| 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
|
| 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
|
| 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
|
| 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
|
| 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
|
| 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 |
| 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
|
| 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
|
| 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
|
| 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
|
| 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
|