Market and Technology Trends
RF GaN 2024
By Yole Intelligence —
This report is scheduled for Q3 2024
YINTR24420
THIS TABLE OF CONTENTS IS FROM THE PREVIOUS EDITION - IT MIGHT BE UPDATED.
Glossary
Table of contents
Report Objectives
Scope of the report
Methodologies and definitions
About the authors
Companies cited in this report
What we got right, what we got wrong
Comparison of Market forecasts
Yole Group’s related analyses
Yole Group’s related reports
Yole group – related monitors
What’s new?
Three-page Summary
Executive Summary
Context
- RF electronics application market segments
- Historical perspective
Market Forecasts: 2020-2026
- Packaged GaN RF devices: market size forecast
- Packaged GaN RF devices: market breakdown
- GaN RF bare die devices: market size forecast
- GaN RF bare die devices: shipment forecast frequency breakdown
- GaN RF bare die devices: market size forecast frequency breakdown
- Packaged GaN RF devices: Technology breakdown
- GaN RF device market: discrete vs. MMIC
- GaN RF device market for Telecom infrastructure
- GaN RF device market for Defense
- GaN RF device market for Satellite communication
- Share of RF device market in telecom infrastructure
- GaN RF wafer volume forecast
- GaN RF wafer volume forecast market breakdown
- GaN RF wafer size volume forecast
- Open GaN RF epiwafer market value projection technology breakdown ($M)
- Evolution of open VS. captive epiwafer market volume (%)
Market trend
- Introduction
- Market segmentation
- Frequency vs. system power requirements in rf applications
Telecom infrastructure
- From 4G to 6G : Power amplifier innovation
- Telecom infrastructure market trend
- Technology requirements in terms of power and frequency
- Cellular network structure
- Remote radio head & Active antenna system, opportunities for GaN
- Small cells & Backhaul : Market trends and positioning of GaN
- Technology requirements in terms of power and frequency : RRH
- Technology requirements in terms of power and frequency : AAS
- Active Antenna System Use Case
- RF GaN product examples for AAS and RRH : Sub6 Base Station
- Technology choice for macro/microsites
- Global 5G rollout
- 6G market and technology trend : is there an opportunity for GaN?
- Takeaways
Handset
- Market trend
- Smartphone volume forecast per air standard
- Handset PA applications
- Where RF GaN-on-Si can have a sweet spot
- Yole’s SWOT analysis from sub-7GHz to mmWave opportunity for GaN-on-Si
- Next step for RF GaN-on-Si market
- Takeaways
Defense
- Defense market global trend
- Dedense market segmentation
- GaN defense market trend
- Defense radar trends
- Defense radar driver and use cases
- Worldwide Use cases map
- Defense investments on GaN technology
- Defense electronic warefare driver and use cases
- Defense communication driver and use cases
- Takeaways
Satellite Communication
- Satellite communication market trend
- GaN-based Satellite communication market segmentation
- Mobile satellite communication
- Interest for GaN devices
- Fixed satellite communication
- Use cases
- Commercially available Product 2022
- RF GAN device players’ technology nodes for space applications
- GaN-BASED SatCom development and implementation
- Takeaways
Other Applications
- Civil radar and avionics
- RF energy
- Test and measurement instrument amplifiers
- Wired broadband- CATV
- Takeaways
Market trend overview
- RF GaN Market overview
Market Share and Supply Chain
- Main RF players and their target applications
- GaN-on-SiC Global Industrial supply chain
- GaN-on-Si Global Industrial supply chain
- Revenues of RF GaN device players
- Revenues of RF GaN wafer players
- RF GaN capacity of S.I. SiC wafer and GaN fab
- RF GaN supply relationship at a glance (Yole’s understanding)
- RF GaN-on-SiC, Some notable acquisitions and partnerships
- RF GaN-on-Si, Some notable acquisitions and partnerships
- The next M&A opportunities in RF GaN
- Top Semiconductor players’ activities in Compound Semiconductors
- GaN-on-Si RF device business
- Company profile: RF GaN device maker
- Company profile: SiC wafer supplier
- Takeaways
Focus on the Chinese RF GaN Industry
- RF GaN in the Chinese context
- Geopolitical impacts on RF GaN industry
- Focus on the Chinese RF GaN ecosystem
- Locations of Wafer/Epiwafer houses and Foundries in China
- Level of technology independency in RF GaN Eco-system in China
- RF GaN-on-SiC’s Transition to 6” platform
- Takeaways
Technology Description
- Introduction
- RF Component overview
- RF semiconductor overview
- GaN’s positioning and added values
- Classification of RF GaN devices
- Discrete GaN HEMT and IMFET technology
- Discrete GaN components in Doherty amplifiers
- GaN-based IC technology
- GaN Power amplifier device technology
- Overview of GaN-based RF components
- Commercially available RF GaN PA devices
- Commercially available Discrete GaN PA devices
- Commercially available GaN-based IC products
- Overview of RF GaN device suppliers
- Yole's analysis: Technological barriers to entry for newcomers
- Takeaways
RF GaN Packaging
- Technology trends
- Die attach technology
- Choice of flange material
- Diamond Template heat sinks
- Diamond Suppliers with heat sink capability
- GaN device packaging
- RF GaN packaging roadmap
Different Technology Platforms
- GaN-on-xx: potential substrates for GaN
- Properties of potential substrates
- GaN-on-SiC technology: Evolution of semi-insulating SiC substrates
- GaN-on-diamond technology
- Evolution of GaN-on-diamond technology
- GaN-on-diamond for the defense market
- GaN-on-diamond for the SatCom and base station markets
- Engineered substrates: Case Study: QST
- GaN-on-XX: competitive analysis of potential substrates
- GaN-on-XX: HEMT Technology comparison
- Competitive analysis of substrates
- The transition to 6" S.I. SiC substrates
- Different technology platforms: wafer and Epiwafer
Outlook
- KEY Takeaways
- RF GaN Device Market Evolution
The RF GaN market is expected to reach over $2B by 2028 as competition in production of GaN-on-SiC and GaN-on-Si technologies emerges. Defense and Telecom markets are still leading this market. Discover the RF GaN market evolution in semi-insulating SiC substrate, GaN-on-Si and GaN-on-SiC epiwafers and component businesses.
The RF GaN market is expected to reach over $2B by 2028 as competition in production of GaN-on-SiC and GaN-on-Si technologies emerges. Defense and Telecom markets are still leading this market. Discover the RF GaN market evolution in semi-insulating SiC substrate, GaN-on-Si and GaN-on-SiC epiwafers and component businesses.