SlideShare a Scribd company logo
1 of 58
Download to read offline
© 2019
From Technologies to Markets
Sample
Status of
Advanced
Substrates
2019
Advanced IC substrates
Substrate Like PCB &
Embedded Die
2
Biographies & contacts
©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
ABOUT THE AUTHORS
Mario IBRAHIM
As a Technology & Market Analyst, advanced packaging, Mario Ibrahim is a member of the Semiconductor & Software division at Yole Développement (Yole).
Mario is engaged in the development of technology & market reports as well as the production of custom consulting studies. He is also deeply involved in test
activities business development within the division.
Prior to Yole, Mario was engaged in test activities development on LEDs at Aledia. He was also in charge of several R&D advanced packaging programs. During his
five-year stay, he developed strong technical & managerial expertise in different semiconductor fields.
Mario holds an Electronics Engineering Degree from Polytech’ Grenoble (France). He apprenticed for three years in the Imaging division of STMicroelectronics
Grenoble, where he contributed to the test benches park automation within the test & validation team.
Favier SHOO
Favier Shoo is a Technology and Market Analyst in the Semiconductor & Software division at Yole Développement, part of Yole Group of Companies. Based in
Singapore, Favier is engaged in the development of technology & market reports as well as the production of custom consulting.
After spending 7 years at Applied Materials as a Customer-Application-Technologist in advanced packaging marketspace, Favier had developed a deep
understanding of the supply chain and core business values. Being knowledgeable in this field, Favier had given trainings and held numerous technical review sessions
with industry players. In addition, he had obtained 2 patents.
Prior to that, Favier had worked at REC Solar as a Manufacturing Engineer to maximize production capacity.
Favier holds a Bachelor in Materials Engineering (Hons) and a Minor in Entrepreneurship from Nanyang Technological University (NTU) (Singapore). Favier was
also the co-founder of a startup company where he formulated business goals, revenue models and marketing plans.
Ibrahim@yole.fr
shoo@yole.fr
3©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
COMPANIES CITED IN THIS REPORT
Access semiconductor, AMD,Amkor, Apple, ASE, AT&S, Audi, Avago
BMW, Bosch,
Career, CCTC, Celestica, Chin Poon, ChipBond, ChipMOS, CMK, Compeq, Continental, Cyntec
Daeduck, Daimler AG, Deca Technologies,Dyconex AG, Ericsson
Facebook,Fast Print, Flex, Flexium, Founder,Ford, Foxconn, Fujikura, Fraunhofer IZM
GaN systems, General Electric, Google,
HannStar Board, HiSilicon, Huawei,
Ibiden, Imec, Infineon, Intel
JCET, J-devices,
Kinsus, Kyocera, Korea circuit
LG Innotek
Meiko, Mflex, Microsemi
Nanium, Nantong Fujitsu, NanYa PCB, Nepes, Nippon Mektron, Nvidia
Omnivision, Oppo
Qdos, Qorvo, Qualcomm
Samsung, Sarda Technologies, Schweizer, SEMCO, Shennan Circuit, Shinko, Simmtech, SiPlus, SPIL, STATS ChipPAC, St Jude Medical, Starkey
TaiyoYuden,TDK-EPCOS,Texas Instruments,TTMTechnologies,Tripod,Trigence,TSMC
Unimicron, Unisem, UTAC,Valeo,Wus Group,Würth Elektronik,Wuzhou, Xiaomi,Young Poong Group, ZD Tech
… and many more
4©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
REPORT SCOPE & OBJECTIVES
• This report is an update of the previous 2018 release “Status of advanced substrates 2018”
• The scope of this report is to present the actual trends and their impact on the substrate manufacturing. Mega trends are
pushing the packaging market into more and more miniaturization and performances in order to answer their stringent
requirements (more performance, lower consumption & footprint). Substrate makers are working since few years to
improve their technology portfolio and innovate in order to follow the trends
• This report objectives are to:
• Show the impact of the global semiconductor market trend on the substrate manufacturing
• Outline three advanced substrate platforms:Advanced IC substrate, Substrate like PCB (SLP) & Embedded die (ED)
• Provide an overview of the markets trends and drivers pushing the innovation into substrate manufacturing
• Update market data & forecasts for the three advanced substrate platforms
• Describe the markets & key applications that are/will use such advanced substrate solutions
• Identify the main players & supply chain for advanced substrate manufacturing
• Predict future applications where technology such SLP and ED can be adopted
• Rank and analyze the players by revenue & net income
• Present the impact of Chinese environmental regulations on substrate & PCB houses
5©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
TABLE OF CONTENT [1/3] NEW
• Report scope & objectives 5
• Glossary 6
• Authors 7
• Companies cited in this report 8
• The three pages report summary 9
• Comparison with 2018 report version 12
• Major trends since 2018
• What we got “right” and “wrong”
• Advanced IC substrate units comparison
• SLP units comparison
• Embedded die units comparison per market
• Executive summary 18
1. Introduction 61
• Hints for reading
• Terminology
• Segmentation & global trends
2. Advanced IC substrates 70
• What’s new & segmentation
• Trends & drivers 72
• Advanced IC substrate trends & drivers
• Forecasts 83
• Total advanced IC substrate market by revenue, units,
geographical area
• Breakdown by FCBGA vs CSP by revenue, units
• FO impact on the FC revenue
• Capacity forecast by number of panels per month
• Technology & roadmaps 93
• Flip Chip IC substrateVS FO: L/S scaling
• Commercialized products: dimensions vs I/O
• Supply chain & players 108
• Semiconductor supply chain with IC substrate makers
• IC substrate players
• Business model example for some advanced IC substrate
makers
• Conclusions 117
6©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
TABLE OF CONTENT [2/3] NEW
4. Embedded die 155
• What’s new & segmentation 158
• Trends & drivers 163
• ED trends & drivers
• Forecasts 170
• ED market revenue and units, breakdown
by market
• Two different scenarios: basic & optimistic
• EMIB units production
• Technology & roadmap 176
• ED technology details by player and type
• ED roadmap
• ED markets, players & supply chain 206
• ED segmentation
• Different ED market and applications
• ED players by technology segment
• ED supply chain
• Conclusions 242
3. SLP 119
• What’s new & segmentation 120
• Trends & drivers 121
• SLP trends & drivers
• Apple smartphones board analysis
• Forecasts 134
• Total SLP market revenue
• SLP revenue breakdown by products
• SLP revenue and unitsVS global cell phone board market
• SLP smartphone revenue breakdown by country
• Technology & roadmaps 142
• SLP roadmap
• Supply chain & players 145
• SLP supply chain & potential business activities
• SLP manufacturing capabilities by country
• Conclusions 153
7©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
TABLE OF CONTENT [3/3] NEW
5. Financial analysis 243
• Top 116 board makers by revenue 2017
• Top 116 board makers revenue repartition by country
• Focus on top 20 board makers, revenue, YoY growth, who
is doing what
• Pushed financial analysis on top 10 board makers
• Revenue comparison 2016 to 2018
• Net income comparison 2016 to 2018
• Ranking evolution
6. China substrate regulations 256
• How China’s environmental regulations are impacting
the substrate makers
7. Appendix 262
• Board
• Techniques of embedding technology
8. AboutYole Développement 274
8©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
SUBSTRATE MARKET SEGMENTATION – GLOBALVISION
*Low density interconnection boards.Test cards, probe cards … Not included in this report
** Few words on those technology in board chapter, but not the scope of this report
Two of the three main chapters of this report, Embedded die is the 3rd chapter
9©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
TERMINOLOGY
• The biggest issue in the substrate manufacturing world is the use of a common terminology. Everyone knows and uses the
same words, but not everyone is using specific words to express the same things
• We can cite: PCB / Board / Substrate / laminate / SLP / mSAP / embedded die …
• In this report we will always be using:
• Board:
• It’s what everyone in the industry calls PCB.We won’t be using PCB because it’s too confusing as many players use PCB to talk
about substrate sometimes. Board for us is the final “board” on which modules, packages will be plugged, no more intermediate
layers needed
• Substrate:
• In this report substrate = laminate layers stacked the one above the others forming a packaged module that will be plugged on
a board.That means that we call substrate, any layer or package that will need to be plugged on a board in order to be used
• SLP, substrate like PCB:
• Some players are defining SLP as process-based technology, mSAP, which involves lithography steps from SAP. Others don’t
recognize SLP term at all and are using process terms to define finer interconnection resolution at board level with just amSAP,
mSAP or SAP. We are defining board as SLP with these characteristics:
• A board with mSAP or SAP processed layers, with or without subtractive processed layers
• Embedded die:
• In this report we refer to ED each time we want to talk about one or multiple dies embedded in substrate / board or mold.
The die is placed between laminate layers when embedded in substrate / board, and housed in a polymer or other material
when embedded in a mold
10©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
THE MAJOR TRENDS SINCE 2018
11©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
Wafer BEOL
Fan-In/Fan-Out WLP/PLP
Board
IC
Substrate
SUBSTRATE LANDSCAPE
100/10010/101/10.1/0.1
L/S [um/um]
0.25/0.25 5/5 30/30
LayerThickness(Cu+dielectric),[um]
0.1
1
10
100
2/2
Board vs. IC
substrate
2.5D / 3DIC
vs DD Fan
Out
IC Substrate
vs FO
Competition observed
between Board & IC
substrate due to L/S
scaling
Board and IC substrate
manufacturers are
adopting advanced
technology processes to
address new market
requirements for
performance & form
factor
12©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
ADVANCED SUBSTRATE MARKET EVOLUTION
Market dynamics
Yole Développement,
2019
• SLP affects the board market and down sizing decreases both board and substrate markets
• FC substrate has a market loss due to HD FO, but with SiP, substrate usages increases
• Down sizing such as decreasing the L/S or embedding the die(s) might lower the total production of both board and IC substrates
13©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
Advanced IC
Substrate falls short in
supply due to
overwhelming
demands from 5G
base stations and
HPCs, during the end
of 2018
ADVANCED IC SUBSTRATE:WHAT’S NEW IN 2019
14©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
ADVANCED IC SUBSTRATE: 2017 PRODUCTION UNITS BY GEOGRAPHICAL AREA
15©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
ADVANCED IC SUBSTRATE MARKET FORECAST
16©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
ADVANCED IC SUBSTRATE MARKET FORECAST: COMPETING TECHNOLOGY
17©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
ADVANCED IC SUBSTRATE MARKET SHARES:TOP PLAYERS
Non-Exhaustive list of players
*Data is estimated from secondary research and adjusted through interviews.
18©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
TECHNOLOGY ROADMAP OF FCVS FO: KEY PARAMETERS
• FC can package more dies and hence more functionality density as compared to FO.
• FC is more SiP scalable as compared to FO
Roadmap is based on an expected average of the different technologies in the market.
19©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
SUPPLY CHAIN OF ADVANCED IC SUBSTRATE PLAYERS: GEOGRAPHICAL ANALYSIS
20©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
SLP:WHAT’S NEW SINCE 2018?
*mSAP = modified semi-additive process
21©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
SLP DRIVERS: BOARD-SPACE SAVIOUR
Schematic is drawn proportionally close to actual scale
22©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
SUBSTRATE-LIKE PCB (SLP) EVOLUTION
SLP is achieving new milestones with progressive adoptions…
23©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
SLP MARKETVALUE: BREAKDOWN BY PRODUCTS
Revenue is defined as the sales generated from SLP Packaging
24©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
SLP PENETRATION RATE IN GLOBAL CELL PHONE BOARD MARKET: UNITS &
REVENUE
25©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
SLP TECHNOLOGY ROADMAP
≤2016: No SLP adoption in the market yet.
Dk = Dielectric Constant. Df = Dissociation Factor.Average value of the players in the market.
26©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
SLP SUPPLY CHAIN OF TOP 15 PLAYERS – BASED ON 2017 REVENUE
SLP Manufacturers
Majority of the SLP players are
manufacturers who have Board + IC
Substrate capabilities. There is no
standalone player doing SLP independently
or SLP + IC Substrate.
IC Substrate Manufacturers
No players doing SLP + IC Substrate
independently.
No independent IC Substrate players.
Only 3 players doing Board + IC Substrate
exclusively.
Board Manufacturers
Only 3 players produce strictly board only.
1 player is doing Board + SLP exclusively.
Non-Exhaustive List of Players
27©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
EMBEDDED PACKAGING TECHNOLOGY
Embedded packaging technologies with connections
fanned out of the surface
Embedded in organic
Embedded in epoxy mold compound
(Fan-OutWLP/PLP)
CHIP FIRST: CF
CHIP LAST: CL
FACE UP: FU
FACE DOWN: FD
ED in
board
ED in flexible
PCB
Interconnection type RDL
Foundry
BEOL
Coreless
Substrate
Chip orientation
Encapsulator type
CF / CLCF / CL CL
FU / FD FU / FD
Chip placingFocus of the report
(Technology, players, hardware,
forecast)
ED in
Substrate
Interposer
2.5D like
Some information on the technology and players. Not included in the forecasts
28©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
EMBEDDED DIE:WHAT’S NEW SINCE 2018? [1/2]
29©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
MARKET DRIVERS
Embedded technology
Embedded
Die
Cost-driven
Form factor
&
integration
driven
Performance-
driven
IC
Power / audio
amplifiers
DC-DC converter RF SiP
Power appsAC-DC inverter
CIS
Better electrical performance
Better signal transmission
Better heat management
Better reliability
Can Embedded die
compete with 2.5D & 3D
technology in term of
performance & cost
effectiveness?
Higher die integration
Smaller foot print
30©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
ED FORECASTS
Optimistic scenario, units & revenue
31©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
EMBEDDED DIE ROADMAP
Higher performances, higher dies number and thinner packages
32©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
ALL THE PLAYERS INVOLVED IN AN EMBEDDED DIE ACTIVITY
33©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
SOME EXTRA DETAILS ON THE TOP 10 SUBSTRATE MAKERS
Revenue (M$) comparison including 2018 numbers
* Some projections may be included in 2018 revenue as not all the companies released the 4Q results when this report was released
34©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
IMPACT OF CHINA REGULATIONS: COASTALVS INLAND
ANALYST’S POINT OFVIEW China from google map
35©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE
RELATED REPORTS
The integrated circuit (IC) substrate and board
industry has historically assumed a passive role,
especially when it comes to innovation. However,
in the past few years, the landscape has become
increasingly competitive. Industry players are
looking to differentiate from others.
The advanced substrate industry is now following
the trends of advanced packaging. Miniaturization,
greater integration and higher performance are
becoming mainstream in this industry. Huge
investments by several players are ongoing for
embedded die (ED) and substrate-like printed circuit
board (SLP), showing the increased interest in such
technology.
The substrate and printed circuit board (PCB) global
market will record a modest compound annual
growth rate (CAGR) of around 4% from 2018-
2024. But, if we only consider advanced substrate
technology as SLP and ED technology, they exhibit
a much higher growth rate, up to 49% CAGR2018-2024
for ED.
Flip Chip (FC), SLP and ED are gaining market share
from the conventional board and IC substrate
markets. That’s especially true for SLP and ED,
which have the capability to reduce either the
board or IC substrate footprint. Undoubtedly,
these technologies can address the integrational
needs of applications in this new digital age, but
bring complexity and demand innovation before
production and adoption take place. In addition,
such technology bring huge value into the market.
Hence it is not surprising they are expected to
fetch a higher average selling price (ASP) and better
revenue. In this report, Yole Développement (Yole)
will detail FC, SLP and ED trends and their usage
in different markets and applications. Yole’s analsyts
will provide in-depth information about the markets,
applications, numbers, roadmaps, players and supply
chains.
STATUS OF ADVANCED SUBSTRATES 2019
Market & Technology Report - May 2019
THEADVANCED SUBSTRATE INDUSTRY HAS STARTEDTO INNOVATE
TO KEEP UPWITHADVANCED PACKAGINGTRENDS
Demands from the new digital age are waking up the sleeping substrate giants.
WHAT’S NEW
• FC BGA substrate capacity is
running short in supply
• FC CSP is still growing, driven by
DRAM
• New SLP applications other than
smartphones
• Latest adoption of embedded die
package
• Substrate manufacturers are
switching to mSAP
• China consolidating its substrate
manufacturing market
REPORT KEY FEATURES
• Advanced IC substrate with
focus on FC CSP  BGA, and the
impact of FO on these markets.
Players, supply chain, roadmaps and
forecasts with FC CSP/BGA and
FO breakdown, market shares for
each player
• SLP, with a focus on Huawei
as a new user and for mobile,
smartwatches and tablets. Players,
supply chains, roadmaps and
forecasts broken down by board
type and application. New process
flow overview
• Embedded die, with a focus
on automotive, telecom and
infrastructure markets. Players,
supply chain, roadmaps and
forecasts, broken down by market
• Financial analysis of top 10
substrate makers’ revenue and net
income
• China’s environmental regulations
and their impact on substrate
manufacturing
(Yole Développement, May 2019)
Productrange
SiP
HD FO
Board
SLP
Down
sizing / ED
HD FO
IC
substrate
Advanced substrate and packaging’s impact on board and substrate markets
INCREASED SLPADOPTION BY LEADING OEMS IS DRIVING MARKET
GROWTH SIGNIFICANTLY
The global SLP market is valued at $987M in 2018
and is expected to grow through to 2024, driven
by the global cell-phone market.
Presently, the SLP market is still heavily dependent
on high end smartphone growth, particularly
Apple iPhones and Samsung Galaxies. Moving
forward, Huawei is expected to release high-
end products with SLP technology in 2019.
Furthermore, cell-phone-producing OEMs are
planning to use SLP in other consumer electronic
Embedded die revenue forecast
Substrate-like PCB supply chain example
(Yole Développement, May 2019)
STATUS OF ADVANCED SUBSTRATES 2019
EXCITING GROWTH OF EMBEDDED DIE OFFERS SUBSTRATE STACKING
SOLUTION
ED is the first real substrate stacking technology on
the market. Its market is valued at $21M in 2018 and
is expected to reach $231M by 2024, exhibiting a 49%
CAGR. This is the highest growth of all the advanced
substrate platforms, and can be justified by an infant
technology that will boom soon.
Yole has been studying ED technology since its early
stages. Based on this expertise, we will be detailing
the ED markets where mobile device makers were
early adopters and will remain an important source
of revenue.
We foresee a bright future for ED. Firstly, this is due
to extended adoption in new automotive applications.
It is also due to the telecom and infrastructure
market where ED is a suitable solution to increase
hardware efficiency. Secondly, players are investing
huge amounts in new plants where ED will be the
main product. Supported by major OEMs, Yole
believes that an ED market boost will occur in the
next two years.
Nowadays, there are many players active in ED
research and development, but only a few have
jumped into high volume manufacturing (HVM).
Based on the technology, markets dynamics, and
investments detailed in this report, Yole believes that,
in the near future, more players will enter ED HVM
and contribute to the adoption of this technology.
COMPANIES CITED IN THE REPORT (non exhaustive list)
Access semiconductor, AMD, Amkor, Apple, ASE, ATS, Audi, Avago, BMW, Bosch, Career, CCTC, Celestica,
Chin Poon, ChipBond, ChipMOS, CMK, Compeq, Continental, Cyntec, Daeduck, Daimler AG, Deca Technologies,
Dyconex AG, Ericsson, Facebook, Fast Print, Flex, Flexium, Founder, Ford, Foxconn, Fujikura, Fraunhofer IZM,
GaN systems, General Electric, Google, HannStar Board, HiSilicon, Huawei, Ibiden, IMEC, Infineon, Intel, JCET,
J-devices, Kinsus, Kyocera, Korea circuit, LG Innotek, Meiko, Mflex, Microsemi, Nanium, Nantong Fujitsu, Nan Ya
PCB,Nepes,NipponMektron,Nvidia,Omnivision,Oppo,Qdos,Qorvo,Qualcomm,Samsung,SardaTechnologies,
Schweizer, SEMCO, Shennan Circuit, Shinko, Simmtech, SiPlus, SPIL, STATS ChipPAC, St Jude Medical, Starkey,
Taiyo Yuden, TDK-EPCOS, Texas Instruments, TTM Technologies, Tripod, Trigence, TSMC, Unimicron, Unisem,
UTAC, Valeo, Wus Group, Würth Elektronik, Wuzhou, Xiaomi,Young Poong Group, ZD Tech, … and many more
(Yole Développement, May 2019)
REPORT OBJECTIVES
•	Show the impact of the global semiconductor market trend on the substrate manufacturing
•	Outline three advanced substrate platforms: Advanced IC substrates, substrate-like PCB and
embedded die
•	Provide an overview of the markets trends and drivers pushing the innovation in substrate
manufacturing
•	 Update market data and forecasts for the three advanced substrate platforms
•	 Describe the markets and key applications that are using/will use such advanced substrate solutions
•	 Identify the main players and supply chain for advanced substrate manufacturing
•	 Predict future applications where technology such as SLP and ED can be adopted
products like smartwatches and tablets. SLP will
become more mainstream than ever before.
Currently, SLP manufacturers from Taiwan, South
Korea and Japan are dominating production activities.
Players like Japan-headquartered Meiko and Taiwan-
headquartered ZD Tech are expanding new SLP
production lines in Vietnam and China for more
than one smartphone customer. Certainly, China
will gain SLP technical know-how progressively with
technology transfer from the major players.
In this report, Yole will share insights on SLP
technology, markets, players and the supply chain. In
addition, the team will also analyse the breakthroughs
in SLP manufacturing and their impact on the supply
chain.
Substrate Manufacturers*
Fabless*
OEMs*
Entire supply-chain
activities will be
portrayed in full
report
*Non-exhaustive list of players - Speculated activities
CAGR2018-2024
: +49% **
* Breakdown per market detailed in the report
** CAGR: Compound Annual Growth Rate
$21M
2024
$93M
$231M
Considered markets*:
• Mobile
• Automotive
• Telecom  infrastructure
• Consumer
• Medical
• Aerospace, defense  industry
2021
2018
MARKET  TECHNOLOGY REPORT

