IR LEDs and VCSELs - Technology, Application and Industry Trends - From Technologies to Market - OIC

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IR LEDs and VCSELs - Technology, Application and Industry Trends - From Technologies to Market - OIC
From Technologies to Market

 IR LEDs and
   VCSELs -

                                              Courtesy of Joanie Lemercier
  Technology,
Application and
Industry Trends

                                     Sample
IR LEDs and VCSELs - Technology, Application and Industry Trends - From Technologies to Market - OIC
OBJECTIVES OF THE REPORT

                    • UNDERSTAND GLOBAL LANDSCAPE RELATED TO IR LEDS AND LASERS!

                    • REVIEW ALL APPLICATIONS OF IR LEDS AND LASERS, WITH INSIGHTS ON PRINCIPLE,
                      TECHNOLOGY,TECHNICAL REQUIREMENTS,TRENDS, KEY PLAYERS (…)!
A better               • Detailed technical and market analysis of IR LED and laser applications, with in-depth analysis of
comprehension            emerging applications!
of forces driving
the IR light        • ANALYZE IR LED AND LASER LIGHT SOURCES (TECHNOLOGY, INDUSTRY...), AND THEIR
source market,        INTEGRATION INTO SENSORS / MODULES!
technology and
industry!
At short,           • ANALYZE IR LIGHT SOURCES MARKET FORECAST (2010 - 2022), WITH INSIGHTS ON 2023 -
middle… but           2027 TREND!
also long term!        • Detailed analysis per light source (IR LEDs and IR lasers)!

                    • ANALYZE IR SYSTEMS ROADMAP AND IMPACTS ON IR LIGHT SOURCE MARKET AND
                      INDUSTRY!

                                                                                                ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   2
IR LEDs and VCSELs - Technology, Application and Industry Trends - From Technologies to Market - OIC
REPORT METHODOLOGY

       Market forecast methodology

                                     Market segmentation methodology

                                              ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   3
IR LEDs and VCSELs - Technology, Application and Industry Trends - From Technologies to Market - OIC
REPORT METHODOLOGY

       Technology analysis methodology   Information collection

                                             ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   4
IR LEDs and VCSELs - Technology, Application and Industry Trends - From Technologies to Market - OIC
TABLE OF CONTENT (1/3)
o   OBJECTIVES OF THE REPORT                                           P5    o   IR LED / LASER LANDSCAPE                                                            P65
                                                                                     • From IR lamps to IR LEDs / lasers
o   AUTHORS OF THE REPORT                                              P6
                                                                                            •   Classification of IR wavelengths
o   GLOSSARY                                                           P7                   •   Overview of IR light sources
o   EXECUTIVE SUMMARY                                                  P8                   •   IR lamps - Overview of applications
                                                                                            •   IR LEDs / lasers - Definition & History
o   STATUS OF THE LED INDUSTRY AND RECENT TRENDS                       P40                  •   IR lamps vs. IR LEDs / lasers - From new light sources to new applications
      • Status of the LED industry                                                          •   Timeline of applications for IR LEDs / lasers
               •   History of the visible LED industry                              •   Classification of IR LED / laser applications
                        •   Market landscape
                                                                                            •   Classification by wavelength - Global analysis
                        •   Industrial landscape
                                                                                            •   Classification by wavelength and market segment - Focus on NIR
                        •   Key highlights
                                                                                            •   Classification by function
               •   2015 & 2016 in a nutshell
                                                                                                     •   Introduction
               •   Future trends                                                                     •   Segmentation matrix
               •   LED market trends                                                                 •   Global analysis
                        •   Displays                                                                 •   Focus on Detection
                        •   General lighting                                                •   Classification by light source
       •   Recent trends in the LED industry                                                •   Classification by package type
               •   Overview
               •   Application diversification - Automotive lighting         o   IR LED / LASER MARKET                                                               P86
               •   Product diversification (Level 2) - UV LEDs                       • Synthesis by application
               •   Conclusion                                                        • IR light source (LED and Laser Diode) market
                                                                                            •   Market volume (Munits)
o   PRELIMINARY DEFINITIONS AND PRINCIPLES                             P54                           •   Split by application
      • IR laser diodes - Taxonomy used in the report                                                •   Relative share by application
      • Incoherent light vs. Coherent light                                                 •   Market revenue ($M)
      • Modulation of light                                                                          •   Split by application
      • Structured light                                                                             •   Relative share by application
      • Time of Flight (ToF)                                                                •   Market volume (Munits) and revenue ($M) - Split by wavelength
               •   Introduction                                                             •   Market volume (Munits) and revenue ($M) - Split by light source
               •   3D time-of-flight arrays                                                 •   Market shares by light source - 2017 vs. 2022
               •   Trends
       •   Shutter - Global shutter vs. Rolling shutter

                                                                                                                              ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   5
IR LEDs and VCSELs - Technology, Application and Industry Trends - From Technologies to Market - OIC
TABLE OF CONTENT (2/3)
o   IR LED / LASER MARKET                                                P86                              •   High value applications (2/2)
        • IR LED market                                                                                           •   Night vision systems
               •    Market volume (Munits) - Split by application                                                 •   Driver monitoring systems
               •    Market revenue ($M) - Split by application
                                                                                                                  •   Eye tracking systems
               •    Market volume (Munits) and revenue ($M) - Split by package power
               •    Market volume (Munits) and revenue ($M) - Split by package type                               •   Gesture recognition systems
       •   IR laser diode market                                                                                  •   Machine vision systems
               •    Market volume (Munits) and revenue ($M) - Split by application                                •   Spectroscopy systems
               •    Market volume (Munits) and revenue ($M) - Split by laser type                                 •   3D cameras / imaging
       •   10 years trend                                                                                 •   Low value applications
               •    2017 - 2022 growth trends for high volume applications
                                                                                                                  •   Remote control
               •    2017 - 2022 growth trends for high revenue applications
                                                                                                                  •   Movie pirating
               •    2017 - 2022 relative growth of major applications
               •    New applications                                                                              •   Tilt sensors
               •    2017 - 2027 IR light source (LED and laser diode) market revenue trend                        •   Blind spot sensors
                                                                                                                  •   Traffic pre-emption systems
o   IR LED / LASER APPLICATIONS                                                              P119
        • Introduction                                                                                            •   Smoke detectors
               •    High value applications vs. Low value applications                                            •   Photo interrupters
               •    The case of optical communication                                                             •   Pulse oximeters
       •   High value applications (1/2)                                                                          •   Heart rate sensors
               •    Horticultural lighting                                                                        •   Adaptive cruise control systems
               •    Proximity sensors
                                                                                                                  •   Rain sensors
               •    Blood Pressure sensors
                                                                                                                  •   Lane departure warning systems
               •    Blood Glucose monitors
               •    LIDAR                                                                                         •   Touch screen displays
               •    Autofocus systems                                                                             •   Occupancy sensors
               •    Gas sensors
                                                                                                    o   IR SYSTEMS ROADMAP                                                             P226
               •    Surveillance cameras
               •    Biometric sensors / Vein recognition                                                    • Smartphone
               •    Biometric sensors / Iris Recognition                                                          •   IR LED / IR laser systems and players in smartphones
               •    Biometric sensors / Face recognition                                                          •   Roadmap - Increasing functionalities in smartphones
               •    Number plate recognition systems                                                              •   Roadmap - Evolution of sensors in smartphones
                                                                                                                  •   Future of smartphones - 3D camera / Iris & Gesture recognition / Spectroscopy

