Table of Contents
Executive summary
Latest noteworthy news
- Sensitivity to dislocation density in the active layer for various nitride
devices. Roadmap to 2015
- Time-to-market for different GaN substrates in various applications
Blue laser diodes market
- Blue laser diodes market requirements and current status
- Targeted applications for GaN blue laser diodes
- Blue laser diodes market in game stations
- 2005-2015 annual volumes for GaN blue laser diodes for various
applications and related device revenues
- GaN-based laser diodes state-of-the-art
- Recent developments of non-polar based blue LD
- Non-polar R&D program at DARPA: VIGIL
- US DoE: SSL Core Technology and Product Development Funding Opportunities
(Round 5)
- Known supply-chain in the blue LD business
- 2008 Blue LD cost breakdown model
- From 2" bulk GaN wafer to packaged LD
- From 2" ELO GaN wafer to packaged LD
- Blue LD manufacturing yield
- 2005-2015 annual volume of 2" substrates (split by free-standing and
ELO-GaN) for blue LD and related revenues
- Data processing details for 2005-2015 substrates calculation
- 2008 substrate usage volume per company, split by type (FS / ELO)
- Estimated 2008 market share of Blue Laser Diode makers
- Conclusion
Ultra-High Brightness Nitride LED market
- Number of lumens for various applications. time-to-market for
mass-production
- Market segmentation
- LED market volume as a function of LED type
- LED market revenues as a function of LED type
- LED market volume as a function of LED type
- LED market revenues as a function of LED type
- 2001-2012 GaN-LED market. status and forecast for packaged LED devices
- Projection of the General Illumination business
- Worldwide Lighting Estimates
- Evolution of GaN-based white LEDs needs for general lighting
- Market estimation for White-LEDs for general illumination
- Wafer needs for general illumination (2" equivalent wafers, million units)
- GaN-based UHB LED market in volume to 2015
- Market volume and size of bulk-GaN substrates for UHB LEDs to 2015
- Current status of the LED performance and related technologies: How bulk
GaN can help enhancing performance...?
- Main manufacturing steps and related options for GaN-based LED
- Main manufacturing steps and related options for GaN-based LED
- Examples of current LED companies process flow-chart (in production or R&D)
- LED: lateral or vertical structures - Impact of substrate choice on
packaged LED final cost
- Global LED efficiency is the ratio of the final luminous output power over
the wall-plug input power
- Internal QE has now reached ~73% for low power LED (I=20mA)...
- ... but this value significantly drops as the current increases !
- How is the input power dissipated?v1.1 Watt HB-LED generates 3/4
- Average LED optical output power vs. heat generation at different current
levels
- Extraction efficiency (nextr.) is strongly linked to the die size....
- How to improve white LED efficiency?vDifferent options to optimize LED
performance
- Expected efficiency gains for the future generation of white power-LEDs
- Influence of selected improvements on the four key efficiency parameters
- The perfect white LED would include...
- Conclusion
Power Electronics: How bulk-GaN could take market shares over SiC?
- Possible applications for GaN devices in power electronics
- GaN vs. SiC SWOT analysis
- Top-20 power electronics company revenues
- Market projection for GaN devices in various applications 2005-2015
- Relative market shares of GaN applications to 2015
- Main applications accessible to SiC and GaN Specs / market data of current
silicon devices
- Focus on Power Factor Corrector Market A target for both SiC and GaN
- *PFC market main metrics
- *GaN main added-value in PFC circuits
- *PFC efficiency comparison as a function of junction T° and Schottky
diode type (Si, SiC and GaN)
- *TOP 15 OEM power supply manufacturers and related involvement in SiC &
GaN
- *GaN device main market requirements for PFC applications
- *Sales projection for HEV to 2015 in million units
- *2 key power modules: DC-DC boost converter and DC-AC inverter
- *The TOP 5 key requirements for power transistors in HEV (according to
Toyota)
- *Added value analysis of GaN electronics for HEV: fuel consumption and
money savings
- *HEV inverter module cost breakdown
- *Silicon vs. GaN HEV inverter cost breakdown
- Inverters for solar panels
- *Annual production of solar cells in GW, breakdown by technology
- *Volume and market of PV inverters split by type 2005-2019
- *Market size of (IGBT + diode) packs for PV split by 2005-2019
- *Device market for PV inverters. % of GaN market penetration and related
size
- Market volume and size of bulk-GaN substrates for power electronics to 2015
- Conclusion
Recent GaN power device developments
- Matsushita MEI / Panasonic GaN high-voltage "Natural Super Junction"diode
- Example of AlGaN/GaN HEMT by Toyota R&D Lab (J)
- Example of 5" GaN-on-Si FET by Sanken Electric (J)
- Hong Kong University of Science & Technology (HKUST) GaN-on-Si integrated
diode + transistor
- International Rectifier GaNpowIR"! technology platform
- Total Accessible Market for GaN-based power devices in volume. Will be
shared by SiC and GaN !
- *FS GaN and ELO GaN market status
- Recent known funding in GaN material development
- 2 options for blue laser substrates: Free-standing vs. ELO GaN
- Bulk / free-standing GaN specifications: 2008 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
- Tentative roadmap of non or semi-polar GaN substrate size to 2020
- Bulk / free-standing GaN wafers Estimated monthly production capacity
- Overall FS GaN and ELO GaN market volume in various applications to 2015
- Overall FS GaN and ELO GaN market size in various applications to 2015
Conclusion on free-standing and ELO substrates business
General conclusion
Annexes
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