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UV LEDs - Technology, Manufacturing and Application Trends 2018

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Yole Développement has now been following the UV LED industry for 10 years! In this decade the technology, market and industry has evolved, totally changing the UV LED landscape. This has allowed the technology to take more market share from other UV illumination technology. From representing 8% of the market in 2008, UV LEDs are expected to reach 25% in 2018.

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UV LEDs - Technology, Manufacturing and Application Trends 2018

  1. 1. FromTechnologies to Market UV LEDs Technology, Manufacturing and ApplicationTrends 2018 Report Sample May 2018
  2. 2. 2 This report is a comprehensive survey of UV LEDs, providing the reader with a deep understanding of the UV lamp business and its technological transition to UV LEDs • The report’s objective is to review and detail the traditional UV lamp business (main applications and associated characteristics, main market metrics, main players’ positioning & strategy) and its current transition to UV LED technology (added value, associated strategy and business model, supply chain) • This report provides a thorough analysis of each UV lamp application (UVA/UVB/UVC), with a specific focus on UV curing,UV disinfection/purification, and analytical instruments using UV light. Additionally, this report details the requirements for UV LEDs to access these applications. • For each application, specific market metrics (i.e. market size) are detailed for UV lamps and UV LEDs • This report also reviews the global UV LED industry (from substrate to system) and provides insights into the modification of the value/supply chain consequent to the penetration of this disruptive technology • The performance roadmap provided herein will allow the reader to analyze past,present,and future UV LED evolution • Analysis has also be done regarding UV LED manufacturing in order to highlight the main challenges,and axis of research • Additional analyses are offered in order to define new UV LED applications based on their added-value (compactness, higher lifetime, robustness) compared to traditional technologies • Also, an Intellectual Property (IP) analysis is presented in order for the reader to better understand the patent landscape related to UV LED device,system and applications. OBJECTIVES OFTHE REPORT UV LEDs | Sample | www.yole.fr | ©2018
  3. 3. 3 THIS REPORT’S AUTHORS P8 REPORT OBJECTIVES P9 GLOSSARY P10 DEFINITIONS, LIMITATIONS, AND METHODOLOGY P11 WHAT WE SAW? WHAT WE MISSED? P12 -------------------------------------------------------------------------------------------------------------------------------- EXECUTIVE SUMMARY P13 -------------------------------------------------------------------------------------------------------------------------------- TRADITIONAL UV LAMP BUSINESS P44 o UV wavelengths - Classification o UV lamp applications - Split by wavelength and power output o Traditional UV lamps • 2017 market segmentation and size • Performance o UV lamp power - Some definitions o Traditional UV lamps - Technical positioning o UV LED vs. UV lamp - Comparison table o UV lamp applications - Characteristics, market price, and accessibility for UV LED o 2017 UV lamp market volume and size - Split by application o UV lamp market volume and size - 2008 - 2017 o UV lamp market analysis - Key UV lamp manufacturers’ positioning o Relationship between traditional UV systems and UV lamps UV LAMP VS. UV LED P61 o From UV lamp to UV LED - different design approach o Traditional UV system pricing o Different strategies and business models o Different player types o Different strategies for harnessing UV LEDs’ value UV LED MARKET P70 o Q2-2016 vs. Q2-2018 analysis - What we missed o UV LED applications roadmap - Timeline/time-to-market o UV LED package price - Trends o UV LED market size ($M) - Split by application o UV LED applications - Market dynamics o Relative market share of UV LED applications o UV light source business comparison - An increased presence of UV LEDs o UV LEDs market share - Comparing 2017 and 2023 o Recent trends & impact on industry o Conclusion UVA/UVB APPLICATIONS (1/2) P84 o Overview • Main applications and niche markets • Lamp specifications and market highlights • Mapping of applications as s a function of optical power output and wavelength TABLE OF CONTENTS (1/6) UV LEDs | Sample | www.yole.fr | ©2018
  4. 4. 4 UVA/UVB APPLICATIONS (2/2) P84 o UV curing • Introduction • Optical power output and wavelength characteristics • Principle & units • Irradiance vs. dose • 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 • UV curing lamp market size - Split by region • UV LED integration • UV LED vs. UV lamp (light source and system level comparison) • Drivers • Challenges & options for UV LEDs for overcoming barriers • UV LED supply chain - Overview & Evolution • Key players’ positioning in theapplications matrix • Key players’ positioning in theapplications matrix • UV LED system development - Recent trends • Technology adoption • Application and geographical trends • Major integrators per application • Regulation aspects - Minamata convention on mercury • UV LED curing system technologies • Introduction • System structure • Influence of functions on UV output: Arrays • Thermal management • Optic • Power supply & driver • Development roadmap o UV curing (continued) • UV LED curing system industry • Mapping of key players • Origin of players • Status & Trends • Improving UV LED curing efficacy • Mixed UVA wavelength system • Mixed UVA/UVB/UVC wavelength system • Methods to mitigate oxygen inhibition • Inert atmosphere • Other techniques • UV LED reactive materials • Composition of UV LED reactive materials - Case of inks • Role of material formulators in UV LED curing • Highlights - Case of inks • Trends • 395nm ink vs. 365nm ink UVC APPLICATIONS (1/3) P165 o Overview • Main applications and niche markets • Lamp specifications and market highlights • Mapping of applications as a function of optical power output and wavelength • Market drivers and barriers o Disinfection/Purification • Introduction • Principle and technologies • Market segmentation • UVC purification systems - 2015 market size • Applications accessible to UV LEDs • UV dose requirement by application TABLE OF CONTENTS (2/6) UV LEDs | Sample | www.yole.fr | ©2018
  5. 5. 5 UVC APPLICATIONS (2/3) P165 o Disinfection/Purification (continued) • Water disinfection/purification • Introduction • UV disinfection/purification segments and systems price • Main traditional UV players’ positioning • Alternative/complementary technologies to UV for water drinking • UV system/equipment market size per segment • UV lamp price and power • UV LED integration • Status • UV system approach to water disinfection • Factors affecting UV disinfection performance • Key parameters to design a UV water reactor • Influence of UVT • Impact of UVT on system design • What is log reduction? • Main technological challenges • Is there an optimum wavelength? • UV LED reactor design • Is there only one reactor design? • Focus on Seoul Viosys • Focus on AquiSense Technologies • Focus on Merck • Focus on Hytecon • How to qualify reactor performance? • Future trends • Industry aspects • Possible system evolution • UV LED adoption timeline for traditional applications • The case of municipal water purification systems o Disinfection/Purification (continued) • Water disinfection/purification (continued) • UV LED system industry • Key players’ mapping • Origin of players • Acuva Technologies • AquiSense Technologies • Watersprint • HCEN • Hytecon • Typhoon Treatment System • Metawater • LG Electronics • Pure UV LED players vs. Traditional players • Air and surface disinfection / purification • UV disinfection / purification segments and price of systems • UV system / equipment market size & positioning of main UV players • UV LED integration - Status & trends • Surface disinfection / purification • Focus on HAIs prevention • Focus on food industry • Focus on automotive application • Emerging UV LED disinfection/purification applications • Food disinfection • Medical/healthcare, consumer (…) TABLE OF CONTENTS (3/6) UV LEDs | Sample | www.yole.fr | ©2018
