GaAs Wafer and Epiwafer Market: RF, Photonics, LED, and PV Applications

From Technologies to Market
GaAs Wafer and
Epiwafer Market:
RF, Photonics,
LED and PV
Sample
July 2018

2
o Companies cited in this report 6
o Glossary 7
o Report objectives 9
o Executive summary 11
o GaAs applicative markets 40
o GaAs RF market 43
• Introduction
• Gaas RF applicative market overvieW
• RF Components overview
• GaAs material properties
• Applications of GaAs based RF devices
• GaAs RF device overview
• GaAs based RF devices
• Mobile handset market
• RF Power Amplifiers in Mobile Handset (RF PAs)
• WLAN market
• WiFi data rates, applications and technologies
• Main Wi-Fi / bluetooth architecture in Cell phones
• WLAN PA
• Wi-Fi connectivity generation forecast
• WLAN market
• RF power applications
(handset PA and WLAN PA not included)
• Applications for RF Power devices
• Telecom Infrastructure
• Cellular network structure
• Defense
• GaAs in RF Power devices: market size forecast
• Others: RF Switches
• RF Switch Technologies
• GaAs RF supply chain and wafer market
• GaAs RF process technology comparison
• GaAs RF Foundry capacity estimate (6’’ wafer per year)
• Major GaAs foundry capacity evolution
• Global Industrial supply chain GaAs
• Summary
• GaAs substrate volume for RF applications (2017-2023)
• GaAs substrate market size for RF applications (m$)
• Conclusions
• GaAs Photonic market 104
• Introduction to GaAs photonic devices (EELs, SELs and VCSELs)
• Gaas Photonic applicative market overview
• Introduction to laser diodes
• From Photonic applications to materials
• GaAs based Photonic applications (as of 2018)
• GaAs Photonics in Smartphones
• GaAs Photonics in Smartphones (overview)
• What is Imaging?
• 3D imagers and sensors: case study 1
• 3d Imaging and Sensing Market forecast
• Proximity Sensors
• Proximity sensor: case study
• Autofocus systems
• GaAs Photonics in Automotive Applications
TABLE OF CONTENTS (1/3)
GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV | Sample | www.yole.fr | ©2018

3
• LIDAR
• BIG PICTURE OF LiDAR MARKET OPPORTUNITIES TIMELINE
• Lasers for Automotive LiDAR
• Automotive and Industrial LIDAR Shipment Forecast
• GaAs photonics in Industrial Applications
• Industrial Heating Systems
• Medical Devices
• Datacom/Telecom
• Legacy GaAs photonic applications
• GaAs Photonics
wafer market
• 2018 VCSEL players analysis
• VCSEL Industry Landscape
• Summary
• GaAs substrate volume for photonic market (2017-2023)
• GaAs substrate market for photonic market (M$)
• GaAs substrate volume for Photonic Market by main applications (2017-2023)
• GaAs substrate volume by device types (2017-2023)
• Conclusions
o GaAs LED market 164
• Introduction
• GaAs led applicative market overview
• Light Emitting Diode
• GaAs based LEDs
• LED applications on GaAs substrate
• Applications of GaAs based ROY LEDs
• Display Applications
• Horticultural lighting applications
• Automotive lighting applications
• Infrared LED Applications
• Applications of GaAs based infrared LEDs
• IR LEDs used in smartphones
• IR LEDs used in automotives
• IR LEDs used in medical and wearable applications
• IR LEDs used for security applications
• IR LEDs used for ar/vr applications
• IR LEDs used in other applications
• GaAs LED supply chain and wafer market
• Summary
• GaAs ROY LED market (2017-2023)
• GaAs substrate market size for ROY LEDs (2017-2023)
• GaAs substrate volume for infrared LEDs (2017-2023)
• GaAs substrate market size for infrared LEDs (M$)
• Gaas substrate volume for LED applications (2017-2023)
• Conclusions
• GaAs PV market 200
• GaAs PV applicative market overview
• Introduction
• GaAs Based solar cells
• Gaas based Multijunction Solar Cells
• HCPV Applications
• High Concentration Photovoltaic (HCPV)
• HCPV market
• HCPV vs. Silicon solar cells
• Space solar cells
• Market size for PV applications (M$)
• Conclusions

4
• Emerging markets for very high efficiency solar cells
• Alternative approaches for light weight PV
• GaAs PV wafer market
• GaAs based Solar cell suppliers
• Summary
• GaAs Substrate volume for PV applications (Units)
• GaAs Substrate market size for PV applications (M$)
• Conclusions
o GaAs Wafer Technology & Market 223
• Crystal growth methods
• GaAs substrate growth evolution
• Crystal growth methods
• Wafer finishing
• GaAs substrate size evolution
• Semi-insulating and Semi-conductive GaAs
• Main Applications of GaAs based devices
• GaAs wafer growth : key parameter
• Substrate requirements (As of 2018)
• GaAs substrate suppliers
• GaAs Substrates Players Overview
• Estimated market share of GaAs wafer suppliers
• Focus on AXT
• Focus on Chinese suppliers
• Focus on Vital Materials
• GaAs wafer supplier development status
• GaAs Wafer ASP ($)
• GaAs Wafer ASP Erosion
• Total GaAs substrate volume in units
• GaAs substrate volume: 2017 vs. 2023
• Total GaAs substrate volume in Kunits (2017-2023)
• Total GaAs substrate market (M$)
• GaAs substrate market (M$) : 2017 vs 2023
• Total GaAs substrate Market (M$) (2017 vs 2023)
• GaAs Epiwafer Technology & Market 251
• Epitaxial GROWTH Methods
• Discussion About Epi business model
• Estimated Epiwafer Out sourcing Rate
• Methodology of Epiwafer market estimation
• Total GaAs epiwafer volume in units (2017-2023)
• GaAs epiwafer ASP ($)
• Total GaAs epiwafer market size (M$)
• Total GaAs epiwafer market evolution (2017-2023)
• Epiwafer players: target applications & technology
• Gaas Epiwafer players
• Estimated GaAs rRF epiwafer player market shares (open market)
• Estimated GaAs RF epiwafer shares (open market)
• Focus on GaAs Photonics epiwafer
• Focus on VCSEL epi on 6 inch wafer
• Photonic epiwafer market volume by device structure
• Focus on GaAs epiwafer for photonic applications
• Estimated GaAs Photonic epiwafer shares (open market)
• GaAs epiwafer Photonics market 2017 (6’’ equivalent)
• GaAs epiwafer Photonics market 2017 (4’’ equivalent)
• GaAs Photonic epiwafer open market
• GaAs epiwafer global Photonics market 2017-2023
• Focus on VCSEL Epi
• Can LED players succeed in Photonics market?
• Impact of Competition between VCSEL & LED
• Impact of Photonics applications on Epiwafer market
• Equipment Market
• MOCVD market estimation
• Aixtron stock price
• Discussions & Conclusions 284
• GaAs industry overview
• GaAs wafer market (2018 status)
• how mature is each Gaas application? (As of 2018)
• Conclusions and outlook (1/3)
• Entering A New Era

