| November 29 - UV LED - YOLE GROUP
UV LED: After the impact of the COVID-19 pandemic, what is the status of this industry?
The UV lighting market will double or treble in size in the next five years, driven by disinfection and new functionalities.
“There is good in everything bad”, asserts Pars Mukish, Business Unit Manager, Solid-State Lighting & Display at Yole Développement (Yole). “For example, The COVID-19 pandemic has created some perfect use-cases for UV lighting technologies to spread throughout a rapidly changing disinfection market.” ...
PRESS RELEASE: ENGLISH
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| November 29 - POWER ELECTRONICS - YOLE GROUP
US$26 billion by 2026: more power electronics for a greener world
The power semiconductor industry increases production capacity to support the market’s rapid rise.
“The power electronics market will reach an impressive US$26 billion by 2026” announces Ana Villamor, Ph.D., Team Lead Analyst for power electronics activities at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN - GERMAN - CHINESE
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| November 25 - SEMICONDUCTOR MANUFACTURING - YOLE
Atomic Layer Deposition (ALD) equipment is penetrating all More than Moore applications
Yole Développement (Yole) announces a 12% CAGR to reach US$680 million in 2026 .
“The worldwide fab capacity expansion is accelerating the industrial adoption of ALD equipment,” asserts Taguhi Yeghoyan, Ph.D., Technology & Market Analyst, Semiconductor Manufacturing at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN - CHINESE
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| November 22 - IMAGING - YOLE GROUP
Ultra-premium flagship smartphone cameras: is bigger really better?
Yole Développement (Yole), DXOMARK, and System Plus Consulting combine their expertise to analyze the performance of the latest ultra-premium flagship smartphones in a new dedicated report.
The smartphone industry has for long been the theater of an arms race between the major OEMs. Every year, imaging capabilities improve and are at the forefront of the OEM’s branding, as imaging has become one of the biggest differentiating factors between OEMs...
PRESS RELEASE: ENGLISH - CHINESE
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| November 18 - RF ELECTRONICS - SYSTEM PLUS CONSULTING
Aptiv, Bosch, Continental, and Denso… All radar companies are reinforcing their offerings for the automotive industry. What are their technology strategies?
“In the next few years, autonomous driving will become a reality,” asserts Stéphane Elisabeth, PhD. Senior Technology and Cost Analyst at System Plus Consulting.“To achieve this goal, the number of vision technologies has increased to provide more and more functionalities in addition to safety for drivers and passengers.”
PRESS RELEASE: ENGLISH - CHINESE - JAPANESE - GERMAN - KOREAN |
| November 18 - POWER ELECTRONICS - YOLE GROUP
Power module packaging market will grow to around US$3.5 billion by 2026
EEV/HEVs are transforming the supply chain with the evolution of substrate, interconnection, and die-attach technologies. Lower cost is starting to win over higher performance.
“In 2020, motor drives represented the most significant power module market with a value of US$1.6 billion,” announced Shalu Agarwal, PhD. Power Electronics & Materials Analyst at Yole Développement (Yole).“However, by 2026, EV/HEVs will become the most significant power module market, representing a market value of almost US$3.6 billion. In addition, the power module packaging raw materials market is growing and will reach an impressive US$3.5 billion market value by 2026.” ...
PRESS RELEASE: ENGLISH - GERMAN - JAPANESE - KOREAN - CHINESE
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| November 8 - MEMORY & PACKAGING - YOLE
Memory manufacturing continues to expand in China: packaging companies benefit from it
The ramp-up of Chinese memory, the growth of flip-chip DRAM and 3D-stacking technologies are opening significant opportunities for packaging players.
“Memory is a critical market in modern data-centric societies, fueled by important megatrends, such as mobility, cloud computing, AI, and the IoT .” asserts Simone Bertolazzi, Ph.D. Senior Market & Technology Analyst, Memory at Yole Développement (Yole). He adds: “All these are propelling the so-called “data-generation explosion” and are shaping a robust growth in memory demand for the next several years”. ...
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN - CHINESE
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| November 4 - IMAGING - YOLE GROUP
Thermal imaging & sensing market: after the COVID-19 pandemic, what are the next steps?
After the boom in thermal cameras used for fever detection in 2020, Yole Développement analyzes the evolution of this industry and identifies the next steps, especially the role of the Chinese companies.
“In 2020, thermal imaging and sensing took center stage in the fight against COVID-19”, explains Dimitrios Damianos, Ph.D., Senior Technology & Market Analyst, part of the Photonics & Sensing division at Yole Développement (Yole). He adds: “After an EBT/ EST camera sales gold-rush for a great many manufacturers, the demand finally fell in late 2020 and is returning to normal through 2021.”...
PRESS RELEASE: ENGLISH - CHINESE - KOREAN
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| October 25 - MEMS & SENSING - YOLE GROUP
The Audio industry is evolving at the speed of sound
Functionalities like Active noise cancellation, 3D audio, and beamforming are expanding the audio market.
“Today, audio technologies are becoming ubiquitous, reminiscent of the hi-fi boom in the 1960s and 1970s.” asserts Alexis Debray, Ph.D., Senior Analyst at Yole Développement (Yole). He adds: “Audio is the new must-have interface to interact with phones, speakers, cars, and even homes. Audio is also bringing new immersive experiences with ANC , and 3D audio, but also sound transparency to better connect with reality”...
