Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Power GaN 2018: Epitaxy, Devices, Applications and Technology Trends report by Yole Développement

915 views

Published on

GaN market growth is fed by Lidar, wireless charging and fast charging solutions.

More information on : https://www.i-micronews.com/category-listing/product/power-gan-2018-epitaxy-devices-applications-and-technology-trends.html

Published in: Technology
  • There are over 16,000 woodworking plans that comes with step-by-step instructions and detailed photos, Click here to take a look ■■■ http://tinyurl.com/y3hc8gpw
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here

Power GaN 2018: Epitaxy, Devices, Applications and Technology Trends report by Yole Développement

  1. 1. From Technologies to Market GaN Power 2018: Epitaxy, Devices, Applications and TechnologyTrends From Technologies to Market November 2018 Sample
  2. 2. 2 Biographies & contacts Dr. AnaVillamor Dr Ana Villamor serves as a Technology & Market Analyst | Power Electronics at Yole Développement. She is involved in many custom studies and reports focused on emerging power electronics technologies, including device technology and reliability analysis. Previously Ana was involved in a high-added value collaboration related to of SJ Power MOSFETs, within the CNM research center for the leading power electronic company ON Semiconductor. During this partnership, and after two years as Silicon Development Engineer, she acquired relevant technical expertise and a deep knowledge of the power electronic industry. Ana is author and coauthor of several papers as well as a patent. She holds an Electronics Engineering degree completed by a Master in Micro and Nano electronics, both from UAB (SP). Email: villamor@yole.fr Dr. Ezgi Dogmus Dr. Ezgi Dogmus is Technology & Market Analyst at Power & Wireless division at Yole, contributing to the development of compound semiconductor activities with a dedicated collection of market & technology reports as well as custom consulting projects. Prior Yole, Ezgi was deeply involved in the development of GaN-based solutions at IEMN (Lille, France). Ezgi also participated in numerous international conferences and has authored or co-authored more than 12 papers. Upon graduating from University of Augsburg (Germany) and Grenoble Institute of Technology (France), Ezgi received her PhD in Microelectronics at IEMN (France). Email: dogmus@yole.fr Dr. 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 visible and UV lamp applications based on nanotechnology. She holds a PhD in physics and chemistry of materials. Email: lin@yole.fr GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018
  3. 3. 3 TABLE OF CONTENTS What is in this report? 4 What is new? 5 What we saw, what we missed? 6 Executive summary News 7 45 Overview of WBG power devices 49 Replacing Si MOSFET by GaN HEMT 57 GaN power device market by application 65 • Power supply 71 • Server and data center 87 • EV/HEV 99 • PV and energy storage 110 • UPS 121 • Wireless power 129 • Envelope tracking 146 • LiDAR 152 • Other applications 163 • Power GaN market by application and by device type (Discrete vs IC) 172 Market shares and discussion 185 GaN-on-Si Power device technology 194 • GaN-on-Si power technology, (transistor vs diodes) 196 • GaN-on-GaN, technology and market 212 • Packaging & integration 223 • GaN reliability status 239 • GaN-on-Si epitaxy 248 • Commercial GaN power devices 268 GaN power industry landscape 277 GaN cost structure 297 Discussion on power electronics 305 Conclusions 311 GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018
  4. 4. 4 WHAT IS IN THIS REPORT? • GaN penetration in different applications (power supply, PV, EV/HEV, UPS, LiDAR, wireless power, envelope tracking, etc.). • Discussion regarding GaN power market dynamics, forecasts, possible scenarios • Market projection (application split, low-voltage/high-voltage GaN split, Discrete/Power IC split) for GaN power devices through 2023 • Market projection for the GaN epitaxy market through 2023 • Description of the GaN technology, designs, topologies, etc. • Packaging and integration roadmaps • Reliability status in Power GaN • State-of-the-art GaN power devices, including product charts, R&D and commercial products • Description of the GaN power industrial landscape, from epitaxy and device design to device processing. • Cost analysis for Power GaN products GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018
  5. 5. 5 COMPANIES CITED IN THIS REPORT Aixtron,Allos,Alpha&Omega,Amec,Amkor,Apple,ASE,AT&S, BMW, Coorstek, Delta electronics, Dialog Semiconductors, Dowa, Efficient Power Conversion, Egtronics, EpiGaN, Episil, Epistar, Evatran, Exagan, Fairchild, Finsix, Ford, Fuji Electric, GaN Systems, GaN Power, Imec, Infineon, IQE, LG electronics, Jedec, Kyma, Navitas Semiconductors, Neditek, Nexgen, Nordic Power Converters, NXP, On Semiconductor, Panasonic, Philos, Powerex, Power Integrations, Qualcomm, Samsung, Sanken, SAS, Sharp, Siltronic, STMicroelectronics, Sumco, Sumitomo SEI,Tagore Technology,Toshiba,Toyota,Tesla,Texas Instruments,TSMC, Transphorm,Veeco,Velodyne,VisIC Technologies, Xfab,Yaskawa, and more. GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018
  6. 6. 6 WHY USE WBG IN POWER? WBG power devices allow loss reduction, and/or size and weight reduction Wider bandgap than silicon, allowing higher breakdown electric field Higher electron velocity than silicon Low RDS(ON) System size and weight reduction Fast switching Intrinsic properties Device performance System benefits High current density Reduction of conduction and switching loss High temperature operation Yole Développement - 2018 GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018
  7. 7. 7 GLOBAL POWER ELECTRONICS MARKET, INCLUDING POWER IC Si, SiC, GaN: 2017-2023 Power Management Integration Discrete Packaging Module BCD Efficiency / Reliability GaN Diodes, MOSFET, IGBT IGBT Generally speaking, bigger markets, very simplified version SiC Si SiC Power PMIC, BMIC,Voltage regulator, Gate driver, Voltage switching, etc. GaN GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018
  8. 8. 8 FUTURE MARKET DEVELOPMENT In terms of voltage High voltage 600–700V Low voltage 0–100V High–endLow–end SiC Super Junction Planar GaN GaN Trench Lateral Advanced Trench High voltage 600–700V Low voltage 0–100V High–endLow–end Super Junction Planar Trench Lateral Advanced Trench GaN SiC GaN 5 years 2018 2023 GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018
  9. 9. 9 MARKET DEVELOPMENT:TIMELINE DISCUSSION Different scenarios Market discussion GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018
