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From Technologies to Market
MEMS & Sensors for Automotive
SampleAugust 2017
2
REPORT SCOPE
Only sensors dedicated to automotive
MEMS, Sensors and imaging sensors for automotive
Impact of autonomous & electrification trends
Connected vehicle & infrastructure
Data management
Not included in the report
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
3
METHODOLOGIES & DEFINITIONS
Yole’s market forecast model is based on the following elementary structured blocks:
Yole’s analysisframework
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
4
Acura, ADI, Alfa Romeo, Allegro, Alphabet, Amphenol, ASC, Apple, Audi, Autoliv, Avis, Baojun, BMW, Bosch, Buck, Buggati, Cadillac, Chevrolet, Citroën, Continental, Dacia, Daimler, Delphi, Denso, Dodge,
DS, FAW, Ferrari, Fiat, Ford, Geely, GM, GMC, Google, Harman, Holden, Honda, Hyundai, Infineon, Infiniti, Intel Mobileye, Jaguar, Jeep, Kia, Knowles Lamborghini, Lancia, Land Rover, Lincoln, Luminar,
Magna, Maserati, Mercedes, MG, Mini, Murata, Nissan, Nvidia, NXP, ON Semi, ON Star, Opel, Paragon, Peugeot, Porsche, PSA, Quanergy, RAM, Renault, Roewe, Rolls Royce, SAIC, Samsung, Seat, Sensata,
Sensitec, Skoda, Smart, STMicroelectronics, Tata, TDK-Invensense, TDK-Micronas, TE Connectivity, Uber, Valeo, Velodyne, Volkswagen, Volvo, Wulling and more…
COMPANIES CITED IN THIS REPORT
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
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AUTOMOTIVE EVOLUTION
From Ford T to autonomous vehicles
Automation could be the
next disruption.
1900 1980 2012 2022 2028 2040
Technology x Market Penetration
The
Automobile’s
Evolution
12 years6 years10 years32 years80 years
Yole Développement
© September 2015
Low-expectation
“cars” fulfilling a
new plane of
consumption needs
Disruption?
Electronics
invade cars
The electric car
maturesIndustrialization
phase
New use case
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
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2017 AUTOMOTIVE LANDSCAPE – MAJOR PLAYERS’ REVENUE (ESTIMATED)
~$2.3TAutomotive Market value
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
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HOW SIGNIFICANT IS THE AUTOMOTIVE INDUSTRY ?
Two industries controlled by giant companies with ~$250B in revenue
$1.2TCAGR +4.4%
3,046M units
ASP $374
≈ ≈ ≈ ≈ $250B
$2.3TCAGR +2.7%
96M units
ASP $24,000
CAGR +7%
96M units
ASP $1,614
Automotive
electronics
$142B
x2
$11B
Automotive sensors
CAGR +13%
4.3Bunits
ASP $2.5
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
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THE TWO BIG TRENDS FOR VEHICLES
The electrification should be the
driving market in the next 5 years.
However automation is
guiding the innovations.
