Ziguang Bao surface acoustic wave filter supply

The industry has come out that in order to ensure the supply of key components of the smart phone surface acoustic wave filter (SAW filter), Ziguang last week cooperated with its Spreadtrum and RDA to find a SAW partner, hoping to cooperate with Taijiashuo ( 3221) If the industry cooperates, it is even possible to stabilize the source of the material through the package capacity. The cooperation case is clear after the fastest lunar years.

The legal person pointed out that in the past, after the exhibition was launched in the 2G era, it also adopted the method of packaging capacity for the mainland PA supplier Han Tianxia Electronics, so that PA can be shipped with Spreadtrum's 2G chip to ensure the source of important components around it. Whether the future will become a cooperation model between Spreadtrum and Taijiashuo is worth watching.

The frequency band of 4G mobile phones has increased. Last year, the frequency of the five-mode 12-band, 13-frequency, and even 17-frequency is increased. The number of RF components used in SAW and power amplifiers (PA) has increased greatly, but these two types of components Suppliers are mainly supplied by Murata, Skyworks, Avango, and Tpco's Epcos. They have not been able to meet the huge demand of the market for a time, and have become one of the mobile phone components that are more likely to be out of stock in recent years.

As the demand for 4G mobile phones in mainland China and emerging countries will continue to increase this year, Qualcomm, the global leader in mobile phone chips, has announced a joint venture with TDK to invest in RF components such as SAW to ensure that the main chip shipments in the mobile phone market will not be mobilized this year. Affected by the shortage of SAW, it represents the importance of the main wafer factory for the source of peripheral components.

The market has spread, in the 3G market last year, but the exhibition is not successful in the 4G market, this year will be heavy on the 4G field, last week under the purple light team, with the same group RDA to Taiwan, looking for the right SAW Match the supplier.

The market spread, and at the end of last year, Tai Jiashuo, a member of the Korean SAW factory Sawnics, was one of the parties to the meeting. The two sides also agreed to visit the second year after the Lunar New Year to confirm whether to cooperate.

The mobile phone chip supply chain pointed out that in terms of the layout of the Ziguang Group, Spreadtrum has its main chip and RDA is a supplier of WiFi chips. For product applications, SAW and PA components are packaged into RF front-end component modules (FEM). Put it on the Spreadtrum platform to ensure that there will be no shortage of SAW, PA and other components when Spreadtrum will ship 4G mobile phone chips in the future.

[Reporter Xie Jiawen/Taipei report] RF components such as PA and SAW are key components of mobile phones. In addition to market conditions and customer orders, how to make main chip shipments not affect peripheral components is also a problem for mobile phone chip factories. one. However, because mobile phone chip suppliers have always been concerned about the factory, in order to stabilize the supply of peripheral components, joint ventures and package capacity are possible cooperation options.