Cambridge GaN Devices

IMPACT CASE STUDY

DARE TO INNOVATE DIFFERENTLY

By working with GaN, I want to make an impact - an impact on society, on the people, on the employees’ lives, on the new generation. Thanks to CIC’s support and their knowledge of the semiconductor market, CGD will be able to expand its product portfolio, establish a presence in the US, and increase its market share to maximise the impact of the technology worldwide.

GIORGIA LONGOBARDI

FOUNDER AND CEO

IMP RATING: B – BENEFIT STAKEHOLDERS COMPANY DESCRIPTION

Cambridge GaN Devices (CGD) is a fabless semiconductor company that designs, develops and commercialises power devices based on the most energy-efficient semiconductor, Gallium Nitride (GaN), to make greener electronics possible.

Delivering effortless energy-efficient GaN solutions – that was the beginning of the most exciting journey we have ever initiated. A journey where challenges and hurdles are overcome by thinking differently, and with a commitment and willingness to make an impact. A journey that has been taken by the most driven and knowledgeable team we could ever dream of. At CGD, we aim to deliver the highest quality and highest performance semiconductor devices and integrated circuits for a new generation of power systems where reducing the energy losses is the core aim.

CamGan technology

It works simply. It simply works. ICeGaNTM technology targets outstanding efficiency with compact solutions and enhanced reliability, through easy to-use power transistors. We put leading-edge innovation in wide-bandgap devices at the forefront of our mission, applying deep science from our roots in Cambridge University and close engagement with customers, investors, partners and employees. It is not just about GaN. Our identity and respect for the environment goes well beyond our products

IMPACT THESIS

The environment is demanding answers to the world’s most significant challenges. Socio-economic factors and advances in technology are driving energy use and electricity spending. Climate change, populations growth, urbanisation and digital transformation are among the megatrends responsible for energy consumption predicted to increase by 14% by 2050 in the IEA 2020 World Energy Outlook by McKinsey. With the <1.5°C temperature increase target set by the Paris agreement, more global economies establish reduction policies to achieve net zero CO2 emission by 2050. Energy-efficient, power dense and miniatured devices push the growth of GaN-based solutions. At CGD, we are passionate about cutting-edge technology. We strive to solve our customers’ design challenges, enabling their end products to achieve maximum performance with advanced and easy-to-drive products that deliver on the promise of energy efficiency in consumer electronics, industrial, automotive markets.

By far the largest market, consumer will continue to grow >45%, mostly driven by mobile adapters and chargers. Supporting the digital transformation, datacenters will grow at 66% CAGR. The automotive segment´s expected growth is >100% CAGR driven by CO2 emissions regulations.

IMPACT SUMMARY

Among all the other semiconductor markets, the GaN market is the fastest growing with a 50% CAGR, thanks to the highest electrical efficiency that GaN has demonstrated it can achieve. Vast adoption of ICeGaNTM based power converters in areas such as data centres can contribute to save up to 12TWh of electricity and 9 million metric tons of CO2 per year by 2030, equivalent to the green house emissions of more than 20 million barrels of oil consumed, thus contributing to <1.5°C temperature increase target by 2050 set by the Paris Agreement1 .