2020 Press Releases

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JUNE 2 - ADVANCED PACKAGING - YOLE GROUP

Fan-Out packaging: what will be the next killer applications?

““Fan-out packaging continues to evolve, establishing a new market class, UHD Fan-Out,” asserts Favier Shoo, Technology & Market Analyst at Yole Développement (Yole).“Being actively explored and validated as one of the high performing and multi-die packaging platforms, Fan-Out Packaging is breaking through into new applications in 5G and HPC. In the Fan-Out Packaging: Technologies and Market Trends report, 2020 edition announces 15,9% CAGR between 2019 and 2025 to become a US$3 billion market at the end of the period”.

PRESS RELEASE: ENGLISH - JAPANESE - CHINESE

JUNE 1 - COMPOUND SEMICONDUCTOR - YOLE GROUP

GaAs: a technical breakthrough pushed by photonics

“As of 2020, photonics and LEDs represent the main drivers for this markets.” asserts Ahmed Ben Slimane, PhD. Technology & Market Analyst, specialized in Compound Semiconductors at Yole Développement (Yole).“In the past few years, the GaAs wafer market has been dominated by RF application. The total GaAs wafer market will increase from US$200 million in 2019 to more than US$348 million by 2025, with a CAGR of 10%”...

PRESS RELEASE: ENGLISH - JAPANESE

MAY 25 - RF ELECTRONICS - YOLE GROUP

Radar industry: Yole announces major transformations

“We saw drastic changes for the radar industry in the past decade,” asserts Cédric Malaquin, Technology & Market Analyst, RF Devices & Technology at Yole Développement (Yole).“And today radar is a mandatory tool in a variety of applications. In the military field, the need for improved survivability, low probability of intercept and longer detection range has oriented the industry towards active antenna arrays using solid state technologies”...

PRESS RELEASE: ENGLISH - JAPANESE - GERMAN - CHINESE

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MAY 18 - OPTOELECTRONICS & IMAGING - YOLE GROUP

Post COVID-19 era: how thermal imaging paves the way to a safer world!

“For sure, the COVID-19 outbreak will have a big impact on the thermal detector and imager markets and industrial landscape at different levels” asserts Dimitrios Damianos, PhD, Technology and Market Analyst within the Photonics & Sensing division at Yole Développement (Yole). The market research & strategy consulting company announces an impressive growth between 2019 and 2020, reaching +76% and +20% for thermal imagers (and cameras) and thermal detectors markets, respectively...

PRESS RELEASE: ENGLISH - JAPANESE - CHINESE

MAY 18 - SOFTWARE & COMPUTING - YOLE GROUP

AI computing for automotive: The battle for autonomy

“AI is gradually invading our lives and this will be particularly true in the automotive world” asserts Yohann Tschudi, PhD, Technology & Market Analyst, Computing & Software at Yole Développement (Yole). “AI could be the central tool to achieve AD , in the meantime some players are afraid of overinflated hype and do not put AI at the center of their AD strategy”...

PRESS RELEASE: ENGLISH

MAY 13 - RF ELECTRONICS & COMPOUND SEMICONDUCTORS - YOLE DEVELOPPEMENT

Driven by military applications and 5G telecom infrastructure, GaN RF continues growing

“In the past few years, RF applications have received a boost from the implementation of GaN technology,” asserts Ezgi Dogmus, PhD. Technology & Market Analyst at Yole Développement (Yole).“The main GaN RF market drivers remain telecom and defense applications.”  
The total GaN RF market will increase from US$740 million to more than US$2 billion by 2025, with a CAGR of 12%. The market research and strategy consulting company Yole releases this week the annual RF GaN technology & market report, GaN RF market: applications, players, technology, and substrates 2020...


PRESS RELEASE: ENGLISH - JAPANESE - CHINESE

MAY 6 - SENSING & COMPUTING - YOLE DEVELOPPEMENT

ADAS, a rebirth for the automotive industry

“The production of vehicles will be heavily impacted by the coronavirus crisis”, asserts Pierrick Boulay, Technology & Market Analyst, Solid-state Lighting at Yole Développement (Yole). “It is expected that three years will be needed to recover and get back to the same level of output.”
At Yole, analysts estimate, the global market for radars, cameras, LiDARs and computing ADAS should reach US$8.6 billion in 2020. Almost half of this market revenue will be generated by radars with US$3.8 billion, followed by cameras with US$3.5 billion. LiDARs will not be significant, accounting for US$0.04 billion and computing ADAS will generate US$1.3 billion ...