  10. 10. 10 HIGH FREQUENCY POWER SUPPLY There are different start- ups working on high frequency power supply. FINsix® was founded by a team of MIT graduate students in 2010 to develop high frequency (30 MHz -300 MHz) power supply. Dart laptop adapter was their first product based on VHF power technology (Q2 2015). In May 2018, the company announced its partnership with Toyota Industries Corporation (TICO) to develop a new generation of highly miniaturized power electronics modules for hybrid vehicles. The first prototype will come in 2019. The company has 20 issued and pending patents. In 2015, Avogy released the laptop charger Zolt using SiC devices. The company is rebranded as NexGen. Its resonant circuit topologies and control circuits are designed to achieve loss-less switching by fully exploiting the benefits of GaN technology. GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018
  11. 11. 11 LED DRIVERS Power requirement per applications Power (W) < 25W 60W • Tubes • Light bulb • Automotive headlight • Smart bulb >100W • Outdoors • Ceiling light • Flat light • Down light • Troffers • Street light • Flood light • Industrial lightning Classification of LED Drivers by power output GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018
  12. 12. 12 GaN FOR PV INVERTER PV inverter voltage trends and their impact on GaN device potential GaN devices have been developed mainly for the voltage range <900V, typically 650V and lower. This may significantly restrain the GaN potential for future PV inverters. The input voltage for different inverter types and the voltage trends Yole Développement Microinverter String inverter Central inverter 48V 62V 600V 1,000V 1,500V 600V 1,000V 1,500V Max. input voltage: 1,500V 1,000V 1,500V 1,500V GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018
  13. 13. 13 SERVER AND DATA CENTER 48V to load (2/2) GaN could assume a greater role in the transition towards 48V data centers GaN-based solution without intermediate bus architecture • Today’s servers generally use 12V power supplies that are stuck at efficiency levels of around 84%. • Google is calling for 48V motherboards to cut waste power in data-center servers. • 48V parts have been used by telecom systems for many years, providing an ecosystem that servers can tap. Several companies, includingVicor and STMicroelectronics, have proposed 48V-based solutions for data centers. Si-based solution today, with intermediate bus architecture: 85% efficiency Typical data-center power flow 90% efficiency, Pd=80W/in3 GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018
  14. 14. 14 TECHNOLOGY TRENDS GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018
  15. 15. 15GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018 POWER GaN INDUSTRY Integration roadmap Integration System in Package E-mode GaN transistor Discrete D-mode GaN transistor System on Chip Others may follow… * Non-exhaustive list of companies ** R&D, Sampling and commercial devices
  16. 16. 16 0 10 20 30 40 50 60 70 80 90 100 0 200 400 600 800 1000 1200 Ids(A) Vds (V) GaN products I-V by Player EPC Transphorm Panasonic GaN Systems ON Semiconductor TI Sanken VisIC COMMERCIAL GaN POWER DEVICES Existing GaN HEMT I-V values for different GaN players While most players are working in the 600V - 650V range, EPC is highly focused on low-voltage GaN devices Yole Développement 2018 Production + R&D Find more in the full report version GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018
  17. 17. 17 POWER GaN INDUSTRY OVERVIEW 2018 GaN Power 2018: Epitaxy, Devices, Applications and Technology Trends | Sample | www.yole.fr | ©2018 * Non-exhaustive list, including R&D Note:The area in the figure is not representative of the size of the applicative market.
  18. 18. 18 RELATED REPORTS Power Module Packaging: Material Market and Technology Trends | Sample | www.yole.fr | ©2018
  19. 19. Today, it is crystal-clear that, from theoretical point of view, GaN offers fantastic technical advantages over traditional Si MOSFETs. Even though the current GaN power market remains tiny compared to $32.8B silicon power market, GaN devices are penetrating confidently into different applications: for example, LiDAR applications, which are high- end solutions that take full benefit of high-frequency switching in GaN power devices. The accumulation of the market growth in this application and other various applicative markets confirms a first scenario in which the GaN market is expected to grow steadily (base scenario). However, this is not the only possibility. Is there any killer application that could cause the GaN power device market to explode? As matter of fact, several industrial players confirm that Apple is interested in GaN technology for its wireless charging solution. It goes without saying that the potential adoption of GaN by Apple or another smartphone giant would completely change the market’s dynamics and finally provide a breath of life to the GaN power device industry. We imagine that after a company like Apple adopts GaN, numerous other companies would follow on the commercial electronics market. Indeed, the biggest segment in the power GaN market is still power supply applications, i.e. fast charging for cellphones. In fact, this year Navitas and Exagan introduced 45W fast-charging power adaptors with an integrated GaN solution. And what about the EV market, where SiC is replacing Si IGBTs in main inverters? What is GaN’s role here? Various players, such as EPC and Transphorm, have already obtained automotive qualification in preparation for GaN’s potential ramp-up. Moreover, BMW i Ventures’s investment in GaN Systems clearly demonstrates the auto industry’s interest in GaN solutions for EV/HEV technology. Globally, Yole Développement’s (Yole) second scenario (bull scenario), which is more aggressive, projects that the GaN power business will reach around $423M by 2023, with a compound annual growth rate (CAGR) of 93%. This report conveys Yole’s understanding of GaN implementation in different market segments, with two possible scenarios. Our report also delivers comprehensive market projections for GaN power discrete and the IC device market, and conveys our understanding of the market’s current dynamics and future evolution. POWER GAN 2018: EPITAXY, DEVICES, APPLICATIONS AND TECHNOLOGY TRENDS Market & Technology report - November 2018 THE GAN POWER DEVICE MARKET FACES TWO POSSIBLE SCENARIOS: WHICH APPLICATION WILL CAUSE THE MARKET TO EXPLODE? GaN market growth is fed by LiDAR, wireless charging and fast charging solutions. KEY FEATURES • In-depth analysis of GaN’s penetration in different applications, including power supplies, PV, EV/HEV, UPS, LiDAR, and