2020 Press Releases

MEDIA CENTER


LATEST HEADLINES

NOVEMBER 20 - SENSING - YOLE GROUP 

Glass & silicon for BioMEMS
The heart of tomorrow’s medical devices

"In today’s world, healthcare is more important than ever. Micro-technologies enable the production of medical devices that are needed for patient care, diagnostics, and monitoring,”states Collin Twanow, Director of Technology at Teledyne MEMS.“From neurostimulation implants and DNA sequencing chips to drug delivery devices and point-of-care tests for diagnosing COVID-19, micro-technologies are everywhere. BioMEMS materials, including glass, silicon, and polymers, are determined by their function. The Teledyne MEMS group has extensive experience with these materials.”
MEMS is a revolutionary chip-based technology... 

PRESS RELEASE: ENGLISH


NOVEMBER 19 - SENSING - YOLE GROUP 

Ultrasound: a new era of prosperity for CMUT and PMUT

“In 2019, the ultrasound sensing module industry was an impressive market of US$4.6 billion”, states Jérôme Mouly, Team Lead Analyst, Sensing & Actuating at Yole Développement (Yole).“In 2025, it is estimated at US$6.2 billion with a 5.1% CAGR between 2019 and 2025. This market is a mix of applications, ranging from those that have reached a certain threshold of maturity, to others that are emerging with growth opportunities”...

PRESS RELEASE: ENGLISH


NOVEMBER 19 - POWER ELECTRONICS - YOLE

Power module packaging: EV/HEV changes the rules of game

“EVs are driving the growth of power module packaging as going to mass production of EV/HEV changes the rules of game,” states Shalu Agarwal, Technology & Market Analyst at Yole Développement (Yole).“Technology alone is not enough; low cost is increasingly important.” The power module is one of the key elements in power converters and inverters. The market for power modules will reach US$7.6 billion by 2025...

PRESS RELEASE: ENGLISH


NOVEMBER 18 - LED - YOLE

Automotive interior: please take a seat in a high-tech living room...

“Automotive interior enhancement is becoming a key segment for electronics and semiconductor industries.” asserts Pierrick Boulay, Solid State Lighting and Lighting Systems within the Photonics, Sensing & Display division at Yole Développement (Yole).“Following the aforementioned regulation trends, the in-cabin sensing market will observe the highest CAGR until 2025, at 63%. This segment will reach US$2.6 billion in 2025, with driver monitoring systems representing 73% of this revenue”...

PRESS RELEASE: ENGLISH


NOVEMBER 12 - IMAGING - YOLE GROUP

Thermal imager industry: the Chinese triumph

“The COVID-19 outbreak has changed our world and will do so for years to come”. asserts Dimitrios Damianos, PhD, Technology & Market Analyst at Yole Développement (Yole). “Given the critical need for thermal detection and imaging systems to stem the spread of the virus by detecting the fever, this market has flourished. As fears about COVID-19 erupted, various organizations rushed to get thermal cameras to monitor people’s temperatures and detecting possible fevers, one of the main symptoms. This made EBT or EST thermography surge unsustainably.”

PRESS RELEASE: ENGLISH


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NEWSROOM

NOVEMBER 12 - COMPOUND SEMICONDUCTOR - YOLE GROUP

Power SiC: more than $4 billion invested in the industry

“SiC technologies are gaining the confidence of many customers and are penetrating various applications,” asserts Ezgi Dogmus, PhD. Team Lead Analyst, Compound Semiconductor & Emerging Substrates at Yole Développement (Yole).“Indeed, driven by EV related applications, SiC for power electronics applications will for sure, grow strongly in the next five years…”

PRESS RELEASE: ENGLISH - GERMAN - JAPANESE - CHINESE

NOVEMBER 12 - IMAGING - YOLE GROUP

T3S thermal camera from IRAY Technology: a good value for money product but…

“The T3S thermal camera by IRAY Technology (IRAY), has been developed for consumer or industrial applications,” states Olivier Andrieu, PhD., Innovation Leader and System Architect at Piséo, part of Yole Group of Companies.“IRAY’s camera produces thermal images on a smartphone and provides local temperature measurements. It belongs to a portfolio of compact thermal camera plug-ins for smartphones, including the T2L and T3S PRO cameras. The T3S model integrates a Raytron microbolometer die RTD3172 at 17µm pixel pitch and offers intermediate features compared to the T2L camera, which is more compact, and the T3S PRO camera, which is more accurate. These cameras are dedicated to industrial inspection, animal observation and electronic testing applications. IRAY has developed a wide range of cameras with different resolutions and accuracies.”...

PRESS RELEASE: ENGLISH


NOVEMBER 10 - IMAGING - YOLE GROUP

CIS represents 5.1% of global semiconductor sales in 2021. What is next?

“We will still see growth in 2020,” announces Pierre Cambou, Principal Analyst, Imaging at Yole Développement (Yole).“The CIS industry has been pushed by a combination of high demand and high prices due to capacity limitations.”
2019 and 2020 saw the combination of high demand for cameras in the mobile market while sanctions on Huawei has been contributing to additional inventories. This raised the industry output to its structural limit, which in turn increased prices by about 10%. Overall, the industry increased at a 25% YoY rate in 2019, and is expected to grow again 7% YoY in 2020...


PRESS RELEASE: ENGLISH - CHINESE


NOVEMBER 5 - MEMORY - YOLE GROUP

3D-NAND equipment market: a long-term growth

“The 3D-NAND manufacturing equipment market will keep growing, propelled by robust long term NAND-bit demand and ever-increasing manufacturing complexity.” asserts Simone Bertolazzi, PhD, Technology & Market analyst with the Semiconductor & Software division at Yole Développement (Yole)...

