ALLOS Semiconductors

What ALLOS Semiconductors does

ALLOS Semiconductors GmbH is a privately held, fabless semiconductor materials company founded in 2014 and headquartered in Dresden, Germany. The firm develops and licenses gallium nitride on silicon (GaN-on-Si) epitaxial wafer technology targeting two end markets: microLED-based displays (for AR, smartphones, wearables and large-format panels) and, increasingly, microLED-based optical interconnects for AI computing infrastructure. Its core technology combines a proprietary strain-engineering process with carbon-doping-free growth techniques to deliver 200 mm and 300 mm GaN-on-Si epiwafers that achieve industry-leading wavelength uniformity (under 1 nm STDEV) and 98% of wafer area on target, allowing microLED device manufacturing inside existing silicon fabs using standard CMOS processes and wafer-to-wafer bonding. ALLOS was the first company in the world to demonstrate a 300 mm LED epiwafer, achieved in 2020.

The commercial offering is built around four revenue streams: IP licensing of its technology know-how and patents; technology-transfer services that port processes onto customers' MOCVD reactors (Aixtron G5, Veeco K465i, Veeco Propel, Veeco ImPulse) in under 12 weeks; customer-specific consulting and bespoke epiwafer samples; and direct sales of epiwafer products manufactured via a global network of qualified contract manufacturers. Customers and partners include the world's largest LED manufacturer Epistar, Taiwan's Ennostar Corporation, MOCVD tool vendor Veeco Instruments, AZUR Space Solar Power (a 5N Plus subsidiary), and research institutes KAUST, IEMN, and Toyohashi University of Technology.

ALLOS operates with a headcount of 1–10 employees and a founder-led management team consisting of CEO Burkhard Slischka, CMO Alexander Loesing, and CTO Dr. Atsushi Nishikawa. The company was founded by acquiring the technology, know-how and IP of former AZZURRO Semiconductors, divested its high power electronics and RF business to AZUR Space in July 2020 to focus purely on microLED, and reacquired the GaN IP from AZUR Space in March 2025. The IP portfolio comprises close to 100 patents as of 2024. The business is privately held with no institutional or external equity investors disclosed.

Name

ALLOS Semiconductors

Legal name

ALLOS Semiconductors GmbH

Website

https://allos-semiconductors.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

ALLOS Semiconductors is a privately held, fabless German semiconductor materials company (Dresden, founded 2014) that develops and licenses GaN-on-silicon epiwafer technology for microLED displays and AI optical interconnect applications, serving global LED manufacturers and display makers.

Ownership category

akta.pro rank

Product category

Semiconductor Epitaxial Wafer Materials

NAICS

Semiconductor and Related Device Manufacturing (334413)

SIC

Semiconductors & Related Devices (3674)

akta.pro primary industry

Compound Semiconductor Wafers & Substrates (SiC/GaN/GaAs/InP/Sapphire) (HDAHAGAB)

akta.pro secondary industry

Optoelectronic / Photonics Foundries (Silicon Photonics/LED/Laser) (HDAHACAG)

Keywords

• GaN-on-silicon epiwafers
• MicroLED materials
• Semiconductor technology licensing
• Epitaxial wafer technology
• Optical interconnect materials

Headquarters

HQ city

Dresden

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Personnel, Supply Chain, Marketing or Sales, Operations

Revenue model

1. IP Licensing: ALLOS licenses its proprietary GaN-on-Si technology know-how and patents to semiconductor industry clients worldwide, enabling them to master GaN-on-Si technology and apply it to microLED and other applications.
2. Technology Transfer Services: ALLOS transfers its GaN-on-Si epiwafer technology to customers' MOCVD reactors, typically completing the transfer in less than 12 weeks. This includes comprehensive training of customer engineers, detailed documentation, and proof of reproducibility. The transfer covers both epitaxial processes and device processing/characterization topics.
3. Customer-Specific Solutions and Consulting: ALLOS delivers customer-specific solutions and consulting services for next-generation GaN-on-Si development challenges. Customers can also purchase epiwafer samples for testing and evaluation purposes.
4. GaN-on-Si Epiwafer Products: ALLOS sells specialized GaN-on-Si epiwafers (200 mm and 300 mm diameters) for microLED applications. The company operates fabless, using a global network of qualified contract manufacturers.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

ALLOS Semiconductors develops and supplies specialized GaN-on-silicon (GaN-on-Si) epitaxial wafers in 200 mm and 300 mm diameters for microLED manufacturing, complemented by IP licensing, technology transfer to customers' MOCVD reactors (typically completed in under 12 weeks), and customer-specific consulting services for next-generation GaN-on-Si development.

