edge emitting lasers - market and technology trends 2019 ... · 5 • edge emitting laser (eel)...
TRANSCRIPT
From Technologies to Market
Sample
Edge Emitting Laser (EEL) 2019
Market and Technology Trends
@2019
2
Biography & contact
ABOUT THE AUTHORS
Martin Vallo, Market & Technology Analyst
Pars Mukish holds a master degree in Materials Science & Polymers (ITECH - France) and a master degree in Innovation & Technology Management (EM Lyon - France). Since 2015, Pars has taken on responsibility for developing SSL and Display activitiesactivities as Business Unit Manager at Yole Développement (Yole). Pars is part of the Photonics, Sensing & Display division at Yole. Previously, he has worked as Marketing Analyst and Techno-Economic Analyst for several years at the CEA (French Research Center).
Contact: [email protected]
Martin Vallo, PhD is serves as a Technology & Market Analyst specialized in solid-state lighting technologies, within the
Photonics, Sensing & Display division at Yole Développement ( Yole). With 9 years’ experience within semiconductor
technology, Martin is involved today in the development of technology & market reports as well as the production of custom
consulting projects at Yole. Prior his mission at Yole, he worked at CEA (Grenoble, France), with a mission focused on the
epitaxial growth of InGaN/GaN core-shell nanowire LEDs by MOCVD and their characterization for highly flexible photonic
devices. Martin graduated from Academy of Sciences, Institute of Electrical Engineering (Slovakia) with an engineering degree in
III-nitride semiconductors.
Contact: [email protected]
Pars Mukish, Business Unit Manager
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
3
• About the authors P7
• Report objectives P8
• Companies cited P9
• Acronyms P10
• Executive Summary P11
o 3 Pages Summary
• Introduction to Edge Emitting Laser (EEL) Diode P39
o World of Lasers
o Semiconductor Lasers
o What is considered in the report
o EELs classification
o Laser diode vs. Optically pumped semiconductor lasers
o EEL applications as a function of laser technology
o Typical laser parameters and application requirements
o Conclusion
• Edge Emitting Laser (EEL) Diode Market P52
o Global Market Analysis
• Key market highlights per domain of application
• 2017-2024 market volume (Munits)
• Split by application
• Split by power
• Split by wavelength
• 2017-2024 market revenue ($M)
• Split by application
• Split by power
• Split by wavelength
• Conclusion
• Edge Emitting Laser (EEL) Diode Market (continued)
o Market Analysis by Application
• Introduction
• Focus on optical communication
• Telecom vs. Datacom
• Datacom
• Telecom
• Focus on Display
• Focus on KW material processing
• Focus on Sensing
• Focus on Medical treatment
• Focus on Micro material processing
• Focus on Lighting
• Conclusion
o EEL ASP Aspect
• Introduction
• Key specifications impacting EEL price
• ASP per domain of applications
• Conclusion
TABLE OF CONTENT
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
4
• Edge Emitting Laser (EEL) Applications
o Optical Communication P80
• Introduction - Overview of optical communication
• Historical perspective
• Overview of a typical public fiber network architecture
• Fiber optic communication (FOC)
• Overview
• Principle
• Benefits of fiber optics over metallic-based systems
• Optical wavelength bands
• Optical fiber technology:
• Bandwidth and Distance
• Single Mode Fiber (SMF) and Multi-Mode Fiber (MMF)
• Modal Distortion in Optical Fibers
• Dispersion
• Analog vs. Digital signals
• Overview
• Pulsed Code Modulation
• Digital Encoding Schemes (RZ, NRZ)
• 4-Level Pulse amplitude modulation: PAM4 technology
• Multiplexing
• TDM, WDM
• Components of Fiber optics
• Optical fiber cables
• Optical transmitter/receiver
• Optical transceiver
o Optical Communication (continued)
• Transceivers
• Form Factors
• Telecom network connected by different form factors
• Datacom network connected by different form factors
• Interfaces used in datacenters vs. data rates of transceivers
• To Terabit Speeds
• Light source choice
o Optical Communication Trends P112
• The worldwide market for Datacom and Telecom
• Technological Trends
• Market Trends
• Drivers of optical communication technologies
• Digital transformation
• Data traffic in data centers
• Data Centers
• Trends
• Tranceivers evolution along silicon switching
• PAM4 technology impact on switch chip technology
• Comparison of DFB, FP and VCSEL in optical communication
• Data Centers – Challenges
• Mega Data Centers and Colocation Mega Datacenters
• Conclusion
TABLE OF CONTENT
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
5
• Edge Emitting Laser (EEL) Applications
o Optical Communication – Silicon photonics P126
• From incumbent transceivers to silicon photonic transceivers
• Introduction to silicon photonics
• Si photonics vs legacy optics
• Structure of a Si photonic transceiver
• Reduction of the number of components
• Conclusion
o Medical Applications P132
• Introduction
• Classification of semiconductor lasers by applications
• Focus on ophtalmology
• Focus on dermatology
• Focus on surgery
• Focus on dentistry
• Main wavelength used in medical applications
• Conclusion – Trends
o Material Processing P149
• Introduction
• Laser types vs. Applications
• Kilowatt material processing vs. Micro material processing
• Kilowatt Material processing Applications P153
• Classification of semiconductor lasers by applications
• Overview
• Focus on metal cutting
• Focus on metal welding/brazing
• Focus on cladding
• Typical laser technologies for KW material processing
• Typical laser characteristics for KW material processing
• Fiber laser vs. CO2 laser
• Key highlights
• Cost of Ownership comparison for laser cutting
• Conclusion
• Micro Material processing Applications (Including Marking) P163
• Classification of semiconductor lasers by applications
• Overview
• Focus on fine metal and other low power material processing
• Focus on semiconductor material processing
• Overview
• Front-end process
• Back-end process
• Focus on flat panel display material processing
• Overview
• OLED display drilling
• Focus on marking and engraving
• Focus on additive manufacturing (3D printing)
• From IR to blue laser in some applications?
