Navian Marketing Report ～本格化する LTE 普及期における Front End Module 及び高周波部品市場の中期展望～ RF Devices/Modules For Cellular 2013-2014 Report Sample Sub Front End Module Variation & Examples RF Circuit Technics Road Map RF circuit technics RX Diversity CY2009 ➟ Performance Improvement Antenna Tuning/Support Diplexer +Dual port SW Performance Improvement Dual Antenna (TRX) Available on October 25 2013 TARGET Performance Improvement Tunabule Capasitor by Switch Performance Improvement RX balanced RX Interstage Filterless Cost/Space Reduction UMTS/GSM RX Co-banding Cost/Space Reduction UMTS TX Interstage Filterless Cost/Space Reduction ①Front end Module（ASM・RX Module・TX Module・PAiD・FEMiD・FILTER BANK・ Multi-band/Multi-mode PA Cost/Space Reduction Duplexer Bank) ②Antenna Switch（For Main RF・For RX Diversity） ③Power Envelop Tracking low-power consumption Career aggregation Performance Improvement RF Devices / Modules For Cellular in This Report Performance Improvement Dual RF Amplifier Module ④Duplexer ⑤Band Pass Filter ➟ All-in-one FEM Cost/Space Reduction RX un-balanced RX Interstage Filterless Cost/Space Reduction Half-Duplex Cost/Space Reduction Tunable Duplexer Cost/Space Reduction CY2010 CY2011 ➟ ➟ CY2012 CY2013 CY2014 CY2015 CY2016 CY2017 ➟ ➟ ➟ ➟ ➟ ➟ ➟ ➟ ➟ ➟ ？ Cellular Terminal Shipment Forecast FEM Market Trend & Forecast:CY2011-CY2017 3G/4G Band Plan 3GPP Band BAND-1 NICKNAME Extend/Similar band FDD/TDD FDD TX: Uplink 2.1GHZ Similar band BAND-23 RX:Downlink Band Gap APAC ● Europe Americas ● 2110-2170 130 6.2% 2180～2200 160 7.3% ● 1850-1910 1930-1990 20 1.0% ● BAND-2 FDD PCS 1850～1915 1930～1995 BAND-3 FDD DCS（UMTS1800） 1710-1785 1805-1880 BAND-4 FDD AWS 1710-1755 2110-2155 255 14.9% 1710-1770 2110-2170 240 11.9% BAND-5 FDD US Cellular 824-849 869-894 20 2.3% ● 814-849 859-894 10 1.2% ● 2500-2570 2620-2690 50 1.9% ● ● 880-915 925-960 10 1.1% ● ● Extend band Extend band Extend band BAND-7 FDD 2.6GHｚ BAND-8 FDD EGSM（UMTS900） BAND-11 FDD 1.5GHｚ BAND-13 FDD 700MHｚ for Verizon BAND-17 FDD 700MHｚ for AT&T Similar band Similar band Similar band BAND-25 BAND-10 BAND-26 BAND-21 15 0.8% 20 1.1% 1427.9-1447.9 1475.9-1495.9 28.9 2.0% 1447.9-1462.9 1495.9-1510.9 33.9 2.3% 777-787 746-756 31 3.9% APAC 700MHz 756-806 704-716 734-746 18 2.5% Band-28 703--748 758-803 10 1.3% 832-862 791-821 11 1.3% Digital dvidend: Europe 698-748 8 1.1% ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● FDD BAND-22 FDD 3410～3490 3510～3590 20 0.6% WCS FDD 2305-2320 2345-2360 15 0.6% TDD Band-34 TDD TD-SCDMA 2010 2025 - - ● TDD Band-38 TDD TD-LTE 2570 2620 - - ● TDD Band-39 TDD TD-SCDMA 1880 1920 - - ● TDD Band-40 TDD TD-LTE 2300 2400 - - ● TDD Band-41 TDD TD-LTE 2496 2690 - - ● AXGP TDD TD-LTE 2545 2575 - - TDD Band-42 TDD TD-LTE 3400 3600 - - ● TDD Band-43 TDD TD-LTE 3600 3800 - - ● ● ● ● ● ● ● ● ● ●お申し込みは同封の FAX 申し込み用紙又は電子メール・お電話にて承ります。 ■資料発刊要領 RF Devices/Modules For Cellular 2013 2014 日本語版 -CD-ROM (PDF file & Excel file)○発刊予定日 2013 年 10 月 17 日 ○資料体裁 Ａ４版 フルカラー 242 スライド CD-ROM（PDF file） ※印刷物は付属いたしません PDF file of report/Excel data/JPEG files of Teardown photos ○価格 ① 190,000 円（税別）四半期レポート年間購読のお客様 ② 240,000 円（税別）過去 1 年以内に四半期レポート購入歴のあるお客様 ③ 285,000 円（税別）過去一年以内に四半期レポート購入歴のないお客様 ※連結企業の総従業員数が 10,000 人以上の企業様では、国内の事業部門内又は部署内（子会社の場合は企業単位）のご利用に限定させていただきます。 ※全社（含む関連会社）でのご利用の場合は、グローバルライセンスでのご提供を承りますので、下記担当者までご相談ください。 ■お問い合わせ・お申し込み先 有限会社 ナビアン 担当：安藤 嘉泰 [email protected] 〒167-0041 東京都杉並区善福寺 2-18-2 TEL 03-5303-1303 FAX 03-5303-1304 ※お支払いは、調査レポートのお届け後、弊社指定口座に現金でお振り込みください（請求書は書籍に同封） ● ● BAND-20 AXGP for Soft Bank JAPAN ● 1920-1980 2000～2020 －CONTENTS－ Navian marketing research report Phase1. Cellular Terminal Shipment Forecast I. Cellular Terminal Shipment AND Update 1. Road map of Cellular Standard 2. Outline of Cellular Terminals by Product Category 3. Cellular Terminal Annual Shipment 4. History & Forecast CY2000-CY2013 5. Annual Cellular Terminal Shipment Trend by Product Type 6. Annual Cellular Terminal Shipment Trend by Cellular Standard 7. Annual Cellular Terminal Market Share Trend 8. CY2011: Cellular Terminal Shipment by Maker & Product Type 9. CY2012: Cellular Terminal Shipment by Maker & Product Type 10. CY2013: Cellular Terminal Shipment by Maker & Product Type 11. CY2010-CY2011: Cellular Terminal Shipment by Maker & Product Type 12. CY2012-CY2013: Cellular Terminal Shipment by Maker & Product Type II. Cellular Terminal Shipment Forecast –CY2017 1. Road map of Cellular Standard 2. Cellular Standard Outline & Trend 3. Cellular Multi-band/Multi-mode Trend 4. Cellular Terminal Forecast by Product Type 5. Cellular Terminal Forecast by Cellular Standard 6. Multi-SIM Service boost the Market for 7. Cellular-capable Non-voice Terminals 8. Examples of Multi-SIM Service 9. LTE-Advanced Forecast 10. Band Count Forecast by Duplex Method 11. Band Count/Terminal Forecast by Duplex Method-1 12. Band Count/Terminal Forecast by Duplex Method-2 13. 3G/4G Band Plan Update 14. FDD Band Forecast by Band Plan 15. RX Diversity Compatible Terminal forecast 16. Cellular Terminal Shipment Forecast: Detail Phase2. 3G/4G RF Platform Analysis I. RF Platform Comparison ： Apple & Samsung 1. Apple & SAMSUNG Major Products 2. Shipment Forecast in CY2013 3. RF Device & Module Count for iPhone & GALAXY S 4. iPhone 3G - 5s/c GALAXY S - S4(3G<E) 5. RF Device & Module Count for iPhone & GALAXY S 6. iPhone 3G-5s/c GALAXY S – S4(3G<E) 7. RF Devices & Modules for iPhone & GALAXY S 8. iPhone 3G-5s/c 9. RF Devices & Modules for iPhone & GALAXY S 10. GALAXY S – S4(3G<E) 11. GALAXY S4 E330S LTE-A :Qualcomm Chipset 12. GALAXY S4 i9505 - LTE :Qualcomm Chipset 13. GALAXY S4 i9500 - UMTS : IMC Chipset 14. GALAXY S4 mini GT-I9195 LTE :Qualcomm Chipset 15. GALAXY S4 mini GT-I9190 –UMTS :Qualcomm Chipset 16. GALAXY EXPRESS GT-I8730 –LTE RF Circuit Analysis :Qualcomm Chipset 17. GALAXY Ace 3 GT-S7270 –UMTS RF Circuit Analysis :Broadcom Chipset 18. GALAXY S Duos S7562 –UMTS RF Circuit Analysis :Qualcomm Chipset 19. Apple 4S RF Circuit Estimation 20. iPhone5 A1429 RF Circuit Estimation 21. iPhone5 A1428 RF Circuit Estimation 22. iPhone5S/5C Outline 23. iPhone5S/5C TDD/FDD Models 24. RF Circuit Estimation 25. iPhone 5c A1529 TDD/FDD Model 26. Mother board SIDE-A 27. iPhone 5c A1529 TDD/FDD Model Mother board SIDE-A 28. iPhone 5c A1529 TDD/FDD Model RF Section-1 29. iPhone 5c