Gallium_Arsenide高级半导体

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Author: Eric Higham
Publication Date: 11月 11 2021
Pages: 55
 Report Type: Report, Word

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高级半导体

Compound Semiconductor Industry Review: July - September 2021



Report Summary:

Financial results reported in this quarter continue to 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. Power electronics applications are rapidly adopting compound semiconductor solutions.
Table of Contents

Contents
1. Executive Summary 9
2. Introduction 10
3. MMICs 11
3.1 Business 11
3.1.1 Resonant Records 450% Growth 11
3.1.2 MACOM Reports Q3 FY ‘21 Financials 11
3.1.3 Skyworks Reports Q3 FY ’21 Financials 11
3.1.4 Qorvo Reports Q1 FY ’22 Financials 11
3.2 Contracts 12
3.2.1 Mission Microwave to Provide Block Upconverters to the US Army 12
3.2.2 ColdQuanta Receives Contract from DARPA 12
3.2.3 Mission Microwave Receives Transceiver Contract 12
3.3 New Products 13
3.3.1 Ampleon Expands LDMOS Transistor Portfolio 13
3.3.2 Qorvo Expands Spatium GaN Power Amplifier Portfolio 13
3.3.3 Qorvo Launches S-Band GaN Power Amplifier Module 13
3.3.4 Metawave Introduces 77 GHz Beamforming IC 13
3.3.5 Pasternack Introduces Tunable Waveguide Oscillators 14
3.3.6 Murata Develops UWB Module for IoT Applications 14
3.3.7 Diversified Technologies Introduces Switch Modules 14
3.4 Other 14
3.4.1 Microwave Techniques Acquires Industrial Microwave Systems 14
3.4.2 A*STAR Forms Chip Packaging Consortium For 5G 15
3.4.3 Qorvo and Polarity Collaborate on Solid-State Power Amplifiers 15
3.4.4 Skyworks Completes Acquisition of Silicon Labs’ Businesses 15
3.4.5 NIH Study Validates Qorvo Biotechnologies Omnia™ Test Platform 16
3.4.6 Luminar Acquiring OptoGration 16
3.4.7 WIMMIC Opens Operations 16
3.4.8 Sentinel Air Defense Radar to Receive M-Code Capability 16
3.4.9 Filtronic Reaches Phased Array Radar Milestone 17
3.4.10 Raytheon Launches Compact GaN-based AESA Radar 17
4. POWER DEVICES 18
4.1 Business 18
4.1.1 SkyWater Technology Announces Preliminary Financial Results 18
4.1.2 Cree Reports Q4 and FY ’21 Financials 18
4.1.3 Infineon and Panasonic accelerate GaN technology 18
4.1.4 ROHM and Geely Automobile Group Form Strategic Partnership 18
4.1.5 GaN Systems Signs Semiconductor Capacity Agreement 19
4.1.6 TI providing GaN Technology to Data Centers 19
4.1.7 Navitas and Compuware Partner to Define New Benchmarks 19
4.1.8 Showa Denko Concludes SiC Epitaxial Wafer Contract 19
4.2 Contracts 20
4.2.1 Comtech Telecommunications Receives Control Component Contract 20
4.2.2 Comtech Telecommunications Receives Amplifier Contract 20
4.2.3 Mission Microwave Announces BUC and SSPA Orders 20
4.2.4 Comtech Awarded Contracts for X-band SSPAs and BUCs 21
4.3 New Products 21
4.3.1 Advantech Delivers SSPA System 21
4.3.2 Renesas Launches Radiation-Hardened Plastic Portfolio 21
4.3.3 STMicroelectronics Announces RF LDMOS Power Transistors 21
4.3.4 ROHM Develops Hybrid IGBTs 22
4.3.5 EPC Space Introduces 60V Rad-hard GaN Power Device 22
4.3.6 STMicroelectronics Expands MasterGaN Portfolio 22
4.3.7 Navitas and SHARGE Shrink 100W Fast Chargers 23