5
Biography & contact
ABOUT THE AUTHORS
Ezgi DOGMUS
Dr. Hong Lin has worked atYole Développement as a Technology and Market Analyst since 2013, specializing in
compound semiconductors and providing technical and economic analysis.Before joining Yole Développement,
she worked as an R&D Engineer at Newstep Technologies,overseeing the development of cold cathodes made
by plasma-enhanced chemical vapor deposition for nanotechnology-based visible and UV lamp applications.She
holds a PhD in physics and chemistry of materials.
Email: lin@yole.fr
Dr. Ezgi Dogmus is Technology & Market Analyst at Power & Wireless division at Yole, contributing to the
development of compound semiconductor activities with a dedicated collection of market & technology
reports as well as custom consulting projects. Prior Yole, Ezgi was deeply involved in the development of GaN-
based solutions at IEMN (Lille, France). Ezgi also participated in numerous international conferences and has
authored or co-authored more than 12 papers. Upon graduating from University of Augsburg (Germany) and
Grenoble Institute ofTechnology (France), Ezgi received her PhD in Microelectronics at IEMN (France).
Email: dogmus@yole.fr
Hong LIN

6
COMPANIES CITED INTHIS REPORT
AXT,AlightTechnologies,Alta Devices,AMS,Apple,APT Elctronics,Arima,Avago,AWSC,Broadcom,
Bridgelux,Changelight,China CrystalTechnologies,CMK,Dowa,Epistar,Epitex,Finisar,Flir,Freiberger
CompoundMaterials,Fuji Xerix,GCS,HC Semitek,Hexawave,Hiwafer,Huntersun,II-VI Epiworks,
Inneas,IntelliEPI,IQE,Landmark,Lasertel,Lumentum,Lumileds,Masimo,,Mediatek,Microlink Devices,
Mitsubishi Chemical,Nichia,Optowell Korea,Osram,PhilipsPhotonics,Qorvo,Qualcomm,RayCan,
RDA,Ricoh,Sanan IC,Santec,SCIOCS,SemiconductorWafer Inc.,Skyworks,Solaero,Sony,Sumitomo
ChemicalAdvancedTechnologies,Sumitomo Electric,Thorlabs,Trilumina,True light Corp.,TT Electronics,
UMS,Vanchip,Vertilas,Vital Materials,VPEC,Win Semiconductor,Xiamen Powerway,Yunnan Germanium
and more.

7
GLOSSARY (1/2)
GPRS : General Packet Radio Service
GSM : Global System for Mobile Communications
HB: High band
HBT : Heterojunction Bipolar Transistor
HCPV:High concentrated photovoltaics
HD: High Definition
HE:High end
HEMT : High Electron Mobility Transistor
HEMT:high mobility mobility transistor
HSPA:High-Speed PacketAccess
HVPE:HydrideVapor Phase Epitaxy
IC : Integrated Circuit
IED:Improvised explosive device
InP:Indium Phosphide
IR: Infrared
LB: Low band
LDMOS : Laterally Depleted Metal Oxide Semiconductor
LE: Low end
LEC: Liquid Encapsulated Czochralski
LED: light emitting diode
LIDAR: Light detection and ranging
LNA : Low Noise Amplifier
LPE:Liquid Phase Epitaxy
LTE : Long-Term Evolution
LTE-A:Long-Term Evolution Advanced
LWIR:Long wave infrared
MB: Mid-band
MBE: Molecular Beam Epitaxy
Mbps:Megabytes per second
MCM : Multi-Chip Module
MEMS : Micro-Electro-Mechanical System
MESFET:metal semiconductor field effect transistor
AGR :Annual Growth Rate
ALS:Ambient Light Sensor
AR:Augmented Reality
ASP :Average Selling Price
BAW : Bulk Acoustic Wave
Bi-CMOS : Bipolar and CMOS process technology
BIFET:Bi-field effect transistor
BOM: Bill Of Materials
BP : Baseband Processor
BT : Bandwidth-Time product
BTS : Base Transceiver Station
CA : Carrier Aggregation
CC:Component Carrier
CDMA : Code Division Multiple Access
CdTe:cadmium Tellerium
CIGS:Cupper-Indium-Gallium-Selenium
CMOS: Complementary Metal-on silicon Oxide
Semiconductor
DBR: Distributed Bragg reflector
EDGE : Enhanced Data Rate for GSM Evolution
EEL:edge emitting laser
EPD:Etch pitch density
EW:Electronics warfare
FEM : Front-End Module FET : Field EffectTransistor
FIR: far infrared
FM : Frequency Modulation
F-P: Fabry Pérot
FTTH: Fiber to the home
GaAs: Gallium Arsenide
GaN: Gallium Nitride

