Uncooled Infrared Imagers Technology & Market Trends 2017

Transcription

1 From Technologies to Market Uncooled Infrared Imagers Technology & Market Trends 2017 Sample 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 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 Players 78 Market shares 79 Geographical manufacturing breakdown 89 M&A 90 Supply chains 93 China focus Uncooled Infrared Imagers Sample 2

3 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 ) Uncooled Infrared Imagers Sample 3

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 Uncooled Infrared Imagers Sample 4

5 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 estimates of sensor manufacturers market share and evolution. Updated market forecasts (in $ and units) for the 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) Uncooled Infrared Imagers Sample 5

6 IR DETECTORS & IMAGERS TECHNOLOGIES VERSUS APPLICATIONS Technologies Pyroelectric Bulk Bulk, thin film Thin film CMOS Thermopiles Thermodiodes Micro bolometers Pixels count 1 2x2 1x8 16x16 32x32 1x510 80x80 1 1x8 16x16 80x80 82x62 80x80 to 1024x768 (XVGA) Pitch 170µ 100µ µ 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 Microbolometers are challenged by thermopiles Microbolometers are challenged by pyroelectric, thermopiles & thermodiodes Microbolometers are challenged by pyroelectric, thermopiles & thermodiodes Firefighting PVS Smartphones Defence Cost (with lens) $1 $3 $10 (HVAC) / $15 (Smart Buildings) / $30 (people counting retail) to $50 Microbolometers are challenged by thermopiles $1500 $10 $1 $5 $30 $100 $100 to $100s Uncooled Infrared Imagers Sample 6

7 UNCOOLED IR CAMERA FORECAST IN $M Commercial applications are about 70% of the total market value. In 2017, the uncooled LWIR camera market will be more than $3B Uncooled Infrared Imagers Sample 7

8 UNCOOLED IR MARKET FORECAST Other commercial Maritime CAGR Beginning of the arrow: 2017 market value End of the arrow: 2022 market value 20% PVS 15% 10% Ruggedized smartphones Fire fighting Surveillance Thermography 5% Military Car 0% 10 Plug -in 100 1,000 $M Uncooled Infrared Imagers Sample 8

9 BREAKDOWN BY APPLICATION IN UNITS Thermal uncooled cameras market will be close to 1.8Munits by Commercial applications will grow Uncooled Infrared Imagers Sample 9

10 UNCOOLED IR IMAGERS 2015 AND 2016 MARKET SHARES FLIR and ULIS are still the unchallenged leaders Uncooled Infrared Imagers Sample 10

11 IR CAMERAS SUPPLY CHAIN ASICs Packaging Board ICs ROIC IR SENSOR Bolometer Raw optical material IR OPTICS Finished lens Discretes and others BOARD ELECTRONICS Connectors & switches PACKAGING ASSEMBLY, HOUSING, TEST & CALIBRATION Uncooled Infrared Imagers Sample 11

12 ECOSYSTEM OF THE UNCOOLED IR CAMERA Uncooled Infrared Imagers Sample 12

13 CMOS IMAGE SENSOR VS. MICRO BOLOMETER IMAGE PROCESSING CHAIN (SIMPLIFIED) RAW data RAW data Pixel detect correction Pixel detect correction Tempearture correction Fixed Pattern noise Correction Fixed Pattern noise Correction Brightness Compression White balance Sharpness Contrast Compression TIFF data Subject Lens(es) Imager: RGB filter separates light into colors and converts into electrical signal SENSOR ROIC & ADC Analog-to- Digital conversion VIS CAMERA MODULE* ISP / IMAGE PROCESSING JPEG H264 MEMORY or MCU DISPLAY or PROCESSOR Subject Lens(es) Bolometer: pixel temperature raise is converted into a resistance change. SENSOR ROIC & ADC Accumulate the photocurrent from each pixel and then transfer the resultant signal onto output taps for readout IR CORE* ASIC / IMAGE PROCESSING MEMORY DISPLAY or PROCESSOR WHERE SOFTWARE ARE IMPLEMENTED FOR DATA TREATMENT (recognition, counting ) * Module refers to VIS while Core refers to IR imaging Uncooled Infrared Imagers Sample 13

14 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. Housing 1% Autoliv Night Vision Assembly & test 5% Lenses 29% Electronic board 32% IR sensor 33% Complex optical structure with 2 Ge lenses and 2 windows accounts for a significant fraction of the cost Uncooled Infrared Imagers Sample 14

15 RELATED REPORTS You could also be interested in Discover more related reports within our bundles here Uncooled Infrared Imagers Sample 15

16 UNCOOLED INFRARED IMAGERS Market & Technology report - August 2017 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 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 UNCOOLED IR IMAGERS ARE ON THEIR WAY TO MULTIPLE USES 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 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 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 to reach 300,000 units by 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 They are used in patrolling borders, law enforcement and increasingly for consumer outdoor use, including uncooled infrared camera shipment forecast 2 Shipped units in Million Commercial applications Military applications (Yole Développement, August 2017)

17 UNCOOLED INFRARED IMAGERS 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 TWO LEADERS WITH DIFFERENT STRATEGIES, FACING MANY CHALLENGERS Dali 1,5% Raytheon 2,2% BAE 2,7% SEEK 3,4% L3 Technologies 1,2% DRS 4,5% Ulis 16,7% (Yole Développement, August 2017) 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 ULIS achieved 30% revenue growth compared to 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 2016 microbolometer manufacturer market share SCD 1,1% NEC 0,5% GWIC 0,3% 2015 Guide IR 0,2% (inner circle) ~720kunits I3 system 0,1% Magnity 0,1% Others (Heimann, Excelitas, Fluke-Irisys) 14% FLIR 64,2% 2016 (external circle) ~860kunits 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, higherperformance 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 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. 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 IRtransparent 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 pricesensitive applications like thermography, firefighting, automotive, surveillance, and smartphones. Cheaper infrared lenses are now possible using micromachined 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

18 MARKET & TECHNOLOGY REPORT ROIC Bolometer IR lenses $16M $238M $162M $49M Board electronics (Yole Développement, August 2017) 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 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. TABLE OF CONTENTS (complete content on i-micronews.com) 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 Ecosystem of uncooled IR cameras Packaging Assembly, test & calibration $420M $72M US$945M* $26M 9.1% CAGR $102M 6% CAGR $407M 9.3% CAGR * Excluding seller margins $96M 12% CAGR $286M 9.1% CAGR 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. > 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 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 MEMS Industry 2017 Autoliv s 3 rd Generation Automotive Night Vision Camera with FLIR s ISC0901 Microbolometer FLIR One 2 nd Generation & FLIR LEPTON 3 IR Camera Core Find all our reports on $660M 8% CAGR US$1,575M* CAGR +8.9% KEY FEATURES OF THE REPORT Get the sample of the report on 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 AUTHOR Dr. 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. Find more details about this report here:

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29 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 25

30 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 26

31 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 27

32 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 28

33 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 29

34 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 30