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UV LEDs - Technology, Manufacturing and Application Trends 2016 Report by Yole Developpement

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After fast adoption of UVA LEDs for curing applications, UVC LEDs for purification/disinfection are now ready

FOLLOWING THE UV CURING BOOM, DISINFECTION AND PURIFICATION APPLICATIONS ARE FINALLY READY TO TAKE OFF

The UVC LED industry is still small but strong growth is expected in the next 18 months due to dramatic price reductions. In 2016 prices are 1/8-1/10 of what they were in 2015. This has been triggered by the industry’s development, its transition to mass production and improved device performance. With most of the industry believing that $1-$4/mW is the price that would trigger mass market adoption we are getting close to a UVC LED market boom. Another positive sign is that most UVC LED manufacturers are now focusing on developing cost-effective solutions rather than improving device power output. In parallel, the UVC LED industry continues to work on increasing lifetime and developing lower wavelength devices, below 280nm.

UVA LEDs continue to progress in the UV curing space. Continuous improvement of device performance coupled with price reduction has allowed the technology to be increasingly adopted in UV curing applications. Penetration of UV LEDs is increasing but we observe differences in adoption rates depending on application. Small size and low speed applications like spot adhesive and digital inkjets have the highest adoption rate, and most new developments use UV LEDs. This is due to the small module size and low irradiance level needed that limits the extra cost of integrating UV LEDs compared to the total price of systems like inkjet printers. On the other hand, applications that need high speed processes and/or high levels of irradiance such as screen printing or coating applications have lower adoption rates. This is because UV LED performance is not yet good enough to fully replace traditional mercury lamps.

In this context, we expect the UVC LED market to strongly grow from $7M in 2015 to $610M by 2021. Despite increased penetration rate in all applications, the UVA LED market will grow more slowly, from $107M in 2015 to $357M by 2021, moderated by price pressure.

The report presents a comprehensive review of all UV light applications including analysis of UV curing, UV purification/disinfection and analytical instruments. It highlights the UV LED working principle, market structure, UV LED market drivers and associated challenges, recent trends, new applications created by UV LEDs, UV LED market size split by application, and much more.

More information on that report at http://www.i-micronews.com/reports.html

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UV LEDs - Technology, Manufacturing and Application Trends 2016 Report by Yole Developpement

  1. 1. From Technologies to MarketUV LED - Technology, Manufacturing and ApplicationTrends 2016 Edition SAMPLE July 2016
  2. 2. 2 REPORT OBJECTIVES The objectives of the report are to: • Review the global UV LED industry from substrate to system and provide insights into the modification of the value and supply chains following the penetration of this disruptive technology • Review the current status of UV LED manufacturing and analyze the performance and price roadmap • Analyze the UV curing industry, its different applications and associated characteristics • Review UVC applications and promising disinfection applications • Analyze new UV LED applications based on their added value compared to traditional technologies ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  3. 3. 3 REPORT OBJECTIVES P6 EXECUTIVE SUMMARY P7 TRADITIONAL UV LAMP BUSINESS P27 o UV wavelengths - Classification o UV lamp applications - Split by wavelength and power output o Traditional UV lamps • 2015 market segmentation and size • Performance o UV lamp power - Some definitions o Traditional UV lamps - Technical positioning o UV power requirements by application, and UV LED best results o UV LED vs. UV lamp - Comparison table o UV lamp applications - Characteristics, market price and accessibility for UV LED o 2015 UV lamp market volume and size - Split by application o UV lamp market volume & size - 2008 to 2015 o UV lamp market analysis • Positioning of key UV lamp manufacturers • Traditional low power mercury lamp manufacturers • Traditional high power mercury lamp manufacturers o Relationship between traditional UV systems and UV lamps UV LAMP VS. UV LED P48 o From UV lamp to UV LED - Different design approach o UV lamp vs. UV LED • Traditional UV system pricing • Different strategies and business models • Different typologies of player • Different strategies for harnessing value of UV LEDs UV LED MARKET P56 o UV LED applications roadmap - Timeline / Time-to-market o UV LED market size ($M) - Split by application o Relative market shares of UV LED applications o UV light source business comparison - An increased presence of UV LEDs o UV LEDs market share - Comparison 2015 and 2021 o Conclusion UVA / UVB APPLICATIONS (1/3) P66 o Overview • Main applications and niche markets • Lamp specifications and market highlights • As a function of optical power output and wavelength TABLE OF CONTENT (1/5) ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  4. 