Description: GaN-on-Si performance is catching up with sapphire. But the cost benefits are still not obvious. We believe that companies that are committed to the technology will eventually make it work (Toshiba or, to a lesser extend, Samsung) but we are skeptical that it will deliver cost improvements vs.
sapphire that would be significant enough to trigger a massive industry platform transition from sapphire to the silicon substrate. The decrease of 4” GaN substrate price closer to the US$1800 mark could be a trigger point in term of cost of ownership to start promoting adoption of GaN-On-GaN. Companies committed to the technology will be successful in the various niches that benefit from high lumen density.