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TRANSCRIPT
© 2019
From Technologies to Markets
Status of the Microfluidics
Industry
Mobinostics cartridge images - Courtesy of Boehringer Ingelheim Animal Health
Market and Technology
Report 2019
Sample
2
Sébastien CLERC
Sébastien Clerc works as a Technology & Market Analyst, Microfluidics & Medical Technologies at Yole Développement (Yole). As part of the Life
Sciences & Healthcare division, Sébastien has authored a collection of market and technology reports dedicated to topics such as microfluidics, point-
of-care, MEMS for healthcare applications and connected medical devices. In parallel, he is daily involved in custom projects such as strategic marketing,
technology scouting and technology evaluation to help academic and industrial players in their innovation processes. Thanks to his technology &
market expertise, Sébastien has spoken in more than 10 industry conferences worldwide over the last 2 years.
Sébastien Clerc graduated from Grenoble Institute of Technology (Grenoble INP - Grenoble, France) with a Master’s degree in Biomedical
Technologies. He then completed his cursus with a Master’s degree in Innovation and Technology Management in the same institute.
Contact: [email protected]
Asma SIARI
As a Technology & Market Analyst, Biotechnologies & Molecular Innovations, Medical Technologies in the Life Sciences & Healthcare division at YoleDéveloppement (Yole), Asma Siari is involved in the development of technology & market reports as well as the production of custom consultingprojects.
After a Master’s degree in Biotechnologies, Diagnostic Therapeutics & Management, Asma served as Research Assistant at the Moores Cancer Center(San Diego, CA).
She is a coauthor in three scientific publications published in the Molecular Cancer Research Journal.
Asma Siari graduated with an Advanced Master’s degree in International Strategy & Marketing BtoB from EM Lyon Business School (France).
Contact: [email protected]
Status of the Microfluidics Industry 2019 | Sample | www.yole.fr | ©2019
ABOUT THE AUTHORS
Biographies & contacts
3
3M, 10X Genomics, Abaxis (Zoetis), Abbott, Alere (Abbott), Achira Labs, Affymetrix (Thermo Fisher Scientific), AGC, Agilent Technologies, AkatsukiTech, Akonni Biosystems, Allevi, ALine, Alveo Technologies, Angle plc, Applied Microarrays, Araymond Life, Arrayit, Arrayjet, Ativa Medical, AtlasGenetics (binx health), AutoGenomics (Prescient Medicine), AxoSim, Axxicon, Axxin, Balda AG (Stevanato Group), Base4 Innovation, BD, BGI, binxhealth, Biocartis, Biocept, BioFire Diagnostics (bioMérieux), BioFluidica, Biolidics, Bionano Genomics, Bio-Rad, BioSensia (Kypha), Biosurfit, BOE,Boehringer Ingelheim, Boehringer Ingelheim microParts, Bosch Vivalytic (Bosch Healthcare), Bronkhorst, Caliper Life Sciences (PerkinElmer),Cambridge Consultants, CapitalBio Corporation, Capsum, Carville, CBio, CDA, Cellenion (Scienion), Celsee Diagnostics, Centrillion Technologies,Cepheid (Danaher), CG.TEC Injection, Chemtrix, CiDRA Precision Services (IDEX), CombiMatrix (Invitae), Corium, Corning, CorSolutions,Curetis, Cygnus Biosciences, Cytena, Cytosurge, Daktari Diagnostics, DARPA, Debiotech, Denz Bio-Medical, Dianax, DiaSorin Molecular, DNAe,Dolomite (Syrris), Eksigent, Elveflow (Elvesys), Emulate, Enplas, Epigem, Epicore Biosystems, ExcitePCR, Fast Radius, FlexoSense, FlowJem, FluidicAnalytics, Fluidigm, Fluigent, Fluxion Biosciences, Focus Diagnostics (DiaSorin Molcular), Formulatrix (Qiagen), GenapSys, GenePOC (MeridianBiosciences), GeneSystems (Pall), GenMark Diagnostics, Gradientech, Great Basin Scientific (Vela Diagnostics), Gyros Protein Technologies, Helvoet,Hemocue (Radiometer, Danaher), Hesperos, HifiBio, IDEX Health & Science, Illumina, imec, IMTAG (Heidenhain), IMT MEMS, Inanovate, InstantLabs (Luminultra), Instrumentation Laboratory (Werfen), Intabio, IntegenX (Thermo Fisher Scientific), Invenios (Corning), Invetech, InziGn, IonTorrent (Thermo Fisher Scientific), IQuum (Roche), Klearia, Kloé, KURZ, LabCyte (Beckman Coulter), LexaGene, LioniX International (MagicMicro), Little Things Factory, (Plan Optik), L’Oréal, Luminex Corporation, MakeFluidics, MBio, MedSpray, MeMed, Menarini Silicon Biosystems, MesaBiotech, MGI (BGI), Micralyne, MicroDrop Technologies, Microfluidic ChipShop, MicroLiquid, Micronit, Microsaic Systems, MilliDrop, Mimetas,Minicare, MiniFAB (Schott), Mission Bio, Mobidiag, Mobinostics (Boehringer Ingelheim), Nabsys, Namocell, NanoCellect Biomedical, NanoEntek,Nanomix, Nanopass, Nanoscribe, NanoString Technologies, NASA, Natech Plastics, NeuMoDx (Qiagen), Nokia, Nypro (Jabil), Omniome, Ontera,OPKO Diagnostics, Oxford Nanopore Technologies, Pacific Biosciences, Parallex Bioassays, PathogenDx, PharmaFluidics, Phase Three ProductDevelopment, Philips Innovation Services, POC Medical Systems, Precision Nanosystems, Qiagen, Qorvo, Qorvo Biotechnologies, Quantapore,Quanterix, Quantum Biosystems, QuantuMDx, Quidel, Qvella Corporation, RAB-Microfluidics, RainDance Technologies (Bio-Rad), RedBud Labs,Redshift Bioanalytics, Rheonix, Roche Diagnostics, Rogue Valley Microdevices, Roswell Biotechnologies, rqmicro, Samplix, Samsung, SandstoneDiagnostics, Sanwa Biotech, SawDx, Schlumberger, Schott, Schott Nexterion, Scienion, Sciex, Sensera, Shimadzu, Siemens, Sight Diagnostics, SilexMicrosystems, SMB (Zoetis), Sophion Bioscience, Sphere Fluidics, Spinchip Diagnostics, SpinDiag, Stat-Dx (Qiagen), Stilla Technologies,STMicroelectronics, Stratec, Surfix (LioniX), Symbient Product Development,T2 Biosystems, Talis Biomedical, TearLab, Tecan, Technicolor,Technicolor Precision BioDevices, Tecnisco, Teledyne Dalsa, thinXXS (IDEX), Toolbox Medical Innovations, Translume, Trilobite, Trinean (UnchainedLabs), Tronics Microsystems, TSMC, TTP Group, Two Pore Guys (Ontera), uFluidix, Universal Sequencing Technology, Varioptic (Invenios, Corning),Vaxxas, Velabs, Veredus Laboratories, Vortex Biosciences, WaferGen Biosystems (Takara Bio), Waters, Weidmann Plastics, Wi, Zimmer & Peacock, z-microsystems, Zoetis, Zomedica Pharmaceuticals, and more.
