Uncooled Infrared Imagers Technology and Market Trends 2017 Report by Yole Developpement

From Technologies to Market

Sample

Uncooled

Infrared Imagers

Technology &

Market Trends

2017

August 2017

2

TABLE OF CONTENTS

Glossary, definitions, scope & report objectives 4

Executive summary 9

Introduction 34

Uncooled thermal imaging camera market analysis 44

Focus on applications 54

Thermography 55

Surveillance 58

Automotive 60

Fire fighting, PVS, marine drones 62

Defense 64

Autonomous cars, smartphone & new applications scenario 66

Players 78

Market shares 79

Geographical manufacturing breakdown 89

M&A 90

Supply chains 93

China focus 99

Uncooled thermal imaging technological trends 102

Sensor to camera cost breakdown 103

IR camera supply chain 104

Materials 108

Manufacturing 109

Pixel pitch 113

Packaging 116

IR optics 122

Electronics & software 128

Examples of cost structure breakdown 135

Conclusions 143

Yole Presentation 147

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REPORT OBJECTIVES

• Market data on key uncooled infrared imaging market metrics & dynamics:• Uncooled infrared imaging system sales in units & revenue by market segment: 11 market segments• Uncooled infrared imager sales in units & revenue by market segment• Market share at uncooled infrared imager level

• In-depth analysis of traditional uncooled IR imaging applications: thermography, automotive, surveillance,firefighting, PVS, marine and military.

• Scenario for a wide diffusion of uncooled IR imagers in smartphones and autonomous cars.

• Key technical insights into future technology trends and challenges.

• An in-depth understanding of IR imaging value chain, infrastructure and players:• Who are the industrial IR sensor players (IDMs, foundries) and what is their market and technological position?• More generally, who are the key players to watch and how will the IR imaging market evolve?

• In-depth analysis of IR cores and cameras cost structure and forecast (lenses, packaging, ROIC …)

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4

COMPARISON WITH THE 2016 REPORT

What we got right, what we got wrong

• What we got right:

• Micro bolometers are still struggling penetrating the automotive market. The question whether micro bolometers will be

necessary for autonomous driving is still open.

• Increasing uncooled IR activities in China with first products developed and manufactured in-house.

• Strong market demand in China.

• PVS and fire fighting markets still grow.

• FLIR and ULIS still dominate the microbolometers markets.

• What we got wrong:

• We revamped our forecasts and market shares to take into account the 1 million units Lepton from FLIR shipped in 3 years.

• The million units microbolometers will be shipped sooner than expected.

• We anticipated 10µm pixel pitch introduction that will be delayed.

©2017 | www.yole.fr | Uncooled Infrared Imagers | Sample

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2017 REPORT CHANGES

New content compared to the 2016 version

• Latest industry news and analysis of new market entrants and exits.

• Up-to-date analysis of 11 market segments (thermography, surveillance, automotive, smartphone,

personal vision systems…) with new “ruggedized smartphones” segment.

• Updated scenario for IR integration into smartphones.

• 2016 estimates of sensor manufacturers’ market share and evolution.

• Updated market forecasts (in $ and units) for the 2016-2022 period.

• Update of latest technological trends and ongoing developments.

• Comparison between microbolometer and other uncooled IR imaging technologies (pyro, thermopiles,

thermodiodes).

• Market analysis and forecast for cores (board electronics, packaging, lenses, assembly and test).

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IR DETECTORS & IMAGERS TECHNOLOGIES VERSUS APPLICATIONS

TechnologiesPyroelectric

Thermopiles ThermodiodesMicro

bolometersBulk Bulk, thin film Thin film CMOS

Pixels count 1 2x2 1x8 – 16x16 32x32 1x510 80x80 1 1x8 – 16x16 80x80 82x62

80x80 to

1024x768

(XVGA)

Pitch 170µ 100µ 90-200µ 60µ trend 100µ 17µ 12µ

Sensitivity ++ (crystal) / - (ceramic, tin film, CMOS) + + ++

Motion detection

Gas/fire detection

People counting

(retail, HVAC)

Spectroscopy

Temperature measure

Automotive

Smart building (light,

detection, HVAC …)

Surveillance, security

Thermography

Maritime

Firefighting

PVS

Smartphones

Defence

Cost (with lens) $1 $3$10 (HVAC) / $15 (Smart Buildings)

/ $30 (people counting retail) to $50$1500 $10 $1 $5 $30 $100 $100 to $100s

Microbolometers are challenged by thermopiles

Microbolometers are challenged by pyroelectric, thermopiles & thermodiodes

Microbolometers are challenged by thermopiles

Microbolometers are challenged by pyroelectric, thermopiles & thermodiodes

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UNCOOLED IR CAMERA FORECAST IN $M

In 2017, the uncooledLWIR camera market will bemore than$3B

• Commercial applications are about 70% of the total market value.

