sensors for cellphones and tablets - 2016 report by yole developpement
TRANSCRIPT
March © 2016
From Technologies to Markets
2016 Report
Sensors for Cellphones and
Tablets
2016 report sample
2
SENSORS FOR CELLPHONES AND TABLETS
Table of Contents
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
• Table of Contents/Report Scope 2
• Introduction, Definitions & Methodology 7
• Executive Summary 13
• Global Cellphones and Tablets Market Trends 30
• Value proposition of sensors for cellphones and tablets 52
• Sensor Landscape 56
• The 3 Sensors Hubs 64
• Sensors Forecasts (Munits, $M, CAGR) 78
• Inertial hub (Accelerometer, gyroscope, OIS, magnetometer,
ecompass, IMU, 9DOF)
• Technical analysis79
• Environmental Hub (Pressure, microphone, gas, H&T)
• Technical analysis117
• Optical Hub (ALS, proximity, RGB, HRM, laser ranger, 3D camera,
CIS, fingerprint, iris recognition)
• Technical analysis140
• Wafer start forecasts 196
• Buyers strategies 206
• Suppliers strategies 226
• Status of the M&A Landscape 233
• What Does The Future Of Sensors Hold? 237
• Conclusion 241
• Yole’s Presentation 245
3
SCOPE OF THE REPORT
Only sensors dedicated to cellphones and tablets
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
MEMS inertial sensors, pressure sensors, microphones, environmental sensors, fingerprint, ALS, CMOS…
Others emerging sensors in mobile market (Laser ranger, Iris scan, biosensors, 3D cameras…)
BAW, SAW, Multiplexers, Speakers, switches, micro-mirrors,micro-displays
Energy harvesting, fuel cells
Topics NOT included in the report
4
WHO SHOULD BE INTERESTED IN THIS REPORT?
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
• MEMS device manufacturers
Evaluate market potential of future technologies and products
Understand the differentiated value of your products and technologies in this market
Build a roadmap for modules: which type of modules? When?
Identify new business opportunities
Identify potential strategic partners or technology providers
Monitor and benchmark your competitor’s advancements
• MEMS foundries, material and equipment suppliers, packaging houses
Understand what are the applications that will drive the volumes in 2020
Identify new business opportunities and prospects
• Specialists of sensors (manufacturers, fabless), application processor, software vendors…
Spot new opportunities and define diversification strategies linked to sensor / data fusion
• Mobile phone and media tablet OEMs
Evaluate market potential of future technologies and products to differentiate your products
Evaluate the benefits of using these new technologies in your end system, design architectures for the next generation of systems
Screen potential new suppliers able to provide new functionalities, or cost and size savings
• R&D centers
Evaluate market potential of future technologies and products for new applicative markets
Identify the best candidates for technology transfer
• Financial & strategic investors
Understand the structure and value chain of the cellular handset and media tablet industry
Estimate the potential of new devices such as RF MEMS tuners, oscillators, autofocus, speakers…
Get the list of the main key players and emerging start-ups of this industry worldwide
5
METHODOLOGIES & DEFINITIONS
Yole’s market forecast model is based on the following elementary structured blocks:
Yole’s analysisframework
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
6
AAC Technologies, Analog Devices, Aichi MI, AKM, Alps Electric, Amazon, AMS, Apple, Aptina Imaging, Asus, Atmel, Audiopixels, AuthenTec, BlackBerry, BodyMedia, Boeing, Bosch Sensortec, Broadcom, Canon, Capella, Cavendish Kinetics, CSR, DelfMEMS, DeltaID, Discera, EPCOS, Excelitas, Fairchild,
Fingerprint Cards, Freescale, Fujitsu, Gettop, Goertek, Google, Hillcrest Labs, HTC, Huawei, IDEX, IDT, Infineon, Intel, Intersil, InvenSense, Jabra, Jawbone, Kionix, Knowles Acoustics, Lemoptix, Lenovo, LG,
Marvell, Maxim, mCube, Mediatek, MEMS Vision, MEMSensing Microsystems, Memsic, Micello, Microvision, MiraMEMS, Mobiplex, Mosoro, Motorola, Movea, Murata, Navisens, Netatmo, NEWCO,
Nextinput, Nokia, Nvidia, NXP, Omnivision, Omron, On Semiconductor, Oppo, Panasonic, PMD, poLight, Pyreos, Qualcomm, Qorvo, RFMD, Rohm, Samsung, Sand 9, Senodia, Sensirion, SensorPlatforms, Sharp, Silicon Labs, SiTime, Sony, Spreadtrum, STMicroelectronics, Synkera, Tactus Technology, TCL, Tessera, Texas Instrument, Toshiba, Trusted Positioning, Usound, Wavelens, WiSpry, Withings, Wolfson, Xiaomi,
Yamaha, Yulong, ZTE and many more !
