Reportlinker.com

Reportlinker.com

August 12, 2008 11:01 ET

Learn about the CS Materials' 08

LONDON, UNITED KINGDOM--(Marketwire - Aug. 12, 2008) - Reportlinker.com announces that a new market research report related to the Components and Semiconductors industry is available in its catalogue.

http://www.reportlinker.com/p091880/CS-Materials-08.html

With Compound Semiconductor materials activity soon totalling a billion dollars, both equipment manufacturers and material suppliers asked Yole experts to provide an overview of the CS market and highlight the respective dynamics for the different materials.

Indeed, for more than 20 years, silicon pure players have been looking at those "strange" semiconductor materials made of a compound of 2 or more metals, wondering if it could be, one day, a threat for their existing business. Material makers are seeking new business opportunities outside of silicon and equipment suppliers are open to adapt their know-how and expand their product portfolio.

Silicon largely dominates the semiconductor business as the reference material. However, specific applications such as optoelectronics, RF or power electronics require material properties that cannot be offered by silicon. GaN, GaAs, InP, SiC and Sapphire substrates now account for only 0.6% of the 8,630 million square inches annually processed in semicon fabs. However, that small portion of processed area is compensated by a higher merchant price leading to a $800M market size in 2007, reaching the billion dollar threshold by 2009- 2010.

- GaAs has been the leading material in volume thanks to the wireless technology demand, but SiC and sapphire are now benefiting from the booming LED business.

- Bulk GaN is becoming the winning choice for blue laser diode makers.

- InP is still in the race expecting a strong rebound of the optical fibre demand.

This new report offers a unique panorama of the compound semi material business in a single package. It highlights the main metrics and the key market trends that will help material and equipment vendors to position their R&D efforts and anticipate the changes and forecasted evolution of their business.

Please note: this is delivered as PowerPoint file of 170+ slides (electronic pdf file).


Glossary 


Executive summary 


CS material substrate applications segmentation 


2005-2012 annual consumption of CS materials in surface area
 (Million Inch2) 


Evolution of CS materials consumption over silicon 


Relative evolution of processed surface for various CS materials 


CS materials bulk substrate market size in M$ 


What can create disruptions in the next 5 years? 


CS materials risk analysis: Today status and possible evolutions 


2007 bulk CS wafers average market price 


GaAs substrate market 


Introduction 


Main targeted applications of GaAs-based devices 


Key advantages of GaAs-based devices 


S.I. vs. S.C. GaAs applications 


Growth methods of GaAs substrates 


GaAs substrate vendors growth technique and products 


2007 estimation of GaAs bulk substrate vendors market shares 


2005-2012 SC + SI GaAs substrates consumption in Msi 


GaAs substrates SI + SC market size 


2005-2012 SI GaAs substrates annual consumption, split by diameter 


2007 GaAs epiwafer vendors market share 


2007 GaAs RFIC market breakdown by application 


GaAs $ content in wireless LAN 


GaAs $ content in cell phones 


2007 TOP20 GaAs RF device maker revenues 


Conclusions 


Sapphire substrate market 


Introduction 


Main applications of sapphire-based devices 


Growth methods of sapphire substrates 


Sapphire substrates main manufacturers 


Sapphire vendors growth technique and products 


c-plan sapphire for Nitride LEDs 




- Market segmentation 


- LED market volume as a function of LED type 


- LED market revenues as a function of LED typeBased on packaged LEDs 


- 2001-2012 GaN-LED market status and forecast for packaged LED devices 


- Average retail price of a conventional packaged LED 


- Estimated substrates volume for GaN-based LED production (SiC & Sapphire) 


2005-2012 


- 007 sapphire substrate market for LED: price, units and diameter analysis 


-2005-2012 Sapphire substrate market volume for Nitride LED split by
 diameter 


-2005-2012 Sapphire substrate market size for Nitride LED split by diameter



r-plan sapphire for Antenna Switch Module (ASM): SoS 




- Comparison of cell-phone antenna switching module (ASM) technologies 


- Antenna Switching Module (ASM) market data and main players 


- 2005-2012 RF switch technology breakdown. 


- Main data of the SoS UltraCMOS(R) switch manufacturing process 


-2005-2012 sapphire substrate market size and volume for SoS applications 


-2005-2012 sapphire total market size in M$ and Msi 


-Conclusions



SiC substrate market 


Introduction 


SiC-based devices market size and related market shares 


State-of-art in SiC crystal growth 


SiC material type vs. applications 


From powder to SiC epi-ready wafers. Sublimation (PVT) technique 


SiC crystal growth techniques comparison table 


Main SiC material manufacturing site locations Bulk or epi-foundry 


2007 estimated SiC substrates monthly production 


Material polytypes, doping & orientation commercially available 


2006 & 2007 SiC substrate vendors revenues & related market shares 


Key accounts of SiC material vendors 2007 status 


SiC epi-house and epi-service offers 


Wafers diameter evolution in production for Power Electronics 


Wafers diameter evolution in production for HB-LED 


Wafers diameter evolution in production for GaN/SiC RF devices 


2004-2015 SiC row substrates price evolution for various material types 




Average $/mm2 price for SiC row substrates 


Comparison SiC/Si for cost of raw substrate for a 1 Amp device



Examples of current SiC wafer price 


SiC sublimation reactors yield 


SiC epitaxy: typical process time 


2005-2012 forecasts for SiC substrates market in power electronics 


Estimation of the CREE captive SiC substrates market for LED 


Conclusion: Where and what to sell, epi or bulk? 