A1529 TDD/FDD Model RF Section-2 30. iPhone5S/5C FDD Models RF Circuit Estimation 31. iPhone 5s A1453 FDD Model Mother board SIDE-A 32. iPhone 5s A1453 FDD Model Mother board SIDE-B 33. iPhone 5s A1453 FDD Model RF Section-1 34. iPhone 5s A1453 FDD Model RF Section-2 35. iPhone/iPad Shipment Forecast 36. iPhone/iPad Shipment Forecast: Detail II. Chinese Smart phone Manufacturers Situation 1. Local Cellular Terminal Manufacturers in China 2. Typical RF Block diagram of Chinese Smart phone 3. Outline of Chinese Smart phones for Teardown 4. Examples of Chinese Smart phone Huawei Y300 5. Examples of Chinese Smart phone Huawei G610S 6. Examples of Chinese Smart phone ZTE V967s 7. Examples of Chinese Smart phone Lenovo S820 8. Teardown Summary of 9 Chinese Smart phones III. 3G/4G TOTAL Platform Trend 1. 3G/4G RF Platform share Trend 2. 3G/4G RF Platform Share -Detail Data- IV. LTE RF Platform Trend 1. 4G：LTE(FDD)/TD-LTE RF Platform share Trend 2. LTE(FDD)/TD-LTE RF Platform Status 3. Major Products & RF Devices/Modules 4. LTE RF Platform share by Terminal Brand CY2010-CY2011 5. LTE RF Platform share by Terminal Brand CY2012-CY2013 6. LTE(FDD) RF Platform share Trend 7. TD-LTE RF Platform share Trend 1. LTE RF Circuit Analysis - iPhone5S/5C FDD Models ： Qualcomm Chipset 2. LTE RF Circuit Analysis - iPhone5S/5C TDD/FDD Models： Qualcomm Chipset 3. LTE RF Circuit Analysis - GALAXY S4 i9505. ： Qualcomm Chipset 4. LTE RF Circuit Analysis - NOKIA Lumia920. ： Qualcomm Chipset A) NOKIA Lumia920 SIDE-A B) NOKIA Lumia920 SIDE-B Photo C) NOKIA Lumia920 RF Section 5. UMTS RF Circuit Analysis - Huawei STREAM GL 07S : HiSilicon Chipset A) Huawei STREAM GL 07S SIDE-A B) Huawei STREAM GL 07S RF Section-1 C) Huawei STREAM GL 07S SIDE-B D) Huawei STREAM GL 07S RF Section-2 6. LTE Teardown Summary A) LTE Teardown Summary1/5 - Product OutlineB) LTE Teardown Summary 2/5 - /RF IC/Base band/FEM C) LTE Teardown Summary 3/5 - Power Amplifier Module D) LTE Teardown Summary 4/5 - Duplexer E) LTE Teardown Summary 5/5 - Band Pass Filter/XTALs/Others - V. UMTS/GSM Platform Trend 1. UMTS RF Platform share Trend 2. UMTS RF Platform Status & Forecast 3. Major Products & RF Devices/Modules 4. UMTS/GSM RF Platform share by Terminal Brand CY2010-CY2011 5. UMTS/GSM RF Platform share by Terminal Brand CY2012-CY2013 6. UMTS RF Platform Examples GALAXY S4 mini GT-I9190 A) UMTS RF Circuit Analysis - GALAXY S4 mini GT-I9190 –UMTS Qualcomm Chipset B) GALAXY S4 mini GT-I9190-3G SIDE-A C) GALAXY S4 mini GT-I9190-3G RF Section D) GALAXY S4 mini GT-I9190-3G SIDE-B 7. UMTS RF Platform Examples Huawei Y300 A) UMTS RF Circuit Analysis - Huawei Y300 : Qualcomm Chipset B) Huawei Y300 SIDE-A C) Huawei Y300 RF-1 D) Huawei Y300 SIDE-B E) Huawei Y300 RF-2 8. UMTS RF Platform Examples GALAXY S4 i9500 A) UMTS RF Circuit Analysis - GALAXY S4 i9500 :IMC Chipset B) GALAXY S4 i9500 Motherboard SIDE-A C) GALAXY S4 i9500 RF Section D) GALAXY S4 i9500 Motherboard SIDE-B 9. UMTS RF Circuit Analysis - GALAXY Ace 3 GT-S7270 ： Broadcom Chipset RF Devices/Modules For Cellular Terminal 2013-2014 A) SAMSUNG GALAXY ACE 3 SIDE-A B) SAMSUNG GALAXY ACE 3 RF Section C) SAMSUNG GALAXY ACE 3 SIDE-B 10. UMTS RF Circuit Analysis - Lenovo S820 : Media Tek Chipset A) Lenovo S820 SIDE-A B) Lenovo S820 RF Section C) Lenovo S820 SIDE-B 11. UMTS Teardown Summary A) UMTS Teardown Summary 1/3 - Product Outline/RF IC/Base band/FEM B) UMTS Teardown Summary 2/3 - Power Amplifier Module C) UMTS Teardown Summary 3/3 - Duplexer/Band Pass Filter/XTALs/Others - VI. 3G/4G Platform Forecast 1. 