MEMS & Sensors for Automotive

Transcription

1 From Technologies to Market MEMS & Sensors for Automotive Sample August 2017

2 REPORT SCOPE MEMS, Sensors and imaging sensors for automotive Impact of autonomous & electrification trends Only sensors dedicated to automotive Connected vehicle & infrastructure Data management Not included in the report MEMS & Sensors for automotive Sample 2

3 METHODOLOGIES & DEFINITIONS Yole s market forecast model is based on the following elementary structured blocks: Yole s analysis framework MEMS & Sensors for automotive Sample 3

4 COMPANIES CITED IN THIS REPORT Acura, ADI, Alfa Romeo, Allegro, Alphabet, Amphenol, ASC, Apple, Audi, Autoliv, Avis, Baojun, BMW, Bosch, Buck, Buggati, Cadillac, Chevrolet, Citroën, Continental, Dacia, Daimler, Delphi, Denso, Dodge, DS, FAW, Ferrari, Fiat, Ford, Geely, GM, GMC, Google, Harman, Holden, Honda, Hyundai, Infineon, Infiniti, Intel Mobileye, Jaguar, Jeep, Kia, Knowles Lamborghini, Lancia, Land Rover, Lincoln, Luminar, Magna, Maserati, Mercedes, MG, Mini, Murata, Nissan, Nvidia, NXP, ON Semi, ON Star, Opel, Paragon, Peugeot, Porsche, PSA, Quanergy, RAM, Renault, Roewe, Rolls Royce, SAIC, Samsung, Seat, Sensata, Sensitec, Skoda, Smart, STMicroelectronics, Tata, TDK-Invensense, TDK-Micronas, TE Connectivity, Uber, Valeo, Velodyne, Volkswagen, Volvo, Wulling and more MEMS & Sensors for automotive Sample 4

5 AUTOMOTIVE EVOLUTION From Ford T to autonomous vehicles Technology x Market Penetration Disruption? The Automobile s Evolution Automation could be the next disruption. Industrialization phase The electric car matures Low-expectation cars fulfilling a new plane of consumption needs Electronics invade cars New use case Yole Développement September years years years years years MEMS & Sensors for automotive Sample 5

6 2017 AUTOMOTIVE LANDSCAPE MAJOR PLAYERS REVENUE (ESTIMATED) ~$2.3T Automotive Market value MEMS & Sensors for automotive Sample 6

7 HOW SIGNIFICANT IS THE AUTOMOTIVE INDUSTRY? x2 $2.3T CAGR +2.7% 96M units ASP $24,000 Two industries controlled by giant companies with ~$250B in revenue $1.2T CAGR +4.4% 3,046M units ASP $374 $250B Automotive sensors CAGR +13% 4.3Bunits ASP $2.5 $142B $11B Automotive electronics CAGR +7% 96M units ASP $1, MEMS & Sensors for automotive Sample 7

8 THE TWO BIG TRENDS FOR VEHICLES Automation Automated vehicles sold ~1-2 Mu in 2022 ~5Mu in 2027 Level 3* The electrification should be the driving market in the next 5 years. However automation is guiding the innovations. Thermal Vehicles EV/HEV/Hybrids Electrification** Mu Vehicles 105 Mu Vehicles Non-thermal vehicles sold ~14Mu in 2022 ~25-30Mu in 2027 Level 3 = Hands-off* / Include hybrids** MEMS & Sensors for automotive Sample 8

9 SENSORS IN AUTOMOTIVE 3 MAIN CATEGORIES OF SENSORS Powertrain/Engine management Oil Pressure sensor, MAP, Fuel Tank pressure, BAP, Turbo Boost, Secondary Air Valve, EGR, Oil Transmission, NO x, Lambda Probe, Throttle, Cam, EPB, Gear position, Torque Comfort Comfort Air conditioning, Particle filter, Suspension, GPS, Air classification, Magnetometer, Chassis position, 3D monitoring, 3D gesture recognition, Parking assist Engine Management Safety Safety Vacuum boost, TPMS, Dynamic Brake, Side airbags, Pedestrian protection, Roll Over, pedals accelerations, brake accelerations, wheel speed, Backward Cam, Side Mirror, ADAS, Rain Detection, SRR & LRR MEMS & Sensors for automotive Sample 9

