Status of the MEMS Industry 2018 - Yole Développement...o A view of future mega trends and impact...
Embed Size (px)
Transcript of Status of the MEMS Industry 2018 - Yole Développement...o A view of future mega trends and impact...
-
© 2018
From Technologies to Markets
Status of the MEMS Industry
2018
-Get high for MEMS
SAMPLE
-
2
Biography & contact
ABOUT THE AUTHORS
Dr. Eric Mounier, Senior Analyst, MEMS & Photonics
Dr. Eric Mounier has a PhD in Microelectronics from the INPG in Grenoble. He previously worked in the Marketing department at CEA LETI R&D lab in Grenoble, France. In1998 Eric cofounded Yole Développement, a market research company based in France. At Yole Développement Dr. Mounier oversees market analysis for MEMS & sensors,uncooled IR imagers (microbolometers), and photonics (i.e. silicon photonics). He has contributed to more than 250 marketing and technological analyses, and 100 reports. Eric isalso an expert at the OMNT ("Observatoire des Micro & Nanotechnologies") for Optics.
Contact: [email protected]
Claire Troadec, Division Manager, Power & Wireless
Claire leads RF activity at Yole Développement and has been a member of the Microelectromechanical Sensor (MEMS) Manufacturing team since 2013. She graduated from INSARennes (France) with an Engineering degree in Microelectronics and Material Sciences. She then joined NXP Semiconductors, and also worked for seven years as a CMOS ProcessIntegration Engineer at the IMEC R&D facility. During this time she oversaw the isolation and performance-boosting of CMOS technology node devices from 90nm - 45nm. Beforejoining Yole Développement she also managed her own distribution company.
Contact: [email protected]
Dr. Guillaume Girardin, Division Manager, Photonics, Sensing & Display
Dr. Guillaume Girardin works as a Market & Technology Analyst for MEMS devices and technologies at Yole Développement. Guillaume holds a Ph.D. In Physics and
Nanotechnology from Claude Bernard University Lyon I and an M.Sc. in Technology and Innovation Management from EM Lyon - School of Business.
Contact: [email protected]
Jérôme Mouly, Analyst, Life Sciences & Healthcare
Since 2001, Jérôme has worked at Yole Développement as a Technology & Market Analyst. His fields of expertise include MEMS printhead devices and inkjet printing.
Contact: [email protected]
Sébastien Clerc, Analyst, Life Sciences & Healthcare
Sébastien Clerc is a Medical Technologies Analyst at Yole Développement, the "More than Moore" market research and strategy consulting company. After graduating from
Grenoble INP with a degree in Biomedical Technologies, he completed his training with a master’s of Innovation and Technology Management, during which he oversaw strategy
and marketing.
Email: [email protected]©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
3
REPORT OBJECTIVES
The objectives of this report are to provide:o A view of future mega trends and impact on sensors
o A global view about future for MEMS, sensors and actuators
o An understanding of the MEMS, sensors, and actuators markets and applications
o MEMS and sensor players’ dynamics and ranking
o MEMS market data in $M, units, and wafers for 2017 - 2023
o Information on future MEMS devices
o A presentation of MEMS game-changers and industry trends
o A MEMS applications overview: automotive, consumer, defense & aeronautics, medical, industrial, andtelecommunications
o A MEMS financial analysis
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
4
WHO SHOULD BE INTERESTED IN THIS REPORT?