3G/4G Platform Forecast Data Table 2. 3G/4G Total 3. 3G/4G Platform Forecast Data Table 4. 3G/4G Total Phase3. RF Circuit technic Trend & Forecast 1. RF Circuit Technics Road Map 2. Market Opportunity of BAW Filter & Duplexer 3. RF Circuit Consideration for TD-LTE 4. RX Diversity Trend 5. Multi-band/Multi-mode PAM Example & Trend 6. Carrier Aggregation Circuit Forecast 7. Half Duplex will simplify 4G RF Circuit 8. Raise expectations for Tunable Devices 9. Antenna Tuning Trend 10. Tunable Duplexer Circuit Forecast Phase4. RF Devices / Modules Market Status & Forecast I. RF Devices / Modules Total Market Forecast 1. RF Devices / Modules Total Market Forecast Detail Data II. Front End Module 1. Front End Module Variation & Circuit Examples 2. Sub Front End Module Variation & Circuit Examples 3. Front End Module & Sub Front End Module Variation & Outline 4. FEM Market Forecast 5. RF Devices / Modules For Cellular Market Share Breakdown -CY20116. RF Devices / Modules For Cellular Market Share Breakdown -CY20127. RF Devices / Modules For Cellular Market Share Breakdown -CY20138. Front End Module Market Trend & Forecast by Product Type 9. Front End Module Market Trend & Forecast by Product Type : Line Chart 10. Front End Module Market Trend & Forecast by Product Type : Detail Data 11. Sub Front End Module Market Trend & Forecast by Product Type 12. Sub Front End Module Market Trend & Forecast by Product Type : Line Chart 13. Sub Front End Module Market Forecast : Detailed Data 14. Antenna Switch Module Market Size Trend & Forecast by Product Type 15. Antenna Switch Module Market Forecast : Detailed Data 16. ASM Market Share Trend ASM Market Share Breakdown per Product Type 17. RX Module Market Size Trend & Forecast by Product Type 18. RX Module Market Forecast : Detailed Data 19. RX Module Market Share Trend 20. RX Module Market Share Breakdown per Product Type 21. TX Module Market Size Trend & Forecast by Product Type 22. TX Module Market Forecast : Detailed Data 23. TX Module Market Share Trend 24. TX Module Market Share Breakdown per Product Type 25. FEMiD Module Market Size Trend & Forecast by Product Type 26. FEMiD Module Market Size Trend & Forecast by Duplexer Count 27. FEMiD Market Forecast : Detailed Data 28. FEMiD Market Share Trend 29. FEMiD Market Share Breakdown per Product Type 30. Diversity FEM Market Size Trend & Forecast by Product Type 31. Diversity FEM Market Forecast : Detailed Data 32. Diversity FEM Market Share Trend 33. Diversity FEM Market Share Breakdown per Product Type 34. Filter Bank Market Size Trend & Forecast by Product Type www.navian.co.jp 35. Filter Bank Market Forecast : Detailed Data 36. Filter Bank Market Share Trend 37. Filter Bank Market Share Breakdown