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©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 1
+33 2 40 18 09 16 info@systemplus.fr www.systemplus.fr
GaN-on-Si HEMT vs SJ MOSFET Comparison 2019Technology & Cost Review
22 bd Benoni Goullin44200 NANTES - FRANCE
SP19475 – POWER Semiconductor report by Amine ALLOUCHELaboratory Analysis by Youssef EL GMILI
November 2019 – SAMPLE
REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 2
Table of Contents
Overview / Introduction 4
o Executive Summary
o Reverse Costing Methodology
o Glossary
Technology & Market 8
o GaN-on-Si HEMT
Market, Players Roadmap, Epitaxy solutions, design
technologies, packaging, integration, potential and
challenges.
o Silicon SJ MOSFET
Market, Players Roadmap, design technology solutions.
Company Profile & Supply Chain 38
o Infineon (GaN)
o Transphorm
o Panasonic
o GaN Systems
o Texas Instruments
o Navitas
o Infineon (SJ)
o STMicroelectronics
o Toshiba
o Vishay
o Rohm
o Fairchild
o D3 Semiconductor
o Central Semiconductor
Physical Analysis 88
o Methodologyo GaN-on-Si HEMTs
Infineon (GaN) Panasonic Transphorm GaN Systems Navitas Texas Instruments
o Superjunction MOSFETs Infineon (SJ) STMicroelectronics Toshiba Vishay Rohm On Semiconductor / Fairchild D3 Semiconductor Central Semiconductor
Technology and Physical Comparison 180
O Technology and Performance Comparison: GaN-on-Si HEMTs vs
Superjunction MOSFETs; and GaN HEMTs vs Superjunction MOSFETs.
Manufacturing Process Flow 191
o GaN HEMT Wafer Fabrication Units
o SJ MOSFET Wafer Fabrication Units
Cost and Price Analysis 207
o Yield Explanations and Hypotheses
o 600/650V GaN-on-Si HEMTs
o 600/650V Superjunction MOSFETs
Cost Comparison 250
o 600/650V GaN-on-Si HEMTs vs Superjunction MOSFETs o Conclusion
Feedbacks 262
System Plus Consulting Services 264
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 3
Overview / Introductiono Executive Summaryo Reverse Costing
Methodologyo Glossary
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
Executive Summary
Superjunction (SJ) technology was commercially released for the first time in 1998 by Infineon. Today new players are entering the market, but the historical players keep their lead by decreasing production costs as much as possible or by introducing different technologies. The improvement of silicon SJ MOSFETs will keep these devices on the market and drive them towards standardizationand popularization.
GaN-on-Si HEMTs are good competitors for silicon SJ MOSFETs in the 600/650V power device range. They offer new capabilities, such as higher switching frequencies, higher power density and an increasingly competitive manufacturing cost.
Such GaN devices have been mainly used in high-end telecom power supply applications. But in 2019 they entered the high-volume market for the first time with adoption of GaN HEMTs in 65W fast chargers. Thus Yole Développement projects that the GaN power business will be worth around $360M by 2024. This would require a compound annual growth rate (CAGR) of 85%, driven mainly by consumer fast charger applications.
This report offers an in-depth analysis of the latest innovations in 600/650V power devices. It shows the differences between silicon SJ MOSFETs and GaN-on-Si HEMTs from the technical and economic viewpoints.
We have opened and analyzed about 50 devices from 13 of the main GaN and SJ market players to understand their technology innovations. The GaN HEMT players presented in this report are: Transphorm, Panasonic, Infineon, Texas Instruments, GaN Systems, and Navitas.The Superjunction players presented in this report are: Infineon, Toshiba, Vishay, STMicroelectronics, ON Semiconductor/Fairchild, Rohm, Central Semiconductor, and D3 Semiconductor.
The report includes detailed pictures of device structures, materials, comparison of electrical performance, and cost breakdown analysis of the process.
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 4
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
GaN – Main Players Roadmap
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 5
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
Analyzed GaN-on-Si HEMTs
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 6
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
Analyzed SJ MOSFETs
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 7
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
STMicrolectronics Analyzed Devices
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 8
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
GaN Devices – Supply chain
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 9
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
GaN – Epitaxy solutions
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 10
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
GaN – Cost of Epitaxy Structure
Except for xxx, other substrates remain xxx because of their xxx and xxx cost.
Therefore, the innovations in term of xxx and xxx lead to some xxx such as xxx which have an impact of about xx% on the finalwafer cost .