GaN substrate market 


Introduction 


Main targeted applications of GaN devices 


2005-2012 GaN substrate revenues in M$ for LED, Laser, RF & power
 electronics 


GaN growth techniques MOCVD general information 


GaN growth techniques MBE general information 


GaN growth techniques HVPE general information 


GaN growth techniques Advantages & Drawbacks 


GaN crystal growth techniques comparison table and main vendors 


Different substrates for GaN epitaxy "Direct growth or buffer approach" 


Different substrates for GaN epitaxy "Composite substrates: wafer bonding 


approach" 


Picogiga - SOITEC (F) SopSiC (Silicon on Poly-SiC) substrate 


Aonex Technologies (US) A-Sapph & A-GaN 


BluGlass GaN on Glass 


IMEC (B) GaN on Germanium. Ge (111) 


IMEC (B) GaN on Silicon 


AZZURO Semiconductors (D) GaN on Silicon 


Toshiba Ceramic "TOCERA" (J) GaN on Silicon (with 3C-SiC buffer layer) 


Nitronex (US) GaN on Silicon 


TDI (US) GaN/SiC and GaN/Sapphire 


Hitachi Cable (J) GaN/SI.I SiC and GaN/Sapphire 


Cermet (US) GaN on ZnO 


SOD: Silicon On Diamond Main advantages for GaN growth 


Group4 Lab (US) GaN/Diamond. Double wafer bonding approach 


sp3 Diamond Technology (US) DOS (Diamond on Si) & SOD 


GaN / Silicon epiwafer manufacturers 2007 status 


GaN/Sapphire & GaN/SiC epiwafer manufacturers 2007 status 


Bulk / free-standing GaN specifications: 2007 production status 


Bulk / free-standing GaN specifications: R&D status 


Non-polar & semi-polar GaN main interests 


Non-polar & semi-polar GaN substrates R&D status 


Bulk / free-standing GaN wafers Estimated monthly production capacity 


Examples of current GaN material pricing 


GaN substrates / applications matrix 


Tentative time-to-market for different substrates in different applications 


Bulk & free-standing GaN substrate for blue laser diodes 


Introduction: Blue laser diodes status 


Targeted applications for GaN blue laser diodes 


Blue laser diodes market in game stations 


GaN-based laser diodes state-of-the-art 


Known supply-chain in the blue LD business 


2007 Blue LD cost breakdown model From 2" bulk GaN wafer to packaged LD 


Blue LD manufacturing yield. Key critical steps are dicing, faceting and 
packaging 


2005-2012 annual volumes for GaN blue laser diodes for various
applications and related device revenues 


Estimated 2006 market share of Blue Laser Diode makers 


2005-2012 annual volumes for 2" bulk GaN wafers for blue LD and related 


substrates revenues 


Hypothesis: 100% of blue LD are made on bulk GaN substrates


Future GaN laser applications: laser TV and projectors 


Conclusion on Blue Laser Diodes and Bulk GaN business 


InP substrate market 


Introduction 


Main targeted applications of InP-based devices 


InP crystal growth flow chart 


InP material value-chain & ASP in 2007 


Application overview 


Main data of the InP device manufacturing process and ASP 


InP Optical Devices 


InP-based Optical Applications 


InP optical devices main players along the value chain 


Where InP-based devices can be found in a FO network? 


InP telecom lasers: optical fiber network structure 


InP telecom lasers: Metro and Access FO Networks 


State of the art of current network levels 


Challenges for InP devices in the telecom market 


Electron Devices 


InP electronic devices main players along the value chain 


InP HEMT and HBT technology 


High Speed InP IC applications 


2005-2012 InP-based devices market size 


Main InP material vendors 2007 revenues and product breakdown 


2007 InP material vendors market shares 


Usage of InP wafers and Substrates diameter breakdown 


2005-2012 InP wafer market volume (Merchant & captive) split by diameter 


2005-2012 InP wafer market size (Merchant & captive) split by diameter 


Conclusion: InP market will gain momentum thanks to heterogeneous
 integrated 


photonics 


General conclusion and perspectives

To order this report:

http://www.reportlinker.com/p091880/CS-Materials-08.html

More market research reports here!

Contact Information