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From Technologies to Market
5G’s Impact on RF
Front-End Module
and Connectivity for
Cell phones 2019
Market and Technology
Report 2019
Sample
©2019
2
 Glossary and definition 2
 Table of contents 4
 Report objectives 5
 Report scope 6
 Report methodology 7
 About the authors 8
 Companies cited in this report 9
 What we got right, What we got wrong 10
 Executive Summary 11
 Market forecasts 51
o Market forecast in $M by RF component & air standard
o Component forecast in Mu
o Technology breakdown by component in Mu
o Wafer start per technology in kw
 Market trends 99
o 5G mobile market dynamics
o 5G use cases review
o Status of network rollout
o Current and future 5G spectrum
5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
TABLE OF CONTENTS
Part 1/1
 Market shares and supply chain 129
o Smartphone and feature phone market share
o Overall RF Front End market share
o Component per component market share
o Players ranking with financial analysis
o Company outlook
o Status on M&A
o Ecosystem and business model analysis
o Supply chain analysis (IDM, foundry and OSAT)
 Technology trends 180
o Radio access technology trend
o PA technology status
o Switch roadmap overview
o Filter technology review (BAW vs emerging thin film SAW, IPD)
o Antenna tuning technology status
 Outlooks 220
o Conclusions
o Related reports
3
Cédric Malaquin
As a Technology & Market Analyst, specialized in RF devices & technologies within the Power & Wireless division at Yole Développement (Yole),
Cédric Malaquin is involved in the development of technology & market reports as well as the production of custom consulting projects. Prior
his mission atYole, Cédric first served Soitec as a process integration engineer during 9 years, then as an electrical characterization engineer
during 6 years. He deeply contributed to FDSOI and RFSOI products characterization. He has also authored or co-authored three patents and
five international publications in the semiconductor field. Cédric graduated from Polytech Lille in France with an engineering degree in
microelectronics and material sciences.
Contact: malaquin@yole.fr
Antoine Bonnabel
Antoine Bonnabel works as a Technology & Market Analyst for the Power & Wireless team ofYole Développement (Yole). He carries out
technical, marketing and strategic analyses focused on RF devices, related technologies and markets. Prior toYole, Antoine was R&D Program
Manager for DelfMEMS (FR), a company specializing in RF switches and supervised Intellectual Property and Business Intelligence activities of this
company. In addition, he also has co-authored several market reports and is co-inventor of three patents in RF MEMS design.Antoine holds a
M.Sc. in Microelectronics from Grenoble Institute ofTechnologies (France) and a M.Sc. in Management from Grenoble Graduate School of
Business (France).
Contact: bonnabel@yole.fr
ABOUT THE AUTHORS
Biographies & contacts
5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
4
Active Semi,Airoha,Akoustis,AMKOR,Apple,ASE,Asus,AT&T,AwinIC, Broadcom, CanaanTek,
Cavendish Kinetics, China Mobile, ChinaTelecom, China Unicom, Chip Bond, CoolPad, CSMC, Cypress
Semiconductor, EE, Elisa, Etisalat, GlobalFoundries, Google, HH Grace, HiSilicon, HMD Global, HTC,
Huatian, Huawei, Huntersun, InariTechnology, Infineon, Intel, IQE, Itel, JCET, Jio, JRC, KDDI, KT, Kyocera,
Lansus, Lenovo, LG, LG U+, Maxscend, MediaTek, Meizu, MonacoTelecom, Murata, NationZ, NTT
Docomo, NXP, ON Semiconductor, OnePlus, Ooredoo, Oppo, Orange, Psemi, Qorvo, Qualcomm,
Quantenna, RDA, Resonant, Richwave, Samsung, Samsung Electro Mechanical, SAWNICS, Shoulder,
ShunSin technology, SKTelecom, Skyworks, Smarter Micro, SMIC, SoftBank, Soitec, Sony, SPIL,
Spreadtrum, Sprint, ST Microecletronics, STC, Sunrise, Swisscom,TaiyoYuden,TCL,TDK EPCOS,Tecno
Mobile,Telefonica,Telia,Telstra,TIM,T-Mobile,Toshiba,TowerJazz,Tpsco,TSMC, UMC, Unisem, USI
Vanchip,Verizon,VIVA,Vivo,Vodafone,WillSemi,WIN Semiconductors,WIPAM,Wisol, Xiaomi, Xpeedic,
Yuzhen IC, ZTE.
5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
COMPANIES CITED IN THIS REPORT
555G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
SCOPE OFTHE REPORT
Yours needs are
out of the report’
scope?
Contact us for a custom:
RF Front-end modules and components
Connectivity modules and components
5G sub 6 GHz and 5G mmWave modules and components
Modems, transceivers, baseband processors
Antennas, …
Topics NOT included in the report
Focus of the report
65G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
MOBILE PHONE FORECAST
By air standard
• 5G phones have entered the market in 2019 and
exhibit 72% CAGR 2019-2025
• First shipment expected in the US, Korea and in
Europe
• 5G phone shipment will represent 29% of the
market in 2025
• 5G mmWave phones should represent 13% of
5G phone by 2025
• 4G+ phones shipment represented the majority of
smartphone sales in 2018 (73%), spanning from
Entry level to Luxury phones segment
• 4G+ phones shipment will suffer from the
pressure of 5G phones penetration rate
• 4G phones shipment will continue to increase
expanding from the Entry Level smartphone
segment to the Feature phone segment
• 2G and 3G phones will continue to decrease as
4G progress in the Feature phone segment
75G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
SMARTPHONE OEM MARKET SHARE
2018
• Overall smartphone market in 2018 was $422B
• Smartphone ASP was $232 in 2018
• OEM market share progression between 2017 and
2018 is depicted below
$422B
2018
$167B
$85B
$50B
$21B
$17B
$17B
8
RF FRONT END ECOSYSTEM
5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
OSAT services
Handset device stage
5G modem
Discrete components Integrated modules
RF filter
Diplexer/Multiplexer
PA
Antenna tuner
RF switch
LNA
RF component stage
Front-End module stage
9
5G SPECTRUM BANDWIDTH
In comparison with LTE
5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
LTE
5G refarmingLB
MB
HB
UHB
mm
Wave
LTE
5G refarming
LTE
5G refarming
5G NR
5G NR
300 MHz 600 MHz 2 GHz 7.4 GHz
Total
bandwidth
1.5 GHz
2 GHz
3 GHz
6 GHz
39 GHz
N77, N78, N79
N257
N258
N260
N261
N1, N66, N40, N7, N38, N41
N3, N2, N25, N39, N34, N70, N80
N71, N12, N28, N20, N5, N8
5G NR N81, N82, N83 (SUL)
5G NR N80, N86 (SUL)
5G NR N84 (SUL)
5G refarming
5G NR
0.6 GHz
C band (UHB) and
mmWave spectrum
provide the wide
bandwidth required
for 5G fast data
rate. Below 3 GHz,
5G will essentially
comes from 3G/LTE
band refarming,
augmented by low
to mid frequency
band for
Supplementary
Uplink.
10
RF MARKET SEGMENTATION
Front-end and connectivity
Overall RF market
is divided in 2
main segments: RF
Front End which
aggregate all RF
content
supporting cellular
technologies
(2G,3G,4G,5G)
and Connectivity
that includeWiFi,
Bluetooth and
Geo-localization
technologies.
5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
Main path
Diversity path
Rx
Rx
Tx
Tx
Rx
Rx
11
TEARDOWN SAMPLE PER MOBILE PHONE SEGMENT
An extensiveTear Down analysis
An extensive
Cellphone
Teardown has been
performed this year
thanks to our sister
company
SystemPlus
Consulting.
This teardown
analysis has been
based on the 4
defined smartphone
segments which
allowed us to also
precisely investigate
the entry level
phone architectures
where discrete
components are
favored for cost
reasons.
5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
Huawei Nova4iPhone XS Oppo F5
Samsung A9
Samsung S10
Xiaomi Mi8Huawei P20 Vivo NEX
125G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
MARKET FORECAST, COMPONENTVOLUME AND WAFER START
135G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
MARKET SHARE
14
LINKED REPORT
RF Front-End Module Technical Comparison
2019
Structural, Process & Costing Report by System Plus
Consulting – August 2019
Extensive overview of 100 RF Front-End modules and
components found in eight leading flagship smartphones from
Apple, Samsung, Huawei, Xiaomi, and Oppo.
More details here.
Bundle offer available - Contact us for more information.
5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
15
Contact our
SalesTeam
for more
information
Advanced RF System-in-
Package for Cellphones 2019
5G’s Impact onTelecom
Infrastructure 2019
Yole Développement
5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
16
Contact our
SalesTeam
for more
information
System Plus Consulting
Broadcom AFEM-8092 System-in-Package
in the Apple iPhone Xs/Xr Series
5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
17
Contact our
SalesTeam
for more
information
KnowMade
RF Front End Modules for
Cellphones 2018 – Patent Landscape
Analysis
Antenna for 5G and 5G-related
Applications – Patent Landscape
Analysis
5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
Familiarity with the mobile phone’s RF front-end
architecture is critical to understanding this market.
Leveraging System Plus Consulting’s extensive
teardown analysis (more than 50 phone teardowns
realized), Yole Développement (Yole) has built
an overall picture of RF front-end architecture.
The main phone manufacturers differentiate from
each other in the RF field by adopting either an
integrated or a discrete approach. In the former
segment, market leaders Samsung and Apple,
along with smaller OEMs like Sony, LG, Google,
and ZTE, are moving towards integration with
complex RF modules from Broadcom, Skyworks,
Qorvo, Qualcomm, and Murata. “Integrated”
players prefer to focus on the user experience with
innovative features like “Face ID”, wireless charging,
AI camera, gesture recognition, and the human
machine interface, thus leaving most of the RF
front-end’s complexities to the RF module makers.
Meanwhile, markets challengers like Huawei,
Xiaomi, Oppo, and Vivo, which drive as much
volume as the market leaders, favor a discrete
approach whenever possible. This allows them
to keep the RF bill-of-materials (BoM) as low as
possible in order to offer aggressive selling prices
in this competitive market.
A comparison of teardowns for Huawei’s P20
Pro and Samsung’s S10 illustrates these opposing
strategies. The P20 Pro RF board is made of 45
discrete components and four integrated modules
(incorporating 25 components), while the Samsung
S10 comprises 17 discrete components and eight
integrated modules (incorporating 71 components).
Consequently, the BoM for the RF front-end in the
S10 ends up being double that of the P20 Pro, even
though both devices exhibit similar downlink-speed
performance. Also, both devices support more
than 30 bands and use similar technologies, such as
carrier aggregation and 4x4 MIMO.
5G radio’s introduction in mobile phones definitely
adds more complexity to the already complicated
RF front-end, and it is likely to exacerbate the
phenomenon since price pressure on the RF front-
end will be even bigger. Indeed, 5G’s penetration rate
in smartphones will depend not only on network
availability and proposed use-cases, but also on device
affordability at the consumer level. Accordingly, we
can expect a 30% ratio of discrete components in
value to be maintained from 2018-2025.
If LTE and 5G components are cumulated in
5G mobile phones to ensure either the “non-
standalone mode’s” operation or for a 5G non-
covered area to be connected with LTE, then
the question of whether 5G sub-6 GHz and 5G
mmWave will both be integrated in the phone is
not so straightforward. The cost-over-benefit
ratio for the consumer could be too high - plus,
a spectrum-holding analysis of the world’s main
5G’S IMPACT ON RF FRONT-END MODULE
AND CONNECTIVITY FOR CELL PHONES 2019
Market & Technology Report - August 2019
RF FRONT-END MARKET IS DRIVEN BY OEM’S STRATEGY
The battle for 5G still rages: Integration in-module or with discrete parts?
WHAT’S NEW
• Mobile phone units and segmentation
• RF front-end market segmentation
(types of modules and discrete
parts, air standard, connectivity, and
front-end)
• Extensive RF front-end market
share analysis for each type of
module and discrete part
• GPS/GNSS market included in the
connectivity segment
REPORT KEY FEATURES
• RF front-end and connectivity
market forecast 2018-2025, in Mu
and $M
• Market share in $M, per player and
device type
• RF front-end technology breakdown
forecast
• Wafer-start prediction 2018-2025
for compound semiconductor,
silicon-based technologies (CMOS,
SiGe, RFSOI), and piezoelectric
material (LT, LN)
LINKED REPORTS
RF Front-End Module Technical
Comparison 2019
Structural, Process  Costing Report by
System Plus Consulting – August 2019
Extensive overview of 100 RF Front-
End modules and components found
in eight leading flagship smartphones
from Apple, Samsung, Huawei, Xiaomi,
and Oppo.
Antenna for 5G and 5G-related
Applications
Patent Landscape Analysis by KnowMade
- April 2019
Players worldwide are racing to develop
and assert their next generation of
antenna devices. On the cusp of the
release of the first 5G devices, get an
insider’s view of players’ IP activities
and their related antenna technology
developments.