                                                                                                                                                ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE     6
IR LEDs and VCSELs - Technology, Application and Industry Trends - From Technologies to Market - OIC
TABLE OF CONTENT (3/3)
o   IR SYSTEMS ROADMAP                                                   P226                      o   INTEGRATION OF IR SOURCES IN PACKAGE                                                P270
        • Automotive                                                                                      • Technology trends
               •    IR LED / IR laser systems and players in automotive                                          •   From optoelectronic to photonic
               •    Roadmap - Increasing functionalities in automotive                                           •   Two different paths in integration - Smarter or smaller?
               •    Future of automotive - 3D camera / Iris recognition / Gesture recognition                    •   System development - Complexity vs. Miniaturization
       •   Gas sensing                                                                                           •   Focus on smartphones
               •    IR LED / IR laser systems in gas sensors (1/2)                                                          •   Global trend
               •    Roadmap - Technology for portable system - MOS vs. NDIR                                                 •   Evolution of sensors quantity (2007 vs. 2021)
               •    Roadmap - Miniaturization aspects - Case of eLichens Optical MEMS sensors                               •   Sensor fusion
               •    Future of gas sensing - Reduced power consumption / Increased lifetime / (…)                            •   The case of proximity sensor
       •   3D imaging / sensing                                                                                             •   The case of camera
               •    Consumer - Overview of front 3D ToF camera opportunities                                     •   Focus on automotive
               •    Consumer - 3D ToF for video call and morphing                                                           •   Global trend
               •    Consumer - 3D ToF imaging for biometry                                                                  •   Sensor fusion
               •    Consumer - Google Tango project (1/2)                                                                   •   The case of autonomous vehicle
               •    Consumer - Application using structured light principle
                                                                                                         •   Case studies
               •    Roadmap - Consumer - Comparison of 3D imaging technologies
                                                                                                                 •   Fujitsu Arrows NX F-04G iris authentication system
               •    Roadmap - Medical - Optical Coherence Tomography (OCT) (1/2)
                                                                                                                 •   Intel RealSense 3D camera module
               •    Future of 3D imaging / sensing
                                                                                                                 •   STMicroelectronics IR laser projector
o   IR LED / LASER LIGHT SOURCES                                                            P255                 •   Lenovo Phab2Pro 3D Time of Flight (ToF) camera
        • IR LEDs                                                                                                •   STMicroelectronics ToF proximity sensor in the Apple iPhone 7 Plus
               •    Introduction - Status of the LED industry                                                    •   Consumer Physics SCiO spectrometer
               •    Key manufacturers                                                                    •   Industry trends
               •    Manufacturing process
                                                                                                                 •   Status of the (IR) photonic industry
                         •   Focus on substrate and active layer
                         •   Focus on epitaxy / chip manufacturing
                                                                                                                 •   Key recent moves in the IR photonic industry
                         •   Focus on packaging                                                                  •   Strategies behind
               •    Key challenges                                                                               •   The current positioning within the industry
       •   IR laser diodes                                                                                       •   2022 business opportunities - The case of 3D imaging in consumer and mobile
               •    EEL and SEL / VCSEL compared to LED                                            o   CONCLUSION                                                                          P297
               •    Key manufacturers
               •    Key challenges                                                                 o   PRESENTATION OF YOLE DEVELOPPEMENT                                                  P300

                                                                                                                                                    ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   7
IR LEDs and VCSELs - Technology, Application and Industry Trends - From Technologies to Market - OIC
AUTHORS OF THE REPORT
      Pars MUKISH (Business Unit Manager - Solid State Lighting & Display -Yole Développement)
      • Pars MUKISH holds a master’s degree in Materials Science & Polymers from ITECH in France and a master’s degree in
        Innovation & Technology Management from EM Lyon, also in France. He works at Yole Développement, the "More than Moore"
        market research and strategy consulting company, as Senior Market and Technology Analyst in the fields of LED, OLED, Lighting
        Technologies, and Displays, carrying out technical, economic, and marketing analyses. In 2015, Pars was named Business Unit
        Manager for Solid State Lighting and Display activities.
      • Previously, he worked as Marketing Analyst and Techno-Economic Analyst for several years at CEA, a French research center.

      Pierrick BOULAY (Market & Technology Analyst - LED/OLED and Lighting Systems - Yole Développement)
      • Pierrick BOULAY works as a Market and Technology Analyst in the fields of LED, OLED, and Lighting Systems, carrying out
        technical, economic, and marketing analysis at Yole Développement, the "More than Moore" market research and strategy
        consulting company. He has experience in LED lighting, including general and automotive lighting, and OLED lighting.
      • Prior to Yole Développement, Pierrick worked in several R&D departments for LED lighting applications. He holds a master’s
        degree in Electronics from ESEO in France.

                                                                                                   ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   8
IR LEDs and VCSELs - Technology, Application and Industry Trends - From Technologies to Market - OIC
Sample

         9
IR LEDs and VCSELs - Technology, Application and Industry Trends - From Technologies to Market - OIC
RECENT TRENDS IN THE LED INDUSTRY
            Overview
                     • General Lighting is no more a BLUE OCEAN due to strong price pressure and intense competition!
                     • In this depressed environment, several players have therefore decided to develop new strategies in order to differentiate from
                       mainstream players and reap higher margin levels (through new relays of growth):

New relays of        • As a consequence, most of the players of the industry are looking at new relay of growth and with different strategies:
growth are
required for LED           • Product diversification (level 1) - What is beyond traditional package?
manufacturers to            Towards new package types: chip on board (COB) LEDs, LED Filaments, flip chip (FC) LEDs and chip-scale package (CSP) LEDs.
survive.                   • Application diversification - What is out of general lighting and display applications?
Players already             Towards niche applications: automotive lighting, horticultural lighting (…).
looking at what is   • Other players are developing totally disruptive strategies for new growth relays:
beyond visible
LED (UV LED, IR            • Product diversification (level 2) - What is beyond visible LED?
LED…) and even              Towards non-visible LEDs: UV LEDs and IR LEDs.
what is beyond             • Vertical integration - What is beyond visible LED chip and package?
LED (Power                  Towards LED modules and LED system.
Electronics…).
                           • Activity diversification - What is beyond LED?
                            Toward Power Electronics.
                     • In this field, MicroLEDs are also a hot topic following Apple’s acquisition of Luxvue.

                                                                                                                       ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   10
LANDSCAPE - FROM IR LAMPS TO IR LEDS / LASERS
            Timeline of applications for IR LEDs / lasers

                     1960                    1970                     1980                          1990                     2000                  2010 and more
                                                                                                                                                                             Timeline of
                                                                                                                                                                             development
                                                Timeline represent first R&D toward these applications                                                                       TOWARD HIGH
                                                                                                                                                                             VOLUME
                                                                                                                                                                             APPLICATIONS
Strong market
pull for IR LEDs /                                                                                       • Surveillance                                             • Eye tracking
lasers!                                                                                                    camera with          • Proximity                         • Gesture
                                                                                                           night vision           sensors                             recognition
Recent                   1961: Creation of       •   Photo interrupters
                                                                                                         • Adaptive cruise      • Lane departure                      systems
development of           IR LED                  •   Smoke detectors          • Remote controls
                                                                                                           control (ACC)          warning systems                   • Occupancy
                                                 •   Pulse oximeters          • IR touch screen
new /                                                                                                      systems              • Blind spot                          detectors
                         1962: Creation of       •   Traffic pre-               displays
breakthrough             IR laser                    emption systems
                                                                                                         • Automatic              detectors                         • Driver
applications /                                                                                             number plate         • Laser autofocus                     monitoring
functionalities is                                                                                         recognition            systems                             systems
                                                                                                           systems                                                  • (…)
driving the
integration of IR     • First developed applications were simple applications combining an IR LED and a photodetector to produce an "ON" or "OFF"
light sources.          output signal like photo interrupters or smoke detectors.
                      • Other applications like LIDAR were developed using laser source for aero spatial and military applications. It took years to see this
                        application developed for consumer applications.
                      • The first big consumer applications using IR LED was the remote control one (in the 1980s), followed by surveillance
                        camera with night vision (in the 1990s - following the development of image sensors).
                      • Nowadays, development of new / smart functionalities in smartphone, medical, automotive (…) and development of
                        breakthrough devices / functions (i.e.: wearable, AR / VR) is driving IR LED / lasers towards new applications.
                                                                                                                                    ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE      11
LANDSCAPE - CLASSIFICATION OF IR LED / LASER APPLICATIONS
        Classification by function - Global analysis

