2016 Press Releases




Embedded die: from incubation to high volume production

Embedded die in substrate platform has its own history and adoption scheme compared to other advanced packaging platforms, explains Yole Développement (Yole). Indeed while the first significant volume of embedded die in IC package substrate came from DC/DC converters in smartphones, penetration in other market segments of interest to embedded die such as automotive, medical or aerospace was simply delayed due to much longer qualification times and regulatory approval cycles.
Furthermore, embedded die platforms are showing different drivers compared to competing solutions…
The embedded die platform has been incubated and brewed for years patiently waiting for the right moment to appear on the scene in considerable volume. It seems we are finally nearing the point of inflection – from incubation to volume, comments Yole’s Advanced Packaging & Semiconductor Manufacturing team...



LEDs and power electronic innovations are converging to handle module-level thermal management

In 2015, all economic indicators pointed to continued market growth for both industries, power electronics and LED , especially with IGBT modules boosted by EV/HEV industry and general lighting applications, a killer application for LEDs since 2012 . To support this growth and answer the thermal management needs in power electronics and LED, lot of innovative technologies are emerging...



Biometrics: the smartphone wave is reshuffling the cards…

The evolution of the smartphone industry since ten years offers to biometric technologies a huge opportunity to install sensors on each human. Today biometrics technologies are rapidly integrated and evolve quickly.
Yole Développement (Yole), the “More than Moore” market research and strategy consulting company confirms, consumer sector, especially smartphone applications are driving the biometrics development: consumer applications are today representing 66% of the total hardware biometric market, against only 2% in 2010. 2021 is showing the same trend with 10% CAGR from 2016 to 2021...


Sandrine Leroy, Press Relations & Corporate Communication Manager (Email: leroy@yole.fr / Phone: +33 (0) 472 83 01 89).


LED solution: an opportunity to stand out through design & additional functionalities
Dec. 6 - LED | PISEO

LED technology is no longer exclusive to the lighting industry. The added value of LED solutions and the benefits they offer at the system level are now well-known. LEDs are gradually expanding into new market segments: transportation with a special focus on the automotive sector, medicine, agriculture and more. LEDs have become ubiquitous.
... “Today, LED technology is no longer just an alternative solution,” comments Joel Thome, Director at PISEO. “At PISEO, we are completely re-thinking the system to develop an end solution that uses all the benefits of LED technology.” At the cutting edge of innovation, PISEO will reveal its activities and detail the added value of its services at its press conference at FORUM LED 2016...


LED packaging: new relays of growth are required for LED companies to survive
Nov. 29 - Advanced Packaging - Yole Développement

Within a highly competitive landscape due to a strong price pressure, most of the LED companies are looking for business opportunities and adopt different strategies of development. Vertical integration, product, application and activity diversification… New relays of growth are required for LED players to survive.
From a packaging point of view, more and more packaged LED manufacturers selected the vertical integration strategy to move towards the module level and add more and more value in their LED components...


Fan-out: the most dynamic IP landscape in advanced packaging
Nov. 29 - Advanced Packaging - KnowMade

In the fast-growing Fan-Out market showing 80% increase between 2015 and 2017 , it is today essential to deeply understand the patent strategies of the key players. The Technology Intelligence & IP Strategy Company, KnowMade has thoroughly investigated the Fan-Out packaging patent landscape and releases today the new patent landscape analysis titled Fan-Out Wafer Level Packaging...

FREE WEBCAST: “Numerous platforms and a big buzz… Is there a Fan-Out bubble?”. On December 13 at 5:00 PM CET. More info. Camille Veyrier


SiP impact, smartphone market saturation… What will be the future of Fan-in packaging?
Nov. 24 - Advanced Packaging - Yole Développement

Fan-In packaging has been a successful and steadily growing platform for over a decade. However Fan-In packaging should face a challenging future, announces Yole Développement (Yole), the “More than Moore” market research and strategy consulting company. Indeed, despite of unchanged market drivers, Fan-In packaging is showing an uncertain future with a slowing down smartphone market and the growing adoption of SiP technologies. The integration of Fan-In functions in SiP could disrupt the Fan-In market...


Li-ion battery technology challengers: how to get an access to the market?
Nov. 24 - Batteries & Energy Management - Yole Développement

Today, there is a relatively large variety of different battery technologies that can challenge Li-ion batteries. Under its new report titled Beyond Li-Ion Batteries: Present & Future Li-Ion Technology Challengers, Yole Développement (Yole) identifies: NAS , Li-S , Na-ion , Mg-ion , Li-air , zinc-air and flow batteries, and LIC . Some of these technologies are at the R&D stage and some are already in commercial production...


3D TSV IP landscape for memory applications: who owns what?
Nov. 22 - Advanced Packaging - KnowMade

The last two years have showed some important changes within the 3D TSV memory market. First commercial products including 3DS DDR4 , HBM and HMC have been released by the microelectronics giants. Then first patent litigations took place between ELM 3DS and leaders such as Samsung Electronics, SK Hynix and Micron Technology. Indeed, since mid-2000s, more than 400 patents families relating to TSV stacked memory technology have been published according to TSV Stacked Memory Patent Landscape Analysis (Sept. 2016) from KnowMade, a technology intelligence and IP strategy consulting company...


Organic Thin Film Transistor (OTFT) for display applications: dream or reality?
Nov. 15 - LED - Yole Développement

“Displays could be the first killer application for OTFT ”, announces the “More than Moore” market research and strategy consulting company, Yole Développement (Yole). “The OSC industry is at a turning point and the next 18 months are going to be critical”, confirm Yole’s analysts…


Imaging technology transforming step by step the automotive industry: Yole’s analysts announce 371 million automotive imaging devices in 2021
Nov. 14 - Imaging - Yole Développement

Imaging technology, which is currently mainly composed of visible, 3D and night vision cameras, is exploding into the automotive space. The “More than Moore” market research and strategy consulting company, Yole Développement (Yole) announces 20% CAGR between 2015 and 2021 in revenue: indeed, from a system perspective, revenue will reach US$7.3 billion in 2021.