wireless power • State-of-the-art GaN power devices review, including product charts and device descriptions • Description of the GaN power industrial landscape, from epitaxy and device design to device processing • Discussion of GaN power market dynamics • State-of-the-art developments for power GaN packaging and integration • GaN reliability overview • Market projection for GaN epitaxy through 2023, by value and volume WHAT’S NEW • Updated market segmentation from Yole Développement • Comprehensive analysis of the power supply segment, including GaN power supplies for data center applications • LED-driver market segment • Device segmentation, by discrete and power IC • Discussion on GaN diode technology and its market potential • Review of GaN-on-GaN for power electronics • Technological analysis and impact on the value chain • Integration roadmap • Cost analysis (Yole Développement, November 2018) Market(M$) Bull case scenario #1 2018 Fast charger 2023 Wireless charging EV/HEV Data centers 400 100 ++ +++ LiDAR +++ Base case scenario #2 300 200 500 ++ Moderate penetration +++ Big penetration EV/HEV EV/HEV Power Supply Power Supply Server and Data Center Server and Data Center LiDAR LiDAR Wirless Power GaN for power electronics application: evolution of the market with two scenarios
  20. 20. POWER GAN 2018: EPITAXY, DEVICES, APPLICATIONS AND TECHNOLOGY TRENDS IS GAN A COST-EFFECTIVE SOLUTION? The integration of GaN solutions in a final electronics product is a very attractive idea: if properly designed, it will increase system efficiency, and passive components will be smaller because the system can work at higher frequencies. These are significant advantages for the final user…but is that true? Cost is one of the key aspects to take into account when introducing a new technology to the market, and it is currently not one of GaN’s strong points. GaN’s principal competitor is silicon MOSFET, which has been on the market for many years and offers very competitive cost with high average efficiencies, excellent quality, and superb reliability. Currently, only one company, EPC claims to be at the same price level as silicon with its low-voltage wafer- level package products. However, when standard Eight years have passed since the first release of commercial power GaN devices. People in the power industry are becoming increasingly familiar with the names of start-ups that are actively promoting GaN technology. Not surprisingly, the list of pure GaN start-up players is getting longer: Efficient Power Conversion (EPC), GaN System, Transphorm, Navitas, and more are coming, according to Yole’s intelligence. Most of these start-up players choose the foundry model, mostly using TSMC, Episil, or X-fab as their preferred partner. Meanwhile, other foundries might offer this service if the market takes off. The foundry model affords fabless or fab- lite start-ups the possibility of ramping up quickly if the market suddenly takes off, as discussed in the previous section. It is fascinating to see that along with these start- up players, companies with very different profiles are competing in the same playground: industrial giants like Infineon, On Semi, STMicroelectronics, Panasonic, and Texas Instruments. Several news items caught our attention in 2018: • Infineon announced it would start volume production for CoolGaN 400V and 600V e-mode HEMT products by the end of 2018 • STMicroelectronics and CEA Leti announced their cooperation in developing GaN -on-Si technologies for both diode and transistor on Leti's 200mm RD line, and expect to have validated engineering samples in 2019. In parallel, STMicroelectronics will create a fully qualified manufacturing line, including GaN-on-Si hetero-epitaxy, for initial production running in the company’s front-end wafer fab in Tours, France, by 2020. These IDMs will leverage their vertically integrated structure and bring to market cost-competitive products. This report furnishes an overview of the GaN power industry playground, covering the value chain from epitaxy and device design, to device processing. Also outlined is Yole’s understanding of the market’s current dynamics and future evolution. Power GaN industry – Integration roadmap* (Yole Développement, November 2018) WHAT IS POWER GAN’S SUPPLY CHAIN STATUS? E-mode GaN transistor D-mode GaN transistor Others may follow… *RD, Sampling and commercial devices ** Non-exhaustive list of companies Integration System in Package Discrete System on Chip Power GaN industry overview* 2018 (Yole Développement, November 2018) * Non-exhaustive list, including RD Note: The area in the figure is not representative of the size of the applicative market. Designer is needed Si substrate suppliers GaN-on-Si epiwafer suppliers GaN power foundries: epi + device fabrication Device design + manufacturing GaN epi Fabless (also Epi design in some cases) players: Device design Pure foundries: Device processing Manufacturers: Device design + device processing (without epi) IDM: Device design + epi + device fabrication
  21. 21. MARKET TECHNOLOGY REPORT COMPANIES CITED IN THE REPORT (non exhaustive list) Aixtron, Allos, AlphaOmega, Amec, Amkor, Apple, ASE, ATS, BMW, Coorstek, Delta electronics, Dialog Semiconductors, Dowa, Efficient Power Conversion, Egtronics, EpiGaN, Episil, Epistar, Evatran, Exagan, Fairchild, Finsix, Ford, Fuji Electric, GaN Systems, GaN Power, Imec, Infineon, IQE, LG electronics, Jedec, Kyma, Navitas Semiconductors, Neditek, Nexgen, Nordic Power Converters, NXP, On Semiconductor, Panasonic, Philos, Powerex, Power Integrations, Qualcomm, Samsung, Sanken, SAS, Sharp, Siltronic, STMicroelectronics, Sumco, Sumitomo SEI, Tagore Technology, Toshiba, Toyota, Tesla, Texas Instruments, TSMC, Transphorm, Veeco, Velodyne, VisIC Technologies, Xfab, Yaskawa, and more... Find more details about this report here: RELATED REPORTS Benefit from our Bundle Annual Subscriptionoffersandaccessouranalyses at the best available price and with great advantages • Status of the Power Electronics Industry 2018 • LiDARs for Automotive and Industrial Applications 2018 • Texas Instruments' LMG5200 GaN Power Stage • GaN on Si HEMT vs SJ MOSFET: Technology and Cost Comparison • Power SiC 2018: Materials, Devices and Applications Find all our reports on www.i-micronews.com Ana Villamor, PhD serves as a Technology Market Analyst, Power Electronics Compound Semiconductors. She is involved in many custom studies and reports focused on emerging power electronics technologies at Yole Développement, including device technology and reliability analysis (MOSFET, IGBT, HEMT, etc). . Previously Ana was involved in a high- added value collaboration related to SJ Power MOSFETs, within the CNM research center for the leading power electronic company ON Semiconductor. During this partnership and after two years as Silicon Development Engineer, she acquired a relevant technical expertise and a deep knowledge of the power electronic industry. She holds an Electronics Engineering degree completed by a Master in micro and nano electronics, both from Universitat Autonoma de Barcelona (SP). What is included in this report? 