Recently, Prospect Industry Research Institute released Across several tens of billions of tracks, how to break the game of domestic RF microwave field instrumentation Featured Report:
Spectrum Analyzer, Vector Network Analyzer, and RF Signal Generator are known as the three major components of RF, which are benefited from the rapid advancement of the commercialization process of 5G, the new infrastructure projects, and the intelligent networked automobile in recent years. Benefiting from the commercialization of 5G, new infrastructure projects, and the rapid advancement of intelligent networked vehicles in recent years, China's RF three major components market size is growing rapidly, and the growth rate is faster than the global market. At the same time, RF three parts continue to play a "small caliber, driven by a large" role, through their own technological advances, drive the downstream 5G, semiconductor, Internet of Things and other trillion-dollar market for further development.
At the same time, with the rapid development of the Chinese market, domestic substitution has become a major trend, such as Chengdu Nine Jin and other domestic manufacturers have through the breakthrough of technological barriers, branding, attention to the market cultivation and construction of means out of a sustainable development of the localization of the substitution of the road.
1, China's RF three major market development
- - RF three major (spectrum analyzer, vector network analyzer, RF signal generator) overview
Spectrum Analyzer
According to the national standard GB/T 11461-2013 General Specification for Spectrum Analyzers, a spectrum analyzer is an instrument capable of effectively displaying in the frequency domain each individual spectral component (sinusoidal waveform) that constitutes a time domain signal.
Spectrum analyzer can display the frequency domain characteristics of the signal in analog or digital way, to achieve the signal distortion, modulation, stability and other parameters of the measurement, in the field of radio frequency has the "radio frequency multimeter" of the beauty of the name. The traditional spectrum analyzer based on the "swept" principle, the front-end circuit is a certain bandwidth tunable receiver, the input signal by the frequency converter frequency converter by the filter output, filtered output as a vertical component, the frequency as a horizontal component, the oscilloscope screen to draw the coordinates of the map, is the spectrum of the input signal. With the rapid development of integrated circuit technology, fast A/D conversion technology, frequency synthesis technology, digital signal processing technology, microprocessor technology, spectrum analyzers, both in terms of function and performance have been greatly expanded and enhanced.
Modern high-end spectrum analyzers use the fast Fourier transform technology, this technology on the one hand, the measured signal decomposition into discrete frequency components, to achieve the same results with the traditional spectrum analyzer, on the other hand, the measured signal digitization, so that the spectrum analyzer has a vector signal analysis and real-time spectral analysis functions. Based on this, today's spectrum analyzers can also be called vector signal analyzers (or real-time spectrum analyzers).
In terms of specific downstream applications, vector signal analyzers are widely used in satellite communications, radar, spectrum monitoring, semiconductors, new energy, artificial intelligence, Internet of Things, automotive electronics, medical electronics, aerospace and defense, electronic countermeasures, education and scientific research, and other industries.
Vector Network Analyzer
According to the industry standard "SJ/T 11433-2012 General Specification for Vector Network Analyzers", Vector Network Analyzer is a kind of instrument that can complete the measurement and analysis of S-parameters of complex transmission and complex reflection, and is able to measure and analyze S-parameters of a single-port, two-port or multi-port network. analysis, with the ability to perform measurement calibration and automatic error correction according to the requirements of a certain error model.
Vector network analyzers combine spectrum analyzer technology, signal generator technology, and vector network analysis technology, and are essential test and measurement instruments in the RF and microwave fields, and are the basis for many industry-specific instruments.
A vector network analyzer uses its own signal generator to transmit signals to the part under test, and then analyzes the returned signals to obtain information about the properties of the part under test.
RF Signal Generator
RF Signal Generator can generate RF signals at various frequencies with high spectral purity, stable frequency and amplitude, and not only generates arbitrary waveform signals, but also upconverts the arbitrary waveform signals into RF microwave signals. R & D, manufacturing, maintenance and testing of radio equipment and radio frequency microwave devices, the necessary equipment, specific functions include the generation of vector modulation signal, electromagnetic compatibility, microwave signal generation, clock test and safety certification. It is widely used in communication, semiconductor, new energy, automotive electronics, medical electronics, consumer electronics, aerospace, education and research industries.
