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From Technologies to Market
Cree- WolfspeedStrategic &
Competitive Analysis
From Technologies to Market
Sample
June 2018
2
Biography & contact
ABOUT THE AUTHOR
Hong LIN
Dr. Hong Lin has worked at Yole Développement as a Technology and Market Analyst since 2013, specializing in compound semiconductors and providing technical and economic analysis. Before joining Yole Développement, she worked as an R&D Engineer at Newstep Technologies, overseeing the development of cold cathodes made by plasma-enhanced chemical vapor deposition for nanotechnology-based visible and UV lamp applications. She holds a PhD in physics and chemistry of materials.
Email: [email protected]
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
3
TABLE OF CONTENTS
Companies cited in this report 4
List of abbreviation 5
Objectives of this report 6
Executive summary 7
Cree Inc company profile and revenue analysis 34
Cree’s strategy pivot 56
Focus on Wolfspeed 62
Focus on LED & lighting 80
Cree’s IP profile 96
Yole Développement’s analysis 111
Conclusions 129
Appendix-Cree’s market analysis 137
SiC wafer market 139
Power electronics market 146
RF power market 168
LED & lighting market 191
Process flow 228
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
4
COMPANIES CITED IN THIS REPORT
BYD, Cree, Dow-Corning, Epistar, Ford, Fuji Electrics, Infineon, II-VI, MACOM, Mitsubishi Electric, Nichia, NXP, On Semiconductors, Osram, Philips Lighting, Qorvo, Qualcomm, Renault, San’an, Semikron, STMicroelectronics, Telsa, Toshiba, Toyota
and ZTE etc…
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
5
LIST OF ABBREVIATIONS USED IN THIS REPORT AMB Active Metal Brazed
A, Amp Ampere
ASP Average Selling Price
BEV Battery Electric Vehicle
BJT Bipolar Junction Transistor
BOM Bill Of Materials
BPD Basal Plane Dislocation
BTS Base Transceiver Station
CAGR Compound Annual Growth Rate
CCM Continuous Conduction Mode
CTE Coefficient of Thermal Expansion
CVD Chemical Vapor Deposition
DC Direct Current
DCB Direct Copper-Bonded
DD Dislocation Density
DFIG Double-Fed Induction Generator
DMOS Diffused Metal Oxide Semiconductor
EREV Extended Range Electric Vehicle
EMC ElectroMagnetic Compatibility
EMI ElectroMagnetic Interference
xEVElectric Vehicle/Hybrid Electric
Vehicle
GaN Gallium Nitride
FCV Fuel Cell Vehicle
FET Field Effect Transistor
GIT Gate Injection Transistor
GTO Gate Turn-Off
HEMT High Electron Mobility Transistor
HEV Hybrid Electric Vehicle
HVAC Heating, Ventilation and Air Conditioning
HVDC High-Voltage Direct Current
JBS Junction Barrier Schottky
JFET Junction Field Effect Transistor
IC Integrated Circuit
IGBT Isolated Gate Bipolar Transistor
IGCT Integrated Gate-Commutated Thyristor
IPM Intelligent Power Module
IH Induction Heating
MESFET Metal-Semiconductor FET
MISFET Metal-Insulator FET
MOSFET Metal-Oxide-Semiconductor FET
MOCVDMetal-Organic Chemical Vapor
Deposition
NEV Neighborhood Electric Vehicle
Ron/Rdson On-state Resistance
LLC
A power converter that is a variant of a
series resonant converter, using two
inductors (Lmagnetizing and Lresonant)
and a capacitor (C).
LV-HV Low Voltage to High Voltage
OBC On-Board Charger
OEM Original Equipment Manufacturer
PEPDCPrimary Electrical Power Distribution Center
PCB Printed Circuit Board
PCS Power Conversion System
PCU Power Control Unit
PFC Power Factor Correction
PHEV Plug-in Hybrid Electric Vehicle
POL Point-Of-Load
PSU Power Supply Unit
PV PhotoVoltaic
PWM Pulse Width Modulation
RF Radio Frequency
SBD Schottky Barrier Diode
SD Surface Defect
Si Silicon
SI Semi-insulating
SiC Silicon Carbide
SJMOSFET Super Junction MOSFET
SMD Surface Mount Device
SMPS Switching Mode Power Supply
SSV Start-Stop Vehicle
T° Temperature
TAM Total Available Market
T&DElectricity Transport and
Distribution
UPS Uninterruptible Power Supply
VSC Voltage Source Converter
WBG Wide Band Gap
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
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OBJECTIVES OF THIS REPORT
• Provide Cree andWolfspeed facts and figures.
• Give an overview of Cree’s IP portfolio.
• Competitive analysis of Cree LED, lighting andWolfspeed segments.
