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Power GaN Market 2014 - Product Image

Power GaN Market 2014

  • ID: 2876226
  • June 2014
  • Region: Global
  • Yole Développement

FEATURED COMPANIES

  • AirWater
  • Enphase
  • Fujitsu
  • LG Electronics
  • Panasonic
  • Siltronic
  • MORE

80% ANNUAL GROWTH FROM 2016-2020!

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 READ MORE >

FEATURED COMPANIES

  • AirWater
  • Enphase
  • Fujitsu
  • LG Electronics
  • Panasonic
  • Siltronic
  • MORE

1. Glossary

2. Terminology

3. What we saw, What we missed…Comparison with 2012 report

4. Noteworthy news

5. Executive summary

- GaN will be power-supply-centric then will address automotive applications
- GaN power industry is consolidating. Some will grow, some will die…
- Delay on 600V and e-mode introduction affects technology credibility
- How do we envision the GaN Power Electronics Story Unfolding?
- Power GaN: a Question of Business Model…
- 2010-2020 market size, split by application
- 2010-2020 market size, split by voltage in %
- 2010-2020 market size, split by voltage in value
- 2010-2020 market size, split by device type
- Estimated accessible markets, growth rate, and time to market
- % of GaN revenues by company headquarter location. 2010-2020
- GaN revenues by company regional headquarter location in M$. 2010-2020
- GaN could reach 4% of the overall power device market by 2020…
- GaN-on-What? At the end of the day it will be Silicon…. As usual
- 6” GaN-on-Si Epiwafer Market Price evolution roadmap to 2020
- 6” (equiv.) wafer market volume demand 2010-2020 market volume, split by application, in units

6. Overall power electronics market

- 2013 – 2020 value chain analysis: wafer, device, system
- 2006-2020 overall PE market size, split by family
- 2006-2020 overall PE market size, split by device type
- Regional analysis 2013
- Wafer diameter evolution in power electronics applications to 2020
- Global feedback about 2013 power electronics market
- Our prediction for 2013-2020 power electronics envisioned evolution
- Application Market Segment Definition and Content
- 2013 power electronics market by application and main expectations to 2020
- Power electronics market by applications in % and M$. 2012 - 2020
- 2013 power device market, by voltage, by application, in % and M$
- Device revenues distributed by voltage range. 2013
- 2013 power device market size, by voltage, by application
- 2013 power device market size, by application, by voltage
- 2013 power device market, by voltage, by device, in % and M$
- What TAM for GaN?

7. GaN power electronics market segmentation

- Why would GaN replace silicon in power electronics?
- GaN faster than IGBT, more powerful than MOSFET
- Life-cycle of power device technologies a new generation every ~20 years…
- GaN devices in power electronics possible applications
- Power range of the targeted applications
- GaN vs. SiC vs. Si Figure-of-merit
- Reasons for GaN added value
- Expected improvements in power conversion
- GaN vs. SiC SWOT analysis
- GaN transistor type acceptance matrix
- 2013 GaN device state-of-the-art (V & Amp) vs. application requests
- 2015 projection GaN device state-of-the-art (V & Amp) vs. application requests
- 2020 projection GaN device state-of-the-art (V & Amp) vs. application requests

8. GaN industry involvement

- Recent M&A, investments and fund raisings in the GaN Area
- Established power semiconductor company involvement In GaN and future plans
- Main power GaN players and related business model
- Origin of GaN involvement
- Industrial supply-chain in North America
- Industrial supply-chain in Europe
- Industrial supply-chain in Asia
- From prototype to mass-production
- Status of GaN-on-Si device makers as of mid-2013

9. GaN power device developments

- Main technical steps over the value-chain
- Lateral vs. vertical design pros & cons
- Comparison of best GaN HEMT R&D Results
- Vb, I and A/mm² with existing SJ MOSFET and SiC MOSFET
- Expected evolution of GaN commercial device current density (A/mm²) to 2020 for several voltage ranges
- GaN-based power devices overview of on-going initiatives

10. Manufacturing cost analysis comparison of marketed products: silicon SJ MOSFET, silicon IGBT, SiC MOSFET and GaN HEMT

- Comparison of selected device process steps and manufacturing cost.
- Reverse Engineering of Efficient Power Conversion Corp. EPC 10xx series
- EPC 10xx Series cross sections
- Transistor power and current density
- GaN transistor die-size as a function of Vb and Id
- Process cost analysis:
- Infineon SJ MOSFET
- STMicro SJ MOSFET
- Mitsubishi IGBT
- CREE SiC MOSFET

