Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business...

39
Power module packaging: material market and technology trends Report FromTechnologies to Market

Transcript of Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business...

Page 1: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

Power module packaging:

material market and technology

trends

Report

From Technologies to Market

Page 2: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

2

Biographies & contacts

Alejandra Fuentes Suarez is a Technology & Market Analyst, Power Electronics, within the Power and Wireless Team at Yole Développement (Yole). She isinvolved in the development of custom studies and reports covering the power electronics industry: Alejandra daily researches the latest developments in powerconverter topologies, passive components, power modules packaging and EV/HEV. Previously Alejandra acquired extensive expertise in the design of powerconverters for solar, wind, hydro and motor drive applications at Semikron (France). Alejandra graduated from UJF (Grenoble, FR) and INP (Grenoble, FR) as anelectrical engineer, specializing in design of power electronics system. She also holds an advanced master’s in the field of Marketing and Management of Energy fromthe Grenoble Business School (Grenoble, FR).

E-mail: [email protected]

ABOUT THE AUTHORS

Dr. Milan Rosina

Dr. Milan Rosina is Senior Analyst, Power Electronics & Batteries, at Yole Développement (Yole), within the Power & Wireless division. Milan has 20 years ofscientific, industrial and managerial experience in equipment and process development. He has experience in due diligence, technology, and market surveys in thefields of renewable energies, EV/HEV, energy storage, batteries, power electronics, thermal management, and innovative materials and devices. Dr Rosina receivedhis Ph.D. degree from National Polytechnical Institute (Grenoble, France). He previously worked for the Institute of Electrical Engineering in Slovakia, Centrothermin Germany, Fraunhofer IWS in Germany, CEA LETI in France, and utility company ENGIE in France.

E-mail: [email protected]

Mattin GraoTxapartegi

Mattin Grao Txapartegi is a Power Electronics Analyst at Yole Développement. He is engaged in many custom studies and reports on the development of inverterarchitecture and passive components, and recently he has been in charge of power packaging topics. Mattin drives technology and market scouting, roadmapdefinition, identification of disruptive technologies and market opportunities, and competitive landscape analysis. He acquired comprehensive expertise in the designof power converters for electric vehicles at the car manufacturer Renault. He graduated from Grenoble INP with an engineering degree in electrical systems. Hethen earned an advanced master’s degree in aeronautic engineering from Arts et Métiers ParisTech. During this time, he oversaw managerial, financial andmarketing fields within the aeronautics industry.

Email: [email protected]

Alejandra Fuentes

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 3: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

3

TABLE OF CONTENTS

• Objectives of the report 4

• What is in this report? 5

• Companies cited in the report 6

• List of abbreviations 7

• Executive summary 8

• Overall power electronics market 37

• Power module market 42

• Global trends for power module packaging 48

• Thermomechanical issues in power modules 63

• Power module packaging 71

• Composition of a conventional power module 73

• Power module materials and process choice 77

• Interconnections 82

• Die and substrate attach 97

• Encapsulation 121

• Substrates 139

• Baseplates 156

• Thermal Interface Materials (TIMs) 172

• Power modules - Case studies 193

• Raw materials market for power packaging 208

• Yole’s methodology for market metrics 209

• Specific market analysis of each part of the module:

• Interconnections in power modules 211

• Die attach for power modules 215

• Substrate attach for power modules 220

• Encapsulation for power modules 225

• Substrates for power modules 230

• Baseplates for power modules 235

• TIM for power modules 240

• Business model and supply chain analysis 245

• Wide-band gap packaging 286

• General conclusions 305

• Yole Développement presentation 310

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 4: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

4

OBJECTIVES OF THE REPORT

To provide market analysis and forecasts for power module packaging.

To provide a deep insight into state-of-the-art package designs and materials.

To identify the key technology trends that will shape the power packaging market in the future.

To understand the main challenges and proposed innovations for power packaging.

To provide analysis and trends for the power packaging supply chain.

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 5: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

5

WHAT IS IN THIS REPORT?

• The main challenge for the power electronics industry is to reduce energy consumption in order to meet targets for reducing CO2

emissions.

• To meet this objective conversion efficiency must be increased:

• Technology breakthroughs such as wide band gap (WBG) semiconductors are needed.

• The whole power electronics device must be optimized, including the packaging.

• Improved thermal management helps to reduce the cooling needs and related energy consumption.

• To preserve device characteristics, package developments are imperative:

• WBG semiconductor progress requires dedicated developments.

• Design-to-cost solutions are required to drive down costs.

• Volume constraints and related high-power density challenges require development of new solutions.

• In this report we provide an insight into the packaging market for power electronics:

• The standard module is described, with detailed analysis of each part of the package and the associated markets.

• Case studies are developed to illustrate different technologies.

• Technology trends

• A description of the power packaging landscape is also provided, along with main development trends.

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 6: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

6

COMPANIES CITED IN THE REPORT

ABB, ACC, Alpha, AM2T, Amkor, AOS, APE, aPSI3D, Avator, AT&S, BlueStar Silicones, Bosch, BYD, CeramTec, Comelec, Continental, CPS Technologis, CRRC, Danfoss, Delphi, Denso, Dow Corning, Dowa, Dupont, Dynex, Electrolube, Fairchild, Fuji

Electric, GaN Systems, GE, General Electric, Hala, Henkel, Heraeus, Hitachi, Hitachi Chemical, Honda, Indium Corporation, Infineon, Intel, International Rectifier, IXYS, KCC, Kisco Conformal Coating, Kyocera, LS, Macmic, Microsemi, Mitsubishi Electric,

Mitsubishi Materials, Momentive, Müller-Ahlhorn, Nusil Technology, Plansee, Powerex, Powerstax, On Semiconductor, RavelinMaterials, RHP Technology, RUISIL, Schneider Electric, Semikron, ShinEtsu, Specialty Coating Systems (SCS), Shanghai Hua Hong

NEC, Shin Etsu, Siemens, Starpower, STATS ChipPAC, STMicroelectronics, Tesla, Texas Instruments, Toshiba, Toyota, TSMC, Valeo, Vincotech, Vishay, Wacker, and more.