8
GLOSSARY (2/2)
SI: Semi insulative
SiC: Silicon Carbide
SiGe: Silicon Germanium
SOI: Silicon-on-insulator
TC-SAW:Temperature-Controlled SurfaceAcoustic Wave
TCV: Thermal Coefficient of Velocity
TDD :Time Division Duplex
TDMA :Time Division Multiple Access
TD-SCDMA:Time Division Synchronous Code Division Multiple
Access
TOF:Time of flight
Tx :Transmit/Transmitter/Transmission
UHB: Ultra high band
UMTS:Universal MobileTelecommunications System
VCSEL:verticaly cavity surface emitting laser
VED:Vacuum Electronic Devices
VGF:Vertical gradiaent freeze
VR:Virtual Reality
WCDMA:Wideband Code Division Multiple Access
WiMAX :Worldwide Interoperability for MicrowaveAccess
WLAN:Wireless Local Area Network
MIMO: Multiple Input,Multiple Output
MMW : Millimeter Wave
MOCVD: Metallorganic Chemical Vapor Deposition
MODEM : Modulator/Demodulator
MQW: multiple quantum wells
MW : MicroWave
NIR: Near infrared
OCT: Optical coherence tomography
ODM : Original Design Manufacturer
OEM : Original Equipment Manufacturer
PA:power amplifier
PAE:Power added efficiency
PD: photodiode
PON: Passive optical network
PV : photovoltaic
RADAR : Radio Detection And Ranging
RAN: Radio Access Network
RAT: Radio AccessTechnologies
RFFE: RF Front-End
RGB: red green blue
ROI: Return on investment
ROY: Red-Orange-Yellow
SC:Semi conductive
SEL: surface emitting laser

9
Wafer Epiwafer Device Module
End
Applications
REPORT OBJECTIVES (1/2)
Provide a clear understanding of the GaAs wafer and GaAs epiwafer market.
This report’s focus
RF
Photonics
LED
PV

10
REPORT OBJECTIVES (2/2)
Provide a clear understanding of the GaAs wafer and GaAs epiwafer market.
Analysis and description of the applicative markets:
• RF
• Photonique
• LED
• PV
Status of GaAs wafer growth and epi growth technology
• Technical description
Ecosystem identification and analysis:
• Determine market dynamics
• Key players by market and analysis
• Wafer and epi wafer Market size and market forecast in $M and Munits

11
EXCUTIVE MARKET – INTRODUCTION
• GaAs wafer market has been quiet in the last couple of years as the mobile handset market becomes
saturate and the related GaAs RF PA market gives very limited growth.
• The situation has been changed as Apple introduce iPhone X with 3D sensing function using GaAs
based VCSELs.The event has attracted vast attention to GaAs again.
• Indeed, the photonics market, particularly driven by 3D sensing applications in the mobile phone
market and the Lidar applications,will give new source of GaAs market growth in the next five years.
• But the GaAs market growth will not limited to the photonics applications, LED markets, driven by IR
LED applications, automotive lighting, horticultural lighting and display applications will drive increasing
volume of GaAs wafers as well.
• Indeed, we are entering an new Era for GaAs wafer and epiwafer markets, shifting from GaAs RF
dominating era to optoelectronic applications dominating era. Seeing the opportunities enabled by the
new era, the financial market is excited, the wafer suppliers and epiwafer suppliers are excited, the
equipment suppliers are excited.
• Opportunities also bring challenges. Technically, the specification requirement is different and evolving
constantly, The supply chain for new applications is under construction. Challengers are hoping to
grasp market share from the leading suppliers.
• In this report, we invite you to discover with us what is happening and what is going to happen on this
market full of opportunities.

12
GAAS INDUSTRY OVERVIEW

13
Semi Conductive waferSemi Insulating wafer
GAAS WAFER MARKET (2018 STATUS)

14
TOTAL GAAS SUBSTRATE MARKET (M$)
Total GaAs
wafer market
is expected to
be around XX
by 2023
driven by
photonics and
ROY LED
markets.

15
• What is the number of devices per application?
• What is the die size?
• What are the competitive technologies to GaAs?
• Yield?
Applicative
markets
GaAs
device
GaAs
wafer
METHODOLOGY OF MARKET ESTIMATION
What are the
market trends?
GaAs wafer
GaAs epi
wafer
Top-down approach
Bottom-up approach
RF Photonics
LEDPV

16
APPLICATIONS OF GAAS BASED RF DEVICES
GaAs offers
a wide range
of RF
applications
owing to its
high electron
mobility and
high power
density.
• Handset PA
• Handset WLAN PAs
• Non-handset WLAN PAs
• WLAN Routers
• Defense
• Data Broadcast
• Wireless infrastructure
• RF Switch
RF
applications
on GaAs
substrate
Power
Amplifier
Others
Mobile
Handset
WLAN
RF Power
Applications
RF Switch

17
In the IR spectrum,
GaAs based VCSELs
and/or EELs are used
for sensors and
sources for short reach
datacom/ telecom.
FROM PHOTONIC APPLICATIONSTO MATERIALS
Color Wavelength Active layer Substrate Applications
UVA/Blue/Green 375 to 510nm InAlGaN Sapphire, SiC, Si, GaN UV curing, general lighting, displays etc.
Yellow/Green 560 to 590nm GaP GaP
Indicators, displays etc. Strong market potential if
efficiency can be increased to fill the green gap
Red/Orange/Yellow 580 to 640nm GaAsP GaP General lighting, displays etc.
Red/Orange/Yellow 565 to 660nm InGaAlP GaAs General lighting, displays etc.
Far red/IR 850 or 980 nm AlGaAs GaAs or AlGaAs2 Datacom applications
Far red/IR
850 nm
940 nm
GaAs/AlGaAs GaAs
3D Imaging & Sensing, proximity sensors ,
autofocus systems, optical mouse
IR 905 to 1200 nm GaAs GaAs Short distance communication, LIDAR
IR 1,050 to 1,060nm InGaAsP GaAs Optical telecommunication
IR 1,2 to 1,6µm InGaAsP InP Optical telecommunication
IR 1.6 to 2.4µm GaInAsSb/AlGaAsSb GaSb Medical and instrumentation
IR 2.5 to 5µm GaInAsSb/AlGaAsSb InAs Medical and instrumentation

18
Overview
MEDICAL DEVICES
Different
applications
with different
requirements at
the device level.
Ophthalmic (laser vision
correction,cataracttreatment,
glaucoma treatment)
Dermatology &
cosmetic (wrinkles,
tattoos,hair … removal)
Surgical (general surgery,
photodynamic therapy,
revascularization,cardiovascular
photoablation,laser saw,prostatic
treatment)
Dental (tooth decay,biopsy
or lesion removal,teeth
whitening)

