CS Materials' 08

CS Materials' 08

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

• 2007 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® 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