• DeliverYole’s analysis on what could happen following the strategy pivot of Cree.
• Give an overview of SiC materials, SiC power device markets, GaN RF device markets, LED and lightingmarkets, includingYole’s market projection.
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
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TOTAL REVENUE (FY1996- FY2018)
Source: Cree10-K report
2018: Only showing first three quarters income
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
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CHANGE, CHANGE, CHANGE!
LED
Lighting
Power & RF
2015 2016 2017 2018
Materials
Plan for
LED
Lighting
Power & RF + Materials +
Infineon RF Power
Focus
New Focus
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
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CREE’S TRANSFORMATION PATH (1/2)
In February 2018, Cree announced a strategy pivot. The company decided to change its focus and invest primarily in its Wolfspeed related business.
This is a 180° turn with respect to 2016 when the company decided to sell the Wolfspeed business to Infineon. Yole believes that the strategy change is strongly related to the change of CEO.
In the new strategy, the company expects the revenue of Wolfspeed related business to grow significantly and become the biggest segment of the company within five years, as indicated by the figures:
Source: Cree
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
10
SWOT ANALYSIS FOR WOLFSPEED
Materials business
STRENGTHS WEAKNESSES
• XXXX • XXX
OPPORTUNITIES THREATS
• XXX • XXX
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
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CHALLENGES TO STRATEGIC SHIFT
As the focus shifts to
Wolfspeed, it could be
challenging for Cree to maintain growth in a very competitive LED
& Lighting market, which
represents 80% of the company’s
revenue.LED & Lighting
Competition
Investment
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
12
COMPANY EVENT TIME LINE (FROM 2015)
Arkansas Power
Electronics International.
Inc (APEI)
( Cree Fayetteville)
2015
Announced its
plans to spin off
its Power& RF
business
2016 2017
Announced the
acquisition of
Wolfspeed and
related SiC wafer
substrate business
for power &RF by
Infineon
Joint Venture with
San’an
2018
Termination of acquisition of
Wolfspeed & related SiC
substrate business by
Infineon.
As a result of the transaction
termination and Cree’s
decision to focus on running
the Wolfspeed business,
Wolfspeed is reported as a
separate segment of Cree’s
continuing operations.
Announced
Wolfspeed for
Power& RF
division and
plan to issue
IPO in FY 2016
Acquired
Infineon RF
Power Business
Announced Cree
Strategy Pivot
Announced
long term
SiC wafer
supply
agreement
with
Infineon
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
13
CREE LED & LIGHTING
Business organization
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
14
COUNTRIES OF GRANTED/PENDING PATENTS PER TECHNOLOGY
KnowMade © 2018
Note: a patent can belong to multiple categories. KnowMadePatent & Technology Intelligence
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
15
2016-2022 headlamp market forecast - Split by technology type
2016-2022 AUTOMOTIVE FRONT LIGHTING MARKET FORECAST
Based on our analysis, LED headlamp market size was $8.8B in 2016 (47% of total market size) and should increase to $16.5B by 2022, representing 70% of total market share.
Oct 2017
Source: Automotive Lighting Report - Yole Développement
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
16
SiC POWER DEVICES VALUE CHAIN: FROM RAW MATERIAL TO CHIP PACKAGE
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
17
RELATED REPORTS
Cree-Wolfspeed’s Strategic and Competitive Analysis | Sample | www.yole.fr | ©2018
In February 2018, Cree announced a strategic pivot on its investor day. The company decided to change its focus and invest primarily in its smallest business, Wolfspeed. This announcement comes after a series of actions: • It decided to spin out the SiC power and radio
frequency (RF) GaN business, branded Wolfspeedin 2015
• It tried to sell Wolfspeed, including the SiCpower and GaN RF businesses and its SiC waferbusiness, to Infineon for $850M in 2016, but wasblocked by the Committee on Foreign Investmentin the United States.
The new strategy is a 180° turn-around with respect to Cree’s previous strategy. Following the announcement, Cree acquired the assets of Infineon’s RF power business for approximately €345 million, strengthening its Wolfspeed business.
Why this pivot? In fact, Cree had grown strongly for a long period before 2015. Since 2015, the company’s total revenue has dropped year-on-year, in particular in the LED and lighting segments. Selling Wolfspeed was the way to get money to invest in its LED and lighting business, but it did not work out.
With the new CEO and new vision, the company has decided to change its focus and make the majority of its investment into the rapid growing Wolfspeed segment. The company expects Wolfspeed’s related business to growth significantly and become the biggest segment of the company in five years, reversing its revenue downturn.
In this report, Yole Développement invites you to look at the facts and figures about Cree and Wolfspeed and discover its company profile in detail.
CREE-WOLFSPEEDStrategic & Competitive Analysis - June 2018
CREE HAS PIVOTED!