Bundle offer available - Contact us for
more information. (Yole Développement, August 2019)
Front-end  connectivity architecture status and trends – By major OEM*
*Original Equipment Manufacturer
Discrete IntegratedIntegration scale
Confirmed
Expectation
EntrylevelMid
tier
High
end
Luxury
0% 25% 50% 75% 100%
RF front-end and connectivity market forecast – By component
RF front-end supply chain*
5G’S IMPACT ON RF FRONT-END MODULE AND CONNECTIVITY FOR CELL PHONES 2019
AN INTENSIFYING COMPETITIONTOWARDSAN EVOLVING MARKET SHARE
RF FRONT-END  CONNECTIVITY MARKET:MORE CONTENTAND COST
PRESSURE
Leveraging System Plus Consulting’s teardown
analysis, a highly detailed market share is provided in
this report. The RF front-end leaders still share 81%
of the market, with Murata leading ahead of Skyworks
and Broadcom. Qualcomm, which is already strong in
LNA, is catching up along with Qorvo, thanks to the
aggregation of TDK Epcos’ filter business. Established
companies like Infineon, Sony, Taiyo Yuden, NXP, and
Wisol also possess a market slice. These companies
generally have manufacturing capabilities for
supplying LNA, switches, tuners, and filters, which
gives OEMs an alternative to the RF front-end market
leaders. Moreover, a variety of fabless companies are
emerging, especially in China. Unisoc RDA, Airoha,
Richwave, Smarter Micro, Huntersun, and Maxscend
are several examples of players scoring more and
more design wins amongst the Chinese OEM brands.
Obviously, foundries and design houses support this
business model for compound semiconductor, silicon,
and even acoustic wave filter.
For each player in the RF front-end, a market share
breakdown by component is included in this report,
along with a company outlook describing each player’s
development strategy for 5G and beyond.
Consumer demand for mobile phones weakened in
2018, resulting in a market decline. In this context,
the competition has intensified, creating an emulation
to push 5G forward. With LTE, RF front-end market
growth came from carrier aggregation and MIMO
technologies. 5G will augment RF front-end market
growth with additional frequency bands, dual-
connectivity implementation, and the transition to
4x4 MIMO in the downlink direction, plus a trend
towards 2x2 MIMO for the uplink. As a result, the
overall RF front-end market (which was $15B in 2018)
will grow at an 8% CAGR, reaching $25.8B by 2025.
Integrated module growth is forecast at an 8% CAGR
from 2018 - 2025, while discrete parts will grow 9%
over the same period. Among discrete parts, antenna
tuner will grow the most (13% CAGR) because of the
combined implementation of higher-frequency bands
and 4x4 MIMO, leading to an increasing number of
antennae and/or antenna tuners.
The fact that 4x4 MIMO will be mandatory for 5G
(at 3.5 GHz and above) will positively impact LNA
component growth for either a discrete approach or
in-module implementation. And on the mmWave side
of 5G, antenna-in-package (AiP) devices have started
generating revenue in 2019, with the U.S. being its first
target. Yole anticipates this market will reach $1.3B
by 2025.
Given the integration of LNA with switches, the
industry is moving to 12” RFSOI, thereby limiting
growth opportunities for silicon germanium. In the
filter domain, the legacy SAW technology will remain
stable, while thin-film SAW, BAW, FBAR, IPD, and
MLC technologies will see growth opportunities.
This report provides a technology breakdown for
each forecasted component, as well as a wafer-start
prediction (by technology platform) up to 2025, thus
highlighting the technology transition associated with
5G.
carriers suggests a divided approach. For example, the
first 5G devices were released with different SKUs,
depending on whether the carrier integrated a sub-6
GHz radio link or an mmWave radio link. Ultimately,
5G could lead to a regionalization phenomenon instead
of being globalized, as was the case earlier for LTE.
(Yole Développement, August 2019)
(Yole Développement, August 2019)
CAGR 2018-2025
+8%
TAM modules  RF components for front-end and connectivity
PA module
Receive module
Wi-Fi  connectivity module
AiP module
Discrete filter, duplexer,…
Discrete switch  LNA
Tuner
$10.4B
CAGR +8%
$5.1B
CAGR 8%
$3.1B
CAGR +6%
$6B
2018
$15B
2025
$25.8B
$2.9B
CAGR 2%
$0.9B
$1.7B
CAGR +9%
$2.5B
$0.5B$3.1B
$1.2B
CAGR +13%
$2B
$1.3B
CAGR +68%
*OEMs (Original Equipment Manufacturer) **Non-exhaustive list of companies
Others
DiscretepartReceive
module
PAmoduleOEM*
None
…
MARKET  TECHNOLOGY REPORT
COMPANIES CITED IN THE REPORT (non exhaustive list)
Active Semi, Airoha, Akoustis, AMKOR, Apple, ASE, Asus, ATT, AwinIC, Broadcom, CanaanTek,
Cavendish Kinetics, China Mobile, China Telecom, China Unicom, Chip Bond, CoolPad, CSMC,
Cypress Semiconductor, EE, Elisa, Etisalat, GlobalFoundries, Google, HH Grace, HiSilicon, HMD
Global, HTC, Huatian, Huawei, Huntersun, Inari Technology, Infineon, Intel, IQE, Itel, JCET,
Jio, JRC, KDDI, KT, Kyocera, Lansus, Lenovo, LG, LG U+, Maxscend, MediaTek, Meizu, Monaco
Telecom, Murata, NationZ, NTT Docomo, NXP, ON Semiconductor, OnePlus, Ooredoo, Oppo,
Orange, Psemi, Qorvo, Qualcomm, Quantenna, RDA, Resonant, Richwave, Samsung, Samsung
Electro Mechanical, SAWNICS, Shoulder, ShunSin technology, SK Telecom, Skyworks, Smarter
Micro, SMIC, SoftBank, Soitec, Sony, SPIL, Spreadtrum, Sprint, ST Microecletronics, STC, Sunrise,
Swisscom, Taiyo Yuden, TCL, TDK EPCOS, Tecno Mobile, Telefonica, Telia, Telstra, TIM, T-Mobile,
Toshiba, TowerJazz, Tpsco, TSMC, UMC, Unisem, USI Vanchip, Verizon, VIVA, Vivo, Vodafone,
WillSemi, WIN Semiconductors, WIPAM, Wisol, Xiaomi, Xpeedic, Yuzhen IC, ZTE, and more.

Glossary and definition 2
Table of contents 4
Report scope 5
What we got right, What we got wrong 9
Executive summary 10
Market forecasts 46
 Market forecast in $M by RF component  air standard
 Component forecast in Mu
 Technology breakdown by component in Mu
 Wafer start per technology in kw
Market trends 92
 5G mobile market dynamics
 5G use cases review
 Status of network rollout
 Current and future 5G spectrum
Market shares and supply chain 121
 Smartphone and feature phone market share
 Overall RF front end market share
 Component per component market share
 Players ranking with financial analysis
 Company outlook
 Status on MA
 Ecosystem and business model analysis
 Supply chain analysis (IDM, foundry and OSAT)
Technology trends 172
 Radio access technology trend
 PA technology status
 Switch roadmap overview
 Filter technology review (BAW vs emerging thin film SAW, IPD)
 Antenna tuning technology status
Outlooks212
 Conclusions
 Related reports
TABLE OF CONTENTS (complete content on i-Micronews.com)
RELATED REPORTS
AUTHORS
Antoine Bonnabel works as a Technology
 Market Analyst for the Power  Wireless
team of Yole Développement (Yole). He
carries out technical, marketing and strategic
analyses focused on RF devices, related
technologies and markets.
Prior to Yole, Antoine was RD Program
Manager for DelfMEMS (FR), a company
specializing in RF switches and supervised
Intellectual Property and Business Intelligence
activities of this company. In addition, he also
has co-authored several market reports and
is co-inventor of three patents in RF MEMS
design.
Antoine holds a M.Sc. in Microelectronics
from Grenoble Institute of Technologies
(France) and a M.Sc. in Management from
Grenoble Graduate School of Business
(France).
As a Technology  Market Analyst, specialized
in RF devices  technologies within the Power
 Wireless division at Yole Développement
(Yole), Cédric Malaquin is involved in
the development of technology  market
reports as well as the production of custom
consulting projects.
Prior his mission at Yole, Cédric first served
Soitecasaprocessintegrationengineerduring
9 years, then as an electrical characterization
engineer during 6 years. He deeply
contributed to FDSOI and RFSOI products
characterization. He has also authored or co-
authored three patents and five international
publications in the semiconductor field.
Cédric graduated from Polytech Lille in
France with an engineering degree in
microelectronics and material sciences.
Benefit from our Bundle  Annual Subscription offers and access our analyses at the best available
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• 5G’s Impact on Telecom Infrastructure 2019
• RF Front-End Module Technical Comparison 2019
• Advanced RF System-in-Package for Cellphones 2019
• Broadcom AFEM-8092 System-in-Package in the
Apple iPhone Xs/Xr Series
• Qualcomm 60GHz WiGig/WiFi 802.11ad Chipset
World’s First Smartphone Edition
• Antenna for 5G and 5G-related Applications –
Patent Landscape Analysis
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Founded in 1998, Yole Développement (Yole) has grown to become a group of companies providing marketing, technology and strategy consulting, media and
corporate finance services, reverse engineering and reverse costing services and well as IP and patent analysis. With a strong focus on emerging applications using
silicon and/or micro manufacturing, the Yole group of companies has expanded to include more than 120 collaborators worldwide covering MEMS and image
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The “More than Moore” market research, technology and strategy consulting company Yole Développement, along with its partners System Plus Consulting,
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technology trends to grow their business.
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• Structure, process and cost analysis and teardowns
• Cost simulation tool
More information on www.i-micronews.com/reports
CONTACTS
For more information about :
• Consulting  Financial Services: Jean-Christophe Eloy (eloy@yole.fr)
• Reports  Monitors: David Jourdan (jourdan@yole.fr)
 Fayçal Khamassi (khamassi@yole.fr)
• Marketing  Communication: Camille Veyrier (veyrier@yole.fr)
• Public Relations: Sandrine Leroy (leroy@yole.fr)
Name (Mr/Ms/Dr/Pr):
Job Title:
Company:
Address:
City:
State:
Postcode/Zip:
Country*:
*VAT ID Number for EU members:
Tel:
Email:
Date:
© 2019
Yole Développement
From Technologies to Market
Source: Wikimedia Commons
19©2019 | www.yole.fr | About Yole Développement
YOLE DEVELOPPEMENT – FIELDS OF EXPERTISE
Life Sciences
 Healthcare
o Microfluidics
o BioMEMS  Medical Microsystems
o Inkjet and accurate dispensing
o Solid-State Medical Imaging  BioPhotonics
o BioTechnologies
Power
Wireless
o RF Devices Technologies
o Compound Semiconductors  Emerging Materials
o Power Electronics
o Batteries  Energy Management
Semiconductor
 Software
o Package,Assembly  Substrates
o Semiconductor Manufacturing
o Memory
o Software  Computing
Photonics,
Sensing  Display
o Solid-State Lighting
o Display
o MEMS, Sensors  Actuators
o Imaging
o Photonics  Optoelectronics
Semiconductor
 Software
Power Wireless
Photonics,
Sensing
 Display
Life
Sciences 
Healthcare
About Yole Développement | www.yole.fr | ©2019
20©2019 | www.yole.fr | About Yole Développement
4 BUSINESS MODELS
o Consulting and Analysis
• Market data  research,
marketing analysis
• Technology analysis
• Strategy consulting
• Reverse engineering  costing
• Patent analysis
• Design and characterization
of innovative optical systems
• Financial services (due
diligence, MA with our
partner)
www.yole.fr
o Syndicated reports
• Market  technology reports
• Patent investigation and patent
infringement risk analysis
• Teardowns  reverse costing
analysis
• Cost simulation tool
www.i-Micronews.com/reports o Media
• i-Micronews.com website
• i-Micronews e-newsletter
• Communication  webcast
services
• Events:TechDays, forums,…
www.i-Micronews.com
o Monitors
• Monthly and quarterly update
• Excel database covering supply,
demand, and technology
• Price, market, demand and
production forecasts
• Supplier market shares
www.i-Micronews.com/reports
About Yole Développement | www.yole.fr | ©2019
21©2019 | www.yole.fr | About Yole Développement
6 COMPANIES TO SERVEYOUR BUSINESS
Due diligence
www.yole.fr
Manufacturing costs analysis
Teardown and reverse engineering
Cost simulation tools
www.systemplus.fr
Market, technology and strategy
consulting
www.yole.fr
IP analysis
Patent assessment
www.knowmade.fr
Innovation and business maker
www.bmorpho.com
Design and characterization of
innovative optical systems
www.piseo.fr
Yole Group of Companies
About Yole Développement | www.yole.fr | ©2019
22
OUR GLOBAL ACTIVITY
30%of our business
40%of our business
30%of our business
Greater
China office
Yole Japan
HQ in Lyon
Nantes
Paris
Nice
Vénissieux
Yole Deutschland
Frankfurt
Hsinchu
Tokyo
Yole Korea
Seoul
Palo Alto
Yole Inc.
