5g’s impact on rf front-end industry - i- · pdf file2 table of contents glossary...
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October © 2017
From Technologies to Market
5G’s impact on RF front-end industry:
How will wireless infrastructure and cell
phone terminals change in the next decade ?
2017 sample
2
TABLE OF CONTENTS
Glossary
Report Objectives & Methodologies
Executive Summary
Related reports
1 – INTRODUCTION to 5G
Ecosystem
Use cases
Market segmentation
2 – MARKET FORECASTS
Wireless Infrastructure
Market volume & value
Split by backhaul, macro cells and small cells
Split by device type (PA, LNA, filters, switches)
Split by technology evolution (semiconductor platforms)
Cell Phone Terminals
Market volume & value
Split by air standard
Split by device type (PA, LNA, filters, switches, antenna tuners)
Split by technology evolution (semiconductor platforms)
2 - MARKET FORECASTS (continued)
Global forecasts
Market volume & value
Split by Wireless infrastructure and cellphone
Split by device type (PA, LNA, filters, switches, antenna tuners)
Split by technology evolution (semiconductor platforms)
3 – PLAYERS AND ECOSYSTEM
Infrastructure
Cell phone terminals
4 – EVOLUTION TRENDS
5G Characteristics and future possibilities
Beyond 5G ?
CONCLUSION
YOLE COMPANY PROFILE
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3
RELATED REPORTS
Discover more related reports within our bundle here
©2017 | www.yole.fr | 5G’s impact on RF front-end industry | Sample
4
REPORT OBJECTIVES
Provide a clear understanding of the RF Front-End (RFFE) market and related technologies for the wireless infrastructure and cell phone markets.
Ecosystem identification and analysis:
Determine market dynamics
Technical market description
Economic requirements by segment
Key players by market and analysis
Market size and market forecast in $M, Munits and Wafers
Analysis and description of the market and technologies involved:
Major players on a global basis
Technology identification for different devices and processes
Competing technologies
Main technical challenges
Future directions
Ecosystem
Market
Techno
©2017 | www.yole.fr | 5G’s impact on RF front-end industry | Sample
5
METHODOLOGIES AND DEFINITIONS
Yole’s market forecast model is based on the following elementary structured blocks:
Yole’sanalysis
framework
©2017 | www.yole.fr | 5G’s impact on RF front-end industry | Sample
6
MAIN COMPANIES QUOTED
©2017 | www.yole.fr | 5G’s impact on RF front-end industry | Sample
Ampleon, NXP, Sumitomo Electric, M/A-COM, Qorvo, Qualcomm, Broadcom, Wolfspeed, Infineon, Intel,Murata Manufacturing, Skyworks, Resonant, Akoustis, ACCO Semiconductors, UMS, GlobalFoundries,TOWERJAZZ, TSMC, Win Semiconductors, Samsung, Apple, ZTE, Huawei, Amkor, ASE Group, IQE,Ericsson, Nokia Networks, AT&T, China Mobile, China Telecom, Verizon, Vodafone, NTT Docomo,COMCAST, Orange, Sprint, SK telecom, O2, CISCO, SoftBank, Sprint, Telia, TIM, Telstra, DeutscheTelekom, Bell, m1, Oppo, Vivo, Xiaomi, Lenovo, ZTE, Coolpad, TCL, LG, HTC, Sony, Microsoft, TayioYuden, and many others…
7
SCOPE OF THE REPORT
Only RF components in Front-End modules for cell phones and wireless infrastructureareconsidered in this report
©2017 | www.yole.fr | 5G’s impact on RF front-end industry | Sample
Mobile phones
Mobile Infrastructure
RF front-end components (PA, LNA, filters, switches, antenna tuners)
2G, 3G, 4G, 5G technologies
Modems, transceivers, baseband processors, Wi-fi & Bluetooth modules…
Antennas, IPDs, …
Topics NOT included in the report
Focus of the report
8
LTE-A
Pro
CELLULAR TECHNOLOGY DEVELOPMENT
From 2G to 5G: Less than a 30 years’ journey
©2017 | www.yole.fr | 5G’s impact on RF front-end industry | Sample
1992 1997 2001 2007 2010 2013 2018 2020
GSM GPRS EDGE
CDMA CDMA2000 1xRTTCDMA2000
1xEV-DO
WCDMA
TD-SCDMA
TD-CDMA
All belong
to UMTS
technology
EV-DO Rev
A/B/C
HSPA HSPA+
TD-HSPA
TDD-LTE
FDD-LTE
TDD-
LTE-
Advanced
FDD-
LTE-
Advanced
5G sub-6GHz 5G mmWave
2G 2.5G 2.75G/Pre-3G 3G 3.5G 3.9G/Pre-4G 4G Pre-5G 5G4.5G
Other standards from IEEE family
including WiMAX and iBurst
It takes around 10 years between two cellular generations, including a long transition phase with intermediate technologies.
