Navitas Semiconductor and J Rep are showcasing a hybrid GaN-SiC AI server power supply unit at Techno-Frontier 2024, highlighting solutions for industrial drives and consumer electronics.
Aixtron reported preliminary Q2 2024 order intake of approximately €176 million, driven predominantly by demand for equipment used in manufacturing silicon carbide (~58%) and gallium nitride (~29%) power electronics. This sustained high order level indicates continued strong capital investment in the SiC/GaN power semiconductor supply chain. Bullish: Strong equipment orders signal robust future production capacity expansion for SiC/GaN power devices, supporting long-term demand for these components.
SK keyfoundry is intensifying development of 650V GaN HEMT technology, aiming to complete development by year-end. This is part of the broader industry trend towards wide-bandgap semiconductors for power efficiency in applications like EVs and data centers. Neutral: This is a long-term R&D milestone with no immediate impact on supply, demand, or pricing of existing power components.
Riber S.A. received an order for an MBE 49 production system from an Asian industrial customer for delivery in 2025, intended to boost GaN optoelectronic component capacity. The system will support increased production for consumer fast chargers, power supplies, and automotive research. Bullish: This signals future supply expansion for GaN wafers/devices, potentially easing long-term constraints for power electronics, but the 2025 delivery date delays the impact.
Navitas Semiconductor's GaNFast power ICs have been selected for use in Lenovo's new Xiaoxin 105W and Legion C170W fast chargers. This represents a design win in the consumer electronics accessory market, specifically for GaN-based fast charging solutions. Neutral: This is a specific product adoption that may incrementally support long-term GaN demand but does not indicate an immediate supply shock or price movement for the broader component market.
Texas Instruments and Delta Electronics announced a long-term collaboration to develop next-generation EV on-board charging and power solutions through a joint lab in Taiwan. The partnership aims to optimize power density and performance for faster, more affordable EVs. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trader inventory decisions.
Teledyne e2v HiRel announced the launch of its TDLNA0840SEP, a space-enhanced plastic low-noise amplifier covering UHF to S-band (0.3-4GHz) frequencies. The product targets high-reliability space applications where ultra-low power consumption and a small footprint are critical. Neutral: This is a standard new product announcement for a niche, high-reliability market segment and is unlikely to cause immediate supply-demand shifts or price impacts for general electronic components.
Renesas Electronics has completed its acquisition of GaN power semiconductor specialist Transphorm. This move strengthens Renesas's portfolio in high-efficiency power solutions for automotive, industrial, and data center applications. Watch: The consolidation could tighten supply for high-performance GaN components and alter competitive dynamics in the power semiconductor market.
Omdia forecasts shipments of mini-LED backlight LCD TVs to reach 9.3 million units in 2025, surpassing OLED TV shipments of 7.5 million units for the first time. This projection indicates a shift in display technology adoption and manufacturing focus within the TV market. Neutral: This is a long-term market share forecast with no immediate, specific impact on component pricing or supply for traders.
onsemi plans to establish a $2 billion vertically integrated silicon carbide (SiC) manufacturing facility in the Czech Republic to meet demand from EVs, renewables, and AI data centers. This move represents a significant long-term capacity expansion for SiC power semiconductors. Bearish: This large-scale capacity addition, while addressing future demand, increases long-term supply potential, which could put downward pressure on SiC component pricing once online.
Hofer Powertrain and ETH Zurich have initiated a research project funded by INNOSUISSE to develop a multi-level traction inverter using GaN switches. The project aims to advance automotive power electronics technology. Neutral: This is a long-term R&D effort with no immediate impact on component supply, demand, or pricing.
Texas Instruments has launched a new 650V three-phase GaN Intelligent Power Module (IPM) targeting 250W motor drive applications. The product was unveiled at the PCIM Europe conference. This is a technology introduction with no immediate, direct impact on supply, demand, or pricing of existing electronic components.
EPC has launched the EPC2057, a 50V, 8.5mΩ GaN FET targeting high-power USB-C applications in consumer electronics, automotive, and eMobility. This is a routine product introduction aimed at capturing demand in fast-growing end markets. Neutral: This launch represents incremental technology advancement but does not signal a material shift in supply, demand, or pricing for GaN components.
TRUMPF is showcasing single-mode VCSEL solutions at Sensor+Test 2024. The products target consumer electronics, datacoms, and industrial sensing markets. Neutral: This is a product showcase without immediate supply or pricing impact.
Infineon has expanded its 650V CoolSiC MOSFET discrete portfolio with two new product families in Thin-TOLL 8x8 and TOLT packages, aimed at improving PCB space utilization and thermal performance. This is a standard product line extension targeting specific design requirements in power electronics. Neutral: This launch adds options but does not directly alter the supply-demand balance or pricing for existing SiC MOSFETs.
Navitas Semiconductor showcased GaN and SiC technology advancements for 800V supercharging and battery management at the China Innovation Summit on April 27. The event highlighted interest from OEMs like Voyah and Dongfeng in high-power digital power supplies.
GaN SiC功率半导体在800V快充领域的长期需求增长。
Yole Group forecasts the EV DC charging system market to reach $23.7 billion by 2029, driven by infrastructure expansion and replacement cycles. The transition from AC to DC charging infrastructure is expected to take 10-15 years, sustaining demand for both types of components. Neutral: This long-term market projection indicates sustained, gradual demand for power electronics but provides no immediate trading catalyst for specific components.
Virtual Forest has adopted Navitas' GaNFast power ICs for a 2250W solar-powered irrigation pump. This represents a new design win for GaN technology in the industrial/power sector. Neutral: This single design win is unlikely to materially shift aggregate demand or pricing for GaN components in the near term.
Riber S.A. reported FY2023 revenue of €39.3m, a 41% increase driven by systems revenue nearly doubling. This surge indicates strong demand for MBE equipment, a critical tool for producing advanced compound semiconductors used in power electronics and photonics.
Strong equipment sales signal robust underlying demand for compound semiconductor wafers, but the direct price impact on end components is indirect and lagged.
Teledyne e2v HiRel has launched the TDGM650LS60, a 650V GaN-based power module integrating an isolated driver. This is the first product in a new family targeting high-reliability markets like defense and space. Neutral: This is a standard product launch with no immediate, quantifiable impact on supply, demand, or pricing for existing components in the trading market.
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |