Gallium_Arsenide高级半导体

高级半导体

Compound Semiconductor Industry Review: April-June 2021




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Report Summary:

Financial results reported in this quarter reinforce the premise that the electronics industry is in good shape as the recovery from COVID continues. The front end of the semiconductor supply chain is seeing good growth in revenue and shipments. Component companies continue to diversify into new markets, technologies and products.
Table of Contents

 Contents
1. Executive Summary 9
2. Introduction 10
3. MMICs 11
3.1 Business 11
3.1.1 MACOM Reports Q2 FY ‘21 Financials 11
3.1.2 Skyworks Reports Q2 FY ’21 Financials 11
3.1.3 Akoustis Reports Record Third Quarter Fiscal 2021 Revenue 11
3.2 Contracts 11
3.2.1 Akoustis Wi-Fi 6E BAW Filter Selected for Wi-Fi 6E Reference Design 11
3.2.2 Comtech Xicom Receives GaN SSPA/BUC Order 12
3.3 New Products 12
3.3.1 Richardson Electronics Introduce Cryogenic Components 12
3.3.2 Akoustis Introduces New XBAW Coexistence Filters for Wi-Fi 6E 12
3.3.3 Saelig Announces Microwave Signal Generator 12
3.3.4 Pasternack Debuts New Input Protected Low Noise Amplifiers 13
3.3.5 Marki Microwave Introduces GaAs MMIC Fixed Attenuators 13
3.3.6 OMMIC Introduces GaAs MMIC Core Chip 13
3.3.7 Samsung Introduces 8nm RF Foundry Process 13
3.3.8 Skyworks Solutions Introduces RF Front End Module 13
3.3.9 Guerrilla RF Introduces InGaP HBT Power Amplifiers 14
3.3.10 Marki Microwave Introduces MMIC Gain Blocks 14
3.3.11 Fairview Microwave Unveils GaN Input Protected LNAs 14
3.3.12 Fairview Microwave Introduces High-Power GaN PIN Diode Switches 15
3.3.13 Qorvo Develops Reconfigurable Dual-band GaN Power Amplifier MMICs 15
3.3.14 Microchip Introduces Ka-band GaN MMIC Amplifier 15
3.3.15 MaxLinear and Cree Partner on GaN Linearization Solution 15
3.3.16 NXP Integrates GaN into Multi-Chip Modules 15
3.3.17 Teledyne e2v HiRel Introduces L-Band SPDT Switch 16
3.4 Other 16
3.4.1 AmpliTech Enters Into a Direct Share Offering 16
3.4.2 Qorvo Biotechnologies Receives Authorization for Antigen Testing 16
3.4.3 Modelithics Updates its Qorvo GaN Library for ADS and Cadence AWR 16
3.4.4 Skyworks to Acquire Infrastructure & Auto Business of Silicon Labs 17
3.4.5 Akoustis Announces New Patents 17
3.4.6 MACOM Introduces New High Voltage Capacitor Process 17
3.4.7 Qorvo Acquires NextInput 17
3.4.8 Insight SiP Appoints General Manager 18
3.4.9 Qorvo Appoints New Board Member 18
3.4.10 Skyworks Elects New Chairman of the Board 18
3.4.11 Allegro MicroSystems Announces Addition to Board of Directors 18
3.4.12 Ampleon Announce Force Reduction in Nijmegen 19
3.4.13 MACOM Releases GaN Product Model Library 19
3.4.14 Qorvo Provides Spatium® Technology for Planetary Radar 19
3.4.15 Guerrilla RF Exceeds 100 Million Shipments 19
3.4.16 Akoustis Wi-Fi 6E BAW Filters Integrated into MU-MIMO Router 20
3.4.17 Akoustis Signs Foundry Agreement to Manufacture XBAW Filters 20
3.4.18 Filtronic Partners with Comotech 20
3.4.19 Mini-Circuits Introduces Solid-State Power Amplifiers 20
3.4.20 Skyworks Partners with Xilinx on High IBW Amplifiers 21
3.4.21 Filtronic Moves Some Manufacturing from China to USA 21
3.4.22 Artemis Capital Acquires Maury Microwave 21
3.4.23 Qorvo Expands UWB Development Operations in Ireland 21
4. POWER DEVICES 22
4.1 Business 22
4.1.1 Cree Reports Q3 FY ’21 Financials 22
4.1.2 ON Semiconductor Reports First Quarter 2021 Results 22
4.1.3 Transphorm Reports Revenue Increase 22
4.2 Contracts 22
4.2.1 Comtech PST Receives Amplifier Contract 22
