Advanced RF System-in-Package for Cellphones 2019 - From Technologies to Market - OIC
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
TABLE OF CONTENTS o Introduction 3 o RF SiP packaging 81 o Market forecasts 189 • Methodology • Technology & trends • Cellphone forecast by type & air • Report synergies • Interconnection trends standards • Objectives, scope, definitions • Challenges & requirements for 5G • RF components packaging market at wafer-level & SiP level • Advanced packaging platforms • Antenna in package • RF SiP Forecasts in units & market • Roadmap • By cellphones category o Executive summary _______18 • EMI Shielding • By air standards o Packaging substrate materials for • By types of SiP modules 5G 150 o Market drivers and dynamics _45 • Wafer starts for RF SiP • Evolution of cellular networks • Interconnects trend forecast • Nature of 5G o Players and supply chain 170 • OSATs vs IDMs packaging market o Disruptions and opportunities • Player landscape and positioning trend o RF SiP in smartphones 66 • Company strategies o Conclusion 221 o Architectures o Trend for 5G o Yole Développement presentation 225 Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 2
ABOUT THE AUTHOR Biography & contact Santosh Kumar Santosh Kumar is currently working as Principal Analyst and Director Packaging, Assembly & Substrates, Yole Korea. He is involved in the market, technology and strategic analysis of the microelectronic assembly and packaging technologies. His main interest areas are advanced IC packaging technology including equipment & materials. He is the author of several reports on fan- out / fan-in WLP, flip chip, and 3D/2.5D packaging. He received the bachelor and master degree in engineering from the Indian Institute of Technology (IIT), Roorkee and University of Seoul respectively. He has published more than 40 papers in peer reviewed journals and has obtained 2 patents. He has presented and given talks at numerous conferences and technical symposiums related to advanced microelectronics packaging. contact: kumar@yole.fr Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 3
COMPANIES CITED IN THE REPORT (non-exhaustive list) Amkor (J-Devices, Nanium), Acco, Apple, ASE Group, AT&T, Avago Technologies, Broadcom, Cavendish Kinetics, Cisco, Deca Technologies, Ericsson, GLOBALFOUNDRIES, Google, HiSilicon, Huawei, Infineon, Intel, JCET/STATS ChipPAC, Lenovo, LG, Marvell, Mediatek, Nepes, NXP Semiconductors (Freescale), Murata, NTT Docomo, ON Semiconductor, OPPO, Panasonic, Peregrine Semiconductor/Murata, Powertech Technology, Qorvo (RFMD, Triquint), Qualcomm (RF360), Samsung, Skyworks Solutions, Soitec, Spreadtrum, SPIL, Sprint, TDK-EPCOS, TSMC, Wisol, Xiaomi, ZTE and more… Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 4
REPORT METHODOLOGY Market forecast methodology Market segmentation methodology Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 5
REPORT METHODOLOGY Technology analysis methodology Information collection Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 6
WHO SHOULD BE INTERESTED IN THIS REPORT? RF component manufacturers Mobile phone OEMs • Evaluate market potential of future technologies and products • Evaluate market potential of future technologies and products to differentiate your products • Understand the differentiated value of your products and technologies in this market • Evaluate the benefits of using these new technologies in your end system, design architectures for the next generation of systems • Build a roadmap for modules: which type of modules? When? • Screen potential new suppliers able to provide new functionalities, • Identify new business opportunities or cost and size savings • Identify potential strategic partners or technology providers • Monitor and benchmark your competitor’s advancements R&D centers • Assess market potential and trends about future technologies and RF foundries, material and equipment suppliers, products packaging houses • Distinguish the best candidates for technology transfer • Understand what are the components and technologies that will drive the volumes in 2023 • Identify new business opportunities and prospects Financial & strategic investors • Understand the structure and value chain of RF cellular technology RF and component specialists (manufacturers, • Estimate the potential of new technologies such as SOI, RF fabless), transceiver, modem, software vendors… MEMS,… • Spot new opportunities and define diversification strategies linked • Get the list of the main key players and emerging start-ups of this to RF components industry worldwide Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 7
KEY FEATURES OF THIS REPORT The “RF SiP for Cellphones 2019” is the update of the of the “Advanced RF SiP for Cellphones 2017” report.The objectives of the report are as follows: Market overview o Drivers and dynamics for 5G flavors: 5G mmWave and 5G sub 6 GHz o Disruptions and opportunities thereof o Focus on various SiP architectures in RF Front-End of cellphones o Focus on both cellular and connectivity RF Front End modules o Market forecast to include both wafer level & SiP level revenue o RF Front End SiP forecast in Revenue,Wafers, Units by Technology trends and forecasts o Cell phone category/type o RF Front-End multi-die System-in-Package challenges and technology o By cellular & Wi-Fi standards requirements for 5G sub 6 GHz and 5G mmWave (>24 GHz) bands o By various types of RF Front End SiPs o 5G SiP packaging roadmaps for smartphone Front-End o Interconnects trends forecsat for RF SiP o Packaging trends for both cellular & connectivity modules o Antenna in Package (AiP) trends for 5G mmWave o Substrate trends for 5G mmWave Supply chain analysis o Shielding trends • Supply chain changes in the new 5G era o RF SiP Revenue,Wafer and Unit forecasts • RF SiP assembly detailed supply chain of various players • Strategies and outlook of current RF SiP manufacturers • New entries and supply chain disruptions for mmWave packaging • Substrate supply chain Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 8
