Connected Medical Devices

Transcription

1 From Technologies to Market Connected Medical Devices Market and Business Models 2017 Sample September 2017

2 OBJECTIVES OF THE REPORT This report introduces the concept of IoMT and related medical devices in an increasingly connected World It describes how the healthcare organization is changing with new business models, and new value creation from generated data It evaluates the market of connected devices, gives penetration rates compared to non-connected devices and analyzes the dynamics It identifies the medical device and assistance device main players, giving an overview of the main products and developments. The report gives a selected list of technology drivers and trends It informs on regulation, connectivity protocols and security for data exchanges Connected medical devices 2017 Sample 2

3 WHO SHOULD BE INTERESTED IN THE REPORT o Pharmaceutical and medical device companies Understand the new challenges of IoT in medical / healthcare field Understand the benefits of connectivity and data generated Access market data and dynamics of connected medical devices and related sensors Identify standard supply chain, major players Get a list of selected connected medical devices on the market and under development Identify new business models and innovative structuration of the healthcare industry regarding Internet of things Obtain information on connectivity and choice depending Get access to the latest information on regulations and security of data sharing o Sensor and assembly companies Better understand dynamic of connected medical device market Identify the key criteria challenges linked to hardware and especially sensors. o IT and Connectivity players Get an overview of healthcare field in the context of Internet of Things Better understand industry requirements Obtain information on regulation in medical field o R&D players Understand the challenges related to Internet of Medical Things industry Anticipate needs of medical device manufacturers and key drivers o Financial and strategic investors Get an overview of a changing field: market dynamic, new business models, new generation of value, Understand key players and innovative start-ups o Healthcare & governmental organizations: Assess the benefits of innovative business models using connected medical devices Identify the key players and related products Connected medical devices 2017 Sample 3

4 TABLE OF CONTENT 1. Executive Summary p5 2. Introduction p35 Definition Report Scope IoT Promises: the 4th industrial revolution IoT and IoT medical (IoMT): History & context Connected medical device drivers Information and data value Devices & sensors Typical IT architecture 3. Connected medical device market forecast p72 Segmentation of the Connected medical device market Global connected medical device market Sensor market 4. Connected device segmentation p93 Implantable device for patient monitoring Self-quantified patient monitoring Professional patient monitoring Assistance for lack of autonomy 5. Sensor technology trends p194 Needs of miniaturization Low power consumption and energy storage Sensors for IoMT Packaging trends Sensor players 6. Business models p212 Identifying value proposition Who pay? 7. Players and supply chain p231 Key players Value chain Data and interoperability players 8. IoMT Connectivity p240 Wireless sensor module and connectivity Connectivity model Connected medical device connectivity breadkdown Connectivity roadmap 9. Regulation and market access p Conclusions p Connected medical devices 2017 Sample 4

5 ABOUT THE AUTHORS Biography & contact Jérome Mouly, Technology & Market Analyst Jerôme Mouly serves as a Technology & Market Analyst specialized in microtechnologies for biomedical & medical imaging applications at Yole Développement, the More than Moore market research and strategy consulting company. Since 2000, Jérôme has participated in more than 100 marketing and technological analyses for industrial groups, start-ups and institutes related to semiconductor & medical technologies industry. Jérôme holds a Master of Physics from the University of Lyon. mouly@yole.fr Sébastien Clerc, Technology & Market Analyst Sébastien Clerc is a Medical Technologies Analyst at Yole Développement, the "More than Moore" market research and strategy consulting company. After graduating from Grenoble Institute of Technology with a master s degree in Biomedical Technologies, he completed his training with a master s of Innovation and Technology Management, during which he oversaw strategy and marketing. clerc@yole.fr Asma Siari, Technology & Market Analyst As a Technology & Market Analyst in the Medical Technologies (MedTech) business unit at Yole Développement (Yole), Asma Siari is involved in the development of technology & market reports as well as the production of custom consulting projects. After a Master s degree in Biotechnologies, Diagnostic Therapeutics & Management, Asma serves as Research Assistant at the Moores Cancer Center (San Diego, CA). She is a coauthor in two scientific publications published in the Molecular Cancer Research Journal. In addition to her mission at Yole,Asma prepares today her Advanced Master s degree in International Strategy & Marketing BtoB (EM Lyon Business School, France). siari@yole.fr Connected medical devices 2017 Sample 5

