《氮化镓功率器件-2016版》
2016-09-23 10:14:32   来源:麦姆斯咨询   评论:0   点击:

2015~2016年氮化镓(GaN)功率器件市场一直保持增长势头,令人信心满满。另外,2016年3月初创公司Navitas Semiconductor发布了氮化镓功率IC,随后Dialog Semiconductors于2016年8月发布了氮化镓功率IC。还有一些厂商也想将氮化镓从功率半导体引入更大的模拟IC市场。

POWER GaN 2016: EPITAXY AND DEVICES, APPLICATIONS, AND TECHNOLOGY TRENDS

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氮化镓(GaN)功率器件:一个有前途的、快速增长的市场

氮化镓功率器件市场持续增长,好消息不断

2015~2016年氮化镓(GaN)功率器件市场一直保持增长势头,令人信心满满。截止2014年底,尽管多家厂商发布了一些产品进展公告,但是600V / 650V氮化镓高电子迁移率场效晶体管(HEMT)的商业可用性还存在问题。快到2016年时,终端用户不仅可以从Effcient Power Conversion公司购买到低压(小于200V)氮化镓器件,也可以从Transphorm、GaN Systems和Panasonic等公司购买到高压(600V / 650V)氮化镓器件。

另外,2016年3月初创公司Navitas Semiconductor发布了氮化镓功率IC,随后Dialog Semiconductors于2016年8月发布了氮化镓功率IC。还有一些厂商也想将氮化镓从功率半导体引入更大的模拟IC市场。例如,Effcient Power Conversion公司和GaN Systems公司都在研发一个更加集成化的解决方案,模拟IC领头羊——德州仪器(Texas Instruments)已经涉足氮化镓领域,并在2015年和2016年分别发布了80V功率级和600V功率级产品。

尽管有上述令人振奋的产业发展,但是相比巨大的硅基半导体市场(3350亿美元),氮化镓功率器件市场仍显得很小。事实上,根据Yole调研数据显示,2015年氮化镓功率器件市场低于1000万美元。但是,请再三打量“氮化镓”,它刚刚在市场上抛头露面,所以目前的市场规模是合理的。首个氮化镓器件直到2010年才实现商用,可见氮化镓行业才仅仅6岁。更重要的是氮化镓的未来市场潜力:预计氮化镓功率器件市场将在2021年达到3亿美元,2016~2021年的复合年增率为86%。本报告提供氮化镓功率器件市场及应用,以及未来发展趋势。

已有的氮化镓功率器件

已有的氮化镓功率器件

氮化镓主要应用开始浮现

什么应用将驱动氮化镓功率器件市场增长呢?经过无数次讨论后,几个主要应用开始浮现出来,正冉冉升起……

在不同的目标应用中,电源领域是目前最大的应用市场,高压和低压氮化镓功率器件为交流-直流(AC-DC)、隔离型直流(isolated DC-DC)、负载点(point of load)功能带来附加值。展望未来,2016~2021年电源领域将成为氮化镓的主流应用,氮化镓也将在电源领域发挥越来越重要的作用,如数据中心、通信和交流快速充电等。

对于低压氮化镓功率器件,市场显得相当有前途:随着不同的无线充电标准发展,如Qi和AirFuel,氮化镓电源多模器件可以方便地为系统集成商所用。另外,蜂窝基站的包络跟踪技术提升为氮化镓提供了好机遇,尤其是消费者转向5G,能源效率变得更加重要。随着不同机器人和汽车应用发展,激光雷达将成为关键技术和器件之一,氮化镓器件有望成为不可或缺的角色。

本报告介绍氮化镓在不同细分领域的应用情况,并提供氮化镓功率器件的细分市场数据,包括电源、PV、EV/HEV、UPS、激光雷达、无线充电、ET等。

无线充电应用的氮化镓器件出货量预测

无线充电应用的氮化镓器件出货量预测

很多厂商开始布局氮化镓功率器件市场

氮化镓功率器件市场即将成为一个快速增长的领域,越来越多的厂商正在进入或考虑进入该市场。其中包括类似Navitas Semiconductors的初创公司,也包括成熟的半导体厂商,如On Semiconductors、Dialog Semiconductors、Alpha和Omega等。

引人注意的是,不同的厂商正在氮化镓领域展开竞争:
- 公司规模方面:产业巨头 vs. 初创公司
- 技术方面:级联 vs. 增强型氮化镓
- 销售策略:分销商 vs. 专有客户

值得一提的是,还有一些非功率器件厂商也希望进入氮化镓市场,如LED厂商:三安光电、晶元光电、晶能光电。总体而言,氮化镓功率器件的产业前景是乐观的,预计未来几年将迅速发展。

本报告综述氮化镓功率器件产业情况,覆盖整个产业链,以及当前市场动态和未来发展趋势。

氮化镓功率器件的商业模式

氮化镓功率器件的商业模式

本报告涉及的厂商如下:

AT&S, Dialog Semiconductors, Effcient Power Conversion, Episil, Exagan, Fairchild, Ford, Fraunhofer IISB, Fuji Electric, GaN Systems, Infneon, Micro GaN, Navitas Semiconductors, NXP, On Semiconductors, Panasonic, Philips, Powerex, Power Integration, STMicroelectronics, Sumitomo SEI, Toshiba, Toyota, Texas Instruments, TSMC, Transphorm, VisIC Technologies, Xfab, Yaskawa等。

报告目录:

Executive summary
> GaN industry development timeline
> GaN power device market projection, up to 2021
> Market share evolution for different applications
> GaN in the “hype cycle”
> GaN transistor lifecycle
> Existing GaN power devices
> GaN device market
> GaN power device players: estimated market share
> From discrete power to IC power
> Primary drivers for using GaN in different applications
> Business models for GaN power
> Comparison with Yole’s previous forecast

Overview of WBG power devices
> Power device: technology lifecycle
> GaN vs. SiC vs. Si
> Power density enhancement from 1980 - 2020
> WBG market segmentation as a function of voltage range

Power supply
> Power supply: industry trends / regulation evolution / market segmentation
> GaN power devices in power supply
> Driving application: GaN for data center power supply
> Driving application: fast-charging AC adapter
> GaN device market for PFC (in Munits)
> SiC device market for PFC (in $M)
> GaN device market volume for power supply

EV/HEV market
> What has contributed to recent market growth?
> Different electrifed vehicle types
> Converters and inverters in EV/HEV
> Yole’s vision of WBG pre-2020 penetration in EV/HEV
> Automotive traction inverter
> 48V automotive
> GaN for motor controller in auxiliary vehicle systems
> GaN in EV/HEV
> GaN device market in EV/HEV (in units & $M)

PV inverters
> GaN in micro-inverter
> GaN in PV inverter
> GaN for PV inverter
> GaN device market in PV (in units & $M)

Uninterruptible power supplies (UPS)
> UPS market - defnition and architecture
> UPS total cost of ownership
> GaN penetration in the UPS sector
> GaN device market for UPS, up to 2021 (in Munits & $M)

Wireless power
> Wireless charging principle
> Wireless power
> Wireless charging standard
> Wireless power in mobile phones
> Wireless charging for automotive
> Example of GaN for wireless power applications
> Wireless charging demonstration with GaN FET
> Wireless power market outlook
> GaN device market for wireless power, up to 2021 (in Munits & $M)

Envelope tracking (ET)
> ET and average power tracking
> ET: cellphone
> ET: base stations
> Global connections by technology
> ET: GaN performance benefts
> GaN device market forET, up to 2021 (in Munits & $M)

Lidar
> Lidar overview
> Lidar’s typical spatial resolution
> Lidar: basic principle
> Drivers for GaN devices in lidar applications
> Lidar comparison chart (as of March 2016)
> Lidar: market size evolution forecast
> GaN device market for lidar, up to 2021 (in Munits & $M)

Other applications > 100V cascode device for class-D audio amplifer
> Radiation hardware
> Energy storage systems
> Medical applications

GaN-on-Si power device technology
> Challenges for GaN-on-Si devices
> GaN discrete: cascode vs. enhanced-mode
> Challenges for GaN-on-Si devices
> GaN integration solution
> GaN discrete packaging
> Isolated GaN driver
> Multichip Si/GaN integraion
> Multichip integration: system-in-package
> Monolith solution
> D-mode vs E-mode

Status of GaN-on-GaN power devices
> Lateral vs. vertical GaN devices
> Avogy and its GaN-on-GaN power devices
> GaN-n-GaN power devices

Status of commercial GaN devices
> Existing GaN power devices
> SJ MOSFET & GaN HEMT comparison

GaN on Si epitaxy
> GaN-on-Si epitaxy: challenges / IP situation / remaining issues
> LED chip suppliers pursue GaN-on-Si epi for power applications
> GaN MOCVD: capacity supply vs. demand trends
> Projection of GaN epi cost for 600V-level GaN HEMT
> GaN-on-Si epiwafer market volume (in units) estimate, up to 2021
> Hypothesis for open market size estimation
> GaN epiwafer open market size ($M)

GaN power industry landscape
> GaN industry development timeline
> Origin of GaN power device manufacturers’ involvement
> Business models for GaN power
> Possible evolution of the GaN power supply chain
> GaN-on-SI epitaxy: players mapping
> GaN-on-Si: epi-wafer supplier analysis
> GaN power device players vs. GaN technology
> Estimated market share of GaN device makers
> Companies vs. technology vs. sales strategies

Discussions and perspectives
> GaN power industry: main remaining challenges
> Industry opportunities
> The GaN ecosystem is developing
> GaN power conversion: device standards working group
> Risk for 600V-plusGaN market
> Low-voltage GaN device price
> From discrete power to IC power
> GaN in the “hype cycle”
> GaN transistor lifecycle
> GaN device market: split by voltage range
> Primary drivers for using GaN in different applications

Conclusions

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