WHAT IS NEW COMPARED TO 2017 REPORT (1/2) ? • In 2017 RF SiP report, only PAMiD module forecast is covered. The current report extend the RF Front End SiP scope to include all RF Front End SiP for both cellular & connectivity function in cell phone: • Cellular • PAMiD (Power Amplifier Module with Integrated Duplexer) • PAM (Power Amplifier Module) • Rx DM (Receive Diversity Module) • ASM (switchplexer) (Antenna Switch Module) • Antennaplexers (multiplexer) • LMM (Low noise amplifier - multiplexer module) • MMMB PA (Multi-Mode, Multi-Band Power Amplifier) • mmW FEM • Connectivity • WiFi FEM • WiGig FEM Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 9
WHAT IS NEW COMPARED TO 2017 REPORT (2/2) ? • Packaging trend covering both wafer level packaging & SiP • Interconnect trends for various components in RF SiP • RF Front End SiP forecast in revenue, wafers, units by o Cell phone category/type o By cellular & Wi-Fi standards o By various types of RF Front End SiPs • Antenna in Package (AiP) trends for 5G mmWave application • Substrate trends for 5G • RF SiP assembly detailed supply chain of various players including substrate supply chain • Packaging roadmap and challenges for 5G sub 6Ghz & mmWave applications Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 10
SYSTEM INTEGRATION LEVELS LEVEL 3: End Device/Equipment iPhone X LEVEL 1+2: Semiconductor Package + Board Semiconductor LEVEL 2: package Device/Equipment Si dies board iPhone X PCB LEVEL 1: Semiconductor Packaging Broadcom RF SiP in the iPhone X LEVEL 0: Semiconductor Package Substrate Board (PCB) Die/Wafer Power amplifier in Semiconductor Broadcom RF SiP wafer Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 11
KEY TERM DEFINITIONS • NOTE: • From a logical viewpoint, the following terms are highly interchangeable and their usage is unfortunately not consistent throughout the industry • In order to avoid confusion and enable systematic segmentation, Yole Développement uses the following definitions • Module: A fairly general term that usually refers to separate circuit(s)/die(s) or component(s) that form a whole due to functional purpose or special features • MCM: Multi-Chip-Module, a module containing multiple packages as final components (often, the whole module can be again overmolded, lided or differently encapsulated) • MCP: Multi-Chip-Package, any package with multiple dies, with or without integrated passives • SiP: System-in-Package, strictly speaking, needs to be a type of system, containing 2 or more dies with different functionality, with or without integrated passives. By definition, an SiP would be a type of multi-die package NOTE: In this report, a System-In-Package is viewed from a packaging perspective, where the main challenge is integrating multiple dies, regardless of their functionality. Therefore, in order to simplify and keep the emphasis on packaging technologies, the decision has been taken to treat all multi-die packages as SiP, even if they do not strictly adhere to a definition of a system. In that sense, it would be fully correct just to use the term multi-die packages but due to the commonly rooted usage of the term SiP in the industry, in this report SiP is used instead of multi-die package. For example multiple dies of the same functionality in one package would still be considered as SiP. Furthermore, while it’s often the case that SiPs include also passives, lack of passives would not change the SiP definition. Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 12
KEY TERM DEFINITIONS • PCB: Printed Circuit Board, abbreviation commonly used for system boards – Yole Développement makes a distinction between PCB (boards) and semiconductor package substrates (also sometimes referred to as IC substrates) • Substrate: While a substrate can be considered on various system levels, (i.e. a transistor Si bulk substrate), the term substrate is here used for semiconductor package substrates (sometimes referred to also as IC substrate), which are package components between the die and PCB built using semi-additive processing and lamination/build up technology, namely WB/FC package substrates within FC CSP/BGA or WB CSP/BGA packages • Thin film RDL: Particular form of redistribution layer formed by thin film technologies, refers to RDLs of Fan-In and Fan-Out WLP/PLP • Interposer: Technically, any kind of substrate/RDL has the function of “interposing” between the die and PCB, however for practical purposes, the term interposer is used for additional interconnect components on top of a substrate, namely Si and Glass interposers • Front-End Module (FEM): A multi die package, placed between the transceiver and the antenna that typically consists of filters, duplexers and switches, not necessarily a power amplifier • Power-Amplifier Module (PAM): Essentially, a multi-die package of amplifiers but can integrate all components of a FEM as well NOTE: For easier understanding and due to common usage in the industry, in this report FEM refers to a multi-die package that also contains a power amplifiers. Therefore, the term FEM is used for multi-die packages that contain filters, switches, duplexers and power amplifiers (FEMiD or PAMiD can be formal variations of the term FEM) Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 13