Report scope and objectives 5
Glossary6
Authors7
Companies cited in this report 8
The three pages report summary 9
Comparison with 2018’s report 12
 Major trends since 2018
 What we got “right” and “wrong”
 Advanced IC substrate unit comparison
 SLP unit comparison
 Embedded die unit comparison by market
Executive summary 18
Introduction61
 Hints for reading
 Terminology
 Segmentation and global trends
Advanced IC substrates 70
 What’s new and segmentation
 Trends and drivers
- Advanced IC substrate trends and drivers
 Forecasts
- Total advanced IC substrate market by
revenue, units, geographical area
- Breakdown by FCBGA vs CSP by
revenue, units
- FO impact on the FC revenue
- Capacity forecast by number of panels
per month
 Technology and roadmaps 
- Flip Chip IC substrate VS FO: L/S scaling
- Commercialized products: dimensions
vs I/O
 Supply chain and players 
- Semiconductor supply chain with IC
substrate makers
- IC substrate players
- Business model example for some
advanced IC substrate makers
 Conclusions
SLP119
 What’s new and segmentation
 Trends and drivers
- SLP trends and drivers
- Apple smartphones board analysis
 Forecasts
- Total SLP market revenue
- SLP revenue breakdown by products
- SLP revenue and units VS global cell
phone board market
- SLP smartphone revenue breakdown by
country
 Technology and roadmaps
- SLP roadmap
 Supply chain and players
- SLP supply chain and potential business
activities
- SLP manufacturing capabilities by country
 Conclusions 
Embedded die 155
 What’s new and segmentation
 Trends and drivers
- ED trends and drivers
 Forecasts
- ED market revenue and units,
breakdown by market
- Two different scenarios: basic and
optimistic
- EMIB units production
 Technology and roadmap 
- ED technology details by player and
type
- ED roadmap
 ED markets, players and supply chain
- ED segmentation
- Different ED market and applications
- ED players by technology segment
- ED supply chain
 Conclusions
Financial analysis 243
 Top 116 board makers by revenue 2017
 Top 116 board makers revenue repartition
by country
 Focus on top 20 board makers, revenue,
YoY growth, who is doing what
 Pushed financial analysis on top 10 board
makers
- Revenue comparison 2016 to 2018
- Net income comparison 2016 to 2018
- Ranking evolution
China substrate regulations 256
 How China’s environmental regulations
are impacting the substrate makers
Appendix262
 Board
 Techniques of embedding technology
About Yole Développement 274
TABLE OF CONTENTS (complete content on i-Micronews.com)
RELATED REPORTS
AUTHORS
Mario Ibrahim as a Technology and
Market Analyst, advanced packaging, Mario
Ibrahim is a member of the Semiconductor
and Software division at Yole Développement
(Yole). Mario is engaged in the development
of technology and market reports as well as
the production of custom consulting studies.
He is also deeply involved in test activities
business development within the division.
Prior to Yole, Mario was engaged in test
activities development on LEDs at Aledia.
He was also in charge of several RD
advanced packaging programs. During his
five-year stay, he developed strong technical
and managerial expertise in different
semiconductor fields.
Mario holds an Electronics Engineering
Degree from Polytech’ Grenoble, France.
He apprenticed for three years in the
Imaging division of STMicroelectronics
Grenoble, where he contributed to test
bench park automation within the test and
validation team.
Favier Shoo is a Technology and Market
Analyst in the Semiconductor and Software
division at Yole Développement, part of Yole
Group of Companies. Based in Singapore,
Favier is engaged in the development of
technology and market reports as well as
the production of custom consulting.
After spending 7 years at Applied Materials
as a Customer-Application-Technologist
in advanced packaging marketspace, Favier
had developed a deep understanding of the
supply chain and core business values. Being
knowledgeable in this field, Favier had given
trainings and held numerous technical review
sessions with industry players. In addition, he
had obtained 2 patents. Prior to that, Favier
had worked at REC Solar as a Manufacturing
Engineer to maximize production capacity.
Favier holds a Bachelor in Materials
Engineering (Hons) and a Minor in
Entrepreneurship from Nanyang
Technological University (NTU) (Singapore).Benefit from our Bundle  Annual Subscription offers and access our analyses at the best available
price and with great advantages
• Status of the Advanced Packaging Industry 2018
• 2.5D 3D TSV  Wafer-Level Stacking
Technology  Market Updates 2019
• Fan-Out Packaging 2019
• TDK SESUB Bluetooth Module
Find all our reports on www.i-micronews.com
ORDER FORM
Status of Advanced Substrates 2019
SHIPPING CONTACT
First Name:
Email:
Last Name:
Phone:
PAYMENT
/
ABOUT YOLE DEVELOPPEMENT
BILL TO
PRODUCT ORDER - Ref YD19018
BY CREDIT CARD
	 Visa 	 Mastercard	 Amex
Name of the Card Holder:
Credit Card Number:
Card Verification
Value (3 digits except AMEX: 4 digits):
Expiration date:
BY BANK TRANSFER
BANK INFO: HSBC, 1 place de la Bourse,
F-69002 Lyon, France,
Bank code: 30056, Branch code: 00170
Account No: 0170 200 1565  87,
SWIFT or BIC code: CCFRFRPP,
IBAN: FR76 3005 6001 7001 7020 0156 587
RETURN ORDER BY
• MAIL: YOLE DÉVELOPPEMENT, Le Quartz,
75 Cours Emile Zola, 69100 Villeurbanne/Lyon - France
SALES CONTACTS
• Western US  Canada - Steve Laferriere:
+ 1 310 600-8267 – laferriere@yole.fr
• Eastern US  Canada - Chris Youman:
+1 919 607 9839 – chris.youman@yole.fr
• Europe  RoW - Lizzie Levenez:
+ 49 15 123 544 182 – levenez@yole.fr
• Japan  Rest of Asia - Takashi Onozawa:
+81-80-4371-4887 – onozawa@yole.fr
• Greater China - Mavis Wang:
+886 979 336 809 – wang@yole.fr
• Korea - Peter OK:
+82 10 4089 0233 – peter.ok@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, 2019
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 May 13, 2019
- 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
• Structure, process and cost analysis
• Cost simulation tool
More information on www.i-micronews.com/reports
CONTACTS
For more information about :
• Consulting  Financial Services: Jean-Christophe Eloy (eloy@yole.fr)
• Reports: David Jourdan (jourdan@yole.fr) Yole Group of Companies
• Press Relations  Corporate Communication: Sandrine Leroy (leroy@yole.fr)
Name (Mr/Ms/Dr/Pr):
Job Title:
Company:
Address:
City:
State:
Postcode/Zip:
Country*:
*VAT ID Number for EU members:
Tel:
Email:
Date:
© 2019
Yole Développement
From Technologies to Market
Source: Wikimedia Commons
37©2019 | www.yole.fr | About Yole Développement
YOLE DEVELOPPEMENT – FIELDS OF EXPERTISE
Life Sciences
 Healthcare
o Microfluidics
o BioMEMS  Medical Microsystems
o Inkjet and accurate dispensing
o Solid-State Medical Imaging  BioPhotonics
o BioTechnologies
Power
Wireless
o RF Devices Technologies
o Compound Semiconductors  Emerging Materials
o Power Electronics
o Batteries  Energy Management
Semiconductor
 Software
o Package,Assembly  Substrates
o Semiconductor Manufacturing
o Memory
o Software  Computing
Photonics,
Sensing  Display
o Solid-State Lighting
o Display
o MEMS, Sensors  Actuators
o Imaging
o Photonics  Optoelectronics
Semiconductor
 Software
Power Wireless
Photonics,
Sensing
 Display
Life
Sciences 
Healthcare
About Yole Développement | www.yole.fr | ©2019
38©2019 | www.yole.fr | About Yole Développement
4 BUSINESS MODELS
o Consulting and Analysis
• Market data  research,
marketing analysis
• Technology analysis
• Strategy consulting
• Reverse engineering  costing
• Patent analysis
• Design and characterization
of innovative optical systems
• Financial services (due
diligence, MA with our
partner)
www.yole.fr
o Syndicated reports
• Market  technology reports
• Patent investigation and patent
infringement risk analysis
• Teardowns  reverse costing
analysis
• Cost simulation tool
www.i-Micronews.com/reports o Media
• i-Micronews.com website
• i-Micronews e-newsletter
• Communication  webcast
services
• Events:TechDays, forums,…
www.i-Micronews.com
o Monitors
• Monthly and quarterly update
• Excel database covering supply,
demand, and technology
• Price, market, demand and
production forecasts
• Supplier market shares
www.i-Micronews.com/reports
About Yole Développement | www.yole.fr | ©2019
39©2019 | 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
About Yole Développement | www.yole.fr | ©2019
40
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
Yole Deutschland
Frankfurt
Hsinchu
Tokyo
Yole Korea
Seoul
Palo Alto
Yole Inc.
Cornelius
About Yole Développement | www.yole.fr | ©2019
41©2019 | www.yole.fr | About Yole Développement
ANALYSIS SERVICES - CONTENT COMPARISON
High
Technology
and Market
Report
Leadership
Meeting
QA
Service
Depth of the analysis
Breadthoftheanalysis
Meet the
Analyst
Custom
Analysis
High
Low
About Yole Développement | www.yole.fr | ©2019
42©2019 | www.yole.fr | About Yole Développement
SERVING THE ENTIRE SUPPLY CHAIN
Our analysts
provide
market
analysis,
technology
evaluation,
and business
plans along
the entire
supply chain
Integrators, end-
users and software
developers
Device manufacturers
Suppliers: material,
equipment, OSAT, foundries…
Financial investors, RD centers
About Yole Développement | www.yole.fr | ©2019
43©2019 | 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
About Yole Développement | www.yole.fr | ©2019
44
o Over the course of more than 20 years, Yole Développement has grown to become a group of companies. Together with System Plus Consulting and KnowMade, we now
provide marketing, technology and strategy consulting, media and corporate finance services, reverse costing, structure, process and cost analysis services and well as
intellectual property (IP) and patent analysis. Together, our group of companies is collaborating ever closer and therefore will offer, in 2019, a collection of over 125 reports,
10 new monitors and 120 teardowns. Combining respective expertise and methodologies from the three companies, they cover:
o If you are looking for:
• An analysis of your product market and technology
• A review of how your competitors are evolving
• An understanding of your manufacturing and production costs
• An understanding of your industry’s technology roadmap and related IPs
• A clear view supply chain evolution
Our reports and monitors are for you!
o Our team of over 70 analysts, including PhD and MBA qualified industry veterans from Yole Développement, System Plus Consulting and KnowMade, collect information,
identify trends, challenges, emerging markets, and competitive environments. They turn that information into results and give you a complete picture of your industry’s
landscape. In the past 20 years, we have worked on more than 2,000 projects, interacting with technology professionals and high-level opinion makers from the main
players of their industries and realized more than 5,000 interviews per year.
WHAT TO EXPECT IN 2019?
In 2019 we will extend our offering with a new ‘monitor’ product which provides more updates on your industry during the year. The Yole Group of Companies is also building
on and expanding its investigations of the memory industry. Moreover, in parallel, the Yole Group reaffirms its commitment to a new collection of reports mixing software and
hardware and is increasing its involvement in displays, radio-frequency (RF) technology, advanced substrates, batteries and compound semiconductors. Last but not least,
System Plus Consulting is developing its teardowns service providing 120+ offers related to phones, smart home, wearables and connected devices. Discover our 2019
program right now, and ensure you get a true vision of the industry. Stay tuned!
REPORTS COLLECTION
www.i-Micronews.com
• MEMS  Sensors
• RF devices  technologies
• Medical technologies
• Semiconductor Manufacturing
• Advanced packaging
• Memory
• Batteries and energy management
• Power electronics
• Compound semiconductors
• Solid state lighting
• Displays
• Software
• Imaging
• Photonics
About Yole Développement | www.yole.fr | ©2019
45
OUR 2019 REPORTS COLLECTION (1/4)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
Market –Technology – Strategy – byYole Développement
Yole Développement (Yole) offers market reports including quantitative market forecasts,
technology trends, company strategy evaluation and indepth application analyses. Yole will
publish more than 55 reports in 2019, with our partner PISEO contributing to some of
the lighting reports.
Reverse Costing® – Structure, Process and Cost Analysis – by
System Plus Consulting
The Reverse Costing® report developed by System Plus Consulting provides full
teardowns, including detailed photos, precise measurements, material analyses,
manufacturing process flows, supply chain evaluations, manufacturing cost analyses and
selling price estimations. The reports listed below are comparisons of several analyzed
components from System Plus Consulting. More reports are however available, and over
60 reports will be released in 2019.The complete list is available at www.systemplus.fr.
Patent Reports – by KnowMade
More than describing the status of the IP situation, these analyses provide a missing link
between patented technologies and market, technological and business trends. They offer
an understanding of the competitive landscape and technology developments from a
patent perspective. They include key insights into key IP players, key patents and future
technology trends. For 2019 KnowMade will release over 15 reports.
The markets targeted are :
• Mobile  Consumer
• Automotive Transportation
• Medical
• Industrial
• Telecom  Infrastructure
• Defense  Aerospace
• Linked reports are dealing with the same topic to provide
• a more detailed analysis.
About Yole Développement | www.yole.fr | ©2019
46
OUR 2019 REPORTS COLLECTION (1/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
MEMS  SENSORS
o MARKET ANDTECHNOLOGY REPORT
• Status of the MEMS Industry 2019 - Update
• Status of the Audio Industry 2019 - New
• Uncooled Infrared Imagers and Detectors 2019 – Update
• Consumer Biometrics:Technologies and MarketTrends 2018
• MEMS Pressure Sensor Market and Technologies 2018
• Gas  Particle Sensors 2018
o STRUCTURE, PROCESS  COST REPORT
• MEMS  Sensors Comparison 2019
• MEMS Pressure Sensor Comparison 2018
• Particle Sensors Comparison 2019
• Miniaturized Gas Sensors Comparison 2018
o PATENT REPORT
• MEMS Foundry Business Portfolio 2019 - New
• Miniaturized Gas Sensors 2019 - New
PHOTONIC AND OPTOELECTRONICS
o MARKET ANDTECHNOLOGY REPORT
• Photonic Integrated Circuit 2019 - New
• LiDARs for Automotive and Industrial Applications 2019 - Update
• Silicon Photonics 2018
o PATENT REPORT
• Silicon Photonics for Data Centers: Optical Transceiver 2019 - New
• LiDAR for Automotive 2018
RF DEVICES ANDTECHNOLOGIES
o MARKET ANDTECHNOLOGY REPORT
• RF GaN Market:Applications, Players,Technology,
and Substrates 2019 - Update
• 5G’s Impact on RF Front-End Module and Connectivity
for Cell Phones 2019 – Update
• 5G Impact on Wireless Infrastructure 2019
• Radar and Wireless for Automotive: Market and Technology
Trends 2019 - Update
• Advanced RF Antenna Market  Technology 2019 - New
• RF Standards and Technologies for Connected Objects 2018
o STRUCTURE, PROCESS  COST REPORT
• RF Front-End Module Comparison 2019 - Update
• Automotive Radar RF Chipset Comparison 2018
o PATENT REPORT
• Antenna for 5G Wireless Communications 2019 - New
• RF Front End Modules for Cellphones 2018
• RF Filter for 5G Wireless Communications: Materials and Technologies 2019
• RF GaN : Materials, Devices and Modules 2018
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
47
OUR 2019 REPORTS COLLECTION (2/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
IMAGING
o MARKET ANDTECHNOLOGY REPORT
• Status of the CIS Industry 2019:Technology
and Foundry Business - Update
• Imaging for Automotive 2019 - Update
• NeuromorphicTechnologies for Sensing 2019 - Update
• Status of the CCM and WLO Industry 2019 – Update
• 3D Imaging  Sensing 2018
• MachineVision for Industry and Automation 2018
• Sensors for RoboticVehicles 2018
o STRUCTURE, PROCESS  COST REPORT
• Compact Camera Modules Comparison 2019
• CMOS Image Sensors Comparison 2019
o PATENT REPORT
• Facial  Gesture Recognition Technlogies in Mobile Devices 2019 - New
• Apple iPhone X Proximity Sensor  Flood Illuminator 2018
MEDICAL IMAGING AND BIOPHOTONICS
o MARKET ANDTECHNOLOGY REPORT
• X-Ray Detectors for Medical, Industrial
and Security Applications 2019- New
• Microscopy Life Science Cameras: Market and Technology Analysis 2019
• Ultrasound technologies for Medical, Industrial
and Consumer Applications 2018
o PATENT REPORT
• Optical Coherence Tomography Medical Imaging 2018
MICROFLUIDICS
o MARKET ANDTECHNOLOGY REPORT
• Status of the Microfluidics Industry 2019 - Update
• Next Generation Sequencing  DNA Synthesis - Technology,
Consumables Manufacturing and MarketTrends 2019 - New
• Organ-on-a-Chip Market  Technology Landscape 2019 - Update
• Point-of-Need Testing Application of MicrofluidicTechnologies 2018
• Liquid Biopsy: from Isolation to Downstream Applications 2018
• Chinese Microfluidics Industry 2018
o PATENT REPORT
• Microfluidic ManufacturingTechnologies 2019 – New
INKJET AND ACCURATE DISPENSING
o MARKET ANDTECHNOLOGY REPORT
• Inkjet Printheads - Dispensing Technologies
 Market Landscape 2019 - Update
• Emerging Printing Technologies
for Microsystem Manufacturing 2019 - New
• Piezoelectric Materials from Bulk to Thin Film 2019 - New
• Inkjet Functional and Additive Manufacturing for Electronics 2018
o STRUCTURE, PROCESS  COST REPORT
• Piezoelectric Materials from Bulk to Thin Film Comparison 2019
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
48
OUR 2019 REPORTS COLLECTION (3/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
BIOTECHNOLOGIES
o MARKET ANDTECHNOLOGY REPORT
• CRISPR-Cas9 Technology: From Lab to Industries 2018
o PATENT REPORT
• Personalized Medicine 2019 – New
BIOMEMS  MEDICAL MICROSYSTEMS
o MARKET ANDTECHNOLOGY REPORT
• Medical Wearables: Market  Technology Analysis 2019 - New
• Neurotechnologies and Brain Computer Interface 2018
• BioMEMS  Non-Invasive Sensors: Microsystems for Life Sciences
 Healthcare 2018
o PATENT REPORT
• 3D Cell Printing 2019 - New
• CirculatingTumor Cells Isolation 2019 - New
• Nanopore Sequencing 2019 - New
SOFTWARE AND COMPUTING
o MARKET ANDTECHNOLOGY REPORT
• Artificial Intelligence Computing For Automotive 2019 - New
• Hardware and Software for Artificial Intelligence (AI)
in Consumer Applications 2019 - Update
• From Image Processing to Deep Learning 2019 - Update
• xPU (Processing Units) for Cryptocurrency, Blockchain, HPC
and Gaming 2019 – New
MEMORY
o MARKET ANDTECHNOLOGY REPORT
• Status of the Memory Business 2019 - New
• MRAM Technology and Business 2019 - New
• Emerging NonVolatile Memory 2018
o STRUCTURE, PROCESS  COST REPORT
• Memory Comparison 2019
o PATENT REPORT
• Magnetoresistive Random-Access Memory (MRAM) 2019 - New
• 3D Non-Volatile Memory 2018
ADVANCED PACKAGING
o MARKET ANDTECHNOLOGY REPORT
• Fan Out PackagingTechnologies and MarketTrends 2019 - Update
• 3D TSV Integration and Monolithic Business Update 2019 - Update
• Advanced RF SiP for Cellphones 2019 - Update
• Status of Advanced Packaging 2019 - Update
• Status of Advanced Substrates 2019 - Update
• Panel Level PackagingTrends 2019 - Update
• System in Package (SiP) Technology and Market Trends 2019 - New
• Trends in Automotive Packaging 2018
• Thin-Film Integrated Passive Devices 2018
o STRUCTURE, PROCESS  COST REPORT
• Advanced RF SiP for Cellphones Comparison 2019
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
49
OUR 2019 REPORTS COLLECTION (4/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
SEMICONDUCTOR MANUFACTURING
o MARKET ANDTECHNOLOGY REPORT
• Nano Imprint Lithography 2019 - New
• Equipment and Materials for Fan Out Packaging 2019 - Update
• Equipment for More than Moore:Thin Film Deposition
 Etching 2019 - New
• Wafer Starts for More Than Moore Applications 2018
• Polymeric Materials atWafer-Level
for Advanced Packaging 2018
• Bonding and Lithography Equipment Market
for More than Moore Devices 2018
o STRUCTURE, PROCESS  COST REPORT
• Wafer Bonding Comparison 2018
o PATENT REPORT
• Hybrid Bonding for 3D Stack 2019 – New
SOLID STATE LIGHTING
o MARKET ANDTECHNOLOGY REPORT
• Status of the Solid State Light Source Industry 2019 - New
• Edge Emitting Lasers (EELS) 2019 - New
• Light Shaping Technologies 2019 - New
• Automotive Advanced Front Lighting Systems 2019 - New
• VCSELs - Technology, Industry and MarketTrends 2019 - Update
• IR LEDs and Laser Diodes – Technology,Applications,
and Industry Trends 2018
• Automotive Lighting 2018:Technology, Industry and MarketTrends
• UV LEDs - Technology, Manufacturing and ApplicationTrends 2018
• LiFi:Technology, Industry and MarketTrends 2018
o STRUCTURE, PROCESS  COST REPORT
• VCSEL Comparison 2019
o PATENT REPORT
• VCSELs 2018
DISPLAY
o MARKET ANDTECHNOLOGY REPORT
• Next Generation 3D Display 2019 - New
• Next Generation Human Machine Interaction (HMI)in Displays 2019 - New
• Micro-and Mini-LED Displays 2019 - Update
• Technologies And Markets for Next Generation Televisions
• Displays  OpticalVision Systems forVR,AR  MR 2018
o PATENT REPORT
• MicroLED Displays : Intellectual Property Landscape 2018
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
50
OUR 2019 REPORTS COLLECTION (5/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
POWER ELECTRONICS
o MARKET ANDTECHNOLOGY REPORT
• Power SiC: Materials, Devices and Applications 2019 - Update
• Power Electronics for EV/HEV and e-mobility:
Market, Innovations and Trends 2019 - Update
• Status of the Power Electronics Industry 2019 - Update
• Discrete Power Packaging : Material Market
and Technology Trends 2019 - New
• Status of the Power ICs Industry 2019 - Update
• Status of the Passive Components for the Power Electronics
Industry 2019 - Update
• Status of the Inverter Industry 2019 - Update
• Status of the Power Module Packaging Industry 2019 - Update
• Wireless Charging Market Expectations
and Technology Trends 2018
• Power GaN 2018: Epitaxy, Devices,Applications
and Technology Trends
o STRUCTURE, PROCESS  COST REPORT
• Automotive Power Module Packaging Comparison 2018
• GaN-on-Silicon Transistor Comparison 2019
• SiC Transistor Comparison 2019
o PATENT REPORT
• Power SiC : Materials, Devices and Modules 2019 - New
• Power GaN : Materials, Devices and Modules 2019 – Update
BATTERY  ENERGY MANAGEMENT
o MARKET ANDTECHNOLOGY REPORT
• Status of the Rechargeable Li-ion Battery Industry 2019 - New
• Li-ion Battery Packs for Automotive and Stationary Storage
Applications 2019 - Update
o PATENT REPORT
• Battery Energy Density Increase: Materials
and EmergingTechnologies 2019 - New
• Solid-State Batteries 2019 - New
• Status of the Battery Patents 2018
COMPOUND SEMI.
o MARKET ANDTECHNOLOGY REPORT
• Emerging Compound Semiconductor
Market  Technology Trends 2019 - New
• Status of the Compound Semiconductor Industry 2019 - New
• InP Materials, Devices and Applications 2019 - New
• GaAsWafer and Epiwafer Market: RF, Photonics,
LED and PV Applications 2018
o PATENT REPORT
• GaN-on-Silicon Substrate: Materials, Devices
and Applications 2019 - Update
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
51
OUR 2019 MONITORS COLLECTION (1/2)
Get the most updated overview of your market to monitor your strategy
Yole Développement, System Plus Consulting and KnowMade, all part of the Yole Group of Companies, are launching a collection of 10 monitors in 2019. The monitors aim to
provide updated market, technology and patent data as well dedicated quarterly analyses of the evolution in your industry over the previous 12 months. Furthermore, you can
benefit from direct access to the analyst for an on-demand QA and discussion session regarding trend analyses, forecasts and breaking news.
Topics covered will be compact camera modules (CCMs), advanced packaging, compound semiconductors, microfluidics, batteries, RF and memory.
MARKET MONITOR byYole Développement
A FULL PACKAGE:
The monitors will provide the evolution of the market in units, wafer area and revenues.
They will also offer insights into what is driving the business and a close look at what is
happening will also be covered in it.
The following deliverables will be included in the monitors:
• An Excel database with all historical and forecast data
• A PDF slide deck with graphs and comments/analyses covering the expected
evolutions
o ADVANCED PACKAGING – NEW
This monitor will provide the evolution of the advanced packaging platforms. It will
cover Fan-Out Wafer Level Packaging (WLP), Fan-Out Panel Level Packaging (PLP),
Wafer-Level Chip Scale Packaging (WLCSP), Flip Chip packaging platforms, and 2.5D
and 3D Through Silicon Via (TSV) integration. Frequency: Quarterly, starting from Q3
2019
o COMPOUND SEMI. – NEW
This monitor will describe how the compound semiconductor industry is evolving. It
will offer a close look at GaAs, InP, SiC, GaN and other compounds of interest
providing wafer volumes, revenues, application breakdowns and momentum.
Frequency: Quarterly, starting from Q3 2019
o CAMERA MODULE – NEW
This monitor will provide the evolution of the imaging industry, with a close look at
image sensor, camera module, lens and VCM. Volumes, revenues and momentum of
companies like Sony, Samsung, Omnivision and OnSemi will thus be analysed.
Frequency: Quarterly, starting from Q3 2019
o MEMORY – UPDATE
For the memory industry you can have access to a quaterly monitor, as well as an
additional service, a monthly pricing. Both services can be bought seprately:
• DRAM Service: Including a quarterly monitor and monthly pricing.
• NAND Service: Including a quarterly monitor and monthly pricing.
REVERSETECHNOLOGY MONITOR by System Plus Consulting
o SMARTPHONES – NEW
To stay updated on the latest components, packaging and silicon chip choices of the smartphone makers, System Plus Consulting has created its first Smartphone Reverse
Technology monitor. This year, get access to the packaging and silicon content database of at least 20 different flagship smartphones – more than five per quarter. Starting at the
beginning of 2019, the monitor will include an Excel database report for each phone and a quarterly comparison.
About Yole Développement | www.yole.fr | ©2019
52
OUR 2019 MONITORS COLLECTION (2/2)
Get the most updated overview of your market to monitor your strategy
PATENT MONITOR by KnowMade
A FULL PACKAGE:
Starting at the beginning of the year, the KnowMade monitors include the following
deliverables:
• An Excel file including the monthly IP database of:
• New patent applications
• Newly granted patents
• Expired or abandoned patents
• Transfer of IP rights through re-assignment and licensing
• Patent litigation and opposition
• Quarterly report including a PDF slide deck with the key facts  figures of the
quarter: IP trends over the three last months, with a close look to key IP players and
key patented technologies.
o GaN for Power  RF Electronics
Wafers and epiwafers, GaN-on-SiC, silicon, sapphire or diamond, semiconductor
devices such as transistors, and diodes, devices and applications including converters,
rectifiers, switches, amplifiers, filters, and Monolothic Microwave Integrated Circuits
(MMICs), packaging, modules and systems.
o GaN for Optoelectronics  Photonics
Wafers and epiwafers, GaN-on-sapphire, SiC or silicon; semiconductor devices such
as LEDs and lasers; and applications including lighting, display, visible communication,
photonics, packaging, modules and systems.
o Li-ion Batteries
Anodes made of lithium metal, silicon, and lithium titanate (LTO); cathodes made of
Lithium Iron Phosphate (LFP), Nickel-Manganese-Cobalt (NMC), Lithium Nickel
Cobalt Aluminium Oxide (NCA), Lithium Nickel Metal Dioxide (LiNiMO2), Lithium
Metal Phosphate (LiMPO4), and Lithium Metal Tetroxide (LiMO4); electrolytes
including liquid, polymer/gel, and solid inorganics; ceramic and other separators;
battery cells including thin film/microbattery, flexible, cylindrical and prismatic; and
battery packs and systems.
o Post Li-ion Batteries
Battery technologies including redox-flow batteries, sodium-ion, lithiumsulfur, lithium-
air, and magnesium-ion, and their supply chains, including electrodes, electrolytes,
battery cells and battery packs/systems.
o Solid-State Batteries
Supply chain including electrodes, battery cells, battery packs/systems and
electrolytes, including polymer, inorganic and inorganic/polymer, inorganic materials,
including argyrodites, LIthium Super Ionic CONductor, (LISICONs), Thio-LISICONs,
sulfide glasses, oxide glasses, perovskites, anti-perovskites and garnets.
o RF Acoustic Wave Filters
Including Surface Acoustic Wave (SAW), Temperature Compensated (TC)- SAW, Bulk
Acoustic Wave- Free-standing Bulk Acoustic Resonator (BAWFBAR), BAW-Solidly-
Mounted Resonator (BAW-SMR), and Packaging.
o RF Power Amplifiers
Including Low Noise Amplifiers, Doherty Amplifiers, Packaging, and Millimeter-Wave
technology.
o RF Front-End Modules
o Microfluidics
From components to chips and systems, including all applications.
About Yole Développement | www.yole.fr | ©2019
53
I-MICRONEWS MEDIA
To meet the growing demand for market,
technological and business information,
i-Micronews Media integrates several tools
able to reach each individual contact within its
network.
We will ensure your company benefits from
this
ONLINE ONSITE INPERSON
i-Micronews e-newsletter
i-Micronews.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.
#15,800+ monthly unique visitors
on i-Micronews.com
#10,900+ weekly readers
of i-Micronews e-newsletter
#110 attendees on average
#7+ key events planned for 2019
on different topics
#380 registrants per webcast on
average to gain new leads for
your business
Contact: CamilleVeyrier (veyrier@yole.fr), Marketing  Communication Director
About Yole Développement | www.yole.fr | ©2019
54
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
• ChrisYouman, Senior Sales Director for Eastern US  Canada
Email: chris.youman@yole.fr – +1 919 607 9839
• Japan  Rest of Asia:
• Takashi Onozawa, General Manager,Asia Business Development
(India  ROA)
Email: onozawa@yole.fr - +81 34405-9204
• Miho Othake, Account Manager (Japan)
Email: ohtake@yole.fr - +81 3 4405 9204
• Itsuyo Oshiba, Account Manager (Japan  Singapore)
Email: oshiba@yole.fr - +81-80-3577-3042
• Korea: Peter Ok, Business Development Director
Email: peter.ok@yole.fr - +82 10 4089 0233
• Greater China: Mavis Wang, Director of Greater China Business
Development
Email: wang@yole.fr - +886 979 336 809
• Europe: Lizzie Levenez, EMEA Business Development Manager
Email: levenez@yole.fr - +49 15 123 544 182
• RoW: Jean-Christophe Eloy, CEO  President,Yole Développement
Email eloy@yole.fr - +33 4 72 83 01 80
o FINANCIAL SERVICES (in partnership withWoodside Capital
Partners)
• Jean-Christophe Eloy, CEO  President
Email: eloy@yole.fr - +33 4 72 83 01 80
• Ivan Donaldson,VP of Financial Market Development
Email: ivan.donaldson@yole.fr - +1 208 850 3914
o CUSTOM PROJECT SERVICES
• Jérome Azémar,Technical Project Development Director
Email: azemar@yole.fr - +33 6 27 68 69 33
o GENERAL
• CamilleVeyrier, Director, Marketing  Communication
Email: veyrier@yole.fr - +33 472 83 01 01
• Sandrine Leroy, Director, Public Relations
Email: leroy@yole.fr - +33 4 72 83 01 89 / +33 6 33 11 61 55
• Email: info@yole.fr - +33 4 72 83 01 80
Follow us on

