公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自 Yole 。 近日，Yole发布了其首份射频行业现状报告。他们表示：在新整合和全球竞争时代，到2030年市场规模将达到700亿 美元。 Yole指出，5G 和未来的 6G 推动了移动设备对集成射频前端 (RFFE) 的需求，该前端集成了功率放大器 (PA)、滤波器和 开关。在基础设施方面，5G 大规模 MIMO 天线依赖于 GaN，并正在逐渐取代功率放大器 (PA) 的 LDMOS。汽车越来越 多地集成蜂窝、Wi-Fi 和 GNSS 连接，以实现远程信息处理和信息娱乐。Wi-Fi 和蓝牙正在消费电子、汽车、可穿戴设备 和智能家居系统中不断扩展。Wi-Fi 6/7 对于智能手机至关重要，而传统 Wi-Fi 通常足以满足可穿戴设备和智能家居的需 求 。 超 宽 带 (UWB) 在 智 能 手 机 、 智 能 家 居 和 汽 车 中 的 应 用 正 在 增 长 。 汽 车 雷 达 发 展 迅 速 ， 支 持 高 级 驾 驶 辅 助 系 统 (ADAS)，从而提高安全性和舒适性。国防系统依赖于宽带和高频射频器件。雷达、电子战和卫星通信领域对 GaN ...

中国射频器件市场现状调查及前景预测分析报告2025~2031年 【全新修订】：2025年7月 【出版机构】：中智信投研究网 【内容部分有删减·详细可参中智信投研究网出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 【报告目录】 第1章：射频器件行业综述及数据来源说明 1.1 功率半导体行业界定 1.1.1 功率半导体行业的界定 1.1.2 功率半导体行业的分类 1.1.3 《国民经济行业分类与代码》中功率半导体行业归属 1.2 射频器件行业界定 1.2.1 射频器件的界定 1.2.2 射频器件相似概念辨析 （1）射频器件与电子元器件 （2）射频器件与功率半导体 （3）射频器件与电力电子元器件 1.2.3 射频器件的分类 （1）按照能够被控制电路信号所控制的程度分类 （2）按照驱动电路加在控制端和公共端间信号的性质分类 （3）按照驱动电路加在控制端和公共端间有效信号波形分类 （4）按照内部电子和空穴两种载流子参与导电的情况分类 1.3 射频器件专业术语说明 1.4 本报告研究范围界定说明 1.5 本报告数据来源及统计标准说明 1.5.1 本报告权威数据来源 1.5.2 本报告研究方 ...

7月16日，以"穿越变革浪潮，共筑经济韧性"为主题的CFS2025第十四届财经峰会暨2025新质生产力企 业家大会在上海召开。YOUAMAGIC舒立缇凭借在高能单极射频技术领域的创新突破成果及个性化抗 衰治疗理念，荣获"2025杰出医疗科技创新奖"。威脉医疗创始人兼CEO李天民受邀出席并接受专访，分 享了YOUMAGIC舒立缇的技术突围历程与临床价值。此次获奖不仅彰显了威脉医疗的创新技术研发成 果，也标志着YOUMAGIC舒立缇将以其核心技术实力，持续推动射频抗衰领域的创新发展。 YOUMAGIC舒立缇以「创新射频技术」实力 推动医疗科技发展，诠释新质生产力内核 能获得"2025杰出医疗科技创新奖"，标志着评委会对YOUMAGIC舒立缇在医疗科技领域卓越创新成就 的高度认可。其获奖评语提到："YOUMAGIC舒立缇不仅提升医疗服务质量，更以创新重新定义⾏业标 准，完美诠释新质⽣产⼒的内核。"作为清华大学工程物理系的能量源技术在医学领域的创新应用， YOUMAGIC舒立缇全新一代高能单极射频秉持医工融合的研发理念，实现了研发、设计、制造的全流 程自主掌控与技术跃升。 YOUMAGIC舒立缇凭「个性化治疗」理念 ...

