From Technologies to Market

MEMS & Sensors for Automotive

SampleAugust 2017

2

REPORT SCOPE

Only sensors dedicated to automotive

MEMS, Sensors and imaging sensors for automotive

Impact of autonomous & electrification trends

Connected vehicle & infrastructure

Data management

Not included in the report

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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METHODOLOGIES & DEFINITIONS

Yole’s market forecast model is based on the following elementary structured blocks:

Yole’s analysisframework

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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Acura, ADI, Alfa Romeo, Allegro, Alphabet, Amphenol, ASC, Apple, Audi, Autoliv, Avis, Baojun, BMW, Bosch, Buck, Buggati, Cadillac, Chevrolet, Citroën, Continental, Dacia, Daimler, Delphi, Denso, Dodge,

DS, FAW, Ferrari, Fiat, Ford, Geely, GM, GMC, Google, Harman, Holden, Honda, Hyundai, Infineon, Infiniti, Intel Mobileye, Jaguar, Jeep, Kia, Knowles Lamborghini, Lancia, Land Rover, Lincoln, Luminar,

Magna, Maserati, Mercedes, MG, Mini, Murata, Nissan, Nvidia, NXP, ON Semi, ON Star, Opel, Paragon, Peugeot, Porsche, PSA, Quanergy, RAM, Renault, Roewe, Rolls Royce, SAIC, Samsung, Seat, Sensata,

Sensitec, Skoda, Smart, STMicroelectronics, Tata, TDK-Invensense, TDK-Micronas, TE Connectivity, Uber, Valeo, Velodyne, Volkswagen, Volvo, Wulling and more…

COMPANIES CITED IN THIS REPORT

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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AUTOMOTIVE EVOLUTION

From Ford T to autonomous vehicles

Automation could be the

next disruption.

1900 1980 2012 2022 2028 2040

Technology x Market Penetration

The

Automobile’s

Evolution

12 years6 years10 years32 years80 years

Yole Développement

© September 2015

Low-expectation

“cars” fulfilling a

new plane of

consumption needs

Disruption?

Electronics

invade cars

The electric car

maturesIndustrialization

phase

New use case

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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2017 AUTOMOTIVE LANDSCAPE – MAJOR PLAYERS’ REVENUE (ESTIMATED)

~$2.3TAutomotive Market value

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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HOW SIGNIFICANT IS THE AUTOMOTIVE INDUSTRY ?

Two industries controlled by giant companies with ~$250B in revenue

$1.2TCAGR +4.4%

3,046M units

ASP $374

≈ ≈ ≈ ≈ $250B

$2.3TCAGR +2.7%

96M units

ASP $24,000

CAGR +7%

96M units

ASP $1,614

Automotive

electronics

$142B

x2

$11B

Automotive sensors

CAGR +13%

4.3Bunits

ASP $2.5

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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THE TWO BIG TRENDS FOR VEHICLES

The electrification should be the

driving market in the next 5 years.

However automation is

guiding the innovations.

• ~1-2 Mu in 2022

• ~5Mu in 2027 Level 3*Automation

• ~14Mu in 2022

• ~25 - 30Mu in 2027

Electrification**

Thermal Vehicles

94 Mu

Vehicles

105 Mu

Vehicles

Level 3 = Hands-off* / Include hybrids**

2017 2027

EV/HEV/Hybrids

Automated vehicles sold

Non-thermal vehicles sold

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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SENSORS IN AUTOMOTIVE – 3 MAIN CATEGORIES OF SENSORS

EngineManagement

Air conditioning,

Particle filter,

Suspension, GPS,

Air classification,

Magnetometer,

Chassis position,

3D monitoring, 3D

gesture recognition,

Parking assist

Vacuum boost, TPMS, Dynamic Brake, Side

airbags, Pedestrian protection, Roll Over,

pedals accelerations, brake accelerations,

wheel speed, Backward Cam, Side Mirror,

ADAS, Rain Detection, SRR & LRR

Oil Pressure sensor, MAP, Fuel

Tank pressure, BAP, Turbo

Boost, Secondary Air Valve,

EGR, Oil Transmission, 𝑁𝑂𝑥,

Lambda Probe, Throttle, Cam,

EPB, Gear position, Torque

Powertrain/Engine

management

Comfort

Safety

Comfort

Safety

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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SENSORS CATEGORY