Product overview

ALLOS Semiconductors is an IP licensing and technology engineering company that provides GaN-on-silicon (GaN-on-Si) epiwafers for microLED applications. The core product portfolio consists of 200mm and 300mm GaN-on-Si epiwafers featuring proprietary strain-engineering technology for superior wavelength uniformity and crystal quality. These materials enable microLED manufacturing in standard silicon fabs, supporting both optical interconnect applications for AI computing and microLED displays for AR and consumer electronics. The company complements its epiwafer products with technology licensing and transfer services, helping customers establish GaN-on-Si processes on their own MOCVD reactors within 12 weeks. Key enabling technologies include the 1 bin technology for achieving precise wavelength uniformity targets.

Differentiator

Problem solved

Functional benefit

Products and services

• GaN-on-Si Epiwafers for MicroLED Specialized gallium nitride on silicon (GaN-on-Si) epiwafers for microLED manufacturing, available in 200mm and 300mm wafer diameters with industry-leading wavelength uniformity (below 1nm STDEV) and 98% of epiwafer area on target. Fully silicon fab-compatible, enabling microLED device manufacturing in standard CMOS fabs.
• Technology Licensing and Transfer Services

Quantifiable outcome

• 40% cost advantage from 300 mm epiwafers due to better area utilization compared to smaller wafer sizes
• +7 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Nine partnerships are on record, tiered core, minor, strategic, historical/core and historical.

• Ennostar CorporationcoreStrategic or Co-development Partner · 19 January 2026Strategic partnership announced January 2026 between ALLOS Semiconductors (Germany) and Ennostar Corporation (Taiwan, Hsinchu) to bring 200 mm GaN-on-Si LED epiwafers for microLED applications into volume production. This collaboration represents a key milestone in establishing a silicon fab-compatible supply chain for microLED products. Ennostar serves as manufacturing partner and exhibits ALLOS products at events such as Touch Taiwan (booth M701).
• Toyohashi University of Technology (Prof. Sekiguchi)minorStrategic or Co-development Partner · 3 March 2021Joint research collaboration to realize high efficiency nitride-based micro LED chips for novel in-vivo neural/brain-machine interface medical applications. ALLOS' GaN-on-Si epiwafers are used by the university team for developing miniaturized microLED probes for medical research.
• King Abdullah University of Science and Technology (KAUST) / Prof. OhkawastrategicStrategic or Co-development Partner · 21 July 2020Collaboration between ALLOS and Prof. Ohkawa's team at KAUST to realize high efficiency nitride-based red LEDs on large diameter silicon substrates. KAUST has developed an InGaN-based red LED stack with low forward voltage (< 2.5 V) and high efficiency using local strain compensation and modified MOCVD reactor design. ALLOS provides its high crystal quality GaN-on-Si buffer layers and strain-engineering technology, with the teams jointly optimizing growth conditions for red LED performance on silicon.
• AZUR Space Solar Power GmbH (subsidiary of 5N Plus)historical/coreStrategic or Co-development Partner · 8 July 2020AZUR Space acquired ALLOS' high power electronics (HPE) and RF business in July 2020, enabling ALLOS to focus purely on microLED. AZUR uses the acquired GaN-on-Si technology for HPE and RF epiwafers, investing over 10 million euros. In March 2025, ALLOS reacquired the GaN IP from AZUR Space (buy-back of the HPE technology ALLOS originally sold), expanding its portfolio to over 50 patents.
• Veeco Instruments Inc.coreTechnology or Integration · 8 November 2018Ongoing technical collaboration since 2017 between Veeco and ALLOS to demonstrate 200 mm GaN-on-Si epiwafer technology on Veeco's Propel® Single-Wafer MOCVD System and later the ImPulse® reactor for 300 mm. Collaboration demonstrated industry-leading wavelength uniformity (STDEV of 0.85 nm on best wafer) and wafer-to-wafer reproducibility (average STDEV 1.21 nm, peak within +/-0.5 nm range) for microLED production. Veeco's MOCVD platforms are used by ALLOS' global customers.
• Epistar CorporationhistoricalOEM/ Whitelabel/ Licensing Partner · 11 March 2015Epistar licensed ALLOS' GaN-on-Si epiwafer technology in March 2015, completing the first phases of technology transfer successfully. In August 2015, the technology transfer was concluded in record time (under 6 months) with industry-leading homogeneities and crystal quality (threading dislocation density 2×10⁸ cm⁻²). Epistar integrated ALLOS' technology with its leading LED technology.
• MicroLED Industry Association (MIA)minorOthersALLOS is a member of the MicroLED Industry Association (MIA), an industry body supporting the microLED ecosystem.
• Optica (formerly OSA)minorOthersALLOS is listed as a member of Optica (formerly Optical Society of America), indicating participation in the photonics/optical communications industry body.
• SiSax (Silicon Saxony)minorOthersALLOS is listed as a member of SiSax (Silicon Saxony), the semiconductor industry cluster in Saxony, Germany.

