6G technology has immense potential, with transmission speeds 100 times faster than 5G, latency reduced to the microsecond level, and positioning accuracy reaching the centimeter level.Accelerating 6G research and development is crucial for seizing the high ground in global technological competition and ensuring the leading position of communication technologies. It can promote the construction of integrated networks across air, land, and sea, empower innovations in cutting-edge fields such as AI and quantum computing, enhance national strategic security capabilities, and lead the transformation direction of future industries.
The RF chip is a core component of the 6G communication system, and its performance directly determines the efficiency of signal transmission and reception as well as spectrum utilization. Highly integrated, wideband RF chips can support 6G ultra-high frequency communication and the construction of integrated networks across air, land, and sea, accelerating the verification of key technologies such as terahertz communication, making them the hardware foundation for the transition of 6G from research and development to commercialization.This article summarizes five companies in the RF chip sector that can significantly contribute to the implementation of the 6G industry for discussion and research.First Company: Hengtong Optic-ElectricMain Business: A leading global enterprise in the optical fiber communication industry chain, with its subsidiary, Keda Hengtong, focusing on the research and development of 5G and 6G communication chips.RF Chip: Engaged in millimeter-wave communication chips, optoelectronic integration chips, and RF filter technology, it is a domestic leader in quantum secure communication and terahertz communication technology.Future Potential:
- Deeply involved in satellite internet projects, the chip technology of its subsidiary Keda Hengtong is expected to play a key role in low Earth orbit satellite communication.
- With the advantage of a full industry chain, it can quickly respond to the integration needs of optical fiber transmission and RF chips for 6G networks.
Second Company: Zhaosheng MicroelectronicsMain Business: A leading domestic designer of RF front-end chips, covering fields such as smartphones and the Internet of Things.RF Chip: It has domestic substitution capabilities in high-frequency RF front-end chips (such as millimeter-wave bands), suitable for 6G ultra-high frequency communication needs.Future Potential:
- Achieving full supply chain localization in high-end modules like L-PAMiD, breaking through international technological barriers.
- Benefiting from the upgrade of 6G terminal devices, the demand for RF modules is expected to experience explosive growth.
Third Company: Chengchang TechnologyMain Business: Focused on phased array T/R microwave millimeter-wave RF chips, applied in Beidou navigation, satellite communication, and other fields.RF Chip: It has a leading domestic market share in low Earth orbit satellite communication chips, and its millimeter-wave chip technology has reached an internationally advanced level, supporting large-scale satellite networking needs.Future Potential:
- Directly benefiting from the construction of satellite internet, the low Earth orbit satellite market is expected to explode, contributing a market scale of 15 billion yuan by 2025.
- 5G millimeter-wave base station chips have passed customer verification, and may enter the 6G high-frequency communication market in the future.
Fourth Company: Guobo ElectronicsMain Business: Research and production of gallium nitride (GaN) RF modules and active phased array T/R components.RF Chip: Strong coverage capability in high-frequency bands, it is one of the few companies globally capable of mass supplying GaN RF modules.Future Potential:
- The demand for high-frequency equipment for pre-commercial 6G base stations will accelerate the penetration of GaN modules.
- With technological accumulation in satellite communication and radar fields, it can extend to the construction of 6G integrated networks.
Fifth Company: Thunder Micro PowerMain Business: Research and production of millimeter-wave active phased array microsystems.RF Chip: 3D packaging technology is suitable for 6G high-frequency communication and intelligent sensing needs.Future Potential:
- Phased array microsystems for satellite internet have been mass-produced, allowing for rapid entry into the low Earth orbit satellite communication market.
- With the surge in demand for low Earth orbit satellite communication payloads, it will drive the expansion of the millimeter-wave component market.
- Strong technological extensibility, potentially penetrating into civil fields such as 6G base stations and vehicle networking in the future.
The above five companies have clear growth potential in key scenarios such as 6G high-frequency communication and satellite networking, and are expected to gradually release performance following the commercialization of technology after 2026, warranting continued attention.This article is for reference and discussion only and does not constitute any investment advice or guidance.Finally,please give a thumbs up, share, and leave comments!Your support is my motivation for creating!