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
COMPANIES CITED IN THIS REPORT
7
GLOBAL TECHNOLOGY ROADMAP
Moore and beyond : from information to interaction and transformation
MEMS & sensors enable key
functionalities…
…which are the industry’s current
battleground
1980 2010 2030
Moore More than Moore Beyond Moore
Laptop
Personal computers
Smartphones
Autonomous
vehicles
Robots
Wearables
Drones
Acceleration
SensingInteraction age
ProcessingInformation age
ActuatingTransformation age
Tablets
Smart home
2040
Space travel
Yole Développement © August2015
Technology x
Market
Development
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
Telekinesis
Sensors reach
consumer market
8
SMARTPHONES MARKET EVOLUTION
Realisticscenario
1.4% CAGR 2015-2021
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
CAGR
2015-2021
TOTAL Phones Realistic 1249 1511 1781 2025 2242 2315 2316 2331 2359 2400 2456 2520 1,4%
Entry-level phones(Munits) Realistic scenario) 287 302 321 324 314 278 266 268 260 240 246 227 -3,3%
Feature phones (Munits) (Realistic scenario) 687 756 784 770 740 671 614 536 460 420 356 315 -11,9%
Smartphone (Munits) (Realistic) 275 453 677 932 1188 1366 1436 1527 1640 1740 1854 1978 6,4%
YoY Smartphone growth (Realistic scenario) 65% 49% 38% 28% 15% 5% 6% 7% 6% 7% 7%
YoY Total cellphones Realistic growth 21,0% 17,9% 13,7% 10,7% 3,3% 0,1% 0,7% 1,2% 1,8% 2,3% 2,6%
-10%
0%
10%
20%
30%
40%
50%
60%
70%
0
500
1000
1500
2000
2500
3000
YoY S
martp
hone gro
wth
(%) / Y
oY C
ellp
hones gro
wth
(%)
Worldw
ide c
ellp
hones
volu
me (M
units)
Worldwide cellphones volume sales - Munits - 2010/2021 - Realistic scenario
YoleDeveloppement@April 2016
9
2015 SMARTPHONE SALES IN VOLUME
Chinese players are threatening top players
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
10
Sound
Interface
Security
Communi-cation
Motion
Environmental
Optical
MEMS AND SENSORS IN MOBILE DEVICES
Security, sound and 3D Imaging, the next value
propositions of
smartphones…
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
Capacitive MEMS
Microphone
Piezoelectric MEMS
Microphone
CIS (Front, Rear, Multi, 3D)
Spectral sensing (IR, multispectral)
Autofocus (VCM, liquid
lens, MEMS, piezo)
Particle, gas sensor
Temp. / Humidity sensor
Accelerometer
Gyroscope
Magnetometer
Combos (IMU, eCompass, 9DOF)
Pressure sensor
Antenna tuner, filters, …
MEMS oscillator
Face/Eye/Iris
recognition
Fingerprint
sensor
Laser ranger
3D Touch
ALS, proximity, RGB
Laser ranger
11
LANDSCAPE OF SENSORS USED IN SMARTPHONE MARKET
2014 - 2021
With a profusion of
sensors
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
2014 2021
Accelerometer
Gyroscope
Magnetometer
12 sensors 20 sensors
ALS
Proximity
RGB
CIS x4
Laser ranger
IR sensor
Fingerprint
HRM
Pressure
Microphone x3
Gas sensor
Accelerometer
Gyroscope
Magnetometer
Microphone x2
Pressure
ALS
Proximity
Fingerprint
HRM
CIS x2
3-in-1
2-in-1 (6A-IMU)2-in-1 (6A-IMU)
2-in-1
12
TOTAL SENSOR MARKET FOR CELLPHONES AND TABLETS (MUNITS)
The growth of sensors in the
cellphones and tablets market will reach a 8%
CAGR2016/2021
in units
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
Sensors
8%CAGR2016-2021
(Units)
3D camera
72%CAGR2016-2021
(Units)
Fingerprint
21%CAGR2016-2021
(Units)
0,0
2000,0
4000,0
6000,0
8000,0
10000,0
12000,0
14000,0
16000,0
18000,0
20000,0
22000,0
24000,0
26000,0
2013 2014 2015 2016 2017 2018 2019 2020 2021 CAGR2016-2021
Total 11320,3 13862,7 15561,1 16586,7 17778,0 19267,6 20767,0 22509,0 24318,4 8,0%
OtheremergingMEMS 40,0 50,0 60,0 65,0 60,0 62,0 65,0 68,0 71,0 1,8%
CISsensors 3030,7 3645,9 3943,4 4128,6 4261,7 4545,3 4827,3 5144,4 5504,1 5,9%
OpticalHRM 9,3 35,6 68,3 86,2 91,6 114,8 121,8 148,3 158,2 12,9%
Eye/Irisscanner 0,0 0,0 4,1 8,6 32,2 40,8 25,3 23,3 3,2 -18,1%
Fingerprint 130,4 300,6 440,0 574,6 727,7 897,4 1063,0 1252,5 1463,5 20,6%
3DCamera 0,0 0,0 0,0 28,7 81,4 142,4 227,8 325,3 433,6 72,1%
LaserRanger 11,2 19,0 54,6 129,2 278,2 332,7 390,8 474,6 568,0 34,5%