per Product Type 38. Duplexer Bank Market Size Trend & Forecast by Product Type 39. Duplexer Bank Market Forecast : Detailed Data 40. Duplexer Bank Market Share Trend 41. Duplexer Bank Market Share Breakdown per Product Type 42. PAiD Market Size Trend & Forecast by Product Type 43. PAiD Market Size Trend & Forecast : Detailed Data 44. PAiD Market Share Trend 45. PAiD in Successive iPhones 46. PAiD Market Share Breakdown per Product Type 47. Front End Module Supply chain III. Antenna Switch 1. Antenna Switch Applications 2. Antenna Switch Applications in this report 3. Antenna Switch Market Size Trend & Forecast by Product Type 4. Antenna Switch Market Size Trend & Forecast by Substrate 5. Antenna Switch Market Size Trend & Forecast by Throw Count 6. Antenna Switch in Successive iPhones & GALAXY 7. Antenna Switch Market Forecast Detailed Data by Substrate 8. Antenna Switch Market Forecast Detailed Data by Throw count 9. Antenna Switch Market Forecast Detailed Data by Throw Count : Quantity Basis 10. Antenna Switch Market Forecast Detailed Data by Throw Count : Amount Basis 11. Antenna Switch for Main RF Market Share Trend 12. Antenna Switch for Main RF =>SP7T Market Share Trend 13. Antenna Switch for RX Diversity Market Share Trend 14. Antenna Switch manufacturers Situation & Trend 15. Antenna Switch Supply chain 16. Antenna Switch for Main RF Market Share Breakdown per Product Type CY2011 17. Antenna Switch for Main RF Market Share Breakdown per Product Type CY2012 18. Antenna Switch for Main RF Market Share Breakdown per Product Type CY2013 19. Antenna Switch for Diversity Market Share Breakdown per Product Type CY2011 20. Antenna Switch for Diversity Market Share Breakdown per Product Type CY2012 21. Antenna Switch for Diversity Market Share Breakdown per Product Type CY2013 IV. Power Amplifier Module 1. Power Amplifier Module Market Size Trend & Forecast by Product Type 2. Multi-band/Multi-mode PAM Market Size Trend & Forecast by Product Type 3. Power Amplifier Module Market Size Trend & Forecast : Detailed Data 4. PAM TOTAL Market Share Trend 5. 3G/4G PAM Market Share Trend 6. 3G/4G PAM Supply chain 7. M/M PAM Type & Supply Chain 8. Multi-band/Multi-mode PAM Market Share Trend 9. MM PA Shipment Breakdown per Manufacturer 10. Power Amplifier Module Market Share Breakdown per Product Type V. Duplexer 1. Duplexer Market Size Trend & Forecast by Product Type 2. Duplexer usage by Band 3. Duplexer Market Size Trend & Forecast by Band 4. Duplexer Market Forecast : Data table 5. Duplexer Market Forecast by Band : Detailed Data 6. Duplexer Market Share Trend 7. Duplexer Supply chain 8. Duplexer Market Share Breakdown per Product Type CY2011 9. Annual Duplexer Market Share Breakdown per Product Type CY2012 10. Annual Duplexer Market Share Breakdown per Product Type CY2013 VI. Band Pass Filter 1. Band Pass Filter Market Size Trend & Forecast by Application 2. Band Pass Filter Market Size Trend & Forecast by Product Type 3. Band Pass Filter for TD-LTE 4. Band Pass Filter Market Size Trend & Forecast : Detailed Data 5. BPF Market Share Trend 6. BPF Market Share Data FAX 申込用紙 有限会社ナビアン 行き Fax：03-5303-1304 （Tel:03-5303-1303） ●「RF Devices/Modules For Cellular 2013-2014」を下記の通り申し込 みます。 