2020年5G基建半导体分析报告 -美国半导体协会（英文版）（32页）.pdf

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1、 SIA CONFIDENTIAL | 5G INFRASTRUCTURE ANALYSIS | 1 5G WIRELESS INFRASTRUCTURE SEMICONDUCTOR ANALYSIS 2 | 5G INFRASTRUCTURE ANALYSIS 8 | 5G INFRASTRUCTURE ANALYSIS | SIA CONFIDENTIAL EXECUTIVE SUMMARY On behalf of SIA, a wireless market intelligence firm has analyzed all of the semiconductor function

2、 product families within the key elements of a 5G radio access network (RAN)- baseband unit (BBU) and active antenna unit (AAU)/remote radio unit (RRU) systems for 5G base stations along with the current domestic United States and foreign/international semiconductor suppliers. Our conclusion is that

3、 despite the United States maintaining overall market-share leadership in semiconductors with a 45% share of the global market, substitutes for U.S. components exist for nearly every semiconductor product family required to build a complete RAN infrastructure. In fact, our analysis indicates that of

4、 the more than fifty critical semiconductor elements necessary to design, manufacture, and sell a competitive 5G RAN network1, only 3 components could face supply constraints outside the United States in the event of an export restriction. For each of those three components, we have further conclude

5、d that alternatives are currently being deployed or under active development, especially within China by Huaweis semiconductor design arm, HiSilicon. 5G INFRASTRUCTURE ANALYSIS | 4 OUR CONCLUSION FOR THE BASEBAND UNIT SYSTEM FOR A 5G BASE STATION IS THAT THE TWO KEY SEMICONDUCTOR PRODUCT FAMILIES TH

6、AT MAY PRESENT SUPPLY ISSUES OUTSIDE OF THE UNITED STATES ARE: Commercial off-the-shelf Field Programmable Gate Arrays (FPGAs) 10Gbps Ethernet PHY Transceivers/Switches This is based upon current available information regarding foreign/ international semiconductor suppliers, their current products,