Electronics and Sensors Frost Radar™: GaNtronics, 2020

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RELEASE DATE
21-Dec-2020
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Global
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Frost Radar

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D9D4-01-00-00-00
SKU
ES01173-GL-TR_25074
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Frost Radar™: GaNtronics, 2020
Published on: 21-Dec-2020 | SKU: ES01173-GL-TR_25074

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Silicon (Si) has been the dominant semiconductor material used in today’s electronics. Starting from smartphones to high frequency industrial drives used in manufacturing, silicon plays a vital role. But, the material is reaching a level of saturation owing to its limitations of operability at high temperature, high frequency, and high voltage. Hence, the semiconductor industry has been in the constant lookout for an alternative for silicon that can go the extra mile in delivering optimized performance.
Compound semiconductors, which typically comprise of a combination of various compounds from group 3 and group 5 of the periodic table have emerged in the semiconductor industry as they cater to few core areas such as high power electronics (HPE), photonics, and high-speed communication wherein silicon couldn’t create an impact. Gallium nitride (GaN) has been identified as a key semiconductor material for high power and high-frequency applications.
GaN has been the chosen material for fabrication of light-emitting diodes (LEDs) that have revolutionized the lighting industry by replacing incandescent lamps. However, GaN’s entry into the semiconductor industry is bogged down by few limitations such as manufacturing complexity and lack of compatibility with CMOS (complementary metal oxide semiconductor) fabrication and towering equipment cost, which significantly increases the price of a GaN component in comparison to silicon. Henceforth, the electronics industry is yet to observe a large scale implementation of GaN.
Frost & Sullivan estimates a high growth trend in GaNtronics technology will be driven by the emergence of 5G, electric vehicles (EVs), and microLEDs. This has pushed the global semiconductor OEMs (original equipment manufacturers) and ODMs (original design manufacturers) to venture into GaNtronics.
Although GaN has to achieve manufacturing maturity in comparison to silicon, substrate technologies such as GaN-on-Si, GaN-on-SiC (silicon carbide), GaN-on-diamond, and GaN-on-GaN are gaining traction in order to achieve rapid commercialization. Moreover, emerging trends such as circuit miniaturization and clean energy are driving innovations in GaNtronics.One of the key factors that will determine the growth of GaNtronics is the formation of a global collaborative supply chain similar to silicon in order to realize cost reduction, performance optimization, and product development. This will ensure volume production and will determine GaN’s ability to achieve price-to-performance ratio similar to that of silicon.

Strategic Imperative

Strategic Imperative (continued)

Growth Environment

The Growth Environment (Continued)

Frost Radar™: GaNtronics

Frost Radar™

Frost Radar™

Frost Radar™

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Aledia, France

Exagan, France

GaN Systems Inc., Canada

Infineon Technologies AG, Germany

Navitas Semiconductor Inc., US

NXP Semiconductors N.V., Netherlands

Plessey Semiconductors Ltd., UK

Qorvo Inc. US

Soraa Inc., US

Transphorm Inc. US

VisIC Technologies Ltd., Israel

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Frost Radar™: Benchmarking Future Growth Potential

Frost Radar™: Benchmarking Future Growth Potential

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Frost Radar™: Benchmarking Future Growth Potential 2 Major Indices, 10 Analytical Ingredients, 1 Platform

Growth Index

Growth Index (GI) is a measure of a company’s growth performance and track record, along with its ability to develop and execute a fully aligned growth strategy and vision; a robust growth pipeline system; and effective market, competitor, and end-user focused sales and marketing strategies.

  • Market Share (previous 3 years)
    This is a comparison of a company’s market share relative to its competitors in a given market space for the previous 3 years.
  • Revenue Growth (previous 3 years)
    This is a look at a company’s revenue growth rate for the previous 3 years in the market/industry/category that forms the context for the given Frost Radar™.
  • Growth Pipeline
    This is an evaluation of the strength and leverage of a company’s growth pipeline system to continuously capture, analyze, and prioritize its universe of growth opportunities.
  • Vision and Strategy
    This is an assessment of how well a company’s growth strategy is aligned with its vision. Are the investments that a company is making in new products and markets consistent with the stated vision?
  • Sales and Marketing
    This is a measure of the effectiveness of a company’s sales and marketing efforts in helping it drive demand and achieve its growth objectives.

