RF Front-End Module Comparison 2020 – Volume 4
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REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT RF Front-End Module Comparison 2020 – Volume 4 Technical and cost overview of the latest radio frequency front-end module technologies integrated in Asian based smartphones manufacturers. SP20524 - RF report by Stéphane ELISABETH LABORATORY ANALYSIS by Youssef EL GMILI October 2020 – Sample 22 bd Benoni Goullin 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr ©2020 by System Plus Consulting | SP20524 - RF Front-End Module Comparison 2020 – Volume 4 | Sample 1 Table of Contents Overview / Introduction 4 ✓ Die View And Dimensions o Executive Summary ✓ Estimated Front-End Bloc Diagram o Reverse Costing Methodology o AFEM-9206 vs. AFEM-8100 Company Profile 12 o HiSilicon – Front-End Analysis 83 o Huawei, OnePlus, Oppo, Vivo, Xiaomi, ZTE o Huawei P40 Pro – RFFE Architecture o Smartphones Teardown: o Front-End Analysis P40 Pro, 8 5G, Reno3 5G, X30 Pro 5G, Mi 10 Pro, Nubia Red Magic 5G o Hi6HD05V100 vs. SKY77643-61 o Summary of the analyzed RF components o Murata – Front-End Analysis 95 o Physical Analysis Summary 34 Huawei P40 Pro – RFFE Architecture o Front-End Analysis o Database Contains: Number of phones, LTE/5G bands per smartphones, Module in RF Area o 429 vs. SKY58255 o Comparative Analysis: o Qorvo – Front-End Analysis 111 RFFE Area, Design Win, Main Supplier, Function, OEMs main Supplier o Vivo X30 Pro vs. Xiaomi Mi 10 Pro 5G vs. Huawei P40 Pro – RFFE Physical Comparison 45 Architecture o Area Distribution per Supplier & Function o Front-End Module Analysis o o Die Design Win in Number & Area QM75005 vs. SKY58254-11 o Qualcomm – Front-End Analysis 135 o Die Distribution per Function o OnePlus 8 5G vs. Xiaomi Mi 10 Pro 5G vs. ZTE/Nubia Red Magic 5G – o Filter Distribution per Smartphone: Technology and Substrate RFFE Architecture o PA/LNA/Switch Distribution per Smartphone: Technology and Substrate o Front-End Module Analysis o Material Substrate Distribution per Smartphone o QPM5679 vs. Hi6D03V100 o Cost Comparison 57 Skyworks – Front-End Analysis 137 o Oppo Reno3 5G – RFFE Architecture o Cost Distribution per Supplier & Function o Front-End Module Analysis Market Analysis 61 o SKY58254-11 vs. QPM6585 o Wifi Evolution Feedbacks 139 o Connectivity Market Ecosystem & Forecast SystemPlus Consulting services 141 Physical Analysis 67 o Summary of the analyzed RF components o Summary of Comparative Study o Broadcom – Front-End Analysis 70 o OnePlus 8 5G – RFFE Architecture o AFEM-9206 Analysis ✓ Package View & Dimensions ✓ Package Opening ©2020 by System Plus Consulting | SP20524 - RF Front-End Module Comparison 2020 – Volume 4 | Sample 2 Executive Summary Overview / Introduction RF Front-End Module Comparison 2020 – Vol. 1 RF Front-End Module Comparison 2020 – Vol. 2 o Executive Summary o Reverse Costing Study on smartphones on Q3 2019 Study on Huawei smartphones Methodology o Glossary Company Profile & Supply Chain Physical Analysis Physical Comparison Manufacturing Process Flow The report includes the study of at least twenty FEM and several The report includes the study of at least eighty FEM and several