Table of Content

1.  Gallium Arsenide Semiconductors: Market Description and    
Market Dynamics    11
1.1  Gallium Arsenide (GaAs)    11
1.1.1    Gallium Arsenide (GaAs) Advantages    11
1.1.2    Gallium Arsenide (GaAs) Overcomes Disadvantages    12
1.1.3    Working Electronic Circuits in a Gallium Arsenide Device    14
1.1.4    Gallium and Arsenic High-Pressure Synthesis of GaAs    14
1.2    Crystal Growth    15
1.2.1    VGF Crystal Growth Process    15
1.2.2    GaAs LEC Crystal Growth Process    17
1.2.3    Crystal Annealing    19
1.3    GaAs Crystal Analysis    20
1.4    Converting a GaAs Crystal Into Wafers - Mechanical Wafering    21
1.5    GaAs Sawing    22
1.6    Gallium Arsenide (GaAs)    25

2.    Gallium Arsenide Semiconductors Market Shares and Forecasts 26

2.1    Gallium Arsenide Next Generation Semiconductors Market Driving Forces 26
2.1.1    Gallium Arsenide vs. Silicon Semiconductors    28
2.2    Gallium Arsenide Components and Powders Market Shares    28
2.3    Gallium Arsenide Components and Powders Market Forecasts, Units and    
Dollars 36        
2.3.1    Gallium Arsenide GaAs Unit Analysis    39
2.4    Gallium Arsenide Semiconductor Market Segments    40
2.4.1    GaAs VGF vs GaAs LEC % Market Share    41
2.4.2    Gallium Arsenide (GaAs) in Cell Phones    42
2.4.3    Gallium Arsenide LEDs    43
2.5    Gallium Arsenide Semiconductor Regional Market Analysis    44
3.    Gallium Arsenide, SIC, and InD Market Size by Sector    47
3.1    GaAs Wide Bandgap Material    47
3.2    GaAs Dollars - 3D Sensing for Autonomous And Electric Vehicles, 3D Sensing
for Consumer Electronics, and More, Summary    47
3.3    3D Sensing for Autonomous And Electric Vehicles and 3D Sensing for    
Consumer Electronics, Units and Dollars    49
3.4    GaAs Units    51
3.5    GaAs, InP Segment Analysis Optical Infrastructure and Datacenters, Dollars,
Units, and Percent, Worldwide, 2019 to 2022    52
3.6    GaAs and InP Segment Analysis 4G Remote Radioheads, 5G Beam Forming
Antennae, 5G RF Electronics, Dollars, Worldwide, 2019 to 2022    55
3.9    SIC Segment Analysis Electric Vehicles, Smart Grid Power, Switching, Solar    
and Wind Energy, Dollars, Units, and Percent, Worldwide, 2019 to 2022,    61
3.6.1  Solar    62

4    Gallium Arsenide Next Generation Semiconductors Research
and Technology    67
4.1    Silicon and GaAs Crystal Structure    67
4.1.1    GaAs and Other Compound Semiconductors Characteristics    
Comparison    68    
4.2    Silicon and Gallium Arsenide Energy Band Structure    69
4.3    GaAs in Solar    74
4.4    Gallium arsenide (GaAs) Advantages over Silicon    75
4.5    CMOS Wideband Switches    76
4.6    SIC        78
4.6.1    Gallium Nitride    79
4.7    Bandgaps in Different Semiconductor Materials    79
4.7.1  Comparing GaAs, Si, SiC, and GaN Bandgaps    80
4.7.2  Gallium Nitride and Silicon Carbide    80
4.8    Gallium Nitride    82
4.9    Epitaxial Growth: Complex Series of Chemical Layers Grown on Top of    
Wafers 84        
4.10    GaAs Environmental Aspects    84