More Related Content

What's hot

2.5D / 3D TSV & Wafer-Level Stacking: Technology & Market Updates 2019 Report...
2.5D / 3D TSV & Wafer-Level Stacking: Technology & Market Updates 2019 Report...2.5D / 3D TSV & Wafer-Level Stacking: Technology & Market Updates 2019 Report...
2.5D / 3D TSV & Wafer-Level Stacking: Technology & Market Updates 2019 Report...Yole Developpement
 
High-end Performance Packaging 2020
High-end Performance Packaging 2020High-end Performance Packaging 2020
High-end Performance Packaging 2020Yole Developpement
 
Growth of advanced packaging - What make it so special? Presentation by Rozal...
Growth of advanced packaging - What make it so special? Presentation by Rozal...Growth of advanced packaging - What make it so special? Presentation by Rozal...
Growth of advanced packaging - What make it so special? Presentation by Rozal...Yole Developpement
 
Equipment and Materials for 3D TSV Applications - 2017 Report by Yole Develop...
Equipment and Materials for 3D TSV Applications - 2017 Report by Yole Develop...Equipment and Materials for 3D TSV Applications - 2017 Report by Yole Develop...
Equipment and Materials for 3D TSV Applications - 2017 Report by Yole Develop...Yole Developpement
 
Status of The Advanced Packaging Industry_Yole Développement report
Status of The Advanced Packaging Industry_Yole Développement reportStatus of The Advanced Packaging Industry_Yole Développement report
Status of The Advanced Packaging Industry_Yole Développement reportYole Developpement
 
RF GaN Market: Applications, Players, Technology and Substrates 2019 report b...
RF GaN Market: Applications, Players, Technology and Substrates 2019 report b...RF GaN Market: Applications, Players, Technology and Substrates 2019 report b...
RF GaN Market: Applications, Players, Technology and Substrates 2019 report b...Yole Developpement
 
Flipchip Technologies & Market Trends 2015 Report by Yole Developpement
Flipchip Technologies & Market Trends 2015 Report by Yole DeveloppementFlipchip Technologies & Market Trends 2015 Report by Yole Developpement
Flipchip Technologies & Market Trends 2015 Report by Yole DeveloppementYole Developpement
 
Power GaN 2018: Epitaxy, Devices, Applications and Technology Trends report b...
Power GaN 2018: Epitaxy, Devices, Applications and Technology Trends report b...Power GaN 2018: Epitaxy, Devices, Applications and Technology Trends report b...
Power GaN 2018: Epitaxy, Devices, Applications and Technology Trends report b...Yole Developpement
 
Wafer starts for More than Moore applications 2018 Report by Yole Developpement
Wafer starts for More than Moore applications 2018 Report by Yole Developpement	Wafer starts for More than Moore applications 2018 Report by Yole Developpement
Wafer starts for More than Moore applications 2018 Report by Yole Developpement Yole Developpement
 
3DIC & 2,5D TSV Interconnect trends 2014 Kinsale Presentation Yole Developpement
3DIC & 2,5D TSV Interconnect trends 2014 Kinsale Presentation Yole Developpement3DIC & 2,5D TSV Interconnect trends 2014 Kinsale Presentation Yole Developpement
3DIC & 2,5D TSV Interconnect trends 2014 Kinsale Presentation Yole DeveloppementYole Developpement
 
Fan-Out and Embedded Die: Technologies & Market Trends 2015 Report by Yole De...
Fan-Out and Embedded Die: Technologies & Market Trends 2015 Report by Yole De...Fan-Out and Embedded Die: Technologies & Market Trends 2015 Report by Yole De...
Fan-Out and Embedded Die: Technologies & Market Trends 2015 Report by Yole De...Yole Developpement
 
Silicon Photonics and Photonic Integrated Circuits 2019 by Yole Développement
Silicon Photonics and Photonic Integrated Circuits 2019 by Yole DéveloppementSilicon Photonics and Photonic Integrated Circuits 2019 by Yole Développement
Silicon Photonics and Photonic Integrated Circuits 2019 by Yole DéveloppementYole Developpement
 
Emerging Semiconductor Substrates: Market & Technology Trends 2019 report by ...
Emerging Semiconductor Substrates: Market & Technology Trends 2019 report by ...Emerging Semiconductor Substrates: Market & Technology Trends 2019 report by ...
Emerging Semiconductor Substrates: Market & Technology Trends 2019 report by ...Yole Developpement
 
Optical Transceivers for Datacom & Telecom 2020
Optical Transceivers for Datacom & Telecom 2020Optical Transceivers for Datacom & Telecom 2020
Optical Transceivers for Datacom & Telecom 2020Yole Developpement
 
MicroLED Displays - Market, Industry and Technology Trends 2021
MicroLED Displays - Market, Industry and Technology Trends 2021MicroLED Displays - Market, Industry and Technology Trends 2021
MicroLED Displays - Market, Industry and Technology Trends 2021Yole Developpement
 
Polymeric Materials for Advanced Packaging at the Wafer-Level 2018 Report by...
Polymeric Materials for Advanced Packaging at the Wafer-Level  2018 Report by...Polymeric Materials for Advanced Packaging at the Wafer-Level  2018 Report by...
Polymeric Materials for Advanced Packaging at the Wafer-Level 2018 Report by...Yole Developpement
 
InP Wafer and Epiwafer Market: Photonics and RF 2019 report by Yole Développe...
InP Wafer and Epiwafer Market: Photonics and RF 2019 report by Yole Développe...InP Wafer and Epiwafer Market: Photonics and RF 2019 report by Yole Développe...
InP Wafer and Epiwafer Market: Photonics and RF 2019 report by Yole Développe...Yole Developpement
 
Equipment and Materials for Fan-Out Packaging 2019 report by Yole Développement
Equipment and Materials for Fan-Out Packaging 2019 report by Yole Développement Equipment and Materials for Fan-Out Packaging 2019 report by Yole Développement
Equipment and Materials for Fan-Out Packaging 2019 report by Yole Développement Yole Developpement
 
Nano-Imprint Technology Trends for Semiconductor Applications 2019 Report by...
Nano-Imprint Technology Trends for Semiconductor Applications 2019  Report by...Nano-Imprint Technology Trends for Semiconductor Applications 2019  Report by...
Nano-Imprint Technology Trends for Semiconductor Applications 2019 Report by...Yole Developpement
 

What's hot (20)

2.5D / 3D TSV & Wafer-Level Stacking: Technology & Market Updates 2019 Report...
2.5D / 3D TSV & Wafer-Level Stacking: Technology & Market Updates 2019 Report...2.5D / 3D TSV & Wafer-Level Stacking: Technology & Market Updates 2019 Report...
2.5D / 3D TSV & Wafer-Level Stacking: Technology & Market Updates 2019 Report...
 
High-end Performance Packaging 2020
High-end Performance Packaging 2020High-end Performance Packaging 2020
High-end Performance Packaging 2020
 
Growth of advanced packaging - What make it so special? Presentation by Rozal...
Growth of advanced packaging - What make it so special? Presentation by Rozal...Growth of advanced packaging - What make it so special? Presentation by Rozal...
Growth of advanced packaging - What make it so special? Presentation by Rozal...
 
Equipment and Materials for 3D TSV Applications - 2017 Report by Yole Develop...
Equipment and Materials for 3D TSV Applications - 2017 Report by Yole Develop...Equipment and Materials for 3D TSV Applications - 2017 Report by Yole Develop...
Equipment and Materials for 3D TSV Applications - 2017 Report by Yole Develop...
 
Status of The Advanced Packaging Industry_Yole Développement report
Status of The Advanced Packaging Industry_Yole Développement reportStatus of The Advanced Packaging Industry_Yole Développement report
Status of The Advanced Packaging Industry_Yole Développement report
 
RF GaN Market: Applications, Players, Technology and Substrates 2019 report b...
RF GaN Market: Applications, Players, Technology and Substrates 2019 report b...RF GaN Market: Applications, Players, Technology and Substrates 2019 report b...
RF GaN Market: Applications, Players, Technology and Substrates 2019 report b...
 
Flipchip Technologies & Market Trends 2015 Report by Yole Developpement
Flipchip Technologies & Market Trends 2015 Report by Yole DeveloppementFlipchip Technologies & Market Trends 2015 Report by Yole Developpement
Flipchip Technologies & Market Trends 2015 Report by Yole Developpement
 
Power GaN 2018: Epitaxy, Devices, Applications and Technology Trends report b...
Power GaN 2018: Epitaxy, Devices, Applications and Technology Trends report b...Power GaN 2018: Epitaxy, Devices, Applications and Technology Trends report b...
Power GaN 2018: Epitaxy, Devices, Applications and Technology Trends report b...
 
Wafer starts for More than Moore applications 2018 Report by Yole Developpement
Wafer starts for More than Moore applications 2018 Report by Yole Developpement	Wafer starts for More than Moore applications 2018 Report by Yole Developpement
Wafer starts for More than Moore applications 2018 Report by Yole Developpement
 
3DIC & 2,5D TSV Interconnect trends 2014 Kinsale Presentation Yole Developpement
3DIC & 2,5D TSV Interconnect trends 2014 Kinsale Presentation Yole Developpement3DIC & 2,5D TSV Interconnect trends 2014 Kinsale Presentation Yole Developpement
3DIC & 2,5D TSV Interconnect trends 2014 Kinsale Presentation Yole Developpement
 
Fan-Out and Embedded Die: Technologies & Market Trends 2015 Report by Yole De...
Fan-Out and Embedded Die: Technologies & Market Trends 2015 Report by Yole De...Fan-Out and Embedded Die: Technologies & Market Trends 2015 Report by Yole De...
Fan-Out and Embedded Die: Technologies & Market Trends 2015 Report by Yole De...
 
Silicon Photonics and Photonic Integrated Circuits 2019 by Yole Développement
Silicon Photonics and Photonic Integrated Circuits 2019 by Yole DéveloppementSilicon Photonics and Photonic Integrated Circuits 2019 by Yole Développement
Silicon Photonics and Photonic Integrated Circuits 2019 by Yole Développement
 
Emerging Semiconductor Substrates: Market & Technology Trends 2019 report by ...
Emerging Semiconductor Substrates: Market & Technology Trends 2019 report by ...Emerging Semiconductor Substrates: Market & Technology Trends 2019 report by ...
Emerging Semiconductor Substrates: Market & Technology Trends 2019 report by ...
 
Optical Transceivers for Datacom & Telecom 2020
Optical Transceivers for Datacom & Telecom 2020Optical Transceivers for Datacom & Telecom 2020
Optical Transceivers for Datacom & Telecom 2020
 
MicroLED Displays - Market, Industry and Technology Trends 2021
MicroLED Displays - Market, Industry and Technology Trends 2021MicroLED Displays - Market, Industry and Technology Trends 2021
MicroLED Displays - Market, Industry and Technology Trends 2021
 
Semiconductor Industry Tutorial
Semiconductor Industry TutorialSemiconductor Industry Tutorial
Semiconductor Industry Tutorial
 
Polymeric Materials for Advanced Packaging at the Wafer-Level 2018 Report by...
Polymeric Materials for Advanced Packaging at the Wafer-Level  2018 Report by...Polymeric Materials for Advanced Packaging at the Wafer-Level  2018 Report by...
Polymeric Materials for Advanced Packaging at the Wafer-Level 2018 Report by...
 
InP Wafer and Epiwafer Market: Photonics and RF 2019 report by Yole Développe...
InP Wafer and Epiwafer Market: Photonics and RF 2019 report by Yole Développe...InP Wafer and Epiwafer Market: Photonics and RF 2019 report by Yole Développe...
InP Wafer and Epiwafer Market: Photonics and RF 2019 report by Yole Développe...
 
Equipment and Materials for Fan-Out Packaging 2019 report by Yole Développement
Equipment and Materials for Fan-Out Packaging 2019 report by Yole Développement Equipment and Materials for Fan-Out Packaging 2019 report by Yole Développement
Equipment and Materials for Fan-Out Packaging 2019 report by Yole Développement
 
Nano-Imprint Technology Trends for Semiconductor Applications 2019 Report by...
Nano-Imprint Technology Trends for Semiconductor Applications 2019  Report by...Nano-Imprint Technology Trends for Semiconductor Applications 2019  Report by...
Nano-Imprint Technology Trends for Semiconductor Applications 2019 Report by...
 

Similar to Status of Advanced Substrates 2019 report by Yole Développement

Status of Panel-Level Packaging & Manufacturing 2015 Report by Yole Developpe...
Status of Panel-Level Packaging & Manufacturing 2015 Report by Yole Developpe...Status of Panel-Level Packaging & Manufacturing 2015 Report by Yole Developpe...
Status of Panel-Level Packaging & Manufacturing 2015 Report by Yole Developpe...Yole Developpement
 
Status of Advanced Packaging - 2017 Report by Yole Developpement
Status of Advanced Packaging - 2017 Report by Yole DeveloppementStatus of Advanced Packaging - 2017 Report by Yole Developpement
Status of Advanced Packaging - 2017 Report by Yole DeveloppementYole Developpement
 
Status of Panel Level Packaging 2018 Report by Yole Developpement
Status of Panel Level Packaging 2018 Report by Yole Developpement Status of Panel Level Packaging 2018 Report by Yole Developpement
Status of Panel Level Packaging 2018 Report by Yole Developpement Yole Developpement
 
LED Chip Manufacturing Process, Machinery Requirements and Project Report
LED Chip Manufacturing Process, Machinery Requirements and Project ReportLED Chip Manufacturing Process, Machinery Requirements and Project Report
LED Chip Manufacturing Process, Machinery Requirements and Project ReportIMARC Group
 
Equipment & Materials for 3DIC & Wafer-Level Packaging Applications 2014 Repo...
Equipment & Materials for 3DIC & Wafer-Level Packaging Applications 2014 Repo...Equipment & Materials for 3DIC & Wafer-Level Packaging Applications 2014 Repo...
Equipment & Materials for 3DIC & Wafer-Level Packaging Applications 2014 Repo...Yole Developpement
 
VCSELs – Market and Technology Trends 2019 by Yole Développement
VCSELs – Market and Technology Trends 2019 by Yole DéveloppementVCSELs – Market and Technology Trends 2019 by Yole Développement
VCSELs – Market and Technology Trends 2019 by Yole DéveloppementYole Developpement
 
Bonding and Lithography Equipment Market for More than Moore Devices by Yole ...
Bonding and Lithography Equipment Market for More than Moore Devices by Yole ...Bonding and Lithography Equipment Market for More than Moore Devices by Yole ...
Bonding and Lithography Equipment Market for More than Moore Devices by Yole ...Yole Developpement
 
Intel & ARM: Strategic Comparison
Intel & ARM: Strategic ComparisonIntel & ARM: Strategic Comparison
Intel & ARM: Strategic ComparisonToby Allen
 
Hypatia investor overview_jan2015
Hypatia investor overview_jan2015Hypatia investor overview_jan2015
Hypatia investor overview_jan2015GiuntiniCompany
 
Vtech cms divisonal presentation may 2014 represented by htcs
Vtech cms divisonal presentation may 2014 represented by htcsVtech cms divisonal presentation may 2014 represented by htcs
Vtech cms divisonal presentation may 2014 represented by htcsHTCS LLC
 
AT&S Company Presentation November 2014
AT&S Company Presentation November 2014AT&S Company Presentation November 2014
AT&S Company Presentation November 2014AT&S_IR
 
Advanced RF System-in-Package for Cellphones 2019
Advanced RF System-in-Package for Cellphones 2019Advanced RF System-in-Package for Cellphones 2019
Advanced RF System-in-Package for Cellphones 2019Yole Developpement
 
Methode investor presentation april 2016
Methode investor presentation april 2016Methode investor presentation april 2016
Methode investor presentation april 2016Company Spotlight
 
Status of the Power Electronics Industry 2017 Report by Yole Developpement
Status of the Power Electronics Industry 2017 Report by Yole Developpement	Status of the Power Electronics Industry 2017 Report by Yole Developpement
Status of the Power Electronics Industry 2017 Report by Yole Developpement Yole Developpement
 
Thin-Film Integrated Passive Devices
Thin-Film Integrated Passive DevicesThin-Film Integrated Passive Devices
Thin-Film Integrated Passive DevicesYole Developpement
 
Detailed Project Report on Computer Monitor Manufacturing Unit Setup
Detailed Project Report on Computer Monitor Manufacturing Unit SetupDetailed Project Report on Computer Monitor Manufacturing Unit Setup
Detailed Project Report on Computer Monitor Manufacturing Unit SetupIMARC Group
 
Epitaxy Growth Equipment for More Than Moore Devices Technology and Market Tr...
Epitaxy Growth Equipment for More Than Moore Devices Technology and Market Tr...Epitaxy Growth Equipment for More Than Moore Devices Technology and Market Tr...
Epitaxy Growth Equipment for More Than Moore Devices Technology and Market Tr...Yole Developpement
 

Similar to Status of Advanced Substrates 2019 report by Yole Développement (20)

Status of Panel-Level Packaging & Manufacturing 2015 Report by Yole Developpe...
Status of Panel-Level Packaging & Manufacturing 2015 Report by Yole Developpe...Status of Panel-Level Packaging & Manufacturing 2015 Report by Yole Developpe...
Status of Panel-Level Packaging & Manufacturing 2015 Report by Yole Developpe...
 
Status of Advanced Packaging - 2017 Report by Yole Developpement
Status of Advanced Packaging - 2017 Report by Yole DeveloppementStatus of Advanced Packaging - 2017 Report by Yole Developpement
Status of Advanced Packaging - 2017 Report by Yole Developpement
 
Status of Panel Level Packaging 2018 Report by Yole Developpement
Status of Panel Level Packaging 2018 Report by Yole Developpement Status of Panel Level Packaging 2018 Report by Yole Developpement
Status of Panel Level Packaging 2018 Report by Yole Developpement
 
LED Chip Manufacturing Process, Machinery Requirements and Project Report
LED Chip Manufacturing Process, Machinery Requirements and Project ReportLED Chip Manufacturing Process, Machinery Requirements and Project Report
LED Chip Manufacturing Process, Machinery Requirements and Project Report
 
Equipment & Materials for 3DIC & Wafer-Level Packaging Applications 2014 Repo...
Equipment & Materials for 3DIC & Wafer-Level Packaging Applications 2014 Repo...Equipment & Materials for 3DIC & Wafer-Level Packaging Applications 2014 Repo...
Equipment & Materials for 3DIC & Wafer-Level Packaging Applications 2014 Repo...
 
Methode Presentation
Methode Presentation Methode Presentation
Methode Presentation
 
VCSELs – Market and Technology Trends 2019 by Yole Développement
VCSELs – Market and Technology Trends 2019 by Yole DéveloppementVCSELs – Market and Technology Trends 2019 by Yole Développement
VCSELs – Market and Technology Trends 2019 by Yole Développement
 
Bonding and Lithography Equipment Market for More than Moore Devices by Yole ...
Bonding and Lithography Equipment Market for More than Moore Devices by Yole ...Bonding and Lithography Equipment Market for More than Moore Devices by Yole ...
Bonding and Lithography Equipment Market for More than Moore Devices by Yole ...
 