価格（税別） 日本語版 RF Devices/Modules For Cellular 2013-2014 Japanese version ※四半期レポート年間購読のお客様 RF Devices/Modules For Cellular 2013-2014 Japanese version ※過去 1 年以内に四半期レポート購入歴のあるお客様 RF Devices/Modules For Cellular 2013-2014 Japanese version ※過去 1 年以内に四半期レポート購入歴のないお客様 190,000 円（税別） 240,000 円（税別） 285,000 円（税別） 価格（税別） 英語版 RF Devices/Modules For Cellular 2013-2014 English version ※四半期レポート年間購読のお客様 RF Devices/Modules For Cellular 2013-2014 English version ※過去 1 年以内に四半期レポート購入歴のあるお客様 RF Devices/Modules For Cellular 2013-2014 English version ※過去 1 年以内に四半期レポート購入歴のないお客様 Check Check 220,000 円（税別） 270,000 円（税別） 320,000 円（税別） ※連結企業の総従業員数が 10,000 人以上の企業様では、国内の事業部門内又は部署内（子会社の場合は企業単位）のご利用に限定 させていただきます。 ※全社（含む関連会社）でのご利用の場合は、コーポレートライセンスをお申し込み下さい。 日 付 社 名 所 属 役 職 年 氏 E-mail 所 電 話 名 日 印 @ 〒 住 月 - Ｆ Ａ Ｘ ※ 電子メールアドレスは、Gmail や YAHOO メールなどのフリーメール以外のメールアドレスをご記入下さい。 ■本レポートに対するご意見・ご要望などございましたら、下記にご記入ください。 ~TDD-LTE䛾ᐇ⏝䛷䝬䝹䝏䝞䞁䝗䛜ຍ㏿䛩䜛 Front End Moduleཬ䜃㧗࿘Ἴ㒊ရᕷሙ䛾୰ᮇᒎᮃ~ RF Devices / Modules For Cellular 2013 – 2014 October 17, 2013 Digitally signed by Yoshiyasu Andoh DN: cn=Yoshiyasu Andoh, o=Navian Inc., ou, [email protected], c=JP Date: 2013.11.29 17:13:12 +09'00' Navian Inc. 2-18-2 Zenpukuji, Suginami-ku, Tokyo 167-0041 JAPAN Tel.03-5303-1303 Fax. 03-5303-1304 Outline of Cellular Terminals by Product Category 㻌 㻌 㻌 㻌 㻱㻙㼎㼛㼛㼗㻌㻌㻾㼑㼍㼐㼑㼞 㼑㻙㻮㼛㼛㼗㻌㻾㼑㼍㼐㼑㼞㻌 㼀㼍㼎㼘㼑㼠㻌㻼㻯㻌 㼃㼃㻭㻺㻌㼀㼑㼞㼙㼕㼚㼍㼘㻌 㻿㼙㼍㼞㼠㻌㻼㼔㼛㼚㼑㻌 㼀㼞㼍㼐㼕㼠㼕㼛㼚㼍㼘㻌㻴㼍㼚㼐㼟㼑㼠㻌 㻹㼛㼎㼕㼘㼑㻌㻼㼔㼛㼚㼑㻌 㻌 㻌 㻭㼐㼍㼜㼠㼑㼞 㻌 㻌 㻲㼕㼤㼑㼐㻌㼃㼕㼞㼑㼘㼑㼟㼟㻌㼀㼑㼞㼙㼕㼚㼍㼘㻌 㼀㼍㼎㼘㼑㼠㻌㻼㻯 㻱㼙㼎㼑㼐㼑㼐㻌㻹㼛㼐㼡㼘㼑 㡢ኌ➃ᮎ 㠀㡢ኌ➃ᮎ 㻯㼑㼘㼘㼡㼘㼍㼞㻌㼀㼑㼞㼙㼕㼚㼍㼘 㻱㻙㼎㼛㼛㼗㻌㼞㼑㼍㼐㼑㼞 㻺㼛㼠㼑㼟 Amazon Kindle 䜔 Sony Reader Daily Edition. ➼䚸㻯㼑㼘㼘㼡㼘㼍㼞ᶵ⬟䜢ഛ䛘䜛〇ရ䛜ቑຍ䚹 㼀㼍㼘㼑㼠㻌㻼㻯 Apple iPad䛜௦⾲ⓗ䛺〇ရ䛰䛜䚸㻭㼚㼐㼞㼛㼕㼐㻌㻻㻿䛾㼀㼍㼎㼘㼑㼠㻌㻼㻯䛾〇ရ䜒┦ḟ䛔䛷䛔䜛䚹 㼃㼃㻭㻺㻌㼀㼑㼞㼙㼕㼚㼍㼘 㻭㼐㼍㼜㼠㼑㼞㻛㻰㼛㼚㼓㼘㼑 㻲㼛㼞㻌㻺㼛㼠㼑㼎㼛㼛㼗㻌㻼㻯 㻱㼙㼎㼑㼐㼐㼑㼐㻌㻹㼛㼐㼡㼘㼑㻔㻹㼕㼚㼕㻌㻼㻯㻵䠅 㻺㼛㼠㼑㼎㼛㼛㼗㻌㻼㻯ྥ䛡䛾㼁㻿㻮䜹䞊䝗䜔㻼㻯䜹䞊䝗䠄㻼㻯㻹㻯㻵㻭䠅䝍䜲䝥䛾㼃㼃㻭㻺㻌㼀㼑㼞㼙㼕㼚㼍㼘䚹 䠏㻳つ᱁ᑐᛂရ䛜༙䜢༨䜑䜛䚹 㻺㼛㼠㼑㼎㼛㼛㼗䛺䛹䛻ෆⶶ䛥䜜䜛䝍䜲䝥䛾㼃㼃㻭㻺㻌㼀㼑㼞㼙㼕㼚㼍㼘䚹 ୍㒊䛾㻺㼛㼠㼑㼎㼛㼛㼗㻌㻼㻯䛻᥇⏝䛥䜜䛶䛔䜛䛜䚸ᮏ᱁ᬑཬ䛿䛣䜜䛛䜙䚹 API䛜බ㛤䛥䜜䛶䛔䜛ỗ⏝㻻㻿䜢᥇⏝䚹 䝛䜲䝔䜱䝤䝋䝣䝖䛜䜰䝗䜸䞁䛷⏝ྍ⬟䚹 㡢ኌ㏻ಙ䜢୰ᚰ䛸䛧䛯ᚑ᮶ᆺ䛾ᦠᖏ㟁ヰ䚹 䝕䞊䝍㏻ಙ䜒ྍ⬟䛺〇ရ䛜༙䛻䛺䛳䛶䛔䜛䚹 ᅛᐃ㟁ヰ䛾᭷⥺ᅇ⥺䜢㻯㻰㻹㻭䚸㻳㻿㻹䜔㼀㻰㻿㻙㻯㻰㻹㻭➼䛾䝉䝹䝷䞊ᅇ⥺䛷⨨䛝䛘䜛䚹 ᪂⯆ᅜ䛻䛚䛔䛶䚸᭷⥺㟁ヰ䜲䞁䝣䝷䜘䜚ᑟධ䛜ᐜ᫆䛸䛥䜜䜛䚹 㻺㻱㼃㻌㼙㼛㼎㼕㼘㼑㻌㼐㼑㼢㼕㼏㼑㼟 㻿㼙㼍㼞㼠㻌㻼㼔㼛㼚㼑 㼀㼞㼍㼐㼕㼠㼕㼛㼚㼍㼘㻌㻴㼍㼚㼐㼟㼑㼠 㻹㼛㼎㼕㼘㼑㻌㻼㼔㼛㼚㼑 㻲㼕㼤㼑㼐㻌㼃㼕㼞㼑㼘㼑㼟㼟㻌㼀㼑㼞㼙㼕㼚㼍㼘 㻔㻲㼃㼀㻕 Estimate by Navian © 2013 Navian Inc All rights reserved. 3 Annual Cellular Terminal Market Share Trend 㻞㻜㻝㻟ᖺ䚸せ䝯䞊䜹䞊䛷㻝䝫䜲䞁䝖௨ୖ䛾䝅䜵䜰ᣑ䛜ぢ㎸䜎䜜䜛䛾䛿䚸 㻿㻭㻹㻿㼁㻺㻳䛾䜏䚹䠄㻗㻞㻚㻜㻑䠅㻌 㼕㻼㼔㼛㼚㼑䛾㟂せ䛜ኻ㏿ഴྥ䛻䛒䜛㻭㼜㼜㼘㼑䛿䚸㻜㻚㻤㻑䛾䝅䜵䜰ቑ䛻䛸䛹䜎䜛䛸ண䛥䜜䜛䚹㻌 䛭䛾䛷䛿䚸୰ᅜ䝻䞊䜹䝹䝯䞊䜹䞊ྛ♫䛾㻿㼙㼍㼞㼠㼜㼔㼛㼚㼑ฟⲴつᶍ䛜ᛴቑ䛧䛶䛚䜚䚸 㻞㻜㻝㻟ᖺ䛻䛿ྎ㢼䛾┠䛸䛺䜚䛭䛖䛰䚹㻌 MFR Share CY2013 Share ±Share yoy 2.0% 115.2% SAMSUNG 414.0 23.3% 477.0 25.3% NOKIA 335.7 18.9% 273.0 14.5% Apple 164.7 9.3% 185.0 9.8% 0.6% 112.3% HUAWEI -4.4% 81.3% 143.4 8.1% 145.0 7.7% -0.4% 101.1% ZTE 90.2 5.1% 100.0 5.3% 0.2% 110.9% LG 56.2 3.2% 61.5 3.3% 0.1% 109.4% TCL-Alcatel 43.1 2.4% 51.0 2.7% 0.3% 118.3% Lenovo 30.0 1.7% 45.0 2.4% 0.7% 150.0% Sony Mobile 33.2 1.9% 39.0 2.1% 0.2% 117.5% RIM 36.0 2.0% 33.0 1.8% -0.3% 91.7% HTC 31.3 1.8% 30.0 1.6% -0.2% 95.8% MOTOROLA 36.5 2.1% 28.5 1.5% -0.5% 78.1% G'FIVE 13.3 0.7% 12.0 0.6% -0.1% 90.2% PANTECH & CRIETEL 12.3 0.7% 11.0 0.6% -0.1% 89.4% 7.2 0.4% 7.3 0.4% 0.0% 101.4% 235.8 13.2% 281.0 14.9% 1.7% 119.2% 96.8 5.4% 106.0 5.6% 0.2% 109.5% 1,779.7 100.0% 1,885.3 100.0% 0.0% 105.9% SHARP OTHER CHINA LOCALS OTHERS TOTAL Million units Estimate by Navian CY2012 © 2013 Navian Inc All rights reserved. 