6 LIST OF COMPANIES MENTIONED IN THIS REPORT 280+ slides of market analysis and business models overview 3M, Abbott, Adherium, Adobe Creative Cloud, Advanced MD, Alere, AMS, Analog Devices, Amazon Web Services, Apple, ARM, Aryballe Technologies, Astra Zeneca, AT&T, Atonomics, Atonomics, BAM Labs, Becton Dickinson, BioSerenity, Biotronik, Bosch, CardioMEMS, Cepheid, Chrono Therapeutics, Cleardata, Cognizant, Cohero Health, Common Sensing, Companion Medical, Daktari Diagnostics, Danaher Corporation, Dexcom, GlySens, EBR Systems, Eko Devices, Empatica, Endotronix, Endevco, EPFL, Epson, Facebook, Food and Drug Administration, Gecko Health, Given Imaging,, General Electric (GE), Glaxosmithkline (GSK), Global Kinetics, GlySens, Glucovista, GN ReSound, Google Cloud, Health Care Originals, Hero Health, Hocoma, HP Enterprise, IBM, ihealth, Innothéra, Inspiro Medical, InSync, Invensense, Ipatient care, Kaa, Knowles, Leman Microdevices, Lora, Measurement Specialties, Medimetrics, Medissimo, Medtronic, Melexis, Microsoft Azure, Murata, My Signal, Nonin, Nokia, OJBio, OMRON, OnSemiconductor, Opko, Oracle, Orange, Oticon, Patient Pending, Philips Healthcare, PillDrill, PK Vitality, Praxis, Propeller Health, Proteus Digital Health, PWS, Q-Medic, Qardio, Qualcomm Life, ResMed, Roche, Salesforce, Samsung, SAP, Senseonics, Sensimed, Sensirion, Sequana Medical, Sigfox,Silicon Microstructures, St. Jude Medical, Starkey, Stim Wave Technologies, STMicroelectronics, TATA Elxsi, TDK, Télécom Santé, Telefonica, Teva, Tronics Microsystems, Telekom, TytoCare, Valtronic, Verily, Verizon, VitalConnect, Withings, Zigbee and many others Information gathered through direct discussions with players all along the supply chain Connected medical devices 2017 Sample 6

7 SCOPE OF THE REPORT What is in and what is out In our report we are only considering devices that are clinically approved (FDA approved, CE mark certified ) and assisting systems for people with lack of autonomy/disability. Connected assisting devices In the report Not in the report Connected medical devices 2017 Sample 7

8 INTERNET OF MEDICAL THINGS At the crossroads of Medical devices, IT and Telecom A global infrastructure consisting of the collection of medical devices and applications that are interconnected through information and communication technologies Security Glucose monitoring Servers Cloud Infusion pumps Computers Medical devices Information Technology Neural implants Inhalers Insulin pen ECG monitoring WIFI IoMT Bluetooth Telecommunications RF LoRa Software Database Internet Zigbee WLAN Connected medical devices 2017 Sample 8

9 CONNECTED MEDICAL DEVICE TIMELINE Medical device development around connectivity 2 major medical device developments benefited from connectivity: Existing medical devices moving to connected medical devices. Products created on purpose of connectivity Creation thanks to connectivity Evolution to connectivity 2010 Today Connected medical devices 2017 Sample 9

10 STANDARD IOMT SUPPLY CHAIN Type of players involved Analytics Augmented Intelligence (AI) Storage Home devices Activity monitoring Remote consultation Data transfer and security Portable devices Interoperability Implantable devices Point of Care Emergency devices Wearables Homecare Body (anywhere) care Hospital / Caregivers Connected medical devices 2017 Sample 10

11 SEGMENTATION OF THE CONNECTED MEDICAL DEVICE MARKET 4 segments with different requirements and challenges front of connectivity Implanted patients Self-quantified patients 4 Main segments Professional patient monitoring Lack of autonomy patient assistance Connected medical devices 2017 Sample 11

12 CONNECTED MEDICAL DEVICE MARKET FORECAST Total module market value The market for connected medical device will grow from $9.6B in 2016 to $23.7B in 2022 with a CAGR of 16.3% In 2017, more than 85% of these sales are part of the connected devices for chronic disease monitoring (Respiratory, diabetes, cardiovascular ) Connected medical devices 2017 Sample 12

13 CONTENT OF THE REPORT Drivers and challenges Introduction to connected medical devices and drivers to adoption Challenges of connectivity and data generation Patient centric model explanation Connected medical devices 2017 Sample 13