• Typical laser technologies for micro material processing
• Typical laser characteristics for micro material processing
• Conclusion
TABLE OF CONTENT
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
6
• Edge Emitting Laser (EEL) Applications
o Sensing applications P180
• Introduction
• Classification of semiconductor lasers by applications
• Overview of Fiber Optic Sensing and Telecom Instrumentation
• Overview of Ultrafast laser spectroscopy and Mid-IR spectroscopy
• Overview of Flow cytometry and Machine Vision
• Overview of LiDAR and Mobile 3D Sensing
• LiDAR
• Drivers for automotive LiDAR
• LiDAR across ADAS levels
• ADAS vehicles sensing technology today
• LiDAR ranging methods
• Scanning methods
• Mechanical automotive LiDAR
• Solid-state LiDAR for automotive
• Distinctive paths between ADAS vehicle and robotic vehicle
• ADAS vehicle market trends
• Laser technologies related to the range
• 3D sensing in smartphone
• Overview
• IPHONE X – TRUEDEPTH module analysis
• Dot pattern and facial recognition
• 3D camera adoption scenarios
• Comparison of DFB, FP and VCSEL
• Challenges for DFB EEL and VCSEL
• Conclusion
• IPHONE X – TRUEDEPTH module analysis
o Display & Lighting P207
• Introduction
• Classification of semiconductor lasers by applications
• Display
• Overview
• Applications
• Projectors - Light source comparison
• Projectors - Pros and cons of laser-based systems
• RGB laser sources
• Projectors - Technical challenge of the green shift
• Head Up Displays (HUDs)
• Laser light show – Overview
• Laser pointer
• Typical laser technologies
• Lighting
• Automotive lighting – Overview
• Automotive lighting - Technological approaches
• Typical laser technologies
• Conclusion
o New applications
• Emerging applications – Overview
• Edge Emitting Laser (EEL) Technology P225
o Emission wavelengths
• Per laser type
• Focus on semiconductor lasers
o Semiconductor laser - EEL vs. VCSEL (vs. LED) - Attributes
o The different possible designs of EELs
o Semiconductor laser structures – Basics
TABLE OF CONTENT
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
7
• Edge Emitting Laser (EEL) Technology (continued)
o Semiconductor laser structures
• DH broad area vs. Stripe
• Optical confinement - Gain- vs. Index-Guided
o Principles of operations
o Lasing modes
o Light beam - Basic parameters for selection of laser system
o Levels of integration
o Laser system
o Absorption spectrum
• Introduction
• Electromagnetic radiation absorption
o Different possible designs of EEL
• Overview
• Optical communication applications
• DFB laser - Device structure
• Manufacturing process
o The case of EEL as a pump laser (vs. direct laser source)
o Challenges
• Epitaxy
• Front-end device processing
• High volume manufacturing
o Application requirements
• Wavelength & Power
• Laser mode of operation
o Conclusion
• Edge Emitting Laser (EEL) Industry P261
o Players mapping
• Overview
• Focus on vertically integrated EEL players
o Players positioning
• Business models & Laser diode types
• Applications & Design targeted
• Level of integration – Introduction
• Wafer level of integration
• Different levels of integration
• System level of integration
• Level of integration – Overview
• Level of integration - Analysis by application
o Supply/Value chain aspects
• Material processing industry
• Optical communication - Datacom example
o Recent Trends
• Market
• Key 2018 M&A activities
TABLE OF CONTENT
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
8
3SPTechnologies, Access Pacific Ltd., Adtech Optics, Advanced Laser Diode Systems , Akela Laser Corp., Allwave Lasers, Alpes Lasers,
Amonics, Applied Optoelectronics, Arima Lasers, Bright Solutions, Broadcom, Brolis Semiconductors, BWT, Canadian Photonics
Fabrication Centre - Unit of National Research Council of Canada, Changchun New Industries (CNI) Optoelectronics Technology,
Coherent – DILAS – Rofin-Sinar Technologies, Compound Photonics, CST Global Ltd, DenseLight Semiconductors Pte., Diode Laser
Concepts, Eagleyard Photonics, Eblana Photonics, Egismos Technology, Emcore, Fiibercom, FITEL - Furukawa, Focuslight, Gooch &
Housego, Hamamatsu, II-VI - Finisar, II-VI Laser Enterprise, Innolume, Innovative Photonic Solutions, InPhenix, Intense Photonics, IPG
Photonics, Jenoptik, Laserline, LaserMaxDefense, LasersCom, Lasertel, LDX Optronics, Lumentum - Oclaro, Lumics, Masimo
Semiconductor, Mitsubishi Electric, Modulight , Monocrom, nanoplus, Necsel , Newport Corp. - MKS Instruments, Nichia, nLIGHT
Corporation, NOLATECH, Norcada, Norlase, Northrop Grumman Cutting Edge Optronics (CEO), OPTOENERGY, Optoway Technology
, OSI Laser Diode, Osram, Panasonic Semiconductor Solutions Co., PD-LD, Pegasus Lasersysteme, Photodigm, QD Laser, QPC Lasers, QSI,
Quantel , Quantum Light Instruments , Redfern Integrated Optics (RIO), Rohm, Sacher Lasertechnik LLC, Seminex, Sharp, Sheaumann
Laser, SLD Laser, Sony Semiconductor Solutions, Source Photonics, Sumitomo Electric, Thorlabs, Toptica Photonics, Trumpf, UnikLasers,
Union Optronics, Ushio Opto Semiconductors, Vescent Photonics, Vortran Laser Technology , Wavespectrum Laser, World Star Tech, WTD,
XLT HIGH POWER Semiconductor Lasers, Z-Laser Optoelektronik
COMPANIES CITED IN THE REPORT
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
9
This report aims to give a comprehensive figure of the forces driving the EEL laser source market, technologyand industry in the short, middle and long term.
• Understand the global landscape of EEL in terms of laser system for different applications
• Straightforward and easy to understand explanations of the technology and different types of EEL
• Review selected applications of EEL with insights into the basic principles, typical lasers used and theircharacteristics
• Provide and analyze market forecasts for EEL sources from 2017 to 2024
OBJECTIVES OF THE REPORT
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
10
The different lasers & What we consider in this report
INTRODUCTION
Semiconductor lasers
Semiconductor laser diodes are
used as a light source
Types of lasers
Solid-state lasers
Fiber lasers
Gas lasers
Lasers based on semiconductor
gain media, where optical gain is
usually achieved by stimulated
emission – LASER DIODES
Lasers based on solid-state gain
media such as crystals or glasses
doped with rare earth or
transition metal ions.
1mW – 10 kW
Small diode-pumped
Nd:YAG laser
Ring lasers (e.g.
NPROs
Rod lasers, Slab
lasers and Thin-disk
lasers
Q-switched
Nd:YAG lasers
Lasers with a doped fiber as
gain medium, or just lasers
where most of the laser
resonator is made of fibers
Edge emitting
laser diode
Vertical-cavity
surface-
emitting laser
10 mW – 1 kW
Lasers based on gases or plasma as gain media
Helium–neon lasers
(He–Ne lasers)
Argon ion lasersKrypton ion lasers
Carbon dioxide
lasers (CO2 lasers)
Carbon monoxide
lasers (CO lasers)
Excimer lasersNitrogen lasers
Hydrogen lasers Copper vapor lasers
~1mW
(bars, stacks 50W – 1 KW)
Diode-pumped solid-state
laser (DPSSL)
In Scope Out of scope
They can be pumped with EEL,
generating high output powers.
Edge
em
itti
ng
lase
r dio
de
Edge emitting
laser diode
Vertical-cavity
surface-
emitting laser
>1 kW
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
11
Edge Emitting Laser (EEL) diode classification
INTRODUCTION
Fiber-coupled diode lasers (FC DL)
Semiconductor lasers
Diode-pumped solid-state laser (DPSSL)
Fabry Pérot (FP)
lasers
Distributed Bragg
Reflector (DBR) lasers
Distributed Feedback
(DFB) lasers
Directly Modulated
(DML) lasers
Electro-absorption
Modulated (EML) lasers
Integrated Laser Mach
Zehnder (ILMZ) chip
Diode lasers (Edge Emitting Laser diode)
Low-power EEL
Broad Area LD
High Brightness Diode laser
1D-Array of Broad Area LD
High-power Diode Bar
2D-Array of Broad Area LD
High-power Diode Stacks
Low-power EEL
Broad Area LD
High Brightness Diode laser
1D-Array of Broad Area LD
High-power Diode Bar
2D-Array of Broad Area LD
High-power Diode Stacks
VCSEL
Gain media: Crystals, Glass, Ceramics
Doped with rare earth
ions (Nd3+, Yb3+, Er3+…)
Gain media: Optical Glass fibers
Broad Area LD
High Brightness Diode laser
Tunable lasers
Tapered lasers
Doped with rare earth
ions (Nd3+, Yb3+, Er3+…)
Optically Pumped Semiconductor LaserInjection Laser Diode
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
12
Comments
EEL types linked with applications and examples of (top) players
INTRODUCTION
BALD
Single emitter Bars Stacks
Parameters
Applications
Players
Fabry Perrot DBR DBF
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
13
The field of fiber optics, especially with respect to communication, is a rapidly changing world in which, seemingly, each month a new product or technology is introduced.
Fiber optic communication (FOC)
OPTICAL COMMUNICATION
The uses of optical fiber today are matter of course. With the explosion of information traffic due to the Internet, electronic commerce, computer networks, multimedia, voice, data, and video, the need for a transmission medium with the bandwidth capabilities for handling such vast amounts of information is paramount.
The growth of the fiber optics industry over the decades has been explosive an it is expected that this industry will continue to grow well into the next decade. Moreover, this industry, especially with respect to data- and telecommunication, is a rapidly changing world.
This chapter will provide the reader with a rudimentary understanding of fiber optic communication systems, technology, and applications in today’s information world.
Benefits
of FOC
Principle
of FOC
Optical
wavelength
bands
Optical
fibre
technology
Dispersion
Analog vs.
Digital
signals
Pulsed
Code
Modulation
Digital
Encoding
Schemes
(RZ, NRZ)
Light
SourcesPackaging Laser Modulation
Pulsed
Amplitude
Modulation
(PAM4)
Multiplexing
(TDM, WDM)
Components of FOC
•Optical fiber cables
• Transmitter/Receiver =
TRANSCEIVER
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
14
Market Trends
OPTICAL COMMUNICATION TRENDS
Market
consolidation,
SiP growth and
deteriorating
U.S.– China
trade
relationship
dominated in
2018.