10 SENSORS CATEGORY Up to 100 sensors SAFETY ABS Vacuum boost Side Airbags Pedestrian protection Occupant detection TPMS Roll Over Camera backup LDW Rain detection LiDAR Collision avoidance (LRR) Side mirrors Night vision Camera 360 3D monitoring Pedal position Brake Acceleration Wheel speed POWERTRAIN GDI Oil Pressure MAP Fuel Line BAP Common rail Fuel tank Urea Cylinder Turbo EGR Secondary Valve Oil transmission Knock Throttle position Cam/Crank (P/S) EPB Turbo position Gear position Torque NO x Lambda probe COMFORT Air conditioning Particulate filter Pinch protection continuous variable Pulley Active suspension GPS Hands free (µphones) Dash Cam 3D recognition Parking aid (SRR) Air classification GPS Chassis/Seat/Steering position MEMS & Sensors for automotive Sample 10

11 SAFETY: THE ETERNAL FOCUS Safety Comfort Each of the squares represents a new function in the car MEMS & Sensors for automotive Sample 11

12 PLAYERS Microphones Chemical Sensors Pressure Magnetic Imaging and Radar Gyro & Accelerometers MEMS & Sensors for automotive Sample 12

13 IMPACT ON SENSORS: THE BIG MOVES EXPECTED Positioning Detectors Those are the areas affected by the trends mentioned previously. Radars and LiDAR will map the environment for autonomous/robotized vehicle positioning. Magnetic In electric vehicles, one of the key challenge is the battery management. This will have an impact on the magnetic sensor market despite its maturity. Imaging Sensors Imaging sensors will analyze the obstacles encountered by the car, to adapt the cruise for instance MEMS & Sensors for automotive Sample 13

14 PRESSURE SENSOR MARKET VOLUME AND VALUE Safety remains a backbone for pressure sensing market as it is for automotive sensing market in general. CAGR of pressure sensing shows the maturity of this market. Powertrain pressure sensing: see below. Global pressure market has a CAGR of 6% in volume and its global value a CAGR of 3% MEMS & Sensors for automotive Sample 14

15 PRESSURE SENSOR MARKET VALUE The main increase of pressure sensing for automotive is particle filter. Particle filters are mandatory for diesel engine and strongly required for Direct Injection as well. That s why they are the biggest increase MEMS & Sensors for automotive Sample 15

16 IMAGING SENSORS MARKET VOLUME AND VALUE The two main market drivers are IR diode (rain detection) and camera for back up. The two main market drivers are forward cameras for ADAS and 360 cameras. Global market value has a CAGR of 24% MEMS & Sensors for automotive Sample 16

17 IMAGING SENSORS MAIN PLAYERS ON Semi is the market leader, with one third of market shares MEMS & Sensors for automotive Sample 17

18 EVOLUTION OF MEMS AND SENSORS BREAKDOWN 2016/ MEMS & Sensors for automotive Sample 18

19 BIG PICTURE OF LIDAR MARKET OPPORTUNITIES TIMELINE 2017 LiDAR Market size >$100M LiDAR cost $- LiDAR for Robotic vehicle Public Pod Transport Agriculture R&D The LiDAR market is a significant market just starting, but first real implementation should not be where most people think. Due to high cost of manufacturing, LiDAR ASP will remains high for some years, therefore ROI matters, only commercial applications will have an interest in this technology to save driver s cost (i.e. taxis, trucks, buses ) Emerging Technology (Start-ups) LiDAR for Robotized vehicle Commercial/Goods Transport (Convoy) On-demand Taxis (L5) Full-scale Implementation (Large groups/new ventures) Pervasive Technology (Large Automotive groups) 2022 LiDAR Market size >$1B LiDAR cost $ LiDAR for Autonomous Individual Transport Personal vehicle (L4/L5) LiDAR Market size >$4B LiDAR cost $ MEMS & Sensors for automotive Sample 19