Status of the Microfluidics Industry | Report | www.yole.fr | ©2019
COMPANIES CITED IN THIS REPORT
380+ slides of market and technology analysis
Information gathered through direct discussions with players all along the supply chain
4
Glossary and definitions p.2
Table of contents p.3
Report objectives p.5
Report scope p.6
Report methodology p.7
About the authors p.8
Companies cited in this report p.9
What we got right, What we got wrong p.10
Who should be interested by this report p.11
Yole Group related reports p.12
Executive Summary p.15
Context p.52
o Definition – our vision of microfluidics
o Microfluidics – advantages and drawbacks
o Our vision of the microfluidics market
o Examples of applications that use microfluidic products
o Why are microfluidic solutions used?
o Microfluidic applications – definitions
Market forecasts p.62
o Market segmentation
o Market forecasts for microfluidic products and devices (units and value)
o Segment dynamics (CAGR vs. Segment size)
o How the value is spread across the supply chain
o What we got right/wrong and why
o Material mix analysis
o Conclusion
TABLE OF CONTENTS
Part 1/2 Market trends p.87
o An increasing on-chip complexity for ever more integration and automation
o Razor and razor-blade business model
o A myriad of microfluidic players
o In-house vs. Outsourced production
o The lure of high-volume microfluidic device production
o Reaching commercial success is not an easy path
o Addressing other markets before human diagnostics, a wrong good idea?
o Road to market: comparison of applications
o Distribution networks are key for success
o Examples of distribution agreements
o A limited market for the fabs
o Is the key to success out of point-of-care?
o The market growth paradox!
o Reasons why companies choose to internalize production
o The barriers of in-house production
o Why don’t large companies work (much) with the fabs?
o A fight to acquire value
o Significant new entrants
o Towards standardized cartridge footprints?
o Having a fixed design and a secured supply chain is mandatory
o Combining the development of instrument and consumable
o Importance of multiplexing and wide assay menu
o The development of « open platform » business models
o Standardization of microfluidic devices: setting-up an ISO norm
o Success of Microfluidic technologies - Dream or reality?
o Financial analysis of publicly listed companies
5
TABLE OF CONTENTS
Part 2/2
Microfluidic segments description p.139
o Clinical and veterinary testing
o Point-of-care testing
o Industrial, environmental, and agro-food testing
o Pharmaceutical and life science research
o Micro-reaction and flow chemistry
o Analytical devices
o Drug delivery
o Accurate dispensing
o Flow control components and modules
o Emerging applications
Focus: Microfluidic technologies for biotech applications p.203
o Overview
o Single-cell isolation and analysis
o Cell line development
o Gene editing and therapeutics
o Supply chain and business models
Market shares & supply chain p.266
o Different models for different volumes
o Microfluidic integrators, per material
o Microfluidic integrators: 2018 market share
o Main mergers and acquisitions since 2017 + analysis
o Fundraising since 2017 + analysis
o Microfluidic fabs: overview, geographical location, materials, ranking
o Other levels of the supply chain (design houses, prototyping houses,
materials providers, etc.)
o Analysis of recent acquisitions of microfluidic fabs
o Who’s working with who?
Technology trends p.341
o Materials & hybrid integration
o Manufacturing processes comparison
o Reshaping processes
o Subtractive processes
o 3D printing
o Combination of manufacturing expertise
o Cost analysis: cost of goods, yield, split across the manufacturing process,
contribution of the device in the final product selling price, gross margin
analysis
o Detection methods + focus on acoustic detection methods
o Integration of complex sample prep steps
o Multiplexing: high-plex vs. low-plex
o Smartphone-based diagnostic products
o Mixing technologies
Outlooks p.374
o Conclusions
Yole Corporate Presentation p.380
6
This new Yole Développement report provides a complete analysis of microfluidic device/product applications,markets, and technologies:
o New major trends and evolutions in the microfluidics industry markets and business models
o Analysis of strategic moves since 2017: mergers and acquisitions, fundraising, etc.
o New microfluidic players/foundries - 2018 rankings
o Updated market data and forecast up to 2024, in value and units for microfluidic devices and products
o Supply chain description and analysis
In order to better understand how value is distributed across the supply chain, this report covers both themicrofluidic device and microfluidic-based product markets
Market trends and main players are presented for each product category via an exclusive market segmentation
An exhaustive analysis is supplied covering the materials and manufacturing processes in various microfluidicsegments
Also furnished is a presentation of new, promising applications for microfluidic technologies
REPORT OBJECTIVES
7
REPORT SCOPE
Yours needs are
out of the report’
scope?
Contact us for a custom:
Other methods controlling
very small fluid volumes
Microfluidics is the science and technology that deals with the manipulation of fluids, usually inthe range of microliters (10-6) to picoliters (10-12) and/or in networks of micrometer-sizechannels
Our definition of microfluidics encompasses:
Micro-fabricated devices with
channels below ~500µm in size
and/or
8
METHODOLOGIES & DEFINITIONS
Market
Volume (in Munits)
ASP (in $)
Revenue (in $M)
Yole’s market forecast model is based on the matching of several sources:
Information
Aggregation
Preexisting
information
9
WHO SHOULD BE INTERESTED IN THIS REPORT?
Financial & strategic investors:
o Realize microfluidic technologies’ potential
o See the latest moves within the industry
o Learn the sweet spots and growing applications, and understand end-users’ objectives
R&D players:
o Understand new challenges linked to microfluidic technologies
o Address the right market with the right technology
Healthcare & governmental organizations:
o Evaluate microfluidic technologies’ benefits
o Identify relevant companies
Diagnostics, pharmaceutical, biotechnology, industrial, and other companies:
o Understand what is “state of the art” in microfluidic technologies, and which solutions could bring operational benefits
o Identify the different players across the supply chain
o Comprehend behavior evolution
o Highlight competitors and targets for collaborations or M&A
Microfluidic foundries and device makers:
o Grasp technical requirements
o Recognize business opportunities and prospects
o Understand the evolution of the supply chain
MEMS, electronics, and optics players:
o Perceive the microfluidics market and technologies
o Interpret the requirements for market entry
11
MicrofluidicApplications
MICROFLUIDIC APPLICATIONS - DEFINITION
Microfluidic technology is used everywhere
Clinical & Veterinary Diagnostics
Point-of-Care
Diagnostics
Pharma & Life Science Research
Analytical Devices
Industrial, Environmental & Agro-Food
Drug Delivery
Micro Reaction -
Flow Chemistry
• Clinical and Veterinary Diagnostics
Laboratory equipment for clinical and veterinarydiagnostics
• Point-of-Care Diagnostics
Diagnostic equipment for out-of-reference laboratory, near-patient testing (intensive care, doctor’s offices, hometesting, etc.)
• Pharmaceutical and Life Science Research
Microfluidic devices for drug discovery and screening,genomics, proteomics, cell analysis
• Analytical Devices
Microfluidic chips and columns for mass spectrometry,chromatography, and HPLC sample preparation
• Industrial, Environmental, and Agro-FoodTesting
Microfluidic-based tests for quality/process control andfood/water testing (pesticides, bacteria, etc.). Includesmilitary, security, and forensics applications.
• Drug delivery
Microfluidic devices for drug delivery, such as inhalers,microneedles, and implantable micropumps
• Micro Reaction - Flow Chemistry
Microfluidic devices for micro reaction involved in researchor in pilot-production units
12
INTRODUCTION
Microfluidics - advantages and drawbacks
Reduced sample and reagent volumesShorter times for liquid displacement,
thermal transfers, and analysis
Automation and integration of complex
operations Precise liquid control
Diffusion-based mixing (due to
highly-viscous forces) takes timeActuation is required for improving mixing steps
Better control of chemical reactions Improved safety for chemical reactions
13
INTRODUCTION
Our vision of the microfluidics market (1/3)
Example: Binx Health
analyzer
Microfluidic device: chip
(raw hardware)
Microfluidic product: cartridge with
reagents and packaging
Example: Binx Health
cartridge
Microfluidic analyzer
14
We divided microfluidic technologies into two types of components in order to better explain the microfluidicsmarket:
o Microfluidic device:
• A microfluidic device is defined as a micro-structured component in which a fluid will flow when itwill be used. This can be a chip, a dispensing tool, a flow control component, or other microfluidiccomponent types. It a the first-level packaged component.