Intel & ARM: Strategic Comparison
Intel & ARM: Strategic ComparisonIntel & ARM: Strategic Comparison
Intel & ARM: Strategic Comparison
 
Hypatia investor overview_jan2015
Hypatia investor overview_jan2015Hypatia investor overview_jan2015
Hypatia investor overview_jan2015
 
Vtech cms divisonal presentation may 2014 represented by htcs
Vtech cms divisonal presentation may 2014 represented by htcsVtech cms divisonal presentation may 2014 represented by htcs
Vtech cms divisonal presentation may 2014 represented by htcs
 
AT&S Company Presentation November 2014
AT&S Company Presentation November 2014AT&S Company Presentation November 2014
AT&S Company Presentation November 2014
 
Advanced RF System-in-Package for Cellphones 2019
Advanced RF System-in-Package for Cellphones 2019Advanced RF System-in-Package for Cellphones 2019
Advanced RF System-in-Package for Cellphones 2019
 
Methode investor presentation april 2016
Methode investor presentation april 2016Methode investor presentation april 2016
Methode investor presentation april 2016
 
MicroLED Displays 2019
MicroLED Displays 2019MicroLED Displays 2019
MicroLED Displays 2019
 
Status of the Power Electronics Industry 2017 Report by Yole Developpement
Status of the Power Electronics Industry 2017 Report by Yole Developpement	Status of the Power Electronics Industry 2017 Report by Yole Developpement
Status of the Power Electronics Industry 2017 Report by Yole Developpement
 
Thin-Film Integrated Passive Devices
Thin-Film Integrated Passive DevicesThin-Film Integrated Passive Devices
Thin-Film Integrated Passive Devices
 
Detailed Project Report on Computer Monitor Manufacturing Unit Setup
Detailed Project Report on Computer Monitor Manufacturing Unit SetupDetailed Project Report on Computer Monitor Manufacturing Unit Setup
Detailed Project Report on Computer Monitor Manufacturing Unit Setup
 
Epitaxy Growth Equipment for More Than Moore Devices Technology and Market Tr...
Epitaxy Growth Equipment for More Than Moore Devices Technology and Market Tr...Epitaxy Growth Equipment for More Than Moore Devices Technology and Market Tr...
Epitaxy Growth Equipment for More Than Moore Devices Technology and Market Tr...
 
writing sampe (1)
writing sampe (1)writing sampe (1)
writing sampe (1)
 

More from Yole Developpement

Computing and AI technologies for mobile and consumer applications 2021 - Sample
Computing and AI technologies for mobile and consumer applications 2021 - SampleComputing and AI technologies for mobile and consumer applications 2021 - Sample
Computing and AI technologies for mobile and consumer applications 2021 - SampleYole Developpement
 
Processor Quarterly Market Monitor Q3 2021 - Sample
Processor Quarterly Market Monitor Q3 2021 - SampleProcessor Quarterly Market Monitor Q3 2021 - Sample
Processor Quarterly Market Monitor Q3 2021 - SampleYole Developpement
 
Automotive Semiconductor Trends 2021
Automotive Semiconductor Trends 2021Automotive Semiconductor Trends 2021
Automotive Semiconductor Trends 2021Yole Developpement
 
Neuromorphic Computing and Sensing 2021 - Sample
Neuromorphic Computing and Sensing 2021 - SampleNeuromorphic Computing and Sensing 2021 - Sample
Neuromorphic Computing and Sensing 2021 - SampleYole Developpement
 
Future Soldier Technologies 2021
Future Soldier Technologies 2021Future Soldier Technologies 2021
Future Soldier Technologies 2021Yole Developpement
 
Computing for Datacenter Servers 2021 - Sample
Computing for Datacenter Servers 2021 - SampleComputing for Datacenter Servers 2021 - Sample
Computing for Datacenter Servers 2021 - SampleYole Developpement
 
5G’s Impact on RF Front-End and Connectivity for Cellphones 2020
5G’s Impact on RF Front-End and Connectivity for Cellphones 20205G’s Impact on RF Front-End and Connectivity for Cellphones 2020
5G’s Impact on RF Front-End and Connectivity for Cellphones 2020Yole Developpement
 
Ultrasound Sensing Technologies 2020
Ultrasound Sensing Technologies 2020Ultrasound Sensing Technologies 2020
Ultrasound Sensing Technologies 2020Yole Developpement
 
Status of the Memory Industry 2020
Status of the Memory Industry 2020Status of the Memory Industry 2020
Status of the Memory Industry 2020Yole Developpement
 
GaAs Wafer and Epiwafer Market: RF, Photonics, LED, Display and PV Applicatio...
GaAs Wafer and Epiwafer Market: RF, Photonics, LED, Display and PV Applicatio...GaAs Wafer and Epiwafer Market: RF, Photonics, LED, Display and PV Applicatio...
GaAs Wafer and Epiwafer Market: RF, Photonics, LED, Display and PV Applicatio...Yole Developpement
 
Status of the Radar Industry: Players, Applications and Technology Trends 2020
Status of the Radar Industry: Players, Applications and Technology Trends 2020Status of the Radar Industry: Players, Applications and Technology Trends 2020
Status of the Radar Industry: Players, Applications and Technology Trends 2020Yole Developpement
 
GaN RF Market: Applications, Players, Technology and Substrates 2020
GaN RF Market: Applications, Players, Technology and Substrates 2020GaN RF Market: Applications, Players, Technology and Substrates 2020
GaN RF Market: Applications, Players, Technology and Substrates 2020Yole Developpement
 
BioMEMS Market and Technology 2020
BioMEMS Market and Technology 2020BioMEMS Market and Technology 2020
BioMEMS Market and Technology 2020Yole Developpement
 
Point-of-Need 2020 – Including PCR-Based Testing
Point-of-Need 2020 – Including PCR-Based TestingPoint-of-Need 2020 – Including PCR-Based Testing
Point-of-Need 2020 – Including PCR-Based TestingYole Developpement
 
Sensors for Robotic Mobility 2020
Sensors for Robotic Mobility 2020Sensors for Robotic Mobility 2020
Sensors for Robotic Mobility 2020Yole Developpement
 
High-End Inertial Sensors for Defense, Aerospace and Industrial Applications ...
High-End Inertial Sensors for Defense, Aerospace and Industrial Applications ...High-End Inertial Sensors for Defense, Aerospace and Industrial Applications ...
High-End Inertial Sensors for Defense, Aerospace and Industrial Applications ...Yole Developpement
 
Emerging Non-Volatile Memory 2020 report by Yole Développement
Emerging Non-Volatile Memory 2020 report by Yole DéveloppementEmerging Non-Volatile Memory 2020 report by Yole Développement
Emerging Non-Volatile Memory 2020 report by Yole DéveloppementYole Developpement
 
(x)PU: High-End CPU and GPU for Datacenter Applications 2020 report by Yole D...
(x)PU: High-End CPU and GPU for Datacenter Applications 2020 report by Yole D...(x)PU: High-End CPU and GPU for Datacenter Applications 2020 report by Yole D...
(x)PU: High-End CPU and GPU for Datacenter Applications 2020 report by Yole D...Yole Developpement
 
QuantumTechnologies 2020 - Yole Développement
QuantumTechnologies 2020 - Yole DéveloppementQuantumTechnologies 2020 - Yole Développement
QuantumTechnologies 2020 - Yole DéveloppementYole Developpement
 
Power GaN 2019: Epitaxy, Devices, Applications and Technology Trends - Yole D...
Power GaN 2019: Epitaxy, Devices, Applications and Technology Trends - Yole D...Power GaN 2019: Epitaxy, Devices, Applications and Technology Trends - Yole D...
Power GaN 2019: Epitaxy, Devices, Applications and Technology Trends - Yole D...Yole Developpement
 

More from Yole Developpement (20)

Computing and AI technologies for mobile and consumer applications 2021 - Sample
Computing and AI technologies for mobile and consumer applications 2021 - SampleComputing and AI technologies for mobile and consumer applications 2021 - Sample
Computing and AI technologies for mobile and consumer applications 2021 - Sample
 
Processor Quarterly Market Monitor Q3 2021 - Sample
Processor Quarterly Market Monitor Q3 2021 - SampleProcessor Quarterly Market Monitor Q3 2021 - Sample
Processor Quarterly Market Monitor Q3 2021 - Sample
 
Automotive Semiconductor Trends 2021
Automotive Semiconductor Trends 2021Automotive Semiconductor Trends 2021
Automotive Semiconductor Trends 2021
 
Neuromorphic Computing and Sensing 2021 - Sample
Neuromorphic Computing and Sensing 2021 - SampleNeuromorphic Computing and Sensing 2021 - Sample
Neuromorphic Computing and Sensing 2021 - Sample
 
Future Soldier Technologies 2021
Future Soldier Technologies 2021Future Soldier Technologies 2021
Future Soldier Technologies 2021
 
Computing for Datacenter Servers 2021 - Sample
Computing for Datacenter Servers 2021 - SampleComputing for Datacenter Servers 2021 - Sample
Computing for Datacenter Servers 2021 - Sample
 
5G’s Impact on RF Front-End and Connectivity for Cellphones 2020
5G’s Impact on RF Front-End and Connectivity for Cellphones 20205G’s Impact on RF Front-End and Connectivity for Cellphones 2020
5G’s Impact on RF Front-End and Connectivity for Cellphones 2020
 
Ultrasound Sensing Technologies 2020
Ultrasound Sensing Technologies 2020Ultrasound Sensing Technologies 2020
Ultrasound Sensing Technologies 2020
 
Status of the Memory Industry 2020
Status of the Memory Industry 2020Status of the Memory Industry 2020
Status of the Memory Industry 2020
 
GaAs Wafer and Epiwafer Market: RF, Photonics, LED, Display and PV Applicatio...
GaAs Wafer and Epiwafer Market: RF, Photonics, LED, Display and PV Applicatio...GaAs Wafer and Epiwafer Market: RF, Photonics, LED, Display and PV Applicatio...
GaAs Wafer and Epiwafer Market: RF, Photonics, LED, Display and PV Applicatio...
 
Status of the Radar Industry: Players, Applications and Technology Trends 2020
Status of the Radar Industry: Players, Applications and Technology Trends 2020Status of the Radar Industry: Players, Applications and Technology Trends 2020
Status of the Radar Industry: Players, Applications and Technology Trends 2020
 
GaN RF Market: Applications, Players, Technology and Substrates 2020
GaN RF Market: Applications, Players, Technology and Substrates 2020GaN RF Market: Applications, Players, Technology and Substrates 2020
GaN RF Market: Applications, Players, Technology and Substrates 2020
 
BioMEMS Market and Technology 2020
BioMEMS Market and Technology 2020BioMEMS Market and Technology 2020
BioMEMS Market and Technology 2020
 
Point-of-Need 2020 – Including PCR-Based Testing
Point-of-Need 2020 – Including PCR-Based TestingPoint-of-Need 2020 – Including PCR-Based Testing
Point-of-Need 2020 – Including PCR-Based Testing
 
Sensors for Robotic Mobility 2020
Sensors for Robotic Mobility 2020Sensors for Robotic Mobility 2020
Sensors for Robotic Mobility 2020
 
High-End Inertial Sensors for Defense, Aerospace and Industrial Applications ...
High-End Inertial Sensors for Defense, Aerospace and Industrial Applications ...High-End Inertial Sensors for Defense, Aerospace and Industrial Applications ...
High-End Inertial Sensors for Defense, Aerospace and Industrial Applications ...
 
Emerging Non-Volatile Memory 2020 report by Yole Développement
Emerging Non-Volatile Memory 2020 report by Yole DéveloppementEmerging Non-Volatile Memory 2020 report by Yole Développement
Emerging Non-Volatile Memory 2020 report by Yole Développement
 
(x)PU: High-End CPU and GPU for Datacenter Applications 2020 report by Yole D...
(x)PU: High-End CPU and GPU for Datacenter Applications 2020 report by Yole D...(x)PU: High-End CPU and GPU for Datacenter Applications 2020 report by Yole D...
(x)PU: High-End CPU and GPU for Datacenter Applications 2020 report by Yole D...
 
QuantumTechnologies 2020 - Yole Développement
QuantumTechnologies 2020 - Yole DéveloppementQuantumTechnologies 2020 - Yole Développement
QuantumTechnologies 2020 - Yole Développement
 
Power GaN 2019: Epitaxy, Devices, Applications and Technology Trends - Yole D...
Power GaN 2019: Epitaxy, Devices, Applications and Technology Trends - Yole D...Power GaN 2019: Epitaxy, Devices, Applications and Technology Trends - Yole D...
Power GaN 2019: Epitaxy, Devices, Applications and Technology Trends - Yole D...
 

Recently uploaded

Hyderabad Call Girls Khairatabad ✨ 7001305949 ✨ Cheap Price Your Budget
Hyderabad Call Girls Khairatabad ✨ 7001305949 ✨ Cheap Price Your BudgetHyderabad Call Girls Khairatabad ✨ 7001305949 ✨ Cheap Price Your Budget
Hyderabad Call Girls Khairatabad ✨ 7001305949 ✨ Cheap Price Your BudgetEnjoy Anytime
 
08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking Men08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking MenDelhi Call girls
 
Slack Application Development 101 Slides
Slack Application Development 101 SlidesSlack Application Development 101 Slides
Slack Application Development 101 Slidespraypatel2
 
IAC 2024 - IA Fast Track to Search Focused AI Solutions
IAC 2024 - IA Fast Track to Search Focused AI SolutionsIAC 2024 - IA Fast Track to Search Focused AI Solutions
IAC 2024 - IA Fast Track to Search Focused AI SolutionsEnterprise Knowledge
 
Human Factors of XR: Using Human Factors to Design XR Systems
Human Factors of XR: Using Human Factors to Design XR SystemsHuman Factors of XR: Using Human Factors to Design XR Systems
Human Factors of XR: Using Human Factors to Design XR SystemsMark Billinghurst
 
Unblocking The Main Thread Solving ANRs and Frozen Frames
Unblocking The Main Thread Solving ANRs and Frozen FramesUnblocking The Main Thread Solving ANRs and Frozen Frames
Unblocking The Main Thread Solving ANRs and Frozen FramesSinan KOZAK
 
Neo4j - How KGs are shaping the future of Generative AI at AWS Summit London ...
Neo4j - How KGs are shaping the future of Generative AI at AWS Summit London ...Neo4j - How KGs are shaping the future of Generative AI at AWS Summit London ...
Neo4j - How KGs are shaping the future of Generative AI at AWS Summit London ...Neo4j
 
Swan(sea) Song – personal research during my six years at Swansea ... and bey...
Swan(sea) Song – personal research during my six years at Swansea ... and bey...Swan(sea) Song – personal research during my six years at Swansea ... and bey...
Swan(sea) Song – personal research during my six years at Swansea ... and bey...Alan Dix
 
Azure Monitor & Application Insight to monitor Infrastructure & Application
Azure Monitor & Application Insight to monitor Infrastructure & ApplicationAzure Monitor & Application Insight to monitor Infrastructure & Application
Azure Monitor & Application Insight to monitor Infrastructure & ApplicationAndikSusilo4
 
Breaking the Kubernetes Kill Chain: Host Path Mount
Breaking the Kubernetes Kill Chain: Host Path MountBreaking the Kubernetes Kill Chain: Host Path Mount
Breaking the Kubernetes Kill Chain: Host Path MountPuma Security, LLC
 
Transcript: #StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
Transcript: #StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024Transcript: #StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
Transcript: #StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024BookNet Canada
 
Pigging Solutions in Pet Food Manufacturing
Pigging Solutions in Pet Food ManufacturingPigging Solutions in Pet Food Manufacturing
Pigging Solutions in Pet Food ManufacturingPigging Solutions
 
Pigging Solutions Piggable Sweeping Elbows
Pigging Solutions Piggable Sweeping ElbowsPigging Solutions Piggable Sweeping Elbows
Pigging Solutions Piggable Sweeping ElbowsPigging Solutions
 
Enhancing Worker Digital Experience: A Hands-on Workshop for Partners
Enhancing Worker Digital Experience: A Hands-on Workshop for PartnersEnhancing Worker Digital Experience: A Hands-on Workshop for Partners
Enhancing Worker Digital Experience: A Hands-on Workshop for PartnersThousandEyes
 
Making_way_through_DLL_hollowing_inspite_of_CFG_by_Debjeet Banerjee.pptx
Making_way_through_DLL_hollowing_inspite_of_CFG_by_Debjeet Banerjee.pptxMaking_way_through_DLL_hollowing_inspite_of_CFG_by_Debjeet Banerjee.pptx
Making_way_through_DLL_hollowing_inspite_of_CFG_by_Debjeet Banerjee.pptxnull - The Open Security Community
 
Key Features Of Token Development (1).pptx
Key  Features Of Token  Development (1).pptxKey  Features Of Token  Development (1).pptx
Key Features Of Token Development (1).pptxLBM Solutions
 
How to Remove Document Management Hurdles with X-Docs?
How to Remove Document Management Hurdles with X-Docs?How to Remove Document Management Hurdles with X-Docs?
How to Remove Document Management Hurdles with X-Docs?XfilesPro
 
Beyond Boundaries: Leveraging No-Code Solutions for Industry Innovation
Beyond Boundaries: Leveraging No-Code Solutions for Industry InnovationBeyond Boundaries: Leveraging No-Code Solutions for Industry Innovation
Beyond Boundaries: Leveraging No-Code Solutions for Industry InnovationSafe Software
 

Recently uploaded (20)

E-Vehicle_Hacking_by_Parul Sharma_null_owasp.pptx
E-Vehicle_Hacking_by_Parul Sharma_null_owasp.pptxE-Vehicle_Hacking_by_Parul Sharma_null_owasp.pptx
E-Vehicle_Hacking_by_Parul Sharma_null_owasp.pptx
 
The transition to renewables in India.pdf
The transition to renewables in India.pdfThe transition to renewables in India.pdf
The transition to renewables in India.pdf
 
Hyderabad Call Girls Khairatabad ✨ 7001305949 ✨ Cheap Price Your Budget
Hyderabad Call Girls Khairatabad ✨ 7001305949 ✨ Cheap Price Your BudgetHyderabad Call Girls Khairatabad ✨ 7001305949 ✨ Cheap Price Your Budget
Hyderabad Call Girls Khairatabad ✨ 7001305949 ✨ Cheap Price Your Budget
 
08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking Men08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking Men
 
Slack Application Development 101 Slides
Slack Application Development 101 SlidesSlack Application Development 101 Slides
Slack Application Development 101 Slides
 
IAC 2024 - IA Fast Track to Search Focused AI Solutions
IAC 2024 - IA Fast Track to Search Focused AI SolutionsIAC 2024 - IA Fast Track to Search Focused AI Solutions
IAC 2024 - IA Fast Track to Search Focused AI Solutions
 
Human Factors of XR: Using Human Factors to Design XR Systems
Human Factors of XR: Using Human Factors to Design XR SystemsHuman Factors of XR: Using Human Factors to Design XR Systems
Human Factors of XR: Using Human Factors to Design XR Systems
 
Unblocking The Main Thread Solving ANRs and Frozen Frames
Unblocking The Main Thread Solving ANRs and Frozen FramesUnblocking The Main Thread Solving ANRs and Frozen Frames
Unblocking The Main Thread Solving ANRs and Frozen Frames
 
Neo4j - How KGs are shaping the future of Generative AI at AWS Summit London ...
Neo4j - How KGs are shaping the future of Generative AI at AWS Summit London ...Neo4j - How KGs are shaping the future of Generative AI at AWS Summit London ...
Neo4j - How KGs are shaping the future of Generative AI at AWS Summit London ...
 