4 What is new? 5 What did we get wrong? 6 Executive summary 7 Overview of WBG power devices 49 Replacing silicon with GaN 57 GaN power device market, by application 65 Power supply EV/HEV PV and energy storage UPS Wireless power Envelope tracking LiDAR LED drivers Other applications Power GaN market, by application and device type (discrete vs. IC) 172 GaN-on-Si power - Device technology 194 GaN-on-Si power - Technology GaN-on-GaN - Technology and market Discrete vs. power IC Commercial GaN power devices Packaging Integration GaN-on-Si epitaxy GaN reliability status GaN power - Industry landscape 277 GaN cost structure 297 Power electronics discussion 305 Conclusions 311 TABLE OF CONTENTS (complete content on i-Micronews.com) Hong Lin, PhD works as a Senior Technology and Market Analyst, Compound Semiconductors since 2013. She is specialized in compound semiconductors and provides technical and economic analysis. Before joining Yole Développement, she worked as RD 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. As a Technology Market Analyst, Compound Semi- conductors, Ezgi Dogmus, PhD is daily contributing to the development of these activities with a dedicated collection of market technology reports as well as custom consulting projects. Prior Yole, Ezgi was deeply involved in the development of GaN-based solutions at IEMN (Lille, France). Ezgi also participated in numerous international conferences and has authored or co-authored more than 12 papers. Upon graduating from University of Augsburg (Germany) and Grenoble Institute of Technology (France), Ezgi received her PhD in Microelectronics at IEMN (France). packaging is added and voltage is increased, the GaN product would cost more than the silicon alternative – and higher cost is often cited as a main barrier to adoption. Many players have started building integrated systems to be cost-competitive at system level. This is happening not only with D-mode solutions, but also E-mode integrated solutions, which seem appealing for the end user as an easy-to-use product. We also find system-in-package solutions that include Si, i.e. Texas Instruments’ and Exagan’s products, as well as integrated solutions where the driver, ESD protections, and other functions are monolithically integrated i.e. Navitas solutions. This report features a discussion on device technology and landscape from a cost point of view for the next several years, including not just Si and GaN products but also passive and integrated solutions. Ana Villamor, PhD, Ezgi Dogmus, PhD, and Hong Lin, PhD, all part of the Power Wireless division at Yole Développement co-authored the Power GaN 2018: Epitaxy, Devices, Applications and Technology Trends report: AUTHORS
  22. 22. ORDER FORM Power GaN 2018: Epitaxy, Devices, Applications and Technology Trends SHIPPING CONTACT First Name: Email: Last Name: Phone: PAYMENT BY CREDIT CARD Visa Mastercard Amex Name of the Card Holder: Credit Card Number: Card Verification Value (3 digits except AMEX: 4 digits): Expiration date: BY BANK TRANSFER BANK INFO: HSBC, 1 place de la Bourse, F-69002 Lyon, France, Bank code: 30056, Branch code: 00170 Account No: 0170 200 1565  87, SWIFT or BIC code: CCFRFRPP, IBAN: FR76 3005 6001 7001 7020 0156 587 RETURN ORDER BY • MAIL: YOLE DÉVELOPPEMENT, Le Quartz, 75 Cours Emile Zola, 69100 Villeurbanne/Lyon - France SALES CONTACTS • Western US Canada - Steve Laferriere: + 1 310 600-8267 – laferriere@yole.fr • Eastern US Canada - Troy Blanchette: +1 704 859 0453 – troy.blanchette@yole.fr • Europe RoW - Lizzie Levenez: + 49 15 123 544 182 – levenez@yole.fr • Japan Rest of Asia - Takashi Onozawa: +81-80-4371-4887 – onozawa@yole.fr • Greater China - Mavis Wang: +886 979 336 809 – wang@yole.fr • Specific inquiries: +33 472 830 180 – info@yole.fr (1) Our Terms and Conditions of Sale are available at www.yole.fr/Terms_and_Conditions_of_Sale.aspx The present document is valid 24 months after its publishing date: November 14, 2018 / ABOUT YOLE DEVELOPPEMENT BILL TO Name (Mr/Ms/Dr/Pr): Job Title: Company: Address: City: State: Postcode/Zip: Country*: *VAT ID Number for EU members: Tel: Email: Date: PRODUCT ORDER - Ref YD18049 Please enter my order for above named report: One user license*: Euro 5,990 Multi user license: Euro 6,490 - The report will be ready for delivery from December 14, 2018 - For price in dollars, please use the day’s exchange rate. All reports are delivered electronically at payment reception. For French customers, add 20% for VAT I hereby accept Yole Développement’s Terms and Conditions of Sale(1) Signature: *One user license means only one person at the company can use the report. Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services, reverse engineering and reverse costing services and well as IP and patent analysis. With a strong focus on emerging applications using silicon and/or micro manufacturing, the Yole group of companies has expanded to include more than 80 collaborators worldwide covering MEMS and Image Sensors, Compound Semiconductors, RF Devices Technologies, Solid-state Lighting, Displays, Software, Optoelectronics, Microfluidics Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics and Batteries Energy Management. The “More than Moore” market research, technology and strategy consulting company Yole Développement, along with its partners System Plus Consulting, PISEO and KnowMade, support industrial companies, investors and RD organizations worldwide to help them understand markets and follow technology trends to grow their business. CONSULTING AND ANALYSIS • Market data research, marketing analysis • Technology analysis • Strategy consulting • Reverse engineering costing • Patent analysis • Design and characterization of innovative optical systems • Financial services (due diligence, MA with our partner) More information on www.yole.fr MEDIA EVENTS • i-Micronews.com website related @Micronews e-newsletter • Communication webcast services • Events: TechDays, forums… More information on www.i-Micronews.com REPORTS • Market technology reports • Patent investigation and patent infringement risk analysis • Structure, process and cost analysis • Cost simulation tool More information on www.i-micronews.com/reports CONTACTS For more information about : • Consulting Financial Services: Jean-Christophe Eloy (eloy@yole.fr) • Reports: David Jourdan (jourdan@yole.fr) Yole Group of Companies • Press Relations Corporate Communication: Sandrine Leroy (leroy@yole.fr)