  6. 6. 6 UVC APPLICATIONS (3/3) P165 o Analytical instruments • Overview of UV LED applications • Spectrofluorometry application • UV-Vis spectroscopy application • Liquid chromatography application • Gas chromatography application UV LED EMERGING/NEW UV LED APPLICATIONS P253 o Overview o Introduction o List of applications & status(as of Q2-2018) o Horticultural lighting o Introduction o Why use grow light o Societal issues o Environmental issues o Photosynthesisprocess o Some definitions and principles - PAR o Functionof growlight o Light, photometry and pigments o How to use artificial light sources o Focus on UV light o LED grow light o Why use LEDs in horticultural industry? o Advantageof LED technology -Reliability & Lifetime o Horticultural lighting market o Grow light applications and drivers o Indoor farming and lighting o City farming o Long term trends (2017 -2027) o Additive manufacturing o Subtractive vs. Additive manufacturing o Overview of additive manufacturing techniques o Additive manufacturing using UV light o Vat photopolymerization o Material extrusion and jetting o Focus on CLIP technology o Market opportunities for additive manufacturing UV LED INDUSTRY P287 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 players 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, M&A and collaboration in theUV LED industry o UV LED industrial supply chain • Introduction • UVA LED industry • Players’ positioning • Analysis of status and trends • UVB/UVC LED industry • Players’ positioning • Analysis of status and trends o Trends TABLE OF CONTENTS (4/6) UV LEDs | Sample | www.yole.fr | ©2018
  7. 7. 7 UV LED PERFORMANCE AND PRICE P311 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 o Analysis of UVA LED commercial products from key players • Analysis of UVB/UVC LED commercial products from key players • Global trends o UV LED package price • Past and future trends • Analysis of UVA LED ASP evolution • Analysis of UVB/UVC LED ASP evolution • Agressive scenario UV LED MANUFACTURING P326 o Introduction • UV LED manufacturing process • UV LED wavelength as a function of all content in the chip active layer • UV LED chip structure • EQE as a function of wavelength o UV LED chip manufacturing o Main challenges, and axis of research • Highlights o Substrate aspects • Main substrate manufacturers • AlN-on-sapphire template • Bulk AlN substrate • Alternative substrates o UV LED packaging • Overview • Thermal management • Encaspulant/Optic • Material o Reverse Engineering of Crystal IS’s OPTANUVC LEDs (OPTAN-280K-BL and OPTAN-265N-SMD) o Reverse Engineering of SETi’s UVC LEDs (UVTOP270TO39HS and SS35DF227513) o Toward UV MicroLED? o Introduction to microLED o MicroLED for displays in a nutshell o Potential of microLED for UV lighting UV LED INTELLECTUAL PROPERTY LANDSCAPE (1/2) P363 • Introduction • Terminologies for patent analysis substrate aspects • Methodology • Time evolution of patent publications • Overview • Split by wavelength • Split by application • Distribution by main player • Distribution by publication region/country • Top-30 leading patent applicants • Ranking by volume of patent families • Legal status of their patents • Split by wavelength • Split by application TABLE OF CONTENTS (5/6) UV LEDs | Sample | www.yole.fr | ©2018
  8. 8. 8 UV LED INTELLECTUAL PROPERTY LANDSCAPE (2/2) P363 o Focus on UVA o Distribution by player o Average age of patent portfolio o Main patent applicants o Focus on UVB o Distribution by player o Average age of patent portfolio o Main patent applicants o Focus on UVC o Distribution by player o Average age of patent portfolio o Main patent applicants o Focus on UV LED manufacturers IP landscape o Split by wavelength o Split by application o Main patent applicants GENERAL CONCLUSION P388 APPENDIX P392 o UV Curing – Ink applications o UV Curing – Coating applications o UV Curing – Adhesive applications o UV Curing – UV LED source measurement o UVC Applications – Analytical instruments o UV LED Emerging / New applications o UV LED chip manufacturing o UV LED manufacturing – Recent UV LED publications TABLE OF CONTENTS (6/6) UV LEDs | Sample | www.yole.fr | ©2018
  9. 9. 9 A-Bright,AcuvaTechnologies,Advanced PhotoelectronicTechnology (APT),Air Motion System, Alpha One, American Ultraviolet,APTechnologies,Aquionics,BaldwinTechnology,Benford UV,Blue Sky UV & IRTechnology BrightekOptoelectronic, CCS,ClearstoneTehnologies,Crystal IS,Daico MFG, Demo PhotoelectricTechnology,Digital Light Lab,DongGuan UVET,Dowa,Dymax,Edison Opto,EpiLEDs,Epistar,Everlight,Eversharp,Everstar,FledaTechnology,FutureLED,Genesis Photonic Inc.(GPI),GSYuasa,Hamamatsu, Heidelberg,Helio Optoelectronics,Heraeus Noblelight,HexaTech,Honle,Hoya Candeo Optronics,Hydro-Photon,IntegrationTechnologies, Invenlux,Iwasaki Electric,Kloé,Kyocera,Lattice Power,Lextar,LG Innotek,LightAvenue,LiteOn,Lumens,Lumileds,Luminus Devices, Metawater,Mitsubishi Heavy Industries(MHI),Moksan Electronics,Nichia,Nikkiso,Nitek,Nitride Semiconductors,Opsytec,OptoTech,Osram, Panasonic,Philips Lighting,Phoseon,Photo Electronics,PlayNitride,PowerluxTechnology,PrintabLED,Prizmatix,ProLight Opto,Pro-UV, QD Jason Electric,RainbowTechnologies,RYOBI MHI Graphic technology,Semicon Light,SemiLEDs,Sensor ElectronicTechnology Inc.(SETi), SeoulViosys,ShenzhenHanhua Opto,Shenzhen Refond,ShenzhenRenWei Electronic,LTD,ShenzhenTaoyuan Electron,ShenzhenTianshengda Optoelectronic,Shenzhen UVET Electronics,Shenzhen UVLEDTechnology,Solid UV,Squid Ink,StraussWater,Sun 3D,Technovision, Tekcore,TongYiFang Optoelectronic,Toshiba,Toyoda Gosei,Trojan UV,TyanshinePhotoelectric,TyphoonTreatment System,UPEC,Ushio,Ushio Opto Semiconductors,UV Light,UV Photonics,Viqua,Vishay,Waterlogic,Watersprint,Wuhan Huge Optoelectronics,XDS,Xi’an Zoomview Optoelectronics,Xylem,YuanRongPhotoelectricTechnology/ Epitop,ZhuhaiTianhui Electronic... LIST OF COMPANIES MENTIONED IN THIS REPORT UV LEDs | Sample | www.yole.fr | ©2018
  10. 10. 10 Pars MUKISH (Business Unit Manager - SSL & Display -Yole Développement) • Pars MUKISH holds a master’s degree in Materials Science & Polymers from ITECH in France and a master’s degree in Innovation & Technology Management from EM Lyon, also in France. He works at Yole Développement, the "More than Moore" market research and strategy consulting company, as Senior Market and Technology Analyst in the fields of LED, OLED, Lighting Technologies, and Compound Semiconductors, carrying out technical, economic, and marketing analyses. In 2015,Pars was named Business Unit Manager for emergingsapphire,LED/OLED,and display/lighting activities. • Previously,he worked as MarketingAnalyst andTechno-EconomicAnalyst for several years at CEA,a French research center. Pierrick BOULAY(Market &TechnologyAnalyst - Solid State Lighting -Yole Développement) • Pierrick BOULAY works as a Market and Technology Analyst in the fields of LED, OLED, and Lighting Systems, carrying out technical, economic, and marketing analysis at Yole Développement, the "More than Moore" market research and strategy consulting company.He has experience in LED lighting, includinggeneral and automotive lighting, and OLED lighting. • Prior to Yole, Pierrick worked in several R&D departments for LED lighting applications. He holds a master’s degree in Electronics from ESEO in France. THIS REPORT’SAUTHORS UV LEDs | Sample | www.yole.fr | ©2018
  11. 11. 11 Report’s sample
  12. 12. 12 Split by wavelength UV LAMP APPLICATIONS There are specific applications for each UV type. UVC UV curing Analytical instruments UV sources UVA Photocatalytic purification Counterfeit detection UVB Medical phototherapy Tanning Water AirSurface Emerging/new applications Disinfection/purification UV LEDs | Sample | www.yole.fr | ©2018
  13. 13. 13 UV curing system market size - Split by application UV CURING - INTRODUCTION • In a global way,inks hold the hot spot for UV curing • This is likely to continue in the future,as: • The adhesive market is much smaller in terms of market volume/size. • Coating applications still suffer from technological challenges (i.e. surface finishing) with UV curing. Many different applications with various UV light requirements. Inks represent the main market for UV curing systems (~68%). Over a market of approx.$XX M UV LEDs | Sample | www.yole.fr | ©2018
  14. 14. 14 UV LED supply chain - Evolution - Surface curing case study UV CURING - UV LED INTEGRATION UV LED Chip Manufacturer UV LED Package Manufacturer UV LED System Manufacturer UV LED System Integrator Current moves in the supply chain  More and more vertical integration! UV LEDs | Sample | www.yole.fr | ©2018
