Sensors and Data Management for Autonomous Vehicles - From Technologies to Markets - Yole Développement

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Sensors and Data Management for Autonomous Vehicles - From Technologies to Markets - Yole Développement
From Technologies to Markets

Sensors and Data
 Management for
  Autonomous
    Vehicles

                                        Report
                                          October © 2015
Sensors and Data Management for Autonomous Vehicles - From Technologies to Markets - Yole Développement
SENSORS AND DATA MANAGEMENT FOR AUTONOMOUS VEHICLES
    Table of Contents

  •   Table of content, scope                                2     •   Technology roadmap                                                                147
  •   Introduction, definitions & methodology                6     •   Supply chain                                                                      153
  •   Executive summary                                      13    •   Data management and processing                                                    164
  •   History and evolution of the transportation industry   37    •   Security and regulation                                                           170
  •   Driving assistance toward autonomous driving           54    •   Conclusion & perspectives                                                         177
  •   Market forecasts                                       77    •   Yole’s Presentation                                                               179
  •   Sensors for autonomous driving                         89
        •   Ultrasonic                                       93
        •   Radar (SRR/LRR)                                  97
        •   Camera                                           105
        •   LIDAR                                            121
        •   FIR/NIR                                          127
        •   Dead reckoning                                   143

                                                                                      @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   2
Sensors and Data Management for Autonomous Vehicles - From Technologies to Markets - Yole Développement
WHO SHOULD BE INTERESTED IN THIS REPORT?

  Integrators                                                    Material supplier, manufacturing service companies
      Understand the system level technology trends and              Spot new business opportunities and prospects
      requirements for each application                              Understand the level of activity of the business
      Evaluate market potential for your components                  Understand what are the applications that will drive the
      depending on performance and technology                        volumes
      Understand the differentiated value of your products and
      technologies                                               R&D centers
      Identify new business opportunities and partners               Evaluate market potential of future technologies and
                                                                     products for new applicative markets
      Monitor and benchmark your competitor’s advancements
                                                                     Identify the best candidates for technology transfer
  OEM, integrators
      Evaluate the market potential of your product portfolio
                                                                 Financial & strategic investors
      Define diversification strategies on new applications          Understand the structure and value chain of the
                                                                     automotive industry
      Find the best technologies to integrate and the best
      suppliers depending on your target markets                     Get the list of main key players and emerging start-ups of
                                                                     this industry worldwide
      Identify new business opportunities and partners
      Have an exhaustive analysis of the competition on the
      wearable industry

                                                                                      @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   3
Sensors and Data Management for Autonomous Vehicles - From Technologies to Markets - Yole Développement
INTRODUCTION
     Modules for autonomous driving are sensor-based solutions

                A majority of the automotive industry players are currently developing sensor-based solutions to increase
                vehicle safety in speed zones where driver error is most common: at lower speeds, when the driver is stuck
                in traffic, and at higher speeds, when the driver is cruising on a long stretch of highway. These systems,
                known as Advanced Driver Assist Systems (ADAS), use a combination of advanced sensors, such as stereo
                cameras and long- and short-range RADAR, combined with actuators, control units, and integrating software,
                to enable cars to monitor and respond to their surroundings. Some ADAS solutions, such as lane-keeping
From ADAS       and warning systems, adaptive cruise control, back-up alerts, and parking assistance, are available right now
   toward       and many others are coming in a near future for advanced autonomous driving capabilities.
autonomous
   driving
 capabilities   In the following report, we will present the different sensors involved in such
                autonomous systems. The roadmaps and forecasts that are showed
                represent the diffusion of those different sensors, as an option or not,
                that we will find in the middle-end segment cars.

                                                                                    @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   84
Sensors and Data Management for Autonomous Vehicles - From Technologies to Markets - Yole Développement
METHODOLOGIES & DEFINITIONS
   Market forecast model is based on the following elementary structured blocks:

                                                                    Yole’s analysis
                                                                     framework

                                                                         @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   5
Sensors and Data Management for Autonomous Vehicles - From Technologies to Markets - Yole Développement
AUTONOMOUS VEHICLES : THE DISRUPTION CASE
        Two distinctive path for autonomous vehicles

                       Technology x Market Penetration
                                                                                                                        Disruption ?