Scale indicators8 records

Recent moves9 records

Expansion highlights5 records

Broad incumbents

• Coherent (formerly II-VI): Coherent is a large compound semiconductor materials and laser/photonics company with broad GaN, GaAs, and InP materials capabilities. It competes with ALLOS as a broad incumbent across LED, photonics, and compound semiconductor end markets.
• Soitec: Soitec is a leading engineered substrate supplier (SOI, GaN-on-Si, etc.) and a broad incumbent in compound semiconductor materials. While it operates at much greater scale across multiple material platforms, its GaN-on-Si roadmap directly overlaps with ALLOS' microLED positioning.

Others

• Epistar Corporation: Epistar is the world's largest LED manufacturer and a former ALLOS technology licensing customer (2015 transfer completed). It represents the largest downstream consumer of GaN-on-Si LED epiwafer technology.
• Veeco Instruments: Veeco is a major MOCVD equipment supplier and ALLOS' strategic collaboration partner (Propel and ImPulse reactors). It is an enabling equipment vendor whose platforms are required for customers to deploy ALLOS' GaN-on-Si technology.
• AIXTRON: AIXTRON is a leading MOCVD deposition equipment manufacturer and ALLOS' technology transfer partner (AIXTRON G5 reactors). It is an enabling ecosystem player whose installed base defines ALLOS' addressable customer set for technology transfer.
• Ennostar Corporation: Ennostar is a Taiwan-based LED and compound semiconductor manufacturer that is ALLOS' strategic manufacturing partner for 200 mm GaN-on-Si microLED epiwafers. It is both a customer/partner and a key node in the same microLED supply chain.

Direct peers

• IQE plc: IQE is the world's largest compound semiconductor wafer foundry, producing GaAs, InP, GaN-on-Si, and GaN-on-SiC epiwafers for photonics, LED, and power applications. It is the most directly comparable foundry-style peer to ALLOS, operating in adjacent epiwafer technology stacks.
• Plessey Semiconductors: Plessey develops native GaN-on-Si monolithic microLED arrays for AR/VR displays and is a direct competitor to ALLOS' microLED-enabling materials strategy. Both target the same microLED display and AR use cases with compound semiconductor approaches.
• VPEC (Visual Photonics Epitaxial Co.): VPEC is a Taiwan-based compound semiconductor epiwafer foundry serving optoelectronic and microLED applications. It competes directly with ALLOS in providing GaN-based epitaxial wafers for LED and microLED customers in Asia-Pacific.

Emerging players

• VueReal: VueReal is a Canada-based microLED display technology company developing micro-LED display manufacturing processes. It is an emerging player competing in the same microLED ecosystem that ALLOS' materials enable.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/in/atsushi-nishikawa

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ALLOS Semiconductors