--Radio Frequency (RF) market size is growing steadily, and China's market growth rate is faster than the global market growth rate
With the rapid development of aerospace, 5G commercialization, automotive intelligence, Internet of Things (IoT), semiconductors, etc., the global market for RF products has grown by more than 20%. market demand for the three major RF products is growing rapidly. Combined with Frost & Sullivan, Technavio and other organizations of the statistical data, measured 2021-2025 global RF three big parts market size compound annual growth rate of about 5.7%, by 2025 the global RF three big parts market size will reach about 27 billion yuan.
Note: The market size caliber includes spectrum and network analyzers, signal generators; market size data based on the average exchange rate of RMB and USD in 2021 for conversion.
In the Chinese market, benefiting from the 5G commercialization process, new infrastructure projects, intelligent networked cars, the rapid advancement of China's RF three big parts market in recent years, rapid growth, and the market growth rate is faster than the global market growth. Combined with Technavio, Frost & Sullivan, burn knowledge consulting and other organizations to calculate the data, the estimated 2021-2025 China RF three big parts market size compound annual growth rate of 8% or so, to 2025 China RF three big parts market size will be close to 10 billion yuan.
Note: The market size caliber includes spectrum and network analyzers, signal generators; market size data based on the average exchange rate of the RMB and the U.S. dollar in 2021 for conversion.
According to the statistical measurement data of the burning knowledge consulting, in the spectrum analyzer, network analyzer and signal generator three major products constitute the market, the spectrum analyzer market share is the largest, reaching 39.7%, close to 40%; signal generator and vector network analyzer market share is similar, are in the 30% or so, the specific share of 30.5% and 29.8%, respectively.
-- RF three pieces to drive the development of downstream trillion-dollar market
RF three pieces with the development of downstream applications is complementary, RF three pieces of the market itself, although relatively small, but RF three pieces of products are downstream applications development The basic measurement equipment necessary for the development of downstream applications.
Downstream 5G communications, commercial space, Internet of Things, semiconductors, millimeter-wave radar, satellite communications and other areas of product and technology upgrades and development needs to be more high-performance instrumentation to achieve the relevant indicators of measurement and testing. RF three products can be a complex signal spectrum measurement and analysis, spectrum monitoring, modulation and demodulation, circuit network analysis, electromagnetic compatibility testing, etc., and can be combined with related software for downstream applications to provide a comprehensive measurement and testing solutions. Therefore, the three RF components is a typical "small caliber, driven by the big" products, RF three major product technology and performance enhancement, will radiate the downstream industry to drive the rapid development.
Typical downstream application areas of the market situation, the Internet of Things, according to the Saidi statistical data, 2021 China's Internet of Things market size of 2.63 trillion yuan; 5G field, according to the China Academy of Information and Communications Technology statistical data, 2021 5G directly drive the total economic output of 1.3 trillion yuan; semiconductor field, according to the U.S. Semiconductor Industry Association ( SIA ) statistical data, 2021, the total economic output of 1.3 trillion yuan. SIA) statistics, in 2021 China's semiconductor industry sales reached 192.5 billion U.S. dollars; the field of automotive electronics, according to the China Automotive Industry Association statistics data, in 2021 China's automotive electronics market size of 889.4 billion yuan; the field of satellite communications, according to the Saidi Radio Management Research Institute statistics data, estimated that the market size of China's satellite communication industry in 2021 in the The market size of China's satellite communication industry in 2021 is estimated to be around 90 billion yuan.
In terms of application scenarios, RF signal generator is a necessary tool for measuring radio signals, especially widely used in the high frequency range of signals; spectrum and vector network analyzers, mainly used in research and development, production testing, on-site maintenance and education, etc., the high-end products are mainly used in the development of high-performance RF devices, millimeter-wave communication systems and cutting-edge research.
From the point of view of specific applications, RF three major downstream application industries are basically the same, specifically including semiconductor, consumer electronics, mobile communications, automotive electronics, automated driving, Telematics, Internet of Things, national defense and aerospace, scientific research and education, etc., in which a number of downstream application industries to accelerate the development of the catalyst is expected to catalyze the demand for measuring instruments of high-speed growth.
2, China's RF three big pieces of the market competition pattern
- product technology end: domestic manufacturers to achieve high-end breakthroughs, electrical science and technology and Chengdu Nine Jin in the first echelon
In recent years, domestic manufacturers have made high-end breakthroughs in their products. The company's signal generators, signal analyzers, and vector network analyzers have broken through to 50GHz, which is comparable to that of other international brands.
