Phone Case,Eco Phone Case,Cases For Phone,Popular Phone Case Shenzhen Ruidian Technology CO., Ltd , https://www.wisonen.com
In the ongoing effort to secure key components for smartphones, particularly surface acoustic wave (SAW) filters, Ziguang recently partnered with Spreadtrum and RDA to find a reliable SAW supplier. The company is reportedly in talks with Taijiashuo (3221), aiming to establish a collaboration that could help stabilize component sourcing through shared packaging capacity. If successful, this partnership may set a new precedent in the industry.
This approach echoes past strategies used by the company. For instance, during the 2G era, Ziguang utilized packaging capacity arrangements with Han Tianxia Electronics, a mainland PA supplier, allowing PA modules to be shipped alongside Spreadtrum’s 2G chips. This ensured a stable supply of critical components. Whether such a model will extend to future collaborations between Spreadtrum and Taijiashuo remains to be seen.
With the rise of 4G technology, the number of frequency bands in mobile devices has increased significantly. Last year, some 4G phones supported up to 17 frequency bands, leading to a dramatic increase in the use of RF components like SAW filters and power amplifiers (PA). However, these components are primarily sourced from a few global suppliers—Murata, Skyworks, Avago, and TDK’s Epcos. These companies have struggled to meet the surging demand, making SAW and PA components some of the most vulnerable to shortages in recent years.
As demand for 4G smartphones continues to grow in mainland China and emerging markets, Qualcomm, a leading chipmaker, has announced a joint venture with TDK to invest in RF components like SAW. This move aims to ensure smooth chip shipments this year, despite the ongoing SAW shortage. The situation highlights the crucial role of wafer manufacturers in securing peripheral components.
The market has also been expanding. While the exhibition was not as successful in the 3G era, it's expected to focus heavily on 4G this year. Last week, under the guidance of the purple light team, RDA visited Taiwan to seek out the right SAW suppliers. Additionally, at the end of last year, Taijiashuo, a member of South Korea's Sawnics, participated in a meeting, and both parties agreed to conduct further discussions after the Lunar New Year.
According to industry insiders, Ziguang Group has a clear strategy: Spreadtrum handles the main chips, while RDA supplies WiFi chips. In terms of product applications, SAW and PA components are integrated into RF front-end modules (FEM). These modules are then placed on the Spreadtrum platform to ensure no shortages when 4G chips are launched in the future.
[Reporter Xie Jiawen/Taipei report] RF components such as PA and SAW are essential for smartphone functionality. Beyond market conditions and customer orders, ensuring that main chip shipments are not disrupted by component shortages is a major challenge for chip manufacturers. To address this, joint ventures and packaging capacity agreements have emerged as viable solutions.