<p><strong><span>编辑推荐</span></strong></p>
<p><em><span>“全球知名半导体产业研究机构</span></em><em><span lang="EN-GB">Yole Développement</span></em><em><span>,一直以来因其对射频前端市场的权威研究和预测,成为引领行业的风向标。最近几年,</span></em><em><span lang="EN-GB">Yole</span></em><em><span>对芯和半导体的关注持续升温:</span></em></p>
<p><em><span lang="EN-GB">2019</span></em><em><span lang="EN-US">年</span><span lang="EN-GB">Yole</span></em><em><span lang="EN-US">在“</span><span lang="EN-GB">5G's Impact on RF Front-End Module and Connectivity for Cell Phones 2019" </span></em><em><span lang="EN-US">报告中首次把芯和定位为全球</span><span lang="EN-GB">IPD</span></em><em><span lang="EN-US">滤波器领先供应商;</span></em></p>
<p><em><span lang="EN-GB">2020</span></em><em><span lang="EN-US">年在</span><span lang="EN-GB">"Thin-Film Integrated Passive Devices"</span></em><em><span lang="EN-US">报告中关注了芯和创新的定制</span><span lang="EN-GB">IPD</span></em><em><span lang="EN-US">设计;</span></em></p>
<p><strong><em><span lang="EN-GB">2021</span></em></strong><strong><em><span>新年伊始,随着</span></em></strong><strong><em><span lang="EN-GB">5G</span></em></strong><strong><em><span>的不断发展,</span></em></strong><strong><em><span lang="EN-GB">Yole</span></em></strong><strong><em><span>就芯和打造的射频前端无源器件新形态对芯和进行了专访,双方就芯和创新的</span></em></strong><strong><em><span lang="EN-GB">IPD</span></em></strong><strong><em><span>设计平台、</span></em></strong><strong><em><span lang="EN-GB">IPD</span></em></strong><strong><em><span>相对</span></em></strong><strong><em><span lang="EN-GB">LTCC</span></em></strong><strong><em><span>的优势和发展趋势、快速发展的中国生态圈以及芯和在其中的重要作用等方面进行了深入的探讨。</span></em></strong><strong><em><span lang="EN-GB">”</span></em></strong></p>
<p><span>尽管薄膜集成无源器件(</span><span lang="EN-GB">IPD</span><span>)进入市场较晚,但在过去十年中,它已经成功渗透进了不少无源应用,并找到了增长动力:现在显示出强劲增长的主要市场是射频模块中的定制化射频</span><span lang="EN-GB">IPD</span><span>,尤其是针对</span><span lang="EN-GB">5G</span><span>应用,它包括用于宽带的滤波器和用于阻抗匹配的离散器件电路。从</span><span lang="EN-GB">2019</span><span>年到</span><span lang="EN-GB">2025</span><span>年,该市场的复合年增长率(</span><span lang="EN-GB">CAGR</span><span>)预计将达到</span><span lang="EN-GB">8.2</span><span>%,到</span><span lang="EN-GB">2025</span><span>年市场总值将超过</span><span lang="EN-GB">3.6</span><span>亿美元。另一个高价值市场是用于屏蔽电磁干扰(</span><span lang="EN-GB">EMI</span><span>)的货架</span><span lang="EN-GB">IPD</span><span>,它适用于各种严苛的应用或者基础的射频功能,例如巴伦或滤波器等。如</span><span lang="EN-GB">YoleD</span><span>é</span><span lang="EN-GB">veloppement</span><span>的《</span><span lang="EN-GB">IPD2020</span><span>年报告》所述,到</span><span lang="EN-GB">2025</span><span>年,该市场的价值将达到</span><span lang="EN-GB">1.95</span><span>亿美元,从</span><span lang="EN-GB">2019-2025</span><span>年的复合年增长率为</span><span lang="EN-GB">3.15</span><span>%。</span></p>
<p><img alt="集成无源器件IPD平台——一种实现射频前端模块中无源器件的新途径" data-entity-type="file" data-entity-uuid="fb5cfe27-f238-49e9-b64d-75db5f1bc71a" src="http://xpeedic.eetrend.com/files/2021-01/wen_zhang_/100061277-120576-1…; /></p>
