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Strategies & Market Trends : The Art of Investing

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Jan 9 4:00 PM EST

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To: Sun Tzu who wrote (3172)	1/7/2022 9:23:29 AM
From: Lou Weed	2 Recommendations Recommended By ajtj99 Sun Tzu Read Replies (1) of 10741

Hi ST - NVTS is a pure GaN power components play. Their primary market is in the mobile/laptop/tablet charger market. EV on board charging will present big upside also over the next 5+ years Up to now these markets has been dominated by silicon technology. GaN devices have much lower switching and conduction losses that enables much higher switching frequencies that leads to higher power density and smaller, more efficient chargers. Think smaller charging cubes with higher power handling capabilities...... navitassemi.com VECO I'm not too familiar with as they don't manufacture power components. They make the equipment that is required in the fabrication and manufacturing of wide bandgap (SiC and GaN) materials and components (MOSFETs and diodes). WOLF is a fully integrated SiC and GaN play. They are the largest global supplier of SiC wafer (~65% share) and they fab their own power components (SiC epitaxy) and RF components (GaN epitaxy). They actually supply wafer to their main competition.....Infineon ST Micro, ON semi QRVO are primarily an RF component play (GaN) but they just acquired United SiC that is a small SiC power components player. The GaN RF market is very mature....these devices have been used in mil/aero/telcom systems for many years. GaN has just started penetrating the power markets (last 2+ years) so the upside is enticing. SiC has been in the power market for about 20 years. Initially with 650V and 1200V schottky diodes and then 1200V MOSFETs for the last 10 years. The market share (versus silicon) has been low single digit up to now due to much higher cost however, that has been decreasing nicely. The biggest impetus for the cost drop has been the adoption of SiC by Tesla in the Model S, X and 3. Now all major OEMs and tier 1s have development programmes looking at SiC for the traction inverter and onboard charger. Plus GaN is also being looked at for the onboard chargers. All the fast charging companies are either already adopting or and/or have development programmes on SiC based product. So you can see that these companies are actually a nice pick and shovel play for the EV ramp up. Hope this helps....

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