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Sensors for Cellphones and Tablets - 2016 Report by Yole Developpement

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In a global cellphone and tablet industry worth over $400B, sensors commanded US$12.2B in 2015, with 9.5% CAGR forecasted for 2015-2021.

The sensor market is still growing impressively, but needs to reinvent itself to avoid commoditization

While many are fearing a general slowdown due to smartphone market saturation, our forecast is rather optimistic concerning sensors. Driven by the expansion of the smartphone category over other phones and new applications, the sensor industry for cellphones and tablets is expected to grow at a 9.5% compound annual growth rate (CAGR) from 2015-2021. The market was worth US$12B in 2015, and will reach US$21B by 2021. The sensor offering has never been so diverse. The list includes: Accelerometers, gyroscopes, gyroscope for optical image stabilization (OIS), magnetometers, e-compasses, inertial measurement units (IMUs), including nine degree-of-freedom (9DOF) IMUs, microphones, pressure sensors, humidity and temperature (H&T), gas, ambient light sensors (ALS), proximity, red/green/blue (RGB) color sensors, heart rate monitors (HRMs), laser rangers, 3D cameras, CMOS image sensors (CISs), fingerprint and iris recognition. Makers of all such sensors need to stay at the cutting edge of innovation. In this report, we’ve analyzed and forecasted evolution of those sensors integrated in current smartphones, distributed in three different categories: the motion sensing hub, the environmental hub and the optical hub.

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Sensors for Cellphones and Tablets - 2016 Report by Yole Developpement

  1. 1. March © 2016 From Technologies to Markets 2016 Report Sensors for Cellphones and Tablets 2016 report sample
  2. 2. 2 SENSORS FOR CELLPHONES AND TABLETS Table of Contents @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample • Table of Contents/Report Scope 2 • Introduction, Definitions & Methodology 7 • Executive Summary 13 • Global Cellphones and Tablets Market Trends 30 • Value proposition of sensors for cellphones and tablets 52 • Sensor Landscape 56 • The 3 Sensors Hubs 64 • Sensors Forecasts (Munits, $M, CAGR) 78 • Inertial hub (Accelerometer, gyroscope, OIS, magnetometer, ecompass, IMU, 9DOF) • Technical analysis 79 • Environmental Hub (Pressure, microphone, gas, H&T) • Technical analysis 117 • Optical Hub (ALS, proximity, RGB, HRM, laser ranger, 3D camera, CIS, fingerprint, iris recognition) • Technical analysis 140 • Wafer start forecasts 196 • Buyers strategies 206 • Suppliers strategies 226 • Status of the M&A Landscape 233 • What Does The Future Of Sensors Hold? 237 • Conclusion 241 • Yole’s Presentation 245
  3. 3. 3 SCOPE OF THE REPORT Only sensors dedicated to cellphones and tablets @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample MEMS inertial sensors, pressure sensors, microphones, environmental sensors, fingerprint,ALS, CMOS… Others emerging sensors in mobile market (Laser ranger, Iris scan, biosensors, 3D cameras…) BAW, SAW, Multiplexers, Speakers, switches, micro-mirrors, micro-displays Energy harvesting, fuel cells Topics NOT included in the report