Cornelius
About Yole Développement | www.yole.fr | ©2019
23©2019 | www.yole.fr | About Yole Développement
ANALYSIS SERVICES - CONTENT COMPARISON
High
Technology
and Market
Report
Leadership
Meeting
QA
Service
Depth of the analysis
Breadthoftheanalysis
Meet the
Analyst
Custom
Analysis
High
Low
About Yole Développement | www.yole.fr | ©2019
24©2019 | www.yole.fr | About Yole Développement
SERVING THE ENTIRE SUPPLY CHAIN
Our analysts
provide
market
analysis,
technology
evaluation,
and business
plans along
the entire
supply chain
Integrators, end-
users and software
developers
Device manufacturers
Suppliers: material,
equipment, OSAT, foundries…
Financial investors, RD centers
About Yole Développement | www.yole.fr | ©2019
25©2019 | www.yole.fr | About Yole Développement
SERVING MULTIPLE INDUSTRIAL FIELDS
We work
across
multiples
industries to
understand
the impact of
More-than-
Moore
technologies
from device
to system
From A to Z…
Transportation
makers
Mobile phone
and
consumer
electronics
Automotive
Medical
systems
Industrial
and defense
Energy
management
About Yole Développement | www.yole.fr | ©2019
26
o Over the course of more than 20 years, Yole Développement has grown to become a group of companies. Together with System Plus Consulting and KnowMade, we now
provide marketing, technology and strategy consulting, media and corporate finance services, reverse costing, structure, process and cost analysis services and well as
intellectual property (IP) and patent analysis. Together, our group of companies is collaborating ever closer and therefore will offer, in 2019, a collection of over 125 reports,
10 new monitors and 120 teardowns. Combining respective expertise and methodologies from the three companies, they cover:
o If you are looking for:
• An analysis of your product market and technology
• A review of how your competitors are evolving
• An understanding of your manufacturing and production costs
• An understanding of your industry’s technology roadmap and related IPs
• A clear view supply chain evolution
Our reports and monitors are for you!
o Our team of over 70 analysts, including PhD and MBA qualified industry veterans from Yole Développement, System Plus Consulting and KnowMade, collect information,
identify trends, challenges, emerging markets, and competitive environments. They turn that information into results and give you a complete picture of your industry’s
landscape. In the past 20 years, we have worked on more than 2,000 projects, interacting with technology professionals and high-level opinion makers from the main
players of their industries and realized more than 5,000 interviews per year.
WHAT TO EXPECT IN 2019?
In 2019 we will extend our offering with a new ‘monitor’ product which provides more updates on your industry during the year. The Yole Group of Companies is also building
on and expanding its investigations of the memory industry. Moreover, in parallel, the Yole Group reaffirms its commitment to a new collection of reports mixing software and
hardware and is increasing its involvement in displays, radio-frequency (RF) technology, advanced substrates, batteries and compound semiconductors. Last but not least,
System Plus Consulting is developing its teardowns service providing 120+ offers related to phones, smart home, wearables and connected devices. Discover our 2019
program right now, and ensure you get a true vision of the industry. Stay tuned!
REPORTS COLLECTION
www.i-Micronews.com
• MEMS  Sensors
• RF devices  technologies
• Medical technologies
• Semiconductor Manufacturing
• Advanced packaging
• Memory
• Batteries and energy management
• Power electronics
• Compound semiconductors
• Solid state lighting
• Displays
• Software
• Imaging
• Photonics
About Yole Développement | www.yole.fr | ©2019
27
OUR 2019 REPORTS COLLECTION (1/4)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
Market –Technology – Strategy – byYole Développement
Yole Développement (Yole) offers market reports including quantitative market forecasts,
technology trends, company strategy evaluation and indepth application analyses. Yole will
publish more than 55 reports in 2019, with our partner PISEO contributing to some of
the lighting reports.
Reverse Costing® – Structure, Process and Cost Analysis – by
System Plus Consulting
The Reverse Costing® report developed by System Plus Consulting provides full
teardowns, including detailed photos, precise measurements, material analyses,
manufacturing process flows, supply chain evaluations, manufacturing cost analyses and
selling price estimations. The reports listed below are comparisons of several analyzed
components from System Plus Consulting. More reports are however available, and over
60 reports will be released in 2019.The complete list is available at www.systemplus.fr.
Patent Reports – by KnowMade
More than describing the status of the IP situation, these analyses provide a missing link
between patented technologies and market, technological and business trends. They offer
an understanding of the competitive landscape and technology developments from a
patent perspective. They include key insights into key IP players, key patents and future
technology trends. For 2019 KnowMade will release over 15 reports.
The markets targeted are :
• Mobile  Consumer
• Automotive Transportation
• Medical
• Industrial
• Telecom  Infrastructure
• Defense  Aerospace
• Linked reports are dealing with the same topic to provide
• a more detailed analysis.
About Yole Développement | www.yole.fr | ©2019
28
OUR 2019 REPORTS COLLECTION (1/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
MEMS  SENSORS
o MARKET ANDTECHNOLOGY REPORT
• Status of the MEMS Industry 2019 - Update
• Status of the Audio Industry 2019 - New
• Uncooled Infrared Imagers and Detectors 2019 – Update
• Consumer Biometrics:Technologies and MarketTrends 2018
• MEMS Pressure Sensor Market and Technologies 2018
• Gas  Particle Sensors 2018
o STRUCTURE, PROCESS  COST REPORT
• MEMS  Sensors Comparison 2019
• MEMS Pressure Sensor Comparison 2018
• Particle Sensors Comparison 2019
• Miniaturized Gas Sensors Comparison 2018
o PATENT REPORT
• MEMS Foundry Business Portfolio 2019 - New
• Miniaturized Gas Sensors 2019 - New
PHOTONIC AND OPTOELECTRONICS
o MARKET ANDTECHNOLOGY REPORT
• Silicon Photonics and Photonic Integrated Circuits 2019
• LiDARs for Automotive and Industrial Applications 2019 - Update
o PATENT REPORT
• Silicon Photonics for Data Centers: Optical Transceiver 2019 - New
• LiDAR for Automotive 2018
RF DEVICES ANDTECHNOLOGIES
o MARKET ANDTECHNOLOGY REPORT
• RF GaN Market:Applications, Players,Technology,
and Substrates 2019 - Update
• 5G’s Impact on RF Front-End Module and Connectivity
for Cell Phones 2019 – Update
• 5G Impact on Telecom Infrastructure 2019 - New
• Radar and Wireless for Automotive: Market and Technology
Trends 2019 - Update
• Advanced RF Antenna Market  Technology 2019 - New
• RF Standards and Technologies for Connected Objects 2018
o STRUCTURE, PROCESS  COST REPORT
• RF Front-End Module Comparison 2019 - Update
• Automotive Radar RF Chipset Comparison 2018
o PATENT REPORT
• Antenna for 5G Wireless Communications 2019 - New
• RF Front End Modules for Cellphones 2018
• RF Filter for 5G Wireless Communications: Materials and Technologies 2019
• RF GaN 2019 – Patent Landscape Analysis
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
29
OUR 2019 REPORTS COLLECTION (2/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
IMAGING
o MARKET ANDTECHNOLOGY REPORT
• Status of the CIS Industry 2019:Technology
and Foundry Business - Update
• Imaging for Automotive 2019 - Update
• NeuromorphicTechnologies for Sensing 2019 - Update
• Status of the CCM and WLO Industry 2019 – Update
• 3D Imaging  Sensing 2018
• MachineVision for Industry and Automation 2018
• Sensors for RoboticVehicles 2018
o STRUCTURE, PROCESS  COST REPORT
• Compact Camera Modules Comparison 2019
• CMOS Image Sensors Comparison 2019
o PATENT REPORT
• Facial  Gesture Recognition Technlogies in Mobile Devices 2019 - New
• Apple iPhone X Proximity Sensor  Flood Illuminator 2018
MEDICAL IMAGING AND BIOPHOTONICS
o MARKET ANDTECHNOLOGY REPORT
• X-Ray Detectors for Medical, Industrial
and Security Applications 2019- New
• Microscopy Life Science Cameras: Market and Technology Analysis 2019
• Ultrasound technologies for Medical, Industrial
and Consumer Applications 2018
o PATENT REPORT
• Optical Coherence Tomography Medical Imaging 2018
MICROFLUIDICS
o MARKET ANDTECHNOLOGY REPORT
• Status of the Microfluidics Industry 2019 - Update
• Next Generation Sequencing  DNA Synthesis - Technology,
Consumables Manufacturing and MarketTrends 2019 - New
• Organ-on-a-Chip Market  Technology Landscape 2019 - Update
• Point-of-Need Testing Application of MicrofluidicTechnologies 2018
• Liquid Biopsy: from Isolation to Downstream Applications 2018
• Chinese Microfluidics Industry 2018
o PATENT REPORT
• Microfluidic ManufacturingTechnologies 2019 – New
• Nanopore Sequencing 2019 - New
INKJET AND ACCURATE DISPENSING
o MARKET ANDTECHNOLOGY REPORT
• Inkjet Printheads - Dispensing Technologies
 Market Landscape 2019 - Update
• Emerging Printing Technologies
for Microsystem Manufacturing 2019 - New
• Piezoelectric Devices from Bulk to Thin Film 2019 - New
• Inkjet Functional and Additive Manufacturing for Electronics 2018
o STRUCTURE, PROCESS  COST REPORT
• Piezoelectric Materials from Bulk to Thin Film Comparison 2019
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
30
OUR 2019 REPORTS COLLECTION (3/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
BIOTECHNOLOGIES
o MARKET ANDTECHNOLOGY REPORT
• CRISPR-Cas9 Technology: From Lab to Industries 2018
o PATENT REPORT
• Personalized Medicine 2019 – New
BIOMEMS  MEDICAL MICROSYSTEMS
o MARKET ANDTECHNOLOGY REPORT
• Medical Wearables: Market  Technology Analysis 2019 - New
• Neurotechnologies and Brain Computer Interface 2018
• BioMEMS  Non-Invasive Sensors: Microsystems for Life Sciences
 Healthcare 2018
o PATENT REPORT
• 3D Cell Printing 2019 - New
• CirculatingTumor Cells Isolation 2019 - New
SOFTWARE AND COMPUTING
o MARKET ANDTECHNOLOGY REPORT
• Artificial Intelligence Computing For Automotive 2019 - New
• Hardware and Software for Artificial Intelligence (AI)
in Consumer Applications 2019 - Update
• Image Signal Processor andVision Processor Market
and Technology Trends 2019
• xPU (Processing Units) for Cryptocurrency, Blockchain, HPC
and Gaming 2019 – New
o PATENT REPORT
• Artificial Intelligence for Medical Diagnostics - New
MEMORY
o MARKET ANDTECHNOLOGY REPORT
• Status of the Memory Industry 2019 - New
• MRAM Technology and Business 2019 - New
• Emerging NonVolatile Memory 2018
o STRUCTURE, PROCESS  COST REPORT
• Memory Comparison 2019
o PATENT REPORT
• Magnetoresistive Random-Access Memory (MRAM) 2019 - New
• 3D Non-Volatile Memory 2018
ADVANCED PACKAGING
o MARKET ANDTECHNOLOGY REPORT
• Fan Out PackagingTechnologies and MarketTrends 2019 - Update
• 3D TSV Integration and Monolithic Business Update 2019 - Update
• Advanced RF SiP for Cellphones 2019 - Update
• Status of Advanced Packaging Industry 2019 - Update
• Status of Advanced Substrates 2019 - Update
• Panel Level PackagingTrends 2019 - Update
• Automotive Packaging 2019 - New
• Trends in Automotive Packaging 2018
• Thin-Film Integrated Passive Devices 2018
o STRUCTURE, PROCESS  COST REPORT
• Advanced RF SiP for Cellphones Comparison 2019
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
31
OUR 2019 REPORTS COLLECTION (4/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
SEMICONDUCTOR MANUFACTURING
o MARKET ANDTECHNOLOGY REPORT
• Nano Imprint Lithography 2019 - New
• Equipment and Materials for Fan Out Packaging 2019 - Update
• Equipment for More than Moore:Thin Film Deposition
 Etching 2019 - New
• Wafer Starts for More Than Moore Applications 2018
• Polymeric Materials atWafer-Level
for Advanced Packaging 2018
• Bonding and Lithography Equipment Market
for More than Moore Devices 2018
o STRUCTURE, PROCESS  COST REPORT
• Wafer Bonding Comparison 2018
o PATENT REPORT
• Hybrid Bonding for 3D Stack 2019 – New
SOLID STATE LIGHTING
o MARKET ANDTECHNOLOGY REPORT
• Status of the Solid State Light Source Industry 2019 - New
• Edge Emitting Lasers (EELS) 2019 - New
• Light Shaping Technologies 2019 - New
• Automotive Advanced Front Lighting Systems 2019 - New
• VCSELs - Technology, Industry and MarketTrends 2019 - Update
• IR LEDs and Laser Diodes – Technology,Applications,
and Industry Trends 2018
• Automotive Lighting 2018:Technology, Industry and MarketTrends
• UV LEDs - Technology, Manufacturing and ApplicationTrends 2018
• LiFi:Technology, Industry and MarketTrends 2018
o STRUCTURE, PROCESS  COST REPORT
• VCSEL Comparison 2019
o PATENT REPORT
• VCSELs 2018
DISPLAY
o MARKET ANDTECHNOLOGY REPORT
• Next Generation 3D Display 2019 - New
• Next Generation Human Machine Interaction (HMI)in Displays 2019 - New
• Micro-and Mini-LED Displays 2019 - Update
• Technologies And Markets for Next Generation Televisions
• Displays  OpticalVision Systems forVR,AR  MR 2018
o PATENT REPORT
• MicroLED Displays : Intellectual Property Landscape 2018
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
32
OUR 2019 REPORTS COLLECTION (5/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
POWER ELECTRONICS
o MARKET ANDTECHNOLOGY REPORT
• Power SiC: Materials, Devices and Applications 2019 - Update
• Power Electronics for EV/HEV and e-mobility:
Market, Innovations and Trends 2019 - Update
• Status of the Power Electronics Industry 2019 - Update
• Discrete Power Packaging : Material Market
and Technology Trends 2019 - New
• Status of the Power ICs Industry 2019 - Update
• Status of the Passive Components for the Power Electronics
Industry 2019 - Update
• Status of the Inverter Industry 2019 - Update
• Status of the Power Module Packaging Industry 2019 - Update
• Wireless Charging Market Expectations
and Technology Trends 2018
• Power GaN 2018: Epitaxy, Devices,Applications
and Technology Trends
o STRUCTURE, PROCESS  COST REPORT
• Automotive Power Module Packaging Comparison 2018
• GaN-on-Silicon Transistor Comparison 2019
• SiC Transistor Comparison 2019
o PATENT REPORT
• Power SiC : Materials, Devices and Modules 2019 - New
• Power GaN : Materials, Devices and Modules 2019 – Update
BATTERY  ENERGY MANAGEMENT
o MARKET ANDTECHNOLOGY REPORT
• Status of the Rechargeable Li-ion Battery Industry 2019 - New
• Li-ion Battery Packs for Automotive and Stationary Storage
Applications 2019 - Update
o PATENT REPORT
• Battery Energy Density Increase: Materials
and EmergingTechnologies 2019 - New
• Solid-State Batteries 2019 - New
• Status of the Battery Patents 2018
COMPOUND SEMI.