SCOPE OF THE REPORT Focus of the report Mobile phones Mobile Infrastructure RF Front- RF front-end components (PA, LNA, filters, switches, antenna tuners) Main focus End SiP packaging for RF Front-End packaging (FEM SiPs) mobiles 2G, 3G, 4G, 5G technologies Modems, transceivers, baseband processors, Wi-fi & Bluetooth modules… Antennas, IPDs, … Topics NOT included in the report Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 14
RF PACKAGING OVERVIEW >1000W Power (W) Power modules 100-1000W Ceramic lid with Cu flange Over molded plastic with Cu flange 1-100W Plastic leadframe (QFN) packages Ceramic leadframe (QFN) packages 2.5D interposer QFN WB/FC CSP WL CSP FO WLP 100 Frequency (GHz) Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 15
RF PACKAGING OVERVIEW >1000W Power (W) Power modules 100-1000W Focus of this report! Advanced packages for RF devices in smartphone Front- Ceramic lid with Cu flange Ends Over molded plastic with Cu flange 1-100W Plastic leadframe (QFN) packages Ceramic leadframe (QFN) packages 2.5D interposer QFN WB/FC CSP WL CSP FO WLP 100 Frequency (GHz) Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 16
CELLULAR TECHNOLOGY DEVELOPMENT From 2G to 5G: Less than a 30 years’ journey Other standards from IEEE family including WiMAX and iBurst TDD- CDMA2000 EV-DO Rev LTE- CDMA CDMA2000 1xRTT 1xEV-DO A/B/C TDD-LTE Advanced LTE-A 5G sub-6GHz 5G mmWave TD-SCDMA TD-HSPA Pro GSM GPRS EDGE TD-CDMA FDD- FDD-LTE LTE- WCDMA HSPA HSPA+ Advanced All belong to UMTS Will be a globally technology unified standard! 2G 2.5G 2.75G/Pre-3G 3G 3.5G 3.9G/Pre-4G 4G 4.5G Pre-5G 5G It takes around 10 years between two cellular generations, including a long transition phase with intermediate technologies. 1992 1997 2001 2007 2010 2013 2018 2020 Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 17
APPLICATION MAPPING Cloud Computing Autonomous Vehicle Frequency(GHz) Advanced AI assistant Medical Robot MMWAVE (>24GHZ) 5G use cases Robotic Service extend far Wireless VR SUB-6 beyond mobile phone, from IoT GHZ to autonomous Drone Delivery vehicle, creating New Gaming Content AR Real-time Translation SUB-1 new challenges for the network Smart City GHZ in terms of data 360° Video Telepresence rate and latency Industrial Automation 4K video streaming agility. 20 Smart Grid 15 2025 10 Connected 2024 Asset Tracking 5 2023 4 Wearable Agriculture 2022 3 Port Management 2 Connected Home 2021 1 2020 0.5 2019 Remote Surveillance 0.3 2018 Shared Utilities 0 2017 Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 18
DIFFERENT PATH, DIFFERENT USE CASES Mobile broadband Cat 21 Mostly video driven Mass market Mobile broadband driven by down/up link data rate race required for video: multi Giga bit UE devices and routers penetrating the market. IoT devices spread through various market segments (consumer, industrial, automotive, health, …) mostly driven by the data quest. IoT devices Data centric (tracking, health, survey, …) Plenty of different use cases Huge market potential Courtesy of U-Blox Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 19
SMARTPHONE COMPONENTS FOUND IN SiP In SiP Not in SiP GPS Antenna Front End PMU Tuner Switch PA Module Module Battery Touchscreen LCD PMU Transceiver Modem Front End LNA Module USB/charger TS Display Antenna Front controller Driver Filter / Switch End LNA Duplexer Module Module Pressure Gyro 3-axis accelerometer Compass Application processor PA WiFi/BT/FM 6-axis IMU Barometer (PoP) Heart rate WiFi FEM Camera Audio MEMS mic NFC NFC Back codec booster controller Memory ISP Camera MEMS mic Front storage LED Flash LED Flash driver Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 20
RF FRONT-END MODULE DEFINITION Front-End Module with Integrated Duplexer (FEMiD) and Power Amplifier Module with Integrated Duplexer (PAMiD) An RF FEM can include power amplifiers (PA) or low noise amplifiers (LNA), filters, switches and an antenna tuner. RF FEM in a cellular handset Courtesy of Qualcomm, modified by Yole Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 21
RF SIP PACKAGING SMT Wire BGA/LGA bond Various process SiP modules used assembly in SiP assembly Inspection Molding & Test Shielding Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 22
MOBILE RF FEM PACKAGE TREND Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 23
RF FRONT END ARCHITECTURE- HIGH END PHONE (5G MM WAVE) mmWave baseband modem Enveloppe Tracker SiP technology Antenna+RF LNA Filter transceiver+PMIC mmWave AiP PA Filter 5G PAM • RF front end has Tuner 3G/LTE PAM MHB been complexified since integration of Baseband new technologies Modem 3G/LTE LB PAM such as Carrier Multiplexer Tuner 4x4 MIMO DL Aggregation, MIMO Transceiver CA and later on dual (integrated with PMIC) 2G PAM connectivity. mmWave Tuner connectivity will Antennaplexer add another RF MIMO Filter path to the UE. LNA Filter Tuner GPS module Diversity receive May be shared 2x2 MIMO DL Wi-Fi/BT module Diversity receive Diversity receive May be integrated Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 24