Functions:       DATA TRANSFER                  EMISSION                                     DETECTION

Sub-functions:                                                               SENSING                                     IMAGING

                 • Optical Communication   • Remote Control (i.e.:   •   Proximity Sensor                        •   Surveillance Camera
                                             emitter side)           •   XX                                      •   XX
                                           • XX                      •   XX                                      •   XX
                                           • Movie Pirating          •   Traffic Pre-Emption Syst.               •   Biometric Sensor / Face
                                                                     •   XX                                          Recognition
                                                                     •   XX                                      •   XX
                                                                     •   Pulse Oximeter                          •   Occupancy Sensor
                                                                     •   XX                                      •   XX
Applications:                                                        •   Blood Pressure Sensor                   •   Driver Monitoring Syst.
                                                                     •   XX                                      •   XX
                                                                     •   XX                                      •   XX
                                                                     •   XX                                      •   XX
                                                                     •   LDW System                              •   XX
                                                                     •   XX                                      •   XX
                                                                     •   XX
                                                                     •   XX
                                                                     •   Gas Sensor

                                                                                              ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   12
IR LED / LASER MARKET - SYNTHESIS BY APPLICATION (4/5)
                                                   IR Light                   Development       2017 IR Light    2022 IR Light    CAGR
   Application          IR Light Function                        Wavelength                                                                   Key Players1                      Comments
                                                    Source                       Status        Source Market    Source Market    2017-2022

   Biometric              To use vascular
 Sensors - Vein             patterns as                IR LED      760nm           XX              $XXM             $XXM          +40.5%     Hitachi, XX (…) XX
  Recognition            identification data

   Biometric            To use patterns of
                                                                                                                                             Fujitsu, XX, XX,
  Sensors - Iris            the iris as                                                                                                                      Iris recognition and face recognition are
                                                                                                                                                  XX (…)
  Recognition           identification data                      XXnm and                                                                                    likely to be integrated in the same device
                                                       IR LED    XXnm, or     Commercialized       $XXM             $XXM          +XX%                       (using same IR light) for volume
   Biometric            To use patterns of                       XXnm only                                                                                   applications (such as smartphones), and
                                                                                                                                             XX, Suprema, XX with development of mobile payments
 Sensors - Face            the face as
                                                                                                                                                   (…)
  Recognition           identification data

                                                                                                                                                                 Fast growth in US and China -
 Number Plate            To automatically
                                                                  850nm or                                                                      XX, Pelco ,      Moderated growth in Europe which is
  Recognition            identify number               IR LED                 Commercialized       $0.7M            $1.7M         +20.1%
                                                                   940nm                                                                         XX(…)           more mature (i.e.: technology already
   Systems                    plates
                                                                                                                                                                 adopted since a long time)

   Occupancy           To detect and classify           XX
                                                                   XXnm           R&D            No Market       $XXM (Total)       NA       Hamamatsu (…) XX
    Sensors               seat occupant                 XX

                                                                                                                                                             FIR is preferred nowadays - Fusion with
  Night Vision          To enable low light            IR LED                                                                                                NIR was introduced, allowing for
                                                                   XXnm       Commercialized       $XXM             $XXM           +4.5%     XX, Autoliv (…)
   Systems                or night vision               IR EEL                                                                                               detection of pedestrian - But this could
                                                                                                                                                             be replaced by LIDAR
                          To enables gaze                                                                                                                        Today, mostly used for DFW and sell as
Driver Monitoring       target recognition,                       XXnm or                                                                      Morpho, XX,       high-end option - Fast growth expected
                                                       IR LED                 Commercialized       $XXM             $XXM           +4.8%
    Systems                 drowsiness                             XXnm                                                                        Harman (…)        with the development of autonomous
                         classification (…)                                                                                                                      cars

                   1. Sensor / Module / System Level                                                                                             ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE       13
REMOTE CONTROL                                                                                                                            EMISSION

  IR blasters in smartphones, tablets and smartwatches

                                                                  IR Blaster

         Smartphones                                               Tablets                                                      Smartwatch

                                                              •   Motorola -
     •    Samsung - Galaxy                                                                                                  •     Samsung Gear
                                                                  Xyboard
          S6                                                                                                                •     Samsung Gear 2
     •    LG - G5                                             •   Sony - Xperia Z2
     •    HTC - One M9+                                           Tablet
     •    ZTE - Nubia Z11                                     •   Samsung - Galaxy
     •    Oppo - Mirror 5s                                        Tab 4 7.0
     •    Sony - Xperia Z                                     •   LG - G Pad X 8.0
     •    Honor - 8                                           •   Medion - Lifetab
     •    Huawei - P9 plus                                    •   Mobicel - Cherry
     •    Xiaomi - Max
     •    Ulefone - Power
                                                                       LG G Pad with remote control application
     •    Lenovo - Vibe X3                                                                       (Source: LG)              Samsung Gear 2 with WatchON
     •    Panasonic - P55                                                                                                       Remote application
          Novo                                                                                                                   (Source: Samsung)
     •    Letv - LeMax

                    Oppo smartphone with remote application
                                            (Source: Oppo)
                                                                                                                  ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   14
DETECTION /
PROXIMITY SENSORS                                                                                                                        SENSING
   Analysis (3/3)                                                                                                                       PHOTODIODE

   Characteristics:
   • This application uses IR LEDs with a peak sensitivity wavelength at 940nm.
   • As proximity sensor are used in smartphones, proximity sensor manufacturers need to use low profile                     Discrete sensor
     IR LEDs.                                                                                                           ALS/proximity sensor
         •   Thickness of IR LED is ~1mm.
         •   Radiant intensity is low (~2mW/sr) because the user will be detected at a few centimeters from the
             smartphone.
                                                                                                                                    2-in-1 sensor
   • This technology is low cost and has a low power consumption (10 - 50mA).                                            ALS + proximity sensor
                                                                                                                                              OR
   Trends:                                                                                                               Proximity sensor + LED

   • Smartphone integrate different types of sensors, such as:
         •   An Ambient Light Sensor (ALS) to automatically adjust backlight of the screen.
         •   A proximity sensor to turn off the display.
                                                                                                                          3-in-1 sensor or
         •   A RGB sensor that have the ability to sense each RGB component of light.
                                                                                                                               « module »
   • Current trend is to include more functions in a single package to decrease total OEM integration                    ALS + proximity
     process and cost, and decrease the form factor of the sensor ( Toward Sensor Fusion).                              sensor + IR LED
         •   Today, most of the products have a 2-in-1 or a 3-in-1 package.
         •   New development would include other functions in this package like gesture detection (…).
   • Such trend (i.e.: sensor fusion) will also push for VCSEL technology to have proximity sensing +
     gesture recognition functions for example (…).
         •   Some proximity sensors already integrate an IR VCSEL in commercial products.

                                                                                                                  ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   15
DETECTION /
BLOOD GLUCOSE MONITORS                                                                                                                    SENSING
  Synthesis (description, requirements, market insights…)                                                                            PHOTODIODE +
                                                                                                                                    DATA PROCESSING

   DESCRIPTION:                                                                                                  IR LIGHT SOURCE TYPE:
   • Blood glucose monitors are used to measure the amount of glucose in blood, especially for patients          • IR LED
     with symptoms of abnormally high (hyperglycaemia) or low (hypoglycaemia) blood glucose levels.