4.3.8 Ampleon Expands RF Amplifier Portfolio 23
4.3.9 UnitedSiC Announces SiC FET 23
4.4 Other 23
4.4.1 HexaTech Expands Aluminum Nitride Substrate Product Line 23
4.4.2 SK Siltron Announces Expansion to Support EV Growth 24
4.4.3 Teledyne Partners with Integra on GaN Power Technology 24
4.4.4 Navitas and Xiaomi Team on Chargers 24
4.4.5 GaN Systems and FTEX Partner on E-mobility 25
4.4.6 SkyWater Technology to Expand Capacity and Capabilities 25
4.4.7 Keysight Launches Battery Pack Test System with SiC Technology 25
4.4.8 Cree Expands Operations Leadership Team 25
4.4.9 Raytheon Develops Software Defined Aperture for GaN-based Radars 25
4.4.10 UnitedSiC Launches FET-Jet Calculator™ v2 26
4.4.11 Cree/Wolfspeed and STMicroelectronics Expand Agreement 26
4.4.12 Orchard Audio Launches GaN Audio Amp 26
4.4.13 Navitas and Live Oak II Announce Additional Investment 27
4.4.14 Odyssey Semiconductor Announces Management Changes 27
4.4.15 Infineon Opens Power Chip Factory in Austria 27
4.4.16 GaN Systems Introduces Power Supply Unit 27
4.4.17 GaN Systems and EPowerlabs Collaborate on E-Mobility 28
5. MATERIALS & EQUIPMENT 29
5.1 Business 29
5.1.1 Soitec Reports FY’22 First Quarter Revenue 29
5.1.2 Siltronic Reports Strong Sales Growth in Q2 2021 29
5.1.3 AIXTRON Continues Growth 29
5.1.4 IQE Announces 2021 Interim Results 30
5.1.5 RIBER 2021 First-half Earnings 30
5.2 Contracts 31
5.2.1 Aehr Receives Follow-On Order for FOX-XP™ System 31
5.2.2 Altix Receives AcuReel XL Imaging System Order 31
5.2.3 Axcelis Announces Shipments of Implanters 31
5.2.4 Picosun Delivers ALD technology to ams OSRAM 31
5.2.5 Skytech Becomes Epistar Supplier of ALD Equipment 32
5.2.6 Aehr Receives Order from Automotive Semiconductor Supplier 32
5.2.7 RIBER Receives Order for MBE 6000 Production Machine 32
5.3 Other 33
5.3.1 Ayar Labs Sets Up UK Division 33
5.3.2 Hellma Materials Acquires Jenoptik Crystal Growth Business 33
5.3.3 SIA: Global Semiconductor Sales Up in May 33
5.3.4 MKS Completes Acquisition of Photon Control 33
5.3.5 Axcelis Ships Systems to Foundry in China 34
5.3.6 Merck Launches New Green Solvents for Photoresist Removal 34
5.3.7 BluGlass Demonstrates First RPCVD Tunnel Junction Laser Diode 34
5.3.8 AXT Announces New Chairman of the Board of Directors 34
5.3.9 Veeco Appoints New Member to Board of Directors 35
5.3.10 ACM Research Launches Tool to Support Wafer-Level Packaging 35
5.3.11 Global Semiconductor Sales Increase in June 35
5.3.12 QP Technologies Installs Ultrasonic Wire Bonders 36
5.3.13 ON Semi to Acquire GT Advanced Technologies 36
5.3.14 VisIC Technologies Completes Funding Round 36
5.3.15 Global Semiconductor Equipment Billings Hit Record High 36
5.3.16 Applied Materials Announces New Products 36
5.3.17 NSF Awards Grant for Integration of Optoelectronic Materials 37
5.3.18 JSR Agrees to Acquire Inpria Corporation 37
5.3.19 Merck to Make Significant Investment in Electronics Business 37
5.3.20 Brooks Sells Semiconductor Solutions Group Business 37
5.3.21 IQE Announces Singapore Site Closure 38
6. Silicon Devices 39
6.1 Business 39
6.1.1 Cirrus Logic to Acquire Lion Semiconductor 39
