Summary

5G mmWave Chipset Market: An Opportunity worth $56B by 2026 for RFICs (RF FE & RF Receivers) and Baseband Processors / Modems driven by Mobile Devices (Smartphones, Laptops & Tablets, Mobile Hubs, Robots, Wearables, AR/VR), Non-Mobile Devices (IoT Gateways, Surveillance cameras), Automobile, Telecommunication Infrastructure (Macro Cells, Small Cells, CPE)

INTRODUCTION

The study conducted on 5G mmWave chipset market (5G Millimeter Wave ICs) provides an in-depth analysis (118 Pages and 125 Exhibits) on current 5G mmWave deployments, ecosystem, spectrum, market overview, evolution, drivers & challenges, use cases, and cost analysis. The study is focussed on mmWave 5G chipset value chain that includes mmWave 5G baseband processor/modem, RF transceiver, and RF front end suppliers.  

As per this latest market report, 5G mmWave chipset market is expected to reach $56.3 billion by 2026, at a CAGR of 37.3% in next 5 years. 5G mmWave chipset includes baseband processor/modem and RFIC components such as RF transceivers and RF front end. Mobile devices are expected to be the major contributors in mmWave 5G chipset market because of growing availability of 5G mmWave enabled smartphones and other consumer devices.

mmWave delivers wide spectrum and capacity over the shortest distances for 5G along with lower latencies. High bands above 24GHz are allocated for 5G telecom infrastructure. The availability of the new spectrum depends on how much spectrum is released by regulators for use by service providers. Spectrum allocations for mmWave are often extremely wide, with 800 MHz or more per service provider and band. Wide spectrum enables the provision of high-capacity delivery and improved handling of peak rates. The US market is a global leader in the use of mmWave spectrum for 5G, with all major US operators already offering commercial 5G services using the band. Limited 5G mmWave deployments has been witnesses in Asia Pacific while Europe is far behind.

5G chipsets are poised to become an integral part of the 5G-enabled products, such as smartphones, tablets, C-V2X devices, and CPEs. 5G chipset by component has been segmented into baseband processor/modem and radio frequency integrated circuit (RFIC). RFIC has been further segmented into RF transceiver and RFF front end. Companies such as Qualcomm provides modem-to-antenna solutions like the snapdragon X55 5G mode, with its 5G mmWave antenna module (QTM525) and 5G mmWave chipsets SDX50M and QTM052. Other companies such as Analog Devices and MediaTek provide a 5G system on chip (SoC), and Samsung provides 5G RFICs and digital/along front-end (DFE) ASICs which support 28 GHz and 39 GHz bands.

Even start-up ecosystem has been growing rapidly in this market. Recently, Sivers Semiconductors has announced an acquisition of start-up company MixComm in a transaction worth $135 million. The move represents an investment by Sweden-based Sivers into the market for 5G in mmWave spectrum bands.

KEY ANALYTICAL HIGHLIGHTS

• 5G mmWave Baseband Processors are expected to have an installed base of 3.8 billion by 2026, mainly driven by mobile devices. 24 GHz to 39 GHz frequency band will account for the largest market of 5G mmWave chipset with more than 90% market share by 2026.
• RF Transceivers and RF FE are likely to reach $10.4 Billion and $23.5 Billion TAM respectively within 5G mmWave RFIC market by 2026.
• 138 thousand small cells are expected to be deployed by 2021 which is expected to rise to 3.25 million by 2026 considering dense small cell deployment by operators for mmWave. FWA is expected to be a major contributor to 5G mmWave infrastructure market as it was the first 5G use case. Apart this, 5.1 million CPEs are expected to be deployed by 2026.
• 5G mmWave macro cell market is expected to reach $4.8 billion by 2026. North America is the major contributor for Macro cells with ~83% share in 2021 as major 5G mmWave deployments are taking place in the US.
• In 5G network, the NFV will play a significant role in terms of providing operators the flexibility to expand their network functionality as well as provide effective and efficient operation of the network. NFV will enable network slicing and distributed cloud, which would supplement it to create flexible and programmable networks with an opportunity worth $3.1 billion
• 202 million devices with 5G mmWave support are expected to be shipped in 2021 and is likely to reach 1.1 billion units by 2026. Smartphone segment is expected to contribute major share of this market. A new application may emerge in the form of Robots and Drone contributing more than $110M for 5G mmWave by 2026
• The cost per square metre of a midband-only indoor 5G network versus a mmWave plus mid-band 5G network, assuming 10% of smartphones, laptops and security cameras are on 5G and 20% of both laptops and communications equipment are concurrently active. The result shows that if standard communications equipment is deployed, the yearly cost per square metre of a mid-band indoor network would amount to $2.86, while if advanced communications equipment is deployed, the cost per square metre of a mmWave plus mid-band network would amount to approximately $2.99.