   TECHNICAL REQUIREMENTS:                                                            MARKET INSIGHTS:
   • Wavelength: XXnm (NIR)                                                           • Development status: XX - XX
   • Optic: Narrow beam angle                                                         • Competitive technologies: Invasive glucometer with a blood
   • Other: XX                                                                          drop
                                                                                      • Cost aspects: Non Available
                                                                                      • Challenges:To provide an accurate and reliable measurement.
                                                                                      • Trends: Emerging - Allow for non-invasive sensing - Research are
                                                                                        focused on non invasive methods - Not adapted yet to clinical
   ASSOCIATED COMPONENTS:                                                               settings
   • Photodiode
   • Data processing

   PLAYERS:                                                                          MARKET FORECAST:
   • Cnoga Medical (…)                                                               • 2017 IR Light Source Market: $XXM
                                                                                     • 2022 IR Light Source Market: $XXM
                                                                                     • CAGR 2017-2022: +171%

                                                                                                                   ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   16
IR LIGHT SOURCE MARKET (LED AND LASER DIODE)
         Total market revenue ($M) - Split by application (1/2)

IR light source
market is
expected to
grow from
~$XXM in 2017
to ~$XXM in
2022!
CAGR 2017 -
2022 = 19%

                                                                  ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   17
10 YEARS TREND
            2017 - 2022 relative growth of major applications

                                         MARKET THAT WILL BOOM DURING THE
                      CAGR 2017-2022             2022 - 2027 PERIOD

Some applications
will generate large
revenues and strong
growth rates during
the next 5 years…                                                 Market that will boom
But some others                                                   during the 2017 - 2022
(like XX, XX or                                                           period
XX) are just
emerging and
expected to boom
in the next 10
years.

                                                                                                                      2022
                                                                                                                      Market
                                                                                                                      ($M)

                                                                          ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE    18
IR SYSTEMS ROADMAP - SMARTPHONE
          IR LED / IR laser systems and players in smartphones

                                                                 PROXIMITY SENSOR
                                                  INTERFACE
                                                                 XX

XX and 3D
imaging
represent the           XX
next value                                                                                                EYE / IRIS
proposition in          XX
                                  OPTICAL                        SECURITY                                 RECOGNITION
smartphones.
                  AUTOFOCUS

                                            XX   ENVIRONMENT

                                                                      ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   19
IR SYSTEMS ROADMAP - SMARTPHONE
          Roadmap - Increasing functionalities in smartphones

                                                         Market introduction           Market acceptance
                        XX                LEGEND:
                                                                                  XX
                                                                                                                                                                      Gas Detect.

                                                                                                                                                    Gaming & 3D Avatar
                    3D CAMERA
                                                                                                                                                  Enhanced Communication

                                                                                                                                                                  XX
                        XX
                                                                                                                                           XX

A proliferation         XX                                                                                                   XX & XX
of functions
using different
                        XX                                                                                                       XX
type of IR based
sensors.
                     PROXIMITY
                      SENSOR
                                                                                       Screen Turn Off (during phone call)

                   • Since few years, many functionalities using IR light sources were developed in smartphones.
                   • Applications are no longer basic like proximity sensor using a simple photodetector combined with an IR LED. New
                     applications are more complex now using data processing and new light sources like laser diode and / or VCSEL.

                                                                                                                             ©2017 | www.yole.fr | IR LEDs and Lasers | SAMPLE   20
IR SYSTEMS ROADMAP - 3D IMAGING / SENSING
          Future of 3D imaging / sensing
                    Technology                                   Active sensing requiring structured light or ToF sensor!
                         X                                       There’s a huge need for IR illumination working closely with the sensor!
                  Market footprint
                                     2D imaging                                                                                                  XX and XX
                                     luminance                3D imaging                                                                         imaging
                                                              depth                                                                              should create
Towards the
                                                                                                                                                 more
increasing
importance of                                                                                                                                    opportunities
the tandem:                                                                                                                                      for IR
Sensor +                                                                                                                                         illumination!
Illumination!                                                                                                                                    Opportunities
                                                                                                                                                 not existing
And several
                                                                                                                                                 yet!
opportunities
have not yet
emerged for XX.

                                 Visible &              Time of flight           XX                   XX
                                   NIR
                                                     Stereo               XX            Event-based    Hyperspectral

                                 1960     40 years   2000      20 years   2020   10 years   2030   5 years   2035        beyond

                                        Acceleration - The speed of “technology change” doubles every technology shift
                                                                                                                   ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   21
INTEGRATION OF IR SOURCES IN PACKAGE - TRENDS
           Two different paths in integration - Smarter or smaller?
                  • As mentioned previously, there is an increasing market interest for photonic devices, sensors and modules in a wide range
                    of applications (including consumer, automotive, medical and industrial).
                  • For example, LIDARs are becoming essential elements for autonomous driving, non-dispersive IR sensors are enabling high
                    sensitivity gas detection in portable applications, Time of Flight (ToF) technologies make gesture recognition possible (…).
                  • All these technologies have in common the fact that they combine in a single package a light source (LED, laser diode…), a
                    detector and a data processing unit.
                  • While some companies focus on developing smaller and smaller devices (i.e.: miniaturization trend), others prefer to go into
                    another direction  Integrating more functions in the package or module.
Smarter or        • Winners are the ones who will be able to merge both approaches  More functions in a reduced package / module!
smaller? Two
different paths
in integration.
                       SMARTER

                                                                                SWEET SPOT!

                                                                                                                               Strategies in the optical
                                 Note that ams has acquired Heptagon in 2016                                                   sensor industry
                                 to get access to “light management”
                                 competences and become “smarter” in optical
                                 sensing. Also, in 2017, ams has acquired
                                 Princeton Optronics (VCSEL manufacturers) to
                                 get access to “light source” competences and
                                 is now “fully” integrated.
                                                                                                                      SMALLER
                                                                                                            ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   22
INTEGRATION OF IR SOURCES IN PACKAGE - TRENDS
            System development - Complexity vs. Miniaturization

Smartphone and
automotive
applications need
more and more
complex and
miniaturized
systems!
                     BASIC / DUMB
                                                                                     Applications driven by XX at the sensor /
XX and XX are                        Remote Controls        ANPR
                                                                                                   module level
also driving this
trend!                                                                        Applications driven by XX at the sensor /
                                      Surveillance                                          module level
                                       Cameras

                                                                            Basic applications requiring few
                                Movie Pirating                          development at the sensor / module level

                                                                      LOW
                      Horticulture                                    MINIATURIZATION
                       Lighting                                                                                                Time
                                                       TOWARD XX AND XX APPLICATIONS
                                                                                                 ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   23
INTEGRATION OF IR SOURCES IN PACKAGE - CASE STUDIES
          Fujitsu Arrows NX F-04G iris authentication system

Fujitsu Arrows
NX F-04G 
The first
smartphone
with iris
recognition
function!

                                                                                                     IR camera module
                                                                                                     cross section
                                                                                                     (Source: System Plus
                                 IR LED cross section                                                Consulting)
                                 (Source: System Plus
                                 Consulting)

                                                               ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE     24
INTEGRATION OF IR SOURCES IN PACKAGE - TRENDS
          Current companies’ positioning within the industry (non exhaustive)

                                         Sensor /                    Data
                         Illumination                     Optic                  Packaging                        Positioning
                                         Detector                  Processing

                                                    ams                                              FULL SOLUTION PROVIDER

                                         STMicro.                     STMicrolectronics          HETEROGENEOUS INTEGRATOR
Each player will
have to find its                                          Sony                                   FULLY INTEGRATED - No offer yet
position, added-
value and                               Hamamatsu                                                  SENSOR / MODULE PROVIDER
related product
portfolio /                                               Largan
structure!
                                                                   EM Marin

                            Epistar                                                                               SPECIALIST

                                                                                 Goertek

                                                                                   Jabil

          1. But no offer yet!                                                               ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   25
INTEGRATION OF IR SOURCES IN PACKAGE - TRENDS
         2022 business opportunities - The case of 3D imaging in consumer and mobile

                              XX                                             3D Camera Module
                 ~$XXB opportunity                                           ~$XXB opportunity
                           in 2022                                           in 2022

Consumer
ecosystem for
3D imaging and        Illumination                                           Optical Lens
sensing
                 ~$XXB opportunity                                           ~$XXB opportunity
                           in 2022                                           in 2022

                              XX
                                                                             Software

                                                                  ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   26
RELATED REPORTS

                  Discover more related reports within our bundles here.