• Microfluidic chips represent 85% (in value) of the microfluidic device market.
o Microfluidic product:
• A microfluidic product is defined as the microfluidic device packaged for sale to the end-user
• When needed, reagents and biological content are added to the device to create the product. It canbe surface functionalization with antibodies or nucleic acid probes, liquid buffers in blisters, depositionof dry reagents, etc.
• For example, in point-of-care applications, the microfluidic product is a microfluidic device to which reagentsare added. The functionalized chip is packaged into a cartridge (often in plastic) with all the other requiredelements.
• Complex cartridges can sometimes integrate tens or even hundreds of elements!
We also consider microfluidic instruments for detection (diagnostics: chip readers), for droplet generation, forflow/pressure control, for dispensing, etc. However, these instruments are not quantified (either in volume nor invalue) in this report.
INTRODUCTION
Our vision of the microfluidics market (2/3)
15
INTRODUCTION
Our vision of the microfluidics market (3/3)
Most microfluidic devices are chips. When combined with biological content and packaged into cartridges, these chips become products.
Chips
Other
Devices
Microfluidic product breakdown for
chips and other devices in 2018, in $B
Chips
$2.6B
Other
$0.4B
Devices
$3.0B
Products
$8.8B
20
FOCUS: MICROFLUIDIC TECHNOLOGIES FOR BIOTECH APPLICATIONS
24
Contact our
Sales Team
for more
information
Chinese Microfluidics Industry 2018
Point-of-Need Testing: Application of Microfluidic
Technologies
Next-Generation Sequencing & DNA Synthesis 2019
Liquid Biopsy: From Isolation to Downstream Applications 2018
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Thermo Fisher Ion 520 DNA Sequencing Chip
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System Plus Consulting
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Nanopore Sequencing Patent Landscape Analysis 2019
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YOLE GROUP RELATED REPORTS
Knowmade
The first commercially-available lab-on-a-chip devices are now more than 20 years old. Microfluidic device complexity has increased ever since, leading to extremely sophisticated cartridges performing automated, complex sample preparation steps. Microfluidics is now a mature technology, and today the identified number of companies developing microfluidic-based solutions worldwide far surpasses a thousand (including myriad opportunistic start-ups), and the applications are end-less. As a consequence, Yole Développement’s (Yole) analysts estimate that the microfluidic products market reached $8.7B in 2018, and will grow at a CAGR2019-2024 of 11.7%, reaching $17.4B. The two principal applications are still point-of-care (PoC) testing and pharmaceutical/ life science research (including sequencing, genomics, and proteomics). However, the dynamics per application are
evolving. While PoC devices are increasing in complexity and integrating more and more hybrid materials (i.e. glass + polymer, or silicon + polymer in order to offer additional functions), we also see high-end applications increasingly using polymer when possible, in order to decrease costs. Glass and silicon have a large share in these applications, especially in sequencing, but these semiconductor materials are increasingly integrated at the heart of complex plastic cartridges. This is also the case in drug delivery – even though most devices are made of glass and silicon today, we may soon observe the entry of polymer devices. Overall, thanks to increased commercial adoption, all three materials are growing nicely. In this report, Yole’s analysts present 2017 – 2024 market data and forecasts per application, with a detailed material mix analysis.
STATUS OF THE MICROFLUIDICS INDUSTRY 2019Market & Technology Report - August 2019
MICROFLUIDICS APPLICATIONS ARE GREATLY DIVERSIFYING, CREATING NEW OPPORTUNITIES
Diversification of microfluidic technologies has led to burgeoning new applications and market growth, driving players’ interest and M&A.
Global microfluidic devices and products market: 2019-2024 forecast
WHAT’S NEW• Updated 2017 - 2024 market data and forecasts (in $US and units) for microfluidicdevicesandproducts, along with material mix analysis•Evolutionandestimated2018microfluidicplayers’marketshareat fablevelandend-productlevel• Breakdown of the latest industry moves(M&A,fundraising),marketandtechnologytrendsandevolutions, and potential acquisition targets•Updatedinformation,bymicrofluidic market segment•Reviewofnew,promisingapplications formicrofluidictechnologies (including a focus on biotechnology applications)•Comprehensivesupplychainanalysis
KEY FEATURES•Provideaglobalviewofthefuturefor microfluidicdevicesandproducts• Establish an understanding of every microfluidicsapplication,with anoverviewofthemainplayersper application•Analyzemicrofluidicplayers’dynamics andranking,andunderstand thelatestindustrytrends, strategicmoves,andbusinessmodels’ evolutions•Furnish2017and2018marketdata formicrofluidicproductsanddevices, along with 2019 – 2024 forecasts in units and $US•Exploretechnology,materials,and manufacturing trends• Explain how the supply chain isorganizedandhowvalueis distributed across it
THE ACQUISITION WAVE CONTINUES, LEADING TO AN IMPRESSIVELY RAPID STRUCTURATION
For the last decade, PoC has been considered microfluidics’ greatest promise, with the potential for rapid-testing cartridges to reach millions of units per year. Nonetheless, the mass production of such devices is still far from being widespread, and companies now realize that the barriers are high on the road to success. Just having a good technology is not enough: financial strength, supply chain security, regulatory, and market access are also mandatory. In particular, numerous companies struggle to reach the next step because of a weak commercial network. Thus, acquisition by a larger company is often a good way to gain access to an established distribution network and improved logistics support. BioFire (bioMérieux), IQuum (Roche), and Cepheid (Danaher) are good examples of technologies that have literally taken off after acquisition, and
we will see in the coming years whether recently-acquired companies like GenePOC (Meridian Biosciences) and Abaxis (Zoetis) mimic these successes. Overall, large diagnostic companies have acquired numerous promising or successful microfluidic technologies through the purchase of small and medium-size companies, to the extent that a group of around 15 players now represents more than 75% of the market. This is an impressive concentration, especially given the variety of applications. Contrarily, hundreds of start-ups with low revenue struggle to reach commercial success for the reasons mentioned above. In-between, we find around 50 players with $10M – 100M in microfluidics revenue, mostly start-ups that have accessed the next steps and are now likely acquisition targets.
(Yole Développement, August 2019)
STATUS OF THE MICROFLUIDICS INDUSTRY 2019
At another supply chain level, we observe an impressive structuration. Indeed, the microfluidic device manufacturers (“fabs”) have experienced a strong wave of acquisitions by larger players since 2015 – the latest being MiniFAB in June 2019. Such larger players thus acquire their own production facilities and aim to produce for larger customers from the diagnostics and life sciences fields, which fabs today struggle to address. Overall, after the recent acquisitions, the only remaining established microfluidic fabs above $10M in revenue and still independent are Micronit and Microfluidic ChipShop. Last but not least, over the past two years several large companies (leaders in other technology fields) have decided to enter or strengthen their position in the microfluidics market: this is the case for Technicolor, Qorvo Biotechnologies, and Schott. Such decisions exemplify the attractiveness of this dynamic field, which presents a viable opportunity for these companies to find new growth areas. They will soon be followed by others – in fact, we are aware of several players that are preparing to enter the microfluidics field, at diverse levels of the supply chain!
