Status of the MEMS Industry

From Technologies to Markets Status of the MEMS Industry 2018 - Get high for MEMS SAMPLE 2018

ABOUT THE AUTHORS Biography & contact Dr. Eric Mounier, Senior Analyst, MEMS & Photonics Dr. Eric Mounier has a PhD in Microelectronics from the INPG in Grenoble. He previously worked in the Marketing department at CEA LETI R&D lab in Grenoble, France. In 1998 Eric cofounded Yole Développement, a market research company based in France. At Yole Développement Dr. Mounier oversees market analysis for MEMS & sensors, uncooled IR imagers (microbolometers), and photonics (i.e. silicon photonics). He has contributed to more than 250 marketing and technological analyses, and 100 reports. Eric is also an expert at the OMNT ("Observatoire des Micro & Nanotechnologies") for Optics. Contact: mounier@yole.fr Claire Troadec, Division Manager, Power & Wireless Claire leads RF activity at Yole Développement and has been a member of the Microelectromechanical Sensor (MEMS) Manufacturing team since 2013. She graduated from INSA Rennes (France) with an Engineering degree in Microelectronics and Material Sciences. She then joined NXP Semiconductors, and also worked for seven years as a CMOS Process Integration Engineer at the IMEC R&D facility. During this time she oversaw the isolation and performance-boosting of CMOS technology node devices from 90nm - 45nm. Before joining Yole Développement she also managed her own distribution company. Contact: troadec@yole.fr Dr. Guillaume Girardin, Division Manager, Photonics, Sensing & Display Dr. Guillaume Girardin works as a Market & Technology Analyst for MEMS devices and technologies at Yole Développement. Guillaume holds a Ph.D. In Physics and Nanotechnology from Claude Bernard University Lyon I and an M.Sc. in Technology and Innovation Management from EM Lyon - School of Business. Contact: girardin@yole.fr Jérôme Mouly, Analyst, Life Sciences & Healthcare Since 2001, Jérôme has worked at Yole Développement as a Technology & Market Analyst. His fields of expertise include MEMS printhead devices and inkjet printing. Contact: mouly@yole.fr Sébastien Clerc, Analyst, Life Sciences & Healthcare 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 degree in Biomedical Technologies, he completed his training with a master s of Innovation and Technology Management, during which he oversaw strategy and marketing. Email: clerc@yole.fr 2

REPORT OBJECTIVES The objectives of this report are to provide: o A view of future mega trends and impact on sensors o A global view about future for MEMS, sensors and actuators o An understanding of the MEMS, sensors, and actuators markets and applications o MEMS and sensor players dynamics and ranking o MEMS market data in $M, units, and wafers for 2017-2023 o Information on future MEMS devices o A presentation of MEMS game-changers and industry trends o A MEMS applications overview: automotive, consumer, defense & aeronautics, medical, industrial, and telecommunications o A MEMS financial analysis 3

WHO SHOULD BE INTERESTED IN THIS REPORT? o MEMS and sensors companies: For a broad overview of all MEMS applications & markets o To identify new markets o To monitor and benchmark potential competitors o To compare MEMS technologies with other sensors technologies o Financial & strategic investors: o To understand MEMS devices potential o To know the latest A&M o For a list of MEMS players and their activities o R&D players: o To understand new MEMS technical challenges o Equipment & materials suppliers: o To learn about MEMS devices technical evolution o To identify business opportunities and prospects o OEMs & integrators: o To evaluate the benefits of using MEMS in your systems 4