Market
Consolidation
Expanding
production
Silicon
Photonics
(SiP)
Optical
transceivers
market
New
Partnerships
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
15
OPTICAL COMMUNICATION TRENDS
2010 2012 2014 2016 2018 20202019
2001-2009
Tranceivers evolution along silicon switching
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
16
Classification of semiconductor lasers by applications
MEDICAL APPLICATIONS
Edge emitting laser diode
Medical applications
Ophtalmology
Fiber-coupled
Diode Laser
DPSSL
Diode-pumped
solid-state laser
Femtosecond laser
Dermatology
Fiber-coupled
Diode Laser
Diode laser
High-
Brightness
Laser Diode
Surgery
Fiber-coupled
Diode Laser
Diode laser
High-
Brightness
Laser Diode
Holmium:YAG laser
Thulium fibre lasers
Dentistry
Fiber-coupled
Diode Laser
Diode laser
High-
Brightness
Laser Diode
Erbium laser
Nd: YAG laser
Application
Application
category
Laser type
Specific laser
types
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
17
Focus on ophtalmology (1/2)
MEDICAL APPLICATIONS
Description
Over more than five decades, use of lasers in ophthalmology has successfully shown effective and safe results in treating various eye conditions. Whether lasers are used to correct vision or repair damage due to degenerative diseases optimal laser type, wavelength, and pulse length are required.
Laser surgery can successfully treat many diseases including retinal tears and detachment, diabetic retinopathy, macular degeneration and glaucoma. Laser surgery can prevent loss of sight or provide improvement in vision
Principle of Refractive Eye Surgery
In photorefractive keratectomy in situ keratomileusis lasers (LASIK) are used to sculpt the cornea. This can also include various methods of surgical remodeling of the cornea, lens implantation or lens replacement (cataract surgery). Successful refractive eye surgery can cure common vision disorders such as myopia, hyperopia and astigmatism and reduce or eliminate the need for eyeglasses or contact lenses.
Principle of Clouding Treatment
Clouding, or cataracts of the eye's natural lens, are the most common cause of vision loss in the elderly population. Accordingly, cataract surgery is the most commonly performed surgical procedure in the world, Treatment involves removal of the lens for a prosthetic replacement. Lasers have recently been developed as a means to remove the lens via photodisruption (minimally invasive surgery).
Principle of Retinal (Micro) Coagulation
Diabetic macular edema is the most common cause of visual loss in persons under 50 years of age in the developed world. Retinal photocoagulation has been developed and recognized as a standard of treatment. Recently, the procedure was perfected due to introduction of micro-coagulation technique employing pulsed diode lasers.
Ophthalmology was the first medical field where lasers have found an application.
Principle of Refractive Eye Surgery
Principle of Clouding Treatment
Principle of Retinal
(Micro) CoagulationEdge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
18
Laser cutting is a mature industrial process with high flexibility, non-contact and stress free steps that produce finished parts direct from the tool.
Laser cutting is a very precise process, with excellent dimensional stability, very small heat affected zone, and narrow cut kerfs. The cutting is achieved by heating the material using a focalized laser beam. As the material melts, it is effectively removed either by gas jet or vaporization, thus creating a cut kerf. Laser cutting can be accomplished through different techniques which involve different laser operating modes (pulsed or CW), energy level and the utilization or not of an assist gas, namely: vaporization, melt and blow, melt blow and burn, thermal stress cracking, scribing, cold cutting and reactive cutting.
Focus on metal cutting
KILOWATT MATERIAL PROCESSING APPLICATIONS
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
19
Focus on flat panel display material processing - OLED display drilling
MICRO MATERIAL PROCESSING APPLICATIONS (INCLUDING MARKING)
Samsung laser drilling process of “Hole In Active Area” (HIAA) Display Samsung drilling laser
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
20
3D sensing in smartphone - Comparison of DFB, FP and VCSEL (3/3)
SENSING APPLICATIONS
Rear-facing (“World-facing”): range ~ 5 m Front-facing: range < 1m
“Structured light” - pattern of dots is illuminated
onto subjects.
“Active stereo” - potential hybrid design that augments structured light with stereo vision.)
Early example of a consumer 3-D sensor based on structured light was Primesense for the
Microsoft Kinect console - earlier single-mode FP laser to illuminate multiple DOEs used,
recently replaced by VCSEL array.
Both designs successfully eliminated the zeroth-order transmission, which is a nagging issue for
eye safety.
Next-generation, rear-facing 3-D sensing technology
to detect and measure objects across a room.
Longer distance requires significantly more power to achieve the same resolution, however,
and the risks of eye safety become more disconcerting.
One particular advantage of all EELs in these applications is their intrinsic emission
brightness, which may help to extend the sensing range further.
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
21
Lighting - Automotive lighting - Technological approaches
DISPLAY AND LIGHTING APPLICATIONS
Two main technologies have been developed to generate white light with lasers. Both LARP and MEMS Scanner have already been implemented in Commercial vehicles.
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
22
Different possible designs of EEL - Overview
EEL TECHNOLOGY
Illustration: FBH Berlin
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
23
Challenges - Front-end device processing
EEL TECHNOLOGY
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
24
EEL market is very fragmented at all industrial levels of integration.
The top players are mainly involved in material processing market, which cover plenty of traditional (cutting, welding, semiconductors processing) as well as new applications (additive manufacturing, fine material processing).
Many players are capable to deliver turnkey solutions to the customers as they can make all the necessary steps up from design of a laser diode up to assembly a laser system. Therefore, the industry is being consolidated because they can benefit from controlling supply chain – vertical integration.
Players positioning – different levels of integration
EEL INDUSTRY
Epitaxy System
Ap
plicati
on
div
ers
ity
Level of integration
Single
application
Multiple
applications
engagement
Device
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
25
Players positioning – System level of integration (1/2)
EEL INDUSTRY
The positioning of top suppliers varies significantly across different markets.
High
Dem
an
d
LowOffer
High
Material processing
High
Dem
an
d
LowOffer
High
Optical communication
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
26
ASP per domain of applications
EEL MARKET - ASP ASPECTS
Note:
Some applications experience increase of EEL ASP due to evolution of product mix.
o In display, laser pointer and laser show applications are declining whereas digital cinemas, large projectors (…) are growing, and those applications present higher ASP.
o For R&D, axis of research are more oriented toward emerging / new applications which require higher performance EEL (that are more expensive).
From one application to the other, there are wide difference in AVERAGE selling price of EEL.
2017 2018 2019 2020 2021 2022 2023 2024 CAGR 2018-2024
KW Material Processing (> 1KW) xx xx xx xx xx xx xx xx xx
Micro Material Processing (< 1KW) xx $192.6 xx xx xx xx xx xx xx
Marking xx xx xx xx xx xx xx xx xx
Optical Communication (Datacom & Telecom) xx $13.6 xx xx xx xx xx xx xx
Medical xx $73.9 xx xx xx xx xx xx xx
Sensing xx xx xx xx xx xx xx xx xx
Printing xx $1.2 xx xx xx xx xx xx xx
Display xx $14.9 xx xx xx xx xx xx xx
Optical Storage xx $0.6 xx xx xx xx xx xx xx
Lighting xx xx xx xx xx xx xx xx xx
R&D xx $5.4 xx xx xx xx xx xx xx
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
27
EEL market revenue forecast by segment (2018 vs. 2024)
EEL MARKET
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
28
MARKET FORECAST
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
29
RELATED REPORTS
Edge Emitting Laser (EEL) 2019 - Market and Technology Trends | Sample | www.yole.fr | ©2019
Since the development of lasers in the 1960s, they have been increasingly used in a large number of applications. This has propelled the laser market to a trillion dollar business since the 1990s. Nowadays, laser technologies are ubiquitous in plenty of traditional, as well as emerging, applications. These span material processing, optical communications, automotive front lighting, medical surgery and 3D sensing. The laser landscape is highly fragmented, with a wide variety of laser types, including diode lasers, fiber lasers, diode-pumped solid state lasers (DPSSLs), CO2 lasers and excimer lasers. Traditional applications cover industrial, scientific, consumer markets, but there are also many peculiar applications including military and biomedical markets with spectroscopic analysis.