• ~1-2 Mu in 2022
• ~5Mu in 2027 Level 3*Automation
• ~14Mu in 2022
• ~25 - 30Mu in 2027
Electrification**
Thermal Vehicles
94 Mu
Vehicles
105 Mu
Vehicles
Level 3 = Hands-off* / Include hybrids**
2017 2027
EV/HEV/Hybrids
Automated vehicles sold
Non-thermal vehicles sold
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
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SENSORS IN AUTOMOTIVE – 3 MAIN CATEGORIES OF SENSORS
EngineManagement
Air conditioning,
Particle filter,
Suspension, GPS,
Air classification,
Magnetometer,
Chassis position,
3D monitoring, 3D
gesture recognition,
Parking assist
Vacuum boost, TPMS, Dynamic Brake, Side
airbags, Pedestrian protection, Roll Over,
pedals accelerations, brake accelerations,
wheel speed, Backward Cam, Side Mirror,
ADAS, Rain Detection, SRR & LRR
Oil Pressure sensor, MAP, Fuel
Tank pressure, BAP, Turbo
Boost, Secondary Air Valve,
EGR, Oil Transmission, 𝑁𝑂𝑥,
Lambda Probe, Throttle, Cam,
EPB, Gear position, Torque
Powertrain/Engine
management
Comfort
Safety
Comfort
Safety
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
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SENSORS CATEGORY
Up to 100 sensors
SAFETY
• ABS Vacuum boost Side
Airbags Pedestrian
protection Occupant
detection TPMS Roll
Over
• Camera backup LDW
Rain detection LiDAR
Collision avoidance (LRR)
Side mirrors Night vision
Camera 360° 3D
monitoring Pedal position
Brake Acceleration
Wheel speed
POWERTRAIN
• GDI Oil Pressure MAP
Fuel Line BAP Common
rail Fuel tank Urea
Cylinder Turbo EGR
Secondary Valve Oil
transmission Knock
• Throttle position
Cam/Crank (P/S) EPB
Turbo position Gear
position Torque
𝑁𝑂𝑥 Lambda probe
COMFORT
• Air conditioning
Particulate filter Pinch
protection continuous
variable Pulley Active
suspension GPS
• Hands free (µphones)
Dash Cam 3D
recognition Parking aid
(SRR) Air classification
GPS
Chassis/Seat/Steering
position
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
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1920
1940
1960
1980
2000
2010
2015
SAFETY: THE ETERNAL FOCUS
1920
1940
1960
1980
2000
2010
2015
Safety
Comfort
Each of the squares
represents a new
function in the car
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
12
PLAYERS
Imaging and Radar
Gyro & Accelerometers
Pressure
Chemical Sensors
Magnetic
Microphones
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
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IMPACT ON SENSORS: THE BIG MOVES EXPECTED
Those are the areas
affected by the trends mentioned previously.
Positioning
Detectors
Radars and LiDAR will
map the environment for
autonomous/robotized
vehicle positioning. Imaging
Sensors
Imaging sensors will
analyze the obstacles
encountered by the car, to
adapt the cruise for
instance.Magnetic
In electric vehicles, one of
the key challenge is the
battery management. This
will have an impact on the
magnetic sensor market
despite its maturity.
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
14
PRESSURE SENSOR MARKET –VOLUME AND VALUE
CAGR of pressure sensing shows the maturity of this market.
• Safety remains abackbone for pressuresensing market as it isfor automotive sensingmarket in general.
• Powertrain pressuresensing: see below.
• Global pressuremarket has aCAGR2016-2022 of 6% involume and its globalvalue a CAGR2016-2022
of 3%.
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
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PRESSURE SENSOR MARKET –VALUE
The main increase of pressure sensing for automotive is particle filter.
• Particle filters aremandatory for diesel engineand strongly required forDirect Injection as well.That’s why they are thebiggest increase.
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
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IMAGING SENSORS MARKET –VOLUME AND VALUE
The two main market drivers are IR diode (rain detection) and camera for back up.
• The two mainmarket drivers areforward cameras forADAS and 360°cameras.
• Global market valuehas a CAGR2016-2022
of 24%.
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
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IMAGING SENSORS MAIN PLAYERS
ON Semi is the market leader, with one third of market shares.
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
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EVOLUTION OF MEMS AND SENSORS BREAKDOWN – 2016/2022
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
19
BIG PICTURE OF LIDAR MARKET OPPORTUNITIES TIMELINE
2022
2027
LiDAR for Robotic vehicle• Public Pod Transport
• Agriculture
• R&D
2017
LiDAR for Autonomous Individual Transport
• Personal vehicle (L4/L5)
LiDAR for Robotized vehicle• Commercial/Goods Transport (Convoy)
• On-demand Taxis (L5)
The LiDAR market is a significant market just starting, but first real implementation should not be where most people think. Due to
high cost of manufacturing, LiDAR ASP will remains high for some years, therefore ROI matters, only commercial applications will have
an interest in this technology to save driver’s cost (i.e. taxis, trucks, buses…)
LiDAR cost
$-
LiDAR cost
$-
LiDAR cost
$-
Emerging Technology
(Start-ups)
Full-scale Implementation
(Large groups/New ventures)
Pervasive Technology
(Large Automotive groups)
LiDAR Market size
>$100M
LiDAR Market size
>$1BLiDAR Market size
>$4B
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
20
$2,500M
$1,840M
$6,200MCAGR +16%
$7,700MCAGR +24%
RADAR sensors
LiDAR sensors
Chemical Sensors
Magnetic
Pressure sensors
Imaging sensors
TPMS
Inertial
Ultrasonic
ECOSYSTEM OF THE SENSOR FOR AUTOMOTIVE INDUSTRY
2016–2022 Forecast
The two main growth are for Imaging, RADARs and LiDAR sensors, driven by automation.