14 CONTENT OF THE REPORT Market data and dynamics Overview of the connected medical device market forecasts MEMS and sensors for connected medical devices Penetration of connected devices compared to non-connected devices and forecasts Connected medical devices 2017 Sample 14

15 CONTENT OF THE REPORT Business models and players Example of innovative business models in the context of digital health Reimbursement rule changes: Who pay? Who benefit? How health insurances deal with performance? Presentation of the key players and supply chain Connected medical devices 2017 Sample 15

16 CONTENT OF THE REPORT Connectivity and challenges Overview of connectivity in healthcare applications Analysis of connectivity and applications Roadmap of the main platform used for connected medical devices Presentation of platforms, interoperability and security of data sharing Connected medical devices 2017 Sample 16

17 CONTENT OF THE REPORT Product overview Presentation of connected products on the market or currently under development phase Segmentation of products by medical device types (technical), and data destination (economical) Information on sensors used and connectivity Connected medical devices 2017 Sample 17

18 CONTENT OF THE REPORT Technology and connectivity overview Description of the main technology drivers for connected medical devices Description of sensor working principle, specifications, type of measurement Connected medical devices 2017 Sample 18

19 CONTENT OF THE REPORT Regulation & market access A set of slides to present regulation for medical devices with a specific focus on connected devices An international overview with focus on USA (FDA), Europe (CE Mark), China (CFDA) Information on ISO standards and requirements Overview of data exchange security protocols (HIPAA) Connected medical devices 2017 Sample 19

20 RELATED REPORTS Connected medical devices 2017 Sample 20

21 CONNECTED MEDICAL DEVICES MARKET AND BUSINESS MODELS 2017 Market & Technology report - September 2017 The Internet of Medical Things (IoMT) powers industry momentum in digital health and reinvents healthcare organization KEY FEATURES OF THE REPORT Get the sample of the report on Overview of clinically certified connected medical devices and devices for people s assistance Definition of connected devices, IoMT in the context of digital health Introduction and trends for connectivity and typical architecture for an IoMT project Description of the drivers for the adoption of connected medical devices and devices for assistance Segmentation of connected medical devices and assistance devices in four categories: Implanted devices; self-monitoring devices; professionally oriented devices; and assistance devices for people lacking autonomy Market forecast for major connected medical devices, assistance devices and associated MEMS sensors Technology drivers for connected medical devices Example of new business models induced by IoMT: Who pays? Who prescribes? The major players, supply and value chain in IoMT Regulations and security aspects for connected medical devices CONNECTED MEDICAL DEVICES: THE DIGITAL HEALTH REVOLUTION HAS STARTED Healthcare is facing one of its most major turning points in decades. After penetrating the consumer market, the digital revolution and its related concept of the Internet of Things (IoT) is rapidly changing health models. There are many reasons for this transformation. The population is growing and aging, and chronic diseases are exploding. More than 415 million people are living with diabetes worldwide and there are more than 1.5 billion people at risk of cardiovascular diseases. The number of doctors and nurses has stayed consistently flat, as health budgets are shrinking in many regions. Fortunately, connected devices and smartphones are now widespread. People are managing their lives through apps and clouds, and now can do the same with their health, from Revenues (US$B) hospital to home or even just walking in the street. This report analyzes the dynamics of the connected medical devices market and how its current $9B revenues will grow at a rate of 16% year-over-year through to 2022 to reach more than $23B. Healthcare is shifting to a patientcentric model with nearly 20% growth over the period to 2022 for the segment of self-quantified devices. This compares to single-digit growth for connected implantable devices, which face serious security issues. Preventive and predictive medicine and even participative medicine are on the way to supplement evidence-based approaches, using the large volumes of data generated by these connected medical devices Connected medical device market forecast CAGR : 16.3% Implanted devices Self monitored Professional oriented Assistance devices (Yole Développement, September 2017) INNOVATIVE MODELS AND NEW PLAYERS ARE RESHAPING HEALTHCARE ORGANIZATION Current changes in healthcare require innovative business models to be created, involving new players from different fields. The performance of these new models needs to be evaluated. The Internet of Medical Things is at the crossroads of medical devices, telecommunications and Information Technology (IT). A whole infrastructure has to be set up, involving new players in the medical area. Patients receive data from their inhalers or insulin pens to manage their medication, doses and alerts. Physicians are able to follow their patients records and could see them only when needed, saving visit costs. Health insurance now pays for

