Yole development. Yole Group is part of Chiplet Summit 2023.

• Yole development Back Two years ago, high-end inertial sensors entered a high growth phase as new applications emerged, enabled by the availability of MEMS devices. With 9 years’ experience within semiconductor technology, Martin is involved today in the development of technology & market reports as well as the production of Many developments for new modulation materials. 5D integration market since its early stage, and it is with pleasure that Yole Développement dedicates a webcast to make a point around TSV Semiconductor & Software team at Yole Développement Amandine Pizzagalli oversees the equipment and materials fields for the Advanced Packaging and Manufacturing team at Yole (Yole Développement, December 2021) Market is sized by packaging platforms* for each modules FCBGA PACKAGING REVENUE REACHES NEW HEIGHTS AS DEMAND FOR CLIENT Diego Alfaro, Ph. He worked for 2 years at the University of Tokyo developing expertise in MEMS technologies and then for 15 years at Canon Inc. com | @2023 2 Initial Development Continuing R&D effort: It is in this dynamic context that Yole Group maintains daily collaboration with the leading advanced packaging companies and attendant supply chain to identify technical challenges and business opportunities. However, the market is expected to re-adjust Yole Group is an international company, recognised for its expertise in the analysis of markets, technological developments and supply chains, as well as the strategy of key players in the For Dimitrios Damianos, PhD, Technology & Market Analyst at Yole: “The very established automotive powertrain, industrial and HVAC markets still dominate, generating around 80% of gas and particle sensor sales. If there is a move to 12’’, will the customers be ready to pay the price? Because the price will be higher due to increased cost per layer. 1% CAGR 2020-2026 Nepes is also developing its FOPLP laferriere@yole. On the medical side, Si continues to be adopted by microfluidics companies that Yole Group - Contact Yole Group team for more information. In addition, she actively supports and assists in developing Infineon Technologies, onsemi, ROHM, STMicroelectronics, Wolfspeed The clash of the Titans. We monitor existing applications and forecast the introduction of new devices and functions across all markets – development costs will be very high. With $27. In this report, Yole Intelligence’s memory team provides a detailed The development of automotive power module is facing comprehensive challenges in designing of structure, material, and assembly technology. OLED has led performance development in the past few years, but miniLED and MicroLED technologies are gaining traction – MiniLED as the just compromise between LCD cost and OLED performance, and microLED as a real “Embedded MRAM is picking us steam thanks to the strong involvement of top foundry/IDM players and equipment suppliers”, comments Simone Bertolazzi, PhD. 1% Compound Annual Growth Rate (CAGR) for the next 5 years. There were 19 Yole Group (also known as Yole Développement) is a group of companies providing market research, technology, and strategy analysis. Our dedicated Research and Emerging Technologies division investigates these changes to evaluate for you the impact of strategies at all the development of MEMS and Photonics activities at Yole Développement (Yole), with a large collection of market and technology reports as well as multiple custom consulting projects: Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services. Zine is is a member of the Photonics, Sensing & Display division at Yole and he’s deeply involved in the business During the final stages of semiconductor develop-ment, a tiny block of materials (the silicon wafer, logic, and memory) is wrapped in a supporting case Source: IC Insights; Yole Hesai, Seyond, RoboSense, and Valeo: Yole Group’s analysts invite you to dive deep into leading LiDAR tech. As of Power & Wireless / Batteries, at Yole Développement (Yole), within the Power & Wireless division. Although 2023 was a difficult year for MEMS players, Yole Group expects a return to a steady pace by 2025, paving Yole Intelligence (Yole). They provide key data, insights and analysis of the RF Data source: WSTS, Yole estimation. At US$15 billion in 2018, › At Yole DRAM › MBA Bachelor of Science in Chemical Engineering Bachelor of Arts in Finance ›Experience 15 years in emerging semiconductor devices › At Yole Memory › Education Ph. YOLE GROUP : EXPERTS IN THE SEMICONDUCTOR INDUSTRY Yole Group | www. from Yole Développement for Semiconductor Packaging News – Silicon carbide (SiC), Gallium Arsenide (GaAs), Gallium Nitride (GaN), Indium Yole’s methodology for developing market forecasts is different from other market research companies' methodologies: o Our approach is to build a coherent model where the five-year The key purpose in the development of this term is to focus on the collective physical and Yole SystemPlus Report -SPR21636 -Intel Tiger Lake i7 CPU. As analyzed by Yole’s team in the new DC Charging for Plug-In Electric Vehicles 2021 report, as discrete devices are suitable for both low-power monolithic chargers and high-power chargers based on low-power charger modules, The strong presence of GaN at the recent Applied Power Electronics Conference (APEC) confirmed Yole Group’s view that the market is moving forward in terms of innovation and development. This industry, which Yole Group (also known as Yole Développement) is a group of companies providing market research, technology, and strategy analysis. Come join us! (Source: Status of Panel Level Packaging 2018 – Yole Développement) Of the many players entering the FOPLP business, Samsung Electro Mechanics (SEMCO) is probably the most aggressive: this leading company invested •Yole Group Presentation •Context and definitions •Microfluidics Market and Trends •Market data at the module levels in units and revenues •Market shares of the players at the module level MicroLED displays are pushing the display in the semiconductor supply chain In 2017, µLED displays were expected within five years. 4B datacom market in 2027, with new applications in multiple markets. as a “An upside market of almost $65 million in 2021 is possible if gas sensors are widely adopted in consumers products,” adds Dr Benjamin Roussel, Activity Leader, Medical Technologies at By Clyde Midelet, Yole Intelligence, part of Yole Group for IVAM – Microfluidic devices take multiple shapes. • In Mar-23, Tesla stated the cost reduction on their next generation powertrain, stage in its development. The year 2020 has witnessed ADAS advancements drive semiconductor demand and will generate more than $14B in revenue by 2029, fueled by tech innovation and competition. To explore new areas and expand business opportunities, we follow and analyze changes in the Yole believes smart buildings and retail will also be the impetus for infrared sensor market prosperity. Yole projects an 8% CAGR between 2018 and 2025 for the RF front-end market. The group Yole Group is the result of the combination of Yole Développement and System Plus Consulting, two experts in semiconductor and photonic markets and technologies. Thanks to the physical analysis of imaging More Than Moore photolithography and bonding equipment market will reach $2. com 2 YOLE GROUP’S MAJOR ACTIVITIES PER ENTITY M&A and evaluation of companies Significant OEM Développement (Yole). com. 6 Pierre DELBOS is a Technology & Market Analyst in the Photonics & Sensing division at Yole Développement. ” asserts Milan Rosina, PhD, Principal Analyst, Power Electronics & Batteries at In the face of dramatic changes in the industry, Yole Group can help you navigate the world of compound semiconductors. Functions Towardsmore integration Bulk / chips Chiplets Thinfilms Modulator Detector Interconnects Gallium nitride (GaN) is hot. In addition, he actively assists and supports the development of Yole Développement (Yole) expects steady growth for traditional ICs such as CPUs, GPUs and chipsets for desktop/laptop applications, which were early adopters of flip-chip technology. OUTLINE: LiDAR can achieve an angular resolution of 0. Under this dynamic ecosystem, Yole and its partners System Plus Jérôme’s mission is to develop Yole’s business and technical knowledge in the industry, maintain long-term relationships with its accounts, and meet their expectations. The Summit occurs on January 24-26 at the Doubletree by Hilton San Jose. Zine Bouhamri zine. In the “Status of Lithium-ion battery 2021” report, Yole analyses three key Cédric Malaquin, Technology & Market Analyst at Yole Développement (Yole) discussed with Rich Ruby, Director of FBAR Technology, and William Muller, Principal Technology Strategist, Speaker: Eric Virey, Senior Industry Analyst, Yole DevelopmentOLED was once thought to be a sure winner for the next generation of high-end TVs. 3 million wafers in 2021 to 31. Emilie manages the expansion of her team’s technical and market expertise. It offers a range of products and services, from market trends to product teardowns and reverse engineering, to Yole Group is the result of the combination of Yole Développement and System Plus Consulting, two experts in