COMPANIES CITED IN THIS REPORT AAC, AKM, ALPS ELECTRIC, AMPHENOL, AMS, ANALOG DEVICES, APPLE, ASIA PACIFIC MICROSYSTEMS, BOEHRINGER INGELHEIM MICROPARTS, BOSCH, BROADCOM, CANON, COLIBRYS, CIRRUS LOGIC, DENSO, DRS, EPCOS, EPSON, FIRST SENSOR TECHNOLOGY, FLIR SYSTEMS, FORMFACTOR, FUJIFILM DIMATIX, GLOBALFOUNDRIES, GOERTEK, HEWLETT PACKARD, HITACHI AUTOMOTIVE, HONEYWELL, IMT, INFINEON TECHNOLOGIES, KISTLER, KNOWLES ELECTRONICS, KULITE, MCUBE, MEGGITT SENSING SYSTEMS, MELEXIS, MEMJET, MEMSCAP, MEMSIC, MICRALYNE, MICROVISION, MURATA, NXP, OMRON, ON SEMI, PANASONIC, PHILIPS INNOVATION SERVICES, QORVO, QUALCOMM, RAYTHEON, ROHM, SAMSUNG, SCD, SDI, SEMEFAB, SENSATA, SENSIRION, SENSONOR, SI TIME, SILEX MICROSYSTEMS, SILICON SENSING SYSTEMS, SMIC, SONY, STMICROELECTRONICS, TDK, TE, TELEDYNE DALSA, TEXAS INSTRUMENTS, TOWER JAZZ, TSMC, ULIS, UMC, UTC AEROSPACE SYSTEM, X FAB, YAMAHA and many more 5

METHODOLOGIES & DEFINITIONS (1/3) Methodology: o Our market & technical information was gathered directly from: System manufacturers: car equipment manufacturers, IT equipment and medical device manufacturers, and others Device manufacturers: key global MEMS inertial sensor manufacturers Equipment & material suppliers for the MEMS industry o This 2018 edition is also made possible by the daily work of Yole s analysts, who update the forecasts immediately after the information is obtained. Yole analysts contact more than 3,500 companies annually (50-70 industrial interviews per week) to understand market trends, technical developments, and strategy changes. All of these interviews provide the primary data used in our subsequent analyses and forecasts. MEMS (Micro Electro-Mechanical Systems) o Definition for this report: we consider MEMS as devices that include moving parts (or fluids) in the µm - mm range, and which use a photolithography process for manufacturing 6

METHODOLOGIES & DEFINITIONS (2/3) We have calculated the projected MEMS device market based on system manufacturers needs and forecasts, along with input from MEMS device users, and have double-checked this data with MEMS device manufacturers By doing so, we are able to verify the growth of a specific application, the market schedule of a new product and the competition among the main players in each application area. Yole Développement is uniquely positioned to analyze MEMS markets from the system down to the device (as well as equipment and materials), enabling extensive information cross-checking What s included (and what s not): o Only die-level components (first-level packaged device) are considered - not the full system around a MEMS device o Volume and prices pertain to a packaged MEMS (inclusion of electronics/asic is according to the component technology) 7

METHODOLOGIES & DEFINITIONS (3/3) Yole s analysis 8

ELECTRONIC MEGATRENDS : IMPACT ON THE 2023 SENSOR & ACTUATOR MARKETS PER APPLICATION $20.5B $53B Smart Automotive Mobile 5G Hyperscale Data Centers $50M $1.4B $2.3B $4.6B AR/VR AI/ML Voice Processing Healthcare Industry 4.0 9

SENSORS FOR THE SMART AUTOMOTIVE INDUSTRY - ECOSYSTEM 2017-2023 forecast The two main growth areas are imaging and radar, lidar, driven by automation Total sensor market value for automotive $210M Radar/ultra sonic 3D & LiDAR sensors Chemical sensors Magnetic Pressure sensors Imaging sensors $800M $5,200M Inertial Audio $10B $190M CAGR -2% $1, 000M CAGR +4% $2,200M CAGR +15% $12,400M CAGR +16% $20.4B CAGR +12.7% $900M CAGR +44% $920M $100M $16M CAGR +10% $1,100M $1,700M $9M $1,660M CAGR +8% $2,060M CAGR +3% 2017 2023 10

Accelerometers Pressure Sound and ultra sonic Gas Gyroscopes Magnetometers Humidity Particles Temperature FTIR Fingerprint PIR & thermopiles Hyperspectral ALS, RGB Micro bolometers Vision 3D sensing Micromirrors Auto-Focus Optical benches Ink jet heads Drug delivery Biochips Switch Filter Resonator Micro tips Probes Watches components µspeakers Ultra sonic fingerprint THE DIFFERENT MEMS, SENSORS, AND ACTUATORS, AND WHERE THEY CAN COMBINE SENSORS ACTUATORS Movement Environment Optical sensors Optical MEMS Microfluidics RF Micro structures IMUs (6 to 9 DOF) closed package 6 to 9+ DOF combos InvenSense MPU9250 ST pressure sensor open package environmental combos Possible integration with environment combos Bosch BME680 FLIR Lepton One Optical combos Apple dot projector Possible integration with opto combos Texas Instruments DLP polight AF Debiotech micro pump Avago-Broadcom FBAR Filter SiTime oscillator Spiromax Patek Philippe Audio Pixels MEMS-based speaker Qualcomm fingerprint sensor Infineon microphone 11

