GaN market growth is fed by LiDAR, wireless charging and fast charging solutions.
- Updated market segmentation from Yole Développement
- Comprehensive analysis of the power supply segment, including GaN power supplies for data center applications
- LED-driver market segment
- Device segmentation, by discrete and power IC
- Discussion on GaN diode technology and its market potential
- Review of GaN-on-GaN for power electronics
- Technological analysis and impact on the value chain
- Integration roadmap
- Cost analysis
KEY FEATURES OF THE REPORT
- In-depth analysis of GaN’s penetration in different applications, including power supplies, PV, EV/HEV, UPS, LiDAR, and wireless power
- State-of-the-art GaN power devices review, including product charts and device descriptions
- Description of the GaN power industrial landscape, from epitaxy and device design to device processing
- Discussion of GaN power market dynamics
- State-of-the-art developments for power GaN packaging and integration
- GaN reliability overview
- Market projection for GaN epitaxy through 2023, by value and volume
Table of Contents
What is included in this report? 4
What is new? 5
What did we get wrong? 6
Executive summary 7
Overview of WBG power devices 49
Replacing silicon with GaN 57
GaN power device market, by application 65
- Power supply
- PV and energy storage
- Wireless power
- Envelope tracking
- LED drivers
- Other applications
Power GaN market, by application and device type (discrete vs. IC) 172
GaN-on-Si power – Device technology 194
- GaN-on-Si power – Technology
- GaN-on-GaN – Technology and market
- Discrete vs. power IC
- Commercial GaN power devices
- GaN-on-Si epitaxy
- GaN reliability status
GaN power – Industry landscape 277
GaN cost structure 297
Power electronics discussion 305
THE GAN POWER DEVICE MARKET FACES TWO POSSIBLE SCENARIOS: WHICH APPLICATION WILL CAUSE THE MARKET TO EXPLODE?
Today, it is crystal-clear that, from theoretical point of view, GaN offers fantastic technical advantages over traditional Si MOSFETs. Even though the current GaN power market remains tiny compared to $32.8B silicon power market, GaN devices are penetrating confidently into different applications: for example, LiDAR applications, which are high-end solutions that take full benefit of high-frequency switching in GaN power devices. The accumulation of the market growth in this application and other various applicative markets confirms a first scenario in which the GaN market is expected to grow steadily (base case scenario).
However, this is not the only possibility. Is there any killer application that could cause the GaN power device market to explode?
As matter of fact, several industrial players confirm that Apple is interested in GaN technology for its wireless charging solution. It goes without saying that the potential adoption of GaN by Apple or another smartphone giant would completely change the market’s dynamics and finally provide a breath of life to the GaN power device industry. We imagine that after a company like Apple adopts GaN, numerous other companies would follow on the commercial electronics market. Indeed, the biggest segment in the power GaN market is still power supply applications, i.e. fast charging for cellphones. In fact, this year Navitas and Exagan introduced 45W fast-charging power adaptors with an integrated GaN solution.
And what about the EV market, where SiC is replacing Si IGBTs in main inverters? What is GaN’s role here? Various players, such as EPC and Transphorm, have already obtained automotive qualification in preparation for GaN’s potential ramp-up. Moreover, BMW i Ventures’s investment in GaN Systems clearly demonstrates the auto industry’s interest in GaN solutions for EV/HEV technology.
Globally, Yole Développement’s (Yole) second scenario (bull case scenario), which is more aggressive, projects that the GaN power business will reach around $423M by 2023, with a compound annual growth rate (CAGR) of 93%.
This report conveys Yole’s understanding of GaN implementation in different market segments, with two possible scenarios. Our report also delivers comprehensive market projections for GaN power discrete and the IC device market, and conveys our understanding of the market’s current dynamics and future evolution.
WHAT IS POWER GAN’S SUPPLY CHAIN STATUS?