PRESS RELEASE: ENGLISH - CHINESE - GERMAN
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| October 19 - MEMS & SENSING - YOLE GROUP
STMicroelectronics, TDK InvenSense, and Bosch Sensortec MEMS IMUs… all you need to know from the technological choices to the design wins with big smartphone OEMs
“The MEMS inertial sensor market focused on IMUs in smartphones is mainly represented by three leading MEMS device manufacturers: STMicroelectronics, TDK InvenSense, and Bosch Sensortec.” asserts Audrey Lahrach, Technology & Cost Analyst, MEMS, Sensors & Displays at System Plus Consulting. She adds:“Those players have made different technological choices in an ultra-competitive sector to reach their own objectives. As an example, we identified different wafer assembly processes such as glass frit, eutectic bonding combined, or not, with fusion bonding”...
PRESS RELEASE: ENGLISH - GERMAN - KOREAN - CHINESE
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| October 14 - IMAGING - YOLE GROUP
Camera module industry: resilience and innovations as key strengths
“Many cameras” approach in mobile phones and automotive continues to drive the industry forward.
“During the outbreak of the pandemic in 2020, our private social life but also the entire economic life , including the CCM industry, were temporarily suspended, but swift action was taken, and the CCM industry quickly recovered.” asserts Richard Liu, Technology & Market Analyst, Imaging at Yole Développement (Yole). He adds: “The trade tension between China and the US led to Huawei being banned and not being able to purchase any key chips dedicated to the production of mobile phones. This created much motion within the ecosystem. However, the drive of the CCM industry as a whole was marginally affected in 2020”...
PRESS RELEASE: ENGLISH - KOREAN - JAPANESE - CHINESE
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| October 7 - SEMICONDUCTOR MANUFACTURING - YOLE
Does China drive the epitaxy equipment market?
The epitaxy equipment market, including MOCVD, HTCVD, and MBE is key for power and optoelectronic applications. Yole announces a $1.1 billion market in 2026.
“We are at a crucial period of history where each device around us is becoming smarter, greener, and more compact.” asserts Vishnu Kumaresan, PhD., Technology & Market Analyst, Semiconductor Manufacturing at Yole Développement (Yole). He adds: “Even the excruciating COVID-19 situation has had nothing more than a positive impact on the semiconductor industry by only further accelerating technological innovation (...) ”.
PRESS RELEASE: ENGLISH - GERMAN - JAPANESE - CHINESE
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| October 6 - COMPUTING AND SOFTWARE - YOLE
AI is now spreading in our everyday products
AI features are becoming standard in consumer applications. Yole announces a US$ 5.6 billion market by 2026.
“AI technologies are already in many products that we use every day.” asserts Adrien Sanchez, Technology & Market Analyst, Computing & Software atYole Développement (Yole). He adds: “They started in our smartphones, through applications such as face recognition or photography setting optimization. They are now spreading into most consumer applications, from smart home cameras with features such as intrusion detection to smart assistant support integrated into earbuds”...
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN - CHINESE
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| September 23 - ADVANCED PACKAGING - YOLE
Advanced packaging: the pandora box for all the players of the semiconductor industry
Advanced packaging is now of strategic importance for IDMs, foundries, and OSATs, leading to more than US$10 billion in investment.
“The advanced packaging market was worth US$30 billion in 2020 and is expected to grow at a CAGR of 8% to reach US$47.5 billion in 2026 during this period”, asserts Santosh Kumar Principal Analyst & Director Packaging, Assembly & Substrates, for Yole Développement (Yole)’s activities in Korea.“At the same time, the traditional packaging market will grow at a 4.3% CAGR to reach US$50 billion in 2026. In this context, the total packaging market is showing a 6% CAGR with a US$95.4 billion value the same year.”...
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN - CHINESE - GERMAN
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| September 22 - IMAGING - YOLE GROUP
Seek Thermal MOSAIC Core S309SP: a user-friendly thermal camera to deliver images for non-high-performance applications
“The Seek Thermal MOSAIC Core S309SP appeared to be very easy to handle and test, thanks to its design and available tools provided by the manufacturer”. states Olivier Andrieu, PhD., Innovation Leader and System Architect at Piséo, part of Yole Group of Companies.“However, in the meantime, the sensor does not appear as best-in-class compared to what can be currently found for such commercialized camera cores.”...
PRESS RELEASE: ENGLISH
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| September 16 - RF ELECTRONICS - YOLE
Cellular IoT: towards a ramp-up?
Cellular IoT gets full benefit of 5G and will reach 900 million units a year in 2026.
“Wireless connectivity of things has stopped being an abstract concept”. asserts Claire Troadec, Division Director, Power & Wireless at Yole Développement (Yole). “Today, everyone has their personal experience with connectivity or at least has heard about it. It could be through Bluetooth earphones, a fitness band or the connection of their electric meter to their home Wi-Fi. These applications, often using Wi-Fi or Bluetooth, are referred to as Personal Area Networks or Home Automation”...