A NEW INNOVATION WAVE FOR MEMS: ANOTHER 10 YEARS OF R&D Time scale From mechanical waves sensing to acoustic/sound sensing and to electromagnetic waves sensing: the unavoidable mutation of MEMS (and sensors) Parameters Areas Si as a new sensor material DETECTING AREA New sensor design MEASURING AREA New materials and processes Improved electronics New user cases New integration and packaging approaches Sensor fusion GLOBAL ENVIRONMENT PERCEPTION AREA New detection principles A.I. Pressure Acceleration Yaw Visible Sound Infra red IR, Visible Gas Odors Multi spectral Hyperspectral Ultra sound etc.. (empathy) IMUs Environment sensors Sound Radio frequency Multi-parameters 80-90s years: only mechanical movement / pressure / shock can be sense by MEMS. 90-2000s: rotation sensing and visible light management (DLP) are now accessible to MEMS technologies. 2000-15s: sound and IR wavelength are accessible to MEMS technologies. 2015-future: MEMS will sense and manage a wide range of waves: ultrasonic / directive sounds / ultra sonic / RF / hyperspectral 12

Billions of Dollars and Units ASP GLOBAL SENSORS AND ACTUATORS FORECAST (MEMS AND OTHER SEMICONDUCTOR-BASED SENSOR TYPES) In 2017 the total IC market was $420B, with MEMS, sensors, and actuators representing 11%. Total Sensors & Actuators Market 200 180 160 $1,00 $0,90 ASP for sensors and actuators is clearly below $1. Targeting $0.5 in 2023. 140 120 100 80 60 40 20 0 2017 2018e 2019e 2020e 2021e 2022e 2023e CAGR Série1 BUS$ $45,99 $53,73 $62,19 $70,97 $79,31 $88,88 $101,72 15% Série2 BUnits 70,8 85,5 102,7 120,5 139,8 159,7 185,3 17% ASP ($) $0,65 $0,63 $0,61 $0,59 $0,57 $0,56 $0,55-3% $0,80 $0,70 $0,60 $0,50 $0,40 13

US$M SEMICONDUCTOR-BASED SENSORS AND ACTUATORS FORECAST, BY DEVICE IN US$M $120 000 From $50+B in 2018 to $100+B in 2023! MEMS & Sensors forecast 2017-2023 $100 000 $80 000 $60 000 The MEMS and sensors market will reach $100B in 2023 $40 000 $20 000 $0 2017 2018e 2019e 2020e 2021e 2022e 2023e CAGR OTHERS $2 299 $2 687 $3 110 $3 548 $3 965 $4 444 $5 086 14% RF $7 191 $9 231 $11 932 $14 678 $16 669 $20 190 $22 537 21% RADARS $5 137 $6 671 $8 023 $8 801 $9 830 $10 753 $12 465 16% 3D SENSORS $1 873 $2 911 $4 045 $5 446 $7 215 $9 034 $14 034 40% SPECTRAL SENSORS $399 $446 $490 $538 $587 $640 $698 10% FINGERPRINT SENSORS $3 867 $3 977 $4 075 $4 431 $4 847 $5 204 $5 587 6% GAS SENSORS $698 $751 $809 $863 $932 $1 017 $1 113 8% MAGNETIC SENSORS $1 756 $1 880 $2 016 $2 167 $2 335 $2 522 $2 724 8% CIS $13 362 $15 285 $17 033 $18 705 $19 978 $20 737 $21 524 8% MEMS (excl. BAW) $9 407 $9 893 $10 660 $11 787 $12 948 $14 336 $15 952 9% Others includes fiber-optic sensors, particle sensors, new sensor developments (such as NEMS) 14

