Gallium_Arsenide高级半导体

高级半导体

Compound Semiconductor Industry Review: July – September 2020




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Report Summary:

This report covers the first quarter completely immersed in the effects of COVID-19 and the financial results point to optimism for a quick recovery. Sequential financial results
are mixed, but there are signs that the industry has weathered the storm. Announcements have fallen dramatically, but there were some significant developments this quarter.

Table of Contents

1. Executive Summary 6
2. Introduction 7
3. MMICs 8
3.1 Business 8
3.1.1 Skyworks Reports Q3 FY ’20 Financials 8
3.1.2 MACOM Reports Q3 FY ‘20 Financials 8
3.1.3 Qorvo Reports Q1 FY ‘21 Financials 8
3.1.4 Analog Devices Reports Q3 FY ’20 Financials 8
3.2 Contracts 9
3.2.1 Richardson Electronics Enhances its Think Tank with Qorvo mmW MMIC Products 9
3.3 New Products 9
3.3.1 MACOM Expands Diode Portfolio with 80 GHz Products 9
3.3.2 MACOM Introduces 4W Ku-Band Power Amplifier 9
3.3.3 MACOM Launches Connectorized Switch Product Line 9
3.3.4 Richardson RFPD Announces ADI 5G Receiver Front Ends 10
3.3.5 Qorvo Launches BAW Filter for 5G Base Stations 10
3.4 Other 10
3.4.1 Skyworks Exceeds 150 Million BAW Filter-Enabled Module Shipments 10
3.4.2 Filtronic Reaches Shipment Milestone with 5G Backhaul Transceivers 10
3.4.3 Resonant Develops 5G Filters Using SAW Technology 10
3.4.4 HRL Laboratories Receives Millimeter Wave GaN Contract 11
3.4.5 Akoustis Receives Order for 5G Small Cell XBAW RF Filter 11
4. Power Devices 12
4.1 Business 12
4.1.1 Infineon Reports Q3 FY ’20 Financials 12
4.1.2 On Semiconductor Reports Q2 FY ’20 Financials 12
4.1.3 Transphorm Reports Second Quarter 2020 Results 12
4.2 New Products 12
4.2.1 EPC and Microchip Develop 300W Voltage Regulator 12
4.2.2 Qorvo Develops150W GaN Power Amplifier 13
4.2.3 ON Semi Introduces SiC Power Modules for Solar PV Inverters 13
4.2.4 GaN Systems Issues 12V Class-D Audio Amplifier Reference Designs 13
4.2.5 MACOM Introduces New GaN-on-SiC Power Amplifier Product Line 13
4.2.6 Transphorm Announces 900V GaN FET Production 14
4.2.7 Mitsubishi Electric to Launch Second-generation Full-SiC Power Modules 14
4.2.8 EPC Launches Latest 100V eGaN FET Family 14
4.2.9 Heraeus Launches New Bonding Ribbon For SiC Modules 14
4.2.10 Infineon and Ingeteam Team on Electric Vehicle Charger 15
4.2.11 ROHM and LEADRIVE Establish a SiC-based Automotive Inverters Laboratory 15
4.2.12 BrightLoop and GaN Systems Announce Partnership 15
4.2.13 Navitas and Lenovo Partner on 90W Fast Charger 15
4.2.14 GaNFast Power ICs Enable OPPO’s 50W Mini 16
4.2.15 Odyssey Semiconductor to Begin Trading on OTCQB Market 16
4.2.16 IGaN Continues Expansion in Singapore 16
4.2.17 NXP Opens GaN Foundry in Arizona 16
5. Materials & Equipment 17
5.1 Business 17
5.1.1 Soitec Renames EpiGaN to Strengthen its Portfolio of 5G RF and Power Systems 17
5.1.2 AXT Announces Second Quarter 2020 Financial Results 17
5.1.3 Materion Completes Optics Balzers Acquisition 17
5.1.4 AIXTRON Reports First-half 2020 Revenue Revival 17
5.1.5 Riber Reports First-half Financial Results 17
5.1.6 IQE Announces 2020 Interim Results 18
5.1.7 Silvaco Acquires the Assets of Coupling Wave Solutions 18
5.2 Contracts 18
5.2.1 Riber Announces MBE Order 18
5.2.2 Axcelis Announces Multiple Shipments of Purion H Evaluation Systems 18
5.2.3 AZUR SPACE Operating AIXTRON MOCVD System for GaN 18
5.2.4 IHP Microelectronics Chooses Veeco MOCVD Platform 19
5.3 Other 19
5.3.1 Soitec Announces POI Substrates Deal with Qualcomm Technologies 19
5.3.2 BluGlass Commissions RPCVD System 19
