RF GaN Market. Applications, players, devices, and technologies

Transcription

1 RF GaN Market Applications, players, devices, and technologies RF GaN Market Sample

2 REPORT OBJECTIVES Provide an overview of the RF GaN market. Analyze different players in different markets, along with their product range and technologies. Outline market access market size evolution from and technology split. Highlight the main technologies in the different applicative markets. Explain the needs of different RF markets and the corresponding impact on the needs for different technologies, along with geographical specificities. RF GaN Market Sample

3 REPORT METHODOLOGY Market forecast methodology Market segmentation methodology RF GaN Market Sample

4 REPORT METHODOLOGY Technology analysis methodology Information collection RF GaN Market Sample

5 TABLE OF CONTENTS (1/4) Acronyms...6 Companies cited in this report...7 Report objectives Revision of our last GaN RF report What s new? Market forecast comparison Executive summary..12 GaN RF devices: applications overview 30 Applications for GaN devices in RF electronic systems Radio frequency band range and applications GaN devices: applications roadmap RF power applications as a function of frequency and power Technology trend in different markets What is important for a power amplifier RF Power devices: technology breakdown RF GaN devices: market size forecast RF GaN devices: device number forecast RF GaN devices: market breakdown Market overview (1/2) Market overview (2/2) Wireless infrastructure. 42 Cellular technology development 2017 LTE deployment, companies, and countries mapping Global connections by technology 5G technology adoption: operator s timeline Operator s dilemma Cellular network structure Future cellular network structure and base stations Example of a cellular network mixed with small cells How to expand the network capacity? Macro cell base station circuit BTS power amplifier(1/3) BTS power amplifier(2/3) BTS power amplifier(3/3) Small cell base station circuit Why small cells? Repeater circuit Typical LTE base station and cell tower Remote radio head circuit Backhaul for Point-to-Point (PtP) and Point-to-Multipoints (PtMP) Wireless backhaul circuit 5G network requirements compared to 4G Key enabling technologies for 5G Main trend Enhanced mobile broadband New radio design Radio network evolution Future development in telecom base stations Base station type and number forecast Small cell forecast Estimated RF GaN device need in telecom Estimated total market for RF GaN device in telecom Conclusions RF GaN Market Sample

6 TABLE OF CONTENTS (2/4) Defense..84 GaN technology s development history GaN application potential in defense market Military radar Military RF applications and frequency bands GaN applications in radar systems (1/2) GaN applications in radar systems (2/2) GaN applications in EW/IED jammers GaN applications in electrical countermeasures GaN RF applications in military communications Market drivers for GaN RF in defense applications Military market impact on GaN industry Roadmap for RF transistor volume in defense applications Estimated total accessible market for GaN FET in defense Defense: GaN product scheme Conclusions Civil radar & avionics 99 Commercial/scientific radar Commercial avionics Land mobile Device development trend in land mobile PA Weather radar RF GaN transistor volume in NON-military RADAR applications RF GaN transistor market size in NON-military RADAR applications CATV market CATV: the basics Market drivers for GaN electronics in CATV (1/3) Market drivers for GaN electronics in CATV (2/3) Market drivers for GaN electronics in CATV (3/3) Evolution of DOCSIS 3.1 CATV market in geographical terms HFC and FTTH comparison CATV market evolution: RF GaN devices: estimated yearly Needs for CATV Market RF GaN devices: estimated market size for CATV Market Conclusions Satellite communications market Where do we use GaN in satellite applications? Market drivers for GaN RF in SATCOM Market drivers for GaN electronics in V-SAT Future development in SATCOM market GaN implementation in VSAT T&R unit RF GAN devices: estimated yearly needs for V-SAT market (units) RF GaN devices: estimated yearly needs for SATCOM market (units) RF GaN devices: estimated Market size for VSAT market RF GaN devices: estimated Market size for SATCOM market Satellite communications: GaN RF product scheme Conclusions RF GaN Market Sample

7 TABLE OF CONTENTS (3/4) RF energy RF GaN device for RF energy Microwave ovens (1/2) Microwave ovens (2/2) Plasma lighting Estimated yearly needs for RF energy market Estimated yearly Market size for RF energy market Conclusions RF GaN HEMT technology overview 138 RF components overview (1/2) RF components overview (2/2) Power and frequency regions for different semiconductors GaN HEMT DEVICE structure GaN / SiC / Si / GaAs: material properties GaN / SiC / Si / GaAs: power transistor comparison GaN s Added values Advantages at the system level for PA, LNA, and RF switch GaN MMIC description Device life model and activation energy Reliability test of today and the difficulties GaN HBT for cellphone applications? Package for RF GaN 154 Copper flange presentation RF power transistor design Why using copper instead of other materials? What does pure copper flange mean? Challenges to face to switch to copper substrate Die attach Welding for GaN Focus on die attach: materials Hermetic package Hermetic: definition Non hermetic: definition Construction of a typical RF ceramic package Construction of a typical LDMOS package Non hermetic plastic package RF non-hermetic package drivers RF non-hermetic package barriers RF package type and hermeticity From air cavity to over molded packages GaN device package as of 2017 Driver for plastic package Device package trend in the future GaN RF packaging roadmap Conclusions GaN RF devices: industrial landscape 193 Major GaN RF players and their device frequency range (1/2) Major GaN RF players and their device frequency range (2/2) Main GaN RF players and their target applications Market landscape Mapping: american players for power RF GaN-based devices (1/2) RF GaN Market Sample