PRESS RELEASE: ENGLISH - CHINESE



OCTOBER 26 - RF ELECTRONICS - SYSTEM¨PLUS CONSULTING

Radar technologies: consumer, the latest field for market expansion

... Without doubt, the added value of Vayyar’s approach is the simplicity of integration. The RF SoC features an on-chip DSP that processes the data from the transceiver.
Stéphane Elisabeth, Technology & Cost Analyst at System Plus Consulting explains:
“With an external MCU , it became understandable by any processor with machine learning features on the market, like a Snapdragon from Qualcomm, for example.”

PRESS RELEASE: ENGLISH



NOVEMBER 3 - PACKAGING - YOLE GROUP

High-end packaging: Intel and TSMC are competing. What will be the strategy of Samsung and the others?

Although Moore’s Law has remained alive for over five decades, it is no longer cost-efficient. When it comes to advanced lithographic nodes, lesser manufacturers can keep up. “Now, there are only three leading-edge players, Intel, Samsung and TSMC”, announces Favier Shoo, Technology & Market Analyst, Advanced Packaging at Yole Développement (Yole).“The industry is today diligently using advanced packaging technologies to put multiple advanced and/or mature chips in a single package..."

PRESS RELEASE: ENGLISH



OCTOBER 28 - DISPLAYS - YOLE DEVELOPPEMENT

MicroLED: will Apple and Samsung disrupt the industry?

“For many companies, interest in microLEDs lies beyond just the ability to offer the latest display technology”. asserts Eric Virey, PhD, Principal Analyst, Technology & Market, Displays at Yole Développement (Yole).“IP analyses indicate that Apple is planning to forgo TFT backplanes, instead opting for Si-CMOS microdrivers. The implications go far beyond a technological choice. Apple’s microLED supply chain would eliminate reliance on display makers such as Samsung or LG”...

PRESS RELEASE: ENGLISH - JAPANESE - CHINESE



OCTOBER 22 - WEARABLES - YOLE

How will wearables boost the consumer and medical electronics market?

“The era of wearables is definitely here and confirmed by large consumer adoption.” asserts Jérôme Mouly, Senior Technology & Market Analyst and Business Developer at Yole Développement (Yole).“Whether wrist-worn, head-worn and hearable, body-worn, or smart clothing, we estimate the market to reach US$97.9 billion by 2025, with a 11.2% CAGR from 2019 to 2025”...

PRESS RELEASE: ENGLISH



OCTOBER 15 - UV LEDs- YOLE GROUP

UVC LEDs: one solution to contain the COVID-19 pandemic

“Finally, we are here. After more than 10 years of waiting, in 2020, the UV LED market could ramp up and reach the billion-dollar mark very rapidly.” asserts Pars Mukish, Business Unit Manager, Solid-State Lighting & Display at Yole Développement (Yole). “There is good in everything bad, and the recent COVID-19 pandemic has created some perfect use-cases for the technology to spread across a rapidly-changing disinfection/purification market.”...

PRESS RELEASE: ENGLISH - JAPANESE - CHINESE



OCTOBER 8 - VCSELs - YOLE GROUP

VCSEL industry is facing a strong transformation at all levels. Could Apple change the game?

“Globally, the VCSEL market is expected to generate more than US$1 billion revenue in 2020 and should reach US$2.7 billion in 2025 at a CAGR of 18.3%.” asserts Pierrick Boulay, Solid State Lighting and Lighting Systems within the Photonics, Sensing & Display division at Yole Développement (Yole).“In this VCSEL market, telecom and infrastructure applications, mainly datacom, are expected to generate revenue of US$277 million in 2020 and should reach US$516 million in 2025 at a CAGR of 13.2%. Other applications are not significant yet but could emerge in the mid- to long-term, such as automotive applications like LiDAR or driver monitoring systems”...

PRESS RELEASE: ENGLISH - CHINESE



OCTOBER 1 - POWER ELECTRONICS - YOLE GROUP

Power electronics industry: China is playing a new role

“China is the leader in systems for several power electronics applications segments” asserts Anna Villamor, PhD. Technology & Market Analyst, Power Electronics & Compound Semiconductors within the Power & Wireless division at Yole Développement (Yole).Chinese companies such as BYD, Huawei, CRRC and Sungrow are amongst the leading players worldwide. However, in power electronic device manufacturing, China still strongly depends on foreign suppliers, which include Infineon Technologies, Fuji Electric and Mitsubishi Electric...

PRESS RELEASE: ENGLISH - GERMAN - CHINESE - JAPANESE



OCTOBER 1 - DISPLAYS - YOLE

Microdisplays industry: an explosive ecosystem mixing technical innovations, strategy games and attractive applications

“A CAGR of more than 100% is expected in microdisplay modules for emerging applications, to reach a market value of US$4.2 billion.” asserts Zine Bouhamri, PhD, Technology & Market Analyst, within the Photonics, Sensing & Display division at Yole Développement (Yole).“That is of course if the use cases are found, and if the technologies can deliver on their promises“...

PRESS RELEASE: ENGLISH



SEPTEMBER 28 - RF ELECTRONICS - YOLE

Integrated Passive Devices: a growing market pushed by 5G and 3D integration

“Despite offering unique features, thin-film IPD technology shows limited market penetration in the world of passives” asserts Antoine Bonnabel, Technology & Market Analyst for the Power & Wireless team of Yole Développement (Yole). “However, even a low share in this enormous industry can represent significant results. Over time, thin-film IPD have managed to penetrate a few applications and find growth relays”.