Up to 100 sensors

SAFETY

• ABS Vacuum boost Side

Airbags Pedestrian

protection Occupant

detection TPMS Roll

Over

• Camera backup LDW

Rain detection LiDAR

Collision avoidance (LRR)

Side mirrors Night vision

Camera 360° 3D

monitoring Pedal position

Brake Acceleration

Wheel speed

POWERTRAIN

• GDI Oil Pressure MAP

Fuel Line BAP Common

rail Fuel tank Urea

Cylinder Turbo EGR

Secondary Valve Oil

transmission Knock

• Throttle position

Cam/Crank (P/S) EPB

Turbo position Gear

position Torque

𝑁𝑂𝑥 Lambda probe

COMFORT

• Air conditioning

Particulate filter Pinch

protection continuous

variable Pulley Active

suspension GPS

• Hands free (µphones)

Dash Cam 3D

recognition Parking aid

(SRR) Air classification

GPS

Chassis/Seat/Steering

position

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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1920

1940

1960

1980

2000

2010

2015

SAFETY: THE ETERNAL FOCUS

1920

1940

1960

1980

2000

2010

2015

Safety

Comfort

Each of the squares

represents a new

function in the car

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PLAYERS

Imaging and Radar

Gyro & Accelerometers

Pressure

Chemical Sensors

Magnetic

Microphones

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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IMPACT ON SENSORS: THE BIG MOVES EXPECTED

Those are the areas

affected by the trends mentioned previously.

Positioning

Detectors

Radars and LiDAR will

map the environment for

autonomous/robotized

vehicle positioning. Imaging

Sensors

Imaging sensors will

analyze the obstacles

encountered by the car, to

adapt the cruise for

instance.Magnetic

In electric vehicles, one of

the key challenge is the

battery management. This

will have an impact on the

magnetic sensor market

despite its maturity.

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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PRESSURE SENSOR MARKET –VOLUME AND VALUE

CAGR of pressure sensing shows the maturity of this market.

• Safety remains abackbone for pressuresensing market as it isfor automotive sensingmarket in general.

• Powertrain pressuresensing: see below.

• Global pressuremarket has aCAGR2016-2022 of 6% involume and its globalvalue a CAGR2016-2022

of 3%.

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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PRESSURE SENSOR MARKET –VALUE

The main increase of pressure sensing for automotive is particle filter.

• Particle filters aremandatory for diesel engineand strongly required forDirect Injection as well.That’s why they are thebiggest increase.

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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IMAGING SENSORS MARKET –VOLUME AND VALUE

The two main market drivers are IR diode (rain detection) and camera for back up.

• The two mainmarket drivers areforward cameras forADAS and 360°cameras.

• Global market valuehas a CAGR2016-2022

of 24%.

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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IMAGING SENSORS MAIN PLAYERS

ON Semi is the market leader, with one third of market shares.

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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EVOLUTION OF MEMS AND SENSORS BREAKDOWN – 2016/2022

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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BIG PICTURE OF LIDAR MARKET OPPORTUNITIES TIMELINE

2022

2027

LiDAR for Robotic vehicle• Public Pod Transport

• Agriculture

• R&D

2017

LiDAR for Autonomous Individual Transport

• Personal vehicle (L4/L5)

LiDAR for Robotized vehicle• Commercial/Goods Transport (Convoy)

• On-demand Taxis (L5)

The LiDAR market is a significant market just starting, but first real implementation should not be where most people think. Due to

high cost of manufacturing, LiDAR ASP will remains high for some years, therefore ROI matters, only commercial applications will have

an interest in this technology to save driver’s cost (i.e. taxis, trucks, buses…)

LiDAR cost

$-

LiDAR cost

$-

LiDAR cost

$-

Emerging Technology

(Start-ups)

Full-scale Implementation

(Large groups/New ventures)

Pervasive Technology

(Large Automotive groups)

LiDAR Market size

>$100M

LiDAR Market size

>$1BLiDAR Market size

>$4B

©2017 | www.yole.fr | MEMS & Sensors for automotive | Sample

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$2,500M

$1,840M

$6,200MCAGR +16%

$7,700MCAGR +24%

RADAR sensors

LiDAR sensors

Chemical Sensors

Magnetic

Pressure sensors

Imaging sensors

TPMS

Inertial

Ultrasonic

ECOSYSTEM OF THE SENSOR FOR AUTOMOTIVE INDUSTRY

2016–2022 Forecast

The two main growth are for Imaging, RADARs and LiDAR sensors, driven by automation.

