‹#›www.pointthegap.com - 2014 | Power electronics and semiconductor competitive intelligence services
GaN & SiC

Technology & Market knowledge update

by Alex Avron – alex@pointthegap.com
‹#›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
available
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 - 2013
IMS 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
MOSFETJFETBJT R&D Limited availability Claimed public availability
‹#›www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services
Point the Gap

Presentation 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
++
=
‹#›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 1
Get to know you, your projects, your targets
Market
intelligence
+ =
‹#›www.pointthegap.com - 2015 | Power electronics and semiconductor competitive intelligence services
Our expertise: concerned fields
Watts
Passives
Packaging
Semi-conductor
Kilowatts
Megawatts
Discrete&
modules
Converters
Si/SiC/GaN
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
MAIL
www.pointthegap.com
www.pointthepower.com
ADDRESS
WEB
TEL
61 Cours de la Liberté
69003 Lyon
France
alex@pointthegap.com
+33 (0) 6 14 77 22 95
Would you have any question,
Let us know!

SiC & GaN - Technology & market knowledge update

  • 1.
    ‹#›www.pointthegap.com - 2014| Power electronics and semiconductor competitive intelligence services GaN & SiC
 Technology & Market knowledge update
 by Alex Avron – alex@pointthegap.com
  • 2.
    ‹#›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
  • 3.
    ‹#›www.pointthegap.com - 2014| Power electronics and semiconductor competitive intelligence services Gallium Nitride
  • 4.
    ‹#›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 available 30W – 240V US DoE project ?
  • 5.
    ‹#›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. ?
  • 6.
    ‹#›www.pointthegap.com - 2014| Power electronics and semiconductor competitive intelligence services GaN power devices start-ups & heavy players Heavy players Start-ups ??
  • 7.
    ‹#›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
  • 8.
    ‹#›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
  • 9.
    ‹#›www.pointthegap.com - 2014| Power electronics and semiconductor competitive intelligence services Silicon Carbide
  • 10.
    ‹#›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
  • 11.
    ‹#›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 - 2013 IMS Research (IHS) - 2013 *Including switches and diodes Point the Gap original estimations will be available soon
  • 12.
    ‹#›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)
  • 13.
    ‹#›www.pointthegap.com - 2014| Power electronics and semiconductor competitive intelligence services US SiC players: Foundry, Device, Consulting…
  • 14.
    ‹#›www.pointthegap.com - 2014| Power electronics and semiconductor competitive intelligence services Japan SiC players: Foundry, Device, Consulting…
  • 15.
    ‹#›www.pointthegap.com - 2014| Power electronics and semiconductor competitive intelligence services Silicon carbide switches availability MOSFETJFETBJT R&D Limited availability Claimed public availability
  • 16.
    ‹#›www.pointthegap.com - 2015| Power electronics and semiconductor competitive intelligence services Point the Gap
 Presentation of the company
  • 17.
    ‹#›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
  • 18.
    ‹#›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 ++ =
  • 19.
    ‹#›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 + =
  • 20.
    ‹#›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?
  • 21.
    ‹#›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 1 Get to know you, your projects, your targets Market intelligence + =
  • 22.
    ‹#›www.pointthegap.com - 2015| Power electronics and semiconductor competitive intelligence services Our expertise: concerned fields Watts Passives Packaging Semi-conductor Kilowatts Megawatts Discrete& modules Converters Si/SiC/GaN From material, through manufacturing, passives and assembly, and up to applications Power electronics:
  • 23.
    ‹#›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”:
  • 24.
    ‹#›www.pointthegap.com - 2015| Power electronics and semiconductor competitive intelligence services SOCIAL MEDIA MAIL www.pointthegap.com www.pointthepower.com ADDRESS WEB TEL 61 Cours de la Liberté 69003 Lyon France alex@pointthegap.com +33 (0) 6 14 77 22 95 Would you have any question, Let us know!