20 ECOSYSTEM OF THE SENSOR FOR AUTOMOTIVE INDUSTRY Forecast The two main growth are for Imaging, RADARs and LiDAR sensors, driven by automation. Total Sensor market value for automotive RADAR sensors LiDAR sensors Chemical Sensors Magnetic Pressure sensors $225M $2,200M $183M $1, 150M $1,000M $2,500M $1,600M $1,840M Imaging sensors TPMS Inertial Ultrasonic $11B $200M $300M CAGR +5% $1, 600M CAGR +2.6% $200M CAGR 1.3% $7,700M CAGR +24% $1,400M CAGR +5.6% $6,200M CAGR +16% $1,800M CAGR +2% $3,200M CAGR +10% $23B CAGR +13.7% $1,400M CAGR +36% MEMS & Sensors for automotive Sample 20

21 RELATED REPORTS Discover more related reports within our bundles here MEMS & Sensors for automotive Sample 21

22 MEMS AND SENSORS FOR AUTOMOTIVE Market & Technology report - August 2017 How will sensor technology shape the cars of the future? We are only at the very beginning of a bright future for sensor providers be prepared for the golden age of the automotive sensor industry. KEY FEATURES OF THE REPORT Get the sample of the report on Automotive active sensor market volume forecast through 2022 Automotive active sensor market value forecast through 2022 Automotive sensor and manufacturer landscape/ecosystem mapping Application trends: Electrification and automation impacts Technology trends: Sensors for autonomous/robotic transportation such as RADAR, LiDAR and imaging REPORT OBJECTIVES Ecosystem identification and analysis: Determination of the application range Technical market segmentation Market trends and forecasts Key players by market, and analysis Analysis and description of markets and technologies involved: Detailed applications by market segment Major players worldwide Technology trends Main technical challenges THE REBORN AUTOMOTIVE SENSOR MARKET WILL BE WORTH MORE THAN $20B BY 2022 In a global automotive market worth than US$2.3T, the little world of automotive sensors has recently been shaken up by the emergence of electric and autonomous cars. Despite just 3% growth in the volume of cars sold expected through to 2022, Yole Développement (Yole) expects an average growth rate in sensors sales volumes above 8% over the next five years, and above 14% growth in sales value. This is thanks to the expanding integration of high value sensing modules like RADAR, imaging and LiDAR. The current automotive sensing market groups MEMS and classic active sensors such as pressure, tire pressure monitoring systems (TPMS), chemical, inertial, magnetic, ultrasonic, imaging, RADAR and LiDAR. We estimate that this market is worth US$11B in 2016 and is expected to reach US$23B by This is mainly due to the boom in imaging, RADAR and LiDAR sensors, which will respectively be worth US$7.7B, US$6.2B and US$1.4B by Among classical sensors like pressure, chemical and magnetic sensors, the impact of electric vehicles will remain small in the short term. However, the advent of electrical vehicles will greatly change the amount and the distribution of pressure and magnetic sensors within the car in the longer term. More electric cars will mean fewer pressure sensors and a surge in magnetic sensors for battery monitoring and various positioning and detection of moving pieces. Finally, we believe that the automotive world is experiencing one of the fastest-changing eras in its evolution ever. Sensor suppliers are now engaged in a race where they need to be prepared for the golden age of the automotive world. This report describes the applications, technologies, and players associated with the automotive sensor market s impending changes. Overview of the MEMS and sensor market for automotive Total Sensor market value for automotive RADAR sensors LiDAR sensors Chemical Sensors Magnetic Pressure sensors Imaging sensors TPMS Inertial Ultrasonic $11B $300M CAGR +5% $1, 600M CAGR +2.6% $6,200M CAGR +16% $23B CAGR +13.7% $1,400M CAGR +36% $1, 150M $225M $2,200M $183M $1,000M $2,500M $200M $1,840M $1,600M $200M CAGR 1.3% $7,700M CAGR +24% $1,400M CAGR +5.6% $1,800M CAGR +2% $3,200M CAGR +10% (Yole Développement, August 2017) BOSCH, DENSO, SENSATA, NXP AND INFINEON ARE STILL THE TOP PLAYERS IN THE AUTOMOTIVE SPACE, BUT CHANGES MAY OCCUR QUICKLY The top ten sensor suppliers generated US$4.25 billion in revenue last year, accounting for 77% of the total sensing market at the sensor scale, excluding modules. Revenue growth was affected by price erosion for sensors designed into safety applications, including electronic stability control (ESC) and TPMS. The pressure market remains a fragmented market dominated by Bosch, Sensata and Denso, while magnetic market is driven by Allegro, TDK-Micronas and Infineon.