oMEMS and sensors companies:For a broad overview of all MEMSapplications & markets
o To identify new markets
o To monitor and benchmark potentialcompetitors
o To compare MEMS technologies with othersensors technologies
o Financial & strategic investors:o To understand MEMS devices’ potential
o To know the latest A&M
o For a list of MEMS players and theiractivities
oR&D players:o To understand new MEMS technical
challenges
oEquipment & materials suppliers:o To learn about MEMS devices’ technical
evolution
o To identify business opportunities andprospects
oOEMs & integrators:o To evaluate the benefits of using MEMS
in your systems
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
5
COMPANIES CITED IN THIS REPORT
AAC, AKM, ALPS ELECTRIC, AMPHENOL, AMS, ANALOG DEVICES, APPLE, ASIA PACIFIC MICROSYSTEMS, BOEHRINGER INGELHEIM MICROPARTS, BOSCH, BROADCOM, CANON, COLIBRYS, CIRRUS LOGIC, DENSO, DRS, EPCOS, EPSON, FIRST SENSOR TECHNOLOGY, FLIR SYSTEMS, FORMFACTOR, FUJIFILM
DIMATIX, GLOBALFOUNDRIES, GOERTEK, HEWLETT PACKARD, HITACHI AUTOMOTIVE, HONEYWELL, IMT, INFINEON TECHNOLOGIES, KISTLER, KNOWLES ELECTRONICS, KULITE, MCUBE, MEGGITT SENSING SYSTEMS, MELEXIS, MEMJET, MEMSCAP, MEMSIC, MICRALYNE, MICROVISION, MURATA, NXP, OMRON, ON
SEMI, PANASONIC, PHILIPS INNOVATION SERVICES, QORVO, QUALCOMM, RAYTHEON, ROHM, SAMSUNG, SCD, SDI, SEMEFAB, SENSATA, SENSIRION, SENSONOR, SI TIME, SILEX MICROSYSTEMS, SILICON SENSING
SYSTEMS, SMIC, SONY, STMICROELECTRONICS, TDK, TE, TELEDYNE DALSA, TEXAS INSTRUMENTS, TOWER
JAZZ, TSMC, ULIS, UMC, UTC AEROSPACE SYSTEM, X FAB, YAMAHA…and many more
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
6
METHODOLOGIES & DEFINITIONS (1/3)
Methodology:o Our market & technical information was gathered directly from:
• System manufacturers: car equipment manufacturers, IT equipment and medical devicemanufacturers, and others
• Device manufacturers: key global MEMS inertial sensor manufacturers
• Equipment & material suppliers for the MEMS industry
o This 2018 edition is also made possible by the daily work of Yole’s analysts, who updatethe forecasts immediately after the information is obtained. Yole analysts contact more
than 3,500 companies annually (50 - 70 industrial interviews per week) tounderstand market trends, technical developments, and strategy changes. All of theseinterviews provide the primary data used in our subsequent analyses and forecasts.
MEMS (Micro Electro-Mechanical Systems)o Definition for this report: we consider MEMS as devices that include moving parts (or
fluids) in the µm - mm range, and which use a photolithography process formanufacturing
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
7
METHODOLOGIES & DEFINITIONS (2/3)
We have calculated the projected MEMS device market based on systemmanufacturers’ needs and forecasts, along with input from MEMS device users, andhave double-checked this data with MEMS device manufacturers
By doing so, we are able to verify the growth of a specific application, the marketschedule of a new product and the competition among the main players in eachapplication area.
Yole Développement is uniquely positioned to analyze MEMS markets from thesystem down to the device (as well as equipment and materials), enabling extensiveinformation cross-checking
What’s included (and what’s not):o Only die-level components (first-level packaged device) are considered - not the full system
around a MEMS deviceo Volume and prices pertain to a packaged MEMS (inclusion of electronics/ASIC is according to
the component technology)
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
8
METHODOLOGIES & DEFINITIONS (3/3)
Yole’s analysis
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
9
