{"id":1332,"date":"2025-10-07T00:53:25","date_gmt":"2025-10-07T00:53:25","guid":{"rendered":"https:\/\/www.wallisemi.com\/?p=1332"},"modified":"2025-10-08T00:56:14","modified_gmt":"2025-10-08T00:56:14","slug":"cac-van-de-chinh-trong-mach-tien-khuech-dai-rf-va-diem-nghen-cua-chip-rf","status":"publish","type":"post","link":"https:\/\/www.wallisemi.com\/vi\/blog\/industry-insights\/key-issues-in-rf-front-end-the-bottleneck-of-rfchips\/","title":{"rendered":"C\u00e1c v\u1ea5n \u0111\u1ec1 ch\u00ednh trong m\u1ea1ch ti\u1ec1n khu\u1ebfch \u0111\u1ea1i t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn (RF): \u201c\u0110i\u1ec3m ngh\u1ebdn\u201d c\u1ee7a chip RF"},"content":{"rendered":"

B\u1ed1i c\u1ea3nh:<\/strong>
V\u1edbi t\u01b0 c\u00e1ch l\u00e0 m\u1ed9t trong nh\u1eefng nh\u00e0 d\u1eabn \u0111\u1ea7u trong l\u0129nh v\u1ef1c c\u00f4ng ngh\u1ec7 5G, Huawei \u0111\u00e3 ch\u1ecbu \u1ea3nh h\u01b0\u1edfng n\u1eb7ng n\u1ec1 t\u1eeb c\u00e1c bi\u1ec7n ph\u00e1p tr\u1eebng ph\u1ea1t c\u1ee7a M\u1ef9, khi\u1ebfn c\u00e1c chip 5G c\u1ee7a h\u00e3ng ch\u1ec9 c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng cho m\u1ea1ng 4G. V\u1ea5n \u0111\u1ec1 c\u1ed1t l\u00f5i trong t\u00ecnh hu\u1ed1ng n\u00e0y n\u1eb1m \u1edf c\u00e1c m\u00f4-\u0111un \u0111\u1ea7u v\u00e0o t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn (RF front-end), v\u1ed1n \u0111ang b\u1ecb c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t qu\u1ed1c t\u1ebf \u0111\u1ed9c quy\u1ec1n.<\/p>\n\n\n\n

T\u1ed5ng quan th\u1ecb tr\u01b0\u1eddng:<\/strong>
Th\u1ecb tr\u01b0\u1eddng b\u1ed9 ph\u1eadn \u0111\u1ea7u v\u00e0o t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn (RF) hi\u1ec7n \u0111ang b\u1ecb chi ph\u1ed1i b\u1edfi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t n\u01b0\u1edbc ngo\u00e0i nh\u01b0 Broadcom, Qualcomm, Qorvo, Skyworks v\u00e0 Murata. Hi\u1ec7n nay, nhu c\u1ea7u v\u1ec1 c\u00e1c gi\u1ea3i ph\u00e1p thay th\u1ebf trong n\u01b0\u1edbc cho c\u00e1c doanh nghi\u1ec7p qu\u1ed1c t\u1ebf n\u00e0y l\u00e0 r\u1ea5t c\u1ea5p thi\u1ebft.<\/p>\n\n\n\n

\u0110\u1ecbnh v\u1ecb v\u00e0 chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a c\u00f4ng ty: T\u1eadp trung v\u00e0o ph\u1ea7n \u0111\u1ea7u v\u00e0o t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn (RF Front-End)<\/strong><\/p>\n\n\n\n

Weijie Chuangxin l\u00e0 m\u1ed9t trong nh\u1eefng doanh nghi\u1ec7p trong n\u01b0\u1edbc \u0111\u1ea7u ti\u00ean chuy\u00ean nghi\u00ean c\u1ee9u, thi\u1ebft k\u1ebf v\u00e0 kinh doanh chip \u0111\u1ea7u v\u00e0o t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn (RF). C\u00f4ng ty t\u1eadp trung v\u00e0o vi\u1ec7c ph\u00e1t tri\u1ec3n c\u00e1c s\u1ea3n ph\u1ea9m s\u00e1ng t\u1ea1o v\u00e0 c\u1ea1nh tranh trong l\u0129nh v\u1ef1c chip RF nh\u1eb1m h\u1ed7 tr\u1ee3 c\u00e1c gi\u1ea3i ph\u00e1p thay th\u1ebf trong n\u01b0\u1edbc.<\/p>\n\n\n\n