o MARKET ANDTECHNOLOGY REPORT
• Emerging Semiconductor Substrates:
Market  Technology Trends 2019- New
• Status of the Compound Semiconductor Industry 2019 - New
• InP Materials, Devices and Applications 2019 - New
• GaAsWafer and Epiwafer Market: RF, Photonics,
LED and PV Applications 2018
o PATENT REPORT
• GaN-on-Silicon Substrate: Materials, Devices
and Applications 2019 - Update
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
33
OUR 2019 MONITORS COLLECTION (1/2)
Get the most updated overview of your market to monitor your strategy
Yole Développement, System Plus Consulting and KnowMade, all part of the Yole Group of Companies, are launching a collection of 10 monitors in 2019. The monitors aim to
provide updated market, technology and patent data as well dedicated quarterly analyses of the evolution in your industry over the previous 12 months. Furthermore, you can
benefit from direct access to the analyst for an on-demand QA and discussion session regarding trend analyses, forecasts and breaking news.
Topics covered will be compact camera modules (CCMs), advanced packaging, compound semiconductors, microfluidics, batteries, RF and memory.
MARKET MONITOR byYole Développement
A FULL PACKAGE:
The monitors will provide the evolution of the market in units, wafer area and revenues.
They will also offer insights into what is driving the business and a close look at what is
happening will also be covered in it.
The following deliverables will be included in the monitors:
• An Excel database with all historical and forecast data
• A PDF slide deck with graphs and comments/analyses covering the expected
evolutions
o ADVANCED PACKAGING – NEW
This monitor will provide the evolution of the advanced packaging platforms. It will
cover Fan-Out Wafer Level Packaging (WLP), Fan-Out Panel Level Packaging (PLP),
Wafer-Level Chip Scale Packaging (WLCSP), Flip Chip packaging platforms, and 2.5D
and 3D Through Silicon Via (TSV) integration. Frequency: Quarterly, starting from Q3
2019
o COMPOUND SEMI. – NEW
This monitor will describe how the compound semiconductor industry is evolving. It
will offer a close look at GaAs, InP, SiC, GaN and other compounds of interest
providing wafer volumes, revenues, application breakdowns and momentum.
Frequency: Quarterly, starting from Q3 2019
o CAMERA MODULE – NEW
This monitor will provide the evolution of the imaging industry, with a close look at
image sensor, camera module, lens and VCM. Volumes, revenues and momentum of
companies like Sony, Samsung, Omnivision and OnSemi will thus be analysed.
Frequency: Quarterly, starting from Q3 2019
o MEMORY – UPDATE
For the memory industry you can have access to a quaterly monitor, as well as an
additional service, a monthly pricing. Both services can be bought seprately:
• DRAM Service: Including a quarterly monitor and monthly pricing.
• NAND Service: Including a quarterly monitor and monthly pricing.
REVERSETECHNOLOGY MONITOR by System Plus Consulting
o SMARTPHONES – NEW
To stay updated on the latest components, packaging and silicon chip choices of the smartphone makers, System Plus Consulting has created its first Smartphone Reverse
Technology monitor. This year, get access to the packaging and silicon content database of at least 20 different flagship smartphones – more than five per quarter. Starting at the
beginning of 2019, the monitor will include an Excel database report for each phone and a quarterly comparison.
About Yole Développement | www.yole.fr | ©2019
34
OUR 2019 MONITORS COLLECTION (2/2)
Get the most updated overview of your market to monitor your strategy
PATENT MONITOR by KnowMade
A FULL PACKAGE:
Starting at the beginning of the year, the KnowMade monitors include the following
deliverables:
• An Excel file including the monthly IP database of:
• New patent applications
• Newly granted patents
• Expired or abandoned patents
• Transfer of IP rights through re-assignment and licensing
• Patent litigation and opposition
• Quarterly report including a PDF slide deck with the key facts  figures of the
quarter: IP trends over the three last months, with a close look to key IP players and
key patented technologies.
o GaN for Power  RF Electronics
Wafers and epiwafers, GaN-on-SiC, silicon, sapphire or diamond, semiconductor
devices such as transistors, and diodes, devices and applications including converters,
rectifiers, switches, amplifiers, filters, and Monolothic Microwave Integrated Circuits
(MMICs), packaging, modules and systems.
o GaN for Optoelectronics  Photonics
Wafers and epiwafers, GaN-on-sapphire, SiC or silicon; semiconductor devices such
as LEDs and lasers; and applications including lighting, display, visible communication,
photonics, packaging, modules and systems.
o Li-ion Batteries
Anodes made of lithium metal, silicon, and lithium titanate (LTO); cathodes made of
Lithium Iron Phosphate (LFP), Nickel-Manganese-Cobalt (NMC), Lithium Nickel
Cobalt Aluminium Oxide (NCA), Lithium Nickel Metal Dioxide (LiNiMO2), Lithium
Metal Phosphate (LiMPO4), and Lithium Metal Tetroxide (LiMO4); electrolytes
including liquid, polymer/gel, and solid inorganics; ceramic and other separators;
battery cells including thin film/microbattery, flexible, cylindrical and prismatic; and
battery packs and systems.
o Post Li-ion Batteries
Battery technologies including redox-flow batteries, sodium-ion, lithiumsulfur, lithium-
air, and magnesium-ion, and their supply chains, including electrodes, electrolytes,
battery cells and battery packs/systems.
o Solid-State Batteries
Supply chain including electrodes, battery cells, battery packs/systems and
electrolytes, including polymer, inorganic and inorganic/polymer, inorganic materials,
including argyrodites, LIthium Super Ionic CONductor, (LISICONs), Thio-LISICONs,
sulfide glasses, oxide glasses, perovskites, anti-perovskites and garnets.
o RF Acoustic Wave Filters
Including Surface Acoustic Wave (SAW), Temperature Compensated (TC)- SAW, Bulk
Acoustic Wave- Free-standing Bulk Acoustic Resonator (BAWFBAR), BAW-Solidly-
Mounted Resonator (BAW-SMR), and Packaging.
o RF Power Amplifiers
Including Low Noise Amplifiers, Doherty Amplifiers, Packaging, and Millimeter-Wave
technology.
o RF Front-End Modules
o Microfluidics
From components to chips and systems, including all applications.
About Yole Développement | www.yole.fr | ©2019
35
I-MICRONEWS MEDIA
To meet the growing demand for market,
technological and business information,
i-Micronews Media integrates several tools
able to reach each individual contact within its
network.
We will ensure your company benefits from
this
ONLINE ONSITE INPERSON
i-Micronews e-newsletter
i-Micronews.com
FreeFullPDF.com
Events Webcasts
Unique, cost-effective ways
to reach global audiences.
Online display advertising
campaigns are great strategies
for improving your
product/brand visibility.They
are also an efficient way to
adapt with the demands of the
times and to evolve an effective
marketing plan and strategy.
Brand visibility, networking
opportunities
Today's technology makes it
easy for us to communicate
regularly, quickly, and
inexpensively – but when
understanding each other is
critical, there is no substitute
for meeting in-person. Events
are the best way to exchange
ideas with your customers,
partners, prospects while
increasing your brand/product
visibility.
Targeted audience
involvement equals clear,
concise perception of your
company’s message.
Webcasts are a smart,
innovative way of
communicating to a wider
targeted audience.Webcasts
create very useful, dynamic
reference material for
attendees and also for
absentees, thanks to the
recording technology.
