5G deployment using higher frequencies in the sub-6GHz as well as in the mm-wave regimes have pushed OEMs to look for new antenna technology platforms with larger bandwidths, higher efficiency, and better thermal management. Following its penetration into the 4G LTE telecom infrastructure market, GaN-on-SiC is expected to maintain its strong position in 5G sub-6 GHz RRH implementation. In this context, Yole has released the Compound Semiconductor Quarterly Market Monitor – December 2020.
GaN technology has become a serious competitor to LDMOS and GaAs in RF power applications, showing continuous performance and reliability improvement leading, potentially, to a lower cost at the system level. However, in the emerging segment of 5G sub-6Ghz AAS - massive MIMO deployments - the rivalry between GaN and LDMOS continues. While cost-efficient LDMOS technology carries on with noteworthy progress in high-frequency performance for sub-6GHz, GaN-on-SiC offers remarkable bandwidth, PAE, and power output.
Ahmed Ben Slimane, PhD, Technology & Market Analyst, Compound Semiconductor Monitors at Yole, states that in the dynamic 5G infrastructure market, there is a continuous race for more efficient antenna types. Switching technology from RRH to AAS will transform the RF front ends from a low number of high-power RF lines to a large number of low-power RF lines.
GaAs, A Key Segment of The Power Semiconductor Industry
The handset market is the big driver for GaAs devices with PA content increasing per phone. In general, 4G LTE cellular phones need to cover up multiple frequency bands, with an increasing number of PAs per phone. The 5G demand for PAs is at least a factor of 2 more than for 4G. Adding to that the stringent requirements for linearity and power make GaAs the material choice for PAs in the RF FEM. Even though CMOS has a lower cost per chip, it will not necessarily have the advantage over GaAs when it comes to modules and performance.
“For mobile connectivity, Wi-Fi 6 began to enter the market in 2019”, explains Poshun Chiu, Technology & Market Analyst, Compound Semiconductors & Emerging Materials at Yole. And he adds: “Some OEMs launched new phones with Wi-Fi 6: Samsung’s Galaxy S10 in Q1-19, Apple’s iPhone 11 in Q3-19, and in Q1-20 Xiaomi was the first Chinese handset company to have Wi-Fi 6. GaAs solutions are becoming of great interest owing to their linearity and high power output, compared to traditional solutions”.
The Prosperity of The Power SiC Devices: Thanks to Automotive Applications
Since the first commercialization of SiC diodes, the power SiC device market has been driven by power supply applications. Nevertheless, automotive is becoming the killer application, following SiC’s notable adoption for Tesla’s main inverters in 2018. Since than announcements from different carmakers for SiC solution design wins have multiplied. In 2020, BYD has also adopted SiC based main inverter solution for their premium models. Other carmakers, such as Audi, Volkswagen, and Hyundai are expected to adopt SiC in their next generation models. In the prospering SiC power market, the automotive segment is undoubtedly the foremost driver, and as such will hold more than 60% of total device market share in 2025.
“However, following the global Covid-19 outbreak, almost all automotive OEMs had to shut down and the supply chain faced significant disruption,” comments Ezgi Dogmus. “In this context, we expect the power SiC market’s Y-o-Y (year over year) growth to slow down to 7% in 2020, with a significant impact in Q1-2020 and Q2-2020.”
Click here to view the Compound Semiconductor Quarterly Market Monitor – December 2020.