RGB 28,0 59,4 72,5 91,8 98,4 122,8 131,3 159,5 170,9 13,2%
Proximity 526,6 654,5 748,7 801,7 846,3 902,0 966,2 1030,3 1066,8 5,9%
ALS 1518,4 1763,7 1889,2 1924,2 1963,6 2030,2 2117,6 2201,0 2312,1 3,7%
Gas/Particlesensors 0,0 0,0 0,0 0,0 0,0 4,9 20,9 46,4 79,1 0,0%
Humidity+Temperature 89,9 66,8 72,3 70,8 72,5 73,5 73,8 77,7 80,3 0,0%
Pressuresensors 92,5 215,2 382,6 535,1 684,2 849,1 1002,8 1202,9 1397,9 21,2%
SiliconMicrophones 2526,2 3175,4 3587,5 3796,8 4046,0 4343,5 4671,7 4982,8 5339,1 7,1%
9-axisCombos 0,0 2,4 6,8 10,8 15,3 20,5 26,1 37,1 59,3 0,0%
6-axisE-compass 103,6 115,3 122,4 138,5 137,6 138,6 163,3 166,2 171,6 4,4%
6-axisIMUs 480,2 611,2 715,8 777,0 865,0 980,0 1081,1 1194,8 1323,4 11,2%
Magnetometers 1222,8 1480,8 1620,9 1677,1 1746,5 1840,4 1924,2 2030,6 2134,6 4,9%
OISgyroscopes 65,2 95,1 122,9 143,6 168,0 201,6 216,7 255,3 279,3 14,2%
Gyroscopes 409,9 426,8 438,8 441,7 456,3 489,6 513,5 553,6 580,6 5,6%
Accelerometers 1035,4 1145,1 1210,4 1156,7 1145,5 1135,4 1136,8 1134,4 1121,9 -0,6%
2013 - 2021 Cellphones and tablets sensors volume forecast (in Munits) by sensor type
YoleDeveloppement@April 2016
13
TOTAL SENSOR MARKET FOR CELLPHONES AND TABLETS (US$M)
Sensors for the cellphones
and tablets market value will grow at
9.5% CAGR2016/2021
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
0,0
2000,0
4000,0
6000,0
8000,0
10000,0
12000,0
14000,0
16000,0
18000,0
20000,0
22000,0
24000,0
26000,0
2013 2014 2015 2016 2017 2018 2019 2020 2021 CAGR2016-2021
Total 8151,58 10580,03 12173,24 13410,48 14767,60 16337,96 17761,36 19422,28 21084,29 9,5%
OtheremergingMEMS 120,0 145,5 169,4 178,0 159,4 159,7 162,4 164,8 166,9 -1,3%
CISsensors 4879,4 6016,6 6670,3 7158,2 7573,7 8279,6 9013,1 9845,3 10797,1 8,6%
OpticalHRM 14,9 54,2 98,6 118,2 119,4 142,1 143,3 165,7 168,0 7,3%
Eye/Irisscanner 0,0 0,0 19,3 39,3 139,7 171,7 103,1 92,3 12,2 -20,9%
Fingerprint 652,2 1397,6 1902,7 2310,9 2722,0 3121,6 3438,6 3768,2 4094,7 12,1%
3DCamera 0,0 0,0 0,0 127,1 335,0 545,0 810,4 1076,5 1334,4 60,1%
LaserRanger 15,1 23,6 62,4 135,9 269,1 296,1 319,9 357,5 393,6 23,7%
RGB 24,7 51,2 60,9 75,3 78,6 95,7 99,8 118,1 123,5 10,4%
Proximity 181,6 220,2 245,7 256,5 264,0 274,4 286,6 297,9 300,8 3,2%
ALS 352,8 399,8 417,8 414,9 412,8 416,1 423,2 428,8 439,2 1,1%
Gas/Particlesensors 0,0 0,0 0,0 0,0 0,0 2,2 8,5 16,9 26,0 0,0%
Humidity+Temperature 17,1 12,2 12,7 11,9 11,7 11,4 11,0 11,1 11,0 0,0%
Pressuresensors 38,4 85,8 146,7 196,9 241,7 288,0 326,5 376,0 419,5 16,3%
SiliconMicrophones 606,7 778,2 897,2 930,5 971,8 1022,4 1077,6 1126,4 1182,8 4,9%
9-axisCombos 0,0 3,4 9,2 13,7 18,2 23,0 27,5 36,7 55,3 0,0%
6-axisE-compass 70,8 75,1 75,9 81,6 77,0 73,7 82,5 79,7 78,2 -0,8%
6-axisIMUs 447,8 537,7 594,1 606,2 634,4 675,6 700,6 727,8 757,8 4,6%
Magnetometers 215,1 249,3 261,1 258,0 256,6 258,3 257,9 259,9 260,9 0,2%
OISgyroscopes 35,7 50,0 62,2 69,8 78,3 90,3 93,2 105,4 110,6 9,7%
Gyroscopes 267,9 263,2 255,3 241,5 234,5 236,6 233,2 236,4 233,0 -0,7%
Accelerometers 211,3 216,4 211,8 186,2 169,7 154,7 142,5 130,8 119,0 -8,6%
2013 - 2021 Cellphones and tablets sensors revenue forecast (in $M) by sensor type
YoleDeveloppement@April 2016
14
2015 SENSOR LANDSCAPE
Global market value
US$12.2B
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
15
MEMS & SENSORS TRANSITIONING TOWARDS 3 MAIN HUBS…
Closed Package Hub
Accelerometer
Gyroscope
Magnetometer
INERTIAL
DOF6
9IMU
ENVIRONMENTAL
Open Cavity Hub
Gas / Particle
Pressure
Temp/Humidity
Microphone
OPTICAL
Optical Hub
Visible
3D vision
Multi spectral
3D
Proximity/ambient
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
16
DIFFERENT ARCHITECTURES OF ACCELEROMETER USING TSV
2013 20142012
Cu TSV in ASIC
Via Middle 10:100 AR 10
WLCSP Package type
W TSV-like 3:30 AR 10 connecting
MEMS to IC metal layers (fusion
bonding)
Inte
gra
tio
n s
ch
em
e -
Cro
ss s
ecti
on
TSV Trench to connect with
wirebonding from MEMS to
ASIC
W TSV-like 3:30 AR 10
connecting MEMS to IC metal