PRESS RELEASE: ENGLISH



SEPTEMBER 24 - SEMICONDUCTOR MANUFACTURING - YOLE

Small-dimension wafer industry: Yole foresees bright prospects for the future

“The small-wafer (1’’ - 6’’) market is anything but “dead”,” asserts Gaël Giusti, PhD., Technology & Market Analyst specializing in Semiconductor Manufacturing and Equipment & Materials at Yole Développement (Yole).“At Yole, we forecast 1,8% CAGR between 2019 and 2025 and estimated revenues of US$5.4 billion in 2025. More than Moore applications represent the overwhelming part of this market, and as such it is still very dynamic. In fact, non-Si wafer markets exhibit moderate to strong CAGRs over the 2019 - 2025 period: for example, 19.5% for SiC, with revenues estimated at US$712 million in 2025. Only Si exhibits a moderate negative CAGR, with -3.3% over the same period for sub-6’’ Si wafers, due mostly to power and RF applications increasingly transitioning to 8’’ and even 12’’”...

PRESS RELEASE: ENGLISH



SEPTEMBER 23 - RF ELECTRONICS - YOLE GROUP

Beyond COVID-19 outbreak and US-China trade war, 5G and Wi-Fi 6 pursue their growth

“Consumer appetite for data has not been reduced by the COVID-19 pandemic” asserts Cédric Malaquin, Technology & Market Analyst, specialized in RF devices & technologies within the Power & Wireless division at Yole Développement (Yole). “In fact, it’s the opposite. People realized the importance of being connected during lockdown. Most of the data traffic increase has been handled by fixed networks, but mobile networks also have been affected. Many service providers had to adapt to the situation…”...

PRESS RELEASE: ENGLISH - CHINESE



SEPTEMBER 17 - COMPUTING & SOFWARE - YOLE DEVELOPPEMENT

In all surveillance applications, future is AI

“AI and mass surveillance are pushing the camera and computing market,” announces Yohann Tschudi, PhD. Technology & Market Analyst at Yole Développement (Yole).The market research and strategy consulting company forecasts a US$38 billion market by 2025 in its new report, Camera and Computing for Surveillance and Security. With this report, Yole analyzes three specific technologies that use different type of algorithms in the security and surveillance industry: image processing, video analytics and AI.

PRESS RELEASE: ENGLISH



SEPTEMBER 16 - MEDTECH - YOLE DEVELOPPEMENT


The microfluidics industry is boosted by the COVID-19 outbreak

“Wherever we look, in most applications, we’re in a period where volumes are ramping up rapidly” asserts Sébastien Clerc, Technology & Market Analyst in Microfluidics, Sensing & Actuating at Yole Développement (Yole). “This is a sign of the technology and the business models maturing. The main hurdles are behind us. The sale of consumables is still the main model in microfluidics, however companies are finding more convenient solutions for their customers”...

PRESS RELEASE: ENGLISH



SEPTEMBER 15 - MEMS & SENSORS - YOLE GROUP

What are the effects of the pandemic on the high-end inertial sensor market?

“In 2020, the COVID-19 pandemic has drastically affected all end-markets with various outlooks” asserts Dimitrios Damianos, PhD, Technology and Market Analyst, within the Photonics and Sensing division at Yole Développement (Yole).“Indeed, in 2019, Yole estimated that the global high-end inertial systems market was worth US$3.24 billion, which remains highly fragmented with many applications. In general, 2019 was a very good year for the aerospace and defense industries”...

PRESS RELEASE: ENGLISH



SEPTEMBER 7 - ADVANCED PACKAGING - YOLE GROUP

Advanced packaging: Yole announces strong momentum driven by the giants, TSMC, Intel and Samsung

“Advanced packaging has entered its most successful era boosted by the need for better integration, the slowdown of Moore’s law and, beyond that, specific industry mega-driver,” asserts Santosh Kumar, Principal Analyst & Director Packaging, Assembly & Substrates, Yole Korea from Yole Développement (Yole).“These new trends create business opportunities for the various packaging platforms. Indeed, advanced packaging technologies are ideal for fulfilling the various performance requirements and complex heterogeneous integration needs...” ...

PRESS RELEASE: ENGLISH - CHINESE



AUGUST 27 - IMAGING - YOLE GROUP

LiDAR is facing headwinds: is diversification the solution?

“The price drop in LiDAR in the past three years has been massive,” asserts Pierrick Boulay, Technology & Market Analyst, Solid-state Lighting at Yole Développement (Yole). “Indeed, it is the result of strategies by different companies and not due to the result of mass-production. Volumes have not evolved significantly in these three years and mass adoption of LiDAR still has to happen. However, this price drop of LiDAR has a significant impact on market forecast. At Yole, we expect that the unit price of LiDAR will continue to decline, and large volumes will be needed in order to maintain the market.” ...

PRESS RELEASE: ENGLISH - GERMANJAPANESE - CHINESE

AUGUST 6 - OPTOELECTRONICS & IMAGING - YOLE GROUP

Camera modules industry: after proliferation, Yole announces a diversification

“At Yole Développement (Yole), we expect the volume of global camera module shipments to expand from 5.5 billion units in 2019 to 8.9 billion in 2025, at 8.2% CAGR”,asserts Richard Liu, Technology and Market Analyst, Photonics and Sensing at Yole. “Mobile multi-cameras started in early stage 2015-2016, moving from single to dual cameras, then maturing to triple in 2018 and 2019. Now they have moved toward quad in 2020. Diverse modules implement diverse levels of zoom or wide-angle capability. This diversity is enriched by sensing camera modules. This is the case for front structured light for 3D facial recognition, the rear ToF for AR applications, and the optical fingerprint module placed under the screen”...

PRESS RELEASE: ENGLISH - CHINESE - JAPANESE

NAND & DRAM QUARTERLY MARKET MONITOR - YOLE DEVELOPPEMENT


Q2 2020 Market Dynamics:



• NAND market conditions & profitability...
• NAND industry margins...
• NAND & DRAM capex evolution...
• DRAM revenue...