Comprehensive view, in the RF three major components, domestic manufacturers and foreign manufacturers of the technology level gap has been small, part of the domestic manufacturers have a certain strength and foreign manufacturers to make a side-by-side comparison.
In terms of product performance of specific enterprises, DensoSiYi represents the highest level of domestic manufacturers in all three RF products, followed by Chengdu JiuJin, whose three RF products are close to the highest level of performance of domestic manufacturers.
Based on the compilation and analysis of public information such as product datasheets and corporate announcements from domestic companies, a competitive landscape was established for companies related to China's RFID triple play market at the technical level. The first tier of product performance includes DXI and Chengdu Jiu Jin, while the second tier includes Ding Yang Technology, Puyuan Precision Electric, Chuang Yuan Instruments, and Unidux.
---market layout: domestic manufacturers seize the window of opportunity, basically to achieve a comprehensive coverage of the high, medium and low end of the market
The market side, the new crown of the epidemic brought about by the global industry chain restructuring of the window of opportunity for the domestic manufacturers brought
The domestic manufacturers, such as Puyuan Precision Instrumentation, Ulysseeds, and other enterprises in the second tier of product performance. In the meantime, domestic manufacturers such as Puyuan Precision Power, Dingyang Technology, and Unidux have raised funds through IPOs to seize the window of opportunity to further expand their influence in the domestic market.
In the original foreign manufacturers monopoly of the high-end market to achieve localization breakthroughs, in order to electrical science and technology, Chengdu Jiu Jin, Ding Yang Technology, Puyuan Jingdian and other enterprises as the representative of the domestic manufacturers have basically achieved a comprehensive coverage of the domestic market in the high, medium and low-end.
- market competition: listed companies revenue growth, the status of domestic manufacturers continue to improve, high-end products market alternative space is broader
This is selected in the electronic measuring instruments industry on the RF three business related to the disclosure of data The summary analysis of the enterprises, Puyuan Jingdian using its RF instrument business revenue, Dingyang Technology using its waveform and signal generator, spectrum and vector network analyzer business revenue, Chuangyuan Instruments using its signal analysis and spectrum analysis, vector network analysis business revenue.
Through the summary found that the 2018-2020 selected enterprises RF three major components related business growth momentum is rapid, selected enterprises RF three major components related business revenue growth of 29.92% in 2019, selected enterprises RF three major components related business revenue growth of 24.41% in 2020; and at the same time, selected enterprises RF three major components related business share in the Chinese market also Increase year by year. Comprehensive above data, to a certain extent, explains the Chinese market domestic manufacturers in the Chinese market is constantly improving market position.
Note: Puyuan Jingdian and Dingyang Technology have not yet released the entire year 2021 segmented product data, so the 2021 data here only includes Puyuan Jingdian and Dingyang Technology related business data for the first half of 2021.
According to Frost & Sullivan's statistics and calculations, in the entire Chinese electronic measuring instruments market, is the German technology, Rohde & Schwarz, Anritsu, Tektronix, Liko, and other foreign vendors, the market share of the sum of about 40%, due to the high-end products market is almost monopolized by foreign vendors, which can be seen in the high-end products market, foreign vendors, the market share of the market is far above 40%.
The products of the above listed companies are mainly located in the mid-range, but in addition, the domestic has achieved a breakthrough in the high-end enterprises, such as the electro-technology SiYi, Chengdu JiuJin, and so on, is not listed, its signal generators, signal analyzers and vector network analyzers, and other products have exceeded the 50GHz, can be benchmarked against the international first-tier brands of similar instrumentation indexes, has become a foreign manufacturer in China's high-end product market. The company has become a direct competitor of foreign manufacturers in China's high-end products market, so in the field of high-end RF three major products, there is a broad competition and localization of alternative space.
3, China's RF three major components of the path of domestic substitution: domestic substitution has been the trend, domestic manufacturers how to break
-- breakthrough technology barriers
RF signal generator, Spectrum and vector network analyzer technology core is mainly based on RF microwave circuits and digital signal processing and other disciplines, the main technical threshold of the product is the design of RF microwave circuits, as well as digital signal analysis algorithms, software platforms, etc., which involves more microwave electromagnetic waves and communication theory, the application of the complexity of the radio frequency chip technology and the cost of the higher, the initial R & D investment.