Will be a globally
unified standard!
9
5G HAS 3 MAIN ASPECTS…
eMBB, mMTCURLLC:
extreme Mobile Broadband, massive Machine Type Communication and Ultra Reliable Low Latency Communication, and more…
Courtesy of Nokia
Next Generation Mobile Networks Alliance (NGMN) is pushing for specs for 5G to be:
40 times faster than 4G while supporting up to 1 million connections per square kilometer.
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10
5G ECOSYSTEM
©2017 | www.yole.fr | 5G’s impact on RF front-end industry | Sample
Enhanced Mobile
broadband
Massive machine
type communicationUltra-reliable and low
latency communications
5G
Chip
manufacturer
Mobile
Living
Smart
Home/building
Standards
and software
Telecom and
ISP Provider
Internet
giants
Foundry and
Manufacturing
Equipment and
Material
Robotic
and drone
System
supplier
4K
Video
VR/AR
Industrial
Automation
Autonomous
vehicle
Cloud
Computing
Mission
critical
application
Finance
Technology
Tele
presence
11
5G TIMEFRAME
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2012 2013 2014 2015 2016 2017 2018 2019 2020 2020+
*WRC: World Radio-communication Conference
Trials and CommercializationStandardizationPre-standardizationExploratory Research
Evaluation &
Specification
Proposal
Submission
Requirements &
MethodologyVision, Technology & Spectrum
WRC12 WRC15 WRC19
Release 16 & 5G
Enhance
First Release
White PaperTrial
Standards
finalized
(1st release)
IoT tests and
deployments
Today
*Source: ITU, 3GPP, NGMN
Requirements
and feasibility
RAN #74 RAN #78 RAN #80
Stage 3 completion for
Non-Standalone 5G-NRStage 3 completion for
Standalone 5G-NR
Release 15 & 5G
(sub 40GHz)Release 14 & 5GRelease 10-13
Feb 2018
PyeongChang Olympics
July 2020
Tokyo Olympics
12
FUTURE SPECTRUM FOR 5G – AVAILABLE SPECTRUM BY GEOGRAPHICAL AREA
©2017 | www.yole.fr | 5G’s impact on RF front-end industry | Sample
Europe
China
Japan
Korea
USA
Coverage
600MHz 2.6GHz
Capacity High Throughput
3.4 3.8
3.3 3.6 4.4 4.5 4.8 5
3.6 4.2 4.4 4.9
3.4 3.7
4.23.73.1 3.55 27.5 28.35 37 40 64 71
27.5 28.28
26.5 39
27.524.25 37 43.5
27.524.25
Source: GSMA
?
?
?
?
13
TIME TO MARKET FOR DIFFERENT TELECOM APPLICATIONS
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Low Power
Wireless
2G/3G
4G
Pre 5G
5G mmWave
MBBCapacity &
Coverage
eMBBUltra High Capacity
& mmWave RAN
Massive MTCLow Power & Small
signal
Time
Critical
MTCLatency &
Reliability
MBB: Mobile Broadband
eMBB: enhanced MBB
MTC: Machine Type Communication
Courtesy of NXP
14
REQUIREMENTS FOR 5G
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User-Driven Requirements
Battery life
Per-user Data rate
and latency
Robustness and
Resiliency
Mobility
Seamless User
Experience
Context-Aware
Network
Network-Driven Requirements
Scalability Capacity Cost Efficiency
Automated system
management and configuration
Network
Efficiency
Energy
EfficiencyCoverage Security
Diverse
Spectrum Operation
Unified System
Framework
15
KEY ENABLING TECHNOLOGIES FOR 5G
To allow larger spectrum, larger number of connections and narrower transmission time intervals…
©2017 | www.yole.fr | 5G’s impact on RF front-end industry | Sample
Larger number of
connections
Narrower transmission
time intervals and redesign
of network structure
Carrier
Aggregation
mmWave
Massive
MIMO
Small
Cells
Beam
Forming
Enhanced Mobile
broadband
Massive machine
type communication
Ultra-reliable and low
latency communications
Larger spectrum for
higher bandwidth
Band
Re-farming
16
20252024
2023
2022
2021
2020
2019
2018
20170
0.3
0.5
1
2
3
45
1015
20
Fre
quency
(GH
z)
5G APPLICATIONS: TIMELINE AND MAIN TECHNICAL SPECIFICATIONS
©2017 | www.yole.fr | 5G’s impact on RF front-end industry | Sample
4K video streaming
New Gaming Content
Wireless VR
AR
Port Management
Medical Robot
Industrial Automation
Smart City
Remote Surveillance
360° Video Telepresence
Drone Delivery
Autonomous Vehicle
Agriculture
Real-time Translation
Advanced AI assistant
Connected
Wearable
Cloud Computing
Connected Home
Smart Grid
Asset Tracking
Shared Utilities
Robotic Service
SUB-1 GHZ
SUB-6 GHZ
MMWAVE (>24GHZ)
17
20252024
2023
2022
2021
2020
2019
2018
20170
0.3
0.5
1
2