5   Gallium Arsenide Semiconductors Company Profiles    85

5.1    Advanced Wireless Semiconductor    85
5.2    Anadigics / GaAs Labs    85
5.3    Avago Technologies    85
5.4    AXT            86
5.4.1    AXT InP        89
5.4.2    AXT Ge        89
5.4.3    Semi-insulating GaAs        89
5.4.4    AXT Raw Materials        90
5.5    BWT            97
5.5.1    BWT Has Been Focusing On Fiber Pigtailed Diode Laser Packaging And
Assembly        98            
5.5.2    BWT High Power, High Brightness, Fiber Coupled Diode Laser    103
5.6    China Crystal Technologies        103
5.6.1    China Crystal Technologies Revenue    111
5.7  Cree Billion Dollar Commitment to SiC Mosfets    113
5.8    DOWA Electronics Materials        114
5.9    Freiberger Compound Materials        118
5.9.1    GaAs Wafer Technologie - Freiberger Compound Materials    120
5.9.2    Freiberger High Pressure Synthesis of GaAs    121
5.9.3    Freiberger VGF Crystal Growth        122
5.9.4    Freiberger Crystal Annealing        123
5.9.5    Freiberger Electrical Properties of GaAs    124
5.9.6    Freiberger Mechanical Wafering    124
5.10 Hanergy Holdings / AltaDevices        126
5.10.1    Alta Devices Mass Production        128
5.10.2 Alta Devices Disrupting Traditional Solar Technologies    130
5.10.3 Alta Devices thin-film gallium arsenide solar technology    134
5.11 Hittite Microwave        135
5.12 IQE            135
5.12.1 ICE Geographical Revenue        137
5.12.2    ICE Sites and Technologies        138
5.13 M/A-COM Technology Solutions        139
5.14 Murata Manufacturing        139
5.15 Qorvo        140
5.16 RFMD        140
5.17    Shenzhou Crystal Technology        140
5.18    Skyworks Solutions        141
5.19    Sumitomo Electric        142
5.20    Tianjin Jingming Electronic Materials        143
5.21 Texas Instruments: LMG3410R050 GaN Device    143
5.22    TriQuint Semiconductor Inc        145
5.23 Yunnan Lincang Xinyuan Germanium Industry Co    145
5.24 Umicore        146
5.24.1    7.12.2 Umicore        146
5.25    Vishay Gallium Arsenide LEDs        152
5.26 WIN Semiconductors        152
5.27    II-VI            152
5.27.1    II-VI Finisar Acquisition        153
5.27.2    II-VI Reporting Segments        155
5.27.3    II-VI Incorporated        157
5.27.4    Finisar        158
5.27.5    II-VI Segment Revenue by End Markets for Full Year FY19    172

List of Tables and Figures

Abstract:  Gallium Arsenide Semiconductors Indium Phosphide, Gallium Nitride
And Silicon Carbide Related Markets    1
Figure 1. Gallium Arsenide Next Generation Semiconductor Components Market
Forecasts, Dollars, Worldwide, 2020-2026    10
Figure 2. GaAs VGF Furnace Equipment    16
Figure 3. GaAs LEC Crystal Growth Process    17
Figure 4. GaAs LEC Crystal Growth Furnace    18
Figure 5. 2.1 GaAs Crystal Analysis    20
Figure 6.    Crystal Grinding    21
Figure 7.    GaAs Sawing    22
Figure 8.    GaAs Wire Saw    23
Figure 9.    GaAs Edge Rounding    24
Figure 10. Advantages of GaAs    27
Figure 11. Disadvantages of GaAS    27
Figure 12. Gallium Arsenide Components and Powders: Dollars, Market Shares    
Worldwide 2019    29
Figure 13.    Gallium Arsenide Components and Powders: Dollars, Market Shares    
Worldwide 2019    30
Figure 14.    Gallium Arsenide Components and Powders Company Market    
Presence, Dollars, Worldwide, 2019    32
Figure 15.    Gallium Arsenide Primary Competitive Factors    35
Figure 16.    Factors Impacting Ability to Compete in Gallium Arsenide Product    
Target Markets:    35
Figure 17.    Gallium Arsenide Next Generation Semiconductor Components Market
Forecasts, Dollars, Worldwide, 2020-2026    37
Figure 18.    Gallium Arsenide Components Market Forecasts, Dollars, Worldwide,
2020-2026    38
Figure 19.    GaAs Segment Analysis 3D Sensing in Lidar for Autonomous and    
Electric Vehicles, 3D Sensing in Consumer Electronics, Optical Infrastructure,    
Datacenters, 4G Remote Radioheads, 5G Beam Forming Units, Worldwide, 2019
to 2022    39    
Figure 20.    GaAs Segment Analysis 3D Sensing in Lidar for Autonomous and    