The best MEMS microphones for the iPhone 7 Plus: Apple selected STMicroelectronics, Goertek/Infineon Technologies & Knowles
Nov. 9 - MEMS & Sensors - System Plus Consulting

The MEMS microphone market has enjoyed continuous growth since its debut. The “More than Moore” market research and strategy consulting company, Yole Développement (Yole) forecasts a 10% CAGR between 2015 and 2021. According to its analysts, this growth is due a strong demand coming from the smartphone and home appliance market segment. Today, MEMS microphones’ penetration rate in smartphones is already close to 100%...


The silicon photonics industry is ready for take-off. Objective: a multibillion dollar market
Nov. 8 - Photonics - Yole Développement

Datacenters with few other emerging applications will become a multibillion dollar market for silicon photonics by 2025. Transporting high level of data with existing technologies will soon reach its limit and photons will continue replacing step by step electrons throughout networks. Growing investments made by VCs have been identified by Yole Développements’ analysts and few startups have been created in this sector. All these indicators confirm the trend: silicon photonic technologies have reached the tipping point that precedes massive growth…


Passive components: massive technology innovations are needed to follow the power converter industry growth
Nov. 7 - Power electronics - Yole Développement

The overall inverter market in 2015 exceeded US$ 47 billion driven by many market segments including EV/HEV , PV inverters, rail traction, wind turbines and more. “With an impressive 6% CAGR until 2021 , the power converter is clearly driving the power passive components market”, announces the “More than Moore” market research and strategy consulting company, Yole Développement (Yole).
Under its new power electronics report titled “Passive Component Technologies & Market Trends for Power Converters” Yole’s analysts detail this market evolution and propose a comprehensive overview of the latest technology trends. According to Mattin Grao Txapartegi, Power Electronics Analyst at Yole, CAGR between 2015 and 2021 of the power capacitor market reaches +10%...

FULL PRESS RELEASE: English version - German version

The gas sensor market is about to change
Nov. 2 - MEMS & Sensors

Nowadays, the number of enforceable patents dedicated to miniaturized gas sensors is increasing worldwide, and several companies already stand out by their strong IP position.
According Yole Développement’s analysts , the market size of gas sensors for consumer applications should grow from US$12 million in 2015 to more than US$95 million in 2021, with an upside of US$60 million if massive adoption of the innovative technologies is confirmed. With a 33% CAGR between 2014 and 2020, this segment is poised to experience the highest grow rate of the gas sensor market. All of these signs suggest the market start...


The Chinese advanced packaging ecosystem: what will happen next years...
Nov. 1 - Advanced Packaging

In 2015, more than US$1 billion was invested in China’s advanced packaging ecosystem, announces Yole Développement (Yole) in its report Status and Prospects for the Advanced Packaging Industry. And right now, more than 100 companies are involved in assembly & packaging activities in China. Almost all key global IDMs and OSATs have a packaging facility in China to take advantage of low costs.
But what are the strategies of these companies? How do they ensure their market positioning and their development in the Chinese advanced packaging industry? Is there a specific approach according to their business model? … 


iPhone 7: Apple underwent a strategic change by selecting TSMC’s inFO platform
Oct. 20 - Advanced Packaging

Each year, Apple integrates more and more innovative technologies in its iPhone products. This year, with the new iPhone 7 and its A10 processor, the leading company is the first organization to bring out PoP WLP at the consumer scale. Apple underwent a strategic change by selecting TSMC’s new inFO-PoP packaging technology for its new A10 processor. Without doubt, this technical choice had a strong impact on the advanced packaging industry: according to Yole Développement (Yole), fan-out activity revenues forecast should reach about US$ 2.5 billion in 2021, with 80% growth between 2015 and 2017 (1).
System Plus Consulting, proposes today a detailed technology analysis of Apple’s A10 processor, named TSMC Integrated Fan-Out (inFO) Package in Apple’s A10 Application Processor...


How sensing technologies will impact our future...
Oct. 17 - MEMS & Sensors

Consumer applications, especially smartphones and tablets, have been the main driver of the MEMS & Sensors industry for some time now. Today, a general slowdown has been clearly identified by the players and confirmed by the Yole Développement (Yole) report, Status of the MEMS Industry (Yole Développement, May 2016). The future of MEMS & Sensors is still bright. Some applications, including IoT , drones, autonomous driving and AR/VR , are showing promising business opportunities and could be part of our future.
How will the sensor industry evolve? To respond to such opportunities, what technical choices will MEMS & Sensors companies make and what marketing strategies will they establish?


Sapphire industry: More than just LEDs!
Oct. 13 - LED

LED remains the dominant sapphire application in 2016. Overall, rates of usage in smartwatches have been disappointing and have decreased below 2015 levels. In parallel, smartphone display screen opportunities haven’t taken off. Within the highly competitive sapphire industry, players are chasing any opportunity to survive and optimize their cost structure. Prices seem to have reached bottom and stabilized after a rough ride over the last 12 months. After a dip in the second half of 2015, LED substrate demand has been growing strongly through 2016 and is now at record high levels, even triggering a limited shortage of high-quality 4" materials and wafers. According to Yole Développement (Yole), the worldwide quarterly sapphire wafer consumption for LEDs has reached 28.5 million of TIE (Q3, 2016)...


UV LED price decreases are forcing manufacturers to review their strategy
Oct. 12 - LED

Yole Développement (Yole) has identified more than 65 companies involved in the UV LED industry for disinfection/purification applications in 2016. In 2012, the UV LED industry represented an industrial ecosystem of 30-35 companies thanks to the UV LED adoption for curing applications. Since 2008, the number of UV LED companies has grown by a factor superior to 6x due to the boom of UV curing applications and the increased of potential of UV LED. And this growth has been emphasized by the strong price-pressure environment in the visible LED industry, which began in 2012. The growth in unit will even be higher in the next years, fueled by the price decrease.


GaN power devices industry: fast and furious
Oct. 7 - Power Electronics

Nothing raises more suspicion today: 2015 - 2016 have been exciting years for the GaN power business: 600V GaN is today commercially available, after many ups and downs. And GaN power IC has debuted, opening new market perspectives for GaN companies. According to Yole Développement (Yole), the “More than Moore” market research and strategy consulting company, GaN power business is expected to reach US$280 million in 2021, with an 86% CAGR between 2015 and 2021. The market is driving by emerging applications including power supply for datacenter and telecom – AC fast charger – Lidar – ET – And wireless power.