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 7: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

7

POWER MODULE MARKET

Power modules, discretes or embedded ?

Inverter power

Functionality integration

More

Less

IPMSmall device, small power.All-in-one: IGBT, diodes, drivers and control.

Discrete packagingSmall device, medium power.All in one: MOSFET, IGBT, or co-pack IGBT and diode.

6-in-1 power moduleLarge device, medium power.

Six IGBTs and diodes.IGBT driver is external.

Single power moduleLarge device, large power.One IGBT and diode. Several chips to handle the current.IGBT driver is external.

MW range100s kW range10s kW rangeWatt to kW range

IPM: Intelligent Power Module

Embedded PackageSmall device.Small heat dissipationSemiconductor embedded in PCB.

2-in-1 & 1-in-1 power modulesMedium power.2 or 1 IGBT packagedtogether with the diode.Trend in EV/HEV

New packaging trendsPackaging type by power inverter

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 8: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

8

POWER MODULE MARKET

Power module market revenue, split by application

The power module market will experience a CAGR2017-2023

of 7.8%.

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 9: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

9

GLOBAL TRENDS FOR POWER MODULE PACKAGING

Technology trends

about packaging

materials

Yole Développement’s

vision about the

coming years

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 10: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

10

GLOBAL TRENDS FOR POWER MODULE PACKAGING

Impact of double-sided cooling designs on choice of packaging materials

Double-side cooling will have a strong impact on the choice of packaging materials.

• Impact of double-sided cooling:

• Wire bond-free interconnections will be significantly reduced.

• Baseplates are no longer used.

• Epoxy will be better adapted for use than silicone gel.

• New requirements will arise such as spacers, top-die attach and topside substrates.

Interconnections

Wire bonds

Wire bond-free

Encapsulation

Epoxy

Silicone gel

Substrate

Ceramics

Lead frame

Other

Baseplate

+ Top-die attach

+ Spacers

Double-side power

module cooling design

Impact of power module design on the choice of packaging materials: an example of a double-side cooling design.

Yole Développement

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 11: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

11

LAST TECHNOLOGY INNOVATIONS

In…

Interconnections

Die-attachSubstrate-

attach

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 12: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

12

DIE AND SUBSTRATE ATTACH

Yole’s vision of the soldering-to-sintering transition

The eagerness of different

power module manufacturers to make the transition to

sintering technology depends on

their technology and

market positioning.

Newcomers will

build new manufacturing

lines with a free choice

of die attach technology.

Source: Yole Développement

Still in

development

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 13: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

13

LAST TECHNOLOGY INNOVATIONS

In…

Encapsulation

Substrates

Baseplates

TIM

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 14: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

14

ADVANCED PACKAGING TECHNOLOGIES FOR POWER

At what level does advanced packaging inspire power packaging?

In recent years, synergies

between advance packaging

technologies and power packaging have popped-up.

Microelectronics

Power Electronics

Low power

Medium power

High power

Devices

Po

wer

Packaging

Advanced Packaging

Power Packaging

Synergies

sought

here!

Some advanced packaging solutions can be adapted for packaging of low-power

power electronic devices.

Yole Développement

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 15: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

15

MARKET & FORECASTS

2017 - 2023

Forecasts for

2018-2023

Markets per

technology &

per

application in

cm2 or cm3

and in million

USD

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 16: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

16

CASE STUDY

ST Microelectronics’ SiC Modules in TESLA’s Model S3 2017

Tesla’s Model S3 2017 is equipped with ST’ SiCMOSFET power modules

Source: System Plus Consulting

Source: System Plus Consulting

Latest case studies

of innovative

module packaging

in commercial

modules

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 17: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

17

BUSINESS MODEL AND SUPPLY CHAIN ANALYSIS

Yole Développement

analysis on business

models and supply-chain

evolution

Power module

manufacturers

positioning

M&A

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 18: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

18

FOCUS ON SiC & GaN PACKAGING

Special chapter for SiC & GaN packaging challenges,

developments and solutions

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 19: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

19

RELATED REPORTS

Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018

Page 20: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

2017 was an impressive year for the IGBT power module market, as it grew 18.1% compared to 2016. And so far, the perspectives for 2018 are even better, with over 20% growth in the first half of the year. The main explanation of this drastic market explosion is the boost from the electrical and hybrid electric vehicle (EV/HEV) sector, especially in China. It has also been an exceptional year for industrial motor drives in Asia.

Other device modules, like those based on MOSFETs and bipolar transistors, show a slight decrease. Consequently the overall power module market value ended at $3.54B, growing 11.3% year-on-year. By 2023 the market is expected to be over $5.5B. This promising market is beneficial for the packaging material business that Yole Développement (Yole) covers in this report, “Power Module Packaging 2018”.

The power module packaging material business is worth $1.2B, a little more than a third of the total power module market. It is a very dynamic market, where continuous innovations and material enhancements and a lot of R&D investment are needed. This power module packaging material market’s compound annual growth rate (CAGR) for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023.

In terms of technology, the report takes a deep look into substrates, baseplates, die-attach,

substrate-attach, encapsulation, interconnections and thermal interface material (TIM) markets. Almost 50% of the current $1.2B market value is substrates and baseplates. Another 25% of that market is exclusively from die-attach and substrate attach materials. Major technological choice trends in these segments can therefore rapidly impact the power module packaging overall market.

For instance, the penetration of silver sintering as a die-attach technology is increasing among the industry, and even arriving in some EV/HEV power modules. As this technology is more expensive, the CAGR2017-2023 for the die-attach market is 11%, much higher than for the other market segments.

The second highest CAGR2017-2023 is for interconnections, at 9.5%. This is because new interconnection technologies, like flexible interconnection foils, are more costly compared to more cost-effective but less reliable aluminum wire-bonding. The other major technological change that will impact the global market will be an increasing use of silicon nitride (Si3N4) active metal brazing (AMB), which will capture 37% of the power module substrate market by 2023. As the demand for Si3N4 increases, its high cost is expected to decrease faster than the other ceramic materials.