What could happen after Cree’s strategy pivot?
KEY FEATURES• Facts and figures about Cree and
Wolfspeed including revenue, R&D expenses, capital expenditure and product portfolio
• Cree’s intellectual propertyportfolio
• Strength, weakness, opportunity,threat (SWOT) analysis of Cree’sLED, lighting and Wolfspeedsegments
• Yole Développement’s analysison what could happen followingCree’s strategy pivot
• Market details for SiC materials,SiC power devices, GaN radiofrequency (RF) devices, LEDand lighting markets and YoleDéveloppement’s marketprojections
(Yole Développement, June 2018)
Cree: challenges to strategic shift
LED & Lighting
Competition
Investment
WOLFSPEED: TARGET MARKETS GROWING AT THE SPEED OF WOLF
With revenue of $221M in 2017, Wolfspeed is still a small player in the semiconductor industry. But all its targeted markets have very bright futures: • SiC power devices: the first commercially
available SiC diode appeared on the market 17years ago and the adoption process has been long. It has taken its time to gradually convince the enduser. Today, it is the main revenue contributorin the SiC power device market. This is going tobe reshaped by SiC MOSFETs, which have onlybeen commercially available since 2011. The2016-2018 period is crucial for SiC MOSFETs aswell as for the whole SiC industry. SiC MOSFETmanufacturers have improved device reliability and performance, and the device is therefore gaining
numerous customers’ confidence and penetrating different applications. The benefits enabled by SiC, continuous performance improvement, and the cost erosion of SiC power devices will fuel market adoption.
• GaN RF devices: in the last couple of years,the GaN RF device market grew impressively,driven by both defense and telecom applications.Originating in the US Department of Defense,GaN devices have been implemented in newgeneration aerial and ground radars. With thedefense market driving GaN development in pastdecades, designers are becoming increasinglyfamiliar with this new technology, and theadoption of GaN RF technology will continue.
CREE-WOLFSPEED
WHAT COMES AFTER THE PIVOT?
Cree has three business segments today: LED, lighting and Wolfspeed. In 2017, these businesses represented 37%, 48% and 15% of the company’s total revenue, respectively.
We are beginning to see the results of the strategic pivot. In the third quarter of financial year 2018, Wolfspeed’s contribution to the company’s revenues increased to 23% compared to 15% in 2017. Wolfspeed’s revenue for the first three quarters is $219M, almost equal to its $221M for the whole financial year 2017.
With intensified investment in Wolfspeed, Yole Développement has no doubt that Wolfspeed’s
revenue will keep increasing. The $850M target for 2022 claimed on the investor day is targeting a higher growth than the market average. We consider it is ambitious but not completely impossible.
What about the LED and lighting business? Will Wolfspeed keep its leadership in all of its businesses? What could happen next in the short and long term? This report gives a competitive analysis of all Cree’s segments, with a focus on Wolfspeed. Yole Développement also invites you to see its analysis about what could happen in the future with scenario discussions.
In the civil market, with the transition from fourth generation (4G) to fifth generation (5G) wireless protocols, the telecom market will bring a huge opportunity for GaN devices. Compared to existing silicon LDMOS solutions, GaN devices are able to deliver the power/efficiency level required for next generation high frequency telecom networks. Also, GaN’s broadband capability is one of the key elements for enabling important new technologies, such as multi-band carrier aggregation. GaN HEMTs have been the only candidate technology for future macro base station power amplifiers and the market outlook is very promising.
• SiC materials: the above two markets are using SiC-on-SiC technology and GaN-on-SiC technology, which using n-type and semi-insulating SiC wafer, respectively. As a consequence of the rapid growth of the end markets, the SiC materials business is expected to expand in coming years.
Yole Développement invites you to read its report and discover more details about different markets, including LED, lighting, SiC power, including a detailed analysis of its understanding about the adoption of SiC power devices by electric vehicles, SiC materials, and the GaN RF device market.
SiC device market size split by application from 2016 to 2022
(Yole Développement, June 2018)
0
1.2
0.6
2016 2017 2018 2019 2020 2021 2022
Rail (including auxiliary power)PFC/power supplyEV/HEV (including on-board charger)WindxEV charging infrastructure PVMotor drive (including air conditioning)UPSOthers (Oil&Gas, military, medical, R&D...)