$23BCAGR +13.7%
$11B
2016 2022
$300MCAGR +5%
$200MCAGR 1.3%
$1, 600MCAGR
+2.6%
Total Sensor market value for automotive
$1,400MCAGR +5.6%
$3,200MCAGR +10%
$1,800MCAGR +2%
$1,400MCAGR +36%
$2,200M
$225M
$183M
$1, 150M
$1,000M
$1,600M
$200M
©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
21
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©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample
In a global automotive market worth than US$2.3T, the little world of automotive sensors has recently been shaken up by the emergence of electric and autonomous cars. Despite just 3% growth in the volume of cars sold expected through to 2022, Yole Développement (Yole) expects an average growth rate in sensors sales volumes above 8% over the next five years, and above 14% growth in sales value. This is thanks to the expanding integration of high value sensing modules like RADAR, imaging and LiDAR. The current automotive sensing market groups MEMS and classic active sensors such as pressure, tire pressure monitoring systems (TPMS), chemical, inertial, magnetic, ultrasonic, imaging, RADAR and LiDAR. We estimate that this market is worth US$11B in 2016 and is expected to reach US$23B by 2022. This is mainly due to the boom in imaging, RADAR and LiDAR sensors, which will respectively be worth US$7.7B, US$6.2B
and US$1.4B by 2022. Among classical sensors like pressure, chemical and magnetic sensors, the impact of electric vehicles will remain small in the short term. However, the advent of electrical vehicles will greatly change the amount and the distribution of pressure and magnetic sensors within the car in the longer term. More electric cars will mean fewer pressure sensors and a surge in magnetic sensors for battery monitoring and various positioning and detection of moving pieces. Finally, we believe that the automotive world is experiencing one of the fastest-changing eras in its evolution ever. Sensor suppliers are now engaged in a race where they need to be prepared for the golden age of the automotive world.
This report describes the applications, technologies, and players associated with the automotive sensor market’s impending changes.
MEMS AND SENSORS FOR AUTOMOTIVE Market & Technology report - August 2017
THE REBORN AUTOMOTIVE SENSOR MARKET WILL BE WORTH MORE THAN $20B BY 2022
How will sensor technology shape the cars of the future? We are only at the very beginning of a bright future for sensor providers – be prepared for the golden age of the automotive sensor industry.
KEY FEATURES OF THE REPORT Get the sample of the report on www.i-Micronews.com• Automotive active sensor market
volume forecast through 2022• Automotive active sensor market
value forecast through 2022• Automotive sensor and
manufacturer landscape/ecosystem mapping
•Applicationtrends:Electrificationand automation impacts
• Technology trends: Sensors for autonomous/robotic transportation such as RADAR, LiDAR and imaging
REPORT OBJECTIVESEcosystemidentificationandanalysis:• Determination of the application
range• Technical market segmentation• Market trends and forecasts• Key players by market, and analysisAnalysis and description of markets and technologies involved:• Detailed applications by market
segment• Major players worldwide• Technology trends • Main technical challenges
Overview of the MEMS and sensor market for automotive
$2,500M
$1,840M
$6,200M CAGR +16%
$7,700M CAGR +24%
RADAR sensors LiDAR sensors Chemical Sensors Magnetic Pressure sensors
Imaging sensors TPMS Inertial Ultrasonic
$23B CAGR +13.7%
$11B
2016 2022
$300M CAGR +5%
$200M CAGR 1.3%
$1, 600M CAGR +2.6%
Total Sensor market value for automotive
$1,400M CAGR +5.6%
$3,200M CAGR +10%
$1,800M CAGR +2%
$1,400M CAGR +36%
$2,200M
$225M
$183M
$1, 150M
$1,000M
$1,600M
$200M
(Yole Développement, August 2017)
The top ten sensor suppliers generated US$4.25 billion in revenue last year, accounting for 77% of the total sensing market at the sensor scale, excluding modules. Revenue growth was affected by price erosion for sensors designed into safety
applications, including electronic stability control (ESC) and TPMS. The pressure market remains a fragmented market dominated by Bosch, Sensata and Denso, while magnetic market is driven by Allegro, TDK-Micronas and Infineon.