4. 4 UVA / UVB APPLICATIONS (2/3) P66 o UV curing • Introduction • Optical power output and wavelength characteristics • Principle • UV curing vs. Other curing technologies • UV curing vs. Electron Beam (EB) curing • UV curing applications • Large surface curing vs. spot curing • UV curing system market size • Split by application • Split by region • Ink applications • Inkjet / Digital printing • Industrial inkjet / digital printing • Screen printing • Flexographic printing • Coating and adhesive applications • UV LED integration • UV LED vs. UV lamp • Drivers & Barriers • Regulation aspects • Options for UV LEDs to overcome barriers • Positioning of key players in the applications matrix • Technology adoption • Application trends • Geographical trends • Key players per application • UV LED curing system technologies • Introduction • System structure • Influence of functions on UV output • Arrays, Thermal management and Optic • Power supply and driver • Performance vs. Customization • Cost aspects • Development roadmap • UV LED curing system industry • Mapping of key players • Origin of players • Focus on printer manufacturers and traditional UV systems manufacturers • Focus on new manufacturers and optics manufacturers • Focus on other curing technology manufacturers and LED lighting manufacturers • Improving UV LED curing efficacy • Mixed UVA wavelength system • Mixed UVA / UVB / UVC wavelength system • Methods to Mitigate Oxygen Inhibition • Inert atmosphere • Others • Measurement of UV LED sources • Need for dedicated equipment • Measurement options of UV LED curing module / system • Inks for UV LEDs • Role of ink formulators into UV LED curing • Highlights • Trends • 395nm vs. 365nm TABLE OF CONTENT (2/5) ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  5. 5. 5 UVA / UVB APPLICATIONS (3/3) P66 o Medical phototherapy • Introduction • Optical power output and wavelength characteristics • Market and industry highlights • Main developments and players • Characteristics, trends and market metrics UVC APPLICATIONS P165 o Overview • Main applications and niche markets • Lamp specifications and market highlights • Market drivers and barriers o Disinfection / Purification • Introduction • Principle and technologies • Market segmentation • UVC purification systems - 2015 market size • UV dose requirement by application • 2015 UV lamp application and market accessible to UV LEDs • Water disinfection / purification • UV disinfection / purification segments and price of systems • Positioning of main UV players • UV system / equipment market size per segment • Price and power of UV lamp • UV LED integration • Status & Future trends • Main technological challenges • Timeline per application • Air and surface disinfection / purification • UV disinfection / purification segments and price of systems • UV system / equipment market size per segment & Positioning of main UV players • UV LED integration - Status and trends • Surface disinfection / purification • Focus on HAIs prevention • Focus on food industry • Emerging UV LED disinfection / purification applications • Food disinfection • Medical / Healthcare, Consumer (…) • Conclusion o Analytical instruments • Introduction • Focus on spectrofluorometry • Focus on UV-Vis spectroscopy • Focus on liquid chromatography • Focus on gas chromatography • Conclusion NEW UV LED APPLICATIONS P246 o Introduction o UVA applications (general lighting, 3D printing, photolithography…) o UVB applications (plant growth…) o UVC applications (self-cleaning UV light touchscreen, sanitizer…) o Conclusion TABLE OF CONTENT (3/5) ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  6. 6. 6 UV LED INDUSTRY P281 o History of the UV LED industry o UV LED chip and package manufacturers • Mapping of UVA LED players • Mapping of UVB / UVC LED players • Players from the visible LED industry • Pure UV LED player o From visible LED industry to UV LED industry • Status of the visible LED industry • Focus on top-10 visible LED manufacturers o Recent JV and M&A in the UV LED industry o UV LED industrial supply chain • UVA LED industry • Positioning of players • Analysis of status and trends • UVB / UVC LED industry • Positioning of players • Analysis of status and trends UV LED PERFORMANCE AND PRICE P302 o UV LED External Quantum Efficiency (EQE) • R&D level - Results from industry only (2010 - 2015 evolution) • R&D Level - Results from industry and laboratories • Analysis of UV LED improvements at the R&D level (2010 - 2015) o