SAW Filter Comparison 2020 | Sample 1 Table of Contents

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

SAW Filters Comparison 2020 Review of SAW filters process and cost SP20490 – RF report by Stéphane ELISABETH Lab. analysis by Peggy GALLOIS and Nicolas RADUFE June 2020 – Sample

Overview / Introduction 4 Physical Comparison 135 o Executive Summary o Resonator Density and Cost o Reverse Costing Methodology Manufacturing Process 138 Company Profile 9 o Global Overview o Murata, Skyworks, Qorvo, Qualcomm, Wisol, Taiyo Yuden, o Filter Front-End: Kyocera, Tai-SAW, SAWNICS, Shoulder Wafer Process Flow and Fabrication Unit o SAW Filter technology Cost Analysis 163 Device Teardown 30 o Summary of the cost analysis 164 o SAW Filter Discrete distribution o Yields Explanation & Hypotheses 166 o SAW Filter Companies main clients o Murata Filters 168 o SAW Filter Companies Technology ✓ Die front-end cost Market Analysis 47 ✓ Die probe test, thinning & dicing o RF Front-End & Connectivity Market Forecast ✓ Die wafer & die cost o RF Front-End Supply Chain & Market Share o Skyworks and Qorvo Filters 173 o RF Filter Market Forecast o Qualcomm Filters 178 Physical Analysis 52 o Wisol, Taiyo Yuden and Kyocera Filters 183 o Summary of the Physical Analysis 53 o Tai-SAW, SAWNICS and Shoulder Filters 188 o Murata SAW vs. TC-SAW vs. TF-SAW 57 Comparison Cost 193 ✓ Die view and dimensions Feedbacks 197 ✓ Die overview: schematic, IDT, air bridge, dimensions SystemPlus Consulting services 199 ✓ Die cross-section: substrate, electrode, IDT ✓ Die process characteristics o Skyworks TC-SAW 68 o Qorvo TC-SAW 78 o Qualcomm SAW vs. TC-SAW 88 o Wisol, Taiyo Yuden and Kyocera SAW 98 o Tai-SAW, SAWNICS and Shoulder SAW 117

Overview / Introduction o Executive Summary o Reverse Costing Methodology This full reverse costing study has been conducted to provide insight on technology data, and manufacturing cost of the SAW filters o Glossary technology from these companies: Murata, Qorvo, Skyworks, Qualcomm, Wisol, Taiyo Yuden, Kyocera, Tai-SAW, SAWNICS and Shoulder.

Company Profile & Supply Chain

Device Teardown In 2018, the market for Radio Frequency (RF) Front-Ends and connectivity was worth $15 billion, Yole Développement estimates. The leader in this market was Murata, with a quarter share, mainly with its discrete filters. In this segment, more than 60% of the filters are Market Analysis based on Surface Acoustic Wave (SAW) technology in 2020. There are three main process: SAW, Temperature-Compensated SAW (TC- SAW) and Thin-Film SAW (TF-SAW). For pure SAW, several Asian companies are involved, like Wisol and Kyocera. For TC-SAW, the market Physical Analysis is split between four players. Two of them are Skyworks and Qorvo. The other two companies have now introduced TF-SAW technology into their portfolio, Murata in 2019 and Qualcomm in 2020. Physical Comparison

Manufacturing Process Flow This report provides insights and technology data for SAW filter technology for different suppliers. It includes a comparative study of Cost Analysis thirteen components from Murata, Skyworks, Qorvo, Qualcomm, Wisol, Taiyo Yuden, Sawnics, Kyocera, Tai-SAW and Shoulder. Cost Comparison

Feedbacks Physical data for several components has been compared in terms of process flow, cost and integration to provide a large panel of technical and economic choices from the market such as: Related Reports - Standard SAW technology from emerging Asian companies compared to leaders on the market About System Plus - Temperature-Compensated and High-Performance SAW filters using oxide layers, air cavity and protective layer - Thin-Film SAW from Murata using ceramic/silicon wafer bonding to improve standard SAW technology The report includes a description of each process flow for the thirteen SAW technologies on the market. It also contains a complete cost analysis of each process and tries to explain OEM choices.