  4. 4. 4 WHO SHOULD BE INTERESTED IN THIS REPORT? @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample • MEMS device manufacturers Evaluate market potential of future technologies and products Understand the differentiated value of your products and technologies in this market Build a roadmap for modules: which type of modules?When? Identify new business opportunities Identify potential strategic partners or technology providers Monitor and benchmark your competitor’s advancements • MEMS foundries, material and equipment suppliers, packaging houses Understand what are the applications that will drive the volumes in 2020 Identify new business opportunities and prospects • Specialists of sensors (manufacturers, fabless), application processor, software vendors… Spot new opportunities and define diversification strategies linked to sensor / data fusion • Mobile phone and media tablet OEMs Evaluate market potential of future technologies and products to differentiate your products Evaluate the benefits of using these new technologies in your end system, design architectures for the next generation of systems Screen potential new suppliers able to provide new functionalities, or cost and size savings • R&D centers Evaluate market potential of future technologies and products for new applicative markets Identify the best candidates for technology transfer • Financial & strategic investors Understand the structure and value chain of the cellular handset and media tablet industry Estimate the potential of new devices such as RF MEMS tuners, oscillators, autofocus, speakers… Get the list of the main key players and emerging start-ups of this industry worldwide
  5. 5. 5 METHODOLOGIES & DEFINITIONS Yole’s market forecast model is based on the following elementary structured blocks: Yole’s analysis framework @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
  6. 6. 6 AAC Technologies,Analog Devices,Aichi MI,AKM,Alps Electric,Amazon,AMS,Apple,Aptina Imaging, Asus,Atmel,Audiopixels,AuthenTec, BlackBerry, BodyMedia, Boeing, Bosch Sensortec, Broadcom, Canon, Capella, Cavendish Kinetics, CSR, DelfMEMS, DeltaID, Discera, EPCOS, Excelitas, Fairchild, Fingerprint Cards, Freescale, Fujitsu, Gettop, Goertek, Google, Hillcrest Labs, HTC, Huawei, IDEX, IDT, Infineon, Intel, Intersil, InvenSense, Jabra, Jawbone, Kionix, Knowles Acoustics, Lemoptix, Lenovo, LG, Marvell, Maxim, mCube, Mediatek, MEMSVision, MEMSensing Microsystems, Memsic, Micello, Microvision, MiraMEMS, Mobiplex, Mosoro, Motorola, Movea, Murata, Navisens, Netatmo, NEWCO, Nextinput, Nokia, Nvidia, NXP, Omnivision, Omron, On Semiconductor, Oppo, Panasonic, PMD, poLight, Pyreos, Qualcomm, Qorvo, RFMD, Rohm, Samsung, Sand 9, Senodia, Sensirion, SensorPlatforms, Sharp, Silicon Labs, SiTime, Sony, Spreadtrum, STMicroelectronics, Synkera,TactusTechnology,TCL,Tessera, Texas Instrument,Toshiba,Trusted Positioning, Usound,Wavelens,WiSpry,Withings,Wolfson, Xiaomi, Yamaha,Yulong, ZTE and many more ! @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample COMPANIES CITED IN THIS REPORT
  7. 7. 7 GLOBAL TECHNOLOGY ROADMAP Moore and beyond : from information to interaction and transformation MEMS & sensors enable key functionalities… …which are the industry’s current battleground 1980 2010 2030 Moore More than Moore Beyond Moore Laptop Personal computers Smartphones Autonomous vehicles Robots Wearables Drones Acceleration Sensing Interaction age Processing Information age Actuating Transformation age Tablets Smart home 2040 Space travel Yole Développement © August2015 Technology x Market Development @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample Telekinesis Sensors reach consumer market
  8. 8. 8 SMARTPHONES MARKET EVOLUTION Realistic scenario 1.4% CAGR 2015-2021 @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 CAGR 2015- 2021 TOTAL PhonesRealistic 1249 1511 1781 2025 2242 2315 2316 2331 2359 2400 2456 2520 1,4% Entry-level phones(Munits) Realisticscenario) 287 302 321 324 314 278 266 268 260 240 246 227 -3,3% Featurephones(Munits) (Realistic scenario) 687 756 784 770 740 671 614 536 460 420 356 315 -11,9% Smartphone(Munits) (Realistic) 275 453 677 932 1188 1366 1436 1527 1640 1740 1854 1978 6,4% YoYSmartphonegrowth(Realisticscenario) 65% 49% 38% 28% 15% 5% 6% 7% 6% 7% 7% YoYTotal cellphonesRealistic growth 21,0% 17,9% 13,7% 10,7% 3,3% 0,1% 0,7% 1,2% 1,8% 2,3% 2,6% -10% 0% 10% 20% 30% 40% 50% 60% 70% 0 500 1000 1500 2000 2500 3000 YoYSmartphonegrowth(%)/YoYCellphonesgrowth(%) Worldwidecellphonesvolume(Munits) Worldwidecellphonesvolumesales- Munits- 2010/2021- Realisticscenario Yole Developpement @ April 2016