Recent achievements (Q1-2015 to Q2-2016) • Analysis of UVA LED commercial products from key players • Analysis of UVB / UVC LED commercial products from key players • Global trends o UV LED lifetime o UV LED package price • Q2-2015 vs Q2-2016 • Roadmap • Analysis UV LED MANUFACTURING (1/2) P313 o Introduction • UV LED manufacturing process • UV LED wavelength as a function of al content in the chip active layer • UV LED chip structure • External Quantum Efficiency (EQE) as a function of wavelength o UV LED chip manufacturing - Main challenges and axis of research • Internal Quantum Efficiency (IQE) improvement • Electron Injection Efficiency (EIE) improvement • Light Extraction Efficiency (LEE) improvement • Insights on UV LED Epitaxy • Other research areas o UV LED chip manufacturing - Mainstream substrates • Main substrate manufacturers • Focus on AlN / sapphire template • Focus on bulk AlN substrate • Substrate price TABLE OF CONTENT (4/5) ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  7. 7. 7 UV LED MANUFACTURING (2/2) P313 o Introduction • UV LED manufacturing process • UV LED wavelength as a function of al content in the chip active layer • UV LED chip structure • External Quantum Efficiency (EQE) as a function of wavelength o UV LED chip manufacturing - Main challenges and axis of research • Internal Quantum Efficiency (IQE) improvement • Electron Injection Efficiency (EIE) improvement • Light Extraction Efficiency (LEE) improvement • Insights on UV LED Epitaxy • Other research areas o UV LED chip manufacturing - Mainstream substrates • Main substrate manufacturers • Focus on AlN / sapphire template • Focus on bulk AlN substrate • Substrate price o UV LED chip manufacturing - Emerging substrates • GaN substrate • Si Substrate o UV LED packaging • Overview • Focus on thermal management • Focus on encaspulant and primary optic o UV LED manufacturing cost GENERAL CONCLUSION P360 TABLE OF CONTENT (5/5) ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  8. 8. 8 Biography & contact ABOUT THE AUTHORS Pars Mukish Pierrick Boulay Pierrick BOULAY holds a master degree in Electronics from ESEO (France). He works as Market andTechnology Analyst in the fields of LED, OLED and Lighting Systems to carry out technical, economic and marketing analysis. He has experience in both LED lighting (general lighting, automotive lighting…) and OLED lighting. In the past, he has mostly worked in R&D department for LED lighting applications. boulay@yole.fr Pars MUKISH holds a master degree in Materials Science & Polymers (ITECH - France) and a master degree in Innovation & Technology Management (EM Lyon - France). Since 2015, Pars MUKISH has taken on responsibility for developing LED, OLED and Sapphire activities as Business Unit Manager atYole Développement. Previously, he has worked as Marketing Analyst and Techno-Economic Analyst for several years at the CEA (French Research Center). mukish@yole.fr ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  9. 9. Report’s sample
  10. 10. 10 For each type of UV, there are specific applications. Split by wavelength UV LAMP APPLICATIONS UVC UV curing Analytical instruments UV sources UVA Photocatalytic purification Counterfeit detection UVB Medical phototherapy Tanning Water AirSurface Emerging / New applications Disinfection / Purification ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  11. 11. 11 UV curing has several advantages compared to IR and heat curing. UV curing had a 25% market share in 2015,a and there is still a strong potential for growth. UV Curing vs. Other CuringTechnologies UV CURING - INTRODUCTION • UV curing is still in development and represent only 25% of the total curing industry. The remaining 75% of the market share are taken by IR, heat treatment (…). Advantages Drawbacks • Instant drying • Improved properties for inks and coatings • Environmentally friendly • Higher productivity • Elimination of IR wavelengths,allowing for lower heat transfer to the substrate • Improved adhesion • Inks and coatings can be more expensive • Upfront cost of equipment is higher • UV inks perform differently compared to conventional inks and coatings • Process integration can sometimes be difficult 25% 75% CuringTechniques - 2015 Market Shares UV Curing Others (IR, Heat Treatment…) ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  12. 12. 12 • Screen printing is a printing technique whereby a mesh is used to transfer ink onto a substrate. • Main specifications: • Need a master (printed pattern). • Low resolutions (>100µm). • Thick layers (>10µm). • Broad range of ink viscosity. • Fast process: a few 1,000s A4 sheets/hour. • Major applications: • Very broad range of applications from posters, labels, decals, signage, and all types of textiles and electronic circuit boards: • Graphics: POP (Point Of Purchase) Graphics / (…). • Industrial: Optical Media / Credit Card / Automotive (for flat instrument panels) / Container (for direct container decoration including PE, polypropylene, polycarbonate, PET) / (…). • Textile. Screen Printing UV CURING - INK APPLICATIONS ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  13. 