From Technologies to Market

Uncooled IR Imaging Market Perspectives

Dr. Eric Mounier, Senior Analyst, Yole Développement

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MEMS &

Sensors

LED

Compound

Semi.

Imaging Photonics

MedTech

Manufacturing

Advanced

Packaging

Batteries / Energy

Management

Power

Electronics

FIELDS OF EXPERTISE

Yole Développement’s teams of analysts operate in the following areas

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A GROUP OF COMPANIES

Market,

technology and

strategy

consulting

www.yole.fr

M&A operations

Due diligences

www.yolefinance.com

Innovation and business maker

www.bmorpho.com

Manufacturing costs analysis

Teardown and reverse engineering

Cost simulation tools

www.systemplus.fr

IP analysis

Patent assessment

www.knowmade.fr

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OUR GLOBAL ACTIVITY

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DATA SOURCES

And more to come (« Uncooled IR Patents

Landscape » …)

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DETECTORS OR IMAGERS? SIGNAL OR IMAGE?

$1

$10

$100

$1000

Infrared

Detectors

Sensor price

4x4 16x168x8 64x6432x32 80x80 160x120

Sensor

Resolution

Uncooled Thermal

ImagersWhich

technolog(ies)

for which

application(s)?

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NUMEROUS UNCOOLED INFRARED TECHNOLOGIES FROM SENSING TO IMAGING

Small ThermopileSmall Pyroelectrics(crystal or ceramic)

A pyroelectric sensor is a sensor that uses natural or artificial pyroelectric

material. Most common

pyroelectric sensors use a few pixels (1 to 4).

Application: widely used in low-end motion

detection or gas & fire detection

Key players: Excelitas, Nicera, Murata

2014 market: $123M

Thermopiles use dominantly silicon

material and are used to measure

temperature level or gas concentration

Applications: thermometer and

pyrometer, gas and flame detection

Key players: ExcelitasHeimann, Nicera, Melexis, Dexter

Research 2014 market: $58M

Microbolometer imagers

Microbolometers today are IR imagers and not

detectors. Several manufacturers plan to

develop microbolometer detectors to open new

applications. ULIS introduced the first

80x80 sensor

Applications: smart building

Key players: ULIS, FLIR

2014 market: $250M

New pyroelectric technologies have been

developed by specific companies with a strong

focus on the development of arrays (1x8 to 64x64 or 1x510

pixels)

Applications: People counting, gas & flame

detection, spectroscopy

Key players: Irisys, Pyreos, IRLYNX

2014 market: $5M

Pyroelectric arrays (ceramic, thin film or

CMOS based)Thermopile arrays

Thermopile arrays have been introduced initially by Heimann

and Excelitas and are available from 1x8 to

64x80 pixels

Applications: HVAC, appliances,

automotive, smart building

Key players: Excelitas, Heimann, Melexis,

OMRON

2014 market: $23M

Silicon Thermodiode

Silicon thermodiodeshave been developed by Bosch for imaging purposes and could

be used for detection in the future.

Applications: smart building

Key players: Bosch

2014 market:emerging

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SENSOR ACTIVE PIXEL AREA COMPARISON – NOT INCLUDING ROIC – DIFFERENT TECHNOLOGIES, DIFFERENT SIZES

Microbolometers have much smaller chips thanks to

their smallpixel pitch

FLIR Lepton Gen 1

• Pixel area: 1.56mm²

• 84x64 pixels

• 17µ pixel size

FLIR Lepton Gen-2

• Pixel area: 2.76mm²

• 160x120 pixels

• 12µ pixel size

Raytheon for SEEK Thermal

• Pixel area: 4.91mm²

• 206x156 pixels

• 12µ pixel size

ULIS

• Pixel area: 7.4mm²

• 80x80 pixels

• 34µ pixel size

IRISYS Pyroelectric

• Pixel area: 31.47mm²

• 33x33 pixels

• 170µ pixel size

1 2 3 4 5 6 7

1

2

3

4

5

mm

mm

With pixel pitch reduction to 90

microns, thermopile is coming

close to microbolometers

regarding sensor size.

Heimann thermopile

• Pixel area: 8.3mm²

• 32x32 pixels

• 90µ pixel size

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Excelitas thermopile

• Pixel area: 40 mm²

• 32x32 pixels

• 200µ pixel size

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Bosch thermodiode

• Pixel area: 50.1 mm²

• 82x62 pixels

• 100µ pixel size

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TECHNOLOGIES VERSUS APPLICATIONS

TechnologiesPyroelectric

Thermopiles ThermodiodesMicro

bolometersBulk Bulk, thin film Thin film CMOS

Pixels count 1 2x2 1x8 – 16x16 32x32 1x510 80x80 1 1x8 – 16x16 80x80 82x62

80x80 to

1024x768

(XVGA)