  9. 9. 9 2015 SMARTPHONE SALES INVOLUME Chinese players are threatening top players @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
  10. 10. 10 Sound Interface Security Communi- cation Motion Environmental Optical MEMS AND SENSORS IN MOBILE DEVICES Security, sound and 3D Imaging, the next value propositions of smartphones … @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample Capacitive MEMS Microphone Piezoelectric MEMS Microphone CIS (Front, Rear, Multi, 3D) Spectral sensing (IR, multispectral) Autofocus (VCM, liquid lens, MEMS, piezo) Particle, gas sensor Temp. / Humidity sensor Accelerometer Gyroscope Magnetometer Combos (IMU, eCompass, 9DOF) Pressure sensor Antenna tuner, filters, … MEMS oscillator Face/Eye/Iris recognition Fingerprint sensor Laser ranger 3D Touch ALS, proximity, RGB Laser ranger
  11. 11. 11 LANDSCAPE OF SENSORS USED IN SMARTPHONE MARKET 2014 - 2021 With a profusion of sensors @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample 2014 2021 Accelerometer Gyroscope Magnetometer 12 sensors 20 sensors ALS Proximity RGB CIS x4 Laser ranger IR sensor Fingerprint HRM Pressure Microphone x3 Gas sensor Accelerometer Gyroscope Magnetometer Microphone x2 Pressure ALS Proximity Fingerprint HRM CIS x2 3-in-1 2-in-1 (6A-IMU)2-in-1 (6A-IMU) 2-in-1
  12. 12. 12 TOTAL SENSOR MARKET FOR CELLPHONES AND TABLETS (MUNITS) The growth of sensors in the cellphones and tablets market will reach a 8% CAGR2016/2021 in units @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample Sensors 8% CAGR2016-2021 (Units) 3D camera 72% CAGR2016-2021 (Units) Fingerprint 21% CAGR2016-2021 (Units) 0,0 2000,0 4000,0 6000,0 8000,0 10000,0 12000,0 14000,0 16000,0 18000,0 20000,0 22000,0 24000,0 26000,0 2013 2014 2015 2016 2017 2018 2019 2020 2021 CAGR2016-2021 Total 11320,3 13862,7 15561,1 16586,7 17778,0 19267,6 20767,0 22509,0 24318,4 8,0% Other emerging MEMS 40,0 50,0 60,0 65,0 60,0 62,0 65,0 68,0 71,0 1,8% CIS sensors 3030,7 3645,9 3943,4 4128,6 4261,7 4545,3 4827,3 5144,4 5504,1 5,9% Optical HRM 9,3 35,6 68,3 86,2 91,6 114,8 121,8 148,3 158,2 12,9% Eye/Iris scanner 0,0 0,0 4,1 8,6 32,2 40,8 25,3 23,3 3,2 -18,1% Fingerprint 130,4 300,6 440,0 574,6 727,7 897,4 1063,0 1252,5 1463,5 20,6% 3D Camera 0,0 0,0 0,0 28,7 81,4 142,4 227,8 325,3 433,6 72,1% Laser Ranger 11,2 19,0 54,6 129,2 278,2 332,7 390,8 474,6 568,0 34,5% RGB 28,0 59,4 72,5 91,8 98,4 122,8 131,3 159,5 170,9 13,2% Proximity 526,6 654,5 748,7 801,7 846,3 902,0 966,2 1030,3 1066,8 5,9% ALS 1518,4 1763,7 1889,2 1924,2 1963,6 2030,2 2117,6 2201,0 2312,1 3,7% Gas/Particle sensors 0,0 0,0 0,0 0,0 0,0 4,9 20,9 46,4 79,1 0,0% Humidity + Temperature 89,9 66,8 72,3 70,8 72,5 73,5 73,8 77,7 80,3 0,0% Pressure sensors 92,5 215,2 382,6 535,1 684,2 849,1 1002,8 1202,9 1397,9 21,2% Silicon Microphones 2526,2 3175,4 3587,5 3796,8 4046,0 4343,5 4671,7 4982,8 5339,1 7,1% 9-axis Combos 0,0 2,4 6,8 10,8 15,3 20,5 26,1 37,1 59,3 0,0% 6-axis E-compass 103,6 115,3 122,4 138,5 137,6 138,6 163,3 166,2 171,6 4,4% 6-axis IMUs 480,2 611,2 715,8 777,0 865,0 980,0 1081,1 1194,8 1323,4 11,2% Magnetometers 1222,8 1480,8 1620,9 1677,1 1746,5 1840,4 1924,2 2030,6 2134,6 4,9% OIS gyroscopes 65,2 95,1 122,9 143,6 168,0 201,6 216,7 255,3 279,3 14,2% Gyroscopes 409,9 426,8 438,8 441,7 456,3 489,6 513,5 553,6 580,6 5,6% Accelerometers 1035,4 1145,1 1210,4 1156,7 1145,5 1135,4 1136,8 1134,4 1121,9 -0,6% 2013- 2021Cellphonesandtabletssensorsvolumeforecast (inMunits) bysensor type Yole Developpement @ April 2016