                                Improvement
                                of cars as we
                                know

   2020-2022                   Industrialization                        Electric car
                                                                        matures
 should see the                phase
      first
implementations                                                                                                        Below expectation
                                                                                                                       “cars” fulfilling new
                                                                                                                       plane of
                                                                                                                       consumption needs
                                                                                                                       Yole Développement
                                                       Electronics                      New use case                   © September 2015
                                                       Invades cars

                             1900    80 years   1980     32 years     2012   10 years   2022    6 years      2028           12 years        2040

                                                                                                   @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   6
Sensors and Data Management for Autonomous Vehicles - From Technologies to Markets - Yole Développement
2014 AUTOMOTIVE LANDSCAPE – MAJOR PLAYER’S REVENUES

~$2,200B
Market value

88M        units
2014 Vehicles sold

                                             @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   7
Sensors and Data Management for Autonomous Vehicles - From Technologies to Markets - Yole Développement
GLOBAL TECHNOLOGY ROADMAP
          Moore and beyond : from information, to interaction and transformation

                   Technology x             Moore                           More than Moore                               Beyond Moore
                   Market
                   Development
                                         Processing                            Sensing                                  Actuating
                                          Information age                      Interaction age                         Transformation age

Mems & Sensors
   enable key                                                                                                                                    Telekinesis
functionalities…
                                                                                                                                Robotic
 which are the                                                                                                                  servants
    current                                                                                                          Autonomous
battleground of                                                                                                        vehicles
 the industry                                                                                         Drones                Space travel
                                                                                                                   Smart
                                                                                         Quantified                homes
                                                                                           self
                                                                       Smartphones
                                  Personal computers        Laptop              Tablets                               Yole Développement © August2015

                             1980                               2010                                   2030                                                  2040
                                                                               Acceleration

                                                                                                         @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   8
Sensors and Data Management for Autonomous Vehicles - From Technologies to Markets - Yole Développement
EQUIPMENT MAKERS AND ELECTRONIC PLAYERS – 2014 REVENUE
Equipment makers, but mostly electronic players are now big enough to become partners and technology providers
instead of subcontractors for traditional carmakers.

                                                                                                                                               $36B
                        $18B            $59B

                               $17B
        $66B

                                                 $41B

                                                                                                                                                            $46B
                 $200B
                                                                                                            $200B

                                                                                @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles          9
Sensors and Data Management for Autonomous Vehicles - From Technologies to Markets - Yole Développement
VEHICLE SLOWLY REPLACES THE DRIVER

                   1900    1980   1980   2012             2012                                             2022

    It should
  take almost
   150 years
 to replace the    +2100   2045   2045   2028            2028                                               2022
 driver in high-
end automotive

                                           @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   10
THE DEATH OF DRIVING

                                                                                                                                              Level 5
                                                                                                                                                5%

   5% of all
 vehicles sold
   by 2050
  should be
level 5 ready!

                 By 2045, more than 70% of all vehicles sold will integrate autonomous capabilities
                                                                      @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   11
SENSOR MODULES VALUE FOR AUTONOMOUS CARS
      in $M – From 2014 to 2030

 More than
$2.5B in 2015
   towards
$36B by 2030
     …

                                             @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   12
2015 SENSOR TRENDS FOR AUTONOMOUS CARS

                  Ultrasonic, cameras for surround sensors and
                  long range radars share all the value of sensors
                  for autonomous features in each vehicle sold.
                  Ultrasonic sensors represents 83% of the
                  sensor volume (--Munits) but only 47% of the
 Sensor module    market value ($--M).
for autonomous
   driving is a
$2.6B market in   Cameras for surround worth $--M, for a
      2015        volume of --Munits.