23 MEMS AND SENSORS FOR AUTOMOTIVE Regarding the RADAR market, Infineon can be considered as the benchmark and is avidly promoting RADAR as a key technology for the future of automotive. Newcomers, especially from the LiDAR industry, may reshuffle the deck in the near future. Companies like Velodyne, Quanergy, SensL and Leddartech are racing against giant automotive suppliers like Continental and Valeo to commercialize reliable and affordable LiDAR solutions that can answer automotive requirements. This report describes the associated technologies, trends and players. Automotive MEMS and sensors: Player overview Sensing revenues (US$M) ON Semiconductor (Yole Développement, August 2017) STMicroelectronics Pressure Chemical Magnetic Imaging Radar Inertial HOW TO ENVISION THE CAR OF THE FUTURE? ELECTRIFICATION AND AUTONOMOUS DRIVING WILL DEEPLY IMPACT TRANSPORTATION 2017 (Yole Développement, August 2017) Among all sensing technologies located in the car, three main sensors will drastically change the landscape: imaging, RADAR and LiDAR sensors. Imaging sensors were initially mounted for Advanced Driver Assistance System (ADAS) purposes in high-end vehicles, with deep learning image analysis techniques promoting early adoption. It is now a well-established fact that vision-based Autonomous LiDARs, RADARs and image sensors are the backbone of the future of the automotive LiDAR market size $300M LiDAR for robotic vehicle Public pod transport Agriculture R&D 2022 LiDAR cost $5000 LiDAR market size $1.4B LiDAR for robotized vehicle Commercial/Goods transport (Convoy) On-demand taxis (L5) LiDAR cost $1500 LiDAR for autonomous individual transport Personal vehicle (L4/L5) LiDAR market size $4.4B 2027 LiDAR cost $500 Emerging technology (Start-ups) Full-scale implementation (Large groups/new ventures) Pervasive technology (Large automotive groups) Emergency Braking (AEB) is possible and saves lives. Adoption of forward ADAS cameras will therefore accelerate. Growth of imaging for automotive is also being fueled by the park assist application, and 360 surround view camera volumes are skyrocketing. While it s becoming mandatory in the US to have a rear view camera, that uptake is dwarfed by 360 surround view cameras, which enable a bird s eye view perspective. This trend is most beneficial to companies like Omnivision at sensor level and Panasonic and Valeo, which have become the main manufacturers of automotive cameras. RADAR sensors, which are often wrongly seen as competitors of imaging and LiDAR sensors, are increasingly adopted in high-end vehicles. They are also diffusing into mid-price cars for blind spot detection and adaptive cruise control, pushing Level 2/3 features as a common experience. Lastly, LiDAR remains the Holy Grail for most automotive players, allowing 3D sensing of the environment. In this report we highlight the different potential usages of this technology, which will transform the transportation industry completely. We expect tremendous growth of the LiDAR market within the next five years, from being worth US$300M in 2017 to US$4.4B by LiDAR is expected to be a key technology, but sensing redundancy will still be the backbone of the automotive world where security remains the golden rule.

