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中国正在颠覆全球射频前端格局
半导体行业观察· 2025-09-07 02:06
Core Insights - In 2024, global smartphone shipments are expected to experience a turning point with a growth of 5.7% after years of stagnation, reaching 1.25 billion units in 2025, driven by government subsidies and the expansion of the Android ecosystem [1] - Chinese smartphone manufacturers are key contributors to this recovery, with Huawei regaining market share from Apple in China, while Samsung maintains a global market share of 18% focusing on the mid-to-high-end market [1] - The traditional suppliers still hold over 70% of the RF front-end (RFFE) market but face increasing pressure from Chinese alternative suppliers, supported by government incentives [1][3] Market Overview - The global mobile RF front-end market is projected to reach $15.4 billion in 2024, with 70% from modules and 30% from discrete components [1] - Growth drivers include the continuous expansion of 5G and the addition of new 5G frequency bands, while challenges include architecture simplification, significant cost pressures, and declining average selling prices [1] Future Projections - Growth in the RF front-end market is expected to begin around 2028, with more RF front-end content first applied to flagship smartphones to support new frequency bands related to 5G-Advanced, followed by early 6G deployments [2] - Significant growth related to 6G is anticipated to occur after the current forecast period [2] Technology Trends - The trend of module integration continues to be a significant feature in mid-to-high-end smartphones, with high-end devices typically using multiple power amplifier (PA) modules [7] - High-performance SAW technology is rapidly gaining popularity, with applications in LB and MHB modules becoming more widespread [7] - The 6 GHz band is becoming a strategic asset for 5G-Advanced and early 6G, with China leading its deployment expected to be commercialized by 2025 and globally utilized by 2030 [7]