PRESS RELEASE: ENGLISH - CHINESE
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| September 15 - PHOTONICS - YOLE GROUP
Automotive semiconductor industry: the wind of change
The automotive industry faces new industrial and technological challenges while undergoing dramatic changes in its value chain.
“The value of semiconductors, at the chip level, in cars will grow from US$34.4 billion in 2020 to US$78.5 billion in 2026, a 14.75% CAGR.” asserts Eric Mounier, PhD, Director of Market Research at Yole Développement (Yole). He adds: : “The largest growth will be in EVs due to the major shift to electrification.”...
PRESS RELEASE: ENGLISH - GERMAN - KOREAN - JAPANESE - CHINESE
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| September 9 - COMPOUND SEMICONDUCTORS - YOLE
With more than US$5 billion in 2026, the InP bare die market is offering opportunities and profits
Yole Développement (Yole) identifies new applications in a dynamic market bringing growth and opportunities for lots of companies…
“At Yole, we expect an initial slight market penetration of InP in 2022 in wearables, followed by a significant increase to US$255 million in 2026 with a CAGR2022-2026 of 112%.” asserts Ahmed Ben Slimane, PhD, Technology & Market Analyst, Compound Semiconductors and Emerging Substrates at Yole Développement (Yole). He adds: “For LiDAR applications, InP could be promising, enabling eye safety at higher wavelengths.”...
PRESS RELEASE: ENGLISH - JAPANESE - CHINESE
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| September 2 - SENSING - YOLE
LiDAR adoption: technology choices and supply chain management are the key enablers
ADAS and robotic vehicles will drive the LiDAR market from US$1.8 billion in 2020 to US$5.7 billion in 2026.
“The market for LiDAR in automotive and industrial applications is expected to reach US$5.7 billion in 2026, showing a significant 21% CAGR between 2020 and 2026”,asserts Alexis Debray, PhD. Senior Technology & Market Analyst, Photonic, Sensing & Semiconductor at Yole Développement (Yole).“In 2020, the LiDAR in ADAS represented only 1.5% of the automotive and industrial LiDAR market. But the ADAS proportion is expected to reach 41% in 2026.” ...
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN - GERMAN - CHINESE
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| August 26 - DISPLAY - YOLE
Apple’s iPad Pro’s miniLED backlight: how the company balanced cost and performance
“After more than three years of hype, excitement, and unfulfilled promises, miniLED backlights are finally ready for prime time,” asserts Taha Ayari, Technology & Cost Analyst at System Plus Consulting part of Yole Développement (Yole).And he explains: “MiniLED monitors, and laptops have been available since late 2020. Most leading TV brands are adopting miniLED backlights in their 2021 flagship models. The highly anticipated miniLED Apple iPad Pro was officially announced in April 2021.” ...
PRESS RELEASE: ENGLISH - CHINESE - GERMAN - KOREAN - JAPANESE
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| August 26 - POWER ELECTRONICS - YOLE
MOSFET industry: China race to enlarge their market shares
Chinese companies want to grow their market share by increasing investment and improving device performance.
“Silicon MOSFETs are key components in a very wide range of low and mid-power applications”, asserts Ana Villamor, PhD. Technology & Market Analyst, Power Electronics & Compound Semiconductors at Yole Développement (Yole).“In 2020, the silicon MOSFET market was worth US$7.5 billion. At Yole, we expect a 3.8% CAGR from 2020-2026, with most revenue coming from consumer and automotive markets.”...
PRESS RELEASE: ENGLISH - CHINESE - JAPANESE - GERMAN
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| August 19 - POWER ELECTRONICS - YOLE
IGBT growth: the supply chain is reshaping in anticipation
The IGBT market, strongly driven by EV/HEVs, will reach US$8.4 billion by 2026.
“With high growth expected for IGBTs, driven mainly by e-mobility, the supply chain is adapting its strategy and investing massively”,asserts Ana Villamor, PhD. Technology & Market Analyst, Power Electronics & Compound Semiconductors at Yole Développement (Yole).She adds: “IGBT is key for numerous power electronics applications. Strongly pushed by EV/HEVs adoption, at Yole, we announce a 7.5% CAGR from 2020 to 2026 to reach US$8.4 billion at the end of the period”.
PRESS RELEASE: ENGLISH - GERMAN - JAPANESE - CHINESE
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| August 12 - IMAGING - YOLE
CMOS Image Sensor industry: Huawei ban reorders the player growth ranking
The CMOS Image Sensor industry maintained significant 7.3% YoY growth in 2020, reaching $20.7B.
“Until 2019 mobile device cameras were the main growth contributor to the CIS market.” asserts Pierre Cambou, Principal Analyst, Imaging at Yole Développement (Yole). He adds: “But in 2020 this is no longer the case. Computing, automotive and security market applications have now outpaced the growth of mobile device.” ...
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN - CHINESE |
| COMPOUND SEMICONDUCTORS QUARTERLY MARKET MONITOR, Q2 2021
WHAT HAS CHANGED SINCE Q1?
• SiC & GaN for power electronics:
SiC for next-generation premium EV models: there has been an acceleration in automotive design wins for main inverters, OBC s and DC/DC converters...
• RF electronics:
5G PAs start to strongly drive the GaAs RF market since H2-20: in 2020 the main development of handset solution is 5G-based...
