Global GaN on Silicon Technology Market Size Analysis - Market Share, Forecast Trends and Outlook Report (2024-2032)

Global GaN on Silicon Technology Market Growth

The global GaN on silicon technology market is driven by its increased application in the end-use sectors including automotive, power generation, consumer electronics, and healthcare sectors. 

In the consumer electronics sector, GaN on silicon technology is widely used in power conversion and charging as a next-generation power semiconductor. In 2022, in the global consumer electronics market, smartphones generated the highest revenue, accounting for USD 467 billion, a 3.4% increase compared to 2021. This is followed by televisions with 135 billion and laptops with 125 billion of revenue. 

In the electric vehicle market, GaN on silicon technology enables smaller, more efficient, and lower-cost power systems. In 2023, electric car sales amounted to around 14 million. Around 900,000 charging stations were installed in 2022, taking the total number of EV charging points to 2.7 million at the end of 2022. The number of fast chargers increased by 330,000, of which China accounted for 90% of the share. By the end of 2022, there were over 70,000 fast chargers throughout Europe, a rise of almost 55% from 2021. The largest installers of fast chargers were Germany (> 12,000), France (9,700), and Norway (9,000), positively influencing EV adoption. The need for faster charging and demand for extended EV range is expected to positively influence the market in the coming years.

Figure: Total Number of EV Sales by Key Regions (2019-2023); Million

Key Trends and Developments

Growing electric vehicle market; rising demand for renewable energy; expansion of 5G; and increasing investments are the key trends impacting the GaN on silicon technology market expansion

Sep 11, 2024

Infineon Technologies has announced its success in developing the world’s first 300 mm power gallium nitride (GaN) wafer technology. As the first company globally to master this groundbreaking innovation within an existing and scalable high-volume manufacturing environment, Infineon is set to significantly propel the market for GaN-based power semiconductors.

Jun 11, 2024

Texas Instruments (TI) introduced the industry's first 650V three-phase GaN IPM for 250W motor drive applications. This innovative GaN IPM addressed many of the design and performance challenges that engineers typically encountered when designing major home appliances and heating, ventilation, and air-conditioning (HVAC) systems.

Jan 23, 2024

Porotech partnered with Powerchip Semiconductor Manufacturing Corp. to announce their collaboration for the mass production of MicroLEDs on 200mm GaN-on-Silicon for display applications. This partnership aimed to accelerate the production of the brightest, high pixel density, smallest, and low-cost MicroLEDs, ensuring high-yield manufacturing for consumer display applications.

Oct 24, 2023

Infineon Technologies AG completed of its acquisition of GaN Systems Inc. The Ottawa-based company brought with it a wide range of gallium nitride (GaN)-based power conversion solutions and advanced application expertise.

Growing EV adoption aids the GaN on silicon technology market development

In the electric vehicle motor driving systems, GaN devices regulate the speed and torque of the electric motor, and offer higher efficiency, and better thermal management. In 2023, China ranked 1st in the production of EVs, accounting for over 66% of total production, followed by Europe (22%) and the United States (10%).

Growing demand for renewable energy drives the adoption of GaN on silicon technology

In renewable energy inverters, GaN transistors increase power density, minimise heat dissipation, and reduce the size of passive components. Governments’ aim towards decarbonisation, and policies create opportunities for GaN technology. In 2023, global renewable capacity accounted for more than 440 GW. By 2030, the global renewable capacity is expected to witness a minimum 16.4% growth rate annually. 

Growing 5G adoption increases GaN technology demand in the ICT sector

GaN is playing a pivotal role in the development of 5G technology by enabling faster data transfer speeds and improved efficiency. It can handle high frequency signals due to its wider bandgap. By 2025, 5G networks are likely to cover one-third of the global population, offering lucrative opportunity in GaN on Si technology market.

Rising investment in next-generation technology

A steady increase in world energy demands combined with the depleting fossil fuel reserves is driving research into cheaper and more energy-efficient solid-state lighting and photovoltaics. GaN-based LEDs are significantly more expensive than filament light bulbs or CFLs. The power electronics sector is increasingly investing in research to grow GaN-based LEDs on silicon wafers, which have the advantage of being readily available in large diameters (e.g., 150 mm or larger) and at low cost.

Global GaN on Silicon Technology Market Trends

Integrating GaN with silicon can enhance the efficiency of both power devices and next-generation LEDs, including MicroLEDs. GaN on silicon technology can be utilized in a wide range of applications, from consumer chargers and power supplies to military radars and aerospace systems. This combination offers improved efficiency, more compact designs, and enhanced performance compared to traditional silicon-based solutions.

