Power Electronics for Electric & Hybrid Electric Vehicles 2020 - From Technologies to Market - Outscale
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From Technologies to Market
Power Electronics
for Electric & Hybrid
Electric Vehicles
2020
Market and Technology
Report 2020
Sample
©2020
ABOUT THE AUTHORS
Biographies & contacts
Dr. Milan Rosina
Dr. Milan Rosina is Principal Analyst, Power Electronics & Batteries, at Yole Développement (Yole), within the Power & Wireless division. Milan has 20
years of scientific, industrial, and managerial experience in equipment and process development. He also has experience in due diligence, technology,
and market surveys in the fields of renewable energy, EV/HEV, energy storage, batteries, power electronics, thermal management, and innovative
materials and devices. Dr. Rosina received his Ph.D. degree from National Polytechnical Institute (Grenoble, France). He previously worked for the
Institute of Electrical Engineering in Slovakia; Centrotherm in Germany; Fraunhofer IWS in Germany; CEA LETI in France; and French utility company
ENGIE.
E-mail: rosina@yole.fr
Dr. Hong LIN
Dr. Hong Lin has been Principal Technology and Market Analyst within the Power & Wireless division at Yole Développement (Yole) since 2013. She
specializes in compound semiconductors for power electronics, RF and photonic applications. Dr Hong Lin provides technical, marketing and strategy
analysis, and, as a native Chinese speaker, she also follows market trends in China. Before joining Yole Développement, Dr. Hong Lin worked as R&D
engineer at Newstep Technologies, where she was in charge of the development of cold cathodes by PECVD for visible and UV lamp applications
based on nanotechnologies. She holds a Ph.D. in Physics and Chemistry of materials.
E-mail: lin@yole.fr
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 2
TABLE OF CONTENTS
Part 1/5
Glossary 2 o Drivers for different vehicle electrification approaches
EV/HEV classification and terms used in this report 3 o Electrification cost per vehicle, split by electrification type
Table of contents 4 o CO2 emission levels per vehicle, split by electrification type
Report objectives 9 o CO2 emissions saving costs, split by electrification type
Report scope 10 o Different pricing strategies for EV/HEV vehicles
Report methodology and definitions 11 o Inflexion point in conventional vehicle market
About the authors 12 o 2018 - 2024 EV/HEVs market share evolution
Companies cited in this report 13 o 2018 - 2024 EV/HEV market in Munits
What we got right, what we got wrong 14 o Electric and hybrid electric vehicles in 2018 and 2024
Who should be interested by this report 15 o EV/HEV market by converter type in $B
Yole Group related reports 16 o EV/HEV inverter market in $M, split by vehicle electrification type
Executive summary 17 o 2018 – 2024 semiconductor power device market for EV/HEV
Context 41 Market trends 65
o Society and global industrial environment being reshaped by battery o Market trends – take away
revolution o Mega trends implications
o EV/HEV and 21st century challenges o Main drivers for electric mobility
o CASE: Connectivity, autonomous, shared, electric o Main EV/HEV driver: stricter CO2 emission reduction targets for vehicles
o EV/HEV business is entering a new era o How to reach CO2 emission reduction targets?
o Where does the acceleration of vehicle electrification come from? o Why is EV/HEV deployment faster then expected in the past?
o How to take the right EV/HEV strategic decision? o Game changers pushing stronger vehicle electrification
o Historical perspective of driving applications o What factors can slow down today’s EV/HEV boom?
o EV/HEV boom drives other markets
Market forecasts 49 o There are more and more reasons to buy an EV/HEV
o Market forecast – take away o Why all car owners do not buy 100% electric?
o Main factors influencing the power devices demand for EV/HEV o Towards internet of energy
o Internet of Energy associated with EV/HEVs
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 3
TABLE OF CONTENTS
Part 2/5
o EV/HEV environmental impact is being improved beyond the car o Onboard charger suppliers – Geographical overview
o CASE: Connectivity, Autonomous, Shared, Electric o Onboard chargers – Who supplies to whom
o Impact of car sharing on power electronics o DC-DC converter suppliers – Geographical overview
o DC-DC converters – Who supplies to whom
Supply chain analysis 83 o 48V players – OEMs, power electronics and battery suppliers
o Supply chain – take away o OEMs’ strategy regarding 48V mild hybridization
o Vehicle electrification impact on supply chain o How do Tier1s plan to reach CO2 emission targets?