Q2 2021 MONITOR PRESS RELEASE : ENGLISH - JAPANESE - CHINESE |
| August 5 - DISPLAYS - YOLE
MicroLEDs show progress on all fronts: have they reached escape velocity
Cost is the biggest challenge, but Apple and Samsung are carving paths toward the consumer.
“The display industry is currently favorable to microLED: China won the LCD war, the industry is turning its focus to technologies that deliver differentiation and high margins.” asserts Eric Virey, Ph.D., Principal Analyst, Technology & Market, Displays at Yole Développement (Yole).
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN - CHINESE
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| August 3 - SEMICONDUCTOR MANUFACTURING - YOLE
Lithography & bonding: More than Moore devices are boosting the equipment industry
All equipment markets are growing to reach US$2.4 billion in 2026, driven by lithography and bonding processes.
“Without a doubt, 2020 was a difficult year for device manufacturers.” asserts Taguhi Yeghoyan, PhD., Technology & Market Analyst, Semiconductor Manufacturing at Yole Développement (Yole). She adds: “Chip demand soared mainly in the consumer market due to lockdowns and working from home. Despite the cash injection, manufacturers could not keep up with increased demand. Massive fab expansions and equipment orders followed.”
PRESS RELEASE: ENGLISH - JAPANESE - CHINESE
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| July 28 - BATTERY - YOLE
Li-ion battery: checkmate for the European players?
Asia dominates the Li-ion battery supply chain, but Europe is on the rise.
“Global Li-ion battery demand continues its impressive growth and will reach a massive 1156 GWh of yearly demand by 2026.” asserts Shalu Agarwal, PhD, Technology & Market Analyst, Power Electronics & Materials at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN - GERMAN - CHINESE
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| July 27 - LED - YOLE
VCSEL industry: towards a complete metamorphosis?
VCSEL market is seeing huge technology changes and new equilibrium for industrial suppliers.
“VCSEL technology is continuously evolving. It has already occurred in the past with the transition from 850nm-based VCSELs for datacom applications to 940nm-based VCSEL arrays for 3D sensing applications.” asserts Pierrick Boulay, Technology & Market Analyst, Solid-State Lighting at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - JAPANESE - GERMAN - CHINESE
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| July 22 - LED - YOLE GROUP
Optical transceiver: co-packaged optics and Chinese players are supporting the growth
“For the past 50 years, mobile technology innovations have been rolled out each decade”. asserts Martin Vallo, PhD, Technology & Market Analyst, Solid-state Lighting at Yole Développement (Yole). He adds: “Mobile bandwidth requirements have evolved from voice calls and texting to UHD video and a variety of AR/VR applications. In spite of deep implications of the COVID-19 outbreak for the telecom infrastructure supply chain, consumers and business users worldwide continue to create new demand for networking and cloud services.”...
PRESS RELEASE: ENGLISH - JAPANESE - GERMAN - CHINESE
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| July 20 - ADVANCED PACKAGING - YOLE GROUP
System-in-Package industry: IDMs, OSATs, and foundries are taking the advantage
Through enabling design and supply chain agility, SiP will reach more than $19B by 2026.
“SiP has become synonymous with technologies ranging from high-end die-to-die chiplet-type advanced integration to devices found in mobile handsets with increased integration and functionality leveraging best-in-class advanced packaging processes.” asserts Vaibhav Trivedi, Senior Technology & Market analyst, Packaging, within the Semiconductor, Memory & Computing division at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN - CHINESE
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| July 15 - MEMS & SENSING - YOLE
A brave new MEMS world: a $18.2B market by 2026
The MEMS market will grow due to new opportunities in audio for microphones, microspeakers and inertial MEMS, AR/VR for optical MEMS, and other emerging applications.
“Last year when COVID-19 erupted, the effects on various industries were felt immediately, which in turn had an after-effect on the MEMS business. But the crisis did not impact all end-markets the same way.” asserts Jérôme Mouly, Team Lead Analyst, Sensing & Actuating at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - GERMAN - JAPANESE - CHINESE
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| July 6 - MEMS & SENSING - YOLE
Gas and particle sensors: a $2.2B market in 2026
Vehicles still use most gas sensors. Moreover, the consumer market is accelerating the digitalization of smell.
“The quality of the air we breathe remains a major global issue for the health and safety of people. The World Health Organization links 4.2 million deaths per year to pollution issues and exposure to toxic or dangerous gases. The cost of pollution is also a significant economic impact. The World Bank estimates it to be 4.8% of global GDP .” asserts Jérôme Mouly, Team Lead Analyst, Sensing & Actuating at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - JAPANESE - CHINESE
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| CMOS IMAGE SENSOR QUARTERLY MARKET MONITOR, Q2 2021
Q2 2021 Market Dynamics:
• Huawei ban, COVID-19 pandemic and semiconductor shortage have strongly impacted the CIS industry.
• 2020 saw CIS revenues reach US$20.7 billion with an annual growth of 7.3%.
• Expectation for 2021 is to experience slower growth at 3.2% YoY. Nevertheless, the market will reach a record value of US$21.4 billion.
• Sony, Samsung and OmniVision are still occupying the top 3 ranking with 73% of the total CIS market revenue in 2020...