FULL PRESS RELEASE: English version - German version

Microfluidic technologies open the door to new point of need testing applications
Oct. 6 - Medical Technologies

PoN testing is not a new concept but the improvement of microfluidic technologies is changing the playground and opens up new possibilities. “Point of need testing market segment will represent more than one third of the overall in IVD industry by 2021”, announces Yole Développement (Yole) in its latest medical technologies technology & market report titled “Point-of-Need Testing: Application of Microfluidic Technologies” (Yole Développement, September 2016).
This report is focused on tests to be performed at the point of need, already commercialized or in development and based on microfluidic technologies. In this report, Yole’s analysts explain how and why microfluidics is increasingly used by diagnostics and life sciences companies. Yole’s report provides a complete update of market data and drivers, technical and economic requirements and prospects of microfluidic technologies for PoN diagnostics in all applications...


3D TSV technologies are essential for the development of heterogeneous interconnection, high end memory and performance applications
Oct. 5 - Advanced Packaging

This year again, both market segments, high end and low end, are the main targets of the TSV technologies providers. In its latest advanced packaging technology and market analysis entitled 3DIC and 2.5D TSV Interconnect for Advanced Packaging: 2016 Business Update report, Yole Développement (Yole) announces, high volume production started: 3D TSV is a reality, especially in the memory industry...


The IR imaging industry is booming: Autoliv, Ulis, Umicore, Heimann Sensors and others give their vision of the market at the 1st Ex. IR Imaging Forum
Sep. 22 - Imaging

Initially focused on military applications, the uncooled IR cameras market has grown significantly into new market segments during the last 10 years. Yole Développement’s analysts have identified 3 main applications – thermography, automotive and surveillance & security – that could reach 1.5 million units by 2021 (1).
In addition, consumer applications linked to the explosion of the smartphone market are now in high growth mode and could add more than 10 million by 2021, as detailed in the optimistic scenario of Yole Développement’s IR Imaging report entitled Uncooled IR Imaging Technology & Market Trends report (Aug. 2016). Step by step, the IR imaging industry is getting out of high-end applications and moving towards larger-volume consumer applications.


System Plus Consulting confirms: Apple 10 processor uses TSMC's InFo Technology
Sep. 21 - System Plus Consulting

System Plus Consulting announces the release in the next few weeks of a complete report on TSMC’s inFO technology used for Apple’s A10® processor packaging. And few results are already available. Indeed System Plus Consulting’s experts propose you to discover a previous of the first conclusions.[...]


LED: a big, big world?
Sep. 20 - LED

LED technology is the best bet for future developments in the automotive lighting market segment; it has already spread through interior lighting and exterior back lighting applications. The next big challenge will probably focus on exterior front lighting, mostly headlamp systems… So, could the automotive lighting sector ensure a bright future for LED technology?
“We expect LED technology’s penetration rate in this sector to continue growing in the coming years”, asserts Pierric Boulay, Technology & Market Analyst at Yole Développement (Yole).“As cost decreases, OEMs expertise Tier 1s will increase and novel functionalities will emerge, especially for advanced front lighting systems”. In parallel, other technologies such as laser and OLED are being developed, still considered as complimentary approaches (Source: Automotive lighting: Technology, Industry and Market Trends report, April 2016)...


From consumer to automotive, System Plus Consulting is at the cutting edge of innovative technologies
Sep. 14 - System Plus Consulting

Sensor technologies are a driving force in making entirely autonomous vehicles a reality. Radars, multiple camera systems and more are already currently embedded in high-end vehicles. Within 10 years, more and more innovative electronic solutions will be developed to ensure this transformation in the automotive industry and allow ADAS advances; indeed the ADAS market is expected to grow from US$2 billion to US$3.9 billion in 2017 (Source: Sensors and Data Management for Autonomous Vehicles report 2015 – Yole Développement, October 2015).

Amidst this industrial revolution, System Plus Consulting analyzes and models the production cost and selling price of semiconductors, electronic boards and systems for various companies, including automotive OEMs.
System Plus Consulting allows you to enter into the world of technology – radars, cameras, drones, smartphones – what’s inside? [...]


Microbatteries industry: a strong IP position is essential
Sep. 8 - KnowMade

The growing demand for new devices applied to IoT , wearable, environmental and implantable sectors is confirmed and directly impacting the development of innovative solutions for microbatteries. “New microbatteries technologies are intimately linked to batteries, microelectronics and nanomaterials fields”, explains KnowMade in its latest report. Indeed new battery technologies, electrodes and electrolytes materials developed for batteries could be adapted to the microbatteries. The door to innovation is now wide open [...]


Thinner wafers are forstering the growth & emergence of new dicing technologies
Sep. 5 - Semiconductor Manufacturing

•  Webcast organized by SPTS Technologies, an Orbotech company, on Sept. 14: click PLASMA DICING
•  Thin Wafer Processing & Dicing Equipment Market report from Yole Développement

Driven by rising demand for thinner wafers and stronger die, dicing technology is evolving. “Reaching more than US$100 million in 2015, the dicing equipment market will double by 2020-2021”, announces Yole Développement (Yole) (Source: Thin Wafer Processing & Dicing Equipment Market report, Yole Développement, May 2016) [...]


The sapphire industry: back to the future
Sep. 1 - Sapphire

“The sapphire industry is still plagued by overcapacity and rapid price declines,” asserts Yole Développement (Yole) in its latest report Sapphire Applications & Market 2016: LED & Consumer Electronics.

Demand for LED is increasing but will not provide enough volumes to sustain the close to one hundred sapphire makers competing in the market. Yole estimates that up to 30 companies have stopped sapphire-related activities over the last 18 months. The most prominent were OCI, DK-Aztek, HQC, Shangcheng etc. Many more have frozen most of their capacity and China counts dozens of “zombie” companies only alive by political will… [...]  

A new deal for the smartphone industry?
Sep. 1 - MEMS & Sensors

Yole Développement (Yole) expects a smartphone market volume CAGR of 6.4% between 2015 and 2021 and projects the market will attain a value of US$420 billion by 2017. In its latest MEMS & Sensors report titled Sensors for Cellphones & Tablets 2016, Yole proposes its vision of the past and future evolution of sensor technology in the highly competitive and valuable smartphone market.
“Apple is under pressure,” comments Guillaume Girardin, Technology & Market Analyst at Yole. “Sales of iPhones decreased from 108.7 million units in the first half of 2015 to 91.6 million units in the first half of 2016. There has never been a situation like this since the launch of the first iPhone.”  [...] 