ELECTRONIC MEGATRENDS : IMPACT ON THE 2023 SENSOR & ACTUATOR MARKETS PER APPLICATION
Smart Automotive Mobile 5GHyperscale
Data Centers
AR/VR AI/ML Voice Processing Healthcare Industry 4.0
$2.3B $4.6B$50M
$53B$20.5B
$1.4B
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
10
$5,200M
$12,400MCAGR +16%
$2,200MCAGR +15%
Radar/ultra sonic
3D & LiDAR sensors
Chemical sensors
Magnetic
Pressure sensors
Imaging sensors
Inertial
Audio
SENSORS FOR THE SMART AUTOMOTIVE INDUSTRY - ECOSYSTEM
2017 - 2023 forecast
The two main growth areas are imaging and radar,
lidar, driven by automation
$20.4BCAGR +12.7%
$10B
2017 2023
$190MCAGR -2%
$1, 000MCAGR +4%
Total sensor market value for automotive
$1,660MCAGR +8%
$2,060MCAGR +3%
$900MCAGR +44%
$210M
$800M
$1,100M$1,700M
$100M
$9M
$16MCAGR +10%
$920M
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
11
ACTUATORSSENSORS
THE DIFFERENT MEMS, SENSORS, AND ACTUATORS, AND WHERE THEY CAN COMBINE
Pre
ssu
re
So
un
d a
nd
ult
ra
son
ic
Environment Optical sensors
Dru
g d
elivery
Microfluidics
Ink j
et
head
s
Au
to-F
ocu
s
Mic
rom
irro
rs
RF
µsp
eakers
Optical MEMS Micro structures
Part
icle
s
Hu
mid
ity
Movement
Gas
Magn
eto
mete
rs
IMUs (6 to 9 DOF)
Accele
rom
ete
rs
Gyro
sco
pes
Tem
pera
ture
Op
tical b
en
ch
es
Mic
ro t
ips
Pro
bes
Watc
hes
co
mp
on
en
ts
PIR
& t
herm
op
iles
Sw
itch
Filte
r
Bosch BME680
FLIR Lepton One
Infineon microphone
ST pressure sensorInvenSense
MPU9250
Debiotech micro
pump
Texas Instruments DLP
Avago-Broadcom
FBAR Filter
Spiromax Patek
Philippe
Audio Pixels M
EM
S-b
ased
spea
ker
Reso
nato
r
Bio
ch
ips
poLight AF
SiTime oscillator
AL
S, R
GB
Fin
gerp
rin
t
Optical combos“open” package
environmental combos
“closed” package
6 to 9+ DOF
combos
Possible integration with environment
combos
Possible
integration with
opto combos
Hyp
ers
pectr
al
3D
sen
sin
g
FT
IR
Vis
ion
Mic
ro b
olo
mete
rs
Ult
ra s
on
ic
fin
gerp
rin
t
Apple dot projector
Qualcom
m fin
gerprin
t sensor
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
12
A NEW INNOVATION WAVE FOR MEMS: ANOTHER 10 YEARS OF R&D
From mechanical waves sensing to acoustic/sound sensing and to electromagnetic waves sensing:
the unavoidable mutation of MEMS (and sensors)
80-90s years: only mechanical
movement / pressure / shock can
be sense by MEMS.
90-2000s: rotation sensing and
visible light management (DLP) are
now accessible to MEMS
technologies.
2000-15s: sound and IR wavelength
are accessible to MEMS
technologies.
2015-future: MEMS will sense and
manage a wide range of waves:
ultrasonic / directive sounds / ultra
sonic / RF / hyperspectral …
Pressure
Acceleration Yaw
Infra redVisible
Sound
Radio frequency
IR, Visible
Hyperspectral Ultra sound
Sound Multi-parameters
DETECTING AREAMEASURING AREA
GLOBAL ENVIRONMENT PERCEPTION AREA
Sensor fusion
A.I.
Para
met
ers
Are
as
Gas Odors Multi spectral
IMUs Environment
sensors
New integration and packaging
approaches
New detection principles
New materials and processes
Si as a new sensor material
Improved electronics
New user cases
etc .. (empathy)
New sensor design
Tim
e sc
ale
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
13
2017 2018e 2019e 2020e 2021e 2022e 2023e CAGR
Série1 $45,99 $53,73 $62,19 $70,97 $79,31 $88,88 $101,72 15%
Série2 70,8 85,5 102,7 120,5 139,8 159,7 185,3 17%
ASP ($) $0,65 $0,63 $0,61 $0,59 $0,57 $0,56 $0,55
$0,40
$0,50
$0,60
$0,70
$0,80
$0,90
$1,00
0
20
40
60
80
100
120
140
160
180
200
ASP
Bill
ion
s o
f D
olla
rs a
nd
Un
its
Total Sensors & Actuators Market
GLOBAL SENSORS AND ACTUATORS FORECAST (MEMS AND OTHER SEMICONDUCTOR-BASED SENSOR TYPES)
ASP for sensors and actuators is
clearly below$1. Targeting$0.5 in 2023.
In 2017 the total IC market was $420B, with MEMS, sensors, and actuators representing 11%.