Eight years have passed since the first release of commercial power GaN devices. People in the power industry are becoming increasingly familiar with the names of start-ups that are actively promoting GaN technology. Not surprisingly, the list of pure GaN start-up players is getting longer: Efficient Power Conversion Corporation (EPC), GaN Systems, Transphorm, Navitas, and more are coming, according to Yole’s intelligence. Most of these start-up players choose the foundry model, mostly using TSMC, Episil, or X-fab as their preferred partner. Meanwhile, other foundries might offer this service if the market takes off. The foundry model affords fabless or fab-lite start-ups the possibility of ramping up quickly if the market suddenly takes off, as discussed in the previous section.
It is fascinating to see that along with these start-up players, companies with very different profiles are competing in the same playground: industrial giants like Infineon, ON Semiconductor, STMicroelectronics, Panasonic, and Texas Instruments. Several news items caught our attention in 2018:
- Infineon announced it would start volume production for CoolGaN 400V and 600V e-mode HEMT products by the end of 2018
- STMicroelectronics and CEA Leti announced their cooperation in developing GaN-on-Si technologies for both diode and transistor on Leti’s 200mm R&D line, and expect to have validated engineering samples in 2019. In parallel, STMicroelectronics will create a fully qualified manufacturing line, including GaN-on-Si hetero-epitaxy, for initial production running in the company’s front-end wafer fab in Tours, France, by 2020.
These IDMs will leverage their vertically integrated structure and bring to market cost-competitive products.
This report furnishes an overview of the GaN power industry playground, covering the value chain from epitaxy and device design, to device processing. Also outlined is Yole’s understanding of the market’s current dynamics and future evolution.
IS GAN A COST-EFFECTIVE SOLUTION?
The integration of GaN solutions in a final electronics product is a very attractive idea: if properly designed, it will increase system efficiency, and passive components will be smaller because the system can work at higher frequencies. These are significant advantages for the final user…but is that true?
Cost is one of the key aspects to take into account when introducing a new technology to the market, and it is currently not one of GaN’s strong points. GaN’s principal competitor is silicon MOSFET, which has been on the market for many years and offers very competitive cost with high average efficiencies, excellent quality, and superb reliability. Currently, only one company, EPC claims to be at the same price level as silicon with its low-voltage wafer-level package products. However, when standard packaging is added and voltage is increased, the GaN product would cost more than the silicon alternative – and higher cost is often cited as a main barrier to adoption.
Many players have started building integrated systems to be cost-competitive at system level. This is happening not only with D-mode solutions, but also E-mode integrated solutions, which seem appealing for the end user as an easy-to-use product. We also find system-in-package solutions that include Si, i.e. Texas Instruments’ and Exagan’s products, as well as integrated solutions where the driver, ESD protections, and other functions are monolithically integrated i.e. Navitas solutions.
This report features a discussion on device technology and landscape from a cost point of view for the next several years, including not just Si and GaN products but also passive and integrated solutions.
Aixtron, Allos, Alpha&Omega, Amec, Amkor, Apple, ASE, AT&S, BMW, Coorstek, Deltaelectronics, Dialog Semiconductors, Dowa, Efficient Power Conversion, Egtronics, EpiGaN,Episil, Epistar, Evatran, Exagan, Fairchild, Finsix, Ford, Fuji Electric, GaN Systems, GaNPower, Imec, Infineon, IQE, LG electronics, Jedec, Kyma, Navitas Semiconductors, Neditek,Nexgen, Nordic Power Converters, NXP, On Semiconductor, Panasonic, Philos, Powerex, Power Integrations, Qualcomm, Samsung, Sanken, SAS, Sharp, Siltronic, STMicroelectronics, Sumco, Sumitomo SEI, Tagore Technology, Toshiba, Toyota, Tesla, Texas Instruments, TSMC, Transphorm, Veeco, Velodyne, VisIC Technologies, Xfab, Yaskawa, and more…
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