GaN RF Market: Applications, Players, Technology and ...
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From Technologies to Markets © 2021 From Technologies to Markets GaN RF Market: Applications, Players, Technology and Substrates 2021 Market and Technology Report 2021 Sample
Transcript of GaN RF Market: Applications, Players, Technology and ...
From Technologies to Markets
© 2021
From Technologies to Markets
GaN RF Market: Applications, Players,
Technology and Substrates 2021
Market and Technology
Report 2021
Sample
2
Biographies & Contacts
ABOUT THE AUTHORS
Ezgi DOGMUS, PhD. is Team Lead Analyst in Compound Semiconductor & Emerging Substrates activity within the Power & Wireless Division at Yole
Développement (Yole). She is managing the expansion of the technical expertise and the market know-how of the company. In addition, Ezgi actively assists and
supports the development of dedicated collection of market & technology reports, monitor as well as custom consulting projects. Prior to Yole, Ezgi worked as
a process development engineer for GaN-based RF and power solutions at IEMN (Lille, France). Ezgi has authored or co-authored more than twelve papers.
After graduating from University of Augsburg (Germany) and Grenoble Institute of Technology (France), Ezgi received her PhD. in Microelectronics at IEMN
(France).
Contact: [email protected]
Selsabil SEJIL, PhD. is a Technology & Market Analyst, specialized in Compound Semiconductors and Emerging Substrates at Yole Développement (Yole). As
part of the Power & Wireless Division, Selsabil is contributing to the development of dedicated collection of compound semiconductors market & technology
reports and monitor. Previously, she worked as an Integration Engineer for SOI products at SOITEC (Grenoble, France). She also worked in CEA as a process
development engineer for 5G application. Selsabil obtained her PhD. in Material Science from Claude Bernard University (Lyon, France) in collaboration with
STMicroelectronics (Tours, France), where her works have explored and optimized all the facets of the complete manufacturing of power electronics devices,
with a focus on the optimization of SiC epitaxy. During her career, Selsabil SEJIL authored/co-authored more than 8 publications in the semiconductor
field. Selsabil was graduated from University Paris Sud with a master's degree in NanoSciences (Orsay, France).
Contact: [email protected]
Ezgi Dogmus -Team Lead Analyst, Compound Semiconductors & Emerging Substrates
Selsabil Sejil -Technology & Market Analyst, Compound Semiconductors & Emerging Substrates
Poshun CHIU is a Technology & Market Analyst specializing in Compound Semiconductor and Emerging Substrates at Yole Développement (Yole). As a
member of the Power Electronics & Wireless division at Yole, Poshun focuses on power, RF, and opto-electronics. He is engaged in the development of
technology and market reports and is also involved in custom projects. Before joining Yole, Poshun had 9 years’ experience in R&D and product management at
Epistar (TW & CHN). He is the author or co-author of more than 10 patents in solid-state-lighting. Poshun was also engaged in the development and evaluation
of novel applications of process technology and components based on relevant semiconductor material systems. Poshun received an MSc degree in
Microelectronics from National Cheng Kung University (TW) and an MBA from IESEG School of Management (FR).
Contact: [email protected]
Poshun Chiu -Technology & Market Analyst, Compound Semiconductors & Emerging Substrates
GaN RF Market: Applications, Players, Technology and Substrates 2021 | Sample | www.yole.fr | ©2021
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Wafer Epiwafer Device Module SystemEnd
applications
GaN RF Market: Applications, Players, Technology and Substrates 2021 | Sample | www.yole.fr | ©2021
REPORT SCOPE
• Provide a clear understanding of the GaN RF industry, covering markets from wafer to discreteHEMT and MMIC (units and revenue).
Report focus
• Analyze the GaN RF industry’s market drivers/bottlenecks by exploring GaN adoption in different end-applications.
• Understand different technology platforms such as GaN-on-SiC, GaN-on-Si, and GaN-on-Diamond and the commercial status of GaN power devices.
• Describe the industry playground and understand the market’s dynamics.
Yours needs are
out of the report’
scope?
Contact us for a custom study:
44
• Provide an overview of the RF GaN market.
• Present the different players in different markets, along with their product ranges and technologies.
• Outline market access-market size evolution from 2020 – 2026, and technology split.
• Highlight the main technologies in the different application markets.
• Explain the needs of different RF markets and the corresponding impact on the needs for different technologies, along with geographic specificities.