  13. 13. 13 TOTAL SENSOR MARKET FOR CELLPHONES AND TABLETS (US$M) Sensors for the cellphones and tablets market value will grow at 9.5% CAGR2016/2021 @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample 0,0 2000,0 4000,0 6000,0 8000,0 10000,0 12000,0 14000,0 16000,0 18000,0 20000,0 22000,0 24000,0 26000,0 2013 2014 2015 2016 2017 2018 2019 2020 2021 CAGR2016-2021 Total 8151,58 10580,03 12173,24 13410,48 14767,60 16337,96 17761,36 19422,28 21084,29 9,5% Other emerging MEMS 120,0 145,5 169,4 178,0 159,4 159,7 162,4 164,8 166,9 -1,3% CIS sensors 4879,4 6016,6 6670,3 7158,2 7573,7 8279,6 9013,1 9845,3 10797,1 8,6% Optical HRM 14,9 54,2 98,6 118,2 119,4 142,1 143,3 165,7 168,0 7,3% Eye/Iris scanner 0,0 0,0 19,3 39,3 139,7 171,7 103,1 92,3 12,2 -20,9% Fingerprint 652,2 1397,6 1902,7 2310,9 2722,0 3121,6 3438,6 3768,2 4094,7 12,1% 3D Camera 0,0 0,0 0,0 127,1 335,0 545,0 810,4 1076,5 1334,4 60,1% Laser Ranger 15,1 23,6 62,4 135,9 269,1 296,1 319,9 357,5 393,6 23,7% RGB 24,7 51,2 60,9 75,3 78,6 95,7 99,8 118,1 123,5 10,4% Proximity 181,6 220,2 245,7 256,5 264,0 274,4 286,6 297,9 300,8 3,2% ALS 352,8 399,8 417,8 414,9 412,8 416,1 423,2 428,8 439,2 1,1% Gas/Particle sensors 0,0 0,0 0,0 0,0 0,0 2,2 8,5 16,9 26,0 0,0% Humidity + Temperature 17,1 12,2 12,7 11,9 11,7 11,4 11,0 11,1 11,0 0,0% Pressure sensors 38,4 85,8 146,7 196,9 241,7 288,0 326,5 376,0 419,5 16,3% Silicon Microphones 606,7 778,2 897,2 930,5 971,8 1022,4 1077,6 1126,4 1182,8 4,9% 9-axis Combos 0,0 3,4 9,2 13,7 18,2 23,0 27,5 36,7 55,3 0,0% 6-axis E-compass 70,8 75,1 75,9 81,6 77,0 73,7 82,5 79,7 78,2 -0,8% 6-axis IMUs 447,8 537,7 594,1 606,2 634,4 675,6 700,6 727,8 757,8 4,6% Magnetometers 215,1 249,3 261,1 258,0 256,6 258,3 257,9 259,9 260,9 0,2% OIS gyroscopes 35,7 50,0 62,2 69,8 78,3 90,3 93,2 105,4 110,6 9,7% Gyroscopes 267,9 263,2 255,3 241,5 234,5 236,6 233,2 236,4 233,0 -0,7% Accelerometers 211,3 216,4 211,8 186,2 169,7 154,7 142,5 130,8 119,0 -8,6% 2013- 2021Cellphonesandtabletssensorsrevenueforecast (in$M) bysensor type Yole Developpement @ April 2016
  14. 14. 14 2015 SENSOR LANDSCAPE Global market value US$12.2B @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
  15. 15. 15 MEMS & SENSORS TRANSITIONING TOWARDS 3 MAIN HUBS… Closed Package Hub Accelerometer Gyroscope Magnetometer INERTIAL DOF 6 9 IMU ENVIRONMENTAL Open Cavity Hub Gas / Particle Pressure Temp/Humidity Microphone OPTICAL Optical Hub Visible 3D vision Multi spectral 3D Proximity/ambient @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
  16. 16. 16 DIFFERENT ARCHITECTURES OF ACCELEROMETER USING TSV 2013 20142012 Cu TSV in ASIC Via Middle 10:100 AR 10 WLCSP Package type W TSV-like 3:30 AR 10 connecting MEMS to IC metal layers (fusion bonding) Integrationscheme-Crosssection TSV Trench to connect with wirebonding from MEMS to ASIC W TSV-like 3:30 AR 10 connecting MEMS to IC metal layers (fusion bonding) LGA package WLCS package WLCS package W TSV-like will still be used with a Wafer Level Approach that will enable the smallest MEMS die Source: mCube LGA package LGA package 2015 - 2016 @2016 | www.yole.fr | Sensors for Cellphones and Tablets | SamplePictures from
  17. 17. 17 WHY SENSOR FUSION From sensing to predicting, towards more advanced user cases, MEMS and sensors are enabling new applications with more added value • Sensor fusion requires many sensor technologies combined with intelligence for improved solutions or system performance. With sensor fusion, the whole is greater than the sum of the individual parts. Sensor fusion also combines data from other sources such as map data, bio data. Accelero Gyro Magneto Gas Pressure Humidity etc … Software µC Connectivity =+ DATA Motion detection Monitoring Context awareness Intent prediction • User interface • Gaming • Image stabilization • Activity classification • Environmental monitoring • Indoor position tracking • Augmented reality • LBS • Well being recommendations Inspired by Bosch @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