#15,800+ monthly unique visitors
on i-Micronews.com
#10,900+ weekly readers
of i-Micronews e-newsletter
#110 attendees on average
#7+ key events planned for 2019
on different topics
#380 registrants per webcast on
average to gain new leads for
your business
Contact: CamilleVeyrier (veyrier@yole.fr), Marketing  Communication Director
About Yole Développement | www.yole.fr | ©2019
36
CONTACT INFORMATION
o CONSULTING AND SPECIFICANALYSIS, REPORT BUSINESS
• North America:
• Steve LaFerriere, Senior Sales Director forWestern US  Canada
Email: laferriere@yole.fr – + 1 310 600-8267
• ChrisYouman, Senior Sales Director for Eastern US  Canada
Email: chris.youman@yole.fr – +1 919 607 9839
• Japan  Rest of Asia:
• Takashi Onozawa, General Manager,Asia Business Development
(India  ROA)
Email: onozawa@yole.fr - +81 34405-9204
• Miho Ohtake, Account Manager (Japan)
Email: ohtake@yole.fr - +81 3 4405 9204
• Itsuyo Oshiba, Account Manager (Japan  Singapore)
Email: oshiba@yole.fr - +81-80-3577-3042
• Korea: Peter Ok, Business Development Director
Email: peter.ok@yole.fr - +82 10 4089 0233
• Greater China: Mavis Wang, Director of Greater China Business
Development
Email: wang@yole.fr - +886 979 336 809
• Europe: Lizzie Levenez, EMEA Business Development Manager
Email: levenez@yole.fr - +49 15 123 544 182
• RoW: Jean-Christophe Eloy, CEO  President,Yole Développement
Email eloy@yole.fr - +33 4 72 83 01 80
o FINANCIAL SERVICES (in partnership withWoodside Capital
Partners)
• Jean-Christophe Eloy, CEO  President
Email: eloy@yole.fr - +33 4 72 83 01 80
• Ivan Donaldson,VP of Financial Market Development
Email: ivan.donaldson@yole.fr - +1 208 850 3914
o CUSTOM PROJECT SERVICES
• Jérome Azémar,Technical Project Development Director
Email: azemar@yole.fr - +33 6 27 68 69 33
o GENERAL
• CamilleVeyrier, Director, Marketing  Communication
Email: veyrier@yole.fr - +33 472 83 01 01
• Sandrine Leroy, Director, Public Relations
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5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 by Yole Développement

  • 1. From Technologies to Market 5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 Market and Technology Report 2019 Sample ©2019
  • 2. 2  Glossary and definition 2  Table of contents 4  Report objectives 5  Report scope 6  Report methodology 7  About the authors 8  Companies cited in this report 9  What we got right, What we got wrong 10  Executive Summary 11  Market forecasts 51 o Market forecast in $M by RF component & air standard o Component forecast in Mu o Technology breakdown by component in Mu o Wafer start per technology in kw  Market trends 99 o 5G mobile market dynamics o 5G use cases review o Status of network rollout o Current and future 5G spectrum 5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019 TABLE OF CONTENTS Part 1/1  Market shares and supply chain 129 o Smartphone and feature phone market share o Overall RF Front End market share o Component per component market share o Players ranking with financial analysis o Company outlook o Status on M&A o Ecosystem and business model analysis o Supply chain analysis (IDM, foundry and OSAT)  Technology trends 180 o Radio access technology trend o PA technology status o Switch roadmap overview o Filter technology review (BAW vs emerging thin film SAW, IPD) o Antenna tuning technology status  Outlooks 220 o Conclusions o Related reports
  • 3. 3 Cédric Malaquin As a Technology & Market Analyst, specialized in RF devices & technologies within the Power & Wireless division at Yole Développement (Yole), Cédric Malaquin is involved in the development of technology & market reports as well as the production of custom consulting projects. Prior his mission atYole, Cédric first served Soitec as a process integration engineer during 9 years, then as an electrical characterization engineer during 6 years. He deeply contributed to FDSOI and RFSOI products characterization. He has also authored or co-authored three patents and five international publications in the semiconductor field. Cédric graduated from Polytech Lille in France with an engineering degree in microelectronics and material sciences. Contact: malaquin@yole.fr Antoine Bonnabel Antoine Bonnabel works as a Technology & Market Analyst for the Power & Wireless team ofYole Développement (Yole). He carries out technical, marketing and strategic analyses focused on RF devices, related technologies and markets. Prior toYole, Antoine was R&D Program Manager for DelfMEMS (FR), a company specializing in RF switches and supervised Intellectual Property and Business Intelligence activities of this company. In addition, he also has co-authored several market reports and is co-inventor of three patents in RF MEMS design.Antoine holds a M.Sc. in Microelectronics from Grenoble Institute ofTechnologies (France) and a M.Sc. in Management from Grenoble Graduate School of Business (France). Contact: bonnabel@yole.fr ABOUT THE AUTHORS Biographies & contacts 5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
  • 4. 4 Active Semi,Airoha,Akoustis,AMKOR,Apple,ASE,Asus,AT&T,AwinIC, Broadcom, CanaanTek, Cavendish Kinetics, China Mobile, ChinaTelecom, China Unicom, Chip Bond, CoolPad, CSMC, Cypress Semiconductor, EE, Elisa, Etisalat, GlobalFoundries, Google, HH Grace, HiSilicon, HMD Global, HTC, Huatian, Huawei, Huntersun, InariTechnology, Infineon, Intel, IQE, Itel, JCET, Jio, JRC, KDDI, KT, Kyocera, Lansus, Lenovo, LG, LG U+, Maxscend, MediaTek, Meizu, MonacoTelecom, Murata, NationZ, NTT Docomo, NXP, ON Semiconductor, OnePlus, Ooredoo, Oppo, Orange, Psemi, Qorvo, Qualcomm, Quantenna, RDA, Resonant, Richwave, Samsung, Samsung Electro Mechanical, SAWNICS, Shoulder, ShunSin technology, SKTelecom, Skyworks, Smarter Micro, SMIC, SoftBank, Soitec, Sony, SPIL, Spreadtrum, Sprint, ST Microecletronics, STC, Sunrise, Swisscom,TaiyoYuden,TCL,TDK EPCOS,Tecno Mobile,Telefonica,Telia,Telstra,TIM,T-Mobile,Toshiba,TowerJazz,Tpsco,TSMC, UMC, Unisem, USI Vanchip,Verizon,VIVA,Vivo,Vodafone,WillSemi,WIN Semiconductors,WIPAM,Wisol, Xiaomi, Xpeedic, Yuzhen IC, ZTE. 5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019 COMPANIES CITED IN THIS REPORT
  • 5. 555G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019 SCOPE OFTHE REPORT Yours needs are out of the report’ scope? Contact us for a custom: RF Front-end modules and components Connectivity modules and components 5G sub 6 GHz and 5G mmWave modules and components Modems, transceivers, baseband processors Antennas, … Topics NOT included in the report Focus of the report
  • 6. 65G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019 MOBILE PHONE FORECAST By air standard • 5G phones have entered the market in 2019 and exhibit 72% CAGR 2019-2025 • First shipment expected in the US, Korea and in Europe • 5G phone shipment will represent 29% of the market in 2025 • 5G mmWave phones should represent 13% of 5G phone by 2025 • 4G+ phones shipment represented the majority of smartphone sales in 2018 (73%), spanning from Entry level to Luxury phones segment • 4G+ phones shipment will suffer from the pressure of 5G phones penetration rate • 4G phones shipment will continue to increase expanding from the Entry Level smartphone segment to the Feature phone segment • 2G and 3G phones will continue to decrease as 4G progress in the Feature phone segment
  • 7. 75G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019 SMARTPHONE OEM MARKET SHARE 2018 • Overall smartphone market in 2018 was $422B • Smartphone ASP was $232 in 2018 • OEM market share progression between 2017 and 2018 is depicted below $422B 2018 $167B $85B $50B $21B $17B $17B
  • 8. 8 RF FRONT END ECOSYSTEM 5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019 OSAT services Handset device stage 5G modem Discrete components Integrated modules RF filter Diplexer/Multiplexer PA Antenna tuner RF switch LNA RF component stage Front-End module stage
  • 9. 9 5G SPECTRUM BANDWIDTH In comparison with LTE 5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019 LTE 5G refarmingLB MB HB UHB mm Wave LTE 5G refarming LTE 5G refarming 5G NR 5G NR 300 MHz 600 MHz 2 GHz 7.4 GHz Total bandwidth 1.5 GHz 2 GHz 3 GHz 6 GHz 39 GHz N77, N78, N79 N257 N258 N260 N261 N1, N66, N40, N7, N38, N41 N3, N2, N25, N39, N34, N70, N80 N71, N12, N28, N20, N5, N8 5G NR N81, N82, N83 (SUL) 5G NR N80, N86 (SUL) 5G NR N84 (SUL) 5G refarming 5G NR 0.6 GHz C band (UHB) and mmWave spectrum provide the wide bandwidth required for 5G fast data rate. Below 3 GHz, 5G will essentially comes from 3G/LTE band refarming, augmented by low to mid frequency band for Supplementary Uplink.
  • 10. 10 RF MARKET SEGMENTATION Front-end and connectivity Overall RF market is divided in 2 main segments: RF Front End which aggregate all RF content supporting cellular technologies (2G,3G,4G,5G) and Connectivity that includeWiFi, Bluetooth and Geo-localization technologies. 5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019 Main path Diversity path Rx Rx Tx Tx Rx Rx
  • 11. 11 TEARDOWN SAMPLE PER MOBILE PHONE SEGMENT An extensiveTear Down analysis An extensive Cellphone Teardown has been performed this year thanks to our sister company SystemPlus Consulting. This teardown analysis has been based on the 4 defined smartphone segments which allowed us to also precisely investigate the entry level phone architectures where discrete components are favored for cost reasons. 5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019 Huawei Nova4iPhone XS Oppo F5 Samsung A9 Samsung S10 Xiaomi Mi8Huawei P20 Vivo NEX
  • 12. 125G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019 MARKET FORECAST, COMPONENTVOLUME AND WAFER START
  • 13. 135G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019 MARKET SHARE
  • 14. 14 LINKED REPORT RF Front-End Module Technical Comparison 2019 Structural, Process & Costing Report by System Plus Consulting – August 2019 Extensive overview of 100 RF Front-End modules and components found in eight leading flagship smartphones from Apple, Samsung, Huawei, Xiaomi, and Oppo. More details here. Bundle offer available - Contact us for more information. 5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
  • 15. 15 Contact our SalesTeam for more information Advanced RF System-in- Package for Cellphones 2019 5G’s Impact onTelecom Infrastructure 2019 Yole Développement 5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
  • 16. 16 Contact our SalesTeam for more information System Plus Consulting Broadcom AFEM-8092 System-in-Package in the Apple iPhone Xs/Xr Series 5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
  • 17. 17 Contact our SalesTeam for more information KnowMade RF Front End Modules for Cellphones 2018 – Patent Landscape Analysis Antenna for 5G and 5G-related Applications – Patent Landscape Analysis 5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 | Sample | www.yole.fr | ©2019
  • 18. Familiarity with the mobile phone’s RF front-end architecture is critical to understanding this market. Leveraging System Plus Consulting’s extensive teardown analysis (more than 50 phone teardowns realized), Yole Développement (Yole) has built an overall picture of RF front-end architecture. The main phone manufacturers differentiate from each other in the RF field by adopting either an integrated or a discrete approach. In the former segment, market leaders Samsung and Apple, along with smaller OEMs like Sony, LG, Google, and ZTE, are moving towards integration with complex RF modules from Broadcom, Skyworks, Qorvo, Qualcomm, and Murata. “Integrated” players prefer to focus on the user experience with innovative features like “Face ID”, wireless charging, AI camera, gesture recognition, and the human machine interface, thus leaving most of the RF front-end’s complexities to the RF module makers. Meanwhile, markets challengers like Huawei, Xiaomi, Oppo, and Vivo, which drive as much volume as the market leaders, favor a discrete approach whenever possible. This allows them to keep the RF bill-of-materials (BoM) as low as possible in order to offer aggressive selling prices in this competitive market. A comparison of teardowns for Huawei’s P20 Pro and Samsung’s S10 illustrates these opposing strategies. The P20 Pro RF board is made of 45 discrete components and four integrated modules (incorporating 25 components), while the Samsung S10 comprises 17 discrete components and eight integrated modules (incorporating 71 components). Consequently, the BoM for the RF front-end in the S10 ends up being double that of the P20 Pro, even though both devices exhibit similar downlink-speed performance. Also, both devices support more than 30 bands and use similar technologies, such as carrier aggregation and 4x4 MIMO. 5G radio’s introduction in mobile phones definitely adds more complexity to the already complicated RF front-end, and it is likely to exacerbate the phenomenon since price pressure on the RF front- end will be even bigger. Indeed, 5G’s penetration rate in smartphones will depend not only on network availability and proposed use-cases, but also on device affordability at the consumer level. Accordingly, we can expect a 30% ratio of discrete components in value to be maintained from 2018-2025. If LTE and 5G components are cumulated in 5G mobile phones to ensure either the “non- standalone mode’s” operation or for a 5G non- covered area to be connected with LTE, then the question of whether 5G sub-6 GHz and 5G mmWave will both be integrated in the phone is not so straightforward. The cost-over-benefit ratio for the consumer could be too high - plus, a spectrum-holding analysis of the world’s main 5G’S IMPACT ON RF FRONT-END MODULE AND CONNECTIVITY FOR CELL PHONES 2019 Market & Technology Report - August 2019 RF FRONT-END MARKET IS DRIVEN BY OEM’S STRATEGY The battle for 5G still rages: Integration in-module or with discrete parts? WHAT’S NEW • Mobile phone units and segmentation • RF front-end market segmentation (types of modules and discrete parts, air standard, connectivity, and front-end) • Extensive RF front-end market share analysis for each type of module and discrete part • GPS/GNSS market included in the connectivity segment REPORT KEY FEATURES • RF front-end and connectivity market forecast 2018-2025, in Mu and $M • Market share in $M, per player and device type • RF front-end technology breakdown forecast • Wafer-start prediction 2018-2025 for compound semiconductor, silicon-based technologies (CMOS, SiGe, RFSOI), and piezoelectric material (LT, LN) LINKED REPORTS RF Front-End Module Technical Comparison 2019 Structural, Process Costing Report by System Plus Consulting – August 2019 Extensive overview of 100 RF Front- End modules and components found in eight leading flagship smartphones from Apple, Samsung, Huawei, Xiaomi, and Oppo. Antenna for 5G and 5G-related Applications Patent Landscape Analysis by KnowMade - April 2019 Players worldwide are racing to develop and assert their next generation of antenna devices. On the cusp of the release of the first 5G devices, get an insider’s view of players’ IP activities and their related antenna technology developments. Bundle offer available - Contact us for more information. (Yole Développement, August 2019) Front-end connectivity architecture status and trends – By major OEM* *Original Equipment Manufacturer Discrete IntegratedIntegration scale Confirmed Expectation EntrylevelMid tier High end Luxury 0% 25% 50% 75% 100%