                  Long range radar worth $--M for a volume of
                  --Munits

                                                                     @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   13
2030 SENSOR TRENDS FOR AUTONOMOUS CARS

                By 2030, the sensor landscape will
                present lot of changes.
                Ultrasonic, camera for surround and
                short and long range radars represent
                respectively (--%), (--%), (--%) of the
                market in term of volume. A total of
                more than --Munits of sensors should
   Sensor
   module       be sold.
market should
be worth than
$36B by 2030    Camera for surround will be the most
                valuable sensor market by 2030, with a
                market value of $--B.

                Radar sensors should be worth more
                than $--B, with --Munits.

                                                          @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   14
3 BASIC STEPS OF DRIVING ASSISTANCE

                    Basic architecture
                                         Current generation of sensors and sensor fusion
                                              Single sensor, dual function

Basic steps of
   driving
 assistance:
 Acquiring,                              Future generation of sensors and sensor fusion
 processing,                                  Multiple sensors, multiple function (Technologies
  actuating                                   redundancy)

                                                  @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   15
BLOCKS OF THE
                                                                  Sensors: A majority of technologies are ready
                                                                  Penetration rate limited by:
                                                 Sensors          - Cost
                 Software
                 Penetration rate
                 limited by:
                 - Offer (emerging)
                                      Software

Software and                                                                               Power processing
ECU are the
next evolving                                            ECU                               Penetration rate limited by:
                                                                                           - Power processing
   blocks                                                                                  - Power consumption
                                        Data
                Data management        Storage
                Penetration rate
                limited by:
                - Bandwidth                                               Connectivity and infrastructure
                                                 Connectivity/
                - Storage capacity               Infrastructure           Penetration rate limited by:
                                                                          - Harmonization

                                                                          @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   16
RADARS
               •   Principle                                                          •   Example of players
                    •   Object-detection system that uses radio waves to                   •   Autoliv (US), Bosch (Ger), Infineon (Ger),
                        determine the range, angle, or velocity of objects.                    Continental (Ger), Delphi (US), Denso (JP), Hella
                    •   24 - 77Ghz frequency                                                   (Ger), TRW (Ger), Hitachi (JP), Fujitsu ten (JP),
                                                                                               Mitsubishi Electric (JP) …
                                      Source Autoliv

                                                                                      •   Status
               •   Characteristics
                                                                                           •   Can enable functions including lane change
                    •   Less unaffected by adverse weather conditions and                      assist, blind spot detection, cross traffic alert,
                        pollution                                                              side impact sensing, parking aids and low
 Radars are         •   Invisible mounting behind EM-transparent material possible             speed collision warning
     key            •   Unaffected by external illumination
technologies        •   Flexible and wide application field possible
  for future        •   Radar signals have a high information content: distance and
autonomous              speed information
     cars           •   Additional information extraction possible with advanced
                        techniques (object characterization or identification by
                        radar signature)
                    •   360° sensing
                    •   $50 - $100 ASP for short range (0,2 to 30m)
                    •   $125 - $150 for long range (up 200m)
                    •   Challenges are higher efficiency, lower noise, reliability,
                        packaging (-40°C / +85°C), prepared for car assembly &
                        testing routines
                                                                                                                      Source TRW

                                                                                                     @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   17
AUTOMOTIVE CAMERA MARKET TREND
        Up to 10 cameras per cars?

                    •   Different Sensor Technologies are used
                        to assist the driver
                         o Radar
                         o Lidar
                         o Visible & NIR cameras (CIS)
                         o Infrared cameras
 Cameras are             o Ultrasound
  part of a
broader range
                    •   Up to 10 cameras per car
  of sensing
 technology              o Rear view
                         o Surround view (x4)
                         o Front view
                         o Night front view
                         o In-car driver view
                         o In-car passenger view
                         o Hand motion controller
                                                                                                              Courtesy of Texas Instrument

                                                                 @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   18
SENSOR MODULE ASP FOR EACH LEVEL OF AUTOMATION
                                                                                                                                         Sensors – Lvl 5           #      Cost
                                                                                                                                         Ultrasonic               10

