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From Technologies to Market
GaAs Wafer and Epiwafer Market:
RF, Photonics, LED and PV
Sample
July 2018
2
o Companies cited in this report 6
o Glossary 7
o Report objectives 9
o Executive summary 11
o GaAs applicative markets 40
o GaAs RF market 43
• Introduction
• Gaas RF applicative market overvieW
• RF Components overview
• GaAs material properties
• Applications of GaAs based RF devices
• GaAs RF device overview
• GaAs based RF devices
• Mobile handset market
• RF Power Amplifiers in Mobile Handset (RF PAs)
• WLAN market
• WiFi data rates, applications and technologies
• Main Wi-Fi / bluetooth architecture in Cell phones
• WLAN PA
• Wi-Fi connectivity generation forecast
• WLAN market
• RF power applications (handset PA and WLAN PA not included)
• Applications for RF Power devices
• Telecom Infrastructure
• Cellular network structure
• Defense
• GaAs in RF Power devices: market size forecast
• Others: RF Switches
• RF Switch Technologies
• GaAs RF supply chain and wafer market
• GaAs RF process technology comparison
• GaAs RF Foundry capacity estimate (6’’ wafer per year)
• Major GaAs foundry capacity evolution
• Global Industrial supply chain GaAs
• Summary
• GaAs substrate volume for RF applications (2017-2023)
• GaAs substrate market size for RF applications (m$)
• Conclusions
• GaAs Photonic market 104
• Introduction to GaAs photonic devices (EELs, SELs and VCSELs)
• Gaas Photonic applicative market overview
• Introduction to laser diodes
• From Photonic applications to materials
• GaAs based Photonic applications (as of 2018)
• GaAs Photonics in Smartphones
• GaAs Photonics in Smartphones (overview)
• What is Imaging?
• 3D imagers and sensors: case study 1
• 3D imagers and sensors: case study 2
• 3D imagers and sensors: case study 2
• 3D imagers and sensors: case study 2
• 3d Imaging and Sensing Market forecast
• Proximity Sensors
• Proximity sensor: case study
• Autofocus systems
• GaAs Photonics in Automotive Applications
TABLE OF CONTENTS (1/3)
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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• LIDAR
• BIG PICTURE OF LiDAR MARKET OPPORTUNITIES TIMELINE
• Lasers for Automotive LiDAR
• Automotive and Industrial LIDAR Shipment Forecast
• GaAs photonics in Industrial Applications
• Industrial Heating Systems
• Medical Devices
• Datacom/Telecom
• Legacy GaAs photonic applications
• GaAs Photonics wafer market
• 2018 VCSEL players analysis
• VCSEL Industry Landscape
• Summary
• GaAs substrate volume for photonic market (2017-2023)
• GaAs substrate market for photonic market (M$)
• GaAs substrate volume for Photonic Market by main applications (2017-2023)
• GaAs substrate volume by device types (2017-2023)
• Conclusions
o GaAs LED market 164
• Introduction
• GaAs led applicative market overview
• Light Emitting Diode
• GaAs based LEDs
• LED applications on GaAs substrate
• Applications of GaAs based ROY LEDs
• Display Applications
• Horticultural lighting applications
• Automotive lighting applications
• Infrared LED Applications
• Applications of GaAs based infrared LEDs
• IR LEDs used in smartphones
• IR LEDs used in automotives
• IR LEDs used in medical and wearable applications
• IR LEDs used for security applications
• IR LEDs used for ar/vr applications
• IR LEDs used in other applications
• GaAs LED supply chain and wafer market
• Summary
• GaAs ROY LED market (2017-2023)
• GaAs substrate market size for ROY LEDs (2017-2023)
• GaAs substrate volume for infrared LEDs (2017-2023)
• GaAs substrate market size for infrared LEDs (M$)
• Gaas substrate volume for LED applications (2017-2023)
• Conclusions
• GaAs PV market 200
• GaAs PV applicative market overview
• Introduction
• GaAs Based solar cells
• Gaas based Multijunction Solar Cells
• HCPV Applications
• High Concentration Photovoltaic (HCPV)
• HCPV market
• HCPV vs. Silicon solar cells
• Space solar cells
• Market size for PV applications (M$)
• Conclusions
TABLE OF CONTENTS (2/3)
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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• Emerging markets for very high efficiency solar cells
• Alternative approaches for light weight PV
• GaAs PV wafer market
• GaAs based Solar cell suppliers
• Summary
• GaAs Substrate volume for PV applications (Units)
• GaAs Substrate market size for PV applications (M$)
• Conclusions
o GaAs Wafer Technology & Market 223
• Crystal growth methods
• GaAs substrate growth evolution
• Crystal growth methods
• Wafer finishing
• GaAs substrate size evolution
• Semi-insulating and Semi-conductive GaAs
• Main Applications of GaAs based devices
• GaAs wafer growth : key parameter
• Substrate requirements (As of 2018)
• GaAs substrate suppliers
• GaAs Substrates Players Overview
• Estimated market share of GaAs wafer suppliers
• Focus on AXT
• Focus on Chinese suppliers
• Focus on Vital Materials
• GaAs wafer supplier development status
• GaAs Wafer ASP ($)
• GaAs Wafer ASP Erosion
• Total GaAs substrate volume in units
• GaAs substrate volume: 2017 vs. 2023
• Total GaAs substrate volume in Kunits (2017-2023)
• Total GaAs substrate market (M$)
• GaAs substrate market (M$) : 2017 vs 2023
• Total GaAs substrate Market (M$) (2017 vs 2023)
• GaAs Epiwafer Technology & Market 251
• Epitaxial GROWTH Methods
• Discussion About Epi business model
• Estimated Epiwafer Out sourcing Rate
• Methodology of Epiwafer market estimation
• Total GaAs epiwafer volume in units (2017-2023)
• GaAs epiwafer ASP ($)
• Total GaAs epiwafer market size (M$)
• Total GaAs epiwafer market evolution (2017-2023)
• Epiwafer players: target applications & technology
• Gaas Epiwafer players
• Estimated GaAs rRF epiwafer player market shares (open market)
• Estimated GaAs RF epiwafer shares (open market)
• Focus on GaAs Photonics epiwafer
• Focus on VCSEL epi on 6 inch wafer
• Photonic epiwafer market volume by device structure
• Focus on GaAs epiwafer for photonic applications
• Estimated GaAs Photonic epiwafer shares (open market)
• GaAs epiwafer Photonics market 2017 (6’’ equivalent)
• GaAs epiwafer Photonics market 2017 (4’’ equivalent)
• GaAs Photonic epiwafer open market
• GaAs epiwafer global Photonics market 2017-2023
• Focus on VCSEL Epi
• Can LED players succeed in Photonics market?
