Selected Topics-0007_The Current Status of the Global GaN Industry
GaN, with its superior properties such as high breakdown field strength, high saturation electron drift velocity, strong radiation resistance, and good chemical stability, enables the manufacture of optoelectronics, power semiconductors, and high-frequency microwave RF components. This makes GaN ideal for applications including LEDs, transformers, data centers, 5G communications, and EVs.
Growing GaN crystal largely depends on substrates other than GaN—Si, SiC, and Sapphire. This report provides a detailed breakdown of the GaN industry, with a focus on GaN power components, microwave RF components, and raw materials.
Table of Contents
1. Current Development of GaN Power Components
2. Current Development of GaN Microwave RF Components
3. Current Development of GaN Substrates and Epitaxial Materials
4. TRI's View
Gallium Arsenide (GaAs) is recognized in the industry as the most mature compound semiconductor material after silicon. It possesses superior characteristics such as high frequency, high electron mobility, high output power, low noise, and good linearity, making it one of the most important support materials for microwave radio frequency and optoelectronics.
In recent years, a surge in applications like 5G communications, autonomous driving, advanced displays, and AI has driven an increased demand for GaAs. Consequently, manufacturers are fully committed to capturing a significant share of this growing market.
The smartwatch market saw a downturn in 2023, which has significantly impacted strategies for 2024. Manufacturers are expected to adopt a conservative approach, focusing on incremental upgrades and diversification in R&D to align with market needs, with AI becoming a crucial tool in enhancing product and service offerings.
The VR/AR sector continues to struggle with a lack of compelling content and applications, which has stalled market growth and investor enthusiasm. In response, 2024 is set to witness a stronger emphasis on technological advancements to enrich content and broaden the commercial application of devices, spurring the development of essential upstream components.
Power semiconductors are the core of energy conversion and circuit control in electronic devices, playing vital roles in power conversion, amplification, switching, circuit protection, and rectification in electronic circuits. They are primarily used for altering voltage and frequency, as well as converting DC to AC in electronic devices. Power semiconductors have a key and extensive role in fields such as automobiles, industry, railway transportation, and power. As the new energy sector grows, particularly in solar energy and electric vehicles, power semiconductors such as IGBT and MOS are also becoming increasingly important in the realm of sustainable energy.
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