  • 19. RF front-end and connectivity market forecast – By component RF front-end supply chain* 5G’S IMPACT ON RF FRONT-END MODULE AND CONNECTIVITY FOR CELL PHONES 2019 AN INTENSIFYING COMPETITIONTOWARDSAN EVOLVING MARKET SHARE RF FRONT-END CONNECTIVITY MARKET:MORE CONTENTAND COST PRESSURE Leveraging System Plus Consulting’s teardown analysis, a highly detailed market share is provided in this report. The RF front-end leaders still share 81% of the market, with Murata leading ahead of Skyworks and Broadcom. Qualcomm, which is already strong in LNA, is catching up along with Qorvo, thanks to the aggregation of TDK Epcos’ filter business. Established companies like Infineon, Sony, Taiyo Yuden, NXP, and Wisol also possess a market slice. These companies generally have manufacturing capabilities for supplying LNA, switches, tuners, and filters, which gives OEMs an alternative to the RF front-end market leaders. Moreover, a variety of fabless companies are emerging, especially in China. Unisoc RDA, Airoha, Richwave, Smarter Micro, Huntersun, and Maxscend are several examples of players scoring more and more design wins amongst the Chinese OEM brands. Obviously, foundries and design houses support this business model for compound semiconductor, silicon, and even acoustic wave filter. For each player in the RF front-end, a market share breakdown by component is included in this report, along with a company outlook describing each player’s development strategy for 5G and beyond. Consumer demand for mobile phones weakened in 2018, resulting in a market decline. In this context, the competition has intensified, creating an emulation to push 5G forward. With LTE, RF front-end market growth came from carrier aggregation and MIMO technologies. 5G will augment RF front-end market growth with additional frequency bands, dual- connectivity implementation, and the transition to 4x4 MIMO in the downlink direction, plus a trend towards 2x2 MIMO for the uplink. As a result, the overall RF front-end market (which was $15B in 2018) will grow at an 8% CAGR, reaching $25.8B by 2025. Integrated module growth is forecast at an 8% CAGR from 2018 - 2025, while discrete parts will grow 9% over the same period. Among discrete parts, antenna tuner will grow the most (13% CAGR) because of the combined implementation of higher-frequency bands and 4x4 MIMO, leading to an increasing number of antennae and/or antenna tuners. The fact that 4x4 MIMO will be mandatory for 5G (at 3.5 GHz and above) will positively impact LNA component growth for either a discrete approach or in-module implementation. And on the mmWave side of 5G, antenna-in-package (AiP) devices have started generating revenue in 2019, with the U.S. being its first target. Yole anticipates this market will reach $1.3B by 2025. Given the integration of LNA with switches, the industry is moving to 12” RFSOI, thereby limiting growth opportunities for silicon germanium. In the filter domain, the legacy SAW technology will remain stable, while thin-film SAW, BAW, FBAR, IPD, and MLC technologies will see growth opportunities. This report provides a technology breakdown for each forecasted component, as well as a wafer-start prediction (by technology platform) up to 2025, thus highlighting the technology transition associated with 5G. carriers suggests a divided approach. For example, the first 5G devices were released with different SKUs, depending on whether the carrier integrated a sub-6 GHz radio link or an mmWave radio link. Ultimately, 5G could lead to a regionalization phenomenon instead of being globalized, as was the case earlier for LTE. (Yole Développement, August 2019) (Yole Développement, August 2019) CAGR 2018-2025 +8% TAM modules RF components for front-end and connectivity PA module Receive module Wi-Fi connectivity module AiP module Discrete filter, duplexer,… Discrete switch LNA Tuner $10.4B CAGR +8% $5.1B CAGR 8% $3.1B CAGR +6% $6B 2018 $15B 2025 $25.8B $2.9B CAGR 2% $0.9B $1.7B CAGR +9% $2.5B $0.5B$3.1B $1.2B CAGR +13% $2B $1.3B CAGR +68% *OEMs (Original Equipment Manufacturer) **Non-exhaustive list of companies Others DiscretepartReceive module PAmoduleOEM* None …
  • 20. MARKET TECHNOLOGY REPORT COMPANIES CITED IN THE REPORT (non exhaustive list) Active Semi, Airoha, Akoustis, AMKOR, Apple, ASE, Asus, ATT, AwinIC, Broadcom, CanaanTek, Cavendish Kinetics, China Mobile, China Telecom, China Unicom, Chip Bond, CoolPad, CSMC, Cypress Semiconductor, EE, Elisa, Etisalat, GlobalFoundries, Google, HH Grace, HiSilicon, HMD Global, HTC, Huatian, Huawei, Huntersun, Inari Technology, Infineon, Intel, IQE, Itel, JCET, Jio, JRC, KDDI, KT, Kyocera, Lansus, Lenovo, LG, LG U+, Maxscend, MediaTek, Meizu, Monaco Telecom, Murata, NationZ, NTT Docomo, NXP, ON Semiconductor, OnePlus, Ooredoo, Oppo, Orange, Psemi, Qorvo, Qualcomm, Quantenna, RDA, Resonant, Richwave, Samsung, Samsung Electro Mechanical, SAWNICS, Shoulder, ShunSin technology, SK Telecom, Skyworks, Smarter Micro, SMIC, SoftBank, Soitec, Sony, SPIL, Spreadtrum, Sprint, ST Microecletronics, STC, Sunrise, Swisscom, Taiyo Yuden, TCL, TDK EPCOS, Tecno Mobile, Telefonica, Telia, Telstra, TIM, T-Mobile, Toshiba, TowerJazz, Tpsco, TSMC, UMC, Unisem, USI Vanchip, Verizon, VIVA, Vivo, Vodafone, WillSemi, WIN Semiconductors, WIPAM, Wisol, Xiaomi, Xpeedic, Yuzhen IC, ZTE, and more. Glossary and definition 2 Table of contents 4 Report scope 5 What we got right, What we got wrong 9 Executive summary 10 Market forecasts 46 Market forecast in $M by RF component air standard Component forecast in Mu Technology breakdown by component in Mu Wafer start per technology in kw Market trends 92 5G mobile market dynamics 5G use cases review Status of network rollout Current and future 5G spectrum Market shares and supply chain 121 Smartphone and feature phone market share Overall RF front end market share Component per component market share Players ranking with financial analysis Company outlook Status on MA Ecosystem and business model analysis Supply chain analysis (IDM, foundry and OSAT) Technology trends 172 Radio access technology trend PA technology status Switch roadmap overview Filter technology review (BAW vs emerging thin film SAW, IPD) Antenna tuning technology status Outlooks212 Conclusions Related reports TABLE OF CONTENTS (complete content on i-Micronews.com) RELATED REPORTS AUTHORS Antoine Bonnabel works as a Technology Market Analyst for the Power Wireless team of Yole Développement (Yole). He carries out technical, marketing and strategic analyses focused on RF devices, related technologies and markets. Prior to Yole, Antoine was RD Program Manager for DelfMEMS (FR), a company specializing in RF switches and supervised Intellectual Property and Business Intelligence activities of this company. In addition, he also has co-authored several market reports and is co-inventor of three patents in RF MEMS design. Antoine holds a M.Sc. in Microelectronics from Grenoble Institute of Technologies (France) and a M.Sc. in Management from Grenoble Graduate School of Business (France). As a Technology Market Analyst, specialized in RF devices technologies within the Power Wireless division at Yole Développement (Yole), Cédric Malaquin is involved in the development of technology market reports as well as the production of custom consulting projects. Prior his mission at Yole, Cédric first served Soitecasaprocessintegrationengineerduring 9 years, then as an electrical characterization engineer during 6 years. He deeply contributed to FDSOI and RFSOI products characterization. He has also authored or co- authored three patents and five international publications in the semiconductor field. Cédric graduated from Polytech Lille in France with an engineering degree in microelectronics and material sciences. Benefit from our Bundle Annual Subscription offers and access our analyses at the best available price and with great advantages Find all our reports on www.i-micronews.com • 5G’s Impact on Telecom Infrastructure 2019 • RF Front-End Module Technical Comparison 2019 • Advanced RF System-in-Package for Cellphones 2019 • Broadcom AFEM-8092 System-in-Package in the Apple iPhone Xs/Xr Series • Qualcomm 60GHz WiGig/WiFi 802.11ad Chipset World’s First Smartphone Edition • Antenna for 5G and 5G-related Applications – Patent Landscape Analysis
  • 21. ORDER FORM 5G’s Impact on RF Front-End Module and Connectivity for Cell phones 2019 SHIPPING CONTACT First Name: Email: Last Name: Phone: PAYMENT / ABOUT YOLE DEVELOPPEMENT BILL TO PRODUCT ORDER - ReF YD19034 BY CREDIT CARD Visa Mastercard Amex Name of the Card Holder: Credit Card Number: Card Verification Value (3 digits except AMEX: 4 digits): Expiration date: BY BANK TRANSFER BANK INFO: HSBC, 1 place de la Bourse, F-69002 Lyon, France, Bank code: 30056, Branch code: 00170 Account No: 0170 200 1565  87, SWIFT or BIC code: CCFRFRPP, IBAN: FR76 3005 6001 7001 7020 0156 587 RETURN ORDER BY • MAIL: YOLE DÉVELOPPEMENT, Le Quartz, 75 Cours Emile Zola, 69100 Villeurbanne/Lyon - France SALES CONTACTS • Western US Canada - Steve Laferriere: + 1 310 600-8267 – laferriere@yole.fr • Eastern US Canada - Chris Youman: +1 919 607 9839 – chris.youman@yole.fr • Europe RoW - Lizzie Levenez: + 49 15 123 544 182 – levenez@yole.fr • Japan Rest of Asia - Takashi Onozawa: +81-80-4371-4887 – onozawa@yole.fr • Greater China - Mavis Wang: +886 979 336 809 – wang@yole.fr • Korea - Peter OK: +82 10 4089 0233 – peter.ok@yole.fr • Specific inquiries: +33 472 830 180 – info@yole.fr (1) Our Terms and Conditions of Sale are available at www.yole.fr/Terms_and_Conditions_of_Sale.aspx The present document is valid 24 months after its publishing date: August 1, 2019 Please enter my order for above named report: One user license*: Euro 5,990 Multi user license: Euro 6,490 - The report will be ready for delivery from August 9, 2019 - For price in dollars, please use the day’s exchange rate. All reports are delivered electronically at payment reception. For French customers, add 20% for VAT I hereby accept Yole Développement’s Terms and Conditions of Sale(1) Signature: *One user license means only one person at the company can use the report. Founded in 1998, Yole Développement (Yole) has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services, reverse engineering and reverse costing services and well as IP and patent analysis. With a strong focus on emerging applications using silicon and/or micro manufacturing, the Yole group of companies has expanded to include more than 120 collaborators worldwide covering MEMS and image sensors, Compound semiconductors, RF Electronics, Solid-state lighting, Displays, Software, Optoelectronics, Microfluidics Medical, Advanced Packaging, Manufacturing, Power Electronics, Batteries Energy Management and Memory. The “More than Moore” market research, technology and strategy consulting company Yole Développement, along with its partners System Plus Consulting, PISEO, KnowMade and Blumorpho, supports industrial companies, investors and RD organizations worldwide to help them understand markets and follow technology trends to grow their business. CONSULTING AND ANALYSIS • Market data research, marketing analysis • Technology analysis • Strategy consulting • Reverse engineering costing • Patent analysis • Design and characterization of innovative optical systems • Financial services (due diligence, MA with our partner) More information on www.yole.fr MEDIA EVENTS • i-Micronews.com website, application related e-newsletter • Communication webcast services • Events: TechDays, forums… More information on www.i-Micronews.com REPORTS • Market technology reports • Patent investigation and patent infringement risk analysis • Structure, process and cost analysis and teardowns • Cost simulation tool More information on www.i-micronews.com/reports CONTACTS For more information about : • Consulting Financial Services: Jean-Christophe Eloy (eloy@yole.fr) • Reports Monitors: David Jourdan (jourdan@yole.fr) Fayçal Khamassi (khamassi@yole.fr) • Marketing Communication: Camille Veyrier (veyrier@yole.fr) • Public Relations: Sandrine Leroy (leroy@yole.fr) Name (Mr/Ms/Dr/Pr): Job Title: Company: Address: City: State: Postcode/Zip: Country*: *VAT ID Number for EU members: Tel: Email: Date:
  • 22. © 2019 Yole Développement From Technologies to Market Source: Wikimedia Commons
  • 23. 19©2019 | www.yole.fr | About Yole Développement YOLE DEVELOPPEMENT – FIELDS OF EXPERTISE Life Sciences Healthcare o Microfluidics o BioMEMS Medical Microsystems o Inkjet and accurate dispensing o Solid-State Medical Imaging BioPhotonics o BioTechnologies Power Wireless o RF Devices Technologies o Compound Semiconductors Emerging Materials o Power Electronics o Batteries Energy Management Semiconductor Software o Package,Assembly Substrates o Semiconductor Manufacturing o Memory o Software Computing Photonics, Sensing Display o Solid-State Lighting o Display o MEMS, Sensors Actuators o Imaging o Photonics Optoelectronics Semiconductor Software Power Wireless Photonics, Sensing Display Life Sciences Healthcare About Yole Développement | www.yole.fr | ©2019
  • 24. 20©2019 | www.yole.fr | About Yole Développement 4 BUSINESS MODELS o Consulting and Analysis • Market data research, marketing analysis • Technology analysis • Strategy consulting • Reverse engineering costing • Patent analysis • Design and characterization of innovative optical systems • Financial services (due diligence, MA with our partner) www.yole.fr o Syndicated reports • Market technology reports • Patent investigation and patent infringement risk analysis • Teardowns reverse costing analysis • Cost simulation tool www.i-Micronews.com/reports o Media • i-Micronews.com website • i-Micronews e-newsletter • Communication webcast services • Events:TechDays, forums,… www.i-Micronews.com o Monitors • Monthly and quarterly update • Excel database covering supply, demand, and technology • Price, market, demand and production forecasts • Supplier market shares www.i-Micronews.com/reports About Yole Développement | www.yole.fr | ©2019
  • 25. 21©2019 | www.yole.fr | About Yole Développement 6 COMPANIES TO SERVEYOUR BUSINESS Due diligence www.yole.fr Manufacturing costs analysis Teardown and reverse engineering Cost simulation tools www.systemplus.fr Market, technology and strategy consulting www.yole.fr IP analysis Patent assessment www.knowmade.fr Innovation and business maker www.bmorpho.com Design and characterization of innovative optical systems www.piseo.fr Yole Group of Companies About Yole Développement | www.yole.fr | ©2019
  • 26. 22 OUR GLOBAL ACTIVITY 30%of our business 40%of our business 30%of our business Greater China office Yole Japan HQ in Lyon Nantes Paris Nice Vénissieux Yole Deutschland Frankfurt Hsinchu Tokyo Yole Korea Seoul Palo Alto Yole Inc. Cornelius About Yole Développement | www.yole.fr | ©2019
  • 27. 23©2019 | www.yole.fr | About Yole Développement ANALYSIS SERVICES - CONTENT COMPARISON High Technology and Market Report Leadership Meeting QA Service Depth of the analysis Breadthoftheanalysis Meet the Analyst Custom Analysis High Low About Yole Développement | www.yole.fr | ©2019
  • 28. 24©2019 | www.yole.fr | About Yole Développement SERVING THE ENTIRE SUPPLY CHAIN Our analysts provide market analysis, technology evaluation, and business plans along the entire supply chain Integrators, end- users and software developers Device manufacturers Suppliers: material, equipment, OSAT, foundries… Financial investors, RD centers About Yole Développement | www.yole.fr | ©2019
  • 29. 25©2019 | www.yole.fr | About Yole Développement SERVING MULTIPLE INDUSTRIAL FIELDS We work across multiples industries to understand the impact of More-than- Moore technologies from device to system From A to Z… Transportation makers Mobile phone and consumer electronics Automotive Medical systems Industrial and defense Energy management About Yole Développement | www.yole.fr | ©2019
  • 30. 26 o Over the course of more than 20 years, Yole Développement has grown to become a group of companies. Together with System Plus Consulting and KnowMade, we now provide marketing, technology and strategy consulting, media and corporate finance services, reverse costing, structure, process and cost analysis services and well as intellectual property (IP) and patent analysis. Together, our group of companies is collaborating ever closer and therefore will offer, in 2019, a collection of over 125 reports, 10 new monitors and 120 teardowns. Combining respective expertise and methodologies from the three companies, they cover: o If you are looking for: • An analysis of your product market and technology • A review of how your competitors are evolving • An understanding of your manufacturing and production costs • An understanding of your industry’s technology roadmap and related IPs • A clear view supply chain evolution Our reports and monitors are for you! o Our team of over 70 analysts, including PhD and MBA qualified industry veterans from Yole Développement, System Plus Consulting and KnowMade, collect information, identify trends, challenges, emerging markets, and competitive environments. They turn that information into results and give you a complete picture of your industry’s landscape. In the past 20 years, we have worked on more than 2,000 projects, interacting with technology professionals and high-level opinion makers from the main players of their industries and realized more than 5,000 interviews per year. WHAT TO EXPECT IN 2019? In 2019 we will extend our offering with a new ‘monitor’ product which provides more updates on your industry during the year. The Yole Group of Companies is also building on and expanding its investigations of the memory industry. Moreover, in parallel, the Yole Group reaffirms its commitment to a new collection of reports mixing software and hardware and is increasing its involvement in displays, radio-frequency (RF) technology, advanced substrates, batteries and compound semiconductors. Last but not least, System Plus Consulting is developing its teardowns service providing 120+ offers related to phones, smart home, wearables and connected devices. Discover our 2019 program right now, and ensure you get a true vision of the industry. Stay tuned! REPORTS COLLECTION www.i-Micronews.com • MEMS Sensors • RF devices technologies • Medical technologies • Semiconductor Manufacturing • Advanced packaging • Memory • Batteries and energy management • Power electronics • Compound semiconductors • Solid state lighting • Displays • Software • Imaging • Photonics About Yole Développement | www.yole.fr | ©2019
  • 31. 27 OUR 2019 REPORTS COLLECTION (1/4) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape Market –Technology – Strategy – byYole Développement Yole Développement (Yole) offers market reports including quantitative market forecasts, technology trends, company strategy evaluation and indepth application analyses. Yole will publish more than 55 reports in 2019, with our partner PISEO contributing to some of the lighting reports. Reverse Costing® – Structure, Process and Cost Analysis – by System Plus Consulting The Reverse Costing® report developed by System Plus Consulting provides full teardowns, including detailed photos, precise measurements, material analyses, manufacturing process flows, supply chain evaluations, manufacturing cost analyses and selling price estimations. The reports listed below are comparisons of several analyzed components from System Plus Consulting. More reports are however available, and over 60 reports will be released in 2019.The complete list is available at www.systemplus.fr. Patent Reports – by KnowMade More than describing the status of the IP situation, these analyses provide a missing link between patented technologies and market, technological and business trends. They offer an understanding of the competitive landscape and technology developments from a patent perspective. They include key insights into key IP players, key patents and future technology trends. For 2019 KnowMade will release over 15 reports. The markets targeted are : • Mobile Consumer • Automotive Transportation • Medical • Industrial • Telecom Infrastructure • Defense Aerospace • Linked reports are dealing with the same topic to provide • a more detailed analysis. About Yole Développement | www.yole.fr | ©2019
  • 32. 28 OUR 2019 REPORTS COLLECTION (1/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape MEMS SENSORS o MARKET ANDTECHNOLOGY REPORT • Status of the MEMS Industry 2019 - Update • Status of the Audio Industry 2019 - New • Uncooled Infrared Imagers and Detectors 2019 – Update • Consumer Biometrics:Technologies and MarketTrends 2018 • MEMS Pressure Sensor Market and Technologies 2018 • Gas Particle Sensors 2018 o STRUCTURE, PROCESS COST REPORT • MEMS Sensors Comparison 2019 • MEMS Pressure Sensor Comparison 2018 • Particle Sensors Comparison 2019 • Miniaturized Gas Sensors Comparison 2018 o PATENT REPORT • MEMS Foundry Business Portfolio 2019 - New • Miniaturized Gas Sensors 2019 - New PHOTONIC AND OPTOELECTRONICS o MARKET ANDTECHNOLOGY REPORT • Silicon Photonics and Photonic Integrated Circuits 2019 • LiDARs for Automotive and Industrial Applications 2019 - Update o PATENT REPORT • Silicon Photonics for Data Centers: Optical Transceiver 2019 - New • LiDAR for Automotive 2018 RF DEVICES ANDTECHNOLOGIES o MARKET ANDTECHNOLOGY REPORT • RF GaN Market:Applications, Players,Technology, and Substrates 2019 - Update • 5G’s Impact on RF Front-End Module and Connectivity for Cell Phones 2019 – Update • 5G Impact on Telecom Infrastructure 2019 - New • Radar and Wireless for Automotive: Market and Technology Trends 2019 - Update • Advanced RF Antenna Market Technology 2019 - New • RF Standards and Technologies for Connected Objects 2018 o STRUCTURE, PROCESS COST REPORT • RF Front-End Module Comparison 2019 - Update • Automotive Radar RF Chipset Comparison 2018 o PATENT REPORT • Antenna for 5G Wireless Communications 2019 - New • RF Front End Modules for Cellphones 2018 • RF Filter for 5G Wireless Communications: Materials and Technologies 2019 • RF GaN 2019 – Patent Landscape Analysis Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
  • 33. 29 OUR 2019 REPORTS COLLECTION (2/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape IMAGING o MARKET ANDTECHNOLOGY REPORT • Status of the CIS Industry 2019:Technology and Foundry Business - Update • Imaging for Automotive 2019 - Update • NeuromorphicTechnologies for Sensing 2019 - Update • Status of the CCM and WLO Industry 2019 – Update • 3D Imaging Sensing 2018 • MachineVision for Industry and Automation 2018 • Sensors for RoboticVehicles 2018 o STRUCTURE, PROCESS COST REPORT • Compact Camera Modules Comparison 2019 • CMOS Image Sensors Comparison 2019 o PATENT REPORT • Facial Gesture Recognition Technlogies in Mobile Devices 2019 - New • Apple iPhone X Proximity Sensor Flood Illuminator 2018 MEDICAL IMAGING AND BIOPHOTONICS o MARKET ANDTECHNOLOGY REPORT • X-Ray Detectors for Medical, Industrial and Security Applications 2019- New • Microscopy Life Science Cameras: Market and Technology Analysis 2019 • Ultrasound technologies for Medical, Industrial and Consumer Applications 2018 o PATENT REPORT • Optical Coherence Tomography Medical Imaging 2018 MICROFLUIDICS o MARKET ANDTECHNOLOGY REPORT • Status of the Microfluidics Industry 2019 - Update • Next Generation Sequencing DNA Synthesis - Technology, Consumables Manufacturing and MarketTrends 2019 - New • Organ-on-a-Chip Market Technology Landscape 2019 - Update • Point-of-Need Testing Application of MicrofluidicTechnologies 2018 • Liquid Biopsy: from Isolation to Downstream Applications 2018 • Chinese Microfluidics Industry 2018 o PATENT REPORT • Microfluidic ManufacturingTechnologies 2019 – New • Nanopore Sequencing 2019 - New INKJET AND ACCURATE DISPENSING o MARKET ANDTECHNOLOGY REPORT • Inkjet Printheads - Dispensing Technologies Market Landscape 2019 - Update • Emerging Printing Technologies for Microsystem Manufacturing 2019 - New • Piezoelectric Devices from Bulk to Thin Film 2019 - New • Inkjet Functional and Additive Manufacturing for Electronics 2018 o STRUCTURE, PROCESS COST REPORT • Piezoelectric Materials from Bulk to Thin Film Comparison 2019 Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
  • 34. 30 OUR 2019 REPORTS COLLECTION (3/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape BIOTECHNOLOGIES o MARKET ANDTECHNOLOGY REPORT • CRISPR-Cas9 Technology: From Lab to Industries 2018 o PATENT REPORT • Personalized Medicine 2019 – New BIOMEMS MEDICAL MICROSYSTEMS o MARKET ANDTECHNOLOGY REPORT • Medical Wearables: Market Technology Analysis 2019 - New • Neurotechnologies and Brain Computer Interface 2018 • BioMEMS Non-Invasive Sensors: Microsystems for Life Sciences Healthcare 2018 o PATENT REPORT • 3D Cell Printing 2019 - New • CirculatingTumor Cells Isolation 2019 - New SOFTWARE AND COMPUTING o MARKET ANDTECHNOLOGY REPORT • Artificial Intelligence Computing For Automotive 2019 - New • Hardware and Software for Artificial Intelligence (AI) in Consumer Applications 2019 - Update • Image Signal Processor andVision Processor Market and Technology Trends 2019 • xPU (Processing Units) for Cryptocurrency, Blockchain, HPC and Gaming 2019 – New o PATENT REPORT • Artificial Intelligence for Medical Diagnostics - New MEMORY o MARKET ANDTECHNOLOGY REPORT • Status of the Memory Industry 2019 - New • MRAM Technology and Business 2019 - New • Emerging NonVolatile Memory 2018 o STRUCTURE, PROCESS COST REPORT • Memory Comparison 2019 o PATENT REPORT • Magnetoresistive Random-Access Memory (MRAM) 2019 - New • 3D Non-Volatile Memory 2018 ADVANCED PACKAGING o MARKET ANDTECHNOLOGY REPORT • Fan Out PackagingTechnologies and MarketTrends 2019 - Update • 3D TSV Integration and Monolithic Business Update 2019 - Update • Advanced RF SiP for Cellphones 2019 - Update • Status of Advanced Packaging Industry 2019 - Update • Status of Advanced Substrates 2019 - Update • Panel Level PackagingTrends 2019 - Update • Automotive Packaging 2019 - New • Trends in Automotive Packaging 2018 • Thin-Film Integrated Passive Devices 2018 o STRUCTURE, PROCESS COST REPORT • Advanced RF SiP for Cellphones Comparison 2019 Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
