RF&WirelessRF & Wireless

RF and Wireless

RF Industry Review: April - June 2015



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Report Summary:

RF & wireless component profits dropped as Qualcomm came under pressure with increasing competition.  Meanwhile, the industry moved to volume production at the 14 nm CMOS node and prepared for the 10 nm node, and a host of new Bluetooth Smart SoCs for IoT were announced.


Table of Contents

1.1     Heading 2  6

1.1.1       Heading 3  6

2.1     Financial 7

2.1.1       Intel Q1 FY ’15  7

2.1.2       TSMC Q1 FY ‘15  7

2.1.3       Nordic Q1 FY ’15  7

2.1.4       Broadcom Q1 FY ‘15  7

2.1.5       Cree Q3 FY 2015  8

2.1.6       Sequans Q1 FY ‘15  8

2.1.7       Qualcomm Q2 FY 2015  8

2.1.8       TI Q1 FY ‘15  8

2.1.9       Freescale Q1 FY ‘15  8

2.1.10     Maxim Q3 FY ‘15  8

2.1.11     Melexis Q1 FY ‘15  9

2.1.12     Microsemi Q2 FY ‘15  9

2.1.13     TDK Q4 and FY ‘15  9

2.1.14     Cavium Q1 FY ‘15  9

2.1.15     InterDigital Q1 and FY ‘15  9

2.1.16     Silicon Labs Q1 FY ’15  10

2.1.17     UMC Q1 FY ’15  10

2.1.18     Cypress Q1 FY ’15  10

2.1.19     DSP Group Q1 FY ‘15  10

2.1.20     Fujitsu Q4 and FY ‘14  10

2.1.21     Maxlinear Q1 FY ‘15  11

2.1.22     MediaTek Q1 FY ‘15  11

2.1.23     Murata Q4 and FY ‘15  11

2.1.24     NXP Q1 FY ’15  11

2.1.25     Seiko-Epson Q4 and FY ‘15  12

2.1.26     Skyworks Q2 FY 2015  12

2.1.27     Sony Q4 and FY ‘15  12

2.1.28     CEVA Q1 FY ‘15  12

2.1.29     Spectra7 Microsystems $8.75 M Financing  13

2.1.30     ANADIGICS Q1 FY ’15  13

2.1.31     Infineon Q2 FY ’15  13

2.1.32     Atmel Q1 FY ’15  13

2.1.33     Qorvo Q4 and FY’15  13

2.1.34     Nvidia Q1 FY ‘16  14

2.1.35     NDK Q4 and FY ’15  14

2.1.36     Taiyo Yuden Q4 and FY ‘15  14

2.1.37     Renesas Q4 and FY 2015  14

2.1.38     TowerJazz Q1 FY ’15  15

2.1.39     SEI Q4 and FY ’14  15

2.1.40     Guerrilla RF Raises $2 Million  15

2.1.41     Analog Devices Q2 FY ’15  15

2.1.42     Marvell Q1 FY ‘16  15

2.1.43     Semtech Q1 FY 2016  16

2.1.44     Avago Tech Q2 FY ’15  16

2.1.45     IMGTEC FY 2015  16

2.2     Contracts  16

2.2.1       Bouygues Telecom to Deploy LoRa  16

2.2.2       Freescale 802.15.4 Transceiver 17

2.2.3       Anadigics PAs in TRENDNet Router 17

2.2.4       Taiyo Yuden Modules with Nordic Semi Bluetooth Smart 17

2.2.5       Nordic Semi in Wearables  17

2.2.6       Samsung Chooses Spreadtrum for W-CDMA Devices  18

2.2.7       Qualcomm in LG Smartphone  18

2.2.8       Qualcomm Design Wins in China  18

2.2.9       CSR & Avi-on Labs in GE Lighting  18

2.2.10     Marvell in 4G Phone for China Unicom   18

2.2.11     Nordic Semi in Beacon Products  19

2.2.12     SiBEAM 60 GHz in Smartphone  19

2.2.13     Allwinner to Team with Qualcomm for Tablets  19

2.2.14     GCT Semi in LTE Router for Japan  20

2.2.15     Brite Semi, CEVA & SMIC Develop IoT ASIC Platform   20

2.2.16     Fitness Equipment Using Nordic Bluetooth Smart 20

2.2.17     Comtrend Chooses Celeno for PLC  20

2.2.18     Catena Using CEVA  20

2.2.19     Intelliport Selects Altair for M2M Gateway  21

2.3     Joint Ventures  21

2.3.1       Daimler & Qualcomm Collaborate on Connected Car 21

2.3.2       Soitec & SITRI to Develop RF-SOI 21

2.3.3       Bell Labs Funds Study of 5G with TUD   21

2.3.4       Qualcomm, SMIC, Huawei and IMEC Create JV in China  21

2.4     Employment 22

2.4.1       ZigBee Alliance Appoints VP Strategic Development 22

2.4.2       Peregrine Semi Appoints New Executives  22

2.5     New Products  22

2.5.1       Spreadtrum Quad-Core 5-mode LTE & WCDMA SoCs  22