  15. 15. 15 • A UV LED system’s design is based on different parameters, and each implementation decision will impact systemperformance. • The LED choice is not the only parameter. The design of the other components will strongly impact total efficacy/performance. • A UV LED system is composed of: • 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 CURING - UV LED SYSTEM TECHNOLOGIES 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: UV LEDs | Sample | www.yole.fr | ©2018
  16. 16. 16 The UV LED business is expected to grow from ~$XXM in 2017 to ~$XXB in 2023! During this period the UV LED market ($M) will grow by 6.4x, whereas the traditional UV lamp market will only grow by 2.1x. Comparing 2017 and 2023 UV LED’S MARKET SHARE Remark: • Comparison pertains ONLY to UV LED applications (meaning water & air disinfection / purification, analytical instruments, medical phototherapy,photocatalytic purification,counterfeit detection,UV curing,and R&D). • New applications of UV LEDs are not taken into account in this analysis! A ~$XXM+market A ~$XXB+market UV LEDs | Sample | www.yole.fr | ©2018
  17. 17. 17 Key players mapping - All applications UV CURING - UV LED SYSTEM INDUSTRY EUROPE • XX (CZ) • XX(UK) • XX(DE) • Benford UV (UK) • XX(DE) • XX (DK) • Digital printing System(DPS) Innovations (CH) • XX(DE) • GEW UV (UK) • XX (IT) • XX(DE) • Heraeus Noblelight (DE) • Honle (DE) • Integration Technologies (UK) • IST (DE) • XX(FR) • XX(DE) • XX(IT) • XX(IT) • XX(DE) • XX(UK) • XX(UK) • XX(IT) • XX (DE) • XX(FR) US • XX • XX • XX • XX • Baldwin Technology • XX • XX • XX • Excelitas • XX • XX • XX • XX • XX • Phoseon • XX • XX • XX • XX • XX • XX • XX • XX • XX • XX JAPAN • XX • XX • Dowa • XX • Hamamatsu • XX • XX • Kyocera • XX • XX • XX • XX • XX • XX • Ushio SOUTH KOREA • XX TAIWAN • XX • XX • XX • XX • XX • XX • Playnitride • XX CHINA • Blue Sky UV & IR Technology Co., Ltd. • DongGuan UVET • XX • Pro-UV • XX • Shenzhen Hanhua Opto • XX • XX • XX • XX • XX • XX • XX • XX SINGAPORE • XXMore than 90 players identified!!! UV LEDs | Sample | www.yole.fr | ©2018
  18. 18. 18 Market segmentation UV DISINFECTION/PURIFICATION The UVC disinfection/ purification market can be defined via several market segments. Medium- power Low-power Professional Food industry Medical industry Residential Surfaces UVC disinfection/purification applications High-power AirWater Food & liquids UV LEDs | Sample | www.yole.fr | ©2018
  19. 19. 19 • Due to the difference of output and efficiency between mercury lamps and UVC LEDs, the main challenge is to increase the overall system efficiency.This can be done by designinga highly efficient reactorto compensate the low efficiency of UV LEDs. • Today, there are a few players offering UV LED treatment systems. Each product has a different reactor design but they all have in common a highly efficient reactor design. • XX • XX • To ensure a long LED lifetime, a special care must be dedicated to thermal management of LEDs. If high temperature is applied on a LED,its UV output will decrease over time and thereforereduce disinfectionefficiency. UV LED integration - UV system approach to water disinfection WATER DISINFECTION/PURIFICATION UVC LED system design must be different! source: AquiSense Technologies In a UVC LED disinfection system,reactor efficiency must be high in order to compensate for the UV LED source’s low efficiency. UV LEDs | Sample | www.yole.fr | ©2018
  20. 20. 20 Future trends - The case of municipal water purification systems WATER DISINFECTION/PURIFICATION • Despite recent development,there are still several barrier to access the municipal water purification system market! Higher power output and a lower price are the main parameters needed to develop applications with high water flow rates. High power and XX for UV LEDs XX XX BARRIERS • There is still R&D to be done at the LED chip and package levels (i.e.EQE increase) • XX • XX • XX OPTIONS • XX • XX UV LEDs | Sample | www.yole.fr | ©2018
  21. 21. 21 • CLIP (continuous liquid interface production technology) operates through photo polymerization. CLIP “grows” objects, rather than building them in layers. • Traditional 3D-Printing requires a number of mechanical steps, repeated over and over again in a layer-by-layer approach. CLIP is a chemical process that balances light and oxygen to eliminate the mechanical steps and the layers. • It works by projecting light through an oxygen-permeable window into a reservoir of UV curable resin.The build platform lifts continuously as the object is grown.It is 25-100 times faster than traditional 3D-printingtechnologies. • This technology uses UV LEDs at a wavelength of 395nm. Focus on CLIP technology ADDITIVE MANUFACTURING Process overview of CLIP technique Source: Siemens UV LEDs | Sample | www.yole.fr | ©2018
  22. 22. 22 Since 2008, the industry has grown by a factor superior to 6x. • In 2008,the UV LED industry represented an industrial ecosystem of 10 - 15 companies. • With UV LED’s adoption for curing applications,the industrial ecosystemhas grown,reaching a size of 30 - 35 players in 2012. • Nowadays, with the boom of UV curing applications and the increased potential of UV LED for disinfection/purification applications, XX companiesare involvedin the UV LED industry. UV LED INDUSTRY - HISTORY 2008 2010 2012 2013 2015 10+ companies identified 20+ companies identified 30+ companies identified 40+ companies identified XX+ companies identified Non- exhaustive list of new entrants UV LED Pioneers 2016 2018 XX+ companies identified XX+ companies identified GROWTH CONSOLIDATION?? UV LEDs | Sample | www.yole.fr | ©2018
  23. 23. 23 Status of the visible LED industry (2/2) FROMVISIBLE LED INDUSTRY TO UV LED INDUSTRY From general lighting to many other niche applications. UV LEDs | Sample | www.yole.fr | ©2018
  24. 24. 24 Focus on the top 10 visible LED manufacturers FROMVISIBLE LED INDUSTRY TO UV LED INDUSTRY UV LEDs are seen as a “growth lifeline” for a visible LED industrystill suffering from overcapacity and strong price pressure → Seven of the top 10 visible LED giants are already selling UV LED devices. Top 10 visible LED players in 2017 Country UV LED industry involvement 1. Nichia Japan • Already a UV LED manufacturer. • Mostly focused on UVA LED business but should really get involved in the UVB/UVC LED business soon 2. XX XX • XX • XX 3. Lumileds USA • Already a UV LED manufacturer. • Started manufacturing UVA LEDs in 2013 • No plan yet for UVB/UVC LEDs but working internally on it (technology watch, R&D…) 4. XX XX • XX 5. Seoul Semi./Seoul Viosys South Korea • Already UV LED manufacturers - One of the first players in the UV LED business • Involved in UVA LED and UVB/UVC LED businesses 6. XX XX • XX 7. XX XX • XX • XX 8. CREE USA • Despite several IP on UV LED and strong interest for the technology, we don’t think CREE will enter the UV LED business – It seems too late for the company to get involved 9. LG Innotek South Korea • Already a UV LED manufacturer • Started manufacturing UVA LEDs in 2013 • Started manufacturing UVB/UVC LEDs in 2014 10. XX XX • XX • XX UV LEDs | Sample | www.yole.fr | ©2018
  25. 25. 25 Time evolution of patent publications - Overview UV LED INTELLECTUAL PROPERTY LANDSCAPE Remark:There is typically a 12-18 months delay between the moment a inventor files for a patent and the moment it is published and becomes visible to the public.This explain why patent publication seems to be decreasing in 2017 Artificial decrease due some patents being not yet visible. Since 2000, there have been growing level of patent publications related to UV LED: From ~XX in 2000 to ~XX in 2016 (42.5x). UV LEDs | Sample | www.yole.fr | ©2018
  26. 26. 26 UV LED INTELLECTUAL PROPERTY LANDSCAPE ©2018 | www.yole.fr | 2018 UV LED Sample