PRESS RELEASE: ENGLISH - CHINESE

MAY 5 - PHOTONICS - YOLE DEVELOPPEMENT

Silicon photonics: datacom, yes, but not only…

In 2019, shipments of silicon photonic transceivers for datacenters reached almost 3.5 million units, for revenues worth US$364 million. And the success story does not stop there… “Indeed, this is an impressive growth since most products appeared in 2016 and 2017,” reminds Alexis Debray, PhD. Technology & Market Analyst at Yole Développement (Yole).And he explains: “Silicon photonic transceivers are reported to have better reliability and lower price than transceivers using legacy optics. And we see lot of new companies that are focusing their activities on the development of transceivers to penetrate the silicon photonics world for telecom/datacom applications.” ...

PRESS RELEASE: ENGLISH - JAPANESE - CHINESE - GERMAN

MAY 5 - DISPLAYS & OPTICS - YOLE DEVELOPPEMENT

A bright future? Displays and optic innovations transform the AR & VR industries

From Zine Bouhamri, PhD, Technology & Market Analyst, Displays at Yole Développement (Yole):“AR was and continues to be the dream that consumer electronics companies want to make real to deliver the long-awaited revolution of replacing smartphones...

PRESS RELEASE: ENGLISH - CHINESE

APRIL 17 - ADVANCED FRONT LIGHTING - YOLE DEVELOPPEMENT

Automotive lighting: from “Vision” to “Driving Assistance”

“Autonomous vehicle technologies have a direct impact on traditional vehicles market and behind that the automotive lighting industry”, announces Martin Vallo, PhD., Technology & Market Analyst, Solid-state Lighting at Yole Développement (Yole)...

PRESS RELEASE: ENGLISH

APRIL 16 - RF ELECTRONICS - YOLE DEVELOPPEMENT

RF front-end market leaders still resist the competition pressure

“A deep understanding of the mobile phone’s RF front-end architecture is critical to understand the RF front-end modules market”, asserts Stéphane Elisabeth, Technology & Cost Analyst from System Plus Consulting.
Pushed by 5G megatrend, the competition is fierce. System Plus Consulting’s partner, Yole Développement (Yole) announces a 8% CAGR between 2018 and 2025 for the RF front-end market...

PRESS RELEASE: ENGLISH

APRIL 16 - DISPLAY - YOLE DEVELOPPEMENT

MicroLED: Samsung, Apple, BOE... the race is on

“The growth is fueled by the meteoric rise of Chinese companies”, asserts Eric Virey, PhD. Principal Display Market and Technologies Analyst within the Photonics, Sensing & Display division at Yole Développement (Yole).“This mirrors a more general trend in the country as it transitions from a manufacturing to an innovation driven-economy. This also reflects the situation in the display industry where Chinese companies now hold more than 50% of the worldwide display capacity in 2020..."

PRESS RELEASE: ENGLISH - CHINESE

APRIL 8 - MEDTECH - YOLE DEVELOPPEMENT

SARS-CoV-2 : Point-of-Care companies are racing to provide rapid and actionable tests

“The past few months have seen a new biological threat, the COVID-19 infection, also called new coronavirus, and caused by the SARS-CoV-2 virus, which has reshaped the entire diagnostics ecosystem” says Sébastien Clerc, Technology & Market Analyst, Microfluidics, Sensing & Actuating at Yole Développement (Yole).“As the epidemic has slowed down in China, it is Europe’s and the USA’s turn to be suffering. As a direct consequence, there is a strong demand for diagnostics tests to rapidly identify infected people and numerous companies started developing such tests, including companies relying on microfluidic technologies.”...

PRESS RELEASE: ENGLISH



NAND & DRAM QUARTERLY MARKET MONITOR - YOLE DEVELOPPEMENT

Q1 2020 Market Dynamics:

 •   NAND market conditions & profitability...
 •   NAND industry margins...
 •   NAND & DRAM capex evolution...
 •   DRAM revenue...