7 Road map of Cellular Standard 㻞㻜㻜㻥ᖺᮎ䛻ᐇ⏝䛜ጞ䜎䛳䛯㻸㼀㻱䛿䚸㻞㻜㻝㻝ᖺ䛾⡿㼂㼑㼞㼕㼦㼛㼚䛾䝃䞊䝡䝇㛤ጞ䛷➃ ᮎ㟂せ䛜㢧ᅾ䛧䛯䚹㻌 㻞㻜㻝㻞ᖺ䛻㻭㼜㼜㼘㼑䛜䚸㼕㻼㼔㼛㼚㼑䛾㻸㼀㻱ᑐᛂ䜢ᮏ᱁䛥䛫䛯䛣䛸䛷䚸㻸㼀㻱䛾ᬑཬ䛜ຍ㏿䚹㻌 㻞㻜㻝㻟ᖺ㻣᭶䛻䛿䚸㻿㻭㻹㻿㼁㻺㻳䛜ୡ⏺ึ䛾㻯㼍㼞㼞㼕㼑㼞㻌㻭㼓㼓㼞㼑㼓㼍㼠㼕㼛㼚䛻ᑐᛂ䛧䛯㻿㼙㼍㼞㼠㻌 㼜㼔㼛㼚㼑䇾㻳㻭㻸㻭㼄㼅㻌㻿㻠㻌㻱㻟㻟㻜㻿䇿䜢㡑ᅜ㻌㻿㻷㻌㼀㼑㼘㼑㼏㼛㼙ྥ䛡䛻Ⓨ䚹㻌 㻸㼀㻱ᐇ⏝䛛䜙ഹ䛛㻠ᖺ䛷䚸ḟୡ௦つ᱁䛾㻸㼀㻱㻙㻭㼐㼢㼍㼚㼏㼑㼐䛜ᐇ⏝䛥䜜䜛䛣䛸䛻 䛺䛳䛯䚹㻌 䛺䛳䛯䚹 Estimate by Navian © 2013 Navian Inc All rights reserved. 14 Cellular Standard Outline & Trend ᦠᖏ㟁ヰつ᱁䛸⤌ྜ䛫 ㄝ᫂ 䊺 䖃 TD-LTE/LTE/UMTS/GSM ᚑ᮶䛾㻸㼀㻱㻛㼁㻹㼀㻿㻛㻳㻿㻹䛻ຍ䛘䛶䚸୰ᅜ䞉䜲䞁䝗䞉䜰䝯䝸䜹䞉᪥ᮏ䛺䛹䛷䝃䞊䝡䝇䛾ᬑཬ䛜ぢ㎸䜎䜜䜛㼀㻰㻙㻸㼀㻱䛻 ᑐᛂ䛩䜛➃ᮎ䚹 㻞㻜㻝㻞ᖺ⛅䛛䜙䝋䝣䝖䝞䞁䜽䛜ᑐᛂ➃ᮎ䜢Ⓨ䚸㻞㻜㻝㻟ᖺ㻥᭶Ⓨ䛾㼕㻼㼔㼛㼚㼑㻡㻿䛷䜒㼀㻰㻙㻸㼀㻱ᑐᛂ䝰䝕䝹䛜䝷䜲䞁䝘䝑 䝥䛥䜜䛯䚹 ᬑཬ䝖䝺䞁䝗 㻰㼡㼜㼘㼑㼤㼑㼞㟂せ䛾᭷↓ 䝝䜲䜶䞁䝗㻿㼙㼍㼞㼠㻌㼜㼔㼛㼚㼑䜢୰ᚰ䛻᥇⏝䛜୍⯡䛧䛶䛝䛶䛔䜛䚹 㻿㻭㻹㻿㼁㻺㻳䛾㻳㻭㻸㻭㼄㼅㻌㻿䜒䚸㻠᭶Ⓨ䛾㻿㻠䛛䜙㻸㼀㻱㻛㼁㻹㼀㻿㻛㻳㻿㻹䛜䝯䜲䞁䛻䚹 䊺 䖃 䛻⡿㼂㼑㼞㼕㼦㼛㼚ྥ䛡䛻౪⤥䛥䜜䜛➃ᮎ䚹 㻸㼀㻱䛾䝯䜲䞁つ᱁䛸䛧䛶䛿䚸㼀㻰㻙㻸㼀㻱㻛㻸㼀㻱㻛㼁㻹㼀㻿㻛㻳㻿㻹䜔㻸㼀㻱㻛㼁㻹㼀㻿㻛㻳㻿㻹䛸䛺䜚䚸㻸㼀㻱㻛㻯㻰㻹㻭➃ᮎ䛿㝈ᐃⓗ䛺 㟂せ䛻Ṇ䜎䜛䚹 䊻 䖃 ୰ᅜ䝏䝱䜲䝘䝰䝞䜲䝹ྥ䛡䛾䝻䞊䜹䝹➃ᮎ䛸䛧䛶〇ရ䛜ண䛥䜜䜛➃ᮎ䚹 䛻䚸୰ᅜ䝻䞊䜹䝹䝯䞊䜹䞊䛜⏕⏘䛧䚸㟂せ䛿㝈ᐃⓗ䛻䛺䜛䛸ண䛥䜜䜛䚹 㻭㼜㼜㼘㼑䜔㻿㻭㻹㻿㼁㻺㻳➼䛾㻳㼘㼛㼎㼍㼘䝯䞊䜹䞊䛿䚸㼀㻰㻙㻸㼀㻱㻛㻳㻿㻹䛻㻲㻰㻰㻌㻸㼀㻱䜔㼁㻹㼀㻿䜢ຍ䛘䛯䝍䜲䝥䛜୍⯡ⓗ䛻䚹 䖩 㽢 㻞㻜㻝㻞ᖺ䜎䛷㻿㼙㼍㼞㼠㻌㼜㼔㼛㼚㼑䛾୍⯡ⓗ䛺ᵝ䛸䛺䛳䛶䛝䛯䛜䚸㻞㻜㻝㻟ᖺ௨㝆䛿㻸㼀㻱䛾ᬑཬ䛻䜘䛳䛶䚸䝻䞊䜶䞁䝗䝇 䝬䞊䝖䝣䜷䞁䛷䛾᥇⏝䛺䛹䛻㝈ᐃ䛥䜜䜛ഴྥ䛻䚹 䛯䛰䚸୰ᅜ䝻䞊䜹䝹䝯䞊䜹䞊䜢୰ᚰ䛻㼁㻹㼀㻿㻛㻳㻿㻹ᵝ䛾䝻䞊䜶䞁䝗㻿㼙㼍㼞㼠㻌㼜㼔㼛㼚㼑䛾⏕⏘䞉ฟⲴ䛜ᛴቑ䛧䛶䛔䜛䚹 䊻 䖃 㼀㻰㻙㻿㻯㻰㻹㻭䛿୰ᅜ䛾㻟㻳つ᱁䛰䛜䚸ᙜึ㡢ኌ㏻ಙ䛸䝕䞊䝍㏻ಙ䛾ྠ⏝䛷䛾ලྜ䛜䛒䛳䛯䜚䚸䜾䝻䞊䝞䝹 䝯䞊䜹䞊䛻䜘䜛➃ᮎ䛾〇ရᢞධ䛜ᑡ䛺䛟䚸ᮇᚅ⛬䛾ᬑཬ䛻⮳䛳䛶䛔䛺䛔䚹 䊻 㽢 ୍ୡ䜢㢼㠂䛧䛯୰ᅜ䛾ᒣᑁᶵᕷሙ䜒䛝䛟⦰ᑠ䛧䛶䛚䜚䚸䝻䞊䜶䞁䝗ᦠᖏ㟁ヰ䛾ᵝ䛿䚸㻳㻿㻹䛛䜙㼁㻹㼀㻿㻛㻳㻿㻹 䛻䝅䝣䝖䛩䜛ഴྥ䛜ᙉ䜎䛳䛶䛔䜛䚹 䊼 㽢 ⡿䠄㼂㼑㼞㼕㼦㼛㼚㻛㻿㼜㼞㼕㼚㼠䠅䞉᪥ᮏ䠄㻷㻰㻰㻵䠅䞉୰ᅜ䠄㻯㼔㼕㼚㼍㻌㼀㼑㼘㼑㼏㼛㼙䠅ྥ䛡䛜༙䚹 ⡿ཬ䜃᪥ᮏ䛿䚸㻸㼀㻱䜈䛾⛣⾜䛜㐍䜣䛷䛚䜚䚸㻯㻰㻹㻭䝅䞁䜾䝹䝰䞊䝗➃ᮎ䛿୰ᅜ䜔᪂⯆ㅖᅜ䛻㝈ᐃ䛥䜜䚸ᕷሙ 䛿⦰ᑠഴྥ䚹 䊼 䖃 ᪥ᮏ䛾㼁㻹㼀㻿䝅䞁䜾䝹䝰䞊䝗➃ᮎ䚹 㻸㼀㻱ᑐᛂ䜔㻳㻿㻹䛸䛾䝬䝹䝏䝰䞊䝗➼䛷䚸㼃㻯㻰㻹㻭➃ᮎ䛾ᕷሙ䛿䛝䛟⦰ᑠ䚹 䊼 䖃 䛻୰ᅜྥ䛡䛾䝬䝹䝏㻿㻵㻹ᑐᛂ➃ᮎ䚹 㻳㻿㻹䜻䝱䝸䜰䛾㻯㼔㼕㼚㼍㻌㻹㼛㼎㼕㼘㼑䛸㻯㻰㻹㻭䜻䝱䝸䜰䛾㻯㼔㼕㼚㼍㻌㼀㼑㼘㼑㼏㼛㼙䠅䛾㻿㻵㻹䜹䞊䝗䜢䛔ศ䛡䜛䝴䞊䝄䞊䛾㟂せ䛜 ༙䛰䛜䚸ᚋ㻟㻳䞉㻠㻳䛻䜘䛳䛶ᕷሙ䛿⦰ᑠ䜈䚹 䊼 䖃 ⡿䛾㼕㻰㻱㻺䞉㼀㻰㻹㻭䚸᪥ᮏ䛾㻼㻰㻯➼䚹 䛣䛾䛖䛱䚸㼕㻰㻱㻺䛾䜏䛜⌧ᅾ䝃䞊䝡䝇⥅⥆୰䛰䛜䚸㻞㻜㻝㻟ᖺ㻢᭶䛻䝃䞊䝡䝇Ṇணᐃ䚹 䊼 㽢 LTE/UMTS/GSM LTE/CDMA TD-LTE/GSM UMTS/GSM TD-SCDMA/GSM GSM CDMA WCDMA CDMA/GSM OTHES Estimate by Navian © 2013 Navian Inc All rights reserved. 15 RX Diversity Compatible Terminal forecast 㻞㻜㻝㻞ᖺ䜢㉳Ⅼ䛻䚸㻾㼄㻌㻰㼕㼢㼑㼞㼟㼕㼠㼥䛾᥇⏝➃ᮎ䛜䚸ᚋᛴቑ䛧䛶䛔䜛䚹㻌 㻸㼀㻱ᑐᛂ䛾㻿㼙㼍㼞㼠㻌㼜㼔㼛㼚㼑䛷䛿䚸㻾㼄㻌㻰㼕㼢㼑㼞㼟㼕㼠㼥᥇⏝䛜ᶆ‽䛧䛶䛚䜚䚸 㻸㼀㻱ᬑཬ䛾㐍ᒎ䛻క䛳䛶䚸㻯㼑㼘㼘㼡㼘㼍㼞㻌㼀㼑㼞㼙㼕㼚㼍㼘య䛻༨䜑䜛᥇⏝⋡䛿䚸 䛥䜙䛻ୖ᪼䛧䜘䛖䚹㻌 㻞㻜㻝㻟ᖺ䛻䛚䛡䜛㻾㼄㻌㻰㼕㼢㼑㼞㼟㼕㼠㼥䜢᥇⏝䛩䜛➃ᮎ䛾ฟⲴ ྎᩘ䛿䚸㻣൨㻝㻘㻢㻜㻜ྎ䛾ぢ㎸䜏䚹㻌 㻞㻜㻝㻣ᖺ䛻䛿㻞㻣൨㻜㻘㻣㻜㻜ྎ䛻ᣑ䛩䜛䚹㻌 Diversity LTE UMTS TD-SCDMA/GSM CDMA Standard LTE TDD/GSM+FDD LTE/UMTS/GSM LTE LTE TDD/GSM TOTAL UMTS/GSM TD-SCDMA/GSM CDMA GT $GRSWLRQUDWHRI5;'LYHUVLW\ Estimate by Navian CY2006 CY2007 CY2008 CY2009 CY2010 CY2011 CY2012 CY2013 CY2014 CY2015 CY2016 CY2017 0.0 0.0 0.0 0.0 0.0 0.0 4.3 63.4 163.6 356.0 542.0 734.0 0.0 0.0 0.0 0 0.7 5.9 111.5 306.2 455 559 650 750.0 0.0 0.0 0.0 0.1 0.6 15.2 12.0 25.3 30.0 40.0 60.0 85.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 2.0 10.0 20.0 40.0 60.0 0.0 0.0 0.0 0.1 1.3 21.1 127.8 396.9 658.6 975.0 1,292.0 1,629.0 4.0 11.0 38.5 76.0 126.0 199.5 319.0 250.0 225.0 195.0 175.0 150.0 0.0 0.0 0.0 1.0 25.0 35.0 27.0 56.1 55.0 49.0 37.0 30.0 4.0 11.5 19.0 25.7 30.0 33.0 12.0 13.0 12.0 11.0 10.0 10.0 8.0 22.5 57.5 102.8 182.3 288.6 485.8 716.0 950.6 1,230.0 1,514.0 1,819.0 © 2013 Navian Inc All rights reserved. 