COMPOUND SEMICONDUCTOR QUARTERLY MARKET MONITOR


Compound semi. Quarterly Market Monitor

Power GaN market is booming, pushed by lot of success stories

    MARKET DYNAMICS:

    • The adoption of GaN by Oppo in Q4-2019 marks the first milestone for volume production of power GaN devices. Since then numerous smartphone OEMs, such as Samsung, Xiaomi, Realme, integrated power GaN devices in their accessory or inbox fast chargers.

    • Compared to the Q4-19 edition, Yole Développement (Yole) projects a market forecast more optimistic than its nominal scenario.

    • In the light of recent GaN adoption in consumer fast charger applications, the power GaN device market is estimated to show 16% Q/Q growth in Q4-2019.

    • In parallel, power SiC market revenues continues its growth and is expected to reach beyond $3B by 2025 by posting year-to-year growth rate higher than 13%.

    • Power SiC market is mainly driven by EV/HEV applications, EV charging infrastructure and industrial power supply applications.

    • TO DOWNLOAD THE Q1 2020 MONITOR: ENGLISH

    Y2019/2020: THE YEAR OF GAN?
    Beginning of 2020 has been full of exciting news!

    Indeed the GaN power industry has been pushed by an impressive demand coming from consumer fast charger market. Lot of announcements made by leading OEMs (Oppo, Xiaomi, REALme…) have caught the attention of Yole’s analysts…

    “This is only the beginning of power GaN market’s emergence,” asserts Ezgi Dogmus, Technology & Market Analyst at Yole. “GaN has taken an important leap in its challenging course and is expected to also enter other major OEMs’ such as Apple and Huawei fast chargers. In this context, 2020 and 2021 are important years to watch for further market acceptance and the speed of GaN based high power changers’ proliferation.”…

    GAN AND SIC POWER BUSINESSES: WHAT’S NEXT?
    The beginning of 2020 shows that this year will be the year of GaN. But SiC is certainly continuing its emergence. Driven mainly by the EV/HEV, EV charging infrastructure, and power supply applications, Yole expects SiC power discrete and modules to play a key role in the upcoming years…

    Yole’s Compound Semiconductor Quarterly Market Monitor on SiC and GaN power applications will be published every beginning of March (Q1), June (Q2), September (Q3) and December (Q4). Aim of these services is to provide an in-depth coverage of rapidly changing market dynamics and main players’ status and strategy.
    This is why Yole’s Quarterly Market Monitor will also evolve and incorporate step by step a new module on RF GaAS and RF GaN markets in the Q3 2020 edition, next to the existing Power GaN and Power SiC module. Stay tuned to i-Micronews to get further info. about our Compound Semiconductor & Power electronics activities!

    Acronym
    GaN : Gallium Nitride