MEMS MARKET SIZE VS. CAGR CAGR 2017-23 Oscillators $140M $2.2B 2017 Market value 2023 Market value 50% 30% RF MEMS $2.4B $15B 15% 10% Microfluidics Environmental MEMS $70M $140M $190M $440M RF MEMS and Oscillators are both boosting the MEMS market in CAGR and value. Infra red $660M $1B 5% Optical MEMS $730M $990M Inertial MEMS $3.5B $4B Microphones $1B $1.4B Pressure $1.6B $2B $10M $100M $1B $10B Market Size (US$M) 15

2018 PLANE, CAR, SMARTPHONE SENSORS CONTENT 1 year for manufacturing 1-2 days for manufacturing Few hours for manufacturing 5k sensors 50-100 sensors 10-20 sensors Sensors value/system: 5% Sensors value: $5M Plane ASP: $100M Sensor ASP: $1,000 Sensors value/system: 2.5% Sensors value: <$1,000 Car ASP: $30,000 Sensors value Sensor ASP: $10 will grow Smartphone ASP: $500M (autonomous Sensor ASP: $2 vehicles) Sensors value/system: 6% Sensors value: $30M 10 years of R&D 5 years of R&D 6 months- 1year of R&D Sensors value will grow (3D sensing) 16

MEMS IS STILL AN INNOVATIVE TECHNOLOGY STARTUPS TO FOLLOW US, 2017 MEMS gas chromatography/e-nose US MEMS FTIR US, 2013 MOEMS lidar NL, 2010 now US, 2016 Infineon MEMS micro switch MEMS mirrors France, 2016 US, 2009 Ti MEMS for medical Piezo microphone US, 2013 now TDK MEMS ultra sound transducer US, 2014 MEMS OIS US, 2014 Ingestible sensor France, 2014 IR MEMS emitter for gas sensing Finland, 2016 MEMS resonator R&D center, Finland MEMS hyperspectral Austria, 2014 MEMS speaker Israel, 2015 ADAS-based FIR camera Israel, 2016 MEMS lidar China, 2014 MEMS Lidar These MEMS startups are today paving the way to new type of MEMS sensors and actuators: piezo MEMS, titaniummems, FTIR, e-nose, ultrasounds and acoustic, FIR and hyperspectral, micro mirrors, switches, resonators. 17

2017 RANKINGS - TOP 30 MEMS PLAYERS $910 $1 411 $1 160 $1 275 $630 $757 $787 $673 $585 $626 $464 $478 $420 $415 $368 $363 $343 $349 $333 $328 $202 $320 $182 $286 $244 $262 $240 $251 $229 $246 $402 $238 $215 $215 $215 $213 $293 $148 $112 $129 $62 $128 $115 $121 $80 $109 $100 $109 $211 $90 $63 $86 $72 $81 $78 $80 $53 $76 $70 $71 Important note: the repositioning of Amphenol, Denso, Sensata and Melexis is not because of the decrease of business but due to an updated estimation of their MEMS revenues at first level packaging only. $1 600 Broadcom is now MEMS IDM number 1. $1 400 $1 200 $1 000 Broadcom climbed from #2 in 2016 to #1 in 2017! $800 $600 $400 $200 $0 2016 MEMS sales 2017 MEMS sales 18

THE WHOLE STORY US$M $1 600,0 Different MEMS companies, different stories $1 400,0 $1 200,0 $1 000,0 $800,0 $600,0 $400,0 ROBERT BOSCH STMICROELECTRONICS TEXAS INSTRUMENTS BROADCOM HEWLETT PACKARD QORVO KNOWLES ELECTRONICS $200,0 $0,0 2009 2010 2011 2012 2013 2014 2015 2016 2017 19

MEMS FOUNDRY RANKINGS $200 $180 $160 $140 $120 $100 $174 $160 Only the MEMS foundry business is taken into account - *Players can also perform ASIC foundry which is not counted here Yole Developpement May 2018 $80 $60 $40 $60 $50 $50 $47 $41 $63 $42 $38 $40$42 $20 $0 $21 $21 $21 $20 $19 $19 $19 $18 $18 $18 $18 $15 $14 $15 $14$12 $10 $9 $10 $6 $6 $6 $6 $6 $17$16 2017 Sales 2016 Sales 20