  18. 18. 18 FINGERPRINT SENSORS Apple/Authentec, FingerPrint Cards and CrucialTec lead the fingerprint market @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample 2013 2014 2015 2016 2017 2018 2019 2020 2021 Smartphone 130 261 396 531 687 853 1009 1187 1384 Feature Phone 0 0 0 0 0 5 13 21 31 Entry level phone 0 0 0 0 0 0 0 0 0 Tablets 0 39 44 43 41 40 41 45 48 TOTAL 130 301 440 575 728 897 1063 1253 1463 Market value ($M) 652 1443 2027 2542 3091 3659 4160 4706 5279 0 1000 2000 3000 4000 5000 6000 0 200 400 600 800 1000 1200 1400 1600 Marketvalue($M) Marketvolume(Munits) Fingerprint sensors for mobile and tablets - 2013-2021 market (Munits) Yole Developpement @ April 2016
  19. 19. 19 FRONT CAMERA -VIDEOCALL + SELFIE TREND Could this be Apple’s next move ? Regarding the slow down of Apple's momentum, they may take the opposite line of competitors by focusing on the front side! @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample 3D Camera – Stereo orToF (Res.VGA, IR LED illumination) Multisource: • PMD/Infineon • SoftKinetic/Sony • Primesense/Apple • Heptagon 2-1/3-1 ALS/Proximity/Color Front camera (Res. 5-8Mp) Apple’s DNA is strongly related to Human Machine Interface. Front side 3D camera could be the first step toward a new generation of enhanced HMI (Enhanced videocall, background removal, eye contact, avatars, gesture recognition, etc.)  Technology maturity  Multisource availability  Easy to integrate (No OIS)  Lower cost than rear dual cameras  Reliable  “Wow effect”  Recent acquisitions Front camera module Why now ? Courtesy of Faceshift
  20. 20. 20 BIOMETRICS HAVE WIND IN THE SAILS Fingerprint sensors were first implemented, is face/iris recognition the next step? Strong investments into biometrics, targeting mobile payment From convenience to mobile payment FINGERPRINT IRIS FACE Smartcard fraud is inflating in US ($380M)  High investment in mobile payment @2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
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In exchange to this uncertainty, the company will get a discount that can vary from 15% to 10%. 3.3 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. 3.4 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. 3.5 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 access on line the reports on I-micronews.com. In this respect, the Seller will give the Buyer a maximum of 10 password, unless the multiple sites organization of the Buyer requires more passwords. The Seller reserves the right to check from time to time the correct use of this password. 6.6 In the case of a multisite, multi license, only the employee of the buyer can access the report or the employee of the companies in which the buyer have 100% shares. 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 
  23. 23. © 2016 Yole Développement FromTechnologies to Market
  24. 24. 22 MEMS Sensors LED Compound Semi. Imaging Photonics MedTech Manufacturing Advanced Packaging Batteries / Energy Management Power Electronics FIELDS OF EXPERTISE Yole Développement’s 30 analysts operate in the following areas ©2016 | www.yole.fr | About Yole Développement