• Impact of Competition between VCSEL & LED
• Impact of Photonics applications on Epiwafer market
• Equipment Market
• MOCVD market estimation
• Aixtron stock price
• Discussions & Conclusions 284
• GaAs industry overview
• GaAs wafer market (2018 status)
• how mature is each Gaas application? (As of 2018)
• Conclusions and outlook (1/3)
• Entering A New Era
TABLE OF CONTENTS (3/3)
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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Biography & contact
ABOUT THE AUTHORS
Ezgi DOGMUS
Dr. Hong Lin has worked at Yole Développement as a Technology and Market Analyst since 2013, specializing in compound semiconductors and providing technical and economic analysis. Before joining Yole Développement, she worked as an R&D Engineer at Newstep Technologies, overseeing the development of cold cathodes made by plasma-enhanced chemical vapor deposition for nanotechnology-based visible and UV lamp applications. She holds a PhD in physics and chemistry of materials.
Email: lin@yole.fr
Dr. Ezgi Dogmus is Technology & Market Analyst at Power & Wireless division at Yole, contributing to thedevelopment of compound semiconductor activities with a dedicated collection of market & technologyreports as well as custom consulting projects. Prior Yole, Ezgi was deeply involved in the development of GaN-based solutions at IEMN (Lille, France). Ezgi also participated in numerous international conferences and hasauthored or co-authored more than 12 papers. Upon graduating from University of Augsburg (Germany) andGrenoble Institute of Technology (France), Ezgi received her PhD in Microelectronics at IEMN (France).
Email: dogmus@yole.fr
Hong LIN
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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COMPANIES CITED IN THIS REPORT
AXT, Alight Technologies, Alta Devices, AMS, Apple, APT Elctronics, Arima, Avago, AWSC, Broadcom,
Bridgelux, Changelight, China Crystal Technologies, CMK, Dowa, Epistar, Epitex, Finisar, Flir, Freiberger
Compound Materials, Fuji Xerix, GCS, HC Semitek, Hexawave, Hiwafer, Huntersun, II-VI Epiworks,
Inneas, IntelliEPI, IQE, Landmark, Lasertel, Lumentum, Lumileds, Masimo,, Mediatek, Microlink Devices,
Mitsubishi Chemical, Nichia, Optowell Korea, Osram, Philips Photonics, Qorvo, Qualcomm, RayCan,
RDA, Ricoh, Sanan IC, Santec, SCIOCS, Semiconductor Wafer Inc., Skyworks, Solaero, Sony, Sumitomo
Chemical Advanced Technologies, Sumitomo Electric, Thorlabs, Trilumina, True light Corp.,TT Electronics,
UMS, Vanchip, Vertilas, Vital Materials, VPEC, Win Semiconductor, Xiamen Powerway, Yunnan Germanium
and more.
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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GLOSSARY (1/2)
GPRS : General Packet Radio Service
GSM : Global System for Mobile Communications
HB: High band
HBT : Heterojunction Bipolar Transistor
HCPV: High concentrated photovoltaics
HD: High Definition
HE: High end
HEMT : High Electron Mobility Transistor
HEMT: high mobility mobility transistor
HSPA:High-Speed Packet Access
HVPE: Hydride Vapor Phase Epitaxy
IC : Integrated Circuit
IED: Improvised explosive device
InP: Indium Phosphide
IR: Infrared
LB: Low band
LDMOS : Laterally Depleted Metal Oxide Semiconductor
LE: Low end
LEC: Liquid Encapsulated Czochralski
LED: light emitting diode
LIDAR: Light detection and ranging
LNA : Low Noise Amplifier
LPE: Liquid Phase Epitaxy
LTE : Long-Term Evolution
LTE-A: Long-Term Evolution Advanced
LWIR: Long wave infrared
MB: Mid-band
MBE: Molecular Beam Epitaxy
Mbps: Megabytes per second
MCM : Multi-Chip Module
MEMS : Micro-Electro-Mechanical System
MESFET: metal semiconductor field effect transistor
AGR : Annual Growth Rate
ALS: Ambient Light Sensor
AR: Augmented Reality
ASP : Average Selling Price
BAW : Bulk Acoustic Wave
Bi-CMOS : Bipolar and CMOS process technology
BIFET: Bi-field effect transistor
BOM: Bill Of Materials
BP : Baseband Processor
BT : Bandwidth-Time product
BTS : Base Transceiver Station
CA : Carrier Aggregation
CC: Component Carrier
CDMA : Code Division Multiple Access
CdTe: cadmium Tellerium
CIGS: Cupper-Indium-Gallium-Selenium
CMOS: Complementary Metal-on silicon Oxide
Semiconductor
DBR: Distributed Bragg reflector
EDGE : Enhanced Data Rate for GSM Evolution
EEL: edge emitting laser
EPD: Etch pitch density
EW: Electronics warfare
FEM : Front-End Module FET : Field Effect Transistor
FIR: far infrared
FM : Frequency Modulation
F-P: Fabry Pérot
FTTH: Fiber to the home
GaAs: Gallium Arsenide
GaN: Gallium Nitride
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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GLOSSARY (2/2)
SI: Semi insulative
SiC: Silicon Carbide
SiGe: Silicon Germanium
SOI: Silicon-on-insulator
TC-SAW: Temperature-Controlled Surface Acoustic Wave
TCV: Thermal Coefficient of Velocity
TDD : Time Division Duplex
TDMA : Time Division Multiple Access
TD-SCDMA:Time Division Synchronous Code Division Multiple
Access
TOF: Time of flight
Tx : Transmit/Transmitter/Transmission
UHB: Ultra high band
UMTS:Universal Mobile Telecommunications System
VCSEL: verticaly cavity surface emitting laser
VED: Vacuum Electronic Devices
VGF: Vertical gradiaent freeze
VR: Virtual Reality
WCDMA: Wideband Code Division Multiple Access