Q2 2021 MONITOR PRESS RELEASE : ENGLISH - JAPANESE - KOREAN |
| June 18 - RF ELECTRONICS - YOLE GROUP
5G: take it or leave it?
5G is reaching the mass market. Is it an opportunity for RF front-end legacy players? Will the Chinese companies be part of this dynamic?
“A sharp transition toward 5G is ongoing in mobile devices.” asserts Cédric Malaquin, Technology & Market Analyst, RF Devices & Technology at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN - GERMAN - CHINESE
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| June 17 - IMAGING & SENSING - YOLE DEVELOPPEMENT
3D imaging and sensing: STMicroelectronics and Lumentum benefit the most in Apple’s supply chain. Who’s next?
Can Apple’s use of direct Time-of-Flight sensors in the iPhone 12 Pro accelerate? Can it consolidate the use of ToF 3D sensing technology?
“In mobile markets there is a temporary hiatus in growth of 3D sensing due to the ban of Huawei in the US as well as the fact that the Android camp has abandoned the technology.”asserts Richard Liu, Technology and Market Analyst in the Photonics, Sensing & Display division at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - JAPANESE - GERMAN - CHINESE
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| June 15 - MEMORY - YOLE DEVELOPPEMENT
NAND consolidation, China’s bet on two key players, the rise of the CXL interface… Memory business keeps growing
Amid the pandemic, trade-war tensions, and chip shortages, the memory market outlook remains bright, to reach more than US$180 billion in 2022
“NAND and DRAM are the workhorse memory technologies,” says Simone Bertolazzi, PhD. Senior Technology & Market analyst at Yole Développement (Yole). “They are used, respectively, as storage and working memory for a broad spectrum of applications and systems, including smartphones, tablets, SSDs, PCs, servers, and vehicles.”
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN - GERMAN - CHINESE
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| June 10 - ADVANCED PACKAGING - YOLE GROUP
TSMC dominates the Fan-Out market: ASE and others are catching up
TSMC’s Fan-Out success with Apple and high-performance computing are pushing Intel, Samsung, ASE, and all other competitors to find new innovative solutions.
“As part of advanced packaging, FO solutions have become critical and effective for foundries and IDM s, increasing device performance and bandwidth and reducing the gap between Silicon and substrate.” asserts Stefan Chitoraga, Technology and Market Analyst specializing in Packaging and Assembly at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - KOREAN - CHINESE
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| June 9 - OPTO & PHOTONICS - YOLE DEVELOPPEMENT
Quantum technologies: the market is growing
Although still a distant business, industrial interest in quantum continues.
“Quantum technology covers a wide range of applications addressing key industrial simulation and optimization challenges.” asserts Eric Mounier, Ph.D., Director of Market Research at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - GERMAN - JAPANESE - CHINESE
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| June 3 - COMPOUND SEMICONDUCTORS - YOLE
GaN for RF electronics: GaN-on-SiC vs GaN-on-Si?
The GaN RF device market is expected to reach over US$2.4 billion by 2026. The production competition between GaN-on-SiC and GaN-on-Si emerges.
“In view of the emerging GaN RF market, notable investments in recent years have been shaping the future relationship between demand and supply, which is important to watch closely.” asserts Ezgi Dogmus, PhD. Team Lead Analyst in Compound Semiconductor & Emerging Substrates activity within the Power & Wireless Division at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN - CHINESE
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| June 3 - MEMS & SENSING - SYSTEM PLUS CONSULTING
High-end inertial sensors market: Analog Devices is staying strong with its industrial MEMS IMUs
“For the development of robotics, smart agriculture, autonomous vehicles and navigation and stabilization applications, accurate motion capture sensors have played a central role.” asserts Audrey Lahrach, Technology & Cost Analyst, MEMS, Sensors & Display at System Plus Consulting. She adds:“The requirements in high precision, long mission life and high reliability are not provided by standard consumer solutions”...
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN - GERMAN - CHINESE
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| ADVANCED PACKAGING QUARTERLY MARKET MONITOR, Q1 2021
Q1 2021 Market Dynamics:
• Market trends:
Top OSATs saw 15-20% increase in 2020 revenue compare to 2019...
• Special focus: FCCSP packaging
This market segment will reach more than US$10 billion in 2026...
Q1 2021 MONITOR PRESS RELEASE : ENGLISH |
| MAY 20 - COMPUTING & SENSING - YOLE
Neuromorphic for AI computing and sensing: disruptive technologies are here!
Industrial, consumer ad automotive are driving the adoption of neuromorphic with first products.
“AI is hungry for performance, and Moore’s law dynamics will not suffice to cover the needs of the ongoing 5G/IoT /AR /Robotic revolution. The ecosystem is and will stay R&D-oriented for the next 3 to 5 years.”asserts Adrien Sanchez, Technology & Market Analyst, Computing & Software division at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - JAPANESE - KOREAN
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| MAY 12 - PHOTONICS - YOLE GROUP
Apple is entering silicon photonics
Beyond communication, silicon photonics is penetrating consumer and automotive.
“Since the 1998 release by Bookham of the first product using the silicon photonics platform, the main application for silicon photonics has been optical communication.” asserts Alexis Debray, Ph.D., Senior Analyst at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - JAPANESE - CHINESE
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| MAY 11 - MEMORY - YOLE GROUP
3D-NAND: the ever-increasing manufacturing complexity
The 3D-NAND manufacturing equipment market will keep growing.