  • 35. 31 OUR 2019 REPORTS COLLECTION (4/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape SEMICONDUCTOR MANUFACTURING o MARKET ANDTECHNOLOGY REPORT • Nano Imprint Lithography 2019 - New • Equipment and Materials for Fan Out Packaging 2019 - Update • Equipment for More than Moore:Thin Film Deposition Etching 2019 - New • Wafer Starts for More Than Moore Applications 2018 • Polymeric Materials atWafer-Level for Advanced Packaging 2018 • Bonding and Lithography Equipment Market for More than Moore Devices 2018 o STRUCTURE, PROCESS COST REPORT • Wafer Bonding Comparison 2018 o PATENT REPORT • Hybrid Bonding for 3D Stack 2019 – New SOLID STATE LIGHTING o MARKET ANDTECHNOLOGY REPORT • Status of the Solid State Light Source Industry 2019 - New • Edge Emitting Lasers (EELS) 2019 - New • Light Shaping Technologies 2019 - New • Automotive Advanced Front Lighting Systems 2019 - New • VCSELs - Technology, Industry and MarketTrends 2019 - Update • IR LEDs and Laser Diodes – Technology,Applications, and Industry Trends 2018 • Automotive Lighting 2018:Technology, Industry and MarketTrends • UV LEDs - Technology, Manufacturing and ApplicationTrends 2018 • LiFi:Technology, Industry and MarketTrends 2018 o STRUCTURE, PROCESS COST REPORT • VCSEL Comparison 2019 o PATENT REPORT • VCSELs 2018 DISPLAY o MARKET ANDTECHNOLOGY REPORT • Next Generation 3D Display 2019 - New • Next Generation Human Machine Interaction (HMI)in Displays 2019 - New • Micro-and Mini-LED Displays 2019 - Update • Technologies And Markets for Next Generation Televisions • Displays OpticalVision Systems forVR,AR MR 2018 o PATENT REPORT • MicroLED Displays : Intellectual Property Landscape 2018 Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
  • 36. 32 OUR 2019 REPORTS COLLECTION (5/5) 18 fields of excellence combined with six markets to provide a complete picture of your industry landscape POWER ELECTRONICS o MARKET ANDTECHNOLOGY REPORT • Power SiC: Materials, Devices and Applications 2019 - Update • Power Electronics for EV/HEV and e-mobility: Market, Innovations and Trends 2019 - Update • Status of the Power Electronics Industry 2019 - Update • Discrete Power Packaging : Material Market and Technology Trends 2019 - New • Status of the Power ICs Industry 2019 - Update • Status of the Passive Components for the Power Electronics Industry 2019 - Update • Status of the Inverter Industry 2019 - Update • Status of the Power Module Packaging Industry 2019 - Update • Wireless Charging Market Expectations and Technology Trends 2018 • Power GaN 2018: Epitaxy, Devices,Applications and Technology Trends o STRUCTURE, PROCESS COST REPORT • Automotive Power Module Packaging Comparison 2018 • GaN-on-Silicon Transistor Comparison 2019 • SiC Transistor Comparison 2019 o PATENT REPORT • Power SiC : Materials, Devices and Modules 2019 - New • Power GaN : Materials, Devices and Modules 2019 – Update BATTERY ENERGY MANAGEMENT o MARKET ANDTECHNOLOGY REPORT • Status of the Rechargeable Li-ion Battery Industry 2019 - New • Li-ion Battery Packs for Automotive and Stationary Storage Applications 2019 - Update o PATENT REPORT • Battery Energy Density Increase: Materials and EmergingTechnologies 2019 - New • Solid-State Batteries 2019 - New • Status of the Battery Patents 2018 COMPOUND SEMI. o MARKET ANDTECHNOLOGY REPORT • Emerging Semiconductor Substrates: Market Technology Trends 2019- New • Status of the Compound Semiconductor Industry 2019 - New • InP Materials, Devices and Applications 2019 - New • GaAsWafer and Epiwafer Market: RF, Photonics, LED and PV Applications 2018 o PATENT REPORT • GaN-on-Silicon Substrate: Materials, Devices and Applications 2019 - Update Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019
  • 37. 33 OUR 2019 MONITORS COLLECTION (1/2) Get the most updated overview of your market to monitor your strategy Yole Développement, System Plus Consulting and KnowMade, all part of the Yole Group of Companies, are launching a collection of 10 monitors in 2019. The monitors aim to provide updated market, technology and patent data as well dedicated quarterly analyses of the evolution in your industry over the previous 12 months. Furthermore, you can benefit from direct access to the analyst for an on-demand QA and discussion session regarding trend analyses, forecasts and breaking news. Topics covered will be compact camera modules (CCMs), advanced packaging, compound semiconductors, microfluidics, batteries, RF and memory. MARKET MONITOR byYole Développement A FULL PACKAGE: The monitors will provide the evolution of the market in units, wafer area and revenues. They will also offer insights into what is driving the business and a close look at what is happening will also be covered in it. The following deliverables will be included in the monitors: • An Excel database with all historical and forecast data • A PDF slide deck with graphs and comments/analyses covering the expected evolutions o ADVANCED PACKAGING – NEW This monitor will provide the evolution of the advanced packaging platforms. It will cover Fan-Out Wafer Level Packaging (WLP), Fan-Out Panel Level Packaging (PLP), Wafer-Level Chip Scale Packaging (WLCSP), Flip Chip packaging platforms, and 2.5D and 3D Through Silicon Via (TSV) integration. Frequency: Quarterly, starting from Q3 2019 o COMPOUND SEMI. – NEW This monitor will describe how the compound semiconductor industry is evolving. It will offer a close look at GaAs, InP, SiC, GaN and other compounds of interest providing wafer volumes, revenues, application breakdowns and momentum. Frequency: Quarterly, starting from Q3 2019 o CAMERA MODULE – NEW This monitor will provide the evolution of the imaging industry, with a close look at image sensor, camera module, lens and VCM. Volumes, revenues and momentum of companies like Sony, Samsung, Omnivision and OnSemi will thus be analysed. Frequency: Quarterly, starting from Q3 2019 o MEMORY – UPDATE For the memory industry you can have access to a quaterly monitor, as well as an additional service, a monthly pricing. Both services can be bought seprately: • DRAM Service: Including a quarterly monitor and monthly pricing. • NAND Service: Including a quarterly monitor and monthly pricing. REVERSETECHNOLOGY MONITOR by System Plus Consulting o SMARTPHONES – NEW To stay updated on the latest components, packaging and silicon chip choices of the smartphone makers, System Plus Consulting has created its first Smartphone Reverse Technology monitor. This year, get access to the packaging and silicon content database of at least 20 different flagship smartphones – more than five per quarter. Starting at the beginning of 2019, the monitor will include an Excel database report for each phone and a quarterly comparison. About Yole Développement | www.yole.fr | ©2019
  • 38. 34 OUR 2019 MONITORS COLLECTION (2/2) Get the most updated overview of your market to monitor your strategy PATENT MONITOR by KnowMade A FULL PACKAGE: Starting at the beginning of the year, the KnowMade monitors include the following deliverables: • An Excel file including the monthly IP database of: • New patent applications • Newly granted patents • Expired or abandoned patents • Transfer of IP rights through re-assignment and licensing • Patent litigation and opposition • Quarterly report including a PDF slide deck with the key facts figures of the quarter: IP trends over the three last months, with a close look to key IP players and key patented technologies. o GaN for Power RF Electronics Wafers and epiwafers, GaN-on-SiC, silicon, sapphire or diamond, semiconductor devices such as transistors, and diodes, devices and applications including converters, rectifiers, switches, amplifiers, filters, and Monolothic Microwave Integrated Circuits (MMICs), packaging, modules and systems. o GaN for Optoelectronics Photonics Wafers and epiwafers, GaN-on-sapphire, SiC or silicon; semiconductor devices such as LEDs and lasers; and applications including lighting, display, visible communication, photonics, packaging, modules and systems. o Li-ion Batteries Anodes made of lithium metal, silicon, and lithium titanate (LTO); cathodes made of Lithium Iron Phosphate (LFP), Nickel-Manganese-Cobalt (NMC), Lithium Nickel Cobalt Aluminium Oxide (NCA), Lithium Nickel Metal Dioxide (LiNiMO2), Lithium Metal Phosphate (LiMPO4), and Lithium Metal Tetroxide (LiMO4); electrolytes including liquid, polymer/gel, and solid inorganics; ceramic and other separators; battery cells including thin film/microbattery, flexible, cylindrical and prismatic; and battery packs and systems. o Post Li-ion Batteries Battery technologies including redox-flow batteries, sodium-ion, lithiumsulfur, lithium- air, and magnesium-ion, and their supply chains, including electrodes, electrolytes, battery cells and battery packs/systems. o Solid-State Batteries Supply chain including electrodes, battery cells, battery packs/systems and electrolytes, including polymer, inorganic and inorganic/polymer, inorganic materials, including argyrodites, LIthium Super Ionic CONductor, (LISICONs), Thio-LISICONs, sulfide glasses, oxide glasses, perovskites, anti-perovskites and garnets. o RF Acoustic Wave Filters Including Surface Acoustic Wave (SAW), Temperature Compensated (TC)- SAW, Bulk Acoustic Wave- Free-standing Bulk Acoustic Resonator (BAWFBAR), BAW-Solidly- Mounted Resonator (BAW-SMR), and Packaging. o RF Power Amplifiers Including Low Noise Amplifiers, Doherty Amplifiers, Packaging, and Millimeter-Wave technology. o RF Front-End Modules o Microfluidics From components to chips and systems, including all applications. About Yole Développement | www.yole.fr | ©2019
  • 39. 35 I-MICRONEWS MEDIA To meet the growing demand for market, technological and business information, i-Micronews Media integrates several tools able to reach each individual contact within its network. We will ensure your company benefits from this ONLINE ONSITE INPERSON i-Micronews e-newsletter i-Micronews.com FreeFullPDF.com Events Webcasts Unique, cost-effective ways to reach global audiences. Online display advertising campaigns are great strategies for improving your product/brand visibility.They are also an efficient way to adapt with the demands of the times and to evolve an effective marketing plan and strategy. Brand visibility, networking opportunities Today's technology makes it easy for us to communicate regularly, quickly, and inexpensively – but when understanding each other is critical, there is no substitute for meeting in-person. Events are the best way to exchange ideas with your customers, partners, prospects while increasing your brand/product visibility. Targeted audience involvement equals clear, concise perception of your company’s message. Webcasts are a smart, innovative way of communicating to a wider targeted audience.Webcasts create very useful, dynamic reference material for attendees and also for absentees, thanks to the recording technology. #15,800+ monthly unique visitors on i-Micronews.com #10,900+ weekly readers of i-Micronews e-newsletter #110 attendees on average #7+ key events planned for 2019 on different topics #380 registrants per webcast on average to gain new leads for your business Contact: CamilleVeyrier (veyrier@yole.fr), Marketing Communication Director About Yole Développement | www.yole.fr | ©2019
  • 40. 36 CONTACT INFORMATION o CONSULTING AND SPECIFICANALYSIS, REPORT BUSINESS • North America: • Steve LaFerriere, Senior Sales Director forWestern US Canada Email: laferriere@yole.fr – + 1 310 600-8267 • ChrisYouman, Senior Sales Director for Eastern US Canada Email: chris.youman@yole.fr – +1 919 607 9839 • Japan Rest of Asia: • Takashi Onozawa, General Manager,Asia Business Development (India ROA) Email: onozawa@yole.fr - +81 34405-9204 • Miho Ohtake, Account Manager (Japan) Email: ohtake@yole.fr - +81 3 4405 9204 • Itsuyo Oshiba, Account Manager (Japan Singapore) Email: oshiba@yole.fr - +81-80-3577-3042 • Korea: Peter Ok, Business Development Director Email: peter.ok@yole.fr - +82 10 4089 0233 • Greater China: Mavis Wang, Director of Greater China Business Development Email: wang@yole.fr - +886 979 336 809 • Europe: Lizzie Levenez, EMEA Business Development Manager Email: levenez@yole.fr - +49 15 123 544 182 • RoW: Jean-Christophe Eloy, CEO President,Yole Développement Email eloy@yole.fr - +33 4 72 83 01 80 o FINANCIAL SERVICES (in partnership withWoodside Capital Partners) • Jean-Christophe Eloy, CEO President Email: eloy@yole.fr - +33 4 72 83 01 80 • Ivan Donaldson,VP of Financial Market Development Email: ivan.donaldson@yole.fr - +1 208 850 3914 o CUSTOM PROJECT SERVICES • Jérome Azémar,Technical Project Development Director Email: azemar@yole.fr - +33 6 27 68 69 33 o GENERAL • CamilleVeyrier, Director, Marketing Communication Email: veyrier@yole.fr - +33 472 83 01 01 • Sandrine Leroy, Director, Public Relations Email: leroy@yole.fr - +33 4 72 83 01 89 / +33 6 33 11 61 55 • Email: info@yole.fr - +33 4 72 83 01 80 Follow us on