INTERCONNECTS IN RF SIP Interconnects in RF SiP Flip-chip TSV + RDL+ TSV + Wire Wire-bond ( Bump) Flip-chip bond Power Amplifiers, BAW Filters Power Amplifiers Switches, Filters Different Cu pillar Au bump Solder interconnects (plated) (plated/stud) in SiP Power Amplifiers, BAW SAW filters, Filters, Switches BAW filters Paste printing Ball drop Plated Filters Filters Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 25
TECHNOLOGY TOOLBOX FOR RF SIP FOR 5G MOBILE Double side assembly Low loss materials Double side mold Packaging Antenna in Embedded active package innovations integration & passives needed at various levels Miniaturized Conformal & passive compartmental components shielding Thin substrate Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 26
ANTENNA KEY PARAMETERS Effective area Polarization Gain Antenna Antenna parameters key parameters Efficiency Bandwidth Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 27
ANTENNA FOR 5G MM-WAVE SMARTPHONES Considerations for antenna for 5G mm-Wave smartphones Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 28
SUBSTRATE MATERIALS FOR MM WAVE APPLICATION Key parameters for 5g substrate Stability of Electrical and Physical Properties against Temperature and Humidity Variation Manufacturing Design Rule Supply Chain Capability Readiness Various parameters have to keep in mind to select substrate for 5G Panel Size, Process application Throughput and Cost Multilayer Capability Electrical Properties Process tolerances vs. Frequency Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 29
RF FRONT-END ECOSYSTEM COMPLEXITY Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 30
CELLPHONE AIR INTERFACE STANDARD DEVELOPMENT Despite a slow down in mobile market growth, RF Front-End market is still expected to increase because of complexity encountered in LTE-A Pro and 5G sub 6. Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 31
ASSEMBLY / PACKAGING MARKET FOR RF SIP FOR MOBILE Included in Component available as Cap wafer RDL/ market forecast SMT component in SiP TSV Bumping Dicing assembly / Flip-chip bonding UBM Wafer level BAW filters SAW filters Filters / Switches / IPDs Assembly of Prior to SiP various RF assembly components in Assembly of RF SiP basically components consists of 2 process: Wafer level assembly Component available as & SiP level Wafer Wafer bare die (in wafer form) in Inspection assembly SiP assembly / wire-bond grinding dicing process Included in SiP level SMT Wire bond Molding Shielding BGA/LGA Test market forecast Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 32
TOTAL ASSEMBLY MARKET FORECAST FOR RF SIP IN MOBILE Total assembly / packaging market for the RF SiP in mobile will grow at 11% CAGR to reach from $XX B in 2017 to $XX B by 2023 Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 33
RF FEM MARKET FORECAST By cellular & connectivity air standards (in $M) Limited adoption of 5G mmWave, in terms of revenue. RF FEM SiP supporting 5G mmW and 5G sub6 will grow at CAGR of 111% & 51% respectively Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 34
RF FEM SIP PACKAGING MARKET FORECAST By smartphone type (in $M) In 2023, high-end smartphone contributes XX % RF FEM SiP assembly market, followed by low- end smartphone (XX %) and luxury smartphone (XX %) Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 35
INTERCONNECT TREND IN RF SIP FOR MOBILE %age in terms of interconnects units counts XXXXX Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 36
RELATED REPORTS Advanced RF System-in-Package for Cellphones 2019 | Sample | www.yole.fr | ©2019 37
Source: Wikimedia Commons Yole Développement From Technologies to Market © 2019
YOLE DEVELOPPEMENT – FIELDS OF EXPERTISE Life Sciences Semiconductor Semiconductor & Healthcare & Software & Software o Microfluidics o Package,Assembly & Substrates o BioMEMS & Medical Microsystems o Semiconductor Manufacturing o Inkjet and accurate dispensing o Memory o Solid-State Medical Imaging & BioPhotonics o Software & Computing o BioTechnologies Life Photonics, Sciences & Sensing Healthcare & Display Power Photonics, & Wireless Sensing & Display o RF Devices & Technologies o Solid-State Lighting o Compound Semiconductors & Emerging Materials Power & Wireless o Display o Power Electronics o MEMS, Sensors & Actuators o Batteries & Energy Management o Imaging o Photonics & Optoelectronics ©2019 | www.yole.fr | About Yole Développement 2
4 BUSINESS MODELS o Consulting and Analysis • Market data & research, marketing analysis • Technology analysis o Syndicated reports • Strategy consulting • Market & technology reports • Reverse engineering & costing • Patent investigation and patent • Patent analysis infringement risk analysis o Monitors • Design and characterization • Monthly and/or Quarterly • Teardowns & reverse costing of innovative optical systems update analysis • Financial services (due • Excel database covering supply, • Cost simulation tool diligence, M&A with our demand, and technology www.i-Micronews.com/reports o Media partner) • Price, market, demand and www.yole.fr production forecasts • i-Micronews.com website • Supplier market shares • @Micronews e-newsletter • Communication & webcast services www.i-Micronews.com/reports • Events: TechDays, forums,… www.i-Micronews.com ©2019 | www.yole.fr | About Yole Développement 3