  23. 23. Definitions: “Acceptance”: Action by which the Buyer accepts the terms and conditions of sale in their entirety. It is done by signing the purchase order which mentions “I hereby accept Yole Développement’s Terms and Conditions of Sale”. “Buyer”: Any business user (i.e. any person acting in the course of its business activities, for its business needs) entering into the following general conditions to the exclusion of consumers acting in their personal interests. “Contracting Parties” or “Parties”: The Seller on one hand and the Buyer on the other hand. “Intellectual Property Rights” (“IPR”) means any rights held by the Seller in its Products, including any patents, trademarks, registered models, designs, copyrights, inventions, commercial secrets and know-how, technical information, company or trading names and any other intellectual property rights or similar in any part of the world, notwithstanding the fact that they have been registered or not and including any pending registration of one of the above mentioned rights. “Products”: Depending on the purchase order, reports or monitors on MEMS, Imaging, SSL, Advanced Packaging, MedTech, Power Electronics and more, can be bought either on a unit basis or as a bundled offer. (i.e. subscription for a period of 12 calendar months). “Report”: Reports are established in PowerPoint and delivered in a PDF format with an additional Excel file. 30min of QA with an Analyst arecan be included for each report. More time can be allocated on a fee basis. “License”: For the reports 3 different licenses are proposed. The buyer has to choose one license type: • Single user license: one person at the company can use the report. Sharing is strictly forbidden. • Multi-user license: the report can be accessed by an unlimited number of users within the company, but only in the country of the primary user. Subsidiaries and Joint-Ventures are excluded. • Corporate license: the report can be used by an unlimited number of users within the company, but only in the country of the primary user. Joint-Ventures are included, while subsidiaries are excluded. “Monitor”: Monitors are established and delivered in Excel. An additional PDF can also join it. QA with an Analyst is possible for each monitor with a maximum limit of 100h/year. Frequency of the release varies according to the monitor or service. “Seller”: Based in Villeurbanne (France headquarters Yole Développement Développement is providing marketing, technology and strategy consulting, media and corporate finance services, reverse engineering/costing services as well as IP and patent analysis). With more than 70 market analysts, Yole Développement works worldwide with the key industrial companies, RD institutes and investors to help them understand the markets and technology trends. 1. SCOPE 1.1 The Contracting Parties undertake to observe the following general conditions when agreed by the Buyer and the Seller. ANY ADDITIONAL, DIFFERENT, OR CONFLICTING TERMS AND CONDITIONS IN ANY OTHER DOCUMENTS ISSUED BY THE BUYER AT ANY TIME ARE HEREBY OBJECTED TO BY THE SELLER, SHALL BE WHOLLY INAPPLICABLE TO ANY SALE MADE HEREUNDER AND SHALL NOT BE BINDING IN ANY WAY ON THE SELLER. 1.2 This agreement becomes valid and enforceable between the Contracting Parties after clear and non-equivocal consent by any duly authorized person representing the Buyer. For these purposes, the Buyer accepts these conditions of sales when signing the purchase order which mentions “I hereby accept Yole Développement’s Terms and Conditions of Sale”. This results in acceptance by the Buyer. 1.3 Orders are deemed to be accepted only upon written acceptance and confirmation by the Seller, within [7 days] from the date of order, to be sent either by email or to the Buyer’s address. In the absence of any confirmation in writing, orders shall be deemed to have been accepted. 2. MAILING OF THE PRODUCTS 2.1 Products are sent by email to the Buyer: • within [1] month from the order for Products already released; or • within a reasonable time for Products ordered prior to their effective release. In this case, the Seller shall use its best endeavours to inform the Buyer of an indicative release date and the evolution of the work in progress. 2.2 The Seller shall by no means be responsible for any delay in respect of article 2.2 above, and including in cases where a new event or access to new contradictory information would require for the analyst extra time to compute or compare the data in order to enable the Seller to deliver a high quality Products. 2.3 The mailing of the Product will occur only upon payment by the Buyer, in accordance with the conditions contained in article 3. 2.4. The mailing is operated through electronic means either by email via the sales department or automatically online via an email/password. If the Product’s electronic delivery format is defective, the Seller undertakes to replace it at no charge to the Buyer provided that it is informed of the defective formatting within 90 days from the date of the original download or receipt of the Product. 2.5 The person receiving the Products on behalf of the Buyer shall immediately verify the quality of the Products and their conformity to the order. Any claim for apparent defects or for non-conformity shall be sent in writing to the Seller within 8 days of receipt of the Products. For this purpose, the Buyer agrees to produce sufficient evidence of such defects. . 2.6 No return of Products shall be accepted without prior information to the Seller, even in case of delayed delivery. Any Product returned to the Seller without providing prior information to the Seller as required under article 2.5 shall remain at the Buyer’s risk. 3. PRICE, INVOICING AND PAYMENT 3.1 Prices are given in the orders corresponding to each Product sold on a unit basis or corresponding to bundled offers. They are expressed to be inclusive of all taxes. The prices may be reevaluated from time to time. The effective price is deemed to be the one applicable at the time of the order. 3.2 Payments due by the Buyer shall be sent by cheque payable to Yole Développement, credit card or by electronic transfer to the following account: HSBC, 1 place de la Bourse 69002 Lyon France Bank code: 30056 Branch code: 00170 Account n°: 0170 200 1565 87 BIC or SWIFT code: CCFRFRPP IBAN: FR76 3005 6001 7001 7020 0156 587 To ensure the payments, the Seller reserves the right to request down payments from the Buyer. In this case, the need of down payments will be mentioned on the order. 