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UNCOOLED IR MARKET FORECAST 2017-2022

• Beginning of the arrow: 2017 market value

• End of the arrow: 2022 market value2017-22 CAGR

$M

5%

10%

15%

20%

100 1,000

Military

0%

10

Oth

er

co

mm

erc

ial

Ruggedized

smartphones

Plug

-in

PVS

Fire

fighting

Mari

tim

e

Car

Surveillance

Thermography

©2017 | www.yole.fr | Uncooled Infrared Imagers | Sample

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BREAKDOWN BY APPLICATION IN UNITS

Commercial applications will grow

• Thermal uncooled cameras market will be close to 1.8Munits by 2022.

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UNCOOLED IR IMAGERS 2015 AND 2016 MARKET SHARES

FLIR and ULIS are still the unchallenged leaders

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IR CAMERAS SUPPLY CHAIN

Connectors &

switches

Raw optical

material

ROIC Finished lensBolometer

ASICs

Board ICs

Packaging

Discretes and others

IR SENSOR

IR OPTICS

BOARD ELECTRONICSPACKAGING

ASSEMBLY,

HOUSING, TEST

& CALIBRATION

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ECOSYSTEM OF THE UNCOOLED IR CAMERA

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CMOS IMAGE SENSORVS. MICRO BOLOMETER IMAGE PROCESSING CHAIN (SIMPLIFIED)

Lens(es)Subject

Lens(es)

Subject

Imager: RGB

filter separates

light into colors

and converts into

electrical signal

Bolometer: pixel

temperature

raise is

converted into a

resistance

change.

ROIC &

ADC

Analog-to-

Digital

conversion

ROIC &

ADC

SENSOR

RA

W d

ata

Accumulate the

photocurrent from

each pixel and then

transfer the

resultant signal

onto output taps for

readout

ISP / IMAGE PROCESSING

Bri

ghtn

ess

White b

alan

ce

Shar

pness

Co

ntr

ast

TIFF data

JPEG

DISPLAY or

PROCESSOR

RA

W d

ata

ASIC / IMAGE

PROCESSING

DISPLAY or

PROCESSOR

Pix

el dete

ctco

rrect

ion

Pix

el dete

ctco

rrect

ion

Tem

pear

ture

corr

ect

ion

Fix

ed

Pat

tern

nois

e

Co

rrect

ion

Fix

ed

Pat

tern

nois

e

Co

rrect

ion

Co

mpre

ssio

n

MEMORY or

MCU

SENSOR

Co

mpre

ssio

n

MEMORY

WHERE

SOFTWARE ARE

IMPLEMENTED

FOR DATA

TREATMENT

(recognition,

counting …)

IR CORE*

VIS CAMERA MODULE*

H264

* Module refers to VIS while Core refers to

IR imaging. ©2017 | www.yole.fr | Uncooled Infrared Imagers | Sample

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EXAMPLE OF IR CAMERA COST STRUCTURE: AUTOLIV NIGHT VISION

• Based on a ISC0901 with17µ pitch, 336x256 with WLP.

• This is the microbolometer used in Quark 2.

Electronic board32%

IR sensor33%

Lenses29%

Housing1%

Assembly & test5%

Autoliv Night Vision

Complex optical structure with 2 Ge lenses and 2 windows accounts for a significant fraction of the cost.

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Over the past ten years, the uncooled infrared (IR) imaging market has been driven primarily by defense applications, then by commercial ones. Currently, growth comes through thermography, surveillance, personal vision systems (PVS) and security markets. But the high cost of the technology has restrained the use of microbolometers to niche/medium volume applications. The cost/performance ratio has not yet opened the way to consumer applications.

However, this is changing. Manufacturing costs are decreasing, with the introduction of new manufacturing processes such as wafer level optics, wafer level packaging, and silicon lenses. This, coupled with a growing public awareness for the benefits for infrared vision, is opening new doors. One example is the 2016 commercial success of FLIR’s CATS60, the first smartphone with infrared vision capability.

