gan power transistor comparison 2020 - system plus€¦ · ©2020 by system plus consulting |...

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+33 2 40 18 09 16 [email protected] www.systemplus.fr GaN Power Transistor Comparison 2020 Comparison of the technology and cost of 18 GaN devices from: EPC, GaN Systems, Infineon, Innoscience, Navitas, Nexperia, Panasonic, PI, TI and Transphorm. 22 bd Benoni Goullin 44200 NANTES - FRANCE REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT SP20538 – Power semiconductor report by Taha AYARI Laboratory analysis by Peggy GALLOIS October 2020 – Sample

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Page 1: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1

+33 2 40 18 09 16 [email protected] www.systemplus.fr

GaN Power Transistor Comparison 2020Comparison of the technology and cost of 18 GaN devices from: EPC, GaN Systems, Infineon, Innoscience, Navitas, Nexperia, Panasonic, PI, TI and Transphorm.

22 bd Benoni Goullin44200 NANTES - FRANCE

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

SP20538 – Power semiconductor report by Taha AYARILaboratory analysis by Peggy GALLOIS

October 2020 – Sample

Page 2: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 2

Table of Contents

Overview / Introduction 4

o Executive Summary

o Reverse Costing Methodology

o Glossary

Technology & Market 8

Company Profile 26

Physical Analysis 54

o Low Voltages

o EPC: EPC2040, EPC2024, EPC2214

o Texas Instruments: LMG5200

o GaN Systems: GS61004B

o Medium Voltages

o Infineon: IGT40R070D1 E8220, IGOT60R070D1

o Panasonic: PGA26E19BA

o Texas Instruments: LMG3410R070

o Transphorm: NTP8G206NG/TPH3206PS, TPH3208PS,

TP65H035G4WS, TP90H180PS

o GaN Systems: GS66504B

o Navitas: NV6115

o Nexperia: GAN063-650WSA

o Innoscience: INN650D02

o Power Integrations: SC1923C

Technology and Physical Comparison 158

o Physical and Technology Comparison

o Performance Comparison

Manufacturing Process Flow 170

o EPC

o TI

o Infineon

o GaN Systems

o Transphorm

o Navitas

o Panasonic

o Power Integrations

o Nexperia

o Innoscience

Cost and Price Analysis 225

o Summary

o Yields Explanation & Hypotheses

o Low Voltages

o Medium Voltages

For Each Analyzed Device:✓ Wafer cost✓ Die cost✓ Packaging cost✓ Component cost✓ Component price

Cost Comparison 268

o Global Comparison – Component Costo Low Voltages – Wafer and Ampere Cost Comparisono Low Voltages – Component Cost Breakdown Comparisono Medium Voltages – Wafer and Ampere Cost Comparisono Medium Voltages – Component Cost Breakdown Comparison

Feedbacks 274

System Plus Consulting Services 276

Page 3: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 3

Overview / Introduction

Technology & Market

Company Profile

Physical Analysis

Technology and Physical Comparison

Manufacturing Process Flow

Cost & Price Analysis

Cost Comparison

Feedbacks

Related Reports

About System Plus

Discrete CascodePower IC monolithic

Analyzed GaN HEMTs

Power IC multichip Discrete E-mode

Page 4: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 4

Overview / Introduction

Technology & Market

Company Profile

Physical Analysis o Low Voltages o EPC

o EPC2040o EPC2024o EPC2214

o TIo LMG5200

o GaN Systemso GS61004B

o Infineono IGT40R070D1 E8220

Technology and Physical Comparison

Manufacturing Process Flow

Cost & Price Analysis

Cost Comparison

Feedbacks

Related Reports

About System Plus

EPC GaN Devices

EPC2040 ©2020 by System Plus Consulting EPC2024 ©2020 by System Plus Consulting EPC2214 ©2020 by System Plus Consulting

Page 5: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 5

Overview / Introduction

Technology & Market

Company Profile

Physical Analysis o Low Voltages o EPC

o EPC2040o EPC2024o EPC2214

o TIo LMG5200

o GaN Systemso GS61004B

o Infineono IGT40R070D1 E8220

Technology and Physical Comparison

Manufacturing Process Flow

Cost & Price Analysis

Cost Comparison

Feedbacks

Related Reports

About System Plus

EPC2040 Package Characteristics

Page 6: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 6

Overview / Introduction

Technology & Market

Company Profile

Physical Analysis o Low Voltages o EPC

o EPC2040o EPC2024o EPC2214

o TIo LMG5200

o GaN Systemso GS61004B

o Infineono IGT40R070D1 E8220

Technology and Physical Comparison

Manufacturing Process Flow

Cost & Price Analysis

Cost Comparison

Feedbacks

Related Reports

About System Plus

EPC2040 HEMT Die Cross-Section

Page 7: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 7

Overview / Introduction

Technology & Market

Company Profile

Physical Analysis

Technology and Physical Comparisono Physical and Technology

Comparisono Performance Comparison

Manufacturing Process Flow

Cost & Price Analysis

Cost Comparison

Feedbacks

Related Reports

About System Plus

Summary of the physical analysis

Page 8: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 8

Overview / Introduction

Technology & Market

Company Profile

Physical Analysis

Technology and Physical Comparisono Physical and Technology

Comparisono Performance Comparison

Manufacturing Process Flow

Cost & Price Analysis

Cost Comparison

Feedbacks

Related Reports

About System Plus

Epitaxy Thickness vs Vds

Page 9: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 9

Overview / Introduction

Technology & Market

Company Profile

Physical Analysis

Technology and Physical Comparisono Physical and Technology

Comparisono Performance Comparison

Manufacturing Process Flow

Cost & Price Analysis

Cost Comparison

Feedbacks

Related Reports

About System Plus

Medium Voltages Performances – FoM (Rdson*Qg)