  27. 27. Yole Développement has now been following the UV LED industry for 10 years! In this decade the technology, market and industry has evolved, totally changing the UV LED landscape. This has allowed the technology to take more market share from other UV illumination technology. From representing 8% of the market in 2008, UV LEDs are expected to reach 25% in 2018. In 2008, UV LED was still considered an emerging technology and industry, trying to make its way into promising applications such as UV curing and counterfeit detection. Then, the LED industry only hadeyesfortheboomingdisplayapplications,andwas preparing for the rise of general lighting, considered to be the killer application for visible LEDs. But the reality was quite different! Asian players have entered and created overcapacity and strong price pressure, which has transformed what could have been a ‘blue ocean’ market into a bloodbath. That had a direct impact on the UV LED industry, which has at the same time seen many market entrants. From around 10 players in 2008, there are now over 65 players in 2018. Since 2010, several visible LED players have turned to UV LEDs, seeking new growth drivers and higher profit margins. The UVA LED market was the first to witness this industrial evolution, experiencing strong price reductions that have further accelerated the technology’s penetration. But rapidly the dream has turned into a nightmare. After several years of double-digit growth, UV curing application revenues, which represent more than 80% of the UV LED market, have started to decline due to commoditization and a highly competitive environment. In the short-to-mid term, only players that can innovate will be able to maintain a profitable business in this area. The UVB/UVC LED market has been less negatively impacted by the flood of new entrants. With UVB/UVC LED technology being much more difficult to access than UVA LED, barriers to entry are much higher. Additionally, UVB/UVC LEDs still suffer from low performance, so entry of new players has helped boost device development. But despite devices being good enough today at a performance and cost level, the UVB/UVC market is slow moving. UV LED systems require extended development to fully benefit from the technology, which is taking more time than expected. In the short term, the UV LED industry will experience a slow-down phase as the UV curing market starts to plateau and the UV disinfection market’s boom will be delayed. In this context, we expect the UV LED market to reach $320M in 2020, from $160M in 2017, and then boom, driven by UVC applications, to reach $1B in 2023. The report presents a comprehensive review of all UV applications including in-depth analysis of UV curing and UV disinfection. 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, broken down by application, and much more. UV LEDs - TECHNOLOGY, MANUFACTURING AND APPLICATION TRENDS Market & Technology report - May 2018 OVER 10 YEARS OF DEVELOPMENT, UV LEDS’ MARKET SHARE HAS TREBLED Within three to four years, disinfection applications will reinvigorate the UV LED market. WHAT’S NEW The report provides a detailed analysis of: • UV LED water disinfection reactor/ system development and related industries • The UV LED intellectual property (IP) landscape at device, module, system and application levels • Horticultural lighting and additive/3D manufacturing as emerging applications KEY FEATURES OF THE REPORT Get the sample of the report on www.i-Micronews.com • Detailed technical and market analysis of UV LED applications, with in-depth analysis of UV curing and UV disinfection • Emerging UV LED application analysis • UV LED industry analysis: from substrate to system • UV LED performance and price analysis • UV LED manufacturing analysis • UV LED market revenue and forecast for 2008-2023 (Yole Développement, May 2018) Evolution of UV light source market: 2008 - 2013 - 2018 2008 ~$240M+ 2013 ~$410M+ 2018 ~$810M+ UV Lamp 91,7% UV LED 8,3% UV Lamp 84,4% UV LED 15,6% UV Lamp 74,7% UV LED 25,3%
  28. 28. UV LEDS - TECHNOLOGY, MANUFACTURING AND APPLICATION TRENDS BUSINESS MODEL AND STRATEGY EVOLUTION: MORE COLLABORATIONS AND ACQUISITIONS TO COME A large part of the visible LED industry has turned to UV LEDs. However, strategies put in place differ between players, depending on wavelengths targeted. Several players still focus on device manufacturing, whereas others are vertically integrating towards modules and systems. For example, in UVA LEDs, Ushio produces UVA LED chips, packages and also now curing modules, which are supplied to printer manufacturers or end-users. In UVC, Nikkiso was initially a UVC LED manufacturer, but has moved to module and system level by acquiring AquiSense Technologies in 2016. In addition to UV LED players, some new entrants are also trying to make their way into the industry, and mostly at the module or system level, which represents the sweet spot in terms of business opportunities. The only missing companies are the traditional UVC system suppliers, which seem still to be in “wait and see” mode. With continuous UV LED price decreases, especially for UVC, several strategic collaborations and acquisitions have occurred recently. In the short-to- mid term, we expect further acquisitions as smaller players struggle to compete on price. Those players might represent targets or opportunities for others to vertically integrate or enter the UVC LED business The report presents a detailed overview of the UV LED industry, including: main players by wavelength range - UVA, UVB or UVC - their positioning in the value chain, and recent trends. The report gives an overview of key challenges in system manufacturing, with a focus on UV curing and water disinfection applications. For 10 years, UV LED performance has drastically increased from very low output power devices to a level that now allows the technology to replace UV lamps in several applications. UVA LED chip makers have multiplied the External Quantum Efficiency (EQE) of their products by five to six in 10 years, and are now reaching 50-60%. In addition, increased competition has triggered big price reductions. This has allowed UV LEDs to be widely used in UV curing applications, such as electronic adhesive or inkjet printing. The next step will consist of accessing more complex applications like wood coating, flexography printing, and medical adhesives. However, most of the efforts here will be focused on system development rather than only improving UV LED performance. In the UVB/UVC range, EQE has also improved, but is still below 10% for most commercial devices, and each additional 1% seems harder and harder. But this has not put a brake on investment and development of the industry, which has found alternatives to continue improving device power output from 10mW in 2014 to 100mW in 2017 at 280nm. This evolution has already enabled the integration of UV LEDs into small water reactors for point-of-use applications. However, for mid-high power applications, industry will have to develop strong know-how at the reactor level to design efficient systems and compensate for UVC LEDs’ low EQE. These developments will take time and further delay take-off of related markets, but could also trigger applications with high flow rates, up to 2,000m3 /day. This represents an important acceleration in an industry which five years from now could access applications that we previously thought they would only access by 2025. In this field, some companies have already developed demonstrators, opening the prospect that UVC LEDs will not just be limited to niche and low power UVC applications. This acceleration is further emphasized by recent announcements of some UV LED manufacturers such as LG to target 150-200mW packages by 2018/2019. This combination of price reduction and performance increase will also enable the integration of UV LEDs into totally new applications. In this domain the consumer market, with the integration of LEDs into white goods like steam ovens or even coffee machines, could be a strong growth driver in the future. The report presents a detailed analysis of UV LED performance, price and application roadmap. This report is also a comprehensive overview of UV LED device manufacturing, describing UV LED structures, current challenges and key research directions. UVC LED and system roadmap from 2008-2020: toward high power new applications (Yole Développement, May 2018) TOWARD HIGH POWER AND NEW APPLICATIONS 2011 2014 2017 2018…2008 … 2015 2016 2019 10mW 50mW 100mW 150mW? 0,1mW 1mW 25mW 200mW?UVC LED device performance UVC LED reactor /system design 2020 Fluid dynamics design / Optical design /Thermal management (…) UVC LED device $100/mW $1/mW?$10/mW $2/mW THE RECENT DEVELOPMENT OF UV LEDS IS OPENING THE WAY TO NEW AND HIGH-POWER APPLICATIONS Evolution of UV LED players strategies (Yole Développement, May 2018) Visible LED suppliers UVA LED suppliers UVB/C LED suppliers UV LED curing systems Traditional UV systems Water disinfection systems (LED) Surface/air disinfection system (LED) UV Lamp suppliers LG,Lextar PhilipsLighting Heraeus LG LG Phoseon New entrant Vertical integration Disruptive integration Horizontal integration AquiSenseTechnologies… UWave, Solid UV… LG,Nichia,Osram Many pure UV LED players (Crystal IS…) Sweet Spot (short term) Sweet Spot (long term) AquiSense Technologies...