13. 13 • The design of an UV LED system is based on different parameters and each implementation decision will impact system's performances. • The choice of the LED is not the main parameter and the design of the other component of the system will strongly impact total efficacy/performance. • A UV LED system is composed by: • Packaged LEDs and array design. • Thermal management. • Optics. • Power supply and driver. • The targeted application will command : • The UV dose required. • The wavelength used for the system. • Measuring irradiance and dose for process control. Introduction (1/2) UV LED SYSTEM CURING DESIGN Packaged LED Array Design Thermal Management Optical Design Power Supply & Driver Measuring Irradiance and UV Dose UV Dose Wavelength Influencing parameters of a UV LED system: ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  14. 14. 14 The UV LED business is expected to grow from ~$XXM in 2015 to ~$XXM in 2021! During this period, the UV LED market ($M) will grow by x8.5, whereas the traditional UV lamps market will only grow by x2.1. Comparison 2015 and 2021 UV LEDS MARKET SHARE ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  15. 15. 15 • UV LEDs transfer about 15-25% of the received input power into light. Even if this is significantly better than mercury lamps, the remaining 75-85% is transferred as heat and so, the need to cool the LEDs/array. • Currently, two thermal management techniques are used to cool UV LEDs: air cooling or liquid cooling. • Following the Dow Chemical Company, recommendations for liquid cooling should use following proportions: 25-30% glycol to 75-70% water. • Water cooling is preferred to air cooling because it has better cooling performance and ensure to have a low working temperature of the module. Moreover, extra cost of water cooling module is limited compared to the price of a UV LED module. • Some companies have enhanced water cooling performances by using pressurized water. This technology seems to have a better temperature equalization and heat exchange efficiency. Influence of Functions on UV Output - Thermal Management UV LED SYSTEM CURING DESIGN Source: Phoseon Air cooled system (left) and water cooled system (right) from Integration technology Air Cooling Liquid Cooling XX XX XX XX For given irradiance, larger lamp size due to fan size. XX ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  16. 16. 16 Map of Key players UV CURING - UV LED CURING SYSTEM INDUSTRY North America: • Air Motion System • XX • XX • Baldwin Technology • XX • XX • XX • XX • XX • Phoseon • XX • XX • XX • XX • XX • XX • XX • XX Europe: • XX (CZ) • XX (UK) • Benford UV (UK) • XX (DE) • Digital printing System (DPS) Innovations (CH) • XX (DE) • GEW UV (UK) • XX (IT) • XX (DE) • Heraeus Noblelight (DE) • Honle (DE) • XX (UK) • IST (DE) • XX (FR) • XX (DE) • XX (NL) • XX (IT) • PrintabLED (IT) • XX (DE) • XX (UK) • XX (IT) • XX (FR) Taiwan: • XX • XX • XX • Playnitride • XX Japan: • XX • Daico MFG Co., LTD • XX • Hamamatsu • XX • XX • Kyocera • XX • XX • Panasonic • XX • XX • Toshiba • XX South Korea: • XX China: • Blue Sky UV & IR Technology Co., Ltd. • XX • Pro-UV • XX • Shenzhen Hanhua Opto • XX • XX • XX • XX • XX • XX ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  17. 17. 17 • As mentioned previously, one of the main challenge related to development / commercialization of UV LED based water disinfection system is about the availability of “good performance” and “low cost” UVC LEDs. • This topic is developed in the chapter “UV LED Performance and Price” and “UV LED industry” of this report - • The second main challenge with such systems is related to the development of the UVC LED reactor as designing with UVC LEDs is totally different than with UV lamps, and is key to increase system efficiency. UV LED Integration - MainTechnological Challenges (1/3) WATER DISINFECTION / PURIFICATION Design of UVC LED systems must be different! Source:AquiSense Technologies In UVC LED disinfection system, efficiency of the reactor have to be high to compensate for low efficiency of the UV LED source. ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  18. 18. 18 A lot of new concepts are being developed. Medical / Healthcare, Consumer (…) EMERGING UV LED DISINFECTION / PURIFICATION APPLICATIONS UVC LED surface cleaner Source: LG UVC LED sanitizer Source: QD Jason UVC LED smartphone cleaner Source: LG UVC LED contact lens case Source: QD Jason UVC LED sanitizing toothbrush case Source: QD Jason (left) and LG (right) UVC LED bandage Source: QD Jason ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  19. 19. 