Pitch 170µ 100µ 90-200µ 60µ trend 100µ 17µ 12µ

Sensitivity ++ (crystal) / - (ceramic, tin film, CMOS) + + ++

Motion detection

Gas/fire detection

People counting

(retail, HVAC)

Spectroscopy

Temperature measure

Automotive

Smart building (light,

detection, HVAC …)

Surveillance, security

Thermography

Maritime

Fire fighting

PVS

Smartphones

Defence

Cost (with lens) $1 $3$10 (HVAC) / $15 (Smart Buildings)

/ $30 (people counting retail) to $50$1500 $10 $1 $5 $30 $10s-$100 $10s to $100s

Micro bolometers are challenged by thermopiles

Pyroelectric, thermopiles & thermodiodes are challenged by Micro bolometers

Micro bolometers are challenged by pyroelectric, thermopiles & thermodiodes

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EXAMPLE OF NEW KEY PRODUCTS IR DETECTORS INTRODUCED SINCE TWO YEARS

Incumbent IR detector technologies have been dynamic & a new pyroelectric CMOS sensor is about to enter on the market (IRLYNX)

Irisys Gazelle 2 for People Counting

(wireless, new 90° lens, higher resolution)

Heimann 32x32,

90°x90° FOVFLIR Lepton 80x60

(3 generations)

Pyreos Handheld Spectrometer (MEMS pyro for Mid-IR)

Excelitas 32x32

New design, lower cost

Bosch 82x62 thermopiles

Systems

Sensors

IRLYNX 64x64

(copolymer on CMOS)

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SMART BUILDINGS: A COST/RESOLUTION TRADE-OFF

New technologies are entering the market (thermodiode, Pyro CMOS). Pyro CMOS is well positioned in terms of price/resolution

Log module price(with silicon lenses)

Yole Développement – June 2015

$1

$10

$100

$1000

10010 10,00016x16

=25660x60

3600

32x32

= 102480x60

4800

Log detector resolution (pixels Nb)

$50

80x80

6400

• Cost target : Below $10.

• Resolution target : High resolution

will enable wider surface covered

and more available functions.

• Thermopiles focus on 32x32.• IR imaging technologies focus on

80x60 because they originally

were present on much higher

resolution.Smart building applications

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INDUSTRIAL INFRARED DETECTOR PLAYERS FOR THERMOPILE AND PYROELECTRIC IR DETECTORS

Player HQ location

Excelitas

(DE)

Irisys

(UK)

Murata

(JP)

(JP)

Pyreos

(UK)

(DE)

Dias Infrared

(DE)

Heimann

(DE)

(CN)

WinSen

(CN)

(JP)

(JP)

Thermopile sensor players

(US)

(B)

(CN)

(JP)

(JP)

(FR)

Small pyroelectric sensor players

Pyroelectric array sensor playersMulti-technology players

v

v

v

Europe: more pyro-oriented & multi technologies

Asia: more small pyro/thermopile oriented

USA: pyro & thermopile

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IR IMAGERS NEW PRODUCTS

• FLIR Boson core:

• 640x512 or 320x256 (with or without shutter, 7 or 8 lensoption)

• 12µ pitch

• REVEAL from SEEK

• 206x156, 12µ, chalcogenide lens

• New WLP 320x240

• FLIR CAT S60:

• Thermal imaging smartphone (planned 2016)

• < $600

• ULIS Pico384 Gen2 SMT

• FLIR Scout TK (Lepton-based)

• Teledyne Dalsa Calibir core

• I3systems 384x288 17µ for Android (2016)

• FLIR VUE/PRO for commercial UAS

• FLIR TG-130 (Lepton-based)

• FLIR DJI Zenmuse XT (planned Dec 2016) for UAS

• Low cost QVGA from SEEK (<70mK sensitivity)

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THERMOGRAPHY: PYRO/THERMOPILES/DIODES AND/OR MICROBOLOMETERS?

4 technologies are competing on ultra-low-end camera segment: pyroelectric, thermopile, thermodiode and microbolometer

Log Sensor Price

Yole Développement – June 2015

$1

$10

$100

$1000

Spot

thermometer

Visual

thermometer

• With the recent arrival of thermopiles and

thermodiodes in 2015, the battle is intense and

focused on the 80x60 resolution for both thermal

cameras and visual thermometers.

Thermal imaging

camera

10010 10,00016x16

=25660x60

3600

3 2x32

= 102480x60

4800

1

Log number ofSensor pixels

Thermodiode

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UNCOOLED THERMAL IMAGING

Smartphone market

• This scenario is based on aggressive price by 2021 with an ASP of <$10 for the IR camera module

thanks to

• New technologies (WLP, WLO, low cost optics << $10, 8’’ wafer manufacturing).

• Partnering of smartphone manufacturers with IR camera manufacturers to support IR module sales development.

• Entrance of new imager players from the semiconductor business who focus on smartphones and who possess the know-how and mindset to drastically reduce product cost, similar to some MEMS devices already introduced to consumermarkets (accelerometers, gyroscopes, microphones, etc.)