BOSCH, DENSO, SENSATA, NXP AND INFINEON ARE STILL THE TOP PLAYERS IN THE AUTOMOTIVE SPACE, BUT CHANGES MAY OCCUR QUICKLY
MEMS AND SENSORS FOR AUTOMOTIVE
HOW TO ENVISION THE CAR OF THE FUTURE? ELECTRIFICATION AND AUTONOMOUS DRIVING WILL DEEPLY IMPACT TRANSPORTATION
Among all sensing technologies located in the car, three main sensors will drastically change the landscape: imaging, RADAR and LiDAR sensors.
Imaging sensors were initially mounted for Advanced Driver Assistance System (ADAS) purposes in high-end vehicles, with deep learning image analysis techniques promoting early adoption. It is now a well-established fact that vision-based Autonomous
Emergency Braking (AEB) is possible and saves lives. Adoption of forward ADAS cameras will therefore accelerate. Growth of imaging for automotive is also being fueled by the park assist application, and 360° surround view camera volumes are skyrocketing. While it’s becoming mandatory in the US to have a rear view camera, that uptake is dwarfed by 360° surround view cameras, which enable a “bird’s eye view” perspective. This trend is most beneficial to companies like Omnivision at sensor level and Panasonic and Valeo, which have become the main manufacturers of automotive cameras.
RADAR sensors, which are often wrongly seen as competitors of imaging and LiDAR sensors, are increasingly adopted in high-end vehicles. They are also diffusing into mid-price cars for blind spot detection and adaptive cruise control, pushing Level 2/3 features as a common experience. Lastly, LiDAR remains the “Holy Grail” for most automotive players, allowing 3D sensing of the environment. In this report we highlight the different potential usages of this technology, which will transform the transportation industry completely. We expect tremendous growth of the LiDAR market within the next five years, from being worth US$300M in 2017 to US$4.4B by 2022. LiDAR is expected to be a key technology, but sensing redundancy will still be the backbone of the automotive world where security remains the golden rule.
Regarding the RADAR market, Infineon can be considered as the benchmark and is avidly promoting RADAR as a key technology for the future of automotive. Newcomers, especially from the LiDAR industry, may reshuffle the deck in the near future. Companies like Velodyne, Quanergy, SensL and Leddartech are racing against giant automotive
suppliers like Continental and Valeo to commercialize reliable and affordable LiDAR solutions that can answer automotive requirements.
This report describes the associated technologies, trends and players.