  29. 29. Find more details about this report here: MARKET TECHNOLOGY REPORT COMPANIES CITED IN THE REPORT (non exhaustive list) A-Bright, Acuva Technologies, Advanced Photoelectronic Technology (APT), Air Motion System, Alpha One, American Ultraviolet, AP Technologies, Aquionics, Baldwin Technology, Benford UV, Blue Sky UV IR Technology Brightek Optoelectronic, CCS, Clearstone Tehnologies, Crystal IS, Daico MFG, Demo Photoelectric Technology, Digital Light Lab, DongGuan UVET, Dowa, Dymax, Edison Opto, EpiLEDs, Epistar, Everlight, Eversharp, Everstar, Fleda Technology, FutureLED, Genesis Photonic Inc. (GPI), GS Yuasa, Hamamatsu, Heidelberg, Helio Optoelectronics, Heraeus Noblelight, HexaTech, Honle, Hoya Candeo Optronics, Hydro-Photon, Integration Technologies, Invenlux, Iwasaki Electric, Kloé, Kyocera, Lattice Power, Lextar, LG Innotek, Light Avenue, LiteOn, Lumens, Lumileds, Luminus Devices, Metawater, Mitsubishi Heavy Industries (MHI), Moksan Electronics, Nichia, Nikkiso, Nitek, Nitride Semiconductors, Opsytec, OptoTech, Osram, Panasonic, Philips Lighting, Phoseon, Photo Electronics, PlayNitride, Powerlux Technology, PrintabLED, Prizmatix, ProLight Opto, Pro-UV, QD Jason Electric, Rainbow Technologies, RYOBI MHI Graphic technology, Semicon Light, SemiLEDs, Sensor Electronic Technology Inc. (SETi) , Seoul Viosys, Shenzhen Hanhua Opto, Shenzhen Refond, Shenzhen RenWei Electronic, LTD, Shenzhen Taoyuan Electron, Shenzhen Tianshengda Optoelectronic, Shenzhen UVET Electronics, Shenzhen UVLED Technology, Solid UV, Squid Ink, Strauss Water, Sun 3D, Technovision, Tekcore, TongYiFang Optoelectronic, Toshiba, Toyoda Gosei, Trojan UV, Tyanshine Photoelectric, Typhoon Treatment System, UPEC, Ushio, Ushio Opto Semiconductors, UV Light, UV Photonics, Viqua, Vishay, Waterlogic, Watersprint, Wuhan Huge Optoelectronics, XDS, Xi’an Zoomview Optoelectronics, Xylem, YuanRong Photoelectric Technology / Epitop, Zhuhai Tianhui Electronic... AUTHORS Pierrick Boulay works as Market and Technology Analyst in the fields of LED, OLED and Lighting Systems to carry out technical, economic and marketing analysis at Yole Développement, the “More than Moore” market research and strategy consulting company. He has experience in both LED lighting (general lighting, automotive lighting…) and OLED lighting. In the past, he has mostly worked in RD department for LED lighting applications. Pierrick holds a master degree in Electronics (ESEO - France). Executive summary 14 Traditional UV lamp business 45 UV wavelengths - Classification UV lamp applications - Split by wavelength and power output Traditional UV lamps UV lamp power - Some definitions Traditional UV lamps - Technical positioning UV LED vs. UV lamp - Comparison table UV lamp applications - Characteristics, market price, and accessibility for UV LED 2017 UV lamp market volume and size - Split by application UV lamp market volume and size - 2008 - 2017 UV lamp market analysis - Key UV lamp manufacturers’ positioning Relationship between traditional UV systems and UV lamps UV lamp vs. UV LED 62 From UV lamp to UV LED - Different design approach Traditional UV system pricing Different strategies and business models Different player types Different strategies for harnessing UV LEDs’ value UV LED market 71 Q2-2016 vs. Q2-2018 Analysis - What we missed UV LED applications roadmap - Timeline/time-to-market UV LED package price - Trends UV LED market size ($M) - Split by application UV LED applications - Market dynamics Relative market share of UV LED applications UV light source business comparison - An increased presence of UV LEDs UV LEDs market share - Comparing 2017 and 2023 Recent trends Impact on industry UVA/UVB applications 85 UV curing • UV LED integration • UV LED curing system technologies • UV LED curing system industry • Improving UV LED curing efficacy • UV LED reactive materials UVC applications 166 Disinfection/Purification • Water disinfection/purification • Air and surface disinfection / purification • Emerging UV LED disinfection/purification applications Analytical instruments • Overview of UV LED applications • Spectrofluorometry application • UV-Vis spectroscopy application • Liquid chromatography application • Gas chromatography application UV LED emerging / new UV LED applications 254 Horticultural lighting • Why use grow light • Some definitions and principles - PAR • Functionof growlight • LED grow light • Horticultural lighting market Additive manufacturing • Subtractive vs. Additive manufacturing • Overview of additive manufacturing techniques • Additive manufacturing using UV light • Vat photopolymerization • Material extrusion and jetting • Focus on CLIP technology • Market opportunities for additive manufacturing UV LED industry 288 UV LED chip and package manufacturers From visible LED industry to UV LED industry Recent JV, MA and collaboration in the UV LED industry UV LED industrial supply chain Trends UV LED performance and price 312 UV LED external quantum efficiency (EQE) Recent achievements UV LED package price UV LED manufacturing 327 UV LED chip manufacturing Substrate aspects UV LED packaging Reverse engineering of Crystal IS’s OPTAN UVC LEDs (OPTAN-280K-BL and OPTAN-265N-SMD) Reverse engineering of SETi’s UVC LEDs (UVTOP270TO39HS and SS35DF227513) Toward UV MicroLED? UV LED intellectual property landscape 364 Time evolution of patent publications Top-30 leading patent applicants Focus on UVA, UVB, UVC Focus on UV LED manufacturers IP landscape General conclusion 389 Appendix 393 TABLE OF CONTENTS (complete content on i-Micronews.com) OBJECTIVES OF THE REPORT • 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 • Understand the current status of UV LED manufacturing and analyze the performance and price roadmap • Analyze the UV curing and UV disinfection industry, their different applications and associated characteristics • Analyze new UV LED applications based on their added value compared to traditional technologies • Analyze the UV LED intellectual property landscape RELATED REPORT Benefit from our Bundle Annual Subscription offers and access our analyses at the best available price and with great advantages • Horticultural LED Lighting: Market, Industry, and Technology Trends • MicroLED Displays • LED Packaging 2017: Market, Technology and Industry Landscape Find all our reports on www.i-micronews.com 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).
