Strategy key for gallium nitride/silicon carbide power electronics

摘要

Power electronics based on gallium nitride (GaN) and silicon carbide (SiC) have the potential to significantly improve efficiency, but since these materials are more expensive than silicon-based semiconductors, companies need market-specific strategies in order to increase their market share, according to Lux Research. The market research company of Boston, Massachusetts, USA, says that carmakers would succeed by playing the role of an "integrator", by vertically integrating upstream in the value chain to power modules, while a GaN or SiC developer would do well to pursue a "technology disruptor" strategy, offering core technology expertise to solar inverter makers and incumbent system integrators such as ABB of Zurich, Switzerland.