MICROFLUIDIC TECHNOLOGIES ARE PENETRATING VARIOUS FLOURISHING APPLICATIONS, WHERE THE CHALLENGES ARE BIG BUT THE POTENTIAL IS SIGNIFICANT
Emerging applications, in particular within the biotechnology field, can benefit from the improvement of microfluidic technologies which represent valuable tools for complex operations. Today, academics and researchers are the main users of such technologies in biotech, but we have begun seeing an increased adoption from pharmaceutical companies, Contract Research Organizations (CRO), and industrial biotech companies: for example, cell line development, single-cell isolation/analysis, as well as cell-gene therapies and gene editing, are all applications where microfluidics have a role to play. In particular, microfluidics is receiving enthusiastic response from
single-cell isolation, where there are already several successful commercialized technologies. The other applications mentioned above are steadily emerging, and it is time for innovative microfluidic companies to take the opportunity to solve the issues linked to integration, automation, throughput increase, etc. Indeed, most solutions used today are expensive and low-throughput, and thus prone to human error due to manual operations. In this report, Yole’s analysts describe the challenges these fields face and how microfluidic technologies, for example droplet microfluidics, can address the bottlenecks and forge new possibilities.
*Non-exhaustive list of companies
Single-cell isolation Cell line development Gene editing and therapeutics
Non droplet
microfluidicstechnologies
Microfluidic technologies
droplets
Not yet in commercial production
Still at very early stage of R&DNot yet in commercial production
Still at very early stage of R&DNot yet in commercial production
Established application
Emerging application
(Yole Développement, August 2019)
Microfluidic players* landscape per revenue
(Yole Développement, August 2019)
Players* involvement in microfluidic technologies for biotechnology applications matrix
*Non-exhaustive list of companies
*Non-exhaustive list of companies
AUTHORSSébastien Clerc works as a Technology & Market Analyst, Microfluidics & MedicalTechnologies at Yole Développement (Yole).As part of the Life Sciences & Healthcaredivision, Sébastien has authored a collectionof market and technology reports dedicated to topics such as microfluidics, point-of-care, MEMS for healthcare applications andconnected medical devices. In parallel, heis daily involved in custom projects such asstrategic marketing, technology scouting andtechnology evaluation to help academic andindustrialplayersintheirinnovationprocesses.Thankstohistechnology&marketexpertise,Sébastien has spoken in more than 10 industry conferencesworldwideoverthelast2years.Sébastien Clerc graduated from Grenoble Institute of Technology (Grenoble INP -Grenoble, France) with aMaster’s degree inBiomedicalTechnologies.HethencompletedhiscursuswithaMaster’sdegreeinInnovationand Technology Management in the sameinstitute.
COMPANIES CITED IN THE REPORT (non exhaustive list)
3M, 10X Genomics, Abaxis (Zoetis), Abbott, Alere (Abbott), Achira Labs, Affymetrix (Thermo Fisher Scientific), AGC, Agilent Technologies, Akatsuki Tech, Akonni Biosystems, Allevi, ALine, Alveo Technologies, Angle plc, Applied Microarrays, Araymond Life, Arrayit, Arrayjet, Ativa Medical, Atlas Genetics (binx health), AutoGenomics (Prescient Medicine), AxoSim, Axxicon, Axxin, Balda AG (Stevanato Group), Base4 Innovation, BD, BGI, binx health, Biocartis, Biocept, BioFire Diagnostics (bioMérieux), BioFluidica, Biolidics, Bionano Genomics, Bio-Rad, BioSensia (Kypha), Biosurfit, BOE, Boehringer Ingelheim, Boehringer Ingelheim microParts, Bosch Vivalytic (Bosch Healthcare), Bronkhorst, Caliper Life Sciences (PerkinElmer), Cambridge Consultants, CapitalBio Corporation, Capsum, Carville, CBio, CDA, Cellenion (Scienion), Celsee Diagnostics, Centrillion Technologies, Cepheid (Danaher), CG.TEC Injection, Chemtrix, CiDRA Precision Services (IDEX), CombiMatrix (Invitae), Corium Corning, CorSolutions, Curetis, Cygnus Biosciences, Cytena, Cytosurge, Daktari Diagnostics, DARPA, Debiotech, Denz Bio-Medical, Dianax, DiaSorin Molecular, DNAe and more.
As a Technology & Market Analyst,Biotechnologies & Molecular Innovations,Medical Technologies in the Life Sciences &Healthcare division at Yole Développement(Yole), Asma Siari is involved in thedevelopmentoftechnology&marketreportsas well as the production of custom consulting projects.After a Master’s degree in Biotechnologies,Diagnostic Therapeutics & Management,Asma served as Research Assistant at theMooresCancerCenter(SanDiego,CA).Sheisacoauthorinthreescientificpublicationspublished in the Molecular Cancer ResearchJournal.Asma Siari graduated with an AdvancedMaster’s degree in International Strategy &MarketingBtoBfromEMLyonBusinessSchool(France).
Executive summary 15Context 52
> Definition – our vision of microfluidics> Microfluidics – advantages and drawbacks> Applications that use microfluidic products
Market forecasts 62 > Market segmentation> Market forecasts for microfluidic products and devices (units and value) and segment dynamics> How value is spread across the supply chain> What we got right/wrong, and why> Material mix analysis
Market trends 87 > An increasing on-chip complexity> Razor and razor-blade business model> In-house vs. outsourced production> The lure of high-volume microfluidic device production> Attaining commercial success is not easy> Road to market: applications comparison> Reasons why companies choose to internalize production> The barriers of in-house production> A fight to acquire value> Significant new entrants> The development of « open platform » business models> Success of microfluidic technologies – dream or reality?> Financial analysis of publicly-listed companies
Microfluidic segments description 139 > Clinical and veterinary testing> Point-of-care testing> Industrial, environmental, and agro-food testing
> Pharmaceutical and life science research> Micro-reaction and flow chemistry> Analytical devices> Drug delivery> Accurate dispensing> Flow control components and modules> Emerging applications
Focus : Microfluidic technologies for biotech applications 203
> Single-cell isolation and analysis> Cell line development> Gene editing and therapeutics> Supply chain and business models
Market shares and supply chain 266
> Different models for different volumes> Microfluidic integrators, per material> Microfluidic integrators – 2018 market share> Main M&As and fundraising since 2017> Microfluidic fabs: overview, geographical location, materials, ranking> Other levels of the supply chain (design houses, prototyping houses, materials providers, etc.)> Analysis of recent microfluidic fabs’ acquisitions> Who’s working with who?