  30. 30. ORDER FORM UV LEDs - Technology, Manufacturing and Application Trends SHIPPING CONTACT First Name: Email: Last Name: Phone: PAYMENT BY CREDIT CARD Visa Mastercard Amex Name of the Card Holder: Credit Card Number: Card Verification Value (3 digits except AMEX: 4 digits): Expiration date: BY BANK TRANSFER BANK INFO: HSBC, 1 place de la Bourse, F-69002 Lyon, France, Bank code: 30056, Branch code: 00170 Account No: 0170 200 1565  87, SWIFT or BIC code: CCFRFRPP, IBAN: FR76 3005 6001 7001 7020 0156 587 RETURN ORDER BY • FAX: +33 (0)472 83 01 83 • MAIL: YOLE DÉVELOPPEMENT, Le Quartz, 75 Cours Emile Zola, 69100 Villeurbanne/Lyon - France SALES CONTACTS • Western US Canada - Steve Laferriere: + 1 310 600-8267 – laferriere@yole.fr • Eastern US Canada - Troy Blanchette: +1 704 859 0453 – troy.blanchette@yole.fr • Europe RoW - Lizzie Levenez: + 49 15 123 544 182 – levenez@yole.fr • Japan Rest of Asia - Takashi Onozawa: +81 34405-9204– onozawa@yole.fr • Greater China - Mavis Wang: +886 979 336 809 – wang@yole.fr • Specific inquiries: +33 472 830 180 – info@yole.fr (1) Our Terms and Conditions of Sale are available at www.yole.fr/Terms_and_Conditions_of_Sale.aspx The present document is valid 24 months after its publishing date: May 9, 2018 / ABOUT YOLE DEVELOPPEMENT BILL TO Name (Mr/Ms/Dr/Pr): Job Title: Company: Address: City: State: Postcode/Zip: Country*: *VAT ID Number for EU members: Tel: Email: Date: PRODUCT ORDER - REFYD18017 Please enter my order for above named report: One user license*: Euro 5,990 Multi user license: Euro 6,490 - The report will be ready for delivery from June 1, 2018 - For price in dollars, please use the day’s exchange rate. All reports are delivered electronically at payment reception. For French customers, add 20% for VAT I hereby accept Yole Développement’s Terms and Conditions of Sale(1) Signature: *One user license means only one person at the company can use the report. Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services, reverse engineering and reverse costing services and well as IP and patent analysis. With a strong focus on emerging applications using silicon and/or micro manufacturing, the Yole group of companies has expanded to include more than 80 collaborators worldwide covering MEMS and image sensors, Compound Semiconductors, RF Electronics, Solid-state lighting, Displays, Software, Optoelectronics, Microfluidics Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics and Batteries Energy Management. The “More than Moore” market research, technology and strategy consulting company Yole Développement, along with its partners System Plus Consulting, PISEO and KnowMade, support industrial companies, investors and RD organizations worldwide to help them understand markets and follow technology trends to grow their business. CONSULTING AND ANALYSIS • Market data research, marketing analysis • Technology analysis • Strategy consulting • Reverse engineering costing • Patent analysis • Design and characterization of innovative optical systems • Financial services (due diligence, MA with our partner) More information on www.yole.fr MEDIA EVENTS • i-Micronews.com website related @Micronews e-newsletter • Communication webcast services • Events: TechDays, forums… More information on www.i-Micronews.com REPORTS • Market technology reports • Patent investigation and patent infringement risk analysis • Teardowns reverse costing analysis • Cost simulation tool More information on www.i-micronews.com/reports CONTACTS For more information about : • Consulting Financial Services: Jean-Christophe Eloy (eloy@yole.fr) • Reports: David Jourdan (jourdan@yole.fr) Yole Group of Companies • Press Relations: Sandrine Leroy (leroy@yole.fr)
  31. 31. © 2018 Yole Développement FromTechnologies to Market Source: Wikimedia Commons
  32. 32. 2©2018 | www.yole.fr | About Yole Développement FIELDS OF EXPERTISE COVERED BY OUR 40+ ANALYSTS MEMS Sensors Solid State Lighting (LED, OLED, …) Compound Semi. Imaging Photonics MedTech Manufacturing Advanced Packaging Batteries Energy Management Power Electronics Displays RF Devices Techno. Advanced Substrates Software Memory
  33. 33. 3©2018 | www.yole.fr | About Yole Développement 3 BUSINESS MODELS o Consulting and Analysis • Market data research, marketing analysis • Technology analysis • Strategy consulting • Reverse engineering costing • Patent analysis • Design and characterization of innovative optical systems • Financial services (due diligence, MA with our partner) www.yole.fr o Syndicated reports • Market technology reports • Patent investigation and patent infringement risk analysis • Teardowns reverse costing analysis • Cost simulation tool www.i-Micronews.com/reports o Media • i-Micronews.com website • @Micronews e-newsletter • Communication webcast services • Events:TechDays, forums,… www.i-Micronews.com
  34. 34. 4©2018 | www.yole.fr | About Yole Développement 6 COMPANIES TO SERVEYOUR BUSINESS Due diligence www.yole.fr Manufacturing costs analysis Teardown and reverse engineering Cost simulation tools www.systemplus.fr Market, technology and strategy consulting www.yole.fr IP analysis Patent assessment www.knowmade.fr Innovation and business maker www.bmorpho.com Design and characterization of innovative optical systems www.piseo.fr Yole Group of Companies
  35. 35. 5©2018 | www.yole.fr | About Yole Développement OUR GLOBAL ACTIVITY 30%of our business 40%of our business 30%of our business Greater China office Yole Japan HQ in Lyon Nantes Paris Nice Vénissieux Europe office Frankfurt Hsinchu Tokyo Yole Inc. Phoenix Yole Korea Seoul Palo Alto
  36. 36. 6©2018 | www.yole.fr | About Yole Développement ANALYSIS SERVICES - CONTENT COMPARISON Technology and Market Report Leadership Meeting QA Service Depth of the analysis Breadthoftheanalysis Meet the Analyst Custom Analysis High High Low
  37. 37. 7©2018 | www.yole.fr | About Yole Développement SERVING THE ENTIRE SUPPLY CHAIN Our analysts provide market analysis, technology evaluation, and business plans along the entire supply chain Integrators, end- users and software developpers Device manufacturers Suppliers: material, equipment, OSAT, foundries… Financial investors, RD centers
  38. 38. 8©2018 | www.yole.fr | About Yole Développement SERVING MULTIPLE INDUSTRIAL FIELDS We work across multiples industries to understand the impact of More-than- Moore technologies from device to system From A to Z… Transportation makers Mobile phone and consumer electronics Automotive Medical systems Industrial and defense Energy management
  39. 39. 9©2018 | www.yole.fr | About Yole Développement o Yole Développement, System Plus Consulting, KnowMade and PISEO, all part of Yole Group of Companies, keep on increasing their collaboration to offer, in 2018, a collection of 150+ reports. Combining respective expertise and methodologies from the 4 companies, the reports aim to provide market technology analysis, patent investigation and patent infringement risk analysis, teardowns reverse costing analysis.They cover: o You are looking for: • An analysis of your product market • A review of your competitors evolution • An understanding of your manufacturing and production costs • An understanding of your industry technology roadmap and related IPs • A clear view on the evolution of the supply chain… Our reports are for you! The combined team of 60+ experts (PhDs, MBAs, industry veterans…) from Yole Développement, System Plus Consulting, KnowMade and PISEO, collect information, identify the trends, the challenges, the emerging markets, the competitive environments and turn it into results to give you a complete picture of your industry landscape. In the past 20 years, we worked on more than 1 700 projects, interacting with technology professionals and high level opinion makers from the main players of the industry. o In 2018, Yole Group of Companies plan to publish +150 reports. Gain full benefit from our Annual Subscription offers and receive at least a 36% discount. REPORTS COLLECTION www.i-Micronews.com • MEMS Sensors • RF devices technologies • Imaging • Medical technologies (MedTech) • Photonics • Advanced packaging • Manufacturing • Advanced substrates • Power electronics • Batteries and energy management • Compound semiconductors • Solid state lighting • Displays • Software • Memory
