF THE REPORT
RF front-end component details Included
RF architecture and RF chain characterization Included
This report
covers the
global RF
Frequency and power split Included
infrastructure
component
market for
4G/5G. Antenna and radio technologies – Generation split Included
General 5G market dynamics. Cloud-RAN, 5G end markets and 5G
non-consumer-oriented technologies. Not included
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 5
METHODOLOGIES & DEFINITIONS
Yole’s market forecast model is based on the matching of several sources:
This report has been written
using Yole’s February 2021
internal end-systems database
Preexisting
information
Market
Volume (in Munits)
ASP (in $)
Revenue (in $M)
Information
Aggregation
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 6
WHY THIS REPORT?
5G is now happening all around the world, with extensive infrastructure deployments. The
uncertainties regarding which technology to adopt and which system-level approach will prevail have
slowly started to disappear, and now the multitude of players are positioning themselves on the
different existing technologies.
In this context, we decided to update our report on Telecom Infrastructure which looks at the RF
semiconductor industry players and market in order to help our customers in their decision-making
process regarding this very active market.
This report is as thorough as possible regarding the RF component vertical, starting from market
estimates at antenna system level, with the differentiation between 4G and 5G infrastructure, Active
Antenna Systems and Remote Radio Heads, and going down to RF components in RF lines, and to
wafer-level estimates for the different technologies used in component manufacturing (e.g., LDMOS,
GaN, GaAs, SOI,…).
This report fits well with Yole Développement’s report on RF components for mobile handsets:
“Cellular RF Front-End Technologies for Mobile Handset 2021” and subsequent reports looking at
other 5G markets: “5G mMTC and IoT platforms - Technology and Market Trends 2021”,
“Infrastructure Technologies for 5G-enabled Applications 2021”).
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 7
5G INFRASTRUCTURE GENERAL MARKET DYNAMICS
Use cases and impact on infrastructure technologies
RF innovation:
MIMO, mMIMO,
Consumer Mobile & FWA beamforming
Automotive V2X URLLC
Backhaul Macro-cell /
innovation (dual Infrastructure small cell / Pico-
Industrial mMTC frequency) cell deployments
New
modulation
Enterprise NaaS techniques
Front-End
innovation (RRH,
active antenna)
New
Enterprise Network
slicing 5G frequencies
(Sub6 +
mmWave)
5G RAN: Radio Access Network
Industry
(IoT) Consumer MIMO: Multiple Input Multiple Output
markets Cloud- IoT: Internet of Things
RAN V2X: Vehicle-to-everything
mMTC: Massive machine type communication
URLLC: Ultra-Reliable low-latency communication
FWA : Fixed wireless access
V2X NaaS: Network as a service
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 8
5G INFRASTRUCTURE GENERAL MARKET DYNAMICS
What are the 5G commercial use cases?
2021 No interest Interest in USA 2021
Common in USA, Japan, In building Common in USA, Japan,
2025 Korea mmWave small cells
Pico/Femto cells Korea 2025
Enterprise 2021 2025
2025 2021 (NaaS)
mmWave Interest in US & Interest in US, Japan,
small cells Korea Korea & China
Global In-fab Sub6
No interest
interest small cells
Industry Consumer Sub6 small Interest in Interest in US, Japan,
(mMTC)
Markets
(eMBB) cells Japan Korea & China
Global Interest via NB Sub6
interest IoT / Cat M macrosites Interest in
Sub6
developed Worldwide interest
V2X macrosites countries
(URLLC)
Fixed
Sub6 roadside Sub6 roadside Wireless Interest in USA Common in USA and
Access and China China
macrosites small cells
(FWA)
No will for investment No will for investment
2021 No commercial use case No commercial use case Report scope
Low will for investment Will for investment
2025 Expected use case Expected use case 5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 9
TELECOM INFRASTRUCTURE TECHNOLOGIES
What are the Telecom Infrastructure RAN technologies?