(Yole Développement, August 2017)
LiDARs, RADARs and image sensors are the backboneof the future of the automotive
2022
2027
LiDAR for robotic vehicle • Public pod transport
• Agriculture • R&D
2017
LiDAR for autonomous individual transport • Personal vehicle (L4/L5)
LiDAR for robotized vehicle • Commercial/Goods transport (Convoy) • On-demand taxis (L5)
LiDAR cost
$5000
LiDAR cost
$1500
LiDAR cost
$500
Emerging technology (Start-ups)
Full-scale implementation (Large groups/New ventures)
Pervasive technology
(Large automotive groups)
LiDAR market size
$300M
LiDAR market size
$1.4B LiDAR market size
$4.4B
(Yole Développement, August 2017)
Automotive MEMS and sensors: Player overview
900
800
700
600
500
400
300
200
100
0
Sens
ing
reve
nues
(U
S$M
)
Pressure Chemical Magnetic Imaging Radar Inertial ON S
emico
nduc
tor
STMicroe
lectro
nics
Find more details about
this report here:
MARKET & TECHNOLOGY REPORT
Introduction, definitions and methodology 7
Executive summary 16
Automotive sensing history 44
Power train, in-cabin, safety 58
Sensors for automotive 66
Market forecasts 75
Automotive trends 107
Technology overview 130> Pressure sensors
> Accelerometer and gyroscope sensors
> Chemical sensors
> Magnetic sensors
> Imaging sensors
> Ultrasonic sensors
> RADAR sensors
Supply chain 144
Autonomous trends 153
> Sensors implied
> LiDAR focus
Conclusion and perspective 170
Yole presentation 177
TABLE OF CONTENTS (complete content on i-Micronews.com)
COMPANIES CITED IN THE REPORT (non exhaustive list)Acura, ADI, Alfa Romeo, Allegro, Alphabet, Amphenol, ASC, Apple, Audi, Autoliv, Avis, Baojun, BMW, Bosch, Buck, Buggati, Cadillac, Chevrolet, Citroën, Continental, Dacia, Daimler, Delphi, Denso, Dodge, DS, FAW, Ferrari, Fiat, Ford, Geely, GM, GMC, Google, Harman, Holden, Honda, Hyundai, Infineon, Infiniti, Intel Mobileye, Jaguar, Jeep, Kia, Knowles Lamborghini, Lancia, Land Rover, Lincoln, Luminar, Magna, Maserati, Mercedes, MG, Mini, Murata, Nissan, Nvidia, NXP, ON Semi, ON Star, Opel, Paragon, Peugeot, Porsche, PSA, Quanergy, RAM, Renault, Roewe, Rolls Royce, SAIC, Samsung, Seat, Sensata, Sensitec, Skoda, Smart, STMicroelectronics, Tata, TDK-Invensense, TDK-Micronas, TE Connectivity, Uber, Valeo, Velodyne, Volkswagen, Volvo, Wulling and more
• Status of the CMOS Image Sensor Industry 2017• Gas Sensor Technology and Market• Bosch LRR4 77GHz Long Range Radar Sensor•LeddarVu8:Thefirstoff-the-shelfsolidstatehigh-definitionLiDARmodulefromLeddarTech
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AUTHORSDr. Eric Mounier has a PhD in microelectronics from the INPG in Grenoble. He previously worked at CEA LETI’s R&D lab in Grenoble, France, in the marketing dept. In 1998 he cofounded Yole Développement, a market research company based in France. At Yole Développement, Dr. Eric Mounier is in charge of market analysis for MEMS and Sensors, visible and IR imagers including CMOS image sensors and microbolometers, semiconductors, printed electronics and photonics, including silicon photonics. He has contributed to more than 200 marketing and technological analyses and 100 reports. Eric is also an expert at the Observatoire des Micro et Nanotechnologies (OMNT) for Optics.
As a Technology and Market Analyst, Emeric Celier is member of the MEMS and Sensor business unit at Yole Développement, the “More than Moore” market research and strategy consulting company. Thanks to his technical expertise in thesemiconductorfield,Emericcontributesdaily to the development of MEMS and Sensor activities. He does technology and strategic scouting and produces market and technology reports and custom consulting projects. He graduated from Phelma in Grenoble, France with a specialization in Physics Nanoscience and also studied Management Innovation and Technology at INPG in Grenoble, France.
Guillaume Girardin works as a Market and Technology Analyst for MEMS devices and technologies at Yole Développement, the “More than Moore” market research and strategy consulting company. Guillaume holds a Ph.D. In Physics and Nanotechnology from Claude Bernard University Lyon 1 and a M.Sc. in Technology and Innovation Management from EM Lyon School of Business.
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Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services. With a strong focus on emerging applications using silicon and/or micro manufacturing, the Yole Développement group has expanded to include more than 50 collaborators worldwide covering MEMS, Compound Semiconductors, LED, Displays, Image Sensors, Optoelectronics, Microfluidics & Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics and Batteries & Energy Management.The “More than Moore” company Yole and its partners System Plus Consulting, Blumorpho, KnowMade and PISEO support industrial companies, investors and R&D organizations worldwide to help them understand markets and follow technology trends to develop their business.
