《GaN体衬底市场-2017版》
2017-02-17 20:33:12   来源:麦姆斯咨询   评论:0   点击:

光电应用,尤其是GaN(氮化镓)激光二极管和GaN-on-GaN(氮化镓上氮化镓)LED,预计将推动2016~2022年GaN体衬底市场增长。

BULK GaN SUBSTRATE MARKET 2017

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激光二极管和高亮度LED正推动GaN体衬底市场增长。

光电应用正推动GaN体衬底市场发展

光电应用,尤其是GaN(氮化镓)激光二极管和GaN-on-GaN(氮化镓上氮化镓)LED,预计将推动2016~2022年GaN体衬底市场增长。

GaN体衬底的目标应用

GaN体衬底的目标应用

激光二极管市场中的蓝光细分领域,过去一直是氮化镓激光产业的主要驱动者,近来正处于持续的下行状态。近年来,大部分电影都是通过流媒体而非光碟观看的,并且很多情况下,闪存已经取代了光碟和磁存储。当前的智能手机、上网本、平板电脑、甚至笔记本电脑都已经不再装配蓝光/DVD/CD驱动器。近期开发的超高清蓝光预计也仅能对销售产生一些新奇效应,不足以扭转近年来持续地整体下滑趋势。不过,下降的蓝光需求预计能够被初始增长的投影市场(办公投影仪、手机微投影、抬头显示等)和汽车照明市场所弥补,为GaN体衬底市场带来新的增长机遇。

对于LED市场,GaN衬底制造的改善已经为众多利基LED应用,将衬底价格降得足够低。除了Soraa(美国)和Panasonic(日本松下),还重燃了众多其它LED制造商的兴趣,吸引它们开始认真考虑将GaN衬底应用于聚光照明和汽车照明。预计在不远的未来,市场上将会出现新的GaN-on-GaN LED厂商。

GaN射频应用及其附加价值

GaN射频应用及其附加价值

本报告预计激光二极管和LED将推动GaN体衬底需求的持续增长。本报告提供了GaN激光二极管和GaN-on-GaN市场的全面总结,包括蓝光、激光办公投影、微型投影、抬头显示、汽车照明等。此外,本报告还提供了GaN-on-GaN功率和射频应用的详细分析。

日本厂商主导了GaN体衬底市场

2016年,GaN体衬底市场预计达到了约60000片晶圆(等效2英寸晶圆)。基本上所有的商业化GaN晶圆都是通过氢化物气相磊晶法(hydride vapor-phase epitaxy, HVPE)制造的,但各公司的生长工艺和分离技术各不相同。

其它如Na-flux(钠融法)或Ammonothermal(氨热法)等技术仍处于开发阶段。目前市场上还没有看到这些晶圆的大规模制造。2017~2022年期间,GaN晶圆市场的复合年增长率预计可达10%,到2022年市场规模预计将增长至1亿美元。

目前的GaN衬底市场是重度集中的。超过85%的市场份额掌握在3家日本企业手中,它们分别是Sumitomo Electric Industries(住友电工)、Mitsubishi Chemical Corporation(三菱化学)及Sciocs。其它日本和非日本厂商仍处于小规模量产或研发阶段,目前还无法撼动上述三家市场领导者。本报告提供了GaN体衬底市场状况概览,并从技术和经济两方面,概述了Yole Développement对GaN体衬底市场动态和未来发展的理解。

GaN体材料晶圆市场规模预测(等效2英寸晶圆)

GaN体材料晶圆市场规模预测(等效2英寸晶圆)

处于不同GaN相关技术中的GaN-ON-GaN技术

过去,由于技术复杂、供应限制,以及同质磊晶增长需要的原生GaN体衬底的高昂成本,于是,厂商利用不同异质衬底为各种应用开发了基于GaN的器件,包括:

- GaN-on-sapphire(蓝宝石上氮化镓),得益于LED产业过去25年的增长(首款GaN-on-sapphire LED于上世纪90年代上市),GaN-on-sapphire获得了广泛开发。同期,蓝宝石晶圆的价格已经大幅下降,GaN-on-sapphire仍是LED应用的主要技术。

- GaN-on-SiC(碳化硅上氮化镓),首个被研究的技术。如今,该技术已广泛应用于GaN射频器件的制造和LED制造。

- GaN-on-silicon(硅上氮化镓),GaN-on-silicon的到来便是顺理成章了,它打破了成本点,使GaN技术成为一种经济的技术。不过,它当初面临着众多技术挑战,如高晶格失配和高热膨胀系数(thermal expansion coefficient, TEC)失配等。学院派和产业界投入了大量资金和人力来解决这些技术问题,现如今,GaN-on-silicon正逐渐开始商业化,特别是应用于电力电子领域。