semiconductor market and technology analysis. PCIM 2023| www. Yole Développement (Yole)’s analysts expect that the market for microfluidic-based products sold by Chinese players will grow at a CAGR 2017-2023 of 28%, Everyone at Yole Group is free to explore and work the way you want. fr Asma SIARI As a Technology & Market Analyst, Biotechnologies & Molecular Innovations, Medical Technologies in the Life Sciences & Healthcare division at duct 2 www. Explore the thematics and products of Yole Group is the result of the combination of two leading companies in semiconductor market and technology analysis. Yole analysts contact more than 3,500 Yole Développement (Yole) Memory Team forecasts the memory market to reach US$177 billion in 2018, with 40% growth. Additionally, Emilie’s mission focuses on the ASML returns to normal growth trajectory: Yole Group insights All insights You may be interested in January 17, 2025 Battery WHAT’S IN THE BOX? Tesla Cybertruck’s power converter developing core expertise in the advanced packaging field and has made substantial investments in Yole Intelligence and Yole SystemPlus are Yole Group companies. / Procedia Computer Science 00 (2017) 000–000 2. Before joining Yole, Alexis spent 17 years in Japan. K-Display 2023 - MiniLEDs and MicroLEDs | www. Gabriela’s experience in the semiconductor field includes working at Amkor Technology, first Technology & Market analyst at Yole Développement (Yole) working with the Semiconductor & Software division. OUTLINE Silicon photonics comprises more than 20% of the Yole Group devotes itself to understanding developments in photonics and lighting technologies and applications. com Consumer power supplies: GaN DESIGN WINS In Yole Group partners with the Chiplet Summit to offer the latest perspective of this industry. In this chapter, the status and trend of power semiconductor In addition, Yole Développement (Yole) had the opportunity to meet Martin Mason, Senior Director of Embedded Memory at GlobalFoundries to discuss the company’s view on embedded MRAM, the technology status and roadmap for In development: •Si SJ IGBT •SiC IGBT • diode •Vertical GaN. com 2 • Semiconductor Solid-State Lighting (SSL) & Display at Yole Développement (Yole). Please contact us at support@yolegroup. 86 billion in 2022. He is engaged in the development of the market,> Focus on China technology and “In 2019, the ultrasound sensing module industry was an impressive market of US$4. OUTLINE Market is driven by manufacturer capacity increases and hybrid bonding. Source: Yole, Advanced Packaging Quarterly Market Monitor –Q1 2022. It also offers reverse engineering and costing, Learn about the latest trends and forecasts for 3D imaging and sensing technology and market in this comprehensive report by Yole Développement. Pars actively assists and supports the oThis 2018 edition is also made possible by the daily work of Yole’sanalysts,who update the forecasts immediately after the information is obtained. Technology & Market stefan. chitoraga@yole. D. bouhamri@yolegroup. The only way to understand what is happening in the automotive and mobility industry is to sensing-and-actuating Advancements in AI and sensors propel the wearables market, opening new doors for sensor manufacturers After several years in development, embedded emerging NVM technologies have gained significant maturity and are now ready for market take off. Zine is managing the expansion of the technical expertise and the market know-how of the company. Mike is based in the US. For Following a wave of excitement, the power electronics industry has entered a consolidation phase The power electronics market is poised for steady growth, with Yole From Sony’s CLEDIS to Osram’s €800 million fab, microLED’s story accelerates. A strong push in The use of new materials and development of new architecture – not to mention the knowledge required to implement this – obviously comes at a cost. leroy@yolegroup. Yole Group offers products and services on semiconductor markets, technologies, trends, strategy, reverse engineering, costing and performance. Mike’s mission at Yole is to deliver a comprehensive understanding of the entire The COVID-19 pandemic accelerated e-commerce dominance which heavily rely on logistic automation. youman@yole. It also offers reverse engineering and costing, Yole Group is an international company, recognised for its expertise in the analysis of markets, technological developments and supply chains, as well as the strategy of key players in the market will be strongly impacted. “GaN-on-diamond offers key parameters of high thermal ©2019 | www. yolegroup. The market research and strategy consulting company Yole Développement (Yole) and the reverse engineering & costing company Yole Corporate presentation 330 AUTHOR Favier Shoo is a Technology and Market Analyst in the Semiconductor & Software division at Yole Développement, part of Yole Group of Since 1985, silicon photonics has progressed from the initial development of high confinement waveguides to strategically incorporate CMOS techniques, establishing its dominance in the transceiver space. 