<p><span>在这种发展背景下,一些创新型公司正在开发新的解决方案,以拥抱</span><span lang="EN-GB">IPD</span><span>的增长和</span><span lang="EN-GB">5G</span><span>机遇。</span><span lang="EN-GB">Yole D</span><span>é</span><span lang="EN-GB">velopement</span><span>采访了其中一家这样的公司——芯和半导体,射频前端模块</span><span lang="EN-GB">IPD</span><span>的领先供应商。</span><span lang="EN-GB">Yole D</span><span>é</span><span lang="EN-GB">velopement</span><span>射频器件和技术部的市场分析师</span><span lang="EN-GB">Antoine Bonnabel</span><span>采访了他们的创始人和</span><span lang="EN-GB">CEO</span><span>凌峰博士。</span></p>
<p><strong><span lang="EN-US">Yole: </span></strong><strong><span>请您给我们的读者介绍一下芯和半导体的定位和使命?</span></strong></p>
<p><span>芯和:我是芯和半导体的创始人和</span><span lang="EN-US">CEO</span><span>凌峰。芯和的公司使命是</span><span>通过我们颠覆性的电子设计自动化(</span><span lang="EN-US">EDA</span><span>)解决方案来加速芯片、封装和系统设计。在射频前端(</span><span lang="EN-US">RFFE</span><span>)设计领域,芯和不仅向市场提供</span><span lang="EN-US">EDA</span><span>解决方案,而且还直接向</span><span lang="EN-US">RFFE</span><span>模块客户提供</span><span lang="EN-US">IPD</span><span>滤波器。</span></p>
<p><strong><span lang="EN-US">Y</span></strong><strong><span lang="EN-US">ole</span></strong><strong><span lang="EN-US">: Can you please introduce Xpeedic’s EDA solution for IPD development?</span></strong></p>
<p><span>芯和:芯和用于</span><span lang="EN-US">IPD</span><span>开发的</span><span lang="EN-US">EDA</span><span>解决方案始于我们用于片上无源和互连的电磁(</span><span lang="EN-US">EM</span><span>)求解器</span><span lang="EN-US">IRIS</span><span>的开发。随着</span><span lang="EN-US">IRIS</span><span>已获得众多</span><span lang="EN-US">IPD</span><span>晶圆厂的认证,我们又通过添加工艺设计套件(</span><span lang="EN-US">PDK</span><span>)模型生成和综合工具</span><span lang="EN-US">iModeler</span><span>、原理图级优化、</span><span>良率分析、实验设计(</span><span lang="EN-US">DoE</span><span>)分析以及芯片封装协同仿真,最终形成了这套专用于</span><span lang="EN-US">I<span>PD</span></span><span>开发的设计平台。基于这个设计平台,再加上我们内置的多款滤波器、耦合器和双工器的模板,我们可以快速实现</span><span lang="EN-US">IPD</span><span>从规格到批量生产的整个开发流程。</span></p>
<p><strong><span lang="EN-US">Yole: </span></strong><strong><span>您的</span></strong><strong><span lang="EN-US">EDA</span></strong><strong><span>解决方案是面向晶圆服务提供商的,而</span></strong><strong><span lang="EN-US">IPD</span></strong><strong><span>解决方案能为他们的客户带来哪些吸引人的功能?</span></strong></p>
<p><span>芯和:我们的</span><span lang="EN-US">IPD</span><span>解决方案最吸引人的是它们具有实现“一次流片成功”的能力,这对于我们那些常年受设计周期所困的移动行业客户而言至关重要。</span></p>
<p><strong><span lang="EN-US">Yole: </span></strong><strong><span>用于</span></strong><strong><span lang="EN-US">5G</span></strong><strong><span>频段和匹配电路的</span></strong><strong><span lang="EN-US">IPD</span></strong><strong><span>滤波器的主要优点是什么?</span></strong></p>
<p><span>芯和:与用于</span><span lang="EN-US">5G</span><span>频段和匹配电路的低温共烧陶瓷(</span><span lang="EN-US">LTCC</span><span>)和表面安装器件(</span><span lang="EN-US">SMD</span><span>)组件相比,芯和基于高电阻硅(</span><span lang="EN-US">HRSi</span><span>)的</span><span lang="EN-US">IPD</span><span>具有体积紧凑、外形小巧且易于封装的优势,其独有的带宽优势也有助于</span><span lang="EN-US">IPD</span><span>在</span><span lang="EN-US">5GNR</span><span>和</span><span lang="EN-US">WiFi 6</span><span>中扮演重要角色。</span></p>