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• 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
The combined team of 60+ experts (PhDs, MBAs, industry veterans…) from Yole Développement, System Plus Consulting and KnowMade, collect information, identifythe trends, the challenges, the emerging markets, the competitive environments and turn it into results to give you a complete picture of your industry landscape.
In the past 19 years, we worked on more than 2 000 projects, interacting with technology professional and high level opinion makers from the main players of theindustry.
o Every year, Yole Développement, System Plus Consulting and Knowmade publish +120 reports. Gain full benefit from our Bundle and Annual Subscription offers.
REPORTS COLLECTION
www.i-Micronews.com
31©2017 | www.yole.fr | About Yole Développement
OUR 2017 REPORTS PLANNING (1/2)
MARKET AND TECHNOLOGY REPORTS by Yole Développement
o MEMS & SENSORS
− Acoustic MEMS and Audio Solutions 2017
− 3D Imaging & Sensing 2017
− Microspectrometers Markets and Applications 2017
− Status of the MEMS Industry 2017*
− MEMS & Sensors for Automotive 2017
− High End Inertial Sensors for Defense and Industrial Applications 2017*
− Magnetic Sensors Market and Technologies 2017
− Sensors and Sensing Modules for Smart Homes and Buildings 2017
− Sensing and Display for AR/VR/MR 2017
− MEMS Packaging 2017
− Fingerprint Sensor Applications and Technologies - Consumer Market Focus 2017
o RF DEVICES AND TECHNOLOGIES
− RF Front End Modules and Components for Cellphones 2017
− Advanced RF SiP for Cellphones 2017
− 5G and Beyond (Vol 1): Impact on RF Industry, from Infrastructure to Terminals
2017
− 5G and Beyond (Vol 2): RF Materials Platform, from Infrastructure to Terminals
2017
− RF Technologies for Automotive Applications 2017
− GaN and Si LDMOS Market and Technology Trends for RF Power 2017
o MANUFACTURING
− Glass Substrate Manufacturing 2017
− Equipment & Materials for Fan Out Technology 2017
− Equipment and Materials for 3D TSV Applications 2017
− Emerging Non Volatile Memories 2017*
o MEDTECH
− Status of the Microfluidics Industry 2017
− Solid State Medical Imaging 2017
− Connected Medical Devices: the Internet of Medical Things 2017
− Sensors for Medical Robotics 2017
− Artificial Organs: Market & Technology Analysis 2017
− Organs-on-a Chip 2017
o ADVANCED PACKAGING
− Advanced Substrates Overview 2017
− Status of the Advanced Packaging Industry 2017
− Fan Out Packaging: Market & Technology Trends 2017*
− 3D Business Update: Market & Technology Trends 2017*
− Advanced QFN: Market & Technology Trends 2017**
− Inspection and Metrology for Advanced Packaging Platform 2017**
− MEMS Packaging 2017
− Advanced Packaging for Memories 2017
− Advanced RF SiP for Cellphones 2017
− Power Packaging Market and Technology Trends 2017
− Embedded Die Packaging: Technologies and Markets Trends 2017
o IMAGING & OPTOELECTRONICS
− 3D Imaging & Sensing 2017
− Status of the CMOS Image Sensor Industry 2017*
− Camera Module for Consumer and Automotive Applications 2017*
− Uncooled Infrared Imaging Technology & Market Trends 2017*
− Solid State Medical Imaging 2017
o BATTERY AND ENERGY MANAGEMENT
− Status of Battery Industry for Stationary, Automotive and Consumer Applications
*2016 version still available / **To be confirmed
32©2017 | www.yole.fr | About Yole Développement
OUR 2017 REPORTS PLANNING (2/2)o POWER ELECTRONICS
− Status of Power Electronics Industry 2017*
− Silicon Power Mosfet: Market and Technology Trends 2017
− IGBT Market and Technology Trends 2017
− Power Packaging Market and Technology Trends 2017
− Power SiC 2017: Materials, Devices, and Applications*
− Power GaN 2017: Materials, Devices, and Applications*
− Materials Market Opportunities for Cellphone Thermal Management (Battery
Cooling, Fast Charging, Data Processing, Battery Cooling, etc.) 2017
