Will the supply chain support market growth?

6th April 2018
Lanna Cooper


“The GaN power market remains small compared to the $30bn silicon power semiconductor market”, asserted Dr. Hong Lin, Technology & Market Analyst at Yole Développement (Yole). “However, it has an enormous potential in the short term due to its suitability for high performance and high frequency solutions.” 

The GaN power business was worth about $12m in 2016, but at Yole, analysts project that the market will reach $460m by 2022, with an impressive 79% CAGR.

Amongst the numerous applications, the market research company mentions Lidar, wireless power and envelope tracking. They are high end low/medium voltage applications. Today GaN technology is the only existing solution to meet their specific requirements.

Although today only a few players are showing commercial GaN activities, many firms have GaN activities. Therefore, the power GaN supply chain prepares for production. During the 2016-2017 period, Yole’s analysts identified lot of investments that are clearly supporting development and implementation of GaN devices.

Yole differentiates GaN power supply chain into two main models: IDM and foundry. Both models will co-exist while there are different needs on the market, for example in consumer and industrial applications, explain Yole’s analysts in the Power GaN report.

GaN manufacturers continue developing new products and provide samples to costumers, as is the case with EPC and its wireless charging line. Indeed EPC is still the current market leader today. Other players including GaN systems sell also low voltage GaN transistors.

System Plus Consulting, part of Yole Group of Companies, revealed a detailed comparison of GaN-on-Silicon transistors in its new report, GaN-on-Silicon Transistor Comparison. The company analyses the existing GaN-on-Silicon offers. This overview is the GaN-on-Silicon HEMT.

Indeed it highlights the differences between the design and manufacturing processes, the impacts at epitaxy, device and packaging level and related production costs. Devices analysed by System Plus Consulting have been developed by the leading companies: EPC, Texas Instruments, Panasonic, GaN Systems and Transphorm

“The current GaN device market is mainly dominated by devices <200V. 600V devices are expected to take off and keep growing. But the <200V market share will increase again when GaN begins to replace MOSFETs in different applications and enables new applications,” commented Dr. Elena Barbarini, Project Manager, Power Electronics and Compound Semiconductors at System Plus Consulting.

And she added: “GaN-on-Silicon has been a promising solution since the very beginning as its potential of CMOS compatibility and reduced cost.”

Both companies Yole and System Plus Consulting will attend a selection of key conferences during the next months. 

At CS International, Dr. Hong Lin will present the latest results focused on the GaN industry. She will describe the GaN-on-Silicon landscape including power electronics, RF and lighting market segments.

"GaN on Si Market and industry development" presentation will take place on 10th April at 3:35PM. During the conference, Yole also proposes another presentation focused on the microLED technologies.

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