In this report, Yole Développement focuses on semiconductor lasers, especially Edge Emitting Lasers (EELs). This laser light source has revolutionized the concept of laser systems that leads to new specific attributes including miniaturized devices, stabilized coherent light and narrow emission wavelengths.
In practice, EELs can be used as “direct” lasers but also coupled with optical fibers or crystals to make fiber-lasers or DPSSLs. The advanced laser technologies then provide specific advantages such as better beam quality, improved stability in terms of laser noise, and increased power output.
In 2018, EELs represented a $2.5B market opportunity and this figure is likely to reach $5.1B in 2024 at a compound annual growth rate for the period (CAGR2018-2024) of 13%. Growth will continue to be driven by the optical communication segment, such as optical systems for datacom and telecom. This is the largest segment today for EELs, comprising 56% of total revenue for 2018. Material processing and display applications are also substantial, making up 16% and 14% of the market respectively in 2018. However, their market shares will decline in the future as 3D sensing in LiDAR, and face/gesture recognition, medical and lighting applications emerge in the next five years. Those might represent potential killer applications for EELs in the middle/long term.
On the other hand, traditional applications such as printing and optical storage decline rapidly with “digitalization” and “all in the cloud” trends.
This report provides an in-depth analysis of major EEL applications: optical communication, material processing, medical, sensing, and printing, display, optical storage and lighting. It highlights the global landscape for EELs, including classification of EEL types by application and market segmentation. Detailed market forecasts are presented based on this segmentation.
EDGE EMITTING LASERS - MARKET AND TECHNOLOGY TRENDS 2019Market & Technology Report - April 2019
Fast growing new applications will drive the Edge Emitting Lasers (EEL) market to reach $5.1B in 2024.
REPORT KEY FEATURES •ClassificationofEELsamongalllasersystems
•DetailedmarketrevenueandvolumeofEELsfor2017-2024splitbydifferentapplications,wavelength,power
•ASPaspectsandASPsofEELsusedindifferentapplications
•DetailedapplicationsanalysisfocusingonlasersusingEELsasalaserlightsourcewithin-depthanalysisoftheopticalcommunicationlandscape
•IdentificationofchallengesinEELmanufacturingprocess:epitaxy,FEOL,HVM
•EELindustryanalysis:fromepiwafertosystem
REPORT OBJECTIVES• UnderstandthegloballandscapeofEELintermsoflasersystemfordifferentapplications
• StraightforwardandeasytounderstandexplanationsofthetechnologyanddifferenttypesofEEL
• ReviewselectedapplicationsofEELwithinsightsintothebasicprinciples,typicallasersusedandtheircharacteristics
• ProvideandanalyzemarketforecastsforEELsourcesfrom2017to2024
(Yole Développement, April 2019)
Edge Emitting Lasers (EEL) revenue forecast by market segment 2018 vs. 2024
EEL MARKET – STILL DRIVEN BY TRADITIONAL APPLICATIONS BUT SOME POTENTIAL KILLER APPLICATIONS ARE EMERGING
CAGR:+13%
$1,385M
2018
2024
$396M$342M
$9M
$183M
$155M
~$2,500M
~$5,100M
$3,397M$533M
$441M
$18M
$664M$53M
Optical communicationsMaterial processingDisplayEmerging applications (sensing, medical and lighting) Declining applications (printing and optical storage) R&D
EDGE EMITTING LASERS - MARKET AND TECHNOLOGY TRENDS 2019
EACH APPLICATION REQUIRES ITS OWN EEL TECHNOLOGY - A VARIETY OF POSSIBLE DESIGNS
EELs are complex photonic devices and different device designs have been developed:• Chip: Fabry Perot (FP) is the most common design
of EEL in use. Other designs such as Distributed Bragg Reflectors (DBRs), Distributed Feedback (DFB) and Broad Area Laser Diodes (BALDs), have been designed improving parameters that make them suitable for specific applications.
• Package: there is also a wide range of package types including TO can, butterfly, pigtail and direct chip on submount, depending on the application.
For the integrators questions may arise across wide ranges of parameters. What is the right laser device for my application? Which parameters are most important? Applications define device specifications
and several technical parameters must be taken into account, including wavelength, power output, spectral resolution, light beam quality and optical intensity.
Understanding the application requirement and evaluating EEL parameters is therefore key to make the right decisions in terms of investments. This is even more important as EEL price varies widely depending on design and technical parameters.
This report presents an in-depth analysis of EEL technology, detailing different possible designs and their pros/cons as well as their usage, challenges at manufacturing level, key attributes/parameters and suitability with the different applications.
Edge Emitting Lasers (EEL) supply/value chain models Datacom example*
(Yole Développement, April 2019)
Note: Telecom supply/value chain differs mostly at the equipment and operator levels*Non-exhaustive list of companies
SUmodel 1
SUBSTRATE EPITAXY DEVICE TRANSCEIVER EQUIPMENT OPERATOR
And more…
And more…
And more…And more…
And more…
SUmodel 2
SUmodel 3
SUmodel 4
SUmodel 5
Edge Emitting Lasers (EEL) - Applications vs. Technical parameters
(Yole Développement, April 2019)1
Industrialapplications
Optical communication
Display & Lighting
applications
Medicalapplications
Sensing applications Face LiDAR
recognition
Coherence lengthSpectral resolution
Bandpass of the filters Beam quality
Beam profileOptical intensity
BrightnessPower (single emitter)
Critical Lessimportant Not important
Wavelength
Output power
Types of EEL
NIR VIS NIR-IR NIR NIR VIS-NIR-IR
Low High / Very HighHigh HighMidMid
DFB, DBR FP, BALD FP, BALD FP, DFB FP, BALD, DFB BALD
PARAMETERS
APPLICATION REQUIREMENTS
NO SINGLE INDUSTRIAL PLAYER CAN TARGET ALL APPLICATIONS – TOO MANY DIFFERENT SPECIFICATIONS
The EEL business has a bright future but represents also a challenging market for the industry. There is a large variety of applications and system and device specifications, as well as a strong competitive landscape at the technology level, between direct diodes, fiber lasers, CO2 laser, DPSSLs and excimer lasers.
Consequently, the EEL industry is highly fragmented and diversified. Each application addresses a specific supply/value chain, and different positions have to be developed by industrials to access different markets. Leading players in the material processing domain are vertically integrated from EEL device to laser system, for example making laser dicers, as customers require turnkey solutions for their specific manufacturing process. For sensing or lighting applications, the trend is for companies to be much more specialized, as in pure EEL device manufacturers, as there are still plenty of challenges at device level with increasing performance, beam shaping, and decreasing cost. Another good example is the datacom industry, which highlights a diversity of positioning along the supply chain.
This report presents an analysis of the EEL industry, highlighting global trends, detailing the supply chain and key players for major applications, as well as business models and recent mergers and acquisitions.