2016 was a good year for the microbolometer market. There were almost 900,000 uncooled IR camera shipments, worth $2.7B in revenues thanks to a dynamic commercial market and continued growth for military applications. Many commercial applications drove this growth, including thermography, surveillance, PVS and firefighting. In 2022, we estimate there will be 1.7M units shipped.

Thermography is still the leading commercial market by far, in both value and volume. We estimate that there will be 500,000 thermography units shipped annually by 2022. As camera prices continue to fall, with several new products below $1000, sales are growing.

Surveillance is another interesting market. Until recently, thermal cameras have primarily been used in high-end surveillance for critical and government infrastructure. New municipal and commercial applications with lower price points are now arising, including traffic, parking, power stations and photovoltaic planning. We estimate this market will grow at almost 17% over 2017-2022 to reach 300,000 units by 2022.

Night vision in cars, including autonomous vehicles, could boost the microbolometer market. Current vision systems use a combination of visible light, LIDAR and radar and can provide information about a vehicle’s surroundings. However, these systems are limited by certain factors, including available light and the need to discern the type of object detected, whether it’s a human, animal or an inanimate obstacle. Thermal imaging systems could sense, detect and identify obstacles even at long distances in the kilometer range, and in poor visibility at night and in bad weather. China is already a large market for automotive night vision, absorbing 25% of the total number of systems produced. In coming years, China will continue to account for a high share of this market.

Other commercial applications also paving the way to market growth include firefighting, PVS, maritime, drones and robots, smart buildings, smart homes and shops. The demand for PVS such as portable binoculars, monoculars and sights for rifles was significant in 2016. They are used in patrolling borders, law enforcement and increasingly for consumer outdoor use, including

UNCOOLED INFRARED IMAGERS Market & Technology report - August 2017

UNCOOLED IR IMAGERS ARE ON THEIR WAY TO MULTIPLE USES

A multitude of uses bring success to the uncooled IR imaging market

WHAT’S NEW• Latest industry news and analysis

of new market entries and exits• Up-to-date analysis of 11 market

segments including thermography, surveillance, automotive, smartphone and personal vision systems

• Updated scenario for IR integration into smartphones and autonomous cars

• Estimates of sensor manufacturers’ 2016 market shares and the future evolution of those figures

• Updated forecasts of market value and volumes for the 2016-2022 period

• Update of latest technological trends and ongoing developments

• Comparison between microbolometers and other uncooled IR imaging technologies such as pyroelectric sensors, thermopiles and thermodiodes

• Market analysis and forecast for imager cores including board electronics, packaging, lenses, assembly and test

2016-2022 uncooled infrared camera shipment forecast

0

0.5

1

1.5

2

2016 2017 2018 2019 2020 2021 2022

Commercial applications

Military applications

Ship

ped

units

in M

illio

n

(Yole Développement, August 2017)

UNCOOLED INFRARED IMAGERS

EVERY SEGMENT OF THE UNCOOLED INFRARED SUPPLY CHAIN IS GAINING MOMENTUM

While many suppliers are benefiting from the uncooled infrared imaging market, so too are foundries. Today, most key U.S. microbolometer manufacturers have moved production to large integrated circuit (IC) foundries whose 8” production lines reduce manufacturing costs and increase flexibility. By partnering with foundries, microbolometer players can benefit from semiconductor know-how and equipment. This is a significant step on the path to becoming a mainstream semiconductor device as happened for CMOS image sensors and MEMS microphones.

Lenses are critical elements of an uncooled infrared camera. Optics therefore account for a significant portion of infrared core costs in high-end applications such as military or surveillance. Whereas one or two lenses are generally used by cameras in low-end

markets, high-end cameras need up to five lenses, thus increasing the price significantly. And in the future, optics suppliers will play a greater role in the supply chain. Germanium has historically been the IR-transparent material used in thermal camera lenses. But over recent years it has been progressively replaced by chalcogenide molded glass in some low optical performance, short-range and price-sensitive applications like thermography, firefighting, automotive, surveillance, and smartphones. Cheaper infrared lenses are now possible using micro-machined silicon lenses like FLIR is using in its FLIR One.

