Zheng Quan Shi Bao Wang·2025-12-04 12:14Core Insights - On December 4, Onsemi and Innoscience announced a memorandum of understanding to explore opportunities in the GaN power device market, with sample availability expected in the first half of 2026 [1][2] - The collaboration aims to leverage Innoscience's extensive GaN production capabilities and Onsemi's expertise in system integration and packaging to accelerate the adoption of GaN technology across various industries [1][2][3] Group 1: Market Opportunity - The partnership is expected to generate hundreds of millions in GaN sales over the coming years, providing a competitive edge in key sectors such as electric vehicles, artificial intelligence, data centers, and industrial applications [2] - GaN semiconductor devices are projected to capture approximately $2.9 billion (11%) of the global power semiconductor market by 2030, with a compound annual growth rate of 42% from 2024 to 2030 [2] Group 2: Product Focus - The initial focus of the collaboration will be on power devices ranging from 40-200V, targeting increased customer adoption rates [1][3] - The partnership will cover a wide range of applications, including industrial motor drives, solar micro-inverters, automotive DC-DC converters, telecom infrastructure, consumer electronics, and AI data centers [3] Group 3: Technological Advancements - The collaboration aims to optimize GaN solutions for large-scale deployment in mainstream markets, enhancing design efficiency and reducing overall system costs through improved packaging and component integration [3] - By combining Onsemi's system expertise with Innoscience's mature GaN technology, the partnership seeks to enable rapid prototyping and accelerate design integration into mainstream markets [3]