layers (fusion bonding)
LGA
packageWLCS
package
WLCS
package
W TSV-like will still be
used with a Wafer Level
Approach that will
enable the smallest
MEMS die
Source: mCube
LGA
package
LGA
package
2015 - 2016
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | SamplePictures from
17
WHY SENSOR FUSION
From sensing to predicting, towards more advanced user cases,
MEMS and sensors are
enabling new applications with more added value
• Sensor fusion requires many sensor technologies combined with intelligence for improved solutions or systemperformance. With sensor fusion, the whole is greater than the sum of the individual parts. Sensor fusion alsocombines data from other sources such as map data, bio data.
Accelero
Gyro
Magneto
Gas
Pressure
Humidity
etc …
Software
µC
Connectivity
=+ DATA
Motion
detection
Monitoring
Context
awareness
Intent
prediction
• User interface
• Gaming
• Image stabilization
• Activity classification
• Environmental monitoring
• Indoor position tracking
• Augmented reality
• LBS
• Well being recommendations
Inspired by Bosch
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
18
FINGERPRINT SENSORS
Apple/Authentec, FingerPrintCards and
CrucialTec lead the fingerprint
market
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
2013 2014 2015 2016 2017 2018 2019 2020 2021
Smartphone 130 261 396 531 687 853 1009 1187 1384
FeaturePhone 0 0 0 0 0 5 13 21 31
Entrylevelphone 0 0 0 0 0 0 0 0 0
Tablets 0 39 44 43 41 40 41 45 48
TOTAL 130 301 440 575 728 897 1063 1253 1463
Marketvalue($M) 652 1443 2027 2542 3091 3659 4160 4706 5279
0
1000
2000
3000
4000
5000
6000
0
200
400
600
800
1000
1200
1400
1600
Marke
tvalue
($M)
Marketvolume(Munits)
Fingerprint sensors for mobile and tablets - 2013-2021 market (Munits)
YoleDeveloppement@April 2016
19
FRONT CAMERA -VIDEOCALL + SELFIE TREND
Could this be Apple’s next move ?
Regarding the slow down of
Apple's momentum,
they may take the opposite
line of competitors by focusing on the
front side!
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
3D Camera – Stereo or ToF
(Res. VGA, IR LED illumination)
Multisource:
• PMD/Infineon
• SoftKinetic/Sony
• Primesense/Apple
• Heptagon
2-1/3-1
ALS/Proximity/Color
Front camera
(Res. 5-8Mp)
Apple’s DNA is strongly related to Human Machine
Interface. Front side 3D camera could be the first step
toward a new generation of enhanced HMI (Enhanced
videocall, background removal, eye contact, avatars,
gesture recognition, etc.)
Technology maturity
Multisource availability
Easy to integrate (No OIS)
Lower cost than rear dual
cameras
Reliable
“Wow effect”
Recent acquisitions
Front camera module
Why now ?
Courtesy of Faceshift
20
BIOMETRICS HAVE WIND IN THE SAILS
Fingerprint sensors were first implemented, is face/iris recognition the next step?
Strong investments into biometrics, targeting mobile payment
From convenience to mobile payment
FINGERPRINT IRIS FACE
Smartcard fraud is inflating in US ($380M) High investment in mobile payment
@2016 | www.yole.fr | Sensors for Cellphones and Tablets | Sample
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2.2 Some weeks prior to the release date the Seller can propose a pre-release discount to the Buyer The Seller shall by no means be responsible for any delay in respect of article 2.2 above, and including incases where a new event or access to new contradictory information would require for the analyst extra time to compute or compare the data in order to enable the Seller to deliver a high quality Products.
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2.4. The mailing is operated through electronic means either by email via the sales department or automatically online via an email/password. If the Product’s electronic delivery format is defective, the Seller undertakes to replace it at no charge to the Buyer provided that it is informed of the defective formatting within 90 days from the date of the original download or receipt of the Product.