Optics and electronics are the largest parts of a camera core and a future trend could be size reduction. Traditionally electronics are mounted on bulky printed circuit boards (PCBs). But using

The uncooled infrared imaging market is still controlled by a few players. Two of them hold more than 75% market share by volume: FLIR and ULIS. Both of them grew impressively in 2016.

ULIS achieved 30% revenue growth compared to 2015. Since its inception, the company has an average 20% growth per year. However, FLIR is still the unchallenged market leader. It has shipped a million Lepton core devices in three years, integrated in over 20 different products. Lepton is a key device that has contributed to FLIR’s success. But over recent

years, FLIR has developed a smart strategy to diffuse uncooled infrared imaging technology into a wide range of different products for different applications to ‘democratize’ it.

Besides FLIR and ULIS, many others players are also benefiting from IR imaging market growth:• SEEK Thermal has introduced its new, higher-

performance RevealPRO, and CompactPRO products as the company moves from consumer products to more high-end products.

• Players such as BAE Systems or Leonardo DRS are benefiting from the defense market growth cycle that could still last for a few more years.

• Newcomers are introducing their products, for example, Teledyne Dalsa released its first VOx microbolometers in 2017.

• Many companies in China are developing their own microbolometers. They do not produce large volumes today but the domestic market has great potential.

• On the other hand companies like Bosch, long involved in the MEMS and infrared businesses, have changed their strategies.

Where the market demands small arrays below 32x32 pixels, for smart home or buildings applications, microbolometers are not cost competitive. So thermopile and pyroelectric sensor suppliers are growing in this market segment. The companies benefiting include Excelitas, Heinmann Sensors, Omron, Melexis, Panasonic, for people counting and detection, and Fluke-Irisys, for low resolution thermography.

TWO LEADERS WITH DIFFERENT STRATEGIES, FACING MANY CHALLENGERS

mountain sports and hunting. The USA is the largest market by far because of its large hunting and law enforcement markets. Commercial Unmanned Aerial Vehicles represent an emerging thermal imaging business thanks to Size, Weight, and Power (SWaP) and cost reduction product trends. This interesting sector overlays the existing commercial IR market. It covers thermography for building inspection, agriculture, gas

imaging, surveillance, and pipeline inspection. Beyond these markets, a multitude of new applications could be developed around uncooled IR imaging technology including smart building energy control, swimming pool surveillance, and car driver monitoring. If we consider an optimistic scenario where an infrared camera is integrated into a smartphone, market volumes could reach almost 12 million units in 2022.

(Yole Développement, August 2017)

2016 microbolometer manufacturer market share

FLIR64,2%Ulis

16,7%

DRS4,5%

L3 Technologies1,2%

SEEK3,4%

BAE2,7%

Raytheon2,2%

Dali1,5%

SCD 1,1%

NEC0,5%

GWIC0,3%

I3 system0,2%

Magnity0,1%

Guide IR0,1%

Others(Heimann,Excelitas,

Fluke-Irisys)14%

2015(inner circle)

~720kunits

2016(external circle)

~860kunits

(Yole Développement, August 2017)

2016 microbolometer manufacturer market share

FLIR64,2%Ulis

16,7%

DRS4,5%

L3 Technologies1,2%

SEEK3,4%

BAE2,7%

Raytheon2,2%

Dali1,5%

SCD 1,1%

NEC0,5%

GWIC0,3%

I3 system0,2%

Magnity0,1%

Guide IR0,1%

Others(Heimann,Excelitas,

Fluke-Irisys)14%

2015(inner circle)

~720kunits

2016(external circle)

~860kunits

Find more details about

this report here:

MARKET & TECHNOLOGY REPORT

Glossary, definitions, scope and report objectives 4

Executive summary 9

Introduction 34

Uncooled thermal imaging camera market analysis 44

Focus on applications 54

> Thermography > Surveillance > Automotive > Firefighting, PVS, marine, drones > Defense > Autonomous cars, smartphone and new application

scenarios

Players 78

> Market shares > Geographical manufacturing breakdown

> M&A > Supply chains > China focus

Uncooled thermal imaging technological trends 102

> Cost breakdown: Sensor to camera > Module supply chain > Materials > Manufacturing > Pixel pitch > Packaging > IR optics > Electronics and software > Examples of cost structure breakdown

Conclusions 143

Yole presentation 147

TABLE OF CONTENTS (complete content on i-Micronews.com)

