Going through SMEC half year report
if you look at page 16 in there, it's a lot of research project they have
A lot of power chip stuff in there and auto chip
page 17, 12-14, 16 are MEMS related include
8 英寸射频滤波器技术研发----第一代产品规模量产;第二代产品小规模试产阶段-----完成滤波器全套工艺技术,形成晶圆制造、封装制造一体化的系统集成代工能力----国内领先---- 应用于 4G、5G 等射频前端领域
Look at that, they are the leaders in 8-inch rf filters for 4G & 5G, claiming to have full filters production, packaging, wafer making capability
also GaA based 3D photoelectric sensor product
also MEMS mirror for Lidars (this is important). MEMS Lidars require this mirror product
公司是国内最大、技术最先进的MEMS晶圆代工厂,2022年MEMS年销量超过7.04万片
SMEC produce 70.4k MEMS wafers per year in 2022 (about 6k), a lot of that likely rf filters
从产能上看,中芯集成的产能建设主要围绕车载、工控领域。其中,应用于车载、工控领域核心芯片的IGBT产能达到8万片/月,产能利用率超过95%;SiC新建产能为2000片/月,产能利用率超过90%。此外,该公司还有MOSFET产能6.5万片/月、MEMS产能1.1万片/月、HVIC产能5000片/月
so it has 11k wpm of MEMS capacity
now in terms of what 5G bands need to be supported
1)n41:
2.6GHz
2)n78:
、
C-band 3.4-3.6GHz
3)n79:
和广电C-band 4.4-5.0GHz
so get this to work in China, you need to support n41, n78, n79
according to that link
memsonic supports all 3
epicmem and huntersun only supports n41
Although this article on epicmem website would indicate that it already worked with China Mobile to support both n41 & n79
Even there it said it built production capacity of 1.5B/year (this was in 2019)
looks like from this page in April, it was just producing this new Sili-BAW Pro for sub 3GHz
Also looks like huntersun (汉天下) has their own fab, which produces 960m filters a year, which doesn't seem enough in product range or capacity to cover Huawei. It is however possible they are one of the suppliers.
We've already talked plenty about memsonic, looks like they can certain help support this. But at 2k wpm * 40-50k filters/wafer -> 80-100m filters/month -> ~1 billion/year?
If sai micro can get to 10k wpm then we could be look at 5 billion/year
From
about epicmem, looks like they got most of SMEC's capacity and has delivered > 700m rf filters as of earlythis year
domestic share of BAW filter in 2021 < 5%, so a lot of room for growth
it has orders from oppo, vivo, xiaomi, samsung and others
looks like it's basically just concentrated on BAW filters
继2021年7月完成了累计出货1亿颗射频芯片的第一个发展目标之后,开元通信在今年第4季度完成了单季度出货1亿颗射频芯片的第二个发展里程碑
so by July of 2021, it had achieved 100m filter delivery & by 2022 Q4, it was delivered > 100m filter for the first time
Looks like in 2022, it offered quite the product line
If Huawei makes 40m 5G phones next year and each phone requires 50 BAW filter + 30 SAW filter, then they need 2B BAW filter at least and over 1B SAW filter
Might be using a combo of multiple BAW filters to achieve product coverage & also using higher end SAW filter for sub 3-GHz range (Maxscend's MAX-SAW offers support for up to 3GHz band)