22 CONNECTED MEDICAL DEVICES MARKET AND BUSINESS MODELS prescribed medication after a doctor s diagnosis. Hospitalization costs to insurance companies are increasing year-over-year due to lack of monitoring or low patient adherence. Connected medical devices could allow self-quantified monitoring and could send alerts before patient crises or accidents. But demonstrating that better self-management of chronic disease and better medication adherence will cost less to insurance companies is not an easy task. Connected medical device market: business models Symptoms Monitoring early detection Reimbursement at this stage Consultation Consultation (Yole Développement, September 2017) Evidence based medication Reimbursement at this stage Medication support based on records Cure Cure Evaluation based on performance: Is cost of preventing lower than cost of curing? It means that when insurance companies reimburse connected medical devices they must include the cost of infrastructure including telecommunication and mobile apps. Prescribers and payers are also taking the IoMT opportunity with inventive new models. Additionally, the IoMT represents a huge opportunity for new players such as IBM and its Watson Augmented Intelligence system to enter the healthcare market and to bring computing power for predictive medicine, as well as the relevant infrastructure to operate connected devices from home, hospitals or anywhere data needs to be shared. Qualcomm Life s 2net and Capsule Tech solutions are likewise dedicated to IoMT applications. These and several other examples are described in this report. And what about Google, Apple and the other giants? The medical device market is far from their field of interest due to its low volumes, strict regulations, and long development time. Yes, the limits of consumer healthcare are well enough established today to escape the strong restrictions on medical data. But with monetization of data being key for giant companies, regulations on medical data are still more constraining compared to consumers private data. This situation creates opportunities for start-up companies to develop connected medical devices. Consolidation of the market and of the supply chain will occur later with series of mergers and acquisitions aiming to gather together the most innovative products and regroup solutions with high levels of synergy. TECHNOLOGY OVERVIEW: FROM REUSING SENSOR INNOVATION TO DEDICATED DEVICES Sensors are at the heart of connected medical devices to measure phenomena such as heart rate, blood glucose level and detection of people s falls. This report covers the MEMS-based sensor market and trends within it. Portable, wearable and implantable connected medical devices are not dedicated to hospital and physician use any more. Connected medical device technology trends Connectivity and software wave Innovation is at connectivity and software level Medical devices integrate connectivity first Sensors are those developed for consumer market but not specific : Miniaturized Low-cost Low power consumption Integrated connectivity Storage (Yole Développement, September 2017) Data exploitation 58 millions of sensors > 320 millions of sensors Accuracy Sensitivity Sensor wave Reliability Innovation is at sensor level New sensors are specifically developed: Less invasive Highly integrated Biocompatible Sensor innovation expected to be the next wave They now need to be adapted to patient use with the smallest size possible, ease of use and the minimum number of constraints. The first step for medical device manufacturers is to connect their products to the telecommunication infrastructure and to patients smartphones and tablets. Significant efforts have been made at the software level to make systems safe and protect data. The hardware part represents 5%-10% of connected devices value when using sensors that are existing components taken from other applications, enabling smooth innovation. Connected consumer devices have largely contributed to the miniaturization of electronics using MEMS technologies and successful component design decreasing power consumption requirements. Dedicated sensors with high levels of accuracy and reliability should be the next wave of the IoMT innovation. Strong efforts will be made to provide vital medical grade measurements with less invasive devices. For example, thanks to the development of microneedle arrays, patches or smartwatches should replace painful glucometers. We expect the IoMT sensor wave to come after 2022 and increase the global value share that sensors will claim in hardware. Healthcare is a market changing slowly with regards to innovation and needs to use available approved devices. Technology descriptions and current developments will be the focus of a future report.