19
AUTOMOTIVE LIGHTING APPLICATIONS
At a glance
As LED
technology
continues to
improve and
costs gradually
decline,LED
lights gain
further
automotive
technology
validation for
replacing
traditional
technologies.
• In automotive ligthing, high-end LEDs are used since automotive qualification
standards are stringent.
• Mid to high power GaAs Based ROY LEDs are mainly adopted in;
• interior lighting:
• Dashboards
• Ceiling lighting
• Personal and mirror lighting
• and exterior lighting:
• Taillight
• Brake lights
• Tail light strip
• Main drivers for LED integration in automotive are:
• Design flexibility (color saturation, size, weight).
• Long lifetime and fast response (enhanced safety).
• High efficiency/low energy consumption.
• Greater potential for new functionalities.
• Controllability (i.e. dimming, etc.).
• Health-friendly/eco-friendly.
• Main challenges:
• Xxx
• Xxx
• xxx
lighting signature of Renault Talisman (Left) and Megane (Right)
Source: Renault
Source: Hella - BMW X5
Taillight strip and brake lights having Red LEDs
Detailed information at Horticultural lighting: Technology Industry and Market Trends | 2017

20
SEMI-INSULATING AND SEMI-CONDUCTIVE GAAS
In SI GaAs wafers,the substrate
should be insulated from the epi
transistor devices formed on
the top.
SI wafers do not use any dopants
in the melt.Resistiveproperties
are controlled via the amount of
Carbon in the GaAs melt.
SI GaAs is used primarily to
build Radio Frequency (RF)
circuits becauseof its low
noise,high frequency,high
electron mobility,high
currentand highheat
capabilities.
Semi
Insulating
(SI) GaAs
SC ingots are created by
adding to the GaAs melt
conductive dopants such as:
• Si
• Te
• Zn
SC GaAs is used in
optoelectronic devices
such as LEDs and lasers as
well as the photovoltaic
devices.
Semi
Conductive
(SC) GaAs

21
MAIN APPLICATIONS OF GAAS BASED DEVICES
While for RF
applications Si
GaAs wafers
are used,for
optoelectroni
c applications
SC wafers are
preferred.
• VSCELs
• EELs
• Photo diodes
Light Emitting
Diodes
• ROY LEDs
• IR LEDs
Photovoltaics
• HCPV
• Space solar
cells
• Emerging PV
Radio Frequency
Electronics
• WLAN
• Mobile Handset
• RF Power

22
GAAS SUBSTRATE SUPPLIERS
Classification by substrate type
A B C D E F G H I J K
Semi
conductive
4" to 8" 2" to 6" 2" to 8" 2" to 4" 2" to 4" 2" to 6" 2" to 6" 2" to 6" 2" to 4" 2" to 4" 2" to 6"
Semi
insulative
4" to 8" 2" to 6" 2" to 8" 2" to 4" 2" to 4" 2" to 6" 2" to 6" 2" to 6" 2" to 6" 2" to 4"
No
activity
VGF/VB
LEC
Dowa is a captive LED market and niche open market player

23
Overview
• MBE involves thermal evaporation of
atoms or molecules onto a substrate
in an Ultra HighVacuum (UHV),
typically around 10-10 to 10-11Torr.
• Material sources include pure
elemental solid i.e. effusion cells (Ga,
In, Be or Si) or gas (As, P, O, N etc.).
• The temperature and the flux of the
atoms/molecules influence the
crystalline quality, the growth rate
and the layer composition.
MBE
• High purity material
• Lower growth temperature enabling better control over
the layer interfaces and thickness
• High flexibility for material development and growth study
• Lower safety risk
• In-situ control of crystal growth at the atomic level
Benefits
Key Players for reactor production
Drawbacks
• Expensive equipment and operation cost
• Not efficient for mass production due to low growth rate
• Low downtime period
• Ultra-high vacuum environment needed
• Veeco (USA)
• Riber (FRA)
MBE is
preferred in
R&D
environment
for material
development.
It also enables
mass
production for
niche markets.
EPITAXIAL GROWTH METHODS
Molecular Beam Epitaxy
Riber MBE 7000 system with load capacity of 70 6” wafers
or 140 4” wafers for GaAs based pHEMT and HBT devices
(Riber)

24
FOCUS ON GAAS EPIWAFER FOR PHOTONIC APPLICATIONS
Discussion about outsourcing ratio

25
AIXTRON’S STOCK PRICING
Yole’s understanding
Financial
market has
seen the
potential of
the MOCVD
markets.
As the current leader of GaAs photonics MOCVDs suppliers, the stock price of Aixtron has seen
important increase,similar to what happen for IQE.
Source:London Stock Exchange
AIXTRON SE AIXTRON ORD SHS

26
ENTERING A NEW ERA
2023
2027
2017
LiDAR for Autonomous IndividualTransport
• Personal vehicle (L4/L5)
RF dominate
Optoelectronic dominate
RF Market
dominate
$170M
GaAs wafer market size:
Optoelectronics –RF co-existe
$388M
Optoelectronics dominate
3D sensing handset
Handset PA
Display