6 COMPANIES TO SERVE YOUR BUSINESS Yole Group of Companies Market, technology and strategy Manufacturing costs analysis IP analysis consulting Teardown and reverse engineering Patent assessment Cost simulation tools www.yole.fr www.knowmade.fr www.systemplus.fr Design and characterization of Innovation and business maker Due diligence innovative optical systems www.bmorpho.com www.yole.fr www.piseo.fr ©2019 | www.yole.fr | About Yole Développement 4
OUR GLOBAL ACTIVITY Europe office Frankfurt Paris Nantes Yole Korea Yole Inc. HQ in Lyon Seoul Phoenix Vénissieux Yole Japan Tokyo Nice Palo Alto 40% Greater China office Hsinchu of our business 30% 30% of our business of our business ©2019 | www.yole.fr | About Yole Développement 5
ANALYSIS SERVICES - CONTENT COMPARISON High Technology and Market Report Breadth of the analysis Leadership Meeting Q&A Meet the Custom Service Analyst Analysis Low Depth of the analysis High ©2019 | www.yole.fr | About Yole Développement 6
SERVING THE ENTIRE SUPPLY CHAIN Integrators, end- users and software developers Our analysts Device manufacturers provide market analysis, technology evaluation, Suppliers: material, equipment, and business plans along OSAT, foundries… the entire supply chain Financial investors, R&D centers ©2019 | www.yole.fr | About Yole Développement 7
SERVING MULTIPLE INDUSTRIAL FIELDS Industrial Medical We work and defense systems across multiples industries to understand Energy the impact of management Automotive More-than- Moore technologies from device Mobile phone to system Transportation and makers consumer electronics From A to Z… ©2019 | www.yole.fr | About Yole Développement 8
REPORTS COLLECTION 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 and 10 new monitors. Combining respective expertise and methodologies from the three companies, they cover: • MEMS & Sensors • Power electronics • RF devices & technologies • Compound semiconductors • Medical technologies • Solid state lighting • Semiconductor Manufacturing • Displays • Advanced packaging • Software • Memory • Imaging • Batteries and energy management • Photonics 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! www.i-Micronews.com 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’s landscape. 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 main players 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 building on 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 and hardware and is increasing its involvement in displays, radio-frequency (RF) technology, advanced substrates, batteries and compound semiconductors. Discover our 2019 program right now, and ensure you get a true vision of the industry. Stay tuned! ©2019 | www.yole.fr | About Yole Développement 9
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 Développement Yole Développement (Yole) offers market reports including quantitative market forecasts, technology trends, company strategy evaluation and indepth application analyses. Yole will The markets targeted are : publish more than 55 reports in 2019, with our partner PISEO contributing to some of the lighting reports. • Mobile & Consumer Reverse Costing® – Structure, Process and Cost Analysis – by • Automotive & Transportation System Plus Consulting The Reverse Costing® report developed by System Plus Consulting provides full • Medical teardowns, including detailed photos, precise measurements, material analyses, manufacturing process flows, supply chain evaluations, manufacturing cost analyses and • Industrial 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. • Telecom & Infrastructure Patent Reports – by KnowMade • Defense & Aerospace More 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 • Linked reports are dealing with the same topic to provide 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 • a more detailed analysis. technology trends. For 2019 KnowMade will release over 15 reports. ©2019 | www.yole.fr | About Yole Développement 10
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 RF DEVICES AND TECHNOLOGIES o MARKET AND TECHNOLOGY REPORT o MARKET AND TECHNOLOGY REPORT • Status of the MEMS Industry 2019 - Update • RF GaN Market: Applications, Players, Technology, • Status of the Audio Industry 2019 - New and Substrates 2019 - Update • Uncooled Infrared Imagers and Detectors 2019 – Update • 5G’s Impact on RF Front-End Module and Connectivity • Consumer Biometrics:Technologies and Market Trends 2018 for Cell Phones 2019 – Update • MEMS Pressure Sensor Market and Technologies 2018 • 5G Impact on Wireless Infrastructure 2019 • Gas & Particle Sensors 2018 • Radar and V2X Market & Technology for Automotive 2019 - Update o STRUCTURE, PROCESS & COST REPORT • Advanced RF Antenna Market & Technology 2019 - New • MEMS & Sensors Comparison 2019 • RF Standards and Technologies for Connected Objects 2018 • MEMS Pressure Sensor Comparison 2018 o STRUCTURE, PROCESS & COST REPORT • Particle Sensors Comparison 2019 • RF Front-End Module Comparison 2019 - Update • Miniaturized Gas Sensors Comparison 2018 • Automotive Radar RF Chipset Comparison 2018 o PATENT REPORT o PATENT REPORT • MEMS Foundry Business Portfolio 2019 - New • Antenna for 5G Wireless Communications 2019 - New • Miniaturized Gas Sensors 2019 - New • RF Front End Modules for Cellphones 2018 • RF Filter for 5G Wireless Communications: Materials and Technologies 2019 PHOTONIC AND OPTOELECTRONICS • RF GaN : Materials, Devices and Modules 2018 o MARKET AND TECHNOLOGY REPORT • Photonic Integrated Circuit 2019 - New • LiDARs for Automotive and Industrial Applications 2019 - Update • Silicon Photonics 2018 o PATENT REPORT • Silicon Photonics for Data Centers: Optical Transceiver 2019 - New • LiDAR for Automotive 2018 Update : 2018 version still available ©2019 | www.yole.fr | About Yole Développement 11
