RF Front-End Module Comparison 2020 - Volume 2 | Sample 1 Table of Contents

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

RF Front-EndModule Comparison2020 – Vol.2 Evolution of Huawei‘s Flagships: From Mate 8 to Mate 30 Pro 5G SP20522 - RF report by Stéphane ELISABETH April 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 | SP20522 – RF Front-End Module Comparison 2020 - Volume 2 | Sample 1 Table of Contents

Overview / Introduction 4 Physical Analysis 77 o Executive Summary o Broadcom Devices Summary & Analysis 78 o Reverse Costing Methodology o Front-End Module & RF Components Company Profile 9  Package View & Dimensions o Huawei:  Package Opening • Mate and P Series History & RF Suppliers  Active Dies: Power Amplifier, SPxT Switch, LNA, RFIC • Mate Series Teardown: Mate 8, Mate 9, Mate 10, Mate 20, Mate 20 X 5G and Mate 30 Pro 5G  Passive Dies (SAW Filter, BAW Filter, IPD) • Mate Series RF Chipset  Components Summary • P Series Teardown: P9, P10, P20 Pro, P30 Pro o Skyworks Devices Summary & Analysis 83 • P Series RF Chipset o Front-End Module & RF Components • Huawei P40 Pro 5G Chipset Comparison: P30 Pro and Mate 30 Pro 5G  Module Analysis Physical Analysis Summary 35 o Murata Devices Summary & Analysis 149 o Summary of the analyzed RF components: Devices, SiP Packaging, o Front-End Module & RF Components Module  Module Analysis o Qorvo Devices Summary & Analysis 195 o Comparative Analysis: o Front-End Module & RF Components Band Distribution and Evolution, Evolution of the Main Supplier  Module Analysis Physical Comparison 47 o Qualcomm Devices Summary & Analysis 257 o Area Distribution per Supplier & Function: From 2015 to 2019 o Front-End Module & RF Components o Device in Module distribution: From 2015 to 2019  Module Analysis o Material Distribution: From 2015 to 2019 o Infineon and NXP Devices Summary & Analysis 268 o o Supported band and Component Distribution: From 2015 to 2019 Front-End Module & RF Components  Module Analysis o RF Architecture Evolution: From 2015 to 2019 o HISilicon and Maxscend Devices Summary & Analysis 283 o Flagship Evolution: P series and Mate Series o Front-End Module & RF Components Board, Chipset, Cost  Module Analysis o Flagship Comparison: Huawei Mate 20 Pro 5G vs. Samsung S20 Ultra 5G o On Semi. and STMicro. Devices Summary & Analysis 287 vs. Apple iPhone 11 Pro o Front-End Module & RF Components Board, Chipset, Cost  Module Analysis Cost Comparison 68 o Intersil, National Semi. and Sony Devices Summary & Analysis 295 o Cost Distribution: From 2015 to 2019 o Front-End Module & RF Components Per Supplier, Per Region, Per Function  Module Analysis Market Analysis 72 Feedbacks 299 o Smartphone & Supplier OEM Market Share SystemPlus Consulting services 301 o RFFE Market Ecosystem & Forecast ©2020 by System Plus Consulting | SP20522 – RF Front-End Module Comparison 2020 - Volume 2 | Sample 2 Executive Summary

Overview / Introduction o Executive Summary This first volume has been conducted to provide insight on technology data for RF FEM and Components in Smartphones. The o Methodology o Glossary report includes the study of at least eighty FEM and several components found in ten smartphones: Huawei Mate and P series, from 2015 to 2019. Company Profile & Supply Chain

Components Summary With teardowns of a large variety of smartphones, the main RF Modules and components have been extracted and physically Physical Comparison analyzed, from the output of the transceiver to the antenna. Packaging, sizes and technologies have been studied to provide a large panel of OEM technical and economical choices and an overview of the market. Cost Comparison

Market Analysis The report includes a description of each component and statistical analyses for most of front-end modules. It also tries to Physical Analysis explain the OEMs choices and the supplier tendencies. Finally, cost estimation of the module and filter impact are given.

Feedbacks

Related Reports Note:

About System Plus Antenna tuner has been integrated in this report. Discrete filters and duplexer has been integrated in this report. Wifi and Bluetooth Module analyses are not included in this report.