WiMAX : Worldwide Interoperability for Microwave Access
WLAN: Wireless Local Area Network
MIMO: Multiple Input, Multiple Output
MMW : Millimeter Wave
MOCVD: Metallorganic Chemical Vapor Deposition
MODEM : Modulator/Demodulator
MQW: multiple quantum wells
MW : MicroWave
NIR: Near infrared
OCT: Optical coherence tomography
ODM : Original Design Manufacturer
OEM : Original Equipment Manufacturer
PA: power amplifier
PAE: Power added efficiency
PD: photodiode
PON: Passive optical network
PV : photovoltaic
RADAR : Radio Detection And Ranging
RAN: Radio Access Network
RAT: Radio Access Technologies
RFFE: RF Front-End
RGB: red green blue
ROI: Return on investment
ROY: Red-Orange-Yellow
SC: Semi conductive
SEL: surface emitting laser
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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Wafer Epiwafer Device ModuleEnd
Applications
REPORT OBJECTIVES (1/2)
Provide a clear understanding of the GaAs wafer and GaAs epiwafer market.
This report’s focus
RF
Photonics
LED
PV
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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REPORT OBJECTIVES (2/2)
Provide a clear understanding of the GaAs wafer and GaAs epiwafer market.
Analysis and description of the applicative markets:
• RF
• Photonique
• LED
• PV
Status of GaAs wafer growth and epi growth technology
• Technical description
Ecosystem identification and analysis:
• Determine market dynamics
• Key players by market and analysis
• Wafer and epi wafer Market size and market forecast in $M and Munits
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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EXCUTIVE MARKET – INTRODUCTION
• GaAs wafer market has been quiet in the last couple of years as the mobile handset market becomessaturate and the related GaAs RF PA market gives very limited growth.
• The situation has been changed as Apple introduce iPhone X with 3D sensing function using GaAsbased VCSELs.The event has attracted vast attention to GaAs again.
• Indeed, the photonics market, particularly driven by 3D sensing applications in the mobile phonemarket and the Lidar applications, will give new source of GaAs market growth in the next five years.
• But the GaAs market growth will not limited to the photonics applications, LED markets, driven by IRLED applications, automotive lighting, horticultural lighting and display applications will drive increasingvolume of GaAs wafers as well.
• Indeed, we are entering an new Era for GaAs wafer and epiwafer markets, shifting from GaAs RFdominating era to optoelectronic applications dominating era. Seeing the opportunities enabled by thenew era, the financial market is excited, the wafer suppliers and epiwafer suppliers are excited, theequipment suppliers are excited.
• Opportunities also bring challenges. Technically, the specification requirement is different and evolvingconstantly, The supply chain for new applications is under construction. Challengers are hoping tograsp market share from the leading suppliers.
• In this report, we invite you to discover with us what is happening and what is going to happen on thismarket full of opportunities.
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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GAAS INDUSTRY OVERVIEW
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Semi Conductive waferSemi Insulating wafer
GAAS WAFER MARKET (2018 STATUS)
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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TOTAL GAAS SUBSTRATE MARKET (M$)
Total GaAs wafer market is expected to be around XX by 2023 driven by photonics and ROY LED markets.
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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• What is the number of devices per application?
• What is the die size?
• What are the competitive technologies to GaAs?
• Yield?
Applicative markets
GaAsdevice
GaAswafer
METHODOLOGY OF MARKET ESTIMATION
What are the
market trends?
GaAs wafer GaAs epi
wafer
Top-down approach
Bottom-up approach
RF Photonics
LEDPV
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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APPLICATIONS OF GAAS BASED RF DEVICES
GaAs offersa wide range of RF applications owing to itshigh electron mobility and high power density.
• Handset PA
• Handset WLAN PAs• Non-handset WLAN PAs• WLAN Routers
• Defense• Data Broadcast• Wireless infrastructure
• RF Switch
RF
applications
on GaAs
substrate
Power
Amplifier
Others
Mobile
Handset
WLAN
RF Power
Applications
RF Switch
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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In the IR spectrum, GaAs based VCSELs and/or EELs are used for sensors and sources for short reach datacom/ telecom.
FROM PHOTONIC APPLICATIONS TO MATERIALS
Color Wavelength Active layer Substrate Applications
UVA/Blue/Green 375 to 510nm InAlGaN Sapphire, SiC, Si, GaN UV curing, general lighting, displays etc.
Yellow/Green 560 to 590nm GaP GaPIndicators, displays etc. Strong market potential if
efficiency can be increased to fill the green gap
Red/Orange/Yellow 580 to 640nm GaAsP GaP General lighting, displays etc.
Red/Orange/Yellow 565 to 660nm InGaAlP GaAs General lighting, displays etc.