Core Insights - The event held on July 8 in Chengdu's Wuhou District focused on investment opportunities in cutting-edge fields such as artificial intelligence and microwave radio frequency, showcasing the district's favorable investment environment and development prospects [1] Group 1: Investment Opportunities - Wuhou District presented a significant investment opportunity list, targeting sectors like smart terminals, healthcare, artificial intelligence, and platform economy, along with future tracks such as low-altitude economy and new energy storage [1] - A total of 48 major investment cooperation opportunities were highlighted, covering solutions, project construction, technology breakthroughs, and application promotion [1] Group 2: Major Projects and Collaborations - Sixteen major industrial projects were signed at the event, with a total investment of nearly 3 billion yuan, focusing on AI+, microwave radio frequency, smart terminals, new energy materials, and low-altitude economy [2] - The establishment of the "China Mobile-Wuhou District AI+ Industry Ecosystem Alliance" was announced, aiming to leverage China Mobile's 5G-A advantages and integrate regional research and industrial resources [2] Group 3: Future Development Plans - Wuhou District has positioned artificial intelligence as a key area for developing new productive forces, attracting over 60 major AI enterprises [2] - The district plans to continue leveraging China Mobile's leadership to attract more high-energy projects and encourage upstream and downstream enterprises to settle in Wuhou, contributing to the development of a digital economy hub [2]

该标准核心技术源于省计量院史信荣教授团队的"高性能超宽带电磁干扰测量关键技术研究及应用"项目 成果。该成果曾获2023年度广东省科技进步奖二等奖。基于该核心技术制定的标准，将在多个重点产业 领域发挥重要作用，全面赋能低空经济、芯片研发、轨道交通及智能电网等重点产业，不仅为国际无线 电技术发展贡献中国力量与中国标准，更为我国5G/B5G技术产业高质量发展提供基础支撑与技术保 障。初步评估，该标准实施后，每年有望节约运维成本上亿元。 【深圳商报讯】（驻穗记者姚嘉莉）记者6月15日从广东省市场监管局获悉，由广东省计量科学研究院 牵头，联合中国计量科学研究院、广东工业大学及西安恒达微波开发技术有限公司等单位共同申报的国 家标准《超宽带喇叭测量天线》（计划号：20251772-T-469）近日正式获批立项。该标准是我国首创的 射频微波参数精密测量领域的基础性国家标准。 超宽带喇叭测量天线是射频微波参数精密测量领域的重要标准器具，具有频带宽、效率高及波束指向性 强等优点，其关键核心技术过去长期受西方国家垄断并制约，严重影响了我国相关产业发展。制定该标 准，旨在解决天线的阻抗失配、高次模谐振等传统固有设计缺陷问题。同时，标 ...

M-tron Industries Inc (MPTI) FY Conference June 11, 2025 03:30 PM ET Speaker0 For joining us. Our next presentation is from Imtron Industries trading on the New York Stock Exchange under the tick ticker symbol MPTI. Speaking on behalf of the company today is their interim CEO and CFO, Cameron Forr, and president, Bill Drafts. Speaker1 Thank you. So thank you everybody for coming and your interest in learning about the company. Really appreciate it. And also a huge thank you to the three part advisors team. ...

国产滤波器突围战： 三重挑战下的产业进阶之路 随着 5G 网络的规模化商用、RedCap 技术的加速部署、车载V2X的逐步覆盖以及卫星直连通信的 落地，移动终端对射频前端（RFFE）的性能要求与数量需求同步攀升。作为 RFFE 核心无源器件 的滤波器，其交付稳定性与技术迭代速度，正深刻影响着终端产品的上市节奏与成本架构。当前， 国内企业不仅面临国际巨头在技术壁垒、专利布局上的压制，还要应对交期博弈与价格竞争的多重 压力，如何在 "技术追赶、合规经营、成本控制" 的三角平衡中破局，成为产业发展的关键命题。 战略地位与产业格局：从市场规模到竞争生态 Yole Group 数据显示，2024 年全球移动终端 RFFE 市场规模预计达 180 亿美元，其中滤波器占 据近半壁江山。以旗舰 5G 手机为例，单设备需集成 60 颗以上滤波器，其单价与用量共同构成射 频物料清单（BOM）的成本核心。 货，2024 年成功进入头部手机品牌供应链，完成规模设计导入（Design Win）；而卓胜微、锐石 创芯等 IDM 企业选择自建产线纵向整合，却面临高额资本开支与产能利用率不足的双重压力 —— 一条滤波器产线的投资动辄数十亿人 ...

Group 1 - The implementation of the "Private Economy Promotion Law" on May 20 is a significant boost for private enterprises in China, marking a milestone in the development of the private economy [2] - The law is expected to instill confidence in private entrepreneurs, encouraging them to engage in innovation and entrepreneurship [2] - As a representative of Jiangsu's private enterprises, the company Zhuoshengwei (300782) participated in a face-to-face event organized by the National Development and Reform Commission [2] Group 2 - Zhuoshengwei is focused on technological innovation in the RF chip sector, aiming to provide high-performance and differentiated products and services [2] - The company has reported smooth progress in ramping up its 12-inch production line capacity, with cost pressures easing and product performance advantages becoming evident [3] - The L-PAMiD product, developed by the company, is the first domestically produced supply chain product in the industry, entering the verification and small batch delivery phase, with expectations for significant growth in the second half of the year [3] Group 3 - The second-generation SOI process development is progressing well, with WiFi7 modules already achieving scale shipments in the smartphone sector [3] - The company is committed to building a self-controlled RF front-end chip industry chain and accelerating the construction of an industrial ecosystem under the support of the new law [3] - The legal and policy support from the "Private Economy Promotion Law" provides the company with more confidence to deepen its core technology development [3]