COMPANIES CITED IN THE REPORT (non exhaustive list)Armasight, Autoliv, Avio, BAE Systems, Bosch, Cypress, DALI, Dewalt, DRS, Excelitas, Fisba, FLIR, Fluke, Guide Infrared, GWIC, Heimann Sensors, i3s, Jenoptik, Keysight, Kyocera Optec, L3, LightPath, Magnity, NXP, Omron, ON Semiconductor, Opgal, Ophir, Panasonic, Pelco, Plessey, Qioptiq, Raytheon, rpo, Samsung, Satir, SCD, Schott, Tamron, Teledyne Dalsa, TowerJazz, TSMC, ULIRvision, ULIS, Umicore, Vitron, X FAB and many more.

• Status of the MEMS Industry 2017• Autoliv’s 3rd Generation Automotive

Night Vision Camera with FLIR’s ISC0901 Microbolometer

• FLIR One 2nd Generation & FLIR LEPTON 3 IR Camera Core

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AUTHORDr. Eric Mounier has a PhD in microelectronics from the INPG in Grenoble. He previously worked at CEA LETI R&D lab in Grenoble, France in marketing dept. Since 1998 he is a cofounder of Yole Développement, a market research company based in France. At Yole Développement, Dr. Eric Mounier is in charge of market analysis for MEMS & Sensors, visible and IR imagers (CIS, microbolometers), semiconductors, printed electronics and photonics (e.g. Silicon photonics). He has contributed to more than 200 marketing & technological analysis and 100 reports. Eric is also an expert at the OMNT (“Observatoire des Micro & Nanotechnologies”) for Optics.

KEY FEATURES OF THE REPORT Get the sample of the report on www.i-Micronews.com• Market data on key uncooled

infrared imaging market metrics and dynamics: > Uncooled infrared imaging system

sales in units and revenue for more than ten market segments

> Uncooled infrared imager sales volumes and value by market segment

> Market share at uncooled infrared imager level

• In-depth analysis of traditional uncooled IR imaging applications including thermography, automotive, surveillance, firefighting, PVS, marine and military

• Scenario for wide diffusion of uncooled IR imagers in smartphones and autonomous cars

• Key technical insights into future technology trends and challenges

• An in-depth understanding of IR imaging value chain, infrastructure and players:> Who are the industrial IR sensor

players, including integrated device manufacturers and foundries, and what are their market and technological positions?

> More generally, who are the key players to watch, and how will the IR imaging market evolve?

• In-depth analysis of IR core and camera cost structures and forecasts including lenses, packaging and readout integrated circuits

an application specific integrated circuit (ASIC) stacked below the PCB, as FLIR does in its Lepton core, reduces the size significantly. It opens the way to further 3D integration, as through-silicon vias (TSVs) could be used to connect the ASIC and microbolometer. TSVs are already used to connect readout ICs (ROICs) and sensors. Using

a smartphone’s processing power could also reduce the amount of electronics in the camera core.

By 2022, we estimate the ecosystem for uncooled IR cameras will be worth $1.6B, excluding sales margins.

(Yole Développement, August 2017)

Ecosystem of uncooled IR cameras

2016 2022

US$945M*

US$1,575M* CAGR +8.9%

Bolometer

ROIC

IR lenses

Board electronics

Assembly, test & calibration

Packaging

$16M

$26M 9.1% CAGR

$238M $407M

9.3% CAGR

$286M 9.1% CAGR

$162M

$49M

$96M 12% CAGR

$102M 6% CAGR

$72M

$660M 8% CAGR

$420M

* Excluding seller margins

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Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services. With a strong focus on emerging applications using silicon and/or micro manufacturing, the Yole Développement group has expanded to include more than 50 collaborators worldwide covering MEMS, Compound Semiconductors, LED, Displays, Image Sensors, Optoelectronics, Microfluidics & Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics and Batteries & Energy Management.The “More than Moore” company Yole and its partners System Plus Consulting, Blumorpho, KnowMade and PISEO support industrial companies, investors and R&D organizations worldwide to help them understand markets and follow technology trends to develop their business.