Far red/IR 850 or 980 nm AlGaAs GaAs or AlGaAs2 Datacom applications
Far red/IR850 nm
940 nmGaAs/AlGaAs GaAs
3D Imaging & Sensing, proximity sensors ,
autofocus systems, optical mouse
IR 905 to 1200 nm GaAs GaAs Short distance communication, LIDAR
IR 1,050 to 1,060nm InGaAsP GaAs Optical telecommunication
IR 1,2 to 1,6µm InGaAsP InP Optical telecommunication
IR 1.6 to 2.4µm GaInAsSb/AlGaAsSb GaSb Medical and instrumentation
IR 2.5 to 5µm GaInAsSb/AlGaAsSb InAs Medical and instrumentation
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Overview
MEDICAL DEVICES
Different applications with different requirements at the device level.
Ophthalmic (laser vision
correction, cataract treatment,
glaucoma treatment)
Dermatology &
cosmetic (wrinkles,
tattoos, hair … removal)
Surgical (general surgery,
photodynamic therapy,
revascularization, cardiovascular
photoablation, laser saw, prostatic
treatment)
Dental (tooth decay, biopsy
or lesion removal, teeth
whitening)
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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AUTOMOTIVE LIGHTING APPLICATIONS
At a glance
As LED technology continues to improve and costs gradually decline, LED lights gain further automotive technology validation for replacing traditional technologies.
• In automotive ligthing, high-end LEDs are used since automotive qualificationstandards are stringent.
• Mid to high power GaAs Based ROY LEDs are mainly adopted in;
• interior lighting:
• Dashboards
• Ceiling lighting
• Personal and mirror lighting
• and exterior lighting:
• Taillight
• Brake lights
• Tail light strip
• Main drivers for LED integration in automotive are:
• Design flexibility (color saturation, size, weight).
• Long lifetime and fast response (enhanced safety).
• High efficiency/low energy consumption.
• Greater potential for new functionalities.
• Controllability (i.e. dimming, etc.).
• Health-friendly/eco-friendly.
• Main challenges:
• Xxx
• Xxx
• xxx
lighting signature of Renault Talisman (Left) and Megane (Right)
Source: Renault
Source: Hella - BMW X5
Taillight strip and brake lights having Red LEDs
Detailed information at Horticultural lighting: Technology Industry and Market Trends | 2017
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SEMI-INSULATING AND SEMI-CONDUCTIVE GAAS
In SI GaAs wafers, the substrate should be insulated from the epi transistor devices formed on the top.
SI wafers do not use any dopants in the melt. Resistive properties are controlled via the amount of Carbon in the GaAs melt.
SI GaAs is used primarily to build Radio Frequency (RF) circuits because of its low noise, high frequency, high electron mobility, high current and high heat capabilities.
Semi Insulating
(SI) GaAs
SC ingots are created by adding to the GaAs melt conductive dopants such as:
• Si
• Te
• Zn
SC GaAs is used in optoelectronic devices such as LEDs and lasers as well as the photovoltaic devices.
Semi Conductive
(SC) GaAs
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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MAIN APPLICATIONS OF GAAS BASED DEVICES
While for RF applications Si GaAs wafers are used, for optoelectronic applications SC wafers are preferred.
• VSCELs
• EELs
• Photo diodes
Light Emitting
Diodes
• ROY LEDs
• IR LEDs
Photovoltaics
• HCPV
• Space solar
cells
• Emerging PV
Radio Frequency
Electronics
• WLAN
• Mobile Handset
• RF Power
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GAAS SUBSTRATE SUPPLIERS
Classification by substrate type
A B C D E F G H I J K
Semi
conductive4" to 8" 2" to 6" 2" to 8" 2" to 4" 2" to 4" 2" to 6" 2" to 6" 2" to 6" 2" to 4" 2" to 4" 2" to 6"
Semi
insulative4" to 8" 2" to 6" 2" to 8" 2" to 4" 2" to 4" 2" to 6" 2" to 6" 2" to 6" 2" to 6" 2" to 4"
No
activity
VGF/VB
LEC
Dowa is a captive LED market and niche open market player
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Overview• MBE involves thermal evaporation of
atoms or molecules onto a substrate
in an Ultra High Vacuum (UHV),
typically around 10-10 to 10-11 Torr.
• Material sources include pure
elemental solid i.e. effusion cells (Ga,
In, Be or Si) or gas (As, P, O, N etc.).
• The temperature and the flux of the
atoms/molecules influence the
crystalline quality, the growth rate
and the layer composition.
MBE
• High purity material
• Lower growth temperature enabling better control over
the layer interfaces and thickness
• High flexibility for material development and growth study
• Lower safety risk
• In-situ control of crystal growth at the atomic level
Benefits
Key Players for reactor production
Drawbacks
• Expensive equipment and operation cost
• Not efficient for mass production due to low growth rate
• Low downtime period
• Ultra-high vacuum environment needed
• Veeco (USA)
• Riber (FRA)
MBE is preferred in R&D environment for material development.
It also enables mass production for niche markets.
EPITAXIAL GROWTH METHODS
Molecular Beam Epitaxy
Riber MBE 7000 system with load capacity of 70 6” wafers
or 140 4” wafers for GaAs based pHEMT and HBT devices
(Riber)
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FOCUS ON GAAS EPIWAFER FOR PHOTONIC APPLICATIONS
Discussion about outsourcing ratio
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AIXTRON’S STOCK PRICING
Yole’s understanding
Financial market has seen the potential of the MOCVD markets.
As the current leader of GaAs photonics MOCVDs suppliers, the stock price of Aixtron has seenimportant increase,similar to what happen for IQE.
Source: London Stock Exchange
AIXTRON SE AIXTRON ORD SHS
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ENTERING A NEW ERA
2023
2027
2017
LiDAR for Autonomous Individual Transport
• Personal vehicle (L4/L5)
RF dominate
Optoelectronic dominate
RF Market
dominate
$170M
GaAs wafer market size:
Optoelectronics –RF co-existe
$388MGaAs wafer market size:
Optoelectronics dominate
3D sensing handset
Handset PA
Display
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
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RELATED REPORTS
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018
As one of the most mature compound semiconductors, GaAs has been ubiquitous as the building block of power amplifiers in every mobile handset. In 2018, the GaAs RF business represents more than 50% of the GaAs wafer market. However, market growth has slowed down in the past couple years due to the handset market’s gradual saturation and shrinking die size. With the transition from 4G to 5G, Yole Développement expects GaAs to remain the mainstream technology for sub-6 GHz instead of CMOS, owing to GaAs’ high power and linearity performance as required by carrier aggregation and MIMO technology.