Swan(sea) Song – personal research during my six years at Swansea ... and bey...
Swan(sea) Song – personal research during my six years at Swansea ... and bey...Swan(sea) Song – personal research during my six years at Swansea ... and bey...
Swan(sea) Song – personal research during my six years at Swansea ... and bey...
 
Azure Monitor & Application Insight to monitor Infrastructure & Application
Azure Monitor & Application Insight to monitor Infrastructure & ApplicationAzure Monitor & Application Insight to monitor Infrastructure & Application
Azure Monitor & Application Insight to monitor Infrastructure & Application
 
Breaking the Kubernetes Kill Chain: Host Path Mount
Breaking the Kubernetes Kill Chain: Host Path MountBreaking the Kubernetes Kill Chain: Host Path Mount
Breaking the Kubernetes Kill Chain: Host Path Mount
 
Transcript: #StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
Transcript: #StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024Transcript: #StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
Transcript: #StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
 
Pigging Solutions in Pet Food Manufacturing
Pigging Solutions in Pet Food ManufacturingPigging Solutions in Pet Food Manufacturing
Pigging Solutions in Pet Food Manufacturing
 
Pigging Solutions Piggable Sweeping Elbows
Pigging Solutions Piggable Sweeping ElbowsPigging Solutions Piggable Sweeping Elbows
Pigging Solutions Piggable Sweeping Elbows
 
Enhancing Worker Digital Experience: A Hands-on Workshop for Partners
Enhancing Worker Digital Experience: A Hands-on Workshop for PartnersEnhancing Worker Digital Experience: A Hands-on Workshop for Partners
Enhancing Worker Digital Experience: A Hands-on Workshop for Partners
 
Making_way_through_DLL_hollowing_inspite_of_CFG_by_Debjeet Banerjee.pptx
Making_way_through_DLL_hollowing_inspite_of_CFG_by_Debjeet Banerjee.pptxMaking_way_through_DLL_hollowing_inspite_of_CFG_by_Debjeet Banerjee.pptx
Making_way_through_DLL_hollowing_inspite_of_CFG_by_Debjeet Banerjee.pptx
 
Key Features Of Token Development (1).pptx
Key  Features Of Token  Development (1).pptxKey  Features Of Token  Development (1).pptx
Key Features Of Token Development (1).pptx
 
How to Remove Document Management Hurdles with X-Docs?
How to Remove Document Management Hurdles with X-Docs?How to Remove Document Management Hurdles with X-Docs?
How to Remove Document Management Hurdles with X-Docs?
 
Beyond Boundaries: Leveraging No-Code Solutions for Industry Innovation
Beyond Boundaries: Leveraging No-Code Solutions for Industry InnovationBeyond Boundaries: Leveraging No-Code Solutions for Industry Innovation
Beyond Boundaries: Leveraging No-Code Solutions for Industry Innovation
 

