Groowe Groowe BETA / Newsroom
⏱ News is delayed by 15 minutes. Sign in for real-time access. Sign in

The Global Power Gallium Nitride (GaN) Market 2027-2037: Technology, Competition and Long-Range Forecast

globenewswire.com
TXN Mentioned as a major supplier accelerating product development and qualification for GaN semiconductors in AI data centers, indicating participation in a growing market segment. NVT Listed as a company participating in the development and qualification of GaN semiconductors for AI data centers, suggesting involvement in a key growth area. ON Identified as a company involved in the development and qualification of GaN semiconductors for AI data centers, indicating participation in a significant market trend. ST Highlighted for acquiring Exagan, strengthening its position as an integrated device manufacturer in the GaN semiconductor market. TSM Mentioned for withdrawing from GaN foundry services, which has redistributed customers and created opportunities for other providers.

The Global Power Gallium Nitride (GaN) Market 2027-2037: Technology, Competition and Long-Range Forecast Dublin, Aug. 20, 2026 (GLOBE NEWSWIRE) -- The "The Global Power Gallium Nitride (GaN) Market 2027-2037" has been added to ResearchAndMarkets.com's offering.

The global power gallium nitride (GaN) market has advanced from early-stage commercialization to high-volume production, establishing GaN as a strategically important semiconductor technology within the power electronics industry. Following its initial adoption in consumer electronics and mobile fast chargers, the market is entering a broader growth phase supported by AI data centers, automotive electrification, industrial systems, renewable energy, telecommunications and robotics.

Power GaN devices offer high switching frequencies, increased energy efficiency, greater power density and strong thermal performance. Improvements in manufacturing scale, wafer utilization, device integration and packaging are also making GaN increasingly cost-competitive with silicon and silicon carbide technologies. Consumer and mobile applications continue to represent a substantial share of demand, but the market’s next stage will be defined by higher-power applications and expanding qualification activity across global supply chains.

AI data centers are emerging as a significant catalyst for GaN semiconductor demand. The transition toward high-voltage direct-current power architectures, supported by NVIDIA reference designs and wider infrastructure requirements, has accelerated product development and qualification among major suppliers. Companies participating in this activity include Texas Instruments, Navitas Semiconductor, Infineon Technologies, Innoscience, onsemi and Power Integrations. GaN adoption in server power supplies and data center power conversion could improve efficiency while addressing rising power density requirements associated with AI computing.

Automotive power electronics represent another major growth opportunity. Onboard chargers, DC-DC converters and LiDAR systems are creating new design opportunities as automakers pursue greater efficiency, reduced system size and improved vehicle performance. Humanoid robotics has also emerged as a credible application segment, with compact power conversion and motor-control requirements supporting potential long-term demand.

The competitive landscape is changing through consolidation, vertical integration and manufacturing investment. Major transactions—including Infineon’s acquisition of GaN Systems, Renesas Electronics’ acquisition of Transphorm and STMicroelectronics’ acquisition of Exagan—have strengthened the position of established integrated device manufacturers. Innoscience remains a prominent market participant as a large-scale 8-inch GaN-focused manufacturer. Meanwhile, TSMC’s withdrawal from GaN foundry services has redistributed customers and created opportunities for providers such as GlobalFoundries.

The transition to larger wafer diameters, advances in engineered substrates and improvements in epitaxial growth are reshaping GaN manufacturing economics. However, market development remains exposed to structural risks, including gallium supply concentration, geopolitical trade restrictions, export controls and China’s rapid expansion of domestic semiconductor capacity. These factors will influence pricing, regional production strategies, supply security and competitive positioning.

This power gallium nitride market report delivers a data-driven assessment of ten application verticals, multiple voltage classes and the complete value chain, from substrates, epitaxy and wafer fabrication to packaging, modules and end systems. Its bottom-up market forecast examines revenue, unit shipments, average selling prices, wafer demand, substrate demand and manufacturing capacity. Scenario analysis also evaluates the competitive relationship between GaN, silicon carbide and conventional silicon power technologies.

Designed for corporate strategists, investors, product planners and supply chain executives, the report provides actionable intelligence on market demand, pricing trends, production capacity, design wins, investment activity and industry consolidation. It also profiles the device manufacturers, fabless semiconductor companies, foundries, substrate suppliers, equipment providers, packaging specialists and OEMs expected to shape the global power GaN market.

Report coverage includes:

The report combines market forecasts, competitive benchmarking, scenario modelling, patent analysis, capacity data and transaction records to provide a defensible view of the power gallium nitride industry’s development. It identifies the companies, technologies, applications and regional trends most likely to determine growth throughout the next decade.

A selection of companies mentioned in this report includes, but is not limited to:

For more information about this report visit https://www.researchandmarkets.com/r/t28qgu

About ResearchAndMarkets.com

ResearchAndMarkets.com is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends.