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Apple has 'locked down' rf suppliers for next iphone, may move toadvanced filter tech by vacuumse mse





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Apple has 'locked down' rf suppliers for next iphone, may move toadvanced filter tech by
Article Posted: 09/19/2013
Article Views: 69
Articles Written: 1079
Word Count: 394
Article Votes: 0
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Apple has 'locked down' rf suppliers for next iphone, may move toadvanced filter tech


 
Business,Business News,Business Opportunities
An industry analysis of the U.S. semi-conductor market released onThursday claims that Apple has already decided which companies willsupply the important radio chips in the next-generation iPhone, andone of the choices suggest that the handset will use advanced RFfiltering technology. Analysts at Barclays see the general internal architecture of thenext iPhone as remaining largely similar to the firm's most recent report, but adjusted what they believe to be the likely suppliersfor some components. Massachusetts-based analog semiconductor maker Skyworks is seen asthe biggest incremental winner and will provide the Band 13 and 17LTE power amplifiers ($0.75 x 2), the 2G/EDGE power amplifiermodule ($1.00) and the WLAN PA/low noise amplifier ($0.50) in theupcoming iPhone. Together, the three chips account for $3.00 incircuitry compared to the company's $1.20 in components seen in thecurrent iPhone 4S.

Perhaps the most surprising discovery is the possibility that Applewill replace current surface acoustic wave (SAW) RF filters withfilm bulk acoustic resonators (FBARs). SAW devices have been usedin past iterations of the iPhone, including the iPhone 4S, andApple was expected to continue using the parts in the next-genhandset. Recent breakthroughs in FBAR manufacturing have broughtdown the size and raised unit efficiency to a level that makes it aprime candidate for a smartphone maker looking to squeeze the mostcircuitry into an increasingly tight area. Avago Technologies, a spinoff company that began life as HP'scomponents division in the early 1960's, is pegged as an iPhone RFfilter supplier and has recently made significant additions to itsFBAR capacity, allocating tens of millions of dollars on thecomponent.

This is a strong signal that the company is planning ona substantial ramp up in part production in the near future,possibly for Apple's next handset. Avago believes that it can scaledown FBARs without degrading performance, which would change thesize, price and performance metrics that previously limited thedevices to certain bandwidths. With the new FBAR chips, which would be filtering on two 3G Bands,Avago could bump its piece of the iPhone component pie to $3.00compared to the $2.25 seen in the 4S. Usual players TriQuint and RF Micro Devices are also seen assupplying integral components, including WLAN PA/LNA units andantenna tuning ICs.

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