19 • It is a laboratory equipment especially suited for the creation of microfluidic systems, integrated optical circuits and surface microstructuration by photolithography. Performances: • Resolution: XX µm. • Wavelength: 365nm or XX nm. • Power density: up to XX mW/cm². • Substrate warm-up during exposure: <1°C. • Exposure cycle: 1s to XXhrs. Applications: • Microfluidic. • XX. • XX. • Photonics. Photolithography NEW APPLICATION - UVA Microelectronics Surface structuration Microfluidic UV LED exposure masking system (Source: Kloé) ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  20. 20. 20 Since 2008, the industry has grown by a factor superior to X. • In 2008, the UV LED industry represented an industrial ecosystem of 10-15 companies. • With the adoption of UV LED for curing applications, the industrial ecosystem has grown to reach a size of 30-35 players in 2012. • Nowadays, with the boom of UV curing applications and increased potential of UV LED for disinfection / purification applications, XX companies are involved in the UV LED industry. • This growth has been emphasized by XX. HISTORY OFTHE UV LED INDUSTRY XX+ companies identified 2008 2010 2012 2013 2015 10+ companies identified 20+ companies identified 30+ companies identified 40+ companies identified XX+ companies identified Now exhaustive list of new entrants UV LED Pioneers 2016 ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  21. 21. 21 UV LEDs are seen as a “growth lifeline” for a visible LED industry still suffering from overcapacity, and strong price pressure → 6 of the top-10 visible LED giants are already selling UV LED devices. Focus on Top-10 visible LED manufacturers FROMVISIBLE LED INDUSTRY TO UV LED INDUSTRY 2015Top-10 Visible LED Players Country Involvement in the UV LED Industry? 1. Nichia Japan • Already UV LED manufacturer. • Mostly focused on UVA LED business but should really get involved in the UVB / UVC LED business by 2017. 2. XX XX • Will enter the UVA LED business in 2016  First sample should be available by Q3/Q4-2016 & Mass production should start by 2017. • XX 3. Lumileds USA • Already UV LED manufacturer. • Has started manufacturing UVA LEDs since 2013. • No plan yet for UVB / UVC LEDs but working internally on it (technology watch, R&D…). 4. XX XX • XX 5. Seoul Semiconductor / SeoulViosys South Korea • Already UV LED manufacturers - One of the first player in the UV LED business. • Involved both in UVA LED and UVB / UVC LED business. 6. XX XX • Already UV LED manufacturer. • Has entered the UVA LED business in XX. • XX 7. CREE USA • We don’t think that CREE will enter the UV LED business. 8. LG Innotek South Korea • Already UV LED manufacturer. • Has started manufacturing UVA LEDs since 2013. • Has started manufacturing UVB / UVC LEDs since 2014. 9. XX China • XX 10. XX XX • Already UV LED manufacturer. • Has entered the UVA LED business in XX. • XX ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  22. 22. 22 Details on main players, and their positioning on the supply chain.  +12 new players. UVB / UVC UV LED INDUSTRIAL SUPPLY CHAIN UV LED Array / Module UV LED PackageSubstrate UV LED System Yes LED XX UV LED Die / ChipUV LED Epiwafer China QD Jason Electric  Develop also system to demonstrate the potential of the technology XX Japan XX XX EpiLEDs XX Taiwan USA Europe South Korea Not clear if real manufacturer or only distributorLegend Pilot / Mass Production Bulk AlN UserNew company identified Sample XX XX XX Sensor Electronic Technology Inc. (SETi)  Develop also system to demonstrate the potential of the technology HexaTech Pilot / Mass production initially planned for 2015 Everlight Crystal IS XX XX XX XX Nikkiso  Develop also system to demonstrate the potential of the technology XX LG Innotek Seoul Viosys XX XX Seoul Viosys has acquired SETi in 2015 XX XX. / XX / XX Shenzhen UVET Electronics ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  23. 23. 23 Analysis of UVA LED Commercial Products from Key Players - Single Chip Package RECENT ACHIEVEMENTS (Q1-2015TO Q2-2016) Single Chip Package Best Performance Additional Information Nichia • 385/395nm: XXmW@700mA • 365nm: XXmW@1,000mA • Has developed also UVA single-chip package with performance of XXmW (365nm) and XXmW (385/395nm) @ 3,500mA. • Has developed also UVA multi-chip package with performance of XXmW (365nm) and XXmW (385/395nm) @ 500mA. LG Innotek • 385/395nm: 1,630mW@700mA • 365nm: XXmW@1,000mA • Has developed also UVA single-chip package with performance of 2,700mW (365nm) and 2,990mW (385/395nm) @ 2,000mA. • Has developed also UVA multi-chip package with performance of XXmW (365nm) and XXmW (385/395nm) @ 1,500mA. • Has developed also XX. Seoul Viosys • 385/395nm: 1,630mW@700mA • 365nm: 1,150mW@1,000mA • Has developed also UVA single-chip package with performance of 3,800mW (365nm) and 5,300mW (385/395nm) @ 3,000mA. • Has developed also UVA multi-chip package with performance of 2,750mW (365nm) and 3,750mW (385/395nm) @ 1,000mA. Toyoda Gosei • 395nm: XXmW@500mA • Develop XX. XX • 395nm: XXmW@500mA • Develop CSP and micro-sized package (enabling high power density system for superior efficiency and design freedom). XX • 385/395nm: XXmW@700mA • 365nm: XXmW@1,000mA • Has developed also UVA multi-chip package with performance of XXmW (385nm) and XXmW (395nm) @ 1,000mA. Luminus Devices • 385/395nm: XXmW@500mA • 365nm: 875mW@500mA • Has developed also UVA multi-chip package with performance of up to XXmW (365nm) and XXmW (385/395nm) @ 1,000mA. ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  24. 24. 24 The Al concentration in the AlGaN active / epitaxial layer has a direct impact on the wavelength of the manufactured UV LED chip / device. • Traditional blue LED epiwafers are based on InGaN (Indium Gallium Nitride) layers for light emission. • The variation of Indium composition gives a variety of wavelength of light from infrared to UV light. • Regarding UV (and near UV) light, the luminous efficiency is maximized at the wavelength of 400nm - 420nm and will decrease slowly at lower wavelength. • Starting from 380nm, the luminous efficiency will then decrease rapidly. Indeed, GaN’s bandgap is 3.4eV (365nm - shortest wavelength) so the achieve lower wavelength, AlN (which has a bandgap of 6.2eV - 200nm) is employed. • It is also important to understand that the Al concentration in the AlGaN active / epitaxial layer has a direct impact on the wavelength of the manufactured UV LED chip / device: • 100% of Al (pure AlN) → 200nm - 210nm / AlGaN with 45% of Al → 280nm / AlGaN with 15% of Al → 360nm UV LED WAVELENGTH AS A FUNCTION OF AL CONTENT IN THE ACTIVE LAYER • Al has a strong affinity for oxygen. • For Al contents above 30%, oxygen contamination becomes an issue. ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
  25. 25. 25 Flip Chip seems to be one the best solution to get rid of light loss at substrate level. Flip Chip UV LED (1/2) LIGHT EXTRACTION EFFICIENCY (LEE) IMPROVEMENT • As explained previously, one major restriction on UV LED development is the p-type contact. The Al-content (if any1) of the p-AlGaN layer has to be kept small for reasonable activation (already less than ideal in pure GaN) of the Magnesium doping that is used. However, the AlGaN energy bandgap at these low Al-contents is narrower than the target wavelength and hence the p-contact is highly absorbing of the UV emitted by the active region. • As a consequence, developers of Deep UV (DUV) devices have to extract light mainly in the opposite direction, through the Sapphire substrate → This is achieved through Flip Chip (FC) packaging. • Below are detailed main difference of “MESA and Vertical structure vs. FC structure”, and potential advantage of Flip Chip device: LED Package / Module Substrate • Up to 20% of radiate light can be covered by wire (case of MESA structure). • Wire bonding increase volume of the package. Wire Bonding (MESA andVertical) Flip Chip Package / Module Substrate LED • No wire cover light emitting area. • Bumps allow for increased current voltage and increased thermal management. Light output Light output TOP - MESA UV LED BOTTOM - Flip Chip UV LED Substrate AlN BL µ-AlXGa1-XN TL n-AlGaN (In)AlGaN MQWs p-AlGaN EBL Light extraction p-GaN Light extraction ©2016 | www.yole.fr | UV LED - Technology, Manufacturing and Application Trends | Sample
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  27. 27. 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’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 the 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. “License”: For the reports and databases, 3 different licenses are proposed. The buyer has to choose one license: • One user license: one person at the company can use the report. • Multi-user license: the report can be used by unlimited users within the company. Subsidiaries and Joint-Ventures are not included. • Corporate license: purchased under “Annual Subscription” program, the report can be used by unlimited users within the company. Joint-Ventures are not included. “Products”: Depending on the purchase order, reports or database on MEMS, CSC, Optics/MOEMS, Nano, bio… to be bought either on a unit basis or as an annual subscription. (i.e. subscription for a period of 12 calendar months). The annual subscription to a package (i.e. a global discount based on the number of reports that the Buyer orders or accesses via the service, a global search service on line on I-micronews and a consulting approach), is defined in the order. Reports are established in PowerPoint and delivered on a PDF format and the database may include Excel files. “Seller”: Based in Lyon (France headquarters), Yole Développement is a market research and business development consultancy company, facilitating market access for advanced technology industrial projects. With more than 20 market analysts, Yole 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’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 Some weeks prior to the release date the Seller can propose a pre-release discount to the Buyer The Seller shall by no means be responsible for any delay in respect of article 2.2 above, and including incases 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 annual subscriptions. 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 Yole may offer a pre release discount for the companies willing to acquire in the future the specific report and agreeing on the fact that the report may be release later than the anticipated release date. 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 