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Source: Wikimedia Commons Yole Développement From Technologies to Market 2018

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REPORTS COLLECTION o Yole Développement, System Plus Consulting, KnowMade and PISEO, all part of Yole Group of Companies, keep on increasing their collaboration to offer, in 2018, a collection of 150+ reports. Combining respective expertise and methodologies from the 4 companies, the reports aim to provide market & technology analysis, patent investigation and patent infringement risk analysis, teardowns & reverse costing analysis.they cover: 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 Software Memory o You are looking for: An analysis of your product market A review of your competitors evolution An understanding of your manufacturing and production costs An understanding of your industry technology roadmap and related IPs A clear view on the evolution of the supply chain Our reports are for you! www.i-micronews.com The combined team of 60+ experts (PhDs, MBAs, industry veterans ) from Yole Développement, System Plus Consulting, KnowMade and PISEO, 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 20 years, we worked on more than 1 700 projects, interacting with technology professionals and high level opinion makers from the main players of the industry. o In 2018, Yole Group of Companies plan to publish +150 reports. Gain full benefit from our Bundle Subscription offers and receive at least a 36% discount. 2018 www.yole.fr About Yole Développement 9

OUR 2018 REPORTS COLLECTION (1/3) MEMS & SENSORS Status of the MEMS Industry 2018 - Update Silicon Photonics 2018 - Update Consumer Biometrics: Sensors & Software 2018 - Update MEMS Pressure Sensors 2018 Air Quality Sensors 2018 o REVERSE ENGINEERING & COSTING REVIEW by System Plus Consulting Gas & Particles Sensors MEMS Pressure Sensors Piezo MEMS 2018 * o PATENT ANALYSES by KnowMade MEMS Microphone Patent Landscape Analysis RF DEVICES AND TECHNOLOGIES 5G impact on RF Front End Modules and Connectivity for Cellphones 2018 Update RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023 Update Advanced RF System-in-Package for Cellphones 2018 Update * Wireless technologies (Radar, V2X) for Automotive 2018 RF Standards and Technologies for Connected Objects 2018 RF & Photonic Components & Technologies for 5G Infrastructure 2018 o REVERSE ENGINEERING & COSTING REVIEW by System Plus Consulting RF Front-End Modules in Smartphones RF GaN* o PATENT ANALYSES by KnowMade RF Front End Module Patent Landscape Analysis RF GaN Patent Landscape Analysis IMAGING & OPTOELECTRONICS Status of the CMOS Image Sensor Industry 2018 Update Status of the Compact Camera Module and Wafer Level Optics Industry 2018 - Update 3D Imaging and Sensing 2018 - Update Machine Vision for Industry and Automation 2018 Sensors for Robotic Vehicles 2018 Imagers and Detectors for Security and Smart Buildings 2018 LiDAR 2018: Market and technologies o QUARTERLY UPDATE by Yole Développement CMOS Image Sensors 2018 * o REVERSE ENGINEERING & COSTING REVIEW by System Plus Consulting CMOS Image Sensors Compact Camera Modules o PATENT ANALYSES by KnowMade LiDAR Patent Landscape Analysis SOFTWARE Consumer Biometrics: Sensors & Software 2018 - Update Processing Hardware and Software for AI 2018 Vol. 1 & 2 Update : 2017 version still available / *To be confirmed 2018 www.yole.fr About Yole Développement 10