OUR 2019 REPORTS COLLECTION (2/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape IMAGING MICROFLUIDICS o MARKET AND TECHNOLOGY REPORT o MARKET AND TECHNOLOGY REPORT • Status of the CIS Industry 2019: Technology • Status of the Microfluidics Industry 2019 - Update and Foundry Business - Update • Next Generation Sequencing & DNA Synthesis - Technology, • Imaging for Automotive 2019 - Update Consumables Manufacturing and Market Trends 2019 - New • Neuromorphic Technologies for Sensing 2019 - Update • Organ-on-a-Chip Market & Technology Landscape 2019 - Update • Status of the CCM and WLO Industry 2019 - Update • Point-of-Need Testing Application of Microfluidic Technologies 2018 • Machine Vision for Industry and Automation 2018 • Liquid Biopsy: from Isolation to Downstream Applications 2018 • Sensors for Robotic Vehicles 2018 • Chinese Microfluidics Industry 2018 o STRUCTURE, PROCESS & COST REPORT o PATENT REPORT • Compact Camera Modules Comparison 2019 • Microfluidic Manufacturing Technologies 2019 – New • CMOS Image Sensors Comparison 2019 o PATENT REPORT INKJET AND ACCURATE DISPENSING • Facial & Gesture Recognition Technlogies in Mobile Devices 2019 - New o MARKET AND TECHNOLOGY REPORT • Apple iPhone X Proximity Sensor & Flood Illuminator 2018 • Inkjet Printheads - Dispensing Technologies & Market Landscape 2019 - Update MEDICAL IMAGING AND BIOPHOTONICS • Emerging Printing Technologies o MARKET AND TECHNOLOGY REPORT for Microsystem Manufacturing 2019 - New • X-Ray Detectors for Medical, Industrial • Piezoelectric Materials from Bulk to Thin Film 2019 - New • and Security Applications 2019- New • Inkjet Functional and Additive Manufacturing for Electronics 2018 • Microscopy Life Science Cameras: Market and Technology Analysis 2019 o STRUCTURE, PROCESS & COST REPORT • Ultrasound technologies for Medical, Industrial • Piezoelectric Materials from Bulk to Thin Film Comparison 2019 and Consumer Applications 2018 o PATENT REPORT • Optical Coherence Tomography Medical Imaging 2018 Update : 2018 version still available ©2019 | www.yole.fr | About Yole Développement 12
OUR 2019 REPORTS COLLECTION (3/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape BIOTECHNOLOGIES MEMORY o MARKET AND TECHNOLOGY REPORT o MARKET AND TECHNOLOGY REPORT • CRISPR-Cas9 Technology: From Lab to Industries 2018 • Status of the Memory Business 2019 - New o PATENT REPORT • MRAM Technology and Business 2019 - New • Personalized Medicine 2019 – New • Emerging Non Volatile Memory 2018 o STRUCTURE, PROCESS & COST REPORT BIOMEMS & MEDICAL MICROSYSTEMS • Memory Comparison 2019 o MARKET AND TECHNOLOGY REPORT o PATENT REPORT • Medical Wearables: Market & Technology Analysis 2019 - New • Magnetoresistive Random-Access Memory (MRAM) 2019 - New • Neurotechnologies and Brain Computer Interface 2018 • 3D Non-Volatile Memory 2018 • BioMEMS & Non-Invasive Sensors: Microsystems for Life Sciences & Healthcare 2018 ADVANCED PACKAGING o PATENT REPORT o MARKET AND TECHNOLOGY REPORT • 3D Cell Printing 2019 - New • Fan Out Packaging Technologies and Market Trends 2019 - Update • Circulating Tumor Cells Isolation 2019 - New • 3D TSV Integration and Monolithic Business Update 2019 - Update • Nanopore Sequencing 2019 - New • Advanced RF SiP for Cellphones 2019 - Update • Status of Advanced Packaging 2019 - Update SOFTWARE AND COMPUTING • Status of Advanced Substrates 2019 - Update o MARKET AND TECHNOLOGY REPORT • Panel Level Packaging Trends 2019 - Update • Artificial Intelligence Computing For Automotive 2019 - New • System in Package (SiP) Technology and Market Trends 2019 - New • Hardware and Software for Artificial Intelligence (AI) • Trends in Automotive Packaging 2018 in Consumer Applications 2019 - Update • Thin-Film Integrated Passive Devices 2018 • From Image Processing to Deep Learning 2019 - Update o STRUCTURE, PROCESS & COST REPORT • xPU (Processing Units) for Cryptocurrency, Blockchain, HPC and Gaming 2019 – New • Advanced RF SiP for Cellphones Comparison 2019 Update : 2018 version still available ©2019 | www.yole.fr | About Yole Développement 13
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 SOLID STATE LIGHTING o MARKET AND TECHNOLOGY REPORT o MARKET AND TECHNOLOGY REPORT • Nano Imprint Lithography 2019 - New • Status of the Solid State Light Source Industry 2019 - New • Equipment and Materials for Fan Out Packaging 2019 - Update • Edge Emitting Lasers (EELS) 2019 - New • Equipment for More than Moore: Thin Film Deposition • Light Shaping Technologies 2019 - New & Etching 2019 - New • Automotive Advanced Front Lighting Systems 2019 - New • Wafer Starts for More Than Moore Applications 2018 • VCSELs - Technology, Industry and Market Trends 2019 - Update • Polymeric Materials at Wafer-Level • IR LEDs and Laser Diodes – Technology, Applications, for Advanced Packaging 2018 and Industry Trends 2018 • Bonding and Lithography Equipment Market • Automotive Lighting 2018: Technology, Industry and Market Trends for More than Moore Devices 2018 • UV LEDs - Technology, Manufacturing and Application Trends 2018 o STRUCTURE, PROCESS & COST REPORT • LiFi: Technology, Industry and Market Trends 2018 • Wafer Bonding Comparison 2018 o STRUCTURE, PROCESS & COST REPORT o PATENT REPORT • VCSEL Comparison 2019 • Hybrid Bonding for 3D Stack 2019 – New o PATENT REPORT • VCSELs 2018 DISPLAY o MARKET AND TECHNOLOGY REPORT • Next Generation 3D Display 2019 - New • Next Generation Human Machine Interaction (HMI)in Displays 2019 - New • Micro-and Mini-LED Displays 2019 - Update • QD and Wide Color gamut (WCG) Display Technologies 2019 - Update • Displays & Optical Vision Systems for VR,AR & MR 2018 o PATENT REPORT • MicroLED Displays : Intellectual Property Landscape 2018 Update : 2018 version still available ©2019 | www.yole.fr | About Yole Développement 14