3
45
1015
20
Fre
quency
(GH
z)
5G APPLICATIONS: TIMELINE AND MAIN TECHNICAL SPECIFICATIONS
©2017 | www.yole.fr | 5G’s impact on RF front-end industry | Sample
4K video streaming
New Gaming Content
Wireless VR
AR
Port Management
Medical Robot
Industrial Automation
Smart City
Remote Surveillance
360°Video Telepresence
Drone Delivery
Autonomous Vehicle
Agriculture
Real-time
Translation
Advanced AI
assistant
Connected
Wearable
Cloud Computing
Connected Home
Smart Grid
Asset Tracking
Shared Utilities
Robotic Service
18
OSAT services
RF COMPONENT AND MODULE SUPPLY CHAIN (KEY PLAYERS)
©2017 | www.yole.fr | 5G’s impact on RF front-end industry | Sample
RF component stage
FEM stage
Handset device stage
Antenna device
(tuner & switch)
RF switch
PA/LNA
RF filter
Platform providers(Module maker + test + assembly)
Pure players Integrated players
Discrete components Integrated modules
CMOS-based
5G mmWave FEM
19
Backhaul
FUTURE CELLULAR NETWORK STRUCTURE AND BASE STATIONS
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Copper
Fiber
HFC
Aggregation
node
Core
Node
Mobile Core
Network
mmWave
Satellite
Fiber
mmWave
mmWave
Fiber
Macro cell
BackhaulRAN(Radio Access Network)
Backbone
Small cells
Fiber
Relay node
RAN(Radio Access Network)
Internet
Data Center
mmWave
20
Macrocell(~100W)
FUTURE DEVELOPMENT IN TELECOM BASE STATIONS
User capacity and coverage
Main semiconductor material platforms and associated market size evolution
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Indoor Outdoor
64 Users
32 Users
4 Users
Cap
acity
Source: ZTE / YoleHousehold
Femtocell
(~20mW)
200m100m20m 2km 10km
Entreprise
Femtocell
(~200mW)
Microcell(~10W)
Coverage
21
AND MANY MORE INFORMATION
©2017 | www.yole.fr | 5G’s impact on RF front-end industry | Sample
Not long ago 5G was just a dream, one that motivated a new mobile generation: the dream of a single persuasive technology that could provide any service to any user, anywhere.
Today, 5G is more than a dream – it’s a hot topic. Every telecom operator, base station manufacturer, small-cell manufacturer, and user-equipment provider is working on 5G, in either one or all three of its aspects:
5G’S IMPACT ON THE RF FRONT-END INDUSTRYMarket & Technology report - October 2017
WHICH APPLICATIONS ARE DRIVING 5G, AND WHEN WILL THEY BE IMPLEMENTED?
How will wireless infrastructure and cell phone terminals change in the next decade?
KEY FEATURES OF THE REPORT Get the sample of the report on www.i-Micronews.com• 5G market segmentation and
ecosystem• 2015 - 2025 market landscape
and forecast, including revenue by end-market (infrastructure vs. cell phone), RFFE component type, players, and volume
• Roadmap for technology evolution and future developments
• RF front-end industry strategy
REPORT OBJECTIVES•Ecosystemidentificationand
analysis:> Determine the 5G market’s
dynamic> Technical market description> Economic requirements, by
segment> Key players, by market and
analysis> Market size and forecast in $M,
Munits, and WSPY• Market analysis and description,
and technologies involved:> Major players worldwide>Technologyidentificationfor
different devices and processes> Competing technologies> Main technical challenges> Future direction
Key enabling technologies for 5G
Larger number of connections
Narrower transmission time intervals and redesign of network structure
Massive MIMO
Small cells
Enhanced mobile broadband
Massive machine type communication
Ultra-reliable and low latency communications
Larger spectrum for higher bandwidth
mmWave
Carrier aggregation
Beam forming
Band re-farming
(Yole Développement, October 2017)
• 5G for the Internet-of-Things (IoT): with frequency below 1 GHz for IoT devices requiring low data rates, along with long-range coverage and at a low cost. Technologies are already available, including short-range radio/WiFi and dedicated networks like SigFox and LoRa. These collaborative protocols are designed specifically for low power, and they can already achieve a 10-year battery lifetime. So the questions are: what would 5G bring to the IoT? Will the IoT be a massive opportunity, or just a niche area for 5G?
