IR LEDS and VCSELs - Technology, Applications and Industry Trends - 2017 Report by Yole Developpement

From Technologies to Market
Sample
CourtesyofJoanieLemercier
IR LEDs and
VCSELs -
Technology,
Application and
IndustryTrends

2
A better
comprehension
of forces driving
the IR light
source market,
technology and
industry!
At short,
middle… but
also long term!
• UNDERSTAND GLOBAL LANDSCAPE RELATEDTO IR LEDS AND LASERS!
• REVIEW ALL APPLICATIONS OF IR LEDS AND LASERS, WITH INSIGHTS ON PRINCIPLE,
TECHNOLOGY,TECHNICAL REQUIREMENTS,TRENDS, KEY PLAYERS (…)!
• Detailed technical and market analysis of IR LED and laser applications, with in-depth analysis of
emerging applications!
• ANALYZE IR LED AND LASER LIGHT SOURCES (TECHNOLOGY, INDUSTRY...), AND THEIR
INTEGRATION INTO SENSORS / MODULES!
• ANALYZE IR LIGHT SOURCES MARKET FORECAST (2010 - 2022), WITH INSIGHTS ON 2023 -
2027 TREND!
• Detailed analysis per light source (IR LEDs and IR lasers)!
• ANALYZE IR SYSTEMS ROADMAP AND IMPACTS ON IR LIGHT SOURCE MARKET AND
INDUSTRY!
OBJECTIVES OFTHE REPORT
©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE

3
REPORT METHODOLOGY
Market segmentation methodology
Market forecast methodology

4
REPORT METHODOLOGY
Technology analysis methodology Information collection

5
o OBJECTIVES OF THE REPORT P5
o AUTHORS OF THE REPORT P6
o GLOSSARY P7
o EXECUTIVE SUMMARY P8
o STATUS OF THE LED INDUSTRY AND RECENT TRENDS P40
• Status of the LED industry
• History of the visible LED industry
• Market landscape
• Industrial landscape
• Key highlights
• 2015 & 2016 in a nutshell
• Future trends
• LED market trends
• Displays
• General lighting
• Recent trends in the LED industry
• Overview
• Application diversification - Automotive lighting
• Product diversification (Level 2) - UV LEDs
• Conclusion
o PRELIMINARY DEFINITIONS AND PRINCIPLES P54
• IR laser diodes - Taxonomy used in the report
• Incoherent light vs. Coherent light
• Modulation of light
• Structured light
• Time of Flight (ToF)
• Introduction
• 3D time-of-flight arrays
• Trends
• Shutter - Global shutter vs. Rolling shutter
o IR LED / LASER LANDSCAPE P65
• From IR lamps to IR LEDs / lasers
• Classification of IR wavelengths
• Overview of IR light sources
• IR lamps - Overview of applications
• IR LEDs / lasers - Definition & History
• IR lamps vs. IR LEDs / lasers - From new light sources to new applications
• Timeline of applications for IR LEDs / lasers
• Classification of IR LED / laser applications
• Classification by wavelength - Global analysis
• Classification by wavelength and market segment - Focus on NIR
• Classification by function
• Introduction
• Segmentation matrix
• Global analysis
• Focus on Detection
• Classification by light source
• Classification by package type
o IR LED / LASER MARKET P86
• Synthesis by application
• IR light source (LED and Laser Diode) market
• Market volume (Munits)
• Split by application
• Relative share by application
• Market revenue ($M)
• Split by application
• Relative share by application
• Market volume (Munits) and revenue ($M) - Split by wavelength
• Market volume (Munits) and revenue ($M) - Split by light source
• Market shares by light source - 2017 vs. 2022
TABLE OF CONTENT (1/3)

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o IR LED / LASER MARKET P86
• IR LED market
• Market volume (Munits) - Split by application
• Market revenue ($M) - Split by application
• Market volume (Munits) and revenue ($M) - Split by package power
• Market volume (Munits) and revenue ($M) - Split by package type
• IR laser diode market
• Market volume (Munits) and revenue ($M) - Split by application
• Market volume (Munits) and revenue ($M) - Split by laser type
• 10 years trend
• 2017 - 2022 growth trends for high volume applications
• 2017 - 2022 growth trends for high revenue applications
• 2017 - 2022 relative growth of major applications
• New applications
• 2017 - 2027 IR light source (LED and laser diode) market revenue trend
o IR LED / LASER APPLICATIONS P119
• Introduction
• High value applications vs. Low value applications
• The case of optical communication
• High value applications (1/2)
• Horticultural lighting
• Proximity sensors
• Blood Pressure sensors
• Blood Glucose monitors
• LIDAR
• Autofocus systems
• Gas sensors
• Surveillance cameras
• Biometric sensors / Vein recognition
• Biometric sensors / Iris Recognition
• Biometric sensors / Face recognition
• Number plate recognition systems
• High value applications (2/2)
• Night vision systems
• Driver monitoring systems
• Eye tracking systems
• Gesture recognition systems
• Machine vision systems
• Spectroscopy systems
• 3D cameras / imaging
• Low value applications
• Remote control
• Movie pirating
• Tilt sensors
• Blind spot sensors
• Traffic pre-emption systems
• Smoke detectors
• Photo interrupters
• Pulse oximeters
• Heart rate sensors
• Adaptive cruise control systems
• Rain sensors
• Lane departure warning systems
• Touch screen displays
• Occupancy sensors
o IR SYSTEMS ROADMAP P226
• Smartphone
• IR LED / IR laser systems and players in smartphones
• Roadmap - Increasing functionalities in smartphones
• Roadmap - Evolution of sensors in smartphones
• Future of smartphones - 3D camera / Iris & Gesture recognition / Spectroscopy