                                                                                                                                         Radar LRR                 2

                                                                                                                                         Radar SRR                 6

                                                                                                                                         Long distance cam         4

                                                                                                                                         Camera surround           5

                                                                                                                                         Stereo camera             2

                                                                                                                                         µbolo                     1

                                                                                                                                         LIDAR                     1

                                                                                                                                         Dead reckoning            1
 A car level 3                                                                                                                                        TOTAL       32

will embed for
   $2200 of                                                                                                                              Sensors – Lvl 4           #      Cost
 sensors for                                                                                                                             Ultrasonic               10
                                                                                  Sensors - Lvl 3        #      Cost
      AD                                                                                                                                 Radar LRR                 2
                                                                                  Ultrasonic            10
                                                                                                                                         Radar SRR                 6
                                                                                  Radar LRR              2
                                                                                                                                         Long distance cam         2
                                                 Sensors - Lvl 2      #    Cost   Radar SRR              6
                                                                                                                                         Camera surround           5
                 Sensors - Lvl 1      #   Cost                                    Long distance cam      2
                                                 Ultrasonic           8                                                                  Stereo camera             1
                 Ultrasonic           4                                           Camera surround        5
                                                 Radar LRR            1                                                                  µbolo                     1
                 Radar LRR            1                                           Stereo camera          1
                                                                                                                                         LIDAR                     1
                 Camera for                      Radar SRR            4           µbolo                  1
                                      1                                                                                                  Dead reckoning            1
                 surround                                                         LIDAR                  1
                                                 Camera for                                                                                           TOTAL       29
                                                                      4
                              TOTAL   6          surround                         Dead reckoning         1
                                                              TOTAL   17                       TOTAL    29

                                                                                                       @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   19
INDUSTRIAL CHAIN FOR AUTOMOTIVE
   Some newcomers could change the landscape

                     Value
                                        2022
                                           Car
                                        manufacturer

                                          Tier 0.5
                                      (Software Provider)

                                           Tier 1
                                  (System Manufacturer)

                                         Tier 2
                                  (Parts Manufacturer)

                                          Tier 3
                                 (Material Manufacturer)

                                                            @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   20
INDUSTRIAL CHAIN FOR AUTOMOTIVE
   A consolidated chain

                  Value
                                                                  2035
                                                                     Service
                                                                    Provider

                                                                    Car
                                                                 manufacturer

                                                                  Tier 0.5
                                                            (Software Provider)