2021 Common use Low overall use 2021
Fiber is preferred in Common in USA, Japan,
2025 CN/KR/JP mmWave radio-link Last-mile backhaul Korea 2025
E & D band elsewhere
Worldwide
Global use
deployment Macrosite Backhaul 2021 2025
Macrosite Global use Global use
Worldwide
Global use
deployment
Microsite
Sub6 NR RAN LTE Microsite Global use Global use
Low overall Outdoor
Low interest
interest small cell
Outdoor Low overall
Low overall interest
Use in small cell interest
Indoor small
enterprises Low interest
cell (DAS) mmWave
and venues
Indoor small Low overall
Low overall interest
2025 2021 Outdoor mmWave Base-Station
cell (DAS) interest
Indoor small
cell small cell (mmWave BTS)
2021 No deployments First deployments No deployments
Report scope
Common in enterprises, Low number of Common in USA, Japan
2025 industries and venues deployments and Korea 5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 10CELLULAR NETWORK STRUCTURE
Cellular networks get their name from the arrangement of the zones covered into cells. Cells can be any shape
and any size, but depending on the geographic topology of the cell, the base station will emit more or less power.
One trend is to densify the network using small cells, while upgrading already existing macrosites.
Different cell types, with structures emitting at different power levels, are used in a cellular network.
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 11BASICS OF TELECOM INFRASTRUCTURE
Macrosites and macro-cells
Creating new
macrosites
requires
concealment
downtown due
to urbanization Macrosites address macro-cells in which
and requires users can receive the radio signal.
tower creation
out-of-town.
Macrosite cell tower with multiple emitting In-town macrosites, one concealed at the top of a
structures. tree, another on top of a building.
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 12MICROSITES AND SMALL CELLS
Sub6 microsite mMIMO active antenna mounted on rooftop (top).
WiFi small cell mounted on lamp post (left).
The two approaches differ in terms of size, ease of implementation andstrand-mount
Ericsson usage. small cell unit (bottom).
LTE microsite antenna and RRH WiFi small cell antenna and RRH
mounted on mast. Sub6 microsites mounted on lamp post. This form
follow this approach. factor / ease of deployment is
sought after for mmWave small
cells.
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 13MICRO / MACRO RADIO UNIT AND SMALL CELLS
There are multiple formats of radios.
Radiated power (W) Depending on the power level and the
terrain constraint, these radios are
installed at different levels of the
1000
network infrastructure.
Macro are generally featured on top of
Macro masts or towers but are also installed
100 on rooftops.
Micro
Small cells are installed at street level
Small cells
and address the challenges of network
10 capacity and coverage improvement.
Micro can be featured at street level
1 or on rooftops and are a
Pico/Femto
complementary offering to fill the gap
cells
between the macro and the small
0.1 Radio location cells.
Pico/Femto cells are deployed in
Indoor Street level Building rooftop Mast indoor environments, therefore their
power level is limited.
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 14RF CHAIN SEGMENTATION
Our RF chain segmentation depends on two parameters, power level and frequency.
Power level is defined by two characteristics: the nature of the site (e.g., macrosite, small cell, etc.), the nature of
the antenna system and the associated number of streams (e.g., remote radio head (RRH), active antenna system
(AAS) with 16, 32, or 64 elements, etc.).
Frequency is defined by a set of ranges, whether it is FR1 (sub-6 GHz) or FR2 (mmWave).