Overview / Introduction RF Front-End Module Comparison 2020 – Vol. 1 RF Front-End Module Comparison 2020 – Vol. 2 o Executive Summary o Methodology Study on Smartphones on Q3 2019 Study on Huawei Smartphones o Glossary

Company Profile & Supply Chain

Components Summary

Physical Comparison

Cost Comparison

Market Analysis 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 Physical Analysis Samsung Galaxy Note10+ and OnePlus 7 Pro 5G. Also, it came 2015 to 2019. Also, it came along with a database including Feedbacks along with a database including information on 485 components information on 483 components in 13 smartphones. in 17 smartphones. Related Reports Smartphone List Serie Generation Version # of Components Smartphone List 11 Pro 26 Serie Generation Version Addon # of Components About System Plus Apple iPhone 11 - 20 30 Pro 5G 60 11 Pro Max 27 20 X 5G 45 Note 10 Plus 19 Note 10 - 33 20 - - 22 Samsung Galaxy A80 - 22 Huawei Mate 10 Lite - 34 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 | SP20522 – RF Front-End Module Comparison 2020 - Volume 2 | Sample 4 Huawei Smartphone History & RF Major Players

Overview / Introduction Q4 2015 Q1 2016 Q4 2016 Q1 2017 Q4 2017 Q2 2018 Q4 2018 Q1 2019 Q3 2019 Q4 2019 Company Profile & Supply Chain o Huawei Mate 8 P9 Mate 9 P10 Mate 10 P20 Mate 20 Mate 20 X P30 Mate 30 o Mate Series o P Series

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction Q4 2015 Q4 2016 Q4 2017 Q4 2018 Q1 2019 Q4 2019 Company Profile & Supply Chain o Huawei Mate 8 Mate 9 Mate 10 Mate 20 Mate 20 X 5G Mate 30 Pro 5G o Mate Series o P Series

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction

Company Profile & Supply Chain o Huawei o Mate Series o P Series

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction

Company Profile & Supply Chain o Huawei o Mate Series o P Series

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction

Company Profile & Supply Chain o Huawei o Mate Series o P Series

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction

Company Profile & Supply Chain o Huawei o Mate Series o P Series

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction

Company Profile & Supply Chain o Huawei o Mate Series o P Series

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction Manufacturer Model Type Manufacturer Model Type Manufacturer Model Type BGU8M1 LNA QM12002 Switch Company Profile & Supply Chain Broadcom ACFM-2013 Multiplexer Qorvo BGS8H2 LNA RF1630 Switch Hi6D05V100 LNA/Switch NXP BGU8H1 LNA SKY78191 LB PAMiD Components Summary Hi6D03V100 LNA/Switch o List of devices BGS8L2 LNA SKY78113 LB PAMiD HI6H02TV100 LNA/Switch o Band Distribution TCC-103 Tuner SKY78114 MB PAMiD HI6H01TV100 LNA/Switch o Main Supplier TCP-3027HA Tuner SKY78117 HB PAMiD HI6H01SV100 LNA/Switch HiSilicon On Semiconductor Jxx Tuner SKY13630 FEM HI6H02SV100 LNA/Switch Physical Comparison Kxx Tuner SKY77360 PAM Hi6D22V100 LNA/Switch TCP-4182UB Tuner SKY13455 FEM Cost Comparison HI6H12V100 LNA/Switch Qualcomm QDM2305 Diversity SKY13552 Switch HI6H11SV100 LNA/Switch QM77031 HB/MB PAMiD Skyworks SKY13416 Switch Market Analysis HI6H13V100 LNA/Switch QM77033 LB PAMiD SKY85203 LNA/Switch BGSX22G2A10 Switch RF3240A PAM SKY13598 Switch Physical Analysis BGS14MPA9 Switch Infineon RF7460 PAM SKY19237 Switch BGSA12UGL8 Switch TQF6297 HB PAMiD SKY19225 Tuner Feedbacks BGA7H1BN6 Switch QM11101 Diversity SKY13699 Switch Intersil ISL9110 RFIC Related Reports RF1491A Switch SKY19003 Tuner MXD8540X Switch QM17001 FEM SKY19249 Tuner About System Plus MXD8543S Tuner QM25002 Multiplexer SKY13582 Switch Maxscend BS Tuner RF1681 Diversity CXA4448 Switch Qorvo Sony SN Switch RF1643 Switch CXA4403 Switch 446# FEM RF1646 Switch STPTIC27L2 Tuner 429# PAM RF1119 Tuner STMicroelectronics STPTIC27C4 Tuner 438# FEM QM13125 Tuner STPTIC-82C4 Tuner Murata 324# Diversity QM11022A Switch 434# Diversity RF1117 Tuner • These Component will be opened, and the XMSS120 Switch QM13141 Tuner die pictures will be presented in this report. XMSS-054 Switch QM12114 Switch • The list regroup all the main components National Instruments LM3243B RFIC RF1628 Switch QM12112 Switch found in the Mate and P series since 2015. BGU8009 LNA NXP BGS8M2 LNA