components found in three smartphones: Apple iPhone 11 Pro, components found in ten smartphones: Mate and P series from Cost Analysis Samsung Galaxy Note10+ and OnePlus 7 Pro 5G. Also, it comes 2015 to 2019. Also, it came along with a database including Cost Comparison along with a database including information on 485 components information on 483 components in 13 smartphones. in 17 smartphones. Selling Price Analysis Smartphone List Serie Generation Version # of Components Smartphone List 11 Pro 26 Serie Generation Version Addon # of Components Feedbacks Apple iPhone 11 - 20 30 Pro 5G 60 11 Pro Max 27 20 X 5G 45 Related Reports Note 10 Plus 19 Note 10 - 33 20 - - 22 Huawei Mate 10 Lite - 34 About System Plus Samsung Galaxy A80 - 22 Fold - 24 10 - - 28 Xcover 4 S 21 9 - - 40 OnePlus OnePlus 7 Pro 5G 33 8 - - 42 Meizu - 16 S 22 30 Pro - 41 Xiaomi Black Shark 2 - 41 30 - - 31 Asus ROG Phone II - 33 20 Pro - 37 Motorola One Vision - - 28 Huawei P 10 - - 45 Huawei Mate 20 X (5G) 45 Oppo Reno - 5G 24 9 - - 30 Royole FlexPai - - 31 9 Lite - 28 LG Electronics V50 ThinQ 5G 36 Total 483 Total 485 ©2020 by System Plus Consulting | SP20524 - RF Front-End Module Comparison 2020 – Volume 4 | Sample 3 Executive Summary Overview / Introduction Smartphone List RF Front-End Module Comparison 2020 – Vol. 3 Serie Generation Version Addon # of Components o Executive Summary 11 - - 5 o Reverse Costing Wifi & Connectivity 11 Pro - 4 Apple iPhone Methodology 11 Pro Max 3 o Glossary SE (2020) - - 3 Asus Rog Phone II - - 8 Google Pixel 4 XL - 6 Company Profile & Supply HTC Desire 19s - - 4 Chain 20 X 5G 8 Mate 30 Pro 5G 9 Huawei Xs - - 8 Physical Analysis P 40 Pro - 10 LG V60 ThinQ - - 8 Edge + - - 7 Physical Comparison Moto G8 Plus - 5 Motorola Hyper - - 6 One Manufacturing Process Flow Macro - - 4 The report includes the study of several FEMs and components Razr 2019 - - 5 7 Pro - 5G 9 found in 14 smartphones: From Apple to Xiaomi. Also, it came OnePlus Cost Analysis 8 - - 5G 10 along with a database including information on 281 components Find X2 - - 10 3 - 5G 6 in 44 smartphones. Oppo Cost Comparison Reno 3 Pro 5G 6 Ace - - 7 Selling Price Analysis A10 s - 4 A50 - - 7 A51 - - 6 Feedbacks Fold - - 5 M11 - - 4 M31 - - 7 Samsung Galaxy Related Reports Note10 - - 7 Note10 + - 8 About System Plus S20 Ultra 5G 8 S20 + 5G 8 Xcover 4S - 5 Z Flip - - 5 Sharp Aquos R - 5G 5 Nex 3s - - 8 Vivo Nex S - - 5 X30 Pro - - 7 Mi 10 Pro 5G 8 Mi Note 10 - 5 Xiaomi K30 - 5G 6 Redmi Note 8 Pro 5 ZTE Nubia Red Magic - 5G 7 Total 281 ©2020 by System Plus Consulting | SP20524 - RF Front-End Module Comparison 2020 – Volume 4 | Sample 4 Executive Summary Overview / Introduction RF Front-End Module Comparison 2020 – Vol. 4 RF Front-End Module Comparison 2020 – Vol. 5 o Executive Summary o Reverse Costing Study on Chinese/Asian OEMs Study on Apple Smartphones Methodology o Glossary Company Profile & Supply Chain Physical Analysis Physical Comparison Manufacturing Process Flow The report includes the study of at least 50 FEM and several components found in Five smartphones: Huawei P40 Pro, Cost Analysis OnePlus 8 5G, Oppo Reno3 5G, Vivo X30 Pro, Xiaomi Mi 10 Pro 5G Cost Comparison and ZTE Nubia Red magic 5G. Also, it comes