OUR 2018 REPORTS COLLECTION (2/3) ADVANCED PACKAGING Status of Advanced Packaging Industry 2018 - Update Status of Advanced Substrates 2018: Embedded Die and Interconnects, Substrate Like PCB Trends Fan-Out Packaging 2018 Update* 3D TSV and Monolithic Business Update 2018 Update Advanced RF System-in-Package for Cellphones 2018 Update* Power Modules Packaging 2018 Update Discrete Power Packaging 2018 Update* Memory Packaging Market and Technology Report 2018 Update* Status of Panel Level Packaging 2018 Trends in Automotive for Advanced Packaging 2018 Processing Hardware and Software for AI 2018 Vol. 1 & 2 Integrated Passive Devices (IPD) 2018 o REVERSE ENGINEERING & COSTING REVIEW by System Plus Consulting RF Front-End SiP Fan-Out Packaging * o PATENT ANALYSES by KnowMade Hybrid Bonding for 3D Stack Patent Landscape Analysis MANUFACTURING Wafer Starts for More Than Moore Applications Equipment for More than Moore: Technology & Market Trends for Lithography & Bonding/Debonding 2018 Equipment for More than Moore: Technology & Market Trends for Thin Film Deposition & Etching 2018 Polymeric Materials for wafer-level Advanced Packaging 2018 o REVERSE ENGINEERING & COSTING REVIEW by System Plus Consulting Wafer Bonding Technology Overview 2018 MEMORY Emerging Non Volatile Memory 2018 Update Memory Packaging Market and Technology Report 2018 Update* o QUARTERLY UPDATE by Yole Développement** Memory Market 2018 (NAND & DRAM) o MONTHLY UPDATE by Yole Développement** Memory Pricing 2018 (NAND & DRAM) o REVERSE ENGINEERING & COSTING REVIEW by System Plus Consulting DRAM Technology & Cost Review 2018 NAND Memory Technology & Cost Review 2018 o PATENT ANALYSES by KnowMade 3D Non-Volatile Memories Patent Landscape Analysis COMPOUND SEMICONDUCTORS MARKET AND TECHNOLOGY REPORT by Yole Développement Status of Compound Semiconductor Industry 2018* Power SiC 2018: Materials, Devices, and Applications - Update Power GaN 2018: Materials, Devices, and Applications Update RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023 Update GaAs Materials, Devices and Applications 2018 InP Materials, Devices and Applications 2018 o REVERSE ENGINEERING & COSTING REVIEW by System Plus Consulting Power SiC Devices Power GaN Devices o PATENT ANALYSES by KnowMade Power SiC Patent Landscape Analysis Status of the GaN IP Patent Watch 2018 & Patent Activity 2017 Update : 2017 version still available / *To be confirmed / ** Can not be selected within an Annual Subscription offer 2018 www.yole.fr About Yole Développement 11

OUR 2018 REPORTS COLLECTION (3/3) POWER ELECTRONICS MARKET AND TECHNOLOGY REPORT by Yole Développement Status of Power Electronics Industry 2018 - Update Power Modules Packaging 2018 - Update Discrete Power Packaging 2018 Update* Power Electronics for EV/HEV 2018 - Update Wireless Charging Market Expectations and Technology Trends 2018 Integrated Passive Devices (IPD) 2018 o QUARTERLY UPDATE by Yole Développement Power ICs Market 2018 Update o REVERSE ENGINEERING & COSTING REVIEW by System Plus Consulting Power ICs Market 2018* Power Modules* BATTERY AND ENERGY MANAGEMENT Solid State Electrolyte Battery 2018 Li-ion Battery Packs for Automotive and Stationary Storage Applications 2018 - Update o PATENT ANALYSES by KnowMade Solid-State Batteries Patent Landscape Analysis Status of the Battery IP Patent Watch 2018 & Patent Activity 2017 SOLID STATE LIGHTING IR LEDs and Lasers 2018: Technology, Industry and Market Trends - Update Automotive Lighting 2018: Technology, Industry and Market Trends - Update UV LEDs 2018: Technology, Industry and Market Trends - Update VCSELs 2018: Technology, Industry and Market Trends LiFi 2018: Technology, Industry and Market Trends o REVERSE ENGINEERING & COSTING REVIEW by System Plus Consulting VCSELs 2018 UV LEDs 2018 * DISPLAYS MicroLED Displays 2018 Update Quantum Dots and Wide Color Gamut Display Technologies 2018 - Update Displays and Optical Vision Systems for AR / VR / MR 2018 o PATENT ANALYSES by KnowMade MicroLED Display Patent Landscape Analysis MEDTECH BioMEMS & Non Invasive Emerging Biosensors: Microsystems for Medical Applications 2018 - Update Point-of-Need Testing: Application of Microfluidic Technologies - Update Neurotechnologies and Brain Computer Interface 2018 CRISPR-Cas9 Technology: From Lab to Industries 2018 Ultrasound technologies for Medical, Industrial and Consumer 2018 Inkjet Functional and Additive Manufacturing for Electronics 2018 Liquid Biopsy 2018: From Isolation to Downstream Applications Chinese Microfluidics Industry 2018 Scientific Cameras for the Life Sciences & Analytical Instrumentation Laboratory Markets 2018* o PATENT ANALYSES by KnowMade Microfluidic IC Cooling Patent Landscape Analysis Circulating Tumor Cell Isolation Patent Landscape Analysis Organ-on-a-Chip Patent Landscape Analysis OCT Medical Imaging Patent Landscape Analysis Update : 2017 version still available / *To be confirmed 2018 www.yole.fr About Yole Développement 12