Innovation Index

Innovation Index (II) is a measure of a company’s ability to develop products/ services/ solutions (with a clear understanding of disruptive Mega Trends) that are globally applicable, are able to evolve and expand to serve multiple markets and are aligned to customers’ changing needs.

  • INNOVATION SCALABILITY
    This determines whether an organization’s innovations are globally scalable and applicable in both developing and mature markets, and also in adjacent and non-adjacent industry verticals.
  • RESEARCH AND DEVELOPMENT
    This is a measure of the efficacy of a company’s R&D strategy, as determined by the size of its R&D investment and how it feeds the innovation pipeline.
  • PRODUCT PORTFOLIO
    This is a measure of a company’s product portfolio, focusing on the relative contribution of new products to its annual revenue.
  • MEGATRENDS LEVERAGE
    This is an assessment of a company’s proactive leverage of evolving, long-term opportunities and new business models, as the foundation of its innovation pipeline.
  • CUSTOMER ALIGNMENT
    This evaluates the applicability of a company’s products/services/solutions to current and potential customers, as well as how its innovation strategy is influenced by evolving customer needs.

Significance of Being on the Frost Radar™

Companies plotted on the Frost RadarTM are the leaders in the industry for growth, innovation, or both. They are instrumental in advancing the industry into the future.

  • GROWTH POTENTIAL
    Your organization has significant future growth potential, which makes it a Company to Action.
  • BEST PRACTICES
    Your organization is well positioned to shape Growth Pipeline™ best practices in your industry.
  • COMPETITIVE INTENSITY
    Your organization is one of the key drivers of competitive intensity in the growth environment.
  • CUSTOMER VALUE
    Your organization has demonstrated the ability to significantly enhance its customer value proposition.
  • PARTNER POTENTIAL
    Your organization is top of mind for customers, investors, value chain partners, and future talent as a significant value provider.

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Impacting your company's future growth potential.

Silicon (Si) has been the dominant semiconductor material used in todays electronics. Starting from smartphones to high frequency industrial drives used in manufacturing, silicon plays a vital role. But, the material is reaching a level of saturation owing to its limitations of operability at high temperature, high frequency, and high voltage. Hence, the semiconductor industry has been in the constant lookout for an alternative for silicon that can go the extra mile in delivering optimized performance. Compound semiconductors, which typically comprise of a combination of various compounds from group 3 and group 5 of the periodic table have emerged in the semiconductor industry as they cater to few core areas such as high power electronics (HPE), photonics, and high-speed communication wherein silicon couldnt create an impact. Gallium nitride (GaN) has been identified as a key semiconductor material for high power and high-frequency applications. GaN has been the chosen material for fabrication of light-emitting diodes (LEDs) that have revolutionized the lighting industry by replacing incandescent lamps. However, GaNs entry into the semiconductor industry is bogged down by few limitations such as manufacturing complexity and lack of compatibility with CMOS (complementary metal oxide semiconductor) fabrication and towering equipment cost, which significantly increases the price of a GaN component in comparison to silicon. Henceforth, the electronics industry is yet to observe a large scale implementation of GaN. Frost & Sullivan estimates a high growth trend in GaNtronics technology will be driven by the emergence of 5G, electric vehicles (EVs), and microLEDs. This has pushed the global semiconductor OEMs (original equipment manufacturers) and ODMs (original design manufacturers) to venture into GaNtronics. Although GaN has to achieve manufacturing maturity in comparison to silicon, substrate technologies such as GaN-on-Si, GaN-on-SiC (silicon carbide), GaN-on-diamond, and GaN-on-GaN are gaining traction in order to achieve rapid commercialization. Moreover, emerging trends such as circuit miniaturization and clean energy are driving innovations in GaNtronics.One of the key factors that will determine the growth of GaNtronics is the formation of a global collaborative supply chain similar to silicon in order to realize cost reduction, performance optimization, and product development. This will ensure volume production and will determine GaNs ability to achieve price-to-performance ratio similar to that of silicon.
More Information
Deliverable Type Frost Radar
No Index No
Podcast No
Author Sushrutha Katta Sadashiva
Industries Electronics and Sensors
WIP Number D9D4-01-00-00-00
Is Prebook No

Frost Radar™: GaNtronics, 2020

$4,950.00

Special Price $3,712.50 save 25 %

In stock
SKU
ES01173-GL-TR_25074