BUS$
BUnits
-3%
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
14
2017 2018e 2019e 2020e 2021e 2022e 2023e CAGR
OTHERS $2 299 $2 687 $3 110 $3 548 $3 965 $4 444 $5 086 14%
RF $7 191 $9 231 $11 932 $14 678 $16 669 $20 190 $22 537 21%
RADARS $5 137 $6 671 $8 023 $8 801 $9 830 $10 753 $12 465 16%
3D SENSORS $1 873 $2 911 $4 045 $5 446 $7 215 $9 034 $14 034 40%
SPECTRAL SENSORS $399 $446 $490 $538 $587 $640 $698 10%
FINGERPRINT SENSORS $3 867 $3 977 $4 075 $4 431 $4 847 $5 204 $5 587 6%
GAS SENSORS $698 $751 $809 $863 $932 $1 017 $1 113 8%
MAGNETIC SENSORS $1 756 $1 880 $2 016 $2 167 $2 335 $2 522 $2 724 8%
CIS $13 362 $15 285 $17 033 $18 705 $19 978 $20 737 $21 524 8%
MEMS (excl. BAW) $9 407 $9 893 $10 660 $11 787 $12 948 $14 336 $15 952 9%
$0
$20 000
$40 000
$60 000
$80 000
$100 000
$120 000
US$
M
MEMS & Sensors forecast 2017-2023
SEMICONDUCTOR-BASED SENSORS AND ACTUATORS FORECAST, BY DEVICE IN US$M
“Others” includes fiber-optic sensors, particle sensors, new sensor developments (such as NEMS)
From $50+B in 2018 to $100+B in 2023!
The MEMS
and sensors
market will
reach $100B
in 2023
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
15
MEMS MARKET SIZE VS. CAGR
Market Size (US$M)
CA
GR
2017-2
32017 Market
value
2023 Market
value
5%
10%
15%
30%
50%
$1B$10M $100M $10B
Pressure $1.6B $2B
$1B $1.4BMicrophonesInertial MEMS $3.5B $4B
$730M $990MOptical MEMS
$660M $1BInfra red
$190M $440MMicrofluidics
$2.4BRF MEMS
$140MOscillators $2.2B
$15B
$70MEnvironmental MEMS $140M
RF MEMS and Oscillators are both
boosting the MEMS market in CAGR
and value.
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
16
2018 PLANE, CAR, SMARTPHONE SENSORS CONTENT
©2018 | www.yole.fr | Status of the MEMS Industry 2018
1 year for manufacturing
1-2 days for manufacturing
Few hours for manufacturing
5k sensors 50-100 sensors 10-20 sensors
Sensors value/system: 5%
Sensors value: $5M
Sensors
value/system: 2.5%Sensors value:
-
17
MEMS IS STILL AN INNOVATIVE TECHNOLOGY – STARTUPS TO FOLLOW
R&D center, Finland
MEMS hyperspectral
Israel, 2015
ADAS-based FIR camera
Austria, 2014
MEMS speakerUS, 2017
MEMS gas
chromatography/e-nose
Finland, 2016
MEMS resonator
US, 2013 – now TDK
MEMS ultra sound transducer
US, 2016
MEMS micro switch
US, 2014
MEMS OIS
US, 2009
Piezo microphone
US
MEMS FTIR
China, 2014
MEMS LidarFrance, 2014
IR MEMS emitter for gas
sensingUS, 2014
Ingestible sensor
NL, 2010 – now
Infineon
MEMS mirrors
US, 2013
MOEMS lidar
Israel, 2016
MEMS lidar
These MEMS startups are today paving the way to new type of MEMS
sensors and actuators: piezo MEMS, titaniumMEMS, FTIR, e-nose, ultra-
sounds and acoustic, FIR and hyperspectral, micro mirrors, switches,
resonators.
France, 2016
Ti MEMS for medical
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
18
2017 RANKINGS - TOP 30 MEMS PLAYERS
Broadcomclimbed from#2 in 2016 to #1 in 2017!
Important note: the repositioning of Amphenol, Denso, Sensata and Melexis is not because of the decrease ofbusiness but due to an updated estimation of their MEMS revenues at first level packaging only.
$910
$1
160
$630
$787
$585
$464
$420
$368
$343
$333
$202
$182 $244
$240
$229
$402
$215
$215 $
293
$112
$62 $
115
$80
$100
$211
$63
$72
$78
$53
$70
$1
411
$1
275
$757
$673
$626
$478
$415
$363
$349
$328
$320
$286
$262
$251
$246
$238
$215
$213
$148
$129
$128
$121
$109
$109
$90
$86
$81
$80
$76
$71
$0
$200
$400
$600
$800
$1 000
$1 200
$1 400
$1 600
2016 MEMS sales 2017 MEMS sales
Broadcom is now MEMS IDM number 1.
