compound semiconductors: from rocket science to mass ......2021/06/09 · compound semiconductors...

From Technologies to Market

Compound Semiconductors Industry:from Rocket Science to

Mass Market

CoInnovateCS 2021

Ezgi DOGMUS, PhD

June 9th , 2021

GLOBAL TECHNOLOGY ROADMAP

1750 1870 1950 2000 2025

Industry

AutonomousElectrification

Sharing

Personal

assistant

Smart ambianceAugmented human

Robotics

Big data Robots

Solar Wind

Biofuel

Renewable

CoInnovateCS | ezgi.dogmus@yole.fr | June 9th, 2021

Connectivity

Sensing

Power Electronics

Compound

COMPOUND SEMICONDUCTORS ARE EVERYWHERE!

Photonics

Display &

Ligthing

Sensing

Electronics

Connectivity

Compound

COMPOUND SEMICONDUCTORS ARE EVERYWHERE! – TODAY’S FOCUS

3D Sensing for consumerLIDAR

EV/HEV Fast chargersCharging

InfrastructureDatacom

Telecom Infra.Cellphone FE

V2XIndustrial applications

COMPOUND SEMICONDUCTOR WAFER MARKET VOLUME EVOLUTION

For Connectivity, Power, Sensing in 6” equivalent

Very strong growth is expected in overall Compound Semi wafer market !

20191.4 Mu

20253.2 Mu

CAGR19-25 15%

Connectivity (RF) GaAs

CAGR19-25 5%

Power SiC

CAGR19-25 24%

GaAs Sensing

CAGR19-25 17%

Power GaN

CAGR19-25 50%

InP Connectivity

CAGR19-25 15%

Connectivity(RF) GaN

CAGR19-25 29%

Compound Semiconductors in Sensing Applications

GAASVCSELS: IMPORTANT MILESTONES

Extended range enables new applications

Increasing the sensing range enables new applications.

2016Proximity sensorRange: 10-30cm

2017iPhone X

Front 3D cameraRange: up to 1m

iPhone 7

Rear 3D cameraRange: 2-3m

Oppo RX17 Pro

2020 iPad Pro

Rear LiDARRange: 5-8m

Front side – User-

related applications

World-facing –

photography and AR

applications

Used for

computational

photography

Used for

augmented

reality

Gesture

recognition

AEB: Autonomous emergency braking

DMS: Driver Monitoring System

AQM: Air Quality Monitoring

SENSING IN AUTOMOTIVE SEGMENT

GaAs EEL and VCSEL based systems

GaAs photonic systems enable autonomous, safer, more comfortable and connected vehicles.

Occupancy

sensors

Driver

monitoring

EXTERIOR INTERIOR

Gas sensor

Autonomous Emergency

Braking (AEB)Rain sensor

GaAs IN TRANSITION

Personal vehicle (L4/L5)

RF dominates

Optoelectronics dominatesWafer Market $200M

Epiwafer Market $262M

Wafer Market $348M

Epiwafer Market $428MOptoelectronics

dominates

3D sensing

handset

Handset PA

DisplayHandset PA

3D sensing

handset

Industrial

manufacturing

Co-existence

RF dominates

Display

What about GaAs

Sensing % in 2025?

20% of total wafer market

40% of the total open

epiwafer market

Source: Yole Report 2020

GaAs Wafer and Epiwafer Market Version 2020

RF, Photonics, LED, Display and PV Applications CoInnovateCS | ezgi.dogmus@yole.fr | June 9th, 2021

Compound Semiconductors in Connectivity

CONNECTIVITY IN A NUTSHELL

Compound semiconductors in Connectivity

Source ETSI, 2018

Consumer

Telecom

Infrastructure

Datacenters

Automotive

CELLULAR NETWORK STRUCTURE

: GaN devices’ target markets

Source: 5G's impact on RF Front-End for Telecom Infrastructure 2021

: GaAs devices’ target markets

Legacy 2G/3G/4G5G

introduction5G coverage 5G capacity

5G HANDSET PA EVOLUTION

Technology platform choice for PA

SOI? GaAs?

< 1.5 GHz

< 2 GHz

< 3 GHz

< 6 GHz

> 6 GHz

: GaN devices’ target markets

CMOS CMOS CMOS CMOSCMOS

or GaAs

or GaAsCMOS

or GaAs

GaAs GaAs GaAsGaAs? GaAs?