23 MARKET & TECHNOLOGY REPORT REPORT OBJECTIVES This report introduces the concept of IoMT and related medical devices in an increasingly connected world. It describes how the health organization is changing with new business models to create, and new value creation from generated data. It evaluates the market of connected devices, gives penetration rates compared to nonconnected devices and analyzes the dynamics. It identifies the medical device and assistance device main players, giving an overview of the main products and developments. The report gives a selected list of technology drivers and trends. It informs readers about regulations, connectivity protocols and security for data exchanges. COMPANIES CITED IN THE REPORT (non exhaustive list) 3M, Abbott, Adherium, Adobe Creative Cloud, Advanced MD, Alere, AMS, Analog Devices, Amazon Web Services, Apple, ARM, Aryballe Technologies, Astra Zeneca, AT&T, Atonomics, BAM Labs, Becton Dickinson, BioSerenity, Biotronik, Bosch, CardioMEMS, Cepheid, Chrono Therapeutics, Cleardata, Cognizant, Cohero Health, Common Sensing, Companion Medical, Daktari Diagnostics, Danaher Corporation, Dexcom, GlySens, EBR Systems, Eko Devices, Empatica, Endotronix, Endevco, EPFL, Epson, Facebook, Food and Drug Administration, Gecko Health, Given Imaging, General Electric (GE), GlaxoSmithKline (GSK), Global Kinetics, GlySens, Glucovista, GN ReSound, Google Cloud, Health Care Originals, Hero Health, Hocoma, HP Enterprise, IBM, ihealth, Innothéra, Inspiro Medical, InSync, Invensense, Ipatient care, Kaa, Knowles, Leman Microdevices, Lora, Measurement Specialties, Medimetrics, Medissimo, Medtronic, Melexis, Microsoft Azure, Murata, My Signal, Nonin, Nokia, OJBio, OMRON, OnSemiconductor, Opko, Oracle, Orange, Oticon, Patient Pending, Philips Healthcare, PillDrill, PK Vitality, Praxis, Propeller Health, Proteus Digital Health, PWS, Q-Medic, Qardio, Qualcomm Life, ResMed, Roche, Salesforce, Samsung, SAP, Senseonics, Sensimed, Sensirion, Sequana Medical, Sigfox,Silicon Microstructures, St. Jude Medical, Starkey, Stim Wave Technologies, STMicroelectronics, TATA Elxsi, TDK, Télécom Santé, Telefonica, Teva, Tronics Microsystems, Telekom, TytoCare, Valtronic, Verily, Verizon, VitalConnect, Withings, Zigbee and many others TABLE OF CONTENTS (complete content on i-micronews.com) Executive summary 5 Sensor technology trends 194 Introduction 35 > Needs for miniaturization > Low power consumption and energy storage > Definition > Sensors for IoMT > Report scope > Packaging trends > IoT Promises: The fourth industrial revolution > Sensor players > IoT and medical IoT (IoMT): History and context > Connected medical device drivers Business models 212 > Information and data value > Devices and sensors > Typical IT architecture > Identifying value propositions > Who pays? Players and supply chain 231 Connected medical device market forecast 72 > Key players > Segmentation of the connected medical device market > Value chain > Data and interoperability players > Global connected medical device market IoMT Connectivity 240 > Sensor market > Wireless sensor module and connectivity Connected device segmentation 93 > Connectivity model > Implantable devices for patient monitoring > Connected medical device connectivity breakdown > Connectivity roadmap > Self-quantified patient monitoring > Professional patient monitoring Regulation and market access 251 > Assistance for lack of autonomy Conclusions 276 RELATED REPORTS Benefit from our Bundle & Annual Subscription offers and access our analyses at the best available price and with great advantages Artificial organs 2017 Status of the MEMS industry 2017 Maxim Integrated MAX30102 Optical Heart-Rate Sensor Point-of-Need Testing: Application of Microfluidic Technologies 2016 AUTHORS Jerôme Mouly serves as a Technology & Market Analyst specialized in microtechnologies for biomedical & medical imaging applications at Yole Développement, the More than Moore market research and strategy consulting company. Since 2000, Jérôme has participated in more than 100 marketing and technological analyses for industrial groups, start-ups and institutes related to semiconductor & medical technologies industry. Jérôme holds a Master of Physics from the University of Lyon. Sébastien Clerc is a Medical Technologies Analyst at Yole Développement, the More than Moore market research and strategy consulting company. After graduating from Grenoble INP with a Biomedical Technologies Master degree, he completed his training with a Master degree in Innovation and Technology Management, during which he oversaw strategy and marketing. As a Technology & Market Analyst in the Medical Technologies (MedTech) business unit at Yole Développement (Yole), Asma Siari is involved in the development of technology & market reports as well as the production of custom consulting projects. After a Master s degree in Biotechnologies, Diagnostic Therapeutics & Management, Asma serves as Research Assistant at the Moores Cancer Center (San Diego, CA). She is a coauthor in two scientific publications published in the Molecular Cancer Research Journal. In addition to her mission at Yole, Asma prepares today her Advanced Master s degree in International Strategy & Marketing BtoB (EM Lyon Business School, France). Find more details about this report here: Find all our reports on

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34 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 30

35 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 31

36 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 32

37 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 33

38 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 34

39 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 35