3.3 Payment is due by the Buyer to the Seller within 30 days from invoice date, except in the case of a particular written agreement. If the Buyer fails to pay within this time and fails to contact the Seller, the latter shall be entitled to invoice interest in arrears based on the annual rate Refi of the «BCE» + 7 points, in accordance with article L. 441-6 of the French Commercial Code. Our publications (report, database, tool...) are delivered only after reception of the payment. 3.4 In the event of termination of the contract, or of misconduct, during the contract, the Seller will have the right to invoice at the stage in progress, and to take legal action for damages. 4. LIABILITIES 4.1 The Buyer or any other individual or legal person acting on its behalf, being a business user buying the Products for its business activities, shall be solely responsible for choosing the Products and for the use and interpretations he makes of the documents it purchases, of the results he obtains, and of the advice and acts it deduces thereof. 4.2 The Seller shall only be liable for (i) direct and (ii) foreseeable pecuniary loss, caused by the Products or arising from a material breach of this agreement 4.3 In no event shall the Seller be liable for: a) damages of any kind, including without limitation, incidental or consequential damages (including, but not limited to, damages for loss of profits, business interruption and loss of programs or information) arising out of the use of or inability to use the Seller’s website or the Products, or any information provided on the website, or in the Products; b) any claim attributable to errors, omissions or other inaccuracies in the Product or interpretations thereof. 4.4 All the information contained in the Products has been obtained from sources believed to be reliable. The Seller does not warrant the accuracy, completeness adequacy or reliability of such information, which cannot be guaranteed to be free from errors. 4.5 All the Products that the Seller sells may, upon prior notice to the Buyer from time to time be modified by or substituted with similar Products meeting the needs of the Buyer. This modification shall not lead to the liability of the Seller, provided that the Seller ensures the substituted Product is similar to the Product initially ordered. 4.6 In the case where, after inspection, it is acknowledged that the Products contain defects, the Seller undertakes to replace the defective products as far as the supplies allow and without indemnities or compensation of any kind for labor costs, delays, loss caused or any other reason. The replacement is guaranteed for a maximum of two months starting from the delivery date. Any replacement is excluded for any event as set out in article 5 below. 4.7 The deadlines that the Seller is asked to state for the mailing of the Products are given for information only and are not guaranteed. If such deadlines are not met, it shall not lead to any damages or cancellation of the orders, except for non acceptable delays exceeding [4] months from the stated deadline, without information from the Seller. In such case only, the Buyer shall be entitled to ask for a reimbursement of its first down payment to the exclusion of any further damages. 4.8 The Seller does not make any warranties, express or implied, including, without limitation, those of sale ability and fitness for a particular purpose, with respect to the Products. Although the Seller shall take reasonable steps to screen Products for infection of viruses, worms, Trojan horses or other codes containing contaminating or destructive properties before making the Products available, the Seller cannot guarantee that any Product will be free from infection. 5. FORCE MAJEURE The Seller shall not be liable for any delay in performance directly or indirectly caused by or resulting from acts of nature, fire, flood, accident, riot, war, government intervention, embargoes, strikes, labor difficulties, equipment failure, late deliveries by suppliers or other difficulties which are beyond the control, and not the fault of the Seller. 6. PROTECTION OF THE SELLER’S IPR 6.1 All the IPR attached to the Products are and remain the property of the Seller and are protected under French and international copyright law and conventions. 6.2 The Buyer agreed not to disclose, copy, reproduce, redistribute, resell or publish the Product, or any part of it to any other party other than employees of its company. The Buyer shall have the right to use the Products solely for its own internal information purposes. In particular, the Buyer shall therefore not use the Product for purposes such as: • Information storage and retrieval systems; • Recordings and re-transmittals over any network (including any local area network); • Use in any timesharing, service bureau, bulletin board or similar arrangement or public display; • Posting any Product to any other online service (including bulletin boards or the Internet); • Licensing, leasing, selling, offering for sale or assigning the Product. 6.3 The Buyer shall be solely responsible towards the Seller of all infringements of this obligation, whether this infringement comes from its employees or any person to whom the Buyer has sent the Products and shall personally take care of any related proceedings, and the Buyer shall bear related financial consequences in their entirety. 6.4 The Buyer shall define within its company point of contact for the needs of the contract. This person will be the recipient of each new report in PDF format. This person shall also be responsible for respect of the copyrights and will guaranty that the Products are not disseminated out of the company. 6.5 In the context of annual subscriptions, the person of contact shall decide who within the Buyer, shall be entitled to receive the protected link that will allow the Buyer to access the Products. 6.6 As a matter of fact the investor of a company, the joint venture done with a third party etc..cannot access the report and should pay a full license price. 7. TERMINATION 7.1 If the Buyer cancels the order in whole or in part or postpones the date of mailing, the Buyer shall indemnify the Seller for the entire costs that have been incurred as at the date of notification by the Buyer of such delay or cancellation. This may also apply for any other direct or indirect consequential loss that may be borne by the Seller, following this decision. 