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Page 1: Bonding and Lithography Equipment Market for More than ... · 8 • 2017-2023 Global equipment market forecast 84 • W2W Permanent bonding equipment market forecast (Unit and Revenue)

From Technologies to Market

Bonding and Lithography

Equipment Market for More than Moore devices

-

Sample2018

From Technologies to Market

© 2018

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2

Biography & contact

ABOUT THE AUTHOR

Amandine PIZZAGALLI, Market & Technology Analyst, Equipment and Materials Manufacturing, part of the Semiconductor & Software team at Yole Développement

Amandine Pizzagalli oversees the equipment and materials fields for the Advanced Packaging and Manufacturing team at YoleDéveloppement. She graduated as an engineer in Electronics, specializing in semiconductors and nanoelectronic technologies.Prior toYole,Amandine worked for Air Liquide, with an emphasis on CVD and ALD processes for semiconductor applications.

Contact: [email protected]

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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3

COMPANIES CITED IN THE REPORT

(non-exhaustive list)AGC, AML, AustriaMicrosystems (AMS), Amkor, ASE Group, ASML, ASM Pacific, AST, Ayumi industry, Applied Materials,

Broadcom/Avago,BondTech, Canon, Corning, Delphi Laser, ERS, EVG, EO Technics, Infineon, Georgia Tech, ITRI, LAM Research,

KLA Tencor/Orbotech, Kulicke & Soffa, JCET/Statschippac, Micron, Mitsubishi Heavy Industries, Murata, Nepes, Nikon, Qorvo,

Qualcomm, On Semiconductor, ORC, PlanOptik, PowerTech Technology (PTI), Screen, Samsung, Shin Etsu, SK Hynix,

Skyworks, SOITEC, SPIL, ST Microelectronics, SUSS MicroTec, Shanghai Micro Electronics Equipment Co (SMEE), SUMCO,

SunEdison, Kingyoup Optronics, Rudolph,Tazmo, Okmetic, TOK, Tokyo Electron Limited (TEL), TSMC, Ushio, Veeco, Via

Mechanics…

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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4

OBJECTIVES OF THE REPORT

• This report a research update for the bonding technologies as well as lithography equipment markets in the More thanMoore (MtM) area including Advanced Packaging, MEMS & Sensors, RF, LED, CIS and Power applications

• This report’s objectives include

• Detailed information regarding bonding as well as lithography equipment for the following MtM applications: Advanced Packaging,MEMS & Sensors, RF, LED, CIS and Power applications

• Identify manufacturing challenges regarding both bonding and lithography processes for each MtM device covered

• Furnish an overview of bonding’s & lithography’s technological trends

• Better understanding of the equipment industries for bonding and lithography processes steps involved in the fabrication of eachMTM device

• Offer 2017-2023 market metrics at equipment levels for bonding & lithography technologies for the MtM applications addressed

• Evaluate market developments in terms of market size (units, value)

• Collect and update all necessary information needed to benchmark and compare the different alternatives offered by currentbonding and lithography equipment toolbox

• Discuss technology process, specification, and value chain

• Describe the competitive landscape and identify key players in technology development and manufacturing

• Review the key bonding and lithography equipment suppliers and position them by application, technology, and process step

• The report does not cover the following applications

• DOE µoptics applications,AR/VR

• OLEDs, Flat Panel Display (FPD)

• PV applications

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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5

REPORT METHODOLOGY

Market segmentation methodology

Market forecast methodology

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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6

REPORT METHODOLOGY

Technology analysis methodology Information collection

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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7

METHODOLOGY: YOLE’S ANALYSIS FRAMEWORK

Yole’s market forecast methodology is based on both top bottom and a bottom up approach with more than dozens of interviews of companies across the entire value chain

2008 2009 2010 2011 2012 2013 2014 2015

TOT Thin-film IPD revenues 614 580 631 725 827 1 012 1 276 1 750

0

200

400

600

800

1 000

1 200

1 400

1 600

1 800

Sale

s (M

$)

Thin film IPD Market Forecast per Application Field (in M$)

