GaN'07

Table of Contents

Glossary

Executive summary

• Main targeted applications of GaN devices
• 2005-2012 GaN devices revenues in M$ for LED, Laser, RF & power electronics
• 2005-2012 GaN substrate revenues in M$ for LED, Laser, RF & power electronics

GaN crystal growth techniques

• MOCVD, MBE, HVPE
• Advantages & Drawbacks
• Comparison table and main vendors

GaN material current developments

• Direct growth or buffer approach
• Composite substrates: wafer bonding
• Example of current realizations:
  • Picogiga / Soitec
  • Aonex
  • BlueGlass
  • IMEC
  • AZZURO
  • Toshiba Ceramic
  • Nitronex
  • TDI
  • Hitachi Cable
  • Cermet
  • Group4Lab
  • SP3 Diamond
• GaN / Silicon epiwafer manufacturers
• GaN/Sapphire & GaN/SiC epiwafer manufacturers
• Bulk / free-standing GaN wafers specifications
• Examples of current GaN material pricing
• GaN substrates / applications matrix
• Tentative time-to-market for different substrates in different applications

Optoelectronic Markets

GaN HB-LED market

• 2001-2012 GaN LED market in M$
• HB-LED 2006 applications breakdown
• HB-LED 2006 market shares per company
• Main agreements and cross-licenses
• 2006 market breakdown by material
• Typical structure
• Emitting color in function of In concentration
• Trends in High Power LEDs
• Different White LED approaches
• White LED performance roadmap
• GaN HB-LEDs price analysis
• New technologies in development
• Material analysis
  • 2005-2012 Estimated substrates volume (SiC & Sapphire)
  • 2006 sapphire substrates: price, units and diameter analysis
  • 2005-2012 Sapphire substrates market for LED in volume by diameter & related market
  • 2005-2012 Sapphire substrates market for LED in value, split by diameter
  • Sapphire substrates main manufacturers
  • 2005-2012SiC wafers diameter evolution
  • 2005-2012 SiC substrates market for LED
• Conclusions on HB-LED market

Blue Laser Diodes

• Introduction: Blue laser diodes status
• Targeted applications for GaN LD
• Blue laser diodes market in game stations
• GaN-based laser diodes state-of-the-art
• Known supply-chain in the blue LD business
• 2005-2012 annual volumes for GaN LD for various applications and related device revenues
• 2005-2012 annual volumes for 2" bulk GaN wafers for blue LD and related substrates revenues
• Future GaN laser applications: laser TV and projectors
• Conclusion on Blue Laser Diodes market

GaN RF devices market

• Introduction: Market drivers of the GaN in RF applications
• GaN RF applicative markets
• GaN / SiC / Si / GaAs RF transistors comparison
• GaN vs Si FET structure
• GaN FET state-of-the-art
• Example of current offers
  • RFMD
  • Eudyna
  • CREE
  • Nitronex
  • OKI
• GaN FET commercialization plan
• Food chain & players
• Global PA market per applications

Wireless phone infrastructures: BTS market

• Recent announcements
• BTS company market shares
• PA: Si LDMOS & GaAs pHEMT 2006 status
• Ranking of PA' s manufacturers for base stations
• Base stations installed base 2004-2010 by standards
• Total accessible market for GaN FET in 3G BTS

Defense market

• Main advantages of GaN RF in defense applications
• Example of US DARPA requests
• n-going R&D programs in Europe for GaN

Satellite market

• GaN HEMT opportunities for Satcom

V-SAT terminals market

• GaN HEMT opportunities for V-SAT
• V-SAT market data

WiMAX market

• WiMAX technology
• WiMAX standards
• WiMAX food chain
• 2005-2010 worldwide annual volumes and related revenues for WiMAX BTS infrastructures

GaN RF market synthesis

• 2005-2010 forecasts for GaN RF devices market by applications
• 2005-2010 annual needs for GaN 4" wafers in various RF applications
• Conclusions

GaN power electronics

Generalities

• Positioning of the GaN in the power electronics
• Silicon vs. GaN device characteristics
• Possible applications for GaN in power electronics
• Power electronics market segmentation
• GaN-based power electronics applications roadmap
• Estimated accessible markets, growth rate, and time to market for GaN based power electronics
• Estimation of 4" GaN epiwafers volume consumption for power electronics
• GaN vs. SiC SWOT analysis
• Overview of initiatives in GaN-based power devices
• Theoretical limit of GaN Schottky diode Vb

Power Factor Correctors market

• GaN Schottky diodes (SBD) Main market characteristics
• GaN SBD main advantages in PFC circuits
• PFC efficiency comparison in function of junction T°
• SBD manufacturing cost comparison: SiC, GaN/Si and GaN/sapphire
• 2006-2012 GaN Schottky diodes market forecasts in units and sales for PFC business
• 2006-2012 GaN epiwafer shipment for PFC business
• TOP 15 OEM power supplies manufacturers

Automotive applications: HEV

• Why GaN in cars ?
• Hybrid Electrical Vehicle (HEV) requirements.
• HEV: Expected results of GaN introduction:
• The TOP 5 key requirements for transistors in HEV
• Added value analysis of GaN electronics for HEV
• The HEV market
• Sales projection for HEV to 2015
• Typical HEV power inverter module cost breakdown
• Case study: Silicon vs. GaN HEV inverter cost breakdown
• Sales volume projection for GaN diodes and transistors in automotive applications
• Sales revenues projection for GaN diodes and transistors in automotive applications
• Industry involvement: Possible GaN devices buyers
• Conclusion: perspective for GaN devices in the HEV market

UPS applications

• Global UPS market
• UPS : a concentrated market
• UPS products segments
• UPS architectures examples
• GaN success chances in UPS
• GaN for UPS market

GaN power electronics market synthesis

• 2007-2015 Total Accessible Market (TAM) for GaN-based semiconductor devices in high power electronics
• 2007-2015 Total Accessible Market (TAM) for GaN-based semiconductor devices in high power electronics

General conclusions