• 5G Sub-6GHz: with a frequency below 6GHz marking the actual 4G technology’s evolution with massive MIMO, more carrier aggregation and more front-end module integration will push the limits of current technologies. The initial phase aims to use existing base station sites for 3.5/4.5 GHz to simplify 5G introduction. 5G can also be deployed on a shared spectrum, i.e. 3.5 GHz in the U.S. and in unlicensed spectrums like 5 GHz. This approach presents new opportunities for enterprises and industries to
benefit from 5G technology without the need for a licensed spectrum.
• 5G mmWave: possesses a frequency above 10 GHz - typically 28GHz, 39 GHz, or 60 GHz for short-range, high data-rate exchanges. Today, two specific use-cases are observed in the US and Korea:> Fixed wireless access for Verizon and AT&T in
the US. Trials are progressing, and deployment phases are scheduled in around 15 US cities.
> 5G trial services will support the February 2018 Winter Olympics Games in Korea for KT.
Both use cases have their own specifications, and their common ground is a 28 GHz spectrum to access wider bandwidth and higher data rate. Furthermore, in 2019 Qualcomm is committed to bringing a 5G mmWave phone to market. This will require extensive R&D to solve antenna integration issues and devise a 5Gmm Wave RF front-end (RFFE) that can sustain the cell phone industry’s performance, miniaturization, and cost pressures.
5G’S IMPACT ON THE RF FRONT-END INDUSTRY
5G WILL FEATURE A HIGH LEVEL OF COMPLEXITY AND DISRUPTION
5G should integrate mobile broadband, the IoT, and advanced automation like autonomous cars, all in a single standard technology. As previously stated, 5G has
three aspects: IoT, sub-6GHz, and mmWave. In terms of RF technologies, this would mean bringing together devices that require extremely dissimilar performance.
From an infrastructure point of view, major investments have already been made. Telecom operators and base stations/small cell providers are at the trial stage, performing real-world tests.
In the U.S., Verizon and AT&T are pushing hard for 5G Fixed Wireless Access by performing trials and entering deployment phases in around 15 US cities: Austin (TX), Dallas (TX), Houston (TX), San Francisco (CA), Atlanta (Georgia), Denver (CO), Miami (FL), Seattle (WA), Washington D.C., and
others. The providers have partnered with companies like Cisco Systems Inc., Ericsson LM, Nokia Corp., and Samsung on the infrastructure side.
In fact there are many 5G initiatives worldwide, and lucrative business opportunities are right around the corner.
Global mobile data traffic is growing at an astonishing rate, with a >40% CAGR predicted from 2017 - 2022. Cell phones will be the platform of choice for the maturation and implementation of 5G technologies. New applications and use-cases like augmented reality/virtual reality and autonomous vehicles will benefit from this technology maturation step. However, many technical challenges remain before 5G can be considered a success.
For wireless infrastructure, obstacles exist in terms of significant technology overhaul and installation of a large number of smaller local cells to assure signal quality, power efficiency, and thermal dissipation optimization. This will put pressure on power amplifier technology, smart antenna integration and cost, and packaging materials for the RFFE.
For cell phone terminals, challenges are related to smart antenna integration and RFFE miniaturization, cost, and performance. This will put pressure on all RFFE components (filters, switches, PAs, LNAs, antenna tuners) and on the packaging technologies able to create small form-factors in all directions (X, Y, Z) and embed low K dielectrics and low-loss interconnects for good signal integrity.
5G applications: timeline and main technical specifications
(Yole Développement, October 2017)
2025 2024 2023
2022 2021
2020 2019
2018
2017 0 0.3
0.5 1
2 3
4 5
10 15
20
Data Rate (Gbps)
Freq
uenc
y(G
Hz)
4K video streaming
New Gaming Content
Wireless VR
AR
Port Management
Remote Surveillance
360° Video Telepresence
Drone Delivery
Agriculture
Advanced AI assistant
Connected Wearable
Cloud Computing
Connected Home
Smart Grid
Asset Tracking
Shared Utilities
SUB-1 GHZ
SUB-6 GHZ
MMWAVE (>24GHZ)
Robotic Service
Autonomous Vehicle
Medical Robot
Industrial Automation
Smart City
Real-time Translation
5G TRIALS ARE IN PLACE AND GAINING MOMENTUM!