GaAs? GaAs?

or GaAs

Source: GaN RF Market: Applications, Players, Technology and Substrates 2020

GaN RF DEVICE MARKET EVOLUTION

5G Telecom

DefenseDefense

Telecom

Co-existence

SatCom

LTE/5G

Telecom

Co-existence

$2.4BSatcom

Defense

Handset

RF GAAS DEVICE MARKET FORECAST (2019-2026)

Breakdown by applications

RF GaAs market is mainly driven by mobile & consumer, large share in telecom infrastructure.

Source: Compound Semiconductor Quarterly Market Monitor Q1-2021

Compound Semiconductors in Power Industry

POWER ELECTRONICS: MARKET TRENDS

Our world is transitioning to portable and storable electricity

This impacts every major industry sector, including mobility and energy industries and leads to growing needs for charging infrastructure.

Non-exhaustive overview. Illustrative images only.

Past Present Future

Energy

generation,

distribution

and storage

• Centralized

• Fossil energy + hydro

• No storage

• Centralized / distributed

• Fossil energy / hydro / renewable

• With storage (hydro / batteries)

• Toward distributed and

Internet of Energy (where

“all is interconnected”)

• Growing share of PV and

• With storage (hydro /

batteries)

Device

supply type

ElectricMechanic

Thermal engine (ICE) E-motorHybrid (ICE + E-motor) / e-motor

Device

supplyCord Cordless

181818

POWER DEVICE POSITIONING AS A FUNCTION OF POWER AND FREQUENCY

) Si GTO/IGCT

GaN HEMT

Planar

Bipolar

Operating frequency (Hz)

104 106105

AC adaptersPower

supplies for

servers

EV/HEV

Switching

supplies

equipment

RailGrid Wind

Si IGBT/IPM

appliances

Si MOSFET

Competition zone Si/SiC/GaN

NEED FOR SPEED: GaN-BASED FAST CHARGERS

GaN POWER DEVICE MARKET FORECAST BY SEGMENT

Source: GaN Power 2021 Epitaxy, Devices, Applications and Technology Trends

SiC ADOPTION BY xEV – MAIN INVERTER FOCUS

Tesla effect and 800V effect

Although each OEM has its own strategy for SiC, the adoption of SiC by Tesla has significantly improved the confidence with SiC technology and to some extent accelerated SiC’s adoption.

800V batteries adoption is also accelerating the penetration of SiC.

Level of interest & confidence with SiC

SiC in

inverter

in Tesla

Toyota

demos SiC prototype

Interesting

but too

costly!

SiC isn’t

mature

enough!

SiC in

inverter for

battery

And more to come!

POWER SIC: LONG-TERM EVOLUTION

Roadmap for Power SiC devices

Looking into the future, automotive and high-power electronic applications will drive the Power SiCmarket.

SiC device

market

revenues

supply

High power applications

device PV

EV/HEV

20302010 20202000

Charging

Infrastructure

*SiC device includes discrete

diodes, transistors and modules.

Yole’s analysis on leading players’ SiC device ranking in 2019

Conclusion

242424

COMPOUND SEMICONDUCTORS WAFER VOLUME EVOLUTION

Questions from the industry in 6” equivalent

• What about scalability? Transition to 6” or 8”?

• What about the substrate and epitaxy quality?

• Outsource or internalize?

• Is it the technology reliable? What about

standardization?

• What about integration? Hybrid or Monolithic?

• How to deal with the thermal management?

• Is the supply chain ready? Multi-sourcing?

• Is it cost-efficient?

AND VARIOUS REPORTS FROM YOLE GROUP OF COMPANIES

COMPOUND SEMICONDUCTOR MONITOR SERVICE

Yole Développement tracks the GaN, SiC, GaAs, InP

semiconductors on a quarterly basis through “The Compound

Semiconductor Monitor Service” launched in 2019. This service

offering direct access to the analyst, includes:

• Module 1: Power SiC and GaN

• Module II: RF GaN and GaAs

• Module III: GaAs and InP Optoelectronics

Optoelectronics

Power SiC

Power GaN

RF GaN

RF GaAs

ANY QUESTIONS?

Thank you!

Any questions?

Ezgi DOGMUS, PhD

ezgi.dogmus@yole.fr

Team Lead Analyst

Compound Semiconductors & Emerging Substrates

Power & Wireless Division

compound semiconductors: from rocket science to mass ......2021/06/09 · compound semiconductors...

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