24 MARKET & TECHNOLOGY REPORT COMPANIES CITED IN THE REPORT (non exhaustive list) Acura, ADI, Alfa Romeo, Allegro, Alphabet, Amphenol, ASC, Apple, Audi, Autoliv, Avis, Baojun, BMW, Bosch, Buck, Buggati, Cadillac, Chevrolet, Citroën, Continental, Dacia, Daimler, Delphi, Denso, Dodge, DS, FAW, Ferrari, Fiat, Ford, Geely, GM, GMC, Google, Harman, Holden, Honda, Hyundai, Infineon, Infiniti, Intel Mobileye, Jaguar, Jeep, Kia, Knowles Lamborghini, Lancia, Land Rover, Lincoln, Luminar, Magna, Maserati, Mercedes, MG, Mini, Murata, Nissan, Nvidia, NXP, ON Semi, ON Star, Opel, Paragon, Peugeot, Porsche, PSA, Quanergy, RAM, Renault, Roewe, Rolls Royce, SAIC, Samsung, Seat, Sensata, Sensitec, Skoda, Smart, STMicroelectronics, Tata, TDK-Invensense, TDK-Micronas, TE Connectivity, Uber, Valeo, Velodyne, Volkswagen, Volvo, Wulling and more TABLE OF CONTENTS (complete content on i-micronews.com) Introduction, definitions and methodology 7 > Chemical sensors Executive summary 16 > Magnetic sensors > Imaging sensors Automotive sensing history 44 > Ultrasonic sensors Power train, in-cabin, safety 58 > RADAR sensors Sensors for automotive 66 Supply chain 144 Market forecasts 75 Autonomous trends 153 > Sensors implied Automotive trends 107 > LiDAR focus Technology overview 130 > Pressure sensors > Accelerometer and gyroscope sensors Conclusion and perspective 170 Yole presentation 177 AUTHORS As a Technology and Market Analyst, Emeric Celier is member of the MEMS and Sensor business unit at Yole Développement, the More than Moore market research and strategy consulting company. Thanks to his technical expertise in the semiconductor field, Emeric contributes daily to the development of MEMS and Sensor activities. He does technology and strategic scouting and produces market and technology reports and custom consulting projects. He graduated from Phelma in Grenoble, France with a specialization in Physics Nanoscience and also studied Management Innovation and Technology at INPG in Grenoble, France. Guillaume Girardin works as a Market and Technology Analyst for MEMS devices and technologies at Yole Développement, the More than Moore market research and strategy consulting company. Guillaume holds a Ph.D. In Physics and Nanotechnology from Claude Bernard University Lyon 1 and a M.Sc. in Technology and Innovation Management from EM Lyon School of Business. Dr. Eric Mounier has a PhD in microelectronics from the INPG in Grenoble. He previously worked at CEA LETI s R&D lab in Grenoble, France, in the marketing dept. In 1998 he cofounded Yole Développement, a market research company based in France. At Yole Développement, Dr. Eric Mounier is in charge of market analysis for MEMS and Sensors, visible and IR imagers including CMOS image sensors and microbolometers, semiconductors, printed electronics and photonics, including silicon photonics. He has contributed to more than 200 marketing and technological analyses and 100 reports. Eric is also an expert at the Observatoire des Micro et Nanotechnologies (OMNT) for Optics. RELATED REPORTS Benefit from our Bundle & Annual Subscription offers and access our analyses at the best available price and with great advantages Status of the CMOS Image Sensor Industry 2017 Gas Sensor Technology and Market Bosch LRR4 77GHz Long Range Radar Sensor LeddarVu8: The first off-the-shelf solid state high-definition LiDAR module from LeddarTech Find all our reports on Find more details about this report here:

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26 Source: Wikimedia Commons Yole Développement From Technologies to Market 2017

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28 4 BUSINESS MODELS o Consulting and Analysis Market data & research, marketing analysis Technology analysis Strategy consulting Reverse engineering & costing Patent analysis o Financial services Due diligence Fundraising Maturation of companies IP portfolio management & optimization o Reports o Market & technology reports Patent investigation and patent infringement risk analysis Teardowns & reverse costing analysis Cost simulation tool Media i-micronews.com e-newsletter Communication & webcast services Events About Yole Développement 24