4.2.2 Packet Digital Wins GaN Contract 23
4.3 New Products 23
4.3.1 STMicroelectronics Introduces New MasterGaN4 Devices 23
4.3.2 Pre-Switch Reports 99.3% Efficiency for 200kW Inverter 23
4.3.3 Nexperia Announces Automotive ESD Protection Devices 23
4.3.4 Cissoid Expands Its SiC Intelligent Power Modules Platform 24
4.3.5 Nexperia Announces 650V GaN FETs 24
4.3.6 ROHM Develops 600V IGBT IPMs 24
4.3.7 STMicro Introduces GaN Product Family For Auto Applications 24
4.3.8 STMicro Releases MasterGaN Reference Design 25
4.3.9 GaN Systems Expands Automotive Product Line 25
4.3.10 Transphorm Partners with Silanna on Power Adapter 25
4.3.11 Vishay Introduces N-Channel MOSFET 25
4.3.12 EPC Announces Power Conversion Demonstration Board 26
4.3.13 GeneSiC Expands SiC MOSFET Portfolio 26
4.3.14 ON Semi Announces Full SiC MOSFET Module Solutions 26
4.3.15 UnitedSiC SiC FET Offerings 26
4.3.16 Mitsubishi Electric Announces IGBT Module for Industrial Use 27
4.3.17 ON Semi Announces Solutions for Industrial Motor Drives 27
4.3.18 EPC Expands eGaN FET Family 27
4.4 Other 27
4.4.1 NoMIS Looking to Provide SiC Power Semi Devices and Modules 27
4.4.2 II-VI Expands SiC Manufacturing Footprint 28
4.4.3 Navitas Debuts GaN Power ICs for Industrial Applications 28
4.4.4 Infineon Announces SiC Material Supply and Development Contract 28
4.4.5 Navitas Combines with Live Oak II for Public Listing 29
4.4.6 Transphorm to Begin Trading on OTCQX 29
4.4.7 Infineon Showcases Power Management Solutions 29
4.4.8 Navitas Highlights GaNFast Power ICs 29
4.4.9 Altum RF Showcasing New Products at IMS 30
4.4.10 BrightLoop Works with EPC on DC/DC Converters 30
4.4.11 Odyssey Semiconductor Technologies Expands Advisory Board 30
4.4.12 Nexperia Announces Investment Plans 30
4.4.13 Transphorm Expands Board of Directors 31
5. MATERIALS & EQUIPMENT 32
5.1 Business 32
5.1.1 Lam Research Reports First Quarter 2021 Financial Results 32
5.1.2 Ultra Clean Reports First Quarter 2021 Results 32
5.1.3 KLA Corporation Reports Fiscal 2021 Third Quarter Results 32
5.1.4 BE Semiconductor Announces First Quarter 2021 Results 32
5.1.5 Veeco Reports First Quarter 2021 Financial Results 33
5.1.6 Axcelis Reports First Quarter 2021 Financial Results 33
5.2 Contracts 33
5.2.1 Riber Delivers First MBE 8000 System to IntelliEpi 33
5.2.2 Veeco Announces New Order for Lithography Systems 34
5.2.3 Sandia Orders Second Nippon Sanso SR4000HT 34
5.2.4 Aehr Receives Order for FOX-XP™ System 34
5.2.5 CNR Orders Riber Research MBE System 34
5.3 Other 35
5.3.1 “SMART Expertise” Supports Growing Semiconductor Cluster 35
5.3.2 Oxford Instruments and LayTec Collaborate on Semiconductors 35
5.3.3 SEMI Appoints Chairs of SEMI Europe Advisory Board 35
5.3.4 North American Semiconductor Billings Grow 35
5.3.5 Brooks Announces Agreement to Acquire Precise Automation 36
5.3.6 Gel-Pak Collaborates With BAE Systems on Packaging Solutions 36
5.3.7 Oxford Instruments Breaks Ground On New Manufacturing Facility 36
5.3.8 AMETEK Acquires NSI-MI Technologies 36
5.3.9 SEMI: Silicon Wafer Shipments Edge Higher in 1Q21 37
5.3.10 MKS Instruments to Acquire Photon Control 37
5.3.11 Reno Introduces RF Match and Power Systems for <7nm Processes 37
5.3.12 5N Plus Invests to Support Demand from II-VI Semi Materials 37
5.3.13 GlobalFoundries and GlobalWafers Partner to Expand SOI Wafer Supply 38
5.3.14 II-VI Announces Implantation Foundry Services for 150mm SiC Wafers 38
6. Silicon Devices 39
6.1 Business 39
6.1.1 TSMC Reports Q1 FY ‘21 Financials 39
6.1.2 Soitec Reports FY’21 Fourth Quarter Revenues 39