27
RELATED REPORTS

As one of the most mature compound
semiconductors, GaAs has been ubiquitous as
the building block of power amplifiers in every
mobile handset. In 2018, the GaAs RF business
represents more than 50% of the GaAs wafer
market. However, market growth has slowed
down in the past couple years due to the handset
market’s gradual saturation and shrinking die
size. With the transition from 4G to 5G, Yole
Développement expects GaAs to remain the
mainstream technology for sub-6 GHz instead of
CMOS, owing to GaAs’ high power and linearity
performance as required by carrier aggregation and
MIMO technology.
Since 2017, GaAs wafer has been particularly notable
in photonics applications. When Apple introduced
its new iPhone X with a 3D sensing function
using GaAs-based lasers, it paved the way for a
significant boost in the GaAs photonics market. Yole
Développement (Yole) expects GaAs wafers for
photonics applications to grow at a CAGR of 37%
from 2017 - 2023 (in units), reaching around $150M
by 2023.
GaAs-based red-orange-yellow (ROY) and
infrared LED applications have also caught our
attention. Yole expects an impressive 21% CAGR
from 2017 - 2023 (in units) for the total GaAs LED
market, surpassing more than half of GaAs wafer
volume by 2023.
In terms of the wafer and epiwafer businesses, each
application requires a different size and quality
when determining wafer and epiwafer prices. As
a new entrant, photonics applications will impose
new specification requirements compared to the
well-established RF and LED wafer and epiwafers,
creating significant ASP diversity.
This report provides an overview of the GaAs wafer
and epi wafer market size and market forecast in
four big applicative markets: RF, Photonics, LED, and
PV. This report also outlines Yole Développement’s
understanding of the technical description of GaAs
wafer and epiwafer growth, and the main challenges.
GaAs WAFER AND EPIWAFER MARKET: RF, PHOTONICS,
LED, AND PV APPLICATIONS
Market & Technology report - July 2018
AFTER FINDING SUCCESS IN THE GaAs RF MARKET, GaAs PHOTONICS IS
NOW A RISING STAR
Photonics applications are driving the GaAs wafer and epiwafer market into a new era.
KEY FEATURES
• Market size for GaAs wafer, up
to 2023 ($M and units), split
by RF, photonics, LED, and PV
applications
• Market size for GaAs epiwafer, up
to 2023 ($M and units), split by RF
and photonics applications (VCSEL,
EELs, etc.)
• GaAs wafer and epiwafer ASP
• Description of the industrial
landscape covering GaAs wafer
suppliers and epiwafer suppliers
• Outline of RF, photonics, LED, and
PV applications
• MOCVD market estimate
(Yole Développement, July 2018)
GaAs PHOTONICS: SMARTPHONES TODAY, AUTOMOTIVE TOMORROW?
Today the GaAs wafer and epiwafer markets are
entering a new era, with optoelectronic taking
the limelight from GaAs RF applications. Not
too long ago, GaAs photonics was a relatively
tiny market whose principal application was data
centers. But ever since the introduction of a 3D
sensing function using GaAs-based VCSELs in
Apple’s iPhone X, GaAs VCSEL has attracted huge
attention. Indeed, three sensor modules based
on GaAs VCSELs are used in the iPhone X for
facial recognition: 1) proximity sensor for activity/
human detection; 2) flood illuminator for face and
GaAs substrate volume (6 inch equivalent) – From 2017 to 2023
4
3
2
1
0
2017 2023
RF LED Photonics PV
Photonic CAGR:
37%
InMunits

GaAs WAFER AND EPIWAFER MARKET: RF, PHOTONICS, LED, AND PV APPLICATIONS
INDUSTRIAL PLAYERS ARE EMBRACING THIS NEW ERA
The GaAs photonics market’s remarkable growth
potential will offer plenty of value chain opportunities
for wafer, epiwafer, and MOCVD equipment suppliers,
as well as for investors.
In terms of GaAs wafer supply, Sumitomo Electric,
Freiberger Compound Materials, and AXT lead the
market with about 95% of market share collectively.
And since new laser applications have very high
specification requirements for GaAs wafer that are
constantly evolving, Yole analysts’ expect the top
players to maintain their technical advantage for at
least another 3 - 5 years. Meanwhile, Chinese GaAs
wafer suppliers like Vital Materials, which have grabbed
part of the LED market from the leading suppliers,
are expected to increase their share thanks to LED
markets.
For GaAs epiwafer production, there are different
business models. The GaAs LED market is principally
vertically integrated, with very well-established
IDMs like Osram, San’an, Epistar, and Changelight.
On the other hand, GaAs RF businesses outsource
significantly from well-established epihouses. Over
the last number of years, the GaAs RF epi business has
gone through many consolidations, resulting in four
major actors today: IQE, VPEC, Sumitomo Chemicals
(including Sumitomo Chemical Advanced Technologies
and SCIOCS), and IntelliEPI.
Regarding the GaAs photonics market, the epi
business is still applications-dependent. The GaAs
datacom market is mostly epi-integrated, with
dominant IDMs like Finisar, Avago, and II-VI. For 3D
sensing in smartphones, epi outsourcing is significant.
eye detection in daytime or night; and 3) dot projector
for facial recognition. With the potential adoption of
this technology by Android platforms, Yole analysts’
expect the GaAs wafer market segment to grow at a
remarkable 58% CAGR from 2017 - 2023.
Moreover, the GaAs photonics market is not limited
to VCSEL applications. LiDAR is a key technology
allowing the creation of a 3D map of surroundings
for autonomous vehicles and robotics. This emerging
application uses high power and large-size, GaAs-
based edge-emitting laser (EEL) devices, which will
represent an incredible boost for the GaAs photonics
wafer market.
Along with the GaAs photonics wafer market’s
remarkable growth, ROY and infrared LEDs on GaAs
substrate are expected to evince strong growth
potential. Large display, automotive, and horticultural
lighting applications are main drivers for red LEDs,
posting a CAGR 2017 - 2023 of 21% (in $M) for the
ROY GaAs wafer market. Similarly, GaAs-based
IRLEDs used in medical sensors for blood pressure
and blood sugar, as well as proximity sensors for
gesture recognition in smartphones and automotive,
are growing market segments.
Yole invites you to read its analysis and detailed description
of each market segment, along with an overview of
technology trends and ecosystem identification.
Evolution of the GaAs industry, from 2017 to 2027
By market segment
GaAs industry – 2017 overview*
2
2023
2027
2017
LiDAR for Autonomous
Individual Transport
Personal vehicle (L4/L5)
RF dominate
Optoelectronic dominate
RF Market
dominate
$170M
Optoelectronics –RF co-existe
$388M
Optoelectronics dominate
3D sensing handset
Handset PA
Display
GaAs substrate suppliers
GaAs epiwafers suppliers
RF: Epi+device supplier
RF: Device suppliers
Photonics: Epi+device suppliers
Photonics: Device suppliers
LEDs: Epi+device suppliers
PV: Epi+device suppliers
Photonic
LEDs
PV
RF
*Non-exhaustive list of companies
Note: The area in the figure is not representive
of the size of the applicative market..

MARKET TECHNOLOGY REPORT
COMPANIES CITED IN THE REPORT (non exhaustive list)
AXT, Alight Technologies, Alta Devices, AMS, Apple, APT Elctronics, Arima, Avago, AWSC,
Broadcom, Bridgelux, Changelight, China Crystal Technologies, CMK, Dowa, Epistar, Epitex, Finisar,
Flir, Freiberger Compound Materials, Fuji Xerix, GCS, HC Semitek, Hexawave, Hiwafer, Huntersun,
II-VI Epiworks, Inneas, IntelliEPI, IQE, Landmark, Lasertel, Lumentum, Lumileds, Masimo,, Mediatek,
Microlink Devices, Mitsubishi Chemical, Nichia, Optowell Korea, Osram, Philips Photonics, Qorvo,
Qualcomm, RayCan, RDA, Ricoh, Sanan IC, Santec, SCIOCS, Semiconductor Wafer Inc., Skyworks,
Solaero, Sony, Sumitomo Chemical Advanced Technologies, Sumitomo Electric, Thorlabs, Trilumina,
True light Corp.,TT Electronics, UMS, Vanchip, Vertilas, Vital Materials, VPEC, Win Semiconductor,
Xiamen Powerway, Yunnan Germanium and more.