Yole Developpement © June 2009

*MtM: More than Moore deviceBonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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8

• 2017-2023 Global equipment market forecast 84

• W2W Permanent bonding equipment market forecast (Unit andRevenue)

• Temporary bonding & debonding equipment market forecast(Unit and Revenue)

• Lithography equipment market forecast (Unit and Revenue)

PART 1: LITHOGRAPHY EQUIPMENT 96

• Lithography equipment technologies by MtM device overview

• Technical gaps between the front-end and back-end areas

• Lithography technology roadmap & trends by application

• Technology nodes roadmap

• Resolution required-roadmap

• Advanced Packaging lithography 115

• Overview of the lithography technologies for Advanced Packaging(AP)

• AP key lithography steps required

• Key lithography requirements & challenges for AP

• Resolution trends

• Lithography equipment market forecast for AP (in units, revenue,with associated growth rate, by AP platform and lithographytechnology)

• AP Lithography equipment suppliers - landscape

• Overall 2017 lithography market share for AP

• 2017 Market share for AP

TABLE OF CONTENTS

• Introduction, Definitions & Methodology 6

• Report scope, definitions and methodology

• Who should be interested in this report?

• Companies cited in this report

• Definitions, limitations & methodology

• Glossary

• Executive Summary 20

• Introduction to More than Moore (MtM) devices 43

• Key drivers for MTM growth- (Advanced Packaging, MEMS & Devices,CMOS Image Sensors (CIS), RF, LED, Power): Megatrends applications

• Equipment overview for MtM devices 54

• Bonding & lithography processes in the more than moore field

• Competitive landscape

• Key equipment suppliers for bonding & lithography processes

• 2017 global equipment market share for

• Wafer-toWafer (W2W) bonding , temporary bonding & debonding

• Lithography (new brand & refurbished equipment)

• Asian equipment suppliers

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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9

• Power lithography 174

• Overview of the lithography technologies for Power

• Power key Lithography steps required

• Key lithography requirements & challenges for Power devices

• Lithography equipment market forecast for Power (in units,revenue, with associated growth rate, by lithography technology)

• Power Lithography equipment suppliers - landscape

• Overall 2017 lithography market share for Power (new brandequipment vs refurbished)

• 2017 Market share

• CIS lithography 182

• Lithography equipment vendors benchmark-MtM industry 187

PART 2: BONDING EQUIPMENT 202

• Bonding assembly technologies:W2W vs D2W vs D2D

• Status of permanent bonding technology - roadmap

• Current status of permanent bonding assembly

• W2W permanent bonding 214

• W2W permanent bonding technologies overview

• W2W permanent bonding applications

TABLE OF CONTENTS

• MEMS lithography 148

• Overview of the lithography technologies for MEMS

• MEMS key lithography steps required

• Key lithography requirements & challenges for MEMS

• Lithography equipment market forecast for MEMS (inunits, revenue, with associated growth rate, by lithographytechnology)

• MEMS lithography equipment suppliers - landscape

• Overall 2017 lithography market share for MEMS (newbrand equipment vs refurbished)

• 2017 Market share for MEMS

• LED lithography 160

• Overview of the lithography technologies for LED

• LED key Lithography steps required

• Key lithography requirements & challenges for LED

• Lithography equipment market forecast for LED (in units,revenue, with associated growth rate, by lithographytechnology)

• LED Lithography equipment suppliers - landscape

• Overall 2017 lithography market share for LED (new brandequipment vs refurbished)

• 2017 Market share for LED

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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10

• LED permanent bonding 280

• Permanent technologies - comparison

• Technology roadmap by technology and application

• W2W permanent equipment market estimation for LED devices (in Units, Revenue, by technology)

• SOI permanent bonding 291

• Emerging applications 295

• 3D NAND

• 3D SoC

• 3D stacked DRAM

• Temporary bonding & debonding equipment 304• Temporary bonding & debonding drivers

• Temporary bonding & debonding application

• Debonding technologies comparison

• Debonding technology vs MtM device

• Debonding temperature vs temperature vs application

• Temporary bonding & debonding technologies trends: status androadmap

• Temporary bonding & debonding equipment suppliers – landscape

• 2017 Overall temporary bonding & debonding Market share

• Carrier wafers used in the temporary bonding & debonding process

• Carrier type vs MtM device application

• Carrier market forecast

• Conclusions_____________________________________________363

• Appendix_______________________________________________372• Technologies description

• Company profile

• MEMS permanent bonding 219

• Evolution trends

• Bonding requirements & challenges

• Permanent technologies - comparison

• Technology roadmap by technology and application

• W2W permanent equipment market estimation for MEMS & Sensors (in Units, Revenue, by technology)

• 2017 Overall W2W Market share

• CIS permanent bonding 262

• Evolution trends

• Bonding requirements & challenges

• Permanent technologies - comparison

• Technology roadmap by technology and application

• W2W permanent equipment market estimation for CIS imaging (in Units, Revenue, by technology)

• 2017 Overall W2W Market share

• RF permanent bonding 269

• Evolution trends

• Bonding requirements & challenges

• Permanent technologies - comparison

• Technology roadmap by technology and application

• W2W permanent equipment market estimation for RF devices (in Units, Revenue, by technology)

• 2017 Overall W2W Market share

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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11

SCOPE OF THE REPORT

Applications and package type covered

Advanced Packaging

MEMS/sensors

CMOS Image sensors

Power devices

RF devicesSOI Substrate

LED devices

2.5D interposer

FO WLP3D TSV ICs

Fan-In WLCSP

3D WLP

Accelero Gyro

µmirror

µphone

RF

duplexer

CIS –

pixel

array

CIS –

logic

array

IGBT MOSFET

Thyristors

Bipolar

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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12

OVERALL WAFER SUBSTRATE OVERALL MARKET SIZE (IN 8 INCH EQ)

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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13

SCOPE OF THE REPORT- EQUIPMENT TYPE COVERED

Equipment focus for More Than Moore devices

Bonding equipment

Lithography equipment

W2W bonder

Temporary bonding

Permanent bonding

Temporary bondingDebonder system

D2W/D2D bonder

Focus

Focus

Mask aligner Laser ablation

NanoImprint (NIL)

Stepper Full field

scannerLaser direct imaging

Spin coater + Developer track

Focus

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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14

BONDING & LITHOGRAPHY EQUIPMENTTECHNOLOGY

Applications overview

Scope of the

report

in terms of

equipment

and

applications

investigated

MEMS &

Sensors

Permanent

bonding

W2W

PROCESS STEP APPLICATIONS

Fusion bonding

Bonding

process

Exposure/

Lithography

process

EQUIPMENT

TECHNOLOGY

Temporary

bonding &

debonding

Anodic bonding

Mechanical

debonding

Slide-off

Laser

debonding

Insulating

bonding

Metal bonding

Mask aligner

Stepper

Projection

scanner

Laser direct

imaging

Laser ablation

Photo-

lithography

Laser

process

Direct

bonding

Intermediate

bonding

Lift-off

process

Slide-off

process

CIS

Advanced

Packaging:

3D stacked

memories

Advanced

Packaging

FO WLP

3D TSV

MEMS

&

Sensors

MEMS

&

Sensors

Power

devices

CIS

Advanced

Packaging

Hybrid bonding

LED

Power

devices

3D stacked

memories

MEMS &

Sensors LED

LED

RF

RF

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

RF

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15

KEY EQUIPMENT TECHNOLOGY ADOPTION ROADMAP

2015 2018

Permanent

bonding

Lithography

Temporary

bonding &

debonding

>2023

Fusion bonding

Hybrid bonding

2013

CMOS Image Sensors

(CIS)

CIS

CIS CIS

Data centerMainstream devices

CIS

Mask

aligner Stepper

Mask

aligner

Stepper

Mobile

CIS

2.5D interposer3D TSV

InFO WLP

2.5D interposer

3D stacked TSV

InFO WLP

3D stacked TSV

3D stacked

TSV

MEMS

SensorsPower Photonics

Photonics

Photonics

Slide-off

Laser

Mechanical

More than Moore

Mask

aligner

Stepper

Electrical

vehiclesPower

RF

RF

Smart automotiveInfotainment

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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16