“Four companies – ASML, Applied Materials, Tokyo Electron and Lam Research – hold more than 70% of the overall equipment market.” asserts Simone Bertolazzi, Market & Technology Analyst, Memory at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH
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| MAY 6 - LED - YOLE
Edge emitting lasers: a 15% market growth, driven by historical applications
The edge emitting laser market will reach $6.6B in 2026, driven by optical communications, with emerging applications outpacing traditional material processing.
“Since the development of lasers in the 1960s, they have been increasingly used in a large number of applications.” asserts Martin Vallo, PhD, Technology & Market Analyst, solid-state lighting technologies, within the Photonics, Sensing & Display division at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - JAPANESE - CHINESE
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| MAY 5 - COMPOUND SEMICONDUCTORS - YOLE
The GaN power market will surpass $1 billion in 2026
The GaN power market doubled in 2020, highlighting the impressive growth of smartphone fast chargers and leading the way for telecom and automotive markets.
“Following Oppo’s adoption of GaN in its 65W inbox fast chargers for its Reno Ace flagship model in late 2019, several phone OEMs and accessory charger providers released GaN-solution design wins for their fast chargers in 2020.” asserts Ahmed Ben Slimane, PhD, Technology & Market Analyst, Compound Semiconductors and Emerging Substrates at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - JAPANESE - CHINESE
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| APRIL 29 - BATTERY - YOLE
Solid-state battery as an ultimate milestone in the companies’ roadmaps
2025 will be a decisive year for commercialization.
“Over the last few years we have seen a growing number of research activities in solid-state batteries.” asserts Milan Rosina, PhD, Principal Analyst, Power Electronics & Batteries at Yole Développement (Yole). “However, the development of solid-state battery is still nascent. Many solid-state battery developers are planning to commercialize their batteries by 2025, which will undoubtedly be an important milestone for solid-state battery commercialization”...
PRESS RELEASE: ENGLISH - GERMAN - KOREAN
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| SMARTPHONE DESIGN WIN QUARTERLY MONITOR, Q1 2021 - SYSTEM PLUS CONSULTING
Q1 2021 Technical Dynamics:
• Design wins...
• eBoM...
• Die area...
Q1 2021 MONITOR PRESS RELEASE :ENGLISH - KOREAN - CHINESE |
| APRIL 27 - LED - YOLE GROUP
UVC LEDs: the light at the end of the tunnel?
UVC LEDs are one solution to contain the COVID-19 pandemic.
“It’s been more than 10 years that the industry has waited for this moment to happen, and all the players have worked hard to make it possible.” asserts Pars Mukish, Business Unit Manager, Solid-State Lighting & Display at Yole Développement (Yole). “UVC LEDs are still much more expensive than traditional UV lamps, but manufacturers have got closer to the requirements of the early majority willing to use the technology. Indeed, from ~$100/ mW in 2015, UVC LED prices reached $0.3-2/ mW in 2019, which represents a real threshold for most potential large-volume integrators”...
PRESS RELEASE: ENGLISH
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| APRIL 22 - MEMS & SENSORS - YOLE
Robotic industry: + $7.4B to the industrial sensor market
“Whether it is a LiDAR, a radar, a camera or an IMU , the robotic sensor play is far from the ADAS or the consumer AV play.” asserts Pierre Cambou, Principal Analyst, Imaging at Yole Développement (Yole). “The current search for performance and operability in the world of robotics is far greater than the focus on cost and durability that we usually see in the automotive world”...
PRESS RELEASE: ENGLISH - JAPANESE - GERMAN
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| APRIL 14 - MEMS & SENSORS - YOLE
MEMS pressure sensors: much more than “business as usual"
The automotive market is still driving revenues for MEMS pressure sensors – but for how long?
“Pressure sensors are widely used throughout the industry across numerous applications.” asserts Dimitrios Damianos, Technology & Market Analyst at Yole Développement (Yole): “In the last couple of decades, automotive has been one of the main sectors to drive demand for these devices. The development of new systems in conventional internal combustion engine vehicles, as well as hybrid electric vehicles, is demanding complex control systems”...
PRESS RELEASE: ENGLISH - KOREAN - CHINESE
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| APRIL 9 - ADVANCED PACKAGING - YOLE GROUP
5G: advanced packaging technologies bring innovation
5G packaging brings innovative technology and new opportunities for SiP business.
“The RF components in the mobile are packaged at two levels,” asserts Santosh Kumar, Principal Analyst & Director Packaging, Assembly & Substrates, Yole Korea at Yole Développement (Yole): “The 1st-level packaging of various RF components like filters, switches, and amplifiers at die/wafer level, includes RDL , TSV , and/ or bumping steps. Then the 2nd-level SiP packaging is performed at the SMT level where various components are assembled on SiP substrate along with passives.”...
PRESS RELEASE: ENGLISH - GERMAN - KOREAN - JAPANESE - CHINESE
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| APRIL 1 - DISPLAY - YOLE
MicroLED IP: startups and newcomers are challenging the heavyweights
Joining Apple, Samsung, LG, XDisplay, PlayNitride, Facebook and others, newcomers are accelerating microLED patenting activity.
