GaN & SiC Technology & Market knowledge · PDF fileGaN & SiC Technology & Market knowledge...

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‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services GaN & SiC Technology & Market knowledge update by Alex Avron – [email protected]

Transcript of GaN & SiC Technology & Market knowledge · PDF fileGaN & SiC Technology & Market knowledge...

Page 1: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

GaN & SiCTechnology & Market knowledge updateby Alex Avron – [email protected]

Page 2: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

The content

What has been going on recently in:

Knowledge update starting…1%

Applications

Market

Players, Capital & investment

Technologies

Page 3: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

Gallium Nitride

Page 4: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

Announced products with GaN Devices

Max 100W – 240V 5-30kW – 600V 3-30kW – 240V

No picture

avail

able

30W – 240V

US DoE project

?

Page 5: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

Gallium Nitride power devices market estimation

GaN power market to 2020 draft estimation

  $US 0M

  $US 150M

  $US 300M

  $US 450M

  $US 600M

2014 2015 2016 2017 2018 2019 2020

Point the Gap is currently working at updating its market estimation on GaN power devices markets. This will be available soon.

?

Page 6: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

GaN power devices start-ups & heavy players

Heavy players

Start-ups

??

Page 7: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

IP

IP

GaN power devices leaders and their finance ‘sources’

Canadian government

GaN business merger

Company acquired by…

Capital investment in ...

Capital investment in …

Capital investment in …

Capital investment in …

Staff

2nd source agreement

Page 8: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

GaN power devices players: What and how?

8’’

6’’4’’

2’’GaN

GaN

GaN

Si

GaN

Si

GaN

Si

600V

650V

600V

600V

450V

600V

600V

Rated voltage

Device type

Cascode

Cascode

Cascode

Enhancement mode

Enhancement mode

Enhancement mode

Enhancement mode planned

Substrate

Page 9: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

Silicon Carbide

Page 10: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

Actual to Future products with SiC Switching devices

5-500kW – 600-1200V 30-90kW – 900V0.5-5MW - 1200V Auxiliary in test In test

Page 11: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

Silicon Carbide power devices* market forecast

  $US 0M

  $US 250M

  $US 500M

  $US 750M

  $US 1000M

2011 2013 2015 2017 2019

Yole - 2013IMS Research (IHS) - 2013

*Including switches and diodes

Point the Gap original estimations will be available soon

Page 12: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

European SiC players: Foundry, Device, Consulting…

Catania, Italy

Villach, Austria

Erlangen, Germany

Scotland, UK

Belgium (Packaging)

Page 13: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

US SiC players: Foundry, Device, Consulting…

Page 14: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

Japan SiC players: Foundry, Device, Consulting…

Page 15: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services

Silicon carbide switches availability

MO

SFET

JFET

BJT

R&D Limited availability Claimed public availability

Page 16: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services

Point the GapPresentation of the company

Page 17: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services

The idea: A tailor made market intelligence service

Gather your team to discuss competitive landscape…

…and put them on a learning curve about market

and technologies

…and identify your new market opportunities

Validate your products and projects in the competitive landscape…

Keep track of your competitors and competing technology…

…and anticipate and act knowing the landscape

Page 18: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services

What can we do? Market research

Market research:

Analysis of business models and strategies

Custom report tailored to your needs

Direct interviews with experts

Get the full picture of your market

« How can I know my strategy is right? »

Anticipate trends and evolutions

++

=

Page 19: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services

What can we do? Marketing survey

Marketing survey:

Direct interviews with experts

Innovation marketing methodologies

Evaluate your innovations or technologies

« What are the markets for my technology? »

Build your strategy on facts and feedbacks from the field

+

=

Page 20: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services

What can we do? Annual Market intelligence service

towards quality delivery

by technology experts

on annual contract basis

Tech & market knowledge

The idea? Never fall behind on technological and market information:

Let us keep you up-to-date with the latest news about your area of expertise.

What is Annual Market Intelligence stream

about?

Page 21: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services

How we do it: Our expertise in action

Marketing survey

Market research

Conferences

Direct interviews

•Data mining software•Data graph tools•Design results

•Business model analysis• Innovation Marketing•Market analysis tools

Web & Data Mining

News

All tailored to your specific focus and needs using:

Step 2 Step 3 Results

How we do it:

Step 1Get to know you, your projects, your targets

Market intelligence

+ =

Page 22: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services

Our expertise: concerned fields

Wat

ts

Pass

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Pack

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Sem

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Dis

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m

odul

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Conv

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rs

Si/S

iC/G

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From material,

through manufacturing,

passives and assembly,

and up to applications

Power electronics:

Page 23: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services

Who we are

Point the Gap is…

…initiated by Alex AVRON Eng. Electronics and semiconductor 4 years experience as Market and Technology analyst in Power semiconductors at Yole Competitive intelligence teacher in University

Readable material Business-oriented Technology expertise

…made of “communicating-business-technologists”:

Page 24: GaN & SiC Technology & Market knowledge  · PDF fileGaN & SiC Technology & Market knowledge update ... semiconductors at Yole ... 61 Cours de la Liberté

‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services

SOCIAL MEDIA

MAIL

www.pointthegap.com www.pointthepower.com

ADDRESS

WEB

TEL

61 Cours de la Liberté 69003 Lyon France

[email protected]

+33 (0) 6 14 77 22 95

Would you have any question, Let us know!