Cambridge GaN Devices (CGD) presented papers and demonstrations on GaN power electronics at APEC 2023. The article covers strategic views on sustainability and technology analysis, alongside showcasing reference designs and ecosystem partnerships. This is a routine R&D and marketing update with no immediate impact on supply, demand, or pricing.
Infineon Technologies AG has agreed to acquire fabless GaN power semiconductor developer GaN Systems Inc for $830 million. This acquisition consolidates Infineon's position in the high-growth GaN power device market, which targets applications from consumer electronics to automotive. Watch: This major M&A could reshape the competitive landscape and future supply dynamics for GaN power components, but has no immediate direct price impact.
SweGaN AB is building a new headquarters and high-capacity GaN-on-SiC epitaxial wafer production facility in Linköping, Sweden. The expansion targets increased production for telecom, satellite, defense, and power electronics applications. Bearish: This capacity addition for a specialized, high-performance material could increase supply availability and exert downward pressure on premium GaN-on-SiC wafer pricing in the medium term.
IDTechEx forecasts a 15% CAGR for the global BEV market over the next decade, driving increased demand for power electronics. The article highlights a technology shift towards 800V architectures and silicon carbide (SiC) components to improve drive cycle efficiency. Neutral: This is a long-term, non-specific demand trend analysis with no immediate trading catalyst for specific components or manufacturers.
TRUMPF Photonic Components is showcasing its updated 25G and 56G VCSEL product portfolio and matching photodiodes at OFC 2023. This is a routine product portfolio update at a major industry trade show, highlighting advancements in high-speed optical components for datacom and sensing markets. Neutral: This is a standard product showcase with no immediate impact on supply, demand, or pricing for the broader semiconductor market.
The European research initiative PowerizeD, coordinated by Infineon Technologies, has officially launched with 62 partners from 13 countries. The project aims to advance intelligent power electronics through digitalization and AI integration over the next three years. Neutral: This is a long-term R&D effort with no immediate impact on component supply, pricing, or trading dynamics.
TRUMPF Photonic Components is industrializing high-volume production of InP-based SWIR VCSELs with wavelengths above 1300nm. This technology is targeted for under-OLED applications in smartphones and other high-volume markets. Neutral: This is a long-term R&D production milestone with no immediate impact on semiconductor supply, pricing, or trader inventory decisions.
TRUMPF Photonic Components has expanded its portfolio with a new polarization-stable multi-mode VCSEL aimed at improving illumination quality for 3D sensing applications. This development addresses the increasing demand for advanced VCSEL sources in consumer electronics, automotive, and industrial markets. Neutral: The product launch is a technology iteration with no immediate, quantifiable impact on VCSEL supply, demand, or pricing for traders.
TRUMPF Photonic Components and RSP Systems have partnered to miniaturize a non-invasive blood glucose sensor into a wrist-worn device using VCSEL and photodiode technology. This is an R&D milestone in the medical wearables sector, targeting the diabetes management market. Neutral: This is a long-term, niche application development with no immediate impact on semiconductor supply, demand, or pricing for traders.
SmartKem announced a technical milestone, creating the first monolithic micro-LED display using its organic thin-film transistor (OTFT) platform. This represents an early-stage R&D achievement in a potential future display technology. Neutral: This is a long-term R&D development with no immediate impact on component supply, demand, or pricing for traders.
Camtek Ltd. has received an $18 million multi-system order from a leading global compound semiconductor manufacturer. This indicates ongoing capital expenditure and capacity expansion in the advanced compound semiconductor sector, which is critical for power electronics and RF applications.
This is a bullish signal for semiconductor equipment suppliers like Camtek and suggests sustained, strong end-demand for compound semiconductors, though the direct impact on component pricing is indirect.
CVD Equipment Corporation received an additional order for ten PVT-150 systems for delivery in H1 2023, used to grow 150mm silicon carbide boules for power electronics wafers. This order signals continued capital expenditure (capex) investment in expanding SiC substrate manufacturing capacity, a key bottleneck for power semiconductors. Bullish: Increased equipment orders point to future SiC wafer supply growth, but near-term tightness in the substrate market may persist as new capacity ramps.
MICLEDI has demonstrated its first red AlInGaP micro-LEDs at CES 2023, completing its portfolio of RGB micro-LEDs for AR glasses. The fabless firm's technology is CMOS-compatible and arsenide-free, targeting optimized performance for display modules. Neutral: This is a long-term R&D milestone with no immediate impact on component supply, pricing, or trading dynamics for mainstream semiconductors.
Onsemi is showcasing three new 1700V EliteSiC devices, including a MOSFET and two Schottky diodes, at CES 2023. The launch targets energy infrastructure and industrial drive applications, highlighting the company's ongoing expansion of its SiC portfolio. Neutral: This is a standard product announcement with no immediate, quantifiable impact on supply, demand, or pricing for traders.
GaN Systems released its annual market predictions, citing a Yole Intelligence report forecasting the GaN power semiconductor market to reach $2 billion by 2027. The growth is expected to be driven by adoption in consumer electronics, automotive, and data centers. This is a long-term market outlook with no immediate, specific trading implications for supply, demand, or price.
Chicony Power has designed Texas Instruments' LMG2610 half-bridge GaN FET with integrated gate driver into its new 65W laptop power adapter, achieving a 50% size reduction and up to 94% efficiency. This represents a design win for TI's integrated GaN technology in the competitive laptop adapter market. Neutral: This is a specific product design win with no immediate, broad impact on GaN FET supply, demand, or pricing for traders.
Coherent Corp has signed an MoU with South Korean research institutes ETRI and KAIST to collaborate on advanced electronic and photonic devices for the Korean market. The partnership focuses on R&D and technology development, not immediate commercial production or supply chain changes. Neutral: This is a long-term R&D initiative with no direct impact on current component pricing, supply, or trader decisions.
EPC has launched two new 80V AEC-Q101-qualified GaN FETs, the EPC2204A (6mΩ, 125A pulsed) and EPC2218A (3.2mΩ, 231A pulsed), targeting automotive 48V-12V conversion, infotainment, and LiDAR systems. This expands the available portfolio of off-the-shelf GaN power devices for automotive designers seeking higher efficiency and smaller form factors compared to silicon MOSFETs. Neutral: This is a standard product launch that expands options but does not indicate a supply/demand shift or pricing pressure for existing components.
Zuken and CSA Catapult announced an R&D milestone in developing a design environment for compound semiconductor products, specifically power modules. This collaboration aims to streamline the design process for next-generation power electronics. Neutral: This is a long-term R&D development with no immediate impact on component supply, pricing, or trading decisions.
Richardson Electronics has entered a global distribution agreement with Gallium Semiconductor for its RF GaN products targeting 5G, aerospace & defense, and industrial markets. This expands the sales channel for Gallium Semiconductor's power amplifier solutions. Neutral: This partnership improves product availability but does not directly alter supply, demand, or pricing dynamics for RF GaN components.
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 |