1. NXP
NXP’s front-end production capacity is mainly distributed in the United States, the Netherlands, and Singapore.
1) United StatesThe ATMC and Oak Hill manufacturing bases in Austin, Texas, and the Echo manufacturing base in Chandler, Arizona, are primarily responsible for producing MCUs, MPUs, power management, RF receivers, RF PAs, and RF sensors.
2) Nijmegen manufacturing base in the Netherlands.
3) SSMC manufacturing base in Pasir Ris, Singapore, mainly responsible for producing CMOS, mixed-signal, analog ICs, and power management products.
Overall, NXP’s front-end manufacturing capacity mainly comes from external foundries according to its mixed manufacturing strategy. According to the 24Q4 report, NXP’s self-produced front-end manufacturing accounts for only 38%, while about 62% is from external foundries, and the back-end packaging and testing mainly adopts self-processing methods, accounting for 86% of the overall back-end manufacturing production.
2. Qorvo
Qorvo’s corewafermanufacturing is mainly located in the United States.
The majority of RF front-end modules (FEMs), power amplifiers (PAs), and filters are sourced from the United States, specifically including:
1) The core wafer factory in Greensboro, North Carolina, uses GaAs, GaN, and BAW processes to produce 5G base stations and RF front-end modules for smartphones (such as the PA module for the iPhone), and has a leading R&D center for developing millimeter-wave RF chips and defense communication technologies;
2) A BAW filter and automotive electronics chip production base in Richardson, Texas;
3) A GaN wafer factory in Apopka, Florida, with a new production line added in 2024 to expand 5G infrastructure chip capacity.
The packaging and module product manufacturing is distributed across the United States, Costa Rica, mainland China, and Germany.
1) An advanced microwave module assembly (AMMA) factory is located in Richardson, Texas.
2) The factory in Heredia, Costa Rica, handles about 70% of the packaging tasks;
3) Assembly, packaging, and reliability testing factories are located in Beijing, Texas, and Biñan, Philippines.
In December 2023, Qorvo reached an agreement with Luxshare Precision to sell its assembly and testing factories located in Beijing and Texas to Luxshare.
3. SkyworksSkyworks wafer manufacturing is primarily based in the United States.1) Woburn, Massachusetts, leads RF chip design and advanced technology development (such as5G millimeter-wave, Wi-Fi 6E), producing high-frequency GaAs and SiGe RF devices for high-end smartphones and base stations.2) Irvine, California, focuses on mixed-signal and filter production.3) Chandler, Arizona, specializes in producing GaN power amplifiers for RF front-end modules used in 5G base stations and defense applications.Packaging and testing capacity is mainly in Mexico, Costa Rica, and Suzhou, China (with production capacity gradually reduced after 2020).