                                                               Tier 1
                                                       (System Manufacturer)
                                                               Tier 2
                                                        (Parts Manufacturer)
                                                               Tier 3
                                                      (Material Manufacturer)
                 Google or Apple as car manufacturers?
                 Margins are too much low for a company like Google, however they could sell an autonomous pack to transform each new
                 vehicle in a fully autonomous car. Apple, as always, will require a complete control on the hardware and software… It’s not
                 completely insane to think that they could participate to the design of a part or a complete vehicle.
                                                                                                          @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   21
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1.1 
    The Contracting Parties undertake to observe the following            4. LIABILITIES                                                                   on line the reports on I-micronews.com. In this respect, the
    general conditions when agreed by the Buyer and the Seller.           4.1 
                                                                              The Buyer or any other individual or legal person acting on                  Seller will give the Buyer a maximum of 10 password, unless
    ANY ADDITIONAL, DIFFERENT, OR CONFLICTING TERMS                           its behalf, being a business user buying the Products for its                the multiple sites organization of the Buyer requires more
    AND CONDITIONS IN ANY OTHER DOCUMENTS ISSUED BY                           business activities, shall be solely responsible for choosing the            passwords. The Seller reserves the right to check from time to
    THE BUYER AT ANY TIME ARE HEREBY OBJECTED TO BY THE                       Products and for the use and interpretations he makes of the                 time the correct use of this password.
    SELLER, SHALL BE WHOLLY INAPPLICABLE TO ANY SALE                          documents it purchases, of the results he obtains, and of the           6.6 
                                                                                                                                                          In the case of a multisite, multi license, only the employee
    MADE HEREUNDER AND SHALL NOT BE BINDING IN ANY WAY                        advice and acts it deduces thereof.                                         of the buyer can access the report or the employee of the
    ON THE SELLER.                                                        4.2 The Seller shall only be liable for (i) direct and (ii) foreseeable        companies in which the buyer have 100% shares. As a matter
1.2 This agreement becomes valid and enforceable between the                  pecuniary loss, caused by the Products or arising from a                   of fact the investor of a company, the joint venture done with
     Contracting Parties after clear and non-equivocal consent                 material breach of this agreement                                          a third party etc..cannot access the report and should pay a
     by any duly authorized person representing the Buyer. For            4.3 In no event shall the Seller be liable for:                                 full license price.
     these purposes, the Buyer accepts these conditions of sales               a) damages of any kind, including without limitation, incidental
     when signing the purchase order which mentions “I hereby                  or consequential damages (including, but not limited to,               7. TERMINATION
     accept Yole’s Terms and Conditions of Sale”. This results in              damages for loss of profits, business interruption and loss of         7.1 I f the Buyer cancels the order in whole or in part or postpones
     acceptance by the Buyer.                                                  programs or information) arising out of the use of or inability            the date of mailing, the Buyer shall indemnify the Seller for
1.3 
    Orders are deemed to be accepted only upon written                         to use the Seller’s website or the Products, or any information            the entire costs that have been incurred as at the date of
    acceptance and confirmation by the Seller, within [7 days]                 provided on the website, or in the Products;                               notification by the Buyer of such delay or cancellation. This
    from the date of order, to be sent either by email or to the               b) any claim attributable to errors, omissions or other                    may also apply for any other direct or indirect consequential
    Buyer’s address. In the absence of any confirmation in writing,            inaccuracies in the Product or interpretations thereof.                    loss that may be borne by the Seller, following this decision.
    orders shall be deemed to have been accepted.                         4.4 
                                                                              All the information contained in the Products has been                  7.2 I n the event of breach by one Party under these conditions
2. MAILING OF THE PRODUCTS                                                    obtained from sources believed to be reliable. The Seller does
                                                                                                                                                           or the order, the non-breaching Party may send a notification
2.1 P
     roducts are sent by email to the Buyer:                                 not warrant the accuracy, completeness adequacy or reliability
                                                                                                                                                           to the other by recorded delivery letter upon which, after a
    • within [1] month from the order for Products already released;          of such information, which cannot be guaranteed to be free
                                                                                                                                                           period of thirty (30) days without solving the problem, the non-
    or                                                                        from errors.
                                                                                                                                                           breaching Party shall be entitled to terminate all the pending
    • within a reasonable time for Products ordered prior to their        4.5 All the Products that the Seller sells may, upon prior notice
                                                                                                                                                           orders, without being liable for any compensation.
    effective release. In this case, the Seller shall use its best             to the Buyer from time to time be modified by or substituted
    endeavours to inform the Buyer of an indicative release date               with similar Products meeting the needs of the Buyer. This             8. MISCELLANEOUS
    and the evolution of the work in progress.                                 modification shall not lead to the liability of the Seller, provided   All the provisions of these Terms and Conditions are for the benefit
2.2 Some weeks prior to the release date the Seller can propose a             that the Seller ensures the substituted Product is similar to the      of the Seller itself, but also for its licensors, employees and agents.
     pre-release discount to the Buyer                                         Product initially ordered.                                             Each of them is entitled to assert and enforce those provisions
    The Seller shall by no means be responsible for any delay in          4.6 In the case where, after inspection, it is acknowledged that           against the Buyer.
    respect of article 2.2 above, and including incases where a                the Products contain defects, the Seller undertakes to replace         Any notices under these Terms and Conditions shall be given in
    new event or access to new contradictory information would                 the defective products as far as the supplies allow and without        writing. They shall be effective upon receipt by the other Party.
    require for the analyst extra time to compute or compare                   indemnities or compensation of any kind for labor costs,               The Seller may, from time to time, update these Terms and
    the data in order to enable the Seller to deliver a high quality           delays, loss caused or any other reason. The replacement is            Conditions and the Buyer, is deemed to have accepted the latest
    Products.                                                                  guaranteed for a maximum of two months starting from the               version of these terms and conditions, provided they have been
2.3    The mailing of the Product will occur only upon payment                delivery date. Any replacement is excluded for any event as            communicated to him in due time.
        by the Buyer, in accordance with the conditions contained              set out in article 5 below.
        in article 3.                                                     4.7 T
                                                                               he deadlines that the Seller is asked to state for the mailing        9. GOVERNING LAW AND JURISDICTION
2.4. The mailing is operated through electronic means either by              of the Products are given for information only and are not              9.1 Any dispute arising out or linked to these Terms and Conditions
      email via the sales department or automatically online via an           guaranteed. If such deadlines are not met, it shall not lead                 or to any contract (orders) entered into in application of
      email/password. If the Product’s electronic delivery format             to any damages or cancellation of the orders, except for non                 these Terms and Conditions shall be settled by the French
      is defective, the Seller undertakes to replace it at no charge          acceptable delays exceeding [4] months from the stated                       Commercial Courts of Lyon, which shall have exclusive
      to the Buyer provided that it is informed of the defective              deadline, without information from the Seller. In such case                  jurisdiction upon such issues.
      formatting within 90 days from the date of the original                 only, the Buyer shall be entitled to ask for a reimbursement of         9.2 French law shall govern the relation between the Buyer and the
      download or receipt of the Product.                                     its first down payment to the exclusion of any further damages.              Seller, in accordance with these Terms and Conditions.
Yole Développement
From Technologies to Markets

