市场调查报告书

RF GaN专利状况(2020)

RF GaN Patent Landscape 2020

出版商 KnowMade 商品编码 969248
出版日期 内容资讯 英文 PDF >230 slides, Excel file > 3,000 patent families
商品交期: 最快1-2个工作天内
价格
RF GaN专利状况(2020) RF GaN Patent Landscape 2020
出版日期: 2020年11月06日内容资讯: 英文 PDF >230 slides, Excel file > 3,000 patent families
简介

在下一代通信和军事技术的需求推动下,RF GaN的知识产权(IP)活动持续增长。根据YoleDveloppement的数据,2019年全球GaN RF市场规模为7.4亿美元。到2025年,该市场的复合年增长率预计将达到12%,超过20亿美元。

首个RFGaN专利申请于1990年代提交。当活动于2004年开始时,自2015年以来已大大加快。如今,知识产权扩张受到两个关键因素的推动:中国和知识产权在价值链中的进一步转移。自2015年以来,中国的知识产权活动一直在加速。在过去的两年中,来自中国的专利数量显著增加,并且在中国有许多新进入者进入了RF GaN IP的局面。

本报告调查了RF GaN在世界范围内的专利状况,并按公司/国家/地区/技术,重点介绍了主要IP增长因素和趋势,主要IP产品组合的优势及其技术/应用。它提供了诸如专利申请的时间演变,对RF GaN专利技术的状态的洞察力以及每种技术和应用趋势的识别等信息。

本报告中列出的公司

Air Water, AIST, Akash Systems, Akoustis, Ampleon, Analog Devices, Avago Technologies, BAE Systems, Boeing, Bosemi, Broadwave Electric, Carsem, CEA, CETC, China Mobile, CNRS, Comba Telecom, Cree, Dynax Semiconductor, Element Six/Group4 Labs, Ericsson, Eridan Communications, ETRI, Everbright Technology, Fraunhofer, Fudan University, Fujitsu, Gaxtrem, Gemini Semiconductor Manufacturing, Georgia Tech, GlobalWafers, Hangzhou Dianzi University, Hanhua Semiconductor, Hatchip, HC Semitek, HiWafer, HKUST, HRL Laboratories, Huawei, II-VI, Imec, IMECAS, Infineon, Institute of Semiconductors (CAS), Intel, IQE, Japan Radio, Jiejie Microelectronics, KETI, KNU, Korean Agency for Defense Development, KPU, LG, Lockheed Martin, MACOM, Mems Solution, MIT, Mitsubishi Electric, Murata Manufacturing, Nagoya University, Nanjing Changfeng Aerospace Electronic Equipment, Nanjing University of Science & Technology, Nanyang Technological University, National Technology & Engineering Solutions of Sandia, NEC, Nexgo (Shenzhen Xinguodu Technology), NGK Insulators, Nichia, NIMS, Nokia, Northrop Grumman, Northwestern Polytechnical University, NPP Pulsar, NTT, NXP, OKI Electric Industry, ON Semiconductor, Panasonic, Peking University, Qorvo, Qualcomm, Raytheon, Renesas Electronics, RFHIC, Samsung Electro Mechanics, Samsung Electronics, Sanan IC, Sanken Electric, SCIOCS/Sumitomo Chemical, SCUT, SETi, Shaanxi Reactor Microelectronics, Shandong University, Sharp, Shin-Etsu, Sichuan University, SINANO, SITP, Soitec/Epigan, South China Normal University, Southeast University Nanjing, STMicroelectronics, Sumitomo Electric, Sun Yat Sen University, SUSTECH, Suzhou Jena Microelectronics, Tagore Technology, Taiyo Yuden, Teledyne Scientific & Imaging, Thales, Tianjin University, Tiger Microwave, Tomsk State University, Toshiba, Tower Semiconductor, Transphorm, Tsinghua University, TSMC, TUS - Semiconductor, UESTC, University of California, University of Colorado, University of Florida, U-Tel, Wavepia, Wavice, Win Semiconductors, Xidian University, Zhonghe Boxin Semiconductor, Zhuhai Crystal Resonance Technologies, ZTE, and more.