                                                                           ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   27
IR LEDS AND VCSELs - TECHNOLOGY, APPLICATIONS
AND INDUSTRY TRENDS
Market & Technology report - April 2017
3D imaging, gas sensing and autofocus will fuel the IR light source market to reach US$3.8B in 2027.

 KEY FEATURES OF THE REPORT                   INFRA-RED LIGHT SOURCES: A $1.5B OPPORTUNITY IN 2022 – AND
  et the sample of the report
 G                                            POTENTIALLY $3.8B IN 2027 – DRIVEN BY SEVERAL NEW APPLICATIONS
 on www.i-Micronews.com
 •	Detailed technical and market             The market for LED and laser infra-red (IR)               Today, these technologies are part of a
    analysis of IR LED and laser              light sources is not new, but has evolved                 new revolution, still driven by smartphone
    applications, with in-depth analysis      rapidly with the recent development of Solid              applications. Integration of breakthrough
    of emerging applications                  State Lighting (SSL). Initially developed for             functionalities such as 3D imaging, autofocus,
 •	Analysis of IR system roadmap             optical communication applications, these                 iris and face recognition is triggering a strong
 •	Analysis of IR LED and laser light        technologies, mostly IR LEDs, started to be               market pull for efficient, miniaturized and
    sources including the technology          integrated into consumer applications like                complex IR illumination. This trend will also
    and industry, and their integration       remote controls in the 1980s. Next, the                   create strong market opportunities for IR
    into sensors and modules                  market was driven forward by night vision                 lasers, mostly VCSELs, which allow more
 •	IR LED and laser market forecast          applications such as surveillance cameras.                coherent and directional light than IR LEDs.
    from 2010-2022, with insights on          But it’s only recently, with the development              In this context, we expect the IR light source
    trends for 2023-2027                      of smartphones, that IR LEDs and lasers have              market to grow from around $450M in 2016
 OBJECTIVES OF THE REPORT                     come back to prominence. And now, the                     to around $1,550M in 2022 at a compound
                                              market is set for growth for the next 10 years!           annual growth rate of 22.7%.
 The objectives of the report are to:
 • U nderstand the overall landscape
   related to IR LEDs and lasers                                   2017 to 2027 IR light source market forecast ($M)
 •	Review all applications of IR LEDs           4,000
    and lasers, with insights into basic
    principles, technology, technical
                                                                                                                                                Emerging
                                                 3,500                                                                                          applications
    requirements, trends and key players                                                                                                        (3D cameras,
                                                                                                                                                autofocus systems,
                                                 3,000
 •	A nalyze the IR system roadmap and                                                                                                          gas sensors…)

    its impacts on IR light source market        2,500                                                                                          Proximity sensors
    volume and revenue
 •	Analyze technology and industrial            2,000                                                                                          Machine vision
                                                                                                                                                systems

    trends related to integration of             1,500                                                                                          Surveillance
    IR illumination into sensors and                                                                                                            cameras

    modules                                      1,000                                                                                          Other applications

                                                                                                                                                2023-2027 trends
                                                  500

RELATED REPORTS                                     0
                                                    2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
Benefit from our Bundle & Annual
                                                                     (Yole Développement, April 2017)
Subscription offers and access our
analyses at the best available price and
                                              In addition, there are also several other                 principles, technology, trends, key players, and
with great advantages
                                              applications that are emerging and for which              market size. It highlights the global landscape
                                              a market boom is likely to happen in the next             for IR light sources, including classification of
                                              10 years. These include gas sensors, LIDARs,              applications by wavelength, market segment
                                              driver monitoring systems and remote patient              and function. Detailed market forecasts are
                                              monitoring sensors. We expect this second                 given based on these classifications and with
                                              wave of new applications to propel the IR light           complementary analysis by light source for LEDs,
                                              source market to around $3,800M in 2027.                  edge-emitting lasers and VCSELs. Please note
                                              This report provides an in-depth analysis of              that optical communication applications are not
• 3 D Imaging and Sensing 2017               all IR light source applications, including: basic        analyzed in this report.
•G  as Sensor Technology and Market
  2016                                        VCSEL TECHNOLOGY WILL BE AT THE HEART OF THE INDUSTRY IN COMING YEARS
• S ensors for Cellphones and Tablets 2016
• S ensors and Data Management for           In a depressed visible LED industry,                      perceived as a potential new ‘blue ocean’ with
  Autonomous Vehicles 2015                    manufacturers      are    looking   at   new              attractive opportunities for those players. In
Find all our reports on                       opportunities to increase their revenues and              the past, only a handful of companies were
www.i-micronews.com                           margins. In this context, the IR LED market is            involved in IR LEDs but, as of Q1 2017, there
IR LEDS AND VCSELs - TECHNOLOGY, APPLICATIONS AND INDUSTRY TRENDS

                                                                                                                                providing coherent and directional light, and IR
                  IR light sources market shares - 2016 vs 2022
                                                                                                                                LEDs, offering lower manufacturing cost and ease
   2016 IR light sources market shares                                   2022 IR light sources market shares                    of integration. Additionally, IR VCSELs allow new
                                                                         VCSEL                                                  sensing approaches, such as Time of Flight (ToF).
VCSEL                                                                     48%
 21%                                                                                                                            In this context, the IR VCSEL industry will be at
                                                                                                                                the center of the attention and should experience
                                                  IR LED                                                                        strong growth in coming years. It is also likely
                                                   65%
                                                                                                                       IR LED   that some players will work on both IR LEDs and
                                                                                                                        45%

        EEL
                                                                                                                                lasers to maximize their revenues.
                                                                             EEL
        14%                                                                  7%
                                                                                                                                Opportunities for both technologies will also
    Over a total market size of $450M                                       Over a total market size of $1,550M
                                                                                                                                be dependent on developments to overcome
                               (Yole Développement, April 2017)                                                                 current limitations, towards longer wavelengths,
                                                                                                                                higher performance, multi-spectral functionality
                                                   are more than 40 manufacturers. Osram and                                    and lower cost. Typically, most current IR LEDs
                                                   Vishay still lead the field but some players, like                           are in the 850nm or 940nm range. To enable
                                                   Everlight or Epistar, have made large investments                            emerging applications such as gas sensors or
                                                   to benefit from this opportunity.
                                                                                                                                portable/integrated     spectroscopy    systems,
                                                   While LEDs are important, VCSEL technology is                                longer wavelengths will be mandatory.
                                                   the really hot topic. IR LEDs represented around
                                                                                                                                Last but not least, integration of these light sources
                                                   65% of the IR light source market in 2016, but
                                                                                                                                into sensors and modules will also be part of the
                                                   this figure is likely to decrease to 45% in 2022.
                                                                                                                                challenge to be handled by the photonic industry.
                                                   Development of 3D cameras and autofocus
                                                   applications, associated with the sensor fusion                              This report presents an analysis of IR LEDs and
                                                   trend in smartphones and automotive, will                                    VCSELs, including a map of manufacturers, insights
                                                   strongly drive growth of the IR VCSEL market                                 on manufacturing processes and technology, current
                                                   in the future. The main advantage of this                                    limitations and challenges. It also describes IR
                                                   emerging technology is that it represents a good                             system roadmaps in key markets segment such as
                                                   compromise between traditional laser diodes,                                 smartphones and automotive.

                                                   EVERYTHING IS HAPPENING IN PHOTONIC PACKAGING! WE ARE AT THE EVE OF
                                                   AN INDUSTRIAL RESTRUCTURING...