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 11
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
GaN – Packaging
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 12
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis o SJ MOSFET Infineon STMicroelectronics Toshiba Vishay Rohm On Semiconductor/Fairchild D3 Semiconductor Central Semiconductor
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
R6011KND3
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 13
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis o SJ MOSFET Infineon STMicroelectronics Toshiba Vishay Rohm On Semiconductor/Fairchild D3 Semiconductor Central Semiconductor
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
Rxxx
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 14
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis o SJ MOSFET Infineon STMicroelectronics Toshiba Vishay Rohm On Semiconductor/Fairchild D3 Semiconductor Central Semiconductor
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
TK290A60Y
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 15
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis o SJ MOSFET Infineon STMicroelectronics Toshiba Vishay Rohm On Semiconductor/Fairchild D3 Semiconductor Central Semiconductor
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
Toshiba Analyzed Devices
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 16
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis o SJ MOSFET Infineon STMicroelectronics Toshiba Vishay Rohm On Semiconductor/Fairchild D3 Semiconductor Central Semiconductor
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
xxx
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 17
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis o SJ MOSFET Infineon STMicroelectronics Toshiba Vishay Rohm On Semiconductor/Fairchild D3 Semiconductor Central Semiconductor
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
Fairchild: SuperFET®(I) vs SuperFET®(II) vs SuperFET®(III)
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 18
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis o SJ MOSFET Infineon STMicroelectronics Toshiba Vishay Rohm On Semiconductor/Fairchild D3 Semiconductor Central Semiconductor
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
600V SJ MOSFET Comparison
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 19
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
SJ MOSFET Performances – Rdson vs Current
• At low current, xxx devices have the best performances concerning the Rdson.• Increasing the current, the performances trends converge.
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 20
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
GaN HEMT vs SJ MOSFET – FOM (Rdson x Area) Comparison
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 21
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flowo GaN Wafer Fabrication Unito SJ Wafer Fabrication Unit
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
Description of the Wafer Fabrication Unit – Infineon
In our calculation, we simulate a production unit using xxxmm wafers.
Estimated HEMT wafer fab unit:
Name: Infineon, xxx
Wafer diameter: xxx
Capacity: xxx wafers / month
Year of start: xxx
Most advanced process: xxx
Products: xxx
Location: xxx
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 22
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
STMicroelectronics Hypothesis
In our simulation, we assume a development and a production ramp up without important technical problem.
Test&
Die Dicing Costs
STMicroelectronics
SJ MOSFET
Front-End Costxxx
xxx
Packaging
&
Final Test Costs
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 23
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
STMicroelectronics Wafer and Die cost
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 24
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
STMicroelectronics Component Cost and Price
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 25
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
Superjunction Cost Comparison – Infineon CoolMOS™ Family
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 26
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
Superjunction Cost Comparison – Fairchild SuperFET® Family
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 27
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
Superjunction Global Cost Comparison
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 28
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
GaN-on-Si HEMTs Cost Comparison
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 29
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
GaN-on-Si HEMT vs SJ MOSFET Cost & Performance Comparison
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 30
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Plus
REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING
POWER SEMICONDUCTORS & COMPOUND• Infineon 600V CoolGaN Transistor Family• GaN-on-Sapphire HEMT Power IC by Power Integrations• 200V EPC2112 eGaN® HEMT with Monolithic Optimized
Gate Driver• GaN-on-Silicon Transistor Comparison 2018• Navitas 650V GaNFast Power IC Family
Related Reports
MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT
POWER ELECTRONICS & COMPOUND SEMI• Power GaN 2019: Epitaxy, Devices, Applications, & Technology
Trends • Status of the Power Electronics Industry 2019
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 31
COMPANYSERVICES
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 32
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Pluso Company serviceso Contact
Business Models Fields of Expertise
Custom Analyses(>130 analyses per year)
Reports(>60 reports per year)
Costing Tools
Trainings
©2019 by System Plus Consulting | SP19475 - GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019 33
Overview / Introduction
Technology & Market
Company Profile & Supply Chain
Physical Analysis
Technology and Physical Comparison
Manufacturing Process Flow
Cost & Price Analysis
Cost Comparison
Related Reports
About System Pluso Company serviceso Contact
Contact
Headquarters22 bd Benoni Goullin44200 NantesFRANCE+33 2 40 18 09 16sales@systemplus.fr
Europe Sales OfficeLizzie LEVENEZFrankfurt am MainGERMANY+49 151 23 54 41 82llevenez@systemplus.fr
www.systemplus.fr
Asia Sales OfficeTakashi ONOZAWATokyoJAPANT : +81 804 371 4887onozawa@yole.fr
Mavis WANGTAIWANT :+886 979 336 809wang@yole.fr
NANTESHeadquarter
FRANKFURT/MAINEurope Sales Office
LYONYOLE HQ
TOKYOYOLE KK
GREATER CHINAYOLE
PHOENIXYOLE Inc.
KOREAYOLE
America Sales OfficeSteve LAFERRIEREPhoenix, AZWESTERN UST : +1 310 600 8267laferriere@yole.fr
Chris YOUMANEASTERN US & CANADAT : +1 919 607 9839 chris.youman@yole.fr