Gallium_Arsenide高级半导体

高级半导体

Compound Semiconductor Industry Review: April – June 2020



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Report Summary:

This quarter reveals a mixed bag of financial results from seasonality and the first signs of COVID-related contractions. Another by-product of the pandemic appears to be fewer product announcements as large trade shows get delayed or go virtual. Semiconductor equipment revenues are generally down sequentially, but up from this quarter a year ago, in a hopeful sign of the underlying fundamentals of the industry.
Table of Contents

Contents
1. Executive Summary 7
2. Introduction 8
3. MMICs 9
3.1 Business 9
3.1.1 Richardson Electronics Reports Third Quarter Fiscal 2020 Operating Profit 9
3.1.2 Skyworks Solutions Provides Business Update 9
3.1.3 MACOM Reports Q2 FY ‘20 Financials 9
3.1.4 Qualcomm Reports Q2 FY ’20 Financials 9
3.1.5 Skyworks Reports Q2 FY ’20 Financials 10
3.1.6 Microchip Reports Q4 and FY 2020 Financials 10
3.1.7 Qorvo Reports Q4 and FY 2020 Financials 10
3.1.8 Analog Reports Devices Q2 FY ’20 Financials 10
3.1.9 Broadcom Reports Q2 FY’20 Financials 10
3.2 Contracts 11
3.2.1 Akoustis Ships XBAW Filters to 5G Applications 11
3.3 New Products 11
3.3.1 Skyworks Expands Front-end Module Family 11
3.3.2 Resonant Enhances XBAR Resonator Performance 11
3.3.3 Skyworks Introduces Dual 2.4 GHz FEM 11
3.3.4 Saab Completes First Air Trials of AESA Radar 12
3.3.5 OMMIC Updates GaAs mHEMT Technology PDK 12
3.3.6 Custom MMIC Announces New Products 12
3.3.7 Akoustis Announces 5.5 GHz XBAW Filter 12
3.3.8 Skyworks Introduces Front-end Modules for Wi-Fi 6 Applications 13
3.4 Other 13
3.4.1 Anokiwave Appoints New VP 13
3.4.2 Qorvo Develops Point-of-Care Diagnostic Platform 13
3.4.3 Qorvo to Investigate Copper Pillar-on-GaN Technology 13
3.4.4 OMMIC Fab Now Back to Normal Production 14
3.4.5 StratEdge Expands Production Capacity of its RF Packaging Line 14
3.4.6 Cobham Develops Millimeter Wave AESAs 14
3.4.7 Anokiwave Expands its Board of Directors 14
3.4.8 Akoustis Receives Second 5G Network Infrastructure Design Win 14
3.4.9 Nordic and Qorvo Expand their Collaboration 15
4. Power Devices 16
4.1 Business 16
4.1.1 Infineon Reports Q2 FY ’20 Financials 16
4.1.2 Atom Power Completes Series B Round of Funding 16
4.1.3 Yutong Group to Deliver Electric Bus in China with SiC in Powertrain 16
4.1.4 II-VI Licenses General Electric SiC Power Electronics Technology 16
4.2 Contracts 17
4.2.1 Advantech to Supply SSPAs to SatCom System Integrator 17
4.3 New Products 17
4.3.1 Cree Expands 650V MOSFET Portfolio 17
4.3.2 Alpha and Omega Semiconductor Announces Combo Protection Switch 17
4.3.3 Transphorm Introduces SuperGaN™ Power FETs 17
4.3.4 Power Integrations Expands InnoSwitch3-MX Family 18
4.3.5 Nexperia Launches MOSFET Family 18
4.3.6 Nexperia Announces P-channel MOSFETs 18
4.3.7 Infineon Expands 40-60V MOSFET Family 18
4.3.8 GaN Systems Releases Class-D Amplifier and Evaluation Kit 19
4.3.9 Nexperia Announces SiGe Rectifier Family 19
4.3.10 Navitas Announces Fast-Charger Upgrade 19
4.3.11 Infineon Launches 1700V SiC MOSFET 19