  40. 40. 10©2018 | www.yole.fr | About Yole Développement OUR 2018 REPORTS COLLECTION (1/3) MEMS SENSORS o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Status of the MEMS Industry 2018 - Update − Silicon Photonics 2018 - Update − Consumer Biometrics: Sensors Software 2018 - Update − MEMS Pressure Sensors 2018 − Air Quality Sensors 2018 o REVERSE ENGINEERING COSTING REVIEW – by System Plus Consulting − Gas Particles Sensors − MEMS Pressure Sensors − Piezo MEMS 2018 * o PATENT ANALYSES – by KnowMade − MEMS Microphone – Patent Landscape Analysis RF DEVICES ANDTECHNOLOGIES o MARKET AND TECHNOLOGY REPORT – byYole Développement − 5G impact on RF Front End Modules and Connectivity for Cellphones 2018 – Update − Radar Technologies for Automotive 2018 - Update − RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023 – Update − Advanced RF System-in-Package for Cellphones 2018 – Update * − Wireless technologies (Radar, V2X) for Automotive 2018 − RF Standards and Technologies for Connected Objects 2018 − RF Photonic Components Technologies for 5G Infrastructure 2018 o REVERSE ENGINEERING COSTING REVIEW – by System Plus Consulting − RF Front-End Modules in Smartphones − RF GaN* o PATENT ANALYSES – by KnowMade − RF Front End Module – Patent Landscape Analysis − RF GaN – Patent Landscape Analysis IMAGING OPTOELECTRONICS o MARKET AND TECHNOLOGY REPORT – byYole Développement − Status of the CMOS Image Sensor Industry 2018 – Update − Status of the Compact Camera Module and Wafer Level Optics Industry 2018 - Update − 3D Imaging and Sensing 2018 - Update − Machine Vision for Industry and Automation 2018 − Sensors for Robotic Vehicles 2018 − Imagers and Detectors for Security and Smart Buildings 2018 − LiDARs 2018 o QUARTERLY UPDATE – by Yole Développement − CMOS Image Sensors 2018 * o REVERSE ENGINEERING COSTING REVIEW – by System Plus Consulting − CMOS Image Sensors − Compact Camera Modules o PATENT ANALYSES – by KnowMade − LiDAR – Patent Landscape Analysis SOFTWARE o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Consumer Biometrics: Sensors Software 2018 - Update − Processing Hardware and Software for AI 2018 – Vol. 1 2 Update : 2017 version still available / *To be confirmed
  41. 41. 11©2018 | www.yole.fr | About Yole Développement OUR 2018 REPORTS COLLECTION (2/3) ADVANCED PACKAGING o MARKET AND TECHNOLOGY REPORT – byYole Développement − Status of Advanced Packaging Industry 2018 - Update − Status of Advanced Substrates 2018: Embedded Die and Interconnects, Substrate Like PCB Trends − Fan-Out Packaging 2018 – Update* − 3D TSV and Monolithic Business Update 2018 – Update − Advanced RF System-in-Package for Cellphones 2018 – Update* − Power Modules Packaging 2018 – Update − Discrete Power Packaging 2018 – Update* − Memory Packaging Market and Technology Report 2018 – Update* − Status of Panel Level Packaging 2018 − Trends in Automotive for Advanced Packaging 2018 − Processing Hardware and Software for AI 2018 – Vol. 1 2 − Integrated Passive Devices (IPD) 2018 o REVERSE ENGINEERING COSTING REVIEW – by System Plus Consulting − RF Front-End SiP − Fan-Out Packaging * o PATENT ANALYSES – by KnowMade − Hybrid Bonding for 3D Stack – Patent Landscape Analysis MANUFACTURING o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Wafer Starts for More Than Moore Applications − Equipment for More than Moore: Technology Market Trends for Lithography Bonding/Debonding 2018 − Equipment for More than Moore: Technology Market Trends for Thin Film Deposition Etching 2018 o REVERSE ENGINEERING COSTING REVIEW – by System Plus Consulting − Wafer Bonding Technology Overview 2018 MEMORY o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Emerging Non Volatile Memory 2018 – Update − Memory Packaging Market and Technology Report 2018 – Update* o QUARTERLY UPDATE – by Yole Développement** − Memory Market 2018 (NAND DRAM) o MONTHLY UPDATE – by Yole Développement** − Memory Pricing 2018 (NAND DRAM) o REVERSE ENGINEERING COSTING REVIEW – by System Plus Consulting − DRAM Technology Cost Review 2018 − NAND Memory Technology Cost Review 2018 o PATENT ANALYSES – by KnowMade − 3D Non-Volatile Memories – Patent Landscape Analysis COMPOUND SEMICONDUCTORS MARKET AND TECHNOLOGY REPORT – byYole Développement − Status of Compound Semiconductor Industry 2018* − Power SiC 2018: Materials, Devices, and Applications - Update − Power GaN 2018: Materials, Devices, and Applications – Update − RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023 – Update − GaAs Materials, Devices and Applications 2018 − InP Materials, Devices and Applications 2018 o REVERSE ENGINEERING COSTING REVIEW – by System Plus Consulting − Power SiC Devices − Power GaN Devices o PATENT ANALYSES – by KnowMade − Power SiC – Patent Landscape Analysis − Status of the GaN IP – Patent Watch 2018 Patent Activity 2017 Update : 2017 version still available / *To be confirmed / ** Can not be selected within an Annual Subscription offer
  42. 42. 12©2018 | www.yole.fr | About Yole Développement OUR 2018 REPORTS COLLECTION (3/3) POWER ELECTRONICS MARKET AND TECHNOLOGY REPORT – by Yole Développement − Status of Power Electronics Industry 2018 - Update − Power Modules Packaging 2018 - Update − Discrete Power Packaging 2018 – Update* − Power Electronics for EV/HEV 2018 - Update − Wireless Charging Market Expectations and Technology Trends 2018 − Integrated Passive Devices (IPD) 2018 o QUARTERLY UPDATE – by Yole Développement − Power ICs Market 2018 – Update o REVERSE ENGINEERING COSTING REVIEW – by System Plus Consulting − Power ICs Market 2018* − Power Modules* BATTERY AND ENERGY MANAGEMENT o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Solid State Electrolyte Battery 2018 − Li-ion Battery Packs for Automotive and Stationary Storage Applications 2018 - Update o PATENT ANALYSES – by KnowMade − Solid-State Batteries – Patent Landscape Analysis − Status of the Battery IP – Patent Watch 2018 Patent Activity 2017 SOLID STATE LIGHTING o MARKET AND TECHNOLOGY REPORT – by Yole Développement − IR LEDs and Lasers 2018 - Update − Automotive Lighting 2018 – Update − UV LEDs 2018 - Update − VCSELs 2018 − LiFi 2018 o REVERSE ENGINEERING COSTING REVIEW – by System Plus Consulting − VCSELs 2018 − UV LEDs 2018 * DISPLAYS o MARKET AND TECHNOLOGY REPORT – by Yole Développement − MicroLED Displays 2018 – Update − Quantum Dots and Wide Color Gamut Display Technologies 2018 - Update − Displays and Optical Vision Systems for AR / VR / MR 2018 o PATENT ANALYSES – by KnowMade − MicroLED Display – Patent Landscape Analysis MEDTECH o MARKET AND TECHNOLOGY REPORT – by Yole Développement − BioMEMS Non Invasive Emerging Biosensors: Microsystems for Medial Applications 2018 - Update − Point-of-Need Testing: Application of Microfluidic Technologies - Update − Neurotechnologies and Brain Computer Interface 2018 − CRISPR-Cas9 Technology: From Lab to Industries 2018 − Portable Medical Imaging 2018 − Inkjet Functional and Additive Manufacturing for Electronics 2018 − Liquid Biopsy 2018: From Isolation to Downstream Applications − Chinese Microfluidics Industry 2018 − Scientific Cameras for the Life Sciences Analytical Instrumentation Laboratory Markets 2018* o PATENT ANALYSES – by KnowMade − Microfluidic IC Cooling – Patent Landscape Analysis − Circulating Tumor Cell Isolation – Patent Landscape Analysis − Organ-on-a-Chip – Patent Landscape Analysis − OCT Medical Imaging – Patent Landscape Analysis Update : 2017 version still available / *To be confirmed