Executive summary 11
GaAs RF market 43
GaAs RF applicative market overview
GaAs RF supply chain and wafer market
GaAs substrate volume for RF applications
(2017 - 2023)
GaAs substrate market size for RF applications ($m)
GaAs photonics market 104
GaAs photonics applicative market - overview
GaAs substrate volume for the photonics market
(2017 - 2023)
GaAs substrate market for the photonics market ($M)
GaAs LED market 164
GaAs LED applicative market - overview
GaAs substrate market size for LEDs ($M)
GaAs substrate volume for LED applications
(2017 - 2023)
GaAs PV market 200
GaAs PV applicative market - overview
GaAs substrate volume for PV applications (units)
GaAs substrate market size for PV applications ($M)
GaAs wafer technology market 223
GaAs substrate - growth evolution
GaAs wafer suppliers - estimated market share
Total GaAs substrate volume in Kunits
(2017 - 2023)
Total GaAs substrate market ($M) (2017 vs. 2023)
GaAs epiwafer technology market 251
Discussion concerning the epi business model
Total GaAs epiwafer volume, in units (2017 - 2023)
Total GaAs epiwafer market size ($M)
GaAs RF epiwafer players - estimated market
share (open market)
Estimated GaAs RF epiwafer share (open market)
Estimated GaAs photonics epiwafer shares (open
market)
Focus on VCSEL epi
Can LED players succeed in the photonics market?
Impact of photonics applications on the epiwafer
market
MOCVD market estimate
Discussions conclusions 284
GaAs industry overview
TABLE OF CONTENTS (complete content on i-Micronews.com)
OBJECTIVES OF THE REPORT
Determination of GaAs wafer and epiwafer market dynamics:
• Technical description of GaAs wafer growth and epi growth technology
• Wafer and epi wafer market size and market forecast, in $M and Munits
• Ecosystem identification and analysis
• Key players, by market
• Main technical challenges
Analysis and description of the markets and technologies involved:
• Technical market segmentation focused on four big applicative markets: RF, Photonics, LED, PV
• Market trends and forecast
• Technology trends
• Major players worldwide
AUTHORS
As a Technology Market Analyst, Compound
Semiconductors, Dr. Ezgi Dogmus is
member of the Power Wireless division
at Yole Développement (Yole). She is daily
contributing to the development of these
activities with a dedicated collection of
market technology reports as well as
custom consulting projects. Prior Yole, Ezgi
was deeply involved in the development
of GaN-based solutions at IEMN (Lille,
France). Ezgi also participated in numerous
international conferences and has authored
or co-authored more than 12 papers.
Upon graduating from University of
Augsburg (Germany) and Grenoble Institute
of Technology (France), Ezgi received her
PhD in Microelectronics at IEMN (France).
Find more
details about
this report here:
Dr.HongLinworksatYoleDéveloppement
(Yole), as a Technology and Market Analyst,
Compound Semiconductors within the
Power Wireless division since 2013. She
is specialized in compound semiconductors
and provides technical and economic
analysis. Before joining Yole Développement,
she worked as RD engineer at Newstep
Technologies. She was in charge of the
development of cold cathodes by PECVD
for visible and UV lamp applications based on
nanotechnologies. She holds a Ph.D in Physics
and Chemistry of materials.
In 2017, Apple’s supplier Lumentum used IQE as its
VCSEL epi supplier. This resulted in an almost 10x
increase in IQE’s stock price. Other leading GaAs
epihouses are in qualification or ramping up. Yole
expects the photonic epiwafer market to behave
similar to the GaAs RF epiwafer market.
This report provides an overview of the GaAs
industrial landscape, covering the value chain from
wafer and epitaxy to device. Also, this report outlines
Yole Développement’s understanding of the market’s
current dynamics and future evolution.
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REPORTS COLLECTION
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• MEMS Sensors
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• Imaging
• Medical technologies (MedTech)
• Photonics
• Advanced packaging
• Manufacturing
• Advanced substrates
• Power electronics
• Batteries and energy management
• Compound semiconductors
• Solid state lighting
• Displays
• Software
• Memory

OUR 2018 REPORTS COLLECTION (1/4)
MEMS SENSORS
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of the MEMS Industry 2018 – Update
− Silicon Photonics 2018 – Update
− Consumer Biometrics: Hardware Software 2018 – Update
− Inkjet Functional and Additive Manufacturing for Electronics 2018
− Fingerprint Sensor Applications and Technologies – Consumer Market Focus 2017
− Sensors and Sensing Modules for Smart Homes and Buildings 2017
− Acoustic MEMS and Audio Solutions 2017
− MEMS Sensors for Automotive Market Technology Trends 2017
− High End Inertial Sensors 2017
− Magnetic Sensor 2017
o REVERSE COSTING® – STRUCTURE, PROCESS COST REPORT
– by System Plus Consulting
− Piezo MEMS 2018 *
o PATENT ANALYSES – by KnowMade
− MEMS Microphone – Patent Landscape Analysis
− Knowles MEMS Microphones in Apple iPhone 7 Plus – Patent-to-Product
Mapping 2017
o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade
− MEMS Pressure Sensor 2018 – Market Technology Report
− MEMS Pressure Sensor Comparison 2018 – Structure, Process Cost Report
− Gas Particles 2018 – Market Technology Report
− Gas Particles Comparison 2018 – Structure, Process Cost Report
− LiDARs for Automotive and Industrial Applications 2018 – Market
Technology Report
− LiDAR for Automotive 2018 – Patent Landscape Analysis
− MEMS Packaging 2017 – Market Technology Report
− MEMS Packaging Comparison 2017 – Structure, Process Cost Report
RF DEVICES ANDTECHNOLOGIES
− Wireless technologies (Radar, V2X) for Automotive 2018
− RF Standards and Technologies for Connected Objects 2018
− RF Photonic Components Technologies for 5G Infrastructure2018
o REVERSE COSTING® – STRUCTURE, PROCESS COST REPORT– by System
Plus Consulting
− Automotive Radar Comparison 2018
− RF Acoustic Wave Filters 2017 – Patent Landscape Analysis
o LINKED REPORTS – by Yole Développement, System Plus Consulting andKnowMade
− 5G impact on RF Front End Modules and Connectivity for Cellphones 2018 – Market
Technology Report – Update
− RF Front-End Module Comparison 2018 – Structure, Process Cost Report
− RF Front End Modules for Cellphones 2018 – Patent Landscape Analysis
− Advanced RF System-in-Package for Cellphones 2018 – Market Technology
Report – Update*
− Advanced RF SiPs for Cell Phones Comparison 2017 – Structure, Process
Cost Report
− RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023
Market Technology Report – Update
− RF GaN Comparison 2018* – Structure, Process Cost Report
− RF GaN 2018 – Patent Landscape Analysis
SOFTWARE
− Consumer Biometrics: Sensors Software 2018 – Update
− Processing Hardware and Software for AI 2018 - Vol. 1 2
− From Image Processing to Deep Learning, Introduction to Hardware and Software
Update : 2017 version still available / *To be confirmed