2.5 The person receiving the Products on behalf of the Buyer shall immediately verify the quality of the Products and their conformity to the order. Any claim for apparent defects or for non-conformity shall be sent in writing to the Seller within 8 days of receipt of the Products. For this purpose, the Buyer agrees to produce sufficient evidence of such defects. .
2.6 No return of Products shall be accepted without prior information to the Seller, even in case of delayed delivery. Any Product returned to the Seller without providing prior information to the Seller as required under article 2.5 shall remain at the Buyer’s risk.
3. PRICE, INVOICING AND PAYMENT 3.1 Prices are given in the orders corresponding to each Product
sold on a unit basis or corresponding to annual subscriptions. They are expressed to be inclusive of all taxes. The prices may be reevaluated from time to time. The effective price is deemed to be the one applicable at the time of the order.
3.2 Yole may offer a pre release discount for the companies willing to acquire in the future the specific report and agreeing on the fact that the report may be release later than the anticipated release date. In exchange to this uncertainty, the company will get a discount that can vary from 15% to 10%.
3.3 Payments due by the Buyer shall be sent by cheque payable to Yole Développement, credit card or by electronic transfer to the following account: HSBC, 1 place de la Bourse 69002 Lyon France Bank code: 30056 Branch code: 00170 Account n°: 0170 200 1565 87BIC or SWIFT code: CCFRFRPP IBAN: FR76 3005 6001 7001 7020 0156 587
To ensure the payments, the Seller reserves the right to request down payments from the Buyer. In this case, the need of down payments will be mentioned on the order. 3.4 Payment is due by the Buyer to the Seller within 30 days
from invoice date, except in the case of a particular written agreement. If the Buyer fails to pay within this time and fails to contact the Seller, the latter shall be entitled to invoice interest in arrears based on the annual rate Refi of the «BCE» + 7 points, in accordance with article L. 441-6 of the French Commercial Code. Our publications (report, database, tool...) are delivered only after reception of the payment.
3.5 In the event of termination of the contract, or of misconduct, during the contract, the Seller will have the right to invoice at the stage in progress, and to take legal action for damages.
4. LIABILITIES 4.1 The Buyer or any other individual or legal person acting on
its behalf, being a business user buying the Products for its business activities, shall be solely responsible for choosing the Products and for the use and interpretations he makes of the documents it purchases, of the results he obtains, and of the advice and acts it deduces thereof.
4.2 The Seller shall only be liable for (i) direct and (ii) foreseeable pecuniary loss, caused by the Products or arising from a material breach of this agreement
4.3 In no event shall the Seller be liable for: a) damages of any kind, including without limitation, incidental or consequential damages (including, but not limited to, damages for loss of profits, business interruption and loss of programs or information) arising out of the use of or inability to use the Seller’s website or the Products, or any information provided on the website, or in the Products; b) any claim attributable to errors, omissions or other inaccuracies in the Product or interpretations thereof.
4.4 All the information contained in the Products has been obtained from sources believed to be reliable. The Seller does not warrant the accuracy, completeness adequacy or reliability of such information, which cannot be guaranteed to be free from errors.
4.5 All the Products that the Seller sells may, upon prior notice to the Buyer from time to time be modified by or substituted with similar Products meeting the needs of the Buyer. This modification shall not lead to the liability of the Seller, provided that the Seller ensures the substituted Product is similar to the Product initially ordered.
4.6 In the case where, after inspection, it is acknowledged that the Products contain defects, the Seller undertakes to replace the defective products as far as the supplies allow and without indemnities or compensation of any kind for labor costs, delays, loss caused or any other reason. The replacement is guaranteed for a maximum of two months starting from the delivery date. Any replacement is excluded for any event as set out in article 5 below.
4.7 The deadlines that the Seller is asked to state for the mailing of the Products are given for information only and are not guaranteed. If such deadlines are not met, it shall not lead to any damages or cancellation of the orders, except for non acceptable delays exceeding [4] months from the stated deadline, without information from the Seller. In such case only, the Buyer shall be entitled to ask for a reimbursement of its first down payment to the exclusion of any further damages.
4.8 The Seller does not make any warranties, express or implied, including, without limitation, those of sale ability and fitness for a particular purpose, with respect to the Products. Although the Seller shall take reasonable steps to screen Products for infection of viruses, worms, Trojan horses or other codes containing contaminating or destructive properties before making the Products available, the Seller cannot guarantee that any Product will be free from infection.
5. FORCE MAJEURE The Seller shall not be liable for any delay in performance directly or indirectly caused by or resulting from acts of nature, fire, flood, accident, riot, war, government intervention, embargoes, strikes, labor difficulties, equipment failure, late deliveries by suppliers or other difficulties which are beyond the control, and not the fault of the Seller.
6. PROTECTION OF THE SELLER’S IPR 6.1 All the IPR attached to the Products are and remain the
property of the Seller and are protected under French and international copyright law and conventions.