  25. 25. 23 4 BUSINESS MODELS o Consulting and Analysis • Market data research, marketing analysis • Technology analysis • Strategy consulting • Reverse engineering costing • Patent analysis www.yole.fr o Reports • Market Technology reports • Patent Investigation and patent infringement risk analysis • Teardowns Reverse Costing Analysis • Cost SimulationTool www.i-Micronews.com/reports o Financial services • MA (buying and selling) • Due diligence • Fundraising • Maturation of companies • IP portfolio management optimization www.yolefinance.com www.bmorpho.com o Media • i-Micronews.com website • @Micronews e-newsletter • Communication webcast services • Events www.i-Micronews.com ©2016 | www.yole.fr | About Yole Développement
  26. 26. 24 A GROUP OF COMPANIES Market, technology and strategy consulting www.yole.fr MA operations Due diligences www.yolefinance.com Innovation and business maker www.bmorpho.com Manufacturing costs analysis Teardown and reverse engineering Cost simulation tools www.systemplus.fr IP analysis Patent assessment www.knowmade.fr ©2016 | www.yole.fr | About Yole Développement
  27. 27. 25 OUR GLOBAL ACTIVITY ©2016 | www.yole.fr | About Yole Développement
  28. 28. 26 RESEARCH PRODUCTS - CONTENT COMPARISON Custom analysis scope is defined with you to meet your information and budget needs Breadth of the analysis Depthoftheanalysis Custom Analysis Workshops Standard Reports ©2016 | www.yole.fr | About Yole Développement
  29. 29. 27 SERVING THE ENTIRE SUPPLY CHAIN Our analysts provide market analysis, technology evaluation, and business plan along the entire supply chain Integrators and end-users Device makers Suppliers: material, equipment, OSAT, foundries… Financial investors, RD centers ©2016 | www.yole.fr | About Yole Développement
  30. 30. 28 SERVING MULTIPLE INDUSTRIAL FIELDS We are working accross 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 ©2016 | www.yole.fr | About Yole Développement
  31. 31. 29 REPORTS COLLECTION o Yole Développement publishes a comprehensive collection of market technology reports and patent analysis in: • MEMS Sensors • Imaging • Medical technologies (MedTech) • Photonics • Advanced packaging • Manufacturing • Power electronics • Batteries and Energy management • Compound semiconductors • LED o Our reports are unmatched in quality and technology depth and typically include: • Technology trends and evolution: costs, barriers, roadmaps, etc. • Supply value chain analysis: business models, relationships, value flows, etc. • In-depth analysis of applications and market drivers: challenges, inflection points, etc. • Market data ($, units, wafer starts, etc.) • Patent investigation • Component and module reverse engineering and costing analysis o Every year, Yole Développement, System Plus Consulting and Knowmade publish +70 reports. o Take the full benefit from our Bundle and Annual Subscription offers. www.i-Micronews.com ©2016 | www.yole.fr | About Yole Développement
  32. 32. 30 OUR 2016 REPORTS PLANNING (1/2) MARKET ANDTECHNOLOGY REPORTS byYole Développement o MEMS SENSORS − Gas Sensor Technology and Market 2016 − Status of the MEMS Industry 2016* − Sensors for Cellphones and Tablets 2016 − Market and Technology Trends of Inkjet Printheads: Towards New Printing Opportunities 2016… − Sensors for Biometry and Recognition 2016 − Finger Print Sensors Market and Technologies 2016 − 3D Imaging Sensing 2016** − Silicon Photonics 2016 − Emerging Non Volatile Memories 2016* o IMAGING OPTOELECTRONICS − Sensors for Drones and Robots: Market Opportunities and Technology Revolution 2016 − Status of the CMOS Image Sensor Industry 2016* − Uncooled Infrared Imaging Technology Market Trends 2016* − Imaging Technologies for Automotive 2016 − 3D Imaging Sensing 2016** − Silicon Photonics 2016 o MEDTECH − BioMEMS: Microsystems for Healthcare Applications 2016 − Point of Need Testing 2016: Application of Microfluidic Technologies o