Technology trends 341
> Materials and hybrid integration> Manufacturing processes description and comparison> Cost analysis: cost of goods, yield, split across the manufacturing process, contribution of the device in the final product selling price, gross margin analysis> Detection methods
Conclusions 374
TABLE OF CONTENTS (complete content on i-Micronews.com)
•ChineseMicrofluidicsIndustry2018 •Point-of-NeedTesting:ApplicationofMicrofluidic Technologies •LiquidBiopsy:FromIsolationtoDownstreamApplications2018 •NanoporeSequencing2019–PatentLandscapeAnalysis–byKnowMade
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+ 49 15 123 544 182 – [email protected]• Japan & Rest of Asia - Takashi Onozawa:
+81-80-4371-4887 – [email protected]• Greater China - Mavis Wang:
+886 979 336 809 – [email protected]• Korea - Peter OK: +82 10 4089 0233 – [email protected]• Specific inquiries: +33 472 830 180 – [email protected](1) Our Terms and Conditions of Sale are available at
www.yole.fr/Terms_and_Conditions_of_Sale.aspx The present document is valid 24 months after its publishing date: August 22, 2019
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Founded in 1998, Yole Développement (Yole) has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services, reverse engineering and reverse costing services and well as IP and patent analysis. With a strong focus on emerging applications using silicon and/or micro manufacturing, the Yole group of companies has expanded to include more than 120 collaborators worldwide covering MEMS and image sensors, Compound semiconductors, RF Electronics, Solid-state lighting, Displays, Software, Optoelectronics, Microfluidics & Medical, Advanced Packaging, Manufacturing, Power Electronics, Batteries & Energy Management and Memory.The “More than Moore” market research, technology and strategy consulting company Yole Développement, along with its partners System Plus Consulting, PISEO, KnowMade and Blumorpho, supports industrial companies, investors and R&D organizations worldwide to help them understand markets and follow technology trends to grow their business.
CONSULTING AND ANALYSIS• Market data & research, marketing analysis• Technology analysis• Strategy consulting• Reverse engineering & costing• Patent analysis• Design and characterization of innovative optical systems• Financial services (due diligence, M&A with our partner)More information on www.yole.fr
MEDIA & EVENTS• i-Micronews.com website, application & related e-newsletter• Communication & webcast services• Events: TechDays, forums…More information on www.i-Micronews.com
REPORTS• Market & technology reports • Patent investigation and patent infringement risk analysis • Structure, process and cost analysis and teardowns• Cost simulation tool More information on www.i-micronews.com/reports
CONTACTSFor more information about : • Consulting & Financial Services: Jean-Christophe Eloy ([email protected]) • Reports & Monitors: David Jourdan ([email protected]) & Fayçal Khamassi
([email protected]) • Marketing & Communication: Camille Veyrier ([email protected]) • Public Relations: Sandrine Leroy ([email protected])
© 2019
Yole Développement
From Technologies to Market
Source: Wikimedia Commons
28©2019 | www.yole.fr | About Yole Développement
YOLE DEVELOPPEMENT – FIELDS OF EXPERTISE
Life Sciences
& Healthcare o Microfluidics
o BioMEMS & Medical Microsystems
o Inkjet and accurate dispensing
o Solid-State Medical Imaging & BioPhotonics
o BioTechnologies
Power
& Wireless
o RF Devices & Technologies
o Compound Semiconductors & Emerging Materials
o Power Electronics
o Batteries & Energy Management
Semiconductor
& Software o Package,Assembly & Substrates
o Semiconductor Manufacturing
o Memory
o Software & Computing
Photonics,
Sensing & Display
o Solid-State Lighting
o Display
o MEMS, Sensors & Actuators
o Imaging
o Photonics & Optoelectronics
Semiconductor
& Software
Power & Wireless
Photonics,
Sensing
& Display
Life
Sciences &
Healthcare
About Yole Développement | www.yole.fr | ©2019
29©2019 | www.yole.fr | About Yole Développement
4 BUSINESS MODELS
o Consulting and Analysis
• Market data & research,
marketing analysis
• Technology analysis
• Strategy consulting
• Reverse engineering & costing
• Patent analysis
• Design and characterization
of innovative optical systems
• Financial services (due
diligence, M&A with our
partner)
www.yole.fr
o Syndicated reports
• Market & technology reports
• Patent investigation and patent
infringement risk analysis
• Teardowns & reverse costing
analysis
• Cost simulation tool
www.i-Micronews.com/reports o Media
• i-Micronews.com website and
application
• i-Micronews e-newsletter
• Communication & webcast
services
• Events: TechDays, forums,…
www.i-Micronews.com
o Monitors
• Monthly and quarterly update
• Excel database covering supply,
demand, and technology
• Price, market, demand and
production forecasts
• Supplier market shares
www.i-Micronews.com/reports
About Yole Développement | www.yole.fr | ©2019
30©2019 | www.yole.fr | About Yole Développement
6 COMPANIES TO SERVE YOUR BUSINESS
Due diligence
www.yole.fr
Manufacturing costs analysis
Teardown and reverse engineering
Cost simulation tools
www.systemplus.fr
Market, technology and strategy
consulting
www.yole.fr
IP analysis
Patent assessment
www.knowmade.fr
Innovation and business maker
www.bmorpho.com
Design and characterization of
innovative optical systems
www.piseo.fr
Yole Group of Companies
About Yole Développement | www.yole.fr | ©2019
31
OUR GLOBAL ACTIVITY
30%of our business
40%of our business 30%
of our business
Greater
China office
Yole Japan
HQ in Lyon
Nantes
Paris
Nice
Vénissieux
Yole Deutschland
Frankfurt
Hsinchu
Tokyo
Yole Korea
Seoul
Palo Alto
Yole Inc.
Cornelius
About Yole Développement | www.yole.fr | ©2019
32©2019 | www.yole.fr | About Yole Développement
ANALYSIS SERVICES - CONTENT COMPARISON
High
Technology
and Market
Report
Leadership
Meeting
Q&A
Service
Depth of the analysis
Bre
adth
of th
e a
nal
ysis
Meet the
Analyst
Custom
Analysis
High
Low
About Yole Développement | www.yole.fr | ©2019
33©2019 | www.yole.fr | About Yole Développement
SERVING THE ENTIRE SUPPLY CHAIN
Our analysts provide market analysis,
technology evaluation,
and business plans along the entire
supply chain
Integrators, end-
users and software
developers
Device manufacturers
Suppliers: material,
equipment, OSAT, foundries…
Financial investors, R&D centers
About Yole Développement | www.yole.fr | ©2019
34©2019 | www.yole.fr | About Yole Développement
SERVING MULTIPLE INDUSTRIAL FIELDS
We workacross
multiples industries to understand
the impact of More-than-
Moore technologies from deviceto system
From A to Z…
Transportation
makers
Mobile phone
and
consumer
electronics
Automotive
Medical
systems
Industrial
and defense
Energy
management
About Yole Développement | www.yole.fr | ©2019
35
o Over the course of more than 20 years, Yole Développement has grown to become a group of companies. Together with System Plus Consulting and KnowMade, we now
provide marketing, technology and strategy consulting, media and corporate finance services, reverse costing, structure, process and cost analysis services and well as
intellectual property (IP) and patent analysis. Together, our group of companies is collaborating ever closer and therefore will offer, in 2019, a collection of over 125 reports,
10 new monitors and 120 teardowns. Combining respective expertise and methodologies from the three companies, they cover:
o If you are looking for:
• An analysis of your product market and technology
• A review of how your competitors are evolving
• An understanding of your manufacturing and production costs
• An understanding of your industry’s technology roadmap and related IPs
• A clear view supply chain evolution
Our reports and monitors are for you!
o Our team of over 70 analysts, including PhD and MBA qualified industry veterans from Yole Développement, System Plus Consulting and KnowMade, collect information,identify trends, challenges, emerging markets, and competitive environments. They turn that information into results and give you a complete picture of your industry’slandscape. In the past 20 years, we have worked on more than 2,000 projects, interacting with technology professionals and high-level opinion makers from the mainplayers of their industries and realized more than 5,000 interviews per year.