  43. 43. 13©2018 | www.yole.fr | About Yole Développement OUR 2017 PUBLISHED REPORTS (1/3) MEMS SENSORS o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Status of the MEMS Industry 2017 − High End Inertial Systems Market and Technology 2017 − Magnetic Sensors Market and Technologies 2017 − MEMS and Sensors for Automotive - Market and Technology Trends 2017 − Acoustic MEMS and Audio Solutions 2017 − Sensors and Sensing Modules for Smart Homes and Buildings 2017 − Fingerprint Sensor Applications and Technologies – Consumer Market Focus 2017 o REVERSE COSTING REPORT – by System Plus Consulting − Continental SRL1: State-of-the-art LiDAR for Advanced Driver Assistance Systems – Reverse Costing Report − Bosch Mobility Ultrasonic Sensor – Reverse Costing Report − MEMS Packaging 2017 - Reverse Costing Review − Bosch BMP380 Pressure Sensor – Reverse Costing Report IMAGING PHOTONICS o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Status of the CMOS Image Sensor Industry 2017 − 3D Imaging and Sensing 2017 − Uncooled Infrared Imaging Technology Market Trends 2017 − Camera Module Industry Market and Technology Trends 2017 o REVERSE COSTING REPORT – by System Plus Consulting − FLIR Boson – a small, innovative, low power, smart thermal camera core – Reverse Costing Report − Camera Module Physical Analyses Overview 2017 RF DEVICES ANDTECHNOLOGIES o MARKET AND TECHNOLOGY REPORT – by Yole Développement − RF Front End Modules and Components for Cellphones 2017 − Advanced RF System-in-Package for Cell Phones 2017 − 5G Impact on RF Front-End Industry 2017 ADVANCED PACKAGING o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Status of the Advanced Packaging Industry 2017 − Embedded Die Packaging: Technology and Market Trends 2017 − Fan-Out: Technologies and Market trends 2017 − Advanced Substrates Overview: From IC Package to Board 2017 − 3D TSV and 2.5D Business Update - Market and Technology Trends 2017 − Advanced RF System-in-Package for Cellphones 2017 − Memory Packaging Market and Technology Report 2017 − MEMS Packaging 2017 − Emerging Non-Volatile Memory 2017 o REVERSE COSTING REPORT – by System Plus Consulting − NVIDIA Tesla P100 - Reverse Costing Report − MEMS Packaging - Reverse Technology Review − Advanced RF SiP for Cellphones 2017 - Reverse Costing Review SOFTWARE o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Embedded Software in Vision Systems MEDTECH o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Status of the Microfluidics Industry 2017 − Solid-State Medical Imaging 2017 − Organs-On-Chips 2017 − Connected Medical Devices Market and Business Models 2017 − Artificial Organ Technology and Market analysis 2017 − Medical Robotics Technology Market Analysis 2017
  44. 44. 14©2018 | www.yole.fr | About Yole Développement OUR 2017 PUBLISHED REPORTS (2/3) MANUFACTURING o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Laser Technologies for Semiconductor Manufacturing 2017 − Equipment and Materials for 3D TSV Applications 2017 − Equipment and Materials for Fan-Out Packaging 2017 − Glass Substrate Manufacturing in the Semiconductor Field 2017 BATTERIES ENERGY MANAGEMENT o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Status of the Rechargeable Li-ion Battery Industry − Market Opportunities for Thermal Management Components in Smartphones DISPLAYS o MARKET AND TECHNOLOGY REPORT – by Yole Développement − MicroLED Displays − Quantum Dots and Wide Color Gamut Display Technologies − Phosphors Quantum Dots 2017 - LED Downconverters for Lighting Displays SOLID STATE LIGHTING o MARKET AND TECHNOLOGY REPORT – by Yole Développement − LED Packaging 2017: Market, Technology and Industry Landscape − CSP LED Lighting Modules − IR LEDS and VCSELs - Technology, Applications and Industry Trends − LED Lighting Module Technology, Industry and Market Trends 2017 − Automotive Lighting: Technology, Industry and Market Trends 2017 − Horticultural LED Lighting: Market, Industry, and Technology Trends POWER ELECTRONICS o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Status of the Power Electronics Industry 2017 − Thermal Management Technology and Market Perspectives in Power Electronics and LEDs 2017 − Gate Driver Market and Technology Trends 2017 − Power MOSFET 2017: Market and Technology Trends − Power Module Packaging: Material Market and Technology Trends 2017 − IGBT Market and Technology Trends 2017 o QUARTERLY UPDATE – by Yole Développement − Power Management ICs Market 2017 o REVERSE COSTING REPORT – by System Plus Consulting − EPC2045 100V GaN-on-Silicon Transistor – Reverse Costing Report − Silicon Capacitor - Technology and Cost Review − Industrial 100V MOSFET - Technology and Cost Review − InvenSense ICM-20789: High Performance 6-Axis Motion Sensor and Pressure Sensor Combo – Reverse Costing Report COMPOUND SEMICONDUCTORS o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Bulk GaN Substrate Market 2017 − RF Power Market and Technologies 2017: GaN, GaAs and LDMOS − Power SiC 2017: Materials, Devices, Modules, and Applications − Power GaN 2017: Epitaxy, Devices, Applications, and Technology Trends
  45. 45. 15©2018 | www.yole.fr | About Yole Développement OUR 2017 PUBLISHED REPORTS LIST (3/3) OUR PARTNERS’ REPORTS PATENT ANALYSES – by KnowMade − Wireless Charging Patent Landscape Analysis − RF Acoustic Wave Filters Patent Landscape Analysis − NMC Lithium-Ion Batteries Patent Landscape Analysis − Pumps for Microfluidic Devices Patent Landscape − III-N PatentWatch − FLUIDIGM Patent Portfolio Analysis − Knowles MEMS Microphones in Apple iPhone 7 Plus Patent-to-Product Mapping 2017 − Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping − Patent Licensing Companies in the Semiconductor Market - Patent Litigation Risk and Potential Targets − MicrofluidicTechnologies for Diagnostic Applications Patent Landscape TEARDOWN REVERSE COSTING – by System Plus Consulting More than 60 teardowns and reverse costing analysis and cost simulation tools published in 2017 MORE INFORMATION o All the published reports from theYole Group of Companies are available on our website www.i-Micronews.com. o Ask for our Annual Subscription offers: With our bundle offer, you choose the number of reports you are interested in and select the related offer. You then have up to 12 months to select the required reports from the Yole Développement, System Plus Consulting and KnowMade offering. Pay once and receive the reports automatically (multi-user format). Contact your sales team according to your location (see the last slide).
  46. 46. 16©2018 | www.yole.fr | About Yole Développement MICRONEWS MEDIA o About Micronews Media To meet the growing demand for market, technological and business information, Micronews Media integrates several tools able to reach each individual contact within its network.We will ensure you benefit from this. ONLINE ONSITE INPERSON @Micronews e-newsletter i-Micronews.com i-Micronewsjp.com FreeFullPDF.com Events Webcasts Unique, cost-effective ways to reach global audiences. Online display advertising campaigns are great strategies for improving your product/brand visibility.They are also an efficient way to adapt with the demands of the times and to evolve an effective marketing plan and strategy. Brand visibility, networking opportunities Today's technology makes it easy for us to communicate regularly, quickly, and inexpensively – but when understanding each other is critical, there is no substitute for meeting in-person. Events are the best way to exchange ideas with your customers, partners, prospects while increasing your brand/product visibility. Targeted audience involvement equals clear, concise perception of your company’s message. Webcasts are a smart, innovative way of communicating to a wider targeted audience.Webcasts create very useful, dynamic reference material for attendees and also for absentees, thanks to the recording technology. Benefit from the i-Micronews.com traffic generated by the 11,200+ monthly unique visitors, the 10,500+ weekly readers of @Micronew se-newsletter Several key events planned for 2018 on different topics to attract 120 attendees on average Gain new leads for your business from an average of 340 registrants per webcast Contact: CamilleVeyrier (veyrier@yole.fr), Marketing Communication Project Manager
  47. 47. 17©2018 | www.yole.fr | About Yole Développement CONTACT INFORMATION o CONSULTING AND SPECIFICANALYSIS, REPORT BUSINESS • North America: • Steve LaFerriere, Senior Sales Director forWestern US Canada Email: laferriere@yole.fr – + 1 310 600-8267 • Troy Blanchette, Senior Sales Director for Eastern US Canada Email: troy.blanchette@yole.fr – +1 704 859-0453 • Japan Rest of Asia: • Takashi Onozawa, General Manager,Asia Business Development (Korea, Singapore, India ROA) Email: onozawa@yole.fr - +81 34405-9204 • Miho Othake, Account Manager (Japan) Email: ohtake@yole.fr - +81 3 4405 9204 • Itsuyo Oshiba, Account Manager (Japan) Email: oshiba@yole.fr - +81-80-3577-3042 • Greater China: Mavis Wang, Director of Greater China Business Development Email: wang@yole.fr - +886 979 336 809 • Europe: Lizzie Levenez, EMEA Business Development Manager Email: levenez@yole.fr - +49 15 123 544 182 • RoW: Jean-Christophe Eloy, CEO President,Yole Développement Email eloy@yole.fr - +33 4 72 83 01 80 o FINANCIAL SERVICES (in partnership withWoodside Capital Partners) • Jean-Christophe Eloy, CEO President Email: eloy@yole.fr - +33 4 72 83 01 80 • Ivan Donaldson,VP of Financial Market Development Email: ivan.donaldson@yole.fr - +1 208 850 3914 o GENERAL • Public Relations: leroy@yole.fr - +33 4 72 83 01 89 • Email: info@yole.fr - +33 4 72 83 01 80 Follow us on

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