On March 2nd, German chip giant Infineon announced its acquisition of GaN power semiconductor manufacturer GaN Systems for $830 million.http://www.ic-bom.com/

Subsequently, in a media communication meeting, Infineon expressed its optimism about the development of the gallium nitride market, especially by 2030, the global use of gallium nitride will greatly exceed that of silicon carbide, and it will replace the application of silicon carbide in multiple fields. From this, it can be seen that the current gallium nitride market is only a 0-1 process and will continue to grow in the future, which is worth the industry‘s expectation.

Recently, Power Integrations (PI) announced that the company will release 900V PowiGaN gallium nitride (GaN) products for use in the automotive, industrial, and home appliance application markets.

It is understood that PI has previously launched 750V gallium nitride devices. In order to meet the growing power demand of electrical appliances, a new 900V gallium nitride device has been released, which also indicates that the performance and application range of gallium nitride have been further improved.

InnoSecco‘s business grew by 300% year-on-year in 2022, and the growth momentum was even more rapid in Q1 2023.http://www.ic-bom.com/

Recently, CCTV‘s second set of financial and economic programs once again focused on the dynamics of the consumer electronics market, introducing the application and popularization of gallium nitride materials. As a representative of the gallium nitride industry, InnoSecco also stated in an interview with CCTV Zhengdian Finance that as technology matures and costs further decrease, gallium nitride materials have become the "star technology" for consumer electronic chargers, and the popularity of fast charging has also driven the rapid development of the gallium nitride industry. In 2022, InnoSecco‘s business increased by 300% year-on-year.

In the first quarter of 2023, the shipment volume also exceeded 50 million pieces, with sales reaching 150 million, four times the same period last year. At the same time, relying on the advantages of the 8-inch silicon based gallium nitride IDM entire industry chain, the InnoSecco 40V/100V/150V low-voltage platform has also been comprehensively upgraded. Multiple series of products such as 40V bidirectional conduction products and 100V half bridge drive sealing products have been released, making sufficient preparations for its expansion in fields such as automobiles, data centers, industry, and new energy sources.

Gallium nitride consumer applications cover more scenarios and drive industry innovation

According to Yole‘s prediction, the market size of gallium nitride in the consumer sector will reach $964.7 million in 2027, with a compound annual growth rate of 52%, and the consumer industry will account for 48% of the entire industry. The consumer sector represented by fast charging remains the main driving force for the application of gallium nitride.

According to market data, the market that supports the rapid growth of gallium nitride is concentrated in the consumer sector, such as mobile phones, laptops, and electric vehicle fast charging. It is reported that InnoSecco has currently collaborated with leading mobile phone brands such as OPPO, vivo, Xiaomi, Lenovo, Honor, and Motorola, gradually introducing gallium nitride chargers as standard mobile phone chargers into the market, with high user acceptance.

Consumer e-commerce platforms such as Anke, Beisi, Lvlian, and Nubia have also launched fast charging products using InnoSecco gallium nitride chips, including the AllGaN technology based all gallium nitride fast charging products released by Anke in collaboration with InnoSecco and Nanxin, which have quickly become a trend; At the same time, the gallium nitride fast charging trademark equipped by electric two wheel vehicle manufacturers such as Yadi and Tailing has also rapidly increased in quantity; In 2022, OPPO and InnoSecco jointly introduced InnoSecco‘s 40V gallium nitride chip into the internal motherboard of mobile phones for the first time, achieving a breakthrough in the "zero" application of gallium nitride in mobile phones.

Applications such as data centers, automobiles, and new energy drive further upgrades of gallium nitride performance

In addition to the huge consumer electronics market, the data center, automotive electronics, and new energy fields have formed a demand trend for gallium nitride related devices driven by new technologies such as AI, communication, autonomous driving, and energy storage. Institutional analysis indicates that Infineon‘s acquisition of GaN Systems reflects the future development prospects of GaN in automotive, data center, industrial and other application fields. It is understood that leading domestic car companies have taken the lead in using InnoSecco gallium nitride in automotive LiDAR products and achieved mass production.

Data centers have long been flocking to gallium nitride. On the one hand, as PUE gradually becomes a mandatory indicator for the construction of new data centers and the renovation of old data centers, gallium nitride based server power supplies not only achieve higher power density, but also more easily achieve titanium level energy efficiency.

On the other hand, like the 48V automotive system, the data center power supply architecture is also facing a transformation. For cloud service providers, the volume advantage brought by 48V DC/DC converters will further reduce costs and increase efficiency for data centers.http://www.ic-bom.com/

At the exhibition in March this year, InnoSecco gave a comprehensive introduction to the full link gallium nitride data center solution and showcased a complete set of solutions designed using InnoGaN, including titanium grade 2KW PSUs, 48V-12V 600W/1000W power modules, etc. It was introduced that the full link gallium nitride solution can help reduce 50% of the losses in the data center power supply system.

With the continuous upgrading and iteration of gallium nitride technology, various manufacturers‘ gallium nitride products are gradually becoming more abundant, and the application requirements in new markets and fields also put forward higher requirements for the performance, production capacity, and cost of gallium nitride. Gallium nitride IDM enterprises represented by Infineon, InnoSecco, and Anshi Semiconductor may become the main suppliers. But Infineon, Anser Semiconductor, and others still remain at a 6-inch scale.

InnoSecco is the only 8-inch silicon based gallium nitride IDM manufacturer in the world, with a current production capacity of 10000 pieces per month. In contrast, its products have more obvious advantages in scale production and cost-effectiveness, integrating design, research and development, production, and sales, and can also achieve rapid product iteration, accelerating the construction of the gallium nitride industry ecosystem.

CCTV Report: Gallium Nitride New Material Helps Popularize Fast Charging

On March 23rd, CCTV‘s On Time Finance program once again focused on the dynamics of the consumer electronics market, interviewing Xiaomi Communication Technology Co., Ltd., InnoSecco (Shenzhen) Semiconductor Co., Ltd., and China Academy of Information and Communications Technology, a member unit of the Terminal Fast Charging Industry Association, to introduce the application and popularization of gallium nitride material, a core technology for mobile phone fast charging in China.

Xiaomi engineer Wang Yanteng stated that the proportion of fast charging products in all Xiaomi products has increased to 30% -40%, with most high-power fast charging using gallium nitride technology. The Xiaomi 300W gallium nitride fast charging solution currently being developed has the same volume as the released 210W charger.

At present, gallium nitride materials have become the key to the technological development of the fast charging industry, and the popularization of fast charging has also driven the rapid development of the gallium nitride industry. In an interview, InnoSecco (Shenzhen) Semiconductor Co., Ltd. mentioned that it is clear that there is an increasing demand for gallium nitride materials in the market.

Multiple well-known enterprises appear at professional exhibitions both domestically and internationally: APEC, ACE

In March of this year, the International Power Electronics Application Exhibition (APEC) and the Charging Expo Asia (ACE) were held almost simultaneously. Companies and organizations from all over the world will showcase new power electronics products and technologies on site, attracting high attention from the industry.

summary

At the beginning of 2023, there was a sprint, and gallium nitride advanced to accelerate. Gallium nitride devices have emerged in unprecedented product forms, and these new devices will be fully integrated into multiple application links such as home appliances, industry, data centers, new energy generation, energy storage, and automobiles. We believe that beautiful things are about to happen.http://www.ic-bom.com/