POWER MODULE PACKAGING 2018: MATERIAL MARKET AND TECHNOLOGY TRENDSMarket & Technology report - July 2018

THE IGBT POWER MODULE MARKET GREW 18.1% IN 2017, DRIVING THE POWER MODULE PACKAGING MATERIALS BUSINESS

Power packaging is continuously adapting to power application market trends.

KEY FEATURES• Presentation of detailed analysis of

thermal interface materials (TIMs), thermomechanical issues in power modules and case studies and technological innovations

• 2017-2023 market value for the power electronics field and especially for power modules

• Complete analysis of power module packaging design

• Deep insight into each part of a standard power module package: substrate, baseplate, die attach, substrate attach, encapsulation and interconnections

• Technology trends and roadmaps• 2017-2023 market metrics

and forecasts for each type of packaging component (substrate, baseplate, die attach, substrate attach, encapsulation, interconnections and TIMs)

• Evolution of different business models

• Supply chain analysis and evolution trends

• Complete presentation of Wide Band Gap device packaging

• Packaging trends for the coming years

WHAT’S NEW• Focus on packaging for Wide Band

Gap devices• Analysis of the newest power

module designs, including the Tesla Model 3 power module, Mitsubishi J1-series and Infineon’s HybridPack Drive

• Insight into emerging business models within the supply chain

• 2017-2023 market metrics and forecasts for thermal interface materials (TIMs)

(Yole Développement, July 2018)

Power module packaging: 2017 -2023 raw material marketsize per packaging part

US$ 1.2B

US$ 1.9B2023

2017

Substrate

Baseplate

Substrate attach

Casing

Interconnections

Dieattach

Encapsulation

Baseplate

Substrate attach

Casing

Interconnections

Substrate

Dieattach

Encapsulation

US$ 111 M

US$148 M

US$201 M

US$271 M

US$66 M

US$85 M US$

75 M

US$147 M US$

155 M

US$277 M

US$349 M

US$390 M

US$518 M

US$307 M CAGR 8.2%

US$ 147 M

Page 21: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

POWER MODULE PACKAGING 2018: MATERIAL MARKET AND TECHNOLOGY TRENDS

NEW CHAPTERS: A WBG PACKAGING - TESLA’S MODEL 3 POWER MODULES - MITSUBISHI ELECTRIC’S J1 SERIES INNOVATIVE INTEGRATED SUBSTRATES

The Power Module Packaging 2018 report has several new features, including an entire chapter which focuses

on WBG module packaging challenges, innovations and future trends. Yole has also introduced the TIM market and its forecasts as part of the power module packaging market, building on the 2017 report, where just the different TIM technologies were described. Yole’s analysts have also now analyzed the Transient Liquid Phase Soldering (TLPS) technology as a future alternative to die-attach.

An exciting, fresh, case study explores Tesla’s Model 3 power module, which has been manufactured by STMicroelectonics and reverse engineered by System Plus Consulting. Similarly, photos and an explanation of Mitsubishi Electric’s J1-series power module, with its very innovative integrated ceramic and baseplate pin-fin substrate design secrets. The Power Module Packaging 2018 report will bring you all these latest innovations and much more.

Technical trends in power module packaging are mainly driven by the entrance of the Wide Band Gap (WBG) materials and the challenging system requirements of the booming EV/HEV industry. Indeed, the introduction of the WBG semiconductors SiC and GaN is pushing the development of new power packaging solutions, as these devices can work at higher junction temperatures and higher switching frequencies with smaller die sizes.

In order to take advantages of SiC’s properties, reliable and robust die attach technologies that work at 200 °C are required. Silver sintering is today the big star for SiC power modules, due to its high melting temperature point, exceeding 900°C. In term of substrates, high thermal conductivity materials will be chosen such as AlN and Si3N4, as dies need to dissipate the losses from a smaller surface. In addition, the interconnection technology is a key factor for the good performance of SiC devices. Many companies are therefore developing their own low-stray inductance interconnections such as GE’s Power Over Lay (POL) or Semikron’s SKiN technology. In contrast, GaN devices are not yet packaged in power modules, and are using advanced packaging technologies. GaN Systems’ printed circuit board-embedded GaN packages are the best example.

The EV/HEV industry’s demanding requirements for high power density and mechatronics integration are driving many of the other power packaging innovations. Today, there are two clear trends: over-molded double-side cooled modules for hybrid cars and single-side cooled modules with pin-fin baseplates for battery-only electric cars.

This report summarizes other tendencies such as the use of organic insulator foils in insulated metal substrates (IMS) and the “integrated substrates” that merge a ceramic substrate and a pin-fin baseplate. With all these new technologies, the EV/HEV power packaging landscape is fast-evolving and dynamic. That is why Yole follows the leading packaging material suppliers like DOWA, Denka, Rogers and Alpha, and the module manufacturers like Bosch, Mitsubishi Electric and Semikron, very closely to quickly understand their future technology innovations.

SiC module packaging: Main technologies that will need to evolve

(Yole Développement, July 2018)

Substrate

High thermal conductivity ceramics

such as AlN and Si3N4.

Encapsulation

High-temperature epoxy or silicone gel.

Die attach

Silver sintering is expected to become the preferred choice.

Interconnections

Low-inductance interconnections.

SiC chips: High Tj and

high frequency

New designs and new materials are needed

Example of STMicroelectronics’ SiC MOSFETs modules in Tesla’s Model 3*

(Yole Développement, July 2018)

Example of STMicroelectronics’ SiC MOSFETsmodules in Tesla’s Model 3

reverse engineered by System Plus Consulting

* Extracted from System Plus Consulting report : Tesla Model 3 Inverter with SiC Power Module from STMicroelectronics, June 2018

SILVER SINTERING, NEW SUBSTRATES AND INTERCONNECTION TECHNOLOGIES ARE THE LATEST INNOVATIONS DRIVEN BY EV/HEV AND THE ARRIVAL OF WBG

Page 22: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

MARKET & TECHNOLOGY REPORT

COMPANIES CITED IN THE REPORT (non exhaustive list)ABB, ACC, Alpha, AM2T, Amkor, AOS, APE, aPSI3D, Avator, AT&S, BlueStar, Silicones Bosch, BYD, CeramTec, Comelec, Continental, CPS Technologis, Danfoss, Delphi, Denso, Dow Corning, Dowa, Dupont, Dynex, Electrolube, Fuji Electric, GaN Systems, GE, General Electric, Hala, Henkel, Heraeus, Hitachi, Hitachi Chemical, Honda, Indium Corporation, Infineon, Intel, International Rectifier, KCC, Kisco Conformal Coating, Kyocera, LS, Mersen, Mitsubishi Electric, Mitsubishi Materials, Momentive, Müller-Ahlhorn, Nusil Technology, Plansee, Powerex, Powerstax, Ravelin Materials, RHP Technology, RUISIL, Schneider Electric, Semikron, Shin-Etsu, Specialty Coating Systems (SCS), Shanghai Hua Hong NEC, Shin Etsu, Siemens, Starpower, STATS ChipPAC, STMicroelectronics, Texas Instruments, Toshiba, Toyota, TSMC, Valeo, Vincotech, Wacker, and more.