Enhanced mobile broadband
Massive machine type communication
Ultra-reliable and low latency communications
5G
Chip manufacturer
Mobile Living
Smart Home/building
Standards and software
Telecom and ISP provider
Internet giants
Foundry and manufacturing
Equipment and material
Robotic and drone
System supplier
4K Video
VR/AR
Industrial Automation
Autonomous vehicle
Cloud Computing
Mission critical application
Finance Technology
Tele presence
5G ecosystem
(Yole Développement, October 2017)
Find more details about
this report here:
MARKET & TECHNOLOGY REPORT
COMPANIES CITED IN THE REPORT (non exhaustive list)Ampleon, NXP, Sumitomo Electric, M/A-COM, Qorvo, Qualcomm, Broadcom, Wolfspeed, Infineon, Intel, Murata Manufacturing, Skyworks, Resonant, Akoustis, ACCO Semiconductors, UMS, GlobalFoundries, TOWERJAZZ, TSMC, Win Semiconductors, Samsung, Apple, Huawei, Amkor, ASE Group, IQE, Ericsson, Nokia Networks, AT&T, China Mobile, China Telecom, Verizon, Vodafone, NTT Docomo, COMCAST, Orange, Sprint, SK telecom, O2, CISCO, SoftBank, Telia, TIM, Telstra, Deutsche Telekom, Bell, m1, Oppo, Vivo, Xiaomi, Lenovo, ZTE, Coolpad, TCL, LG, HTC, Sony, Microsoft, Tayio Yuden, and many others.
AUTHORSClaire Troadec is leading the RF activity at Yole Développement. She has been a member of the MEMS manufacturing team from 2013. She graduated from INSA Rennes in France with an engineering degree in microelectronics and material sciences. She then joined NXP Semiconductors, and worked for 7 years as a CMOS process integration engineer at the IMEC R&D facility. During this time, she oversaw the isolation and performance boost of CMOS technology node devices from 90 nm down to 45 nm. She has authored or co-authored seven US patents and nine international publications in the semiconductor fieldand before joining Yole Développement managed her own distribution company.
Glossary 3
Report objectives & methodologies 5
Executive summary 6
Related reports 23
Introduction to 5G 25> Ecosystem> Use cases> Market segmentation
Market forecasts 75> Wireless infrastructure
- Market volume & value- Split by backhaul, macro cells, and small cells- Split by device type (PA, LNA, filters, switches)- Split by technology evolution (semiconductor
platforms)> Cell phone terminals
- Market volume & value
- Split by air standard- Split by device type (PA, LNA, filters,
switches, antenna tuners)- Split by technology evolution (semiconductor
platforms)> Global forecasts
- Market volume & value- Split by wireless infrastructure and cellphone- Split by device type (PA, LNA, filters,
switches, antenna tuners)- Split by technology evolution (semiconductor
platforms)
Players and ecosystem 105> Infrastructure> Cell phone terminals
Evolution trends 125> 5G characteristics and future possibilities> Beyond 5G?
Conclusion 145Yole Développement company profile 152
TABLE OF CONTENTS
Hence this highly complex mix implies different implementation stages, and 5G’s various aspects will not be implemented simultaneously. 5G IoT, 5G sub-6GHz, and 5G mmWave will follow their own paths and create parallel ecosystems with connections in-between.
As 5G cell phone and wireless infrastructure technology matures, applications will emerge. This will take time, and many players are already positioning themselves for a slice of the pie. New business models will thus emerge: for example, some Telecom operators, mainly American ones like Verizon and AT&T, are deploying pre-5G networks (with their own standards) targeting residential broadband as an alternative to fiber. Qualcomm is open about its desire to be the first to introduce a 5G mmWave for cell phones, but other players are exploring this too - the usual mainstream suspects such as Intel and Samsung, followed by leading RF CMOS/SOI foundries like
GLOBALFOUNDRIES, TOWERJAZZ, UMC, TSMC, etc.
Ultimately, what we are really lacking today are 5G standards. These are on the way though, via major organizations like ITU, 3GPP, and ngmn. In 2018, ITU will submit a proposal on 5G. 3GPP agreed on an intermediate milestone for the early completion of the non-standalone (NSA) 5G NR mode for the enhanced Mobile BroadBand (eMBB) use-case by March 2018. 3GPP also restated its commitment to complete the Standalone (SA) 5G NR mode by September 2018, and has a plan in place to achieve this goal.
The next few years in the RF industry will be extremely exciting and challenging. Through technology standardization, prototyping, trialing, and ecosystem creation, 5G will become a reality. This will require time, but the voyage is already underway, so stay tuned. The promise is a huge business opportunity.
• RF Power Market and Technologies 2017: GaN, GaAs, and LDMOS
• RF Front-End SiP for Cell Phones 2017• Smartphone RF Front-End Module Review• Taiyo Yuden SAW and BAW Band 7 Duplexer
integrated into Skyworks’ System in Package• Avago AFEM8030 in iPhone 6s Plus FBAR-
BAW Mid-Band Filter
Find all our reports on www.i-micronews.com
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Zhen Zong works as an analyst for Power E lec t ron ics and Compound Semiconductors technologies and market at Yole Développement, the “More than Moore” strategy consulting and market research company. He graduated from INSA Lyon with an engineering degree in material sciences, specialized in semiconductor devices and Micro/Nano technologies.
