Qorvo(US:QRVO) 半导体芯闻·2025-06-05 10:04Core Viewpoint - Qorvo is positioning itself at the forefront of the next generation of wireless communication technology with its advancements in Wi-Fi 8, UWB, Matter, and enterprise-level power management solutions, emphasizing stability and reliability over mere speed [1][3][26]. Group 1: Wi-Fi 8 Development - Wi-Fi 8 is shifting focus from throughput to "Ultra High Reliability," aiming to meet the demands of latency-sensitive applications such as remote healthcare and industrial IoT [5][6]. - The IEEE 802.11bn standard is expected to be finalized by the end of 2027, with market availability anticipated in 2028 [6]. - Wi-Fi 8 introduces various coordination mechanisms to optimize resource allocation and reduce interference, enhancing network stability and efficiency [7][9]. Group 2: UWB and Matter Integration - UWB technology is transitioning from niche markets to mainstream wireless capabilities, with significant integration in high-end smartphones and expanding into enterprise applications [11][13]. - Qorvo's third-generation UWB chip, QM35825, simplifies design processes and enhances performance metrics, supporting precise distance and angle measurements [13]. - The Matter protocol is gaining traction in smart home applications, but challenges remain in protocol compatibility and system migration [14][16]. Group 3: Power Management Innovations - In the AI era, power management is becoming crucial for ensuring data security and system stability, particularly for enterprise SSDs facing increased power density and reliability demands [18][20]. - Qorvo's integrated PMIC solutions, ACT85411 and ACT85611, are designed to meet the high reliability requirements of enterprise SSDs, featuring advanced power loss protection mechanisms [22][23]. - The company's focus on high integration and intelligent reliability in power management is set to redefine the standards for AI infrastructure [24].