Overview / Introduction • o Executive Summary The list below regroups all the general data on the SAW filters studied in this report. o Reverse Costing Methodology o Glossary • This report will include a complete study of: o 9 SAW filters which uses standard piezoelectric as substrate Company Profile & Supply Chain o 4 TC-SAW Filters which uses Thermo-compensated layer to avoid thermal drift Device Teardown o 1 TF-SAW Filters which uses Lithium Tantalate-On-Insulator (LTOI) substrate

Market Analysis • A detailed study of a relation between the function and the structure of those SAW filters will be detailed in the Physical Comparison part. Physical Analysis

Physical Comparison

Manufacturing Process Flow Manufacturer SAW TC-SAW Thin Film SAW

Cost Analysis Murata X X X Skyworks X Cost Comparison Qorvo X X Feedbacks Qualcomm X X Related Reports Wisol X About System Plus Taiyo Yuden X Kyocera X Sawnics X Shoulder Electronics X Tai-SAW X

Overview / Introduction Xiaomi OnePlus Samsung • Based on the teardowns Black Shark 2 128GB 8GB RAM 6 A9 (2018) Mi 5c 7 Pro 5G Galaxy A5 (2017) Dual SIM COMPONENT UNIT INTEGRATING SAW Company Profile & Supply Chain of more than 130 from Mi 6 OPPO Galaxy A50 64GB Dual SIM Mi 8 F5 Galaxy A6 (2018) FILTER BY SUPPLIER 2017 to 2019, the Mi 8 Explorer Edition F7 Galaxy A8 (2018) TAI-SAW SAWNICS Device Teardown Kyocera Mi Mix 2 Find X Galaxy A80 1% 0% SHOULDER o SAW Filter Discrete Distribution distribution of the Mi Mix 3 5G 64GB K1 Galaxy Fold 2% 0% o SAW Filter Companies Main Note 4 R11 Galaxy J2 Pro discrete filter shows a Pocophone F1 R17 PRO Galaxy J3 Emerge Clients leadership of Murata. Redmi 4X Reno 3 5G Galaxy J6 (2018) o SAW Filter technology per Redmi Note 4 (2017 Global Version) Reno 5G Galaxy J8 (2018) Taiyo_Yuden Companies Near half of the market is Redmi Note 5 Pro Posh Galaxy Note10 Redmi Note 7 Pro Equal Plus Galaxy Note10+ 256GB 9% handle by the company. Redmi Note 8 Pro 128GB 6GB RAM Red Galaxy Note8 Market Analysis Hydrogen One Galaxy Note9 ZTE Galaxy S10 • The survey was built on Axon M Motorola Galaxy S10 5G (Korea) Physical Analysis Moto E4 Plus Galaxy S10 5G USA 1395 components in 130 Nokia Moto G5 Galaxy S10+ smartphones integrating 8 Moto G6 Play Galaxy S10E Physical Comparison 8110 4G (Banana Phone) Moto X4 Galaxy S8 SAW filter in their design. 9 Pureview Galaxy S8 Plus Wisol Nokia 6 Galaxy S9 16% Manufacturing Process Flow X6 (2018) Galaxy S9 Plus Galaxy XCover 4 Murata Alcatel T-Mobile Google Huawei Galaxy Xcover 4s Cost Analysis 3v REVVL Pixel 2 Ascend Mate 7 Z4 48% UMIDIGI Pixel 3 XL Honor View 20 BlackBerry A1 Pro Pixel 4 XL USA 64GB Mate 10 Cost Comparison KEYone Mate 10 lite Asus Vivo Mate 20 Blackview ROG Phone NEX Dual Display Mate 20 X (5G) Feedbacks Max1 ROG Phone II NEX S Mate 30 Pro 5G Zenfone 4 Pro V7+ Nova 4 Royole ZenFone 5 X20 Plus UD P10 Related Reports FlexPai Zenfone 6 ZS630KL A 128GB X23 P20 Pro Zenfone Max Plus M1 P30 About System Plus Sony HTC P30 Pro Xperia XZ2 Compact Meizu U11 Y6 2019 QCOM 16s U12+ 20% Apple E2 LG Electronics iPhone 11 256GB M6s (Blue Charm S6) LEAGOO G6 iPhone 11 Pro 512GB Pro 7 Plus T5c G7 ThinQ iPhone 11 Pro Max A2161 64GB G8 ThinQ iPhone 8 A1905 Exsential Lenovo Q7+ iPhone 8 Plus (CDMA) A1864 PH-1 K320t V30 iPhone 8 Plus A1897 V35 ThinQ Qorvo Skyworks iPhone X (CDMA) A1865 Gionee Yota Devices V40 ThinQ 1% 3% iPhone X A1901 M7 Yota3 V50 ThinQ 5G iPhone XR X venture iPhone Xs Max ©2020 by System Plus Consulting | SP20490 – SAW Filter Comparison 2020 | Sample 5 Modules & Discretes – Murata Supply Chain

Overview / Introduction

Company Profile & Supply Chain

Device Teardown o SAW Filter Discrete Distribution o SAW Filter Companies Main Clients o SAW Filter technology per Companies

Market Analysis

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Feedbacks

Overview / Introduction

Company Profile & Supply Chain

Device Teardown

Market Analysis

Physical Analysis o Summary of Analysis o Murata SAW vs. TC-SAW vs. TF- SAW o Skyworks TC-SAW o Qorvo TC-SAW o Qualcomm SAW vs. TC-SAW o Wisol, Taiyo Yuden and Kyocera SAW o Tai-SAW, SAWNICS and Shoulder SAW