Uncooled IR imaging industry: the market is taking off
Aug. 25 - Imaging 

More technologies, more products and more players… The uncooled IR imaging industry is booming. Yole Développement (Yole), the “More than Moore” market research and strategy consulting company announces: the uncooled IR imager shipments are expected to reach 15.8% CAGR between 2016 and 2021, with 1.5 million units in volume in 2021.
“Indeed, in 2021, we believe most uncooled IR applications will move toward more public awareness and added value. And most market value will expand,” analyzes Dr Eric Mounier, Senior Technical & Market Analyst at Yole. [...]  FULL PRESS RELEASE

Following the UV curing boom, disinfection and purification applications are finally ready to take off
August 25 - LED

In a short term, UV curing will drive the UV LED market, announces Yole Développement (Yole) in its new LED report entitled UV LEDs: Technology, Manufacturing and Applications Trends.
But UVC LED’s recent price reduction will see the UV disinfection/purification market take over the UV curing market by 2019/2020. In this context, Yole’s analysts expect the UVC LED market to strongly grow from US$7 million in 2015 to US$610 million by 2021. [...] 


Fan-out packaging: the most dynamic advanced packaging platform. Will it be sustainable long-term?
August 23 - Advanced Packaging

2016 is a turning point for the Fan-Out market since both leaders, Apple and TSMC changed the game and may create a trend of acceptance of Fan-Out packages.
Yole Développement (Yole) is analyzing the current market and technologies trends and offers you to discover these results within a new report entitled Fan-Out: Technologies & Market Trends 2016. [...] The success of FO packaging platforms is so undeniable today. What will be the status of the market tomorrow? What are the next steps of the leading FO players? Which technology will be the winning solutions? Yole’s analysts tell you today the story…


Storage-class memory will be the clear go-to market for emerging non-volatile memory in 2021
July 28 - Semiconductor Manufacturing

Emerging NVM sales are still moderate: Yole Développement (Yole) announces a US$53 million market in 2015. According to the “More than Moore” market research and strategy consulting company, this market is limited to niche markets due to the limited density available... “SCM will be the clear go-to market for emerging NVM in 2021,” announces Yann de Charentenay. “SCM will be adopted in enterprise storage and client applications, and later in mobile. SCM will greatly enhance systems’ speed and data protection, especially in data centers where traffic will explode in the coming years.” Customers will use either PCM or RRAM for SCM Storage (S) type applications that require high capacity, and STTMRAM for SCM Memory (M) type applications where high endurance and speed are required... FULL PRESS RELEASE

Why are some devices successful while others are not?
July 28 - MEMS & Sensors

Beyond its gloom, the MEMS industry is showing numerous emerging devices that hold promise for future growth. These innovative MEMS solutions were listed by the MEMS & Sensors team of Yole Développement (Yole) in the Status of the MEMS Industry report 2016 (Yole Développement, May 2016). Today, more than 100 businesses, startups and large companies are involved in exciting developments using MEMS technology. The MEMS approach can be defined as a transfer function: It lowers cost and improves integration and performance... FULL PRESS RELEASE

International Rectifier and Infineon Technologies, Fairchild Semiconductor and On Semiconductor, Wolfspeed and APEI... Who will be next?
July 22 - Compound Semi. & Power Electronics

Last week, Infineon Technologies’ acquisition of Wolfspeed for US$850 million in cash made lots of noise in the compound semiconductor world.
Indeed, this acquisition comes in a power electronics industry where SiC technology benefits are well-known and where business opportunities have been clearly identified by industrial companies. In its latest compound semiconductor technology & market analysis report Power SiC 2016: Materials, Devices, Modules, and Applications (June 2016, Yole Développement), the “More than Moore” market research and strategy consulting company Yole Développement (Yole) announced a US$200 million market in 2015 and a 19% CAGR between 2015 and 2021, reaching US$550 million by the period’s end.

Both Wolfspeed and Infineon Technologies are the market leaders and this pact reinforces their dominant market position. The deal also includes the related SiC wafer substrate business for power electronics and RF power electronics. According to Yole’s analyst Dr. Hong Lin, Infineon Technologies market share should increase more than 50% if the full acquisition is confirmed...FULL PRESS RELEASE

Technologies for automotive lighting: a deep mutation
July 6 - LED

After a slow increase of revenue from 2015 to 2018 due to LED cost erosion, Yole Développement’s analysts forecast a market recovery with a 23.7% CAGR between 2015 and 2021. This trends is explained by the wider adoption of advanced front lighting systems and the slow adoption of emerging light sources such as laser and OLED.
Laser technology is just at the starting point in term of adoption: there are still some questions about technology’s added-value and potential associated risks. From its side, OLED technology confirms its added-value but suffers from its very high price…
Under its latest report, Automotive Lighting: Technology, Industry & Market Trends, the “More than Moore” market research and strategy consulting is analyzing the market potential of both technologies. This new analysis presents the current status and future trends of the automotive lighting market. The market research reviews the industry structure, the technologies developed for automotive lighting and related roadmaps...


From battery cell to battery pack components, companies are seeking better margins
July 1st - Batteries & Energy Management

Battery pack components are gaining importance in the fast-growing battery pack market, reaching US$65.7 billion by 2021. Cost decrease and performance improvements will directly impact the market and contribute to a larger adoption in many applications.

Many companies have identified this potential and focused their R&D efforts on the development of disruptive technologies for Li-ion battery packs. Whereas battery cells become a sort of “standard” products, companies are developing new solutions for battery pack components in order to ensure the increase of their margins: the added-value in batteries spreads from battery cells to battery pack components.


The new face of the power electronics industry
June 29 - Power Electronics

“2015 was an important year for power electronics industry”, announces Yole Développement (Yole), the “More than Moore” market research and strategy consulting company.
Indeed 2015 corresponds to the beginning of ASP strong erosion due to the high production volume. 2015 is also related to the Chinese power electronics industry and its increasing role within the overall power electronics industry, the merge between Infineon Technologies and International Rectifier as well as an important technology evolution focused on power density increase... All these facts contribute to widely modify the power electronics landscape: Yole’s analysts are expecting lot of changes and offer you to discover the new face of the power electronics industry...