Q1 2020 MONITOR


MARCH 31 - MEMS & SENSORS - YOLE DEVELOPPEMENT

Sensors are at the heart of the robotic mobility disruption

“Disruption is coming to our streets and cities” says Pierre Cambou, Principal analyst, Imaging, at Yole Développement (Yole).“Mobility has defined the way humans have organized their society for ages and our world is currently being reimagined around a new generation of robotic vehicles. They appeared insignificant two years ago when we published our first report on the matter, today they are on the brink of changing the world as we know it”...

PRESS RELEASE: ENGLISH - CHINESE



ADVANCED PACKAGING QUARTERLY MARKET MONITOR - YOLE DEVELOPPEMENT

Q1 2020 Market Dynamics:

 •   WLP market by 2023...
 •   WLP package market with more applications...
 •   WLCSP, a mainstream & cost effective form factor
 •   FO package market by 2025


Q1 2020 MONITOR


MARCH 27 - MEMS & SENSORS - YOLE GROUP

Audio industry: It is all about technology choices

The reverse engineering & costing company, System Plus Consulting, has researched the audio industry for few years now, delivering a wide range of dedicated studies with various focuses in audio tech: in-depth product reviews, solutions, product technologies and cost comparisons, technical reports and more. In this regard and in order to offer the most comprehensive and detailed understanding of the audio industry, System Plus Consulting announces today two new reports: Infineon Sealed Dual-Membrane (SDM) MEMS in Goertek Microphone and Consumer MEMS Microphones Comparison...

PRESS RELEASE: ENGLISH


APPLICATION PROCESSOR QUARTERLY MARKET MONITOR - YOLE DEVELOPPEMENT

Q1 2020 Market Dynamics:

 •   2019 APU market closed with total revenue of $31B.
 •   Seasonally weak Q1-20 expected to remain above $7B...
 •   Cost & ASP declines at ~20% per year through 2021...
 •   Embedding processor cores specifically for AI acceleration will add complexity..


Q1 2020 MONITOR


CMOS IMAGE SENSOR (CIS) QUARTERLY MARKET MONITOR - YOLE DEVELOPPEMENT

Q1 2020 Market Dynamics:

 •  Q4 2019 is 17% above revenue forecast...
 •   The coronavirus outbreak impact of the epidemic will influence mostly on mobile and consumer CIS market...
 •  2019 YoY revenue growth is higher than expected...
 •  CIS YoY growth should slow down to 7% in 2020...
 •  Long term growth should go below 10% within 5 years.
...

Q1 2020 MONITOR


COMPOUND SEMI. QUARTERLY MARKET MONITOR - YOLE DEVELOPPEMENT

Q1 2020 Market Dynamics:

 •  The adoption of GaN by Oppo in Q4-2019...
 •  Compared to the Q4-19 edition,...
 •  In the light of recent GaN adoption in consumer fast charger applications,...
 •  In parallel, power SiC market revenues...
 •  Power SiC market is mainly driven by EV/HEV applications...
...

Q1 2020 MONITOR


MARCH 18 - BATTERIES & ENERGY MANAGEMENT - YOLE DEVELOPPEMENT

Are battery packs at the heart of EV market explosion?

“The main driver for battery pack applications is the growing EV market segment,” says Milan Rosina, PhD, Principal Analyst, Power Electronics and Batteries, at Yole Développement (Yole), within the Power & Wireless division. “The EV sector is booming mainly due to the need to significantly reduce average vehicle fleet CO2 emissions to match governments’ strict CO2 emission reduction targets and thus avoid heavy penalties.”...

PRESS RELEASE: ENGLISH


MARCH 17 - ADVANCED PACKAGING - YOLE GROUP

Fan-Out: will it continue to exceed expectations?

“We have seen a growth in adoption of FO packaging over the year.”Indeed Stéphane Elisabeth, Technology & Cost Analyst from System Plus Consulting tells us the story: “It started a long time ago… Samsung has lost Apple’s APE packaging fight to TSMC thrice in a row since 2016. But, with SEMCO FO packaged APE+PMIC by panel-level manufacturing, the competitive landscape has been modified. Then, today, with PTI a potential leader in FO, an exciting new chapter in fan-out history begins.” ...

PRESS RELEASE: ENGLISH



MARCH 03 - MEMS - YOLE DEVELOPPEMENT

High-end inertial sensors: at the dawn of a mass-adoption?