Since 2017, GaAs wafer has been particularly notable in photonics applications. When Apple introduced its new iPhone X with a 3D sensing function using GaAs-based lasers, it paved the way for a significant boost in the GaAs photonics market. Yole Développement (Yole) expects GaAs wafers for photonics applications to grow at a CAGR of 37%
from 2017 - 2023 (in units), reaching around $150M by 2023.
GaAs-based red-orange-yellow (ROY) and infrared LED applications have also caught our attention. Yole expects an impressive 21% CAGR from 2017 - 2023 (in units) for the total GaAs LED market, surpassing more than half of GaAs wafer volume by 2023.
In terms of the wafer and epiwafer businesses, each application requires a different size and quality when determining wafer and epiwafer prices. As a new entrant, photonics applications will impose new specification requirements compared to the well-established RF and LED wafer and epiwafers, creating significant ASP diversity.
This report provides an overview of the GaAs wafer and epi wafer market size and market forecast in four big applicative markets: RF, Photonics, LED, and PV. This report also outlines Yole Développement’s understanding of the technical description of GaAs wafer and epiwafer growth, and the main challenges.
GaAs WAFER AND EPIWAFER MARKET: RF, PHOTONICS, LED, AND PV APPLICATIONSMarket & Technology report - July 2018
AFTER FINDING SUCCESS IN THE GaAs RF MARKET, GaAs PHOTONICS IS NOW A RISING STAR
Photonics applications are driving the GaAs wafer and epiwafer market into a new era.
KEY FEATURES• Market size for GaAs wafer, up
to 2023 ($M and units), split by RF, photonics, LED, and PV applications
• Market size for GaAs epiwafer, up to 2023 ($M and units), split by RF and photonics applications (VCSEL, EELs, etc.)
• GaAs wafer and epiwafer ASP• Description of the industrial
landscape covering GaAs wafer suppliers and epiwafer suppliers
• Outline of RF, photonics, LED, and PV applications
• MOCVD market estimate
(Yole Développement, July 2018)
GaAs PHOTONICS: SMARTPHONES TODAY, AUTOMOTIVE TOMORROW?
Today the GaAs wafer and epiwafer markets are entering a new era, with optoelectronic taking the limelight from GaAs RF applications. Not too long ago, GaAs photonics was a relatively tiny market whose principal application was data centers. But ever since the introduction of a 3D
sensing function using GaAs-based VCSELs in Apple’s iPhone X, GaAs VCSEL has attracted huge attention. Indeed, three sensor modules based on GaAs VCSELs are used in the iPhone X for facial recognition: 1) proximity sensor for activity/human detection; 2) flood illuminator for face and
GaAs substrate volume (6 inch equivalent) – From 2017 to 2023
4
3
2
1
02017 2023
RF LED Photonics PV
Photonic CAGR: 37%
In M
uni
ts
GaAs WAFER AND EPIWAFER MARKET: RF, PHOTONICS, LED, AND PV APPLICATIONS
INDUSTRIAL PLAYERS ARE EMBRACING THIS NEW ERA
The GaAs photonics market’s remarkable growth potential will offer plenty of value chain opportunities for wafer, epiwafer, and MOCVD equipment suppliers, as well as for investors.
In terms of GaAs wafer supply, Sumitomo Electric, Freiberger Compound Materials, and AXT lead the market with about 95% of market share collectively. And since new laser applications have very high specification requirements for GaAs wafer that are constantly evolving, Yole analysts’ expect the top players to maintain their technical advantage for at least another 3 - 5 years. Meanwhile, Chinese GaAs wafer suppliers like Vital Materials, which have grabbed part of the LED market from the leading suppliers, are expected to increase their share thanks to LED markets.
For GaAs epiwafer production, there are different business models. The GaAs LED market is principally vertically integrated, with very well-established IDMs like Osram, San’an, Epistar, and Changelight. On the other hand, GaAs RF businesses outsource significantly from well-established epihouses. Over the last number of years, the GaAs RF epi business has gone through many consolidations, resulting in four major actors today: IQE, VPEC, Sumitomo Chemicals (including Sumitomo Chemical Advanced Technologies and SCIOCS), and IntelliEPI.
Regarding the GaAs photonics market, the epi business is still applications-dependent. The GaAs datacom market is mostly epi-integrated, with dominant IDMs like Finisar, Avago, and II-VI. For 3D sensing in smartphones, epi outsourcing is significant.
eye detection in daytime or night; and 3) dot projector for facial recognition. With the potential adoption of this technology by Android platforms, Yole analysts’ expect the GaAs wafer market segment to grow at a remarkable 58% CAGR from 2017 - 2023.
Moreover, the GaAs photonics market is not limited to VCSEL applications. LiDAR is a key technology allowing the creation of a 3D map of surroundings for autonomous vehicles and robotics. This emerging application uses high power and large-size, GaAs-based edge-emitting laser (EEL) devices, which will represent an incredible boost for the GaAs photonics wafer market.
Along with the GaAs photonics wafer market’s remarkable growth, ROY and infrared LEDs on GaAs substrate are expected to evince strong growth potential. Large display, automotive, and horticultural lighting applications are main drivers for red LEDs, posting a CAGR 2017 - 2023 of 21% (in $M) for the ROY GaAs wafer market. Similarly, GaAs-based IRLEDs used in medical sensors for blood pressure and blood sugar, as well as proximity sensors for gesture recognition in smartphones and automotive, are growing market segments.