REPORT OBJECTIVES
Ecosystem
Market
Techno
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METHODOLOGIES & DEFINITIONS
Market
Volume (in Munits)
ASP (in $)
Revenue (in $M)
Yole’s market forecast model is based on the matching of several sources:
Information
Aggregation
Preexisting
information
Data extracted from Yole Internal database of Q1-2021
GaN RF Market: Applications, Players, Technology and Substrates 2021 | Sample | www.yole.fr | ©2021
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Aethercomm, Aixtron, Akash Systems, A.L.M.T., Altum RF, Ampleon, Anadigics, Arralis, AT&T, BAE
Systems, Bell Laboratory, Cisco, CETC, China Mobile, China Telecom, China Unicom, Cree, Custom
MMIC, Dynax, DragonWave-X, Dowa, EADS, Enkris Semiconductor, EpiGaN, Ericsson, Eudyna,
Freiburg/Univ. Ulm/Fraunhofer IAF, Filtronic, Freescale, Fujitsu, Global Communication Semiconductors,
HebeiKing Ceramic Electronic, Hiwafer, Huawei, II-VI Inc, IconicRF, IMEC, IMECAS Infineon, Integra
Technologies, Intel, IQE, KDDI, KT, LG Plus, Lockheed Martin, M/A-COM, Microsemi, Mitsubishi
Chemical, Mitsubishi Electric, Motorola, NEC, Newport Wafer Fab, Nitronex, Norstel, Nokia Networks,
Northrop Grumman, Norsat, NTT, NTT DOCOMO, NXP, OMMIC, Powdec, Qorvo, Qualcomm,
RFHIC, RF Lambda, RFMD, Samsung, San’an Optoelectronics, SICC, SiCrystal, SK Telecom, Soitec, Sprint,
STMicroelectronics, Sumitomo Electric, SweGaN, Raytheon, TagoreTech, TankeBlue, Telstra, Thales,
Thales III-V Lab, T-Mobile, Toshiba, Transcom, TriQuint, UMS, Unity telecom, Verizon, Vodafone, Wavice,
WavePIA, Win Semiconductors, Wolfspeed, and ZTE.
COMPANIES CITED IN THIS REPORT
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REPORT SCOPE
GaN RF market
Applicative markets
Telecom infrastructure
Handset
Defense
Civil radar
Wired broadband
Satcom
RF Energy
Supply chainTechnology
Discrete vs. MMICGaN on SiC, GaN on Si,
GaN on diamond, GaN on GaN
Packaging
This report focuses on
GaN for RF applications.
Power applications are
not included. They are
addressed in our Power
GaN 2021 and in our
quarterly updated CS
Monitor Service.
GaN RF Market: Applications, Players, Technology and Substrates 2021 | Sample | www.yole.fr | ©2021
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TECHNOLOGICAL REQUIREMENTS BY APPLICATION
GaN presence in RF market is more focused on high-power, high-frequency market.
Frequency (GHz)
Power (W)
1
10
>10000
100
1000
2 4 8 3216 64
1
0.1
Defense and Civil
Radar
Base stations
sub6GHz
RF Energy
Backhaul
Sub6GHz Handset applications
Base stations mmWave
mmWave Handset
applications
GaN RF Market: Applications, Players, Technology and Substrates 2021 | Sample | www.yole.fr | ©2021
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What could be the possible origins of eventual newcomers?
GAN-ON-SI RF DEVICE BUSINESS (I/II)
AA BB CC
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GAN-ON-SI RF DEVICE BUSINESS (II/II)
What are the associated benefits & challenges?
AA BB CC
Benefits
Challenges
GaN RF Market: Applications, Players, Technology and Substrates 2021 | Sample | www.yole.fr | ©2021
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NOTABLE INVESTMENTS IN GAN RF BUSINESS
Within Telecom Infrastructure, Defense and Aerospace segments
Majority of the investments are in GaN-on-SiCecosystem. Following breakdown shows the total investment/projects/Capex allocated per segment
Epitaxy XX
Device/Fab: XX
System XX
2019
*Please see Wolfspeed’s CAPEX details in the company profile.