CASE STUDIES ANALYZED

Industrial

• Airbus partnered with Ericsson to increase aircraft production with 5G mmWave private network
• Nokia and WEG Brazil launch Industry 4.0 project with 5G standalone private wireless
• Fujitsu launched of a private 5G network at its Oyama plant in Tochigi Prefecture, Japan
• Verizon Business deployed 5G Ultra-Wideband indoors at General Motors and Honeywell

Défense

• GBL Systems and Samsung to deploy 5G Testbeds for AR/VR at U.S. Army military bases
• JMA Wireless demonstrated 5G private network that will launch a smart warehouse at the Marine Corps Logistics Base at Albany

Education

• Siklu deployed a multi-gigabit 5G network at Bar-Ilan University Smart City Center, Israel
• AT&T is deploying private 5G mmWave network at University of Connecticut’s (UConn) Stamford campus
• University of Missouri and AT&T collaborate to bring full 5G+ millimeter wave capability to MU’s campus.

Airports

• AT&T deployed 5G mmWave at Tampa International Airport
• SK Telecom installed 5G mmWave base stations at Incheon International Airport

Stadiums

• AT&T launches 5G mmWave at Seattle’s Football Stadium
• Verizon launches 5G mmWave in Tampa and at Raymond James Stadium
• Rakuten held trials of smart stadium using 5G mmWave network

Automobile

• Movandi demonstrated 5G MmWave Connectivity For Cellular Vehicle-To-Everything Communications
• Ericsson used advanced 5G technology to track a connected car

Transportation

• ADVA demonstrated Europe’s first 5G mmWave rail deployment
• Telia, Ericsson and Intel Corporation deliver 5G connectivity to Tallink’s cruise ships at the Port of Tallinn in Estonia
• DOCOMO achieves 5G communication between high-speed bullet train and experimental base stations using mmWave band

Public Safety

• AT&T offers 5G mmWave to first responders

Healthcare

• AT&T deploys private 5G network at Lawrence J. Ellison Institute for Transformative Medicine of USC

Key Players Profiled

1. Qualcomm
2. Samsung
3. Huawei
4. Nokia
5. MediaTek
6. Intel Corporation
7. Qorvo, Inc. (US),
8. Xilinx
9. Analog Devices
10. NXP Semiconductors
11. Marvell
12. Renesas
13. Anokiwave
14. MACOM
15. MaxLinear
16. MixComm
17. Sivers Semiconductor
18. Movandi
19. Peraso
20. SIMCom Wireless Solutions
21. Quectel
22. Mobix Labs
23. Microamp Solutions

Key Questions to be answered through this study

• What are the major trends and drivers impacting 5G mmWave Chipset Market?
• What is the total cost of ownership and what are the cost implication of 5G small cells deployment?
• What is the revenue outlook (TAM) and forecast till 2026 for 5G mmWave Chipset Market by, Components (Baseband Processors, RFIC), Frequency (24-39 GHz, 40-57 GHz, Above 57 GHz), 5G Devices (Smartphones, Laptops, Tablets, Mobile Hubs, Robots, AR/VR Devices, Wearables, Drones, IoT Gateways, Surveillance Cameras) and Countries?
• How 5G mmWave Chipset market is expanding in other use-cases like Transportation, Public Safety, Education, Stadium, Airports, Défense, Industrial, Healthcare etc.?
• What is the competitive landscape of 5G mmWave Chipset Market?
• What is the strategic imperative and calls to action that will define growth and success within 5G mmWave Chipset by 2026?