  28. 28. © 2016 Yole Développement With Focus on Sapphire LED, OLED and Display / Lighting Activities
  29. 29. 27 Yole Développement FromTechnologies to Market
  30. 30. 28 Our 30 analysts operate in the following areas. FIELDS OF EXPERTISE MEMS Sensors LED OLED Compound Semi. Imaging Photonics MedTech Manufacturing Advanced Packaging PV Power Electronics ©2016 | www.yole.fr | About Yole Développement
  31. 31. 29 Consulting and Analysis • Market data research, marketing analysis • Technology analysis • Strategy consulting • Reverse engineering costing • Patent analysis www.yole.fr Reports • Market Technology reports • Patent Investigation and patent infringement risk analysis • Teardowns Reverse Costing Analysis • Cost SimulationTool www.i-Micronews.com/reports Financial services • MA (buying and selling) • Due diligence • Fundraising • Maturation of companies • IP portfolio management optimization www.yolefinance.com Media • i-Micronews.com website • @Micronews e-newsletter • Technology magazines • Communication webcast services • Events www.i-Micronews.com 4 BUSINESS MODELS ©2016 | www.yole.fr | About Yole Développement
  32. 32. 30 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
  33. 33. 31 OUR 2016 REPORTS PLANNING o MEMS SENSORS − Gas Sensors and Combos 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 − Status of the CMOS Image Sensor Industry 2016* − Uncooled Infrared Imaging Technology Market Trends 2016* − Imaging Technologies for Automotive 2016 − Sensors for Drones Consumer Robots 2016 − 3D Imaging Sensing 2016** − Silicon Photonics 2016 o MEDTECH − BioMEMS 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 − Supply Chain Readiness for Panel Manufacturing in Packaging 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 o COMPOUND SEMICONDUCTORS − 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* − RF GaN Technology and Market Analysis 2016 o LED − Sapphire Applications and Market 2016: From LED to Consumer Electronics* − LED Packaging 2016 − Microdisplays and MicroLEDs − UV LED Technology, Manufacturing and Applications Trends 2016* − OLED for Lighting 2016 − LED in Automotive Lighting 2016 o POWER ELECTRONICS − Power Electronics in Electric and Hybrid Vehicles 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 − Power Electronics for Renewable Energy 2016 − Thermal Management for LED and Power 2016 − RF GaN Technology and Market Analysis 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 and Teardown Reverse Costing by System Plus Consulting are available on www.i-micronews.com ©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 Patent Analysis by Knowmade and Teardown Reverse Costing by System Plus Consulting are available on www.i-micronews.com ©2016 | www.yole.fr | About Yole Développement
  35. 35. 33 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: Lizzie Levenez, EMEA Business Development Manager Email: levenez@yole.fr • Japan Asia:Takashi Onozawa, Representative Director,Yole KK. Email: onozawa@yole.fr • Taiwan: 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
  36. 36. 34 About Sapphire, LED / OLED and Display / Lighting Activities
  37. 37. 35 We are active throughout the value chain: from substrates to systems! And we interact with industrial / RD players from each level! Yole is active throughout the value chain (Example of LED and Sapphire activities) FOCUS ON SAPPHIRE, LED / OLED AND DISPLAY / LIGHTING ACTIVITIES Substrate SiC / Sapphire / Silicon / Bulk GaN / Engineered substrates LED epi- wafer Mesa LED, Flip Chip LED, Vertical LED structures LED dies- on-wafer LED dies Front-end Level 0 - Epitaxy • Nucleation layer • n-type layer • Active layers (MQW) • p-type layer Back-End Level 0 - Packaging • Substrate separation Bonding • Die singulation • Testing Binning LED systems and applications Front-end Level 1 - Device Production • Inspection • Masking / Lithography • Etching • Metallization / Contacts / Mirrors Back-End level 1 - Packaging • Die Attach Interconnections • Phosphors • Encapsulation Optics • Testing Binning Packaged LEDs Module Packaging • Substrates (PCB) • Encapsulation Optics • Heatsink • Testing Binning LED modules ©2016 | www.yole.fr | About Yole Développement