IR imaging: From niche to large volume applications
1st Executive Infrared Imaging Forum - Sep. 8, 2016 - Shenzhen, China: Register

The uncooled thermal camera market re-entered a growth phase in 2015 thanks to the success of military demand and a dynamic commercial business: shipments are today clearly driven by the three expanding commercial markets: thermography, automotive and surveillance (Source: Uncooled Infrared Imaging Technology & Market Trends report, June 2015). “And this trend will continue for several years: the uncooled thermal camera market will be multiplied by 3 between 2015 and 2020 in volume, boosted by a strong demand coming from surveillance and safety of persons market segments”, confirms Dr Eric Mounier, Senior Technology & Market Analyst from Yole Développement (Yole).


SiC power is a reality
June 27 - Compound Semi.

Today, SiC benefits are not a secret anymore and progressively lot of industries are considering the development of new products including SiC technologies. ”The SiC power business is concrete and real, with a promising outlook”, announces Yole Développement (Yole) in its latest compound semiconductor report, Power SiC 2016: Materials, Devices, Modules & Applications.
The SiC power market, diode and transistor included is estimated to be more than US$200 million in 2015 and forecasted to be more than US$550 million in 2021, with a 2015 - 2021 CAGR of 19%. SiC diodes still dominate the overall SiC market with 85% market share...
“We are at the opening stage of the SiC industry for power electronics applications”, confirm Yole’s analysts.


CMOS image sensor industry: new markets, new technology dynamics…
June 24 - Imaging

Driven by renewed mobile and automotive applications, the CIS industry is expected to expand at a CAGR of 10.4% from 2015 to 2021, reaching US$18.8 billion market value by 2021.
Yole Développement (Yole), the “More than Moore” market research and strategy consulting company, expects sustained growth of the CIS industry for the next five years. Increasing camera content in smartphones will more than offset slower smartphone volume growth. The trend for dual and 3D cameras will have a major impact on CIS volumes. While it is too early to fully describe the strategy of the main actors yet, some products are already on the market.
What is the status of the CIS industry today? What will be the impact of the disruptive technologies? Beyond the technical challenges, who will be the winners?


What is driving the advanced packaging market in China?
June 16 - Advanced Packaging

Driven by a strong semiconductor market outlook and aggressive investment in advanced packaging capability fueled by strong government support, advanced packaging revenue in China is expected to reach US$ 4.6 billion in 2020, against US$ 2.2 billion in 2015, announces Yole Développement (Yole). This market is showing an impressive 16% CAGR during this period. China has the world’s largest population, and its economy will continue to grow at a high pace: the economists predict a 6% growth, reaching around US$16 trillion by 2020. Also, an increase in per capita income (more purchasing power) will ensure China remains a dominant market in the coming years. Today, no business can afford to ignore China…


The sapphire industry: what's next?
June 9 - LED

Almost two years after GTAT’s bankruptcy, the sapphire industry is still there. Its decor and characters have, of course, changed but the story is still unfolding… Survival strategies, emerging applications and niche markets, mergers and acquisitions… all the protagonists are contributing to altering the landscape, trying to identify new business opportunities to absorb the sapphire overcapacity. China is a major contributor to the story with new investments and emerging companies in this already saturated industry.
What is the impact on the sapphire supply chain? What are the strategies to be adopted to succeed? What are the long-term perspectives?


2016, a new virtuous cycle?
June 8 - MEMS & Sensors

Recent years have been a golden age for MEMS markets, with large, increasing volumes driven by consistent smart phone shipment growth. “We have now entered more uncertain times,” announces Yole Développement (Yole). The market for smart phones/portable applications is levelling out, meaning MEMS markets are growing more slowly than in previous years. Today, CAGR from 2015-2021 for the value of MEMS markets will be 8.9%, moving from US$11.9 billion to US$20 billion. Over the same period the CAGR of units shipped will be 13%...


The inverter industry in China: Local players are gradually becoming unavoidable
June 2 - Power Electronics

Chinese players have become leaders in diverse inverter market segments, forcing foreign players to collaborate with each other… The rail traction leader was created by the merger of CSR and CNR to form CRRC, which controls more than 40% of the market. Goldwind has become leader of the wind turbine market, dethroning historical leaders such as Vestas and GE for the first time. And while SMA has kept its number one position in the PV inverter market, both Sungrow and Huawei had better results in terms of new installed capacity in MW …


GaN-on-Si technologies: let the games beging
May 30 - Compound Semi.
It is now common knowledge throughout the semiconductor industry: MACOM Technology Solutions Holdings, Inc. (MACOM), a supplier of high-performance analog RF, microwave, millimeter wave and photonic semiconductor products for diverse applications, is pursuing legal action against Infineon Technologies AG (Infineon), a provider of semiconductor solutions. The story is complex yet so predictable...


An increasing number of healthcare applications is using BioMEMS components
May 26 - Medical Technologies

BioMEMS have been used for years, for plenty of applications. Some are linked to solid, mature, slow-growing industries, while others are part of booming applications that are adding new fuel to the bioMEMS market. According to Yole Développement (Yole) analysts, this market will triple from US$2.7 billion in 2015 to US$7.6 billion in 2021

MEMS technology is contributing to the inkjet printing industry (r)evolution

Inkjet printing market is in transformation: “Not a revolution, but an evolution,” announces Yole Développement (Yole) in its latest MEMS report, Inkjet Printhead Market & Technology Trends report. And MEMS technology is largely contributing to that changes.
With a market reaching US$ 1 billion in 2021 (CAGR : 1.8% between 2016 and 2021), the MEMS printhead is one of the most mature MEMS devices.


Drones & Robots share a common destiny

Driven by a full applications range, drones and robots market is expected to grow at CAGR of 9.4% between 2015 and 2021, reaching a total revenue of US$ 46 billion by 2021. “More and better sensors means more and better robots”, asserts Yole Développement (Yole) in its latest report entitled Sensors for drones and robots: market opportunities and technology revolution.
And “More than Moore” market research and strategy consulting company explains: “Most technologies are ready today; the market will see step by step integration those technologies within robots and drones systems.” Acoustic, optical, position, touch, electromagnetic and environmental sensors are part of the drones and robots revolution...