Page 10: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 10

Overview / Introduction

Technology & Market

Company Profile

Physical Analysis

Technology and Physical Comparisono Physical and Technology

Comparisono Performance Comparison

Manufacturing Process Flow

Cost & Price Analysis

Cost Comparison

Feedbacks

Related Reports

About System Plus

Medium Voltages Performances – Current Density

Page 11: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 11

Overview / Introduction

Technology & Market

Company Profile

Physical Analysis

Technology and Physical Comparison

Manufacturing Process Flowo EPCo TIo Infineono GaN Systemso Transphormo Navitaso Panasonico Power Integrationso Nexperiao Innoscience

Cost & Price Analysis

Cost Comparison

Feedbacks

Related Reports

About System Plus

GaN Transistor – Process Flow (2/3)

Page 12: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 12

Overview / Introduction

Technology & Market

Company Profile & Supply Chain

Physical Analysis

Technology and Physical Comparison

Manufacturing Process Flow

Cost & Price Analysiso Medium Voltages o Infineono Panasonico Texas Instrumentso Transphormo GaN Systemso Navitaso Nexperia o Innoscienceo Power Integrations

Cost Comparison

Feedbacks

Related Reports

About System Plus

Transphorm Wafer & Die Cost

Page 13: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 13

Overview / Introduction

Technology & Market

Company Profile & Supply Chain

Physical Analysis

Technology and Physical Comparison

Manufacturing Process Flow

Cost & Price Analysiso Medium Voltages o Infineono Panasonico Texas Instrumentso Transphormo GaN Systemso Navitaso Nexperia o Innoscienceo Power Integrations

Cost Comparison

Feedbacks

Related Reports

About System Plus

Transphorm Component Cost & Price

Page 14: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 14

Overview / Introduction

Technology & Market

Company Profile

Physical Analysis

Technology and Physical Comparison

Manufacturing Process Flow

Cost & Price Analysis

Cost Comparisono Global Comparison o Low Voltages o Medium Voltages

Feedbacks

Related Reports

About System Plus

Discrete Cascode

Global Comparison – Component Cost

Power IC Discrete E-mode

Page 15: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 15

Overview / Introduction

Technology & Market

Company Profile

Physical Analysis

Technology and Physical Comparison

Manufacturing Process Flow

Cost & Price Analysis

Cost Comparison

Feedbacks

Related Reports

About System Plus

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

POWER & COMPOUND SEMICONDUCTORS• Innoscience’s 650 V GaN-on-Si Transistor• Navitas 650V GaNFast Power IC Family• Nexperia’s AEC-Q101 qualified 650 V GaN based power

device• Infineon 600V CoolGaN Transistor Family• GaN-on-Sapphire HEMT Power IC by Power Integrations

Related Reports

MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT

POWER ELECTRONICS & COMPOUND SEMI• Power GaN 2019: Epitaxy, Devices, Applications & Technology

Trends• Compound Semiconductor Quarterly Market Monitor• Status of the Power Electronics Industry 2020

Page 16: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 16

COMPANYSERVICES

Page 17: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 17

Overview / Introduction

Technology & Market

Company Profile

Physical Analysis

Technology and Physical Comparison

Manufacturing Process Flow

Cost & Price Analysis

Cost Comparison

Feedbacks

Related Reports

About System Pluso Company serviceso Contact

Business Models a Fields of Expertise

Custom Analyses(>130 analyses per year)

Reports(>60 reports per year)

Costing Tools

Trainings

Page 18: GaN Power Transistor Comparison 2020 - System Plus€¦ · ©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 1 +33 2 40 18 09 16 info@systemplus.fr

©2020 by System Plus Consulting | SP20538 - GaN Power Transistor Comparison 2020 18

Overview / Introduction

Technology & Market

Company Profile

Physical Analysis

Technology and Physical Comparison

Manufacturing Process Flow

Cost & Price Analysis

Cost Comparison

Feedbacks

Related Reports

About System Pluso Company serviceso Contact

Contact

Headquarters22 bd Benoni Goullin44200 NantesFRANCE+33 2 40 18 09 [email protected]

Europe Sales OfficeLizzie LEVENEZFrankfurt am MainGERMANY+49 151 23 54 41 [email protected]

www.systemplus.fr

NANTESHeadquarters

FRANKFURT/MAINEurope Sales Office

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Asia Sales OfficeTakashi ONOZAWATokyoJAPANT : +81 804 371 [email protected]

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