IMAGING OPTOELECTRONICS
− Status of the Compact Camera Module and Wafer Level Optics
− Industry 2018 – Update
− 3D Imaging and Sensing 2018 – Update
− Sensors for Robotic Vehicles 2018
− Machine Vision for Industry and Automation 2018
− Imagers and Detectors for Security and Smart Buildings 2018
− Uncooled Infrared Imagers 2017
− iPhone X Dot Projector – Patent-to-Product Mapping
− Status of the CMOS Image Sensor Industry 2018 – Market Technology Report -
Update
− CMOS Image Sensor Comparison 2018 – Structure, Process Cost Report
− CMOS Image Sensors Monitor 2018* – Quaterly Update**
− Camera Module 2017 – Market Technology Report
− Compact Camera Module Comparison 2018 – Structure, Process Cost Report
− LiDARs for Automotive and Industrial Applications 2018 – Market Technology
Report
− LiDAR for Automotive 2018 – Patent Landscape Analysis
ADVANCED PACKAGING
− Status of Advanced Packaging Industry 2018 – Update
− Status of Advanced Substrates 2018: Embedded Die andInterconnects,
Substrate Like PCB Trends
− 3D TSV and Monolithic Business Update 2018 – Update
− Power Modules Packaging 2018 – Update
− Discrete Power Packaging 2018 – Update*
− Status of Panel Level Packaging 2018
− Trends in Automotive Packaging 2018
− Hardware and Software for AI 2018 - Vol. 1 2
− Integrated Passive Devices (IPD) 2018
− Thin-Film Integrated Passive Devices 2018
− Memory Packaging Market and Technology Report 2018 – Update*
− Hybrid Bonding for 3D Stack – Patent Landscape Analysis
o LINKED REPORTS– by Yole Développement and System Plus Consulting
− Advanced RF System-in-Package for Cellphones 2018 – Market Technology Report -
Update*
− Advanced RF SiPs for Cell Phones Comparison 2017 – Structure, Process
Cost Report
− Fan-Out Packaging 2018 – Market Technology Report – Update*
− Fan-Out Packaging Comparison 2018* – Structure, Process Cost Report
MANUFACTURING
− Wafer Starts for More Than Moore Applications 2018
− Equipment for More than Moore: Technology Market Trends
for Lithography Bonding/Debonding 2018
− Polymeric Materials for wafer-level Advanced Packaging 2018
− Laser Technologies for Semiconductor Manufacturing 2017
− Glass Substrate Manufacturing in the Semiconductor Field 2017
− Equipment and Materials for Fan-Out Packaging 2017
− Equipment and Materials for 3D TSV Applications 2017
o LINKED REPORTS – by Yole Développement and System Plus Consulting
− Equipment for More than Moore: Technology Market Trends for
Lithography Bonding/Debonding 2018 – Market Technology Report
− Wafer Bonding Comparison2018 – Structure, Process Cost Report

MEMORY
− Emerging Non Volatile Memory 2018 – Update
− Memory Packaging Market and Technology Report 2018 – Update*
o QUARTERLY UPDATE – by Yole Développement**
− Memory Market Monitor 2018 (NAND DRAM)
o MONTHLY UPDATE – by Yole Développement**
− Memory Pricing Monitor 2018 (NAND DRAM)
o REVERSE ENGINEERING COSTING REVIEW – by System Plus Consulting
− DRAM Technology Cost Review 2018
− NAND Memory Technology Cost Review 2018
− 3D Non-Volatile Memories – Patent Landscape
COMPOUND SEMICONDUCTORS
− Status of Compound Semiconductor Industry 2018*
− GaAs Materials, Devices and Applications 2018
− InP Materials, Devices and Applications 2018
− Bulk GaN Substrate Market 2017
− Power SiC 2018: Materials, Devices, and Applications – Market Technology
Report – Update
− SiC Transistor Comparison 2018 – Structure, Process Cost Report
− Power SiC 2018 – Patent Landscape Analysis
− Power GaN 2018: Materials, Devices, and Applications – Market Technology Report
– Update
− GaN-on-Silicon Transistor Comparison 2018 – Structure, Process Cost Report
− Status of the GaN IP – Patent Watch 2018 Patent Activity 2017
− RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023
– Market Technology Report – Update
− RF GaN – Patent Landscape Analysis
POWER ELECTRONICS
− Status of Power Electronics Industry 2018 – Update
− Discrete Power Packaging 2018 – Update*
− Power Electronics for Electric Vehicles 2018 – Update
− Integrated Passive Devices (IPD) 2018
− Wireless Charging Market Expectations and Technology Trends 2018
− Thermal Management Technology and Market Perspectives in Power
− Electronics and LEDs 2017
− Gate Driver 2017
− Power MOSFET 2017
− IGBT 2017
− Market Opportunities for Thermal Management Components in
Smartphones 2017
o LINKED REPORTS – by Yole Développement, System Plus Consulting
and KnowMade
− Power Modules Packaging 2018 – Market Technology Report – Update
− Automotive Power Module Packaging Comparison2018 – Structure,
Process Cost Report
− Power ICs Market Monitor 2018 – Quaterly Update**
− Power ICs Market Comparison 2018* – Structure, Process Cost Report
BATTERY AND ENERGY MANAGEMENT
− Li-ion Battery Packs for Automotive and Stationary Storage Applications 2018 –
Update
− Status of the Battery Patents – Patent Watch 2018 Patent Activity 2017
o LINKED REPORTS – by Yole Développement and KnowMade
− Solid State Electrolyte Battery 2018 – Market Technology Report
− Solid-State Batteries 2018 – Patent Landscape Analysis
Update : 2017 version still available / *To be confirmed / ** Can not be selected within an Annual Subscription offer