7.2 In the event of breach by one Party under these conditions or the order, the non-breaching Party may send a notification to the other by recorded delivery letter upon which, after a period of thirty (30) days without solving the problem, the non-breaching Party shall be entitled to terminate all the pending orders, without being liable for any compensation. 8. MISCELLANEOUS All the provisions of these Terms and Conditions are for the benefit of the Seller itself, but also for its licensors, employees and agents. Each of them is entitled to assert and enforce those provisions against the Buyer. Any notices under these Terms and Conditions shall be given in writing. They shall be effective upon receipt by the other Party. The Seller may, from time to time, update these Terms and Conditions and the Buyer, is deemed to have accepted the latest version of these terms and conditions, provided they have been communicated to him in due time. 9. GOVERNING LAW AND JURISDICTION 9.1 Any dispute arising out or linked to these Terms and Conditions or to any contract (orders) entered into in application of these Terms and Conditions shall be settled by the French Commercial Courts of Lyon, which shall have exclusive jurisdiction upon such issues. 9.2 French law shall govern the relation between the Buyer and the Seller, in accordance with these Terms and Conditions. TERMS AND CONDITIONS OF SALES 
  24. 24. © 2018 Yole Développement FromTechnologies to Market Source: Wikimedia Commons
  25. 25. 2©2018 | www.yole.fr | About Yole Développement YOLE DEVELOPPEMENT – FIELDS OF EXPERTISE Life Sciences Healthcare o Microfluidic o BioMEMS o Inkjet Printing o Solid-State Medical Imaging BioPhotonics o Bio Technologies Power Wireless o RF Devices Technology o Compound Semiconductors Emerging Materials o Power Electronics o Batteries Energy Management Semiconductor Software o Package Assembly Substrates o Semiconductor Manufacturing o Memory o Software Computing Photonics, Sensing Display o Solid-State Lighting Display o MEMS, Sensors Actuators o Imaging o Photonics Optoelectronics Semiconductor Software Power Wireless Photonics, Sensing Display Life Sciences Healthcare
  26. 26. 3©2018 | www.yole.fr | About Yole Développement 4 BUSINESS MODELS o Consulting and Analysis • Market data research, marketing analysis • Technology analysis • Strategy consulting • Reverse engineering costing • Patent analysis • Design and characterization of innovative optical systems • Financial services (due diligence, MA with our partner) www.yole.fr o Syndicated reports • Market technology reports • Patent investigation and patent infringement risk analysis • Teardowns reverse costing analysis • Cost simulation tool www.i-Micronews.com/reports o Media • i-Micronews.com website • @Micronews e-newsletter • Communication webcast services • Events:TechDays, forums,… www.i-Micronews.com o Monitors • Monthly and/or Quarterly update • Excel database covering supply, demand, and technology • Price, market, demand and production forecasts • Supplier market shares www.i-Micronews.com/reports
  27. 27. 4©2018 | www.yole.fr | About Yole Développement 6 COMPANIES TO SERVEYOUR BUSINESS Due diligence www.yole.fr Manufacturing costs analysis Teardown and reverse engineering Cost simulation tools www.systemplus.fr Market, technology and strategy consulting www.yole.fr IP analysis Patent assessment www.knowmade.fr Innovation and business maker www.bmorpho.com Design and characterization of innovative optical systems www.piseo.fr Yole Group of Companies
  28. 28. 5©2018 | www.yole.fr | About Yole Développement OUR GLOBAL ACTIVITY 30%of our business 40%of our business 30%of our business Greater China office Yole Japan HQ in Lyon Nantes Paris Nice Vénissieux Europe office Frankfurt Hsinchu Tokyo Yole Inc. Phoenix Yole Korea Seoul Palo Alto
  29. 29. 6©2018 | www.yole.fr | About Yole Développement ANALYSIS SERVICES - CONTENT COMPARISON Technology and Market Report Leadership Meeting QA Service Depth of the analysis Breadthoftheanalysis Meet the Analyst Custom Analysis High High Low
  30. 30. 7©2018 | www.yole.fr | About Yole Développement SERVING THE ENTIRE SUPPLY CHAIN Our analysts provide market analysis, technology evaluation, and business plans along the entire supply chain Integrators, end- users and software developers Device manufacturers Suppliers: material, equipment, OSAT, foundries… Financial investors, RD centers
  31. 31. 8©2018 | www.yole.fr | About Yole Développement SERVING MULTIPLE INDUSTRIAL FIELDS We work across multiples industries to understand the impact of More-than- Moore technologies from device to system From A to Z… Transportation makers Mobile phone and consumer electronics Automotive Medical systems Industrial and defense Energy management
  32. 32. 9©2018 | www.yole.fr | About Yole Développement o Yole Développement, System Plus Consulting, KnowMade and PISEO, all part of Yole Group of Companies, keep on increasing their collaboration to offer, in 2018, a collection of 150+ reports. Combining respective expertise and methodologies from the 4 companies, the reports aim to provide market technology analysis, patent investigation and patent infringement risk analysis, teardowns reverse costing analysis.They cover: o You are looking for: • An analysis of your product market • A review of your competitors evolution • An understanding of your manufacturing and production costs • An understanding of your industry technology roadmap and related IPs • A clear view on the evolution of the supply chain… Our reports are for you! The combined team of 60+ experts (PhDs, MBAs, industry veterans…) from Yole Développement, System Plus Consulting, KnowMade and PISEO, collect information, identify the trends, the challenges, the emerging markets, the competitive environments and turn it into results to give you a complete picture of your industry landscape. In the past 20 years, we worked on more than 1 700 projects, interacting with technology professionals and high level opinion makers from the main players of the industry. o In 2018, Yole Group of Companies plan to publish +150 reports. Gain full benefit from our Bundled Offer and receive at least a 36% discount. REPORTS COLLECTION www.i-Micronews.com • MEMS Sensors • RF devices technologies • Imaging • Medical technologies (MedTech) • Photonics • Advanced packaging • Manufacturing • Advanced substrates • Power electronics • Batteries and energy management • Compound semiconductors • Solid state lighting • Displays • Software • Memory