          @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   22
FIELDS OF EXPERTISE
    Yole Développement’s 30 analysts operate in the following areas

                                  Imaging        Photonics

                   MEMS &
                   Sensors
                                                                MedTech

             Compound
               Semi.
                                                               Manufacturing
                        LED

                                Power                    Advanced
                              Electronics                Packaging
                                             Energy
                                            Conversion         @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   23
4 BUSINESS MODELS

   o Consulting and Analysis                                   o Financial services
       •   Market data & research, marketing analysis             •   M&A (buying and selling)
       •   Technology analysis                                    •   Due diligence
       •   Strategy consulting                                    •   Fundraising
       •   Reverse engineering & costing                          •   Maturation of companies
       •   Patent analysis                                        •   IP portfolio management & optimization
                                                 www.yole.fr                                                       www.yolefinance.com
                                                                                                                    www.bmorpho.com

   o Reports                                                 o Media
       • Market & Technology reports                              •   i-Micronews.com website
       • Patent Investigation and patent infringement risk        •   @Micronews e-newsletter
         analysis                                                 •   Technology magazines
       • Teardowns & Reverse Costing Analysis                     •   Communication & webcast services
       • Cost Simulation Tool                                     •   Events
                              www.i-Micronews.com/reports                                                        www.i-Micronews.com

                                                                                 @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   24
A GROUP OF COMPANIES

                                      M&A operations
                                       Due diligences
                                        www.yolefinance.com

                                        Fundraising
                                  Maturation of companies
                          IP portfolio management & optimization
             Market,                   www.bmorpho.com

         technology and
             strategy            Manufacturing costs analysis
                              Teardown and reverse engineering
            consulting
                                    Cost simulation tools
                                         www.systemplus.fr
            www.yole.fr

                                         IP analysis
                                     Patent assessment
                                         www.knowmade.fr

                                         @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   25
OUR GLOBAL ACTIVITY

                      @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   26
RESEARCH PRODUCTS - CONTENT COMPARISON

                                                 Breadth of the analysis

                                                               Standard Reports

                                         Workshops

              Depth of the analysis

                                      Custom
                                      Analysis

                                                                Custom analysis scope is defined with
                                                                 you to meet your information and
                                                                          budget needs