\u0110\u1ea7u t\u01b0 v\u00e0o nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n (R&D) v\u00e0 nh\u1eefng th\u00e0nh t\u1ef1u k\u1ef9 thu\u1eadt:<\/strong><\/p>\n\n\n\n

\u0110\u1ea7u t\u01b0 v\u00e0o nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n:<\/strong> N\u0103m 2022, Weijie Chuangxin \u0111\u00e3 \u0111\u1ea7u t\u01b0 462 tri\u1ec7u CNY v\u00e0o ho\u1ea1t \u0111\u1ed9ng nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n (R&D), chi\u1ebfm 20,191% doanh thu. S\u1ed1 l\u01b0\u1ee3ng nh\u00e2n vi\u00ean R&D c\u1ee7a c\u00f4ng ty chi\u1ebfm 56,941%, trong \u0111\u00f3 42,211% c\u00f3 b\u1eb1ng th\u1ea1c s\u0129 tr\u1edf l\u00ean.<\/p>\n\n\n\n

Th\u00e0nh t\u1ef1u c\u00f4ng ngh\u1ec7:<\/strong> C\u00f4ng ty hi\u1ec7n s\u1edf h\u1eefu g\u1ea7n 30 c\u00f4ng ngh\u1ec7 c\u1ed1t l\u00f5i v\u00e0 12 d\u1ef1 \u00e1n \u0111ang tri\u1ec3n khai, ch\u1ee7 y\u1ebfu t\u1eadp trung v\u00e0o c\u00f4ng ngh\u1ec7 5G. T\u00ednh \u0111\u1ebfn cu\u1ed1i n\u0103m 2022, c\u00f4ng ty \u0111\u00e3 s\u1edf h\u1eefu 43 b\u1eb1ng s\u00e1ng ch\u1ebf, 12 b\u1eb1ng s\u00e1ng ch\u1ebf ki\u1ec3u d\u00e1ng c\u00f4ng nghi\u1ec7p v\u00e0 108 b\u1ea3n thi\u1ebft k\u1ebf b\u1ed1 tr\u00ed m\u1ea1ch t\u00edch h\u1ee3p.<\/p>\n\n\n\n

C\u00e1c d\u00f2ng s\u1ea3n ph\u1ea9m ch\u1ee7 l\u1ef1c v\u00e0 ti\u1ebfn tr\u00ecnh ph\u00e1t tri\u1ec3n th\u1ecb tr\u01b0\u1eddng<\/strong><\/p>\n\n\n\n

C\u00e1c s\u1ea3n ph\u1ea9m b\u00e1n ra c\u1ee7a c\u00f4ng ty \u0111\u01b0\u1ee3c chia th\u00e0nh ba nh\u00f3m ch\u00ednh:<\/p>\n\n\n\n

C\u00e1c m\u00f4-\u0111un PA (Ho\u1ea1t \u0111\u1ed9ng kinh doanh c\u1ed1t l\u00f5i)<\/strong><\/p>\n\n\n\n

T\u1ef7 l\u1ec7 doanh thu:<\/strong> N\u0103m 2022, doanh thu t\u1eeb m\u1ea3ng m\u00f4-\u0111un PA \u0111\u1ea1t 2,005 t\u1ef7 CNY, chi\u1ebfm 88,491% t\u1ed5ng doanh thu t\u1eeb ho\u1ea1t \u0111\u1ed9ng kinh doanh ch\u00ednh.<\/p>\n\n\n\n

S\u1ea3n ph\u1ea9m 5G:<\/strong> C\u00e1c s\u1ea3n ph\u1ea9m 5G chi\u1ebfm 44,321% doanh thu t\u1eeb m\u00f4-\u0111un PA.<\/p>\n\n\n\n

C\u00e1c m\u1ed1c k\u1ef9 thu\u1eadt:<\/strong><\/p>\n\n\n\n

N\u0103m 2021: \u0110\u00e3 \u0111\u01b0a v\u00e0o s\u1ea3n xu\u1ea5t h\u00e0ng lo\u1ea1t m\u00f4-\u0111un L-PAMiF c\u00f3 m\u1ee9c \u0111\u1ed9 t\u00edch h\u1ee3p cao.<\/p>\n\n\n\n

N\u0103m 2023 (6 th\u00e1ng \u0111\u1ea7u): B\u1eaft \u0111\u1ea7u xu\u1ea5t x\u01b0\u1edfng h\u00e0ng lo\u1ea1t s\u1ea3n ph\u1ea9m L-PAMiD.<\/p>\n\n\n\n

