> GaN Power Electronics - Slow ramp-up but huge expectations...
Thursday, March 22, 2012, 8:00 AM PDT
Hosted by Yole Développement
Philippe Roussel, Business Unit Manager, Compound Semiconductors, Power Electronics, LED & Photovoltaics, Yole Développement
Jeff Perkins, President, Yole Inc.
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The GaN power device industry has probably generated less than $2.5M revenues in 2011, as only 2 companies (IRF & EPC Corp.) are selling products on the open market. However, the overall GaN activity has seen extra revenues as R&D contracts, qualification tests and sampling for qualified customers was extremely buoyant.
IRF and EPC will likely remain the two main vendors of GaN power devices on the open market in early 2012.
2013 should signal the transition from qualification to production ramp-up for several new entrants. The device market could reach the $50M threshold. In 2014, most of these new entrants will ramp-up their capacity, and by 2015 the availability and adoption of qualified 600V+ GaN devices should see the market grow very quickly, and open doors to non-consumer applications. In 2015, 12-15 players will share the consumption of more than 100,000 x 6" (equiv.) epiwafers.
Philippe Roussel, Ph.D holds a Ph-D in Integrated Electronics Systems from the National Institute of Applied Sciences (INSA ) in LYON. He joined Yole Développement in 1998 and is Business Unit Manager of the Compound Semiconductors and Power Electronics department.
Jeff Perkins joined Yole in 2007 to launch Yole, Inc. and expand Yole’s business activities in North America. Jeff has more than 20 years of experience working in miniature precision component markets both in the US and Europe. Formerly a senior executive in a Swiss based precision systems manufacturer, he was part of the management team that performed a successful MBO, restructuring and sale of that company. His experience in miniature components and systems covers aerospace, medical and consumer markets. Jeff has a BSc Engineering from Colorado and an MBA from INSEAD.