OUR 2017 PUBLISHED REPORTS (1/3) MEMS & SENSORS Status of the MEMS Industry 2017 High End Inertial Systems Market and Technology 2017 Magnetic Sensors Market and Technologies 2017 MEMS and Sensors for Automotive - Market and Technology Trends 2017 Acoustic MEMS and Audio Solutions 2017 Sensors and Sensing Modules for Smart Homes and Buildings 2017 Fingerprint Sensor Applications and Technologies Consumer Market Focus 2017 o REVERSE COSTING REPORT by System Plus Consulting Continental SRL1: State-of-the-art LiDAR for Advanced Driver Assistance Systems Reverse Costing Report Bosch Mobility Ultrasonic Sensor Reverse Costing Report MEMS Packaging 2017 - Reverse Costing Review Bosch BMP380 Pressure Sensor Reverse Costing Report ADVANCED PACKAGING Status of the Advanced Packaging Industry 2017 Embedded Die Packaging: Technology and Market Trends 2017 Fan-Out: Technologies and Market trends 2017 Advanced Substrates Overview: From IC Package to Board 2017 3D TSV and 2.5D Business Update - Market and Technology Trends 2017 Advanced RF System-in-Package for Cellphones 2017 Memory Packaging Market and Technology Report 2017 MEMS Packaging 2017 Emerging Non-Volatile Memory 2017 o REVERSE COSTING REPORT by System Plus Consulting NVIDIA Tesla P100 - Reverse Costing Report MEMS Packaging - Reverse Technology Review Advanced RF SiP for Cellphones 2017 - Reverse Costing Review IMAGING & PHOTONICS Status of the CMOS Image Sensor Industry 2017 3D Imaging and Sensing 2017 Uncooled Infrared Imaging Technology & Market Trends 2017 Camera Module Industry Market and Technology Trends 2017 o REVERSE COSTING REPORT by System Plus Consulting FLIR Boson a small, innovative, low power, smart thermal camera core Reverse Costing Report Camera Module Physical Analyses Overview 2017 RF DEVICES AND TECHNOLOGIES RF Front End Modules and Components for Cellphones 2017 Advanced RF System-in-Package for Cell Phones 2017 5G Impact on RF Front-End Industry 2017 SOFTWARE Embedded Software in Vision Systems MEDTECH Status of the Microfluidics Industry 2017 Solid-State Medical Imaging 2017 Organs-On-Chips 2017 Connected Medical Devices Market and Business Models 2017 Artificial Organ Technology and Market analysis 2017 Medical Robotics Technology & Market Analysis 2017 2018 www.yole.fr About Yole Développement 13

