This report is a complete technical and market review of ASIC, FPGA, ADC, DAC, LDMOS, GaN, PLL, and RF components in remote radio heads.
"For most of the world, 5G deployment will be spread over many years and will solidify slowly over time," commented Principal Analyst Joe Madden. "China is the exception; political forces are driving a huge nationwide deployment at incredible speed. We ran the numbers, and they will surprise most of the industry. We had been limiting our forecast based on capacity issues in the supply chain, but with big recent investments in component capacity, we have bumped up our forecast for 2019."
The report reveals how China Mobile, China Telecom, and China Unicom will together deploy huge numbers of base stations during the first months of 2019 — the first year of deployment. What Mobile Experts has coined the "China Surge" will continue through 2021, when the report shows a return to sanity in step with the rest of the world's more gradual rate of deployment.
According to Mobile Experts, field trials at millimeter-wave frequencies have been extremely successful, and both Verizon and AT&T are underway in building commercial networks. The complexity of mm-wave radios has increased dramatically, so even fairly small networks can result in huge numbers of radio transceivers. Mobile Experts highlights the use of 192T192R, 256T256R, and even 1024T1024R radios breaks down the mm-wave radios separately because of the dollar value for each radio path differing significantly from the lower bands.
"The dollar content for semiconductors per transceiver will drop sharply as we move down to lower power levels in Massive MIMO, but every component on the market will ship in unprecedented numbers, and with new levels of integration. Overall, 5G will increase the dollar content per RRH devoted to power transistors, ADCs/DACs, and processors due to massive MIMO and the wide bandwidth of the 5G signal," commented Principal Analyst Joe Madden.