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24©2017 | www.yole.fr | About Yole Développement

o Yole Développement publishes a comprehensive collection of market & technology reports and patent analysis in:

• MEMS & Sensors

• RF devices & technologies

• Imaging

• Medical technologies (MedTech)

• Photonics

• Advanced packaging

• Manufacturing

• Advanced substrates

• Power electronics

• Batteries and energy management

• Compound semiconductors

• Solid state lighting

• Displays

o You are looking for:

• An analysis of your product market

• A review of your competitors evolution

• An understanding of your manufacturing and production costs

• An understanding of your industry technology roadmap and related IPs

• A clear view on the evolution of the supply chain

The combined team of 60+ experts (PhDs, MBAs, industry veterans…) from Yole Développement, System Plus Consulting and KnowMade, collect information, identifythe trends, the challenges, the emerging markets, the competitive environments and turn it into results to give you a complete picture of your industry landscape.

In the past 19 years, we worked on more than 2 000 projects, interacting with technology professional and high level opinion makers from the main players of theindustry.

o Every year, Yole Développement, System Plus Consulting and Knowmade publish +120 reports. Gain full benefit from our Bundle and Annual Subscription offers.

REPORTS COLLECTION

www.i-Micronews.com

25©2017 | www.yole.fr | About Yole Développement

OUR 2017 REPORTS PLANNING (1/2)

MARKET AND TECHNOLOGY REPORTS by Yole Développement

o MEMS & SENSORS

− Acoustic MEMS and Audio Solutions 2017

− 3D Imaging & Sensing 2017

− Microspectrometers Markets and Applications 2017

− Status of the MEMS Industry 2017*

− MEMS & Sensors for Automotive 2017

− High End Inertial Sensors for Defense and Industrial Applications 2017*

− Magnetic Sensors Market and Technologies 2017

− Sensors and Sensing Modules for Smart Homes and Buildings 2017

− Sensing and Display for AR/VR/MR 2017

− MEMS Packaging 2017

− Fingerprint Sensor Applications and Technologies - Consumer Market Focus 2017

o RF DEVICES AND TECHNOLOGIES

− RF Front End Modules and Components for Cellphones 2017

− Advanced RF SiP for Cellphones 2017

− 5G and Beyond (Vol 1): Impact on RF Industry, from Infrastructure to Terminals

2017

− 5G and Beyond (Vol 2): RF Materials Platform, from Infrastructure to Terminals

2017

− RF Technologies for Automotive Applications 2017

− GaN and Si LDMOS Market and Technology Trends for RF Power 2017

o MANUFACTURING

− Glass Substrate Manufacturing 2017

− Equipment & Materials for Fan Out Technology 2017

− Equipment and Materials for 3D TSV Applications 2017

− Emerging Non Volatile Memories 2017*

o MEDTECH

− Status of the Microfluidics Industry 2017

− Solid State Medical Imaging 2017

− Connected Medical Devices: the Internet of Medical Things 2017

− Sensors for Medical Robotics 2017

− Artificial Organs: Market & Technology Analysis 2017

− Organs-on-a Chip 2017

o ADVANCED PACKAGING

− Advanced Substrates Overview 2017

− Status of the Advanced Packaging Industry 2017

− Fan Out Packaging: Market & Technology Trends 2017*

− 3D Business Update: Market & Technology Trends 2017*

− Advanced QFN: Market & Technology Trends 2017**

− Inspection and Metrology for Advanced Packaging Platform 2017**

− MEMS Packaging 2017

− Advanced Packaging for Memories 2017

− Advanced RF SiP for Cellphones 2017

− Power Packaging Market and Technology Trends 2017

− Embedded Die Packaging: Technologies and Markets Trends 2017

o IMAGING & OPTOELECTRONICS

− 3D Imaging & Sensing 2017

− Status of the CMOS Image Sensor Industry 2017*

− Camera Module for Consumer and Automotive Applications 2017*

− Uncooled Infrared Imaging Technology & Market Trends 2017*

− Solid State Medical Imaging 2017

o BATTERY AND ENERGY MANAGEMENT

− Status of Battery Industry for Stationary, Automotive and Consumer Applications