ADVANCED PACKAGING − FanOut WLP: Technology Trends and Business Update 2016* − Embedded Die Packaging: Technology and Markets Trends 2016* − 2.5D 3D IC Business Update 2016 − Status of the Advanced Packaging Industry 2016* − Advanced Packaging in Emerging Markets: China 2016 o MANUFACTURING − Inspection and Metrology Technology and Applications Trends in Advanced Packaging 2016** − Equipment and Materials for Fan Out Technology (Wafer vs Panel) − Equipment and Materials for Advanced Substrates − Equipment and Materials for 3D T(X)V Technology − Thinning Dicing Equipment for Advanced Packaging, MEMS, Photovoltaics, LED, CMOS 2016 **To be confirmed ©2016 | www.yole.fr | About Yole Développement
  33. 33. 31 OUR 2016 REPORTS PLANNING (2/2) o COMPOUND SEMICONDUCTORS − GaN RF Devices Market: Applications, Players, Technology, and Substrates 2016 – 2022 − SiC Modules, Devices and Substrates for Power Electronics 2016* − GaN Modules, Devices and Substrates for Power Electronics 2016* − Sapphire Applications Market 2016: from LED to Consumer Electronics* o LED − Automotive Lighting: Technology, Industry, and Market Trends 2016 − OLED for Lighting - Technology, Industry and Market Trends 2016 − Sapphire Applications and Market 2016: From LED to Consumer Electronics* − LED Packaging 2016 − Microdisplays and MicroLEDs − UV LED Technology, Manufacturing and Applications Trends 2016* o POWER ELECTRONICS − Power Electronics for EV/HEV 2016: Market, Innovations and Trends − GaN RF Devices Market: Applications, Players, Technology, and Substrates 2016 – 2022 − Opportunities for Power Electronics in Renewable Electricity Generation 2016 − Status of Power Electronics Industry 2016* − Passive Components Technologies and Market Trends for Power Electronics 2016 − SiC Modules, Devices and Substrates for Power Electronics 2016* − GaN Modules, Devices and Substrates for Power Electronics 2016* − Inverter Technologies Trends Market Expectations 2016 − Thermal Management for LED and Power 2016 o BATTERY − Market Trends and Technologies in Battery Pack and Assembly 2016 − Innovative and Emerging Technologies in Energy Storage Market 2016 **To be confirmed PATENT ANALYSIS by Knowmade o Patent Infringement (crossed analysis based on Knowmade and System Plus Analysis expertise) o Patent Investigation (crossed analysis based on Knowmade Yole Développement expertise) o Patent Landscape TEARDOWN REVERSE COSTING by System Plus Consulting More than 30 teardowns and reverse costing analysis and cost simulation tools to be published in 2016. ©2016 | www.yole.fr | About Yole Développement
  34. 34. 32 OUR 2015 PUBLISHED REPORTS LIST o MEMS SENSORS − Sensors and Data Management for Autonomous Vehicles − Sensors for Wearable Electronics And Mobile Healthcare − Status of the MEMS Industry − Uncooled Infrared Imaging Technology Market Trends − Infrared Detector Technology Market Trends − High-End Gyroscopes, Accelerometers and IMUs for Defense, Aerospace Industrial − Emerging Non Volatile Memory (NVM) Technology Market Trends o IMAGING OPTOELECTRONICS − Camera Module Industry − Uncooled Infrared Imaging Technology Market Trends − Status of the CMOS Image Sensors − Infrared Detector Technology Market Trends o MEDTECH − Sample Preparation Automation Through Emerging Microfluidic Technologies − 2015 Microfluidic Applications in the Pharmaceutical, Life Sciences, In-Vitro Diagnostic, and Medical Device Markets − Sensors for Wearable Electronics And Mobile Healthcare o COMPOUND SEMICONDUCTORS − Sapphire Applications Market 2015: from LED to Consumer Electronics − SiC, GaN, and other Wide Band Gap (WBG) materials for power electronics applications − GaN and SiC Devices for Power Electronics Applications o LED − LED Lighting Module