Q2 2020 PRESS RELEASE: ENGLISH

JULY 29 - DISPLAYS - YOLE DEVELOPPEMENT

LG, Samsung and others: the battle for the next generation of TV displays

“The TV panel market was disrupted by the rise of large players in China that increased capacity regardless of demand.” asserts Eric Virey, Ph.D., Principal Display Technology and Market Analyst, Photonics & Sensing at Yole Développement (Yole).“In 2019, oversupply sent prices to their lowest levels ever, below cash cost for most players. Thanks to subsidies, lower depreciation, more recent and efficient fabs, BOE and CSOT can control price to eliminate competition (...)”...

PRESS RELEASE: ENGLISH 

JULY 23 - ADVANCED PACKAGING - YOLE DEVELOPPEMENT

Advanced packaging: OSATs, foundries, and IDMs all want to be part of the game

“Once the traditional, exclusive domain of OSATs and IDMs , today a paradigm shift is occurring in the assembly / packaging segment of the semiconductor manufacturing supply chain”, asserts Santosh Kumar, Principal Analyst and Director Packaging, Assembly & Substrates, Yole Korea, part of Yole Développement (Yole).Players from different business models, including foundries, substrate/PCB suppliers, EMS /ODMs , are entering this market and cannibalizing OSATs’ share.”

PRESS RELEASE: ENGLISH CHINESE -JAPAN

JULY 22 - LI-ION BATTERY RECYCLING - YOLE DEVELOPPEMENT

Li-ion battery recycling, a catalyzer to proper waste regulation

“Li-ion batteries are widely used in consumer goods, electric and hybrid electric vehicles, stationary energy storage and other applications.” asserts Shalu Agarwal, PhD. Power Electronics and Materials Analyst at Yole Développement (Yole).“Rapid growth in the electric vehicle market is crucial to solve the looming climate crisis and to meet the global target of reduced carbon dioxide emission. However, growing numbers of electric vehicles present a serious waste-management challenge for Li-ion battery recyclers at end-of-life. As the popularity of electric vehicles grows explosively, so does the pile of end-of-life lithium-ion batteries that once powered those environmentally friendly cars”...

PRESS RELEASE: ENGLISH 


JULY 15 - STATUS OF THE MEMS INDUSTRY - YOLE GROUP

MEMS industry: the headwinds from COVID-19 and the way forward

“2020 is the year that COVID-19 has changed our view about the world, from finance to ecology to us, humans” asserts Dimitrios Damianos, PhD, Technology & Market Analyst, Photonics & Sensing at Yole Développement (Yole).“Naturally, Yole expects that there will be an effect on MEMS markets. Indeed, we have accounted for a combination of positive and negative scenarios regarding the main markets, applications and devices concerned”.
Not all MEMS markets will be affected in the same way by the pandemic, for sure. What will be the status of the MEMS +industry?

PRESS RELEASE: ENGLISH - CHINESE - GERMAN - JAPANESE


JULY 13 - RF ELECTRONICS - YOLE GROUP

TF-SAW vs. BAW: RF companies set their objectives and make strategic choices

“Qualcomm and Murata are today leading the RF filters market,” asserts Stéphane Elisabeth, Technology & Cost Analyst from System Plus Consulting.“In the smartphones industry, within the filters market segment, both companies are today facing together, and competition is fierce.” For many years, BAW filters have been the leading RF filter technology for high frequency bands in mobile communication...

PRESS RELEASE: ENGLISH


JULY 9 - STATUS OF THE MEMORY INDUSTRY - YOLE GROUP

Memory markets poised for major changes as COVID-19 weighs on demand

“Despite the COVID-19 outbreak, which negatively impacted the smartphone and automotive industries, but spurred demand for server and PC memory for stay-at-home activities, 2020 is expected to be a year of recovery,” asserts Simone Bertolazzi, PhD, Technology & Market analyst, Semiconductor, Memory & Computing, at Yole Développement (Yole).“At Yole, we see the beginning of a new era of prosperity for the memory industry.” ...

PRESS RELEASE: ENGLISH


APPLICATION PROCESSOR QUARTERLY MARKET MONITOR - YOLE DEVELOPPEMENT

Q2 2020 Market Dynamics:

 •  Q2-20 APU revenue
 •  APU unit shipments 
 •  COVID-19 outbreak...
 •  US-China trade disputes
...

Q2 2020 MONITOR : ENGLISH -

JUNE 24 - MEDICAL TECHNOLOGIES - YOLE GROUP

Medical imaging: semiconductor technology is a key enabler for truly dedicated solutions

“The medical imaging industry has always been a place for high-end technology and innovative solutions,” asserts Marjorie Villien, PhD. Technology & Market Analyst at Yole Développement “There are many players, and many dynamics, from big companies trying to innovate in mature markets, to disruptive start-ups innovating in specific fields. At Yole, we investigate this sector for a while and propose today a comprehensive overview and deep understanding of the technical innovations and their issues and market evolution.”  ...

PRESS RELEASE: ENGLISH


COMPOUND SEMI. QUARTERLY MARKET MONITOR - YOLE DEVELOPPEMENT

Q2 2020 Market Dynamics:

 •  Company updates – Q2, 2020...
 •  COVID-19 outbreak...
 •  Quarterly trends & market figures...
 •  SiC & GaN, key segments of the power semiconductor industry...
 •  Driven by automotive application, power SiC devices are prospering...
 •  Power GaN, consumer players confirm its adoption...
...

Q2 2020 MONITOR : ENGLISH - JAPANESE - CHINESE


JUNE 17 - MEDICAL TECHNOLOGIES - YOLE GROUP

COVID-19: Yole’s analysts point out the impacts on the bioMEMS industry

“It is now a reality, the world, and particularly the healthcare sector, will have experienced a before, and an after, the COVID-19 outbreak.” asserts Jérôme Mouly, Senior Technology & Market Analyst and Business Developer at Yole Développement (Yole).“The pandemic has strongly hit the medical devices and IVD sector with an impact on sales as well as on applications and usage. However, the impact is slightly different in the healthcare sector than in other domains, such as consumer or automotive markets. Moreover, it is highly application-related” ...