2.5.2       Silicon Labs Wireless M-Bus  22

2.5.3       u-blox LTE Voice-Data Module for B28  23

2.5.4       Cavium, Quantenna 802.11ac Wave 2 Ref Design  23

2.5.5       Qorvo Wi-Fi FEM   23

2.5.6       Broadcom Family 802.11ac Wave 2 for Enterprise AP  23

2.5.7       Peregrine PE42553 SPDT RF Switch  24

2.5.8       Marvell ZigBee MCU  24

2.5.9       Atmel & MXCHIP Ultra-low Power Wi-Fi Platform   24

2.5.10     Dialog Semi Wearables SoC  24

2.5.11     Broadcom Bluetooth MCU  24

2.5.12     MediaTek Decacore Mobile SoC  24

2.5.13     Samsung New IoT Platform   25

2.5.14     Qualcomm IoT Chips  25

2.5.15     Freescale DFE  25

2.5.16     Freescale RF Power Transistors in Plastic Packages  25

2.5.17     Intel in ASUS Smartphone  26

2.5.18     Qorvo Power Amplifiers for Small Cell Base Station Applications  26

2.5.19     Qorvo High Power 802.11ac PAs for Residential Infrastructure  26

2.5.20     Avago Tech GNSS-Filter Module  27

2.5.21     Qorvo Hybrid GaN/GaAs Point-to-Point PAs  27

2.5.22     Peregrine Doherty Phase & Amplitude Controller 27

2.5.23     Micrel OOK/ASK Receivers  27

2.5.24     Analog Devices Silicon SPDT Switch  27

2.5.25     DelfMEMS MEMS SP12T  28

2.5.26     Infineon Millimeter Wave Transceivers  28

2.5.27     NXP Power Transistors for RF Energy  29

2.5.28     Qorvo SOI for Broadband  29

2.5.29     Avago Tech LNA-Filter for SDARS  30

2.5.30     MediaTek Wi-Fi SoC  30

2.5.31     Marvell Launches 802.11ac Wave 2 Combo Chip  30

2.5.32     Marvell Octa-Core LTE Turnkey Ref. Design  30

2.5.33     Saelig Low Power Radio Transceiver 30

2.5.34     Skyworks FEM for 5 GHz Wi-Fi 31

2.5.35     Silicon Labs Dual-Mode Bluetooth Module  31

2.5.36     Peregrine 40 GHz UltraCMOS SOI Switch  31

2.5.37     Cypress Bluetooth Low Energy  31

2.5.38     Nordic Semi Ultra-low-power Bluetooth Smart 31

2.5.39     Rockchip Low-Power Wi-Fi 31

2.5.40     Analog Devices  32

2.5.41     Freescale Wireless MCUs  32

2.5.42     GreenPeak ZigBee + Thread Radio  32

2.6     Other 32

2.6.1       TSMC to Build 10 nm Fab  32

2.6.2       Samsung 14 nm CMOS in Production  33

2.6.3       Blue Bite Proximity Beacon Network  33

2.6.4       Research Points to Piezoelectric Materials for Chip Antennas  33

2.6.5       Nokia to Acquire Alcatel-Lucent 34

2.6.6       ARM Acquires Wicentric & Sunrise Micro Devices  34

2.6.7       FCC Rules on 3.5 GHz Band  34

2.6.8       MaxLinear Completes Acquisition of Entropic  34

2.6.9       ZigBee-Thread Interoperability  34

2.6.10     Nvidia Exits LTE Modems  35

2.6.11     AAC Technologies Holdings Completes Acquisition of WiSpry  35

2.6.12     T-Mobile to Turn Off CDMA  35

2.6.13     TowerJazz & UCSD 60 GHz Transmitter 35

2.6.14     Cree to Spin Off Power & RF BU  36

2.6.15     Avago Tech to Acquire Broadcom   36

2.6.16     NXP Semis to Sell RF Power Business  36

2.6.17     Qualcomm Acquires Nujira  37

2.6.18     Skyworks Acquires Quantance  37

 

Exhibits

Exhibit 2—1               Stock Index Performance Q1 2015. 8

Exhibit 2—2               Two-Year Profitability History for RF Component Suppliers. 9

Exhibit 2—3               Companies Posting Significant During Q1 ‘15. 10

Exhibit 2—4               Companies Posting Marginal Profits or Income losses During Q4 ‘14. 10

Exhibit 2—5               Companies Posting the Highest Profits During Q2 ‘15. 11

Exhibit 2—6               RF / Wireless Component Mergers, Acquisitions, Divestitures. 16

Exhibit 2—7               RF / Wireless Component Related Start-up Funding. 17

Exhibit 4—1               Main Companies Covered. 49

 


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