6.2 The Buyer agreed not to disclose, copy, reproduce, redistribute, resell or publish the Product, or any part of it to any other party other than employees of its company. The Buyer shall have the right to use the Products solely for its own internal information purposes. In particular, the Buyer shall therefore not use the Product for purposes such as: • Information storage and retrieval systems; • Recordings and re-transmittals over any network (including
any local area network); • Use in any timesharing, service bureau, bulletin board or
similar arrangement or public display; • Posting any Product to any other online service (including
bulletin boards or the Internet);• Licensing, leasing, selling, offering for sale or assigning the
Product. 6.3 The Buyer shall be solely responsible towards the Seller of
all infringements of this obligation, whether this infringement comes from its employees or any person to whom the Buyer has sent the Products and shall personally take care of any related proceedings, and the Buyer shall bear related financial consequences in their entirety.
6.4 The Buyer shall define within its company point of contact for the needs of the contract. This person will be the recipient of each new report in PDF format. This person shall also be responsible for respect of the copyrights and will guaranty that the Products are not disseminated out of the company.
6.5 In the context of annual subscriptions, the person of contact shall decide who within the Buyer, shall be entitled to access on line the reports on I-micronews.com. In this respect, the Seller will give the Buyer a maximum of 10 password, unless the multiple sites organization of the Buyer requires more passwords. The Seller reserves the right to check from time to time the correct use of this password.
6.6 In the case of a multisite, multi license, only the employee of the buyer can access the report or the employee of the companies in which the buyer have 100% shares. As a matter of fact the investor of a company, the joint venture done with a third party etc..cannot access the report and should pay a full license price.
7. TERMINATION 7.1 If the Buyer cancels the order in whole or in part or postpones
the date of mailing, the Buyer shall indemnify the Seller for the entire costs that have been incurred as at the date of notification by the Buyer of such delay or cancellation. This may also apply for any other direct or indirect consequential loss that may be borne by the Seller, following this decision.
7.2 In the event of breach by one Party under these conditions or the order, the non-breaching Party may send a notification to the other by recorded delivery letter upon which, after a period of thirty (30) days without solving the problem, the non-breaching Party shall be entitled to terminate all the pending orders, without being liable for any compensation.
8. MISCELLANEOUS All the provisions of these Terms and Conditions are for the benefit of the Seller itself, but also for its licensors, employees and agents. Each of them is entitled to assert and enforce those provisions against the Buyer. Any notices under these Terms and Conditions shall be given in writing. They shall be effective upon receipt by the other Party. The Seller may, from time to time, update these Terms and Conditions and the Buyer, is deemed to have accepted the latest version of these terms and conditions, provided they have been communicated to him in due time.
9. GOVERNING LAW AND JURISDICTION 9.1 Any dispute arising out or linked to these Terms and
Conditions or to any contract (orders) entered into in application of these Terms and Conditions shall be settled by the French Commercial Courts of Lyon, which shall have exclusive jurisdiction upon such issues.
9.2 French law shall govern the relation between the Buyer and the Seller, in accordance with these Terms and Conditions.
TERMS AND CONDITIONS OF SALES
22
MEMS &
Sensors
LED
Compound
Semi.
Imaging Photonics
MedTech
Manufacturing
Advanced Packaging
Batteries / Energy
Management
Power
Electronics
FIELDS OF EXPERTISE
Yole Développement’s 30 analysts operate in the following areas
©2016 | www.yole.fr | About Yole Développement
23
4 BUSINESS MODELS
o Consulting and Analysis
• Market data & research, marketing analysis
• Technology analysis
• Strategy consulting
• Reverse engineering & costing
• Patent analysis
www.yole.fr
o Reports
• Market & Technology reports
• Patent Investigation and patent infringement risk analysis
• Teardowns & Reverse Costing Analysis
• Cost Simulation Tool
www.i-Micronews.com/reports
o Financial services
• M&A (buying and selling)
• Due diligence
• Fundraising
• Maturation of companies
• IP portfolio management & optimization
www.yolefinance.com
www.bmorpho.com
o Media
• i-Micronews.com website
• @Micronews e-newsletter
• Communication & webcast services
• Events
www.i-Micronews.com
©2016 | www.yole.fr | About Yole Développement
24
A GROUP OF COMPANIES
Market,
technology and
strategy
consulting
www.yole.fr
M&A operations
Due diligences
www.yolefinance.com
Innovation and business maker
www.bmorpho.com
Manufacturing costs analysis
Teardown and reverse engineering
Cost simulation tools
www.systemplus.fr
IP analysis
Patent assessment
www.knowmade.fr
©2016 | www.yole.fr | About Yole Développement
25
OUR GLOBAL ACTIVITY
©2016 | www.yole.fr | About Yole Développement
26
RESEARCH PRODUCTS - CONTENT COMPARISON
Custom analysis scope is defined with
you to meet your information and
budget needs
Breadth of the analysis
Dep
th o
f th
e a
naly
sis
Custom
Analysis
Workshops
Standard Reports
©2016 | www.yole.fr | About Yole Développement
27
SERVING THE ENTIRE SUPPLY CHAIN
Our analysts provide market analysis,
technology evaluation,
and business plan along the entire
supply chain
Integrators and
end-users
Device
makers
Suppliers: material,
equipment, OSAT,
foundries…
Financial investors,
R&D centers
©2016 | www.yole.fr | About Yole Développement
28
SERVING MULTIPLE INDUSTRIAL FIELDS
We are workingaccrossmultiples industries to understand the impact of More-than-Moore technologies from device to system
From A to Z…
Transportation
makers
Mobile phone
and consumer
electronics
Automotive
Medical
systemsIndustrial and
defense
Energy
©2016 | www.yole.fr | About Yole Développement
29
REPORTS COLLECTION
o Yole Développement publishes a comprehensive collection of market & technology reports and patent analysis in:
• MEMS & Sensors
• Imaging
• Medical technologies (MedTech)
• Photonics
• Advanced packaging
• Manufacturing
• Power electronics
• Batteries and Energy management
• Compound semiconductors
• LED
o Our reports are unmatched in quality and technology depth and typically include:• Technology trends and evolution: costs, barriers, roadmaps, etc.
