1.Architecture of RF Products
1.1 Cost Structure of Components
1.1.1 Filter
1.1.2 PA (Power Amplifier)
1.1.3 Other Components
2.Business Operations of Major RF Front-end Vendors
2.1 Business Scale: Broadcom is Ten Times Bigger than Skyworks and Qorvo in Value
2.2 Revenue Performance: Broadcom Tops, Followed by Skyworks, and Qorvo
2.3 Key Customers: Apple as Biggest Customer for Big 3
2.4 Technological Development: Broadcom Has Core Processor Capabilities, Qorvo Steps Up Investment in High-end Market
3. Strategies of Broadcom, Skyworks, and Qorvo for the RF Front-end Market
3.1 5G Smartphone Market
3.1.1 Skyworks Secures Partnerships While Qorvo and Broadcom Still Working on It
3.1.2 5G RF Modules Will be Highly Integrated
3.1.3 Power System and Heat Dissipation are Major Challenges
3.2 National Defense
3.2.1 Qorvo Leads in GaN Technology
3.2.2 Skyworks and Broadcom Yet to Develop Technology for the Defense Market
3.3 WiFi 6
3.3.1 5GHz and MU-MIMO are the Next Big Things in Wi-Fi
3.3.2 Broadcom Teams up with Skyworks While Qorvo with Qualcomm
3.3.3 Next-gen Wi-Fi Products Used in Smartphones, Homes, and Industrial Applications
4.MIC Perspective
Appendix
Glossary of Terms
List of Companies