12. GaN device market price list and comparison with SiC and Si
- Manufacturing price of a 600V/10A transistor
- Comparison Si, GaN-on-Si, GaN-on-GaN & SiC
- Average selling price of GaN devices
- (based upon current state-of-the-art and disclosed roadmap for product introduction)
- Average selling price of silicon devices
- Average selling price of SiC devices
- (based upon current state-of-the-art and disclosed roadmap for product introduction)
- Comparison of $/amp market price for selected 600V devices to 2020
- Power supply, PFC, DC-DC & POL converter market
- Definition

13. Focus on power supply, DC-DC converter, PoL

- Main GaN added value in PFC circuits
- PFC market main metrics
- PFC efficiency comparison as a function of junction T° and Schottky diode type (Si, SiC and GaN)
- Influence of switching frequency on the size and weight of the PFC module
- Si vs. SiC or GaN
- Main market requirements for PFC applications
- DC-DC converter market by power and by application
- POL IC (non-isolated DC-DC converter) market and main players
- Bill of Material Comparison Si vs. GaN
- Payback time estimation
- Market volume for GaN transistors and diodes in PFC application to 2020 (Munits)
- Market size for GaN transistors and diodes in PFC application to 2020 (M$)
- Market size and volume for GaN-on-Si epiwafers in PFC application to 2020 (Units & M$)
- Market volume for GaN transistors in DC-DC converter to 2020 (Munits)
- Market size for GaN transistors in DC-DC converter to 2020 (M$)
- Market size and volume for GaN-on-Si epiwafers in DC-DC converter to 2020 (Units & M$)
- Conclusions

14. Focus on EV/HEV market

- Vehicle architectures
- Different types of electrified vehicles
- Device types and power levels
- EV/HEV annual demand forecast to 2020 in M units
- Expected improvements of GaN introduction in HEV
- For the 3 main applications
- The TOP 5 key requirements for power transistors in HEV
- Toyota vision of WBG technology use in HEV
- GaN vs. SiC & vertical vs. lateral
- Industry supply-chain organization and expected changes
- Supply chain description

- Bill of Material Comparison Si vs. GaN
- Hypothesis “Toyota type” with boost converter
- Overall Results “Toyota type” with boost converter
- Results for 60kW “Toyota type” with boost converter
- Hypothesis “standard type” without boost converter
- Overall Results “standard type” without boost converter
- Results for 60kW “standard type” without boost converter
- BoM Conclusions

- Annual demand for Full-HEV, pHEV and BEV inverters in Munits
- Market volume for GaN transistors and diodes in EV/HEV inverter to 2020 (Munits)
- Market size for GaN transistors and diodes in EV/HEV inverter to 2020 (M$)
- Market size and volume for GaN-on-Si epiwafers in EV/HEV inverter to 2020 (Units & M$)

15. Focus on battery charger
- Topologies of EV Chargers
- Main battery charger manufacturers
- Battery charger annual demand for EV & pHEV in Munits
- Bill of Material Comparison Si vs. GaN
- Fast Battery Charger. Hypothesis
- Results for 1.5kW battery charger
- Results for 6.5kW battery charger
- Results for 50kW battery fast-charger
- Market volume for GaN transistors and diodes in EV/pHEV charger to 2020 (Munits)
- Market size for GaN transistors and diodes in EV/pHEV charger to 2020 (M$)
- Market size and volume for GaN-on-Si epiwafers in EV/pHEV charger to 2020 (Units & M$)

16. Focus on LV-HV DC-DC converter

- LV/HV DC-DC converter annual demand for EV & pHEV in Munits
- Market volume for GaN transistors and diodes in LV/HV DC-DC to 2020 (Munits)
- Market size for GaN transistors and diodes in LV/HV DC-DC to 2020 (M$)
- Market size and volume for GaN-on-Si epiwafers in LV/HV DC-DC converter to 2020 (Units & M$)
- Conclusion for the automotive segment