Electric Vehicles, 3D Sensing in Consumer Electronics, Optical Infrastructure, Datacenters, 4G Remote Radioheads, 5G Beam Forming Dollars, Worldwide, 2019 to 2022    40                
Figure 21.    Gallium Arsenide Formulations            41
Figure 22.    Gallium Arsenide (GaAs) Wafer Market Segments by Type        42
Figure 23.    Gallium Arsenide (GaAs) Wafer Market Segment by Applications    42
Figure 24.    Advantages of GaAs            43
Figure 25.    Advantages of CMOS            43
Figure 26.    Gallium Arsenide (GaAs) Components Dollars, Regional Market        
Segments 2019            44
Figure 27.    Gallium Arsenide (GaAs) Regional Market Segments, Dollars, and        
Percent, Worldwide, 2019            45
Figure 28.    China Crystal Technologies Regional Market Segments, Dollars, #        
Shipments, and Percent, Worldwide, 2019        46
Figure 29.    GaAs Segment Analysis 3D Sensing in Lidar for Autonomous and        
Electric Vehicles, 3D Sensing in Consumer Electronics, Optical Infrastructure,    Datacenters, 4G Remote Radioheads, 5G Beam Forming Dollars, Worldwide, 2019
to 2022    48    
Figure 30.    GaAs and InP Segment Analysis 3D Sensing in Lidar for Autonomous    
and Electric Vehicles, 3D Sensing in Consumer Electronics, Dollars, Units, and    
Percent, Worldwide, 2019 to 2022    49
Figure 31.    GaAs Segment Analysis 3D Sensing in Lidar for Autonomous and    
Electric Vehicles, 3D Sensing in Consumer Electronics, Optical Infrastructure,    
Datacenters, 4G Remote Radioheads, 5G Beam Forming Units, Worldwide, 2019
to 2022    51    
Figure 32.    GaAs, InP Segment Analysis Optical Infrastructure and Datacenters,    
Dollars, Units, and Percent, Worldwide, 2019 to 2022    52
Figure 33.    GaAs Segment Analysis Optical Infrastructure and Datacenters, Dollars,
Worldwide, 2019 to 2022    54
Figure 34.    GaAs and InP Segment Analysis 4G Remote Radioheads, 5G Beam    
Forming Antennae, 5G RF Electronics, Dollars, Worldwide, 2019 to 2022    55
Figure 35.    GaAs and InP Segment Analysis 4G Remote Radioheads, 5G Beam    
Forming Antenaes, 5G RF Electronics, Dollars, Worldwide, 2019 to 2022    57
Figure 36.    GaAs and InP Segment Analysis 4G Remote Radioheads, 5G Beam    
Forming Antenaes, 5G RF Electronics, Dollars, Worldwide, 2019 to 2022    
(Continued)    58
Figure 37.    GaAs and InP Segment Analysis 4G Remote Radioheads, 5G Beam    
Forming Antenaes, 5G RF Electronics, Dollars, Worldwide, 2019 to 2022    59
Figure 38.    GaAs Segment Analysis 4G Remote Radioheads, 5G Beam Forming    
Antenaes, 5G RF Electronics, Dollars, Worldwide, 2019 to 2022    60

Figure 39. SIC Segment Analysis Electric Vehicles, Smart Grid Power, Switching, Solar and Wind Energy, Dollars, Units, and Percent, Worldwide, 2019 to 2022, 61