$23BCAGR +13.7%

$11B

2016 2022

$300MCAGR +5%

$200MCAGR 1.3%

$1, 600MCAGR

+2.6%

Total Sensor market value for automotive

$1,400MCAGR +5.6%

$3,200MCAGR +10%

$1,800MCAGR +2%

$1,400MCAGR +36%

$2,200M

$225M

$183M

$1, 150M

$1,000M

$1,600M

$200M

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In a global automotive market worth than US$2.3T, the little world of automotive sensors has recently been shaken up by the emergence of electric and autonomous cars. Despite just 3% growth in the volume of cars sold expected through to 2022, Yole Développement (Yole) expects an average growth rate in sensors sales volumes above 8% over the next five years, and above 14% growth in sales value. This is thanks to the expanding integration of high value sensing modules like RADAR, imaging and LiDAR. The current automotive sensing market groups MEMS and classic active sensors such as pressure, tire pressure monitoring systems (TPMS), chemical, inertial, magnetic, ultrasonic, imaging, RADAR and LiDAR. We estimate that this market is worth US$11B in 2016 and is expected to reach US$23B by 2022. This is mainly due to the boom in imaging, RADAR and LiDAR sensors, which will respectively be worth US$7.7B, US$6.2B

and US$1.4B by 2022. Among classical sensors like pressure, chemical and magnetic sensors, the impact of electric vehicles will remain small in the short term. However, the advent of electrical vehicles will greatly change the amount and the distribution of pressure and magnetic sensors within the car in the longer term. More electric cars will mean fewer pressure sensors and a surge in magnetic sensors for battery monitoring and various positioning and detection of moving pieces. Finally, we believe that the automotive world is experiencing one of the fastest-changing eras in its evolution ever. Sensor suppliers are now engaged in a race where they need to be prepared for the golden age of the automotive world.

This report describes the applications, technologies, and players associated with the automotive sensor market’s impending changes.

MEMS AND SENSORS FOR AUTOMOTIVE Market & Technology report - August 2017

THE REBORN AUTOMOTIVE SENSOR MARKET WILL BE WORTH MORE THAN $20B BY 2022

How will sensor technology shape the cars of the future? We are only at the very beginning of a bright future for sensor providers – be prepared for the golden age of the automotive sensor industry.

KEY FEATURES OF THE REPORT Get the sample of the report on www.i-Micronews.com• Automotive active sensor market

volume forecast through 2022• Automotive active sensor market

value forecast through 2022• Automotive sensor and

manufacturer landscape/ecosystem mapping

•Applicationtrends:Electrificationand automation impacts

• Technology trends: Sensors for autonomous/robotic transportation such as RADAR, LiDAR and imaging

REPORT OBJECTIVESEcosystemidentificationandanalysis:• Determination of the application

range• Technical market segmentation• Market trends and forecasts• Key players by market, and analysisAnalysis and description of markets and technologies involved:• Detailed applications by market

segment• Major players worldwide• Technology trends • Main technical challenges

Overview of the MEMS and sensor market for automotive

$2,500M

$1,840M

$6,200M CAGR +16%

$7,700M CAGR +24%

RADAR sensors LiDAR sensors Chemical Sensors Magnetic Pressure sensors

Imaging sensors TPMS Inertial Ultrasonic

$23B CAGR +13.7%

$11B

2016 2022

$300M CAGR +5%

$200M CAGR 1.3%

$1, 600M CAGR +2.6%

Total Sensor market value for automotive

$1,400M CAGR +5.6%

$3,200M CAGR +10%

$1,800M CAGR +2%

$1,400M CAGR +36%

$2,200M

$225M

$183M

$1, 150M

$1,000M

$1,600M

$200M

(Yole Développement, August 2017)

The top ten sensor suppliers generated US$4.25 billion in revenue last year, accounting for 77% of the total sensing market at the sensor scale, excluding modules. Revenue growth was affected by price erosion for sensors designed into safety

applications, including electronic stability control (ESC) and TPMS. The pressure market remains a fragmented market dominated by Bosch, Sensata and Denso, while magnetic market is driven by Allegro, TDK-Micronas and Infineon.

