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Chip Makers Swept by Wave of Consolidation

Chip Makers Swept by Wave of Consolidation

Semiconductor firms have announced $100.6 billion in mergers and acquisitions this year. Chip makers have long used acquisitions to obtain new technology. But many recent deals resemble consolidation waves in older industries, motivated mainly by trimming costs in areas like manufacturing, sales and engineering.

Wall Street Journal
October 18, 2015
By: Don Clark
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Categories: Articles

Yole: Power To Dominate GaN-On-Silicon Market

Yole Développement is releasing, this week, the "GaN-on-Si Substrate Technology and Market for LED and Power Electronics" report. Analysts believe that GaN-on-silicon technology will be widely adopted by power electronics applications. The power electronics market addresses applications such as AC to DC or DC to AC conversion, which is always associated with substantial energy losses that increase with higher power and operating frequencies. Incumbent silicon based technology is reaching its limit and it is difficult to meet higher requirements.

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Categories: GaN Market News

Huge Expectations for GaN Market Growth

The GaN power device industry has probably generated less than $2.5M revenues in 2011, as only 2 companies (IRF & EPC Corp.) are selling products on the open market. However, the overall GaN activity has seen extra revenues as R&D contracts, qualification tests and sampling for qualified customers was extremely buoyant.

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Categories: GaN Market News

GaN power market to rise to $10 million in 2012, says Yole

Written by Peter Clarke - 3/7/2012 2:20 PM EST

LONDON - The market for power devices implemented in gallium nitride was less than $2.5 million in 2011, according to market research firm Yole Developpement (Lyon, France). However, there is a great deal of R&D activity and Yole sees the power GaN market growing to nearly $0 million in 2012 and $500 million in 2016.

International Rectifier Corp. (El Segundo, Calif.) and Efficient Power Conversion Corp. (El Segundo, Calif.) are likely to remain the two main vendors of GaN power devices in early 2012 and the annual market is likely to say below $10 million, Yole said.

The year of 2013 should see a transition from product qualification to production for a number of GaN power chip companies as the annual market climbs to $50 million. The availability in 2015 power devices built using processes with +600-V breakdown specifications should open the market to off-mains applications by which time 12 to 15 companies should be sharing consumption of more than 100,000 6-inch equivalent wafers.

Beyond 2015 the qualification of GaN for the electric vehicle sector would allow the GaN device business to approach $1 billion in annual value, according to Philippe Roussel, power electronics business unit manager at Yole. Nonetheless that will depend on how and when automobile makers choose between silicon, silicon-carbide, and GaN technology.

A number of alternative substrates are being pursued including GaN-on-Sapphire, GaN-on-SiC, GaN-on-GaN, GaN-on-AlN and GaN-on-silicon. Yole takes the position that GaN-on-silicon is likely to dominate production as 6-inch wafers topped with 7-micron thick GaN epi are already available. Similar wafers of 200-mm diameter are under qualification and their availability will likely make this technology the economic choice, Yole said.

Some LED players, who already use GaN, are looking at GaN power as a means of diversification for their manufacturing capacity, Yole said.

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Categories: GaN Market News