“We estimate that as of Q1 2021, more than US$5 billion has already been spent on microLED development. Indeed, 37% have been spent on other company internal R&D and investments, 26% in Apple internal R&D, 24% were investments in startups and 13% have been spent in acquisitions.” asserts Eric Virey, Principal Analyst, Technology & Market, Displays at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - KOREAN - JAPANESE - CHINESE
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| APRIL 1 - POWER ELECTRONICS - YOLE
DC charging for EV: a decisive outlook for the power electronics industry
The total market value of power electronic devices for DC chargers will grow to US$347 million by 2026.
“While low-power DC chargers, up to 20-30 kW, are commonly based on a monolithic design approach, the modular design is dominant in high-power chargers.” asserts Milan Rosina, PhD, Principal Analyst, Power Electronics and Batteries at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - GERMAN - CHINESE
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| MARCH 25 - RF - YOLE
5G is driving the RF front-end components market growth for telecom infrastructure
The RF component market for telecom infrastructure will peak at $4.2B in 2023 thanks to active implementation of 5G.
“The development of AAS for urban coverage, for both LTE and 5G equipment, can be seen as the main game changer in the telecom infrastructure RF component industry in the past few years.” asserts Cédric Malaquin, Technology & Market Analyst, RF Devices & Technology at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH - JAPANESE - CHINESE
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| PROCESSOR QUARTERLY MARKET MONITOR, Q1 2021 - YOLE DEVELOPPEMENT
Market Dynamics:
• Key figures:
The APU market should generate US$44 billion of revenue for designers in 2021.
Revenue for CPU s are expected to grow to US$70 billion in 2021.
GPU s continue to grow, with US$15 billion revenue in 2020 reaching beyond US$25 billion in 2025
• US-China trade disputes – Status:
China is looking to preserve the Huawei’s long-term viability...
Q1 2021 MONITORS PRESS RELEASE : ENGLISH - JAPANESE - KOREAN - CHINESE |
| MARCH 19 - PACKAGING - YOLE
High-End performance packaging: what are the impacts of the big players on the supply chain?
“High-end Packaging technology options are increasingly rich and ground-breaking. WLPs are changing the standard of FE/BE supply chain.” asserts Favier Shoo, Team Lead Analyst, Packaging at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH
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| DRAM & NAND QUARTERLY MARKET MONITORS, Q1 2021 - YOLE DEVELOPPEMENT
Market Dynamics:
• The memory market grew 15% to reach US$122 billion in 2020.
• NAND Q4 2020: NAND market revenue grew 28% in 2020.
NAND’s competitive landscape remains incredibly dynamic.
As the NAND market evolves, the industry faces many important questions…
• DRAM Q4 2020:
DRAM market revenue grew 6% in 2020.
The DRAM market is constantly evolving and changing.
The DRAM market’s future promises to be as dynamic as its past…
Q1 2021 MONITORS PRESS RELEASE : ENGLISH - KOREAN - CHINESE |
| MARCH 17 - MEMS & SENSORS - YOLE
Ultrasound: more than a choice, a strategic positioning for players
“Beyond the technological choices, there are players who wish to offer new functions to OEM system manufacturers for which bulk piezoelectric technologies could not provide adequate solutions.” asserts Jérôme Mouly, Team Lead Analyst, Sensing & Actuating at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH
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| MARCH 11 - SEMICONDUCTOR MANUFACTURING - YOLE
Glass for semiconductors: many applications, few players
“Today, the scope for applications using glass substrates in the semiconductor field is broad and highly diversified.” asserts Amandine Pizzagalli, formerly Technology & Market Analyst, Semiconductor Manufacturing at Yole Développement (Yole) and today Finance Project Manager at Yole Finance, part of Yole. She adds: “Nowadays, the number of glass vendors able to deliver wafers and panels with the specifications the industry needs is quite limited”...
PRESS RELEASE: ENGLISH
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| MARCH 8 - SOFTWARE & COMPUTING - YOLE GROUP
M1: Apple did it
“Two new Apple MacBook models and the Mac mini are now powered by an Apple in-house SoC design,” announces Belinda Dube, Technology & Cost Analyst, Memories at System Plus Consulting. And she adds:“The transition from Intel x86 processors has created shockwaves felt throughout the processor and computing world. This new, first SoC for Mac features 4-CPU high-performance cores, 4-CPU high-efficiency cores, and 8-GPU cores.”...
PRESS RELEASE: ENGLISH - CHINESE
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| MARCH 4 - RF ELECTRONICS - YOLE GROUP
RF front-end module industry
What are the technical choices made by Apple?
“In the iPhone series from 2016 to 2020, Apple’s strategy was to reduce the RF area size with a decrease of the board level at first until 2017.” asserts Stéphane Elisabeth, PhD, Cost Analyst in RF and Advanced Packaging at System Plus Consulting. “But since, the board is increasing along with a stabilization of the RF share mainly even with 5G integration. Between 2017 and 2020, Intel was the only modem and transceiver (RxTx) supplier for Apple. Qualcomm who lost the market in 2017, is getting in the iPhone design in 2020 and is likely to be kept in 2021 because of the 5G. In 2022, in-house modem and RxTx could be expected from Apple.”