PRESS RELEASE: ENGLISH

JUNE 11 - SEMICONDUCTOR MANUFACTURING - YOLE GROUP

Memory, CIS, and power electronics are driving the wafer thinning equipment market, before a new wave of innovation by 2025

“The demand for thinned wafers continues to increase owing to miniaturization associated with greater performance driven by a wide range of applications, such as stacked packages within mobile devices and other consumer products,” explains Amandine Pizzagalli, Technology & Market Analyst at Yole Développement (Yole).According to the new Thinning Equipment Technology & Market Trends for Semiconductor Devices report released by Yole today, the thinned wafer market is showing a significant growth from 100 million to more than 135 million thinned wafers...

PRESS RELEASE: ENGLISH

JUNE 9 - LED - YOLE GROUP

The optical transceivers market will more than double by 2025 driven by heavy investments in data centers

“Revenue generated by optical transceivers reached around US$7.7 billion in 2019 and is expected to more than double to around US$17.7 billion by 2025 at a CAGR for 2019-2025 of 15%” asserts Martin Vallo, PhD, Technology & Market Analyst Solid-State Lighting technologies, within the Photonics, Sensing & Display division at Yole Développement (Yole).“This growth will be driven by high volume adoption of expensive high data rates including 400G and 800G, modules by big cloud service operators. Therefore, such players invest more and more in new datacenters and top of that telecom operators have also increased their investments into the 5G networks that use wireless optical transceivers”...

PRESS RELEASE: ENGLISH - CHINESE

JUNE 2 - ADVANCED PACKAGING - YOLE GROUP

Fan-Out packaging: what will be the next killer applications?

““Fan-out packaging continues to evolve, establishing a new market class, UHD Fan-Out,” asserts Favier Shoo, Technology & Market Analyst at Yole Développement (Yole).“Being actively explored and validated as one of the high performing and multi-die packaging platforms, Fan-Out Packaging is breaking through into new applications in 5G and HPC. In the Fan-Out Packaging: Technologies and Market Trends report, 2020 edition announces 15,9% CAGR between 2019 and 2025 to become a US$3 billion market at the end of the period”.

PRESS RELEASE: ENGLISH - JAPANESE - CHINESE

JUNE 1 - COMPOUND SEMICONDUCTOR - YOLE GROUP

GaAs: a technical breakthrough pushed by photonics

“As of 2020, photonics and LEDs represent the main drivers for this markets.” asserts Ahmed Ben Slimane, PhD. Technology & Market Analyst, specialized in Compound Semiconductors at Yole Développement (Yole).“In the past few years, the GaAs wafer market has been dominated by RF application. The total GaAs wafer market will increase from US$200 million in 2019 to more than US$348 million by 2025, with a CAGR of 10%”...

PRESS RELEASE: ENGLISH - JAPANESE

MAY 25 - RF ELECTRONICS - YOLE GROUP

Radar industry: Yole announces major transformations

“We saw drastic changes for the radar industry in the past decade,” asserts Cédric Malaquin, Technology & Market Analyst, RF Devices & Technology at Yole Développement (Yole).“And today radar is a mandatory tool in a variety of applications. In the military field, the need for improved survivability, low probability of intercept and longer detection range has oriented the industry towards active antenna arrays using solid state technologies”...

PRESS RELEASE: ENGLISH - JAPANESE - GERMAN - CHINESE

MAY 18 - OPTOELECTRONICS & IMAGING - YOLE GROUP

Post COVID-19 era: how thermal imaging paves the way to a safer world!

“For sure, the COVID-19 outbreak will have a big impact on the thermal detector and imager markets and industrial landscape at different levels” asserts Dimitrios Damianos, PhD, Technology and Market Analyst within the Photonics & Sensing division at Yole Développement (Yole). The market research & strategy consulting company announces an impressive growth between 2019 and 2020, reaching +76% and +20% for thermal imagers (and cameras) and thermal detectors markets, respectively...

PRESS RELEASE: ENGLISH - JAPANESE - CHINESE

MAY 18 - SOFTWARE & COMPUTING - YOLE GROUP

AI computing for automotive: The battle for autonomy

“AI is gradually invading our lives and this will be particularly true in the automotive world” asserts Yohann Tschudi, PhD, Technology & Market Analyst, Computing & Software at Yole Développement (Yole). “AI could be the central tool to achieve AD , in the meantime some players are afraid of overinflated hype and do not put AI at the center of their AD strategy”...

PRESS RELEASE: ENGLISH

MAY 13 - RF ELECTRONICS & COMPOUND SEMICONDUCTORS - YOLE DEVELOPPEMENT

Driven by military applications and 5G telecom infrastructure, GaN RF continues growing

“In the past few years, RF applications have received a boost from the implementation of GaN technology,” asserts Ezgi Dogmus, PhD. Technology & Market Analyst at Yole Développement (Yole).“The main GaN RF market drivers remain telecom and defense applications.”  
The total GaN RF market will increase from US$740 million to more than US$2 billion by 2025, with a CAGR of 12%. The market research and strategy consulting company Yole releases this week the annual RF GaN technology & market report, GaN RF market: applications, players, technology, and substrates 2020...


