氮化镓GaN，要变天了？

Core Insights - The article discusses the advancements in Vertical Gallium Nitride (vGaN) technology, particularly by ONsemi, which aims to overcome the limitations of traditional GaN in high-power applications [1][2]. Group 1: vGaN Technology Development - ONsemi has introduced a groundbreaking vGaN technology, providing samples of 700V and 1200V devices, targeting applications in AI data centers, electric vehicles, and energy storage [1][2]. - The acquisition of NexGen Power Systems by ONsemi for $20 million has revitalized vGaN development, which had previously faced challenges due to NexGen's bankruptcy [2][3]. Group 2: Manufacturing and Supply Chain - ONsemi emphasizes the importance of stable manufacturing and supply for vGaN, with over 15 years of research and more than 130 patents in this field [3]. - The company utilizes a GaN-on-GaN structure to enhance reliability and performance, addressing the high defect density issues associated with other substrates [3][4]. Group 3: Device Performance and Applications - vGaN devices are designed to achieve higher breakdown voltages, with ONsemi demonstrating capabilities of up to 3300V, while also reducing energy loss and heat generation [10][13]. - The unique properties of GaN allow it to meet the demands of high-frequency applications, making it suitable for electric vehicle inverters and other high-efficiency applications [13][14]. Group 4: Competitive Landscape - Other companies, such as Power Integrations and Shin-Etsu Chemical, are also advancing vGaN technology, with Power Integrations acquiring Odyssey and Shin-Etsu focusing on reducing material costs [23][25]. - Research collaborations, such as those between Shandong University and Huawei, have led to significant breakthroughs in vertical GaN devices, achieving impressive performance metrics [33][34]. Group 5: Future Trends - The industry is witnessing a trend towards integrating power transistors with system peripherals to enhance overall performance and reduce costs [40]. - The successful scaling of vGaN technology by ONsemi is expected to open new market opportunities and redefine the competitive landscape in power electronics [40].