“In 2019, we estimate that the global high-end inertial systems market reached more than US$3 billion, which remains a highly fragmented market with many applications”, says Dimitrios Damianos PhD., Technology and Market Analyst within the Photonics and Sensing division at Yole Développement (Yole). “There is strong potential that the high-end inertial market will surpass the US$4 billion milestone by 2025. At Yole we announce a 4.7% CAGR during this period.” ...

PRESS RELEASE: ENGLISH



FEBRUARY 26 - MEMORY - YOLE DEVELOPPEMENT

After the 3D XPoint take-off, emerging NVM keeps growing

“The stand-alone emerging NVM market will grow to over US$4 billion in 2025”, explains Simone Bertolazzi, PhD. Technology & Market Analyst at Yole Développement (Yole).“It will be driven by two key segments: low-latency storage (enterprise and client drives) and persistent memory (NVDIMMs).”

PRESS RELEASE: ENGLISH



FEBRUARY 20 - ADVANCED PACKAGING - YOLE DEVELOPPEMENT

System-in-Package, a success story

“The demand for SiP has increased significantly in recent years, with an adoption in a wide ranging of applications”, announces Favier Shoo, Technology & Market Analyst at Yole Développement (Yole).“This technology approach regards low-end including smaller package size & lower I/O count and high-end applications with larger package size & higher I/O. SiP is also leveraging different packaging technologies.” ...

PRESS RELEASE: ENGLISH



FEBRUARY 13 - IMAGING - YOLE DEVELOPPEMENT

3D imaging and sensing: now it is rear 3D sensing turn to be the leading growing application

“At Yole Développement (Yole), we expect the global 3D imaging and sensing market to expand from US$5.0 billion in 2019 to US$15.0 billion in 2025, at a 20% CAGR”
affirms Pierre Cambou, Principal Analyst, Imaging.
With the introduction of the iPhone X in September 2017, Apple set the technology and use-case standard for 3D sensing in the consumer space. Two years later, Android phone makers have taken a different approach, using ToF cameras instead of Structured Light and are placing them on the rear of the phone...

PRESS RELEASE: ENGLISH - CHINESE - JAPANESE



FEBRUARY 12 - COMPUTING - YOLE DEVELOPPEMENT

High-end CPU and GPU: HPC and cloud gaming are setting the bar for leadership

“The last few years have witnessed the rise of the leading-edge GPU / CPU markets”,announces Yohann Tschudi, PhD. Technology & Market Analyst at Yole Développement (Yole).“This has been driven by a host of datacenter applications, such as exascale computing and AI training.”  ...

PRESS RELEASE: ENGLISH - JAPANESE- CHINESE


FEBRUARY 6 - POWER ELECTRONICS - YOLE GROUP OF COMPANIES

EV/HEV are driving power module packaging innovations

“The power module is key in the development of power converters and inverters,” says Milan Rosina, PhD., Principal Analyst, Power Electronics & Batteries, Yole Développement (Yole). “At Yole, we expect this market to reach US$6 billion by 2024, with a 6.6% CAGR.”
“In the past, packaging needs were driven by industrial applications”,
comments Amine Allouche, Junior Costing Analyst at System Plus Consulting. “But time has changed, and today’s market is increasingly driven by EV/HEV. By 2024, the EV/HEV market segment will surely become the biggest power module market.” ...

PRESS RELEASE: ENGLISH 



JANUARY 29 - EMERGING TECHNOLOGIES - YOLE GROUP OF COMPANIES

Quantum technologies: a jump to a commercial state

“Quantum technologies are at the crossroads of numerous applications and fields,” says Eric Mounier, PhD. Fellow Analyst at Yole Développement (Yole).They span system engineering, materials research, cryogenic technology, software, semiconductors and photonics. They are still early stage technologies, but with huge potential, explains the market research & strategy consulting company in its new report Quantum Technologies report...

PRESS RELEASE: ENGLISH



JANUARY 24 - COMPOUND SEMICONDUCTOR  - YOLE GROUP OF COMPANIES

GaN-on-Si: many opportunites are driven by microLED, power electronics and RF electronics...

“2015-2020 period has shown tremendous and decisive changes within the GaN-on-Si landscape, especially the strategy of players involved,”affirms Nicolas Baron, CEO and Co-founder of KnowMade. He adds:“For example, Toshiba’s withdrawal from white LED market and the acquisition of IR by Infineon Technologies in 2015”...