  38. 38. 36 FOCUS ON SAPPHIRE, LED / OLED AND DISPLAY / LIGHTING ACTIVITIES • Insights on Forecast Methodology “What’s Behind the Crystal Ball?” Only analysts that follow the industry on a daily basis (trough interviews and developed market modeling tools based on discussions with key players of the industry. APPLICATION Forecast of standard product market volume (unit) Ex.: Smartphone, TVs, lamps (…) Definition of functions using LEDs Ex.: “Flash vs. Keypad” for smartphone (…) Definition of technical requirements Ex.: Efficacy, size (…) Definition of LED penetration rate and competitiveness with alternative technologies Ex.: “OLED vs. LED” in smartphone (…) Forecast of LED market volume (unit) Split by application, power type (low vs. medium vs. high power), package type (single vs. multi-die…) (… ) Definition of LED ASP Per power type, packaged type (…) Forecast of LED market size ($) Split by application, power type, package type (… ) Definition of manufacturing flows for front-end and packaging (process, technologies, materials, yields…) Split by application, power type, package type (…) Forecast of LED manufacturing equipment and material markets (unit and $) Ex.: Phosphors, encapsulant, dicing equipment Definition of LED die surface (mm²) Definition of substrate die surface (mm²) and epiwafer volume (unit) Split by type of substrate (…) Forecast of LED substrate markets (unit and $) Split by type of substrate (…) Definition of sale levels of key manufacturers ($) Ex: LED, packaging materials, epitaxy materials, manufacturing equipment, MOCVD reactor, substrate (…) System Plus Consulting expertise in reverse costing / reverse engineering ©2016 | www.yole.fr | About Yole Développement
  39. 39. 37 A team based on persons having complementary skills and expertise. AboutYole’s AnalystTeam FOCUS ON SAPPHIRE, LED / OLED AND DISPLAY / LIGHTING ACTIVITIES Pierrick BOULAY - Market Technology Analyst Pierrick BOULAY holds a master degree in Electronics from ESEO (France). He works as Market and Technology Analyst in the fields of LED, OLED and Lighting Systems to carry out technical, economic and marketing analysis. He has experience in both LED lighting (general lighting, automotive lighting…) and OLED lighting. In the past, he has mostly worked in RD department for LED lighting applications. Pars MUKISH - Business Unit Manager Pars MUKISH holds a master degree in Materials Science Polymers (ITECH - France) and a master degree in Innovation Technology Management (EM Lyon - France). Since 2015, Pars MUKISH has taken on responsibility for developing LED, OLED and Sapphire activities as Business Unit Manager at Yole Développement. Previously, he has worked as Marketing Analyst and Techno-Economic Analyst for several years at the CEA (French Research Center). Dr. EricVIREY - Senior Market Technology Analyst Eric VIREY holds a Ph-D in Optoelectronics from the National Polytechnic Institute of Grenoble (INPG - France). He works as Market and Technology Analyst in the fields of Sapphire, LED / OLED and Display. In the last 12 years, he has held various RD, engineering, manufacturing and marketing positions with Saint-Gobain. Most recently, he was Market Manager at Saint-Gobain Crystals, in charge of Sapphire and Optoelectronic products. Dr. Milan ROSINA - Senior Market Technology Analyst Milan ROSINA holds a Ph-D in Optoelectronics from the National Polytechnic Institute of Grenoble (INPG - France). He works as Market and Technology Analyst in the fields of Energy Conversion, LED / OLED and Emerging Materials. Before joining Yole Développement, he has worked as research scientist and project manager in PV, microelectronics and LED industries. He has more than 15 year experience with prominent research institutions and a utility company. ©2016 | www.yole.fr | About Yole Développement
  40. 40. 38 A collection of more than 15 reports on Sapphire, LED, OLED, Display and Lighting. Report collection FOCUS ON SAPPHIRE, LED / OLED AND DISPLAY / LIGHTING ACTIVITIES Already published -Yole Développement: • Status of the LED Industry • LED in Road and Street Lighting • LED Front End ManufacturingTrends • LED Front End Equipment Market trends • GaN-on-SiTechnology and Market • Phosphors QDs - Market andTechnology Landscape • LED Module Market,Technology and Industry • Phosphors QDs - IP Landscape From System Plus Consulting: • LED CoSim+ Reverse Engineering / Reverse Costing reports 2016 Publication -To be published -Yole Développement : • OLED For Lighting - Published in February 2016 • Automotive Lighting - Published in April 2016 • UV LED - Published in July 2016 • Sapphire (Q3 - 2016) • LED Packaging (Q3 - 2016) • MicroDisplays and MicroLEDs (Q3 / Q4 - 2016) Our reports are unmatched in quality and technology depth and typically include: • Technology trends and evolution:costs, barriers, roadmaps (…). • Supply value chain analysis:business models, relationships,value flows (…). • In-depth analysis of applications and market drivers:challenges,inflection points (…). • Market data ($, units, wafer starts…) ©2016 | www.yole.fr | About Yole Développement

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