ON Semiconductor(US:ON) 半导体芯闻·2025-12-03 10:28Core Viewpoint - Onsemi and Innoscience have signed a Memorandum of Understanding (MoU) to explore opportunities for accelerating the deployment of Gallium Nitride (GaN) power devices, starting with 40-200V power devices, to significantly expand their customer base [1][2]. Group 1: Collaboration Benefits - The collaboration aims to overcome existing barriers to GaN deployment, focusing on mainstream market applications such as industrial, automotive, telecommunications, consumer electronics, and AI data centers [2][3]. - Benefits for Onsemi's customers include faster time-to-market through rapid prototyping and design integration, scalable manufacturing capabilities to meet high demand, and reduced system costs due to optimized packaging and simplified thermal management [2][3]. Group 2: Market Potential and Growth - GaN technology is expected to play a crucial role in improving electronic products by enabling smaller, more efficient power systems, thereby saving energy and reducing CO2 emissions [3]. - The GaN market is projected to reach $2.9 billion by 2030, with Onsemi expected to capture 11% of the global power semiconductor market, growing at a compound annual growth rate (CAGR) of 42% from 2024 to 2030 [3][4]. Group 3: Product Portfolio Expansion - The partnership will enhance Onsemi's comprehensive smart power product portfolio, which currently includes silicon, silicon carbide (SiC), and GaN technologies, allowing for optimal power systems across various applications [4]. - This integrated product offering positions Onsemi as a leading supplier of fully integrated power systems, maximizing performance and energy efficiency amid rising global electrification and AI energy demands [4].