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Table of Contents

1    Introduction    8

1.1    5G Overview    11
1.2    5G Roadmap    14
1.3    5G spectrum bands    16
1.4    Role of mmWave in 5G    17
1.5    Comparison of 5G with other Connectivity Technologies    17
1.5.1    5G vs 4G    17
1.5.2    Wi-Fi 6 & 5G for private networks    19
1.5.3    Sub-6GHz vs mmWave    19

2    Executive Summary    21

3    Drivers & Opportunities    22

3.1    5G mmWave Capacity & Coverage    22
3.2    Higher densification    22
3.3    Larger Bandwidth    23
3.4    Larger Antenna Array in Small Form Factor    23
3.5    Channel Reciprocity    23

4    Cost implications of 5G small cell deployment    24

4.1    Large dense city    24
4.2    Small less dense city    25

5    5G mmWave Ecosystem    26

5.1    Device    26
5.2    Equipment    27
5.3    Communication Service Providers    28
5.4    Key Industry insights    28

6    Total Cost of Ownership Analysis    31

6.1    Dense urban    31
6.2    Fixed wireless access    33
6.3    Indoor    36

7    5G mmWave Deployment Options    38

7.1    Fixed Wireless Access    38
7.2    Indoor & Outdoor Small Cell Access    39
7.3    Integrated Access & Backhaul Small Cells    42

8    Regulatory Framework    44

8.1    US    44
8.1.1    Spectrum    44
8.1.2    Infrastructure    44
8.2    European Union    46
8.2.1    Spectrum    46
8.2.2    Infrastructure    47
8.3    Japan    48
8.4    South Korea    49

9    5G mmWave Case Studies    50

9.1    Industrial    50
9.1.1    Airbus partnered with Ericsson to increase aircraft production with 5G mmWave private network    50
9.1.2    Nokia and WEG Brazil launch Industry 4.0 project with 5G standalone private wireless    50
9.1.3    Fujitsu launched of a private 5G network at its Oyama plant in Tochigi Prefecture, Japan    50
9.1.4    Verizon Business deployed 5G Ultra-Wideband indoors at General Motors and Honeywell    50
9.2    Defense    51
9.2.1    GBL Systems and Samsung to deploy 5G Testbeds for AR/VR at U.S. Army military bases    51
9.2.2    JMA Wireless demonstrated 5G private network that will launch a smart warehouse at the Marine Corps Logistics Base at Albany    51
9.3    Education    51
9.3.1    Siklu deployed a multi-gigabit 5G network at Bar-Ilan University Smart City Center, Israel    51
9.3.2    AT&T is deploying private 5G mmWave network at University of Connecticut’s (UConn) Stamford campus    51
9.3.3    University of Missouri and AT&T collaborate to bring full 5G+ millimeter wave capability to MU’s campus.    51
9.4    Airports    52
9.4.1    AT&T deployed 5G mmWave at Tampa International Airport    52
9.4.2    SK Telecom installed 5G mmWave base stations at Incheon International Airport    52
9.5    Stadiums    52
9.5.1    AT&T launches 5G mmWave at Seattle’s Football Stadium    52
9.5.2    Verizon launches 5G mmWave in Tampa and at Raymond James Stadium    52
9.5.3    Rakuten held trials of smart stadium using 5G mmWave network    52
9.6    Automobile    53
9.6.1    Movandi demonstrated 5G MmWave Connectivity for Cellular Vehicle-To-Everything Communications    53
9.6.2    Ericsson used advanced 5G technology to track a connected car    53
9.7    Transportation    53
9.7.1    ADVA demonstrated Europe’s first 5G mmWave rail deployment    53
9.7.2    Telia, Ericsson and Intel Corporation deliver 5G connectivity to Tallink’s cruise ships at the Port of Tallinn in Estonia    53
9.7.3    DOCOMO achieves 5G communication between high-speed bullet train and experimental base stations using mmWave band    54
9.8    Public Safety    54
9.8.1    AT&T offers 5G mmWave to first responders    54
9.9    Healthcare    54
9.9.1    AT&T deploys private 5G network at Lawrence J. Ellison Institute for Transformative Medicine of USC    54

10    mmWave 5G Chipset Market Size & Forecast, By Frequency    55

10.1    24 GHz to 39 GHz    58
10.2    40 GHz to 57 GHz    58
10.3    Above 57 GHz    58