BOSCH, DENSO, SENSATA, NXP AND INFINEON ARE STILL THE TOP PLAYERS IN THE AUTOMOTIVE SPACE, BUT CHANGES MAY OCCUR QUICKLY

MEMS AND SENSORS FOR AUTOMOTIVE

HOW TO ENVISION THE CAR OF THE FUTURE? ELECTRIFICATION AND AUTONOMOUS DRIVING WILL DEEPLY IMPACT TRANSPORTATION

Among all sensing technologies located in the car, three main sensors will drastically change the landscape: imaging, RADAR and LiDAR sensors.

Imaging sensors were initially mounted for Advanced Driver Assistance System (ADAS) purposes in high-end vehicles, with deep learning image analysis techniques promoting early adoption. It is now a well-established fact that vision-based Autonomous

Emergency Braking (AEB) is possible and saves lives. Adoption of forward ADAS cameras will therefore accelerate. Growth of imaging for automotive is also being fueled by the park assist application, and 360° surround view camera volumes are skyrocketing. While it’s becoming mandatory in the US to have a rear view camera, that uptake is dwarfed by 360° surround view cameras, which enable a “bird’s eye view” perspective. This trend is most beneficial to companies like Omnivision at sensor level and Panasonic and Valeo, which have become the main manufacturers of automotive cameras.

RADAR sensors, which are often wrongly seen as competitors of imaging and LiDAR sensors, are increasingly adopted in high-end vehicles. They are also diffusing into mid-price cars for blind spot detection and adaptive cruise control, pushing Level 2/3 features as a common experience. Lastly, LiDAR remains the “Holy Grail” for most automotive players, allowing 3D sensing of the environment. In this report we highlight the different potential usages of this technology, which will transform the transportation industry completely. We expect tremendous growth of the LiDAR market within the next five years, from being worth US$300M in 2017 to US$4.4B by 2022. LiDAR is expected to be a key technology, but sensing redundancy will still be the backbone of the automotive world where security remains the golden rule.

Regarding the RADAR market, Infineon can be considered as the benchmark and is avidly promoting RADAR as a key technology for the future of automotive. Newcomers, especially from the LiDAR industry, may reshuffle the deck in the near future. Companies like Velodyne, Quanergy, SensL and Leddartech are racing against giant automotive

suppliers like Continental and Valeo to commercialize reliable and affordable LiDAR solutions that can answer automotive requirements.

This report describes the associated technologies, trends and players.

(Yole Développement, August 2017)

LiDARs, RADARs and image sensors are the backboneof the future of the automotive

2022

2027

LiDAR for robotic vehicle • Public pod transport

• Agriculture • R&D

2017

LiDAR for autonomous individual transport • Personal vehicle (L4/L5)

LiDAR for robotized vehicle • Commercial/Goods transport (Convoy) • On-demand taxis (L5)

LiDAR cost

$5000

LiDAR cost

$1500

LiDAR cost

$500

Emerging technology (Start-ups)

Full-scale implementation (Large groups/New ventures)

Pervasive technology

(Large automotive groups)

LiDAR market size

$300M

LiDAR market size

$1.4B LiDAR market size

$4.4B

(Yole Développement, August 2017)

Automotive MEMS and sensors: Player overview

900

800

700

600

500

400

300

200

100

0

Sens

ing

reve

nues

(U

S$M

)

Pressure Chemical Magnetic Imaging Radar Inertial ON S

emico

nduc

tor

STMicroe

lectro

nics

Find more details about

this report here:

MARKET & TECHNOLOGY REPORT

Introduction, definitions and methodology 7

Executive summary 16

Automotive sensing history 44

Power train, in-cabin, safety 58

Sensors for automotive 66

Market forecasts 75

Automotive trends 107

Technology overview 130> Pressure sensors

> Accelerometer and gyroscope sensors

> Chemical sensors

> Magnetic sensors

> Imaging sensors

> Ultrasonic sensors

> RADAR sensors

Supply chain 144

Autonomous trends 153

> Sensors implied

> LiDAR focus

Conclusion and perspective 170

Yole presentation 177

TABLE OF CONTENTS (complete content on i-Micronews.com)

COMPANIES CITED IN THE REPORT (non exhaustive list)Acura, ADI, Alfa Romeo, Allegro, Alphabet, Amphenol, ASC, Apple, Audi, Autoliv, Avis, Baojun, BMW, Bosch, Buck, Buggati, Cadillac, Chevrolet, Citroën, Continental, Dacia, Daimler, Delphi, Denso, Dodge, DS, FAW, Ferrari, Fiat, Ford, Geely, GM, GMC, Google, Harman, Holden, Honda, Hyundai, Infineon, Infiniti, Intel Mobileye, Jaguar, Jeep, Kia, Knowles Lamborghini, Lancia, Land Rover, Lincoln, Luminar, Magna, Maserati, Mercedes, MG, Mini, Murata, Nissan, Nvidia, NXP, ON Semi, ON Star, Opel, Paragon, Peugeot, Porsche, PSA, Quanergy, RAM, Renault, Roewe, Rolls Royce, SAIC, Samsung, Seat, Sensata, Sensitec, Skoda, Smart, STMicroelectronics, Tata, TDK-Invensense, TDK-Micronas, TE Connectivity, Uber, Valeo, Velodyne, Volkswagen, Volvo, Wulling and more

• Status of the CMOS Image Sensor Industry 2017• Gas Sensor Technology and Market• Bosch LRR4 77GHz Long Range Radar Sensor•LeddarVu8:Thefirstoff-the-shelfsolidstatehigh-definitionLiDARmodulefromLeddarTech

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AUTHORSDr. Eric Mounier has a PhD in microelectronics from the INPG in Grenoble. He previously worked at CEA LETI’s R&D lab in Grenoble, France, in the marketing dept. In 1998 he cofounded Yole Développement, a market research company based in France. At Yole Développement, Dr. Eric Mounier is in charge of market analysis for MEMS and Sensors, visible and IR imagers including CMOS image sensors and microbolometers, semiconductors, printed electronics and photonics, including silicon photonics. He has contributed to more than 200 marketing and technological analyses and 100 reports. Eric is also an expert at the Observatoire des Micro et Nanotechnologies (OMNT) for Optics.

As a Technology and Market Analyst, Emeric Celier is member of the MEMS and Sensor business unit at Yole Développement, the “More than Moore” market research and strategy consulting company. Thanks to his technical expertise in thesemiconductorfield,Emericcontributesdaily to the development of MEMS and Sensor activities. He does technology and strategic scouting and produces market and technology reports and custom consulting projects. He graduated from Phelma in Grenoble, France with a specialization in Physics Nanoscience and also studied Management Innovation and Technology at INPG in Grenoble, France.

Guillaume Girardin works as a Market and Technology Analyst for MEMS devices and technologies at Yole Développement, the “More than Moore” market research and strategy consulting company. Guillaume holds a Ph.D. In Physics and Nanotechnology from Claude Bernard University Lyon 1 and a M.Sc. in Technology and Innovation Management from EM Lyon School of Business.

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Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services. With a strong focus on emerging applications using silicon and/or micro manufacturing, the Yole Développement group has expanded to include more than 50 collaborators worldwide covering MEMS, Compound Semiconductors, LED, Displays, Image Sensors, Optoelectronics, Microfluidics & Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics and Batteries & Energy Management.The “More than Moore” company Yole and its partners System Plus Consulting, Blumorpho, KnowMade and PISEO support industrial companies, investors and R&D organizations worldwide to help them understand markets and follow technology trends to develop their business.

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• An analysis of your product market

• A review of your competitors evolution

• An understanding of your manufacturing and production costs

• An understanding of your industry technology roadmap and related IPs

• A clear view on the evolution of the supply chain

The combined team of 60+ experts (PhDs, MBAs, industry veterans…) from Yole Développement, System Plus Consulting and KnowMade, collect information, identifythe trends, the challenges, the emerging markets, the competitive environments and turn it into results to give you a complete picture of your industry landscape.