4.3.12 Dialog Semiconductor Releases Motor Drive IC 20
4.3.13 Mitsubishi Electric to Launch N-series 1200V SiC-MOSFET 20
4.3.14 ROHM Announces 4th Generation SiC MOSFETs 20
4.3.15 Melexis Introduces Automotive-grade 3D Hall Effect Sensor 20
4.4 Other 20
4.4.1 Navitas GaNFast Technology Enables Broad Range of Chargers 20
4.4.2 Transphorm and Microchip Combine GaN and Digital Signal Processing 21
4.4.3 Empower RF Systems Launches 10 kW SSPA 21
4.4.4 Sanan IC Announces Foundry Access 21
4.4.5 VisIC and ZF to Work On 400V Electric Drivelines 21
4.4.6 SweGaN Develops Buffer-Free GaN-on-SiC HEMTs 22
4.4.7 Buffalo Reports Gallium Oxide Transistor with Breakdown Exceeding 8 kV 22
4.4.8 Vitesco Picks ROHM as Preferred SiC Partner 22
4.4.9 Mitsubishi Electric to Acquire Factory to Expand Power Device Business 22
4.4.10 EPC and VPT Announce Joint Venture 23
5. Materials & Equipment 24
5.1 Business 24
5.1.1 Kyocera Fineceramics becomes Kyocera Europe 24
5.1.2 Porotech Completes Seed Round 24
5.1.3 Lam Research Reports Results for the Quarter Ended March 29, 2020 24
5.1.4 SOITEC Reports FY20 Fourth Quarter Revenues 24
5.1.5 Riber Reports 2019 Revenue 25
5.1.6 AXT Reports First-quarter 2020 Results 25
5.1.7 IQE Reports 2019 Full Year Results 25
5.1.8 Axcelis Announces Financial Results for First Quarter 2020 25
5.1.9 Veeco Instruments Announces Financial Results for 2020Q1 26
5.1.10 RIBER Order Book Revised Following Refusal of Export License 26
5.1.11 Soitec Reports Fiscal Year 2020 Results 26
5.1.12 IQE Provides Trading Statement 27
5.2 Contracts 27
5.2.1 Axcelis Announces First Purion Order from Japan 27
5.2.2 5N Plus Semiconductors Awarded Multi-year, U.S. Government Contract 27
5.2.3 Siltronic Strengthens In-house GaN-on-Si wafer Activities 28
5.3 Other 28
5.3.1 ACM Research Appoints Vice President of Sales for North America 28
5.3.2 Veeco Announces Senior VP of Global Sales and Service 28
5.3.3 2019 Global Semiconductor Equipment Sales Slip 28
5.3.4 HexaTech Launches Aluminum Nitride Substrates 28
5.3.5 Air Liquide Announces a Major Investment in Taiwan 29
5.3.6 North American Semiconductor Equipment Industry Posts March 2020 Billings 29
5.3.7 imec Builds First Spiking Neural Network-Based Chip for Radar Signal Processing 29
5.3.8 Semi Sales Decrease in First Quarter of 2020 29
5.3.9 Power and Compound Fab Spending to Rebound in Second Half of 2020 30
5.3.10 Ereztech Expands U.S. Footprint 30
5.3.11 Cadence Releases AWR Design Environment Version 15 30
5.3.12 Teledyne Announces SWIR Line Scan Camera 30
5.3.13 KLA Launches Electronics, Packaging and Components Group 31
5.3.14 GTAT Appoints New Board Member 31
5.3.15 Freiberger USA Appoints New GM 31
5.3.16 Consortium of Companies Demonstrates 200mm AlN-on-Si template 31
5.3.17 RENA Launches Single-wafer Processing System 32
5.3.18 Modelithics Now Offering RF / mm-Wave Test Fixtures & Accessories 32
5.3.19 UK Research and Innovation Funds CSconnected 32
6. Silicon Devices 33
6.1 Business 33
6.1.1 MagnaChip Semiconductor to Sell Foundry Business and Fab 4 33
6.1.2 Analog Devices Closes Semiconductor Industry’s First Green Bond 33