29 A GROUP OF COMPANIES Due diligences Innovation and business maker Market, technology and strategy consulting Manufacturing costs analysis Teardown and reverse engineering Cost simulation tools IP analysis Patent assessment Test lab Expertise Research & innovation About Yole Développement 25

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33 SERVING MULTIPLE INDUSTRIAL FIELDS We are working across multiples industries to understand the impact of More-than- Moore technologies from device to system Energy Industrial and defense Transportation makers Medical systems Automotive Mobile phone and consumer electronics From A to Z About Yole Développement 29

34 REPORTS COLLECTION o o 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 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, identify the trends, the challenges, the emerging markets, the competitive environments and turn it into results to give you a complete picture of your industry landscape. In the past 19 years, we worked on more than projects, interacting with technology professional and high level opinion makers from the main players of the industry. Every year, Yole Développement, System Plus Consulting and Knowmade publish +120 reports. Gain full benefit from our Bundle and Annual Subscription offers About Yole Développement 30

35 OUR 2017 REPORTS PLANNING (1/2) MARKET AND TECHNOLOGY REPORTS by Yole Développement o MEMS & SENSORS Acoustic MEMS and Audio Solutions D 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 G and Beyond (Vol 1): Impact on RF Industry, from Infrastructure to Terminals G 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* *2016 version still available / **To be confirmed 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 About Yole Développement 31

36 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 G 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 LED Downconverters for Lighting & Displays Organic Thin Film Transistor 2016: Flexible Displays and Other Applications Automotive Lighting Technology, Industry and Market Trends *2016 version still available / **To be confirmed o SOLID STATE LIGHTING UV LEDs Technology, Manufacturing and Application Trends* Horticultural Lighting Technology, Industry and Market Trends Automotive Lighting Technology, Industry and Market Trends* Active Imaging and Lidar 2017 (Vol 2) - IR Lighting** LED Lighting Module Technology, Industry and Market Trends IR LEDs and Lasers - Technology Applications and Industry Trends 2017 Phosphors & Quantum Dots 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 D 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 About Yole Développement 32

37 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 D & 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 About Yole Développement 33

38 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 MORE INFORMATION o o All the published reports from the Yole Group of Companies are available on our website 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) About Yole Développement 34

39 MICRONEWS MEDIA o About Micronews Media To meet the growing demand for market, technological and business information, Micronews Media integrates several tools able to reach each individual contact within its network.we will ensure you benefit from this. ONL I N E ONS I TE INP E e-newsletter i-micronews.com i-micronewsjp.com FreeFullPDF.com 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. Benefit from the i-micronews.com traffic generated by the 8,500+ monthly visitors, the 11,500+ weekly readers e-newsletter Events 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. Seven main events planned for 2017 on different topics to attract 140 attendees on average Webcasts 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. Gain new leads for your business from an average of 300 registrants per webcast Contacts: Camille Veyrier (veyrier@yole.fr) and Clotilde Fabre (fabre@yole.fr), Marketing & Communication Project Managers About Yole Développement 35

40 CONTACT INFORMATION o o CONSULTING AND SPECIFIC ANALYSIS North America: Steve LaFerriere, Director of Northern America Business Development laferriere@yole.fr Japan & Rest of Asia: Takashi Onozawa, General Manager, Asia Business Development onozawa@yole.fr Greater China: Mavis Wang, Director of Greater China Business Development wang@yole.fr RoW: Jean-Christophe Eloy, CEO & President, Yole Développement eloy@yole.fr REPORT BUSINESS North America: Steve LaFerriere, Director of Northern America Business Development laferriere@yole.fr Europe: Lizzie Levenez, EMEA Business Development Manager levenez@yole.fr Rest of Asia: Takashi Onozawa, General Manager, Asia Business Development onozawa@yole.fr Japan & Asia: Miho Othake, Account Manager ohtake@yole.fr Greater China: Mavis Wang, Director of Greater China Business Development wang@yole.fr Follow us on o FINANCIAL SERVICES Jean-Christophe Eloy, CEO & President eloy@yole.fr o GENERAL Public Relations: leroy@yole.fr info@yole.fr About Yole Développement 36