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Market demand for fast charging is released, gallium nitride fast charging usher in new opportunities

Release on : Nov 30, 2021

Market demand for fast charging is released, gallium nitride fast charging usher in new opportunities
Gallium nitride fast charge
Following Apple, major mobile phone manufacturers such as Xiaomi, Huawei, and Samsung have also responded to the call for environmental protection and announced the cancellation of the included chargers. Apple's cancellation of the attached charger does not rule out the possibility that more manufacturers will follow. According to statistics, in 2020, the sales of iPhone12 series mobile phones will be 18 million units. Due to the cancellation of the included chargers, more consumers need to buy chargers by themselves. The gap of tens of millions has stimulated the entire charger field and brought to the charger market The opportunity to earn huge profits, as consumers' demand for fast charging increases, the market demand for fast charging is completely released, and the market for gallium nitride fast charging products has huge room for growth.

Gallium nitride can improve system efficiency and performance for equipment, save internal space, and can work stably in high-temperature environments, and has obvious penetration in intensive applications. As the technology matures, more and more manufacturers have brought silicon-based gallium nitride products into the market, and gallium nitride, which has been decreasing in cost, has rapidly penetrated into various application fields. According to the current market distribution, the consumer sector is still the main “battlefield” of GaN. According to statistics from relevant media, there are hundreds of fast charging products based on GaN on the market, including Samsung and Xiaomi. , Huawei and other well-known mobile phone manufacturers. In October of this year, Apple released the first 140W gallium nitride PD3.1 fast charge, and officially entered the gallium nitride market, which made the gallium nitride fast charge market once popular.

Expansion of fast charging market demand stimulates the rapid growth of gallium nitride market

With the release of charger demand and the increase of charging power, the gallium nitride industry will usher in a period of rapid development. According to statistics from Yole, the size of the gallium nitride power market may exceed US$750 million by 2024, of which the consumer electronics market is the mainstay, accounting for about 47.7% of the total market value, and the market value is US$358 million. The development of gallium nitride is the general trend. Major manufacturers are rushing in, and the market is showing a trend of contention.

Nanomicro Semiconductors is the world's first semiconductor company to successfully go public with integrated gallium nitride power chips as its core business. Nanomicro has always focused on the design and development of gallium nitride power chips. Its gallium nitride chips are mainly targeted at the consumer market and provide downstream terminal manufacturers with gallium nitride fast charging solutions with higher power density and energy-saving effects. With the increasing demand for fast charging in consumer products, gallium nitride has been widely used in the field of consumer power supplies. At the same time, Nanomicro's gallium nitride power chip occupies a leading position in the field of consumer fast charging, and its fast charging solution has been Lenovo, Xiaomi, OPPO and other mobile phone manufacturers have recognized and adopted them, and their market share in the GaN field is also increasing year by year. As of November, the shipment of nano-micro gallium nitride power chips has reached 36 million, accounting for more than 30% of the gallium nitride market, making it the number one power device market in terms of shipments.

Looking at the domestic gallium nitride market, Innosecco has great potential for development and has become a leader in the domestic gallium nitride market with the support of national policies. Thanks to the release of market demand for fast charging, InnoSec's market share of gallium nitride power devices has increased significantly. According to TrendForce statistics, as of September this year, InnoSec's GaN power device market share in the international market has increased from 6% in 2020 to 20%, surpassing EPC, Infineon, A number of well-known manufacturers such as GaN systems entered the top three.

InnoSec has also made sufficient preparations to meet the demand for gallium nitride. Innosecco is the world's first mass production of 8-inch gallium nitride wafers, and currently has two wafer production lines, located in Zhuhai and Suzhou. Among them, the Zhuhai production line has a monthly production capacity of 4,000 wafers. The Suzhou production line wafer production line was mass-produced in June this year. At this stage, the monthly production capacity is 6,000 wafers. According to the plan, the monthly production capacity can reach 65,000 wafers at full production. The production capacity will be sufficient to meet the explosive demand of the gallium nitride market. Delivery issues.

Innosecco adopts the IDM production mode, which can realize the independent controllability of production capacity, reduce the cost of production design, and quickly occupy the fast charging market with the advantage of high cost performance. With the rich categories of the InnoGaN series and technological iterations, InnoSec's gallium nitride power devices have been stellar in the fast charging market. Its fast charging solutions have been adopted by many well-known accessory and mobile phone terminal manufacturers to realize gallium nitride Power device shipments exceeded 40 million. In addition, InnoSec and NXP also recently launched a new generation of 150W GaN fast charging solution. The maximum output voltage of the solution is 21.5V, and the system efficiency is over 95%. The demo volume of the solution is only 65*55. *22mm, the power density has been increased to 1.9W/cm², which has a competitive advantage in many fast charging solutions.