目录

简介

  • 环境
  • 调查范围
  • 报告的主要功能
  • 报告中引用的公司
  • 调查专利情况的原因

调查方法和条款

执行摘要

专利情况概述

  • 专利申请/公开的时间发展
  • 公司总部的时间发展
  • 主要专利申请人
  • 具有3个或更多专利家族的其他专利受让人
  • 主要受让人的专利出版物的开发时间
  • 自2019年1月以来主要活跃的专利申请人
  • 2019年1月之后发布的新专利主题
  • 2019年至2020年的新进入者
  • 新专利主题
  • 自2015年以来的主要知识产权转让和知识产权联盟
  • 主要IP参与者及其专利的当前法律地位
  • 授予和正在申请的专利的地理范围
  • 主要受让人的知识产权组合的地理范围
  • 专利权人的知识产权领导
  • 各国主要知识产权公司的总部
  • 专利受让人的专利组合强度指数
  • 按技术领域划分的专利家族概述
  • 主要技术领域的IP动态
  • 主要受让人的知识产权组合的技术覆盖率
  • 按价值链细分的主要专利申请人

美国IP播放器

欧洲IP播放器

日本IP播放器

中国IP播放器

香港和台灣的IP播放器

韩国IP播放器

按国家/地区:

  • 主要专利受让人
  • 主要受让人的专利出版物的开发时间
  • 主要受让人的知识产权组合的地理范围
  • 主要受让人的知识产权组合的技术覆盖率

细分

  • 按类别划分的专利族概述
  • 主要领域专利出版物的时间演变
  • 主要受让人知识产权投资组合的技术范围
  • 按价值链细分的主要专利申请人
  • 按射频功能和频段划分的主要专利申请人
  • 矩阵技术和射频设备/功能/频段
  • 矩阵主要问题和主要分类

技术

  • GaN-on-Sic
  • GaN-on-Silicon
  • GaN-on-Sapphire
  • GaN-on-Diamond
  • GaN-on-GaN
  • 对于每种技术:主要专利申请人,主要主题和著名的近期专利

射频设备

  • 电场效应晶体管(FET,HEMT,HFET,常关等)
  • 异质结双极晶体管(HBT)
  • RF二极管(热键,Baractor,RTD,IMPATT等)
  • 射频声音设备(SAW,TC-SAW,FBAR,BAW-SMR)
  • 对于每个RF设备:主要专利申请人,主要主题和著名的近期专利

MMIC

  • 主要专利申请人
  • Cree,Toshiba,Raytheon,Win Semiconductors,Qorvo,Northrop Grumman,BAE Systems,Tiger Mircrowave拥有的著名专利

电路和操作方法

  • 主要专利申请人和专利出版物与偏差,保护,匹配和线性有关的时间演变
  • 近期著名专利

功能

  • RF放大器(PA,LNA,Doherty PA,开关模式PA)
  • 射频开关
  • 射频滤波器
  • 对于每个功能:主要专利申请人,专利出版物的时间演变以及著名的近期专利

频段

  • 有关无线电,微波,毫米波和太赫兹的主要专利申请人和已开发的专利出版物
  • 针对5G网络的专利申请人
  • 5G网络的著名专利

结论

知识介绍

目录
Product Code: KM20008

RF GaN intellectual property (IP) activities continue to grow, driven by next-gen telecom and military technologies requirements

The radio frequency (RF) GaN market is experiencing impressive growth, mainly driven by telecom and military applications. The overall GaN RF market is expected to increase from $740M in 2019 to more than $2B in 2025, with a CAGR of 12%, according to Yole Développement.

In this report, Knowmade's Semiconductor team gives a thorough description and analysis of the patent landscape related to GaN-based RF electronics, covering the whole value chain from epitaxial structures to RF semiconductor devices, circuits, packages, modules and systems. Analysts have selected and analyzed more than 6,300 patents published worldwide up to August 2020, representing more than 3,000 patent families (inventions) filed by more than 500 different organizations. This 2020 edition comprises 2x more patent families and more than 100 new players compared to the 2019 edition.