WHAT TO EXPECT IN 2019?In 2019 we will extend our offering with a new ‘monitor’ product which provides more updates on your industry during the year. The Yole Group of Companies is also buildingon and expanding its investigations of the memory industry. Moreover, in parallel, the Yole Group reaffirms its commitment to a new collection of reports mixing software andhardware and is increasing its involvement in displays, radio-frequency (RF) technology, advanced substrates, batteries and compound semiconductors. Last but not least,System Plus Consulting is developing its teardowns service providing 120+ offers related to phones, smart home, wearables and connected devices. Discover our 2019program right now, and ensure you get a true vision of the industry. Stay tuned!
REPORTS COLLECTION
www.i-Micronews.com
• MEMS & Sensors
• RF devices & technologies
• Medical technologies
• Semiconductor Manufacturing
• Advanced packaging
• Memory
• Batteries and energy management
• Power electronics
• Compound semiconductors
• Solid state lighting
• Displays
• Software
• Imaging
• Photonics
About Yole Développement | www.yole.fr | ©2019
36
OUR 2019 REPORTS COLLECTION (1/4)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
Market –Technology – Strategy – by Yole DéveloppementYole Développement (Yole) offers market reports including quantitative market forecasts,
technology trends, company strategy evaluation and indepth application analyses. Yole will
publish more than 55 reports in 2019, with our partner PISEO contributing to some of
the lighting reports.
Reverse Costing® – Structure, Process and Cost Analysis – by
System Plus ConsultingThe Reverse Costing® report developed by System Plus Consulting provides full
teardowns, including detailed photos, precise measurements, material analyses,
manufacturing process flows, supply chain evaluations, manufacturing cost analyses and
selling price estimations. The reports listed below are comparisons of several analyzed
components from System Plus Consulting. More reports are however available, and over
60 reports will be released in 2019.The complete list is available at www.systemplus.fr.
Patent Reports – by KnowMadeMore than describing the status of the IP situation, these analyses provide a missing link
between patented technologies and market, technological and business trends. They offer
an understanding of the competitive landscape and technology developments from a
patent perspective. They include key insights into key IP players, key patents and future
technology trends. For 2019 KnowMade will release over 15 reports.
The markets targeted are :
• Mobile & Consumer
• Automotive & Transportation
• Medical
• Industrial
• Telecom & Infrastructure
• Defense & Aerospace
• Linked reports are dealing with the same topic to provide
• a more detailed analysis.
About Yole Développement | www.yole.fr | ©2019
37
OUR 2019 REPORTS COLLECTION (1/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
MEMS & SENSORS
o MARKET AND TECHNOLOGY REPORT
• Status of the MEMS Industry 2019 - Update
• Status of the Audio Industry 2019 - New
• Uncooled Infrared Imagers and Detectors 2019 – Update
• Consumer Biometrics:Technologies and Market Trends 2018
• MEMS Pressure Sensor Market and Technologies 2018
• Gas & Particle Sensors 2018
o STRUCTURE, PROCESS & COST REPORT
• MEMS & Sensors Comparison 2019
• MEMS Pressure Sensor Comparison 2018
• Particle Sensors Comparison 2019
• Miniaturized Gas Sensors Comparison 2018
o PATENT REPORT
• MEMS Foundry Business Portfolio 2019 - New
• Miniaturized Gas Sensors 2019 - New
PHOTONIC AND OPTOELECTRONICS
o MARKET ANDTECHNOLOGY REPORT
• Silicon Photonics and Photonic Integrated Circuits 2019
• LiDARs for Automotive and Industrial Applications 2019 - Update
o PATENT REPORT
• Silicon Photonics for Data Centers: Optical Transceiver 2019 - New
• LiDAR for Automotive 2018
RF DEVICES AND TECHNOLOGIES
o MARKET ANDTECHNOLOGY REPORT
• RF GaN Market: Applications, Players, Technology,
and Substrates 2019 - Update
• 5G’s Impact on RF Front-End Module and Connectivity
for Cell Phones 2019 – Update
• 5G Impact on Telecom Infrastructure 2019 - New
• Radar and Wireless for Automotive: Market and Technology
Trends 2019 - Update
• Passive & Active Antenna Systems for Telecom
Infrastructure 2019 - New
• RF Standards and Technologies for Connected Objects 2018
o STRUCTURE, PROCESS & COST REPORT
• RF Front-End Module Comparison 2019 - Update
• Automotive Radar RF Chipset Comparison 2018
o PATENT REPORT
• Antenna for 5G Wireless Communications 2019 - New
• RF Front End Modules for Cellphones 2018
• RF Filter for 5G Wireless Communications: Materials and Technologies 2019
• RF GaN 2019 – Patent Landscape Analysis
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
38
OUR 2019 REPORTS COLLECTION (2/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
IMAGING
o MARKET AND TECHNOLOGY REPORT
• Status of the CIS Industry 2019: Technology
and Foundry Business - Update
• Imaging for Automotive 2019 - Update
• Neuromorphic Technologies for Sensing 2019 - Update
• Status of the CCM and WLO Industry 2019 – Update
• 3D Imaging & Sensing 2018
• MachineVision for Industry and Automation 2018
• Sensors for Robotic Vehicles 2018
o STRUCTURE, PROCESS & COST REPORT
• Compact Camera Modules Comparison 2019
• CMOS Image Sensors Comparison 2019
o PATENT REPORT
• Facial & Gesture Recognition Technlogies in Mobile Devices 2019 - New
• Apple iPhone X Proximity Sensor & Flood Illuminator 2018
MEDICAL IMAGING AND BIOPHOTONICS
o MARKET ANDTECHNOLOGY REPORT
• X-Ray Detectors for Medical, Industrial
and Security Applications 2019- New
• Microscopy Life Science Cameras: Market and Technology Analysis 2019
• Ultrasound technologies for Medical, Industrial
and Consumer Applications 2018
o PATENT REPORT
• Optical Coherence Tomography Medical Imaging 2018
MICROFLUIDICS
o MARKET ANDTECHNOLOGY REPORT
• Status of the Microfluidics Industry 2019 - Update
• Next Generation Sequencing & DNA Synthesis - Technology,
Consumables Manufacturing and Market Trends 2019 - New
• Organ-on-a-Chip Market & Technology Landscape 2019 - Update
• Point-of-Need Testing Application of Microfluidic Technologies 2018
• Liquid Biopsy: from Isolation to Downstream Applications 2018
• Chinese Microfluidics Industry 2018
o PATENT REPORT
• Microfluidic Manufacturing Technologies 2019 – New
• Nanopore Sequencing 2019 - New
INKJET AND ACCURATE DISPENSING
o MARKET ANDTECHNOLOGY REPORT
• Inkjet Printheads - Dispensing Technologies
& Market Landscape 2019 - Update
• Emerging Printing Technologies
for Microsystem Manufacturing 2019 - New
• Piezoelectric Devices from Bulk to Thin Film 2019 - New
• Inkjet Functional and Additive Manufacturing for Electronics 2018
o STRUCTURE, PROCESS & COST REPORT
• Piezoelectric Materials from Bulk to Thin Film Comparison 2019
