Over recent years, the wide band-gap semiconductor landscape, particularly in Power SiC and GaN, has experienced noteworthy shifts with significant mergers, acquisitions, partnerships, and supply agreements. New entrants have intensified competition. Material suppliers are advancing into epiwafer and device realms, while some device manufacturers are integrating epiwafer or substrate internally. This dynamic raises questions about the motivations and strategies driving such decisions and prompts speculation about the future moves within the eco-system. This presentation by Yole Group aims to provide a comprehensive overview of market trends over the next five years, shedding light on the strategies employed by market players to reshape the supply chain.
Poshun is a senior analyst specializing in compound semiconductors and emerging substrates at Yole Développement (Yole). As a member of the Power Electronics and Wireless division at Yole, Poshun focuses on the power, RF, and opto-electronics segments. He is engaged in the development of technology and market reports and is also involved in custom projects. Before joining Yole, Poshun had nine years’ experience in R&D and product management at Epistar (TW and CHN). He is the author or co-author of over ten patents in solid-state-lighting. Poshun was also previously engaged in the development and evaluation of novel applications of process technology and components based on relevant semiconductor material systems. Poshun received an MSc degree in microelectronics from National Cheng Kung University (TW) and an MBA from IESEG School of Management(FR).