along with a database including information on 516 components in 19 Selling Price Analysis smartphones. Smartphone List Serie Generation Version Addon # of Components Asus ROG Phone II - - 30 Feedbacks HTC Desire 19s - - 29 Mate 30 Pro 5G 36 Related Reports Huawei Mate Xs - - 39 P 40 Pro - 41 OnePlus 8 - - 5G 16 About System Plus Find X2 - - 32 Reno Ace - - 15 Oppo Reno 3 - 5G 19 Reno 3 Pro 5G 32 Sharp Aquos R - - 5G 21 Nex 3s - - 31 Vivo X30 - Pro - 22 Realme X50 - - 5G 31 Mi 10 Pro 5G 28 Mi Note 10 - - 24 Xiaomi Redmi K30 - 5G 22 Redmi Note 8 Pro - 28 ZTE Nubia Red Magic - 5G 20 Total 516 ©2020 by System Plus Consulting | SP20524 - RF Front-End Module Comparison 2020 – Volume 4 | Sample 5 Huawei Smartphone Teardown – Huawei P40 Pro Overview / Introduction Company Profile & Supply Chain LTE PAMiD Physical Analysis Physical Comparison Manufacturing Process Flow Cost Analysis Cost Comparison Huawei P40 Pro Front & Back View Selling Price Analysis ©2020 by System Plus Consulting Feedbacks Related Reports 5G PAM About System Plus Huawei P40 Pro Main Board LTE/5G RxTx ©2020 by System Plus Consulting Footprint PCB Area: ~ XX mm² Total PCB Area: ~ XX mm² Total RF Area: ~ XX mm² Huawei P40 Pro Opened View ©2020 by System Plus Consulting ©2020 by System Plus Consulting | SP20524 - RF Front-End Module Comparison 2020 – Volume 4 | Sample 6 Vivo Smartphone Teardown – Vivo X30 Pro 5G Overview / Introduction RF Components Manufacturer Band Type Area Quantity RF Board Cost Company Profile & Supply Chain (Marking) (mm²) Proportion QM77040 Qorvo MB/HB PAMiD XX X XX % $ XX Physical Analysis QM77032 Qorvo LB PAMiD XX X XX % $ XX Physical Comparison 434 Murata Diversity XX X XX % $ XX QM78200 Qorvo n77/n78 PAMiD XX X XX % $ XX Manufacturing Process Flow QM75005 Qorvo n41 PAMiD XX X XX % $ XX Total XX X XX % $ XX Cost Analysis Cost Comparison Selling Price Analysis RF Board Area : Feedbacks XX mm² Related Reports About System Plus ©2020 by System Plus Consulting | SP20524 - RF Front-End Module Comparison 2020 – Volume 4 | Sample 7 QM75005 – Die Overview – Filter Overview / Introduction Company Profile & Supply Chain Physical Analysis o Module Disassembly o Package Assembly o Views & Dimensions o Cross-Section o Patent o Sensor Die o Views & Dimensions o Delayering o Die Process Package Opened View – Optical View o Die Cross-section ©2020 by System Plus Consulting o ASIC Die o Views & Dimensions o Delayering o Die Process o Die Cross-section Physical Comparison n41 BAW-SMR Filter Die View – Optical View Manufacturing Process Flow ©2020 by System Plus Consulting Cost Analysis Cost Comparison Selling Price Analysis Feedbacks • Die area: XX mm² Related Reports About System Plus (XX x XX mm) • Die marking: XX n41 BAW-SMR Filter Die Schematic View – Optical View ©2020 by System Plus Consulting • Die substrate: XX ©2020 by System Plus Consulting | SP20524 - RF Front-End Module Comparison 2020 – Volume 4 | Sample 8 QM75005 vs. SKY58254-11 – Package View & Dimensions Overview / Introduction Company Profile & Supply Chain Physical Analysis o Module Disassembly o Package Assembly o Views & Dimensions o Cross-Section o Patent o Sensor Die o Views & Dimensions o Delayering o Die Process o Die Cross-section