The first RF GaN patent applications were filed in the 1990s. The level of activity took off in 2004 and accelerated significantly from 2015. Today, the IP dynamics are driven by two major factors: (1) China, and (2) the shift of IP further down the value chain. Chinese IP activity has been accelerating since 2015. Over the last 2 years, we witnessed a remarkable increase in patents coming from China and many Chinese newcomers entering the RF GaN IP landscape. In 2019-2020, the Chinese organizations represented more than 40% of the patent applicants (Americans = 23%, Japanese = 10%, Europeans = 3%). The rise in RF GaN patents from China-based companies follows a more general trend as the country transitions from a manufacturing to an innovation-driven economy. This trend also reflects the situation in the RF industry, with a Chinese market that shows exploding demand for commercial wireless telecom applications and Chinese companies already developing next-gen telecom networks. Moreover, following the US-China trade war, numerous China-based companies are trying to develop GaN RF for 5G infrastructures internally.

Over the last few years, the level of creativity to address all the technology and manufacturing roadblocks for GaN RF devices has been impressive. More recently, IP developments are accelerating on topics further down the value chain: RF circuits, packaging, and modules/systems. The current patent activity suggests that manufacturing and technology issues still need to be solved in monolithic integration of different RF semiconductor devices; thermal management at epi-stack, semiconductor device and package levels; linearity at semiconductor device and circuit levels; and protection, matching and distortion compensation at circuit level.

GaN RF leading companies should not underestimate China's IP as it is changing the landscape

The RF GaN patent landscape is currently dominated by American and Japanese companies such as Cree, Fujitsu, Sumitomo Electric, Mitsubishi Electric, Intel, MACOM, Toshiba, Qorvo and Raytheon. The IP competition has been stronger in the US, as demonstrated by a much higher number of granted patents (1,200+) in contrast with China (640+), Japan (440+) and Europe (250+). However, the patenting activity is now focused on China.

Cree has the stronger IP position thanks to numerous fundamental patents, especially for GaN-on-SiC technology. Over the past 5 years, inventive activity at Cree, Sumitomo Electric and Toshiba stalled. These IP leaders have developed broad patent portfolios covering a wide range of RF GaN technology nodes. The reduced IP activity could be a sign of confidence in their already robust RF GaN patent portfolio. Intel and MACOM have strongly increased their IP activity since 2017, especially for GaN-on-Silicon technology. Intel is currently the most active patent applicant in the RF GaN field, with a record-high level of activity of patenting new inventions over the last couple of years which could, down the road, position it ahead of Sumitomo Electric, Fujitsu or Cree in terms of IP leadership.

In China, CETC and Xidian University have the most prolific inventive activity. Other players such as HiWafer, Dynax, Hanhua and China's top public research entities UEST, IMECAS, SCUT and Institute of Semiconductors have built sizeable RF GaN IP portfolios, and ambitious new players are entering the IP landscape (Boxin, Reactor Microelectronics, TUS-Semiconductor, Hatchip, Nexgo, Bosemi, HC Semitek, A-INFO, RDW, Chippacking, China Mobile, Gaxtrem, etc.). European RF players Thales, BAE Systems, Infineon, Ampleon, Ericsson, etc. are only playing a small part in the current RF GaN IP dynamics. In Taiwan, the foundries Win Semiconductors, TSMC and GlobalWafers entered the RF GaN IP landscape first in the mid-2010s, followed by others such as VIS and Wavetek in 2018. South Korean entities are not very active. ETRI continued to file few new inventions every year over the past decade. In 2016, RFHIC acquired GaN-on-Diamond-related patents from Element Six, then we observed the entry of Wavice, UTel and Wavepia more recently.