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o IR SYSTEMS ROADMAP P226
• Automotive
• IR LED / IR laser systems and players in automotive
• Roadmap - Increasing functionalities in automotive
• Future of automotive - 3D camera / Iris recognition / Gesture recognition
• Gas sensing
• IR LED / IR laser systems in gas sensors (1/2)
• Roadmap - Technology for portable system - MOS vs. NDIR
• Roadmap - Miniaturization aspects - Case of eLichens Optical MEMS sensors
• Future of gas sensing - Reduced power consumption / Increased lifetime / (…)
• 3D imaging / sensing
• Consumer - Overview of front 3D ToF camera opportunities
• Consumer - 3D ToF for video call and morphing
• Consumer - 3D ToF imaging for biometry
• Consumer - Google Tango project (1/2)
• Consumer - Application using structured light principle
• Roadmap - Consumer - Comparison of 3D imaging technologies
• Roadmap - Medical - Optical Coherence Tomography (OCT) (1/2)
• Future of 3D imaging / sensing
o IR LED / LASER LIGHT SOURCES P255
• IR LEDs
• Introduction - Status of the LED industry
• Key manufacturers
• Manufacturing process
• Focus on substrate and active layer
• Focus on epitaxy / chip manufacturing
• Focus on packaging
• Key challenges
• IR laser diodes
• EEL and SEL / VCSEL compared to LED
• Key manufacturers
• Key challenges
o INTEGRATION OF IR SOURCES IN PACKAGE P270
• Technology trends
• From optoelectronic to photonic
• Two different paths in integration - Smarter or smaller?
• System development - Complexity vs. Miniaturization
• Focus on smartphones
• Global trend
• Evolution of sensors quantity (2007 vs. 2021)
• Sensor fusion
• The case of proximity sensor
• The case of camera
• Focus on automotive
• Global trend
• Sensor fusion
• The case of autonomous vehicle
• Case studies
• Fujitsu Arrows NX F-04G iris authentication system
• Intel RealSense 3D camera module
• STMicroelectronics IR laser projector
• Lenovo Phab2Pro 3D Time of Flight (ToF) camera
• STMicroelectronics ToF proximity sensor in the Apple iPhone 7 Plus
• Consumer Physics SCiO spectrometer
• Industry trends
• Status of the (IR) photonic industry
• Key recent moves in the IR photonic industry
• Strategies behind
• The current positioning within the industry
• 2022 business opportunities - The case of 3D imaging in consumer and mobile
o CONCLUSION P297
o PRESENTATION OF YOLE DEVELOPPEMENT P300

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Pars MUKISH (Business Unit Manager - Solid State Lighting & Display -Yole Développement)
• Pars MUKISH holds a master’s degree in Materials Science & Polymers from ITECH in France and a master’s degree in
Innovation & Technology Management from EM Lyon, also in France. He works at Yole Développement, the "More than Moore"
market research and strategy consulting company, as Senior Market and Technology Analyst in the fields of LED, OLED, Lighting
Technologies, and Displays, carrying out technical, economic, and marketing analyses. In 2015, Pars was named Business Unit
Manager for Solid State Lighting and Display activities.
• Previously, he worked as Marketing Analyst andTechno-Economic Analyst for several years at CEA, a French research center.
Pierrick BOULAY (Market &Technology Analyst - LED/OLED and Lighting Systems -Yole Développement)
• Pierrick BOULAY works as a Market and Technology Analyst in the fields of LED, OLED, and Lighting Systems, carrying out
technical, economic, and marketing analysis at Yole Développement, the "More than Moore" market research and strategy
consulting company. He has experience in LED lighting, including general and automotive lighting, and OLED lighting.
• Prior to Yole Développement, Pierrick worked in several R&D departments for LED lighting applications. He holds a master’s
degree in Electronics from ESEO in France.
AUTHORS OFTHE REPORT

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Overview
RECENT TRENDS IN THE LED INDUSTRY
• General Lighting is no more a BLUE OCEAN due to strong price pressure and intense competition!
• In this depressed environment, several players have therefore decided to develop new strategies in order to differentiate from
mainstream players and reap higher margin levels (through new relays of growth):
• As a consequence, most of the players of the industry are looking at new relay of growth and with different strategies:
• Product diversification (level 1) - What is beyond traditional package?
Towards new package types: chip on board (COB) LEDs, LED Filaments, flip chip (FC) LEDs and chip-scale package (CSP) LEDs.
• Application diversification - What is out of general lighting and display applications?
Towards niche applications: automotive lighting, horticultural lighting (…).
• Other players are developing totally disruptive strategies for new growth relays:
• Product diversification (level 2) - What is beyond visible LED?
Towards non-visible LEDs: UV LEDs and IR LEDs.
• Vertical integration - What is beyond visible LED chip and package?
Towards LED modules and LED system.
• Activity diversification - What is beyond LED?
 Toward Power Electronics.
• In this field, MicroLEDs are also a hot topic following Apple’s acquisition of Luxvue.
New relays of
growth are
required for LED
manufacturers to
survive.
Players already
looking at what is
beyond visible
LED (UV LED, IR
LED…) and even
what is beyond
LED (Power
Electronics…).

11
Timeline of applications for IR LEDs / lasers
LANDSCAPE - FROM IR LAMPS TO IR LEDS / LASERS
• First developed applications were simple applications combining an IR LED and a photodetector to produce an "ON" or "OFF"
output signal like photo interrupters or smoke detectors.
• Other applications like LIDAR were developed using laser source for aero spatial and military applications. It took years to see this
application developed for consumer applications.
• The first big consumer applications using IR LED was the remote control one (in the 1980s), followed by surveillance
camera with night vision (in the 1990s - following the development of image sensors).
• Nowadays, development of new / smart functionalities in smartphone, medical, automotive (…) and development of
breakthrough devices / functions (i.e.: wearable, AR /VR) is driving IR LED / lasers towards new applications.
Strong market
pull for IR LEDs /
lasers!
Recent
development of
new /
breakthrough
applications /
functionalities is
driving the
integration of IR
light sources.
2010 and more1970 1980 1990 20001960
1961: Creation of
IR LED
1962: Creation of
IR laser
Timeline of
development
• Remote controls
• IR touch screen
displays
• Surveillance
camera with
night vision
• Adaptive cruise
control (ACC)
systems
• Automatic
number plate
recognition
systems
• Proximity
sensors
• Lane departure
warning systems
• Blind spot
detectors
• Laser autofocus
systems
• Eye tracking
• Gesture
recognition
systems
• Occupancy
detectors
• Driver
monitoring
systems
• (…)
• Photo interrupters
• Smoke detectors
• Pulse oximeters
• Traffic pre-
emption systems
TOWARD HIGH
VOLUME
APPLICATIONS
Timeline represent first R&D toward these applications

