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Sapphire Surpasses GaAs in the Substrate Stakes
2010-06-24
Yole Développement survey of substrate usage in the compound semiconductor industry predicts Sapphire will exceed 50% of the CS processed surface in 2011
Yole Développement has released its new markets & technological study ‘Compound Semiconductor Substrates 2010 Report’ and has revealed thatsapphire will exceed 50% of the compound semiconductor substrates processed surface.
The report predicts the CS materials market from 2013 and beyond and describes the current developments and new innovations.
For each material, GaAs, GaP, GaN, SiC,InP and Sapphire, it provides the main targeted devices and related market size.
GaN, GaP, GaAs, InP, SiC and Sapphire substrates now account for 1.1% of the 7,504 million square inches annually processed in semiconductor foundries.
However, that small portion of processedarea is compensated by a higher merchant price leading to a $880M raw substrate market size in 2009 and reaching the billion dollar threshold in 2010.
Up to now, GaAs was the leading material in volume thanks to the wireless technology and red /orange / yellow LED demand, but sapphire will take the lead from 2011 driven by the booming business in white LED for LCD backlight and general illumination.
These materials have been protected from silicon competition because they offer better frequency, power, thermal conductivity, robustness, junction temperature, and voltage breakdown. Even though compound materials have market prices dramatically higher than Si, technical specifications have been, and will remain, the main driver for the adoption of these CS substrates and related technologies.
All the considered materials are now available in a 4 inch format except bulk GaN that has just been released in 3 inch in Japan. This diameter expansion helps to lower the manufacturing cost of CS-based devices and to mass market affordable products.
Yole’s analysts list the main material suppliers (merchant and captive) with product description and market shares. They also analyze the main material users and the related products. The report presents the substrate market value and volume ($, units,
Msq.in.), split by diameter and electrical specs (Semi-conductive, semi- insulating) in the 2008-2013 time frame.
Although silicon dominates the semiconductor business as the reference material, GaAs,
This new report offers a unique panorama of the compound semiconductor substrate 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.
Special offers and pricing in dollars can be obtained from David Jourdan by emailing
jourdan@yole.fr or calling +33 472 83 01 90.
July 2010
www.compoundsemiconductor.net 55
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