Strategic and technological paths followed by leading companies and newcomers for RF GaN technologies

This report provides the main IP dynamics of the RF GaN field and offers a complementary vision of the RF GaN competitive landscape through patenting activity. In this report, we give deep insights on the IP portfolios and strategies of key RF GaN players and newcomers. We analyze their patented technologies, IP strength, markets of interest and future intents, and we highlight the strategic and technological paths they are following for RF GaN technologies.

In this 2020 edition, we detail the IP landscape and recent patents of note related to GaN-on-SiC, GaN-on-Silicon, GaN-on-Diamond and GaN-on-Sapphire. We analyze and describe the IP activity related to RF transistors (HEMT, HBT, E-mode, etc.), RF diodes (varactor, RTD, IMPATT, etc.) and RF acoustic wave devices (SAW, TC-SAW, FBAR, BAW-SMR). Furthermore, the report includes a section dedicated to GaN-based MMIC-related patents. Overall, we highlight patents dealing with manufacturing and technology issues still of interest to IP players (heat dissipation, monolithic integration, linearity, impedance matching, etc.), and/or targeting MW/mmWave frequency ranges or 5G applications.

Useful Excel database

This report also includes an extensive Excel database with the 3,000+ patent families analyzed in this study. This useful patent database allows for multi-criteria searches and includes patent publication numbers, hyperlinks to the original documents, priority date, title, abstract, assignees, current legal status and technological and application segments (epitaxial structures, RF transistors, RF diodes, RF acoustic wave devices, MMIC, GaN-on-SiC, GaN-on-Si, GaN-on-Diamond, PA, RF switch, RF filter, Microwaves, mm-waves, 5G, etc.).

Companies mentioned in this report

Air Water, AIST, Akash Systems, Akoustis, Ampleon, Analog Devices, Avago Technologies, BAE Systems, Boeing, Bosemi, Broadwave Electric, Carsem, CEA, CETC, China Mobile, CNRS, Comba Telecom, Cree, Dynax Semiconductor, Element Six/Group4 Labs, Ericsson, Eridan Communications, ETRI, Everbright Technology, Fraunhofer, Fudan University, Fujitsu, Gaxtrem, Gemini Semiconductor Manufacturing, Georgia Tech, GlobalWafers, Hangzhou Dianzi University, Hanhua Semiconductor, Hatchip, HC Semitek, HiWafer, HKUST, HRL Laboratories, Huawei, II-VI, Imec, IMECAS, Infineon, Institute of Semiconductors (CAS), Intel, IQE, Japan Radio, Jiejie Microelectronics, KETI, KNU, Korean Agency for Defense Development, KPU, LG, Lockheed Martin, MACOM, Mems Solution, MIT, Mitsubishi Electric, Murata Manufacturing, Nagoya University, Nanjing Changfeng Aerospace Electronic Equipment, Nanjing University of Science & Technology, Nanyang Technological University, National Technology & Engineering Solutions of Sandia, NEC, Nexgo (Shenzhen Xinguodu Technology), NGK Insulators, Nichia, NIMS, Nokia, Northrop Grumman, Northwestern Polytechnical University, NPP Pulsar, NTT, NXP, OKI Electric Industry, ON Semiconductor, Panasonic, Peking University, Qorvo, Qualcomm, Raytheon, Renesas Electronics, RFHIC, Samsung Electro Mechanics, Samsung Electronics, Sanan IC, Sanken Electric, SCIOCS/Sumitomo Chemical, SCUT, SETi, Shaanxi Reactor Microelectronics, Shandong University, Sharp, Shin-Etsu, Sichuan University, SINANO, SITP, Soitec/Epigan, South China Normal University, Southeast University Nanjing, STMicroelectronics, Sumitomo Electric, Sun Yat Sen University, SUSTECH, Suzhou Jena Microelectronics, Tagore Technology, Taiyo Yuden, Teledyne Scientific & Imaging, Thales, Tianjin University, Tiger Microwave, Tomsk State University, Toshiba, Tower Semiconductor, Transphorm, Tsinghua University, TSMC, TUS - Semiconductor, UESTC, University of California, University of Colorado, University of Florida, U-Tel, Wavepia, Wavice, Win Semiconductors, Xidian University, Zhonghe Boxin Semiconductor, Zhuhai Crystal Resonance Technologies, ZTE, and more.

