According to Memes Consulting, some very important market trends are driving the application of compound semiconductor devices in key industries, and compound semiconductors are returning strongly. These trends include fifth-generation (5G) wireless network protocols, driverless and automated vehicles, transportation electrification, augmented reality and virtual reality (AR/VR). These applications are driving the adoption of 3D sensing, improving power module efficiency and higher frequency communication applications. The key components behind all these new developments are made from compound semiconductors. Cree and Infineon's latest announcements on SiC materials, SiC power devices and GaN radio frequency (RF) devices are just the tip of the iceberg for compound semiconductor applications. Let's take a look at the related content with the network communication Xiaobian.
We can learn more from this news and Yole's research report on such devices, including RF GaN Market Applications, Technologies and Substrates-2018 and Power SiC (SiC) Materials, Devices, and Modules. Group and Application - 2017 Edition.
On February 26, 2018, Career's announcement about Wolfspeed's announcement to its investors is undoubtedly the biggest news of the SiC and GaN industry in the past two weeks. As early as 2015, Cree has indicated that it will spin off its SiC power and GaN RF business, the Wolfspeed brand. In 2016, it initially agreed to sell wolfspeed to Infineon for $850 million, including SiC chip business and SiC power and GaN RF business. However, in 2017 the acquisition was blocked by the US Foreign Investment Commission.
After the transaction failed, Career decided to “transfer our development focus to the Wolfspeed businessâ€. On February 26th, Cree announced that it has completed its strategic adjustments and will focus more on Wolfspeed, the smallest but most profitable business unit. In 2017, revenues for the Wolfspeed materials, SiC power devices and GaN RF devices business were $221 million, and the company predicts that these businesses will grow into the company's largest business unit in the next five years. In order to achieve this goal, Cree focused on most of its capital investment in Wolfspeed to expand.
As more telecom base station upgrades increase and smaller base stations continue to be installed, Yole expects the RF power electronics market to grow strongly in the next few years.
Major trends in telecommunication base stations in 2015-2025
From the end of 2016 to the end of 2022, the total revenue of the RF power electronics market may increase by 75%, and the compound annual growth rate during this period is 9.8%. This means that the market will grow from $1.5 billion in 2016 to more than $2.5 billion in 2022. The market is currently in the process of completing the 4G network node and is beginning to transition to 5G. Although there are still many problems to be solved and established, some things are certain. New radio networks require more equipment and higher frequencies. The overall size of the RF GaN market will expand 3.4 times by the end of 2023, with a compound annual growth rate of 22.9% during 2017-2023. So this is a huge opportunity for chip suppliers.
RF GaN device market segmented by application
In order to seize the potential opportunities in the 5G market, Cree is serious in investing in GaN RF devices. On March 6, Cree announced that it will acquire Infineon's RF power business for approximately 345 million euros. The transaction includes:
- An important facility in Morgan Hill, California, USA, which includes GaN package testing services for LDMOS and SiC substrates;
- Good customer relationships with leading wireless infrastructure equipment manufacturers, including on-site support staff;
- Approximately 260 employees in Morgan Hill, Chandler, Arizona, and Finland, Sweden, China, and Korea;
- Transaction transition service agreement, in order to ensure business continuity and smooth transition, according to the agreement, Infineon will be responsible for almost all business operations in the next 90 days;
- In support of the transaction, Infineon will use its fab in Regensburg, Germany to provide Cree with a long-term supply agreement for LDMOS wafers and related components, and will also provide assembly at its plant in Malacca, Malaysia. And testing services.
Through this transaction, Wolfspeed acquired packaging expertise and supply chain resources, and established long-term strategic partnerships with major wireless infrastructure equipment manufacturers, such as Nokia and Ericsson.
In addition, the power SiC market is equally important for both Cree and Infineon. In fact, it is because of this importance that Infineon retains this business and invests heavily in production and R&D. The two companies have signed a long-term agreement, and Infineon can obtain 6-inch SiC chips from Cree. This guarantees Infineon's chip supply to support its strong demand for power SiC devices in photovoltaic (PV), transportation electrification and other applications. Among them, the transportation electrification market segment demand is particularly significant, as several car manufacturers have introduced or announced the use of SiC power devices in automobiles, including BYD, Tesla, Toyota and Renault.
Yole's latest "Power SiC (SiC) Materials, Devices, Modules and Applications - 2017 Edition" report predicts that the entire power SiC device market will have a CAGR of 28% over the next five years, and the market size in 2020 Will reach $1.1 billion. Yole expects rapid growth in the use of on-board chargers for electric vehicles (EVs) and SiC devices in photovoltaic inverters. Career and Infineon have established close cooperation at the level of compound semiconductor materials, but at the power device level, the two compete with each other.
The new transaction agreement between the two parties is beneficial to Career because it can enhance its RF GaN business by leveraging Infineon's power RF assets and obtain a long-term contract for SiC materials. The next market performance of Infineon and Career, we will wait and see.
Voom Iris Mini Vape is so convenient, portable, and small volume, you just need to take them
out of your pocket and take a puff, feel the cloud of smoke, and the fragrance of fruit surrounding you. It's so great.
We are the distributor of the Vapesoul & Voom vape brand, we sell vapesoul disposable vape,vapesoul vape bar, voom vape disposable, and so on.
We are also China's leading manufacturer and supplier of Disposable Vapes puff bars, disposable vape kit, e-cigarette
vape pens, and e-cigarette kit, and we specialize in disposable vapes, e-cigarette vape pens, e-cigarette kits, etc.
voom iris mini rechargeable disposable vape,voom iris mini vape puffs,voom iris mini disposable vape,voom iris mini vape starter kit,voom iris mini vape pen
Ningbo Autrends International Trade Co.,Ltd. , https://www.vapee-cigarettes.com