                                                   For a few years there has been an increasing interest                        chain or industry, and different strategies are
                                                   in photonic devices, sensors and modules including                           starting to emerge to catch the maximum value of
                                                   systems with IR illumination in a wide range of                              this high potential market. Should there be smarter
                                                   applications such as consumer, automotive and                                devices? Smaller devices? This will soon be a multi-
                                                   medical. However, photonic is radically different                            billion dollar industry. And, depending on current
                                                   from electronic when it comes to packaging and                               positioning and attraction toward this emerging
                                                   integration, and has its own challenges.                                     market, each player may have different strategies
                                                   Today, there is no “structured” photonic supply                              to capitalise on it. For example, ams, through the
                                                                                                                                acquisition of Heptagon and Princeton Optronics,
                                                                                                                                is now fully vertically integrated. Recent rumors
        Current positioning of some players in the photonic industry
                                                                                                                                that STMicroelectronics’s single photon avalanche
                   Sensor /                                 Data                                                                diode (SPAD) imager is likely to be linked to the
   Illumination                          Optic                             Packaging              Positioning
                   Detector                              Processing                                                             iPhone 8 highlights that the company is enforcing
                                ams                                                        FULL SOLUTION PROVIDER               its position of heterogeneous integrator as no clear
                   STMicro .                                  STMicrolectronics          HETEROGENEOUS INTEGRATOR
                                                                                                                                standard approach or technology has emerged yet.
                                                                                                                                Some players like the optics supplier Largan are
                                         Sony                                            FULLY INTEGRATED - No offer yet
                                                                                                                                betting on specialization.
                  Hamamatsu                                                               SENSOR / MODULE PROVIDER
                                                                                                                                Who will develop the right strategy? It’s too
                                        Largan
                                                                                                                                early to know. However, what is sure is that the
                                                         EM Marin
                                                                                                                                industry is evolving. And those who don’t adapt
                      Each player will have
     Osram
                     to find its position and
                                                                                                   SPECIALIST                   accordingly might not be around to enjoy its
                       product portfolio /                                 Goertek                                              lucrative-looking future.
                            structure!
                                                                             Jabil                                              This report analyzes integration of IR light sources
                                                                                                                                into sensors and modules, detailing technology and
                               (Yole Développement, April 2017)
                                                                                                                                industry trends based on case studies.

                                                   COMPANIES CITED IN THE REPORT (non exhaustive list)
                                                   Alpha Sense, ams, Apple, Autoliv, Avago, Bosch, Bridgelux, Cambridge CMOS Sensor, Chronocam, Coherent,
                                                   Continental, Delta ID, Epistar, Everlight, Excelitas, Finisar, Fujitsu, GSS, Hamamatsu, Harman, Hella, Heptagon,
                                                   Hitachi, Infineon, Intel, IPG Photonic, Iritech, LG, Luminus Devices, Morpho, Nonin, Omnivision, Osram,
                                                   Panasonic, Philips Photonic, pmd, Primesense, Princeton Optronics, Quanergy, Rohm, Samsung, Sharp, SMI
                                                   Vision, SoftKinetic, Sony, STMicroelectronics, Stanley, Sumitomo Electric, Tobii, Valeo, Velodyne, Vishay...
MARKET & TECHNOLOGY REPORT

 TABLE OF CONTENTS (complete content on i-Micronews.com)
 Status of the LED industry and recent trends 40              		 - E ye tracking systems
   > S tatus of the LED industry                              		 - G esture recognition systems
   		 - History of the visible LED industry                    		 - M achine vision systems
   		 - 2015 and 2016 in a nutshell                            		 - S pectroscopy systems
                                                               		 - 3 D cameras and imaging
   		 - Future trends
                                                               > Low value applications                                AUTHORS
   		 - LED market trends                                                                                              Pars Mukish holds a master’s degree
   >R  ecent trends in the LED industry                       		 - R emote control
                                                               		 - M ovie pirating prevention                        in materials science and polymers from
   		 - Application diversification - Automotive lighting
   		 - Product diversification - UV LEDs                      		 - T ilt sensors                                     ITECH in France and a master’s degree in
                                                               		 - B lind spot sensors                               innovation and technology management
 Preliminary definitions and principles                54     		 - T raffic pre-emption systems                      from EM Lyon in France. Since 2015,
   > IR
       laser diodes - Taxonomy used in the report            		 - S moke detectors
   > Incoherent light vs. Coherent light
                                                                                                                       Mukish has taken on responsibility for
                                                               		 - P hoto interrupters
   > Modulation of light                                       		 - P ulse oximeters                                  developing LED, OLED and sapphire
   > Structured light                                          		 - H eart rate sensors                               activities as Business Unit Manager
   > Time of Flight (ToF)                                      		 - A daptive cruise control systems                  at Yole Développement. Previously,
   		 - 3D time-of-flight arrays                               		 - R ain sensors                                     he worked as Marketing Analyst and
   		 - Trends                                                 		 - L ane departure warning systems                   Techno-Economic Analyst for several
   > Shutter - Global shutter vs. Rolling shutter              		 - T ouch screen displays
                                                                                                                       years at the French Research Center,
 IR LED/Laser landscape                                65     		 - O ccupancy sensors
                                                                                                                       CEA.
   > From IR lamps to IR LEDs/lasers                         IR systems roadmap                                226
   		 - Classification of IR wavelengths                       > Smartphones
   		 - Overview of IR light sources                           		 - IR LED/IR laser systems and players
   		 - IR lamps - Overview of applications                    		 - R oadmap - Increasing functionality in
   		 - IR LEDs/lasers - Definition and history                      smartphones
   		 - IR lamps vs. IR LEDs/lasers - From new light          		 - Roadmap - Evolution of sensors in smartphones
         sources to new applications                           		 - F uture of smartphones - 3D camera/Iris and
   		 - T imeline of applications for IR LEDs/lasers                Gesture recognition/Spectroscopy
   > Classification of IR LED/laser applications               > Automotive
   		 - C lassification by wavelength - Overall               		 - IR LED/IR laser systems and players
         analysis                                              		 - R oadmap - Increasing functionality in
   		 - C lassification by wavelength and market                    automotive                                        Pierrick Boulay works as Market
         segment - Focus on NIR                                		 - F uture of automotive - 3D camera/Iris            and Technology Analyst in the fields of
   		 - C lassification by function                                 recognition/Gesture recognition                   LED, OLED and lighting systems, doing
   		 - C lassification by light source                       > Gas sensing
   		 - C lassification by package type                       		 - IR LED/IR laser systems in gas sensors
                                                                                                                       technical, economic and marketing
                                                               		 - R oadmap - Technology for portable system -       analysis at Yole Développement, the
 IR LED/Laser Market                                   86
                                                                     MOS vs. NDIR                                      “More than Moore” market research
   > Synthesis by application                                  		 - R oadmap - Miniaturization aspects - Case of      and strategy consulting company. He
   > IR LED and laser diode market
   		 - Market volume (Munits)
                                                                     eLichens Optical MEMS sensors                     has experience in both LED lighting,
                                                               		 - F uture of gas sensing - Reduced power            including general lighting and automotive
   		 - Market revenue ($M)                                          consumption/Increased lifetime
   		 - M arket volume (Munits) and revenue ($M) -            > 3D imaging and sensing
                                                                                                                       lighting, and OLED lighting. In the past,
         Split by wavelength and by light source               		 - C onsumer - Overview of front 3D ToF              he mostly worked in R&D depar tments
   		 - M arket shares by light source - 2017 vs. 2022              camera opportunities                              for LED lighting applications. Pierrick
   > IR LED market                                             		 - C onsumer - 3D ToF for video call and             holds a master degree in Electronics
   		 - Market volume (Munits and $M) - By application
   		 - M arket volume (Munits) and revenue ($M) -
                                                                     morphing                                          from ESEO in France.
                                                               		 - C onsumer - 3D ToF imaging for biometry
         Split by package power and package type               		 - C onsumer - Google Tango project
   > IR laser diode market                                     		 - C onsumer - Application using structured
   		 - M arket volume (Munits) and revenue ($M) -                  light principle
         Split by application and by laser type                		 - R oadmap - Consumer - Comparison of 3D
   > 10-year trend                                                   imaging technologies
   		 - 2 017-2022 growth trends for high volume              		 - R oadmap - Medical - Optical Coherence
         applications                                                Tomography (OCT)
   		 - 2 017-2022 relative growth of major                   		 - F uture of 3D imaging and sensing
         applications
   		 - N ew applications                                   IR LED and laser light sources                    255
   		 - 2 017-2027 IR LED and laser diode market              > IR LEDs
         revenue trend                                         		 - Key manufacturers
 IR LED/laser applications                            119     		 - Manufacturing process
                                                               		 - Key challenges
   > Introduction                                              > IR laser diodes
   		 - H igh value applications vs. Low value                		 - EEL and SEL/VCSEL compared to LEDs
         applications                                          		 - Key manufacturers
   		 - T he case of optical communication                    		 - Key challenges
   > High value applications
   		 - H orticultural lighting                             Integration of IR sources in packages             270
   		 - P roximity sensors                                    > Technology trends
   		 - B lood pressure sensors                               		 - From optoelectronic to photonic
   		 - B lood glucose monitors                               		 - T wo different paths in integration - Smarter
   		 - LIDAR                                                       or smaller?
   		 - A utofocus systems                                    		 - S ystem development - Complexity vs.
   		 - G as sensors                                                Miniaturization
   		 - S urveillance cameras                                 		 - F ocus on smartphones
   		 - B iometric sensors: Vein recognition                  		 - F ocus on automotive                                              Find more
   		 - B iometric sensors: Iris recognition                  >C  ase studies (i.e.: reverse engineering analysis                  details about
                                                                                                                                   this report here:
   		 - B iometric sensors: Face recognition                     from System Plus Consulting)
   		 - N umber plate recognition systems                      > Industry trends - Photonic in package
   		 - N ight vision systems                               Conclusion297
   		 - D river monitoring systems
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ABOUT YOLE DEVELOPPEMENT
    Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate
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 With Focus on Solid State Lighting
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 From Technologies to Market