Status of Advanced Substrates 2019 report by Yole Développement

  • 1. © 2019 From Technologies to Markets Sample Status of Advanced Substrates 2019 Advanced IC substrates Substrate Like PCB & Embedded Die
  • 2. 2 Biographies & contacts ©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE ABOUT THE AUTHORS Mario IBRAHIM As a Technology & Market Analyst, advanced packaging, Mario Ibrahim is a member of the Semiconductor & Software division at Yole Développement (Yole). Mario is engaged in the development of technology & market reports as well as the production of custom consulting studies. He is also deeply involved in test activities business development within the division. Prior to Yole, Mario was engaged in test activities development on LEDs at Aledia. He was also in charge of several R&D advanced packaging programs. During his five-year stay, he developed strong technical & managerial expertise in different semiconductor fields. Mario holds an Electronics Engineering Degree from Polytech’ Grenoble (France). He apprenticed for three years in the Imaging division of STMicroelectronics Grenoble, where he contributed to the test benches park automation within the test & validation team. Favier SHOO Favier Shoo is a Technology and Market Analyst in the Semiconductor & Software division at Yole Développement, part of Yole Group of Companies. Based in Singapore, Favier is engaged in the development of technology & market reports as well as the production of custom consulting. After spending 7 years at Applied Materials as a Customer-Application-Technologist in advanced packaging marketspace, Favier had developed a deep understanding of the supply chain and core business values. Being knowledgeable in this field, Favier had given trainings and held numerous technical review sessions with industry players. In addition, he had obtained 2 patents. Prior to that, Favier had worked at REC Solar as a Manufacturing Engineer to maximize production capacity. Favier holds a Bachelor in Materials Engineering (Hons) and a Minor in Entrepreneurship from Nanyang Technological University (NTU) (Singapore). Favier was also the co-founder of a startup company where he formulated business goals, revenue models and marketing plans. Ibrahim@yole.fr shoo@yole.fr
  • 3. 3©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE COMPANIES CITED IN THIS REPORT Access semiconductor, AMD,Amkor, Apple, ASE, AT&S, Audi, Avago BMW, Bosch, Career, CCTC, Celestica, Chin Poon, ChipBond, ChipMOS, CMK, Compeq, Continental, Cyntec Daeduck, Daimler AG, Deca Technologies,Dyconex AG, Ericsson Facebook,Fast Print, Flex, Flexium, Founder,Ford, Foxconn, Fujikura, Fraunhofer IZM GaN systems, General Electric, Google, HannStar Board, HiSilicon, Huawei, Ibiden, Imec, Infineon, Intel JCET, J-devices, Kinsus, Kyocera, Korea circuit LG Innotek Meiko, Mflex, Microsemi Nanium, Nantong Fujitsu, NanYa PCB, Nepes, Nippon Mektron, Nvidia Omnivision, Oppo Qdos, Qorvo, Qualcomm Samsung, Sarda Technologies, Schweizer, SEMCO, Shennan Circuit, Shinko, Simmtech, SiPlus, SPIL, STATS ChipPAC, St Jude Medical, Starkey TaiyoYuden,TDK-EPCOS,Texas Instruments,TTMTechnologies,Tripod,Trigence,TSMC Unimicron, Unisem, UTAC,Valeo,Wus Group,Würth Elektronik,Wuzhou, Xiaomi,Young Poong Group, ZD Tech … and many more
  • 4. 4©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE REPORT SCOPE & OBJECTIVES • This report is an update of the previous 2018 release “Status of advanced substrates 2018” • The scope of this report is to present the actual trends and their impact on the substrate manufacturing. Mega trends are pushing the packaging market into more and more miniaturization and performances in order to answer their stringent requirements (more performance, lower consumption & footprint). Substrate makers are working since few years to improve their technology portfolio and innovate in order to follow the trends • This report objectives are to: • Show the impact of the global semiconductor market trend on the substrate manufacturing • Outline three advanced substrate platforms:Advanced IC substrate, Substrate like PCB (SLP) & Embedded die (ED) • Provide an overview of the markets trends and drivers pushing the innovation into substrate manufacturing • Update market data & forecasts for the three advanced substrate platforms • Describe the markets & key applications that are/will use such advanced substrate solutions • Identify the main players & supply chain for advanced substrate manufacturing • Predict future applications where technology such SLP and ED can be adopted • Rank and analyze the players by revenue & net income • Present the impact of Chinese environmental regulations on substrate & PCB houses
  • 5. 5©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE TABLE OF CONTENT [1/3] NEW • Report scope & objectives 5 • Glossary 6 • Authors 7 • Companies cited in this report 8 • The three pages report summary 9 • Comparison with 2018 report version 12 • Major trends since 2018 • What we got “right” and “wrong” • Advanced IC substrate units comparison • SLP units comparison • Embedded die units comparison per market • Executive summary 18 1. Introduction 61 • Hints for reading • Terminology • Segmentation & global trends 2. Advanced IC substrates 70 • What’s new & segmentation • Trends & drivers 72 • Advanced IC substrate trends & drivers • Forecasts 83 • Total advanced IC substrate market by revenue, units, geographical area • Breakdown by FCBGA vs CSP by revenue, units • FO impact on the FC revenue • Capacity forecast by number of panels per month • Technology & roadmaps 93 • Flip Chip IC substrateVS FO: L/S scaling • Commercialized products: dimensions vs I/O • Supply chain & players 108 • Semiconductor supply chain with IC substrate makers • IC substrate players • Business model example for some advanced IC substrate makers • Conclusions 117
  • 6. 6©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE TABLE OF CONTENT [2/3] NEW 4. Embedded die 155 • What’s new & segmentation 158 • Trends & drivers 163 • ED trends & drivers • Forecasts 170 • ED market revenue and units, breakdown by market • Two different scenarios: basic & optimistic • EMIB units production • Technology & roadmap 176 • ED technology details by player and type • ED roadmap • ED markets, players & supply chain 206 • ED segmentation • Different ED market and applications • ED players by technology segment • ED supply chain • Conclusions 242 3. SLP 119 • What’s new & segmentation 120 • Trends & drivers 121 • SLP trends & drivers • Apple smartphones board analysis • Forecasts 134 • Total SLP market revenue • SLP revenue breakdown by products • SLP revenue and unitsVS global cell phone board market • SLP smartphone revenue breakdown by country • Technology & roadmaps 142 • SLP roadmap • Supply chain & players 145 • SLP supply chain & potential business activities • SLP manufacturing capabilities by country • Conclusions 153
  • 7. 7©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE TABLE OF CONTENT [3/3] NEW 5. Financial analysis 243 • Top 116 board makers by revenue 2017 • Top 116 board makers revenue repartition by country • Focus on top 20 board makers, revenue, YoY growth, who is doing what • Pushed financial analysis on top 10 board makers • Revenue comparison 2016 to 2018 • Net income comparison 2016 to 2018 • Ranking evolution 6. China substrate regulations 256 • How China’s environmental regulations are impacting the substrate makers 7. Appendix 262 • Board • Techniques of embedding technology 8. AboutYole Développement 274
  • 8. 8©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE SUBSTRATE MARKET SEGMENTATION – GLOBALVISION *Low density interconnection boards.Test cards, probe cards … Not included in this report ** Few words on those technology in board chapter, but not the scope of this report Two of the three main chapters of this report, Embedded die is the 3rd chapter
  • 9. 9©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE TERMINOLOGY • The biggest issue in the substrate manufacturing world is the use of a common terminology. Everyone knows and uses the same words, but not everyone is using specific words to express the same things • We can cite: PCB / Board / Substrate / laminate / SLP / mSAP / embedded die … • In this report we will always be using: • Board: • It’s what everyone in the industry calls PCB.We won’t be using PCB because it’s too confusing as many players use PCB to talk about substrate sometimes. Board for us is the final “board” on which modules, packages will be plugged, no more intermediate layers needed • Substrate: • In this report substrate = laminate layers stacked the one above the others forming a packaged module that will be plugged on a board.That means that we call substrate, any layer or package that will need to be plugged on a board in order to be used • SLP, substrate like PCB: • Some players are defining SLP as process-based technology, mSAP, which involves lithography steps from SAP. Others don’t recognize SLP term at all and are using process terms to define finer interconnection resolution at board level with just amSAP, mSAP or SAP. We are defining board as SLP with these characteristics: • A board with mSAP or SAP processed layers, with or without subtractive processed layers • Embedded die: • In this report we refer to ED each time we want to talk about one or multiple dies embedded in substrate / board or mold. The die is placed between laminate layers when embedded in substrate / board, and housed in a polymer or other material when embedded in a mold
  • 10. 10©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE THE MAJOR TRENDS SINCE 2018
  • 11. 11©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE Wafer BEOL Fan-In/Fan-Out WLP/PLP Board IC Substrate SUBSTRATE LANDSCAPE 100/10010/101/10.1/0.1 L/S [um/um] 0.25/0.25 5/5 30/30 LayerThickness(Cu+dielectric),[um] 0.1 1 10 100 2/2 Board vs. IC substrate 2.5D / 3DIC vs DD Fan Out IC Substrate vs FO Competition observed between Board & IC substrate due to L/S scaling Board and IC substrate manufacturers are adopting advanced technology processes to address new market requirements for performance & form factor
  • 12. 12©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE ADVANCED SUBSTRATE MARKET EVOLUTION Market dynamics Yole Développement, 2019 • SLP affects the board market and down sizing decreases both board and substrate markets • FC substrate has a market loss due to HD FO, but with SiP, substrate usages increases • Down sizing such as decreasing the L/S or embedding the die(s) might lower the total production of both board and IC substrates
  • 13. 13©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE Advanced IC Substrate falls short in supply due to overwhelming demands from 5G base stations and HPCs, during the end of 2018 ADVANCED IC SUBSTRATE:WHAT’S NEW IN 2019
  • 14. 14©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE ADVANCED IC SUBSTRATE: 2017 PRODUCTION UNITS BY GEOGRAPHICAL AREA
  • 15. 15©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE ADVANCED IC SUBSTRATE MARKET FORECAST
  • 16. 16©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE ADVANCED IC SUBSTRATE MARKET FORECAST: COMPETING TECHNOLOGY
  • 17. 17©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE ADVANCED IC SUBSTRATE MARKET SHARES:TOP PLAYERS Non-Exhaustive list of players *Data is estimated from secondary research and adjusted through interviews.
  • 18. 18©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE TECHNOLOGY ROADMAP OF FCVS FO: KEY PARAMETERS • FC can package more dies and hence more functionality density as compared to FO. • FC is more SiP scalable as compared to FO Roadmap is based on an expected average of the different technologies in the market.
  • 19. 19©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE SUPPLY CHAIN OF ADVANCED IC SUBSTRATE PLAYERS: GEOGRAPHICAL ANALYSIS
  • 20. 20©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE SLP:WHAT’S NEW SINCE 2018? *mSAP = modified semi-additive process
  • 21. 21©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE SLP DRIVERS: BOARD-SPACE SAVIOUR Schematic is drawn proportionally close to actual scale
  • 22. 22©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE SUBSTRATE-LIKE PCB (SLP) EVOLUTION SLP is achieving new milestones with progressive adoptions…
  • 23. 23©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE SLP MARKETVALUE: BREAKDOWN BY PRODUCTS Revenue is defined as the sales generated from SLP Packaging
  • 24. 24©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE SLP PENETRATION RATE IN GLOBAL CELL PHONE BOARD MARKET: UNITS & REVENUE
  • 25. 25©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE SLP TECHNOLOGY ROADMAP ≤2016: No SLP adoption in the market yet. Dk = Dielectric Constant. Df = Dissociation Factor.Average value of the players in the market.
  • 26. 26©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE SLP SUPPLY CHAIN OF TOP 15 PLAYERS – BASED ON 2017 REVENUE SLP Manufacturers Majority of the SLP players are manufacturers who have Board + IC Substrate capabilities. There is no standalone player doing SLP independently or SLP + IC Substrate. IC Substrate Manufacturers No players doing SLP + IC Substrate independently. No independent IC Substrate players. Only 3 players doing Board + IC Substrate exclusively. Board Manufacturers Only 3 players produce strictly board only. 1 player is doing Board + SLP exclusively. Non-Exhaustive List of Players
  • 27. 27©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE EMBEDDED PACKAGING TECHNOLOGY Embedded packaging technologies with connections fanned out of the surface Embedded in organic Embedded in epoxy mold compound (Fan-OutWLP/PLP) CHIP FIRST: CF CHIP LAST: CL FACE UP: FU FACE DOWN: FD ED in board ED in flexible PCB Interconnection type RDL Foundry BEOL Coreless Substrate Chip orientation Encapsulator type CF / CLCF / CL CL FU / FD FU / FD Chip placingFocus of the report (Technology, players, hardware, forecast) ED in Substrate Interposer 2.5D like Some information on the technology and players. Not included in the forecasts
  • 28. 28©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE EMBEDDED DIE:WHAT’S NEW SINCE 2018? [1/2]
  • 29. 29©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE MARKET DRIVERS Embedded technology Embedded Die Cost-driven Form factor & integration driven Performance- driven IC Power / audio amplifiers DC-DC converter RF SiP Power appsAC-DC inverter CIS Better electrical performance Better signal transmission Better heat management Better reliability Can Embedded die compete with 2.5D & 3D technology in term of performance & cost effectiveness? Higher die integration Smaller foot print
  • 30. 30©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE ED FORECASTS Optimistic scenario, units & revenue
  • 31. 31©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE EMBEDDED DIE ROADMAP Higher performances, higher dies number and thinner packages
  • 32. 32©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE ALL THE PLAYERS INVOLVED IN AN EMBEDDED DIE ACTIVITY
  • 33. 33©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE SOME EXTRA DETAILS ON THE TOP 10 SUBSTRATE MAKERS Revenue (M$) comparison including 2018 numbers * Some projections may be included in 2018 revenue as not all the companies released the 4Q results when this report was released
  • 34. 34©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE IMPACT OF CHINA REGULATIONS: COASTALVS INLAND ANALYST’S POINT OFVIEW China from google map
  • 35. 35©2019 | www.yole.fr | Status of Advanced Substrates 2019 | SAMPLE RELATED REPORTS
  • 36. The integrated circuit (IC) substrate and board industry has historically assumed a passive role, especially when it comes to innovation. However, in the past few years, the landscape has become increasingly competitive. Industry players are looking to differentiate from others. The advanced substrate industry is now following the trends of advanced packaging. Miniaturization, greater integration and higher performance are becoming mainstream in this industry. Huge investments by several players are ongoing for embedded die (ED) and substrate-like printed circuit board (SLP), showing the increased interest in such technology. The substrate and printed circuit board (PCB) global market will record a modest compound annual growth rate (CAGR) of around 4% from 2018- 2024. But, if we only consider advanced substrate technology as SLP and ED technology, they exhibit a much higher growth rate, up to 49% CAGR2018-2024 for ED. Flip Chip (FC), SLP and ED are gaining market share from the conventional board and IC substrate markets. That’s especially true for SLP and ED, which have the capability to reduce either the board or IC substrate footprint. Undoubtedly, these technologies can address the integrational needs of applications in this new digital age, but bring complexity and demand innovation before production and adoption take place. In addition, such technology bring huge value into the market. Hence it is not surprising they are expected to fetch a higher average selling price (ASP) and better revenue. In this report, Yole Développement (Yole) will detail FC, SLP and ED trends and their usage in different markets and applications. Yole’s analsyts will provide in-depth information about the markets, applications, numbers, roadmaps, players and supply chains. STATUS OF ADVANCED SUBSTRATES 2019 Market & Technology Report - May 2019 THEADVANCED SUBSTRATE INDUSTRY HAS STARTEDTO INNOVATE TO KEEP UPWITHADVANCED PACKAGINGTRENDS Demands from the new digital age are waking up the sleeping substrate giants. WHAT’S NEW • FC BGA substrate capacity is running short in supply • FC CSP is still growing, driven by DRAM • New SLP applications other than smartphones • Latest adoption of embedded die package • Substrate manufacturers are switching to mSAP • China consolidating its substrate manufacturing market REPORT KEY FEATURES • Advanced IC substrate with focus on FC CSP BGA, and the impact of FO on these markets. Players, supply chain, roadmaps and forecasts with FC CSP/BGA and FO breakdown, market shares for each player • SLP, with a focus on Huawei as a new user and for mobile, smartwatches and tablets. Players, supply chains, roadmaps and forecasts broken down by board type and application. New process flow overview • Embedded die, with a focus on automotive, telecom and infrastructure markets. Players, supply chain, roadmaps and forecasts, broken down by market • Financial analysis of top 10 substrate makers’ revenue and net income • China’s environmental regulations and their impact on substrate manufacturing (Yole Développement, May 2019) Productrange SiP HD FO Board SLP Down sizing / ED HD FO IC substrate Advanced substrate and packaging’s impact on board and substrate markets INCREASED SLPADOPTION BY LEADING OEMS IS DRIVING MARKET GROWTH SIGNIFICANTLY The global SLP market is valued at $987M in 2018 and is expected to grow through to 2024, driven by the global cell-phone market. Presently, the SLP market is still heavily dependent on high end smartphone growth, particularly Apple iPhones and Samsung Galaxies. Moving forward, Huawei is expected to release high- end products with SLP technology in 2019. Furthermore, cell-phone-producing OEMs are planning to use SLP in other consumer electronic
