CS Materials' 08: A comprehensive survey on material usage and markets for GaAs, InP, SiC,Sapphire and GaN

Table of Contents

Glossary

Executive summary

• CS material substrate applications segmentation
• 2005-2012 annual consumption of CS materials in surface area (Million Inch²)
• Evolution of CS materials consumption over silicon
• Relative evolution of processed surface for various CS materials
• CS materials bulk substrate market size in M$
• What can create disruptions in the next 5 years?
• CS materials risk analysis: Today status and possible evolutions
• 2007 bulk CS wafers average market price

GaAs substrate market

• Introduction
• Main targeted applications of GaAs-based devices
• Key advantages of GaAs-based devices
• S.I. vs. S.C. GaAs applications
• Growth methods of GaAs substrates
• GaAs substrate vendors growth technique and products
• 2007 estimation of GaAs bulk substrate vendors market shares
• 2005-2012 SC + SI GaAs substrates consumption in Msi
• GaAs substrates SI + SC market size
• 2005-2012 SI GaAs substrates annual consumption, split by diameter
• 2007 GaAs epiwafer vendors market share
• 2007 GaAs RFIC market breakdown by application
• GaAs $ content in wireless LAN
• GaAs $ content in cell phones
• 2007 TOP20 GaAs RF device maker revenues
• Conclusions

Sapphire substrate market

• Introduction
• Main applications of sapphire-based devices
• Growth methods of sapphire substrates
• Sapphire substrates main manufacturers
• Sapphire vendors growth technique and products
• c-plan sapphire for Nitride LEDs
• Market segmentation
• LED market volume as a function of LED type
• LED market revenues as a function of LED type Based on packaged LEDs
• 2001-2012 GaN-LED market status and forecast for packaged LED devices
• Average retail price of a conventional packaged LED
• Estimated substrates volume for GaN-based LED production (SiC & Sapphire) 2005-2012
• 2007 sapphire substrate market for LED: price, units and diameter analysis
• 2005-2012 Sapphire substrate market volume for Nitride LED split by diameter
• 2005-2012 Sapphire substrate market size for Nitride LED split by diameter
• r-plan sapphire for Antenna Switch Module (ASM): SoS
• Comparison of cell-phone antenna switching module (ASM) technologies
• Antenna Switching Module (ASM) market data and main players
• 2005-2012 RF switch technology breakdown
• Main data of the SoS UltraCMOS® switch manufacturing process
• 2005-2012 sapphire substrate market size and volume for SoS applications
• 2005-2012 sapphire total market size in M$ and Msi
• Conclusions

SiC substrate market

• Introduction
• SiC-based devices market size and related market shares
• State-of-art in SiC crystal growth
• SiC material type vs. applications
• From powder to SiC epi-ready wafers. Sublimation (PVT) technique
• SiC crystal growth techniques comparison table
• Main SiC material manufacturing site locations Bulk or epi-foundry
• 2007 estimated SiC substrates monthly production
• Material polytypes, doping & orientation commercially available
• 2006 & 2007 SiC substrate vendors revenues & related market shares
• Key accounts of SiC material vendors 2007 status
• SiC epi-house and epi-service offers
• Wafers diameter evolution in production for Power Electronics
• Wafers diameter evolution in production for HB-LED
• Wafers diameter evolution in production for GaN/SiC RF devices
• 2004-2015 SiC row substrates price evolution for various material types
• Average $/mm² price for SiC row substrates
• Comparison SiC/Si for cost of raw substrate for a 1 Amp device
• Examples of current SiC wafer price
• SiC sublimation reactors yield
• SiC epitaxy: typical process time
• 2005-2012 forecasts for SiC substrates market in power electronics
• Estimation of the CREE captive SiC substrates market for LED
• Conclusion: Where and what to sell, epi or bulk?