Yole invites you to read its analysis and detailed description of each market segment, along with an overview of technology trends and ecosystem identification.
Evolution of the GaAs industry, from 2017 to 2027By market segment
(Yole Développement, July 2018)
GaAs industry – 2017 overview*
(Yole Développement, July 2018)
2
2023
2027
2017
LiDAR for Autonomous Individual Transport
Personal vehicle (L4/L5)
RF dominate
Optoelectronic dominate
RF Market dominate
$170M
GaAs wafer market size: Optoelectronics –RF co-existe
$388MGaAs wafer market size: Optoelectronics dominate
3D sensing handset
Handset PA
Display
GaAs substrate suppliers
GaAs epiwafers suppliers
RF: Epi+device supplier
RF: Device suppliers
Photonics: Epi+device suppliers
Photonics: Device suppliers
LEDs: Epi+device suppliers
PV: Epi+device suppliers
Photonic
LEDsPV
RF
*Non-exhaustive list of companiesNote: The area in the figure is not representiveof the size of the applicative market..
MARKET & TECHNOLOGY REPORT
COMPANIES CITED IN THE REPORT (non exhaustive list)AXT, Alight Technologies, Alta Devices, AMS, Apple, APT Elctronics, Arima, Avago, AWSC, Broadcom, Bridgelux, Changelight, China Crystal Technologies, CMK, Dowa, Epistar, Epitex, Finisar, Flir, Freiberger Compound Materials, Fuji Xerix, GCS, HC Semitek, Hexawave, Hiwafer, Huntersun, II-VI Epiworks, Inneas, IntelliEPI, IQE, Landmark, Lasertel, Lumentum, Lumileds, Masimo,, Mediatek, Microlink Devices, Mitsubishi Chemical, Nichia, Optowell Korea, Osram, Philips Photonics, Qorvo, Qualcomm, RayCan, RDA, Ricoh, Sanan IC, Santec, SCIOCS, Semiconductor Wafer Inc., Skyworks, Solaero, Sony, Sumitomo Chemical Advanced Technologies, Sumitomo Electric, Thorlabs, Trilumina, True light Corp.,TT Electronics, UMS, Vanchip, Vertilas, Vital Materials, VPEC, Win Semiconductor, Xiamen Powerway, Yunnan Germanium and more.
Executive summary 11
GaAs RF market 43
> GaAs RF applicative market overview> GaAs RF supply chain and wafer market> GaAs substrate volume for RF applications
(2017 - 2023)> GaAs substrate market size for RF applications ($m)
GaAs photonics market 104
> GaAs photonics applicative market - overview> GaAs substrate volume for the photonics market
(2017 - 2023)> GaAs substrate market for the photonics market ($M)
GaAs LED market 164
> GaAs LED applicative market - overview> GaAs substrate market size for LEDs ($M)> GaAs substrate volume for LED applications
(2017 - 2023)
GaAs PV market 200
> GaAs PV applicative market - overview> GaAs substrate volume for PV applications (units)> GaAs substrate market size for PV applications ($M)
GaAs wafer technology & market 223
> GaAs substrate - growth evolution> GaAs wafer suppliers - estimated market share> Total GaAs substrate volume in Kunits
(2017 - 2023)> Total GaAs substrate market ($M) (2017 vs. 2023)
GaAs epiwafer technology & market 251
> Discussion concerning the epi business model> Total GaAs epiwafer volume, in units (2017 - 2023)> Total GaAs epiwafer market size ($M)> GaAs RF epiwafer players - estimated market
share (open market) > Estimated GaAs RF epiwafer share (open market)> Estimated GaAs photonics epiwafer shares (open
market)> Focus on VCSEL epi> Can LED players succeed in the photonics market? > Impact of photonics applications on the epiwafer
market> MOCVD market estimate
Discussions & conclusions 284
> GaAs industry overview
TABLE OF CONTENTS (complete content on i-Micronews.com)
OBJECTIVES OF THE REPORTDetermination of GaAs wafer and epiwafer market dynamics:• Technical description of GaAs wafer growth and epi growth technology• Wafer and epi wafer market size and market forecast, in $M and Munits• Ecosystemidentificationandanalysis• Key players, by market• Main technical challengesAnalysis and description of the markets and technologies involved:• Technical market segmentation focused on four big applicative markets: RF, Photonics, LED, PV• Market trends and forecast• Technology trends • Major players worldwide
AUTHORSAs a Technology & Market Analyst, Compound Semiconductors, Dr. Ezgi Dogmus is member of the Power & Wireless division at Yole Développement (Yole). She is daily contributing to the development of these activities with a dedicated collection of market & technology reports as well as custom consulting projects. Prior Yole, Ezgi was deeply involved in the development of GaN-based solutions at IEMN (Lille, France). Ezgi also participated in numerous international conferences and has authored or co-authored more than 12 papers.Upon graduating from University of Augsburg (Germany) and Grenoble Institute of Technology (France), Ezgi received her PhD in Microelectronics at IEMN (France).
Find more details about
this report here:
Dr. Hong Lin works at Yole Développement (Yole), as a Technology and Market Analyst, Compound Semiconductors within the Power & Wireless division since 2013. She is specialized in compound semiconductors and provides technical and economic analysis. Before joining Yole Développement, she worked as R&D engineer at Newstep Technologies. She was in charge of the development of cold cathodes by PECVD for visible and UV lamp applications based on nanotechnologies. She holds a Ph.D in Physics and Chemistry of materials.
In 2017, Apple’s supplier Lumentum used IQE as its VCSEL epi supplier. This resulted in an almost 10x increase in IQE’s stock price. Other leading GaAs epihouses are in qualification or ramping up. Yole expects the photonic epiwafer market to behave similar to the GaAs RF epiwafer market.
This report provides an overview of the GaAs industrial landscape, covering the value chain from wafer and epitaxy to device. Also, this report outlines Yole Développement’s understanding of the market’s current dynamics and future evolution.
