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GaN Is The New Black?

In recent years, Gallium Nitride (GaN) has eclipsed Silicon MOSFETs, emerging as the cornerstone of high-power rapid charging solutions. This shift marks just the beginning of a vast, multi-billion-dollar market opportunity.

GaN’s influence extends beyond fast charger consumer electronics; it is making significant inroads into demanding automotive applications like on-board charging, DC-DC converters, and main inverters. Projections indicate that the GaN device market is set to exceed $2 billion by 2028.

Simultaneously, GaN finds a pivotal role in data centers, aligning with the surging trends of Artificial Intelligence (AI) and digitization. In this data-centric era, GaN’s superior power density and efficiency cater to the needs of data processing, driving its adoption in data centers. GaN stands as a linchpin in the data center revolution, navigating alongside the digitalization megatrend.

In this transformative landscape, GaN is not a fleeting trend but a dominant force in high-power electronics. It resides at the epicenter of multi-billion-dollar market opportunities, spanning consumer electronics, automotive technology, and the vital infrastructure of data centers.

Ezgi Dogmus photo

Ezgi Dogmus, PhD

Team Lead Analyst – Compound Semiconductors & Emerging Substrates

Yole Group