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
19
THE WHOLE STORY
$0,0
$200,0
$400,0
$600,0
$800,0
$1 000,0
$1 200,0
$1 400,0
$1 600,0
2009 2010 2011 2012 2013 2014 2015 2016 2017
US$
M
Different MEMS companies, different stories
ROBERT BOSCH
STMICROELECTRONICS
TEXAS INSTRUMENTS
BROADCOM
HEWLETT PACKARD
QORVO
KNOWLES ELECTRONICS
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
20
MEMS FOUNDRY RANKINGS
$174
$60
$50 $47$42 $40
$21 $21 $19 $19 $18 $18$14 $14
$10$6 $6 $6
$17
$160
$50
$41
$63
$38$42
$21 $20 $19 $18 $18 $15 $15 $12 $9 $10 $6 $6
$16
$0
$20
$40
$60
$80
$100
$120
$140
$160
$180
$200
2017 Sales 2016 Sales
Yole Developpement © May 2018
Only the MEMS foundry business is taken into account - *Players can also perform ASIC foundry which is not counted here
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/
-
21
RELATED REPORTS
©2018 | www.yole.fr | Status of the MEMS Industry 2018
http://www.yole.fr/http://www.yole.fr/https://www.i-micronews.com/category-listing/product/mems-and-sensors-for-automotive-report.html?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_MIS_title_May2018https://www.i-micronews.com/category-listing/product/mems-and-sensors-for-automotive-report.html?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_MIS_title_May2018https://www.i-micronews.com/category-listing/product/mems-pressure-sensor-market-and-technologies-2018.html?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_MIS_title_May2018https://www.i-micronews.com/category-listing/product/mems-pressure-sensor-market-and-technologies-2018.html?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_MIS_title_May2018https://www.i-micronews.com/category-listing/product/uncooled-infrared-imagers-market-and-technology-trends-2017.html?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_MIS_title_May2018https://www.i-micronews.com/category-listing/product/uncooled-infrared-imagers-market-and-technology-trends-2017.html?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_MIS_title_May2018https://www.i-micronews.com/category-listing/product/high-end-inertial-sensors.html?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_MIS_title_May2018https://www.i-micronews.com/category-listing/product/high-end-inertial-sensors.html?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_MIS_title_May2018https://www.i-micronews.com/category-listing/product/thermo-fisher-ion-520-dna-sequencing-chip.html?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_MIS_title_May2018https://www.i-micronews.com/category-listing/product/thermo-fisher-ion-520-dna-sequencing-chip.html?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_MIS_title_May2018https://www.i-micronews.com/category-listing/product/mems-pressure-sensor-comparison-2018.html?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_MIS_title_May2018https://www.i-micronews.com/category-listing/product/mems-pressure-sensor-comparison-2018.html?utm_source=Yole&utm_medium=relatedreports_Sample&utm_campaign=r_MIS_title_May2018
-
© 2018
Yole Développement
From Technologies to Market
Source: Wikimedia Commons
http://www.yole.fr/http://www.yole.fr/
-
2©2018 | www.yole.fr | About Yole Développement
FIELDS OF EXPERTISE COVERED BY OUR 40+ ANALYSTS
MEMS & Sensors
Solid State Lighting(LED, OLED, …)
Compound Semi.
Imaging
Photonics
MedTech
Manufacturing
Advanced
Packaging
Batteries &
Energy Management
Power Electronics
Displays
RF
Devices &
Techno.
