APEC 2022 IS06-4 Oliver – GaN Market Update

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GaN Adoption, Market-by-Market

Stephen Oliver, VP Corporate Marketing & Investor Relations
Navitas Semiconductor
[email protected]

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Second Revolution in Power

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An Expansive Market Opportunity

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(1) GaN IC potential market based on voltage rating of 80V – 1,000V derived from Yole Développement. Status of the Power Electronic Industry 2020. Reflects estimated GaN market opportunity for power semiconductors by 2026.

Phones: More Battery, Longer Charge Time

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Phones: More Battery, More Power

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Phones: Even More Power

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Fast… Now Ultra-fast Chargers

• New, fast-growth market
• Full charge in <10 mins (150W), <20 mins (120W)
• Require 2x or 3x GaN power ICs
– PFC and DC-DC stages

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GaN Adoption Within A Market

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GaN Adoption Within A Customer

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Consumer Choice

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Smaller, Lighter, Lower Cost

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3-in-1, 3x Smaller, Lighter, Cheaper

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eMobility

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Electrify Our World ^TM

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