Automotive lighting industry growth is driven by the introduction of disruptive technologies and consumer behavior changes
May 19 - LED

Car is not a simple mode of transportation anymore. In addition to security and autonomous driving features, car manufacturers are considering more and more functionalities to propose vehicles as custom and fashion item.
During the last few years, electronic, optoelectronic, software and various digital technologies along with societal changes are increasingly pressuring the automotive players in transforming offerings and business models faster than ever before. Under this context, automotive OEM firms remain focused on core competencies and also develop new ones. Lighting technologies are part of them... FULL PRESS RELEASE

Will Si SJ MOSFETS maintin their lead over GaN power devices?
May 4 - Power Electronics & Compound Semi.

SJ MOSFET components, a Si technology, were commercially released for the first time in 1998 by Infineon Technologies. This year, the company will announce the seventh generation. Though new players are entering the market, historical players are willing to maintain their lead by decreasing production cost as much as possible or by introducing different technologies.
On the other side, GaN on Si HEMTs offer new capabilities, such as the possibility of working at higher frequencies and increasingly competitive manufacturing costs. GaN on Si HEMTs are good candidates to enter the 600/650V power device sector. But at the same time, improvements in silicon SJ MOSFET components will keep them on the market and drive them to become more standardized and popular

Industrial, commercial and office printing sectors are driving the inkjet printhead industry development
May 3 - MEMS & Sensors

“Within a US$ 1 billion stagnant MEMS inkjet printhead market, the industrial market segment is showing an high level of development with 16% CAGR between 2016 and 2021,” assert Yole Développement (Yole) analysts within the new report Inkjet Printhead Market & Technology Trends 2016.  
According to the “More than Moore” market research and strategy consulting company, the inkjet printhead industry landscape is expected to change. New players, market opportunities and innovative technologies… are the key words of the inkjet printhead industry development.
Under its new report, Yole proposes an overview of the inkjet printhead industry including market figures from 2014 to 2021. The report details the technology and market trends per market segment. Yole’s analysts also present a detailed description of the current inkjet printhead technologies, thermal vs. piezoelectric as well as single-pass vs. scanning modules and permanent vs. disposable devices... FULL PRESS RELEASE

The advanced packaging industry has reached its zenith
April 13 - Advanced Packaging

To overcome the current market and technology constraints taking place today within the semiconductor industry, new advanced packaging technologies have been developed by industrial companies.
Leaders in the advanced packaging industry have identified new solutions enabling more and more functionalities to be integrated along with many devices in the same package.
Yole Développement analysts are currently noting plenty of excitement within the advanced packaging sector: research, innovation and industrialization are the key words of the current industry status.
In this context, NCAP China (NCAP) and Yole Développement (Yole) are pursuing their collaboration and have announced the second Advanced Packaging & System Integration Technology Symposium... FULL PRESS RELEASE

Gas sensors: one technology, one application
April 11 - MEMS & Sensors

Gas sensing technologies are not new. Numerous applications have existed for a while. Indeed, the use of gas detectors for safety purposes in industrial environment, for defense and patient ventilation control is quite mature already.
At Yole Développement (Yole), the analysts believe the interest in gas sensing is becoming more and more important due to three main causes:
•  Driven by growing evidence on global air quality deterioration and increasing societal concerns, air pollution has become a major topic in the society
•  The emergence of new regulations is boosting the market
•  New technology developments dedicated to the improvement of sensitivity or sensors miniaturization… enable the emergence of promising new large volume applications... PRESS RELEASE

The automotive market is turning electric
April 6 - Power Electronics

It is now confirmed! Electrified vehicles will be part of our future. Indeed, after many years of research and development, successes and failures, car manufacturers, their partners, governments and public are now ready. Thus, each one accepted the game: governments decided strong incentives to promote the electric mobility; car makers developed more and more electrified vehicles, broadening their cars range; the introduction of disruptive technologies allowed the vehicle autonomy increase... Yole Développement (Yole), the “More than Moore” market research and strategy consulting company releases the report Power Electronics for EV/HEV 2016: Market, Innovations and Trends. With this new report, the company proposes updated market metrics and forecasts for electrified vehicles and a comprehensive geographical analysis. Yole’s analysts highlight the related incentives and deterrents for market growth...


The MEMS industry: desperately seeking a second wind
April 5 - MEMS & Sensors

Against a particularly difficult international setting, the year 2015 saw some MEMS companies like Texas Instruments, Hewlett Packard, Panasonic and Canon… suffering from strong competition and pressure from markets. However, others stood out and are ranking in Yole Développement’s annual MEMS manufacturers list with impressive market growths in 2015 compared to 2014. These include Avago Technologies, Qorvo and some MEMS microphones companies to name a few.
MEMS players are depending heavily on their markets (consumer, automotive, medical industry …) as well as on other factors and are developing their own strategies by combining market needs, economic constraints and innovative business models and technologies.
Yole Développement (Yole), the “More than Moore” market research and strategy consulting company presents its annual MEMS manufacturers ranking...

A new virtuous cycle for the MEMS industry!
MEMS Executive Group (MIG) Technical Congress - Munich, Germany - March 2016

March 15 - MEMS & Sensors

Since 2000, we have entered the age of sensing and interacting with the wide diffusion of MEMS and sensors that give us a better, safer perception of our environment. MEMS have grown in volume to be almost a 15 billion units market today. And we believe that this market will double to almost 30 billion by 2020, in less than 5 years! (Source: Status of the MEMS Industry, Yole Développement, May 2015).
Claire Troadec, MEMS & Semiconductor Manufacturing Analyst from Yole Développement (Yole),the “More than Moore” market research and strategy consulting proposes you to learn more about the MEMS & sensors challenges and identify the related opportunities for the next decade. So what can we expect?
Claire’s presentation took place at the MIG Technical Congress, in Munich, Germany. Full presentation is available on i-micronews.com, presentations section ... Full press release

The GaN RF market enjoyed a healthy increase in 2015
March 23 - COMPOUND SEMI. & RF

GaN RF devices market will double over the next five years, led by GaN’s adoption across various market segments. Indeed 2015 was a significant year for the GaN RF industry: within the new technology and market report, GaN RF Devices Market: Applications, Players, Technology, and Substrates 2016 - 2022 report, Yole Développement (Yole) analysts highlighted the dramatic increase in wireless infrastructure market sales driven by the massive adoption of LTE networks in China...Read More.