• Supply & value chain analysis: business models, relationships, value flows, etc.
• In-depth analysis of applications and market drivers: challenges, inflection points, etc.
• Market data ($, units, wafer starts, etc.)
• Patent investigation
• Component and module reverse engineering and costing analysis
o Every year, Yole Développement, System Plus Consulting and Knowmade publish +70 reports.
o Take the full benefit from our Bundle and Annual Subscription offers.
www.i-Micronews.com
©2016 | www.yole.fr | About Yole Développement
30
OUR 2016 REPORTS PLANNING (1/2)
MARKET AND TECHNOLOGY REPORTS
by Yole Développement
o MEMS & SENSORS
− Gas Sensor Technology and Market 2016
− Status of the MEMS Industry 2016*
− Sensors for Cellphones and Tablets 2016
− Market and Technology Trends of Inkjet Printheads: Towards New Printing
Opportunities 2016…
− Sensors for Biometry and Recognition 2016
− Finger Print Sensors Market and Technologies 2016
− 3D Imaging & Sensing 2016**
− Silicon Photonics 2016
− Emerging Non Volatile Memories 2016*
o IMAGING & OPTOELECTRONICS
− Sensors for Drones and Robots: Market Opportunities and Technology Revolution
2016
− Status of the CMOS Image Sensor Industry 2016*
− Uncooled Infrared Imaging Technology & Market Trends 2016*
− Imaging Technologies for Automotive 2016
− 3D Imaging & Sensing 2016**
− Silicon Photonics 2016
o MEDTECH
− BioMEMS: Microsystems for Healthcare Applications 2016
− Point of Need Testing 2016: Application of Microfluidic Technologies
o ADVANCED PACKAGING
− FanOut WLP: Technology Trends and Business Update 2016*
− Embedded Die Packaging: Technology and Markets Trends 2016*
− 2.5D & 3D IC Business Update 2016
− Status of the Advanced Packaging Industry 2016*
− Advanced Packaging in Emerging Markets: China 2016
o MANUFACTURING
− Inspection and Metrology Technology and Applications Trends in Advanced Packaging
2016**
− Equipment and Materials for Fan Out Technology (Wafer vs Panel)
− Equipment and Materials for Advanced Substrates
− Equipment and Materials for 3D T(X)V Technology
− Thinning & Dicing Equipment for Advanced Packaging, MEMS, Photovoltaics, LED,
CMOS 2016
**To be confirmed
©2016 | www.yole.fr | About Yole Développement
31
OUR 2016 REPORTS PLANNING (2/2)
o COMPOUND SEMICONDUCTORS
− GaN RF Devices Market: Applications, Players, Technology, and Substrates 2016 – 2022
− SiC Modules, Devices and Substrates for Power Electronics 2016*
− GaN Modules, Devices and Substrates for Power Electronics 2016*
− Sapphire Applications & Market 2016: from LED to Consumer Electronics*
o LED
− Automotive Lighting: Technology, Industry, and Market Trends 2016
− OLED for Lighting - Technology, Industry and Market Trends 2016
− Sapphire Applications and Market 2016: From LED to Consumer Electronics*
− LED Packaging 2016
− Microdisplays and MicroLEDs
− UV LED Technology, Manufacturing and Applications Trends 2016*
o POWER ELECTRONICS
− Power Electronics for EV/HEV 2016: Market, Innovations and Trends
− GaN RF Devices Market: Applications, Players, Technology, and Substrates 2016 – 2022
− Opportunities for Power Electronics in Renewable Electricity Generation 2016
− Status of Power Electronics Industry 2016*
− Passive Components Technologies and Market Trends for Power Electronics 2016
− SiC Modules, Devices and Substrates for Power Electronics 2016*
− GaN Modules, Devices and Substrates for Power Electronics 2016*
− Inverter Technologies Trends & Market Expectations 2016
− Thermal Management for LED and Power 2016
o BATTERY
− Market Trends and Technologies in Battery Pack and Assembly 2016
− Innovative and Emerging Technologies in Energy Storage Market 2016
**To be confirmed
PATENT ANALYSIS by Knowmadeo Patent Infringement (crossed analysis based on Knowmade and System Plus Analysis
expertise)
o Patent Investigation (crossed analysis based on Knowmade & Yole Développement
expertise)
o Patent Landscape
TEARDOWN & REVERSE COSTING by System Plus ConsultingMore than 30 teardowns and reverse costing analysis and cost simulation tools to be
published in 2016.