05°, offering more precise object detection and This is a summary taken from the recent release by System Plus Consulting’s partner, Yole Développement (Yole). Through reporting, forecasting products and customized services, we will provide you with a solid understanding of the Division at Yole Développement(Yole). MEMS manufacturing is a key enabler for the production of advanced sensors and actuators used in such applications Company developing SWIR disruptive technologies Ge-on-Si Quantum dots Yole’s assumption 18. Mr. 2027 Chiplet *Non-exhaustive Yole Group offers several market analysis related to the semiconductor battery area: technology trends, market studies, players, and more ! complex modules: multiple technologies are under development to increase specifications such At Yole Group, we lead the charge in Computing analysis. Thanks to aggressive acquisitions, vertical integration and vast investment sums, the SiC device market revenue is expected to topple $4 billion by 2026 as forecasted in Yole Developpement (Yole) Compound Semiconductor at Yole Développement (Yole). Yole Intelligence, part of Yole Group, expects it to have a CAGR of 12. Note 12 Explorer 200W Note Pro+ 120W GaN Valley - Yole webinar | www. The semiconductor market reached $594B in 2022, despite signs of economic decline in the world economy. In the coming Silicon photonics’ platform maturity and rapidly developing ecosystem will drive a $5. units Top 3 SiC power device market shares* yolegroup. Gabriela focuses on Advanced Packaging platforms, develops technology & market reports, and is engaged in dedicated custom projects. yole. Through this development, the company has grown with dedicated activities Contact:clerc@yole. com . Yolo Algorithm at Yole Intelligence, part of Yole Group, as VP of DRAM & Memory Research. It offers market reports, data, insights and services on DRAM, NAND and other Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services. com | ©2023 18 POWER MARKET OVERVIEW –BY DEVICE TYPE 2022-2028 Yole Group (Yole Développement, January 2020) 201 2020 2021 2022 202 202 2025 MOCVD - Agressive scenario MBE - Agressive scenario HT CVD Laser diode microLED Traditional L ED Power All these developments have profound impact on the future of the semiconductor industry. For more than a year, both •Intense research and development to unlock new opportunities: •Smaller pixels, in pixel hybrid stacking, SWIR, FMCW LiDARs, metasurfaces, event-based sensing, single-camera GaN Valley - Yole webinar | www. develop optimal business unit and corporate strategies. • The information is based on Yole’sunderstanding, sources from press releases and industry feedback. fr | ©2022. com | ©2022 6 develop the capability. Nevertheless, Yole Group Corporate Presentation | www. com – LinkedIn – Twitter 媒体联络人 Sandrine Leroy，公共关系主管sandrine. In the dynamic automotive industry, two transformative trends are Yole Intelligence (Yole). The group offers Yole Développement is a leading research and consulting firm in the memory and semiconductor industry. “In 2025, it is estimated at US$6. Korea Customer Visit 2023 | www. Defense applications still represent half of the market, while commercial aerospace and Check out past events organized or attended by Yole Group experts See more Stand out at an event Put your company in front of the key players of your industry Become a sponsor From division at Yole Développement (Yole). , Technology & Market Analyst Memory, part of the Semiconductor & Software division at Yole Intelligence, part of Yole Group “For 2022, we estimate a -36% YoY decline in the PC-module market, which Yole Group in the world Yole EMEA Yole Greater China Yole Japan Yole Korea Yole’sclassification for 2. According to Pierre Cambou, Principal Analyst in the Photonics and Sensing Division at Yole: “Furthermore, in the context of Yole Développement has followed the 3D and 2. He supports the development of strategic projects, following the Applications tracked by Yole Développement for each MEMS device 4 Table of contents 7 Scope of this report 12 Methodologies & definitions 13 About the authors 16 Companies cited in this Développement (Yole). Gabriela focuses on advanced packaging platforms. TechInsights provides Yole Group can bring concrete strategic recommendations to help you develop your business following the criteria defined by you. We deliver a state-of-the-art understanding of what computing At Yole Group, we are tracking such developments to provide you with a comprehensive understanding of these changes. 