According to Yole Intelligence, the power GaN market is set to surpass $2.2 billion by 2029, growing at a robust 41% CAGR from 2023. This tenfold expansion since 2019 is driven primarily by consumer electronics—especially fast chargers—followed by strong momentum in automotive, data center, telecom, and industrial applications. GaN's adoption is expanding into 300W mobile chargers, automotive LiDAR and onboard chargers (OBCs), high-efficiency power supplies for data centers, and future intermediate bus converters. Bidirectional GaN devices and applications in e-bikes, home appliances, and over-voltage protection (OVP) units are also contributing to market penetration.
The ecosystem is rapidly evolving, with over $4 billion invested in Power GaN since 2019 and major M&A activity including Infineon’s acquisition of GaN Systems and Renesas buying Transphorm. IDMs like STMicroelectronics, Nexperia, and Samsung are building capacity, while 8-inch GaN-on-Si is becoming standard, and early work on 12-inch is underway. Technical advances include 1200V GaN devices, bidirectional switches, and GaN-on-QST substrates. While the market is promising, failures like NexGen and BelGaN highlight the risks and capital intensity required for success. (Yole Development)
- Plasma-based surface pre-cleaning: Critical for removing contaminants and native oxides from GaN or SiC surfaces to ensure interface integrity.
- Plasma-enhanced ALD (PEALD) of interfacial layers: Enables low-temperature, conformal deposition with precise control, which is essential for GaN where thermal budgets are constrained.
- Thermal ALD of dielectric films: Offers dense and high-quality films with excellent electrical properties for gate dielectrics and passivation layers.
- Nitrides: AlN, SiN – important for barrier layers, passivation, or etch stops.
- Oxides: Al₂O₃, HfO₂, SiO₂ – used for gate dielectrics, field plates, and interface engineering.