Core Viewpoint - InnoLux is set to increase its 8-inch GaN production capacity from 13,000 wafers per month to 20,000 wafers per month by the end of the year, with a long-term goal of reaching 70,000 wafers per month in five years [1] Company Summary - InnoLux is a leading manufacturer of GaN integrated devices, covering wafer manufacturing, discrete devices, smart GaN ICs, driver control chips, and GaN power modules [1] - The company emphasizes the growing importance of GaN in consumer electronics, particularly in chargers, and its potential to replace silicon due to its efficiency and compact size [1] - InnoLux plans to focus on the maturity of its 8-inch production line before gradually advancing to 12-inch technology, which is expected to achieve commercialization by 2030 [2] Industry Summary - According to Yole Group, the revenue from GaN in power applications is projected to grow at an annual rate of 36%, reaching approximately $2.5 billion by 2030 [2] - The transition from 8-inch to 12-inch wafers presents challenges, as the output of 12-inch chips is 2.3 times greater, but maintaining stable yields is difficult [2] - InnoLux believes that advancements in its products will lead to significant performance improvements of up to 40% and cost benefits of 30% compared to traditional silicon power semiconductors over the next few years [2]
英诺赛科称年底将扩产8英寸GaN至2万片/月