<p><img alt="集成无源器件IPD平台——一种实现射频前端模块中无源器件的新途径" data-entity-type="file" data-entity-uuid="0818b514-5ac5-4400-b72b-8f0728ad4760" src="http://xpeedic.eetrend.com/files/2021-01/wen_zhang_/100061277-120577-2…; /></p>
<p><strong><span lang="EN-US">Yole</span></strong><strong><span>:请谈谈丰富的</span></strong><strong><span lang="EN-US">EDA</span></strong><strong><span>解决方案以及与晶圆厂的紧密合作关系,如何能为基于</span></strong><strong><span lang="EN-US">IPD</span></strong><strong><span>的集总电路或滤波器解决方案减少开发时间和潜在成本?</span></strong></p>
<p><span>芯和:这里的关键是要有一个经过晶圆厂验证的</span><span lang="EN-US">EM</span><span>仿真器,该仿真器不仅可以生成用于原理图级优化的精确</span><span lang="EN-US">PDK</span><span>模型,而且可以仿真整个滤波器(甚至包含了封装)。这样,我们就可以实现“一次流片成功”的设计。</span></p>
<p><strong><span lang="EN-US">Yole: </span></strong><strong><span>您能否分享一下在</span></strong><strong><span lang="EN-US">N77</span></strong><strong><span>频段上,</span></strong><strong><span lang="EN-US">IPD</span></strong><strong><span>滤波器的性能表现,例如插损、带外抑制等</span></strong></p>
<p><span>芯和:一个典型的</span><span lang="EN-US">IPD N77</span><span>滤波器可在</span><span lang="EN-US">0.5mm2</span><span>的裸片尺寸内实现</span><span lang="EN-US">1.5dB</span><span>的插损和</span><span lang="EN-US">30dB</span><span>的抑制。同时,</span><span lang="EN-US">IPD</span><span>匹配滤波器和双滤波器也能很好地应用在许多前端模块中,以实现更进一步的集成。</span></p>
<p><strong><span lang="EN-US">Yole: </span></strong><strong><span>当前,大多数无源解决方案是基于低温共烧陶瓷(</span></strong><strong><span lang="EN-US">LTCC</span></strong><strong><span>)和标准表面贴装器件(</span></strong><strong><span lang="EN-US">SMD</span></strong><strong><span>)组件的。您认为</span></strong><strong><span lang="EN-US">IPD</span></strong><strong><span>是这些技术的补充吗?或者将来是否会占据他们的市场份额?</span></strong></p>
<p><span>芯和:复杂的射频前端毫无疑问需要更多集成的无源解决方案。薄膜</span><span lang="EN-US">IPD</span><span>器件为前端模块带来了紧凑、薄型和易于封装的替代方案。从技术和物料清单(</span><span lang="EN-US">BOM</span><span>)管理的角度来看,我们认为</span><span lang="EN-US">IPD</span><span>肯定会在将来占据一定的市场份额。</span></p>
<p><strong><span lang="EN-US">Yole: </span></strong><strong><span>在接下来的几年中,什么将推动</span></strong><strong><span lang="EN-US">IPD</span></strong><strong><span>市场的大规模增长?</span></strong></p>
<p><span>芯和:其一、与</span><span lang="EN-US">LTCC</span><span>和</span><span lang="EN-US">SMD</span><span>组件相比,</span><span lang="EN-US">IPD</span><span>具有紧凑且易于封装的优势;其二、通过芯和与晶圆厂紧密的合作伙伴关系,可以轻松实现定制化的</span><span lang="EN-US">IPD</span><span>滤波器。所有这些因素将在未来几年推动</span><span lang="EN-US">IPD</span><span>市场的大规模增长。</span></p>
<p><strong><span lang="EN-US">Yole: </span></strong><strong><span>芯和已经很好地融入了中国半导体生态系统。您是否看到中国正朝着使用这些集成平台的趋势发展?</span></strong></p>
<p><span>芯和:我们已经看到,随着</span><span lang="EN-US">5G</span><span>的强劲需求,中国</span><span lang="EN-US">IPD</span><span>的采用正在不断增长。芯和能够为那些射频前端模块公司提供具有快速周转优势的</span><span lang="EN-US">IPD</span><span>滤波器的能力为我们带来了许多</span><span lang="EN-US">design wins</span><span>。中美之间的地缘政治紧张局势进一步加速了芯和</span><span lang="EN-US">IPD</span><span>以及国内供应链在中国半导体生态系统中的采用。</span></p>