6.1.3 TSMC Reports Q1 FY ‘20 Financials 33
6.1.4 Infineon Technologies Completes Acquisition of Cypress Semiconductor 33
6.1.5 NXP Reports Q1 FY ’20 Financials 34
6.1.6 UMC Reports Q1 FY ’20 Financials 34
6.1.7 Maxim Reports Q3 FY ’20 Financials 34
6.1.8 On Semiconductor Reports Q1 FY ’20 Financials 34
6.1.9 Tower Reports Q1 FY ’20 Financials 34
6.1.10 Synopsys Awarded DARPA Contract for Secure Silicon Program 35
6.1.11 Galaxy Semiconductor Acquires Quantix Business 35
6.1.12 GLOBALFOUNDRIES Announces 12LP+ FinFET Solution 35
6.2 New Products 35
6.2.1 Linear Systems Re-Launches DMOS Product Line Acquired from Siliconix 35
6.2.2 STMicroelectronics Announces Space-Qualified Current Limiter 36
6.2.3 Cobham Develops Radiation Hardened Microelectronics to Support Xilinx FPGA 36
6.2.4 Xilinx Develops 20nm FPGA for Satellite and Space Applications 36
6.2.5 SOITEC Announces Engineered Substrates for Automotive Applications 36
6.2.6 Cypress Ships its One Billionth USB-C Device 37
6.3 Other 37
6.3.1 CEA-Leti Develops FD-SOI Model 37
6.3.2 Global Semiconductor Sales Down in February 37
6.3.3 Kyoto Semiconductor Names President and CEO 37
6.3.4 Valens Semiconductor Announces CEO and Chairman of Its Board of Directors 38
6.3.5 ON Semiconductor to Lay Off 475 Workers 38
6.3.6 Global Silicon Wafer Area Shipments Edge Up in First Quarter 2020 38
6.3.7 TSMC Intends to Build and Operate a US Advanced Semiconductor Fab 38
6.3.8 GF to Implement ITAR and Security Assurances at U.S. Semi Facility 38
6.3.9 North America Semiconductor Equipment Industry Posts April 2020 Billings 39
6.3.10 GlobalFoundries Abandons Chengdu Wafer Fab 39
6.3.11 Infinera Leverages Tower Semiconductor SiGe BiCMOS 39
6.3.12 NXP Semiconductors Shareholders Elect New CEO 39
6.3.13 Global Semiconductor Sales Decrease in April 40
6.3.14 Samsung Foundry Certifies Synthesis Solution for 5/4nm FinFET Process 40
6.3.15 First-Quarter 2020 Global Semiconductor Equipment Billings are Mixed 40
6.3.16 NXP Selects TSMC 5nm Process for Automotive Platform 40
6.3.17 Samsung Provides One-Stop Foundry Design Environment 40
7. Optoelectronic Devices 42
7.1 Business 42
7.1.1 Cree Reports Q3 FY ’20 Financials 42
7.1.2 Seoul Semiconductor Posts 1Q20 Financial Results 42
7.1.3 Lumentum Report Fiscal Third Quarter 2020 Results 42
7.1.4 POET Reports Full Year Results 42
7.1.5 II-VI Reports Fiscal 2020 Third Quarter Results 43
7.1.6 Sony Reports Q4 and FY 2020 Financials 43
7.1.7 Emcore Reports Fiscal 2020 Second Quarter Results 44
7.1.8 II-VI Determines Effects of Recent U.S. Commerce Department Rule 44
7.1.9 SEI Reports Q4 and FY ’19 Financials 44
7.2 Datacom 44
7.2.1 OIF Publishes Implementation Agreement for 400ZR Coherent Optical Interface 44
7.2.2 NeoPhotonics Reaffirms Q2 Guidance Despite US Export Restrictions 45
7.2.3 NeoPhotonics Demonstrates 90km 400ZR transmission 45
7.3 Other 45
7.3.1 Applied Optoelectronics Announces Narrow Linewidth Laser 45
7.3.2 Osram Announces Intelligent 3D Sensing Emitter Module 45
8. How Can We Help You? 46


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