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OUR 2018 REPORTS COLLECTION (1/4)
MEMS & SENSORS
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of the MEMS Industry 2018 – Update
− Silicon Photonics 2018 – Update
− Consumer Biometrics: Hardware & Software 2018 – Update
− Inkjet Functional and Additive Manufacturing for Electronics 2018
− Fingerprint Sensor Applications and Technologies – Consumer Market Focus 2017
− Sensors and Sensing Modules for Smart Homes and Buildings 2017
− Acoustic MEMS and Audio Solutions 2017
− MEMS & Sensors for Automotive Market & Technology Trends 2017
− High End Inertial Sensors 2017
− Magnetic Sensor 2017
o REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT– by System Plus Consulting
− Piezo MEMS 2018 *
o PATENT ANALYSES – by KnowMade
− MEMS Microphone – Patent Landscape Analysis
− Knowles MEMS Microphones in Apple iPhone 7 Plus – Patent-to-Product
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o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade
− MEMS Pressure Sensor 2018 – Market & Technology Report
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− Gas & Particles 2018 – Market & Technology Report
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− LiDARs for Automotive and Industrial Applications 2018 – Market & Technology Report
− LiDAR for Automotive 2018 – Patent Landscape Analysis
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RF DEVICES AND TECHNOLOGIES
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Wireless technologies (Radar, V2X) for Automotive 2018
− RF Standards and Technologies for Connected Objects 2018
− RF & Photonic Components & Technologies for 5G Infrastructure 2018
o REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT– by System Plus Consulting
− Automotive Radar Comparison 2018
o PATENT ANALYSES – by KnowMade
− RF Acoustic Wave Filters 2017 – Patent Landscape Analysis
o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade
− 5G impact on RF Front End Modules and Connectivity for Cellphones 2018 – Market
& Technology Report – Update
− RF Front-End Module Comparison 2018 – Structure, Process & Cost Report
− RF Front End Modules for Cellphones 2018 – Patent Landscape Analysis
− Advanced RF System-in-Package for Cellphones 2018 – Market & Technology Report – Update*
− Advanced RF SiPs for Cell Phones Comparison 2017 – Structure, Process
& Cost Report
− RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023 Market & Technology Report – Update
− RF GaN Comparison 2018* – Structure, Process & Cost Report
− RF GaN 2018 – Patent Landscape Analysis
SOFTWAREo MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Consumer Biometrics: Sensors & Software 2018 – Update
− Processing Hardware and Software for AI 2018 - Vol. 1 & 2
− From Image Processing to Deep Learning, Introduction to Hardware and Software
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OUR 2018 REPORTS COLLECTION (2/4)
IMAGING & OPTOELECTRONICS
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of the Compact Camera Module and Wafer Level Optics
− Industry 2018 – Update
− 3D Imaging and Sensing 2018 – Update
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o PATENT ANALYSES – by KnowMade
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− Status of Advanced Packaging Industry 2018 – Update
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OUR 2018 REPORTS COLLECTION (3/4)MEMORY
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Emerging Non Volatile Memory 2018 – Update
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o REVERSE ENGINEERING & COSTING REVIEW – by System Plus Consulting
− DRAM Technology & Cost Review 2018
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o PATENT ANALYSES – by KnowMade
− 3D Non-Volatile Memories – Patent Landscape
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o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of Compound Semiconductor Industry 2018*
− GaAs Materials, Devices and Applications 2018
− InP Materials, Devices and Applications 2018
− Bulk GaN Substrate Market 2017
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− SiC Transistor Comparison 2018 – Structure, Process & Cost Report
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− GaN-on-Silicon Transistor Comparison 2018 – Structure, Process & Cost Report
− Status of the GaN IP – Patent Watch 2018 & Patent Activity 2017
− RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023
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o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of Power Electronics Industry 2018 – Update
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− Li-ion Battery Packs for Automotive and Stationary Storage Applications 2018 –Update
o PATENT ANALYSES – by KnowMade
− Status of the Battery Patents – Patent Watch 2018 & Patent Activity 2017
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− Solid State Electrolyte Battery 2018 – Market & Technology Report
− Solid-State Batteries 2018 – Patent Landscape Analysis
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OUR 2018 REPORTS COLLECTION (4/4)
SOLID STATE LIGHTING
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− IR LEDs and Lasers 2018: Technology, Industry and Market Trends – Update
− Automotive Lighting 2018: Technology, Industry and Market Trends – Update
− UV LEDs 2018: Technology, Industry and Market Trends – Update
− LiFi: Technology, Industry and Market Trends
− LED Lighting Module Technology, Industry and Market Trends 2017
− CSP LED Lighting Modules
− Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays
− Horticultural Lighting 2017
o LINKED REPORTS – by Yole Développement and System Plus Consulting
− VCSELs 2018: Technology, Industry and Market Trends – Market & Technology Report
− VCSELs Comparison 2018 – Structure, Process & Cost Report
DISPLAYS
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Quantum Dots and Wide Color Gamut Display Technologies 2018 – Update
− Displays and Optical Vision Systems for VR/AR/MR 2018
− MicroLED Displays 2018 – Market & Technology Report – Update
o PATENT ANALYSES – by KnowMade
− MicroLED Display – Patent Landscape Analysis
MEDTECH
