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Energy Management for Smart Grid, Cities and Buildings: Opportunities for battery electricity storage solutions 2015 Report by Yole Developpement

Stationary battery energy storage solutions
Energy Management for Smart Grid, Cities and Buildings: Opportunities for battery electricity storage solutions
The growing EV/HEV market and the growing market share of intermittent renewable energies (wind, PV) are currently reshaping for stationary battery market.
How will stationary battery energy storage speed up the energy transition currently underway and will create a $13 billion opportunity for storage by 2023?
The recent announcement about Tesla battery storage solution confirms the trends towards massive deployment of distributed stationary storage systems.
Energy storage plays an important role in the energy transition currently underway in all major electricity markets. Decentralization of electricity sources has become possible because of improving technologies and falling costs for renewable energy installations and energy storage solutions. Decentralization and increased deployment of renewable sources have sustainable drivers: access to clean energy, CO2 emission reduction, nuclear hazard reduction, energy independence, clean mobility, and local energy production to decrease transmission and distribution losses. Traditional business models based on centralized energy supply are becoming obsolete. New energy management solutions and business models have to be developed. As shown in the report, the growing market share of intermittent renewable energies (wind, photovoltaics) in electricity generation reveals a strong interest in stationary battery energy storage systems. Recent cases in China (wind generators curtailment), Japan, and some European countries (grid stability issues due to the large percentage of intermittent renewable electricity) have shown that the further deployment of renewable energy sources in many areas of the world will require electricity grid upgrades, larger deployment of suitable energy storage systems, and development of suitable energy management solutions.
Energy management is key for the development of new technologies for a better world with smart cities, smart buildings, clean energy sources, and clean mobility, etc. Most of these technology solutions are interlinked...

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Energy Management for Smart Grid, Cities and Buildings: Opportunities for battery electricity storage solutions 2015 Report by Yole Developpement

  1. 1. May © 2015 From Technologies to Market Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions Report sample From Technologies to Market
  2. 2. 2 WHY ENERGY MANAGEMENT AND FOCUS ON BATTERIES? • There was an interesting time for fossil-fuel electricity business. • There has been an interesting times for wind power business. • There has been an interesting time for photovoltaic business. • There is an interesting time for electricity grid and microgrid management and battery businesses. • The electricity grid management business is driven by other businesses with very solid and sustainable roots (energy efficiency, power supply security, clean and renewable energy…). ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  3. 3. 3 MOTIVATION FOR THIS REPORT • The growing share of intermittent renewable energies (wind, PV) reveals strong interest in stationary battery electricity storage systems. • The energy management is key for the development of new technologies for better world, such as smart cities, smart buildings, clean energy sources, clean mobility, etc. • Most of those technology solutions are interlinked. • The growing EV/HEV market is a game changer driving the battery performance improvement and cost reduction. • An electricity storage solution, especially a battery, is at the center of all these technologies and applications. Although battery as electricity storage solution is known since years, new battery technologies are still maturing and their cost fall is expected to significantly speed-up the development and deployment of existing and new technologies, applications and thus to open new business opportunities. • The combination of renewable energies, batteries and energy management is sought by customers trying to reduce their electricity bills. It becomes a nightmare for conventional utilities. • Traditional business models and value chain relationships are becoming obsolete and will be reshaped. New energy management solutions and business models have to be developed. This will have a great impact on the business of both existing players and newcomers. • The numerous synergies within the energy market will lead to growing value chain integration and increased M&A activity. An example of this trends are the EV/HEV manufacturers which become energy companies. • The goal of present report is to provide the insight into this fascinating and rapidly evolving world with strong synergies and emerging business opportunities. ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  4. 4. 4 WHO SHOULD BE INTERESTED IN THIS REPORT? • Decision makers, such as • Renewable energy (PV, wind) players • Battery cell manufacturers • Suppliers of stationary electricity storage solutions for residential, commercial buildings and utility scale systems • Developers of novel energy management solutions • Electricity grid operators • Operators of conventional (fossil…) power plants • Developers of new battery cell chemistries • Players involved in storage solutions other than batteries (pumped hydro, thermal storage…) • EV/HEV makers and their suppliers • Manufacturers of power electronic & electronic components, cooling systems, DC safety devices, etc. • looking for the insight into • How the transition toward renewable energy sources and clean electricity and the development of new battery technologies and solutions will impact the electricity business and • What risk and opportunities it will bring? • Market size for stationary battery electricity storage systems • Expected movements within the value chain • How the electric vehicle drives the development and deployment of the stationary battery electricity storage systems. ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  5. 5. 5 EXECUTIVE SUMMARY Benefits of battery storage Load shifting ($$) Load shifting / backup Load shifting / power adding Grid stabilization Renewables firming Reduced demand access charge Replace conventional (non RES) sources Benefits from legislation & incentive programs Reduction of the need for new electricity generation plants ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions Yole Développement
  6. 6. 6 MARKET FORECAST FOR STATIONARY BATTERY STORAGE Geographical specificities of stationary battery electricity storage market Japan • Willing to step-out of nuclear electricity • Massive investment in battery technologies development (METI+industrial players) • Strong battery cell and battery players: Panasonic, Sony, Hitachi, AESC, GS Yuasa, NEC,Toshiba… • xxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxSouth Korea Leading battery and battery cell suppliers (LG Chem, Samsung SDI, Kokam) China • Big battery cell and battery players: BYD, BAK, Lishen, ATL… • Current leader in PV and wind installations • Integrated solutions (grid+building+electric vehicle+battery storage+renewables) under development by several players • Multiple policies to gear up the energy storage market: xxxxxxxxxxxxxxxxxxxxxxxxxx Europe • xxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxx USA • xxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxx xxx • “Gigawatt battery” factory for Tesla Motors under construction (~35GWh/yr mfg. capacity) • Strong PV and battery storage solutions deployment in California • Deployment of net metering South America • Diesel replacement initiatives • Strong, still unused potential for renewables (PV) • Electricity supply for xxxxxxxxxxxxxxxxxxxxxxxxxxxxx Australia • Diesel replacement initiatives • Strong, still unused potential for renewables (PV) • Electricity supply for remote habitation and mining areas ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  7. 7. 7 ENERGY STORAGE SYSTEMS Classification of energy storage systems • Energy Storage Systems (ESS): • electrical energy can be stored and used at a later time when and where it is needed. • Enabler for: • Using more renewable energy • Achieving CO2 reduction goals • Clean mobility • Smart building and Smart grid • Different storage technologies are in use or under development. • Large-scale storage systems - xxxxxxxxxxxxxxxxxxx are commonly used. • Battery: • Modular • xxxxxxxxxxxxxxxx • Especially suitable for small-size systems (kWh - MWh range). • Trends toward xxxxxxxxxxxx • Battery are especially suitable for small-scale energy storage. • Thanks to improving battery performance and decreasing costs, batteries are increasingly used also in large-size ESS. Batteries Classification of Electrical Energy Storage Systems Yole Développement ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  8. 8. 8 ENERGY STORAGE SYSTEMS Battery - key for many applications Battery is key for many applications: to achieve lower system costs or as technology and market enabler. TeslaMotors Renewables: • Solution for PV and wind intermittency • Selfconsumption EV/HEV: • Driving range /Vehicle cost Grid: • Grid stabilization services • Alternative solutions to grid extension and reinforcement • Alternative to xxxxxxxxxxxxxxxxxxxxxxx Building: • Grid independence • Energy backup • Better xxxxxxxxxxxxxxxxxxxxxxxxxxx • Smart building “center” (Electricity supply-Battery-Usage) ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  9. 9. 9 ENERGY STORAGE SYSTEMS Battery electrical energy storage system – fromWatt-hours to mega-Watt-hours A modularity of batteries allows a large variety of applications and thus stronger cost decrease thanks to a larger volume production. Wh kWh MWh 10MWh/6MW BESS system, UK Tesla electric car battery EV/HEV, rail, airplane, PV hybrid inverters, auxiliary energy supplies, UPS… Large-size auxiliary power supply, renewable electricity sources, electricity grid services… Consumer applications… ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  10. 10. 10 Expected movements within the value chain The battery and RES players and EV/HEV makers will increasingly focus on the business related to energy supply and energy management (grid, city, building Battery cell BESS Renewables Building / Smart city EV supplier/ maker Energy management Energy supply OtherT&DBattery *Non-exhaustive overview Battery cells and battery systems suppliers are looking for expanding their products at new markets PV and wind players need BESS to deal with the intermittency of generated electricity xxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxx EV/HEV players have an advantage of xxxxxxxxxxxx xxxxxxxxxxxx xxxxxxxxxxxx xxxxxxxxxxxx xxxxxxxx ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions Still a lot of opportunities here!
  11. 11. 11 VALUE CHAIN Will EV/HEV players kill stationary ESS “pure-players”? • Not their core business, but at least a nice business opportunity: • Low market barrier entry • No established players at this market so far. • The supply chain still very xxxxxxxxxxxxxxxxxx • A strengthening competition and xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx • Lower battery price needed by customers can be offered by automotive players • Stationary battery systems are still expensive – customers are keen to purchase from the suppliers offering lower price and acceptable quality. • EV/HEV players purchase battery cell in very large quantities at lower price compared to low-volume small stationary pure-players. • EV/HEV players have acquired a xxxxxxxxxxxxxxxxxxxxxxxxxxx; some EV/HEV makers have their origin in the battery business (BYD). Although stationary electricity storage market is not the core business of EV/EHV makers, there is a great opportunity for them to develop a business here. EV/HEV players (Tesla, BYD…) “Pure-player” suppliers of stationary battery electricity storage systems • Low market barrier entry • Ability to bring lower price compared to “pure-player” stationary storage competitors • EV/HEV + stationary storage global offer? ? ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  12. 12. 12 VALUE CHAIN Move toward residential electricity storage business Residential electricity storage market is currently in the focus of electricity storage business. Car makers Other Container BESS PV inverter makers V2H 2nd life (Power electronics suppliers, PV module suppliers, smart home solutions suppliers)…. Battery makers House builders Residential PV ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  13. 13. 13 VALUE CHAIN Market shares of leading Li-ion battery suppliers • Japan, Korea and China are the leading geographical regions regarding the battery cell supply. • XXXXXXXXXXXXX XXXXXXXXXXXXX XXXXXXXXXXXXX XXXX • All the Top XXXX positions are occupied by Asian players. • Mots of the remaining smaller Li-ion cell suppliers are originating from XXXX. • The leadership is far from being established today, and strong movement within the value chain is expected mainly due XXXXXXXXXXXXX XXXXXXXXXXXXX. Battery cell supply is today dominated by a few large companies producing cells in very large quantities. Market share in battery cell suppliers in 2014 Yole Développement ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  14. 14. 14 DC AND AC TECHNOLOGIES COEXIST DC technology RAPIDLY gains in interest… and so the role of battery • The number of DC appliances and DC electricity sources is growing. • The losses and the complexity related to DC/AC and AC/DC conversion has become important. LED lighting IT Entertainment HVAC Mobile phone Sensor DC electricity sources Fuel cell Devices supplied by DC electricity DC AC Less conversion = less losses Simpler battery storage integration and integration of photovoltaics AC DC DC  Battery  DC Datacenter Electric vehicleGrowing markets … Telecom Photovoltaic installation Battery as the center of energy flow control from DC electricity generators to the DC-powered devices Stationary storage ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  15. 15. 15 BATTERY ELECTRICITY STORAGE SYSTEMS FOR BUILDINGS Overview of commercially available residential systems – power vs. energy capacity graph The manufacturers focus on battery energy capacity, with systems going up to 30kWh Dominance of products with high energy/power ratio Frontier not well defined Overview of residential electricity storage systems Yole Développement Residential systems Commercial & industrial and community systems High power/energy ratio ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  16. 16. 16 BATTERY ELECTRICITY STORAGE SYSTEMS FOR BUILDINGS Prefabricated houses with integrated PV & electricity storage solution and their suppliers PV system with electricity storage system based on Lithium iron phosphate batteries from xxxxxis installed at a range of houses by German prefabricated home-builder xxxxxx xxxxxxxxx“Smart Power Station” aiming for energy self-sufficiency through combining large-capacity solar power, storage cells, and HEMS systems. Cumulative number of solar homes built by xxxxx Huge potential for implementation of electricity storage solutions! • Prefabricated houses represent a huge potential for implementation of electricity storage solutions! • This potential has been already identified by several players. ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  17. 17. 17 BATTERY ELECTRICITY STORAGE SOLUTIONS FOR ELECTRICITY GRID Load defection or grid defection? • Many residential electricity customers think about total independence from the retail electricity prices variations. • However, the most popular choice is still to maintain the connection to the grid and just lower the amount of electricity purchased. • This result in big challenges for grid operators that will still have to guarantee the grid stability and sufficiently strong grid connection, but for customers consuming less electricity  less income to cover grid operation, upgrades and maintenance. Most customers with solar&battery systems prefer to stay grid- connected. This brings new challenges for grid operators. Small Battery Load Load Big Battery Load 1. Load defection 2. Grid defection Still relying on electricity from the grid Off-grid PV PV Example of a PV house Current situation: PV Two options for the future: ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  18. 18. 18 BATTERY ELECTRICITY STORAGE SOLUTIONS FOR ELECTRICITY GRID BESS as a solution to rapid (and unexpected) electricity demand increase • The electricity consumption can increase very rapidly during some day periods • In winter due to electric heating • In summer due to air conditioning • In evenings due to electric car charging at homes (especially in the case when fast charging is used). • Several solutions exist and are under development to avoid critical grid instability during such periods: • Xxx • Xxx • xxxx • … • In the case of xxxxxxxxxx, BESS are particularly adapted to stabilize the grid! Flexible electricity sources and BESS are needed to comply with rapid and big variations of electricity consumption Fast increase of the electricity demand (brown curve) measured in France on 25 January 2015. Blue curves correspond to expected consumption. RTE,Yole + + 05:30 PM 06:30 PM 65.6 GW 73.0 GW Demand increase rate: 7.45 GW per hour!!! The real consumption corresponds well to the real one  rather easy to manage by grid operator The real demand is quite different from the expected one  difficult to manage it without fast-response capacities ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  19. 19. 19 EV/HEV AND ELECTRICITY STORAGE Why EV/HEV technologies and players are important for stationary electricity storage business? EV/HEV will have a strong impact on the energy management business and stationary battery storage market High (and peaky) energy demand from the grid DOUBLE CLEAN MOBILITY = clean PV/wind electricity+battery storage & electromobility Battery cell technology development driven by EV/HEV xxxxxxxxxxxxxx xxxxxx Vehicle-to-Home Vehicle-to-Grid … Battery cost reduction 2nd life for a car battery in stationary systems Mennekes ©2015 | | Energy management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions
  20. 20. © 2015 Yole Développement FromTechnologies to Market
  21. 21. 21 MEMS & Sensors LED / OLED Compound Semi. Imaging Photonics MedTech Manufacturing Advanced Packaging PV Power Electronics FIELDS OF EXPERTISE Yole Développement’s 30 analysts operate in the following areas
  22. 22. 22 4 BUSINESS MODELS o Consulting and Analysis • Market data & research, marketing analysis • Technology analysis • Strategy consulting • Reverse engineering & costing • Patent analysis o Reports • Market &Technology reports • Patent Investigation and patent infringement risk analysis • Teardowns & Reverse Costing Analysis • Cost SimulationTool o Financial services • M&A (buying and selling) • Due diligence • Fundraising • Maturation of companies • IP portfolio management & optimization Blu Morpho o Media • website • @Micronews e-newsletter • Technology magazines • Communication & webcast services • Events
  23. 23. 23 A GROUP OF COMPANIES Market, technology and strategy consulting M&A operations Due diligences Fundraising Maturation of companies IP portfolio management & optimization TBA Manufacturing costs analysis Teardown and reverse engineering Cost simulation tools IP analysis Patent assessment Blu Morpho
  24. 24. 24 OUR GLOBAL ACTIVITY Yole Japan Yole Inc. Yole Korea 40% of our business is in EU countries 30% of our business is in North America 30% of our business is in Asia Blu Morpho
  25. 25. 25 RESEARCH PRODUCTS - CONTENT COMPARISON Custom analysis scope is defined with you to meet your information and budget needs Breadth of the analysis Depthoftheanalysis Custom Analysis Workshops Standard Reports
  26. 26. 26 SERVING THE ENTIRE SUPPLY CHAIN Our analysts provide market analysis, technology evaluation, and business plan along the entire supply chain Integrators and end-users Device makers Suppliers: material, equipment, OSAT, foundries… Financial investors, R&D centers
  27. 27. 27 SERVING MULTIPLE INDUSTRIAL FIELDS • We are working accross multiples industries to understand the impact of More- than- Moore technologie s from device to system From A to Z… Transportation makers Mobile phone and consumer electronics Automotive Medical systems Industrial and defense Energy
  28. 28. 28 REPORTS COLLECTION o Yole Développement publishes a comprehensive collection of market & technology reports and patent analysis in: • MEMS & Sensors • Imaging • Medical technologies (MedTech) • Advanced packaging • Power electronics • Compound semiconductors • OLED, LED & Laser diode • Semiconductor Manufacturing • Photovoltaics • Batteries o Our reports are unmatched in quality and technology depth and typically include: • Technology trends and evolution: costs, barriers, roadmaps, etc. • Supply & value chain analysis: business models, relationships, value flows, etc. • In-depth analysis of applications and market drivers: challenges, inflection points, etc. • Market data ($, units, wafer starts, etc.) o Every year, Yole Développement, System Plus Consulting and Knowmade publish +60 reports. o Take the full benefit from our Bundle and Annual Subscription offers.
  29. 29. 29 OUR 2015 REPORTS PLANNING MARKET &TECHNOLOGY REPORTS byYole Développement o MEMS & SENSORS − Sensors and Data Management for Autonomous Vehicles − AlN Thin Film Markets And Applications − Sensors for Wearable Electronics And Mobile Healthcare − Status of the MEMS Industry − Uncooled IR Imagers − IR Detectors − High End Gyro, Accelerometers and IMU − Non-Volatile Memory o IMAGING & OPTOELECTRONICS − Camera Module Packaging (Vol 1 : Market & Technology Trends / Vol 2 Teardowns & Reverse Engineering) − Uncooled IR Imagers − Wafer Level Optics − Status of the CMOS Image Sensors − Machine Vision o MEDTECH − Microfluidic for Sample Preparation − Microfluidic Applications − Sensors for Wearable Electronics And Mobile Healthcare o COMPOUND SEMICONDUCTORS − High Purity Alumina (HPA) − Sapphire − Wide Bandgap Materials For Power Electronics: SiC, GaN (and also Ga2O3, AlN, Diamond, Graphene… as a trend) * Reports to be decided within 2015 o LED − LED Module − OLED for Lighting − UV LED − LED Phosphors Market o POWER ELECTRONICS − Power Packaging − Thermal Management for LED and Power − Power Electronics for Renewable Energy − Energy Management For Smart Grid And Smart Cities − Status of Chinese Power Electronics Industry − New Technologies For Data Center − Inverter Market Trends For 2013 – 2020 And Major Technology Changes* − IGBT Markets And Application Trends − Power Electronics for HEV/EV* − Status of Power Electronics Industry o ADVANCED PACKAGING − Advanced Packaging in Emerging Markets in China − Status of the Advanced Packaging Industry − Supply Chain Readiness for Panel Manufacturing in Packaging − WLCSP* − Flip Chip Business Update − 2.5D & 3DIC Business Update − Fan-Out and Embedded Business Update o MANUFACTURING − Lithography for MEMS, Advanced Packaging and LED − Thinning & Dicing Equipment for Advanced Packaging, MEMS, Photovoltaics, LED, CMOS Image Sensors − Non-Volatile Memory
  30. 30. 30 OUR 2015 REPORTS PLANNING PATENT ANALYSIS by Knowmade o Patent Infringement (crossed analysis based on Knowmade and System Plus Analysis expertise) − MEMS Microphone Applications − Infrared Imaging o Patent Investigation (crossed analysis based on Knowmade &Yole Développement expertise) − Power GaN − MEMS Gyroscope − 6-axis & 9-axis Inertial MEMS IMUs − Microbatteries − Embedded Active & Passive Packages − Interposer − Phosphors for LED TEARDOWN & REVERSE COSTING by System Plus Consulting More than 30 teardowns and reverse costing analysis and cost simulation tools to be published in 2015. * Reports to be decided within 2015
  31. 31. 31 OUR 2014 PUBLISHED REPORTS LIST MARKET &TECHNOLOGY REPORTS byYole Développement o MEMS & SENSORS − Technologies & Sensors for the Internet of Things: Businesses & Market Trends 2014-2024 − MEMS Microphone: Market, Applications and Business Trends 2014 − Status of the MEMS industry − MEMS & Sensors for Mobile Phones and Tablets − High End Gyroscopes and Accelerometer Applications − Inertial MEMS Manufacturing Technical Trends − New Detection Principles & Technical Evolution for MEMS & NEMS − 6/9 DOF Applications in Consumer Electronics − MEMS for RF filters and Antena Switches - BAW / SAW o IMAGING & OPTOELECTRONICS − Status of the CMOS Image Sensor Industry − Uncooled Infrared Imaging Technology & Market Trends − Silicon Photonics o MEDTECH − Point of Care Testing: Applications for Microfluidic Technologies − Solid State Medical Imaging: X-ray and Endoscopy o COMPOUND SEMICONDUCTORS − RF GaN Technology & Market Analysis: Applications, Players, Devices & Substrates 2010- 2020 − SiC Modules, Devices and Substrates for Power Electronics Market − GaN-on-Si Substrate Technology and Market for LED and Power Electronics − Power GaN Market − Graphene Materials for Opto & Electronic Applications − Sapphire Applications and Market: from LED to Consumer Electronics o LED − LED Packaging − LED Front-End Manufacturing Trends − LED Front-End Equipment Market o POWER ELECTRONICS − Power Electronics for HEV/EV − Inverters − Gate Driver Unit Market for Power Transistors o PHOTOVOLTAICS − Emerging and Innovative Technology Approaches in the Solar Industry o ADVANCED PACKAGING − 3DIC Equipment and Materials − 3DIC & 2.5D TSV Interconnect for Advanced Packaging - 2014 Business Update o MANUFACTURING − Market & Technology Trends in Materials & Equipment for Printed & Flexible Electronics − Permanent Wafer Bonding for Semiconductor: Application Trends & Technology PATENT ANALYSIS by Knowmade − LED Based on Nano-wires Patent Investigation − GaN on Si Patent Investigation (LED, Power devices and RF Devices) − New MEMS Devices Patent Investigation − Non Volatile Memory Patent Investigation TEARDOWN & REVERSE COSTING by System Plus Consulting More than 30 teardowns and reverse costing analysis and cost simulation tools to be published in 2014.
  32. 32. 32 MICRONEWS MEDIA o About Micronews Media Micronews Media, powered by Yole Développement, ensures you the best visibility in the disruptive semiconductor community. With our services, we help you to reach your customers worldwide with the media products they prefer, including our website, e-newsletter, webcasts, and magazines. Invest in a high added- value editorial program and get access to Yole Développement’s network (48 000+ contacts). o Five supports and channels for your visibility • A technology magazine to highlight your visibility with advertisements, company profiles, product descriptions and white papers • A webcast to highlight your expertise and develop your business identifying commercial leads • Articles, advertisements & logo and banners dedicated to your company, its products and expertise in @Micronews e- newsletter and on Focused community Identified contacts Large community Mass contacts
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Reports are established in PowerPoint and delivered on a PDF format and the database may include Excel files. “Seller”: Based in Lyon (France headquarters), Yole Développement is a market research and business development consultancy company, facilitating market access for advanced technology industrial projects. With more than 20 market analysts, Yole works worldwide with the key industrial companies, RD institutes and investors to help them understand the markets and technology trends. 1. SCOPE 1.1 The Contracting Parties undertake to observe the following general conditions when agreed by the Buyer and the Seller. ANY ADDITIONAL, DIFFERENT, OR CONFLICTING TERMS AND CONDITIONS IN ANY OTHER DOCUMENTS ISSUED BY THE BUYER AT ANY TIME ARE HEREBY OBJECTED TO BY THE SELLER, SHALL BE WHOLLY INAPPLICABLE TO ANY SALE MADE HEREUNDER AND SHALL NOT BE BINDING IN ANY WAY ON THE SELLER. 1.2 This agreement becomes valid and enforceable between the Contracting Parties after clear and non-equivocal consent by any duly authorized person representing the Buyer. For these purposes, the Buyer accepts these conditions of sales when signing the purchase order which mentions “I hereby accept Yole’s Terms and Conditions of Sale”. This results in acceptance by the Buyer. 1.3 Orders are deemed to be accepted only upon written acceptance and confirmation by the Seller, within [7 days] from the date of order, to be sent either by email or to the Buyer’s address. In the absence of any confirmation in writing, orders shall be deemed to have been accepted. 2. MAILING OF THE PRODUCTS 2.1 Products are sent by email to the Buyer: • within [1] month from the order for Products already released; or • within a reasonable time for Products ordered prior to their effective release. In this case, the Seller shall use its best endeavours to inform the Buyer of an indicative release date and the evolution of the work in progress. 2.2 Some weeks prior to the release date the Seller can propose a pre-release discount to the Buyer The Seller shall by no means be responsible for any delay in respect of article 2.2 above, and including incases where a new event or access to new contradictory information would require for the analyst extra time to compute or compare the data in order to enable the Seller to deliver a high quality Products. 2.3 The mailing of the Product will occur only upon payment by the Buyer, in accordance with the conditions contained in article 3. 2.4. The mailing is operated through electronic means either by email via the sales department or automatically online via an email/password. If the Product’s electronic delivery format is defective, the Seller undertakes to replace it at no charge to the Buyer provided that it is informed of the defective formatting within 90 days from the date of the original download or receipt of the Product. 2.5 The person receiving the Products on behalf of the Buyer shall immediately verify the quality of the Products and their conformity to the order. Any claim for apparent defects or for non-conformity shall be sent in writing to the Seller within 8 days of receipt of the Products. For this purpose, the Buyer agrees to produce sufficient evidence of such defects. . 2.6 No return of Products shall be accepted without prior information to the Seller, even in case of delayed delivery. Any Product returned to the Seller without providing prior information to the Seller as required under article 2.5 shall remain at the Buyer’s risk. 3. PRICE, INVOICING AND PAYMENT 3.1 Prices are given in the orders corresponding to each Product sold on a unit basis or corresponding to annual subscriptions. They are expressed to be inclusive of all taxes. The prices may be reevaluated from time to time. The effective price is deemed to be the one applicable at the time of the order. 3.2 Yole may offer a pre release discount for the companies willing to acquire in the future the specific report and agreeing on the fact that the report may be release later than the anticipated release date. In exchange to this uncertainty, the company will get a discount that can vary from 15% to 10%. 3.3 Payments due by the Buyer shall be sent by cheque payable to Yole Développement, credit card or by electronic transfer to the following account: HSBC, 1 place de la Bourse 69002 Lyon France Bank code: 30056 Branch code: 00170 Account n°: 0170 200 1565 87 BIC or SWIFT code: CCFRFRPP IBAN: FR76 3005 6001 7001 7020 0156 587 To ensure the payments, the Seller reserves the right to request down payments from the Buyer. In this case, the need of down payments will be mentioned on the order. 3.4 Payment is due by the Buyer to the Seller within 30 days from invoice date, except in the case of a particular written agreement. If the Buyer fails to pay within this time and fails to contact the Seller, the latter shall be entitled to invoice interest in arrears based on the annual rate Refi of the «BCE» + 7 points, in accordance with article L. 441-6 of the French Commercial Code. Our publications (report, database, tool...) are delivered only after reception of the payment. 3.5 In the event of termination of the contract, or of misconduct, during the contract, the Seller will have the right to invoice at the stage in progress, and to take legal action for damages. 4. LIABILITIES 4.1 The Buyer or any other individual or legal person acting on its behalf, being a business user buying the Products for its business activities, shall be solely responsible for choosing the Products and for the use and interpretations he makes of the documents it purchases, of the results he obtains, and of the advice and acts it deduces thereof. 4.2 The Seller shall only be liable for (i) direct and (ii) foreseeable pecuniary loss, caused by the Products or arising from a material breach of this agreement 4.3 In no event shall the Seller be liable for: a) damages of any kind, including without limitation, incidental or consequential damages (including, but not limited to, damages for loss of profits, business interruption and loss of programs or information) arising out of the use of or inability to use the Seller’s website or the Products, or any information provided on the website, or in the Products; b) any claim attributable to errors, omissions or other inaccuracies in the Product or interpretations thereof. 4.4 All the information contained in the Products has been obtained from sources believed to be reliable. The Seller does not warrant the accuracy, completeness adequacy or reliability of such information, which cannot be guaranteed to be free from errors. 4.5 All the Products that the Seller sells may, upon prior notice to the Buyer from time to time be modified by or substituted with similar Products meeting the needs of the Buyer. This modification shall not lead to the liability of the Seller, provided that the Seller ensures the substituted Product is similar to the Product initially ordered. 4.6 In the case where, after inspection, it is acknowledged that the Products contain defects, the Seller undertakes to replace the defective products as far as the supplies allow and without indemnities or compensation of any kind for labor costs, delays, loss caused or any other reason. The replacement is guaranteed for a maximum of two months starting from the delivery date. Any replacement is excluded for any event as set out in article 5 below. 4.7 The deadlines that the Seller is asked to state for the mailing of the Products are given for information only and are not guaranteed. If such deadlines are not met, it shall not lead to any damages or cancellation of the orders, except for non acceptable delays exceeding [4] months from the stated deadline, without information from the Seller. In such case only, the Buyer shall be entitled to ask for a reimbursement of its first down payment to the exclusion of any further damages. 4.8 The Seller does not make any warranties, express or implied, including, without limitation, those of sale ability and fitness for a particular purpose, with respect to the Products. Although the Seller shall take reasonable steps to screen Products for infection of viruses, worms, Trojan horses or other codes containing contaminating or destructive properties before making the Products available, the Seller cannot guarantee that any Product will be free from infection. 5. FORCE MAJEURE The Seller shall not be liable for any delay in performance directly or indirectly caused by or resulting from acts of nature, fire, flood, accident, riot, war, government intervention, embargoes, strikes, labor difficulties, equipment failure, late deliveries by suppliers or other difficulties which are beyond the control, and not the fault of the Seller. 6. PROTECTION OF THE SELLER’S IPR 6.1 All the IPR attached to the Products are and remain the property of the Seller and are protected under French and international copyright law and conventions. 6.2 The Buyer agreed not to disclose, copy, reproduce, redistribute, resell or publish the Product, or any part of it to any other party other than employees of its company. The Buyer shall have the right to use the Products solely for its own internal information purposes. In particular, the Buyer shall therefore not use the Product for purposes such as: • Information storage and retrieval systems; • Recordings and re-transmittals over any network (including any local area network); • Use in any timesharing, service bureau, bulletin board or similar arrangement or public display; • Posting any Product to any other online service (including bulletin boards or the Internet); • Licensing, leasing, selling, offering for sale or assigning the Product. 6.3 The Buyer shall be solely responsible towards the Seller of all infringements of this obligation, whether this infringement comes from its employees or any person to whom the Buyer has sent the Products and shall personally take care of any related proceedings, and the Buyer shall bear related financial consequences in their entirety. 6.4 The Buyer shall define within its company point of contact for the needs of the contract. This person will be the recipient of each new report in PDF format. This person shall also be responsible for respect of the copyrights and will guaranty that the Products are not disseminated out of the company. 6.5 In the context of annual subscriptions, the person of contact shall decide who within the Buyer, shall be entitled to access on line the reports on In this respect, the Seller will give the Buyer a maximum of 10 password, unless the multiple sites organization of the Buyer requires more passwords. The Seller reserves the right to check from time to time the correct use of this password. 6.6 In the case of a multisite, multi license, only the employee of the buyer can access the report or the employee of the companies in which the buyer have 100% shares. As a matter of fact the investor of a company, the joint venture done with a third party etc..cannot access the report and should pay a full license price. 7. TERMINATION 7.1 If the Buyer cancels the order in whole or in part or postpones the date of mailing, the Buyer shall indemnify the Seller for the entire costs that have been incurred as at the date of notification by the Buyer of such delay or cancellation. This may also apply for any other direct or indirect consequential loss that may be borne by the Seller, following this decision. 7.2 In the event of breach by one Party under these conditions or the order, the non-breaching Party may send a notification to the other by recorded delivery letter upon which, after a period of thirty (30) days without solving the problem, the non- breaching Party shall be entitled to terminate all the pending orders, without being liable for any compensation. 8. MISCELLANEOUS All the provisions of these Terms and Conditions are for the benefit of the Seller itself, but also for its licensors, employees and agents. Each of them is entitled to assert and enforce those provisions against the Buyer. Any notices under these Terms and Conditions shall be given in writing. They shall be effective upon receipt by the other Party. The Seller may, from time to time, update these Terms and Conditions and the Buyer, is deemed to have accepted the latest version of these terms and conditions, provided they have been communicated to him in due time. 9. GOVERNING LAW AND JURISDICTION 9.1 Any dispute arising out or linked to these Terms and Conditions or to any contract (orders) entered into in application of these Terms and Conditions shall be settled by the French Commercial Courts of Lyon, which shall have exclusive jurisdiction upon such issues. 9.2 French law shall govern the relation between the Buyer and the Seller, in accordance with these Terms and Conditions. TERMS AND CONDITIONS OF SALES