12
Classification by function - Global analysis
LANDSCAPE - CLASSIFICATION OF IR LED / LASER APPLICATIONS
DATATRANSFER EMISSION DETECTION
SENSING IMAGING
• Optical Communication • Remote Control (i.e.:
emitter side)
• XX
• Movie Pirating
• Proximity Sensor
• XX
• XX
• Traffic Pre-Emption Syst.
• XX
• XX
• Pulse Oximeter
• XX
• Blood Pressure Sensor
• XX
• XX
• XX
• LDW System
• XX
• XX
• XX
• Gas Sensor
• Surveillance Camera
• XX
• XX
• Biometric Sensor / Face
Recognition
• XX
• Occupancy Sensor
• XX
• Driver Monitoring Syst.
• XX
• XX
• XX
• XX
• XX
Applications:
Sub-functions:
Functions:

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IR LED / LASER MARKET - SYNTHESIS BY APPLICATION (4/5)
Application IR Light Function
IR Light
Source
Wavelength
Development
Status
2017 IR Light
Source Market
2022 IR Light
Source Market
CAGR
2017-2022
Key Players1 Comments
Biometric
Sensors - Vein
Recognition
To use vascular
patterns as
identification data
IR LED 760nm XX $XXM $XXM +40.5% Hitachi, XX (…) XX
Biometric
Sensors - Iris
Recognition
To use patterns of
the iris as
identification data
IR LED
XXnm and
XXnm, or
XXnm only
Commercialized $XXM $XXM +XX%
Fujitsu, XX, XX,
XX (…) Iris recognition and face recognition are
likely to be integrated in the same device
(using same IR light) for volume
applications (such as smartphones), and
with development of mobile payments
Biometric
Sensors - Face
Recognition
To use patterns of
the face as
identification data
XX, Suprema, XX
(…)
Number Plate
Recognition
Systems
To automatically
identify number
plates
IR LED
850nm or
940nm
Commercialized $0.7M $1.7M +20.1%
XX, Pelco ,
XX(…)
Fast growth in US and China -
Moderated growth in Europe which is
more mature (i.e.: technology already
adopted since a long time)
Occupancy
Sensors
To detect and classify
seat occupant
XX
XX
XXnm R&D No Market $XXM (Total) NA Hamamatsu (…) XX
Night Vision
Systems
To enable low light
or night vision
IR LED
IR EEL
XXnm Commercialized $XXM $XXM +4.5% XX, Autoliv (…)
FIR is preferred nowadays - Fusion with
NIR was introduced, allowing for
detection of pedestrian - But this could
be replaced by LIDAR
Driver Monitoring
Systems
To enables gaze
target recognition,
drowsiness
classification (…)
IR LED
XXnm or
XXnm
Commercialized $XXM $XXM +4.8%
Morpho, XX,
Harman (…)
Today, mostly used for DFW and sell as
high-end option - Fast growth expected
with the development of autonomous
cars
1. Sensor / Module / System Level ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE

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IR blasters in smartphones, tablets and smartwatches
REMOTE CONTROL
IR Blaster
Smartphones Tablets Smartwatch
• Samsung Gear
• Samsung Gear 2
Samsung Gear 2 with WatchON
Remote application
(Source: Samsung)
• Samsung - Galaxy
S6
• LG - G5
• HTC - One M9+
• ZTE - Nubia Z11
• Oppo - Mirror 5s
• Sony - Xperia Z
• Honor - 8
• Huawei - P9 plus
• Xiaomi - Max
• Ulefone - Power
• Lenovo - Vibe X3
• Panasonic - P55
Novo
• Letv - LeMax
Oppo smartphone with remote application
(Source: Oppo)
• Motorola -
Xyboard
• Sony - Xperia Z2
Tablet
• Samsung - Galaxy
Tab 4 7.0
• LG - G Pad X 8.0
• Medion - Lifetab
• Mobicel - Cherry
LG G Pad with remote control application
(Source: LG)
EMISSION

15
Characteristics:
• This application uses IR LEDs with a peak sensitivity wavelength at 940nm.
• As proximity sensor are used in smartphones, proximity sensor manufacturers need to use low profile
IR LEDs.
• Thickness of IR LED is ~1mm.
• Radiant intensity is low (~2mW/sr) because the user will be detected at a few centimeters from the
smartphone.
• This technology is low cost and has a low power consumption (10 - 50mA).
Trends:
• Smartphone integrate different types of sensors, such as:
• An Ambient Light Sensor (ALS) to automatically adjust backlight of the screen.
• A proximity sensor to turn off the display.
• A RGB sensor that have the ability to sense each RGB component of light.
• Current trend is to include more functions in a single package to decrease total OEM integration
process and cost, and decrease the form factor of the sensor (Toward Sensor Fusion).
• Today, most of the products have a 2-in-1 or a 3-in-1 package.
• New development would include other functions in this package like gesture detection (…).
• Such trend (i.e.: sensor fusion) will also push for VCSEL technology to have proximity sensing +
gesture recognition functions for example (…).
• Some proximity sensors already integrate an IRVCSEL in commercial products.
Analysis (3/3)
PROXIMITY SENSORS
Discrete sensor
ALS/proximity sensor
2-in-1 sensor
ALS + proximity sensor
OR
Proximity sensor + LED
3-in-1 sensor or
« module »
ALS + proximity
sensor + IR LED
DETECTION /
SENSING
PHOTODIODE

16
Synthesis (description, requirements, market insights…)
BLOOD GLUCOSE MONITORS
DESCRIPTION:
• Blood glucose monitors are used to measure the amount of glucose in blood, especially for patients
with symptoms of abnormally high (hyperglycaemia) or low (hypoglycaemia) blood glucose levels.
ASSOCIATED COMPONENTS:
• Photodiode
• Data processing
MARKET INSIGHTS:
• Development status: XX - XX
• Competitive technologies: Invasive glucometer with a blood
drop
• Cost aspects: Non Available
• Challenges:To provide an accurate and reliable measurement.
• Trends: Emerging - Allow for non-invasive sensing - Research are
focused on non invasive methods - Not adapted yet to clinical
settings
PLAYERS:
• Cnoga Medical (…)
IR LIGHT SOURCETYPE:
• IR LED
MARKET FORECAST:
• 2017 IR Light Source Market: $XXM
• 2022 IR Light Source Market: $XXM
• CAGR 2017-2022: +171%
TECHNICAL REQUIREMENTS:
• Wavelength: XXnm (NIR)
• Optic: Narrow beam angle
• Other: XX
DETECTION /
SENSING
PHOTODIODE +
DATA PROCESSING

17
Total market revenue ($M) - Split by application (1/2)
IR LIGHT SOURCE MARKET (LED AND LASER DIODE)
IR light source
market is
expected to
grow from
~$XXM in 2017
to ~$XXM in
2022!
CAGR 2017 -
2022 = 19%