<p><img alt="集成无源器件IPD平台——一种实现射频前端模块中无源器件的新途径" data-entity-type="file" data-entity-uuid="be90231c-c592-4a56-a1b2-40eb490c53a1" src="http://xpeedic.eetrend.com/files/2021-01/wen_zhang_/100061277-120578-3…; /></p>
<p><a><strong><span lang="EN-US">Yole</span></strong></a><strong><span lang="EN-US">: </span></strong><strong><span>您是否有发现“中国”与“西方和非中国东亚地区”在生态系统的需求方面有什么区别吗?</span></strong></p>
<p><span>芯和:中国的生态系统非常活跃且多样化。在“西方和非中国的东亚地区”的生态系统中,像</span><span lang="EN-US">Skyworks</span><span>,</span><span lang="EN-US">Qorvo</span><span>和</span><span lang="EN-US">Murata</span><span>这样的大公司拥有完整的供应链和滤波器设计能力,可以制造自己的射频前端模块。与这种</span><span lang="EN-US">IDM</span><span>的模式不同的是,中国的生态系统非常细分,其中许多相对较小但发展迅速的参与者依赖像芯和这样的公司作为合作伙伴来满足滤波器的需求。</span></p>
<p><strong><span>采访对象</span></strong></p>
<p><img alt="凌峰博士" data-entity-type="file" data-entity-uuid="1832fe93-f664-4a0f-9703-f9b0527cc114" src="http://xpeedic.eetrend.com/files/2021-01/wen_zhang_/100061277-120579-4…; /></p>
<p><strong><span>凌峰博士</span></strong></p>
<p><span>芯和半导体创始人、<span lang="EN-US">CEO</span></span></p>
<p><span>凌峰博士在<span lang="EN-US">EDA</span>、射频前端及系统级封装领域有超过<span lang="EN-US">20</span>年的从业经验:</span></p>
<ul>
<li><span lang="EN-US">2000</span><span>年获美国伊利诺伊大学香槟分校博士</span></li>
<li><span>曾任<span lang="EN-US">Physware</span>联合创始人和副总裁,<span lang="EN-US">2014</span>年被<span lang="EN-US">Mentor Graphics</span>收购</span></li>
<li><span>曾任<span lang="EN-US">Neolinear</span>射频部技术主管,<span lang="EN-US">2004</span>年被<span lang="EN-US">Cadence</span>收购</span></li>
<li><span>曾任华盛顿大学电机工程系兼职副教授</span></li>
<li><span>曾任南京理工大学紫金学者特聘教授</span></li>
<li><span lang="EN-US">IEEE</span><span>高级会员,拥有专著章节<span lang="EN-US">2</span>部,美国专利<span lang="EN-US">5</span>项和国际核心期刊和会议文章<span lang="EN-US">60</span>多篇</span></li>
</ul>
<p><strong><span>采访人</span></strong></p>
<p><img alt="Antoine Bonnabel " data-entity-type="file" data-entity-uuid="0bcccf9a-3e2e-4d67-9982-422c638807d6" src="http://xpeedic.eetrend.com/files/2021-01/wen_zhang_/100061277-120580-5…; /></p>
<p><strong><span lang="EN-US">Antoine Bonnabel</span></strong><span lang="EN-US"> </span></p>
<p><span lang="EN-US">Technology & Market Analyst</span><span lang="EN-US"> </span></p>
<p><span lang="EN-US">He carries out technical, marketing and strategic analyses focused on RF devices, related technologies and markets.</span></p>
<ul>
<li><span lang="EN-US">was R&D Program Manager for DelfMEMS (FR), a company specializing in RF switches and supervised Intellectual Property and Business Intelligence activities of this company</span></li>
<li><span lang="EN-US">has co-authored several market reports and is co-inventor of three patents in RF MEMS design</span></li>
<li><span lang="EN-US">holds a M.Sc. in Microelectronics from Grenoble Institute of Technologies (France) and a M.Sc. in Management from Grenoble Graduate School of Business (France)</span></li>
</ul>