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
39
OUR 2019 REPORTS COLLECTION (3/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
BIOMEMS & MEDICAL MICROSYSTEMS
o MARKET ANDTECHNOLOGY REPORT
• Medical Wearables: Market & Technology Analysis 2019 - New
• Neurotechnologies and Brain Computer Interface 2018
• BioMEMS & Non-Invasive Sensors: Microsystems for Life Sciences
& Healthcare 2018
o PATENT REPORT
• 3D Cell Printing 2019 - New
• Circulating Tumor Cells Isolation 2019 - New
SOFTWARE AND COMPUTING
o MARKET ANDTECHNOLOGY REPORT
• Artificial Intelligence Computing For Automotive 2019 - New
• Hardware and Software for Artificial Intelligence (AI)
in Consumer Applications 2019 - Update
• Image Signal Processor and Vision Processor Market
and Technology Trends 2019
• xPU (Processing Units) for Cryptocurrency, Blockchain, HPC
and Gaming 2019 – New
• Artificial Intelligence for Medical Imaging 2019 - New
o PATENT REPORT
• Artificial Intelligence for Medical Diagnostics - New
MEMORY
o MARKET AND TECHNOLOGY REPORT
• Status of the Memory Industry 2019 - New
• MRAM Technology and Business 2019 - New
• Emerging NonVolatile Memory 2018
o STRUCTURE, PROCESS & COST REPORT
• Memory Comparison 2019
o PATENT REPORT
• Magnetoresistive Random-Access Memory (MRAM) 2019 - New
• 3D Non-Volatile Memory 2018
ADVANCED PACKAGING
o MARKET ANDTECHNOLOGY REPORT
• Fan Out Packaging Technologies and Market Trends 2019 - Update
• 3D TSV Integration and Monolithic Business Update 2019 - Update
• Advanced RF SiP for Cellphones 2019 - Update
• Status of the Advanced Packaging Industry 2019 - Update
• Status of the Advanced Substrates 2019 - Update
• Panel Level Packaging Trends 2019 - Update
• Automotive Packaging Market & Technology Trends 2019 - New
• Trends in Automotive Packaging 2018
• Thin-Film Integrated Passive Devices 2018
o STRUCTURE, PROCESS & COST REPORT
• Advanced RF SiP for Cellphones Comparison 2019
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
40
OUR 2019 REPORTS COLLECTION (4/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
SEMICONDUCTOR MANUFACTURING
o MARKET ANDTECHNOLOGY REPORT
• Nano-Imprint Technology Trends for Semiconductor
Applications 2019 - New
• Equipment and Materials for Fan Out Packaging 2019 - Update
• Equipment for More than Moore: Thin Film Deposition
& Etching 2019 - New
• Wafer Starts for More Than Moore Applications 2018
• Polymeric Materials at Wafer-Level
for Advanced Packaging 2018
• Bonding and Lithography Equipment Market
for More than Moore Devices 2018
o STRUCTURE, PROCESS & COST REPORT
• Wafer Bonding Comparison 2018
o PATENT REPORT
• Hybrid Bonding for 3D Stack 2019 – New
BIOTECHNOLOGIES
o MARKET AND TECHNOLOGY REPORT
• CRISPR-Cas9 Technology: From Lab to Industries 2018
o PATENT REPORT
• Personalized Medicine 2019 – New
SOLID STATE LIGHTING
o MARKET ANDTECHNOLOGY REPORT
• Status of the Solid State Light Source Industry 2019 - New
• Edge Emitting Lasers (EELS) 2019 - New
• Light Shaping Technologies 2019 - New
• Automotive Advanced Front Lighting Systems 2019 - New
• VCSELs – Market and Technology Trends 2019 - Update
• IR LEDs and Laser Diodes – Technology, Applications,
and Industry Trends 2018
• Automotive Lighting 2018: Technology, Industry and Market Trends
• UV LEDs - Technology, Manufacturing and Application Trends 2018
• LiFi: Technology, Industry and Market Trends 2018
o STRUCTURE, PROCESS & COST REPORT
• VCSEL Comparison 2019
o PATENT REPORT
• VCSELs 2018
DISPLAY
o MARKET ANDTECHNOLOGY REPORT
• Next Generation 3D Displays 2019 - New
• Next Generation Human Machine Interaction (HMI)in Displays 2019 - New
• Micro-and Mini-LED Displays 2019 - Update
• Next Generation TV Panels: New Technologies, Features and
Market Impact 2019
• Displays & Optical Vision Systems for VR, AR & MR 2018
o PATENT REPORT
• MicroLED Displays : Intellectual Property Landscape 2018Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
41
OUR 2019 REPORTS COLLECTION (5/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
POWER ELECTRONICS
o MARKET ANDTECHNOLOGY REPORT
• Power SiC: Materials, Devices and Applications 2019 - Update
• Power Electronics for EV/HEV and e-mobility:
Market, Innovations and Trends 2019 - Update
• Status of the Power Electronics Industry 2019 - Update
• Discrete Power Packaging : Material Market
and Technology Trends 2019 - New
• Status of the Power ICs Industry 2019 - Update
• Status of the Passive Components for the Power Electronics
Industry 2019 - Update
• Status of the Inverter Industry 2019 - Update
• Status of the Power Module Packaging Industry 2019 - Update
• Wireless Charging Market Expectations
and Technology Trends 2018
• Power GaN 2018: Epitaxy, Devices, Applications
and Technology Trends
o STRUCTURE, PROCESS & COST REPORT
• Automotive Power Module Packaging Comparison 2018
• GaN-on-Silicon Transistor Comparison 2019
• SiC Transistor Comparison 2019
o PATENT REPORT
• Power SiC : Materials, Devices and Modules 2019 - New
• Power GaN : Materials, Devices and Modules 2019 – Update
BATTERY & ENERGY MANAGEMENT
o MARKET ANDTECHNOLOGY REPORT
• Status of the Rechargeable Li-ion Battery Industry 2019 - New
• Li-ion Battery Packs for Automotive and Stationary Storage
Applications 2019 - Update
o PATENT REPORT
• Battery Energy Density Increase: Materials
and Emerging Technologies 2019 - New
• Solid-State Batteries 2019 - New
• Status of the Battery Patents 2018
COMPOUND SEMI.
o MARKET ANDTECHNOLOGY REPORT
• Emerging Semiconductor Substrates:
Market & Technology Trends 2019- New
• Status of the Compound Semiconductor Industry 2019 - New
• InP Materials, Devices and Applications 2019 - New
• GaAs Wafer and Epiwafer Market: RF, Photonics,
LED and PV Applications 2018
o PATENT REPORT
• GaN-on-Silicon Substrate: Materials, Devices
and Applications 2019 - Update
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
42
OUR 2019 MONITORS COLLECTION (1/2)
Get the most updated overview of your market to monitor your strategy
Yole Développement, System Plus Consulting and KnowMade, all part of the Yole Group of Companies, are launching a collection of 10 monitors in 2019. The monitors aim to
provide updated market, technology and patent data as well dedicated quarterly analyses of the evolution in your industry over the previous 12 months. Furthermore, you can
benefit from direct access to the analyst for an on-demand Q&A and discussion session regarding trend analyses, forecasts and breaking news.
Topics covered will be compact camera modules (CCMs), advanced packaging, compound semiconductors, microfluidics, batteries, RF and memory.
MARKET MONITOR byYole Développement
A FULL PACKAGE:The monitors will provide the evolution of the market in units, wafer area and revenues.They will also offer insights into what is driving the business and a close look at what ishappening will also be covered in it.