18
2017 - 2022 relative growth of major applications
10YEARS TREND
Some applications
will generate large
revenues and strong
growth rates during
the next 5 years…
But some others
(like XX, XX or
XX) are just
emerging and
expected to boom
in the next 10
years.
MARKETTHAT WILL BOOM DURINGTHE
2022 - 2027 PERIOD
Market that will boom
during the 2017 - 2022
period
2022
Market
($M)
CAGR 2017-2022

19
IR LED / IR laser systems and players in smartphones
IR SYSTEMS ROADMAP - SMARTPHONE
XX and 3D
imaging
represent the
next value
proposition in
smartphones.
INTERFACE
SECURITY
ENVIRONMENT
OPTICAL
XX
AUTOFOCUS
XX
EYE / IRIS
RECOGNITION
XX
PROXIMITY SENSOR
XX

20
Roadmap - Increasing functionalities in smartphones
IR SYSTEMS ROADMAP - SMARTPHONE
• Since few years, many functionalities using IR light sources were developed in smartphones.
• Applications are no longer basic like proximity sensor using a simple photodetector combined with an IR LED. New
applications are more complex now using data processing and new light sources like laser diode and / orVCSEL.
©2017 | www.yole.fr | IR LEDs and Lasers | SAMPLE
A proliferation
of functions
using different
type of IR based
sensors.
Screen Turn Off (during phone call)
XX & XX
PROXIMITY
SENSOR
XX
XX
XX
3D CAMERA
XX
XX
XX
XX
Enhanced Communication
Gaming & 3D Avatar
Gas Detect.LEGEND:
Market introduction Market acceptance
XX

21
Future of 3D imaging / sensing
IR SYSTEMS ROADMAP - 3D IMAGING / SENSING
Towards the
increasing
importance of
the tandem:
Sensor +
Illumination!
And several
opportunities
have not yet
emerged for XX.
1960 2000 2020 2030 2035
Technology
X
Market footprint
5 years10 years20 years40 years
2D imaging
luminance 3D imaging
depth
beyond
Visible &
NIR
Time of flight XX XX
Acceleration -The speed of “technology change” doubles every technology shift
Active sensing requiring structured light orToF sensor!
There’s a huge need for IR illumination working closely with the sensor!
Stereo XX Event-based Hyperspectral
XX and XX
imaging
should create
more
opportunities
for IR
illumination!
Opportunities
not existing
yet!

22
Two different paths in integration - Smarter or smaller?
INTEGRATION OF IR SOURCES IN PACKAGE - TRENDS
• As mentioned previously, there is an increasing market interest for photonic devices, sensors and modules in a wide range
of applications (including consumer, automotive, medical and industrial).
• For example, LIDARs are becoming essential elements for autonomous driving, non-dispersive IR sensors are enabling high
sensitivity gas detection in portable applications, Time of Flight (ToF) technologies make gesture recognition possible (…).
• All these technologies have in common the fact that they combine in a single package a light source (LED, laser diode…), a
detector and a data processing unit.
• While some companies focus on developing smaller and smaller devices (i.e.: miniaturization trend), others prefer to go into
another direction  Integrating more functions in the package or module.
• Winners are the ones who will be able to merge both approaches  More functions in a reduced package / module!Smarter or
smaller? Two
different paths
in integration.
Strategies in the optical
sensor industry
SMALLER
SMARTER
SWEET SPOT!
Note that ams has acquired Heptagon in 2016
to get access to “light management”
competences and become “smarter” in optical
sensing.Also, in 2017, ams has acquired
Princeton Optronics (VCSEL manufacturers) to
get access to “light source” competences and
is now “fully” integrated.

23
System development - Complexity vs. Miniaturization
Smartphone and
automotive
applications need
more and more
complex and
miniaturized
systems!
XX and XX are
also driving this
trend!
BASIC / DUMB
LOW
MINIATURIZATION
ANPR
Movie Pirating
Remote Controls
Surveillance
Cameras
Horticulture
Lighting
TOWARD XX AND XX APPLICATIONS
Time
Applications driven by XX at the sensor /
module level
Basic applications requiring few
development at the sensor / module level
Applications driven by XX at the sensor /
module level

24
Fujitsu Arrows NX F-04G iris authentication system
INTEGRATION OF IR SOURCES IN PACKAGE - CASE STUDIES
Fujitsu Arrows
NX F-04G 
The first
smartphone
with iris
recognition
function!
IR LED cross section
(Source: System Plus
Consulting)
IR camera module
cross section
(Source: System Plus
Consulting)

25
Current companies’ positioning within the industry (non exhaustive)
Each player will
have to find its
position, added-
value and
related product
portfolio /
structure!
1. But no offer yet!
PositioningIllumination
Sensor /
Detector
Packaging
Data
Processing
Optic
FULLY INTEGRATED - No offer yet
ams
STMicro. STMicrolectronics
Sony
Largan
EM Marin
Goertek
Epistar
Hamamatsu
HETEROGENEOUS INTEGRATOR
Jabil
FULL SOLUTION PROVIDER
SENSOR / MODULE PROVIDER
SPECIALIST

26
2022 business opportunities - The case of 3D imaging in consumer and mobile
Consumer
ecosystem for
3D imaging and
sensing
XX
Optical Lens
Software
3D Camera Module
~$XXB opportunity
in 2022
Illumination
~$XXB opportunity
in 2022
~$XXB opportunity
in 2022
XX
~$XXB opportunity
in 2022

