Market and Technology Trends
Power GaN 2024
By Yole Intelligence —
This report is scheduled for Q3 2024
YINTR24438
THIS TABLE OF CONTENTS IS FROM THE PREVIOUS EDITION - IT MIGHT BE UPDATED.
Glossary
Table of contents
Report’s objective
Scope of the report
Report methodology
About the authors
What we got right, what we got wrong
Comparison with Yole’s previous forecasts
Companies cited in this report
3-page summary
Executive Summary
Context
Market forecasts
- GaN power device market
- GaN power market: HEMT vs. SiP vs. SoC
- GaN power devices: Market forecast split by application (Units and $M)
- GaN power device market - Split by substrate technology
- GaN power device market in $M – Split by voltage
- Open and captive GaN power epiwafer volume – 6” equivalent
- GaN-on-Si open epiwafer Market ($M and units) - 6-inch equivalent
- GaN power Si wafer demand (Units) by size
- GaN Power epiwafer pricing ($)
- Device revenue market share in $M: SiC vs. GaN vs. Silicon
Market trends
- Mobile and Consumer
- Telecom and infra
- Automotive and mobility
- Industrial applications:
- Defense and aerospace
- Medical
- Overview of GaN power application markets
What’s new/Top news
Supply Chain
- GaN power supply chain and business models
- Mapping of key players in different geographical regions
- A closer look at supply chain relations
- Capacity at epi and process manufacturing
- Market share of GaN foundries
- GaN industry timeline, key investments and partnerships
- Focus on fabless business model
- Focus on open foundry business model
- Focus on epihouse business model
- Focus on design house” business model (example IMEC), IMEC website
- Yole’s Analysis of Navitas’ activities
- Infineon acquisition of GaN Systems
- The power electronics industry landscape
- Analysis on potential newcomers to the Power GaN business
- Funded R&D projects – Focus on European union
- Focus on China
- Market share of GaN power device players
- Company profiles
- Conclusion – Supply chain
Power GaN device technology trends
- GaN device technology overview
- Epitaxy and epiwafers
- GaN power device integration (D-mode, E-mode GaN, SoC, SiP, discrete+driver)
- Manufacturing process flow- GaN-on-Si Compatibility with CMOS line
- Toward higher voltages - >1200V devices
- Toward more monolithic integration
- Packaging and GaN power module
- Commercially available Devices
- GaN ASP device vs Si vs SiC - Focus on 600V-700V devices
- GaN power device reliability
- Focus on system integration: Gate driver and passive requirements
- Focus on multi-level approach
- Conclusion – Technology trends
Conclusions and Outlooks
Related products
About Yole Group
The Power GaN device market is expected to be dominated by consumer applications, with the adoption of GaN devices in mobile and laptop fast chargers. As of 2023, GaN devices are also being considered for other emerging consumer applications, such as LED drivers, Class D-Audio, e-tools and home appliances, where they represent small market volumes. Following the price erosion within the GaN-based fast charger industry, GaN is expected to penetrate other consumer applications in the mid- to long term and this will lead the way for telecom and automotive markets.Discover the power GaN market evolution in GaN-on-Si and GaN-on-Sapphire epiwafers and component businesses.
The Power GaN device market is expected to be dominated by consumer applications, with the adoption of GaN devices in mobile and laptop fast chargers. As of 2023, GaN devices are also being considered for other emerging consumer applications, such as LED drivers, Class D-Audio, e-tools and home appliances, where they represent small market volumes. Following the price erosion within the GaN-based fast charger industry, GaN is expected to penetrate other consumer applications in the mid- to long term and this will lead the way for telecom and automotive markets.Discover the power GaN market evolution in GaN-on-Si and GaN-on-Sapphire epiwafers and component businesses.