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• Communication & webcast
services
• Events: TechDays, forums,…
www.i-Micronews.com
4©2017 | www.yole.fr | About Yole Développement
A GROUP OF COMPANIES
Market, technology
and strategy
consulting
www.yole.fr
Due diligence
www.yole.fr
Manufacturing costs analysis
Teardown and reverse engineering
Cost simulation tools
www.systemplus.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
5©2017 | www.yole.fr | About Yole Développement
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
Europe office
Frankfurt
Hsinchu
Tokyo
Yole Inc.
Phoenix
Yole Korea
Seoul
Palo Alto
6©2017 | www.yole.fr | About Yole Développement
ANALYSIS SERVICES - CONTENT COMPARISON
Multi-
Customers
Action
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
High
Low
7©2017 | 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 and
end-users
Device manufacturers
Suppliers: material, equipment,
OSAT, foundries…
Financial investors,
R&D centers
8©2017 | 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
9©2017 | www.yole.fr | About Yole Développement
o Yole Développement publishes a comprehensive collection of market & technology reports and patent analysis in:
• MEMS & Sensors
• RF devices & technologies
• Imaging
• Medical technologies (MedTech)
• Photonics
• Advanced packaging
• Manufacturing
• Advanced substrates
• Power electronics
• Batteries and energy management
• Compound semiconductors
• Solid state lighting
• Displays
o You are looking for:
• An analysis of your product market
• A review of your competitors evolution
• An understanding of your manufacturing and production costs
• An understanding of your industry technology roadmap and related IPs
• A clear view on the evolution of the supply chain
The combined team of 60+ experts (PhDs, MBAs, industry veterans…) from Yole Développement, System Plus Consulting and KnowMade, collect information, identifythe trends, the challenges, the emerging markets, the competitive environments and turn it into results to give you a complete picture of your industry landscape.
In the past 19 years, we worked on more than 2 000 projects, interacting with technology professionals and high level opinion makers from the main players of theindustry.
o Every year, Yole Développement, System Plus Consulting and Knowmade publish +120 reports. Gain full benefit from our Bundle and Annual Subscription offers.
REPORTS COLLECTION
www.i-Micronews.com
10©2017 | www.yole.fr | About Yole Développement
OUR 2017 REPORTS PLANNING (1/2)
MARKET AND TECHNOLOGY REPORTS by Yole Développement
o MEMS & SENSORS
− Acoustic MEMS and Audio Solutions 2017
− Integrated Passive Devices Market Status 2017
− 3D Imaging & Sensing 2017
− Status of the MEMS Industry 2017
− Silicon Photonics 2017*
− MEMS & Sensors for Automotive 2017
− High End Inertial Sensors for Defense and Industrial Applications 2017*
− Magnetic Sensors Market and Technologies 2017
− Sensors and Sensing Modules for Smart Homes and Buildings 2017
− Sensing and Display for AR/VR/MR 2017**
− MEMS Packaging 2017
− Fingerprint Sensor Applications and Technologies - Consumer Market Focus 2017
o RF DEVICES AND TECHNOLOGIES
− RF Front End Modules and Components for Cellphones 2017
− Advanced RF SiP for Cellphones 2017
− 5G Impact on RF Industry: From Wireless Infrastructure to Cellphone Terminals
2017
− RF Technologies for Automotive Applications 2017
− GaN and Si LDMOS Market and Technology Trends for RF Power 2017
o MANUFACTURING
− Glass Substrate Manufacturing 2017
− Equipment & Materials for Fan Out Technology 2017
− Equipment and Materials for 3D TSV Applications 2017
− Emerging Non Volatile Memories 2017*
o MEDTECH
− Status of the Microfluidics Industry 2017
− Solid State Medical Imaging 2017
− Connected Medical Devices: the Internet of Medical Things 2017
− Sensors for Medical Robotics 2017