6.1.3 NXP Reports Q1 FY ’21 Financials 39
6.1.4 Maxim Reports Q3 FY ’21 Financials 39
6.1.5 Qualcomm Reports Q2 FY ’21 Financials 40
6.1.6 Silicon Labs Reports Labs Q1 FY ’21 Financials 40
6.1.7 Sony Reports Q4 and FY ’21 Financials 40
6.1.8 Soitec Reports Full Year Results Of Fiscal Year 2021 41
6.2 New Products 41
6.2.1 Analog Devices Develops Ka-band Beamformer ICs 41
6.2.2 pSemi Announces SPDT Switch for Wi-Fi 6E and UWB 41
6.2.3 pSemi Introduces DOCSIS 3.1 Compliant SPDT Switch 42
6.2.4 Infineon Releases 60 GHz Radar Sensors and Microcontrollers 42
6.3 Other 42
6.3.1 Siemens Acquires OneSpin Solutions 42
6.3.2 Report Highlights Benefit of Compound Semiconductor Cluster 43
6.3.3 GLOBALFOUNDRIES Moves Corporate Headquarters 43
6.3.4 UMC Partners with Customers on Capacity Expansion 43
6.3.5 Vanguard to Acquire AU Optronics Facility 43
6.3.6 European Semiconductor Sales Up 43
6.3.7 Intel to Invest to Expand New Mexico Operations 44
6.3.8 IBM Unveils First 2nm Chip Technology 44
6.3.9 CEVA to Acquire Intrinsix 44
6.3.10 Sanan IC Expands Foundry Services for Optical Market 44
6.3.11 IceMOS Technology Expands Its Manufacturing Capacity 44
6.3.12 X-FAB Established in the UK 45
6.3.13 Key Foundry Offers Flash Memory Automotive Applications 45
6.3.14 Synopsys Acquires Semiconductor Solutions From BISTel 45
6.3.15 GLOBALFOUNDRIES Breaks Ground On New Fab In Singapore 45
6.3.16 SEMI Says New Fabs to Spur Surge in Equipment Spending 46
6.3.17 GLOBALFOUNDRIES Expands its Board of Directors 46
7. Optoelectronics I: LEDs, Datacoms & Other 47
7.1 Business 47
7.1.1 Seoul Semiconductor Reports First Quarter Revenues 47
7.1.2 Lumentum Announces Fiscal Third Quarter 2021 Results 47
7.2 Datacom 47
7.2.1 Luminus Proposes IR LEDs as Alternative to VCSELs 47
7.2.2 Broadex Launches 200G Modules DCI Applications 48
7.2.3 NeoPhotonics Announces Tunable Laser Shipment Milestone 48
7.2.4 Ambarella, Lumentum and ON Semi Collaborate on AI Sensing 48
7.2.5 II-VI Announces InP Directly Modulated Lasers 48
7.2.6 II-VI Extends WaveShaper Portfolio 48
7.2.7 II-VI Introduces Optical Monitoring System 49
7.2.8 II-VI Demos 400/800G Transceivers 49
7.2.9 MACOM Expands Laser Portfolio 49
7.2.10 II-VI Demos 400G/800G Transceivers at OFC 49
7.2.11 MACOM Introduces Solution for 200G and 400G Data Center Modules 50
7.2.12 NeoPhotonics 400Gbps Transmission at 1500km 50
7.2.13 Ranovus Introduces Co-Packaged Optics Chip 50
7.2.14 MACOM and MaxLinear Collaborate on Data Center Applications 50
7.2.15 Axalume Photonics Signs Deal With Oracle 51
7.2.16 Source Photonics Names New President and CEO 51
7.2.17 Lightwave Logic Announces Optical Modulator Results 51
7.3 Other 51
7.3.1 ROHM Semiconductor Europe Appoints New President 51
7.3.2 Marvell Completes Acquisition of Inphi 52
7.3.3 POET Technologies Announces Entry into Telecom Market 52
7.3.4 New Report Highlights Resilience of Compound Semiconductor Cluster 52
7.3.5 Vector Photonics Appoints Director of Product Development 52
7.3.6 KBR Receives Optoelectronic Technology Research Order 53
7.3.7 KYOCERA and AVX to Establish "KYOCERA AVX" Brand 53
7.3.8 II-VI Receives Additional Funding from Apple Advanced Manufacturing 53
7.3.9 Gpixel and Tower Semiconductor Collaborate on ToF Sensor 53
7.3.10 Teledyne Completes Acquisition of FLIR 54
7.3.11 IQE Launches IQVCSEL Product Line 54
7.3.12 General Atomics Acquires Synopta 54
7.3.13 Alter Technology to Establish Photonics Design Center in Scotland 54
8. Analyst Contacts 55

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