MARKET & TECHNOLOGY REPORT
COMPANIES CITED IN THE REPORT (non exhaustive list)
3SPTechnologies, Access Pacific Ltd., Adtech Optics, Advanced Laser Diode Systems , Akela Laser Corp., Allwave Lasers, Alpes Lasers, Amonics, Applied Optoelectronics, Arima Lasers, Bright Solutions, Broadcom, Brolis Semiconductors, BWT, Canadian Photonics Fabrication Centre - Unit of National Research Council of Canada, Changchun New Industries (CNI) Optoelectronics Technology, Coherent – DILAS – Rofin-Sinar Technologies, Compound Photonics, CST Global Ltd, DenseLight Semiconductors Pte., Diode Laser Concepts, Eagleyard Photonics, Eblana Photonics, Egismos Technology, Emcore, Fiibercom, FITEL - Furukawa, Focuslight, Gooch & Housego, Hamamatsu, II-VI - Finisar, II-VI Laser Enterprise, Innolume, Innovative Photonic Solutions, InPhenix, Intense Photonics, IPG Photonics, Jenoptik, Laserline, LaserMaxDefense, LasersCom, Lasertel, LDX Optronics, Lumentum - Oclaro, Lumics, Masimo Semiconductor, Mitsubishi Electric, Modulight , Monocrom, nanoplus, Necsel, Newport Corp. - MKS Instruments, Nichia, nLIGHT Corporation, NOLATECH, Norcada, Norlase, Northrop Grumman Cutting Edge Optronics (CEO), OPTOENERGY, Optoway Technology, OSI Laser Diode, Osram, Panasonic Semiconductor Solutions Co., PD-LD, Pegasus Laser systeme, Photodigm, QD Laser, QPC Lasers, QSI, Quantel, Quantum Light Instruments, Redfern Integrated Optics (RIO), Rohm, Sacher Lasertechnik LLC, Seminex, Sharp, Sheaumann Laser, SLD Laser, Sony Semiconductor Solutions, Source Photonics, Sumitomo Electric, Thorlabs, Toptica Photonics, Trumpf, UnikLasers, Union Optronics, Ushio Opto Semiconductors, Vescent Photonics, Vortran Laser Technology, Wavespectrum Laser, World Star Tech, WTD, XLT HIGH POWER Semiconductor Lasers, Z-Laser Optoelektronik and more...
RELATED REPORTSBenef i tf romourBundle&AnnualSubscriptionoffersandaccessouranalysesatthebestavailablepriceandwithgreatadvantages
•LiDARforAutomotiveandIndustrialApplications2019
•GaAsWaferandEpiwaferMarket:RF,Photonics,LEDandPVApplications2018
•InPWaferandEpiwaferMarket–PhotonicandRFApplications2019
•ValeoSCALALaserScanner•AutomotiveRadarComparison2018
Findallourreportsonwww.i-micronews.com
Martin Vallo, PhD is serves as aTechnology &Market Analyst specialized insolid-state lighting technologies, within thePhotonics, Sensing & Display division atYole Développement (Yole). With 9 years’experiencewithinsemiconductortechnology,Martin is involvedtoday inthedevelopmentof technology & market reports as well astheproductionofcustomconsultingprojectsatYole.PriorhismissionatYole,heworkedat CEA (Grenoble, France), with a missionfocused on the epitaxial growth of InGaN/GaNcore-shellnanowireLEDsbyMOCVDand their characterization for highly flexiblephotonic devices. Martin graduated fromAcademyofSciences,InstituteofElectricalEngineering(Slovakia)withanengineeringdegreeinIII-nitridesemiconductors.
AUTHORS
TABLE OF CONTENTS (complete content on i-Micronews.com)About the authors 7Report objectives 8Companies cited 9Acronyms 10Executive summary 11Introduction to Edge Emitting Laser (EEL) diode 39Edge Emitting Laser (EEL) diode market 52
> Global market analysis - Key market highlights per domain of application - 2017-2024 market volume (Munits) - 2017-2024 market revenue ($M)
> Market analysis by application > EEL ASP aspect
Edge Emitting Laser (EEL) applicationsOptical communication 80
> Fiber optic communication (FOC) > Benefits of fiber optics over metallic-based systems > Optical fiber technology > Analog vs. digital signals > 4-Level pulse amplitude modulation: PAM4 technology > Optical transceiver
Optical communication trends 112> Technological trends > Market trends > Drivers of optical communication technologies> Data centers
Optical communication – Silicon photonics 126
Medical applications 132> Focus on ophtalmology > Focus on dermatology > Focus on surgery > Focus on sentistry
Material processing 149Kilowatt material processing applications 153
> Focus on metal cutting > Focus on metal welding/brazing > Focus on cladding
Micro Material processing applications (Including marking) 163
> Focus on metal cutting > Focus on fine metal and other low power material
processing > Focus on semiconductor material processing > Focus on flat panel display material processing > Focus on marking and engraving > Focus on additive manufacturing (3D printing) > From IR to blue laser in some applications
Sensing applications 180 > Fiber optic sensing and telecom instrumentation > Ultrafast laser spectroscopy and mid-IR spectroscopy > Flow cytometry and machine vision > LiDAR and mobile 3D sensing
Display & lighting 207 > Display (applications, RGB laser sources) > Lighting (automotive lighting)
New applications > Emerging applications – Overview
Edge Emitting Laser (EEL) technology 225> Semiconductor laser - EEL vs. VCSEL (vs. LED) –
Classification, attributes> The different possible designs of EELs > Semiconductor laser structures – Basics, principles of
operations, lasing modes > Absorption spectrum > The case of EEL as a pump laser (vs. direct laser source) > Challenges: Epitaxy, front-end device processing, high
volume manufacturing > Application requirements
Edge Emitting Laser (EEL) industry 261
> Players mapping > Players positioning > Levels of integration: Wafer, package, system > Supply/value chain aspects > Recent trends
Pars Mukish holds amaster degree inMaterials Science & Polymers (ITECH -France)andamasterdegreeinInnovation& Technology Management (EM Lyon- France). Since 2015, Pars has taken onresponsibility for developing SSL andDisplayactivitiesactivitiesasBusinessUnitManager at Yole Développement (Yole).Pars is part of the Photonics, Sensing &DisplaydivisionatYole.Previously,hehasworkedasMarketingAnalystandTechno-EconomicAnalyst forseveralyearsat theCEA(FrenchResearchCenter).
ORDER FORMEdge Emitting Lasers - Market and Technology Trends 2019
SHIPPING CONTACT
First Name:
Email:
Last Name:
Phone:
PAYMENT
BY CREDIT CARD Visa Mastercard Amex
Name of the Card Holder:
Credit Card Number:
Card Verification Value (3 digits except AMEX: 4 digits): Expiration date:
BY BANK TRANSFERBANK INFO: HSBC, 1 place de la Bourse, F-69002 Lyon, France, Bank code: 30056, Branch code: 00170Account No: 0170 200 1565 87, SWIFT or BIC code: CCFRFRPP, IBAN: FR76 3005 6001 7001 7020 0156 587
RETURN ORDER BY • MAIL: YOLE DÉVELOPPEMENT, Le Quartz,
75 Cours Emile Zola, 69100 Villeurbanne/Lyon - France
SALES CONTACTS • Western US & Canada - Steve Laferriere:
+ 1 310 600-8267 – [email protected]• Eastern US & Canada - Chris Youman:
+1 919 607 9839 – [email protected]• Europe & RoW - Lizzie Levenez:
+ 49 15 123 544 182 – [email protected]• Japan & Rest of Asia - Takashi Onozawa:
+81-80-4371-4887 – [email protected]• Greater China - Mavis Wang:
+886 979 336 809 – [email protected]• Specific inquiries: +33 472 830 180 – [email protected]
(1) Our Terms and Conditions of Sale are available at www.yole.fr/Terms_and_Conditions_of_Sale.aspx The present document is valid 24 months after its publishing date: April 4, 2019
/
ABOUT YOLE DEVELOPPEMENT
BILL TO
Name (Mr/Ms/Dr/Pr):
Job Title:
Company:
Address:
City:
State:
Postcode/Zip:
Country*:
*VAT ID Number for EU members:
Tel:
Email:
Date:
PRODUCT ORDER - Ref YD19011Please enter my order for above named report: One user license*: Euro 5,990 Multi user license: Euro 6,490- The report will be ready for delivery from April 19, 2019- For price in dollars, please use the day’s exchange rate. All reports are
delivered electronically at payment reception. For French customers, add 20% for VAT
I hereby accept Yole Développement’s Terms and Conditions of Sale(1)
Signature:
*One user license means only one person at the company can use the report.
Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services, reverse engineering and reverse costing services and well as IP and patent analysis. With a strong focus on emerging applications using silicon and/or micro manufacturing, the Yole group of companies has expanded to include more than 80 collaborators worldwide covering MEMS and Image Sensors, Compound Semiconductors, RF Electronics, Solid-State Lighting, Displays, Software, Optoelectronics, Microfluidics & Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics and Batteries & Energy Management.The “More than Moore” market research, technology and strategy consulting company Yole Développement, along with its partners System Plus Consulting, PISEO and KnowMade, support industrial companies, investors and R&D organizations worldwide to help them understand markets and follow technology trends to grow their business.