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

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About System Plus

Overview / Introduction XX mm XX mm XX mm

Company Profile & Supply Chain

Device Teardown

Market Analysis XX mm XX

Physical Analysis

XX mm XX mm XX o Summary of Analysis o Murata SAW vs. TC-SAW vs. TF- SAW o Skyworks TC-SAW o Qorvo TC-SAW o Qualcomm SAW vs. TC-SAW o Wisol, Taiyo Yuden and Kyocera SAW o Tai-SAW, SAWNICS and Shoulder SAW Die View – SAW, TC-SAW and TF-SAW ©2020 by System Plus Consulting Physical Comparison Die Area: XX mm² Die Area: XX mm² (XX x XX mm) (XX x XX mm) Die Area: XX mm² Manufacturing Process Flow (XX x XX mm) Nb of PGDW per X-inch (XX) wafer: Nb of PGDW per X-inch (XX) wafer: Cost Analysis XX XX Nb of PGDW per X-inch (XX) wafer: Cost Comparison XX Feedbacks

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Physical Analysis • TC-SAW Resonator density: XX Resonator/mm² o Summary of Analysis o Murata SAW vs. TC-SAW vs. TF- SAW o Skyworks TC-SAW o Qorvo TC-SAW o Qualcomm SAW vs. TC-SAW o Wisol, Taiyo Yuden and Kyocera SAW o Tai-SAW, SAWNICS and Shoulder SAW Die View – SAW Physical Comparison ©2020 by System Plus Consulting

Manufacturing Process Flow

Cost Analysis

Cost Comparison

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About System Plus

Overview / Introduction

Company Profile & Supply Chain

Device Teardown

Market Analysis

Physical Analysis o Summary of Analysis o Murata SAW vs. TC-SAW vs. TF- SAW Die View – TC-SAW Filter – SEM View o Skyworks TC-SAW ©2020 by System Plus Consulting o Qorvo TC-SAW o Qualcomm SAW vs. TC-SAW o Wisol, Taiyo Yuden and Kyocera SAW o Tai-SAW, SAWNICS and Shoulder SAW • IDT Pitch: XX µm Physical Comparison • Minimum Line/Space: Manufacturing Process Flow XX µm / XX µm

Cost Analysis

Cost Comparison

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Overview / Introduction

Company Profile & Supply Chain

Device Teardown

Market Analysis

Physical Comparison

Manufacturing Process Flow

Feedbacks • SAW – LT Substrate thickness: XX µm

Related Reports • TC-SAW – LN Substrate thickness: XX µm

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Overview / Introduction

Company Profile & Supply Chain

Device Teardown

Market Analysis

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Cost Comparison

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Device Teardown XX XX XX X Lithography steps X Lithography steps X Lithography steps Market Analysis

Physical Analysis

Physical Comparison

Manufacturing Process Flow o Global Overview o Filters Wafer process Flow o Filters Fabrication Unit XX XX XX X Lithography steps X Lithography steps X Lithography steps Cost Analysis

Cost Comparison

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XX XX X Lithography steps X Lithography steps

Overview / Introduction

Company Profile & Supply Chain

Device Teardown

Market Analysis

Physical Analysis

Physical Comparison

Manufacturing Process Flow o Global Overview o Filters Wafer process Flow o Filters Fabrication Unit

Cost Analysis

Cost Comparison

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About System Plus

Overview / Introduction

Company Profile & Supply Chain

Device Teardown

Market Analysis

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Physical Comparison

Manufacturing Process Flow

Cost Analysis

o Cost Analysis Summary o Yields Explanation & Hypotheses o Murata Filters: SAW vs. TC-SAW vs. TF-SAW o Skyworks and Qorvo Filters: TC- SAW o Qualcomm Filters: SAW vs. TC- SAW o Wisol, Taiyo Yuden and Kyocera SAW Filters o Tai-SAW, SAWNICS and Shoulder SAW Filters

Cost Comparison

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Cost Comparison o SAW Filters vs. TF-SAW o TC-SAW Filters vs. TF-SAW o Filters cost per Area

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Overview / Introduction

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Cost Comparison o SAW Filters vs. TF-SAW o TC-SAW Filters vs. TF-SAW o Filters cost per Area

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Device Teardown REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT Market Analysis RF RF Devices & Technology • 5G’s Impact on RF Front-End Module and Connectivity for Cell Physical Analysis • RF Front-End Module Comparison 2020 – Volume 2 • RF Front-End Module Comparison 2020 – Volume 1 phones 2019 Physical Comparison • Broadcom AFEM-8100 System-in-Package in the Apple iPhone 11 Series Manufacturing Process Flow • Murata Incredible High Performance (IHP) SAW Filter

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