Objectives of the report 4Executive summary 8Overall power electronics market 37Power module market 42Global trends for power module packaging 48Thermomechanical issues in power modules 63Power module packaging 71Composition of a conventional power module 73Power module materials and process choice 77Interconnections 82Die and substrate attach 97Encapsulation 121Substrates 139

Baseplates 156Thermal Interface Materials (TIMs) 172Power modules - case studies 193Raw materials market for power packaging 208

Specific market analysis of each part of the module: Interconnections in power modules 211Die attach for power modules 215Substrate attach for power modules 220Encapsulation for power modules 225Substrates for power modules 230Baseplates for power modules 235TIM for power modules 240Business model and supply chain analysis 245Wide-band gap packaging 286General conclusions 305

TABLE OF CONTENTS (complete content on i-Micronews.com)

Find more details about

this report here:

RELATED REPORTSBenef i t f rom our Bundle & Annual Subscription offers and access our analyses at the best available price and with great advantages

• Power Sic 2018: Materials, Devices and Applications

• Power Electronics for EV/HEV 2018• Tesla Model 3 Inverter with SiC Power

Module from STMicroelectronics• Infineon FF400R07A01E3 Double Side

Cooled IGBT Module• Infineon FS820R08A6P2B HybridPACK

Drive IGBT ModuleFind all our reports on www.i-micronews.com

OBJECTIVES OF THE REPORT• Highlight power module packaging

market analysis and forecasts• Provide a deep insight into state-

of-the-art package designs and materials

• Describe the current packaging challenges for SiC and GaN Wide Band Gap devices

• Identify the key technology trends that will shape the market in the future

• Understand the main challenges and proposed innovations

• Deliver supply chain analysis and trends

Mattin Grao Txapartegi investigates power packaging solutions to analyze the latest technical challenges, market growth and competi t ive landscape . Get t ing a deep understanding of the technology evolution, the market trends and the strategies of each player are part of his mission at Yole. Previously he acquired a comprehensive expertise in the design of power converters for EV at Renault (France). As an engineer, Mattin graduated from Grenoble INP (FR) with specialization in embedded systems for transportation. He has also an advanced master in aeronautics from the Arts & Métiers ParisTech (FR).

Dr. Milan Rosina has 20 years of scientif ic, industrial and managerial experience involving equipment and process development, due diligence, technology, and market surveys in the f ields of renewable energies, EV/HEV, energy storage, batteries, power electronics, thermal management, and innovative materials. He previously worked for the Institute of Electrical Engineering in Slovakia, Centrotherm (Germany), Fraunhofer IWS (Germany), CEA LETI in France, and utility company ENGIE in France.Dr. Rosina received his Ph.D. degree from National Polytechnical Institute (Grenoble, France).

Alejandra Fuentes Suarez daily researches the latest developments in power conver ter topologies , pass ive components, power modules packaging and EV/HEV. Previously Alejandra acquired extensive expertise in the design of power converters for solar, wind, hydro and motor drive applications at Semikron (France). Alejandra graduated from UJF (Grenoble, FR) and INP (Grenoble, FR) as an electrical engineer, specializing in design of power electronics system. She also holds an advanced master’s in the field of Marketing and Management of Energy from the Grenoble Business School (Grenoble, FR).

As analysts within the Power & Wireless division at Yole Développement (Yole) Alejandra Fuentes Suarez, Dr. Milan Rosina and Mattin Grao Txapartegi co-authored the Power module packaging 2018: Material market and technology trends report:

AUTHORS

ASSOCIATED REPORTAutomotive Power Module PackagingComparison 2018 - Structural, Process and Cost Report by SystemPlus ConsultingA cost-oriented review of power module packaging technologies for the automotive market.

Bundle offer possible, contact us for more information.

Page 23: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

ORDER FORMPower module packaging 2018: Material market and technology trends

SHIPPING CONTACT

First Name:

Email:

Last Name:

Phone:

PAYMENT

BY CREDIT CARD Visa Mastercard Amex

Name of the Card Holder:

Credit Card Number:

Card Verification Value (3 digits except AMEX: 4 digits): Expiration date:

BY BANK TRANSFERBANK INFO: HSBC, 1 place de la Bourse, F-69002 Lyon, France, Bank code: 30056, Branch code: 00170Account No: 0170 200 1565 87, SWIFT or BIC code: CCFRFRPP, IBAN: FR76 3005 6001 7001 7020 0156 587

RETURN ORDER BY • FAX: +33 (0)472 83 01 83• MAIL: YOLE DÉVELOPPEMENT, Le Quartz,

75 Cours Emile Zola, 69100 Villeurbanne/Lyon - France

SALES CONTACTS • Western US & Canada - Steve Laferriere:

+ 1 310 600-8267 – [email protected]• Eastern US & Canada - Troy Blanchette:

+1 704 859 0453 – [email protected]• Europe & RoW - Lizzie Levenez:

+ 49 15 123 544 182 – [email protected]• Japan & Rest of Asia - Takashi Onozawa:

+81 34405-9204– [email protected]• Greater China - Mavis Wang:

+886 979 336 809 – [email protected]• Specific inquiries: +33 472 830 180 – [email protected]

(1) Our Terms and Conditions of Sale are available at www.yole.fr/Terms_and_Conditions_of_Sale.aspx The present document is valid 24 months after its publishing date: July 26, 2018

/

ABOUT YOLE DEVELOPPEMENT

BILL TO

Name (Mr/Ms/Dr/Pr):

Job Title:

Company:

Address:

City:

State:

Postcode/Zip:

Country*:

*VAT ID Number for EU members:

Tel:

Email:

Date:

PRODUCT ORDER - Ref YD18032Please enter my order for above named report: One user license*: Euro 5,990 Multi user license: Euro 6,490- The report will be ready for delivery from August 29, 2018- For price in dollars, please use the day’s exchange rate. All reports are

delivered electronically at payment reception. For French customers, add 20% for VAT

I hereby accept Yole Développement’s Terms and Conditions of Sale(1)

Signature:

*One user license means only one person at the company can use the report.

Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services, reverse engineering and reverse costing services and well as IP and patent analysis. With a strong focus on emerging applications using silicon and/or micro manufacturing, the Yole group of companies has expanded to include more than 80 collaborators worldwide covering MEMS and image sensors, Compound Semiconductors, RF Electronics, Solid-state lighting, Displays, Software, Optoelectronics, Microfluidics & Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics and Batteries & Energy Management.The “More than Moore” market research, technology and strategy consulting company Yole Développement, along with its partners System Plus Consulting, PISEO and KnowMade, support industrial companies, investors and R&D organizations worldwide to help them understand markets and follow technology trends to grow their business.

CONSULTING AND ANALYSIS• Market data & research, marketing analysis• Technology analysis• Strategy consulting• Reverse engineering & costing• Patent analysis• Design and characterization of innovative optical systems• Financial services (due diligence, M&A with our partner)More information on www.yole.fr

MEDIA & EVENTS• i-Micronews.com website & related @Micronews e-newsletter• Communication & webcast services• Events: TechDays, forums…More information on www.i-Micronews.com

REPORTS• Market & technology reports• Patent investigation and patent infringement risk analysis• Teardowns & reverse costing analysis• Cost simulation toolMore information on www.i-micronews.com/reports

CONTACTSFor more information about :• Consulting & Financial Services: Jean-Christophe Eloy ([email protected])• Reports: David Jourdan ([email protected]) Yole Group of Companies• Press Relations & Corporate Communication: Sandrine Leroy ([email protected])

Page 24: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

© 2018

Yole Développement

From Technologies to Market

Source: Wikimedia Commons

Page 25: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

2©2018 | www.yole.fr | About Yole Développement

YOLE DEVELOPPEMENT – 4 DIVISIONS

Life Sciences

& Healthcare o Microfluidic

o BioMEMS

o Inkjet Printing

o Solid-State Medical Imaging& BioPhotonics

o BioTechnologies

Power

& Wireless

o RF Devices&Technology

o Compound Semiconductors& Emerging Materials

o Power Electronics

o Batteries & Energy Management

Semiconductor

& Software o Package &Assembly & Substrates

o SemiconductorManufacturing

o Memory

o Software & Computing

Photonics,

Sensing & Display

o Solid-State Lighting & Display

o MEMS,Sensors & Actuators

o Imaging

o Photonics & Optoelectronics

Semiconductor

& Software

Power & Wireless

Photonics,

Sensing

& Display

Life

Sciences &

Healthcare

Page 26: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

3©2018 | www.yole.fr | About Yole Développement

3 BUSINESS MODELS

o Consulting and Analysis

• Market data & research,

marketing analysis

• Technology analysis

• Strategy consulting

• Reverse engineering & costing

• Patent analysis

• Design and characterization of

innovative optical systems

• Financial services (due diligence,

M&A with our partner)

www.yole.fr

o Syndicated reports

• Market & technology reports

• Patent investigation and patent

infringement risk analysis

• Teardowns & reverse costing

analysis

• Cost simulation tool

www.i-Micronews.com/reports

o Media

• i-Micronews.com website

• @Micronews e-newsletter

• Communication & webcast

services

• Events: TechDays, forums,…

www.i-Micronews.com

Page 27: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

4©2018 | www.yole.fr | About Yole Développement

6 COMPANIES TO SERVE YOUR BUSINESS

Due diligence

www.yole.fr

Manufacturing costs analysis

Teardown and reverse engineering

Cost simulation tools

www.systemplus.fr

Market, technology and strategy

consulting

www.yole.fr

IP analysis

Patent assessment

www.knowmade.fr

Innovation and business maker

www.bmorpho.com

Design and characterization of

innovative optical systems

www.piseo.fr

Yole Group of Companies

Page 28: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

5©2018 | www.yole.fr | About Yole Développement

OUR GLOBAL ACTIVITY

30%of our business

40%of our business 30%

of our business

Greater

China office

Yole Japan

HQ in Lyon

Nantes

Paris

Nice

Vénissieux

Europe office

Frankfurt

Hsinchu

Tokyo

Yole Inc.

Phoenix

Yole Korea

Seoul

Palo Alto

Page 29: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

6©2018 | www.yole.fr | About Yole Développement

ANALYSIS SERVICES - CONTENT COMPARISON

Technology

and Market

Report

Leadership

Meeting

Q&A

Service

Depth of the analysis

Bre

adth

of th

e a

nal

ysis

Meet the

Analyst

Custom

Analysis

High

High

Low

Page 30: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

7©2018 | www.yole.fr | About Yole Développement

SERVING THE ENTIRE SUPPLY CHAIN

Our analysts provide market analysis,

technology evaluation,

and business plans along the entire

supply chain

Integrators, end-

users and software

developpers

Device manufacturers

Suppliers: material, equipment,

OSAT, foundries…

Financial investors, R&D centers

Page 31: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

8©2018 | www.yole.fr | About Yole Développement

SERVING MULTIPLE INDUSTRIAL FIELDS

We workacross

multiples industries to understand

the impact of More-than-

Moore technologies from deviceto system

From A to Z…

Transportation

makers

Mobile phone

and

consumer

electronics

Automotive

Medical

systems

Industrial

and defense

Energy

management

Page 32: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

9©2018 | www.yole.fr | About Yole Développement

o Yole Développement, System Plus Consulting, KnowMade and PISEO, all part of Yole Group of Companies, keep on increasing their collaboration to offer, in 2018, a

collection of 150+ reports. Combining respective expertise and methodologies from the 4 companies, the reports aim to provide market & technology analysis, patent

investigation and patent infringement risk analysis, teardowns & reverse costing analysis.They cover:

o You are looking for:

• An analysis of your product market

• A review of your competitors evolution

• An understanding of your manufacturing and production costs

• An understanding of your industry technology roadmap and related IPs

• A clear view on the evolution of the supply chain…

Our reports are for you!