Renewable energies: the power electronic players will benefit from numerous synergies between the different markets

Opportunities for power electronic players within the renewable energies sector, are not limited only to power converters and inverters. Indeed the companies also expand their business towards additional components needed for photovoltaic and wind systems as well as components and systems used in associated markets such as energy storage for example.
In parallel, power electronic players also benefit from numerous synergies between different applications: some companies, such as Ingeteam, ABB, Siemens… that are covering several renewable energy industries, propose their solutions for different markets. Because of lot of synergies between these markets, standardized bricks are step by step more considered by the power electronic companies... Read More.

Sensors have the lead role in the drones & robots market revolution
March 22 - MEMS & SENSORS

“Defense and manufacturing have been the traditional drones and robot markets,” explains Pierre Cambou, Activity Leader, Imaging, Yole Développement (Yole).“Within five years, the emerging robotic market segments will grow from 14% to 28% of the global drones and robots market share.”
Indeed these new markets will represent two times the share of the defense market and half the share of the industrial market.
The sensors for drones and robots market is expected to grow at a CAGR of 12.4% between 2015 and 2021, reaching a total revenue of US$ 709 million by 2021. The “More than Moore” market research and strategy consulting company, Yole announces within its new technology & market analysis entitled Sensors for drones and robots: market opportunities and technology revolution, the market are clearly driven by full applications range... Read more

Batteries are at the heart of energy management thinking

We need to develop innovative technologies for batteries to answer growing EV/HEV market demand and to fully exploit renewable energy generation. Batteries will increasingly be part of our daily life. Batteries, power electronic devices, photovoltaic and wind systems, energy management and electricity supply – all these market segments are connected.
Yole Développement (Yole), the “More than Moore” market research and strategy consulting company, follows the battery industry’s progress every day. But not only this – its expertise spans numerous industrial fields including compound semiconductors, power electronics, photovoltaics and more.
Consequently Yole analyzes technical and market trends and identifies the synergies between different sectors...
Read More

OLED technology for lighting: an adoption subject to condition
March 8 - LED/OLED

“OLED technology has a potential for innovative lightweight, very thin, even flexible and transparent lighting sources,” explains Pars Mukish, Business Unit Manager, LED/OLED and sapphire activities at Yole Développement (Yole). However the situation is not quite that simple: the multiplicity of OLED technologies makes the selection difficult and many challenges including high manufacturing costs, a non-structured supply chain… must be overcome.
For a long time, OLEDs have been living in the shadow of the LEDs revolution and today, OLEDs market is just 100 times smaller than the established LEDs sector.

Under its new report entitled OLED for lighting – Technology, industry and market trends, the “More than Moore” market research and strategy consulting company Yole, announces a US$ 1.5 billion market by 2021. According to Yole’s analysts, the future of OLED lighting is still uncertain. Indeed the added-value of OLED technologies have to be demonstrated towards the end-users... Read More

The wonderful world of consumer IR imaging!
March 3 - IMAGING

... According to the “More than Moore” market research and strategy consulting company Yole Développement (Yole), consumer and DIY applications of IR imagers reached US$ 20 million in 2015. Yole is expecting +26% CAGR over the 2015-2020 period (Source: Uncooled Infrared Imaging Technology & Market Trends report, Yole Développement, June 2015). Based on this announcement, Yole’s partner, System Plus Consulting, is proposing a new reverse costing & technology analysis dedicated to FLIR’s latest infrared products: the FLIR One 2nd generation camera and the FLIR LEPTON 3 LWIR core. This strategic analysis is entitled FLIR One 2nd Generation & FLIR LEPTON 3 LWIR Core and is based on a complete teardown of the thermal camera for Android and iOS… FULL PRESS RELEASE

Next September, Yole’s analysts invite you to meet leaders of the infrared imaging industry: the one-day conference entitled, 1st Executive Infrared Imaging Forum: From Niche to Large Volume Applications, which will bring together a world-class panel of users and application experts... MORE INFO.

Chinese players are increasingly competing internationally

The Chinese power electronics market used to be dominated by foreign players. That situation is rapidly changing. Local players with different business models are emerging in different sectors, challenging the established ones, not only in China but also internationally.
“Local players are presented all along the supply chain,” announces Dr Hong Lin, Technology & Market Analyst, Power Electronics & Compound Semi. at Yole Développement (Yole).“However it is often in the inverter market the competition comes the fiercest.” Yole, the “More than Moore” market research and strategy consulting company released last November a new report dedicated to the Chinese power electronics industry...
Read More

Single cell sample preparation: Welcome to a changing world…

“2015-2016 period represents a transition phase for the microfluidic single-cell market, announces Yole Développement (Yole).
The “More than Moore” market research and strategy consulting company, Yole highlights the emergence of microfluidic technologies, the entry of several new players , the numerous collaborations between industrial companies and the expected releases of new products… all contributing to the impressive growth.
According to Yole, the microfluidic market for single-cell isolation tools will more than double in value during the 2015-2016 period, reaching US$ 52.7 million in 2016 (Source: Sample Preparation Automation Through Emerging Microfluidic Technologies Report 2015, Yole Développement, November 2015).
What is the added-value of microfluidic technologies compared to existing technologies? Why have we achieved this level of growth today? What will be the next steps?… Read More

Yole’s analysts believe in a wide adoption of gas sensors in consumer products
February 11 - MEMS & SENSORS

The latest analysis from Yole Développement (Yole) and dedicated to gas sensors technology and market trends estimates that the gas sensor market is currently growing, driven by HVAC and future consumer applications. This analysis, entitled Gas Sensor Technology & Market, announces a US$ 920 million market in 2021, with +7.3% CAGR during the 2014-2021 period. “An upside market of almost $65 million in 2021 is possible if gas sensors are widely adopted in consumers products,” adds Dr Benjamin Roussel, Activity Leader, Medical Technologies at Yole.
Consumer applications including wearables and smartphones are driving new gas sensors development to reduce cost, power consumption and size, especially with MEMS technologies.
According to Yole, gas sensors are today part of the combo sensors family: not only considered as a product itself, gas sensors are more and more combined with other sensors and so increase the functionalities and value of the system... Read More