PRESS RELEASE: ENGLISH - CHINESE
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| FEBRUARY 25 - POWER ELECTRONICS - YOLE GROUP
E-mobility: towards SiC adoption
“There are basically three converter types in an electric car: the main inverter, DC/DC and OBC .”asserts Ana Villamor, Technology & Market Analyst, Power Electronics at Yole Développement (Yole). “The main inverter is the largest market among the different converters due to the higher power levels, leading also to the highest content of power semiconductors.”
More on Power SiC – Life in The Fast Lane as SiC Penetration Accelerates – Webcast on March 4, 2021. Register on i-Micronews.
PRESS RELEASE: ENGLISH
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| FEBRUARY 17 - SYNAPS - YOLE DEVELOPPEMENT
Advanced packaging is crucial for the ambition of semiconductor companies
“Leading players must act fast and play on their strengths to innovate and compete. And advanced packaging could most certainly be a pivotal approach,”asserts Favier Shoo, Team Lead Analyst, Advanced Packaging at Yole Développement (Yole)...
More on SYNAPS 2021 - Advanced Packaging & System Integration Technology Symposium, 2021 edition on May 18-20, 2021. Register on i-Micronews.
PRESS RELEASE: ENGLISH - CHINESE.
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| FEBRUARY 11 - MEMORY - YOLE GROUP
Embedded and stand-alone NVM: two different futures?
“The overall emerging NVM market will grow at a CAGR20-26 ~44% ”. asserts Simone Bertolazzi, Market & Technology Analyst, Memory at Yole Développement (Yole).“After several years in development, embedded emerging NVM technologies have gained significant maturity and are now ready for market take off.”...
PRESS RELEASE: ENGLISH - KOREAN - CHINESE
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| FEBRUARY 10 - IMAGING - YOLE GROUP
FLIR Boson 640 Pro: what is this market-leading product worth?
“The Boson camera from FLIR is a compact LWIR thermal camera module, available in different versions,” states Joël Thomé, CEO at PISEO, part of Yole Group of Companies.
Fueled by multiple drivers, including the need to measure the temperature of many people due to COVID-19 as well as the need for surveillance, the market for IR thermal imaging cameras and modules is expanding at a rapid pace. PISEO’s partner, Yole Développement (Yole), expects an 8% CAGR between 2019 and 2025...
PRESS RELEASE: ENGLISH
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| FEBRUARY 5 - POWER ELECTRONICS - YOLE GROUP
Si IGBT is leading the power electronic industry
“Silicon devices such as IGBTs are benefiting from mature infrastructure and processes. New device generations are coming to the market. In addition to performance improvements, Si IGBT costs will further be reduced thanks to a 12-inch Si wafer transition that will make the competition with WBG materials even tougher.” asserts Amine Allouche, Technology & Cost Analyst at System Plus Consulting...
PRESS RELEASE: ENGLISH - CHINESE
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| JANUARY 27 - IMAGING - YOLE
Machine vision, a growing market driven by industrial and automation applications
“The displacement of CCD by CIS has favored volume growth of the machine vision market”. asserts Richard Liu, Technology and Market Analyst in the Photonics, Sensing & Display division at Yole Développement (Yole).“This greatly simplifies the complexity of the industrial cameras. Compact cameras, including smart cameras, can more easily be developed and are more suitable for use in various industrial environments”...
PRESS RELEASE: ENGLISH
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| ADVANCED PACKAGING QUARTERLY MARKET MONITOR, Q4 2020 - YOLE DEVELOPPEMENT
Q4 2020, Market Dynamics:
• FCBGA package revenue is expected to reach US$12 billion US USD by 2025 from $10 billion in 2020, driven by AI , datacenter and HPC momentum.
• FCBGA packages are expected to reach 3% CAGR4 over the next five years (in revenue).
• FCBGA revenue is expected to surpass US$10 billion by 2025.
• The majority of wafer demand stemming comes from 3D stacked devices with total wafer growth CAGR at 8.5% compare to 2020...
Q4 2020 MONITOR PRESS RELEASE : ENGLISH - CHINESE |
| JANUARY 15 - MEMS & SENSORS - YOLE
Will future soldiers be made of Semiconductor?
“The global market for infantry equipment related to semiconductor technology will evolve from US$9.1 billion in 2020 to US$17.5 billion in 2030.” asserts Alexis Debray, Technology & Market Analyst, MEMS, Sensors & Photonics at Yole Développement (Yole). Although the usual narrative states that the world has enjoyed peace and prosperity since the end of World War II, in reality global military spending has grown from US$17 billion in 1949 to US$1,868 billion in 2019...
PRESS RELEASE: ENGLISH
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| JANUARY 7 - COMPUTING & SOFTWARE - YOLE
Server computing, a market propelled by AI and data-intensive
“Between new opportunities and requirements brought by 5G, high-end AI and HPC computing workloads, and growing pressure to limit and in fact reduce power consumption, the datacenter server computing market is facing many technical challenges.” asserts Adrien Sanchez, Technology & Market Analyst, Computing & Software division at Yole Développement (Yole)...
PRESS RELEASE: ENGLISH
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