The following deliverables will be included in the monitors:
• An Excel database with all historical and forecast data
• A PDF slide deck with graphs and comments/analyses covering the expected
evolutions
o ADVANCED PACKAGING – NEWThis monitor will provide the evolution of the advanced packaging platforms. It willcover Fan-Out Wafer Level Packaging (WLP), Fan-Out Panel Level Packaging (PLP),Wafer-Level Chip Scale Packaging (WLCSP), Flip Chip packaging platforms, and 2.5Dand 3D Through Silicon Via (TSV) integration. Frequency: Quarterly, starting from Q32019
o COMPOUND SEMI. – NEWThis monitor will describe how the compound semiconductor industry is evolving. Itwill offer a close look at GaAs, InP, SiC, GaN and other compounds of interestproviding wafer volumes, revenues, application breakdowns and momentum.Frequency: Quarterly, starting from Q3 2019
o CAMERA MODULE – NEWThis monitor will provide the evolution of the imaging industry, with a close look atimage sensor, camera module, lens and VCM. Volumes, revenues and momentum ofcompanies like Sony, Samsung, Omnivision and OnSemi will thus be analysed.Frequency: Quarterly, starting from Q3 2019
o MEMORY – UPDATEFor the memory industry you can have access to a quaterly monitor, as well as anadditional service, a monthly pricing. Both services can be bought seprately:
• DRAM Service: Including a quarterly monitor and monthly pricing.
• NAND Service: Including a quarterly monitor and monthly pricing.
REVERSETECHNOLOGY MONITOR by System Plus Consulting
o SMARTPHONES – NEWTo stay updated on the latest components, packaging and silicon chip choices of the smartphone makers, System Plus Consulting has created its first Smartphone ReverseTechnology monitor. This year, get access to the packaging and silicon content database of at least 20 different flagship smartphones – more than five per quarter. Starting at thebeginning of 2019, the monitor will include an Excel database report for each phone and a quarterly comparison.
About Yole Développement | www.yole.fr | ©2019
43
OUR 2019 MONITORS COLLECTION (2/2)
Get the most updated overview of your market to monitor your strategy
PATENT MONITOR by KnowMade
A FULL PACKAGE:Starting at the beginning of the year, the KnowMade monitors include the following deliverables:
• An Excel file including the monthly IP database of:
• New patent applications
• Newly granted patents
• Expired or abandoned patents
• Transfer of IP rights through re-assignment and licensing
• Patent litigation and opposition
• Quarterly report including a PDF slide deck with the key facts & figures of thequarter: IP trends over the three last months, with a close look to key IP players andkey patented technologies.
o GaN for Power & RF ElectronicsWafers and epiwafers, GaN-on-SiC, silicon, sapphire or diamond, semiconductordevices such as transistors, and diodes, devices and applications including converters,rectifiers, switches, amplifiers, filters, and Monolothic Microwave Integrated Circuits(MMICs), packaging, modules and systems.
o GaN for Optoelectronics & PhotonicsWafers and epiwafers, GaN-on-sapphire, SiC or silicon; semiconductor devices suchas LEDs and lasers; and applications including lighting, display, visible communication,photonics, packaging, modules and systems.
o Li-ion BatteriesAnodes made of lithium metal, silicon, and lithium titanate (LTO); cathodes made ofLithium Iron Phosphate (LFP), Nickel-Manganese-Cobalt (NMC), Lithium NickelCobalt Aluminium Oxide (NCA), Lithium Nickel Metal Dioxide (LiNiMO2), LithiumMetal Phosphate (LiMPO4), and Lithium Metal Tetroxide (LiMO4); electrolytesincluding liquid, polymer/gel, and solid inorganics; ceramic and other separators;battery cells including thin film/microbattery, flexible, cylindrical and prismatic; andbattery packs and systems.
o Post Li-ion BatteriesBattery technologies including redox-flow batteries, sodium-ion, lithiumsulfur, lithium-air, and magnesium-ion, and their supply chains, including electrodes, electrolytes,battery cells and battery packs/systems.
o Solid-State BatteriesSupply chain including electrodes, battery cells, battery packs/systems andelectrolytes, including polymer, inorganic and inorganic/polymer, inorganic materials,including argyrodites, LIthium Super Ionic CONductor, (LISICONs), Thio-LISICONs,sulfide glasses, oxide glasses, perovskites, anti-perovskites and garnets.
o RF Acoustic Wave FiltersIncluding Surface Acoustic Wave (SAW), Temperature Compensated (TC)- SAW, BulkAcoustic Wave- Free-standing Bulk Acoustic Resonator (BAWFBAR), BAW-Solidly-Mounted Resonator (BAW-SMR), and Packaging.
o RF Power AmplifiersIncluding Low Noise Amplifiers, Doherty Amplifiers, Packaging, and Millimeter-Wavetechnology.
o RF Front-End Modules
o MicrofluidicsFrom components to chips and systems, including all applications.
About Yole Développement | www.yole.fr | ©2019
44
I-MICRONEWS MEDIA
To meet the growing demand for market,
technological and business information,
i-Micronews Media integrates several tools
able to reach each individual contact within its
network.
We will ensure your company benefits from
this
ONL INE ONS ITE INPERSON
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FreeFullPDF.com
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Unique, cost-effective ways
to reach global audiences.
Online display advertising
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for improving your
product/brand visibility. They
are also an efficient way to
adapt with the demands of the
times and to evolve an effective
marketing plan and strategy.
Brand visibility, networking
opportunities
Today's technology makes it
easy for us to communicate
regularly, quickly, and
inexpensively – but when
understanding each other is
critical, there is no substitute
for meeting in-person. Events
are the best way to exchange
ideas with your customers,
partners, prospects while
increasing your brand/product
visibility.
Targeted audience
involvement equals clear,
concise perception of your
company’s message.
Webcasts are a smart,
innovative way of
communicating to a wider
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recording technology.
#15,800+ monthly unique visitors
on i-Micronews.com
#10,900+ weekly readers
of i-Micronews e-newsletter
#110 attendees on average
#7+ key events planned for 2019
on different topics
#380 registrants per webcast on
average to gain new leads for
your business
Contact: Camille Veyrier ([email protected]), Marketing & Communication Director
About Yole Développement | www.yole.fr | ©2019
45
CONTACT INFORMATION
o CONSULTING AND SPECIFIC ANALYSIS, REPORT BUSINESS
• North America:
• Steve LaFerriere, Senior Sales Director for Western US & Canada
Email: [email protected] – + 1 310 600-8267
• Chris Youman, Senior Sales Director for Eastern US & Canada
Email: [email protected] – +1 919 607 9839
• Japan & Rest of Asia:
• Takashi Onozawa, General Manager, Asia Business Development
(India & ROA)
Email: [email protected] - +81 34405-9204
• Miho Ohtake, Account Manager (Japan)
Email: [email protected] - +81 3 4405 9204
• Itsuyo Oshiba, Account Manager (Japan & Singapore)
Email: [email protected] - +81-80-3577-3042
• Korea: Peter Ok, Business Development Director
Email: [email protected] - +82 10 4089 0233
• Greater China: Mavis Wang, Director of Greater China Business
Development
Email: [email protected] - +886 979 336 809
• Europe: Lizzie Levenez, EMEA Business Development Manager
Email: [email protected] - +49 15 123 544 182
• RoW: Jean-Christophe Eloy, CEO & President, Yole Développement
Email [email protected] - +33 4 72 83 01 80
o FINANCIAL SERVICES (in partnership with Woodside Capital
Partners)
• Jean-Christophe Eloy, CEO & President
Email: [email protected] - +33 4 72 83 01 80
• Ivan Donaldson, VP of Financial Market Development
Email: [email protected] - +1 208 850 3914
o CUSTOM PROJECT SERVICES
• Jérome Azémar, Technical Project Development Director
Email: [email protected] - +33 6 27 68 69 33
o GENERAL
• Camille Veyrier, Director, Marketing & Communication
Email: [email protected] - +33 472 83 01 01
• Sandrine Leroy, Director, Public Relations
Email: [email protected] - +33 4 72 83 01 89 / +33 6 33 11 61 55
• Email: [email protected] - +33 4 72 83 01 80
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