  33. 33. 10©2018 | www.yole.fr | About Yole Développement OUR 2018 REPORTS COLLECTION (1/4) MEMS SENSORS o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Status of the MEMS Industry 2018 – Update − Silicon Photonics 2018 – Update − Consumer Biometrics: Hardware Software 2018 – Update − Inkjet Functional and Additive Manufacturing for Electronics 2018 - Update − Fingerprint Sensor Applications and Technologies – Consumer Market Focus 2017 − 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 − 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 − Gas Particles 2018 – Market Technology Report − Gas 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 ANDTECHNOLOGIES o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Wireless technologies (Radar, V2X) for Automotive 2018 - New − Internet of Things RF Protocols and their Impacts on the Electronics Industry 2018 – New 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 SOFTWARE o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Consumer Biometrics: Sensors Software 2018 – Update − Hardware and Software for AI 2018 – Consumer focus – New − From Image Processing to Deep Learning, Introduction to Hardware and Software 2017 Update : 2017 version still available / *To be confirmed
  34. 34. 11©2018 | www.yole.fr | About Yole Développement OUR 2018 REPORTS COLLECTION (2/4) IMAGING OPTOELECTRONICS o MARKET AND TECHNOLOGY REPORT – by Yole Développement − 3D Imaging and Sensing 2018 – Update − Sensors for Robotic Vehicles 2018 − Machine Vision for Industry and Automation 2018 - Update − Uncooled Infrared Imagers 2017 o PATENT ANALYSES – by KnowMade − STMicroelectronics ToF Proximity Sensor Flood Illuminator in the Apple iPhone X – 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 − 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 - Update − 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 – Consumer Focus - New − Thin-Film Integrated Passive Devices 2018 o LINKED REPORTS– by Yole Développement and System Plus Consulting − Advanced RF System-in-Package for Cellphones 2017 – Market Technology Report - Update − Advanced RF SiPs for Cell Phones Comparison 2017 – Structure, Process Cost Report − 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 – New − Polymeric Materials for Advanced Packaging at the Wafer-Level 2018 – New − 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 − Bonding and Lithography Equipment Market for More than Moore Devices 2018 – New − Wafer Bonding Comparison 2018 – Structure, Process Cost Report Update : 2017 version still available / *To be confirmed
  35. 35. 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 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 COSTING® – STRUCTURE, PROCESS COST REPORT – 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 − GaAs Wafer and Epiwafer Market: RF, Photonics, LED and PV Applications 2018 - New − InP Materials, Devices and Applications 2018 - New − 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 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 Materials, Devices and Modules 2018 – Patent Landscape Analysis POWER ELECTRONICS o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Introduction to the Power IC Market 2018 - New − Status of Power Electronics Industry 2018 – Update − Power Electronics for Electric Vehicles 2018 – Update − 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 Comparison 2018* – Structure, Process Cost Report BATTERY AND ENERGY MANAGEMENT o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Li-ion Battery Packs for Automotive and Stationary Storage Applications 2018 – Update − Solid State Battery 2018 – Market Technology Report – New o PATENT ANALYSES – by KnowMade − Status of the Battery Patents – Patent Watch 2018 Patent Activity 2017 Update : 2017 version still available / *To be confirmed / ** Can not be selected within an Annual Subscription offer
  36. 36. 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 - New − VCSELs Comparison 2018 – Structure, Process Cost Report DISPLAYS o MARKET AND TECHNOLOGY REPORT – by Yole Développement − MiniLED for Display Applications: LCD and Digital Signage 2018 – New − 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 sensors: microsystems for Life sciences Healthcare 2018 – Update − Point-of-Need Testing Application of Microfluidic Technologies 2018 – Update − Neurotechnologies and Brain Computer Interface 2018 - New − CRISPR-Cas9 Technology: From Lab to Industries 2018 – New − Ultrasound Sensing Technologies for Medical, Industrial and Consumer Applications 2018 – New − Inkjet Functional and Additive Manufacturing for Electronics 2018 - New − Liquid Biopsy: from Isolation to Downstream Applications 2018 - New − Chinese Microfluidics Industry 2018 - New − 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 − 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
  37. 37. 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 PatentWatch − 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 − MicrofluidicTechnologies 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 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).
  38. 38. 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. ONLINE ONSITE INPERSON @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 @Micronews e-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: CamilleVeyrier (veyrier@yole.fr), Marketing Communication Project Manager
  39. 39. 16©2018 | www.yole.fr | About Yole Développement CONTACT INFORMATION o CONSULTING AND SPECIFICANALYSIS, REPORT BUSINESS • North America: • Steve LaFerriere, Senior Sales Director forWestern US Canada Email: laferriere@yole.fr – + 1 310 600-8267 • Troy Blanchette, Senior Sales Director for Eastern US Canada Email: troy.blanchette@yole.fr – +1 704 859-0453 • Japan Rest of Asia: • Takashi Onozawa, General Manager,Asia Business Development (India ROA) Email: onozawa@yole.fr - +81 34405-9204 • Miho Othake, Account Manager (Japan) Email: ohtake@yole.fr - +81 3 4405 9204 • Itsuyo Oshiba, Account Manager (Korea Singapore) Email: oshiba@yole.fr - +81-80-3577-3042 • Greater China: Mavis Wang, Director of Greater China Business Development Email: wang@yole.fr - +886 979 336 809 • Europe: Lizzie Levenez, EMEA Business Development Manager Email: levenez@yole.fr - +49 15 123 544 182 • RoW: Jean-Christophe Eloy, CEO President,Yole Développement Email eloy@yole.fr - +33 4 72 83 01 80 o FINANCIAL SERVICES (in partnership withWoodside Capital Partners) • Jean-Christophe Eloy, CEO President Email: eloy@yole.fr - +33 4 72 83 01 80 • Ivan Donaldson,VP of Financial Market Development Email: ivan.donaldson@yole.fr - +1 208 850 3914 o CUSTOM PROJECT SERVICES • Jérome Azémar,Technical Project Development Director Email: azemar@yole.fr - +33 6 27 68 69 33 o GENERAL • Sandrine Leroy, Director, Public Relations Email: leroy@yole.fr - +33 4 72 83 01 89 / +33 6 33 11 61 55 • Email: info@yole.fr - +33 4 72 83 01 80 Follow us on

×