CONSULTING AND ANALYSIS• Market data & research, marketing analysis• Technology analysis• Strategy consulting• Reverse engineering & costing• Patent analysis• Design and characterization of innovative optical systems• Financial services (due diligence, M&A with our partner)More information on www.yole.fr
MEDIA & EVENTS• i-Micronews.com website & related @Micronews e-newsletter• Communication & webcast services• Events: TechDays, forums…More information on www.i-Micronews.com
REPORTS• Market & technology reports• Patent investigation and patent infringement risk analysis• Structure, process and cost analysis• Cost simulation toolMore information on www.i-micronews.com/reports
CONTACTSFor more information about :• Consulting & Financial Services: Jean-Christophe Eloy ([email protected])• Reports: David Jourdan ([email protected]) Yole Group of Companies• Press Relations & Corporate Communication: Sandrine Leroy ([email protected])
© 2019
Yole Développement
From Technologies to Market
Source: Wikimedia Commons
2©2019 | www.yole.fr | About Yole Développement
YOLE DEVELOPPEMENT – FIELDS OF EXPERTISE
Life Sciences
& Healthcare o Microfluidics
o BioMEMS & Medical Microsystems
o Inkjet and accurate dispensing
o Solid-State Medical Imaging & BioPhotonics
o BioTechnologies
Power
& Wireless
o RF Devices & Technologies
o Compound Semiconductors & Emerging Materials
o Power Electronics
o Batteries & Energy Management
Semiconductor
& Software o Package,Assembly & Substrates
o Semiconductor Manufacturing
o Memory
o Software & Computing
Photonics,
Sensing & Display
o Solid-State Lighting
o Display
o MEMS, Sensors & Actuators
o Imaging
o Photonics & Optoelectronics
Semiconductor
& Software
Power & Wireless
Photonics,
Sensing
& Display
Life
Sciences &
Healthcare
3©2019 | www.yole.fr | About Yole Développement
4 BUSINESS MODELS
o Consulting and Analysis
• Market data & research,
marketing analysis
• Technology analysis
• Strategy consulting
• Reverse engineering & costing
• Patent analysis
• Design and characterization
of innovative optical systems
• Financial services (due
diligence, 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
o Monitors
• Monthly and/or Quarterly
update
• Excel database covering supply,
demand, and technology
• Price, market, demand and
production forecasts
• Supplier market shares
www.i-Micronews.com/reports
4©2019 | 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
5©2019 | 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
6©2019 | 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
7©2019 | www.yole.fr | About Yole Développement
SERVING THE ENTIRE SUPPLY CHAIN
Our analysts provide market analysis,
technology evaluation,
and business plans along the entire
supply chain
Integrators, end-
users and software
developers
Device manufacturers
Suppliers: material, equipment,
OSAT, foundries…
Financial investors, R&D centers
8©2019 | 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
9©2019 | www.yole.fr | About Yole Développement
o Over the course of more than 20 years, Yole Développement has grown to become a group of companies. Together with System Plus Consulting and KnowMade, we now
provide marketing, technology and strategy consulting, media and corporate finance services, reverse costing, structure, process and cost analysis services and well as
intellectual property (IP) and patent analysis. Together, our group of companies is collaborating ever closer and therefore will offer, in 2019, a collection of over 125 reports
and 10 new monitors. Combining respective expertise and methodologies from the three companies, they cover:
o If you are looking for:
• An analysis of your product market and technology
• A review of how your competitors are evolving
• An understanding of your manufacturing and production costs
• An understanding of your industry’s technology roadmap and related IPs
• A clear view supply chain evolution
Our reports and monitors are for you!
o Our team of over 70 analysts, including PhD and MBA qualified industry veterans from Yole Développement, System Plus Consulting and KnowMade, collect information,identify trends, challenges, emerging markets, and competitive environments. They turn that information into results and give you a complete picture of your industry’slandscape. In the past 20 years, we have worked on more than 2,000 projects, interacting with technology professionals and high-level opinion makers from the mainplayers of their industries and realized more than 5,000 interviews per year.
WHAT TO EXPECT IN 2019?In 2019 we will extend our offering with a new ‘monitor’ product which provides more updates on your industry during the year. The Yole Group of Companies is also buildingon and expanding its investigations of the memory industry. Moreover, in parallel, the Yole Group reaffirms its commitment to a new collection of reports mixing software andhardware and is increasing its involvement in displays, radio-frequency (RF) technology, advanced substrates, batteries and compound semiconductors. Discover our 2019program right now, and ensure you get a true vision of the industry. Stay tuned!
REPORTS COLLECTION
www.i-Micronews.com
• MEMS & Sensors
• RF devices & technologies
• Medical technologies
• Semiconductor Manufacturing
• Advanced packaging
• Memory
• Batteries and energy management
• Power electronics
• Compound semiconductors
• Solid state lighting
• Displays
• Software
• Imaging
• Photonics
10©2019 | www.yole.fr | About Yole Développement
OUR 2019 REPORTS COLLECTION (1/4)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
Market –Technology – Strategy – by Yole DéveloppementYole Développement (Yole) offers market reports including quantitative market forecasts,
technology trends, company strategy evaluation and indepth application analyses. Yole will
publish more than 55 reports in 2019, with our partner PISEO contributing to some of
the lighting reports.
Reverse Costing® – Structure, Process and Cost Analysis – by
System Plus ConsultingThe Reverse Costing® report developed by System Plus Consulting provides full
teardowns, including detailed photos, precise measurements, material analyses,
manufacturing process flows, supply chain evaluations, manufacturing cost analyses and
selling price estimations. The reports listed below are comparisons of several analyzed
components from System Plus Consulting. More reports are however available, and over
60 reports will be released in 2019.The complete list is available at www.systemplus.fr.
Patent Reports – by KnowMadeMore than describing the status of the IP situation, these analyses provide a missing link
between patented technologies and market, technological and business trends. They offer
an understanding of the competitive landscape and technology developments from a
patent perspective. They include key insights into key IP players, key patents and future
technology trends. For 2019 KnowMade will release over 15 reports.
The markets targeted are :
• Mobile & Consumer
• Automotive & Transportation
• Medical
• Industrial
• Telecom & Infrastructure
• Defense & Aerospace
• Linked reports are dealing with the same topic to provide
• a more detailed analysis.