Figure 40. GaAs Solar Power    62
Figure 41. GaAs Lasers, Sensors, Radar, and 5G Communications    63
Figure 42.    GaAs Segmentation    64
Figure 43.    GaAs Addressing Growing Markets    64
Figure 44.    II-VI GaAs Platform + Finisar Microelectronics Design Expertise    65
Figure 45.    Silicon and GaAs Crystal Structure    67
Figure 46. GaAs and Other Compound Semiconductor Characteristics    68
Figure 47. Silicon and Gallium Arsenide Energy Band Structure    69
Figure 48. GaAs Processing: Semi Insulating Starting Wafer    70
Figure 49. GaAs Processing: Semi Insulating Strip and Etch of Wafer    71
Figure 50. GaAs Etch , Connectors, and Liftoff Processing    72
Figure 51. GaAs Processing: Semi Insulating Resist, Strip, Anneal, and Layer
Encapsulation Wafer        73
Figure 52. Advantages of Gallium Arsenide over Silicon    75
Figure 53. GaAs for LEDs        76
Figure 54. Comparison of SIC and GaAS Bandgaps    78
Figure 55. Gallium Nitride and Silicon Carbide Comparison of Bandgaps    81
Figure 56. Silicon Carbide.        82
Figure 57. Gallium Nitride        83
Figure 58. AXT Revenue 2019, first 3 Quarters    86
Figure 59. AXT Revenue by Segment 2019, first 3 Quarters    87
Figure 60. AXT Investments in Raw Materials    91
Figure 61. AXT Revenue Amounts by Product Type    92
Figure 62. AXT Product Applications        93
Figure 63. AXT Geographical Information        96
Figure 64. BWT        97
Figure 65. BWT Products        99
Figure 66. BWT Product Modules        100
Figure 67. BWT Beijing Laser Products        101
Figure 68. BWT Beijing Diode Laser Products    102
Figure 69. BWT High Power, High Brightness, Fiber Coupled Diode Laser    103
Figure 70. Zhongke Jingdian Information Materials Beijing    104
Figure 71. China Chrystal Technologies Factory and Headquarters    105
Figure 72. Lab China Crystal Technologies.    106
Figure 73.    Top Countries Supplied by China Crystal Technologies Co., Ltd.    107
Figure 74.    China Crystal Technologies Products        107
Figure 75.    China Crystal Technologies Regional Market Segments, Dollars, #    
Shipments, and Percent, Worldwide, 2019        112
Figure 76.    Cree CAB450M12XM3 (PDF) is a 1200V, 450A Silicon Carbide Half-    
Bridge Module.        113
Figure 77.    Cree High-Power Device Uses        114
Figure 78.    DOWA Electronics Materials Products        114
Figure 79.    Dowa Electronics Headquarters        116
Figure 80.    DOWA Powders        117
Figure 81.    Freiberger Corporate Headquarters        119
Figure 82.    GaAs Wafer - Freiberger Compound Materials        120
Figure 83.    Alta Devices Thin Layer Flexible, and Lightweight Solar Cell        127
Figure 84.    Alta Devices Mass Production Tools To Support Thin Film GaAs for    
Solar Panels        129
Figure 85.    Alta Devices Thin And Lightweight Solar Cells Provide Conversion    
Efficiency    131        
Figure 86.    IQE Operates at Wafer Production, Chip Fabrication, and Device    
Manufacture Levels        136
Figure 87.    ICE Geographical Revenue        137
Figure 88.    ICE Sites and Technologies        138
Figure 89.    Texas Instruments Gate Driver Circuitry Along with 600V GaN    
Transistor    144        
Figure 90.    Yunnan Lincang Xinyuan Germanium Products        146
Figure 91.    Umicore's Precious Metals Facility in Hoboken, Belgium.        147
Figure 92.    Umicore SA’s Large Metal Manufacturing Complex in Hoboken    148
Figure 93.    London Gold Bar Manufactured by the Umicore Group        149
Figure 94.    Umicore Revenue by Segment        150
Figure 95.    Umicore Revenue by Geography        151
Figure 96. II-VI GaAs Applications    153
Figure 97. II-VI GaAs Features    154
Figure 98. 14G Photodiode Top Contact    155
Figure 99. II-VI’s Compound Semiconductor Photonic Solutions Segment    156
Figure 100. II-VI’s Key End Markets    157
Figure 101. II-IV Two Six Market Segments    159
Figure 102. II-VI Core and Growth Markets    160
Figure 103. II-VI Customer Base    161
Figure 104. II-VI Revenue Growth Brought by Transformative Acquisitions    162
Figure 105. II-VI Transformative Acquisitions    163
Figure 106. Finisar Brings Significant Next-Generation Technologies For    
Communications, 3D Sensing, and LiDAR Enabling New Market Growth    164
Figure 107. II-VI Addressing Multiple Strong and Growing Markets    165
Figure 108. II-VI 3D Sensing and LiDAR    166
Figure 109. II-VI Power Electronics for Green Energy    167
Figure 110. II-VI Power Electronics for Green Energy    168
Figure 111. II-VI Industrial Laser Materials Processing    169
Figure 112. II-VI Aerospace & Defense    170
Figure 113. II-VI EUV Lithography    171
Figure 114. II-VI Segment Revenue by End Markets for Full Year FY19    172
Figure 115. II-VI Revenue Percent by Segment FY 2019    173
Figure 116. II-VI Revenue by Segment FY 2019    174