*2016 version still available / **To be confirmed

26©2017 | www.yole.fr | About Yole Développement

OUR 2017 REPORTS PLANNING (2/2)o POWER ELECTRONICS

− Status of Power Electronics Industry 2017*

− Silicon Power Mosfet: Market and Technology Trends 2017

− IGBT Market and Technology Trends 2017

− Power Packaging Market and Technology Trends 2017

− Power SiC 2017: Materials, Devices, and Applications*

− Power GaN 2017: Materials, Devices, and Applications*

− Materials Market Opportunities for Cellphone Thermal Management (Battery

Cooling, Fast Charging, Data Processing, Battery Cooling, etc.) 2017

− Gate Driver Market and Technology Trends 2017

− Power Management ICs Market Quarterly Update 2017

− Power Electronics for Electrical Aircraft, Rail and Buses 2017**

− Thermal Management for LED and Power 2017

o COMPOUND SEMICONDUCTORS

− Power SiC 2017: Materials, Devices, and Applications*

− Power GaN 2017: Materials, Devices, and Applications*

− GaN and Si LDMOS Market and Technology Trends for RF Power 2017

− 5G and Beyond (Vol 2): RF Materials Platform, from Infrastructure to Terminals

2017

− Bulk GaN Substrate Market 2017

o DISPLAYS

− MicroLED Displays 2017

− Display for Augmented Reality, Virtual Reality and Mixed Reality 2017

− Quantum Dots for Display Applications 2017

− Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays

− Organic Thin Film Transistor 2016: Flexible Displays and Other Applications

− Automotive Lighting 2017 - Technology, Industry and Market Trends

o SOLID STATE LIGHTING

− UV LEDs 2017 - Technology, Manufacturing and Application Trends*

− Horticultural Lighting 2017 - Technology, Industry and Market Trends

− Automotive Lighting 2017 - Technology, Industry and Market Trends*

− Active Imaging and Lidar 2017 (Vol 2) - IR Lighting**

− LED Lighting Module 2017 - Technology, Industry and Market Trends

− IR LEDs and Lasers - Technology Applications and Industry Trends 2017

− Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays

− MicroLED Displays 2017

− CSP LED Lighting Module 2017

− LED Packaging 2017

− Thermal Management for LED and Power 2017

PATENT ANALYSIS by Knowmade

− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping 2017

− Patent Licensing Companies in the Semiconductor Market - Patent Litigation

− Risk and Potential Targets 2017

− MEMS Microphone: Patent Landscape Analysis 2017

− MEMS Microphone: Knowles’ Patent Portfolio Analysis 2017

− Microbolometer: Patents Used in Products 2017

− Microfluidic Technologies for Diagnostic Applications Patent Landscape 2017

− Micropumps: Patent Landscape Analysis 2017

− GaN Technology: Top-100 IP Profiles 2017

− MicroLEDs: Patent Landscape Analysis 2017

− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping 2017

− Uncooled Infrared Imaging: Patent Landscape Analysis 2017

− 3D Monolithic Memory: Patent Landscape Analysis 2017

TEARDOWN & REVERSE COSTING by System Plus Consulting More than 60 teardowns and reverse costing analysis and cost simulation tools to be

published in 2017.*2016 version still available / **To be confirmed

27©2017 | www.yole.fr | About Yole Développement

OUR 2016 PUBLISHED REPORTS LIST (1/2)

MARKET AND TECHNOLOGY REPORTS by Yole Développement

o MEMS & SENSORS

− Gas Sensors Technology and Market 2016

− Status of the MEMs Industry 2016

− Sensors for Cellphones and Tablets 2016

− Market and Technology Trends of Inkjet Printheads 2016

− Sensors for Biometry and Recognition 2016

− Silicon Photonics 2016

o IMAGING & OPTOELECTRONICS

− Status of the CMOS Image Sensor Industry 2016

− Uncooled Infrared Imaging Technology & Market Trends 2016

− Imaging Technologies for Automotive 2016

− Sensors for Drones & Robots: Market Opportunities and Technology Evolution 2016