In the past 19 years, we worked on more than 2 000 projects, interacting with technology professional and high level opinion makers from the main players of theindustry.

o Every year, Yole Développement, System Plus Consulting and Knowmade publish +120 reports. Gain full benefit from our Bundle and Annual Subscription offers.

REPORTS COLLECTION

www.i-Micronews.com

31©2017 | www.yole.fr | About Yole Développement

OUR 2017 REPORTS PLANNING (1/2)

MARKET AND TECHNOLOGY REPORTS by Yole Développement

o MEMS & SENSORS

− Acoustic MEMS and Audio Solutions 2017

− 3D Imaging & Sensing 2017

− Microspectrometers Markets and Applications 2017

− Status of the MEMS Industry 2017*

− MEMS & Sensors for Automotive 2017

− High End Inertial Sensors for Defense and Industrial Applications 2017*

− Magnetic Sensors Market and Technologies 2017

− Sensors and Sensing Modules for Smart Homes and Buildings 2017

− Sensing and Display for AR/VR/MR 2017

− MEMS Packaging 2017

− Fingerprint Sensor Applications and Technologies - Consumer Market Focus 2017

o RF DEVICES AND TECHNOLOGIES

− RF Front End Modules and Components for Cellphones 2017

− Advanced RF SiP for Cellphones 2017

− 5G and Beyond (Vol 1): Impact on RF Industry, from Infrastructure to Terminals

2017

− 5G and Beyond (Vol 2): RF Materials Platform, from Infrastructure to Terminals

2017

− RF Technologies for Automotive Applications 2017

− GaN and Si LDMOS Market and Technology Trends for RF Power 2017

o MANUFACTURING

− Glass Substrate Manufacturing 2017

− Equipment & Materials for Fan Out Technology 2017

− Equipment and Materials for 3D TSV Applications 2017

− Emerging Non Volatile Memories 2017*

o MEDTECH

− Status of the Microfluidics Industry 2017

− Solid State Medical Imaging 2017

− Connected Medical Devices: the Internet of Medical Things 2017

− Sensors for Medical Robotics 2017

− Artificial Organs: Market & Technology Analysis 2017

− Organs-on-a Chip 2017

o ADVANCED PACKAGING

− Advanced Substrates Overview 2017

− Status of the Advanced Packaging Industry 2017

− Fan Out Packaging: Market & Technology Trends 2017*

− 3D Business Update: Market & Technology Trends 2017*

− Advanced QFN: Market & Technology Trends 2017**

− Inspection and Metrology for Advanced Packaging Platform 2017**

− MEMS Packaging 2017

− Advanced Packaging for Memories 2017

− Advanced RF SiP for Cellphones 2017

− Power Packaging Market and Technology Trends 2017

− Embedded Die Packaging: Technologies and Markets Trends 2017

o IMAGING & OPTOELECTRONICS

− 3D Imaging & Sensing 2017

− Status of the CMOS Image Sensor Industry 2017*

− Camera Module for Consumer and Automotive Applications 2017*

− Uncooled Infrared Imaging Technology & Market Trends 2017*

− Solid State Medical Imaging 2017

o BATTERY AND ENERGY MANAGEMENT

− Status of Battery Industry for Stationary, Automotive and Consumer Applications