27
RELATED REPORTS
Discover more related reports within our bundles here.

The market for LED and laser infra-red (IR)
light sources is not new, but has evolved
rapidly with the recent development of Solid
State Lighting (SSL). Initially developed for
optical communication applications, these
technologies, mostly IR LEDs, started to be
integrated into consumer applications like
remote controls in the 1980s. Next, the
market was driven forward by night vision
applications such as surveillance cameras.
But it’s only recently, with the development
of smartphones, that IR LEDs and lasers have
come back to prominence. And now, the
market is set for growth for the next 10 years!
Today, these technologies are part of a
new revolution, still driven by smartphone
applications. Integration of breakthrough
functionalities such as 3D imaging, autofocus,
iris and face recognition is triggering a strong
market pull for efficient, miniaturized and
complex IR illumination. This trend will also
create strong market opportunities for IR
lasers, mostly VCSELs, which allow more
coherent and directional light than IR LEDs.
In this context, we expect the IR light source
market to grow from around $450M in 2016
to around $1,550M in 2022 at a compound
annual growth rate of 22.7%.
In addition, there are also several other
applications that are emerging and for which
a market boom is likely to happen in the next
10 years. These include gas sensors, LIDARs,
driver monitoring systems and remote patient
monitoring sensors. We expect this second
wave of new applications to propel the IR light
source market to around $3,800M in 2027.
This report provides an in-depth analysis of
all IR light source applications, including: basic
principles, technology, trends, key players, and
market size. It highlights the global landscape
for IR light sources, including classification of
applications by wavelength, market segment
and function. Detailed market forecasts are
given based on these classifications and with
complementary analysis by light source for LEDs,
edge-emitting lasers and VCSELs. Please note
that optical communication applications are not
analyzed in this report.
IR LEDS AND VCSELs - TECHNOLOGY, APPLICATIONS
AND INDUSTRY TRENDS
Market & Technology report - April 2017
INFRA-RED LIGHT SOURCES: A $1.5B OPPORTUNITY IN 2022 – AND
POTENTIALLY $3.8B IN 2027 – DRIVEN BY SEVERAL NEW APPLICATIONS
3D imaging, gas sensing and autofocus will fuel the IR light source market to reach US$3.8B in 2027.
KEY FEATURES OF THE REPORT
Get the sample of the report
on www.i-Micronews.com
• Detailed technical and market
analysis of IR LED and laser
applications, with in-depth analysis
of emerging applications
• Analysis of IR system roadmap
• Analysis of IR LED and laser light
sources including the technology
and industry, and their integration
into sensors and modules
• IR LED and laser market forecast
from 2010-2022, with insights on
trends for 2023-2027
OBJECTIVES OF THE REPORT
The objectives of the report are to:
• Understand the overall landscape
related to IR LEDs and lasers
• Review all applications of IR LEDs
and lasers, with insights into basic
principles, technology, technical
requirements, trends and key players
• Analyze the IR system roadmap and
its impacts on IR light source market
volume and revenue
• Analyze technology and industrial
trends related to integration of
IR illumination into sensors and
modules
(Yole Développement,April 2017)
2017 to 2027 IR light source market forecast ($M)
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
Other applications
2023-2027 trends
Surveillance
cameras
Machine vision
systems
Proximity sensors
Emerging
applications
(3D cameras,
autofocus systems,
gas sensors…)
0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
• 3D Imaging and Sensing 2017
• Gas Sensor Technology and Market
2016
• Sensors for Cellphones and Tablets 2016
• Sensors and Data Management for
Autonomous Vehicles 2015
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VCSEL TECHNOLOGY WILL BE AT THE HEART OF THE INDUSTRY IN COMING YEARS
In a depressed visible LED industry,
manufacturers are looking at new
opportunities to increase their revenues and
margins. In this context, the IR LED market is
perceived as a potential new ‘blue ocean’ with
attractive opportunities for those players. In
the past, only a handful of companies were
involved in IR LEDs but, as of Q1 2017, there

IR LEDS AND VCSELs - TECHNOLOGY,APPLICATIONS AND INDUSTRY TRENDS
EVERYTHING IS HAPPENING IN PHOTONIC PACKAGING! WE ARE AT THE EVE OF
AN INDUSTRIAL RESTRUCTURING...
For a few years there has been an increasing interest
in photonic devices, sensors and modules including
systems with IR illumination in a wide range of
applications such as consumer, automotive and
medical. However, photonic is radically different
from electronic when it comes to packaging and
integration, and has its own challenges.
Today, there is no “structured” photonic supply
chain or industry, and different strategies are
starting to emerge to catch the maximum value of
this high potential market. Should there be smarter
devices? Smaller devices? This will soon be a multi-
billion dollar industry. And, depending on current
positioning and attraction toward this emerging
market, each player may have different strategies
to capitalise on it. For example, ams, through the
acquisition of Heptagon and Princeton Optronics,
is now fully vertically integrated. Recent rumors
that STMicroelectronics’s single photon avalanche
diode (SPAD) imager is likely to be linked to the
iPhone 8 highlights that the company is enforcing
its position of heterogeneous integrator as no clear
standard approach or technology has emerged yet.
Some players like the optics supplier Largan are
betting on specialization.
Who will develop the right strategy? It’s too
early to know. However, what is sure is that the
industry is evolving. And those who don’t adapt
accordingly might not be around to enjoy its
lucrative-looking future.
This report analyzes integration of IR light sources
into sensors and modules, detailing technology and
industry trends based on case studies.
are more than 40 manufacturers. Osram and
Vishay still lead the field but some players, like
Everlight or Epistar, have made large investments
to benefit from this opportunity.
While LEDs are important, VCSEL technology is
the really hot topic. IR LEDs represented around
65% of the IR light source market in 2016, but
this figure is likely to decrease to 45% in 2022.
Development of 3D cameras and autofocus
applications, associated with the sensor fusion
trend in smartphones and automotive, will
strongly drive growth of the IR VCSEL market
in the future. The main advantage of this
emerging technology is that it represents a good
compromise between traditional laser diodes,
providing coherent and directional light, and IR
LEDs, offering lower manufacturing cost and ease
of integration. Additionally, IR VCSELs allow new
sensing approaches, such as Time of Flight (ToF).
In this context, the IR VCSEL industry will be at
the center of the attention and should experience
strong growth in coming years. It is also likely
that some players will work on both IR LEDs and
lasers to maximize their revenues.
Opportunities for both technologies will also
be dependent on developments to overcome
current limitations, towards longer wavelengths,
higher performance, multi-spectral functionality
and lower cost. Typically, most current IR LEDs
are in the 850nm or 940nm range. To enable
emerging applications such as gas sensors or
portable/integrated spectroscopy systems,
longer wavelengths will be mandatory.
Last but not least, integration of these light sources
into sensors and modules will also be part of the
challenge to be handled by the photonic industry.
This report presents an analysis of IR LEDs and
VCSELs, including a map of manufacturers, insights
on manufacturing processes and technology, current
limitations and challenges. It also describes IR
system roadmaps in key markets segment such as
smartphones and automotive.
IR light sources market shares - 2016 vs 2022
Current positioning of some players in the photonic industry
IR LED
45%
EEL
7%
VCSEL
48%
2022 IR light sources market shares
IR LED
65%
EEL
14%
VCSEL
21%
2016 IR light sources market shares
Over a total market size of $450M Over a total market size of $1,550M
PositioningIllumination
Sensor /
Detector
Packaging
Data
Processing
Optic
FULLY INTEGRATED - No offer yet
ams
STMicro . STMicrolectronics
Sony
Largan
EM Marin
Goertek
Osram
Hamamatsu
HETEROGENEOUS INTEGRATOR
Jabil
FULL SOLUTION PROVIDER
SENSOR / MODULE PROVIDER
SPECIALISTEach player will have
to find its position and
product portfolio /
structure!
COMPANIES CITED IN THE REPORT (non exhaustive list)
Alpha Sense, ams, Apple, Autoliv, Avago, Bosch, Bridgelux, Cambridge CMOS Sensor, Chronocam, Coherent,
Continental, Delta ID, Epistar, Everlight, Excelitas, Finisar, Fujitsu, GSS, Hamamatsu, Harman, Hella, Heptagon,
Hitachi, Infineon, Intel, IPG Photonic, Iritech, LG, Luminus Devices, Morpho, Nonin, Omnivision, Osram,
Panasonic, Philips Photonic, pmd, Primesense, Princeton Optronics, Quanergy, Rohm, Samsung, Sharp, SMI
Vision, SoftKinetic, Sony, STMicroelectronics, Stanley, Sumitomo Electric, Tobii, Valeo, Velodyne, Vishay...

Find more
details about
this report here:
MARKET TECHNOLOGY REPORT

Status of the LED industry and recent trends 40
Status of the LED industry
- History of the visible LED industry
- 2015 and 2016 in a nutshell
- Future trends
- LED market trends
Recent trends in the LED industry
- Application diversification - Automotive lighting
- Product diversification - UV LEDs
Preliminary definitions and principles 54
IR laser diodes - Taxonomy used in the report
Incoherent light vs. Coherent light
Modulation of light
Structured light
Time of Flight (ToF)
- 3D time-of-flight arrays
- Trends
Shutter - Global shutter vs. Rolling shutter
IR LED/Laser landscape 65
From IR lamps to IR LEDs/lasers
- Classification of IR wavelengths
- Overview of IR light sources
- IR lamps - Overview of applications
- IR LEDs/lasers - Definition and history
- IR lamps vs. IR LEDs/lasers - From new light
sources to new applications
- Timeline of applications for IR LEDs/lasers
Classification of IR LED/laser applications
- Classification by wavelength - Overall
analysis
- Classification by wavelength and market
segment - Focus on NIR
- Classification by function
- Classification by light source
- Classification by package type
IR LED/Laser Market 86
Synthesis by application
IR LED and laser diode market
- Market volume (Munits)
- Market revenue ($M)
- Market volume (Munits) and revenue ($M) -
Split by wavelength and by light source
- Market shares by light source - 2017 vs. 2022
IR LED market
- Market volume (Munits and $M) - By application
Split by package power and package type
IR laser diode market
Split by application and by laser type
10-year trend
- 2017-2022 growth trends for high volume
applications
- 2017-2022 relative growth of major
applications
- New applications
- 2017-2027 IR LED and laser diode market
revenue trend
IR LED/laser applications 119
Introduction
- High value applications vs. Low value
applications
- The case of optical communication
High value applications
- Horticultural lighting
- Proximity sensors
- Blood pressure sensors
- Blood glucose monitors
- LIDAR
- Autofocus systems
- Gas sensors
- Surveillance cameras
- Biometric sensors: Vein recognition
- Biometric sensors: Iris recognition
- Biometric sensors: Face recognition
- Number plate recognition systems
- Night vision systems
- Driver monitoring systems
- Eye tracking systems
- Gesture recognition systems
- Machine vision systems
- Spectroscopy systems
- 3D cameras and imaging
Low value applications
- Remote control
- Movie pirating prevention
- Tilt sensors
- Blind spot sensors
- Traffic pre-emption systems
- Smoke detectors
- Photo interrupters
- Pulse oximeters
- Heart rate sensors
- Adaptive cruise control systems
- Rain sensors
- Lane departure warning systems
- Touch screen displays
- Occupancy sensors
IR systems roadmap 226
Smartphones
- IR LED/IR laser systems and players
- Roadmap - Increasing functionality in
smartphones
- Roadmap - Evolution of sensors in smartphones
- Future of smartphones - 3D camera/Iris and
Gesture recognition/Spectroscopy
Automotive
- IR LED/IR laser systems and players
- Roadmap - Increasing functionality in
automotive
- Future of automotive - 3D camera/Iris
recognition/Gesture recognition
Gas sensing
- IR LED/IR laser systems in gas sensors
- Roadmap - Technology for portable system -
MOS vs. NDIR
- Roadmap - Miniaturization aspects - Case of
eLichens Optical MEMS sensors
- Future of gas sensing - Reduced power
consumption/Increased lifetime
3D imaging and sensing
- Consumer - Overview of front 3D ToF
camera opportunities
- Consumer - 3D ToF for video call and
morphing
- Consumer - 3D ToF imaging for biometry
- Consumer - Google Tango project
- Consumer - Application using structured
light principle
- Roadmap - Consumer - Comparison of 3D
imaging technologies
- Roadmap - Medical - Optical Coherence
Tomography (OCT)
- Future of 3D imaging and sensing
IR LED and laser light sources 255
IR LEDs
- Key manufacturers
- Manufacturing process
- Key challenges
IR laser diodes
- EEL and SEL/VCSEL compared to LEDs
- Key manufacturers
- Key challenges
Integration of IR sources in packages 270
Technology trends
- From optoelectronic to photonic
- Two different paths in integration - Smarter
or smaller?
- System development - Complexity vs.
Miniaturization
- Focus on smartphones
- Focus on automotive
Case studies (i.e.: reverse engineering analysis
from System Plus Consulting)
Industry trends - Photonic in package
Conclusion297
TABLE OF CONTENTS (complete content on i-Micronews.com)
AUTHORS
Pierrick Boulay works as Market
and Technology Analyst in the fields of
LED, OLED and lighting systems, doing
technical, economic and marketing
analysis at Yole Développement, the
“More than Moore” market research
and strategy consulting company. He
has experience in both LED lighting,
including general lighting and automotive
lighting, and OLED lighting. In the past,
he mostly worked in RD departments
for LED lighting applications. Pierrick
holds a master degree in Electronics
from ESEO in France.
Pars Mukish holds a master’s degree
in materials science and polymers from
ITECH in France and a master’s degree in
innovation and technology management
from EM Lyon in France. Since 2015,
Mukish has taken on responsibility for
developing LED, OLED and sapphire
activities as Business Unit Manager
at Yole Développement. Previously,
he worked as Marketing Analyst and
Techno-Economic Analyst for several
years at the French Research Center,
CEA.