− Gate Driver Market and Technology Trends 2017
− Power Management ICs Market Quarterly Update 2017
− Power Electronics for Electrical Aircraft, Rail and Buses 2017**
− Thermal Management for LED and Power 2017
o COMPOUND SEMICONDUCTORS
− Power SiC 2017: Materials, Devices, and Applications*
− Power GaN 2017: Materials, Devices, and Applications*
− GaN and Si LDMOS Market and Technology Trends for RF Power 2017
− 5G and Beyond (Vol 2): RF Materials Platform, from Infrastructure to Terminals
2017
− Bulk GaN Substrate Market 2017
o DISPLAYS
− MicroLED Displays 2017
− Display for Augmented Reality, Virtual Reality and Mixed Reality 2017
− Quantum Dots for Display Applications 2017
− Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays
− Organic Thin Film Transistor 2016: Flexible Displays and Other Applications
− Automotive Lighting 2017 - Technology, Industry and Market Trends
o SOLID STATE LIGHTING
− UV LEDs 2017 - Technology, Manufacturing and Application Trends*
− Horticultural Lighting 2017 - Technology, Industry and Market Trends
− Automotive Lighting 2017 - Technology, Industry and Market Trends*
− Active Imaging and Lidar 2017 (Vol 2) - IR Lighting**
− LED Lighting Module 2017 - Technology, Industry and Market Trends
− IR LEDs and Lasers - Technology Applications and Industry Trends 2017
− Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays
− MicroLED Displays 2017
− CSP LED Lighting Module 2017
− LED Packaging 2017
− Thermal Management for LED and Power 2017
PATENT ANALYSIS by Knowmade
− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping 2017
− Patent Licensing Companies in the Semiconductor Market - Patent Litigation
− Risk and Potential Targets 2017
− MEMS Microphone: Patent Landscape Analysis 2017
− MEMS Microphone: Knowles’ Patent Portfolio Analysis 2017
− Microbolometer: Patents Used in Products 2017
− Microfluidic Technologies for Diagnostic Applications Patent Landscape 2017
− Micropumps: Patent Landscape Analysis 2017
− GaN Technology: Top-100 IP Profiles 2017
− MicroLEDs: Patent Landscape Analysis 2017
− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping 2017
− Uncooled Infrared Imaging: Patent Landscape Analysis 2017
− 3D Monolithic Memory: Patent Landscape Analysis 2017
TEARDOWN & REVERSE COSTING by System Plus Consulting More than 60 teardowns and reverse costing analysis and cost simulation tools to be
published in 2017.*2016 version still available / **To be confirmed
33©2017 | www.yole.fr | About Yole Développement
OUR 2016 PUBLISHED REPORTS LIST (1/2)
MARKET AND TECHNOLOGY REPORTS by Yole Développement
o MEMS & SENSORS
− Gas Sensors Technology and Market 2016
− Status of the MEMs Industry 2016
− Sensors for Cellphones and Tablets 2016
− Market and Technology Trends of Inkjet Printheads 2016
− Sensors for Biometry and Recognition 2016
− Silicon Photonics 2016
o IMAGING & OPTOELECTRONICS
− Status of the CMOS Image Sensor Industry 2016
− Uncooled Infrared Imaging Technology & Market Trends 2016
− Imaging Technologies for Automotive 2016
− Sensors for Drones & Robots: Market Opportunities and Technology Evolution 2016
o MEDTECH
− BioMEMS 2016
− Point of Care Testing 2016: Application of Microfluidic Technologies
o ADVANCED PACKAGING
− Embedded Die Packaging: Technology and Market Trends 2017
− 2.5D & 3D IC TSV Interconnect for Advanced Packaging: Business Update 2016
− Fan-Out: Technologies and Market Trends 2016
− Fan-In Packaging: Business update 2016
− Status and Prospects for the Advanced Packaging Industry in China 2016
o MANUFACTURING
− Thin Wafer Processing and Dicing Equipment Market 2016
− Emerging Non Volatile Memories 2016
o COMPOUND SEMICONDUCTORS
− Power GaN 2016: Epitaxy and Devices, Applications and Technology Trends
− GaN RF Devices Market: Applications, Players, Technology and substrates 2016
− Sapphire Applications & Market 2016: from LED to Consumer Electronics
