공지 : 도쿄증권거래소 JASDAQ 스탠다드 시장 신규 상장 관련 안내

Global Information
회사소개 | 문의 | 비교리스트

RF GaN 특허 상황(2020년)

RF GaN Patent Landscape 2020

리서치사 KnowMade
발행일 2020년 11월 상품 코드 969248
페이지 정보 영문 PDF >230 slides, Excel file > 3,000 patent families
가격
EUR 6,490 ₩ 8,774,000 PDF and Excel File (Multi-user License)


RF GaN 특허 상황(2020년) RF GaN Patent Landscape 2020
발행일 : 2020년 11월 페이지 정보 : 영문 PDF >230 slides, Excel file > 3,000 patent families

본 상품은 영문 자료로 한글과 영문목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

RF GaN의 지적재산(IP) 활동은 차세대 통신 및 군용 기술 요건에 견인되어 계속 성장하고 있습니다. YoleDveloppement에 의하면 세계의 GaN RF 시장 규모는 2019년에 7억 4,000만 달러를 기록했습니다. 시장은 2025년까지 12%의 CAGR로 성장하고, 20억 달러를 넘어설 것으로 예측됩니다.

최초의 RF GaN 특허 출원은 1990년대에 제출되었습니다. 2004년에 활동이 시작되었지만 2015년부터 크게 가속되었습니다. 현재 IP의 확대는 중국과 밸류체인 더 아래로의 지적재산 이동이라는 2개 주요 요인에 의해 추진되고 있습니다. 중국의 지적재산 활동은 2015년부터 가속하고 있습니다. 과거 2년간 중국으로부터의 특허가 현저하게 증가하고, 많은 중국의 신규 참여자가 RF GaN IP 상황에 참여하고 있습니다.

세계의 RF GaN 특허 상황에 대해 조사했으며, 주요 IP 성장 촉진요인과 주요 동향, 주요 IP 포트폴리오의 강점 및 그 기술/용도의 초점, 기업·국가·기술별 특허 출원의 시간 발전, RF GaN 특허 기술 상황에 관한 인사이트, 각 기술과 용도 동향 등의 정보를 제공합니다.

본 보고서 게재 기업

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.

목차

서론

  • 환경
  • 조사 범위
  • 보고서의 주요 기능
  • 보고서에서 인용되고 있는 기업
  • 특허 상황을 조사하는 이유

조사 방법 및 용어

주요 요약

특허 상황 개요

  • 특허 출원/간행물의 시간 발전
  • 기업 본사의 시간 발전
  • 주요 특허 출원인
  • 3개 이상 특허 패밀리를 가지는 기타 특허 양수인
  • 주요 양수인으로부터 특허 간행물의 시간 발전
  • 2019년 1월 이후 주로 활동적인 특허 출원인
  • 2019년 1월 이후 공개된 새로운 특허 토픽
  • 2019-2020년 신규 진출 기업
  • 신규 특허 토픽
  • 2015년 이후 주요 IP 전송과 IP 제휴
  • 주요 IP 기업과 그 특허의 현재 법적 지위
  • 부여된 특허와 출원중인 특허의 지역적 범위
  • 주요 양수인 IP 포트폴리오의 지역적 범위
  • 특허 양수인의 IP 리더십
  • 국가별 주요 IP 기업 본사
  • 특허 양수인의 특허 포트폴리오 강도 지수
  • 기술 부문별 특허 패밀리 개요
  • 주요 기술 부문의 IP 역학
  • 주요 양수인 IP 포트폴리오의 테크놀러지 커버리지
  • 밸류체인 부문별 주요 특허 출원인

아메리카의 IP 기업

유럽의 IP 기업

일본의 IP 기업

중국의 IP 기업

홍콩과 대만의 IP 기업

한국의 IP 기업

국가/지역별:

  • 주요 특허 양수인
  • 주요 양수인으로부터 특허 간행물의 시간 발전
  • 주요 양수인 IP 포트폴리오의 지역적 범위
  • 주요 양수인 IP 포트폴리오의 테크놀러지 커버리지

세분화

  • 부문별 특허 패밀리 개요
  • 주요 부문 특허 간행물의 시간 발전
  • 주요 양수인 IP 포트폴리오의 테크놀러지 커버리지
  • 밸류체인 부문별 주요 특허 출원인
  • RF 기능과 주파수대역별 주요 특허 출원인
  • 매트릭스 테크놀러지와 RF 디바이스/기능/주파수대역
  • 매트릭스의 주요 문제와 주요 부문

테크놀러지

  • GaN-on-Sic
  • GaN-on-Silicon
  • GaN-on-Sapphire
  • GaN-on-Diamond
  • GaN-on-GaN
  • 각 테크놀러지에 대해 : 주요 특허 출원인, 주요 토픽 및 주목해야 할 최근의 특허

RF 디바이스

  • 전계 효과 트랜지스터(FET, HEMT, HFET, Normally-off 등)
  • 이종접합 바이폴라 트랜지스터(HBT)
  • RF 다이오드(쇼트키, 버랙터, RTD, IMPATT 등)
  • RF 음파 디바이스(SAW, TC-SAW, FBAR, BAW-SMR)
  • 각 RF 디바이스에 대해 : 주요 특허 출원인, 주요 토픽 및 주목해야 할 최근의 특허

MMIC

  • 주요 특허 출원인
  • Cree, Toshiba, Raytheon, Win Semiconductors, Qorvo, Northrop Grumman, BAE Systems, TigerMircrowave가 소유하는 주목해야 할 특허

회로와 조작 방법

  • 주요 특허 출원인과 바이어스, 보호, 매칭, 선형성과 관련된 특허 출판물의 시간 발전
  • 주목해야 할 최근의 특허

기능

  • RF 증폭기(PA, LNA, Doherty PA, 스위치 모드 PA)
  • RF 스위치
  • RF 필터
  • 각 기능에 대해 : 주요 특허 출원인, 특허 출판물의 시간 발전 및 주목해야 할 최근의 특허

주파수대

  • 전파, 마이크로파, 밀리미터파, 테라헤르츠에 관한 주요 특허 출원인과 시간 발전 특허 출판물
  • 5G 네트워크를 대상으로 하는 특허 출원인
  • 5G 네트워크를 대상으로 한 주목해야 할 특허

결론

지식 프리젠테이션

KSM 20.11.26

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

Back to Top
전화 문의
F A Q