PRESS RELEASE: ENGLISH - JAPANESE - CHINESE

MAY 6 - SENSING & COMPUTING - YOLE DEVELOPPEMENT

ADAS, a rebirth for the automotive industry

“The production of vehicles will be heavily impacted by the coronavirus crisis”, asserts Pierrick Boulay, Technology & Market Analyst, Solid-state Lighting at Yole Développement (Yole). “It is expected that three years will be needed to recover and get back to the same level of output.”
At Yole, analysts estimate, the global market for radars, cameras, LiDARs and computing ADAS should reach US$8.6 billion in 2020. Almost half of this market revenue will be generated by radars with US$3.8 billion, followed by cameras with US$3.5 billion. LiDARs will not be significant, accounting for US$0.04 billion and computing ADAS will generate US$1.3 billion ...

PRESS RELEASE: ENGLISH - CHINESE

MAY 5 - PHOTONICS - YOLE DEVELOPPEMENT

Silicon photonics: datacom, yes, but not only…

In 2019, shipments of silicon photonic transceivers for datacenters reached almost 3.5 million units, for revenues worth US$364 million. And the success story does not stop there… “Indeed, this is an impressive growth since most products appeared in 2016 and 2017,” reminds Alexis Debray, PhD. Technology & Market Analyst at Yole Développement (Yole).And he explains: “Silicon photonic transceivers are reported to have better reliability and lower price than transceivers using legacy optics. And we see lot of new companies that are focusing their activities on the development of transceivers to penetrate the silicon photonics world for telecom/datacom applications.” ...

PRESS RELEASE: ENGLISH - JAPANESE - CHINESE - GERMAN

MAY 5 - DISPLAYS & OPTICS - YOLE DEVELOPPEMENT

A bright future? Displays and optic innovations transform the AR & VR industries

From Zine Bouhamri, PhD, Technology & Market Analyst, Displays at Yole Développement (Yole):“AR was and continues to be the dream that consumer electronics companies want to make real to deliver the long-awaited revolution of replacing smartphones...

PRESS RELEASE: ENGLISH - CHINESE

APRIL 17 - ADVANCED FRONT LIGHTING - YOLE DEVELOPPEMENT

Automotive lighting: from “Vision” to “Driving Assistance”

“Autonomous vehicle technologies have a direct impact on traditional vehicles market and behind that the automotive lighting industry”, announces Martin Vallo, PhD., Technology & Market Analyst, Solid-state Lighting at Yole Développement (Yole)...

PRESS RELEASE: ENGLISH

APRIL 16 - RF ELECTRONICS - YOLE DEVELOPPEMENT

RF front-end market leaders still resist the competition pressure

“A deep understanding of the mobile phone’s RF front-end architecture is critical to understand the RF front-end modules market”, asserts Stéphane Elisabeth, Technology & Cost Analyst from System Plus Consulting.
Pushed by 5G megatrend, the competition is fierce. System Plus Consulting’s partner, Yole Développement (Yole) announces a 8% CAGR between 2018 and 2025 for the RF front-end market...

PRESS RELEASE: ENGLISH

APRIL 16 - DISPLAY - YOLE DEVELOPPEMENT

MicroLED: Samsung, Apple, BOE... the race is on

“The growth is fueled by the meteoric rise of Chinese companies”, asserts Eric Virey, PhD. Principal Display Market and Technologies Analyst within the Photonics, Sensing & Display division at Yole Développement (Yole).“This mirrors a more general trend in the country as it transitions from a manufacturing to an innovation driven-economy. This also reflects the situation in the display industry where Chinese companies now hold more than 50% of the worldwide display capacity in 2020..."

PRESS RELEASE: ENGLISH - CHINESE

APRIL 8 - MEDTECH - YOLE DEVELOPPEMENT

SARS-CoV-2 : Point-of-Care companies are racing to provide rapid and actionable tests

“The past few months have seen a new biological threat, the COVID-19 infection, also called new coronavirus, and caused by the SARS-CoV-2 virus, which has reshaped the entire diagnostics ecosystem” says Sébastien Clerc, Technology & Market Analyst, Microfluidics, Sensing & Actuating at Yole Développement (Yole).“As the epidemic has slowed down in China, it is Europe’s and the USA’s turn to be suffering. As a direct consequence, there is a strong demand for diagnostics tests to rapidly identify infected people and numerous companies started developing such tests, including companies relying on microfluidic technologies.”...

PRESS RELEASE: ENGLISH



NAND & DRAM QUARTERLY MARKET MONITOR - YOLE DEVELOPPEMENT

Q1 2020 Market Dynamics:

 •   NAND market conditions & profitability...
 •   NAND industry margins...
 •   NAND & DRAM capex evolution...
 •   DRAM revenue...

Q1 2020 MONITOR


MARCH 31 - MEMS & SENSORS - YOLE DEVELOPPEMENT

Sensors are at the heart of the robotic mobility disruption

“Disruption is coming to our streets and cities” says Pierre Cambou, Principal analyst, Imaging, at Yole Développement (Yole).“Mobility has defined the way humans have organized their society for ages and our world is currently being reimagined around a new generation of robotic vehicles. They appeared insignificant two years ago when we published our first report on the matter, today they are on the brink of changing the world as we know it”...

PRESS RELEASE: ENGLISH - CHINESE



ADVANCED PACKAGING QUARTERLY MARKET MONITOR - YOLE DEVELOPPEMENT

Q1 2020 Market Dynamics:

 •   WLP market by 2023...
 •   WLP package market with more applications...
 •   WLCSP, a mainstream & cost effective form factor
 •   FO package market by 2025


Q1 2020 MONITOR


MARCH 27 - MEMS & SENSORS - YOLE GROUP

Audio industry: It is all about technology choices

The reverse engineering & costing company, System Plus Consulting, has researched the audio industry for few years now, delivering a wide range of dedicated studies with various focuses in audio tech: in-depth product reviews, solutions, product technologies and cost comparisons, technical reports and more. In this regard and in order to offer the most comprehensive and detailed understanding of the audio industry, System Plus Consulting announces today two new reports: Infineon Sealed Dual-Membrane (SDM) MEMS in Goertek Microphone and Consumer MEMS Microphones Comparison...