STEP 1 (2014): plug-in STEP I1 (2016):

Professional smartphone

STEP III : Consumer

smartphone with integrated IR

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ULIS (FR)Grenoble

FLIR/ON Semi/TowerJazz (US)Santa Barbara/Pocatello/ New port beach

L-3Com

(US)Dallas

Raytheon

/NX-Freescale (US)Santa Barbara / Austin

UNCOOLED THERMAL IMAGERS MANUFACTURERS GEOGRAPHICAL DISTRIBUTION

DRS technologies /Cypress (US)Dallas

BAE IRIS (US)

Lexington

NEC (JP)Fukushima

Microbolometer technologies: a-Si, Vox, Other technologies. In bold and Italics are new entrants in the market over the last 4 years

Bosch

(DE)

SCD(IS)

Haifa

Teledyne DALSA

(CA)

Fraunhofer

(DE- R&D)

Mikrosens

(TU)

Magnity

(CN)Shanghai

Irisys

(UK)

GWIC (CN)

Beijing

I3 system

(KR)Uelectronic

(KR-R&D)

Dali (CN)Hangzhou

GST (CN)

Wuhan

17© 2016 All rights reserved | www.knowmade.com

Uncooled Infrared Imaging – Patent Landscape Analysis | September 2016

PATENT LANDSCAPE OVERVIEWTime evolution of patent applications for uncooled infrared imaging technology

1 1 1 1 1 2 1 3 2 3 3 4 4 6 2 5 1 5 3 5 4 4 11 614 15 18 14

2617

32 38 45 4937

54 60 62 6374 69

77

98111

103

133137

171

206

285

252

232

32

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Nu

mb

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of

ap

plicati

on

s

Year of 1rst application

Patent Applications

Patent Families

IP Dynamics for Uncooled Infrared Imaging2,600+ patent families comprising 6,000+ patents

A patent family is a set of patents filed in multiple countries to protect a single invention by a common inventor(s). A first application is made in one

country – the priority country – and is then extended to other countries.

Note: The data

corresponding to

the year 2015 and

2016 may not be

complete since most

patents filed during

these years are not

published yet.

28%CAGR

2010-2013

Newcomers

Bosch, Dali, Raytron,

GWIC, Magnity, Axis, Seek

Thermal, UESTC China …

FLIR Systems

increases patenting

activity

Honeywell, L-3 Com, NEC,

Panasonic, Mitsubishi Electric,

Raytheon…

CEA, Toshiba,

Sumitomo

Electric…

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UNCOOLED IR IMAGERS TECHNICAL TRENDS

Camera trends turn into core/sensor trends

CORE TRENDS

SENSOR TRENDS

COST +

SWaP*

reduction

*SWaP: Size, Weight and Power

Wafer level processes (WLP, WLO)

8’’ wafer fabs

New materials, CMOS p-n junction, thermopiles, pyroelectric materials.

3D integration through TSV

PLP

Pixel pitch reduction: from 17µ being a standard to 12µ (with 10µ planned)

Increased number of pixels

NETD reduction

Increased fps

High Dynamic Range

Using smartphone

CPU

Shutter-less

TEC-less

Image Processor

ASIC

PERF.

Ready-

to-use

CAMERA

TRENDS

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PIXEL PITCH REDUCTION TREND: 12MICRONS ROADMAP

12µ is more common now than in previous years

• 12µ pitch is becoming more common with BAE (2013 for US Defense), Raytheon for SEEK Thermal (2014), FLIR forFLIR One Gen-2 QVGA (2015), L3Com (2016), NEC for VGA (2016), SCD (2018), ULIS (R&D).

• In the future, it is unlikely to see 10µ pitch for defense applications as major trend is not cost reduction butresolution.

2013 2014 2015 2016 2017 2018

10µm

First shipments

12µm pixel pitch roadmap

R&D

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WLP ROADMAP

WLP is becoming common

• The majority of players are working on WLP which is interesting for commercial applications wherevolumes are high and imager size small (QVGA and below). WLP is less attractive for militaryapplications where volumes are low and imager size high (VGA and higher).

2013 2014 2015 2016 2017 2018

Since 2002

UElectronic

WLP roadmap

PLP

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8’’ WAFER SIZE PRODUCTION

Pixel pitch reduction and larger volumes drive 8’’ wafers production

(2015)

i3systems

Foundry partner

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GENERAL CONCLUSIONS

• Initially focused on the Military market, uncooled thermal camera sales have grown significantly during

the last 10 years due to the substantial cost reduction IR sensors and growing

adoption in commercial markets.

• The three “historic” major segments still drive market growth with 1Munit in 2021:

Thermography,Automotive, Surveillance & Security.

• But new applications will add volume:

• Smart buildigs

• Smart phones & consumer

• PortableVision Systems

• Drones …

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THANK YOU …

Questions ?