11    mmWave 5G Chipset Market Size & Forecast, By Component    59

11.1    Baseband Processor/Modem    59
11.2    RFIC    60
11.2.1    RF Transceiver    62
11.2.2    RF FE    62

12    Market Size, Shipment & Forecast, By Device    64

12.1    Mobile Devices    64
12.1.1    Smartphones    65
12.1.2    Laptops & Tablets    66
12.1.3    Mobile Hubs    66
12.1.4    Robots    66
12.1.5    Wearables    66
12.1.6    AR/VR    66
12.2    Non-mobile Devices    68
12.2.1    IoT Gateways    68
12.2.2    Surveillance cameras    68
12.3    Automobile    71
12.4    Telecommunication Infrastructure    73
12.4.1    Macro Cell    74
12.4.2    Small Cell    76
12.4.3    CPE    78

13    Regional Market Analysis & Forecast    80

13.1    Regional Impact of 5G mmWave Spectrum    80
13.2    mmWave Contribution To GDP    81
13.3    North America    83
13.4    Europe    84
13.5    Asia-Pacific    86
13.6    Rest of the World    87
13.6.1    Middle East & North Africa    87
13.6.2    Sub-Saharan Africa    88
13.6.3    Others    88

14    Competitive Landscape    90

14.1    Value Chain Analysis    90
14.2    mmWave 5G Chipset Market Share Analysis    91

15    Company Profiles    93

15.1    Qualcomm, Inc.    93
15.1.1    Overview    93
15.1.2    Solutions offered    93
15.1.3    Key developments    94
15.2    Samsung    95
15.2.1    Overview    95
15.2.2    Solutions offered    95
15.2.3    Key developments    95
15.3    Huawei    96
15.3.1    Overview    96
15.3.2    Solutions offered    96
15.3.3    Key developments    96
15.4    Nokia    96
15.4.1    Overview    96
15.4.2    Solutions offered    96
15.4.3    Key developments    96
15.5    MediaTek    97
15.5.1    Overview    97
15.5.2    Solutions offered    97
15.5.3    Key developments    97
15.6    Intel Corporation    98
15.6.1    Overview    98
15.6.2    Solutions offered    98
15.6.3    Key developments    98
15.7    Qorvo, Inc. (US),    99
15.7.1    Overview    99
15.7.2    Solutions offered    99
15.7.3    Key developments    99
15.8    Xilinx    100
15.8.1    Overview    100
15.8.2    Solutions offered    100
15.8.3    Key developments    100
15.9    Analog Devices    101
15.9.1    Overview    101
15.9.2    Solutions offered    101
15.9.3    Key developments    101
15.10    NXP Semiconductors    102
15.10.1    Overview    102
15.10.2    Solutions offered    102
15.10.3    Key developments    102
15.11    Marvell    103
15.11.1    Overview    103
15.11.2    Solutions offered    103
15.11.3    Key developments    103
15.12    Renesas    104
15.12.1    Overview    104
15.12.2    Solutions offered    104
15.12.3    Key developments    104
15.13    Anokiwave    105
15.13.1    Overview    105
15.13.2    Solutions offered    105
15.13.3    Key developments    105
15.14    MACOM    106
15.14.1    Overview    106
15.14.2    Solutions offered    106
15.14.3    Key developments    106
15.15    MaxLinear    107
15.15.1    Overview    107
15.15.2    Solutions offered    107
15.15.3    Key developments    107
15.16    MixComm    108
15.16.1    Overview    108
15.16.2    Solutions offered    108
15.16.3    Key developments    108
15.17    Sivers Semiconductor    110
15.17.1    Overview    110
15.17.2    Solutions offered    110
15.17.3    Key developments    110
15.18    Movandi    111
15.18.1    Overview    111
15.18.2    Solutions offered    111
15.18.3    Key developments    112
15.19    Peraso    113
15.19.1    Overview    113
15.19.2    Solutions offered    113
15.19.3    Key developments    113
15.20    SIMCom Wireless Solutions    113
15.20.1    Overview    113
15.20.2    Solutions offered    113
15.21    Quectel    114
15.21.1    Overview    114
15.21.2    Solutions offered    114
15.21.3    Key developments    114
15.22    Mobix Labs    115
15.22.1    Overview    115
15.22.2    Solutions offered    115
15.22.3    Key developments    115
15.23    Microamp Solutions    116
15.23.1    Overview    116
15.23.2    Solutions offered    116