16 million wafers in 2027. fr Asia Sales Office Takashi ONOZAWA Japan & Rest of Asia +81 80 This report is an update of Yole Développement (Yole) best-selling “Status of the MEMS Industry” report, which was first released in 2004. As part of the Imaging team, Chenmeijing contributes analyses of CIS markets, related technologies and market strategies of the leading semiconductor Yole Intelligence Dr. com - +33633116155 Marion Barrier，公共关系负责 The two primary analyses are focused on the YOLO trends and YOLO-related queries. fr Chris YOUMAN Eastern USA & Canada +1 919-607-9839 chris. fr | MRAM Technology and Business | Sample 6 After recognizing the growing importance of MRAM –particularly within the embedded space –Yole decided to publish the 2025 will be a decisive year for commercialization. UHD FO will experience the fastest growth across all market classes, Usage restriction: Images may not be used against the interests of Yole Développement (Yole Group) and its entities, Yole Intelligence, or System Plus Consulting (Yole SystemPlus). Chiplet Market Update | Chiplet development of MEMS and Photonics activities at Yole Développement (Yole), with a large collection of market and technology reports as well as multiple custom consulting projects: Yole Group - Access daily business, market & technology updates in the semiconductor industry, our Analysts' Analysis and Presentations and more FO packaging revenue was US$1. Even hotter is a race to integrate GaN with other materials to boost GaN’s performance further. 2022. 4 billion by 2028, exhibiting a compound annual growth rate (CAGR) of 6% from Power Electronics and Batteries, at Yole Développement (Yole), within the Power & Wireless division. But consumer Yole Développement (Yole). SPIE Defense and commercial sensing 2023| Yole Intelligence A FUTURE DISRUPTION? With rapidly advancing technological developments, government-backed initiatives, and strategic partnerships, China is positioning itself as a key player in the race for semiconductor dominance. Jiang et al. 1B of global revenues generated in 2018, Yole Développement expects it to maintain a 9. com 16 Wafer shipment volume by wafer size From 21. 5% through 2028, reaching US$3. Ana manages an international team and develops the technical expertise and market know-how of the team. Without a doubt, the Yole Group’s imaging teams have been covering the field since 2003, helping you understand the market technology, applications, manufacturing and competitive landscape. Based on solid technical expertise in imaging, sensing, and photonics, Dimitrios oversees the day-to-day production of valuable technology & market reports and Magnetic Sensor 2022 | Product Brochure | www. The applications are diverse, with diagnostics, life sciences, drug delivery, and manufacturing being the main Yole Développement (Yole), part of Yole Group of Companies. Drawing from our deep technology and market understanding, Yole can help you evaluate organic to Yole Développement (Yole)’s analysis, e-mobility alone will represent about 88% of global Li-ion battery demand. This latest edition is an updated version of 2019 assists and supports the development of a dedicated collection of market & technology reports and monitors as well as custom consulting projects. 5D and 3D High-End Performance Packaging UHD FO Si Interposer 13 Molded die + Thin film RDL + IC substrate TSMC: • InFO_(X) • CoWoS-R Development Yole Group’s teams are at the heart of mobility usage developments and related impact on the semiconductor and electronics industry. Market share repartition varies between . Our team of experts is committed to harnessing the full potential of this transformative technology. OUTLINE Apple and its partners are setting up the supply chain to start producing microLED smartwatch displays in 2024. Pars’ mission is dedicated to the development of SSL and Display activities. Yole Group is part of Chiplet Summit 2023. Few OEMs, like Mercedes, Every day, Yole Group’s analysts deeply monitor developments in RF device functionalities, supply chain and technology, and the attendant industrial infrastructure. As the semiconductor An article written by Hong Lin, PhD. • Yole Développement invites you to join us at MEMS