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 BATTERY & ENERGY MANAGEMENT o MARKET AND TECHNOLOGY REPORT o MARKET AND TECHNOLOGY REPORT • Power SiC: Materials, Devices and Applications 2019 - Update • Status of the Rechargeable Li-ion Battery Industry 2019 - New • Power Electronics for EV/HEV and e-mobility: • Li-ion Battery Packs for Automotive and Stationary Storage Market, Innovations and Trends 2019 - Update Applications 2019 - Update • Status of the Power Electronics Industry 2019 - Update o PATENT REPORT • Discrete Power Packaging : Material Market • Battery Energy Density Increase: Materials and Technology Trends 2019 - New and Emerging Technologies 2019 - New • Status of the Power ICs Industry 2019 - Update • Solid-State Batteries 2019 - New • Status of the Passive Components for the Power Electronics • Status of the Battery Patents 2018 Industry 2019 - Update • Status of the Inverter Industry 2019 - Update COMPOUND SEMI. • Status of the Power Module Packaging Industry 2019 - Update o MARKET AND TECHNOLOGY REPORT • Wireless Charging Market Expectations • Emerging Compound Semiconductor and Technology Trends 2018 Market & Technology Trends 2019 - New • Power GaN 2018: Epitaxy, Devices, Applications • Status of the Compound Semiconductor Industry 2019 - New and Technology Trends • InP Materials, Devices and Applications 2019 - New o STRUCTURE, PROCESS & COST REPORT • GaAs Wafer and Epiwafer Market: RF, Photonics, • Automotive Power Module Packaging Comparison 2018 LED and PV Applications 2018 • GaN-on-Silicon Transistor Comparison 2019 o PATENT REPORT • SiC Transistor Comparison 2019 • GaN-on-Silicon Substrate: Materials, Devices o PATENT REPORT and Applications 2019 - Update • Power SiC : Materials, Devices and Modules 2019 - New • Power GaN : Materials, Devices and Modules 2019 – Update Update : 2018 version still available ©2019 | www.yole.fr | About Yole Développement 15
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 by Yole Développement o COMPOUND SEMI. – NEW This monitor will describe how the compound semiconductor industry is evolving. It A FULL PACKAGE: will offer a close look at GaAs, InP, SiC, GaN and other compounds of interest The monitors will provide the evolution of the market in units, wafer area and revenues. providing wafer volumes, revenues, application breakdowns and momentum. They will also offer insights into what is driving the business and a close look at what is Frequency: Quarterly, starting from Q3 2019 happening will also be covered in it. o CAMERA MODULE – NEW The following deliverables will be included in the monitors: This monitor will provide the evolution of the imaging industry, with a close look at • An Excel database with all historical and forecast data image sensor, camera module, lens and VCM. Volumes, revenues and momentum of companies like Sony, Samsung, Omnivision and OnSemi will thus be analysed. • A PDF slide deck with graphs and comments/analyses covering the expected Frequency: Quarterly, starting from Q3 2019 evolutions o MEMORY – UPDATE o ADVANCED PACKAGING – NEW For the memory industry you can have access to a quaterly monitor, as well as an This monitor will provide the evolution of the advanced packaging platforms. It will additional service, a monthly pricing. Both services can be bought seprately: cover Fan-Out Wafer Level Packaging (WLP), Fan-Out Panel Level Packaging (PLP), • DRAM Service: Including a quarterly monitor and monthly pricing. Wafer-Level Chip Scale Packaging (WLCSP), Flip Chip packaging platforms, and 2.5D and 3D Through Silicon Via (TSV) integration. Frequency: Quarterly, starting from Q3 • NAND Service: Including a quarterly monitor and monthly pricing. 2019 REVERSE TECHNOLOGY MONITOR by System Plus Consulting o SMARTPHONES – NEW To stay updated on the latest components, packaging and silicon chip choices of the smartphone makers, System Plus Consulting has created its first Smartphone Reverse Technology 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 the beginning of 2019, the monitor will include an Excel database report for each phone and a quarterly comparison. ©2019 | www.yole.fr | About Yole Développement 16