20202018 2021
GaN RF Market: Applications, Players, Technology and Substrates 2021 | Sample | www.yole.fr | ©2021
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KEY ANLAYSIS ON SUPPLY CHAIN AND MARKET EVOLUTION
GaN RF Market: Applications, Players, Technology and Substrates 2021 | Sample | www.yole.fr | ©2021
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2026
2030
2020
$891M
5G Telecom
DefenseDefense
5G
Telecom
Co-existence
SatCom
LTE/5G
Telecom
Co-existence
$2.4BSatcom
Defense
5G
Handset
GaN RF DEVICE MARKET EVOLUTION
GaN RF Market: Applications, Players, Technology and Substrates 2021 | Sample | www.yole.fr | ©2021
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5GFoundries
IDMs
Chinese players*
*Moving toward the objective of technology independency
PLAYERS FROM DIFFERENT BACKGROUNDS ARE ENGAGING IN RF GAN
IDMs, Foundries and also players from emerging Chinese market
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Contact our
Sales Team
for more
information
15
Contact our
Sales Team
for more
information
YOLE GROUP - RELATED MONITORS
Yole Développement – Compound Semiconductor Monitor Service
Yole Development is following GaN, SiC, GaAs and InP semiconductors on a quarterly basis through “The Compound Semiconductor Monitor Service” launched in Q4-2019. Our service includes:
What is the difference between the RF GaN report and the Compound Semiconductor (CS) Monitor?
While our RF GaN 2021 report includes an annual update on GaN RF device, epiwafer and wafer markets as well as the ecosystem
and technology aspects, the CS Monitor Service includes:
6 GaN COMPANIES tracked:
Module 1: SiC and GaN power, available since Q4-2019
Module II: GaAs and GaN RF, available since Q3-2020
Module III: GaAs and InP optoelectronics, available in Q3-2021
1.Quarterly updates of market data in terms of volume (Munits), ASP ($) and
value ($) in the following deliverables:1.PDF slide deck with graphs and comments/analysis covering expected
developments
2.Excel database with all historical and forecast data
2.Analysis of: 1.Market variations
2.Main players’ manufacturing and technology evolution/ranking
3.Changes in the supply chain
4.Players’ strategies
3.Direct access to the analysts during the subscription period providing an
opportunity for on-demand Q&A and discussions regarding trends, analyses,
forecasts, and breaking news.GaN RF Market: Applications, Players, Technology and Substrates 2021 | Sample | www.yole.fr | ©2021
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Contact our
Sales Team
for more
information
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Contact our
Sales Team
for more
information
Status of the Radar Industry: Players, Applications and Technology Trends 2020
5G’s Impact on RF Front-End and Connectivity for
Cellphones 2020
5G’s Impact on RF Front-End for Telecom Infrastructure 2021
GaAs Wafer and Epiwafer Market: RF, Photonics, LED, Display and PV
Applications 2020
YOLE GROUP OF COMPANIES RELATED ANALYSES
Yole Développement
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Contact our
Sales Team
for more
information
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Contact our
Sales Team
for more
information
MACOM NPA1008 RF Power Amplifier with GaN-on-Si HEMT
Qorvo QPF4006 39GHz GaNMMIC Front End Module
YOLE GROUP OF COMPANIES RELATED REPORTS
System Plus Consulting
GaN RF Market: Applications, Players, Technology and Substrates 2021 | Sample | www.yole.fr | ©2021
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Yole Group of Companies, including Yole Développement,
System Plus Consulting and PISEO, are pleased to provide
you a glimpse of our accumulated knowledge.
We invite you to share our data with your own network,
within your presentations, press releases, dedicated
articles and more, but you first need approval from Yole
Public Relations department.
If you are interested, feel free to contact us right now!
We will also be more than happy to give you updated data
and appropriate formats.
Your contact: Sandrine Leroy, Dir. Public Relations
Email: [email protected]
HOW TO USE OUR DATA?
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19About Yole Développement | www.yole.fr | ©2020
CONTACTS
Western US & Canada
Steve Laferriere - [email protected]
+ 1 310 600 8267
Eastern US & Canada
Chris Youman - [email protected]
+1 919 607 9839
Europe and RoW
Lizzie Levenez - [email protected]
+49 15 123 544 182
Benelux, UK & Spain
Marine Wybranietz - [email protected]
+49 69 96 21 76 78
India and RoA
Takashi Onozawa - [email protected]
+81 80 4371 4887
Greater China
Mavis Wang - [email protected]
+886 979 336 809 +86 136 6156 6824
Korea
Peter Ok - [email protected]
+82 10 4089 0233
Japan
Miho Ohtake - [email protected]
+81 34 4059 204
Japan and Singapore
Itsuyo Oshiba - [email protected]
+81 80 3577 3042
Japan
Toru Hosaka – [email protected]
+81 90 1775 3866
FINANCIAL SERVICES
› Jean-Christophe Eloy - [email protected]
+33 4 72 83 01 80
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+1 208 850 3914
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[email protected] - +33 6 27 68 69 33
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GENERAL
› Sandrine Leroy, Public Relations
[email protected] - +33 4 72 83 01 89
› General inquiries: [email protected] - +33 4 72 83 01 80
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