− Power SiC 2016: Materials, Devices, Modules, and Applications
o LED
− UV LED Technology, Manufacturing and Applications Trends 2016
− OLED for Lighting 2016 – Technology, Industry and Market Trends
− Automotive Lighting: Technology, Industry and Market Trends 2016
− Thermal Management Technology and Market Perspectives in Power Electronics and
LEDs 2017
− Organic Thin Film Transistor 2016: Flexible Displays and Other Applications
− Sapphire Applications & Market 2016: from LED to Consumer Electronics
− LED Packaging 2017: Market, Technology and Industry Landscape
o POWER ELECTRONICS
− Power Electronics for EV/HEV 2016: Market, Innovations and Trends
− Status of Power Electronics Industry 2016
− Passive Components Technologies and Market Trends for Power Electronics 2016
− Power SiC 2016: Materials, Devices, Modules, and Applications
− Power GaN 2016: Epitaxy and Devices, Applications, and Technology Trends
− Inverter Technologies Trends & Market Expectations 2016
− Opportunities for Power Electronics in Renewable Electricity Generation 2016
− Thermal Management Technology and Market Perspectives in Power Electronics and
LEDs 2017
− GaN RF Devices Market: Applications, Players, Technology and substrates 2016
o BATTERY AND ENERGY MANAGEMENT
− Beyond Li-ion Batteries: Present and Future Li-ion Technology Challengers 2016
− Stationary Storage and Automotive Li-ion Battery Packs 2016
− Opportunities for Power Electronics in Renewable Electricity Generation 2016
34©2017 | www.yole.fr | About Yole Développement
OUR 2016 PUBLISHED REPORTS LIST (2/2)
PATENT ANALYSIS by Knowmade
− Microbattery Patent Landscape Analysis
− Miniaturized Gas Sensors Patent Landscape Analysis
− 3D Cell Culture Technologies Patent Landscape
− Phosphors and QDs for LED Applications Patent Landscape
− TSV Stacked Memory Patent Landscape
− Fan-Out Wafer Level Packaging Patent Landscape Analysis
TEARDOWN & REVERSE COSTING by System Plus Consulting More than 45 teardowns and reverse costing analysis and cost simulation tools published
in 2016.
MORE INFORMATION
o All the published reports from the Yole Group of Companies are available on our website
www.i-Micronews.com.
o Ask for our Bundle and Annual Subscription offers: With our bundle offer, you choose the
number of reports you are interested in and select the related offer. You then have up 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).
35©2017 | www.yole.fr | About Yole Développement
MICRONEWS MEDIA
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36©2017 | www.yole.fr | About Yole Développement
CONTACT INFORMATION
o CONSULTING AND SPECIFIC ANALYSIS
• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: [email protected] – +1 31 06 008 267
• Japan & Rest of Asia: Takashi Onozawa, General Manager, Asia Business DevelopmentEmail: [email protected] - +81 3 4405 9204
• Greater China: Mavis Wang, Director of Greater China Business DevelopmentEmail: [email protected] - +886 979 336 809
• RoW: Jean-Christophe Eloy, CEO & President, Yole DéveloppementEmail [email protected] - +33 4 72 83 01 80
o REPORT BUSINESS
• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: [email protected] – +1 31 06 008 267
• Europe: Lizzie Levenez, EMEA Business Development ManagerEmail: [email protected] - +49 15 123 544 182
• Rest of Asia: Takashi Onozawa, General Manager, Asia Business DevelopmentEmail: [email protected] - +81 3 4405 9204
• Japan & Asia: Miho Othake, Account ManagerEmail: [email protected] - +81 3 4405 9204
• Greater China: Mavis Wang, Director of Greater China Business DevelopmentEmail: [email protected] - +886 979 336 809
o FINANCIAL SERVICES
• Jean-Christophe Eloy, CEO & PresidentEmail: [email protected] - +33 4 72 83 01 80
o GENERAL
• Public Relations: [email protected] - +33 4 72 83 01 89
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