  • 37. Embedded die revenue forecast Substrate-like PCB supply chain example (Yole Développement, May 2019) STATUS OF ADVANCED SUBSTRATES 2019 EXCITING GROWTH OF EMBEDDED DIE OFFERS SUBSTRATE STACKING SOLUTION ED is the first real substrate stacking technology on the market. Its market is valued at $21M in 2018 and is expected to reach $231M by 2024, exhibiting a 49% CAGR. This is the highest growth of all the advanced substrate platforms, and can be justified by an infant technology that will boom soon. Yole has been studying ED technology since its early stages. Based on this expertise, we will be detailing the ED markets where mobile device makers were early adopters and will remain an important source of revenue. We foresee a bright future for ED. Firstly, this is due to extended adoption in new automotive applications. It is also due to the telecom and infrastructure market where ED is a suitable solution to increase hardware efficiency. Secondly, players are investing huge amounts in new plants where ED will be the main product. Supported by major OEMs, Yole believes that an ED market boost will occur in the next two years. Nowadays, there are many players active in ED research and development, but only a few have jumped into high volume manufacturing (HVM). Based on the technology, markets dynamics, and investments detailed in this report, Yole believes that, in the near future, more players will enter ED HVM and contribute to the adoption of this technology. COMPANIES CITED IN THE REPORT (non exhaustive list) Access semiconductor, AMD, Amkor, Apple, ASE, ATS, Audi, Avago, BMW, Bosch, Career, CCTC, Celestica, Chin Poon, ChipBond, ChipMOS, CMK, Compeq, Continental, Cyntec, Daeduck, Daimler AG, Deca Technologies, Dyconex AG, Ericsson, Facebook, Fast Print, Flex, Flexium, Founder, Ford, Foxconn, Fujikura, Fraunhofer IZM, GaN systems, General Electric, Google, HannStar Board, HiSilicon, Huawei, Ibiden, IMEC, Infineon, Intel, JCET, J-devices, Kinsus, Kyocera, Korea circuit, LG Innotek, Meiko, Mflex, Microsemi, Nanium, Nantong Fujitsu, Nan Ya PCB,Nepes,NipponMektron,Nvidia,Omnivision,Oppo,Qdos,Qorvo,Qualcomm,Samsung,SardaTechnologies, Schweizer, SEMCO, Shennan Circuit, Shinko, Simmtech, SiPlus, SPIL, STATS ChipPAC, St Jude Medical, Starkey, Taiyo Yuden, TDK-EPCOS, Texas Instruments, TTM Technologies, Tripod, Trigence, TSMC, Unimicron, Unisem, UTAC, Valeo, Wus Group, Würth Elektronik, Wuzhou, Xiaomi,Young Poong Group, ZD Tech, … and many more (Yole Développement, May 2019) REPORT OBJECTIVES • Show the impact of the global semiconductor market trend on the substrate manufacturing • Outline three advanced substrate platforms: Advanced IC substrates, substrate-like PCB and embedded die • Provide an overview of the markets trends and drivers pushing the innovation in substrate manufacturing • Update market data and forecasts for the three advanced substrate platforms • Describe the markets and key applications that are using/will use such advanced substrate solutions • Identify the main players and supply chain for advanced substrate manufacturing • Predict future applications where technology such as SLP and ED can be adopted products like smartwatches and tablets. SLP will become more mainstream than ever before. Currently, SLP manufacturers from Taiwan, South Korea and Japan are dominating production activities. Players like Japan-headquartered Meiko and Taiwan- headquartered ZD Tech are expanding new SLP production lines in Vietnam and China for more than one smartphone customer. Certainly, China will gain SLP technical know-how progressively with technology transfer from the major players. In this report, Yole will share insights on SLP technology, markets, players and the supply chain. In addition, the team will also analyse the breakthroughs in SLP manufacturing and their impact on the supply chain. Substrate Manufacturers* Fabless* OEMs* Entire supply-chain activities will be portrayed in full report *Non-exhaustive list of players - Speculated activities CAGR2018-2024 : +49% ** * Breakdown per market detailed in the report ** CAGR: Compound Annual Growth Rate $21M 2024 $93M $231M Considered markets*: • Mobile • Automotive • Telecom infrastructure • Consumer • Medical • Aerospace, defense industry 2021 2018
  • 38. MARKET TECHNOLOGY REPORT Report scope and objectives 5 Glossary6 Authors7 Companies cited in this report 8 The three pages report summary 9 Comparison with 2018’s report 12 Major trends since 2018 What we got “right” and “wrong” Advanced IC substrate unit comparison SLP unit comparison Embedded die unit comparison by market Executive summary 18 Introduction61 Hints for reading Terminology Segmentation and global trends Advanced IC substrates 70 What’s new and segmentation Trends and drivers - Advanced IC substrate trends and drivers Forecasts - Total advanced IC substrate market by revenue, units, geographical area - Breakdown by FCBGA vs CSP by revenue, units - FO impact on the FC revenue - Capacity forecast by number of panels per month Technology and roadmaps - Flip Chip IC substrate VS FO: L/S scaling - Commercialized products: dimensions vs I/O Supply chain and players - Semiconductor supply chain with IC substrate makers - IC substrate players - Business model example for some advanced IC substrate makers Conclusions SLP119 What’s new and segmentation Trends and drivers - SLP trends and drivers - Apple smartphones board analysis Forecasts - Total SLP market revenue - SLP revenue breakdown by products - SLP revenue and units VS global cell phone board market - SLP smartphone revenue breakdown by country Technology and roadmaps - SLP roadmap Supply chain and players - SLP supply chain and potential business activities - SLP manufacturing capabilities by country Conclusions Embedded die 155 What’s new and segmentation Trends and drivers - ED trends and drivers Forecasts - ED market revenue and units, breakdown by market - Two different scenarios: basic and optimistic - EMIB units production Technology and roadmap - ED technology details by player and type - ED roadmap ED markets, players and supply chain - ED segmentation - Different ED market and applications - ED players by technology segment - ED supply chain Conclusions Financial analysis 243 Top 116 board makers by revenue 2017 Top 116 board makers revenue repartition by country Focus on top 20 board makers, revenue, YoY growth, who is doing what Pushed financial analysis on top 10 board makers - Revenue comparison 2016 to 2018 - Net income comparison 2016 to 2018 - Ranking evolution China substrate regulations 256 How China’s environmental regulations are impacting the substrate makers Appendix262 Board Techniques of embedding technology About Yole Développement 274 TABLE OF CONTENTS (complete content on i-Micronews.com) RELATED REPORTS AUTHORS Mario Ibrahim as a Technology and Market Analyst, advanced packaging, Mario Ibrahim is a member of the Semiconductor and Software division at Yole Développement (Yole). Mario is engaged in the development of technology and market reports as well as the production of custom consulting studies. He is also deeply involved in test activities business development within the division. Prior to Yole, Mario was engaged in test activities development on LEDs at Aledia. He was also in charge of several RD advanced packaging programs. During his five-year stay, he developed strong technical and managerial expertise in different semiconductor fields. Mario holds an Electronics Engineering Degree from Polytech’ Grenoble, France. He apprenticed for three years in the Imaging division of STMicroelectronics Grenoble, where he contributed to test bench park automation within the test and validation team. Favier Shoo is a Technology and Market Analyst in the Semiconductor and Software division at Yole Développement, part of Yole Group of Companies. Based in Singapore, Favier is engaged in the development of technology and market reports as well as the production of custom consulting. After spending 7 years at Applied Materials as a Customer-Application-Technologist in advanced packaging marketspace, Favier had developed a deep understanding of the supply chain and core business values. Being knowledgeable in this field, Favier had given trainings and held numerous technical review sessions with industry players. In addition, he had obtained 2 patents. Prior to that, Favier had worked at REC Solar as a Manufacturing Engineer to maximize production capacity. Favier holds a Bachelor in Materials Engineering (Hons) and a Minor in Entrepreneurship from Nanyang Technological University (NTU) (Singapore).Benefit from our Bundle Annual Subscription offers and access our analyses at the best available price and with great advantages • Status of the Advanced Packaging Industry 2018 • 2.5D 3D TSV Wafer-Level Stacking Technology Market Updates 2019 • Fan-Out Packaging 2019 • TDK SESUB Bluetooth Module Find all our reports on www.i-micronews.com
  • 39. ORDER FORM Status of Advanced Substrates 2019 SHIPPING CONTACT First Name: Email: Last Name: Phone: PAYMENT / ABOUT YOLE DEVELOPPEMENT BILL TO PRODUCT ORDER - Ref YD19018 BY CREDIT CARD Visa Mastercard Amex Name of the Card Holder: Credit Card Number: Card Verification Value (3 digits except AMEX: 4 digits): Expiration date: BY BANK TRANSFER BANK INFO: HSBC, 1 place de la Bourse, F-69002 Lyon, France, Bank code: 30056, Branch code: 00170 Account No: 0170 200 1565  87, SWIFT or BIC code: CCFRFRPP, IBAN: FR76 3005 6001 7001 7020 0156 587 RETURN ORDER BY • MAIL: YOLE DÉVELOPPEMENT, Le Quartz, 75 Cours Emile Zola, 69100 Villeurbanne/Lyon - France SALES CONTACTS • Western US Canada - Steve Laferriere: + 1 310 600-8267 – laferriere@yole.fr • Eastern US Canada - Chris Youman: +1 919 607 9839 – chris.youman@yole.fr • Europe RoW - Lizzie Levenez: + 49 15 123 544 182 – levenez@yole.fr • Japan Rest of Asia - Takashi Onozawa: +81-80-4371-4887 – onozawa@yole.fr • Greater China - Mavis Wang: +886 979 336 809 – wang@yole.fr • Korea - Peter OK: +82 10 4089 0233 – peter.ok@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, 2019 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 May 13, 2019 - 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 • Structure, process and cost analysis • Cost simulation tool More information on www.i-micronews.com/reports CONTACTS For more information about : • Consulting Financial Services: Jean-Christophe Eloy (eloy@yole.fr) • Reports: David Jourdan (jourdan@yole.fr) Yole Group of Companies • Press Relations Corporate Communication: Sandrine Leroy (leroy@yole.fr) Name (Mr/Ms/Dr/Pr): Job Title: Company: Address: City: State: Postcode/Zip: Country*: *VAT ID Number for EU members: Tel: Email: Date:
  • 40. © 2019 Yole Développement From Technologies to Market Source: Wikimedia Commons
  • 41. 37©2019 | www.yole.fr | About Yole Développement YOLE DEVELOPPEMENT – FIELDS OF EXPERTISE Life Sciences Healthcare o Microfluidics o BioMEMS Medical Microsystems o Inkjet and accurate dispensing o Solid-State Medical Imaging BioPhotonics o BioTechnologies Power Wireless o RF Devices Technologies o Compound Semiconductors Emerging Materials o Power Electronics o Batteries Energy Management Semiconductor Software o Package,Assembly Substrates o Semiconductor Manufacturing o Memory o Software Computing Photonics, Sensing Display o Solid-State Lighting o Display o MEMS, Sensors Actuators o Imaging o Photonics Optoelectronics Semiconductor Software Power Wireless Photonics, Sensing Display Life Sciences Healthcare About Yole Développement | www.yole.fr | ©2019
  • 42. 38©2019 | www.yole.fr | About Yole Développement 4 BUSINESS MODELS o Consulting and Analysis • Market data research, marketing analysis • Technology analysis • Strategy consulting • Reverse engineering costing • Patent analysis • Design and characterization of innovative optical systems • Financial services (due diligence, MA with our partner) www.yole.fr o Syndicated reports • Market technology reports • Patent investigation and patent infringement risk analysis • Teardowns reverse costing analysis • Cost simulation tool www.i-Micronews.com/reports o Media • i-Micronews.com website • i-Micronews e-newsletter • Communication webcast services • Events:TechDays, forums,… www.i-Micronews.com o Monitors • Monthly and quarterly update • Excel database covering supply, demand, and technology • Price, market, demand and production forecasts • Supplier market shares www.i-Micronews.com/reports About Yole Développement | www.yole.fr | ©2019
  • 43. 39©2019 | 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 About Yole Développement | www.yole.fr | ©2019
  • 44. 40 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 Yole Deutschland Frankfurt Hsinchu Tokyo Yole Korea Seoul Palo Alto Yole Inc. Cornelius About Yole Développement | www.yole.fr | ©2019
  • 45. 41©2019 | www.yole.fr | About Yole Développement ANALYSIS SERVICES - CONTENT COMPARISON High Technology and Market Report Leadership Meeting QA Service Depth of the analysis Breadthoftheanalysis Meet the Analyst Custom Analysis High Low About Yole Développement | www.yole.fr | ©2019
  • 46. 42©2019 | www.yole.fr | About Yole Développement SERVING THE ENTIRE SUPPLY CHAIN Our analysts provide market analysis, technology evaluation, and business plans along the entire supply chain Integrators, end- users and software developers Device manufacturers Suppliers: material, equipment, OSAT, foundries… Financial investors, RD centers About Yole Développement | www.yole.fr | ©2019
  • 47. 43©2019 | 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 About Yole Développement | www.yole.fr | ©2019
  • 48. 44 o Over the course of more than 20 years, Yole Développement has grown to become a group of companies. Together with System Plus Consulting and KnowMade, we now provide marketing, technology and strategy consulting, media and corporate finance services, reverse costing, structure, process and cost analysis services and well as intellectual property (IP) and patent analysis. Together, our group of companies is collaborating ever closer and therefore will offer, in 2019, a collection of over 125 reports, 10 new monitors and 120 teardowns. Combining respective expertise and methodologies from the three companies, they cover: o If you are looking for: • An analysis of your product market and technology • A review of how your competitors are evolving • An understanding of your manufacturing and production costs • An understanding of your industry’s technology roadmap and related IPs • A clear view supply chain evolution Our reports and monitors are for you! o Our team of over 70 analysts, including PhD and MBA qualified industry veterans from Yole Développement, System Plus Consulting and KnowMade, collect information, identify trends, challenges, emerging markets, and competitive environments. They turn that information into results and give you a complete picture of your industry’s landscape. In the past 20 years, we have worked on more than 2,000 projects, interacting with technology professionals and high-level opinion makers from the main players of their industries and realized more than 5,000 interviews per year. WHAT TO EXPECT IN 2019? In 2019 we will extend our offering with a new ‘monitor’ product which provides more updates on your industry during the year. The Yole Group of Companies is also building on and expanding its investigations of the memory industry. Moreover, in parallel, the Yole Group reaffirms its commitment to a new collection of reports mixing software and hardware and is increasing its involvement in displays, radio-frequency (RF) technology, advanced substrates, batteries and compound semiconductors. Last but not least, System Plus Consulting is developing its teardowns service providing 120+ offers related to phones, smart home, wearables and connected devices. Discover our 2019 program right now, and ensure you get a true vision of the industry. Stay tuned! REPORTS COLLECTION www.i-Micronews.com • MEMS Sensors • RF devices technologies • Medical technologies • Semiconductor Manufacturing • Advanced packaging • Memory • Batteries and energy management • Power electronics • Compound semiconductors • Solid state lighting • Displays • Software • Imaging • Photonics About Yole Développement | www.yole.fr | ©2019
  • 49. 45 OUR 2019 REPORTS COLLECTION (1/4) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape Market –Technology – Strategy – byYole Développement Yole Développement (Yole) offers market reports including quantitative market forecasts, technology trends, company strategy evaluation and indepth application analyses. Yole will publish more than 55 reports in 2019, with our partner PISEO contributing to some of the lighting reports. Reverse Costing® – Structure, Process and Cost Analysis – by System Plus Consulting The Reverse Costing® report developed by System Plus Consulting provides full teardowns, including detailed photos, precise measurements, material analyses, manufacturing process flows, supply chain evaluations, manufacturing cost analyses and selling price estimations. The reports listed below are comparisons of several analyzed components from System Plus Consulting. More reports are however available, and over 60 reports will be released in 2019.The complete list is available at www.systemplus.fr. Patent Reports – by KnowMade More than describing the status of the IP situation, these analyses provide a missing link between patented technologies and market, technological and business trends. They offer an understanding of the competitive landscape and technology developments from a patent perspective. They include key insights into key IP players, key patents and future technology trends. For 2019 KnowMade will release over 15 reports. The markets targeted are : • Mobile Consumer • Automotive Transportation • Medical • Industrial • Telecom Infrastructure • Defense Aerospace • Linked reports are dealing with the same topic to provide • a more detailed analysis. About Yole Développement | www.yole.fr | ©2019