MORE SLIDES EXTRACTS

Equipment technology roadmap

Understand the W2W

permanent bonding and

temporary bonding &

debonding technology trends

And which equipment

technology is going to ramp-up

in the future

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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17

MORE SLIDES EXTRACTS

Equipment technology roadmap

Understand the

lithography technology

trends

And which lithography

technology will be the suitable solution

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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18

Total Lithography, W2W permanent bonding, temporary bonding & debonding

equipment market *

Permanent bonding

Lithography

Temporary bonding & debonding

~$460MCAGR +10%

~$90MCAGR +8%

>$220MCAGR +10%

~$770MCAGR +10%

~$250M

>$125M

<$60M

>$400M

2017

2023

2017-2023 W2W PERMANENT BONDING, TEMPORARY BONDING & DEBONDING EQUIPMENT MARKET FOR MORE THAN MOORE DEVICES

*New Brand Equipment

**CAGR: Compound Annual Growth Rate

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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19

2017 MARKET SHARE OVERVIEW

By Equipment type and MtM device

Permanent bonding

equipment market

forecasts by equipment

technology, MtM market

applications

As well as more in-depth analysis

for each MtMdevice

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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20

KEY EQUIPMENT SUPPLIERS FOR MORE THAN MOORE - OVERVIEW

Positioning of the equipment suppliers by process step

More than moore Equipment

Lithography CVD PVD

DRIE

ALD

Temporary bonding &

debonding

Permanent bondingEtching

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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21

PROJECTION TOOL VENDORS: POSSIBLE RESHAPING OF THE INDUSTRY

There are barriers to entry for both front-end and back-end lithography vendors

Front-End area

(Mainstream)

Back-end/PCB areaMore than Moore applications

Projection

system

equipment

players

Barrier to entry Barrier to entry

DOF

Field

size

Cost of the

tool

Resolution

Overlay

THP

Wafer

warpage

AcquisitionBonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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22

EVG

SUSS MicroTec

Veeco

Canon

SMEE

TEL

Ushio

TazmoTOK

Rudolph

Others

2017 Market share of the equipment vendors in the More than Moore area

(W2W permanent bonding, lithography, temporary bonding & debonding)

2017 MARKET SHARE – BREAKDOWN BY EQUIPMENT VENDOR

>$400M

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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23

2017 MARKET SHARE OVERVIEW

By Equipment type and MtM device

Permanent bonding, Lithography

and temporary bonding

equipment market shares by MtM

segment application

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

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24

RELATED REPORTS

Bonding & Lithography Equipment Market for More than Moore Devices | Sample | www.yole.fr | ©2018

Page 25: Bonding and Lithography Equipment Market for More than ... · 8 • 2017-2023 Global equipment market forecast 84 • W2W Permanent bonding equipment market forecast (Unit and Revenue)

© 2018

Yole Développement

From Technologies to Market

Source: Wikimedia Commons

Page 26: Bonding and Lithography Equipment Market for More than ... · 8 • 2017-2023 Global equipment market forecast 84 • W2W Permanent bonding equipment market forecast (Unit and Revenue)

2©2018 | www.yole.fr | About Yole Développement

FIELDS OF EXPERTISE COVERED BY OUR 40+ ANALYSTS

MEMS & Sensors

Solid State Lighting(LED, OLED, …)

Compound Semi.

Imaging

Photonics

MedTech

Manufacturing

Advanced

Packaging

Batteries &

Energy Management

Power Electronics

Displays

RF

Devices &

Techno.