Financial Data and Key Metrics Changes - Total revenues for Q1 2025 were $12.7 million, a 13.8% increase from $11.2 million in the same period last year, primarily driven by strong defense program product shipments [11] - Gross margins for Q1 2025 were 42.5%, a decrease of 20 basis points from 42.7% in Q1 2024, attributed to higher manufacturing costs from initial production runs of new products [11] - Net income was $1.6 million or $0.56 per diluted share in Q1 2025, compared to $1.5 million or $0.53 per diluted share in Q1 2024 [12] - Adjusted EBITDA was $2.5 million in Q1 2025, up from $2.3 million in Q1 2024, mainly due to higher revenues [12] - Backlog increased to $55.5 million as of March 31, 2025, compared to $47.2 million as of December 31, 2024, and $46.1 million as of March 31, 2024, reflecting strong demand for products [13] Business Line Data and Key Metrics Changes - The company reported continued strength in sales driven by defense-related orders and growth in the commercial avionics market [7] - New product shipments, including space products and oscillators, were noted, with expectations for improved yields and margins as production stabilizes [28][34] Market Data and Key Metrics Changes - The defense budget is expected to increase by $150 billion through a reconciliation process, with significant investments in next-gen aircraft, shipbuilding, and precision-guided munitions, which will require RF subsystems and components [10] - The company has seen no disruption in business despite the initial impact of federal tariffs on imports, and demand for products remains strong [15] Company Strategy and Development Direction - The company is focused on strategic investments in research and development, enhancing its market profile through rebranding and advertising [8] - There is a strong emphasis on moving into program business, which constitutes a significant portion of aerospace and defense revenues, with over 40 programs of record [19] - The company is pursuing complementary acquisitions and strategic partnerships to strengthen its financial performance and customer base [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued revenue growth throughout the year, supported by a favorable defense budget and strong order backlog [10][21] - The company is well-positioned to adapt to changes in military procurement focus and to capitalize on the growing need for RF components [10] Other Important Information - The company distributed warrants to stockholders, which are exercisable to purchase common stock at an exercise price of $47.5 per share [17] - An annual meeting is scheduled for June 10, 2025, at the Harvard Club in New York City, open to all shareholders [22] Q&A Session Summary Question: How will gross margins develop with new programs? - Management indicated that gross margins were impacted by product mix and initial production inefficiencies, but improvements are expected as production stabilizes [26][28] Question: Are new programs higher margin? - Yes, new programs are expected to have strong margins, but initial production runs may be less efficient [30][34] Question: What does the pipeline look like for large deals? - The company has a strong pipeline for the year, with expectations for significant bookings in missile programs and avionics [35]

如果您希望可以时常见面，欢迎标星收藏哦~ 继上市公司唯捷创芯、慧智微、康希通信2024财年亏损之后，"明星选手"卓胜微在2025 年一季度 交出了一份"血亏"成绩单——营收7.56亿元，同比暴跌36.47%，归母净利润直接狂泻至-4662.3 万元。 "雪崩的时候，没有一片雪花是无辜的。" 这句话出自于法国著名的思想家伏尔泰，意思是，在雪 崩的时候，没有一片雪花想要承认自己是雪崩的罪魁祸首，但如果没有雪花，何来雪崩呢？当射频 前端头部企业都亏损时，说明企业面临多方面的困境和挑战，过度竞争加剧市场内卷是导致企业亏 损的最重要原因。 国产射频前端，曾是国产替代的佼佼者，却"天塌下来"般地陷入了前所未有的困境，这一波惨烈的 亏损潮到底会持续多久？ 卓胜微 为了找到答案，先从三家国产手机PA上市公司来进行分析。黑暗是暂时的，光明一定会到来的， 只有不畏惧风雨的洗礼，未来才会灿烂如花。 卓胜微作为国内射频前端芯片领域的龙头企业，凭借射频开关、低噪声放大器（LNA）等产品占 据市场优势地位，其产品已进入三星、华为、小米等头部终端厂商供应链，并逐步向滤波器、功率 放大器（PA）及集成模组等高端领域拓展。 为了技术突破与创新 ...