o MEDTECH

− BioMEMS 2016

− Point of Care Testing 2016: Application of Microfluidic Technologies

o ADVANCED PACKAGING

− Embedded Die Packaging: Technology and Market Trends 2017

− 2.5D & 3D IC TSV Interconnect for Advanced Packaging: Business Update 2016

− Fan-Out: Technologies and Market Trends 2016

− Fan-In Packaging: Business update 2016

− Status and Prospects for the Advanced Packaging Industry in China 2016

o MANUFACTURING

− Thin Wafer Processing and Dicing Equipment Market 2016

− Emerging Non Volatile Memories 2016

o COMPOUND SEMICONDUCTORS

− Power GaN 2016: Epitaxy and Devices, Applications and Technology Trends

− GaN RF Devices Market: Applications, Players, Technology and substrates 2016

− Sapphire Applications & Market 2016: from LED to Consumer Electronics

− Power SiC 2016: Materials, Devices, Modules, and Applications

o LED

− UV LED Technology, Manufacturing and Applications Trends 2016

− OLED for Lighting 2016 – Technology, Industry and Market Trends

− Automotive Lighting: Technology, Industry and Market Trends 2016

− Thermal Management Technology and Market Perspectives in Power Electronics and

LEDs 2017

− Organic Thin Film Transistor 2016: Flexible Displays and Other Applications

− Sapphire Applications & Market 2016: from LED to Consumer Electronics

− LED Packaging 2017: Market, Technology and Industry Landscape

o POWER ELECTRONICS

− Power Electronics for EV/HEV 2016: Market, Innovations and Trends

− Status of Power Electronics Industry 2016

− Passive Components Technologies and Market Trends for Power Electronics 2016

− Power SiC 2016: Materials, Devices, Modules, and Applications

− Power GaN 2016: Epitaxy and Devices, Applications, and Technology Trends

− Inverter Technologies Trends & Market Expectations 2016

− Opportunities for Power Electronics in Renewable Electricity Generation 2016

− Thermal Management Technology and Market Perspectives in Power Electronics and

LEDs 2017

− GaN RF Devices Market: Applications, Players, Technology and substrates 2016

o BATTERY AND ENERGY MANAGEMENT

− Beyond Li-ion Batteries: Present and Future Li-ion Technology Challengers 2016

− Stationary Storage and Automotive Li-ion Battery Packs 2016

− Opportunities for Power Electronics in Renewable Electricity Generation 2016

28©2017 | www.yole.fr | About Yole Développement

OUR 2016 PUBLISHED REPORTS LIST (2/2)

PATENT ANALYSIS by Knowmade

− Microbattery Patent Landscape Analysis

− Miniaturized Gas Sensors Patent Landscape Analysis

− 3D Cell Culture Technologies Patent Landscape

− Phosphors and QDs for LED Applications Patent Landscape

− TSV Stacked Memory Patent Landscape

− Fan-Out Wafer Level Packaging Patent Landscape Analysis

TEARDOWN & REVERSE COSTING by System Plus Consulting More than 45 teardowns and reverse costing analysis and cost simulation tools published

in 2016.

MORE INFORMATION

o All the published reports from the Yole Group of Companies are available on our website

www.i-Micronews.com.

o Ask for our Bundle and Annual Subscription offers: With our bundle offer, you choose the

number of reports you are interested in and select the related offer. You then have up to 12

months to select the required reports from the Yole Développement, System Plus Consulting

and KnowMade offering. Pay once and receive the reports automatically (multi-user format).

Contact your sales team according to your location (see the last slide).

29©2017 | www.yole.fr | About Yole Développement

MICRONEWS MEDIA

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30©2017 | www.yole.fr | About Yole Développement

CONTACT INFORMATION

o CONSULTING AND SPECIFIC ANALYSIS

• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: [email protected] – +1 31 06 008 267

• Japan & Rest of Asia: Takashi Onozawa, General Manager, Asia Business DevelopmentEmail: [email protected] - +81 3 4405 9204

• Greater China: Mavis Wang, Director of Greater China Business DevelopmentEmail: [email protected] - +886 979 336 809

• RoW: Jean-Christophe Eloy, CEO & President, Yole DéveloppementEmail [email protected] - +33 4 72 83 01 80

o REPORT BUSINESS

• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: [email protected] – +1 31 06 008 267

• Europe: Lizzie Levenez, EMEA Business Development ManagerEmail: [email protected] - +49 15 123 544 182

• Rest of Asia: Takashi Onozawa, General Manager, Asia Business DevelopmentEmail: [email protected] - +81 3 4405 9204

• Japan & Asia: Miho Othake, Account ManagerEmail: [email protected] - +81 3 4405 9204

• Greater China: Mavis Wang, Director of Greater China Business DevelopmentEmail: [email protected] - +886 979 336 809

o FINANCIAL SERVICES

• Jean-Christophe Eloy, CEO & PresidentEmail: [email protected] - +33 4 72 83 01 80

o GENERAL

• Public Relations: [email protected] - +33 4 72 83 01 89

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