*2016 version still available / **To be confirmed

32©2017 | www.yole.fr | About Yole Développement

OUR 2017 REPORTS PLANNING (2/2)o POWER ELECTRONICS

− Status of Power Electronics Industry 2017*

− Silicon Power Mosfet: Market and Technology Trends 2017

− IGBT Market and Technology Trends 2017

− Power Packaging Market and Technology Trends 2017

− Power SiC 2017: Materials, Devices, and Applications*

− Power GaN 2017: Materials, Devices, and Applications*

− Materials Market Opportunities for Cellphone Thermal Management (Battery

Cooling, Fast Charging, Data Processing, Battery Cooling, etc.) 2017

− Gate Driver Market and Technology Trends 2017

− Power Management ICs Market Quarterly Update 2017

− Power Electronics for Electrical Aircraft, Rail and Buses 2017**

− Thermal Management for LED and Power 2017

o COMPOUND SEMICONDUCTORS

− Power SiC 2017: Materials, Devices, and Applications*

− Power GaN 2017: Materials, Devices, and Applications*

− GaN and Si LDMOS Market and Technology Trends for RF Power 2017

− 5G and Beyond (Vol 2): RF Materials Platform, from Infrastructure to Terminals

2017

− Bulk GaN Substrate Market 2017

o DISPLAYS

− MicroLED Displays 2017

− Display for Augmented Reality, Virtual Reality and Mixed Reality 2017

− Quantum Dots for Display Applications 2017

− Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays

− Organic Thin Film Transistor 2016: Flexible Displays and Other Applications

− Automotive Lighting 2017 - Technology, Industry and Market Trends

o SOLID STATE LIGHTING

− UV LEDs 2017 - Technology, Manufacturing and Application Trends*

− Horticultural Lighting 2017 - Technology, Industry and Market Trends

− Automotive Lighting 2017 - Technology, Industry and Market Trends*

− Active Imaging and Lidar 2017 (Vol 2) - IR Lighting**

− LED Lighting Module 2017 - Technology, Industry and Market Trends

− IR LEDs and Lasers - Technology Applications and Industry Trends 2017

− Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays

− MicroLED Displays 2017

− CSP LED Lighting Module 2017

− LED Packaging 2017

− Thermal Management for LED and Power 2017

PATENT ANALYSIS by Knowmade

− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping 2017

− Patent Licensing Companies in the Semiconductor Market - Patent Litigation

− Risk and Potential Targets 2017

− MEMS Microphone: Patent Landscape Analysis 2017

− MEMS Microphone: Knowles’ Patent Portfolio Analysis 2017

− Microbolometer: Patents Used in Products 2017

− Microfluidic Technologies for Diagnostic Applications Patent Landscape 2017

− Micropumps: Patent Landscape Analysis 2017

− GaN Technology: Top-100 IP Profiles 2017

− MicroLEDs: Patent Landscape Analysis 2017

− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping 2017

− Uncooled Infrared Imaging: Patent Landscape Analysis 2017

− 3D Monolithic Memory: Patent Landscape Analysis 2017

TEARDOWN & REVERSE COSTING by System Plus Consulting More than 60 teardowns and reverse costing analysis and cost simulation tools to be

published in 2017.*2016 version still available / **To be confirmed

33©2017 | www.yole.fr | About Yole Développement

OUR 2016 PUBLISHED REPORTS LIST (1/2)

MARKET AND TECHNOLOGY REPORTS by Yole Développement

o MEMS & SENSORS

− Gas Sensors Technology and Market 2016

− Status of the MEMs Industry 2016

− Sensors for Cellphones and Tablets 2016

− Market and Technology Trends of Inkjet Printheads 2016

− Sensors for Biometry and Recognition 2016

− Silicon Photonics 2016

o IMAGING & OPTOELECTRONICS

− Status of the CMOS Image Sensor Industry 2016

− Uncooled Infrared Imaging Technology & Market Trends 2016

− Imaging Technologies for Automotive 2016

− Sensors for Drones & Robots: Market Opportunities and Technology Evolution 2016