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IR LEDS andVCSELs - Technology, Applications and Industry Trends

© 2017
From Technologies to Market
Yole Développement
With Focus on Solid State Lighting
(LED, OLED…) and Display Activities
FromTechnologies to Market

29
Yole Développement
FromTechnologies to Market

30
Our 30 analysts
operate in the
following areas.
FIELDS OF EXPERTISE
Compound Semi.
Imaging
Photonics
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RF (Devices Technologies)
Advanced Substrates
MedTech
Manufacturing

31
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RESEARCH PRODUCTS - CONTENT COMPARISON
Custom analysis scope is defined with
you to meet your information and
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Depthoftheanalysis
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Analysis
Workshops
Standard Reports

35
Integrators and
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makers
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foundries…
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Our analysts
provide market
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evaluation, and
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SERVING THE ENTIRE SUPPLY CHAIN

36
We are working
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than-Moore
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SERVING MULTIPLE INDUSTRIAL FIELDS
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REPORTS COLLECTION
o Yole Développement publishes a comprehensive collection of market technology reports and patent analysis in:
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In the past 18 years, we worked on more than 1 500 projects, interacting with technology professional and high level opinion makers from the main players of the
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OUR 2017 REPORTS PLANNING (1/2)
MARKET ANDTECHNOLOGY REPORTS byYole Développement
o MEMS SENSORS
− Fingerprint Sensor Applications and Technologies - Consumer Market Focus 2017
− MEMS Microphones, Speakers and Audio Solutions 2017
− Status of the MEMS Industry 2017
− MEMS Sensors for Automotive 2017
− High End Inertial Sensors for Defense and Industrial Applications 2017
− Sensor Modules for Smart Building 2017
− Sensing and Display for AR/VR/MR 2017 (Vol 1)
− MEMS Packaging 2017
− Magnetic Sensors Market and Technologies 2017**
− Microspectrometers Markets and Applications 2017**
o RF DEVICES AND TECHNOLOGIES
− RF Components and Modules 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 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
− Active Imaging and Lidars 2017 (vol 1)
o MEDTECH
− Status of the Microfluidics Industry 2017
− Solid State Medical Imaging 2017
− Sensors for HomeCare 2017
− Sensors for Medical Robotics 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**
− Advanced Packaging for Memories 2017
− Embedded Die Packaging: Technologies and Markets Trends 2017
o MANUFACTURING
− Glass Substrate Manufacturing 2017
− Equipment Materials for Fan Out Technology 2017
− Equipment Materials for 3D T(X)V Technology 2017
− Emerging Non Volatile Memories 2017
** To be confirmed

39
OUR 2017 REPORTS PLANNING (2/2)
o POWER ELECTRONICS
− Status of Power Electronics Industry 2017
− Power Mosfets 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 in Power Electronics 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 BATTERY AND ENERGY MANAGEMENT
− Status of Battery Industry for Stationary, Automotive and Consumer Applications
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
− Bulk GaN Technology Status and Market Expectations (Power, LED, Lasers) 2017
o DISPLAYS
− Microdisplays and MicroLEDs 2017
− Display for Augmented Reality, Virtual Reality and Mixed Reality 2017
− QD for Display Applications 2017
− Phosphors Quantum Dots 2017 - LED Downconverters for Lighting Displays
− Emerging Display Technologies 2017**
o SOLID STATE LIGHTING (LED, OLED…)
− UV LEDs 2017 - Technology, Manufacturing and Application Trends
− Agricultural 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 2017 - Technology, Manufacturing and Application Trends
− Phosphors Quantum Dots 2017 - LED Downconverters for Lighting Displays
− CSP LED Module 2017
− LED Packaging 2017
PATENT ANALYSIS by Knowmade
− 3D Monolithic Memory: Patent Landscape Analysis
− Microfluidic Diagnostic: Patent Landscape Analysis
− GaN Technology: Top-100 IP profiles**
− Uncooled Infrared Imaging: Patent Landscape Analysis**
− MEMS Microphone: Patent Landscape Analysis**
− MEMS Microphone: Knowles' Patent Portfolio Analysis**
− MicroLEDs: Patent Landscape Analysis**
− Microbolometer: Patents used in products**
− Micropumps: Patent Landscape Analysis**
− Flexible batteries: Patent Landscape Analysis**
TEARDOWN REVERSE COSTING by System Plus Consulting
More than 60 teardowns and reverse costing analysis and cost simulation tools to be
published in 2017.
** To be confirmed

40
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

41
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 2016 report
− TSV Stacked Memory Patent Landscape
− Fan-Out Wafer Level Packaging Patent Landscape Analysis
TEARDOWN REVERSE COSTING by System Plus Consulting
More than 60 teardowns and reverse costing analysis and cost simulation tools to be
published in 2017.
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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 8,500+
monthly visitors, the 11,500+
weekly readers of @Micronews
e-newsletter
Seven main events planned for
2017 on different topics to
attract 140 attendees on average
Gain new leads for your business
from an average of 300
registrants per webcast
Contacts: CamilleVeyrier (veyrier@yole.fr) and Clotilde Fabre (fabre@yole.fr), Marketing Communication Project Managers.

43
CONTACT INFORMATION
Follow us on
o CONSULTING AND SPECIFIC ANALYSIS
• North America: Steve LaFerriere, Director of Northern America Business Development
Email: laferriere@yole.fr – +1 31 06 008 267
• Japan Rest of Asia: Takashi Onozawa, General Manager, Asia Business Development
Email: onozawa@yole.fr - +81 3 4405 9204
• Greater China: Mavis Wang, Director of Greater China Business Development
Email: wang@yole.fr - +886 979 336 809
• RoW: Jean-Christophe Eloy, CEO President, Yole Développement
Email eloy@yole.fr - +33 4 72 83 01 80
o REPORT BUSINESS
• North America: Steve LaFerriere, Director of Northern America Business Development
Email: laferriere@yole.fr – +1 31 06 008 267
• Europe: Lizzie Levenez, EMEA Business Development Manager
Email: levenez@yole.fr - +49 15 123 544 182
• Rest of Asia: Takashi Onozawa, General Manager, Asia Business Development
Email: onozawa@yole.fr - +81 3 4405 9204
• Japan Asia: Miho Othake, Account Manager
Email: ohtake@yole.fr - +81 3 4405 9204
• Greater China: Mavis Wang, Director of Greater China Business Development
Email: wang@yole.fr - +886 979 336 809
o FINANCIAL SERVICES
• Jean-Christophe Eloy, CEO President
Email: eloy@yole.fr - +33 4 72 83 01 80
o GENERAL
• Public Relations: leroy@yole.fr - +33 4 72 83 01 89
• Email: info@yole.fr - +33 4 72 83 01 80
©2017 | www.yole.fr | IR LEDs and Lasers | SAMPLE