Advanced
Substrates
Software
Memory
http://www.yole.fr/http://www.yole.fr/
-
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
http://www.yole.fr/http://www.yole.fr/http://www.yole.fr/http://www.yole.fr/https://www.i-micronews.com/reports.htmlhttps://www.i-micronews.com/reports.htmlhttps://www.i-micronews.com/media-kit.htmlhttps://www.i-micronews.com/media-kit.html
-
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
http://www.yole.fr/http://www.yole.fr/
-
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
http://www.yole.fr/http://www.yole.fr/
-
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
http://www.yole.fr/http://www.yole.fr/
-
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
http://www.yole.fr/http://www.yole.fr/
-
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
http://www.yole.fr/http://www.yole.fr/
-
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 Bundle Subscription offers 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
http://www.yole.fr/http://www.yole.fr/http://www.i-micronews.com/
-
10©2018 | www.yole.fr | About Yole Développement
OUR 2018 REPORTS COLLECTION (1/3)
MEMS & SENSORS
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of the MEMS Industry 2018 - Update
− Silicon Photonics 2018 - Update
− Consumer Biometrics: Sensors & Software 2018 - Update
− MEMS Pressure Sensors 2018
− Air Quality Sensors 2018
o REVERSE ENGINEERING & COSTING REVIEW – by System Plus Consulting
− Gas & Particles Sensors
− MEMS Pressure Sensors
− Piezo MEMS 2018 *
o PATENT ANALYSES – by KnowMade
− MEMS Microphone – Patent Landscape Analysis
RF DEVICES AND TECHNOLOGIES
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− 5G impact on RF Front End Modules and Connectivity for Cellphones 2018 – Update
− RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023 –Update
− Advanced RF System-in-Package for Cellphones 2018 – Update *
− 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 ENGINEERING & COSTING REVIEW – by System Plus Consulting
− RF Front-End Modules in Smartphones
− RF GaN*
o PATENT ANALYSES – by KnowMade
− RF Front End Module – Patent Landscape Analysis
− RF GaN – Patent Landscape Analysis
IMAGING & OPTOELECTRONICS
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of the CMOS Image Sensor Industry 2018 – Update
− Status of the Compact Camera Module and Wafer Level Optics Industry 2018 -Update
− 3D Imaging and Sensing 2018 - Update
− Machine Vision for Industry and Automation 2018
− Sensors for Robotic Vehicles 2018
− Imagers and Detectors for Security and Smart Buildings 2018
− LiDAR 2018: Market and technologies
o QUARTERLY UPDATE – by Yole Développement
− CMOS Image Sensors 2018 *
o REVERSE ENGINEERING & COSTING REVIEW – by System Plus Consulting
− CMOS Image Sensors
− Compact Camera Modules
o PATENT ANALYSES – by KnowMade
− LiDAR – Patent Landscape Analysis
SOFTWARE
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Consumer Biometrics: Sensors & Software 2018 - Update− Processing Hardware and Software for AI 2018 – Vol. 1 & 2
Update : 2017 version still available / *To be confirmed
http://www.yole.fr/http://www.yole.fr/
-
11©2018 | www.yole.fr | About Yole Développement
OUR 2018 REPORTS COLLECTION (2/3)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
− Fan-Out Packaging 2018 – Update*
− 3D TSV and Monolithic Business Update 2018 – Update
− Advanced RF System-in-Package for Cellphones 2018 – Update*
− Power Modules Packaging 2018 – Update
− Discrete Power Packaging 2018 – Update*
− Memory Packaging Market and Technology Report 2018 – Update*
− Status of Panel Level Packaging 2018
− Trends in Automotive for Advanced Packaging 2018
− Processing Hardware and Software for AI 2018 – Vol. 1 & 2
− Integrated Passive Devices (IPD) 2018
o REVERSE ENGINEERING & COSTING REVIEW – by System Plus Consulting
− RF Front-End SiP
− Fan-Out Packaging *
o PATENT ANALYSES – by KnowMade
− Hybrid Bonding for 3D Stack – Patent Landscape Analysis
MANUFACTURING
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Wafer Starts for More Than Moore Applications
− Equipment for More than Moore: Technology & Market Trends for Lithography & Bonding/Debonding 2018
− Equipment for More than Moore: Technology & Market Trends for Thin Film Deposition & Etching 2018
− Polymeric Materials for wafer-level Advanced Packaging 2018
o REVERSE ENGINEERING & COSTING REVIEW – by System Plus Consulting
− Wafer Bonding Technology Overview 2018
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 2018 (NAND & DRAM)
