|FWIW, I went down the rabbit hole of STM's new GaN offering. I think this presentation makes it pretty clear that GaN is meant as a competitor to existing silicon solutions. The performance improvement in efficiency seems fairly small over silicon so I assume that it is cost competitive due to it's smaller die area.|
Engineering samples are available now but qualified parts won't be available until the end of 2023.
I'd like to see SiC converter efficiency curves using this application, but overall, SiC is only ever going to be able to compete in applications where it has substantially better power efficiencies.
Wide bandgap semiconductors: shaping the future of power electronics