Technology, Industry and Market Trends 2015 − UV LED - Technology, Manufacturing and Application Trends − Phosphors Quantum Dots 2015: LED Downconverters for Lighting Displays − Sapphire Applications Market 2015: from LED to Consumer Electronics o POWER ELECTRONICS − Power Packaging Technology Trends and Market Expectations − Energy Management for Smart Grid, Cities and Buildings: Opportunities for Battery Electricity Storage Solutions − Status of Chinese Power Electronics Industry − New Technologies and Architectures for Efficient Data Center − IGBT Market and Technology Trends − Status of Power Electronics Industry − SiC, GaN, and other Wide Band Gap (WBG) materials for power electronics applications − GaN and SiC Devices for Power Electronics Applications o ADVANCED PACKAGING − Status of the Advanced Packaging Industry − Supply Chain Readiness for Panel Manufacturing in Packaging − Fan-in Wafer Level Packaging: Market and Technology Trends − Flip Chip: Technologies and Markets Trends − Fan-Out and Embedded Die: Technologies Market Trends o MANUFACTURING − Photolithography Equipment and Materials for Advanced Packaging, MEMS and LED Applications − Emerging Non Volatile Memory (NVM) Technology Market Trends ©2016 | www.yole.fr | About Yole Développement
  35. 35. 33 MICRONEWS MEDIA o About Micronews Media Micronews Media, powered by Yole Développement, ensures you the best visibility in the disruptive semiconductor community. With our services, we help you to reach your customers worldwide with the media products they prefer, including our website, e-newsletter, webcasts, and magazines. Invest in a high added- value editorial program and get access to Yole Développement’s network (48 000+ contacts). o Four supports and channels for your visibility • A webcast to highlight your expertise and develop your business identifying commercial leads • Articles, advertisements logo and banners dedicated to your company, its products and expertise in @Micronews e- newsletter and on i-Micronews.com Focused community Identified contacts Large community Mass contacts ©2016 | www.yole.fr | About Yole Développement
  36. 36. 34 COMMUNICATION SERVICES All services listed below are available on–demand. o i-Micronews.com, the website Slider – Banners (on English or Japanese websites) – Articles – Logo and profile as sponsor o @Micronews, the e-newsletter Headline article - Tiles o Custom webcast Develop your dedicated event with a high added-value program. A turnkey event withYole support (logistics, promotion, data…) Contacts: Camille Veyrier (veyrier@yole.fr) and Clotilde Fabre (fabre@yole.fr), Marketing Communication Project Managers. ©2016 | www.yole.fr | About Yole Développement
  37. 37. 35 CONTACT INFORMATION Follow us on • Consulting and Specific Analysis • North America: Steve LaFerriere, Director of Northern America Business Development Email: laferriere@yole.fr • Japan Asia:Takashi Onozawa, Representative Director,Yole KK Email: onozawa@yole.fr • RoW: Jean-Christophe Eloy, CEO President,Yole Développement Email eloy@yole.fr • Report business • North America: Steve LaFerriere, Director of Northern America Business Development Email: laferriere@yole.fr • Europe: Fayçal El Khamassi, Headquarter Sales Coordination Customer Service Email: khamassi@yole.fr • Japan Asia:Takashi Onozawa, Representative Director,Yole KK. Email: onozawa@yole.fr • Korea: HaileyYang, Business Development Manager, Korean Office Email: yang@yole.fr • Greater China: Mavis Wang, Business Development Director Email: wang@yole.fr • Financial services • Jean-Christophe Eloy, CEO President Email: eloy@yole.fr • General • Email: info@yole.fr ©2016 | www.yole.fr | About Yole Développement

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