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Yole Développement
From Technologies to Market

                         ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   29
FIELDS OF EXPERTISE
                                                     Imaging             MEMS & Sensors

                                     Photonics                                         RF (Devices & Technologies)

                                          Displays                                     MedTech

                   Solid State Lighting
Our 30 analysts                                                                                       Manufacturing
                        (LED, OLED…)
operate in the
following areas.
                             Compound Semi.                                            Advanced Packaging

                            Power Electronics                                          Advanced Substrates

                                                     Batteries/Energy Management
                                                                                     ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   30
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       • Market data & research, marketing analysis                       • M&A (buying and selling)
       • Technology analysis                                              • Due diligence
       • Strategy consulting                                              • Fundraising
       • Reverse engineering & costing                                    • Maturation of companies
       • Patent analysis                                                  • IP portfolio management & optimization
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A GROUP OF COMPANIES

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                                       Due diligences
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                                Innovation & Business maker
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                                 Manufacturing costs analysis
         Market, technology   Teardown and reverse engineering
           and strategy             Cost simulation tools
                                        www.systemplus.fr
            consulting

              www.yole.fr                IP analysis
                                     Patent assessment
                                        www.knowmade.fr

                                    Test & Measurement
                                          Expertise
                                   Research & Innovation
                                          www.piseo.fr
                                              ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   32
OUR GLOBAL ACTIVITY

                               Europe office
                                   Frankfurt
Paris

Nantes
                                                                  Yole Korea
                                   HQ in Lyon                                     Yole Inc.
                                                                          Seoul
Vénissieux                                                                        Phoenix
                                                                   Yole Japan
                                                                         Tokyo
Nice

             40%
                                                                     Greater
                                                                  China office
                                                                        Hsinchu

             of our business
                                                                                                    30%
                                                30%
                                                                                                    of our business

                                                of our business

                                                                                              ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   33
RESEARCH PRODUCTS - CONTENT COMPARISON

                                                 Breadth of the analysis

                                                               Standard Reports

                                         Workshops

              Depth of the analysis

                                      Custom
                                      Analysis

                                                                Custom analysis scope is defined with
                                                                 you to meet your information and
                                                                          budget needs

                                                                                                  ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   34
SERVING THE ENTIRE SUPPLY CHAIN

                   Integrators and
                      end-users

                                 Device
                                 makers
Our analysts
provide market
analysis,
technology
evaluation, and                      Suppliers: material,
business plan                        equipment, OSAT,
along the entire                        foundries…
supply chain.

                                                 Financial investors,
                                                    R&D centers

                                                                        ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   35
SERVING MULTIPLE INDUSTRIAL FIELDS

                                  Industrial and    Medical
                                     defense        systems
We are working
accross
multiples
industries to
understand the                Energy                     Automotive
impact of More-
than-Moore
technologies
from device to
system.
                                                   Mobile phone
                                 Transportation    and consumer
                                    makers          electronics
                                                                  From A to Z…

                                                                      ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   36
REPORTS COLLECTION
   o Yole Développement publishes a comprehensive collection of market & technology reports and patent analysis in:
         • MEMS & Sensors
          •   RF devices & technologies
          •   Imaging
          •   Medical technologies (MedTech)
          •   Photonics
          •   Advanced packaging
          •   Manufacturing
          •   Power electronics
          •   Batteries and Energy management
          •   Compound semiconductors
          •   LED
          •   Displays
   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
                                                                                                                                                    www.i-Micronews.com
        • An understanding of your industry technology roadmap and related IPs
        • A clear view on the evolution of the supply chain
          The combined team of 50+ experts (PhDs, MBAs, industry veterans…) from Yole Développement, System Plus Consulting and KnowMade, 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 industry landscape.
          In the past 18 years, we worked on more than 1 500 projects, interacting with technology professional and high level opinion makers from the main players of the
          industry.
   o Every year, Yole Développement, System Plus Consulting and Knowmade publish +120 reports. Gain full benefit from our Bundle and Annual Subscription offers.

                                                                                                                                ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   37
OUR 2017 REPORTS PLANNING (1/2)
   MARKET AND TECHNOLOGY REPORTS by Yole Développement

   o MEMS & SENSORS
        − Fingerprint Sensor Applications and Technologies - Consumer Market Focus 2017
        − MEMS Microphones, Speakers and Audio Solutions 2017                                o MEDTECH
        − Status of the MEMS Industry 2017                                                        − Status of the Microfluidics Industry 2017
        − MEMS & Sensors for Automotive 2017                                                      − Solid State Medical Imaging 2017
        − High End Inertial Sensors for Defense and Industrial Applications 2017                  − Sensors for HomeCare 2017
        − Sensor Modules for Smart Building 2017                                                  − Sensors for Medical Robotics 2017
        − Sensing and Display for AR/VR/MR 2017 (Vol 1)                                           − Organs-on-a Chip 2017
        − MEMS Packaging 2017
        − Magnetic Sensors Market and Technologies 2017**                                    o ADVANCED PACKAGING
        − Microspectrometers Markets and Applications 2017**                                      − Advanced Substrates Overview 2017
                                                                                                  − Status of the Advanced Packaging Industry 2017
   o   RF DEVICES AND TECHNOLOGIES                                                                − Fan Out Packaging: Market & Technology Trends 2017
          − RF Components and Modules for Cellphones 2017                                         − 3D Business Update: Market & Technology Trends 2017
          − Advanced RF SiP for Cellphones 2017                                                   − Advanced QFN: Market & Technology Trends 2017**
          − 5G and Beyond (Vol 1): Impact on RF Industry, from Infrastructure to Terminals        − Inspection and Metrology for Advanced Packaging Platform 2017**
            2017                                                                                  − Advanced Packaging for Memories 2017
          − 5G and Beyond (Vol 2): RF Materials Platform, from Infrastructure to Terminals        − Embedded Die Packaging: Technologies and Markets Trends 2017
            2017
          − RF Technologies for Automotive Applications 2017                                 o MANUFACTURING
          − GaN and Si LDMOS Market and Technology Trends for RF Power 2017                      − Glass Substrate Manufacturing 2017
                                                                                                 − Equipment & Materials for Fan Out Technology 2017
   o IMAGING & OPTOELECTRONICS                                                                   − Equipment & Materials for 3D T(X)V Technology 2017
        − 3D Imaging & Sensing 2017                                                              − Emerging Non Volatile Memories 2017
        − Status of the CMOS Image Sensor Industry 2017
        − Camera Module for Consumer and Automotive Applications 2017
        − Uncooled Infrared Imaging Technology & Market Trends 2017                          ** To be confirmed
        − Active Imaging and Lidars 2017 (vol 1)