GaN technology enhances power conversion in data centers for advanced computing applications such as machine learning and artificial intelligence by offering greater efficiency, higher power density, and reduced size and weight compared to traditional power electronics. As of Q4 2023, the US held 51% of global hyperscale data center capacity, while Europe and China accounted for 17% and 16%, respectively.

Global GaN on Silicon Technology Industry Segmentation

“Global GaN on Silicon Technology Market Report and Forecast 2024-2032” offers a detailed analysis of the market based on the following segments:

Market Breakup by Wafer Size

• Less than 200 mm
• 200 - 300 mm
• More than 300 mm

Market Breakup by Application

• Automotive
• Consumer Electronics
• Defence and Aerospace
• Healthcare
• Industrial and Power
• Information and Communication Technology
• Others

Market Breakup by Region

• North America 
• Europe
• Asia Pacific
• Latin America
• Middle East and Africa

Global GaN on Silicon Technology Market Share

Based on application, the consumer electronics sector accounts for a significant share of the market

GaN technology enhances power conversion in consumer electronics by delivering higher efficiency, smaller size, lighter weight, and faster charging compared to traditional silicon-based solutions. The major consumer electronics manufacturing countries across the globe are China, South Korea, United States, Japan, Taiwan, and Mexico. During January- April 2024, China produced 496 million units of electronic products, marking a 12.6% year-on-year increase.

GaN-based RF devices are being widely used in 5G base stations, and satellite communications. The expansion of 5G across the globe provide significant opportunities for market growth. In Q1 2024, global 5G connections reached nearly 2 billion, with 185 million new additions. By 2028, 5G connections are forecasted to reach 7.7 billion.

Based on wafer size, less than 200 mm is a major contributor to the global GaN on silicon technology market revenue

GaN-based LEDs on silicon wafers, which are inexpensive and easily accessible in large diameters (such as 150 mm or greater), could result in significant cost savings by increasing the usable wafer area. There is a growing demand for smart LED bulbs that can be operated through smartphones and voice assistants such as Alexa and Google Assistant. The increase in the number of global smartphone users by 6.2% in 2023 compared to 2022 further supports the market.

In the telecommunications sector, GaN technology with a wafer size of 200 mm offers greater power density and can be used to produce high-electron-mobility transistor (HEMT) technologies.

According to the OECD, from 2013 to 2023, the global ICT sector grew by an average of 6.3%, and in 2023 itself, the sector grew with an average growth rate of 7.6%. This growth is attributed to the rising investment in generative AI and rising 5G adoption globally which provides an opportunity for GaN on silicon technology.

GaN on Silicon Technology Market Players

The market players are focusing on providing products at competitive prices with high quality, integrating improved performance features.

Infineon Technologies AG

Infineon is a leading global company that develops, manufactures, and markets a wide range of semiconductors and semiconductor-based solutions. Headquartered in Germany, the company focuses on key markets, including the automotive, industrial, and consumer sectors.

Innoscience Technology Co., Ltd.

Headquartered in China, Innoscience designs, develops, and manufactures high-performance and reliable GaN devices for a broad range of applications and voltage. Innoscience has 3 offices in China and operates across North America, Europe, and Asia, establishing a strong global presence with a workforce of over 1,400 employees worldwide.

Navitas Semiconductor Corp.

Navitas designs, develops, and markets next-generation power semiconductors, including gallium nitride (GaN) power integrated circuits (ICs), silicon carbide (SiC) power devices, high-speed silicon system controllers, and digital isolators for power conversion and charging applications.

Power Integrations, Inc.

Power Integrations is a leading innovator in semiconductor technologies for high-voltage power conversion. Founded in 1988, the company designs, develops, and markets analog and mixed-signal integrated circuits (ICs) and other electronic components and circuitry utilized in high-voltage power conversion systems.

Other notable players operating in the global GaN on silicon technology market are Toshiba Corporation, Texas Instruments Incorporated, MACOM Technology Solutions Holdings Inc, Ampleon Netherlands B.V., and Poro Technologies Ltd, among others.

Global GaN on Silicon Technology Market Analysis by Region

According to 2023, East and Southeast Asia contribute to over 80% of the world's semiconductor production. In 2023, China, a major semiconductor manufacturer, witnessed an increase in integrated circuits (ICs) output of 6.9% to 351.4 billion pieces as compared to 2022.

Meanwhile, the number of colocation data centres in North America is expected to reach 1.8k (2030) from 1.4 k (2024). In 2022, General Motors delivered 39,096 EVs, a 57% YoY rise, and aims to annually produce over 1 million EVs in North America by 2025.

GaN on Silicon Technology Market Report Snapshots

GaN on Silicon Technology Market Size

GaN on Silicon Technology Market Analysis

GaN on Silicon Technology Companies