GaN substrate market

• Introduction
• Main targeted applications of GaN devices
• 2005-2012 GaN substrate revenues in M$ for LED, Laser, RF & power electronics
• GaN growth techniques MOCVD general information
• GaN growth techniques MBE general information
• GaN growth techniques HVPE general information
• GaN growth techniques Advantages & Drawbacks
• GaN crystal growth techniques comparison table and main vendors
• Different substrates for GaN epitaxy "Direct growth or buffer approach"
• Different substrates for GaN epitaxy "Composite substrates: wafer bonding approach"
• Picogiga - SOITEC (F) SopSiC (Silicon on Poly-SiC) substrate
• Aonex Technologies (US) A-Sapph & A-GaN
• BluGlass GaN on Glass
• IMEC (B) GaN on Germanium. Ge (111)
• IMEC (B) GaN on Silicon
• AZZURO Semiconductors (D) GaN on Silicon
• Toshiba Ceramic "TOCERA" (J) GaN on Silicon (with 3C-SiC buffer layer)
• Nitronex (US) GaN on Silicon
• TDI (US) GaN/SiC and GaN/Sapphire
• Hitachi Cable (J) GaN/SI.I SiC and GaN/Sapphire
• Cermet (US) GaN on ZnO
• SOD: Silicon On Diamond Main advantages for GaN growth
• Group4 Lab (US) GaN/Diamond. Double wafer bonding approach
• sp3 Diamond Technology (US) DOS (Diamond on Si) & SOD
• GaN / Silicon epiwafer manufacturers 2007 status
• GaN/Sapphire & GaN/SiC epiwafer manufacturers 2007 status
• Bulk / free-standing GaN specifications: 2007 production status
• Bulk / free-standing GaN specifications: R&D status
• Non-polar & semi-polar GaN main interests
• Non-polar & semi-polar GaN substrates R&D status
• Bulk / free-standing GaN wafers Estimated monthly production capacity
• Examples of current GaN material pricing
• GaN substrates / applications matrix
• Tentative time-to-market for different substrates in different applications

Bulk & free-standing GaN substrate for blue laser diodes

• Introduction: Blue laser diodes status
• Targeted applications for GaN blue laser diodes
• Blue laser diodes market in game stations
• GaN-based laser diodes state-of-the-art
• Known supply-chain in the blue LD business
• 2007 Blue LD cost breakdown model From 2" bulk GaN wafer to packaged LD
• Blue LD manufacturing yield. Key critical steps are dicing, faceting and packaging
• 2005-2012 annual volumes for GaN blue laser diodes for various applications and related device revenues
• Estimated 2006 market share of Blue Laser Diode makers
• 2005-2012 annual volumes for 2" bulk GaN wafers for blue LD and related substrates revenues Hypothesis: 100% of blue LD are made on bulk GaN substrates...
• Future GaN laser applications: laser TV and projectors
• Conclusion on Blue Laser Diodes and Bulk GaN business

InP substrate market

• Introduction
• Main targeted applications of InP-based devices
• InP crystal growth flow chart
• InP material value-chain & ASP in 2007
• Application overview
• Main data of the InP device manufacturing process and ASP
• InP Optical Devices
• InP-based Optical Applications
• InP optical devices main players along the value chain
• Where InP-based devices can be found in a FO network?
• InP telecom lasers: optical fiber network structure
• InP telecom lasers: Metro and Access FO Networks
• State of the art of current network levels
• Challenges for InP devices in the telecom market
• Electron Devices
• InP electronic devices main players along the value chain
• InP HEMT and HBT technology
• High Speed InP IC applications
• 2005-2012 InP-based devices market size
• Main InP material vendors 2007 revenues and product breakdown
• 2007 InP material vendors market shares
• Usage of InP wafers and Substrates diameter breakdown
• 2005-2012 InP wafer market volume (Merchant & captive) split by diameter
• 2005-2012 InP wafer market size (Merchant & captive) split by diameter
• Conclusion: InP market will gain momentum thanks to heterogeneous integrated photonics

General conclusion and perspectives