o MONTHLY UPDATE – by Yole Développement**
− Memory Pricing 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 Analysis
COMPOUND SEMICONDUCTORS
MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of Compound Semiconductor Industry 2018*
− Power SiC 2018: Materials, Devices, and Applications - Update
− Power GaN 2018: Materials, Devices, and Applications – Update
− RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023 –Update
− GaAs Materials, Devices and Applications 2018
− InP Materials, Devices and Applications 2018
o REVERSE ENGINEERING & COSTING REVIEW – by System Plus Consulting
− Power SiC Devices
− Power GaN Devices
o PATENT ANALYSES – by KnowMade
− Power SiC – Patent Landscape Analysis
− Status of the GaN IP – Patent Watch 2018 & Patent Activity 2017
Update : 2017 version still available / *To be confirmed / ** Can not be selected within an Annual Subscription offer
http://www.yole.fr/http://www.yole.fr/
-
12©2018 | www.yole.fr | About Yole Développement
OUR 2018 REPORTS COLLECTION (3/3)
POWER ELECTRONICS
MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of Power Electronics Industry 2018 - Update
− Power Modules Packaging 2018 - Update
− Discrete Power Packaging 2018 – Update*
− Power Electronics for EV/HEV 2018 - Update
− Wireless Charging Market Expectations and Technology Trends 2018
− Integrated Passive Devices (IPD) 2018
o QUARTERLY UPDATE – by Yole Développement
− Power ICs Market 2018 – Update
o REVERSE ENGINEERING & COSTING REVIEW – by System Plus Consulting
− Power ICs Market 2018*
− Power Modules*
BATTERY AND ENERGY MANAGEMENT
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Solid State Electrolyte Battery 2018
− Li-ion Battery Packs for Automotive and Stationary Storage Applications 2018 -Update
o PATENT ANALYSES – by KnowMade
− Solid-State Batteries – Patent Landscape Analysis
− Status of the Battery IP – Patent Watch 2018 & Patent Activity 2017
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
− VCSELs 2018: Technology, Industry and Market Trends
− LiFi 2018: Technology, Industry and Market Trends
o REVERSE ENGINEERING & COSTING REVIEW – by System Plus Consulting
− VCSELs 2018
− UV LEDs 2018 *
DISPLAYS
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− MicroLED Displays 2018 – Update
− Quantum Dots and Wide Color Gamut Display Technologies 2018 - Update
− Displays and Optical Vision Systems for AR / VR / MR 2018
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 - 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 2018: From Isolation to Downstream Applications
− Chinese Microfluidics Industry 2018
− Scientific Cameras for the Life Sciences & Analytical Instrumentation Laboratory Markets 2018*
o PATENT ANALYSES – by KnowMade
− Microfluidic IC Cooling – Patent Landscape Analysis
− Circulating Tumor Cell Isolation – Patent Landscape Analysis
− Organ-on-a-Chip – Patent Landscape Analysis
− OCT Medical Imaging – Patent Landscape Analysis
Update : 2017 version still available / *To be confirmed
http://www.yole.fr/http://www.yole.fr/
-
13©2018 | www.yole.fr | About Yole Développement
OUR 2017 PUBLISHED REPORTS (1/3)MEMS & SENSORS
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of the MEMS Industry 2017
− High End Inertial Systems Market and Technology 2017
− Magnetic Sensors Market and Technologies 2017
− MEMS and Sensors for Automotive - Market and Technology Trends 2017
− Acoustic MEMS and Audio Solutions 2017
− Sensors and Sensing Modules for Smart Homes and Buildings 2017
− Fingerprint Sensor Applications and Technologies – Consumer Market Focus 2017
o REVERSE COSTING REPORT – by System Plus Consulting
− Continental SRL1: State-of-the-art LiDAR for Advanced Driver Assistance Systems –Reverse Costing Report
− Bosch Mobility Ultrasonic Sensor – Reverse Costing Report
− MEMS Packaging 2017 - Reverse Costing Review
− Bosch BMP380 Pressure Sensor – Reverse Costing Report
IMAGING & PHOTONICS
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of the CMOS Image Sensor Industry 2017
− 3D Imaging and Sensing 2017
− Uncooled Infrared Imaging Technology & Market Trends 2017
− Camera Module Industry Market and Technology Trends 2017
o REVERSE COSTING REPORT – by System Plus Consulting
− FLIR Boson – a small, innovative, low power, smart thermal camera core – Reverse Costing Report
− Camera Module Physical Analyses Overview 2017
RF DEVICES AND TECHNOLOGIES
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− RF Front End Modules and Components for Cellphones 2017