o MEDTECH

− BioMEMS 2016

− Point of Care Testing 2016: Application of Microfluidic Technologies

o ADVANCED PACKAGING

− Embedded Die Packaging: Technology and Market Trends 2017

− 2.5D & 3D IC TSV Interconnect for Advanced Packaging: Business Update 2016

− Fan-Out: Technologies and Market Trends 2016

− Fan-In Packaging: Business update 2016

− Status and Prospects for the Advanced Packaging Industry in China 2016

o MANUFACTURING

− Thin Wafer Processing and Dicing Equipment Market 2016

− Emerging Non Volatile Memories 2016

o COMPOUND SEMICONDUCTORS

− Power GaN 2016: Epitaxy and Devices, Applications and Technology Trends

− GaN RF Devices Market: Applications, Players, Technology and substrates 2016

− Sapphire Applications & Market 2016: from LED to Consumer Electronics

− Power SiC 2016: Materials, Devices, Modules, and Applications

o LED

− UV LED Technology, Manufacturing and Applications Trends 2016

− OLED for Lighting 2016 – Technology, Industry and Market Trends

− Automotive Lighting: Technology, Industry and Market Trends 2016

− Thermal Management Technology and Market Perspectives in Power Electronics and

LEDs 2017

− Organic Thin Film Transistor 2016: Flexible Displays and Other Applications

− Sapphire Applications & Market 2016: from LED to Consumer Electronics

− LED Packaging 2017: Market, Technology and Industry Landscape

o POWER ELECTRONICS

− Power Electronics for EV/HEV 2016: Market, Innovations and Trends

− Status of Power Electronics Industry 2016

− Passive Components Technologies and Market Trends for Power Electronics 2016

− Power SiC 2016: Materials, Devices, Modules, and Applications

− Power GaN 2016: Epitaxy and Devices, Applications, and Technology Trends

− Inverter Technologies Trends & Market Expectations 2016

− Opportunities for Power Electronics in Renewable Electricity Generation 2016

− Thermal Management Technology and Market Perspectives in Power Electronics and

LEDs 2017

− GaN RF Devices Market: Applications, Players, Technology and substrates 2016

o BATTERY AND ENERGY MANAGEMENT

− Beyond Li-ion Batteries: Present and Future Li-ion Technology Challengers 2016

− Stationary Storage and Automotive Li-ion Battery Packs 2016

− Opportunities for Power Electronics in Renewable Electricity Generation 2016

34©2017 | www.yole.fr | About Yole Développement

OUR 2016 PUBLISHED REPORTS LIST (2/2)

PATENT ANALYSIS by Knowmade

− Microbattery Patent Landscape Analysis

− Miniaturized Gas Sensors Patent Landscape Analysis

− 3D Cell Culture Technologies Patent Landscape

− Phosphors and QDs for LED Applications Patent Landscape

− TSV Stacked Memory Patent Landscape

− Fan-Out Wafer Level Packaging Patent Landscape Analysis

TEARDOWN & REVERSE COSTING by System Plus Consulting More than 45 teardowns and reverse costing analysis and cost simulation tools published

in 2016.

MORE INFORMATION

o All the published reports from the Yole Group of Companies are available on our website

www.i-Micronews.com.

o Ask for our Bundle and Annual Subscription offers: With our bundle offer, you choose the

number of reports you are interested in and select the related offer. You then have up to 12

months to select the required reports from the Yole Développement, System Plus Consulting

and KnowMade offering. Pay once and receive the reports automatically (multi-user format).

Contact your sales team according to your location (see the last slide).

35©2017 | www.yole.fr | About Yole Développement

MICRONEWS MEDIA

o About Micronews Media

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36©2017 | www.yole.fr | About Yole Développement

CONTACT INFORMATION

o CONSULTING AND SPECIFIC ANALYSIS

• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: laferriere@yole.fr – +1 31 06 008 267

• Japan & Rest of Asia: Takashi Onozawa, General Manager, Asia Business DevelopmentEmail: onozawa@yole.fr - +81 3 4405 9204

• Greater China: Mavis Wang, Director of Greater China Business DevelopmentEmail: wang@yole.fr - +886 979 336 809

• RoW: Jean-Christophe Eloy, CEO & President, Yole DéveloppementEmail eloy@yole.fr - +33 4 72 83 01 80

o REPORT BUSINESS

• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: laferriere@yole.fr – +1 31 06 008 267

• Europe: Lizzie Levenez, EMEA Business Development ManagerEmail: levenez@yole.fr - +49 15 123 544 182

• Rest of Asia: Takashi Onozawa, General Manager, Asia Business DevelopmentEmail: onozawa@yole.fr - +81 3 4405 9204

• Japan & Asia: Miho Othake, Account ManagerEmail: ohtake@yole.fr - +81 3 4405 9204

• Greater China: Mavis Wang, Director of Greater China Business DevelopmentEmail: wang@yole.fr - +886 979 336 809

o FINANCIAL SERVICES

• Jean-Christophe Eloy, CEO & PresidentEmail: eloy@yole.fr - +33 4 72 83 01 80

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