US$
B
CAGR2016-2020= 28%
CAGR2020-2022= 40%
2022 Cree revenue analysis – Projections per activity
(Yole Développement, June 2018)
Wolfspeed LED Lighting
Estimation by applying theCAGR 2017-2022
of the market$ 808M* $653M $ 764M
Cree target $ 850M $790M $700M
Cree target vs estimation
RemarkFaster thanthe market
Faster thanthe market
Slower thanthe market
*Source : Power SiC 2017: Materials, Devices, Modules, and Applications, Yole Développement, August 2017
Find more details about
this report here:
STRATEGIC & COMPETITIVE ANALYSIS
COMPANIES CITED IN THE REPORT (non exhaustive list)BYD, Cree, Dow-Corning, Epistar, Ford, Fuji Electrics, Infineon, II-VI, MACOM, Mitsubishi Electric, Nichia, NXP, On Semiconductors, Osram, Philips lighting, Qorvo, Qualcomm, Renault, San’an, Semikron, STMicroelectronics, Telsa, Toshiba, Toyota and ZTE
Executive summary 7Cree company profile and revenue analysis 34
> Key facts – Cree in a nutshell> Total revenue, gross profit and gross margin, net
income (loss), net R&D expenses FY1996-FY2018> CAPEX FY 2013-FY 2018> Company event timeline > Description of acquired companies> Overview of Cree’s business FY 2001–FY2018> Top customers FY1999–FY2017> Equipment and raw materials
Cree’s strategy pivot 56
Focus on Wolfspeed 62> Wolfspeed: history & milestone> Cree’s RF, power and materials revenue> Wolfspeed’s business overview> Materials business> How has the wafer business developed? > SiC Power business> GaN RF business> Acquisition of Infineon’s RF power business> Customer analysis
Focus on LED and lighting 80> Cree’s LED and lighting business> Cree’s packaged LED portfolio & revenue> Lighting product portfolio & revenue> Future LED strategy> What is the objective of the joint venture?
Cree’s IP profile 96> Current legal status of Cree’s patents and their
geographic coverage> Overview of patent families by business &
technology> IP dynamics by technology> IP dynamics vs market trends by technology> Overview of current legal status of patents by
technology> Countries of granted/pending patents by
technology> SiC substrate patent landscape> Granted patents near expiration date> Patent strength analysis
Yole Développement’s analysis 111> Cree market analysis> Market analysis vs transformation path> Cree LED technology analysis > Cree growth market and share analysis> SWOT analysis for Wolfspeed> Wolfspeed segments competitive analysis as
of 2018> Competitive landscape as of 2018> Challenges to strategic shift> Evolution of Cree’s competitive position> SWOT analysis for Cree
Conclusion 129> Cree 2022 revenue analysis> Conclusions > Looking forward > Comparison of 2017 revenue of semiconductor
companiesAppendix: analysis of Cree’s market 137
> SiC wafer market> Power electronics market
- SiC power device target applications overview- SiC power device market revenue- Focus on EV/HEV market- Outlook over 2022
> RF power market- Technology trends in different markets- RF GaN devices: market size forecast- GaN-on-silicon vs. GaN-on-SiC: comparison- Forecast of GaN on SiC/Silicon market size
comparison- GaN RF market overview - Main RF players and their target applications
> LED & lighting- Status of the LED industry- Status of LED lighting industry- 2016-2022 automotive lighting market forecast- Packaged LED for automotive lighting- 2016-2022 automotive front lighting market
forecast- Packaged LED for automotive lighting- Automotive lighting- Horticultural lighting
> Process flow> SiC power device; SiC wafer; SiC Diode,
MOSFET, GaN RF device process
TABLE OF CONTENTS (complete content on i-Micronews.com)
OBJECTIVES OF THE REPORT• Provide facts and figures about Cree and Wolfspeed• Give an overview of Cree’s intellectual property portfolio• Competitive analysis of Cree’s LED, lighting and Wolfspeed segments• Deliver Yole Développement’s analysis on what could happen following Cree’s strategy pivot • Give an overview of the markets for SiC materials, SiC power devices, GaN RF devices, LED and
lighting markets and Yole Développement’s market projections
RELATED REPORTBenef i t f rom our Bundle & Annual Subscription offers and access our analyses at the best available price and with great advantages
• RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023
• Automotive Lighting: Technology, Industry and Market Trends 2017
• Horticultural LED Lighting: Market, Industry, and Technology Trends
• LED Lighting Module Technology, Industry and Market Trends 2017
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AUTHORDr. Hong Lin works at Yole Développement (Yole), as a Technology and Market Analyst, Compound Semiconductors within the Power & Wireless division since 2013. She is specialized in compound semiconductors and provides technical and economic analysis. Before joining Yole Développement, she worked as R&D engineer at Newstep Technologies. She was in charge of the development of cold cathodes by PECVD for visible and UV lamp applications based on nanotechnologies. She holds a Ph.D in Physics and Chemistry of materials.
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− 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
− Air Quality Sensors 2018 – Market & Technology Report
− Air Quality Sensors 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
− Embedded Software in Vision Systems 2017
Update : 2017 version still available / *To be confirmed
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
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
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
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).
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
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
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