Samsung Electronics is shifting its strategy in the gallium nitride power semiconductor market. The company will move away from selling finished GaN devices and instead focus on foundry services. This change follows difficulties in securing customer orders for its own manufactured products.
Company abandons module business after failing to meet customer requirements for on-resistance metrics
Industry sources report that Samsung's GaN devices failed to reach mass production due to quality and performance issues. The company could not meet customer requirements for the on-resistance (RDS(on)) metric. Low efficiency also prevented the firm from winning device customers.
Samsung has effectively abandoned its module business for these products. Customers originally sought to purchase complete GaN modules, but Samsung could only supply discrete devices. This mismatch led to failed supply contracts and a withdrawal from a national electric vehicle research project after completing only the first phase.
A Samsung representative stated that the company's business strategy has changed but declined to provide specific details about the new direction. Industry insiders note that the shift toward foundry services aims to leverage demand for higher-value manufacturing work rather than direct component sales.
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