23 March 2020
Power GaN device market grows 16% in Q4/2019
The gallium nitride (GaN) power industry has been driven by demand from the consumer fast-charger market, with a lot of announcements being made by leading OEMs, including Oppo, Xiaomi and REALme, notes Yole Développement in its ‘Compound Semiconductor Quarterly Market Monitor’.
The adoption of GaN by Oppo in fourth-quarter 2019 marks the first milestone for volume production of power GaN devices. Since then numerous smartphone OEMs, such as Samsung, Xiaomi and Realme have integrated power GaN devices in their accessory or inbox fast chargers, the market research firm adds.
In the light of recent GaN adoption in consumer fast-charger applications, the power GaN device market is estimated to have grown 16% quarter-to-quarter in fourth-quarter 2019.
“This is only the beginning of the power GaN market’s emergence,” says technology & market analyst Ezgi Dogmus. “GaN has taken an important leap in its challenging course and is expected to also enter other major OEMs such as Apple and Huawei fast chargers. In this context, 2020 and 2021 are important years to watch for further market acceptance and the speed of GaN-based high-power changers’ proliferation.”
GaN and SiC power business: What’s next?
The beginning of 2020 shows that this year will be the year of GaN, reckons Yole. But, in parallel, silicon carbide (SiC) is continuing its emergence. Driven mainly by electric vehicles and hybrid electric vehicles (EVs/HEVs), EV charging infrastructure and industrial power supply applications, Yole expects SiC power discrete and modules to play a key role in the coming years. Power SiC market revenue is expected to grow at more than 13% year-to-year to exceed $3bn by 2025.