IHS has updated its analysis of the BAW market. The positive impact of the adoption of LTE on the BAW market was under-estimated until now. The rapid shift to LTE, the rapid growth of the TDD-LTE market in China and the resultant need of global handsets to support these typically high frequency bands are the main factors driving the boom of the BAW demand. The explosion of the number of BAW filters is well illustrated by IHS’s analysis of the iPhone 6s which uses more than 20 BAW filter dies.
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