N\u0103m 2023: L\u00e0 \u0111\u01a1n v\u1ecb \u0111\u1ea7u ti\u00ean ra m\u1eaft ki\u1ebfn tr\u00fac RF L-PAMiF \u0111i\u1ec7n \u00e1p th\u1ea5p 3,4V, gi\u00fap kh\u00e1ch h\u00e0ng gi\u1ea3m chi ph\u00ed h\u1ec7 th\u1ed1ng v\u00e0 m\u1ee9c ti\u00eau th\u1ee5 \u0111i\u1ec7n n\u0103ng.<\/p>\n\n\n\n

Kh\u00e1ch h\u00e0ng:<\/strong> C\u00e1c s\u1ea3n ph\u1ea9m n\u00e0y \u0111\u00e3 \u0111\u01b0\u1ee3c \u1ee9ng d\u1ee5ng tr\u00ean c\u00e1c th\u01b0\u01a1ng hi\u1ec7u \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh h\u00e0ng \u0111\u1ea7u nh\u01b0 Xiaomi, OPPO v\u00e0 Vivo.<\/p>\n\n\n\n

C\u00e1c m\u00f4-\u0111un LNA<\/strong><\/p>\n\n\n\n

T\u1ef7 l\u1ec7 doanh thu:<\/strong> N\u0103m 2022, doanh thu t\u1eeb m\u1ea3ng m\u00f4-\u0111un LNA \u0111\u1ea1t 261 tri\u1ec7u CNY, chi\u1ebfm 11,511% t\u1ed5ng doanh thu t\u1eeb ho\u1ea1t \u0111\u1ed9ng kinh doanh ch\u00ednh.<\/p>\n\n\n\n

Ph\u00e1t tri\u1ec3n s\u1ea3n ph\u1ea9m:<\/strong><\/p>\n\n\n\n

Th\u1ebf h\u1ec7 th\u1ee9 ba c\u1ee7a LNA Bank\u00ae \u0111\u00e3 \u0111\u01b0\u1ee3c s\u1ea3n xu\u1ea5t h\u00e0ng lo\u1ea1t, v\u00e0 th\u1ebf h\u1ec7 th\u1ee9 t\u01b0 \u0111ang trong qu\u00e1 tr\u00ecnh ph\u00e1t tri\u1ec3n.<\/p>\n\n\n\n

C\u00e1c s\u1ea3n ph\u1ea9m L-FEM\u00ae \u0111\u00e3 ho\u00e0n thi\u1ec7n \u0111ang \u0111\u01b0\u1ee3c s\u1ea3n xu\u1ea5t h\u00e0ng lo\u1ea1t, trong khi th\u1ebf h\u1ec7 ti\u1ebfp theo \u0111ang trong giai \u0111o\u1ea1n nghi\u00ean c\u1ee9u.<\/p>\n\n\n\n

M\u1ee5c ti\u00eau:<\/strong> \u0110\u1ec3 \u0111\u1ea3m b\u1ea3o ph\u1ea1m vi s\u1ea3n ph\u1ea9m \u0111\u1ea7y \u0111\u1ee7, t\u1eeb c\u00e1c m\u1eabu gi\u00e1 r\u1ebb \u0111\u1ebfn c\u00e1c m\u1eabu cao c\u1ea5p.<\/p>\n\n\n\n

M\u00f4-\u0111un \u0111\u1ea7u v\u00e0o t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn (RF) Wi-Fi<\/strong><\/p>\n\n\n\n

T\u00ecnh tr\u1ea1ng hi\u1ec7n t\u1ea1i:<\/strong> \u0110\u00e3 \u0111\u1ea1t \u0111\u01b0\u1ee3c doanh s\u1ed1 b\u00e1n c\u00e1c m\u00f4-\u0111un Wi-Fi 6 v\u00e0 Wi-Fi 6E, v\u1edbi c\u00f4ng ngh\u1ec7 \u0111\u1ea1t tr\u00ecnh \u0111\u1ed9 ti\u00ean ti\u1ebfn tr\u00ean th\u1ebf gi\u1edbi.<\/p>\n\n\n\n