At the same time, with the rapid development of 5G communications, radar, Internet of Things, automotive electronics, satellite communications and other downstream applications, so that the application of frequency domain signal measurement has been expanded, downstream applications for the performance of the frequency domain measurement instruments put forward higher requirements, so to realize the replacement of domestic must need to break through the technological barriers of the three high-end RF products, such as when the product For example, when the product reaches 26.5GHz measurement frequency range, the product's RF chip, RF materials, RF connection, microwave simulation, micro-assembly circuit process and other related technologies, the design difficulty and cost of the technology is also rapidly increased, so the high-end RF three products have high technical barriers, the need to urgently realize the independent control of high-end products.
Breaking through the technical barriers means investing a lot of manpower and money, and many domestic manufacturers have invested in accelerating their independent research and development. The company has invested a lot of money in research and development, including 66% of R&D personnel and 35% of R&D expenses, which are ahead of other companies in the industry. The results of this approach is also extremely significant, after years of accumulation of technology, Chengdu Jiu Jin through independent mastery of the "wide bandwidth ultra-bandwidth multi-channel signal generation and simulation technology", "broadband high isolation excitation source and multi-channel signal separation receiving technology, "wide-band large dynamic broadband signal reception and analysis technology", "high-speed digital acquisition and processing technology" and other four hard-core technologies, breaking the international technical barriers, developed a "signal analyzer Signal Analyzer", "Signal Generator", "Vector Network Analyzer" and "Comprehensive Tester" and other product lines, the domestic high-end electronic test and measurement instrument market is rapidly rising. The company's product lines include signal generators, vector network analyzers, and comprehensive testers.
- - - - Branding
In recent years, the Party and the country have attached great importance to the construction of China's brands. Since 2017, May 10th each year has been established as "China Brand Day". The new era, the new economy, the new track background, the brand value of the importance of the enterprise has been undoubtedly, from Made in China to China to create, with the strengthening of the development of the electronic information industry chain, high-end scientific research instrumentation technology of domestic substitution, the difficulty is not only in the technology, but also lies in the entire market a "sense of trust".
The way to build a domestic independent brand is to use the Internet thinking to build an industrial brand, such as Chengdu Jiu Jin from the date of birth, the positioning of high-end technology, adhering to the "a group of people, a thing, a heart, a lifetime," the spirit of humanism and long-termism, invested in high-end electronic test and measurement instrumentation R & D. 2022, Chengdu Jiu Jin is the first time in the world, the first time in the world, the second time in the world, the first time in the world. In 2022, Chengdu Jiu Jin also received national attention and was selected for China Brand Day.
At the same time, in the epidemic prevention and control of normalization, the domestic independent brand closely combined with the new era of communication channel characteristics, innovation through the line of online and offline for the dissemination and promotion of the national brand, to create their own brand position.
-- Attention to market cultivation and construction
In the field of general electronic test and measurement instruments belonging to the three major components of the RF, Europe and the United States, is the German technology, Tektronix, Rico and Rohde & Schwarz and other industry-leading enterprises, cultivated a more mature user, its To be able to skillfully understand and use the increasingly complex function of the general electronic test and measurement instruments, in the choice of the relevant instruments to better identify the performance of the product, choose some cost-effective brand. For example, the NexStar's new NexStar? technology is based on the NexStar? technology, which is based on the NexStar? technology, which is based on the NexStar? technology, which is based on the NexStar? technology, which is based on the NexStar? technology, which is based on the NexStar? technology, which is based on the NexStar? technology, which is based on the NexStar? technology, which is based on the NexStar? technology, which is based on the NexStar? technology, and the NexStar? technology. This is a great way to make the most of your time on the market," said Dr. Kurtz, President and CEO of NexStar. In addition, it supports multi-touch, customizable control interface, "one key search" and other functions, which makes the operation more concise and efficient.
4, summary: the rapid development of the Chinese market, the localization of alternative
In recent years, China's RF three major market size is growing rapidly, and drive the downstream trillion-dollar market to further development. At the same time, the domestic manufacturers both in terms of market position or product performance have been different degrees of enhancement and development, especially the technical level of the gap is further narrowed. From a comprehensive point of view, everything is ready, the localization of substitution at the right time.
In the localization of substitution, different enterprises chose a different implementation path, part of the enterprise focus on the realization of technological barriers to breakthroughs, part of the enterprise to focus on brand building, part of the enterprise to pay attention to the market to cultivate and build, part of the enterprise is a multi-pronged approach, is committed to walking out of a sustainable development of the road of domestic substitution.
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