- 许多其它材料,如多晶AlN(氮化铝)衬底,得益于和GaN更接近的热膨胀系数,被誉为具有吸引力的可替代材料。还有更多其它异质材料(金刚石、Ge锗和氧化锌等)也在研究开发中,但是,这些大多还处于研发阶段。

另一方面,GaN体衬底的开发和其它衬底技术同期进行。GaN衬底的发展,尤其是晶圆尺寸、质量提升和成本下降,见证着GaN-on-GaN技术进入了越来越多的光电应用,未来,或将进入电子应用。

GaN相关技术定位概览

GaN相关技术定位概览

本报告证实了Yole对GaN-on-GaN技术的成熟及其在不同领域(激光二极管、LED、电力电子和射频等)应用的理解。

本报告涉及的部分公司:

AmberWave, AMD, Ammono Avogy, Freiberger, Fuji Electric, Furukawa, GaN Systems, Kyma, LG Electronics, Lumilog, MicroVision, Mitsubishi Chemical, Mitsubishi Electric, Nanowin, NGK Insulators, Nichia, Nintendo, Nitek, NTT, Osram Opto Semiconductors, Panasonic, Plansee, Powdec, Qmat, Saint-Gobain, Seoul Semiconductor, Sharp, Sino Nitride, Soitec, Sony, Soraa, Sumitomo SEI, Texas Instruments, TopGaN……

报告目录:

What is in this report?

Executive Summary
> GaN-related technology
> 2016 - 2022 GaN-based laser diode market
> 2016 - 2022 GaN wafer volume for LED applications
> GaN-on-GaN power in the hype cycle
> Suggested vertical GaN devices - Development roadmap
> Bulk/FS GaN substrates market - Price trend
> 2016 - 2022 GaN substrate volume (TIE per year and $M)
> Bulk GaN target applications
> GaN substrates - Players overview
> Main players and their activities
> Bulk GaN substrate market - Share estimate
> Bulk GaN growth methods
> Comparison with Yole Développement’s previous forecast

GaN-based laser diode market
> Bulk GaN target applications
> Blu-ray market
> Blu-ray technology
> Laser display/imaging market
> Cinema projector light - Source comparison
> Laser display/imaging
> Direct green laser diode
> Laser diode for laser display/imaging
> Laser display and imaging equipment - market forecast
> Laser lighting market
> Laser lighting - Target applications
> Laser automotive lighting
> GaN-based laser diode market
> Major GaN laser diode players and their diode wavelength
> 2016 - 2022 GaN-based laser diode market
> 2016 - 2022 GaN wafer for laser diode applications

High-Brightness LED market
> LED industry status: 2015 - 2016
> LED market
> 2011 - 2021 total substrate surface for LED
> Different substrates for LED - overview
> GaN substrates - benefits
> GaN-on-GaN LED
> Impact of substrate choice on LED cost
> GaN susbstrate market for LED applications
> GaN substrate adoption
> GaN-on-GaN LED market
> 2016 - 2022 GaN wafer volume for LED applications

Power electronics market
> GaN power devices
> GaN power electronic devices
> GaN wafer: added-value
> GaN-on-GaN power devices
> Gan substrate quality and device
> Potential issues in the GaN-on-GaN device process
> GaN-on-GaN power devices
> USA ARPA-E PROJECT - selection
> US ARPA-E PNdioded program
> Japan SIP next-generation power electronics program
> GaN-on-GaN power device
> Cost comparison
> Comparison of Si, SiC, and GaN-on-GaN power devices
> GaN-on GaN power in the hype cycle
> Suggested vertical GaN device development roadmap

RF market
> Gan for RF applications and its added-value
> GaN RF device market
> Application - RF
> Semi-insulating GaN substrates

GaN substrate manufacturing technology
> Bulk GaN
> GaN substrate - Time evolution of patent publications
> GaN substrates - Manufacturing
> Growth methods
> Electrochemical solution growth (ESG) (US)
> Growth methods
> Separation techniques for FS wafers
> Finishing
> Non-polar/semi-polar substrates
> Non-polar/semi-polar substrate examples
> Potential low-cost/large-size GaN substrate solutions
> GaN-engineered substrate via Smart Cut™
> Engineered substrate alternatives
> 7-inch pseudo-single-crystal GaN

GaN substrates - Market playground
> GaN substrate players
> Players - Main specifications
> Non-polar and semi-polar substrate players and specifications
> Focus on main players and their activities
> Bulk GaN substrate - Market share estimate
> Beyond Ammono’s bankruptcy

GaN substrates - Market forecast and discussions
> Bulk/FS GaN substrates - Market price trend
> GaN wafer size evolution assumption - LED applications
> GaN wafer size evolution assumption - Laser diode applications
> Time-to-market for bulk GaN in different applications
> 2016 - 2022 GaN substrate volume (TIE per year and $M)
> Bulk GaN target applications

General conclusions

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