11©2019 | www.yole.fr | About Yole Développement
OUR 2019 REPORTS COLLECTION (1/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
MEMS & SENSORS
o MARKET AND TECHNOLOGY REPORT
• Status of the MEMS Industry 2019 - Update
• Status of the Audio Industry 2019 - New
• Uncooled Infrared Imagers and Detectors 2019 – Update
• Consumer Biometrics:Technologies and Market Trends 2018
• MEMS Pressure Sensor Market and Technologies 2018
• Gas & Particle Sensors 2018
o STRUCTURE, PROCESS & COST REPORT
• MEMS & Sensors Comparison 2019
• MEMS Pressure Sensor Comparison 2018
• Particle Sensors Comparison 2019
• Miniaturized Gas Sensors Comparison 2018
o PATENT REPORT
• MEMS Foundry Business Portfolio 2019 - New
• Miniaturized Gas Sensors 2019 - New
PHOTONIC AND OPTOELECTRONICS
o MARKET ANDTECHNOLOGY REPORT
• Photonic Integrated Circuit 2019 - New
• LiDARs for Automotive and Industrial Applications 2019 - Update
• Silicon Photonics 2018
o PATENT REPORT
• Silicon Photonics for Data Centers: Optical Transceiver 2019 - New
• LiDAR for Automotive 2018
RF DEVICES AND TECHNOLOGIES
o MARKET ANDTECHNOLOGY REPORT
• RF GaN Market: Applications, Players, Technology,
and Substrates 2019 - Update
• 5G’s Impact on RF Front-End Module and Connectivity
for Cell Phones 2019 – Update
• 5G Impact on Wireless Infrastructure 2019
• Radar and Wireless for Automotive: Market and Technology
Trends 2019 - Update
• Advanced RF Antenna Market & Technology 2019 - New
• RF Standards and Technologies for Connected Objects 2018
o STRUCTURE, PROCESS & COST REPORT
• RF Front-End Module Comparison 2019 - Update
• Automotive Radar RF Chipset Comparison 2018
o PATENT REPORT
• Antenna for 5G Wireless Communications 2019 - New
• RF Front End Modules for Cellphones 2018
• RF Filter for 5G Wireless Communications: Materials and Technologies 2019
• RF GaN : Materials, Devices and Modules 2018
Update : 2018 version still available
12©2019 | www.yole.fr | About Yole Développement
OUR 2019 REPORTS COLLECTION (2/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
IMAGING
o MARKET AND TECHNOLOGY REPORT
• Status of the CIS Industry 2019: Technology
and Foundry Business - Update
• Imaging for Automotive 2019 - Update
• Neuromorphic Technologies for Sensing 2019 - Update
• Status of the CCM and WLO Industry 2019 – Update
• 3D Imaging & Sensing 2018
• MachineVision for Industry and Automation 2018
• Sensors for Robotic Vehicles 2018
o STRUCTURE, PROCESS & COST REPORT
• Compact Camera Modules Comparison 2019
• CMOS Image Sensors Comparison 2019
o PATENT REPORT
• Facial & Gesture Recognition Technlogies in Mobile Devices 2019 - New
• Apple iPhone X Proximity Sensor & Flood Illuminator 2018
MEDICAL IMAGING AND BIOPHOTONICS
o MARKET ANDTECHNOLOGY REPORT
• X-Ray Detectors for Medical, Industrial
and Security Applications 2019- New
• Microscopy Life Science Cameras: Market and Technology Analysis 2019
• Ultrasound technologies for Medical, Industrial
and Consumer Applications 2018
o PATENT REPORT
• Optical Coherence Tomography Medical Imaging 2018
MICROFLUIDICS
o MARKET ANDTECHNOLOGY REPORT
• Status of the Microfluidics Industry 2019 - Update
• Next Generation Sequencing & DNA Synthesis - Technology,
Consumables Manufacturing and Market Trends 2019 - New
• Organ-on-a-Chip Market & Technology Landscape 2019 - Update
• Point-of-Need Testing Application of Microfluidic Technologies 2018
• Liquid Biopsy: from Isolation to Downstream Applications 2018
• Chinese Microfluidics Industry 2018
o PATENT REPORT
• Microfluidic Manufacturing Technologies 2019 – New
INKJET AND ACCURATE DISPENSING
o MARKET ANDTECHNOLOGY REPORT
• Inkjet Printheads - Dispensing Technologies
& Market Landscape 2019 - Update
• Emerging Printing Technologies
for Microsystem Manufacturing 2019 - New
• Piezoelectric Materials from Bulk to Thin Film 2019 - New
• Inkjet Functional and Additive Manufacturing for Electronics 2018
o STRUCTURE, PROCESS & COST REPORT
• Piezoelectric Materials from Bulk to Thin Film Comparison 2019
Update : 2018 version still available
13©2019 | www.yole.fr | About Yole Développement
OUR 2019 REPORTS COLLECTION (3/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
BIOTECHNOLOGIES
o MARKET AND TECHNOLOGY REPORT
• CRISPR-Cas9 Technology: From Lab to Industries 2018
o PATENT REPORT
• Personalized Medicine 2019 – New
BIOMEMS & MEDICAL MICROSYSTEMS
o MARKET ANDTECHNOLOGY REPORT
• Medical Wearables: Market & Technology Analysis 2019 - New
• Neurotechnologies and Brain Computer Interface 2018
• BioMEMS & Non-Invasive Sensors: Microsystems for Life Sciences
& Healthcare 2018
o PATENT REPORT
• 3D Cell Printing 2019 - New
• Circulating Tumor Cells Isolation 2019 - New
• Nanopore Sequencing 2019 - New
SOFTWARE AND COMPUTING
o MARKET ANDTECHNOLOGY REPORT
• Artificial Intelligence Computing For Automotive 2019 - New
• Hardware and Software for Artificial Intelligence (AI)
in Consumer Applications 2019 - Update
• From Image Processing to Deep Learning 2019 - Update
• xPU (Processing Units) for Cryptocurrency, Blockchain, HPC
and Gaming 2019 – New
MEMORY
o MARKET AND TECHNOLOGY REPORT
• Status of the Memory Business 2019 - New
• MRAM Technology and Business 2019 - New
• Emerging NonVolatile Memory 2018
o STRUCTURE, PROCESS & COST REPORT
• Memory Comparison 2019
o PATENT REPORT
• Magnetoresistive Random-Access Memory (MRAM) 2019 - New
• 3D Non-Volatile Memory 2018
ADVANCED PACKAGING
o MARKET ANDTECHNOLOGY REPORT
• Fan Out Packaging Technologies and Market Trends 2019 - Update
• 3D TSV Integration and Monolithic Business Update 2019 - Update
• Advanced RF SiP for Cellphones 2019 - Update
• Status of Advanced Packaging 2019 - Update
• Status of Advanced Substrates 2019 - Update
• Panel Level Packaging Trends 2019 - Update
• System in Package (SiP) Technology and Market Trends 2019 - New
• Trends in Automotive Packaging 2018
• Thin-Film Integrated Passive Devices 2018
o STRUCTURE, PROCESS & COST REPORT
• Advanced RF SiP for Cellphones Comparison 2019
Update : 2018 version still available
14©2019 | www.yole.fr | About Yole Développement
OUR 2019 REPORTS COLLECTION (4/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
SEMICONDUCTOR MANUFACTURING
o MARKET ANDTECHNOLOGY REPORT
• Nano Imprint Lithography 2019 - New
• Equipment and Materials for Fan Out Packaging 2019 - Update
• Equipment for More than Moore: Thin Film Deposition
& Etching 2019 - New
• Wafer Starts for More Than Moore Applications 2018
• Polymeric Materials at Wafer-Level
for Advanced Packaging 2018
• Bonding and Lithography Equipment Market
for More than Moore Devices 2018
o STRUCTURE, PROCESS & COST REPORT
• Wafer Bonding Comparison 2018
o PATENT REPORT
• Hybrid Bonding for 3D Stack 2019 – New
SOLID STATE LIGHTING
o MARKET ANDTECHNOLOGY REPORT
• Status of the Solid State Light Source Industry 2019 - New
• Edge Emitting Lasers (EELS) 2019 - New
• Light Shaping Technologies 2019 - New
• Automotive Advanced Front Lighting Systems 2019 - New
• VCSELs - Technology, Industry and Market Trends 2019 - Update
• IR LEDs and Laser Diodes – Technology, Applications,
and Industry Trends 2018
• Automotive Lighting 2018: Technology, Industry and Market Trends
• UV LEDs - Technology, Manufacturing and Application Trends 2018
• LiFi: Technology, Industry and Market Trends 2018
o STRUCTURE, PROCESS & COST REPORT
• VCSEL Comparison 2019
o PATENT REPORT
• VCSELs 2018
DISPLAY
o MARKET ANDTECHNOLOGY REPORT
• Next Generation 3D Display 2019 - New
• Next Generation Human Machine Interaction (HMI)in Displays 2019 - New
• Micro-and Mini-LED Displays 2019 - Update
• QD and Wide Color gamut (WCG)
Display Technologies 2019 - Update
• Displays & OpticalVision Systems forVR,AR & MR 2018
o PATENT REPORT
• MicroLED Displays : Intellectual Property Landscape 2018
Update : 2018 version still available
15©2019 | www.yole.fr | About Yole Développement
OUR 2019 REPORTS COLLECTION (5/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
POWER ELECTRONICS
o MARKET ANDTECHNOLOGY REPORT
• Power SiC: Materials, Devices and Applications 2019 - Update
• Power Electronics for EV/HEV and e-mobility:
Market, Innovations and Trends 2019 - Update
• Status of the Power Electronics Industry 2019 - Update
• Discrete Power Packaging : Material Market
and Technology Trends 2019 - New
• Status of the Power ICs Industry 2019 - Update
• Status of the Passive Components for the Power Electronics
Industry 2019 - Update
• Status of the Inverter Industry 2019 - Update
• Status of the Power Module Packaging Industry 2019 - Update
• Wireless Charging Market Expectations
and Technology Trends 2018
• Power GaN 2018: Epitaxy, Devices, Applications
and Technology Trends
o STRUCTURE, PROCESS & COST REPORT
• Automotive Power Module Packaging Comparison 2018
• GaN-on-Silicon Transistor Comparison 2019
• SiC Transistor Comparison 2019
o PATENT REPORT
• Power SiC : Materials, Devices and Modules 2019 - New
• Power GaN : Materials, Devices and Modules 2019 – Update
BATTERY & ENERGY MANAGEMENT
o MARKET ANDTECHNOLOGY REPORT
• Status of the Rechargeable Li-ion Battery Industry 2019 - New
• Li-ion Battery Packs for Automotive and Stationary Storage
Applications 2019 - Update
o PATENT REPORT
• Battery Energy Density Increase: Materials
and Emerging Technologies 2019 - New
• Solid-State Batteries 2019 - New
• Status of the Battery Patents 2018
COMPOUND SEMI.