− Advanced RF System-in-Package for Cell Phones 2017
− 5G Impact on RF Front-End Industry 2017
ADVANCED PACKAGING
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of the Advanced Packaging Industry 2017
− Embedded Die Packaging: Technology and Market Trends 2017
− Fan-Out: Technologies and Market trends 2017
− Advanced Substrates Overview: From IC Package to Board 2017
− 3D TSV and 2.5D Business Update - Market and Technology Trends 2017
− Advanced RF System-in-Package for Cellphones 2017
− Memory Packaging Market and Technology Report 2017
− MEMS Packaging 2017
− Emerging Non-Volatile Memory 2017
o REVERSE COSTING REPORT – by System Plus Consulting
− NVIDIA Tesla P100 - Reverse Costing Report
− MEMS Packaging - Reverse Technology Review
− Advanced RF SiP for Cellphones 2017 - Reverse Costing Review
SOFTWARE
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Embedded Software in Vision Systems
MEDTECH
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of the Microfluidics Industry 2017
− Solid-State Medical Imaging 2017
− Organs-On-Chips 2017
− Connected Medical Devices Market and Business Models 2017
− Artificial Organ Technology and Market analysis 2017
− Medical Robotics Technology & Market Analysis 2017
http://www.yole.fr/http://www.yole.fr/
-
14©2018 | www.yole.fr | About Yole Développement
OUR 2017 PUBLISHED REPORTS (2/3)
MANUFACTURING
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Laser Technologies for Semiconductor Manufacturing 2017
− Equipment and Materials for 3D TSV Applications 2017
− Equipment and Materials for Fan-Out Packaging 2017
− Glass Substrate Manufacturing in the Semiconductor Field 2017
BATTERIES & ENERGY MANAGEMENT
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of the Rechargeable Li-ion Battery Industry
− Market Opportunities for Thermal Management Components in Smartphones
DISPLAYS
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− MicroLED Displays
− Quantum Dots and Wide Color Gamut Display Technologies
− Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays
SOLID STATE LIGHTING
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− LED Packaging 2017: Market, Technology and Industry Landscape
− CSP LED Lighting Modules
− IR LEDS and VCSELs - Technology, Applications and Industry Trends
− LED Lighting Module Technology, Industry and Market Trends 2017
− Automotive Lighting: Technology, Industry and Market Trends 2017
− Horticultural LED Lighting: Market, Industry, and Technology Trends
POWER ELECTRONICS
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of the Power Electronics Industry 2017
− Thermal Management Technology and Market Perspectives in Power Electronics and LEDs 2017
− Gate Driver Market and Technology Trends 2017
− Power MOSFET 2017: Market and Technology Trends
− Power Module Packaging: Material Market and Technology Trends 2017
− IGBT Market and Technology Trends 2017
o QUARTERLY UPDATE – by Yole Développement
− Power Management ICs Market 2017
o REVERSE COSTING REPORT – by System Plus Consulting
− EPC2045 100V GaN-on-Silicon Transistor – Reverse Costing Report
− Silicon Capacitor - Technology and Cost Review
− Industrial 100V MOSFET - Technology and Cost Review
− InvenSense ICM-20789: High Performance 6-Axis Motion Sensor and Pressure Sensor Combo – Reverse Costing Report
COMPOUND SEMICONDUCTORS
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Bulk GaN Substrate Market 2017
− RF Power Market and Technologies 2017: GaN, GaAs and LDMOS
− Power SiC 2017: Materials, Devices, Modules, and Applications
− Power GaN 2017: Epitaxy, Devices, Applications, and Technology Trends
http://www.yole.fr/http://www.yole.fr/
-
15©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).
http://www.yole.fr/http://www.yole.fr/http://www.i-micronews.com/
-
16©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
http://www.yole.fr/http://www.yole.fr/mailto:[email protected]
-
17©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
http://www.yole.fr/http://www.yole.fr/mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]://www.linkedin.com/company/yole-d-veloppement?trk=top_nav_homehttp://www.linkedin.com/company/yole-d-veloppement?trk=top_nav_homehttps://twitter.com/Yole_Devhttps://twitter.com/Yole_Devhttp://fr.slideshare.net/Yole_Developpementhttp://fr.slideshare.net/Yole_Developpementhttps://www.youtube.com/channel/UCxcAmfnGJgYXZn46VFs6ozQhttps://www.youtube.com/channel/UCxcAmfnGJgYXZn46VFs6ozQ