Core Insights - Navitas Semiconductor has announced a strategic partnership with Powerchip Semiconductor Manufacturing Corporation (PSMC) to produce and develop 200mm silicon-based gallium nitride (GaN) technology after TSMC plans to terminate its GaN foundry business by 2027 [1][2] - The collaboration aims to meet the growing demand for GaN products in 48V infrastructure, including large-scale AI data centers and electric vehicles, with initial devices expected to be certified by Q4 2025 [1][2] Group 1 - Navitas will utilize Powerchip's 200mm wafer production capabilities at its 8B fab in Taiwan, which has been operational since 2019, to support various GaN mass production processes [1] - Powerchip's advanced 180nm CMOS technology will enhance performance, power efficiency, integration, and cost-effectiveness of Navitas's GaN product lineup, which will range from 100V to 650V [1][2] - The first 100V series is expected to enter production in H1 2026, while the 650V devices will transition from TSMC to Powerchip within the next 12-24 months [1] Group 2 - Navitas has made several announcements in the AI data center, electric vehicle, and solar markets, including collaborations with NVIDIA and Enphase, showcasing its GaN and SiC technology [2] - The CEO of Navitas expressed excitement about the partnership with Powerchip, emphasizing the commitment to continuous innovation in product performance and cost efficiency [2] - Powerchip's general manager highlighted the long-standing collaboration with Navitas in GaN-on-Si technology and the nearing completion of product certification, paving the way for mass production [2]

Core Viewpoint - The article discusses the advancements and strategic initiatives of 京东方华灿 in the GaN (Gallium Nitride) power device sector, emphasizing their commitment to reliability and standardization in the consumer market while aiming for broader industrial and automotive applications [2][7]. Group 1: Technological Breakthroughs - 京东方华灿's 650V product platform has achieved 1000H reliability certification, which is crucial for establishing a standardized foundation for consumer-grade GaN power devices [4][5]. - The company has developed a GaN epitaxial structure that enhances the device's breakdown voltage (BV) from 1400V to over 2000V, significantly improving reliability margins [6]. - 京东方华灿 is also preparing for 1200V GaN product technology, indicating a proactive approach to future product development [6]. Group 2: Market Strategy - 京东方华灿 is implementing a three-tier strategy focusing on consumer, industrial, and automotive applications, aiming to transition from a technology competition phase to practical market applications [7]. - The company is enhancing its competitive edge through a collaborative approach across various aspects of its operations, including manufacturing stability and product yield improvements [5][6]. Group 3: Quality Assurance and Testing - 京东方华灿 has established dynamic testing and reliability laboratories to meet the testing demands of the GaN power device market, ensuring efficient analysis and support [10]. - The company is committed to a comprehensive quality assurance process from product development to mass production, ensuring high-quality product delivery to customers [10].

报道称， 古瑞瓦特NEXA 2000系统通过GaN材料的应用，在逆变器性能上实现显著提升。该设备可承载20A的组串 电流，支持匹配650W高功率光伏组件，整套系统的太阳能输入容量达到2600W。 与传统硅基逆变器相比，氮化镓技术使得逆变器体积更小、效率更高，同时降低了系统发热量。该一体化系统内置2kWh 储能模块，并可通过扩展电池组将总容量提升至8kWh。目前该产品已在德国市场正式上市，售价约750欧元（约6000人民 币）。 随着全球能源转型加速，氮化镓在光储领域愈发展现出独特优势，众多GaN企业均积极通过旗下方案推动产业升级。以 英诺赛科 为例，他们已推出 基于氮化镓技术开发的2kW微型逆变器方案，采用Flyback+H桥逆变器架构，搭配 150V/650V GaN器件，可在屋顶光伏等场景中实现更高功率密度与效率。 终端应用方面，据《 2024-2025 氮化镓（GaN）产业调研白皮书 》阶段性调研统计， 目前已有昱能科技、移族、大 恒能源等 十余家 企 业已 实现GaN光储产品量产，覆盖从太阳能光伏到工业级储能全场景。 | 插播： | 英诺赛科、能华半导体、致能科技、京东方华灿光电、镓奥科 | | -- ...

插播： 倒计时7天！ 三 菱 电 机 、 意 法 半 导 体 、 Wolfspeed、三安半导体、天科合达、元山电子、大族半导体、香港大学、长飞先进、宏微科技、 利普思、昕感科技、国扬电子、国基南方、芯长征、合盛新材料、瀚天天成、芯研科、国瓷功能材 料等邀您参加上海"电动交通&数字能源SiC技术应用及供应链升级大会"，点击文章底部 "阅读原 文" 即可报名参会。 韩国 APRO Semicon ： 龟尾工厂 开始量产 8 英寸氮化镓外延片； 印度 Polymatech：投资9.3亿 建设 GaN 芯片工厂。 APRO Semicon 表示，他 们将通过大规模设施投资和技术研发，以提高工艺设计及制造等各个方面的实 力，并 跃升为全球GaN功率半导体市场的关键公司。 近期，"行家说三代半"发现，业界有2个氮化镓项目正在加速推进： APRO Semicon： 8英寸GaN工厂开始量产 近日，据韩 国电子时报等媒体报道， APRO Semicon的 龟 尾新工厂 已开始 量产 8 英寸氮化镓外延片。 图：APRO 报道进一步透露，该工厂已于 去年 12 月竣工，开始生产 用于 650V 功率半导体的"硅基氮化镓"外延 ...

能产品均可以实现更高的效率、更小的体积，多家氮化镓厂商试图切入，目前来看仅镓未来实现了量产突 破。 据镓未来在慕尼黑电子展透露，其最新开发的双向氮化镓器件，有望在光伏微型逆变器及汽车OBC市场实 现更大突破。此双向器件可以实现一颗氮化镓MOS器件 替代四颗 传统Si-MOS器件，不仅性能提升、设计 简化，更取得了根本性的成本优势。 得益于"双向逆变系统解决方案"的专利，镓未来结合氮化镓特性通过巧妙的系统设计实现一套电路既能充 电又能放电，在储能领域获得了广泛应用。目前在户外储能上，镓未来已经是安克、华宝等知名品牌的供 应商，尤其华宝的高端户外储能品牌（电小二及Jackery）用量较大，出货器件估计已 超百万颗 。 据此来看，镓未来切入的客户及场景要求高，进入周期长，同时研发难度也进一步提升，要求器件厂商不 仅要在器件上有绝对的优势，还要求其必须具备专业的系统设计能力和客户支持能力。这条路并不轻松， 在放量的同时也需要时间，考验团队的运营能力，以及投资方的耐心和加持。 插播： 英 诺 赛 科 、 能 华 半 导 体 、 致 能 半 导 体 、 京 东 方 华 灿 光 电 、 镓 奥 科 技 等 已 确 认 参 ...