K\u1ebf ho\u1ea1ch trong t\u01b0\u01a1ng lai:<\/strong> Th\u1ebf h\u1ec7 \u0111\u1ea7u ti\u00ean c\u1ee7a Wi-Fi 7 \u0111\u00e3 \u0111\u01b0\u1ee3c ra m\u1eaft, v\u00e0 c\u00e1c phi\u00ean b\u1ea3n ti\u1ebfp theo \u0111ang \u0111\u01b0\u1ee3c ph\u00e1t tri\u1ec3n nh\u1eb1m thu h\u1eb9p kho\u1ea3ng c\u00e1ch v\u1edbi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t h\u00e0ng \u0111\u1ea7u th\u1ebf gi\u1edbi.<\/p>\n\n\n\n

C\u01a1 h\u1ed9i th\u1ecb tr\u01b0\u1eddng: C\u00f4ng ngh\u1ec7 5G th\u00fac \u0111\u1ea9y t\u0103ng tr\u01b0\u1edfng v\u00e0 qu\u00e1 tr\u00ecnh thay th\u1ebf h\u00e0ng nh\u1eadp kh\u1ea9u b\u1eb1ng h\u00e0ng n\u1ed9i \u0111\u1ecba<\/strong><\/p>\n\n\n\n

S\u1ef1 gia t\u0103ng v\u1ec1 m\u1ee9c \u0111\u1ed9 s\u1eed d\u1ee5ng:<\/strong> Vi\u1ec7c s\u1eed d\u1ee5ng c\u00e1c m\u00f4-\u0111un PA, c\u00f4ng t\u1eafc, b\u1ed9 khu\u1ebfch \u0111\u1ea1i t\u00edn hi\u1ec7u y\u1ebfu (LNA) v\u00e0 c\u00e1c thi\u1ebft b\u1ecb kh\u00e1c trong \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh 5G \u0111\u00e3 t\u0103ng h\u01a1n 80% so v\u1edbi 4G. S\u1ed1 l\u01b0\u1ee3ng b\u1ed9 l\u1ecdc v\u00e0 b\u1ed9 \u0111i\u1ec1u ch\u1ec9nh t\u1ea7n s\u1ed1 c\u0169ng t\u0103ng h\u01a1n 100%.<\/p>\n\n\n\n

T\u0103ng gi\u00e1 tr\u1ecb:<\/strong> Gi\u00e1 tr\u1ecb c\u1ee7a m\u1ed9t m\u00f4-\u0111un PA \u0111\u00e3 t\u0103ng h\u01a1n 131%, t\u1eeb kho\u1ea3ng $3,25 \u1edf 4G l\u00ean h\u01a1n $7,50 \u1edf 5G.<\/p>\n\n\n\n

Quy m\u00f4 th\u1ecb tr\u01b0\u1eddng:<\/strong><\/p>\n\n\n\n

Th\u1ecb tr\u01b0\u1eddng b\u1ed9 ph\u1eadn \u0111\u1ea7u v\u00e0o t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn (RF) cho thi\u1ebft b\u1ecb di \u0111\u1ed9ng to\u00e0n c\u1ea7u \u0111\u1ea1t 1.419,2 t\u1ef7 USD v\u00e0o n\u0103m 2022 v\u00e0 d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng l\u00ean 1.425,4 t\u1ef7 USD v\u00e0o n\u0103m 2025.<\/p>\n\n\n\n

C\u00e1c m\u00f4-\u0111un PA l\u00e0 ph\u00e2n kh\u00fac l\u1edbn nh\u1ea5t, chi\u1ebfm 35,16% th\u1ecb ph\u1ea7n. N\u0103m 2019, quy m\u00f4 th\u1ecb tr\u01b0\u1eddng \u0111\u1ea1t $5,376 t\u1ef7, v\u00e0 d\u1ef1 ki\u1ebfn s\u1ebd \u0111\u1ea1t $8,931 t\u1ef7 v\u00e0o n\u0103m 2025.<\/p>\n\n\n\n

C\u1eeda s\u1ed5 thay th\u1ebf h\u00e0ng n\u1ed9i \u0111\u1ecba:<\/strong>
Weijie Chuangxin \u0111\u00e3 tr\u1edf th\u00e0nh nh\u00e0 cung c\u1ea5p m\u00f4-\u0111un PA h\u00e0ng \u0111\u1ea7u trong n\u01b0\u1edbc trong th\u1eddi k\u1ef3 4G, thi\u1ebft l\u1eadp quan h\u1ec7 \u0111\u1ed1i t\u00e1c v\u1edbi c\u00e1c kh\u00e1ch h\u00e0ng l\u1edbn trong chu\u1ed7i cung \u1ee9ng nh\u01b0 Xiaomi, OPPO v\u00e0 Vivo.<\/p>\n\n\n\n