PRESS RELEASE: ENGLISH


APPLICATION PROCESSOR QUARTERLY MARKET MONITOR - YOLE DEVELOPPEMENT

Q1 2020 Market Dynamics:

 •   2019 APU market closed with total revenue of $31B.
 •   Seasonally weak Q1-20 expected to remain above $7B...
 •   Cost & ASP declines at ~20% per year through 2021...
 •   Embedding processor cores specifically for AI acceleration will add complexity..


Q1 2020 MONITOR


CMOS IMAGE SENSOR (CIS) QUARTERLY MARKET MONITOR - YOLE DEVELOPPEMENT

Q1 2020 Market Dynamics:

 •  Q4 2019 is 17% above revenue forecast...
 •   The coronavirus outbreak impact of the epidemic will influence mostly on mobile and consumer CIS market...
 •  2019 YoY revenue growth is higher than expected...
 •  CIS YoY growth should slow down to 7% in 2020...
 •  Long term growth should go below 10% within 5 years.
...

Q1 2020 MONITOR


COMPOUND SEMI. QUARTERLY MARKET MONITOR - YOLE DEVELOPPEMENT

Q1 2020 Market Dynamics:

 •  The adoption of GaN by Oppo in Q4-2019...
 •  Compared to the Q4-19 edition,...
 •  In the light of recent GaN adoption in consumer fast charger applications,...
 •  In parallel, power SiC market revenues...
 •  Power SiC market is mainly driven by EV/HEV applications...
...

Q1 2020 MONITOR


MARCH 18 - BATTERIES & ENERGY MANAGEMENT - YOLE DEVELOPPEMENT

Are battery packs at the heart of EV market explosion?

“The main driver for battery pack applications is the growing EV market segment,” says Milan Rosina, PhD, Principal Analyst, Power Electronics and Batteries, at Yole Développement (Yole), within the Power & Wireless division. “The EV sector is booming mainly due to the need to significantly reduce average vehicle fleet CO2 emissions to match governments’ strict CO2 emission reduction targets and thus avoid heavy penalties.”...

PRESS RELEASE: ENGLISH


MARCH 17 - ADVANCED PACKAGING - YOLE GROUP

Fan-Out: will it continue to exceed expectations?

“We have seen a growth in adoption of FO packaging over the year.”Indeed Stéphane Elisabeth, Technology & Cost Analyst from System Plus Consulting tells us the story: “It started a long time ago… Samsung has lost Apple’s APE packaging fight to TSMC thrice in a row since 2016. But, with SEMCO FO packaged APE+PMIC by panel-level manufacturing, the competitive landscape has been modified. Then, today, with PTI a potential leader in FO, an exciting new chapter in fan-out history begins.” ...

PRESS RELEASE: ENGLISH



MARCH 03 - MEMS - YOLE DEVELOPPEMENT

High-end inertial sensors: at the dawn of a mass-adoption?

“In 2019, we estimate that the global high-end inertial systems market reached more than US$3 billion, which remains a highly fragmented market with many applications”, says Dimitrios Damianos PhD., Technology and Market Analyst within the Photonics and Sensing division at Yole Développement (Yole). “There is strong potential that the high-end inertial market will surpass the US$4 billion milestone by 2025. At Yole we announce a 4.7% CAGR during this period.” ...

PRESS RELEASE: ENGLISH



FEBRUARY 26 - MEMORY - YOLE DEVELOPPEMENT

After the 3D XPoint take-off, emerging NVM keeps growing

“The stand-alone emerging NVM market will grow to over US$4 billion in 2025”, explains Simone Bertolazzi, PhD. Technology & Market Analyst at Yole Développement (Yole).“It will be driven by two key segments: low-latency storage (enterprise and client drives) and persistent memory (NVDIMMs).”

PRESS RELEASE: ENGLISH



FEBRUARY 20 - ADVANCED PACKAGING - YOLE DEVELOPPEMENT

System-in-Package, a success story

“The demand for SiP has increased significantly in recent years, with an adoption in a wide ranging of applications”, announces Favier Shoo, Technology & Market Analyst at Yole Développement (Yole).“This technology approach regards low-end including smaller package size & lower I/O count and high-end applications with larger package size & higher I/O. SiP is also leveraging different packaging technologies.” ...

PRESS RELEASE: ENGLISH



FEBRUARY 13 - IMAGING - YOLE DEVELOPPEMENT

3D imaging and sensing: now it is rear 3D sensing turn to be the leading growing application

“At Yole Développement (Yole), we expect the global 3D imaging and sensing market to expand from US$5.0 billion in 2019 to US$15.0 billion in 2025, at a 20% CAGR”
affirms Pierre Cambou, Principal Analyst, Imaging.
With the introduction of the iPhone X in September 2017, Apple set the technology and use-case standard for 3D sensing in the consumer space. Two years later, Android phone makers have taken a different approach, using ToF cameras instead of Structured Light and are placing them on the rear of the phone...

PRESS RELEASE: ENGLISH - CHINESE - JAPANESE



FEBRUARY 12 - COMPUTING - YOLE DEVELOPPEMENT

High-end CPU and GPU: HPC and cloud gaming are setting the bar for leadership

“The last few years have witnessed the rise of the leading-edge GPU / CPU markets”,announces Yohann Tschudi, PhD. Technology & Market Analyst at Yole Développement (Yole).“This has been driven by a host of datacenter applications, such as exascale computing and AI training.”  ...