The combined team of 60+ experts (PhDs, MBAs, industry veterans…) from Yole Développement, System Plus Consulting, KnowMade and PISEO, collect information,identify the trends, the challenges, the emerging markets, the competitive environments and turn it into results to give you a complete picture of your industrylandscape.

In the past 20 years, we worked on more than 1 700 projects, interacting with technology professionals and high level opinion makers from the main players of theindustry.

o In 2018, Yole Group of Companies plan to publish +150 reports.Gain full benefit from our Bundled Offer and receive at least a 36% discount.

REPORTS COLLECTION

www.i-Micronews.com

• MEMS & Sensors

• RF devices & technologies

• Imaging

• Medical technologies (MedTech)

• Photonics

• Advanced packaging

• Manufacturing

• Advanced substrates

• Power electronics

• Batteries and energy management

• Compound semiconductors

• Solid state lighting

• Displays

• Software

• Memory

Page 33: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

10©2018 | www.yole.fr | About Yole Développement

OUR 2018 REPORTS COLLECTION (1/4)

MEMS & SENSORS

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Status of the MEMS Industry 2018 – Update

− Silicon Photonics 2018 – Update

− Consumer Biometrics: Hardware & Software 2018 – Update

− Inkjet Functional and Additive Manufacturing for Electronics 2018

− Fingerprint Sensor Applications and Technologies – Consumer Market Focus 2017

− Sensors and Sensing Modules for Smart Homes and Buildings 2017

− Acoustic MEMS and Audio Solutions 2017

− MEMS & Sensors for Automotive Market & Technology Trends 2017

− High End Inertial Sensors 2017

− Magnetic Sensor 2017

o REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT– by System Plus Consulting

− Piezo MEMS 2018 *

o PATENT ANALYSES – by KnowMade

− MEMS Microphone – Patent Landscape Analysis

− Knowles MEMS Microphones in Apple iPhone 7 Plus – Patent-to-Product

Mapping 2017

o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade

− MEMS Pressure Sensor 2018 – Market & Technology Report

− MEMS Pressure Sensor Comparison 2018 – Structure, Process & Cost Report

− Gas & Particles 2018 – Market & Technology Report

− Gas & Particles Comparison 2018 – Structure, Process & Cost Report

− LiDARs for Automotive and Industrial Applications 2018 – Market & Technology Report

− LiDAR for Automotive 2018 – Patent Landscape Analysis

− MEMS Packaging 2017 – Market & Technology Report

− MEMS Packaging Comparison 2017 – Structure, Process & Cost Report

RF DEVICES AND TECHNOLOGIES

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Wireless technologies (Radar, V2X) for Automotive 2018

− RF Standards and Technologies for Connected Objects 2018

− RF & Photonic Components & Technologies for 5G Infrastructure 2018

o REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT– by System Plus Consulting

− Automotive Radar Comparison 2018

o PATENT ANALYSES – by KnowMade

− RF Acoustic Wave Filters 2017 – Patent Landscape Analysis

o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade

− 5G impact on RF Front End Modules and Connectivity for Cellphones 2018 – Market

& Technology Report – Update

− RF Front-End Module Comparison 2018 – Structure, Process & Cost Report

− RF Front End Modules for Cellphones 2018 – Patent Landscape Analysis

− Advanced RF System-in-Package for Cellphones 2018 – Market & Technology Report – Update*

− Advanced RF SiPs for Cell Phones Comparison 2017 – Structure, Process

& Cost Report

− RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023 Market & Technology Report – Update

− RF GaN Comparison 2018* – Structure, Process & Cost Report

− RF GaN 2018 – Patent Landscape Analysis

SOFTWAREo MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Consumer Biometrics: Sensors & Software 2018 – Update

− Processing Hardware and Software for AI 2018 - Vol. 1 & 2

− From Image Processing to Deep Learning, Introduction to Hardware and Software

Update : 2017 version still available / *To be confirmed

Page 34: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

11©2018 | www.yole.fr | About Yole Développement

OUR 2018 REPORTS COLLECTION (2/4)

IMAGING & OPTOELECTRONICS

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Status of the Compact Camera Module and Wafer Level Optics

− Industry 2018 – Update

− 3D Imaging and Sensing 2018 – Update

− Sensors for Robotic Vehicles 2018

− Machine Vision for Industry and Automation 2018

− Imagers and Detectors for Security and Smart Buildings 2018

− Uncooled Infrared Imagers 2017

o PATENT ANALYSES – by KnowMade

− iPhone X Dot Projector – Patent-to-Product Mapping

o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade

− Status of the CMOS Image Sensor Industry 2018 – Market & Technology Report -Update

− CMOS Image Sensor Comparison 2018 – Structure, Process & Cost Report

− CMOS Image Sensors Monitor 2018* – Quaterly Update**

− Camera Module 2017 – Market & Technology Report

− Compact Camera Module Comparison 2018 – Structure, Process & Cost Report

− LiDARs for Automotive and Industrial Applications 2018 – Market & Technology

Report

− LiDAR for Automotive 2018 – Patent Landscape Analysis

ADVANCED PACKAGING

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Status of Advanced Packaging Industry 2018 – Update

− Status of Advanced Substrates 2018: Embedded Die and Interconnects, Substrate Like PCB Trends

