From chargers to data centers: Power GaN market set for rapid six-fold expansion by 2030

Yole Group announced the release of its new edition of the Power GaN report, Power GaN 2025. This annual bestseller provides an in-depth analysis of the global power GaN market trajectory, covering market values and volumes, supply chain dynamics, and technology innovations from 2020 to 2030.

Roy Dagher, Technology & 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, with a market projected to reach about $3 billion by 2030. Consumer applications, particularly fast chargers, have been the early adopters, driving volume growth and ecosystem maturity. By 2030, the consumer and mobile segment is projected to constitute over 50% of the total power GaN device market.

Data centers: Golden road for GaN
The explosion in AI computing and data traffic is transforming data center power architectures. The growing number of servers and communication systems is driving electricity demand and CO₂ emissions, intensifying the need for higher-efficiency power conversion.

GaN technology offers a compact, efficient, and thermally superior alternative to silicon-based systems. As detailed in the Power GaN 2025 report, GaN is particularly well-suited for PSUs above 3 kW, delivering improved form factors, reduced heat losses, and lower operational costs.

In 2025, NVIDIA’s new data center architecture announcement catalyzed 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. See also the related Monthly Billet, “Nvidia defines power electronics future,” and more information about the associated report, “Power Electronics for Data Centers 2025.”

Together with telecom, these segments are expected to generate more than $380 million in GaN revenues by 2030, making data centers one of the most promising growth pillars of the power GaN market.

“Data centers represent a turning point for GaN,” adds Roy Dagher from Yole Group. “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 OBC marking significant milestones that strengthen confidence in GaN technology and pave the way for wider penetration across the power electronics market.

Following the power GaN revolution
As the semiconductor industry strives for higher efficiency and sustainability, GaN stands at the core of the global energy and digital transition. From fast chargers to data centers and electric vehicles, power GaN is reshaping the way energy is converted and managed.

At the same time, the market is shifting toward IDM-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.

Key takeaways
* A booming $3 billion market by 2030: the power GaN device market will have an impressive 42% CAGR from 2024 to 2030.

* By market segment: Consumer electronics leading adoption: power GaN continues to dominate the fast-charger segment… Emerging momentum in automotive and mobility: despite short-term delays linked to the xEV market slowdown, this segment is expected to grow at a 73% CAGR between 2024 and 2030. Data centers are accelerating the next wave: the AI boom is intensifying demand for high-efficiency power systems. GaN is emerging as a key enabler for data centers. Together with telecom, this segment will have a 53% CAGR over this period.

Power GaN ecosystem: Rapid consolidation amid intensifying competition and restructuring across the value chain.