44
About Solid State Lighting (LED,
OLED…) and Display Activities

45
Yole is active throughout the value chain (Example of LED and Sapphire activities)
FOCUS ON SOLID STATE LIGHTING (LED, OLED…) AND DISPLAY ACTIVITIES
We are active
throughout the
value chain:
from substrates
to systems!
And we interact
with
industrial/RD
players from
each level!
Substrate
SiC/Sapphire/Silicon/Bulk
GaN/Engineered
substrates
LED epi-
wafer
Mesa LED, Flip Chip LED,
Vertical LED structures
LED dies-
on-wafer
LED dies
Front-end Level 0 - Epitaxy
• Nucleation layer
• n-type layer
• Active layers (MQW)
• p-type layer
Back-End Level 0 - Packaging
• Substrate separation Bonding
• Die singulation
• Testing Binning
LED systems and applications
Front-end Level 1 - Device Production
• Inspection
• Masking/Lithography
• Etching
• Metallization/Contacts/Mirrors
Back-End level 1 - Packaging
• Die Attach Interconnections
• Phosphors
• Encapsulation Optics
• Testing Binning
Packaged LEDs
Module Packaging
• Substrates (PCB)
• Encapsulation Optics
• Heatsink
• Testing Binning
LED modules

46
Insights on Forecast Methodology (Example of LED and Sapphire activities)
“What’s Behind
the Crystal Ball?”
Only analysts that
follow the
industry on a daily
basis (trough
interviews) and
developed market
modeling tools
based on
discussions with
key players of the
industry.
APPLICATION
Forecast of standard
product market volume
(unit)
Ex.: Smartphone, TVs, lamps (…)
Definition of functions using
LEDs
Ex.: “Flash vs. Keypad” for
smartphone (…)
Definition of technical
requirements
Ex.: Efficacy, size (…)
Definition of LED
penetration rate and
competitiveness with
alternative technologies
Ex.: “OLED vs. LED” in smartphone
(…)
Forecast of LED market volume (unit)
Split by application, power type (low vs. medium vs. high
power), package type (single vs. multi-die…) (… )
Definition of LED
ASP
Per power type, packaged
type (…)
Forecast of LED market size ($)
Split by application, power type, package type
(… )
Definition of manufacturing flows for
front-end and packaging (process,
technologies, materials, yields…)
Split by application, power type, package type (…)
Forecast of LED manufacturing
equipment and material markets
(unit and $)
Ex.: Phosphors, encapsulant, dicing equipment
Definition of LED die
surface (mm²)
Definition of substrate die surface (mm²)
and epiwafer volume (unit)
Split by type of substrate (…)
Forecast of LED substrate
markets (unit and $)
Split by type of substrate (…)
Definition of sale
levels of key
manufacturers ($)
Ex: LED, packaging
materials, epitaxy
materials, manufacturing
equipment, MOCVD
reactor, substrate (…)
System Plus Consulting
expertise in reverse
costing/reverse
engineering

47
AboutYole’s AnalystTeam
A team based
on persons
having
complementary
skills and
expertise.
Pars MUKISH - Business Unit Manager - SSL Display
Pars MUKISH holds a master degree in Materials Science Polymers (ITECH - France) and a master degree in Innovation
Technology Management (EM Lyon - France). Since 2015, Pars MUKISH has taken on responsibility for developing LED,
OLED and Sapphire activities as Business Unit Manager at Yole Développement. Previously, he has worked as Marketing
Analyst and Techno-Economic Analyst for several years at the CEA (French Research Center).
Dr. EricVIREY - Senior Market Technology Analyst - Sapphire Display
Eric VIREY holds a Ph-D in Optoelectronics from the National Polytechnic Institute of Grenoble (INPG - France). He
works as Market and Technology Analyst in the fields of Sapphire, LED/OLED and Display. In the last 12 years, he has held
various RD, engineering, manufacturing and marketing positions with Saint-Gobain. Most recently, he was Market Manager at
Saint-Gobain Crystals, in charge of Sapphire and Optoelectronic products.
Pierrick BOULAY - Market Technology Analyst - SSL
Pierrick BOULAY holds a master degree in Electronics from ESEO (France). He works as Market and Technology Analyst
in the fields of LED, OLED and Lighting Systems to carry out technical, economic and marketing analysis. He has experience
in both LED lighting (general lighting, automotive lighting…) and OLED lighting. In the past, he has mostly worked in RD
department for LED lighting applications.

48
Report collection
Previous Publications:
• Status of the LED Industry
• LED in Road and Street Lighting
• LED Front End
• GaN-on-Si Technology and Market
• Phosphors QDs - IP Landscape
2016 Publications:
• OLED For Lighting - February 2016
• Automotive Lighting - April 2016
• UV LED - August 2016
• Sapphire - September 2016
• OrganicTFT - October 2016
2017 Publications:
• Thermal Management for LED and PE - New
• LED Packaging - Update
• MicroLEDs and MicroDisplays - New
• CSP LED Lighting Module - New
• IR LEDs and Lasers - New
• Agricultural Lighting - New
• LED Lighting Module - Update
• QD for Display Applications - New
• LED Downconverters (Phosphors QDs) - Update
• Automotive Lighting - Update
• UV LED - Update
• Display for Augmented Reality - New
A collection of
more than 15
reports on Solid
State Lighting
and Display.
Our reports are unmatched in quality and technology depth and typically include:
• Technology trends and evolution: costs, barriers, roadmaps (…).
• Supply value chain analysis: business models, relationships (…).
• In-depth analysis of applications and market drivers: challenges, inflection points (…).
• Market data ($, units, wafer starts…).
Already
published

IR LEDS and VCSELs - Technology, Applications and Industry Trends - 2017 Report by Yole Developpement

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