China RF manufacturers landscape gearing towards the high end with Maxscend and Lunsus being very promising.
Domestic manufacturers compete for the high-end market.
The government has introduced a series of policies that are favorable to the development of the RF industry. The "Outline of the 14th Five-Year Plan for National Economic and Social Development of the People's Republic of China and the Long-Term Goals for 2035" determined at the Fourth Session of the 13th National People's Congress in 2021 clearly pointed out that we should concentrate our superior resources to tackle core technologies, including the development of integrated circuit tools, key equipment and high-purity target materials, breakthroughs in special processes such as integrated circuit advanced processes and insulated gate bipolar transistors, and the development of wide bandgap semiconductors such as silicon carbide and gallium nitride.
At present, the first camp of domestic RF front-end chip manufacturers mainly includes Zhuoshengwei, Weige Chuangxin, Feixiang Technology, Anrui Micro and Huizhiwei. The above five companies have different focuses in R&D direction and operational capabilities.
Zhuosheng Microelectronics was founded in 2012 and listed in 2019. Its main business is the research, development and sales of RF front-end chips. It mainly provides RF front-end chip products such as RF switches and RF low-noise amplifiers to the market, and provides IP authorization for use in mobile smart terminals such as smartphones.
Weige Chuangxin was established in 2010. Its main business is the research and development, design and sales of RF front-end chips. Its main products are RF power amplifier modules, as well as some RF switch chips and Wi-Fi RF front-end module products, which are widely used in mobile terminals such as mobile phones and tablets, as well as communication equipment such as wireless broadband routers.
Feixiang Technology was founded in 2015. Its main business is the research and development, design and sales of RF front-end chips. Its downstream application areas include mobile smart terminals such as smartphones and tablets and network communication markets such as wireless broadband routers. Feixiang Technology is one of the first domestic manufacturers to launch 5G RF front-end module kits, and was the first to mass-produce 5G RF front-end devices on the domestic GaAs process platform. It is also the domestic RF front-end company with the largest shipment volume using domestic GaAs technology.
Onray Micro's main business is the development of RF/analog integrated circuits and SoC system integrated circuits, as well as the research and development and promotion of application solutions. Its products include a full range of 2G-5G RF front-end chips and Bluetooth SoC chips, mainly 2G, which are used in mobile terminals, tablet computers and other terminal fields. The latest performance data has not yet been disclosed.
Huizhi Microelectronics was established in 2011. Its main business is to provide high-performance RF front-end chips. It provides a series of RF front-end chips for 4G/5G and NB-IoT, which are applied to smartphones, tablets, wireless communication modules, vehicle-mounted smart rearview mirrors, smart watches and other products.
Overall, domestic RF manufacturers are gradually getting out of the red ocean competition of low-end chips, and it will not be long before they enter the high-end market that has long been monopolized by foreign capital. In such a fiercely competitive environment, efficient operation and technological innovation have become two indispensable capabilities for domestic manufacturers.
Zhuoshengwei, Weige Chuangxin, Feixiang Technology and many other manufacturers are competing for RF localization
Domestic manufacturers compete for the high-end market.
The government has introduced a series of policies that are favorable to the development of the RF industry. The "Outline of the 14th Five-Year Plan for National Economic and Social Development of the People's Republic of China and the Long-Term Goals for 2035" determined at the Fourth Session of the 13th National People's Congress in 2021 clearly pointed out that we should concentrate our superior resources to tackle core technologies, including the development of integrated circuit tools, key equipment and high-purity target materials, breakthroughs in special processes such as integrated circuit advanced processes and insulated gate bipolar transistors, and the development of wide bandgap semiconductors such as silicon carbide and gallium nitride.
At present, the first camp of domestic RF front-end chip manufacturers mainly includes Zhuoshengwei, Weige Chuangxin, Feixiang Technology, Anrui Micro and Huizhiwei. The above five companies have different focuses in R&D direction and operational capabilities.
Zhuosheng Microelectronics was founded in 2012 and listed in 2019. Its main business is the research, development and sales of RF front-end chips. It mainly provides RF front-end chip products such as RF switches and RF low-noise amplifiers to the market, and provides IP authorization for use in mobile smart terminals such as smartphones.
Weige Chuangxin was established in 2010. Its main business is the research and development, design and sales of RF front-end chips. Its main products are RF power amplifier modules, as well as some RF switch chips and Wi-Fi RF front-end module products, which are widely used in mobile terminals such as mobile phones and tablets, as well as communication equipment such as wireless broadband routers.
Feixiang Technology was founded in 2015. Its main business is the research and development, design and sales of RF front-end chips. Its downstream application areas include mobile smart terminals such as smartphones and tablets and network communication markets such as wireless broadband routers. Feixiang Technology is one of the first domestic manufacturers to launch 5G RF front-end module kits, and was the first to mass-produce 5G RF front-end devices on the domestic GaAs process platform. It is also the domestic RF front-end company with the largest shipment volume using domestic GaAs technology.
Onray Micro's main business is the development of RF/analog integrated circuits and SoC system integrated circuits, as well as the research and development and promotion of application solutions. Its products include a full range of 2G-5G RF front-end chips and Bluetooth SoC chips, mainly 2G, which are used in mobile terminals, tablet computers and other terminal fields. The latest performance data has not yet been disclosed.
Huizhi Microelectronics was established in 2011. Its main business is to provide high-performance RF front-end chips. It provides a series of RF front-end chips for 4G/5G and NB-IoT, which are applied to smartphones, tablets, wireless communication modules, vehicle-mounted smart rearview mirrors, smart watches and other products.
Overall, domestic RF manufacturers are gradually getting out of the red ocean competition of low-end chips, and it will not be long before they enter the high-end market that has long been monopolized by foreign capital. In such a fiercely competitive environment, efficient operation and technological innovation have become two indispensable capabilities for domestic manufacturers.
