Power GaN market set for rapid expansion
Yole Group has released its new edition of the Power GaN report, 'Power GaN 2025', in which it forecasts a $3 billion market by 2030 with 42 percent CAGR from 2024 to 2030.
Roy Dagher technology and market analyst, Compound Semiconductors at Yole Group said: "Power GaN is transitioning from promise to production reality. At Yole Group, we see an acceleration across all end markets. Its efficiency, compactness, and performance advantages make it a key technology for the next decade of power electronics."
GaN has emerged as one of the most disruptive semiconductor technologies of the decade. Consumer applications, particularly fast chargers, have been early adopters, driving volume growth and ecosystem maturity. By 2030, the consumer and mobile segment is projected to constitute over 50 percent of the total power GaN device market
GaN technology is particularly well-suited for PSUs above 3 kW, delivering improved form factors, reduced heat losses, and lower operational costs. This is driving its use in AI computing and data centre power architectures.
In 2025, NVIDIA’s new data centre architecture announcement catalysed a wave of collaborations with leading power semiconductor manufacturers, including Texas Instruments, Navitas, Infineon Technologies, Innoscience, and Onsemi.
The aim is to integrate GaN devices into 800V HVDC power systems. These partnerships mark the beginning of large-scale GaN deployment, with Yole Group anticipating first commercial rollouts around 2027.
Together with telecom, these segments are expected to generate more than $380 million in GaN revenues by 2030, making data centres one of the most promising growth pillars of the power GaN market.
“Data centres represent a turning point for GaN,” adds Dagher. “The combination of AI, electrification, and sustainability goals makes GaN indispensable for next-generation server and telecom power systems.”
Other segments are gaining traction, with Enphase Energy’s first GaN-based microinverter and Changan Automobile’s first GaN-based Onboard Charger (OBC) marking significant milestones that strengthen confidence in GaN technology and pave the way for wider penetration across the power electronics market.
According to Yole, GaN now stands at the core of the global energy and digital transition, and is reshaping the way energy is converted and managed from fast chargers to data centres and TVs.
At the same time, the market is shifting toward IDM (Integrated Device Manufacturer) -driven business models—where vertical integration offers tighter control over technology and supply — as foundries remain essential to the industry’s growth.
Established foundries are expanding their GaN capacity, and new entrants are emerging to serve fabless companies and IDMs seeking additional sourcing flexibility. This coexistence between integrated and foundry-based ecosystems is reinforcing the resilience and scalability of the global Power GaN supply chain.