5.3.3 Chip Production Equipment Spending to Hit Record Levels in 2021 19
5.3.4 Nova Unveils Next Generation Integrated Metrology Solutions 20
5.3.5 II-VI Introduces Laser Lapping System for Materials Processing 20
5.3.6 Samco Launches PECVD and ALD Demo Facility 20
5.3.7 KLA Announces Expands Portfolio of Systems for Advanced Packaging 20
6. Silicon Devices 21
6.1 Business 21
6.1.1 TSMC Reports Q2 FY ‘20 Financials 21
6.1.2 TI Reports Q2 FY ’20 Financials 21
6.1.3 Intel Reports Q2 FY ’20 Financials 21
6.1.4 NXP Reports Q2 FY ’20 Financials 21
6.1.5 Maxim Reports Q4 and FY ’20 Financials 21
6.1.6 Qualcomm Reports Q3 FY ’20 Financials 22
6.1.7 Silicon Labs Reports Q2 FY ’20 Financials 22
6.1.8 Tower Semiconductor Reports Q2 FY ’20 Financials 22
6.1.9 UMC Reports Q2 FY ’20 Financials 22
6.1.10 Renesas Reports Q2 FY ’20 Financials 22
6.1.11 Microchip Reports Q1 FY ‘21 Financials 23
6.1.12 Sony Reports Q1 FY ‘21 Financials 23
6.1.13 Murata and pSemi Collaborate with EvoNexus 23
6.1.14 Panasonic Completes Semiconductor Business Transfer to Nuvoton 23
6.1.15 SkyWater Begins Domestic Fab Expansion Tool Installation 23
6.1.16 MaxLinear Acquires NanoSemi 24
6.2 New Products 24
6.2.1 Ampleon Expands Si LDMOS Device Portfolio 24
6.2.2 Richardson RFPD Announces Availability of ADI Regulators 24
6.2.3 Tower Semiconductor Announces RF Switch Technology 24
6.2.4 Synopsys Introduces Unified Electronic and Photonic Design Platform 24
6.3 Other 25
6.3.1 Modelithics Joins GLOBALFOUNDRIES RFwave Partner Program 25
6.3.2 Global Semiconductor Sales Increase 5.8% Year-to-Year in May 25
6.3.3 imec Presents 60 GHz Radar Chip 25
6.3.4 EMI Partners with GLOBALFOUNDRIES to Offer Apprenticeship Program 25
6.3.5 Global Semiconductor Sales Increase in July 26
6.3.6 Vikas Choudhary Joins pSemi as Vice President of Sales and Marketing 26
6.3.7 ON Semiconductor’s President and CEO to Retire 26
6.3.8 Tower Semiconductor Provides an Update on a Cyber Event 26
6.3.9 Soitec Appoints EVP of Customer Group 26
7. Optoelectronic Devices 28
7.1 Business 28
7.1.1 Trumpf Merges SPI Lasers with German Operations 28
7.1.2 Smart Photonics Adds Investment 28
7.1.3 Jenoptik Makes Trioptics Acquisition 28
7.1.4 QURV Spins Off from ICFO 28
7.1.5 SEI Reports Q1 FY ’20 Financials 29
7.1.6 EMCORE Reports Fiscal 2020 Third Quarter Results 29
7.1.7 nLIGHT Announces Second Quarter 2020 Results 29
7.1.8 Cree Reports Q4 and FY 2020 Financials 29
7.1.9 Allegro MicroSystems Acquires Voxtel 29
7.1.10 Aegiq Secures Funding To Develop Secure Quantum Communications 30
7.2 Datacom 30
7.2.1 II-VI Extends WaveShaper Optical Processor Product Line 30
7.2.2 Laser Components Announces Narrow Linewidth Single Frequency Laser 30
7.2.3 Infinera Chosen for Pan-European Science Research Network 30
7.2.4 NeoPhotonics and Inphi Complete Interoperability Demonstration 31
7.2.5 Infinera Announces CEO Transition Plan 31
7.2.6 STAr Technologies and CompoundTek Collaborate on Silicon Photonics 31
7.2.7 SemiNex Announces Multi-Junction Lasers for LiDAR Applications 31
7.2.8 Verizon Media Completes 400ZR Trial Using Inphi COLORZ® Optics 31
7.2.9 Scintil Photonics Appoints Board Observer 32
7.2.10 Emcore Launches 1550nm High-Power Laser Module 32
7.3 Other 32
7.3.1 Verizon Successfully Completes High-speed, Long-haul Data Session 32
7.3.2 Ushio Begins Mass Production of 670nm Red Lasers 32
7.3.3 Teledyne e2v Introduces New Hydra3D CMOS Image Sensor 33
7.3.4 POET Technologies Announces Development & Supply Agreement 33
7.3.5 CompoundTek Wafer Edge Coupling Targets SiPh Commercialization 33
8. How Can We Help You? 34

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