o MARKET ANDTECHNOLOGY REPORT
• Emerging Compound Semiconductor
Market & Technology Trends 2019 - New
• Status of the Compound Semiconductor Industry 2019 - New
• InP Materials, Devices and Applications 2019 - New
• GaAs Wafer and Epiwafer Market: RF, Photonics,
LED and PV Applications 2018
o PATENT REPORT
• GaN-on-Silicon Substrate: Materials, Devices
and Applications 2019 - Update
Update : 2018 version still available
16©2019 | www.yole.fr | About Yole Développement
OUR 2019 MONITORS COLLECTION (1/2)
Get the most updated overview of your market to monitor your strategy
Yole Développement, System Plus Consulting and KnowMade, all part of the Yole Group of Companies, are launching a collection of 10 monitors in 2019. The monitors aim to
provide updated market, technology and patent data as well dedicated quarterly analyses of the evolution in your industry over the previous 12 months. Furthermore, you can
benefit from direct access to the analyst for an on-demand Q&A and discussion session regarding trend analyses, forecasts and breaking news.
Topics covered will be compact camera modules (CCMs), advanced packaging, compound semiconductors, microfluidics, batteries, RF and memory.
MARKET MONITOR byYole Développement
A FULL PACKAGE:The monitors will provide the evolution of the market in units, wafer area and revenues.They will also offer insights into what is driving the business and a close look at what ishappening will also be covered in it.
The following deliverables will be included in the monitors:
• An Excel database with all historical and forecast data
• A PDF slide deck with graphs and comments/analyses covering the expected
evolutions
o ADVANCED PACKAGING – NEWThis monitor will provide the evolution of the advanced packaging platforms. It willcover Fan-Out Wafer Level Packaging (WLP), Fan-Out Panel Level Packaging (PLP),Wafer-Level Chip Scale Packaging (WLCSP), Flip Chip packaging platforms, and 2.5Dand 3D Through Silicon Via (TSV) integration. Frequency: Quarterly, starting from Q32019
o COMPOUND SEMI. – NEWThis monitor will describe how the compound semiconductor industry is evolving. Itwill offer a close look at GaAs, InP, SiC, GaN and other compounds of interestproviding wafer volumes, revenues, application breakdowns and momentum.Frequency: Quarterly, starting from Q3 2019
o CAMERA MODULE – NEWThis monitor will provide the evolution of the imaging industry, with a close look atimage sensor, camera module, lens and VCM. Volumes, revenues and momentum ofcompanies like Sony, Samsung, Omnivision and OnSemi will thus be analysed.Frequency: Quarterly, starting from Q3 2019
o MEMORY – UPDATEFor the memory industry you can have access to a quaterly monitor, as well as anadditional service, a monthly pricing. Both services can be bought seprately:
• DRAM Service: Including a quarterly monitor and monthly pricing.
• NAND Service: Including a quarterly monitor and monthly pricing.
REVERSETECHNOLOGY MONITOR by System Plus Consulting
o SMARTPHONES – NEWTo stay updated on the latest components, packaging and silicon chip choices of the smartphone makers, System Plus Consulting has created its first Smartphone ReverseTechnology monitor. This year, get access to the packaging and silicon content database of at least 20 different flagship smartphones – more than five per quarter. Starting at thebeginning of 2019, the monitor will include an Excel database report for each phone and a quarterly comparison.
17©2019 | www.yole.fr | About Yole Développement
OUR 2019 MONITORS COLLECTION (2/2)
Get the most updated overview of your market to monitor your strategy
PATENT MONITOR by KnowMade
A FULL PACKAGE:Starting at the beginning of the year, the KnowMade monitors include the following deliverables:
• An Excel file including the monthly IP database of:
• New patent applications
• Newly granted patents
• Expired or abandoned patents
• Transfer of IP rights through re-assignment and licensing
• Patent litigation and opposition
• Quarterly report including a PDF slide deck with the key facts & figures of thequarter: IP trends over the three last months, with a close look to key IP players andkey patented technologies.
o GaN for Power & RF ElectronicsWafers and epiwafers, GaN-on-SiC, silicon, sapphire or diamond, semiconductordevices such as transistors, and diodes, devices and applications including converters,rectifiers, switches, amplifiers, filters, and Monolothic Microwave Integrated Circuits(MMICs), packaging, modules and systems.
o GaN for Optoelectronics & PhotonicsWafers and epiwafers, GaN-on-sapphire, SiC or silicon; semiconductor devices suchas LEDs and lasers; and applications including lighting, display, visible communication,photonics, packaging, modules and systems.
o Li-ion BatteriesAnodes made of lithium metal, silicon, and lithium titanate (LTO); cathodes made ofLithium Iron Phosphate (LFP), Nickel-Manganese-Cobalt (NMC), Lithium NickelCobalt Aluminium Oxide (NCA), Lithium Nickel Metal Dioxide (LiNiMO2), LithiumMetal Phosphate (LiMPO4), and Lithium Metal Tetroxide (LiMO4); electrolytesincluding liquid, polymer/gel, and solid inorganics; ceramic and other separators;battery cells including thin film/microbattery, flexible, cylindrical and prismatic; andbattery packs and systems.
o Post Li-ion BatteriesBattery technologies including redox-flow batteries, sodium-ion, lithiumsulfur, lithium-air, and magnesium-ion, and their supply chains, including electrodes, electrolytes,battery cells and battery packs/systems.
o Solid-State BatteriesSupply chain including electrodes, battery cells, battery packs/systems andelectrolytes, including polymer, inorganic and inorganic/polymer, inorganic materials,including argyrodites, LIthium Super Ionic CONductor, (LISICONs), Thio-LISICONs,sulfide glasses, oxide glasses, perovskites, anti-perovskites and garnets.
o RF Acoustic Wave FiltersIncluding Surface Acoustic Wave (SAW), Temperature Compensated (TC)- SAW, BulkAcoustic Wave- Free-standing Bulk Acoustic Resonator (BAWFBAR), BAW-Solidly-Mounted Resonator (BAW-SMR), and Packaging.
o RF Power AmplifiersIncluding Low Noise Amplifiers, Doherty Amplifiers, Packaging, and Millimeter-Wavetechnology.
o RF Front-End Modules
o MicrofluidicsFrom components to chips and systems, including all applications.
18©2019 | 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.
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
@Micronews e-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 Director
19©2019 | 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
• Chris Youman, Senior Sales Director for Eastern US & Canada
Email: [email protected] – +1 919 607 9839
• Japan & Rest of Asia:
• Takashi Onozawa, General Manager, Asia Business
Development (India & ROA)
Email: [email protected] - +81 34405-9204
• Miho Othake, Account Manager (Japan)
Email: [email protected] - +81 3 4405 9204
• Itsuyo Oshiba, Account Manager (Korea & Singapore)
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 partnership with 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 CUSTOM PROJECT SERVICES
• Jérome Azémar, Technical Project Development Director
Email: [email protected] - +33 6 27 68 69 33
o GENERAL
• Camille Veyrier, Director, Marketing & Communication
Email: [email protected] - +33 472 83 01 01
• Sandrine Leroy, Director, Public Relations
Email: [email protected] - +33 4 72 83 01 89 / +33 6 33 11 61 55
• Email: [email protected] - +33 4 72 83 01 80
Follow us on