news digest ♦ LEDs
substrates and SI GaAs substrates is expected to be similar by 2013. This would largely be down to the steady growth of the RF electronics market rather than the currently booming optoelectronics market.
On the plus side, the market is expected to recover in 2012. This would come down to a number of factors. The sheer volume of the handset market and the consolidation of the LED industry, after inventories have run out would be two of the major ones. By 2017, Yole believes that the GaAs substrate market should be worth over $650 million, growing at a CAGR of nearly 12%. This would be fuelled primarily by the increasing GaAs content in handsets and the growing demand for LEDs in general lighting and automotive applications. Initially, RF electronics, which include power amplifiers and switches to name just a couple of devices, represented the main market for GaAs wafers and will continue to feed the business in the coming years.
The need for more sophisticated smartphones, faster 3G/4G networks and the increased demand for data communication will be the driving force in the GaAs substrate market. Having said that, recent developments in GaAs based technology is enhancing the market with high volume applications. LEDs are currently the main booming market due to advantages offered over traditional light sources and government initiatives encouraging the eco-friendly technology. Other devices such as solar cells for High Concentration Photovoltaic (HCPV) will also add to the development of the GaAs substrate market, but maybe not as much. Yole says that in 2011, the million dollar Semi-Inductive (SI) GaAs substrate market represented about 56% of the overall GaAs substrate market whereas Semi- Conductive (SC) GaAs accounted for around 44%.
“This trend is likely to reverse at short term as GaAs substrate demand for LEDs should rapidly surpass demand for RF electronics devices,” explains Pars Mukish, Technology & Market Analyst, LED & Compound Semiconductor at Yole Développement.
On a global scale, the LED penetration rate is increasing in several applications such as TV, signs & displays. But having spoken to industry experts, LED backlighting in TVs is often not worth the extra cash. It may sound flashy to have an “LED TV” but do the benefits outweigh the costs? General lighting is the next killer application for LEDs and should boost the SC GaAs substrate market by 2012-2013 if the basic technology improves and enhances LED efficiency and increases the total amount of light generated per package. What’s more, the automotive industry is also shifting from the use of traditional light sources to LEDs for products such as headlamps and interior lights. Because of this, the demand for SC GaAs
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www.compoundsemiconductor.net April/May 2012 Carlos Lee
He will succeed Thomas Pearsall who has led the association since its founding in 2003. Lee will take up the position immediately.
Carlos Lee is currently Director General at SEMI Europe, the Semiconductor Equipment and Materials Industry Association, where he leads the advocacy program. He has 15 years of experience in industry association management and extensive experience in building membership value. In the past he has
Following the earthquakes and tsunami which devastated northeast Japan in 2011, several Japanese manufacturing plants were destroyed. This strongly impacted the production capacity of some key GaAs substrate suppliers who lost market share to the gain of some competitors. Whether these companies will invest to recover operations, reduce operations or exit the business is still unclear. But the GaAs wafer industry is evolving and some players have already announced plant expansion in order to increase market share. “At this level, due to its lower labour cost, China seems the new “El Dorado” of GaAs wafer manufacturing: all expansions plans announced will be localised in the country,” says Brad Smith, Senior Analyst, from the Compound Semiconductor division for Yole Développement. All in all, here’s looking to a great year for GaAs!
EPIC appoints a new Director General to advance
semiconductor photonics The organisation aims to aid members in further developing display, laser, lighting, optical fibre, optic, photovoltaic, sensors and telecommunication technologies
The European Photonics Industry Consortium (EPIC), announced at its annual general meeting that Carlos Lee has been appointed as its next Director General.
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