                                                                                       @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   27
SERVING THE ENTIRE SUPPLY CHAIN

           Integrators and
              end-users

                         system
 Our analysts            makers
    provide
    market
    analysis,
  technology
  evaluation,                Suppliers: material,
 and business                equipment, OSAT,
plan along the                  foundries…
entire supply
     chain

                                         Financial investors,
                                            R&D centers

                                                                @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   28
SERVING MULTIPLE INDUSTRIAL FIELDS

                                 Industrial and    Medical
                                    defense        systems
      We are
 working across
      multiples
   industries to
 understand the              Energy                     Automotive
impact of More-
    than-Moore
   technologies
 from system to
       system
                                                  Mobile phone
                                Transportation    and consumer
                                   makers          electronics
                                                                          From A to Z…

                                                                 @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   29
REPORTS COLLECTION
   • Yole Développement publishes a comprehensive collection of market & technology reports and patent analysis in:
       MEMS & Sensors
       Imaging
       Medical technologies (MedTech)
       Advanced packaging
       Power electronics
       Compound semiconductors
       OLED, LED & Laser diode
       Semiconductor Manufacturing
       Photovoltaics
       Batteries

   • Our reports are unmatched in quality and technology depth and typically include:
       Technology trends and evolution: costs, barriers, roadmaps, etc.
       Supply & value chain analysis: business models, relationships, value flows, etc.
       In-depth analysis of applications and market drivers: challenges, inflection points, etc.
       Market data ($, units, wafer starts, etc.)                                                                                                  www.i-Micronews.com

   • Every year, Yole Développement, System Plus Consulting and KnowMade publish +60 reports.
   • Take the full benefit from our Bundle and Annual Subscription offers.

                                                                                                   @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   30
OUR 2015 PUBLISHED REPORTS LIST
   o MEMS & SENSORS                                                                                     − Sapphire Applications & Market 2015: from LED to Consumer Electronics
        − Sensors and Data Management for Autonomous Vehicles
        − Sensors for Wearable Electronics And Mobile Healthcare                                 o POWER ELECTRONICS
        − Status of the MEMS Industry                                                                 − Power Packaging Technology Trends and Market Expectations
        − Uncooled Infrared Imaging Technology & Market Trends                                        − Thermal Managment for LED and Power
        − IR Detector and Small Size Imagers                                                          − Power Electronics for Renewable Energy
        − High End Gyro, Accelerometers and IMU                                                       − Energy Management for Smart Grid, Cities and Buildings: Opportunities for battery
        − Non Volatile Memory Markets and Technology Trends                                             electricity storage solutions
                                                                                                      − Status of Chinese Power Electronics Industry
   o IMAGING & OPTOELECTRONICS                                                                        − New Technologies and Architectures for Efficient Data Center
        − Camera Module Packaging (Vol 1: Market & Technology Trends / Vol 2 Teardowns &              − IGBT Market and Technology Trends
           Reverse Engineering)                                                                       − Status of Power Electronics Industry
        − Uncooled Infrared Imaging Technology & Market Trends                                        − Status of Wide Band Gap Material: GaN, SiC (and also AlN, Ga2O3, Diamond as a trend)
        − Status of the CMOS Image Sensors                                                            − GaN and SiC Devices for Power Electronics Applications

