Power GaN: Everything is in place for volume production

“The GaN market promises an imminent growth”, announced Dr. Ana Villamor, Technology & Market Analyst from Yole Développement (Yole). “2015 and 2016 have been undoubtedly exciting years for the GaN power business. We project the explosion of the market with 84% CAGR between 2017 and 2022. The market value will so reach US$ 450 million at the end of the period.” What makes the power GaN technology so promising?

The “More than Moore” market research and strategy consulting company Yole pursued its investigations based on numerous exchanges with power GaN companies and thanks to its participation to leading conferences. Yole announces this month the Power GaN 2017: Epitaxy, Devices, Applications, and Technology Trends report. Things are going on the right way: the power GaN supply chain prepares for production and 2017 has been showing significant investments that confirm the added-value of power GaN technology and its strong potential in numerous applications. The new Power GaN analysis conveys Yole’s understanding of GaN implementation and details the different market segments, the related drivers, metrics and technical roadmaps.

In 2016 the power GaN market reached US$ 12 million: it is still a small market compared to the impressive US$ 30 billion silicon power semiconductor market. However its expected growth in the short term is showing the enormous potential of the power GaN technology based on its suitability for high performance and high frequency solutions.

“LiDAR, wireless power and envelope tracking are high-end low/medium voltage applications, and GaN is the only existing technology able to meet their requirements,” explained Ana Villamor from Yole. “Beginning of the year, Velodyne Lidar opened a ‘megafactory’ to ramp up the latest 3D sensor for LiDAR manufacturing and this October they already announced a fourfold production increase.”
Other major companies, like Apple and Starbucks, started offering wireless charging solutions. Moreover, since 2016, EPC has been working with Taiwan’s JJPlus Corporation to accelerate the wireless charging market’s growth. The power supply segment is still the biggest application for GaN. The data center market is adopting GaN solutions with a phenomenal speed, driving a 114% CAGR for power supplies through to 2022. Existing solutions from Texas Instruments and EPC for data centers, consisting of a DC/DC converter and point of load supply that steps down the voltage from 48 V to 1.2 V in a single chip, will propel the market. AC/DC power adapters for laptops or smartphones can be also implemented with GaN power IC solutions, which further reduces the size and cost of the system.

Therefore the consumer market is expected to grow during coming years and Yole’s analysts envisage two different scenarios, depending on the acceptance in key markets like AC/DC adapters for laptops and cellphones.

GaN needs to hurry to gain adoption in the EV/HEV market because SiC MOSFETs are already replacing silicon IGBTs in the main inverters. However, a future market for the 48 V battery’s DC/DC converter is still possible for GaN due to its high-speed switching capability. Some main players, as Transphorm, have already obtained qualification for automotive, and this would help to finally ramp-up GaN production for EV/HEV.

In parallel, the GaN power devices supply chain is acting to support market growth. Therefore it is close to being settle for the power GaN market and deals during 2017 show confidence that GaN will be a successful market. “First of all, there have been big investments from the main foundries to increase their capacity to handle mass production”, asserted Zhen Zong, Technology & Market Analyst at Yole Développement. And he added: “Navitas just announced the partnership with TSMC and Amkor to ramp production capacity. Moreover, BMW i Ventures has just invested in GaN Systems. The Taiwan’s Ministry of Economic Affairs is also interested in using GaN for clean and green technologies, also in collaboration with GaN Systems.”

GaN manufacturers clearly continue developing new products and provide samples to customers, as is the case with EPC and its wireless charging line. For example, during 2017, Panasonic announced the mass production of its 650 V products and Exagan successfully produced its first high voltage devices on 8-inch wafers. Other players are in the final phase of R&D or qualification for their GaN products to be launched in 2018. In both cases, manufacturers and clients are pushing to use GaN HEMTs in emerging technologies.

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One thought on “Power GaN: Everything is in place for volume production

  1. Abhijeet Bendre

    The GaN power device market is expected to be worth USD 1890.2 million by 2023 from USD 408.3 million in 2017, at a CAGR of 29.1% between 2017 and 2023.

    Download Free PDF Sample Report Of 170 Pages @ http://www.reportsnreports.com/contacts/discount.aspx?name=1262145

    The major factors driving the growth of the GaN power device industry include huge revenue generation from the consumer electronics and automotive verticals, wide band gap property of GaN material encouraging innovation, success of GaN in RF-power electronics, and increasing adoption of GaN RF power device in military, defense, and aerospace verticals. However, the preference of silicon carbide in high-voltage power devices is expected to be a potential restraint in the overall GaN power device market. This factor is expected to limit the market growth over the next few years.

    Reply

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