Qorvo: GaN has a more favorable RF chip growth in the 5G era

Despite the slowdown in global smartphone shipments in the next three to four years, shipments of RF chips will continue to grow at a rate of 10 to 15% due to the increase in the number of spectrum and RF devices. Mr. Bob Bruggeworth, CEO of Qorvo, told Ji Wei.

On July 14, Qorvo officially put into operation at its new plant in the Dezhou Economic Development Zone in Shandong Province. The operation of the Texas plant not only brings the most advanced packaging and testing technologies to China, but also helps Qorvo further expand its production capacity, better serve Chinese customers and meet the growing demand for RF solutions. This is the promise of China Unicom to China, Bob said.

According to Ji Wei.com, the new factory covers an area of ​​47,000 square meters, which is more than twice the floor space of Qorvo's facilities in China. At present, the capacity of the Beijing plant has reached its limit. In the future, the Texas plant will not only provide more guarantees in production capacity, but also bring more localized services to Chinese customers, helping customers to solve practical problems encountered in design and production as soon as possible.

Qorvo: GaN has a more favorable advantage in the 5G era

According to Bob, the Chinese market accounts for 25% of the products sold by Qorvo, of which about 75% are packaged in China, and nearly 90% of the products are tested in China. The Texas factory has introduced advanced packaging and thinning and cutting, flip chip placement, chip mounting, lead sewing, plastic molding, cutting, electroplating, laser printing and other packaging testing techniques, based on the special nature of PA products. Failure analysis laboratory. Compared to other US manufacturers, Qorvo has built an integrated customer service system through the integration of FAE, local test packaging and supply chain.

Complementing Beijing with positioning, it is technically ahead of Beijing. Bob pointed out that in the high-tech field, RF chip products have maintained a high speed of growth. The products produced in the future Texas factory will play a very important role in smartphones, 5G networks, the Internet and wireless communications, affecting the lives of everyone in the future.

RF chip market grows benign

Bank of America/Merrill Lynch pointed out that in the past five years, the RF chip industry has maintained a growth rate of 20% per year. This year, the demand for smart phones such as the Apple iPhone 6S has declined. Research firm Gartner data also shows that global smartphone sales will continue to slow down and there will be no double-digit growth. In 2016, global smartphone sales grew by only 7% to 1.5 billion.

Qorvo: GaN has a more favorable advantage in the 5G era

In response, Bob replied to the micro-network reporter that although the growth of smartphones has slowed down in the next three to four years, with the support of more communication modes and network bands in the 4G network era, RF devices in smartphones. As the number continues to increase, Qorvo will also maintain a healthy growth rate of 10-15%. Take Samsung as an example. In the past, the terminal can only support the three-mode. If it is upgraded to five-mode and meet the frequency requirements of different regions in the world, more filters, PAs, LNAs and switching devices will be added to the same mobile phone. The number of RF devices for a single smartphone has increased.

At present, the carrier aggregation (CA) technology mentioned in the 4G+ services led by the three major operators is to bundle the unused spectrum by carrier aggregation technology to form a wider spectrum. Add filters and switching devices. Bob said that the current commercial carrier aggregation of two carriers requires the addition of two filters and one switch, which is a three-fold increase for RF devices. In carrier aggregation technology, the performance requirements of the filter are higher. Qorvo not only has a medium-low-off surface wave SAW process filter, but also has a high-end bulk acoustic wave BAW process filter, which is a process not available to competitors (Skyworks), and is on the BAW process with Anwar Gaoping. On the processor of the high-frequency chip, the filter of the BAW process performs better, which will bring higher growth to Qorvo in the future.

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