SOLID STATE LIGHTING
− IR LEDs and Lasers 2018: Technology, Industry and Market Trends – Update
− Automotive Lighting 2018: Technology, Industry and Market Trends – Update
− UV LEDs 2018: Technology, Industry and Market Trends – Update
− LiFi: Technology, Industry and Market Trends
− LED Lighting Module Technology, Industry and Market Trends 2017
− CSP LED Lighting Modules
− Phosphors Quantum Dots 2017 - LED Downconverters for Lighting Displays
− Horticultural Lighting 2017
o LINKED REPORTS – by Yole Développement and System Plus Consulting
− VCSELs 2018: Technology, Industry and Market Trends – Market Technology
Report
− VCSELs Comparison 2018 – Structure, Process Cost Report
DISPLAYS
− Quantum Dots and Wide Color Gamut Display Technologies 2018 – Update
− Displays and Optical Vision Systems for VR/AR/MR 2018
− MicroLED Displays 2018 – Market Technology Report – Update
− MicroLED Display – Patent Landscape Analysis
MEDTECH
− BioMEMS Non Invasive Emerging Biosensors: Microsystems for Medical
− Applications 2018 – Update
− Point-of-Need Testing Application of Microfluidic Technologies 2018 – Update
− Neurotechnologies and Brain Computer Interface 2018
− CRISPR-Cas9 Technology: From Lab to Industries 2018
− Ultrasound technologies for Medical, Industrial and Consumer 2018
− Inkjet Functional and Additive Manufacturing for Electronics 2018
− Liquid Biopsy: from Isolation to Downstream Applications 2018
− Chinese Microfluidics Industry 2018
− Scientific Cameras for the Life Sciences Analytical Instrumentation
Laboratory Markets 2018*
− Artificial Organ Technology and Market 2017
− Connected Medical Devices Market and Business Models 2017
− Status of the Microfluidics Industry 2017
− Organs-On-Chips 2017
− Solid-State Medical Imaging 2017
− Medical Robotics Market Technology Analysis 2017
− Microfluidic IC Cooling – Patent Landscape
− Circulating Tumor Cell Isolation – Patent Landscape
− OCT Medical Imaging – Patent Landscape
− Pumps for Microfluidic Devices – Patent Landscape 2017
− Microfluidic Technologies for Diagnostic Applications– Patent Landscape 2017
− FLUIDIGM – Patent Portfolio Analysis 2017
− Consumer Physics SCiO Molecular Sensor – Patent-to-Product Mapping 2017
− Organs-On-Chips 2017 – Market Technology Report
− Organ-on-a-Chip– Patent Landscape Analysis

OUR 2017 PUBLISHED REPORTS LIST (3/3)
OUR PARTNERS’ REPORTS
PATENT ANALYSES – by KnowMade
− Wireless Charging Patent LandscapeAnalysis
− RF Acoustic Wave Filters Patent LandscapeAnalysis
− NMC Lithium-Ion Batteries Patent LandscapeAnalysis
− Pumps for Microfluidic Devices Patent Landscape
− III-N PatentWatch
− FLUIDIGM Patent Portfolio Analysis
− Knowles MEMS Microphones in Apple iPhone 7 Plus Patent-to-Product Mapping 2017
− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping
− Patent Licensing Companies in the Semiconductor Market - Patent Litigation Risk and Potential Targets
− Microfluidic Technologies for Diagnostic Applications Patent Landscape
TEARDOWN REVERSE COSTING – by System Plus Consulting
More than 60 teardowns and reverse costing analysis and cost simulation tools published in 2017
MORE INFORMATION
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Several key events planned for
2018 on different topics to
attract 120 attendees on average
Gain new leads for your business
from an average of 340
registrants per webcast
Contact: Camille Veyrier (veyrier@yole.fr),Marketing Communication Project Manager

CONTACT INFORMATION
o CONSULTINGANDSPECIFICANALYSIS,REPORT
BUSINESS
• North America:
• Steve LaFerriere, Senior Sales Director for Western US
Canada
Email: laferriere@yole.fr – + 1 310 600-8267
• Troy Blanchette, Senior Sales Director for Eastern US
Canada
Email: troy.blanchette@yole.fr – +1 704 859-0453
• Japan Rest ofAsia:
• Takashi Onozawa, General Manager,Asia Business
Development (Korea, Singapore, India ROA)
Email: onozawa@yole.fr - +81 34405-9204
• Miho Othake, Account Manager (Japan)
Email: ohtake@yole.fr - +81 3 4405 9204
• Itsuyo Oshiba, Account Manager (Japan)
Email: oshiba@yole.fr - +81-80-3577-3042
• Greater China: MavisWang, Director of Greater China Business
Development
Email: wang@yole.fr - +886 979 336 809
• Europe: Lizzie Levenez,EMEA Business Development Manager
Email: levenez@yole.fr - +49 15 123 544 182
• RoW: Jean-Christophe Eloy,CEO President,Yole Développement
Email eloy@yole.fr - +33 4 72 83 01 80
o FINANCIAL SERVICES (in partnershipwithWoodside
CapitalPartners)
• Jean-Christophe Eloy,CEO President
Email: eloy@yole.fr - +33 4 72 83 01 80
• Ivan Donaldson,VP of Financial Market Development
Email: ivan.donaldson@yole.fr - +1 208 850 3914
o GENERAL
• Public Relations: leroy@yole.fr - +33 4 72 83 01 89
• Email: info@yole.fr - +33 4 72 83 01 80
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