− 3D TSV and Monolithic Business Update 2018 – Update

− Power Modules Packaging 2018 – Update

− Discrete Power Packaging 2018 – Update*

− Status of Panel Level Packaging 2018

− Trends in Automotive Packaging 2018

− Hardware and Software for AI 2018 - Vol. 1 & 2

− Integrated Passive Devices (IPD) 2018

− Thin-Film Integrated Passive Devices 2018

− Memory Packaging Market and Technology Report 2018 – Update*

o PATENT ANALYSES – by KnowMade

− Hybrid Bonding for 3D Stack – Patent Landscape Analysis

o LINKED REPORTS– by Yole Développement and System Plus Consulting

− Advanced RF System-in-Package for Cellphones 2018 – Market & Technology Report -Update*

− Advanced RF SiPs for Cell Phones Comparison 2017 – Structure, Process

& Cost Report

− Fan-Out Packaging 2018 – Market & Technology Report – Update*

− Fan-Out Packaging Comparison 2018* – Structure, Process & Cost Report

MANUFACTURING

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Wafer Starts for More Than Moore Applications 2018

− Equipment for More than Moore: Technology & Market Trends for Lithography & Bonding/Debonding 2018

− Polymeric Materials for wafer-level Advanced Packaging 2018

− Laser Technologies for Semiconductor Manufacturing 2017

− Glass Substrate Manufacturing in the Semiconductor Field 2017

− Equipment and Materials for Fan-Out Packaging 2017

− Equipment and Materials for 3D TSV Applications 2017

o LINKED REPORTS – by Yole Développement and System Plus Consulting

− Equipment for More than Moore: Technology & Market Trends for

Lithography & Bonding/Debonding 2018 – Market & Technology Report

− Wafer Bonding Comparison 2018 – Structure, Process & Cost Report

Update : 2017 version still available / *To be confirmed

Page 35: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

12©2018 | www.yole.fr | About Yole Développement

OUR 2018 REPORTS COLLECTION (3/4)MEMORY

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Emerging Non Volatile Memory 2018 – Update

− Memory Packaging Market and Technology Report 2018 – Update*

o QUARTERLY UPDATE – by Yole Développement**

− Memory Market Monitor 2018 (NAND & DRAM)

o MONTHLY UPDATE – by Yole Développement**

− Memory Pricing Monitor 2018 (NAND & DRAM)

o REVERSE ENGINEERING & COSTING REVIEW – by System Plus Consulting

− DRAM Technology & Cost Review 2018

− NAND Memory Technology & Cost Review 2018

o PATENT ANALYSES – by KnowMade

− 3D Non-Volatile Memories – Patent Landscape

COMPOUND SEMICONDUCTORS

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Status of Compound Semiconductor Industry 2018*

− GaAs Materials, Devices and Applications 2018

− InP Materials, Devices and Applications 2018

− Bulk GaN Substrate Market 2017

o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade

− Power SiC 2018: Materials, Devices, and Applications – Market & Technology

Report – Update

− SiC Transistor Comparison 2018 – Structure, Process & Cost Report

− Power SiC 2018 – Patent Landscape Analysis

− Power GaN 2018: Materials, Devices, and Applications – Market & Technology Report – Update

− GaN-on-Silicon Transistor Comparison 2018 – Structure, Process & Cost Report

− Status of the GaN IP – Patent Watch 2018 & Patent Activity 2017

− RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023

– Market & Technology Report – Update

− RF GaN – Patent Landscape Analysis

POWER ELECTRONICS

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Status of Power Electronics Industry 2018 – Update

− Discrete Power Packaging 2018 – Update*

− Power Electronics for Electric Vehicles 2018 – Update

− Integrated Passive Devices (IPD) 2018

− Wireless Charging Market Expectations and Technology Trends 2018

− Thermal Management Technology and Market Perspectives in Power

− Electronics and LEDs 2017

− Gate Driver 2017

− Power MOSFET 2017

− IGBT 2017

− Market Opportunities for Thermal Management Components in Smartphones 2017

o LINKED REPORTS – by Yole Développement, System Plus Consulting

and KnowMade

− Power Modules Packaging 2018 – Market & Technology Report – Update

− Automotive Power Module Packaging Comparison 2018 – Structure, Process & Cost Report

− Power ICs Market Monitor 2018 – Quaterly Update**

− Power ICs Market Comparison 2018* – Structure, Process & Cost Report

BATTERY AND ENERGY MANAGEMENTo MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Li-ion Battery Packs for Automotive and Stationary Storage Applications 2018 –Update

o PATENT ANALYSES – by KnowMade

− Status of the Battery Patents – Patent Watch 2018 & Patent Activity 2017

o LINKED REPORTS – by Yole Développement and KnowMade

− Solid State Electrolyte Battery 2018 – Market & Technology Report

− Solid-State Batteries 2018 – Patent Landscape Analysis

Update : 2017 version still available / *To be confirmed / ** Can not be selected within an Annual Subscription offer

Page 36: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

13©2018 | www.yole.fr | About Yole Développement

OUR 2018 REPORTS COLLECTION (4/4)

SOLID STATE LIGHTING

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− IR LEDs and Lasers 2018: Technology, Industry and Market Trends – Update

− Automotive Lighting 2018: Technology, Industry and Market Trends – Update

− UV LEDs 2018: Technology, Industry and Market Trends – Update

− LiFi: Technology, Industry and Market Trends

− LED Lighting Module Technology, Industry and Market Trends 2017

− CSP LED Lighting Modules

− Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays

− Horticultural Lighting 2017

o LINKED REPORTS – by Yole Développement and System Plus Consulting

− VCSELs 2018: Technology, Industry and Market Trends – Market & Technology Report

− VCSELs Comparison 2018 – Structure, Process & Cost Report

DISPLAYS

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Quantum Dots and Wide Color Gamut Display Technologies 2018 – Update

− Displays and Optical Vision Systems for VR/AR/MR 2018

− MicroLED Displays 2018 – Market & Technology Report – Update

o PATENT ANALYSES – by KnowMade

− MicroLED Display – Patent Landscape Analysis

MEDTECH

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− BioMEMS & Non Invasive Emerging Biosensors: Microsystems for Medical