17. Focus on inverters for solar panels

- Solar market segment
- Typical market price in €/W of PV inverters by power range. Comparison with motor drive
- Market forecast
- Main device technology in use or in development
- Power devices for PV Inverters
- Supply chain for power devices
- Use of GaN in PV inverter: SWOT analysis
- BoM. and payback time of PV inverter transformer-less topology
- Bill of Material comparison Si vs. GaN hypothesis
- Transformer-less topology
- Results for 5kW 1-phase
- Results for 20kW 3-phase
- Results for 50kW 3-phase
- Payback time estimation
- How SiC moves the fundamental economics of a PV inverter
- Payback time estimation
- Main hypothesis
- Detailed calculations for 2012
- Detailed calculations for 2014, 2016, 2018 & 2020
- Market volume for GaN transistors and diodes in PV inverter to 2020 (Munits)
- Market size for GaN transistors and diodes in PV inverter to 2020 (M$)
- Market size and volume for GaN-on-Si epiwafers in PV inverter to 2020 (Units & M$)

18. Focus on PV micro-inverters
- Market trends & Market Forecast
- PV micro-inverters commercial products with SiC
- Bill of Material comparison Si vs. GaN hypothesis for enphase-type
- Bill of Material comparison Si vs. GaN
- Payback time estimation
- Overall results
- Market volume for GaN diodes in PV micro-inverter to 2020 (Munits)
- Market size for GaN diodes in PV micro-inverter to 2020 (M$)
- Market size and volume for GaN-on-Si epiwafers in PV micro-inverter to 2020 (Units & M$)
- Conclusion for PV applications

19. Focus on UPS market

- UPS architecture
- UPS product segments
- Topology trend and evolution
- NPC: Neutral Point Clamped
- Topology of power modules
- Projection of world UPS Market to 2020 split by power range in market size (M$)
- Projection of world UPS Market to 2020 split by power range in units
- UPS vendor market share
- Bill of Material comparison Si vs. GaN
- Hypothesis
- Results for 500VA off-line
- Results for 5kVA line-interactive
- Results for 50kVA on-line 3-phase
- Market volume for GaN transistors and diodes in UPS application to 2020 (Munits)
- Market size for GaN transistors and diodes in UPS application to 2020 (M$)
- Market size and volume for GaN-on-Si epiwafers in UPS application to 2020 (Units & M$)
- Conclusions

20. Focus on motor AC drive

- Motor drive history
- Motor drive figures
- Motor drives definition – DC link
- Application description
- Motor drives applications by power and voltage range
- Application segmentation
- Technical segmentation
- Application description
- Motor drives applications by power and voltage range
- Market analysis split by voltage
- Market analysis split by power in low voltages motor drives
- Market data and analysis
- AC drive market volume as a function of power range - 2010-2020 projection
- Market and data analysis
- Market size of motor AC drives by application and type. 2013 preliminary analysis
- Players and supply-chain
- Leader's business model in motor drives
- Bill of Material Comparison Si vs. GaN
- Hypothesis
- Overall results for 1kW drive
- Overall results for 20kW drive
- Overall results for 200kW drive
- Market volume for GaN transistors and diodes in motor drive to 2020 (Munits)
- Market size for GaN transistors and diodes in motor drive to 2020 (M$)
- Market size and volume for GaN-on-Si epiwafers in motor drive application to 2020 (Units & M$)
- Conclusions

Appendix

- Main R&D programs related to GaN
- Technology profiles of noticeable GaN device developments

- Aixtron
- AirWater
- Avogy
- Azzurro
- BeMiTec
- CamGaN Ltd
- CorEnergy
- Dynax Semiconductor Inc
- Dow Corning
- Dowa Electronics Materials
- Enphase
- EPC Corp.
- EpiGaN
- Episil
- ExaGaN
- Fairchild
- FBH
- Freescale
- Fuji Electric
- Fujitsu
- Furukawa
- GaN Systems
- Hitachi
- IMEC
- Infineon
- International Rectifier
- Intersil
- IQE
- LG Electronics
- LG Siltron
- MicroGaN
- Microsemi
- Mitsubishi Electric
- NTT
- NXP
- OnSemi
- Oxford Instruments
- Panasonic
- Powdec
- Power Integrations
- Renesas
- RFMD
- Rohm
- Samsung
- Sanken Electric
- Shindengen
- Siltronic
- Soitec
- STMicroelectronics
- Sumitomo SEI
- Texas Instruments
- Toshiba
- Translucent
- Transphorm
- Veeco
- Velox
- Vishay
- VisIC

... and more

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