  • 50. 46 OUR 2019 REPORTS COLLECTION (1/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape MEMS SENSORS o MARKET ANDTECHNOLOGY REPORT • Status of the MEMS Industry 2019 - Update • Status of the Audio Industry 2019 - New • Uncooled Infrared Imagers and Detectors 2019 – Update • Consumer Biometrics:Technologies and MarketTrends 2018 • MEMS Pressure Sensor Market and Technologies 2018 • Gas Particle Sensors 2018 o STRUCTURE, PROCESS COST REPORT • MEMS Sensors Comparison 2019 • MEMS Pressure Sensor Comparison 2018 • Particle Sensors Comparison 2019 • Miniaturized Gas Sensors Comparison 2018 o PATENT REPORT • MEMS Foundry Business Portfolio 2019 - New • Miniaturized Gas Sensors 2019 - New PHOTONIC AND OPTOELECTRONICS o MARKET ANDTECHNOLOGY REPORT • Photonic Integrated Circuit 2019 - New • LiDARs for Automotive and Industrial Applications 2019 - Update • Silicon Photonics 2018 o PATENT REPORT • Silicon Photonics for Data Centers: Optical Transceiver 2019 - New • LiDAR for Automotive 2018 RF DEVICES ANDTECHNOLOGIES o MARKET ANDTECHNOLOGY REPORT • RF GaN Market:Applications, Players,Technology, and Substrates 2019 - Update • 5G’s Impact on RF Front-End Module and Connectivity for Cell Phones 2019 – Update • 5G Impact on Wireless Infrastructure 2019 • Radar and Wireless for Automotive: Market and Technology Trends 2019 - Update • Advanced RF Antenna Market Technology 2019 - New • RF Standards and Technologies for Connected Objects 2018 o STRUCTURE, PROCESS COST REPORT • RF Front-End Module Comparison 2019 - Update • Automotive Radar RF Chipset Comparison 2018 o PATENT REPORT • Antenna for 5G Wireless Communications 2019 - New • RF Front End Modules for Cellphones 2018 • RF Filter for 5G Wireless Communications: Materials and Technologies 2019 • RF GaN : Materials, Devices and Modules 2018 Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
  • 51. 47 OUR 2019 REPORTS COLLECTION (2/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape IMAGING o MARKET ANDTECHNOLOGY REPORT • Status of the CIS Industry 2019:Technology and Foundry Business - Update • Imaging for Automotive 2019 - Update • NeuromorphicTechnologies for Sensing 2019 - Update • Status of the CCM and WLO Industry 2019 – Update • 3D Imaging Sensing 2018 • MachineVision for Industry and Automation 2018 • Sensors for RoboticVehicles 2018 o STRUCTURE, PROCESS COST REPORT • Compact Camera Modules Comparison 2019 • CMOS Image Sensors Comparison 2019 o PATENT REPORT • Facial Gesture Recognition Technlogies in Mobile Devices 2019 - New • Apple iPhone X Proximity Sensor Flood Illuminator 2018 MEDICAL IMAGING AND BIOPHOTONICS o MARKET ANDTECHNOLOGY REPORT • X-Ray Detectors for Medical, Industrial and Security Applications 2019- New • Microscopy Life Science Cameras: Market and Technology Analysis 2019 • Ultrasound technologies for Medical, Industrial and Consumer Applications 2018 o PATENT REPORT • Optical Coherence Tomography Medical Imaging 2018 MICROFLUIDICS o MARKET ANDTECHNOLOGY REPORT • Status of the Microfluidics Industry 2019 - Update • Next Generation Sequencing DNA Synthesis - Technology, Consumables Manufacturing and MarketTrends 2019 - New • Organ-on-a-Chip Market Technology Landscape 2019 - Update • Point-of-Need Testing Application of MicrofluidicTechnologies 2018 • Liquid Biopsy: from Isolation to Downstream Applications 2018 • Chinese Microfluidics Industry 2018 o PATENT REPORT • Microfluidic ManufacturingTechnologies 2019 – New INKJET AND ACCURATE DISPENSING o MARKET ANDTECHNOLOGY REPORT • Inkjet Printheads - Dispensing Technologies Market Landscape 2019 - Update • Emerging Printing Technologies for Microsystem Manufacturing 2019 - New • Piezoelectric Materials from Bulk to Thin Film 2019 - New • Inkjet Functional and Additive Manufacturing for Electronics 2018 o STRUCTURE, PROCESS COST REPORT • Piezoelectric Materials from Bulk to Thin Film Comparison 2019 Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
  • 52. 48 OUR 2019 REPORTS COLLECTION (3/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape BIOTECHNOLOGIES o MARKET ANDTECHNOLOGY REPORT • CRISPR-Cas9 Technology: From Lab to Industries 2018 o PATENT REPORT • Personalized Medicine 2019 – New BIOMEMS MEDICAL MICROSYSTEMS o MARKET ANDTECHNOLOGY REPORT • Medical Wearables: Market Technology Analysis 2019 - New • Neurotechnologies and Brain Computer Interface 2018 • BioMEMS Non-Invasive Sensors: Microsystems for Life Sciences Healthcare 2018 o PATENT REPORT • 3D Cell Printing 2019 - New • CirculatingTumor Cells Isolation 2019 - New • Nanopore Sequencing 2019 - New SOFTWARE AND COMPUTING o MARKET ANDTECHNOLOGY REPORT • Artificial Intelligence Computing For Automotive 2019 - New • Hardware and Software for Artificial Intelligence (AI) in Consumer Applications 2019 - Update • From Image Processing to Deep Learning 2019 - Update • xPU (Processing Units) for Cryptocurrency, Blockchain, HPC and Gaming 2019 – New MEMORY o MARKET ANDTECHNOLOGY REPORT • Status of the Memory Business 2019 - New • MRAM Technology and Business 2019 - New • Emerging NonVolatile Memory 2018 o STRUCTURE, PROCESS COST REPORT • Memory Comparison 2019 o PATENT REPORT • Magnetoresistive Random-Access Memory (MRAM) 2019 - New • 3D Non-Volatile Memory 2018 ADVANCED PACKAGING o MARKET ANDTECHNOLOGY REPORT • Fan Out PackagingTechnologies and MarketTrends 2019 - Update • 3D TSV Integration and Monolithic Business Update 2019 - Update • Advanced RF SiP for Cellphones 2019 - Update • Status of Advanced Packaging 2019 - Update • Status of Advanced Substrates 2019 - Update • Panel Level PackagingTrends 2019 - Update • System in Package (SiP) Technology and Market Trends 2019 - New • Trends in Automotive Packaging 2018 • Thin-Film Integrated Passive Devices 2018 o STRUCTURE, PROCESS COST REPORT • Advanced RF SiP for Cellphones Comparison 2019 Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
  • 53. 49 OUR 2019 REPORTS COLLECTION (4/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape SEMICONDUCTOR MANUFACTURING o MARKET ANDTECHNOLOGY REPORT • Nano Imprint Lithography 2019 - New • Equipment and Materials for Fan Out Packaging 2019 - Update • Equipment for More than Moore:Thin Film Deposition Etching 2019 - New • Wafer Starts for More Than Moore Applications 2018 • Polymeric Materials atWafer-Level for Advanced Packaging 2018 • Bonding and Lithography Equipment Market for More than Moore Devices 2018 o STRUCTURE, PROCESS COST REPORT • Wafer Bonding Comparison 2018 o PATENT REPORT • Hybrid Bonding for 3D Stack 2019 – New SOLID STATE LIGHTING o MARKET ANDTECHNOLOGY REPORT • Status of the Solid State Light Source Industry 2019 - New • Edge Emitting Lasers (EELS) 2019 - New • Light Shaping Technologies 2019 - New • Automotive Advanced Front Lighting Systems 2019 - New • VCSELs - Technology, Industry and MarketTrends 2019 - Update • IR LEDs and Laser Diodes – Technology,Applications, and Industry Trends 2018 • Automotive Lighting 2018:Technology, Industry and MarketTrends • UV LEDs - Technology, Manufacturing and ApplicationTrends 2018 • LiFi:Technology, Industry and MarketTrends 2018 o STRUCTURE, PROCESS COST REPORT • VCSEL Comparison 2019 o PATENT REPORT • VCSELs 2018 DISPLAY o MARKET ANDTECHNOLOGY REPORT • Next Generation 3D Display 2019 - New • Next Generation Human Machine Interaction (HMI)in Displays 2019 - New • Micro-and Mini-LED Displays 2019 - Update • Technologies And Markets for Next Generation Televisions • Displays OpticalVision Systems forVR,AR MR 2018 o PATENT REPORT • MicroLED Displays : Intellectual Property Landscape 2018 Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
  • 54. 50 OUR 2019 REPORTS COLLECTION (5/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape POWER ELECTRONICS o MARKET ANDTECHNOLOGY REPORT • Power SiC: Materials, Devices and Applications 2019 - Update • Power Electronics for EV/HEV and e-mobility: Market, Innovations and Trends 2019 - Update • Status of the Power Electronics Industry 2019 - Update • Discrete Power Packaging : Material Market and Technology Trends 2019 - New • Status of the Power ICs Industry 2019 - Update • Status of the Passive Components for the Power Electronics Industry 2019 - Update • Status of the Inverter Industry 2019 - Update • Status of the Power Module Packaging Industry 2019 - Update • Wireless Charging Market Expectations and Technology Trends 2018 • Power GaN 2018: Epitaxy, Devices,Applications and Technology Trends o STRUCTURE, PROCESS COST REPORT • Automotive Power Module Packaging Comparison 2018 • GaN-on-Silicon Transistor Comparison 2019 • SiC Transistor Comparison 2019 o PATENT REPORT • Power SiC : Materials, Devices and Modules 2019 - New • Power GaN : Materials, Devices and Modules 2019 – Update BATTERY ENERGY MANAGEMENT o MARKET ANDTECHNOLOGY REPORT • Status of the Rechargeable Li-ion Battery Industry 2019 - New • Li-ion Battery Packs for Automotive and Stationary Storage Applications 2019 - Update o PATENT REPORT • Battery Energy Density Increase: Materials and EmergingTechnologies 2019 - New • Solid-State Batteries 2019 - New • Status of the Battery Patents 2018 COMPOUND SEMI. o MARKET ANDTECHNOLOGY REPORT • Emerging Compound Semiconductor Market Technology Trends 2019 - New • Status of the Compound Semiconductor Industry 2019 - New • InP Materials, Devices and Applications 2019 - New • GaAsWafer and Epiwafer Market: RF, Photonics, LED and PV Applications 2018 o PATENT REPORT • GaN-on-Silicon Substrate: Materials, Devices and Applications 2019 - Update Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
  • 55. 51 OUR 2019 MONITORS COLLECTION (1/2) Get the most updated overview of your market to monitor your strategy Yole Développement, System Plus Consulting and KnowMade, all part of the Yole Group of Companies, are launching a collection of 10 monitors in 2019. The monitors aim to provide updated market, technology and patent data as well dedicated quarterly analyses of the evolution in your industry over the previous 12 months. Furthermore, you can benefit from direct access to the analyst for an on-demand QA and discussion session regarding trend analyses, forecasts and breaking news. Topics covered will be compact camera modules (CCMs), advanced packaging, compound semiconductors, microfluidics, batteries, RF and memory. MARKET MONITOR byYole Développement A FULL PACKAGE: The monitors will provide the evolution of the market in units, wafer area and revenues. They will also offer insights into what is driving the business and a close look at what is happening will also be covered in it. The following deliverables will be included in the monitors: • An Excel database with all historical and forecast data • A PDF slide deck with graphs and comments/analyses covering the expected evolutions o ADVANCED PACKAGING – NEW This monitor will provide the evolution of the advanced packaging platforms. It will cover Fan-Out Wafer Level Packaging (WLP), Fan-Out Panel Level Packaging (PLP), Wafer-Level Chip Scale Packaging (WLCSP), Flip Chip packaging platforms, and 2.5D and 3D Through Silicon Via (TSV) integration. Frequency: Quarterly, starting from Q3 2019 o COMPOUND SEMI. – NEW This monitor will describe how the compound semiconductor industry is evolving. It will offer a close look at GaAs, InP, SiC, GaN and other compounds of interest providing wafer volumes, revenues, application breakdowns and momentum. Frequency: Quarterly, starting from Q3 2019 o CAMERA MODULE – NEW This monitor will provide the evolution of the imaging industry, with a close look at image sensor, camera module, lens and VCM. Volumes, revenues and momentum of companies like Sony, Samsung, Omnivision and OnSemi will thus be analysed. Frequency: Quarterly, starting from Q3 2019 o MEMORY – UPDATE For the memory industry you can have access to a quaterly monitor, as well as an additional service, a monthly pricing. Both services can be bought seprately: • DRAM Service: Including a quarterly monitor and monthly pricing. • NAND Service: Including a quarterly monitor and monthly pricing. REVERSETECHNOLOGY MONITOR by System Plus Consulting o SMARTPHONES – NEW To stay updated on the latest components, packaging and silicon chip choices of the smartphone makers, System Plus Consulting has created its first Smartphone Reverse Technology monitor. This year, get access to the packaging and silicon content database of at least 20 different flagship smartphones – more than five per quarter. Starting at the beginning of 2019, the monitor will include an Excel database report for each phone and a quarterly comparison. About Yole Développement | www.yole.fr | ©2019
  • 56. 52 OUR 2019 MONITORS COLLECTION (2/2) Get the most updated overview of your market to monitor your strategy PATENT MONITOR by KnowMade A FULL PACKAGE: Starting at the beginning of the year, the KnowMade monitors include the following deliverables: • An Excel file including the monthly IP database of: • New patent applications • Newly granted patents • Expired or abandoned patents • Transfer of IP rights through re-assignment and licensing • Patent litigation and opposition • Quarterly report including a PDF slide deck with the key facts figures of the quarter: IP trends over the three last months, with a close look to key IP players and key patented technologies. o GaN for Power RF Electronics Wafers and epiwafers, GaN-on-SiC, silicon, sapphire or diamond, semiconductor devices such as transistors, and diodes, devices and applications including converters, rectifiers, switches, amplifiers, filters, and Monolothic Microwave Integrated Circuits (MMICs), packaging, modules and systems. o GaN for Optoelectronics Photonics Wafers and epiwafers, GaN-on-sapphire, SiC or silicon; semiconductor devices such as LEDs and lasers; and applications including lighting, display, visible communication, photonics, packaging, modules and systems. o Li-ion Batteries Anodes made of lithium metal, silicon, and lithium titanate (LTO); cathodes made of Lithium Iron Phosphate (LFP), Nickel-Manganese-Cobalt (NMC), Lithium Nickel Cobalt Aluminium Oxide (NCA), Lithium Nickel Metal Dioxide (LiNiMO2), Lithium Metal Phosphate (LiMPO4), and Lithium Metal Tetroxide (LiMO4); electrolytes including liquid, polymer/gel, and solid inorganics; ceramic and other separators; battery cells including thin film/microbattery, flexible, cylindrical and prismatic; and battery packs and systems. o Post Li-ion Batteries Battery technologies including redox-flow batteries, sodium-ion, lithiumsulfur, lithium- air, and magnesium-ion, and their supply chains, including electrodes, electrolytes, battery cells and battery packs/systems. o Solid-State Batteries Supply chain including electrodes, battery cells, battery packs/systems and electrolytes, including polymer, inorganic and inorganic/polymer, inorganic materials, including argyrodites, LIthium Super Ionic CONductor, (LISICONs), Thio-LISICONs, sulfide glasses, oxide glasses, perovskites, anti-perovskites and garnets. o RF Acoustic Wave Filters Including Surface Acoustic Wave (SAW), Temperature Compensated (TC)- SAW, Bulk Acoustic Wave- Free-standing Bulk Acoustic Resonator (BAWFBAR), BAW-Solidly- Mounted Resonator (BAW-SMR), and Packaging. o RF Power Amplifiers Including Low Noise Amplifiers, Doherty Amplifiers, Packaging, and Millimeter-Wave technology. o RF Front-End Modules o Microfluidics From components to chips and systems, including all applications. About Yole Développement | www.yole.fr | ©2019
  • 57. 53 I-MICRONEWS MEDIA To meet the growing demand for market, technological and business information, i-Micronews Media integrates several tools able to reach each individual contact within its network. We will ensure your company benefits from this ONLINE ONSITE INPERSON i-Micronews e-newsletter i-Micronews.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. #15,800+ monthly unique visitors on i-Micronews.com #10,900+ weekly readers of i-Micronews e-newsletter #110 attendees on average #7+ key events planned for 2019 on different topics #380 registrants per webcast on average to gain new leads for your business Contact: CamilleVeyrier (veyrier@yole.fr), Marketing Communication Director About Yole Développement | www.yole.fr | ©2019
  • 58. 54 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 • ChrisYouman, Senior Sales Director for Eastern US Canada Email: chris.youman@yole.fr – +1 919 607 9839 • Japan Rest of Asia: • Takashi Onozawa, General Manager,Asia Business Development (India ROA) Email: onozawa@yole.fr - +81 34405-9204 • Miho Othake, Account Manager (Japan) Email: ohtake@yole.fr - +81 3 4405 9204 • Itsuyo Oshiba, Account Manager (Japan Singapore) Email: oshiba@yole.fr - +81-80-3577-3042 • Korea: Peter Ok, Business Development Director Email: peter.ok@yole.fr - +82 10 4089 0233 • Greater China: Mavis Wang, Director of Greater China Business Development Email: wang@yole.fr - +886 979 336 809 • Europe: Lizzie Levenez, EMEA Business Development Manager Email: levenez@yole.fr - +49 15 123 544 182 • RoW: Jean-Christophe Eloy, CEO President,Yole Développement Email eloy@yole.fr - +33 4 72 83 01 80 o FINANCIAL SERVICES (in partnership withWoodside Capital Partners) • Jean-Christophe Eloy, CEO President Email: eloy@yole.fr - +33 4 72 83 01 80 • Ivan Donaldson,VP of Financial Market Development Email: ivan.donaldson@yole.fr - +1 208 850 3914 o CUSTOM PROJECT SERVICES • Jérome Azémar,Technical Project Development Director Email: azemar@yole.fr - +33 6 27 68 69 33 o GENERAL • CamilleVeyrier, Director, Marketing Communication Email: veyrier@yole.fr - +33 472 83 01 01 • Sandrine Leroy, Director, Public Relations Email: leroy@yole.fr - +33 4 72 83 01 89 / +33 6 33 11 61 55 • Email: info@yole.fr - +33 4 72 83 01 80 Follow us on