0LOOLRQXQLWV 27 RF Device & Module Count for iPhone & GALAXY S iPhone 3G - 5s/c GALAXY S - S4(3G<E) 㼕㻼㼔㼛㼚㼑ཬ䜃㻳㻭㻸㻭㼄㼅㻌㻿㻌ྛ〇ရ䛻䛚䛡䜛 せ㻾㻲㒊ရ䛾⏝Ⅼᩘ䜢ᕥグ䜾䝷䝣䛻♧ 䛩䚹㻌 㻲㼞㼛㼚㼠㻌㻱㼚㼐㻌㻹㼛㼐㼡㼘㼑ྥ䛡䛾㻰㼡㼜㼘㼑㼤㼑㼞䞉㻮㻼㻲䞉 㻭㼚㼠㼑㼚㼚㼍㻌㻿㼣㼕㼠㼏㼔䞉㻼㻭㻹䛿䚸䝎䝤䝹䜹䜴䞁䝖 䛸䛺䛳䛶䛔䜛䚹㻌 㻳㻭㻸㻭㼄㼅㻌㻿䛻ẚ㍑䛧䛶䚸㼕㻼㼔㼛㼚㼑䛾㻾㻲㒊ရ Ⅼᩘ䛜㧗䛔ഴྥ䛻䛒䜛䚹㻌 㼕㻼㼔㼛㼚㼑䛾㻣〇ရ䛻䛚䛡䜛㻾㻲㒊ရ䛾ᖹᆒ ⏝Ⅼᩘ䛿㻟㻠ಶ䚹㻌 䛣䜜䛻ᑐ䛧䛶䚸㻳㻭㻸㻭㼄㼅㻌㻿䛾㻣〇ရ䛻䛚䛡 䜛㻾㻲㒊ရ䛾ᖹᆒ⏝ಶᩘ䛿㻞㻜ಶ䚹㻌 ᭱᪂ᶵ✀䛾ẚ㍑䛷䛿䚸㼕㻼㼔㼛㼚㼑㻡㼟㻛㻡㼏䛾 㻲㻰㻰䝰䝕䝹䛜㻠㻣ಶ䞉㼀㻰㻰䝰䝕䝹䛜㻡㻞ಶ䛻 ᑐ䛧䛶䚸㻳㻭㻸㻭㼄㼅㻌㻿㻠䛿㻸㼀㻱∧䛾㼕㻥㻡㻜㻡䛜㻞㻤 ಶ䞉㻟㻳∧䛾䡅㻥㻡㻜㻜䛜㻝㻤ಶ䛸䚸㻾㻲㒊ရ䛾 ⏝ಶᩘ䛻䛚䛔䛶୍ẁ䛸᱁ᕪ䛜ᗈ䛜䛳䛯䚹㻌 Estimate by Navian © 2013 Navian Inc All rights reserved. 31 GALAXY S4 i9500 - UMTS : IMC Chipset Main Antenna 㻞㻜㻝㻟ᖺ㻠᭶䛻Ⓨ䛥䜜䛯㻟㻳∧䛾㻿㻠㻌㼕㻥㻡㻜㻜䛿䚸 ๓䝰䝕䝹䛾㻿㻟㻌㻵㻥㻟㻜㻜䛸ྠᵝ䛾㼁㻹㼀㻿㻠䝞䞁䝗 䛾ᑐᛂ䛸䛺䛳䛶䛔䜛䚹㻌 㻲㻱㻹㼕㻰 MURATA CMOS SP8T Switch Infineon Band-2 㻲㼞㼛㼚㼠㻌㻱㼚㼐㻌㻹㼛㼐㼡㼘㼑䛿䚸㻿㻟䛾㻭㻿㻹㻗㻰㼡㼜㼘㼑㼤㼑㼞㻌 㻮㼍㼚㼗䛛䜙䚸㻲㻱㻹㼕㻰䛸䛺䛳䛯䚹㻌 Band-3 SAW Filter MURATA MMPAM SKY77615 Skyworks Band-8 Diversity Antenna GSM TX LBF GSM TX LBF GSM DCS RX Diversity FEM WISOL CMOS SP6T Switch Infineon TCXO KYOCERA GPS Antenna UMTS/GSM TRANSCEIVER SMARTi UE3 INTEL Band-5 䜎䛯㻰㼕㼢㼑㼞㼟㼕㼠㼥䛾ᑐᛂ䝞䞁䝗ᩘ䛜㻞䝞䞁䝗䛛䜙 㻠䝞䞁䝗䛻ቑຍ䛧䚸᪂䛯䛻㻰㼕㼢㼑㼞㼟㼕㼠㼥㻌㻲㻱㻹䛜᥇ ⏝䛥䜜䛯䚹㻌 䛣䜜䛻䜘䜚䚸㻳㻭㻸㻭㼄㼅㻌㻿㻠䛾༙䛾䝰䝕䝹䛜䚸 㻲㼞㼛㼚㼠㻌㻱㼚㼐㻌㻹㼛㼐㼡㼘㼑䛻㻲㻱㻹㼕㻰䜢᥇⏝䛩䜛䛣䛸䛸 䛺䜚䚸㻞㻜㻝㻟ᖺ䛻䛚䛡䜛㻲㻱㻹㼕㻰ᕷሙᛴᣑ䛾 せᅉ䛸䛺䛳䛯䚹㻌 TCXO KYOCERA GPS SAW Filter WISOL 2.4/5GHz Antenna GPS LNA GPS SAW Filter WISOL GPS Transceiver BCM4751 Broadcom WiFi/Bluetooth Mdoule SEMCO Estimate by Navian © 2013 Navian Inc All rights reserved. 38 iPhone 5c A1529 TDD/FDD Model Mother board SIDE-A Power Management PM8018 Qualcomm 4.78x3.84x0.4mm Apple 9.37x5.94x0.63mm XTAL with thermistor KYOCERA 2.07x1.7x1.0mm WiFi/Bluetooth Module MURATA 9.65x6.42x0.60mm Touchscreen controller BCM5976 Broadcom 3.93x3.23x0.4mm RF Section-1 16 GB NAND Flash SK Hynix 16.99x12.00x0.98mm Estimate by Navian © 2013 Navian Inc All rights reserved. BAW Filter WiFi Co-exisitence Triquint 1.7䡔1.3䡔0.5mm Antenna Tuning RF1112 RFMD 2.2x2.2x0.4mm 51 RF Devices / Modules Total Market Forecast 㻞㻜㻝㻟ᖺ䛾㻾㻲㻌㻰㼑㼢㼕㼏㼑㼟㻌㻛㻌㻹㼛㼐㼡㼘㼑㼟㻌㻲㼛㼞㻌㻯㼑㼘㼘㼡㼘㼍㼞䛾⥲ᕷሙつᶍ䛿䚸๓ᖺẚ㻟㻜㻚㻝㻑ቑ 䛾㻝㻜㻘㻝㻣㻟㻹㼕㼘㼘㼕㼛㼚㻌㻰㼛㼘㼘㼍㼞㼟䛸䚸ᖜ䛺ఙ䜃䛜ぢ㎸䜎䜜䜛䚹㻌 㻞㻜㻝㻣ᖺ䛾⥲ᕷሙつᶍ䛿䚸㻝㻤㻘㻣㻜㻠㻚㻟㻹㼕㼘㼘㼕㼛㼚㻌㻰㼛㼘㼘㼍㼞㼟䛻䜎䛷ᣑ䛩䜛䛸ண䚹㻌 㻞㻜㻝㻟ᖺ䛛䜙㻞㻜㻝㻣ᖺ䛾ᖺᖹᆒᡂ㛗⋡䛿䚸㻝㻢㻚㻠㻑䛸䛺䜛䚹㻌 Estimate by Navian © 2013 Navian Inc All rights reserved. 146 FEM Market Forecast 㻞㻜㻝㻟ᖺ䛻䛚䛡䜛㻲㼞㼛㼚㼠㻌㻱㼚㼐㻌㻹㼛㼐㼡㼘㼑䠄㻲㼞㼛㼚㼠㻌 㻱㼚㼐㻌㻹㼛㼐㼡㼘㼑㻗㻿㼡㼎㻌㻲㼞㼛㼚㼠㻌㻱㼚㼐㻌㻹㼛㼐㼡㼘㼑䠅䛾ᕷ ሙつᶍ䛿䚸๓ᖺẚ㻝㻟㻝㻚㻣㻑䛾㻟㻘㻢㻟㻞㻚㻤㻹㼕㼘㼘㼕㼛㼚㻌 㻰㼛㼘㼘㼍㼞㼟䛾ぢ㎸䜏䚹㻌 㻭㼜㼜㼘㼑〇ရ䛻ከ⏝䛥䜜䜛㻼㻭㼕㻰䜔㻰㼕㼢㼑㼞㼟㼕㼠㼥䛸㻌 䛔䛳䛯䇾㻿㼡㼎㻌㻲㼞㼛㼚㼠㻌㻱㼚㼐㻌㻹㼛㼐㼡㼘㼑䇿䛾ቑຍ䛻 ຍ䛘䛶䚸㻿㻭㻹㻿㼁㻺㻳䛾㻳㻭㻸㻭㼄㼅㻌㻿㻠䜢ጞ䜑䛸 䛧䛯䝝䜲䜶䞁䝗䝇䝬䞊䝖䝣䜷䞁䜢୰ᚰ䛻 㻲㻱㻹㼕㻰䛾᥇⏝䛜ᛴቑ䛧䛶䛔䜛䛣䛸䛜䚸㻲㼞㼛㼚㼠㻌 㻱㼚㼐㻌㻹㼛㼐㼡㼘㼑䛾ᕷሙᣑせᅉ䛸䛺䛳䛶䛔䜛䚹㻌 ୰ᮇⓗ䛻䛿䚸㻲㼞㼛㼚㼠㻌㻱㼚㼐㻌㻹㼛㼐㼡㼘㼑䛾䝬䝹䝏 䝞䞁䝗ᑐᛂ䛸㞟✚䛜୍ẁ䛸㐍䜏䚸㻲㻱㻹㼕㻰 䜔㻭㼘㼘㻙㼕㼚㻙㻻㼚㼑㻌㻲㻱㻹䛸䛔䛳䛯㧗༢౯㻲㻱㻹䜔 㻰㼕㼢㼑㼞㼟㼕㼠㼥㻌㻲㻱㻹䛜䚸㻲㼞㼛㼚㼠㻌㻱㼚㼐㻌㻹㼛㼐㼡㼘㼑ᕷሙ ᣑ䛾≌ᘬᙺ䛸䛺䜛䚹㻌 Category FEM Sub FEM Mpcs TOTAL FEM Sub FEM $M TOTAL FEM Sub FEM $ Unit price CY2011 CY2012 CY2013 CY2014 CY2015 CY2016 CY2017 CAGR 1,566.3 1,630.0 1,747.2 1,842.0 2,047.0 2,260.0 2,532.0 9.7% 741.0 893.8 1,121.3 1,536.0 1,992.4 2,360.0 2,873.0 26.5% 2,307.3 2,523.8 2,868.5 3,378.0 4,039.4 4,620.0 5,405.0 17.2% 1,688.5 1,704.7 2,069.0 2,428.4 3,173.0 3,912.9 4,799.2 23.4% 708.4 1,054.4 1,563.8 2,234.0 2,721.5 2,966.5 3,202.6 19.6% 2,396.9 2,759.1 3,632.8 4,662.4 5,894.5 6,879.5 8,001.8 21.8% 1.078 1.046 1.184 1.318 1.550 1.731 1.895 12.5% 0.956 1.180 1.395 1.454 1.366 1.257 1.115 -5.4% 1.039 1.093 1.266 1.380 1.459 1.489 1.480 4.0% CAGR:CY2013-CY2017 Estimate by Navian 㻞㻜㻝㻣ᖺ䛻䛚䛡䜛㻲㼞㼛㼚㼠㻌㻱㼚㼐㻌㻹㼛㼐㼡㼘㼑䛾ᕷሙ つᶍ䛿䚸㻤㻘㻜㻜㻞㻹㼕㼘㼘㼕㼛㼚㻌㻰㼛㼘㼘㼍㼞㼟䛻ᣑ䛩䜛䛸 ண 䛧䛯䚹㻌 㻞㻜㻝㻟ᖺ䛛䜙㻞㻜㻝㻣㎾䛾ᖺᖹᆒᡂ㛗⋡ 䠄㻯㻭㻳㻾䠅䛿䚸㻞㻝㻚㻢㻑䛸䛺䜛䚹㻌 © 2013 Navian Inc All rights reserved. 151
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