SiC, sapphire and GaN materials status into Opto and RF businesses

摘要

With more than 2.8 million 2" equivalent substrates consumption in 2005, LED business is driving 90% of SiC material and is representing about 2.5 million sapphire wafers. The emergence of bulk single crystal GaN will certainly take market shares over SiC and sapphire substrates, especially for high end devices like ultra HB-LEDs and blue laser diodes. In RF business, GaN HEMT and SiC MESFET are both competing for the base stations segment, targeting 3G, WCDMA, WiMax or even defense applications.