6.1.2 Minebea Mitsumi Acquires Omron 8-inch Fab 39
6.1.3 TSMC Reports Q2 FY ‘21 Financials 39
6.1.4 Maxim Reports Q4 and FY ’21 Financials 40
6.1.5 Qualcomm Reports Q3 FY ’21 Financials 40
6.1.6 Silicon Labs Reports Q2 FY ’21 Financials 40
6.1.7 NXP Reports Q2 FY ’21 Financials 40
6.1.8 On Semiconductor Reports Q2 FY ’21 Financials 41
6.1.9 Tower Semi Reports Q2 FY ’21 Financials 41
6.1.10 Infineon Reports Q3 FY ’21 Financials 41
6.1.11 Microchip Reports Q1 FY ’22 Financials 41
6.1.12 SEI Reports Q1 FY ’21 Financials 42
6.1.13 Foxconn Acquires Macronix Fab 42
6.1.14 onsemi: New Brand and Promise of Sustainable Future 42
6.1.15 SMIC Reports Q2 FY ‘21 Financials 42
6.1.16 Tower Semiconductor and Cadence Announce New Reference Flow 43
6.1.17 Analog Devices Reports Q3 FY ’21 Financials 43
6.1.18 Analog Devices Completes Acquisition of Maxim Integrated 43
6.1.19 X-FAB Offers High-Volume Micro-Transfer Printing Capabilities 43
6.1.20 GF and Qualcomm Extend Deal for 5G RF Front-End Products 44
6.2 New Products 44
6.2.1 MixComm Collaborates on Millimeter Wave Solutions 44
6.3 Other 44
6.3.1 Newport Wafer Fab in Wales Sold to Nexperia 44
6.3.2 GlobalFoundries to Build New Fab in Upstate New York 45
6.3.3 Forefront RF Enters the Global Smartphone Market 45
6.3.4 Murata Electronics Develops Crystals for Low Power Wireless 45
6.3.5 BAE Systems Collaborates with GlobalFoundries 46
6.3.6 Intel to Develop Leading-Edge Foundry Ecosystem 46
7. Optoelectronics: Datacoms & Other 47
7.1 Business 47
7.1.1 SemiLEDs Reports Third Quarter 2021 Financials 47
7.1.2 Seoul Viosys Reports Second Quarter 2021 Financials 47
7.1.3 Sivers Photonics to Expand Capacity 47
7.1.4 NeoPhotonics Reports Q2 FY ‘21 Financials 48
7.1.5 EMCORE Reports Q3 FY ‘21 Financials 48
7.1.6 Seoul Semiconductor Reports Q2 FY ‘21 Financials 48
7.1.7 II-VI Reports 2021 Fourth Quarter and Full Year Results 48
7.1.8 POET Technologies Reports Q2 FY ‘21 Financials 49
7.1.9 indie Semiconductor to Acquire TeraXion 49
7.2 Datacom 49
7.2.1 SMART Photonics Receives Loan from Rabobank 49
7.2.2 NeoPhotonics Appoints New Board Member 49
7.2.3 NeoPhotonics Appoints Senior Vice President of Global Sales 50
7.2.4 Chilas to Debut Hybrid InP/SiN Lasers At EPIC 50
7.2.5 OIF Announces Coherent Driver Modulator Agreement 50
7.2.6 SemiNex Expands Leadership Team 50
7.2.7 Tower and Quintessent Partner on Silicon Photonics Platform 50
7.2.8 Vector Photonics Receives Funding for TITAN Project 51
7.2.9 TITAN Project To Develop Ultra Low Power 1310nm Lasers 51
7.2.10 MACOM Demonstrates TIA Interoperability with Broadcom DSP 51
7.2.11 NeoPhotonics Announces Components for Coherent Lidar 52
7.2.12 “Air Stable” Quantum Dot Component Enters Mass Production 52
7.2.13 Princeton Infrared Technologies Receives Award 52
7.2.14 Freedom Photonics Unveils Aura™ Product Line 52
7.3 Other 53
7.3.1 Toshiba Ups Output of Photovoltaic Coupler 53
7.3.2 II-VI Announces Board Chair Succession 53
7.3.3 Excelitas Technologies Opens New Plant in Göttingen 53
7.3.4 Princeton Infrared Technologies Receives Phase II SBIR Award 53
8. Analyst Contacts 54
 
 

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