8 TABLE OF CONTENTS (4/4) Mapping: american players for power RF GaN-based devices (2/2) Mapping: european players for power RF GaN-based devices Mapping: asian players for power RF GaN-based devices Special focus on China Debating between IDM and fabless in the GaN industry Global Industrial supply chain GaN GaN RF Foundry technology comparison Estimate of GaN RF player market share Global industrial supply-chain RF power industry Conclusions Special focus on GaN RF technology Commercially available gan-on-sic devices vs. gan-on-silicon devices GaN RF substrate diameter evolution GaN-on-silicon vs. gan-on-sic: comparison GaN-on-SiC an GaN-on-Silicon market strategies Gan-on-sic and gan-on-silicon: Future development scheme Competition trend Forecast of GaN on SiC/Silicon market size comparison Where lies the opportunity? General conclusions 221 RF GaN Market Sample

9 ABOUT THE AUTHORS Biographies & Contacts Zhen Zong Zhen Zong works at Yole Développement as an Analyst for Power Electronics and Compound Semiconductors. He graduated from INSA Lyon with an Engineering degree in Material Sciences, specializing in semiconductor devices and micro/nano technologies. Hong LIN Dr. Hong Lin has worked at Yole Développement since 2013 as a Technology & Market Analyst. She specializes in compound semiconductors and provides technical and economic analysis. Before joining Yole Développement she worked as an R&D Engineer at Newstep Technologies, heading up development of PECVD cold cathodes for nanotechnology-based visible and UV lamp applications. She holds a Ph.D. in Physics and Chemistry of Materials. RF GaN Market Sample

10 LIST OF COMPANIES MENTIONED IN THIS REPORT Aethercomm, Alcatel-Lucent, Ampleon, Anadigics, AT&T, Bell Laboratory, Cisco, China Mobile, China Telecom, China Unicom, Cree, Dynax, Dowa, EADS, Epigan, Ericsson, Eudyna, Freiburg/ Univ. Ulm/Fraunhofer IAF, Filtronic, Freescale, Fujitsu, Global Communication Semiconductors, Hittite/Keragis, Huawei, II-VI Inc, IMEC, IMECAS Infineon, Intel, IQE, KDDI, KT, LG Plus, Lockheed Martin, M/A-COM, Microsemi, Mitsubishi Chemical, Mitsubishi Electric, Motorola, NEC, Nitronex, Norstel, Nokia Networks, Northrop Grumman, NTT, NTT DOCOMO, NXP, OMMIC, Powdec, Qorvo, Qualcomm, RFHIC, RF Lambda, RFMD, Samsung, SICC, SiCrystal, SK Telecom, Softbank, Sprint, STMicroelectronics, Sumitomo Electric, Enkris Semiconductor, Raytheon, TankeBlue, Telstra, Thales, Thales III-V Lab, T-Mobile, Toshiba, Triquint, UMS, Unity Wireless, Verizon, Vodafone, WIN Semiconductors, Wolfspeed, and ZTE... RF GaN Market Sample

11 Report sample

12 RF POWER DEVICES: MARKET SIZE FORECAST Overall market size increases from $380M to $1.3B. RF GaN Market Sample

13 DIFFERENT SEGMENT OF MARKET Different markets and drivers for RF Power development are presented and explained. RF GaN Market Sample

14 RF POWER TRANSISTOR DESIGN We present here an example of RF device for base-station application. Standard package used for LDMOS device. Standard design of the module uses a substrate (called substrate or flange depending on the players, or even heatsink if no other heatsink is used). Window frame and lid are made of ceramics (high thermal conductivity and electrical isolation). Lead Epoxy glue Cap (Ceramic) die Cu/Mo/Cu substrate Package Opening side Optical View Wire bonding Ceramic frame Die attach material and process depend on material used for substrate. Soldered or sintered region Metal flange RF GaN Market Sample

15 GAN RF PACKAGING ROADMAP A B C Die attach Both materials and design are evolving in RF power package A B A B C C Flange Mateiral Package Case Mateiral and beyond RF GaN Market Sample

16 BUSINESS MODE COMPARISON IDM vs. Foundry Today leading players are IDMs, people would love to have a production line inside of the company in order to have better control of the process and yield. However in the future, with the maturity of the technology and the pressure of production capacity, we might be seeing more foundries. RF GaN Market Sample

17 RF POWER INDUSTRY Supply chain and events US Department of Defense investment in GaN technology GaAs foundry GaAs foundry Partnership GaN foundry LDMOS LDMOS foundry, enter GaN on Si power business in 2016 GaN foundry LDMOS foundry Licensed GaN on Si for power application TriQuint and RFMD merged in 2014 Nitronex acquired by MACOM in 2014 IR acquired by Infineon in 2014 MACOM was licensed GaN on SiC from GCS but later ended. MACOM sues Infineon for GaN on Si IP Former TriQuint employees GaN foundry GaAs + GaN RF Acquired by ADI in 2017 Acquired in 2008 NXP and Freescale merged in 2015 Former NXP RF power unit becomes Ampleon Acquired by ADI in 2015 Joint Venture Ericsson s LDMOS business GaN Power GaN on Si package GaN on Si power foundry RF GaN Market Sample

18 GLOBAL INDUSTRIAL SUPPLY-CHAIN Different business model exist in the RF power market. Wafers A B C D E F *There s no direct supply correspondence between different columns! Material providers Devices Systems PA Modules Epiwafers N O P Q R S G H I J K L M Pure device foundries Microsemi T U V W X Fabless design house Y Z *non-exhaustive list RF GaN Market Sample

19 GAN ON SILICON & GAN ON SIC COMPARISON The comparison of GaN-on-Si and GaN-on-SiC has been one of the most concerned questions in GaN RF industry. GaN On SiC GaN On Silicon RF GaN Market Sample