OUR 2017 PUBLISHED REPORTS (2/3) MANUFACTURING Laser Technologies for Semiconductor Manufacturing 2017 Equipment and Materials for 3D TSV Applications 2017 Equipment and Materials for Fan-Out Packaging 2017 Glass Substrate Manufacturing in the Semiconductor Field 2017 BATTERIES & ENERGY MANAGEMENT Status of the Rechargeable Li-ion Battery Industry Market Opportunities for Thermal Management Components in Smartphones DISPLAYS MicroLED Displays Quantum Dots and Wide Color Gamut Display Technologies Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays SOLID STATE LIGHTING LED Packaging 2017: Market, Technology and Industry Landscape CSP LED Lighting Modules IR LEDS and VCSELs - Technology, Applications and Industry Trends LED Lighting Module Technology, Industry and Market Trends 2017 Automotive Lighting: Technology, Industry and Market Trends 2017 Horticultural LED Lighting: Market, Industry, and Technology Trends POWER ELECTRONICS Status of the Power Electronics Industry 2017 Thermal Management Technology and Market Perspectives in Power Electronics and LEDs 2017 Gate Driver Market and Technology Trends 2017 Power MOSFET 2017: Market and Technology Trends Power Module Packaging: Material Market and Technology Trends 2017 IGBT Market and Technology Trends 2017 o QUARTERLY UPDATE by Yole Développement Power Management ICs Market 2017 o REVERSE COSTING REPORT by System Plus Consulting EPC2045 100V GaN-on-Silicon Transistor Reverse Costing Report Silicon Capacitor - Technology and Cost Review Industrial 100V MOSFET - Technology and Cost Review InvenSense ICM-20789: High Performance 6-Axis Motion Sensor and Pressure Sensor Combo Reverse Costing Report COMPOUND SEMICONDUCTORS Bulk GaN Substrate Market 2017 RF Power Market and Technologies 2017: GaN, GaAs and LDMOS Power SiC 2017: Materials, Devices, Modules, and Applications Power GaN 2017: Epitaxy, Devices, Applications, and Technology Trends 2018 www.yole.fr About Yole Développement 14

OUR 2017 PUBLISHED REPORTS LIST (3/3) OUR PARTNERS REPORTS PATENT ANALYSES by KnowMade Wireless Charging Patent Landscape Analysis RF Acoustic Wave Filters Patent Landscape Analysis NMC Lithium-Ion Batteries Patent Landscape Analysis Pumps for Microfluidic Devices Patent Landscape III-N Patent Watch FLUIDIGM Patent Portfolio Analysis Knowles MEMS Microphones in Apple iphone 7 Plus Patent-to-Product Mapping 2017 Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping Patent Licensing Companies in the Semiconductor Market - Patent Litigation Risk and Potential Targets Microfluidic Technologies for Diagnostic Applications Patent Landscape TEARDOWN & REVERSE COSTING by System Plus Consulting More than 60 teardowns and reverse costing analysis and cost simulation tools published in 2017 MORE INFORMATION o o All the published reports from the Yole Group of Companies are available on our website www.i-micronews.com. Ask for our Bundle 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). 2018 www.yole.fr About Yole Développement 15

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 T E INP E R S ON @Micronews 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 11,200+ monthly unique visitors, the 10,500+ weekly readers of @Micronew se-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. Several key events planned for 2018 on different topics to attract 120 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 340 registrants per webcast Contact: Camille Veyrier (veyrier@yole.fr), Marketing & Communication Project Manager 2018 www.yole.fr About Yole Développement 16

CONTACT INFORMATION o CONSULTING AND SPECIFIC ANALYSIS, REPORT BUSINESS North America: Steve LaFerriere, Senior Sales Director for Western US & Canada Email: laferriere@yole.fr + 1 310 600-8267 Troy Blanchette, Senior Sales Director for Eastern US & Canada Email: troy.blanchette@yole.fr +1 704 859-0453 Japan & Rest of Asia: Takashi Onozawa, General Manager, Asia Business Development (Korea, Singapore, India & ROA) Email: onozawa@yole.fr - +81 34405-9204 Miho Othake, Account Manager (Japan) Email: ohtake@yole.fr - +81 3 4405 9204 Itsuyo Oshiba, Account Manager (Japan) Email: oshiba@yole.fr - +81-80-3577-3042 Greater China: Mavis Wang, Director of Greater China Business Development Email: wang@yole.fr - +886 979 336 809 Europe: Lizzie Levenez, EMEA Business Development Manager Email: levenez@yole.fr - +49 15 123 544 182 RoW: Jean-Christophe Eloy, CEO & President, Yole Développement Email eloy@yole.fr - +33 4 72 83 01 80 o FINANCIAL SERVICES (in partnership with Woodside Capital Partners) Jean-Christophe Eloy, CEO & President Email: eloy@yole.fr - +33 4 72 83 01 80 Ivan Donaldson, VP of Financial Market Development Email: ivan.donaldson@yole.fr - +1 208 850 3914 o GENERAL Public Relations: leroy@yole.fr - +33 4 72 83 01 89 Email: info@yole.fr - +33 4 72 83 01 80 Follow us on 2018 www.yole.fr About Yole Développement 17