Overview / Introduction

Company Profile & Supply Chain

Components Summary o List of devices o Band Distribution o Main Supplier

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction

Company Profile & Supply Chain

Components Summary o List of devices o Band Distribution o Main Supplier

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction

Company Profile & Supply Chain

Components Summary

Physical Comparison o Area Distribution by Supplier o Area Distribution by Function o Evolution of Area o Distribution in Modules o Evolution Distribution in Modules o Evolution of Filters in Modules o Material Distribution o Evolution of Silicon Consumption o Supported band & Component Distribution o RF Architecture Evolution o Flagship Evolution: Mate Series, P Series, Apple vs. Samsung vs. Huawei

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction

Company Profile & Supply Chain

Components Summary

Cost Comparison

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction Mate 30 Pro 5G Company Profile & Supply Chain Galaxy S20 Ultra 5G Components Summary

Physical Comparison o Area Distribution by Supplier o Area Distribution by Function o Evolution of Area iPhone 11 Pro o Distribution in Modules o Evolution Distribution in Modules o Evolution of Filters in Modules o Material Distribution o Evolution of Silicon Consumption o Supported band & Component Distribution o RF Architecture Evolution o Flagship Evolution: Mate Series, P Series, Apple vs. Samsung vs. Huawei

Cost Comparison RF Board Area: XX mm²

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

RF Board Area: XX mm²

Overview / Introduction

Company Profile & Supply Chain

Components Summary

Physical Comparison

Cost Comparison o Cost Distribution by Supplier o Evolution of Cost by Region o Cost Distribution by Function

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction

Company Profile & Supply Chain

Components Summary

Physical Comparison

Cost Comparison o Cost Distribution by Supplier o Evolution of Cost by Region o Cost Distribution by Function

Market Analysis

Physical Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction

Company Profile & Supply Chain

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis o Broadcom Analysis o Skyworks Analysis o Murata Analysis o Qorvo Analysis o Qualcomm Analysis o Infineon Analysis o NXP Analysis o HiSilicon Analysis o Maxscend Analysis o On Semiconductor Analysis o STMicroelectronics Analysis o Intersil, National Semi., Sony Analysis

Feedbacks

Related Reports

About System Plus

Components Summary Mate 8 P9 Mate 9 P10 Mate 10 P20 Pro Mate 20 P30 Pro Mate 20 X (5G) Mate 30 Pro 5G Physical Comparison

Cost Comparison

Market Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction

Company Profile & Supply Chain

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction

Company Profile & Supply Chain

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Feedbacks

Related Reports

About System Plus

Overview / Introduction

Company Profile & Supply Chain

Components Summary

Physical Comparison SMD 0201 Cost Comparison number: XX

Market Analysis

Physical Analysis o Broadcom Analysis o Skyworks Analysis o Murata Analysis o Qorvo Analysis o Qualcomm Analysis o Infineon Analysis SMD 01005 o NXP Analysis number: XX o HiSilicon Analysis o Maxscend Analysis o On Semiconductor Analysis o STMicroelectronics Analysis o Intersil, National Semi., Sony Analysis

Feedbacks

Related Reports

About System Plus

Package Opening – Optical View ©2020 by System Plus Consulting ©2020 by System Plus Consulting | SP20522 – RF Front-End Module Comparison 2020 - Volume 2 | Sample 24 SKY78191 – Actives – Power Amplifier

Overview / Introduction

Company Profile & Supply Chain • Die Area: XX mm² Components Summary (XX x XX mm) Physical Comparison • Die Marking: XX • Die Substrate: XX Cost Comparison

Market Analysis

Physical Analysis o Broadcom Analysis o Skyworks Analysis o Murata Analysis Package Opening – Optical View o Qorvo Analysis ©2020 by System Plus Consulting o Qualcomm Analysis o Infineon Analysis o NXP Analysis o HiSilicon Analysis o Maxscend Analysis o On Semiconductor Analysis Power Amplifier Die View – Optical View o STMicroelectronics Analysis ©2020 by System Plus Consulting o Intersil, National Semi., Sony Analysis • Die Area: XX mm² Feedbacks (XX x XX mm) • Related Reports Die Marking: XX • Die Substrate: XX About System Plus

Power Amplifier Die View – Optical View ©2020 by System Plus Consulting ©2020 by System Plus Consulting | SP20522 – RF Front-End Module Comparison 2020 - Volume 2 | Sample 25 SKY78191 – Actives – SPxT Switch

Overview / Introduction

Company Profile & Supply Chain

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis o Broadcom Analysis o Skyworks Analysis o Murata Analysis Package Opening – Optical View o Qorvo Analysis ©2020 by System Plus Consulting o Qualcomm Analysis o Infineon Analysis o NXP Analysis • Die Area: XX mm² o HiSilicon Analysis Switch Die View – Optical View o Maxscend Analysis (XX x XX mm) ©2020 by System Plus Consulting o On Semiconductor Analysis • Die Marking: XX o STMicroelectronics Analysis o Intersil, National Semi., Sony • Die Substrate: XX Analysis

