Overall, 2020 could see an estimated device market size of almost $600M, leading to approximately 580,000 x 6 wafers to be processed. Ramp-up will be quite impressive starting in 2016, at an estimated 80% CAGR through 2020, based upon a scenario where EV/HEV begins adopting GaN in 2018-2019.
The power supply/PFC segment will dominate the business from 2015-2018, ultimately representing 50% of device sales. At that point, automotive will then catch-up.
In UPS applications, the medium-power segment is likely to be very much in line with the GaN value proposition, and savings at system level will be demonstrated. We think GaN technology could grab up to 15% of market share in this field by 2020.
Room for extra cost in motor drive applications is unlikely. Therefore, the incentives to implement new technologies such as GaN have to be serious and strong. Considering the possible improvement of conversion efficiency, and augmented by a predictable price parity with Si solutions by 2018, we expect GaN to start being implemented at a slow rate in motor control by 2015-2016, and reach around $45M in revenue by 2020.
The PV inverters segment has already adopted SiC technology, and products are now commercially available. It's possible that GaN could partially displace SiC thanks to better price positioning. However, now that SiC is in place, qualifying GaN may be more challenging.
This report illustrates the full coverage of GaN device market data, split by application and through 2020.
Recent announcements show that the GaN industry is taking shape as mergers, acquisitions and license agreements are settled. The latest Transphorm-Fujitsu agreement, in addition to Furukawa's IP portfolio's exclusive licensing, are positive signs that GaN technology is spreading across the value chain, reinforcing the leaders' market position but likely leaving the weakest players by the wayside.
Key Topics Covered:
3. What we saw, What we missedComparison with 2012 report
4. Noteworthy news
5. Executive summary
6. Overall power electronics market
7. GaN power electronics market segmentation
8. GaN industry involvement
9. GaN power device developments
10. Manufacturing cost analysis comparison of marketed products: silicon SJ MOSFET, silicon IGBT, SiC MOSFET and GaN HEMT
11. GaN device market price list and comparison with SiC and Si
12. Focus on power supply, DC-DC converter, PoL
13. Focus on EV/HEV market
14. Focus on battery charger
15. Focus on LV-HV DC-DC converter
16. Focus on inverters for solar panels
17. Focus on PV micro-inverters
18. Focus on UPS market
19. Focus on motor AC drive
- CamGaN Ltd
- Dow Corning
- Dowa Electronics Materials
- Dynax Semiconductor Inc
- EPC Corp.
- Fuji Electric
- GaN Systems
- International Rectifier
- LG Electronics
- LG Siltron
- Mitsubishi Electric
- Oxford Instruments
- Power Integrations
- Sanken Electric
- Sumitomo SEI
- Texas Instruments
For more information visit http://www.researchandmarkets.com/research/hphw5b/power_gan_marke
Media Contact: Laura Wood, +353-1-481-1716, [email protected]
SOURCE Research and Markets