Panel level packaging:
The high volume manufacturing roadmap has yet to be built...
February 4 - Advanced Packaging & Semiconductor Manufacturing

“At Yole, we’ve identified five key packaging platforms that can be processed on a larger surface (rectangular/square),” asserts Amandine Pizzagalli, Technology & Market Analyst, Advanced Packaging & Semiconductor Manufacturing at Yole Développement.
There are FO WLP panel, organic interposer, glass panel interposer, hybrid interposer and embedded die. Some of these advanced packaging platforms, embedded die and organic interposer are already available on panel, while others like FO WLP and glass interposer have yet to be confirmed. Over the past few years, it becomes clear that some panel package choices will be more suitable than others for successful commercial development.

So, when will the panel industry take off? How will it evolve? ... Read More

Renewable energies are generating new business opportunities for power electronic companies 
February 2 - Power Electronics, batteries & Energy Management

The massive deployment of renewable electricity sources namely photovoltaics (PV) and wind is generating new business opportunities, especially within the power electronic industry. Indeed, according to Yole Développement’s analysts, the demand for PV and wind inverters is growing and the related market should exceed 152 GW by 2021. The impact is not limited only to power converters and inverters. Indeed power electronic companies can take benefit of this growth by providing additional components such as protection devices, electrical connections for photovoltaics and wind systems; and also components and systems used in associated markets (transmission & distribution, energy storage…).
According to Yole Développement (Yole), the “More than Moore” market research and strategy consulting company, the renewable energy business is globally a sustainable market.
Yole released this month a new technology and market analysis dedicated to the development of renewable energy sources and their impact on the power electronic industry. Entitled “Opportunities for Power Electronics in Renewable Electricity Generation”, this report proposes an overview of sources, drivers, barriers and synergies with the power electronic players. Yole’s analysts present the main technology needs in PV and wind markets as well as related market trends and key figures.

Read More

Disruption battle for the autonomous vehicle: a CES 2016 story
January 22 - MEMS & Sensors

It became clear to the Yole Développement (Yole) team at the Consumer Electronics Show (CES) in Las Vegas, Nevada, at the start of 2016 that the autonomous vehicle industry is a battlefield.
Thanks partly to the recently published Yole’s report, “Sensors and Data Management for Autonomous Vehicles”, we can tell you where the front lines are.
In this report, the “More than Moore” market research and strategy consulting company, Yole highlighted that the market for sensor modules for autonomous cars is expected to grow from $3 billion in 2015 to more than $35 billion in 2030. Car manufacturers and tech companies are therefore watching this business closely.
Peak hype was reached last week when car makers took over CES. People thought they were attending some kind of rebranded Automotive Show. This is not just a one-time thing – car makers’ presence grows every year.
In our last report we called the automotive industry “the next consumer electronic market”... Read More

Infrared detector industry: many innovations to drive arrays costs down
January 19 - Imaging

“The different IR detection technologies positioning depends on the application and detector size”, details Yole Développement (Yole) team in its latest IR detector analysis, entitled, Infrared Detector Technology & Market Trends report (2015 edition). Today, pyroelectric detectors and thermopiles are the two dominant IR detector technologies with their market share split roughly 60/40. Pyroelectric technology is the only motion detection option.
In parallel, the more recent thermopile technology is rather used for temperature sensing or gas detection. For arrays’ application, the competitive landscape is more complex. Indeed, Yole’s analysts identified a mix of both technologies, pyroelectric and thermopiles, depending on the applications (HVAC, smart building and more…)… Generally speaking, many innovative technologies have been developed to drive cost down in arrays.
Under this context, Yole’s analysts are analyzing the technology trends and market evolution. And they announces: US$ 10 is the target!...

Read More

Sensor technologies are mature for the autonomous driving application
January 15 -  MEMS & Sensors

Autonomous driving is arguably the most exciting development in the industry today. Indeed, according to the latest analysis from Yole Développement (Yole), entitled Sensors and Data Management for Autonomous Vehicles report 2015 (October 2015 edition), the automotive market segment is the next target of the consumer electronic players.
Currently the most advanced commercial car with autonomous features embeds about 17 sensors with two main solutions: ultrasonic sensors and cameras for surround. And by 2030, Yole anticipates more than 29 sensors... Read More

Advanced packaging: what is new on the market?
January 13 - Advanced packaging

The mobile sector is driving production and market growth; however a new market driver, IoT is on the horizon and is expected to have a significant impact on the advanced packaging industry. “IoT driven semiconductor industry consolidation, is reflecting into a highly dynamic advanced packaging landscape”, comments Andrej Ivankovic, Technology & Market Analyst, Advanced Packaging & Semiconductor Manufacturing at Yole Développement. And he adds: “Numerous packaging options developed by the industry leaders, are being explored as new IoT applications arise.”
In parallel, Yole Développement’ analysts highlight the noteworthy demand for advanced packaging solutions and the increasing number of shipped wafers: focus is turning to integration and wafer level packages to enable a functionality driven roadmap ... Read More

Wide Band Gap technologies: an opportunity to increase power devices performances
January 7 - Compound Semi.

When people think about Wide Band Gap (WBG) materials for power electronics applications, they usually think of GaN or SiC. This is a not a surprise: indeed SiC and GaN are currently the most advanced WBG technologies for power electronics applications. However, there are materials with an even larger band gap which can further increase power device performance. What is the development status of such innovative technologies? Are there already some products available on the market? What is the added-value of such materials?
Yole Développement (Yole)
proposes a comprehensive overview of the whole WBG solutions dedicated to the power electronics industry. This survey is entitled SiC, GaN and other WBG materials for power electronics applications. Including a detailed analysis of the most advanced WBG materials, SiC and GaN, Yole’s report also highlights the added-value of disruptive technologies such as Ga2O3, diamond and AlN. Yole’s analysts detail the status of such new solutions and the related technology roadmap. The “More than Moore” market research and strategy consulting company also presents the technical and market challenges facing WBG players... Read More