− Artificial Organs: Market & Technology Analysis 2017
− Organs-on-a Chip 2017
o ADVANCED PACKAGING
− Advanced Substrates Overview 2017
− Integrated Passive Devices Market Status 2017
− Status of the Advanced Packaging Industry 2017
− Fan Out Packaging: Market & Technology Trends 2017*
− 3D TSV and 2.5D Business Update - Market and Technology Trends 2017
− Advanced QFN: Market & Technology Trends 2017**
− MEMS Packaging 2017
− Advanced Packaging for Memories 2017
− Advanced RF SiP for Cellphones 2017
− Power Packaging Market and Technology Trends 2017
− Embedded Die Packaging: Technologies and Markets Trends 2017
o IMAGING & OPTOELECTRONICS
− 3D Imaging & Sensing 2017
− Status of the CMOS Image Sensor Industry 2017*
− Camera Module for Consumer and Automotive Applications 2017*
− Uncooled Infrared Imaging Technology & Market Trends 2017*
− Solid State Medical Imaging 2017
− Embedded Software for Machine Vision Systems 2017**
o BATTERY AND ENERGY MANAGEMENT
− Status of the Rechargeable Li-ion Battery Industry*2016 version still available / **To be confirmed
11©2017 | www.yole.fr | About Yole Développement
OUR 2017 REPORTS PLANNING (2/2)o POWER ELECTRONICS
− Status of Power Electronics Industry 2017
− Power MOSFET 2017: Market and Technology Trends
− IGBT Market and Technology Trends 2017
− Power Module Packaging: Material Market and Technology Trends 2017
− Power SiC 2017: Materials, Devices, and Applications
− Power GaN 2017: Materials, Devices, and Applications*
− Materials Market Opportunities for Cellphone Thermal Management (Battery
Cooling, Fast Charging, Data Processing, etc.) 2017
− Gate Driver Market and Technology Trends 2017
− Power Management ICs Market Quarterly Update 2017
− Integrated Passive Devices Market Status 2017
− Thermal Management for LED and Power 2017
o COMPOUND SEMICONDUCTORS
− Power SiC 2017: Materials, Devices, and Applications
− Power GaN 2017: Materials, Devices, and Applications*
− GaN and Si LDMOS Market and Technology Trends for RF Power 2017
− 5G Impact on RF Industry: From Wireless Infrastructure to Cellphone Terminals
2017
− Bulk GaN Substrate Market 2017
o DISPLAYS
− MicroLED Displays 2017
− MicroLED IP 2017
− Quantum Dots for Display Applications 2017
− Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays
o SOLID STATE LIGHTING
− UV LEDs 2017 - Technology, Manufacturing and Application Trends*
− Horticultural Lighting 2017 - Technology, Industry and Market Trends
− Automotive Lighting 2017 - Technology, Industry and Market Trends*
− Active Imaging and Lidar 2017 - IR Lighting**
− LED Lighting Module 2017 - Technology, Industry and Market Trends
− IR LEDs and VCSELs - Technology Applications and Industry Trends 2017
− Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays
− MicroLED Displays 2017
− CSP LED Lighting Module 2017
− LED Packaging 2017
− Thermal Management Technology and Market Perspectives in Power Electronics
and LEDs 2017
PATENT ANALYSIS by Knowmade
− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping 2017
− Patent Licensing Companies in the Semiconductor Market - Patent Litigation Risk
and Potential Targets 2017
− MEMS Microphone: Patent Landscape Analysis 2017
− Knowles MEMS Microphones in Apple iPhone 7 Plus Patent-to-Product Mapping
− Microbolometer: Patents Used in Products 2017
− Microfluidic Technologies for Diagnostic Applications Patent Landscape 2017
− Pumps for Microfluidic Devices Patent Landscape
− III-N Patent Watch
− MicroLEDs: Patent Landscape Analysis 2017
− Uncooled Infrared Imaging: Patent Landscape Analysis 2017
− 3D Monolithic Memory: Patent Landscape Analysis 2017
− NMC Lithium-Ion Batteries Patent Landscape Analysis
− FLUIDIGM Patent Portfolio Analysis
TEARDOWN & REVERSE COSTING by System Plus Consulting More than 60 teardowns and reverse costing analysis and cost simulation tools to be
published in 2017.