100 W
2 streams macrosite RRH
75 W
Power per RF chain (W)
50 W
Multi-streams (4, 8) macrosite RRH
25 W
10 W
5W massive MIMO AAS
2.5 W
16, 32, 64 or 128 streams
1W
Multi streams (2, 4, 8, 16) small cells
250 mW
50 mW mmWave BTS
25 mW
64, 128 streams
3 GHz 6 GHz 28 – 39 GHz – 60 GHz
Operating frequency
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 15TRANSITION FROM REMOTE RADIO UNIT TO MMIMO RADIO
Heading toward a large increase in number of RF components
Main RF line scheme
32x10W, 64x5W
AAS
Gain
block
Main RF line scheme PA
137
142 142
module
2x80W, 4x40W, 8x20W
Gain Rx mmWave Beamformer
block module 108
Gain
256x200mW
RRU
block
84 AE AE
Driver 77
PA
RFIC
58 62
Gain LNA Switch mmWave AE AE
block
43 45 BTS
23 22 26 23
19
12
1 2 5
0 0 1
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
RF line macro RF line small cell
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 16RF COMPONENT TECHNOLOGY PLATFORM FOR INFRASTRUCTURE
By type of component
SiGe SiGe
LDMOS
BiCMOS BiCMOS
Final
Gain (Pre-) GaN
LDMOS stage
block Driver HEMT
PA
pHEMT pHEMT
InGaP HBT InGaP HBT
GaAs GaAs
SiGe GaN SiGe GaN
BiCMOS HEMT BiCMOS PIN diode
Low Noise Amplifier
HEMT
Beamformer
LNA Switch
module
RF SOI pHEMT pHEMT RF SoS pHEMT
RF SoS GaAs RF SOI RF SOI GaAs
GaAs
RF CMOS
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 17FINAL STAGE POWER AMPLIFIER TECHNOLOGY EVOLUTION
Power vs. Frequency characteristics 2021
Output
Power(W) Legend LDMOS GaAs GaN CMOS SiGe
1000
LTE RRH LTE / 5G Sub6 RRH
100
LTE Macrosites
LTE / 5G Sub6 Macrosites
Active antennas
Active antennas < 32 elements
< 32 elements
10 LTE / 5G sub6 Macrosites / Microsites Backhaul
Active antennas
> 32 elements
1
LTE small cells 5G Sub6 small cells
mmWave Small cells &
0.1 Micro BST
0 1 2 4 8 >20 Frequency(GHz)
Source:Yole
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 18URBAN SMALL CELL FORECAST
Radio standard view
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 19OVERALL RF MARKET FORECAST
By type of component
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 20OVERALL INFRASTRUCTURE RFFE MARKET FORECAST
Per technology platform
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 21OVERALL WAFER STARTS
By substrate type
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 22Infrastructure RF front end market forecast – By type of component
TAM RF front-end
2025
Final stage PA $3.6B
PreDriver, driver & gain block
LNA, LNA/Switch & switch
Filter 2020
Beamformer $2.7B
$1.5B
CAGR +4%
$1.2B
$0.7B $0.1B
CAGR +9% CAGR +100%
$0.005B
$0.4B
$0.7B $0.8B
$0.3B CAGR +2%
$0.2B CAGR +11%
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 23INFRASTRUCTURE RF FRONT END MARKET FORECAST
By technology platform
TAM RF Front End
LDMOS
GaAs
GaN
SiGe, RFSOI, CMOS, SoS, Si
Cavity
Ceramic
MLC, Acoustic
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 24INFRASTRUCTURE RF FRONT END WAFER START FORECAST
By substrate type
RF Front End wafer start (kw)
Si 8” eq
GaAs 6”
GaN/SiC 6”eq
GaN/Si 8”eq
SOI 8” eq
LT/LN 6” eq
SoS 6”
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 25OVERALL INFRASTRUCTURE RF FRONT-END MARKET SHARES
(*) 2020 RF front-end TAM excluding cavity and ceramic filters
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 26YOLE GROUP OF COMPANIES RELATED REPORTS
Yole Développement
5G’s Impact on RF Front-End and
Connectivity for Cellphones 2020
Contact our
Sales Team
for more
information
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 27YOLE GROUP OF COMPANIES RELATED REPORTS
System Plus Consulting
RF Front-End Module Comparison RF Front-End Module
2021 – Vol. 1 – Focus on Apple Comparison 2020 – Volume 4
Contact our
Sales Team
for more
information
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 28HOW TO USE OUR DATA?
Yole Group of Companies, including Yole Développement,
System Plus Consulting and PISEO, are pleased to provide
you a glimpse of our accumulated knowledge.
We invite you to share our data with your own network,
within your presentations, press releases, dedicated
articles and more, but you first need approval from Yole
Public Relations department.
If you are interested, feel free to contact us right now!
We will also be more than happy to give you updated data
and appropriate formats.
Your contact: Sandrine Leroy, Dir. Public Relations
Email: leroy@yole.fr
5G’s Impact on RF Front-End for Telecom Infrastructure 2021 | Sample | www.yole.fr | ©2021 29CONTACTS
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