For several years now, Yole SystemPlus, part of Yole Group, has been analyzing the compound semiconductor and power electronic industries.
Gradually gaining ground to replace traditional Si MOSFETs in many power electronics applications, GaN devices have made significant inroads into various consumer fast-charging products, in particular.
However, according to the company, the consumer market segment is, in a way, the tip of the iceberg.
Elena Barbarini, Director, Semiconductor Devices Department, at Yole SystemPlus, part of Yole GroupGaN technology could reveal its full potential in a wider range of applications. In the last two years, new companies (GaNext – China, Elevation Semiconductor – USA…) and recent M&As may suggest that the market is anticipating the adoption of GaN in OBCs (OnBoard Chargers) and 900-1200 V applications in HEV/EVs. On a broader scale, GaN devices and their high efficiency and low power consumption features could find their place in many climate-saving solutions. Jochen Hanebeck, CEO of Infineon Technologies, confirmed this strategy when announcing in March the acquisition of GaN Systems by the global semiconductor leader in power systems.
In parallel, Yole Intelligence, also part of Yole Group predicts the consumer handset segment to continue to drive the GaN power device market in the short term with a CAGR2021-2027 of 52%. Other power supply applications in datacom/telecom and automotive are expected to ramp up, leading, most likely, to a reshaping of the GaN market landscape in the long term. See the Compound Semiconductor Monitors powered by Yole Intelligence: Power SiC/GaN CS – RF GaN CS – Photonics GaAs/InP CS.
Together, Yole SystemPlus and Yole Intelligence, provide full coverage of the compound semiconductor industry.
Discover today their latest annoucements:
Power GaN knocks Si off the top spot in consumer applications – The chronicles by Yole SystemPlus
With PCIM 2023 (from May 9th to 11th in Nuremberg, Germany) and the long-awaited event dedicated to power electronics about to commence, Yole SystemPlus, part of Yole Group opened the proceedings at CS International (April 18-19) in Brussels with a presentation based on its newly published report titled “GaN-based Charger Comparison 2023”. The report reveals behind-the-scenes details of GaN devices in six different chargers. Discover today a power GaN review of Yole SystemPlus’ analysts…. HERE
Compound semiconductor substrate market set to double: how are companies competing in this space?
As the world demands ever greater powers and efficiencies in communication, sensing, and travel, the market for compound semiconductor substrate materials is set to more than double by 2027 – with silicon carbide (SiC) for power applications expected to significantly increase its market share compared to silicon. All mega trends (electrification, 5G/6G, cloud computing…) have an increase use of compound semiconductor devices in their roadmap… HERE
And much more…