Just because you found some SSPA based on GaN on the open market is no evidence of GaN radars being installed on PLAN ships.You are not going to expect Gallium shortages in the US and there is no trade threat in this but if less Gallium are imported to the US, the prices will rise. Actually my point is showing that China's GaAs and GaN industries are helping to power China with a new generation of radars, and these may already started to be equipped.
GaN substrate wafers are not suitable for high power applications needed for military radars. Ideally, you would want something like SiC or even diamond.Tam said:The keyword is DEVICES. These firms buy the GaN wafers then put them on the fabs to make devices. They design and make GaN devices. They are not however, the source of the substrates, anymore than a book publisher is the paper factory. Military however, uses boutique fabs, meaning companies like Raytheon and Northrop Grumman does not rely on these companies but fab devices on their own fabs. They only need to acquire the wafers from somewhere else.