o Are historical automotive leaders losing their leading position due to EV o Automotive Tier1s’ business evolution
arrival? o E-axle in focus of leading automotive suppliers
o EV/HEV supply chain – business diversification o System integration – Impact on a supply chain
o EV/HEV supply chain – why application diversification? o E-axle by Tier1s – A sustainable business or just short-term opportunity window?
o EV/HEV supply chain – e-business diversification examples o What are the main driving forces for M&A, investment and partnerships?
o Electric and hybrid electric vehicles manufacturers o Recent mergers and acquisitions in the EV/HEV area
o Electric truck manufacturers o Partnerships within the EV/HEV supply chain
o Electric bus manufacturers o Recent strategy moves within the EV/HEV supply chain
o Top BEV manufacturers in 2018 o How China is driving the future of EV/HEV and associated power electronics
o Top BEV in 2018 o Everything you need know before going to China
o Top plug-in hybrid vehicles (PHEV) in 2018 o Trends towards power module standardization – Impact on the supply chain
o OEMs strategies to reach CO2 emission reduction targets - Technology and o EV/HEV supply chain evolution – Power module in focus
non-technology approaches o New entrants into power module supply chain
o Announcements about EV/HEV plans – Automotive OEMs o New entrants into power module markets
o 2020 – 2021 hybrid vehicles as planned by different OEMs o Tesla’s SiC supply chain
o FCEV commercially available in 2019 and future plans
o Fuel cell vehicles business opportunities • Focus on China 132
o Traction inverter – Who supplies to whom – Europe o Focus on China - Take away
o Traction inverter - Who supplies to whom – USA o Chinese automotive market overview
o Traction inverter - Who supplies to whom – China o Chinese NEV market
o Traction inverter - Who supplies to whom – South Korea Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 4
TABLE OF CONTENTS
Part 3/5
o Subsidy change in China • Technology vs. customers’ expectations – opportunity for 48V mild-hybrids?
o Impact of subsidy change: NEVs sales decline in 2019 • Vehicle electrification cost
o Regulation in China: CAFC&NEV Credits (Dual-Credit) • Impact of the cost of gCO2/km and its impact on the power electronic
o CAFC&NEV Credits (Dual-Credit) policy evolution technology choice and its market
o Regulation in China: China 6 emission standard • What will be the positioning of full HEV in the future?
o Chinese automotive market transformation • Toyota = more than 20 years of focus on HEV. Is it time to change?
o Chinese government’s push to FCEV • Can one reuse HEV technologies in other EV/HEV segments?
o Future development of the Chinese EV/HEV market • Towards full electric vehicles
o Chinese NEV market development vs. government target o Technology trends – Modular platforms
o Significant events since 2017 (Device level) • Different approaches for electric vehicle design&development
o Focus on IGBT: BYD’s development time line • Getting modular: why and what?
o Could it have a BYD effect in IGBT business? • EV/HEV platform – a way to reduce the costs
o Significant events since 2017 (OEM level) • Modular electric drive matrix (MEB) platform from Volkswagen
o Chinese automobile industry • Electric-Global Modular Platform (E-GMP) from Hyundai
o Technology trends – Downsizing and higher system integration
Technology trends 157 • Why is power electronics downsizing so challenging?
o Technology trends – take away • Power density increase in electrified vehicles
o How EV/HEV drives technology innovations • How to downsize power electronic systems?
o Presentation of definitions used in the report • Trends towards higher system integration – integration of different systems
o Five approaches to increase car driving range together
o What’s inside the black box? • Why to integrate?
o Battery electric vehicle cost: battery, power electronics, electric motor • Drawbacks of integrated systems
o Technology trends in power electronics for EV/HEV – Overview • Electric axle in a nutshell
o EV/HEV - main trends • E-axle - towards fully integrated powertrain
o Technology trends - towards stronger car electrification • Power converters evolving toward higher integration
• Description of the different types of car electrification o Increasing battery pack size and inverter power
• Extended Range Electric Vehicle (EREV) • Why are battery sizes and inverter power increasing?
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 5
TABLE OF CONTENTS
Part 4/5
o Two and more electric motors per car • Vehicle-to-home and vehicle-to-grid
• More motors means more inverters, each at lower power rating • Will EV get rid off of onboard chargers?
