The GaN power device industry has probably generated less than $2.5M revenues in 2011, as only 2 companies (IRF & EPC Corp.) are selling products on the open market. However, the overall GaN activity has seen extra revenues as R&D contracts, qualification tests and sampling for qualified customers was extremely buoyant.
IRF and EPC will likely remain the two main vendors of GaN power devices on the open market in early 2012.
2013 should signal the transition from qualification to production ramp-up for several new entrants. The device market could reach the $50M threshold. In 2014, most of these new entrants will ramp-up their capacity, and by 2015 the availability and adoption of qualified 600V+ GaN devices should see the market grow very quickly, and open doors to non-consumer applications. In 2015, 12-15 players will share the consumption of more than 100,000 x 6” (equiv.) epiwafers.
Philippe ROUSSEL, Ph.D holds a Ph-D in Integrated Electronics Systems from the National Institute of Applied Sciences (INSA) in LYON. He joined Yole Développement in 1998 and is Business Unit Manager of the Compound
Semiconductors and Power Electronics department.
Jeff has been working with emerging technologies for over 20 years and is responsible for Yole’s activities and Business Development in North America. Jeff has a BS in Engineering from the University of Colorado, Boulder and an MBA from INSEAD, Fontainebleau, France.