The gallium nitride industry performed strongly in Q1 2023, presenting a thriving scene, and multiple positive news brought a promising start to the industry. The research report points out that gallium nitride can be widely used in higher power and higher frequency fields such as communication, computers, consumer electronics, automotive electronics, aerospace, etc. Research firm Yole predicts that by 2027, the market size of power GaN devices is expected to reach 2 billion US dollars. Infineon's acquisition of GaN Systems also reflects the future development prospects of GaN in automotive, data center, industrial and other application fields.

The consumer electronics market is the main driving force for the application of gallium nitride, represented by fast charging. Data centers have long been flocking to gallium nitride. Gallium nitride based server power supplies can achieve higher power density while also making it easier to achieve titanium grade energy efficiency. On the other hand, like the 48V automotive system, the power supply architecture of data centers is also facing transformation. For cloud service providers, the volume advantage brought by 48V DC/DC converters will further reduce costs and increase efficiency for data centers.

In addition to consumer electronics and data centers, gallium nitride also has broad application prospects in the field of automotive electronics. With the popularization of new energy vehicles and the development of autonomous driving technology, the demand for high-performance and highly reliable semiconductor devices in automotive electronic systems is constantly increasing. Gallium nitride semiconductors have higher energy efficiency and less impact on the environment, gradually becoming an indispensable and important material in automotive electronic systems.

In addition, gallium nitride semiconductors are also widely used in the industrial field. For example, in fields such as industrial robots and drones, gallium nitride semiconductor devices can provide more efficient, stable, and precise control. This will further promote the development of industrial automation and intelligent manufacturing technology.

At the International Power Electronics Exhibition (APEC) and the Asian Charging Exhibition (ACE) held in March this year, companies and organizations from various regions showcased innovative solutions for gallium nitride. Among them, the number of gallium nitride enterprises participating in exhibitions has increased by more than 30% compared to previous years, and the products and solutions displayed have gradually expanded from consumer fast charging to application fields such as data centers, automotive electronics, and new energy.

In summary, the gallium nitride industry performed strongly in Q1 2023 and has broad application prospects in consumer electronics, data centers, automotive electronics, industry, and other fields in the future. With the continuous advancement of technology and increasing market demand, the industry will face more opportunities and challenges. The gallium nitride industry needs to strengthen cooperation and innovation in technology innovation, industry chain integration, and other aspects to promote sustainable development of the industry.