The GaN power device is expected to reach $280 million in 2021, according to Yole Développement (Yole). Yole Development predicts that the market will rocket higher at a CAGR of 86% between 2015 – 2016
GaN power ICs have recently debuted, and 600V GaN ICs are commercially available. Yole says that the GaN power device market is being driven by emerging applications such as wireless power, AC fast charger, Lidar, ET, and power supplies for datacenter and telecom.
The company notes that numerous collaborations in the past two years have sought to develop GaN power ICs and bring them into volume production. These collaborations include Infineon Technologies and Panasonic, Integrated Device Technology (IDT) and Efficient Power Conversion (EPC), TSMC and GaN Systems, and Exagan and XFab.
Also during the period, Texas Instruments (TI) announced a 80V power stage in 2015 and a 600V power stage in 2016. Like TI, Visic announced its first GaN product in 2015.
Until late 2014, the commercial viability of 600V/650V GaN HEMTs was still questionable, despite some announcements from industry players. Now in 2016, end users can buy not just low-voltage GaN (<200V) devices from EPC Power, but also high-voltage (600V/650V) components from companies such as GaN Systems, Transphorm, and Panasonic.
Startup Navitas Semiconductor, announced their GaN power IC in March 2016, followed by Dialog Semiconductors releasing their GaN power IC in August 2016.
The take-off of patenting activity in the GaN power IC field reportedly began with the first wave of patent publications during the period from 2005-2009, mainly from American and Japanese companies. The second wave of new patents started in 2010. At the same time, the first commercial GaN products, early collaborations, and mergers and acquisitions appeared.
“In the today’s power GaN market, it is crucial to understand the global patent landscape thorough in-depth analyses,” commented Nicolas Baron, CEO & Co-founder of Knowmade. “This approach helps the companies to anticipate the changes, identify and evaluate business opportunities, mitigate risks and make strategic choices…”