   o MEDTECH                                                                                     o ADVANCED PACKAGING
        − Microfluidic for Sample Preparation                                                         − Advanced Packaging in Emerging Markets in China*
        − Microfluidic Applications                                                                   − Status of the Advanced Packaging Industry
        − Sensors for Wearable Electronics And Mobile Healthcare                                      − Supply Chain Readiness for Panel Manufacturing in Packaging
                                                                                                      − Fan-in Wafer Level Packaging: Market and Technology Trends
   o COMPOUND SEMICONDUCTORS                                                                          − Flip Chip Business Update
        − Sapphire Applications & Market 2015: from LED to Consumer Electronics                       − 2.5D & 3DIC Business Update*
        − Status of Wide Band Gap Material: GaN, SiC (and also AlN, Ga2O3, Diamond as a trend)        − Fan-Out and Embedded Die: Technologies & Market Trends
        − GaN and SiC Devices for Power Electronics Applications
                                                                                                 o MANUFACTURING
                                                                                                      − Photolithography Equipment and Materials for Advanced Packaging, MEMS and LED
   •   Reports to be decided within 2015                                                                Applications
                                                                                                      − Thinning & Dicing Equipment for Advanced Packaging, MEMS, Photovoltaics, LED, CMOS
   o LED                                                                                                Image Sensors
           − LED Module Technologies                                                                  − Non Volatile Memory Markets and Technology Trends
           − UV LED - Technology, Manufacturing and Application Trends
           − Phosphors & Quantum Dots 2015: LED Downconverters for Lighting & Displays

                                                                                                                               @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   31
MICRONEWS MEDIA

o   About Micronews Media
      Micronews Media, powered by Yole Développement,
      ensures you the best visibility in the disruptive         Focused
      semiconductor community. With our services, we help      community
      you to reach your customers worldwide with the
      media products they prefer, including our website, e-
      newsletter, webcasts, and magazines. Invest in a high
      added-value editorial program and get access to Yole
      Développement’s network (48 000+ contacts).

o   Five supports and channels for your visibility
      •   A technology magazine to highlight your
          visibility with advertisements, company profiles,
          product descriptions and white papers
                                                                 Large
      •   A webcast to highlight your expertise and            community
          develop your business identifying commercial leads
                                                                                                                                                      Identified
      •   Articles, advertisements & logo and banners                      Mass contacts
                                                                                                                                                       contacts
          dedicated to your company, its products and
          expertise in @Micronews e-newsletter and on i-
          Micronews.com

                                                                                           @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   32
COMMUNICATION SERVICES

  All services listed below are available on–demand.

  o   i-Micronews.com, the website
      Slider – Banners (on English or Japanese websites) – Articles –
      Logo and profile as sponsor

  o   @Micronews, the e-newsletter
      Headline article - Tiles

  o   Custom webcast
      Develop your dedicated event with a high added-value program. A
      turnkey event with Yole support (logistics, promotion, data…)

  o   Technology Magazines: Custom – Co-produced
      Increase your visibility through a dedicated technology magazine
      with ads, company profile, product descriptions and white papers.
      It can be a custom magazine: your company is the only one to
      benefit from it – or a co-produced one: up to 2 companies.

  Contacts:
  Camille Veyrier (veyrier@yole.fr) and Clotilde Fabre (fabre@yole.fr),
     Media & Communication Coordinators.

                                                                          @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   33
CONTACT INFORMATION

   •   Consulting and Specific Analysis
        North America         Steve LaFerriere, Director of Northern America Business Development
        Email:                laferriere@yole.fr
        Japan                 Yutaka Katano, General Manager,Yole Japan & President,Yole K.K.
        Email                 katano@yole.fr
        RoW                   Jean-Christophe Eloy, CEO & President,Yole Développement
        Email                 eloy@yole.fr
   •   Report business
        North America         Steve LaFerriere, Director of Northern America Business Development
        Email                 laferriere@yole.fr
                                                                                                                                           Follow us on
        Europe                Fayçal El Khamassi, Headquarter Sales Coordination & Customer Service
        Email                 khamassi@yole.fr
        Japan & Asia          Takashi Onozawa, Sales Asia & General Manager,Yole K.K.
        Email                 onozawa@yole.fr
        Korea                 Hailey Yang, Business Development Manager, Korean Office
        Email                 yang@yole.fr
   •   Financial services
        Jean-Christophe Eloy, CEO & President
        Email: eloy@yole.fr
   •   General
        Email: info@yole.fr

                                                                                                      @2015 | www.yole.fr | Sensors and Data Management for Autonomous Vehicles   34
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