*2016 version still available / **To be confirmed
12©2017 | www.yole.fr | About Yole Développement
OUR 2016 PUBLISHED REPORTS LIST (1/2)
MARKET AND TECHNOLOGY REPORTS by Yole Développement
o MEMS & SENSORS
− Gas Sensors Technology and Market 2016
− Status of the MEMs Industry 2016
− Sensors for Cellphones and Tablets 2016
− Market and Technology Trends of Inkjet Printheads 2016
− Sensors for Biometry and Recognition 2016
− Silicon Photonics 2016
o IMAGING & OPTOELECTRONICS
− Status of the CMOS Image Sensor Industry 2016
− Uncooled Infrared Imaging Technology & Market Trends 2016
− Imaging Technologies for Automotive 2016
− Sensors for Drones & Robots: Market Opportunities and Technology Evolution 2016
o MEDTECH
− BioMEMS 2016
− Point of Care Testing 2016: Application of Microfluidic Technologies
o ADVANCED PACKAGING
− Embedded Die Packaging: Technology and Market Trends 2017
− 2.5D & 3D IC TSV Interconnect for Advanced Packaging: Business Update 2016
− Fan-Out: Technologies and Market Trends 2016
− Fan-In Packaging: Business update 2016
− Status and Prospects for the Advanced Packaging Industry in China 2016
o MANUFACTURING
− Thin Wafer Processing and Dicing Equipment Market 2016
− Emerging Non Volatile Memories 2016
o COMPOUND SEMICONDUCTORS
− Power GaN 2016: Epitaxy and Devices, Applications and Technology Trends
− GaN RF Devices Market: Applications, Players, Technology and substrates 2016
− Sapphire Applications & Market 2016: from LED to Consumer Electronics
− Power SiC 2016: Materials, Devices, Modules, and Applications
o LED
− UV LED Technology, Manufacturing and Applications Trends 2016
− OLED for Lighting 2016 – Technology, Industry and Market Trends
− Automotive Lighting: Technology, Industry and Market Trends 2016
− Organic Thin Film Transistor 2016: Flexible Displays and Other Applications
− Sapphire Applications & Market 2016: from LED to Consumer Electronics
o POWER ELECTRONICS
− Power Electronics for EV/HEV 2016: Market, Innovations and Trends
− Status of Power Electronics Industry 2016
− Passive Components Technologies and Market Trends for Power Electronics 2016
− Power SiC 2016: Materials, Devices, Modules, and Applications
− Power GaN 2016: Epitaxy and Devices, Applications, and Technology Trends
− Inverter Technologies Trends & Market Expectations 2016
− Opportunities for Power Electronics in Renewable Electricity Generation 2016
− Thermal Management Technology and Market Perspectives in Power Electronics and
LEDs 2017
− GaN RF Devices Market: Applications, Players, Technology and substrates 2016
o BATTERY AND ENERGY MANAGEMENT
− Beyond Li-ion Batteries: Present and Future Li-ion Technology Challengers 2016
− Stationary Storage and Automotive Li-ion Battery Packs 2016
− Opportunities for Power Electronics in Renewable Electricity Generation 2016
13©2017 | www.yole.fr | About Yole Développement
OUR 2016 PUBLISHED REPORTS LIST (2/2)
PATENT ANALYSIS by Knowmade
− Microbattery Patent Landscape Analysis
− Miniaturized Gas Sensors Patent Landscape Analysis
− 3D Cell Culture Technologies Patent Landscape
− Phosphors and QDs for LED Applications Patent Landscape
− TSV Stacked Memory Patent Landscape
− Fan-Out Wafer Level Packaging Patent Landscape Analysis
TEARDOWN & REVERSE COSTING by System Plus Consulting More than 45 teardowns and reverse costing analysis and cost simulation tools published
in 2016.
MORE INFORMATION
o All the published reports from the Yole Group of Companies are available on our website
www.i-Micronews.com.
o Ask for our Bundle and Annual Subscription offers: With our bundle offer, you choose the
number of reports you are interested in and select the related offer. You then have up to 12
months to select the required reports from the Yole Développement, System Plus Consulting
and KnowMade offering. Pay once and receive the reports automatically (multi-user format).
Contact your sales team according to your location (see the last slide).
14©2017 | www.yole.fr | About Yole Développement
MICRONEWS MEDIA
o About Micronews Media
To meet the growing demand for market,
technological and business information,
Micronews Media integrates several tools able
to reach each individual contact within its
network.We will ensure you benefit from this.
ONLINE ONSITE INPERSON
@Micronews e-newsletter
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15©2017 | www.yole.fr | About Yole Développement
CONTACT INFORMATION
o CONSULTING AND SPECIFIC ANALYSIS
• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: [email protected] – +1 31 06 008 267
• Japan & Rest of Asia: Takashi Onozawa, General Manager, Asia Business DevelopmentEmail: [email protected] - +81 3 4405 9204
• Greater China: Mavis Wang, Director of Greater China Business DevelopmentEmail: [email protected] - +886 979 336 809
• RoW: Jean-Christophe Eloy, CEO & President, Yole DéveloppementEmail [email protected] - +33 4 72 83 01 80
o REPORT BUSINESS
• North America: Steve LaFerriere, Director of Northern America Business DevelopmentEmail: [email protected] – +1 31 06 008 267
• Europe: Lizzie Levenez, EMEA Business Development ManagerEmail: [email protected] - +49 15 123 544 182
• Rest of Asia: Takashi Onozawa, General Manager, Asia Business DevelopmentEmail: [email protected] - +81 3 4405 9204
• Japan & Asia: Miho Othake, Account ManagerEmail: [email protected] - +81 3 4405 9204
• Greater China: Mavis Wang, Director of Greater China Business DevelopmentEmail: [email protected] - +886 979 336 809
o FINANCIAL SERVICES (in partnership with Woodside Capital Partners)
• Jean-Christophe Eloy, CEO & PresidentEmail: [email protected] - +33 4 72 83 01 80
o GENERAL
• Public Relations: [email protected] - +33 4 72 83 01 89
• Email: [email protected] - +33 4 72 83 01 80
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