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Free-Standing & Bulk GaN Substrates for Laser Diode, LED and Power Electronics Report - Product Image

Free-Standing & Bulk GaN Substrates for Laser Diode, LED and Power Electronics Report

  • ID: 2693679
  • November 2013
  • Region: Global
  • Yole Développement
The demand of GaN substrates for LD applications will probably decrease below 20k TIE/yr threshold in the coming years.

FEATURED COMPANIES

  • AETech
  • EPC
  • Infineon
  • NGK Insulators
  • RFMD
  • STMicroelectronics
  • MORE

LED applications will become the driving force of the bulk GaN market, surpassing established laser diode (LD) and emerging power electronics segments. However, major changes could occur if 4” bulk GaN price gets below the breakeven price.

In either a cautious or a more aggressive scenario, LED applications will certainly be the key drivers for the bulk GaN market

There is no doubt that LED technology will take market share over the traditional lamp and tube business. The recent announcements from LED makers (> 150 lm/W now in production) are proving that the performance roadmap is in line with expectations: LED does as well and even better than traditional bulbs and tubes.

Native bulk GaN emerges as an alternative to sapphire or silicon, allowing further improvement of LED performance. Despite potential performance benefits for UHB- LEDs, massive adoption of GaN wafers remains hypothetical. Taking into account the historical price reductions of bulk GaN substrates, a base scenario outlines where the GaN on GaN LEDs will be limited only to niche markets. If the GaN industry succeeds in replying to the cost pressure from LED makers and the price of 4” READ MORE >

The demand of GaN substrates for LD applications will probably decrease below 20k TIE/yr threshold in the coming years.

FEATURED COMPANIES

  • AETech
  • EPC
  • Infineon
  • NGK Insulators
  • RFMD
  • STMicroelectronics
  • MORE

1. Glossary

2. Contents

3. Executive summary
- Bulk or free-standing GaN substrates Mass-market introduction in various applications
- GaN/xx epiwafer expected specs
- GaN/xx epiwafer usage
- Technical feasibility and manufacturing cost
- Risk analysis of possible competing technologies
- Roadmap to 2020: sensitivity to dislocation density
- Different type of “GaN wafers”
- GaN substrates players overview: mapping of established + emerging players
- Bulk/FS GaN substrates market price trend up to 2020
- Two scenarios for GaN substrates market: hypothesis
- 2013-2020 overall GaN substrates volume
- 2013-2020 overall GaN substrates market size
- The “If….then…” analysis

4. Latest noteworthy news for 2012 and 2013

5. Targeted applications

6. State-of-the-art of GaN substrates
- Definitions
- Manufacturing of GaN substrates
- - Key manufacturing steps for FS & Bulk GaN wafer
- - Growth methods including status and trends
- - Separation techniques for FS wafers
- - Finishing
- - Engineered substrate via smart cut
- - Emerging growth methods
- - Non polar/semi polar substrates
- GaN substrates players
- - GaN substrates players overview: Established + Emerging Players, Bulk GaN, Free standing GaN substrates
- - Main specifications of established players
- - Mapping of established players
- - Main specifications of emerging players
- - Mapping of emerging players
- - Bulk & free-standing GaN wafers: estimated monthly production capacity 2013
- - Non polar and semi polar substrates players and specifications
- Recent known funding in GaN substrates development

7. Blue and green laser diode applications
- Laser diode applications overview
- Blue laser diode market
- - Blue LD possible applications
- - Key driver for blue LD applications game stations
- - Emerging market for blue LD: Projector application
- - Blue LDs for projector application market: Two scenarios
- - 2013-2020 Blue laser diodes market volume
- Green laser diode market
- - Current status
- - Green laser technologies overview
- - Green laser overall possible applications
- - GaN based green laser diode: technical challenge of the green shift and recent developments
- - 2013-2020 Green LD market for projector application
- GaN substrates market or LD applications
- - GaN substrates market: Forecast model
- - Estimated blue LDs manufacturing yield: From initial wafer to packaging
- - 2013-2020 GaN based LDs market volume
- - 2 Laser Grade GaN substrate volume for blue and green LDs manufacturing
- GaN substrates market or LD applications
- - GaN based laser diode development: three approaches
- - Polar GaN-based laser diodes
- - Non polar/ semipolar GaN-based LDs: known recent developments
- - GaN based blue and green LD business: known supply chain and agreements
- - GaN based LD established players