                                                                                                                                       ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   38
OUR 2017 REPORTS PLANNING (2/2)
   o POWER ELECTRONICS                                                                       o SOLID STATE LIGHTING (LED, OLED…)
       − Status of Power Electronics Industry 2017                                                − UV LEDs 2017 - Technology, Manufacturing and Application Trends
       − Power Mosfets Market and Technology Trends 2017                                          − Agricultural Lighting 2017 - Technology, Industry and Market Trends
       − IGBT Market and Technology Trends 2017                                                   − Automotive Lighting 2017 - Technology, Industry and Market Trends
       − Power Packaging Market and Technology Trends 2017                                        − Active Imaging and Lidar 2017 (Vol 2) - IR Lighting**
       − Power SiC 2017: Materials, Devices, and Applications                                     − LED Lighting Module 2017 - Technology, Industry and Market Trends
       − Power GaN 2017: Materials, Devices, and Applications                                     − IR LEDs 2017 - Technology, Manufacturing and Application Trends
       − Materials Market Opportunities for Cellphone Thermal Management (Battery                 − Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays
          Cooling, Fast Charging, Data Processing, Battery Cooling, etc.) 2017                    − CSP LED Module 2017
       − Gate Driver Market and Technology Trends in Power Electronics 2017                       − LED Packaging 2017
       − Power Management ICs Market Quarterly Update 2017
       − Power Electronics for Electrical Aircraft, Rail and Buses 2017
       − Thermal Management for LED and Power 2017                                           PATENT ANALYSIS by Knowmade
                                                                                                    −   3D Monolithic Memory: Patent Landscape Analysis
   o   BATTERY AND ENERGY MANAGEMENT                                                                −   Microfluidic Diagnostic: Patent Landscape Analysis
         − Status of Battery Industry for Stationary, Automotive and Consumer Applications          −   GaN Technology: Top-100 IP profiles**
           2017                                                                                     −   Uncooled Infrared Imaging: Patent Landscape Analysis**
                                                                                                    −   MEMS Microphone: Patent Landscape Analysis**
   o COMPOUND SEMICONDUCTORS                                                                        −   MEMS Microphone: Knowles' Patent Portfolio Analysis**
       − Power SiC 2017: Materials, Devices, and Applications                                       −   MicroLEDs: Patent Landscape Analysis**
       − Power GaN 2017: Materials, Devices, and Applications                                       −   Microbolometer: Patents used in products**
       − GaN and Si LDMOS Market and Technology Trends for RF Power 2017                            −   Micropumps: Patent Landscape Analysis**
       − Bulk GaN Technology Status and Market Expectations (Power, LED, Lasers) 2017               −   Flexible batteries: Patent Landscape Analysis**

   o   DISPLAYS
          − Microdisplays and MicroLEDs 2017                                                 TEARDOWN & REVERSE COSTING by System Plus Consulting
          − Display for Augmented Reality, Virtual Reality and Mixed Reality 2017            More than 60 teardowns and reverse costing analysis and cost simulation tools to be
          − QD for Display Applications 2017                                                 published in 2017.
          − Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays
          − Emerging Display Technologies 2017**                                                    ** To be confirmed

                                                                                                                                         ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   39
OUR 2016 PUBLISHED REPORTS LIST (1/2)
   MARKET AND TECHNOLOGY REPORTS by Yole Développement                                      o COMPOUND SEMICONDUCTORS
                                                                                                 − Power GaN 2016: Epitaxy and Devices, Applications and Technology Trends
   o MEMS & SENSORS                                                                              − GaN RF Devices Market: Applications, Players, Technology and substrates 2016
        − Gas Sensors Technology and Market 2016                                                 − Sapphire Applications & Market 2016: from LED to Consumer Electronics
        − Status of the MEMs Industry 2016                                                       − Power SiC 2016: Materials, Devices, Modules, and Applications
        − Sensors for Cellphones and Tablets 2016
        − Market and Technology Trends of Inkjet Printheads 2016                            o LED
        − Sensors for Biometry and Recognition 2016                                                 − UV LED Technology, Manufacturing and Applications Trends 2016
        − Silicon Photonics 2016                                                                    − OLED for Lighting 2016 – Technology, Industry and Market Trends
                                                                                                    − Automotive Lighting: Technology, Industry and Market Trends 2016
   o IMAGING & OPTOELECTRONICS                                                                      − Thermal Management Technology and Market Perspectives in Power Electronics and
        − Status of the CMOS Image Sensor Industry 2016                                               LEDs 2017
        − Uncooled Infrared Imaging Technology & Market Trends 2016                                 − Organic Thin Film Transistor 2016: Flexible Displays and Other Applications
        − Imaging Technologies for Automotive 2016                                                  − Sapphire Applications & Market 2016: from LED to Consumer Electronics
        − Sensors for Drones & Robots: Market Opportunities and Technology Evolution 2016           − LED Packaging 2017: Market, Technology and Industry Landscape

   o MEDTECH                                                                                o POWER ELECTRONICS
        − BioMEMS 2016                                                                           − Power Electronics for EV/HEV 2016: Market, Innovations and Trends
        − Point of Care Testing 2016: Application of Microfluidic Technologies                   − Status of Power Electronics Industry 2016
                                                                                                 − Passive Components Technologies and Market Trends for Power Electronics 2016
   o ADVANCED PACKAGING                                                                          − Power SiC 2016: Materials, Devices, Modules, and Applications
        − Embedded Die Packaging: Technology and Market Trends 2017                              − Power GaN 2016: Epitaxy and Devices, Applications, and Technology Trends
        − 2.5D & 3D IC TSV Interconnect for Advanced Packaging: Business Update 2016             − Inverter Technologies Trends & Market Expectations 2016
        − Fan-Out: Technologies and Market Trends 2016                                           − Opportunities for Power Electronics in Renewable Electricity Generation 2016
        − Fan-In Packaging: Business update 2016                                                 − Thermal Management Technology and Market Perspectives in Power Electronics and
                                                                                                   LEDs 2017
        − Status and Prospects for the Advanced Packaging Industry in China 2016
                                                                                                 − GaN RF Devices Market: Applications, Players, Technology and substrates 2016
   o MANUFACTURING
                                                                                            o BATTERY AND ENERGY MANAGEMENT
        − Thin Wafer Processing and Dicing Equipment Market 2016
                                                                                                 − Beyond Li-ion Batteries: Present and Future Li-ion Technology Challengers 2016
        − Emerging Non Volatile Memories 2016
                                                                                                 − Stationary Storage and Automotive Li-ion Battery Packs 2016
                                                                                                 − Opportunities for Power Electronics in Renewable Electricity Generation 2016
                                                                                                                                        ©2017 | www.yole.fr | IR LEDs and VCSELs | SAMPLE   40
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