Overview / Introduction

Company Profile & Supply Chain

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis o Broadcom Analysis o Skyworks Analysis o Murata Analysis Package Opening – Optical View o Qorvo Analysis ©2020 by System Plus Consulting o Qualcomm Analysis o Infineon Analysis RFIC Die View – Optical View o NXP Analysis ©2020 by System Plus Consulting o HiSilicon Analysis o Maxscend Analysis o On Semiconductor Analysis • Die Area: XX mm² o STMicroelectronics Analysis o Intersil, National Semi., Sony (XX x XX mm) Analysis • Die Marking: XX

Feedbacks • Die Substrate: XX

Related Reports

About System Plus

Overview / Introduction (Die 1) Company Profile & Supply Chain Die Area : XX mm² Components Summary (XX x XX mm)

Physical Comparison (Die 2) Cost Comparison Die Area : XX mm² Market Analysis (XX x XX mm)

Physical Analysis o Broadcom Analysis (Die 3) o Skyworks Analysis Die Area : XX mm² o Murata Analysis o Qorvo Analysis (XX x XX mm) o Qualcomm Analysis o Infineon Analysis o NXP Analysis o HiSilicon Analysis (Die 4) o Maxscend Analysis Die Area : XX mm² o On Semiconductor Analysis o STMicroelectronics Analysis (XX x XX mm) o Intersil, National Semi., Sony Analysis

Feedbacks

Related Reports

About System Plus

Package Opening – Optical View ©2020 by System Plus Consulting ©2020 by System Plus Consulting | SP20522 – RF Front-End Module Comparison 2020 - Volume 2 | Sample 28 SKY78191 – Component Summary Overview / Introduction Module Area: XX mm² Company Profile & Supply Chain Module Cost $XX

Components Summary

Physical Comparison

Cost Comparison

Market Analysis

Physical Analysis o Broadcom Analysis XX % /RF Board Area o Skyworks Analysis XX % /RF Board Area o Murata Analysis o Qorvo Analysis Number of dies in o Qualcomm Analysis PAMiD Total Die Area (mm²) o Infineon Analysis Module o NXP Analysis o HiSilicon Analysis Filter (Type) XX (XX) XX (XX) o Maxscend Analysis Switch XX XX o On Semiconductor Analysis o STMicroelectronics Analysis Power Amplifier XX XX o Intersil, National Semi., Sony Analysis RFIC XX XX

Feedbacks LNA XX XX

Related Reports IPD XX XX Passives SMD XX XX About System Plus Blank Space - XX Total XX XX ©2020 by System Plus Consulting | SP20522 – RF Front-End Module Comparison 2020 - Volume 2 | Sample 29 Related Reports

Overview / Introduction

Company Profile & Supply Chain

Components Summary REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT Physical Comparison RF & PACKAGING ADVANCED PACKAGING • 5G’s Impact on RF Front-End Module and Connectivity for Cell Cost Comparison • RF Front-End Module Comparison 2020 – Volume 1 • Qualcomm’s First 5G mmWave Chipset: SDX50M and phones 2019 Market Analysis QTM052 • System-in-Package Technology and Market Trends 2020 • Qorvo QM76018 RFFEM in the Apple iPhone Xr Physical Analysis • Murata Incredible High Performance (IHP) SAW Filter • Broadcom AFEM-8092 System-in-Package in the Apple Feedbacks iPhone Xs/Xr Series

Related Reports

About System Plus

Overview / Introduction

Company Profile & Supply Chain

Components Summary Physical Comparison Custom Analyses Cost Comparison (>130 analyses per year)

Market Analysis Physical Analysis Reports Feedbacks (>60 reports per year) Related Reports

About System Plus o Company services o Contact o Legal Costing Tools

Trainings

Overview / Introduction

Company Profile & Supply Chain

Components Summary

Physical Comparison FRANKFURT/MAIN Europe Sales Office

Cost Comparison NANTES LYON KOREA Headquarters YOLE HQ YOLE Market Analysis CORNELIUS TOKYO YOLE Inc. YOLE KK Physical Analysis GREATER CHINA YOLE Feedbacks

Related Reports

About System Plus o Company services o Contact o Legal Headquarters Europe Sales Office America Sales Office Asia Sales Office 22 bd Benoni Goullin Lizzie LEVENEZ Steve LAFERRIERE Takashi ONOZAWA 44200 Nantes Frankfurt am Main WESTERN US Tokyo FRANCE GERMANY T : +1 310 600 8267 JAPAN +33 2 40 18 09 16 +49 151 23 54 41 82 [email protected] T : +81 804 371 4887 [email protected] [email protected] [email protected] Chris YOUMAN EASTERN US & CANADA Mavis WANG T : +1 919 607 9839 TAIWAN www.systemplus.fr [email protected] T :+886 979 336 809 CN: +8613661566824 [email protected]