Advanced

Substrates

Software

Memory

Page 27: Bonding and Lithography Equipment Market for More than ... · 8 • 2017-2023 Global equipment market forecast 84 • W2W Permanent bonding equipment market forecast (Unit and Revenue)

3©2018 | www.yole.fr | About Yole Développement

3 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,

M&A 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

• @Micronews e-newsletter

• Communication & webcast

services

• Events: TechDays, forums,…

www.i-Micronews.com

Page 28: Bonding and Lithography Equipment Market for More than ... · 8 • 2017-2023 Global equipment market forecast 84 • W2W Permanent bonding equipment market forecast (Unit and Revenue)

4©2018 | www.yole.fr | About Yole Développement

6 COMPANIES TO SERVE YOUR 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

Page 29: Bonding and Lithography Equipment Market for More than ... · 8 • 2017-2023 Global equipment market forecast 84 • W2W Permanent bonding equipment market forecast (Unit and Revenue)

5©2018 | www.yole.fr | About Yole Développement

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

Europe office

Frankfurt

Hsinchu

Tokyo

Yole Inc.

Phoenix

Yole Korea

Seoul

Palo Alto

Page 30: Bonding and Lithography Equipment Market for More than ... · 8 • 2017-2023 Global equipment market forecast 84 • W2W Permanent bonding equipment market forecast (Unit and Revenue)

6©2018 | www.yole.fr | About Yole Développement

ANALYSIS SERVICES - CONTENT COMPARISON

Technology

and Market

Report

Leadership

Meeting

Q&A

Service

Depth of the analysis

Bre

adth

of th

e a

nal

ysis

Meet the

Analyst

Custom

Analysis

High

High

Low

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7©2018 | 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

developpers

Device manufacturers

Suppliers: material, equipment,

OSAT, foundries…

Financial investors, R&D centers

Page 32: Bonding and Lithography Equipment Market for More than ... · 8 • 2017-2023 Global equipment market forecast 84 • W2W Permanent bonding equipment market forecast (Unit and Revenue)

8©2018 | www.yole.fr | About Yole Développement

SERVING MULTIPLE INDUSTRIAL FIELDS

We workacross

multiples industries to understand

the impact of More-than-

Moore technologies from deviceto system

From A to Z…

Transportation

makers

Mobile phone

and

consumer

electronics

Automotive

Medical

systems

Industrial

and defense

Energy

management

Page 33: Bonding and Lithography Equipment Market for More than ... · 8 • 2017-2023 Global equipment market forecast 84 • W2W Permanent bonding equipment market forecast (Unit and Revenue)

9©2018 | www.yole.fr | About Yole Développement

o Yole Développement, System Plus Consulting, KnowMade and PISEO, all part of Yole Group of Companies, keep on increasing their collaboration to offer, in 2018, a

collection of 150+ reports. Combining respective expertise and methodologies from the 4 companies, the reports aim to provide market & technology analysis, patent

investigation and patent infringement risk analysis, teardowns & reverse costing analysis.They cover:

o You are looking for:

• An analysis of your product market

• A review of your competitors evolution

• An understanding of your manufacturing and production costs

• An understanding of your industry technology roadmap and related IPs

• A clear view on the evolution of the supply chain…

Our reports are for you!

The combined team of 60+ experts (PhDs, MBAs, industry veterans…) from Yole Développement, System Plus Consulting, KnowMade and PISEO, collect information,identify the trends, the challenges, the emerging markets, the competitive environments and turn it into results to give you a complete picture of your industrylandscape.

In the past 20 years, we worked on more than 1 700 projects, interacting with technology professionals and high level opinion makers from the main players of theindustry.

o In 2018, Yole Group of Companies plan to publish +150 reports.Gain full benefit from our Bundled Offer and receive at least a 36% discount.

REPORTS COLLECTION

www.i-Micronews.com

• MEMS & Sensors

• RF devices & technologies

• Imaging

• Medical technologies (MedTech)

• Photonics

• Advanced packaging

• Manufacturing

• Advanced substrates

• Power electronics

• Batteries and energy management

• Compound semiconductors

• Solid state lighting

• Displays

• Software

• Memory

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10©2018 | www.yole.fr | About Yole Développement

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

− Air Quality Sensors 2018 – Market & Technology Report

− Air Quality Sensors 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 AND TECHNOLOGIES

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− 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

o PATENT ANALYSES – by KnowMade

− RF Acoustic Wave Filters 2017 – Patent Landscape Analysis

o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade

− 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

SOFTWAREo MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Consumer Biometrics: Sensors & Software 2018 – Update