PRESS RELEASE: ENGLISH - JAPANESE- CHINESE


FEBRUARY 6 - POWER ELECTRONICS - YOLE GROUP OF COMPANIES

EV/HEV are driving power module packaging innovations

“The power module is key in the development of power converters and inverters,” says Milan Rosina, PhD., Principal Analyst, Power Electronics & Batteries, Yole Développement (Yole). “At Yole, we expect this market to reach US$6 billion by 2024, with a 6.6% CAGR.”
“In the past, packaging needs were driven by industrial applications”,
comments Amine Allouche, Junior Costing Analyst at System Plus Consulting. “But time has changed, and today’s market is increasingly driven by EV/HEV. By 2024, the EV/HEV market segment will surely become the biggest power module market.” ...

PRESS RELEASE: ENGLISH 



JANUARY 29 - EMERGING TECHNOLOGIES - YOLE GROUP OF COMPANIES

Quantum technologies: a jump to a commercial state

“Quantum technologies are at the crossroads of numerous applications and fields,” says Eric Mounier, PhD. Fellow Analyst at Yole Développement (Yole).They span system engineering, materials research, cryogenic technology, software, semiconductors and photonics. They are still early stage technologies, but with huge potential, explains the market research & strategy consulting company in its new report Quantum Technologies report...

PRESS RELEASE: ENGLISH



JANUARY 24 - COMPOUND SEMICONDUCTOR  - YOLE GROUP OF COMPANIES

GaN-on-Si: many opportunites are driven by microLED, power electronics and RF electronics...

“2015-2020 period has shown tremendous and decisive changes within the GaN-on-Si landscape, especially the strategy of players involved,”affirms Nicolas Baron, CEO and Co-founder of KnowMade. He adds:“For example, Toshiba’s withdrawal from white LED market and the acquisition of IR by Infineon Technologies in 2015”...

PRESS RELEASE: ENGLISH



JANUARY 22 - SOFWARE & COMPUTING - MEDICAL IMAGING - YOLE GROUP OF COMPANIES

Medical imaging: artificial intelligence changes the rules…

“AI has the potential to change all of our diagnostics and treatment procedures to enable more personalized and effective medicine.” says Marjorie Villien, PhD. Technology & Market Analyst, Medical & Industrial Imaging at Yole Développement (Yole).
And Yohann Tschudi, PhD. Technology & Market Analyst, Computing & Software adds:
“At Yole, we estimate the total market in 2025 for software generated revenues through the sale of AI tools will reach US$2.9 billion with a 36% CAGR between 2019 and 2025. These revenues can be shared between the main applications including improved image capture, noise reduction, image reconstruction, screening, diagnostic and treatment planning.” … 

PRESS RELEASE: ENGLISH



JANUARY 22 - SEMICONDUCTOR MANUFACTURING - YOLE DEVELOPPEMENT

Epitaxy equipment market blows up, pushed by VCSEL & disruptive LED devices

“The epitaxy growth equipment market for “More than Moore” devices was worth close to US$990 million in 2019,”announces Amandine Pizzagalli, Technology & Market Analyst, Semiconductor Manufacturing at Yole Développement (Yole).“And it is expected to reach more than US$6 billion by 2025 in the aggressive scenario.”
From a technical point of view, MOCVD services the majority of the III-V compound semiconductor epitaxy industry, such as GaAs and GaN based devices. High-Temperature (HT) CVD serves the majority of mainstream silicon-based components and SiC devices… 

PRESS RELEASE: ENGLISH - CHINESE



JANUARY 16 - ADVANCED PACKAGING - YOLE DEVELOPPEMENT

Electrification & autonomy: another (r)evolution for the automotive sector?

“The automotive industry is facing a downturn in car sales - this is accepted reality,” asserts Santosh Kumar, Principal Analyst and Director Packaging, Assembly & Substrates, Yole Korea.“The industry’s difficulties are partly linked to the political tension between China & USA, Brexit and the severe ecological regulations in Europe”.
These occurrences are global drivers that the automotive industry cannot predict or control but must live through. The trend is expected to recover in 2020. Though events occurring in 2020 may influence this trend in either direction... 

PRESS RELEASE: ENGLISH

JANUARY 15 - MEMS & SENSORS - YOLE GROUP OF COMPANIES

Sensor makers are becoming a growing interest for the HVAC sector

The gas sensor market for HVAC applications is showing one of the most important growths within the overall gas and particles industry, between 2018 and 2023. Indeed, Yole Développement (Yole), the market research and strategy consulting company, has forecast a US$ 107 million market in 2023 with an impressive 12.5% CAGR between 2018 and 2023. During the same period, Sensirion, manufacturer of sensors for the measurement and control of flow and environmental parameters, released a humidity, temperature and carbon dioxide concentration sensor, the SCD30. This device is the first solution offered by the Swiss company especially developed and designed for HVAC systems. It announces the entrance of Sensirion within this growing market segment and more HVAC sensors will follow (Example: the announcement of the SCD40 in May 2019)...

PRESS RELEASE: ENGLISH

JANUARY 9 - POWER ELECTRONICS - YOLE DEVELOPPEMENT

EV/HEV is driving power electronics innovations

“The EV/HEV race has begun”,affirms Milan Rosina, PhD Principal Analyst, Power & Wireless and Batteries at Yole Développement (Yole).“The Transition period towards full vehicle electrification is entering into its next phase, with important vehicle electrification strategic plans announced by conventional automotive players and focus on stronger vehicle electrification”.
And Hong Lin, PhD Principal Analyst, Compound Semiconductor at Yole adds: “Indeed market figures look promising. In 2018, 1.32 million BEV were purchased, along with 0.75 million PHEV - compared to 0.78 million units and 0.41 million units in 2017, respectively. This equates to year-over-year growth of 68% and 84%, respectively. Moreover, sales of other hybrid cars have also increased”...   

PRESS RELEASE: ENGLISH - GERMAN - JAPANESE - CHINESE


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