− Applications 2018 – Update

− Point-of-Need Testing Application of Microfluidic Technologies 2018 – Update

− Neurotechnologies and Brain Computer Interface 2018

− CRISPR-Cas9 Technology: From Lab to Industries 2018

− Ultrasound technologies for Medical, Industrial and Consumer 2018

− Inkjet Functional and Additive Manufacturing for Electronics 2018

− Liquid Biopsy: from Isolation to Downstream Applications 2018

− Chinese Microfluidics Industry 2018

− Scientific Cameras for the Life Sciences & Analytical Instrumentation

Laboratory Markets 2018*

− Artificial Organ Technology and Market 2017

− Connected Medical Devices Market and Business Models 2017

− Status of the Microfluidics Industry 2017

− Organs-On-Chips 2017

− Solid-State Medical Imaging 2017

− Medical Robotics Market & Technology Analysis 2017

o PATENT ANALYSES – by KnowMade

− Microfluidic IC Cooling – Patent Landscape

− Circulating Tumor Cell Isolation – Patent Landscape

− OCT Medical Imaging – Patent Landscape

− Pumps for Microfluidic Devices – Patent Landscape 2017

− Microfluidic Technologies for Diagnostic Applications – Patent Landscape 2017

− FLUIDIGM – Patent Portfolio Analysis 2017

− Consumer Physics SCiO Molecular Sensor – Patent-to-Product Mapping 2017

o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade

− Organs-On-Chips 2017 – Market & Technology Report

− Organ-on-a-Chip – Patent Landscape Analysis

Update : 2017 version still available / *To be confirmed

Page 37: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

14©2018 | www.yole.fr | About Yole Développement

OUR 2017 PUBLISHED REPORTS LIST (3/3)

OUR PARTNERS’ REPORTS

PATENT ANALYSES – by KnowMade

− Wireless Charging Patent Landscape Analysis

− RF Acoustic Wave Filters Patent Landscape Analysis

− NMC Lithium-Ion Batteries Patent Landscape Analysis

− Pumps for Microfluidic Devices Patent Landscape

− III-N Patent Watch

− FLUIDIGM Patent Portfolio Analysis

− Knowles MEMS Microphones in Apple iPhone 7 Plus Patent-to-Product Mapping 2017

− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping

− Patent Licensing Companies in the Semiconductor Market - Patent Litigation Risk and Potential Targets

− Microfluidic Technologies for Diagnostic Applications Patent Landscape

TEARDOWN & REVERSE COSTING – by System Plus Consulting

More than 60 teardowns and reverse costing analysis and cost simulation tools published in 2017

MORE INFORMATION

o All the published reports from theYole Group of Companies are available on our website www.i-Micronews.com.

o Ask for our Bundle Subscription offers: With our bundle offer, you choose the number of reports you are interested in and select the related offer. You then haveup

to 12 months to select the required reports from the Yole Développement, System Plus Consulting and KnowMade offering. Pay once and receive the reports

automatically (multi-user format). Contact your sales team according to your location (see the last slide).

Page 38: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

15©2018 | www.yole.fr | About Yole Développement

MICRONEWS MEDIA

o About Micronews Media

To meet the growing demand for market,

technological and business information,

Micronews Media integrates several tools able

to reach each individual contact within its

network.We will ensure you benefit from this.

ON L I N E ON S I T E I N PE R S ON

@Micronews e-newsletter

i-Micronews.com

i-Micronewsjp.com

FreeFullPDF.com

Events Webcasts

Unique, cost-effective ways

to reach global audiences.

Online display advertising

campaigns are great strategies

for improving your

product/brand visibility. They

are also an efficient way to

adapt with the demands of the

times and to evolve an effective

marketing plan and strategy.

Brand visibility, networking

opportunities

Today's technology makes it

easy for us to communicate

regularly, quickly, and

inexpensively – but when

understanding each other is

critical, there is no substitute

for meeting in-person.Events

are the best way to exchange

ideas with your customers,

partners, prospects while

increasing your brand/product

visibility.

Targeted audience

involvement equals clear,

concise perception of your

company’s message.

Webcasts are a smart,

innovative way of

communicating to a wider

targeted audience. Webcasts

create very useful, dynamic

reference material for

attendees and also for

absentees, thanks to the

recording technology.

Benefit from the i-Micronews.com

traffic generated by the 11,200+

monthly unique visitors, the

10,500+ weekly readers of

@Micronew se-newsletter

Several key events planned for

2018 on different topics to

attract 120 attendees on average

Gain new leads for your business

from an average of 340

registrants per webcast

Contact: Camille Veyrier ([email protected]), Marketing & Communication Project Manager

Page 39: Power module packaging: material market...for 2017-2023 will be 8.2%, coming close to a $2B business opportunity by 2023. In terms of technology, the report takes a deep look into

16©2018 | www.yole.fr | About Yole Développement

CONTACT INFORMATION

o CONSULTING AND SPECIFIC ANALYSIS, REPORT

BUSINESS

• North America:

• Steve LaFerriere, Senior Sales Director for Western US &

Canada

Email: [email protected] – + 1 310 600-8267

• Troy Blanchette, Senior Sales Director for Eastern US &

Canada

Email: [email protected] – +1 704 859-0453

• Japan & Rest of Asia:

• Takashi Onozawa, General Manager, Asia Business

Development (Korea, Singapore, India & ROA)

Email: [email protected] - +81 34405-9204

• Miho Othake, Account Manager (Japan)

Email: [email protected] - +81 3 4405 9204

• Itsuyo Oshiba, Account Manager (Japan)

Email: [email protected] - +81-80-3577-3042

• Greater China: Mavis Wang, Director of Greater China Business

Development

Email: [email protected] - +886 979 336 809

• Europe: Lizzie Levenez, EMEA Business Development Manager

Email: [email protected] - +49 15 123 544 182

• RoW: Jean-Christophe Eloy, CEO & President, Yole Développement

Email [email protected] - +33 4 72 83 01 80

o FINANCIAL SERVICES (in partnershipwith Woodside

Capital Partners)

• Jean-Christophe Eloy, CEO & President

Email: [email protected] - +33 4 72 83 01 80

• Ivan Donaldson, VP of Financial Market Development

Email: [email protected] - +1 208 850 3914

o GENERAL

• Public Relations: [email protected] - +33 4 72 83 01 89

• Email: [email protected] - +33 4 72 83 01 80

Follow us on