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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
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