sic & gan - technology & market knowledge update
TRANSCRIPT
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
GaN & SiCTechnology & Market knowledge updateby Alex Avron – [email protected]
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
The content
What has been going on recently in:
Knowledge update starting…1%
Applications
Market
Players, Capital & investment
Technologies
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
Gallium Nitride
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
Announced products with GaN Devices
Max 100W – 240V 5-30kW – 600V 3-30kW – 240V
No picture
avail
able
30W – 240V
US DoE project
?
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
Gallium Nitride power devices market estimation
GaN power market to 2020 draft estimation
$US 0M
$US 150M
$US 300M
$US 450M
$US 600M
2014 2015 2016 2017 2018 2019 2020
Point the Gap is currently working at updating its market estimation on GaN power devices markets. This will be available soon.
?
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
GaN power devices start-ups & heavy players
Heavy players
Start-ups
??
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
IP
IP
GaN power devices leaders and their finance ‘sources’
Canadian government
GaN business merger
Company acquired by…
Capital investment in ...
Capital investment in …
Capital investment in …
Capital investment in …
Staff
2nd source agreement
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
GaN power devices players: What and how?
8’’
6’’4’’
2’’GaN
GaN
GaN
Si
GaN
Si
GaN
Si
600V
650V
600V
600V
450V
600V
600V
Rated voltage
Device type
Cascode
Cascode
Cascode
Enhancement mode
Enhancement mode
Enhancement mode
Enhancement mode planned
Substrate
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
Silicon Carbide
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
Actual to Future products with SiC Switching devices
5-500kW – 600-1200V 30-90kW – 900V0.5-5MW - 1200V Auxiliary in test In test
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
Silicon Carbide power devices* market forecast
$US 0M
$US 250M
$US 500M
$US 750M
$US 1000M
2011 2013 2015 2017 2019
Yole - 2013IMS Research (IHS) - 2013
*Including switches and diodes
Point the Gap original estimations will be available soon
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
European SiC players: Foundry, Device, Consulting…
Catania, Italy
Villach, Austria
Erlangen, Germany
Scotland, UK
Belgium (Packaging)
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
US SiC players: Foundry, Device, Consulting…
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
Japan SiC players: Foundry, Device, Consulting…
‹#› www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
Silicon carbide switches availability
MO
SFET
JFET
BJT
R&D Limited availability Claimed public availability
‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services
Point the GapPresentation of the company
‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services
The idea: A tailor made market intelligence service
Gather your team to discuss competitive landscape…
…and put them on a learning curve about market
and technologies
…and identify your new market opportunities
Validate your products and projects in the competitive landscape…
Keep track of your competitors and competing technology…
…and anticipate and act knowing the landscape
‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services
What can we do? Market research
Market research:
Analysis of business models and strategies
Custom report tailored to your needs
Direct interviews with experts
Get the full picture of your market
« How can I know my strategy is right? »
Anticipate trends and evolutions
++
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‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services
What can we do? Marketing survey
Marketing survey:
Direct interviews with experts
Innovation marketing methodologies
Evaluate your innovations or technologies
« What are the markets for my technology? »
Build your strategy on facts and feedbacks from the field
+
=
‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services
What can we do? Annual Market intelligence service
towards quality delivery
by technology experts
on annual contract basis
Tech & market knowledge
The idea? Never fall behind on technological and market information:
Let us keep you up-to-date with the latest news about your area of expertise.
What is Annual Market Intelligence stream
about?
‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services
How we do it: Our expertise in action
Marketing survey
Market research
Conferences
Direct interviews
•Data mining software•Data graph tools•Design results
•Business model analysis• Innovation Marketing•Market analysis tools
Web & Data Mining
News
All tailored to your specific focus and needs using:
Step 2 Step 3 Results
How we do it:
Step 1Get to know you, your projects, your targets
Market intelligence
+ =
‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services
Our expertise: concerned fields
Wat
ts
Pass
ives
Pack
agin
g
Sem
i-con
duct
or
Kilo
wat
ts
Meg
awat
ts
Dis
cret
e &
m
odul
es
Conv
erte
rs
Si/S
iC/G
aN
From material,
through manufacturing,
passives and assembly,
and up to applications
Power electronics:
‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services
Who we are
Point the Gap is…
…initiated by Alex AVRON Eng. Electronics and semiconductor 4 years experience as Market and Technology analyst in Power semiconductors at Yole Competitive intelligence teacher in University
Readable material Business-oriented Technology expertise
…made of “communicating-business-technologists”:
‹#› www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services
SOCIAL MEDIA
www.pointthegap.com www.pointthepower.com
ADDRESS
WEB
TEL
61 Cours de la Liberté 69003 Lyon France
+33 (0) 6 14 77 22 95
Would you have any question, Let us know!