PRESS RELEASE: ENGLISH



JANUARY 22 - SOFWARE & COMPUTING - MEDICAL IMAGING - YOLE GROUP OF COMPANIES

Medical imaging: artificial intelligence changes the rules…

“AI has the potential to change all of our diagnostics and treatment procedures to enable more personalized and effective medicine.” says Marjorie Villien, PhD. Technology & Market Analyst, Medical & Industrial Imaging at Yole Développement (Yole).
And Yohann Tschudi, PhD. Technology & Market Analyst, Computing & Software adds:
“At Yole, we estimate the total market in 2025 for software generated revenues through the sale of AI tools will reach US$2.9 billion with a 36% CAGR between 2019 and 2025. These revenues can be shared between the main applications including improved image capture, noise reduction, image reconstruction, screening, diagnostic and treatment planning.” … 

PRESS RELEASE: ENGLISH



JANUARY 22 - SEMICONDUCTOR MANUFACTURING - YOLE DEVELOPPEMENT

Epitaxy equipment market blows up, pushed by VCSEL & disruptive LED devices

“The epitaxy growth equipment market for “More than Moore” devices was worth close to US$990 million in 2019,”announces Amandine Pizzagalli, Technology & Market Analyst, Semiconductor Manufacturing at Yole Développement (Yole).“And it is expected to reach more than US$6 billion by 2025 in the aggressive scenario.”
From a technical point of view, MOCVD services the majority of the III-V compound semiconductor epitaxy industry, such as GaAs and GaN based devices. High-Temperature (HT) CVD serves the majority of mainstream silicon-based components and SiC devices… 

PRESS RELEASE: ENGLISH - CHINESE



JANUARY 16 - ADVANCED PACKAGING - YOLE DEVELOPPEMENT

Electrification & autonomy: another (r)evolution for the automotive sector?

“The automotive industry is facing a downturn in car sales - this is accepted reality,” asserts Santosh Kumar, Principal Analyst and Director Packaging, Assembly & Substrates, Yole Korea.“The industry’s difficulties are partly linked to the political tension between China & USA, Brexit and the severe ecological regulations in Europe”.
These occurrences are global drivers that the automotive industry cannot predict or control but must live through. The trend is expected to recover in 2020. Though events occurring in 2020 may influence this trend in either direction... 

PRESS RELEASE: ENGLISH

JANUARY 15 - MEMS & SENSORS - YOLE GROUP OF COMPANIES

Sensor makers are becoming a growing interest for the HVAC sector

The gas sensor market for HVAC applications is showing one of the most important growths within the overall gas and particles industry, between 2018 and 2023. Indeed, Yole Développement (Yole), the market research and strategy consulting company, has forecast a US$ 107 million market in 2023 with an impressive 12.5% CAGR between 2018 and 2023. During the same period, Sensirion, manufacturer of sensors for the measurement and control of flow and environmental parameters, released a humidity, temperature and carbon dioxide concentration sensor, the SCD30. This device is the first solution offered by the Swiss company especially developed and designed for HVAC systems. It announces the entrance of Sensirion within this growing market segment and more HVAC sensors will follow (Example: the announcement of the SCD40 in May 2019)...

PRESS RELEASE: ENGLISH

JANUARY 9 - POWER ELECTRONICS - YOLE DEVELOPPEMENT

EV/HEV is driving power electronics innovations

“The EV/HEV race has begun”,affirms Milan Rosina, PhD Principal Analyst, Power & Wireless and Batteries at Yole Développement (Yole).“The Transition period towards full vehicle electrification is entering into its next phase, with important vehicle electrification strategic plans announced by conventional automotive players and focus on stronger vehicle electrification”.
And Hong Lin, PhD Principal Analyst, Compound Semiconductor at Yole adds: “Indeed market figures look promising. In 2018, 1.32 million BEV were purchased, along with 0.75 million PHEV - compared to 0.78 million units and 0.41 million units in 2017, respectively. This equates to year-over-year growth of 68% and 84%, respectively. Moreover, sales of other hybrid cars have also increased”...   

PRESS RELEASE: ENGLISH - GERMAN - JAPANESE - CHINESE


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