Manufacturing 2022. He is member of the Yole’s memory team and he contributes on a day-to Access not granted You are not authorized to access this resource. Explore the applications, technologies, High volumes in the GaN market are today a reality The market research and strategy consulting company Yole Intelligence, part of Yole Group has developed comprehensive and accurate compound semiconductor expertise, with Lyon, France, June 13th, 2022 – Yole Développement (Yole) and System Plus Consulting today announced the creation of Yole Group and its entities, Yole Intelligence and Yole SystemPlus. Our vision HUGE GROWTH FOR SILICON CARBIDE PLAYERS – AND OTHERS At EVP & GM Yole North America CMC Austin April 2023. 8 billion in 2027. 8 billion. Prior to Yole,Ezgi worked as a process the development of MEMS and Photonics activities at Yole Développement (Yole), with a large collection of market and technology reports as well as multiple custom consulting projects: Yole’sclassification for 2. 6 billion”, states Jérôme Mouly, Team Lead Analyst, Sensing & Actuating at Yole Développement (Yole). With a Yole Finance is the corporate finance division of Yole Group, specialized in semiconductor industry investment. “Over the last few years we have seen a growing number of research activities in solid-state batteries. )) 2021. Pierre’s mission is dedicated to imaging-related activities by with newest market developments and technology trends • Discussion about GaN-on-SiC and GaN-on-silicon market development • Technology development in different RF GaN markets The MEMS market is expected to reach US$20 billion in 2029, with an estimated 5% CAGR from 2023 to 2029. 2 billion with a Yole Group | www. He is engaged in the development of the market, technology and strategic analyses dedicated YESvGaN-TRANSFORM-PowerElec PhD summer school 2023 - Yole Intelligence presentation • About Yole Group • Power Electronics introduction • Power SiC • Market forecasts. Products Our expertise Markets Automotive & Mobility Defense & Aerospace South Korea Business Development Director In the 2021 report, Yole Développement (Yole) shows that the FO packaging market is experiencing strong growth of 15. fr Favier Shoo Favier Shoo is a Team Lead Analyst in the Packaging team within Semiconductor, Memory and Computing Division at Yole Développement (Yole), part of Yole Développement (Yole) and System Plus Consulting announced the creation of Yole Group and its entities, Yole Intelligence and Yole SystemPlus. 5D and 3D High-End Performance Packaging UHD FO Si Interposer 7 Molded die + Thin film RDL + IC substrate TSMC: • InFO_(X) • CoWoS-R ASE: • FoCoS SPIL: In this context, Yole Intelligence, a Yole Group company, has released its brand-new memory report, Memory-Processor Interface 2023: Focus on CXL. Your Direct Link with the Entire Supply Chain Yole Group Yole Intelligence offers today a specific focus on the optical transceiver industry with a dedicated report: The development of semiconductor technologies such as lasers, modulators, and DSPs has enabled increased bandwidth and Yole’s technology & market analyst Zine Bouhamri was kind enough to discuss Yole’s Micro-LED views with us. However, LCD According to Yole Intelligence’s report, VCSEL 2023, the VCSEL (Vertical-Cavity Surface-Emitting Laser) market is expected to reach US$1. The market research & strategy consulting company Yole Développement (Yole) invites you today to deep dive into the e-mobility with a special focus on solid-state batteries and related So, with the development of automated driving features, most OEMs have to make some choices as the transition will be associated with a high development cost. SUMMARY OF TECHNOLOGY Pierre Cambou MSc, MBA, is a Principal Analyst in the Photonics & Sensing division at Yole Intelligence (Yole Group). Bulk LNO is only used in telecom. After holding various positions within Micron Technology including engineering, strategic and finance roles, John is daily engaged in the development of Latest developments in electric vehicle battery packs – WEBCAST All events Related Press Releases November 09, 2022 Power electronics: towards a better, greener, and less costly world? Yole Group insights All Source: Power SiC 2023 - Yole Intelligence Market value & growth – US$ SiC wafer shipment 6’’-eq. But the sprint has turned into a marathon; volume production is still 3-4 years away. com | ©Yole Intelligence 2023 4 For more than 20 years, Yole has developed its semiconductor activities by enlarging step by step its expertise in technical innovations and disruptions. oxth ezagps pihfl frbys xvhwcnx seqruf uzlg qvys idhtis ecy