8. LED applications
- LED applications overview
- LED market
- - Definition of High Brightness LEDs
- - Segmentation of High Brightness LEDs
- - Cost aspects
- - LED adoption
- - Current and long-term LED adoption trends
- - LED revenue forecast by application
- GaN substrates for LED market
- - Different substrates for LED overview
- - LED efficiency
- - Benefits of GaN substrates
- - Challenges of GaN on GaN LED: heat management
- - Impact of substrate choice on LED cost: die cost simulation: Sapphire vs GaN, breakeven price analysis
- - GaN substrate adoption
- - Market forecast model
- - Sapphire equivalent die surface forecast
- - GaN penetration
- - GaN die equivalent surface: application breakdown
- - GaN substrates market volume for LED manufacturing
- - Tentative GaN substrates size evolution for led manufacturing
- GaN on GaN LED current status

9. Power electronics applications
- Power electronics market overview
- Power GaN market
- - Three main choices for power electronics applications
- - Si vs. GaN vs. SiC: Figure-of-merit
- - Existing silicon based devices
- - Benefits of GaN
- - GaN power devices: possible applications
- - From Silicon to GaN: life - cycle of power device technologies, business model
- - Power GaN players & related business model
- - Established power semiconductor company involvement in GaN and future plans
- - Recent M&A, investments and fund raisings in the GaN area
- - GaN devices in power application: split by application
- GaN substrate for power GaN
- - Different substrates for GaN epitaxy
- - Benefits of GaN substrates
- - Impact of substrate choice: GaN-on-Si vs. GaN-on-GaN
- - GaN substrate for PE market: two scenarios
- - 2013-2020 Bulk GaN market for power electronics applications: aggressive scenario
- GaN on GaN power devices: current status

10. Overall GaN substrates market
- 2 scenarios for GaN substrates market
- Hypothesis for two scenarios
- Bulk/FS GaN substrates market price trend up to 2020
- 2013-2020 GaN substrates volume
- 2013-2020 overall GaN substrates market size

11. General conclusions

The demand of GaN substrates for LD applications will probably decrease below 20k TIE/yr threshold in the coming years.

- AETech
- Air Water
- Alpha & Omega AOS
- AmberWave
- AMD
- Ammono Avogy
- AZZURRO
- BeMiTec
- bTendo
- CamGaN
- CorEnergy
- Dow Corning
- Dowa Electronics Materials
- Dynax Semiconductor
- EPC
- EpiGaN
- Fairchild
- Freescale
- Freiberger
- Fuji Electric
- Fujitsu Semiconductor
- Furukawa
- GaN Systems
- Goldeneye
- GPTech
- Hitachi
- Hitachi Metals
- Infineon
- Intel
- International Rectifier
- IR
- Kyma
- LG Electronics
- Lumilog
- MEMC
- MicroGaN
- MicroVision
- Mitsubishi Chemical
- Mitsubishi Electric
- Nanowin
- NGK Insulators
- Nichia
- Nintendo
- Nitek
- NTT
- NXP Oclaro
- ONSemi
- Osram Opto Semiconductors
- Ostendo
- Panasonic
- Plansee
- Powdec
- Qmat
- RFMD
- Rohm
- Saint-Gobain
- Samsung
- Sanken
- Sanken
- Seoul Semiconductor
- Sharp
- Shindengen
- Sino Nitride
- Soitec
- Sony
- Soraa
- STMicroelectronics
- Sumitomo SEI
- SunEdison
- Texas Instruments
- TopGaN
- Toshiba
- Toyoda Gosei
- Transphorm
- TSST
- VG
- Vishay (US)
- VisIC (IS)
- Xiamen Powerway

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