DRAM & NAND Service – Memory Research 2018 Reports by Yole Developpement

© 2018
From Technologies to Markets
Sample
DRAM & NAND
Service – Memory
Research 2018

2| Sample | www.yole.fr | ©2018
REPORT OBJECTIVES
o The Memory Research Services (NAND & DRAM) provide both a high-level perspective on the current
memory market dynamics while also providing very detailed analysis on all aspects of the memory markets.
o The Market Monitors are in-depth, Excel-based reports covering all things related to the DRAM or NAND
market: pricing, supply/demand, supplier and technology analysis
o The accompanying slides provide a convenient and effective way to visualize the data and make sense of what is
happening in the market
o The Monthly Pricing Monitors provide a monthly snapshot of market pricing across a variety of products,
including components and packaged solutions spanning multiple densities and technologies
DRAM & NAND Service – Memory Research

COMPANIES CITED IN THE REPORT
DRAM Monitor
Apple, Micron, Nanya, Powerchip, Samsung, SK Hynix,Winbond
NAND Monitor
Samsung,Toshiba,Western Digital, Micron, SK Hynix, Intel,YMTC

DRAM Quaterly Market Monitor
o DRAM market overview
o Revenue
o Shipments
o Quarterly revenue - near and long-term
o Pricing
o Market share
o CAPEX
o Sufficiency
o Near-term pricing outlook
o DRAM demand
o Segment bit demand and share
o Data center
o PC
o Mobile
o Graphics
o Automotive
o DRAM technology
o Shipments by technology
o Shipments by density
o Mobile shipments
o Graphics shipments
o 3DXpoint
o DRAM supply
o Industry wafer production
o Industry process mix
o Bits per wafer
o Bit growth - sources
o Samsung details
o SK Hynix details
o Micron details
o Nanya details
A complete Excel file with the analysis’ numerical data is
included with the PPT presentation
DRAM Monthly Pricing Monitor
Monthly Price Evolution from 2017 - 2019
for:
o Mobile DRAM ($/unit)
o LPDDR2 8Gb
o LPDDR2 16Gb
o LPDDR3 8Gb
o LPDDR3 12Gb
o LPDDR3 16Gb
o LPDDR3 24Gb
o LPDDR4 16Gb
o LPDDR4 32Gb
o LPDDR4 48Gb
o Server DRAM ($/unit)
o DDR3 2GB R-DIMM
o DDR3 4GB R-DIMM
o DDR3 8GB R-DIMM
o DDR3 16GB R-DIMM
o DDR4 8GB R-DIMM
o DDR4 16GB R-DIMM
o DDR4 32GB R-DIMM
o DDR4 64GB R-DIMM
o PC DRAM
o DDR3 1GB DIMM
o DDR3 2GB DIMM
o DDR3 4GB DIMM
o DDR3 8GB DIMM
o DDR4 4GB DIMM
o DDR4 8GB DIMM
o Components
o SDR 16Mb
o SDR 64Mb
o DDR 256Mb
o DDR 512Mb
o DDR2 512Mb
o DDR2 1Gb
o DDR3 1Gb
o DDR3 2Gb
o DDR3 4Gb
o DDR4 4Gb
o DDR4 8Gb
TABLE OF CONTENTS – DRAM MONITOR

NAND Quaterly Market Monitor
o NAND market overview
o Revenue
o Quarterly revenue - near and long-term
o Shipments
o Pricing
o Market share
o CAPEX
o Sufficiency
o Near-term pricing outlook
o NAND demand
o Segment bit demand & share
o Mobile
o SSD - PC (client) & data center (enterprise)
o Automotive
o 3D Xpoint
o NAND supply
o Wafer production by supplier, process, and
technology
o Bit production by process, technology, and density
o GB per wafer, by supplier
o SLC bit production and bit market share
o NAND supplier profile
o Samsung
o Toshiba
o Western Digital
o Micron
o SK Hynix
o Intel
o YMTC
o Others
A complete Excel file with the analysis’ numerical data is
included with the PPT presentation
NAND Monthly Pricing Monitor
Monthly Price Evolution from 2017 - 2019
for:
o TLC NAND ($/unit)
o 128Gb (16GB)
o 256Gb (32GB)
o 512Gb (64GB)
o MLC NAND ($/unit)
o 16Gb (2GB)
o 32Gb (4GB)
o 64Gb (8GB)
o 128Gb (16GB)
o 256Gb (32GB)
o SLC NAND ($/unit)
o 1Gb
o 2Gb
o 4Gb
o 8Gb (1GB)
o eMMC NAND ($/unit)
o 16GB TLC
o 32GB TLC
o 64GB TLC
o 128GB TLC
o UFS ($/unit)
o 32GB TLC
o 64GB TLC
o 128GB TLC
o 256GB TLC
o eMCP ($/unit)
o 16GB+8Gb LP3
o 16GB+16Gb LP3
o 32GB+16Gb LP3
o 32GB+24Gb LP4
o 64GB+32Gb LP4
o 64GB+48Gb LP4
o 128GB+32Gb LP4
TABLE OF CONTENTS – NAND MONITOR

6
Biographies & contacts
| Sample | www.yole.fr | ©2018
ABOUTTHE AUTHORS
Walt Coon,VP of NAND and Memory Research
Walt Coon joinsYole Développement’s memory team asVP of NAND and Memory Research, part of the Semiconductor & Software division.
Walt is leading the day-to-day production of both market updates, Market Monitors and Pricing Monitors, with a focus on the NAND market and
semiconductor industries. In addition, he is deeply involved in the business development of these activities. Walt has significant experience within the
memory & semiconductor industry. He spent 16 years at Micron Technology, managing the team responsible for competitor benchmarking, and
industry supply, demand, and cost modeling. His team also supported both corporate strategy and Mergers & Acquisitions analysis. Previously, he spent
time in Information Systems, developing engineering applications to support memory process and yield enhancement. Walt Coon earned a Master of
Business Administration from Boise State University (Idaho, United-States) and a Bachelor of Science in Computer Science from the University of
Utah (United-States). Contact: walt.coon@yole.fr
Mike Howard,VP of DRAM and Memory Research
Mike Howard is a member of the Memory team at Yole Développement, serving as VP of DRAM and Memory Research within the Semiconductor &
Software division. He is a daily contributor to the business development of memory activities, with a special focus on the DRAM industry. Mike’s
mission is to propose a comprehensive understanding of the memory and semiconductor markets, with a dedicated collection of market updates,
Market Monitors, and Pricing Monitors. Over the course of his career Mike has developed broad DRAM memory expertise, including an effective
combination of industrial and market research experience. Prior to his position at Yole as VP of DRAM and Memory Research, Mike worked at Micron
Technology for more than a decade. During this time he held several key roles in Corporate Development, Marketing, and as a photolithography
engineer in R&D. Mike earned a master’s of Business Administration from The Ohio State University (United States), along with a B.S. in Chemical
Engineering and a B.A. in Finance from the University of Washington (Washington, United States). Contact: mike.howard@yole.fr

DRAM MARKET REVENUE
• DRAM revenue will reach a new high in 2018 on strong pricing trends and modest shipment growth
• The emergence of Chinese DRAM production in 2020 will push revenue down as the market shifts into pronounced
oversupply

PC – CONTENT & SHIPMENTS
• Content growth in PCs has slowed dramatically over the last decade and is expected to continue to slow in the coming years
• PC demand is much less elastic today than it was a decade ago

SHIPMENTS BY TECHNOLOGY
The DRAM
market is no
longer
dominated by
any single
technology

DRAM PRICING MONITOR

NAND MARKET REVENUE
• NAND revenue expected to set another record in 2018, with strong bit growth offsetting moderate price declines
• Revenue is expected to expand over time, as cost declines enable further penetration of NAND-based storage solutions into
traditional HDD markets

SSD – UNIT MIX
Client SSDs
dominate SSD
unit shipments

NANDWAFER PRODUCTION – BY PROCESS
3D NAND
overtakes
planar wafer
output in Q4
2017

NAND PRICING MONITOR

RELATED REPORTS
Discover more related reports within our bundles here.

Thehyper-growthofthememorymarketin2017
positioned both DRAM and NAND memory
as leading devices within the semiconductor
market. With the memory markets significantly
impacting the semiconductor industry in
terms of profits, CAPEX, and sales, Yole
Développement has decided to publish two
new reports covering the fast-moving DRAM
and NAND markets. Beginning this year,
Yole Développement will publish world-
class research, data, and insights covering the
memory markets in quarterly installments that
analyze the evolution of the DRAM and NAND
markets in terms of revenue, shipments,
CAPEX, and near-term price evolution, as
well as demand per market segment, DRAM
and NAND technology evolution, and detailed
profiles of main suppliers. Yole Développement
will also introduce DRAM and NAND monthly
pricing monitors to track the price evolution of
key components and packaged solutions.
DRAM SERVICE – MEMORY RESEARCH
Market & Pricing Monitors - June 2018
MEMORY IS NOW THE PRIMARY MARKET SEGMENT FOR SEMICONDUCTOR
PRODUCTS
2018 will be the peak year for DRAM market value, with price moving down Q3.
WHAT ABOUT THE DRAM
SERVICE - MEMORY RESEARCH?
A full package:
The DRAM Quarterly Market Monitor
and the Monthly Pricing Monitor
include the following deliverables:
• Excel database with all historical and
forecast data
• PDF slide deck with graphs and
comments/analysis covering
expected evolutions
• Direct access to a Yole
Développement analyst for one
year, providing an opportunity for
on-demand QA and discussions
regarding trends, analyses, forecasts,
and breaking news
Frequency:
Receive every quarter the updated
Market Monitor documents and every
month the updated Pricing Monitor
documents
Options:
• Pricing Monitors can be bought
individually (NAND, DRAM or both)
• Memory Research are available for
DRAM, NAND and both
Check the different options on the
order form page.
MEGATRENDS ARE PUSHING MORE DRAM INTO PRODUCTS, LEADING TO A
RECORD 2018
The megatrends boosting the entire
semiconductor industry have a very positive
impact on the memory market, especially
DRAM. Mobile phone in general and the 5G
revolution in particular, along with hyperscale
data center, Artificial Intelligence (AI) and
machine learning, and autonomous driving are
all pushing DRAM adoption, with a CAGR of
more than 22% for bit demand over the next
five years.
The DRAM market is constantly evolving and
changing. New Chinese suppliers threaten the
current market balance, and emerging memory
technologies are poised to cannibalize huge
chunks of DRAM demand while the demand-
drivers of the past (PCs and smartphones) lose
steam and no longer push industry demand.
The DRAM market’s future promises to be
as dynamic as its past. Yole Développement’s
quarterly and monthly monitors will answer the
pressing questions facing the industry, including:
• Will the three primary DRAM suppliers -
Samsung, SK Hynix, and Micron - continue to
manage supply and drive industry revenue to
even higher levels?
(Yole Développement, June 2018)
Others
Samsung
SK hynix
Micron
Revenue forecast
Average Selling Price growth
Bit growth
DRAM market dynamics per quarter

DRAM SERVICE – MEMORY RESEARCH
WHAT DO THE UPCOMING QUARTERS HOLD?
DRAM QUARTERLY MARKET MONITOR AND MONTHLY PRICING MONITOR -
CONTENT
Strong bit growth and increasing price will drive
revenue up $28B for the current quarter. 2018
prices are expected to increase by more than
22% (detailed in the Quarterly Monitor), leading
to another record year for DRAM, with revenue
over $110B - a 50% jump from 2017.
Total 2018 growth will easily reach a new high,
thanks to strong pricing trends and modest
shipment growth. The emergence of Chinese
DRAM production by 2020 will reduce revenue as
the market shifts into pronounced oversupply.
Bit growth is expected to remain around 20% -
25% over the long-term: lower than historical
bit growth because of tech difficulties linked
to shrinking lithography. As a direct impact, bit
growth is becoming more expensive and more
processing steps are needed with each migration
node because of multi-patterning, and therefore
more cleanroom space per wafer-out.
Prices are expected to begin declining in 2H/18,
down through 2022. Supply will exceed demand
in 2019 and prices are expected to fall modestly.
The DRAM Quarterly Market Monitor and DRAM
Monthly Pricing Monitor contain all of the data
related to DRAM revenue per quarter, DRAM
shipments, pricing per DRAM type, near and long-
term revenue, market share per quarter, CAPEX
per company, and market demand/supply forecast,
as well as a complete analysis and details of the
demand side with a deep dive into data centers,
mobile, automotive, graphics, and PC.
For the top seven players (Micron, Nanya,
Powerchip, Samsung, SK Hynix, and Winbond),
the DRAM Quarterly Market Monitor provides
a detailed analysis of CAPEX, shipments, wafer
production per technology (process mix) and
per fab, as well as the expected impact of DRAM
technology changes.
The DRAM Quarterly Market Monitor and the
Monthly Pricing Monitor include the following
deliverables:
• Excel database with all historical and forecast data
• PDF slide deck with graphs and comments/
analysis covering expected evolutions
• Direct access to a Yole Développement analyst
for one year, providing an opportunity for on-
demand QA and discussions regarding trends,
analyses, forecasts, and breaking news.
• Will China’s entrance in the DRAM market
disrupt the current market balance?
• Will DRAM manufacturing’s enormous technical
challenges and the lack of access to DRAM
intellectual property prove too difficult for China
to overcome?
• What demand segments will emerge to
compensate for the diminishing PC and
smartphone categories?
• How much farther will the DRAM roadmap
extend? Is there a future beyond 14nm?
• How will AI and machine learning impact DRAM
demand and the technology roadmap?
• Will autonomous vehicles meaningfully impact
the DRAM market? If so, when?
• Will DRAM capital expenditures continue their
recent trend upwards, or will capital intensity
climb too high and threaten supplier stability?
• Will DRAM wafer demand push the overall
semiconductor market into drastic undersupply?
• Will HBM2 emerge as the dominant DRAM
graphics technology?
• When will LPDDR5 and DDR5 become available,
and will they ever dominate the market?
• Have the recent DRAM price increases hurt
demand, or is DRAM demand-elasticity dead?
Yole Développement provides its opinions and
answers all of these questions on a quarterly basis
with its new DRAM Quarterly Market Monitor and
DRAM Monthly Pricing Monitor.
(Yole Développement, June 2018)
DRAM market forecast
DRAM market forecast
Q1-17 Q2-17 Q3-17 Q4-17 Q1-18 Q2-18 Q3-18 Q4-18 Q1-19 Q2-19 Q3-19 Q4-19 2017 2018 2019 2020 2021 2022 2023
Revenue ($m) $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX
% Change X% X% X% X% X% X% X% X% X% X% X% X% X% X% X% X% X% X% X%
Shipments (m GB) XX XX XX XX XX XX XX XX XX XX XX XX XX XX XX XX XX XX XX
ASP ($/GB) $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX $XX
DRAM Market Monitor Q1 2018

MARKET PRICING MONITORS
Find more
details about
this report here:
COMPANIES CITED IN THE REPORT (non exhaustive list)
Micron, Nanya, Powerchip, Samsung, SK Hynix, Winbond, and more...

DRAM Quaterly Market Monitor
(PPT file)
DRAM market overview
Revenue
Shipments
Quarterly revenue - near and long-term
Pricing
Market share
CAPEX
Sufficiency
Near-term pricing outlook
DRAM demand
Segment bit demand and share
Data center
PC
Mobile
Graphics
Automotive
DRAM technology
Shipments by technology
Shipments by density
Mobile shipments
Graphics shipments
3DXpoint
DRAM supply
Industry wafer production
Industry process mix
Bits per wafer
Bit growth - sources
Samsung details
SK Hynix details
Micron details
Nanya details
A complete Excel file with the analysis’
numerical data is included with the PPT
presentation
DRAM Monthly Pricing Monitor
(Excel file)
Monthly price evolution from 2017 - 2019
for:
Mobile DRAM ($/unit)
LPDDR2 8Gb
LPDDR2 16Gb
LPDDR3 8Gb
LPDDR3 12Gb
LPDDR3 16Gb
LPDDR3 24Gb
LPDDR4 16Gb
LPDDR4 32Gb
LPDDR4 48Gb
Server DRAM ($/unit)
DDR3 2GB R-DIMM
DDR3 4GB R-DIMM
DDR3 8GB R-DIMM
DDR3 16GB R-DIMM
DDR4 8GB R-DIMM
DDR4 16GB R-DIMM
DDR4 32GB R-DIMM
DDR4 64GB R-DIMM
PC DRAM
DDR3 1GB DIMM
DDR3 2GB DIMM
DDR3 4GB DIMM
DDR3 8GB DIMM
DDR4 4GB DIMM
DDR4 8GB DIMM
Components
SDR 16Mb
SDR 64Mb
DDR 256Mb
DDR 512Mb
DDR2 512Mb
DDR2 1Gb
DDR3 1Gb
DDR3 2Gb
DDR3 4Gb
DDR4 4Gb
DDR4 8Gb
TABLE OF CONTENTS (complete content on i-Micronews.com)
• Memory Packaging Market and Technology
Report 2017
• Emerging Non-Volatile Memory 2017
RELATED REPORTS
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AUTHOR
Mike Howard is member of the
memory team at Yole Développement
(Yole) as VP of DRAM and Memory
Research within the Semiconductor
Software division.
Mike is a daily contributor to the business
development of memory activities with
a special focus on the DRAM industry.
Mike’s mission at Yole, is to propose a
comprehensive understanding of the
entire memory and semiconductor
markets, with a dedicated collection of
market updates, Market Monitors and
Pricing Monitors. Mike developed a
broad DRAM memory expertise with
a relevant combination of industrial
and market research experiences.
Prior his position as Senior Director of
DRAM and Memory Research for more
than a decade, Mike served at Micron
Technology. He had several roles in
corporate development, marketing,
and as photolithography engineer in
RD. Mike earned a Master of Business
Administration at The Ohio State
University (United-States), a Bachelor of
Science in Chemical Engineering as well
as a Bachelor of Arts in Finance at the
University of Washington (Washington,
United-States).
Find all our reports on www.i-micronews.com
KEY FEATURES OF THE REPORT
Get the sample of the report
on www.i-Micronews.com
• Market forecast through 2023 in Gb,
US$, units, wafers, $/Gb
• Supplier market shares (Micron,
Nanya, Powerchip, Samsung,
SK Hynix, Winbond) from 2015
to present by revenue (US$),
bit shipments (Gb), geography
(US$),segment (US$), average selling
price ($/Gb)
• Demand forecast through 2023 by
category (PC, data center, mobile,
consumer, Auto…) in units, revenue
(US$), bit demand (Gb)
• Production forecast through 2019 by
supplier for wafer production (wpm,
by Fab), bit production (Gb, by Fab),
process mix (% of wafers), average
process node (nm, bit basis wafer
basis), average Gb per wafer

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• Advanced packaging
• Manufacturing
• Advanced substrates
• Power electronics
• Batteries and energy management
• Compound semiconductors
• Solid state lighting
• Displays
• Software
• Memory

OUR 2018 REPORTS COLLECTION (1/4)
MEMS SENSORS
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of the MEMS Industry 2018 – Update
− Silicon Photonics 2018 – Update
− Consumer Biometrics: Hardware Software 2018 – Update
− Inkjet Functional and Additive Manufacturing for Electronics 2018
− Fingerprint Sensor Applications and Technologies – Consumer Market Focus 2017
− Sensors and Sensing Modules for Smart Homes and Buildings 2017
− Acoustic MEMS and Audio Solutions 2017
− MEMS Sensors for Automotive Market Technology Trends 2017
− High End Inertial Sensors 2017
− Magnetic Sensor 2017
o REVERSE COSTING® – STRUCTURE, PROCESS COST REPORT
– by System Plus Consulting
− Piezo MEMS 2018 *
o PATENT ANALYSES – by KnowMade
− MEMS Microphone – Patent Landscape Analysis
− Knowles MEMS Microphones in Apple iPhone 7 Plus – Patent-to-Product
Mapping 2017
o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade
− MEMS Pressure Sensor 2018 – Market Technology Report
− MEMS Pressure Sensor Comparison 2018 – Structure, Process Cost Report
− Gas Particles 2018 – Market Technology Report
− Gas Particles Comparison 2018 – Structure, Process Cost Report
− LiDARs for Automotive and Industrial Applications 2018 – Market
Technology Report
− LiDAR for Automotive 2018 – Patent Landscape Analysis
− MEMS Packaging 2017 – Market Technology Report
− MEMS Packaging Comparison 2017 – Structure, Process Cost Report
RF DEVICES ANDTECHNOLOGIES
− Wireless technologies (Radar, V2X) for Automotive 2018
− RF Standards and Technologies for Connected Objects 2018
− RF Photonic Components Technologies for 5G Infrastructure 2018
o REVERSE COSTING® – STRUCTURE, PROCESS COST REPORT– by System
Plus Consulting
− Automotive Radar Comparison 2018
− RF Acoustic Wave Filters 2017 – Patent Landscape Analysis
− 5G impact on RF Front End Modules and Connectivity for Cellphones 2018 – Market
Technology Report – Update
− RF Front-End Module Comparison 2018 – Structure, Process Cost Report
− RF Front End Modules for Cellphones 2018 – Patent Landscape Analysis
− Advanced RF System-in-Package for Cellphones 2018 – Market Technology
Report – Update*
− Advanced RF SiPs for Cell Phones Comparison 2017 – Structure, Process
Cost Report
− RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023
Market Technology Report – Update
− RF GaN Comparison 2018* – Structure, Process Cost Report
− RF GaN 2018 – Patent Landscape Analysis
SOFTWARE
− Consumer Biometrics: Sensors Software 2018 – Update
− Processing Hardware and Software for AI 2018 - Vol. 1 2
− From Image Processing to Deep Learning, Introduction to Hardware and Software
Update : 2017 version still available / *To be confirmed

IMAGING OPTOELECTRONICS
− Status of the Compact Camera Module and Wafer Level Optics
− Industry 2018 – Update
− 3D Imaging and Sensing 2018 – Update
− Sensors for Robotic Vehicles 2018
− Machine Vision for Industry and Automation 2018
− Imagers and Detectors for Security and Smart Buildings 2018
− Uncooled Infrared Imagers 2017
− iPhone X Dot Projector – Patent-to-Product Mapping
− Status of the CMOS Image Sensor Industry 2018 – Market Technology Report -
Update
− CMOS Image Sensor Comparison 2018 – Structure, Process Cost Report
− CMOS Image Sensors Monitor 2018* – Quaterly Update**
− Camera Module 2017 – Market Technology Report
− Compact Camera Module Comparison 2018 – Structure, Process Cost Report
− LiDARs for Automotive and Industrial Applications 2018 – Market Technology
Report
− LiDAR for Automotive 2018 – Patent Landscape Analysis
ADVANCED PACKAGING
− Status of Advanced Packaging Industry 2018 – Update
− Status of Advanced Substrates 2018: Embedded Die and Interconnects,
Substrate Like PCB Trends
− 3D TSV and Monolithic Business Update 2018 – Update
− Power Modules Packaging 2018 – Update
− Discrete Power Packaging 2018 – Update*
− Status of Panel Level Packaging 2018
− Trends in Automotive Packaging 2018
− Hardware and Software for AI 2018 - Vol. 1 2
− Thin-Film Integrated Passive Devices 2018
− Memory Packaging Market and Technology Report 2018 – Update*
− Hybrid Bonding for 3D Stack – Patent Landscape Analysis
o LINKED REPORTS– by Yole Développement and System Plus Consulting
− Advanced RF System-in-Package for Cellphones 2018 – Market Technology Report -
Update*
− Advanced RF SiPs for Cell Phones Comparison 2017 – Structure, Process
Cost Report
− Fan-Out Packaging 2018 – Market Technology Report – Update*
− Fan-Out Packaging Comparison 2018* – Structure, Process Cost Report
MANUFACTURING
− Wafer Starts for More Than Moore Applications 2018
− Equipment for More than Moore: Technology Market Trends
for Lithography Bonding/Debonding 2018
− Polymeric Materials for wafer-level Advanced Packaging 2018
− Laser Technologies for Semiconductor Manufacturing 2017
− Glass Substrate Manufacturing in the Semiconductor Field 2017
− Equipment and Materials for Fan-Out Packaging 2017
− Equipment and Materials for 3D TSV Applications 2017
o LINKED REPORTS – by Yole Développement and System Plus Consulting
− Equipment for More than Moore: Technology Market Trends for
Lithography Bonding/Debonding 2018 – Market Technology Report
− Wafer Bonding Comparison 2018 – Structure, Process Cost Report

MEMORY
− Emerging Non Volatile Memory 2018 – Update
− Memory Packaging Market and Technology Report 2018 – Update*
o QUARTERLY UPDATE – by Yole Développement**
− Memory Market Monitor 2018 (NAND DRAM)
o MONTHLY UPDATE – by Yole Développement**
− Memory Pricing Monitor 2018 (NAND DRAM)
o REVERSE ENGINEERING COSTING REVIEW – by System Plus Consulting
− DRAM Technology Cost Review 2018
− NAND Memory Technology Cost Review 2018
− 3D Non-Volatile Memories – Patent Landscape
COMPOUND SEMICONDUCTORS
− Status of Compound Semiconductor Industry 2018*
− GaAs Materials, Devices and Applications 2018
− InP Materials, Devices and Applications 2018
− Bulk GaN Substrate Market 2017
− Power SiC 2018: Materials, Devices, and Applications – Market Technology
Report – Update
− SiC Transistor Comparison 2018 – Structure, Process Cost Report
− Power SiC 2018 – Patent Landscape Analysis
− Power GaN 2018: Materials, Devices, and Applications – Market Technology Report
– Update
− GaN-on-Silicon Transistor Comparison 2018 – Structure, Process Cost Report
− Status of the GaN IP – Patent Watch 2018 Patent Activity 2017
− RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023
– Market Technology Report – Update
− RF GaN – Patent Landscape Analysis
POWER ELECTRONICS
− Status of Power Electronics Industry 2018 – Update
− Discrete Power Packaging 2018 – Update*
− Power Electronics for Electric Vehicles 2018 – Update
− Integrated Passive Devices (IPD) 2018
− Wireless Charging Market Expectations and Technology Trends 2018
− Thermal Management Technology and Market Perspectives in Power
− Electronics and LEDs 2017
− Gate Driver 2017
− Power MOSFET 2017
− IGBT 2017
− Market Opportunities for Thermal Management Components in
Smartphones 2017
o LINKED REPORTS – by Yole Développement, System Plus Consulting
and KnowMade
− Power Modules Packaging 2018 – Market Technology Report – Update
− Automotive Power Module Packaging Comparison 2018 – Structure,
Process Cost Report
− Power ICs Market Monitor 2018 – Quaterly Update**
− Power ICs Market Comparison 2018* – Structure, Process Cost Report
BATTERY AND ENERGY MANAGEMENT
− Li-ion Battery Packs for Automotive and Stationary Storage Applications 2018 –
Update
− Status of the Battery Patents – Patent Watch 2018 Patent Activity 2017
o LINKED REPORTS – by Yole Développement and KnowMade
− Solid State Electrolyte Battery 2018 – Market Technology Report
− Solid-State Batteries 2018 – Patent Landscape Analysis
Update : 2017 version still available / *To be confirmed / ** Can not be selected within an Annual Subscription offer

SOLID STATE LIGHTING
− IR LEDs and Lasers 2018: Technology, Industry and Market Trends – Update
− Automotive Lighting 2018: Technology, Industry and Market Trends – Update
− UV LEDs 2018: Technology, Industry and Market Trends – Update
− LiFi: Technology, Industry and Market Trends
− LED Lighting Module Technology, Industry and Market Trends 2017
− CSP LED Lighting Modules
− Phosphors Quantum Dots 2017 - LED Downconverters for Lighting Displays
− Horticultural Lighting 2017
o LINKED REPORTS – by Yole Développement and System Plus Consulting
− VCSELs 2018: Technology, Industry and Market Trends – Market Technology
Report
− VCSELs Comparison 2018 – Structure, Process Cost Report
DISPLAYS
− Quantum Dots and Wide Color Gamut Display Technologies 2018 – Update
− Displays and Optical Vision Systems for VR/AR/MR 2018
− MicroLED Displays 2018 – Market Technology Report – Update
− MicroLED Display – Patent Landscape Analysis
MEDTECH
− BioMEMS Non Invasive Emerging Biosensors: Microsystems for Medical
− Applications 2018 – Update
− Point-of-Need Testing Application of Microfluidic Technologies 2018 – Update
− Neurotechnologies and Brain Computer Interface 2018
− CRISPR-Cas9 Technology: From Lab to Industries 2018
− Ultrasound Technologies for Medical, Industrial and Consumer Applications 2018
− Inkjet Functional and Additive Manufacturing for Electronics 2018
− Liquid Biopsy: from Isolation to Downstream Applications 2018
− Chinese Microfluidics Industry 2018
− Scientific Cameras for the Life Sciences Analytical Instrumentation
Laboratory Markets 2018*
− Artificial Organ Technology and Market 2017
− Connected Medical Devices Market and Business Models 2017
− Status of the Microfluidics Industry 2017
− Organs-On-Chips 2017
− Solid-State Medical Imaging 2017
− Medical Robotics Market Technology Analysis 2017
− Microfluidic IC Cooling – Patent Landscape
− Circulating Tumor Cell Isolation – Patent Landscape
− OCT Medical Imaging – Patent Landscape
− Pumps for Microfluidic Devices – Patent Landscape 2017
− Microfluidic Technologies for Diagnostic Applications – Patent Landscape 2017
− FLUIDIGM – Patent Portfolio Analysis 2017
− Consumer Physics SCiO Molecular Sensor – Patent-to-Product Mapping 2017
− Organs-On-Chips 2017 – Market Technology Report
− Organ-on-a-Chip – Patent Landscape Analysis

OUR 2017 PUBLISHED REPORTS LIST (3/3)
OUR PARTNERS’ REPORTS
PATENT ANALYSES – by KnowMade
− Wireless Charging Patent Landscape Analysis
− RF Acoustic Wave Filters Patent Landscape Analysis
− NMC Lithium-Ion Batteries Patent Landscape Analysis
− Pumps for Microfluidic Devices Patent Landscape
− III-N Patent Watch
− FLUIDIGM Patent Portfolio Analysis
− Knowles MEMS Microphones in Apple iPhone 7 Plus Patent-to-Product Mapping 2017
− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping
− Patent Licensing Companies in the Semiconductor Market - Patent Litigation Risk and Potential Targets
− Microfluidic Technologies for Diagnostic Applications Patent Landscape
TEARDOWN REVERSE COSTING – by System Plus Consulting
More than 60 teardowns and reverse costing analysis and cost simulation tools published in 2017
MORE INFORMATION
o All the published reports from theYole Group of Companies are available on our website www.i-Micronews.com.
o Ask for our Bundle Subscription offers: With our bundle offer, you choose the number of reports you are interested in and select the related offer. You then have up
to 12 months to select the required reports from the Yole Développement, System Plus Consulting and KnowMade offering. Pay once and receive the reports
automatically (multi-user format). Contact your sales team according to your location (see the last slide).

MICRONEWS MEDIA
o About Micronews Media
To meet the growing demand for market,
technological and business information,
Micronews Media integrates several tools able
to reach each individual contact within its
network.We will ensure you benefit from this.
ONLINE ONSITE INPERSON
@Micronews e-newsletter
i-Micronews.com
i-Micronewsjp.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.
Benefit from the i-Micronews.com
traffic generated by the 11,200+
monthly unique visitors, the
10,500+ weekly readers of
@Micronew se-newsletter
Several key events planned for
2018 on different topics to
attract 120 attendees on average
Gain new leads for your business
from an average of 340
registrants per webcast
Contact: CamilleVeyrier (veyrier@yole.fr), Marketing Communication Project Manager

CONTACT INFORMATION
o CONSULTING AND SPECIFIC ANALYSIS, REPORT
BUSINESS
• North America:
• Steve LaFerriere, Senior Sales Director forWestern US
Canada
Email: laferriere@yole.fr – + 1 310 600-8267
• Troy Blanchette, Senior Sales Director for Eastern US
Canada
Email: troy.blanchette@yole.fr – +1 704 859-0453
• Japan Rest of Asia:
• Takashi Onozawa, General Manager,Asia Business
Development (Korea, Singapore, India ROA)
Email: onozawa@yole.fr - +81 34405-9204
• Miho Othake, Account Manager (Japan)
Email: ohtake@yole.fr - +81 3 4405 9204
• Itsuyo Oshiba, Account Manager (Japan)
Email: oshiba@yole.fr - +81-80-3577-3042
• Greater China: Mavis Wang, Director of Greater China Business
Development
Email: wang@yole.fr - +886 979 336 809
• Europe: Lizzie Levenez, EMEA Business Development Manager
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 GENERAL
• Public Relations: leroy@yole.fr - +33 4 72 83 01 89
• Email: info@yole.fr - +33 4 72 83 01 80
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