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− BioMEMS & Non Invasive Emerging Biosensors: Microsystems for Medical
− Applications 2018 – Update
− Point-of-Need Testing Application of Microfluidic Technologies 2018 – Update
− Neurotechnologies and Brain Computer Interface 2018
− CRISPR-Cas9 Technology: From Lab to Industries 2018
− Ultrasound technologies for Medical, Industrial and Consumer 2018
− Inkjet Functional and Additive Manufacturing for Electronics 2018
− Liquid Biopsy: from Isolation to Downstream Applications 2018
− Chinese Microfluidics Industry 2018
− Scientific Cameras for the Life Sciences & Analytical Instrumentation
Laboratory Markets 2018*
− Artificial Organ Technology and Market 2017
− Connected Medical Devices Market and Business Models 2017
− Status of the Microfluidics Industry 2017
− Organs-On-Chips 2017
− Solid-State Medical Imaging 2017
− Medical Robotics Market & Technology Analysis 2017
o PATENT ANALYSES – by KnowMade
− Microfluidic IC Cooling – Patent Landscape
− Circulating Tumor Cell Isolation – Patent Landscape
− OCT Medical Imaging – Patent Landscape
− Pumps for Microfluidic Devices – Patent Landscape 2017
− Microfluidic Technologies for Diagnostic Applications – Patent Landscape 2017
− FLUIDIGM – Patent Portfolio Analysis 2017
− Consumer Physics SCiO Molecular Sensor – Patent-to-Product Mapping 2017
o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade
− Organs-On-Chips 2017 – Market & Technology Report
− Organ-on-a-Chip – Patent Landscape Analysis
Update : 2017 version still available / *To be confirmed
14©2018 | www.yole.fr | About Yole Développement
OUR 2017 PUBLISHED REPORTS LIST (3/3)
OUR PARTNERS’ REPORTS
PATENT ANALYSES – by KnowMade
− Wireless Charging Patent Landscape Analysis
− RF Acoustic Wave Filters Patent Landscape Analysis
− NMC Lithium-Ion Batteries Patent Landscape Analysis
− Pumps for Microfluidic Devices Patent Landscape
− III-N Patent Watch
− FLUIDIGM Patent Portfolio Analysis
− Knowles MEMS Microphones in Apple iPhone 7 Plus Patent-to-Product Mapping 2017
− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping
− Patent Licensing Companies in the Semiconductor Market - Patent Litigation Risk and Potential Targets
− Microfluidic Technologies for Diagnostic Applications Patent Landscape
TEARDOWN & REVERSE COSTING – by System Plus Consulting
More than 60 teardowns and reverse costing analysis and cost simulation tools published in 2017
MORE INFORMATION
o All the published reports from theYole Group of Companies are available on our website www.i-Micronews.com.
o Ask for our Bundle Subscription offers: With our bundle offer, you choose the number of reports you are interested in and select the related offer. You then haveup
to 12 months to select the required reports from the Yole Développement, System Plus Consulting and KnowMade offering. Pay once and receive the reports
automatically (multi-user format). Contact your sales team according to your location (see the last slide).
15©2018 | www.yole.fr | About Yole Développement
MICRONEWS MEDIA
o About Micronews Media
To meet the growing demand for market,
technological and business information,
Micronews Media integrates several tools able
to reach each individual contact within its
network.We will ensure you benefit from this.
ON L I N E ON S I T E I N PE R S ON
@Micronews e-newsletter
i-Micronews.com
i-Micronewsjp.com
FreeFullPDF.com
Events Webcasts
Unique, cost-effective ways
to reach global audiences.
Online display advertising
campaigns are great strategies
for improving your
product/brand visibility. They
are also an efficient way to
adapt with the demands of the
times and to evolve an effective
marketing plan and strategy.
Brand visibility, networking
opportunities
Today's technology makes it
easy for us to communicate
regularly, quickly, and
inexpensively – but when
understanding each other is
critical, there is no substitute
for meeting in-person.Events
are the best way to exchange
ideas with your customers,
partners, prospects while
increasing your brand/product
visibility.
Targeted audience
involvement equals clear,
concise perception of your
company’s message.
Webcasts are a smart,
innovative way of
communicating to a wider
targeted audience. Webcasts
create very useful, dynamic
reference material for
attendees and also for
absentees, thanks to the
recording technology.
Benefit from the i-Micronews.com
traffic generated by the 11,200+
monthly unique visitors, the
10,500+ weekly readers of
@Micronew se-newsletter
Several key events planned for
2018 on different topics to
attract 120 attendees on average
Gain new leads for your business
from an average of 340
registrants per webcast
Contact: Camille Veyrier (veyrier@yole.fr), Marketing & Communication Project Manager
16©2018 | www.yole.fr | About Yole Développement
CONTACT INFORMATION
o CONSULTING AND SPECIFIC ANALYSIS, REPORT
BUSINESS
• North America:
• Steve LaFerriere, Senior Sales Director for Western US &
Canada
Email: laferriere@yole.fr – + 1 310 600-8267
• Troy Blanchette, Senior Sales Director for Eastern US &
Canada
Email: troy.blanchette@yole.fr – +1 704 859-0453
• Japan & Rest of Asia:
• Takashi Onozawa, General Manager, Asia Business
Development (Korea, Singapore, India & ROA)
Email: onozawa@yole.fr - +81 34405-9204
• Miho Othake, Account Manager (Japan)
Email: ohtake@yole.fr - +81 3 4405 9204
• Itsuyo Oshiba, Account Manager (Japan)
Email: oshiba@yole.fr - +81-80-3577-3042
• Greater China: Mavis Wang, Director of Greater China Business
Development
Email: wang@yole.fr - +886 979 336 809
• Europe: Lizzie Levenez, EMEA Business Development Manager
Email: levenez@yole.fr - +49 15 123 544 182
• RoW: Jean-Christophe Eloy, CEO & President, Yole Développement
Email eloy@yole.fr - +33 4 72 83 01 80
o FINANCIAL SERVICES (in partnershipwith Woodside
Capital Partners)
• Jean-Christophe Eloy, CEO & President
Email: eloy@yole.fr - +33 4 72 83 01 80
• Ivan Donaldson, VP of Financial Market Development
Email: ivan.donaldson@yole.fr - +1 208 850 3914
o GENERAL
• Public Relations: leroy@yole.fr - +33 4 72 83 01 89
• Email: info@yole.fr - +33 4 72 83 01 80
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