OUR 2019 MONITORS COLLECTION (2/2) Get the most updated overview of your market to monitor your strategy PATENT MONITOR by KnowMade o Li-ion Batteries Anodes made of lithium metal, silicon, and lithium titanate (LTO); cathodes made of A FULL PACKAGE: Lithium Iron Phosphate (LFP), Nickel-Manganese-Cobalt (NMC), Lithium Nickel Starting at the beginning of the year, the KnowMade monitors include the following Cobalt Aluminium Oxide (NCA), Lithium Nickel Metal Dioxide (LiNiMO2), Lithium deliverables: Metal Phosphate (LiMPO4), and Lithium Metal Tetroxide (LiMO4); electrolytes including liquid, polymer/gel, and solid inorganics; ceramic and other separators; • An Excel file including the monthly IP database of: battery cells including thin film/microbattery, flexible, cylindrical and prismatic; and • New patent applications battery packs and systems. • Newly granted patents o Post Li-ion Batteries • Expired or abandoned patents Battery technologies including redox-flow batteries, sodium-ion, lithiumsulfur, lithium- • Transfer of IP rights through re-assignment and licensing air, and magnesium-ion, and their supply chains, including electrodes, electrolytes, • Patent litigation and opposition battery cells and battery packs/systems. • Quarterly report including a PDF slide deck with the key facts & figures of the o Solid-State Batteries quarter: IP trends over the three last months, with a close look to key IP players and Supply chain including electrodes, battery cells, battery packs/systems and key patented technologies. electrolytes, including polymer, inorganic and inorganic/polymer, inorganic materials, including argyrodites, LIthium Super Ionic CONductor, (LISICONs), Thio-LISICONs, o GaN for Power & RF Electronics sulfide glasses, oxide glasses, perovskites, anti-perovskites and garnets. Wafers and epiwafers, GaN-on-SiC, silicon, sapphire or diamond, semiconductor devices such as transistors, and diodes, devices and applications including converters, o RF Acoustic Wave Filters rectifiers, switches, amplifiers, filters, and Monolothic Microwave Integrated Circuits Including Surface Acoustic Wave (SAW), Temperature Compensated (TC)- SAW, Bulk (MMICs), packaging, modules and systems. Acoustic Wave- Free-standing Bulk Acoustic Resonator (BAWFBAR), BAW-Solidly- Mounted Resonator (BAW-SMR), and Packaging. o GaN for Optoelectronics & Photonics Wafers and epiwafers, GaN-on-sapphire, SiC or silicon; semiconductor devices such o RF Power Amplifiers as LEDs and lasers; and applications including lighting, display, visible communication, Including Low Noise Amplifiers, Doherty Amplifiers, Packaging, and Millimeter-Wave photonics, packaging, modules and systems. technology. o RF Front-End Modules o Microfluidics From components to chips and systems, including all applications. ©2019 | www.yole.fr | About Yole Développement 17
MICRONEWS MEDIA o About Micronews Media ONLINE ONSITE INPERSON To meet the growing demand for market, @Micronews e-newsletter technological and business information, i-Micronews.com Micronews Media integrates several tools able Events Webcasts i-Micronewsjp.com to reach each individual contact within its FreeFullPDF.com network.We will ensure you benefit from this. Brand visibility, networking Targeted audience opportunities involvement equals clear, Unique, cost-effective ways Today's technology makes it concise perception of your to reach global audiences. easy for us to communicate company’s message. Online display advertising regularly, quickly, and Webcasts are a smart, campaigns are great strategies inexpensively – but when innovative way of for improving your understanding each other is communicating to a wider product/brand visibility. They critical, there is no substitute targeted audience. Webcasts are also an efficient way to for meeting in-person. Events create very useful, dynamic adapt with the demands of the are the best way to exchange reference material for times and to evolve an effective ideas with your customers, attendees and also for marketing plan and strategy. partners, prospects while absentees, thanks to the increasing your brand/product recording technology. visibility. Benefit from the i-Micronews.com traffic generated by the 11,200+ Several key events planned for Gain new leads for your business monthly unique visitors, the 2018 on different topics to from an average of 340 10,500+ weekly readers of attract 120 attendees on average registrants per webcast @Micronews e-newsletter Contact: Camille Veyrier (veyrier@yole.fr), Marketing & Communication Director ©2019 | www.yole.fr | About Yole Développement 18
CONTACT INFORMATION o CONSULTING AND SPECIFIC ANALYSIS, REPORT o FINANCIAL SERVICES (in partnership with Woodside BUSINESS Capital Partners) • North America: • Jean-Christophe Eloy, CEO & President Email: eloy@yole.fr - +33 4 72 83 01 80 • Steve LaFerriere, Senior Sales Director for Western US & Canada • Ivan Donaldson,VP of Financial Market Development Email: laferriere@yole.fr – + 1 310 600-8267 Email: ivan.donaldson@yole.fr - +1 208 850 3914 • Troy Blanchette, Senior Sales Director for Eastern US & o CUSTOM PROJECT SERVICES Canada • Jérome Azémar, Technical Project Development Director Email: troy.blanchette@yole.fr – +1 704 859-0453 Email: azemar@yole.fr - +33 6 27 68 69 33 • Japan & Rest of Asia: • Takashi Onozawa, General Manager, Asia Business o GENERAL Development (India & ROA) Email: onozawa@yole.fr - +81 34405-9204 • Camille Veyrier, Director, Marketing & Communication Email: veyrier@yole.fr - +33 472 83 01 01 • Miho Othake, Account Manager (Japan) • Sandrine Leroy, Director, Public Relations Email: ohtake@yole.fr - +81 3 4405 9204 Email: leroy@yole.fr - +33 4 72 83 01 89 / +33 6 33 11 61 55 • Itsuyo Oshiba, Account Manager (Korea & Singapore) • Email: info@yole.fr - +33 4 72 83 01 80 Email: oshiba@yole.fr - +81-80-3577-3042 • Greater China: Mavis Wang, Director of Greater China Business Development Email: wang@yole.fr - +886 979 336 809 • Europe: Lizzie Levenez, EMEA Business Development Manager Follow us on Email: levenez@yole.fr - +49 15 123 544 182 • RoW: Jean-Christophe Eloy, CEO & President, Yole Développement Email eloy@yole.fr - +33 4 72 83 01 80 ©2019 | www.yole.fr | About Yole Développement 19
You can also read