Live Market Briefing
InP and GaAs photonics quarterly markets: a chess game between two growing giants – Live Market briefing
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Apple is changing the business outlooks of InP and GaAs platforms
The GaAs photonics industry has been long dominated by datacom and telecom markets, but was transformed by Apple’s adoption of GaAs-VCSEL based 3D sensing. Yet GaAs faces strong competition from rival semiconductor InP, which leads in datacom and telecom. Indeed, the InP market reached a milestone in the consumer segment in 2022. InP-based lasers and photodetectors penetrated Apple’s smartphones and AirPods, which could be a game changer. Such applications have high volume potential and thus could push the boundaries of InP in terms of capacity, wafer size and cost.
This live market briefing will present the evolution of InP and GaAs markets at the substrate, epiwafer and component levels as well as their respective ecosystems.
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Ali Jaffal, PhD
Senior Analyst, Compound Semiconductors
Ali Jaffal, PhD is Senior Analyst, Compound Semiconductors at Yole Group.
He is deeply engaged in the development of a dedicated collection of compound semiconductor market & technology products.
Ali previously worked at CEA-Leti (France) as a research engineer. His mission was focused on the design, growth, and clean room processing of GaAs semiconductor nanowires for Visible-Infrared photodetectors. During his Ph.D., Ali investigated the epitaxy (MBE) of InP nanowires-quantum dots dedicated to telecom applications.
Ali (co-)authored numerous scientific papers in peer-reviewed journals and a patent on III-V nanowires at CEA-Leti. He also delivered several presentations and was invited to numerous seminars at national and international conferences.
Ali Jaffal obtained his master’s degree and Ph.D. in material science and optics from INSA (Lyon, France).
Ezgi Dogmus, PhD
Director of Semiconductor, Manufacturing & Materials at Yole Group
Ezgi Dogmus, PhD is Director of Semiconductor, Manufacturing & Materials at Yole Group.
With an international team of analysts, she manages the expansion of the company’s technical expertise and market know-how in semiconductor materials including compound semiconductors (SiC, GaN, InP and more), semiconductor equipment, and advanced packaging technologies. In addition, Ezgi actively supports the development of Yole Group’s market and technology intelligence products, as well as custom consulting projects.
Prior to joining Yole Group, Ezgi worked as a process development engineer on GaN-based RF and power solutions at IEMN (Lille, France).
After graduating from the University of Augsburg (Germany) and Grenoble Institute of Technology (France), Ezgi obtained her PhD in microelectronics from IEMN (France).