©2016 | www.yole.fr | About Yole Développement
32
OUR 2015 PUBLISHED REPORTS LIST
o MEMS & SENSORS
− Sensors and Data Management for Autonomous Vehicles
− Sensors for Wearable Electronics And Mobile Healthcare
− Status of the MEMS Industry
− Uncooled Infrared Imaging Technology & Market Trends
− Infrared Detector Technology & Market Trends
− High-End Gyroscopes, Accelerometers and IMUs for Defense, Aerospace & Industrial
− Emerging Non Volatile Memory (NVM) Technology & Market Trends
o IMAGING & OPTOELECTRONICS
− Camera Module Industry
− Uncooled Infrared Imaging Technology & Market Trends
− Status of the CMOS Image Sensors
− Infrared Detector Technology & Market Trends
o MEDTECH
− Sample Preparation Automation Through Emerging Microfluidic Technologies
− 2015 Microfluidic Applications in the Pharmaceutical, Life Sciences, In-Vitro Diagnostic, and
Medical Device Markets
− Sensors for Wearable Electronics And Mobile Healthcare
o COMPOUND SEMICONDUCTORS
− Sapphire Applications & Market 2015: from LED to Consumer Electronics
− SiC, GaN, and other Wide Band Gap (WBG) materials for power electronics applications
− GaN and SiC Devices for Power Electronics Applications
o LED
− LED Lighting Module Technology, Industry and Market Trends 2015
− UV LED - Technology, Manufacturing and Application Trends
− Phosphors & Quantum Dots 2015: LED Downconverters for Lighting & Displays
− Sapphire Applications & Market 2015: from LED to Consumer Electronics
o POWER ELECTRONICS
− Power Packaging Technology Trends and Market Expectations
− Energy Management for Smart Grid, Cities and Buildings: Opportunities for Battery
Electricity Storage Solutions
− Status of Chinese Power Electronics Industry
− New Technologies and Architectures for Efficient Data Center
− IGBT Market and Technology Trends
− Status of Power Electronics Industry
− SiC, GaN, and other Wide Band Gap (WBG) materials for power electronics applications
− GaN and SiC Devices for Power Electronics Applications
o ADVANCED PACKAGING
− Status of the Advanced Packaging Industry
− Supply Chain Readiness for Panel Manufacturing in Packaging
− Fan-in Wafer Level Packaging: Market and Technology Trends
− Flip Chip: Technologies and Markets Trends
− Fan-Out and Embedded Die: Technologies & Market Trends
o MANUFACTURING
− Photolithography Equipment and Materials for Advanced Packaging, MEMS and LED
Applications
− Emerging Non Volatile Memory (NVM) Technology & Market Trends
©2016 | www.yole.fr | About Yole Développement
33
MICRONEWS MEDIA
o About Micronews Media
Micronews Media, powered by Yole
Développement, ensures you the best visibility
in the disruptive semiconductor community.
With our services, we help you to reach your
customers worldwide with the media products
they prefer, including our website, e-newsletter,
webcasts, and magazines. Invest in a high added-
value editorial program and get access to Yole
Développement’s network (48 000+ contacts).
o Four supports and channels for your visibility
• A webcast to highlight your expertise and
develop your business identifying
commercial leads
• Articles, advertisements & logo and
banners dedicated to your company, its
products and expertise in @Micronews e-
newsletter and on i-Micronews.com
Focused
community
Identified
contacts
Large
community
Mass contacts
©2016 | www.yole.fr | About Yole Développement
34
COMMUNICATION SERVICES
All services listed below are available on–demand.
o i-Micronews.com, the website
Slider – Banners (on English or Japanese websites) – Articles –
Logo and profile as sponsor
o @Micronews, the e-newsletter
Headline article - Tiles
o Custom webcast
Develop your dedicated event with a high added-value program. A
turnkey event withYole support (logistics, promotion, data…)
Contacts:
Camille Veyrier ([email protected]) and Clotilde Fabre ([email protected]),
Marketing & Communication Project Managers.
©2016 | www.yole.fr | About Yole Développement
35
CONTACT INFORMATION
Follow us on
• Consulting and Specific Analysis
• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: [email protected]
• Japan & Asia: Takashi Onozawa, Representative Director, Yole KKEmail: [email protected]
• RoW: Jean-Christophe Eloy, CEO & President, Yole DéveloppementEmail [email protected]
• Report business
• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: [email protected]
• Europe: Fayçal El Khamassi, Headquarter Sales Coordination & Customer Service Email: [email protected]
• Japan & Asia: Takashi Onozawa, Representative Director, Yole KK.Email: [email protected]
• Korea: Hailey Yang, Business Development Manager, Korean OfficeEmail: [email protected]
• Greater China: Mavis Wang, Business Development DirectorEmail: [email protected]
• Financial services
• Jean-Christophe Eloy, CEO & PresidentEmail: [email protected]
• General
• Email: [email protected]
©2016 | www.yole.fr | About Yole Développement