Report's Key Features

  • PDF with > 230 slides
  • Excel file > 3,000 patent families
  • Main IP dynamics and key trends.
  • IP leaders, most active players and newcomers.
  • IP portfolio strength of key players, and their technology/application focus.
  • Time evolution of patents filings by company, countries, and technology.
  • IP collaborations and IP transfers between key organizations.
  • Insights into the status of RF GaN patented technologies, identifying trends for each technology and application.
  • Extensive Excel database of over 3,000 patent families with all patent information and technology segmentation.

Table of Contents

INTRODUCTION

  • Context
  • Scope of the report
  • Key features of the report
  • Companies cited in the report
  • Whystudy the patent landscape

METHDOLOGY & TERMINOLOGY

EXECUTIVE SUMMARY

PATENT LANDSCAPE OVERVIEW

  • Time evolution of patent applications / publications
  • Time evolution of company headquarters
  • Leading patent applicants
  • Other patent assignees with 3 or more patent families
  • Time evolution of patent publications from main assignees
  • Most active patent applicants since Jan 2019
  • Topics of new patents published since Jan 2019
  • Newcomers in 2019-2020
  • Topics of newcomers' patents
  • Main IP transfers and IP collaborations since 2015
  • Main IP players and the current legal status of their patents
  • Geographical coverage of granted and pending patents
  • Geographical coverage of main assignees' IP portfolios
  • IP leadership of patent assignees
  • Key IP players by country of headquarters
  • Patent portfolio strength index of patent assignees
  • Overview of patent familes by technological segment
  • IP dynamics for main technological segments
  • Technology coverage of main assignees' IP portfolios
  • Main patent applicant by value chain segment

American IP players

European IP players

Japanese IP players

Chinese IP players

Hong kongese and Taiwanese IP players

South Korean IP players

For each country / area:

  • Leading patent assignees
  • Time evolution of patent publications from main assignees
  • Geographic coverage of main assignees' IP portfolios
  • Technology coverage of main assignees' IP portfolios

SEGMENTATION

  • Overview of patent families by segment
  • Time evolution of patent publications for main segments
  • Technology coverage of main assignees' IP portfoliios
  • Main patent applicants by value chain segment
  • Main patent applicants by RF function and frequency band
  • Matrix Technology vs RF device/Function/Frequency band
  • Matrix Main issues vs Main segments

Technology GaN-on-X

  • GaN-on-Sic
  • GaN-on-Silicon
  • GaN-on-Sapphire
  • GaN-on-Diamond
  • GaN-on-GaN
  • For each technology: leading patent applicants, main topics, and noteworthy recent patents

RF devices

  • Field effect transistors (FET, HEMT, HFET, Normally-off, etc.)
  • Heterojunction bipolar transistors (HBT)
  • RF diodes (Schottky, varactor, RTD, IMPATT, etc.)
  • RF acoustic wave devices (SAW, TC-SAW, FBAR, BAW-SMR)
  • For each RF device: leading patent applicants, main topics, and noteworthy recent patents.

MMIC

  • Leading patent applicants
  • Noteworthly patents owned by Cree, Toshiba, Raytheon, Win Semiconductors, Qorvo, Northrop Grumman, BAE Systems, Tiger Mircrowave.

Circuit & Operating methods

  • Leading patent applicants and time evolution of patent publications related to bias, protection, matching, and linearity.
  • Noteworthy recent patents

Function

  • RF amplifer (PA, LNA, Doherty PA, switch-mode PA)
  • RF switch
  • RF filter
  • For each function: leading patent applicants, time evolution of patent publications, and noteworthy recent patents.

Frequency bands

  • Leading patent applicants and time evolution patent publications for Radio waves, Microwaves, mm-Waves and THz
  • Patent applicants targeting 5G networks
  • Noteworthy patents targeting 5G networks

CONCLUSIONS

KNOWMADE PRESENTATION