− Processing Hardware and Software for AI 2018 - Vol. 1 & 2

− Embedded Software in Vision Systems 2017

Update : 2017 version still available / *To be confirmed

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11©2018 | www.yole.fr | About Yole Développement

OUR 2018 REPORTS COLLECTION (2/4)

IMAGING & OPTOELECTRONICS

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− 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

o PATENT ANALYSES – by KnowMade

− iPhone X Dot Projector – Patent-to-Product Mapping

o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade

− 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

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− 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

− Integrated Passive Devices (IPD) 2018

− Thin-Film Integrated Passive Devices 2018

− Memory Packaging Market and Technology Report 2018 – Update*

o PATENT ANALYSES – by KnowMade

− 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

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− 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

Update : 2017 version still available / *To be confirmed

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12©2018 | www.yole.fr | About Yole Développement

OUR 2018 REPORTS COLLECTION (3/4)MEMORY

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− 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

o PATENT ANALYSES – by KnowMade

− 3D Non-Volatile Memories – Patent Landscape

COMPOUND SEMICONDUCTORS

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Status of Compound Semiconductor Industry 2018*

− GaAs Materials, Devices and Applications 2018

− InP Materials, Devices and Applications 2018

− Bulk GaN Substrate Market 2017

o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade

− 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

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− 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 MANAGEMENTo MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Li-ion Battery Packs for Automotive and Stationary Storage Applications 2018 –Update

o PATENT ANALYSES – by KnowMade

− 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

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13©2018 | www.yole.fr | About Yole Développement

OUR 2018 REPORTS COLLECTION (4/4)

SOLID STATE LIGHTING

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− 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

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− 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

o PATENT ANALYSES – by KnowMade

− MicroLED Display – Patent Landscape Analysis

MEDTECH

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− 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 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

o PATENT ANALYSES – by KnowMade

− 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

o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade

− Organs-On-Chips 2017 – Market & Technology Report

− Organ-on-a-Chip – Patent Landscape Analysis

Update : 2017 version still available / *To be confirmed

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14©2018 | www.yole.fr | About Yole Développement

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 haveup

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).

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15©2018 | www.yole.fr | About Yole Développement

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.

ON L I N E ON S I T E I N PE R S ON

@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: Camille Veyrier ([email protected]), Marketing & Communication Project Manager

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16©2018 | www.yole.fr | About Yole Développement

CONTACT INFORMATION

o CONSULTING AND SPECIFIC ANALYSIS, REPORT

BUSINESS

• North America:

• Steve LaFerriere, Senior Sales Director for Western US &

Canada

Email: [email protected] – + 1 310 600-8267

• Troy Blanchette, Senior Sales Director for Eastern US &

Canada

Email: [email protected] – +1 704 859-0453

• Japan & Rest of Asia:

• Takashi Onozawa, General Manager, Asia Business

Development (Korea, Singapore, India & ROA)

Email: [email protected] - +81 34405-9204

• Miho Othake, Account Manager (Japan)

Email: [email protected] - +81 3 4405 9204

• Itsuyo Oshiba, Account Manager (Japan)

Email: [email protected] - +81-80-3577-3042

• Greater China: Mavis Wang, Director of Greater China Business

Development

Email: [email protected] - +886 979 336 809

• Europe: Lizzie Levenez, EMEA Business Development Manager

Email: [email protected] - +49 15 123 544 182

• RoW: Jean-Christophe Eloy, CEO & President, Yole Développement

Email [email protected] - +33 4 72 83 01 80

o FINANCIAL SERVICES (in partnershipwith Woodside

Capital Partners)

• Jean-Christophe Eloy, CEO & President

Email: [email protected] - +33 4 72 83 01 80

• Ivan Donaldson, VP of Financial Market Development

Email: [email protected] - +1 208 850 3914

o GENERAL

• Public Relations: [email protected] - +33 4 72 83 01 89

• Email: [email protected] - +33 4 72 83 01 80

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