Hi\u1ec7n nay, c\u00f4ng ty \u0111ang chuy\u1ec3n m\u00ecnh t\u1eeb m\u1ed9t \u201c\u0111\u01a1n v\u1ecb \u0111i sau\u201d th\u00e0nh \u201c\u0111\u01a1n v\u1ecb d\u1eabn \u0111\u1ea7u\u201d trong l\u0129nh v\u1ef1c 5G. V\u1edbi n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t h\u00e0ng lo\u1ea1t quy m\u00f4 l\u1edbn c\u00e1c s\u1ea3n ph\u1ea9m 5G (nh\u01b0 L-PAMiF v\u00e0 L-PAMiD) c\u00f9ng nh\u1eefng \u0111\u1ed9t ph\u00e1 trong ki\u1ebfn tr\u00fac RF (v\u00ed d\u1ee5: gi\u1ea3i ph\u00e1p \u0111i\u1ec7n \u00e1p th\u1ea5p 3,4V), c\u00f4ng ty \u0111ang c\u1ea1nh tranh s\u00f2ng ph\u1eb3ng v\u1edbi c\u00e1c \u201cg\u00e3 kh\u1ed5ng l\u1ed3\u201d qu\u1ed1c t\u1ebf.<\/p>\n\n\n\n

K\u1ebft lu\u1eadn<\/strong><\/p>\n\n\n\n

Weijie Chuangxin \u0111ang \u0111i \u0111\u1ea7u trong vi\u1ec7c th\u00fac \u0111\u1ea9y s\u1ef1 \u0111\u1ed5i m\u1edbi tr\u00ean th\u1ecb tr\u01b0\u1eddng chip RF trong n\u01b0\u1edbc, cung c\u1ea5p c\u00e1c gi\u1ea3i ph\u00e1p then ch\u1ed1t cho l\u0129nh v\u1ef1c m\u1ea1ch ti\u1ec1n khu\u1ebfch \u0111\u1ea1i RF, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong c\u00e1c \u1ee9ng d\u1ee5ng 5G. Nh\u1eefng n\u1ed7 l\u1ef1c kh\u00f4ng ng\u1eebng trong nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n (R&D) c\u00f9ng n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t h\u00e0ng lo\u1ea1t, k\u1ebft h\u1ee3p v\u1edbi c\u00e1c m\u1ed1i quan h\u1ec7 \u0111\u1ed1i t\u00e1c v\u1eefng ch\u1eafc trong ng\u00e0nh, \u0111\u00e3 gi\u00fap c\u00f4ng ty n\u00e0y c\u00f3 v\u1ecb th\u1ebf thu\u1eadn l\u1ee3i \u0111\u1ec3 th\u00e1ch th\u1ee9c s\u1ef1 th\u1ed1ng tr\u1ecb c\u1ee7a c\u00e1c \u0111\u1ed1i th\u1ee7 qu\u1ed1c t\u1ebf tr\u00ean th\u1ecb tr\u01b0\u1eddng chip RF, \u0111\u1ed3ng th\u1eddi h\u1ed7 tr\u1ee3 xu h\u01b0\u1edbng chuy\u1ec3n \u0111\u1ed5i sang c\u00e1c gi\u1ea3i ph\u00e1p n\u1ed9i \u0111\u1ecba trong b\u1ed1i c\u1ea3nh c\u00f4ng ngh\u1ec7 RF.<\/p>","protected":false},"excerpt":{"rendered":"

Background:As a leader in 5G technology, Huawei was severely impacted by U.S. sanctions, which limited its 5G chips to 4G use. The core bottleneck in this issue lies in the RF front-end modules, which are monopolized by international manufacturers. Market Overview:The RF front-end market is dominated by overseas manufacturers such as Broadcom, Qualcomm, Qorvo, Skyworks, […]<\/p>\n","protected":false},"author":1,"featured_media":1331,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[30,31],"tags":[36],"class_list":["post-1332","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry-insights","category-blog","tag-yvette-wu"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/posts\/1332","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/comments?post=1332"}],"version-history":[{"count":1,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/posts\/1332\/revisions"}],"predecessor-version":[{"id":1334,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/posts\/1332\/revisions\/1334"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/media\/1331"}],"wp:attachment":[{"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/media?parent=1332"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/categories?post=1332"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/tags?post=1332"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}