• Advantages of the two motor approach • EV/PHEV wireless charging
o Additional energy source in a vehicle • Expected power evolution in onboard charger
• Why are additional energy sources sought? o Trends in power electronic systems in EV/HEVs
• Examples of different approaches • What systems are inside of an EV/HEV car?
o 800V battery • Power electronics for EV/HEV – Voltage and current ranges, split by
• Battery pack voltage and energy capacity, by application EV/HEV system
• Why 800V battery? • Trends in power electronic systems in EV/HEVs
• 800V as an ultrafast charging enabler o Trends in Power Electronic Device Packaging
• 800V vehicles as of 2019 • What are the main factors that determine packaging solution choice?
• What future for 800V? • Three main targets of power module packaging optimization
o 48V electric system • Why are innovations needed at the power packaging level?
• Why 48V car electric system? • Customized vs. standardized power device package
• 48V is more than about mild-hybrids • Requirements on operating temperature range
o Fuel cell vehicles • Power Electronics for EV/HEV – voltage and power ranges
• Fuel cell electric vehicle in a nutshell • Discrete vs. power module for EV/HEV applications
• Fuel cell vehicles - Advantages and drawbacks • Discrete-like SiC power module in Tesla’s Model 3 car
• FC technology development move from luxury passengers cars • Consequence of needs for higher power density on device choice
towards buses and trucks? • Overmolded power modules
• Fuel cell vehicles and hybrid electric vehicles synergies • Direct cooled technologies: Pin-fin baseplates
• BEV vs. FCEV powertrain comparison • EV/HEV is driving packaging innovations
o EV/HEV charging • Technology roadmap of EV/HEV power device packaging
• PHEV/EV charging solutions • WBG adoption in EV/HEV 254
• Impact of charging infrastructure on power electronics o WBG adoption in EV/HEV: pros and cons
• Towards double-green mobility - high efficiency charger needed o Si, SiC, GaN; inverters and converters in EV/HEV
o Main inverter: What we call « Tesla Effect ».
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 6
TABLE OF CONTENTS
Part 5/5
o Main inverter: technical & cost aspect
o Main inverter: trends towards higher battery voltage and SiC technology
adoption
o Main inverter: what are the approaches chosen by different players?
o Main inverter: is SiC a bubble? (outlook to 2030)
o More and more OEM and Tiers 1 are adopting SiC
o WBG adoption in EV/HEV: on board charger
o WBG based OBCs
o GaN adoption in EV/HEV: case study: GaN based 48/12V DC/DC converter
by Valeo
o GaN based DC-DC converters
o Automotive qualified WBG devices (As of Q3 2019)
o Time line of full SiC main inverters
o Timeline of SiC and GaN in Onboard chargers
o SiC adoption in EV/HEV: time line discussion
o GaN adoption in EV/HEV: time line discussion
o What factors can affect WBG adoption?
o Our vision on SiC penetration in EV/HEV
o Our vision on GaN penetration in EV/HEV
• Outlooks 277
• Appendix – Power converters in EV/HEVs 282
• Yole Développement presentation 291
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 7
REPORT SCOPE
Applications – Technology – Supply chain
Application
MHEV
System
The report HEV Main inverter&
Packaging type
provides an in-
depth analysis
of the EV/HEV PHEV generator
Discrete
Power device
applications, BEV Boost converter
power systems components
and devices, as DC-DC converter Si MOSFET
well as FCEV Power modules
technology Onboard charger and IPM Si IGBT
trends and
supply chain SiC MOSFET
analysis.
GaN HEMT Your needs are out
of scope of this
report?
Applications and technology trends Contact us for a custom report:
Supply chain analysis
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 8
COMPANIES CITED IN THIS REPORT
Ankai, Aptiv, Audi, BAIC, BMW, Bosch, BYD, Chery, Continental, CRRC/Dynex,
Daimler, Danfoss, Delphi, Denso, Dongfeng, DAW, Fiat, Ford, Fuji Electric, Geely,
General Motors, Hitachi, Honda, Hozon, Huanghai, Hyundai, Infineon, JAC, Kandi, Kia,
Macmic, Mitsubishi Electric, Mitsubishi Motors, Nissan, Nio, Porsche, Renault, SAIC,
Schaeffler, Semikron, Singulato, Siemens, Starpower, STMicroelectronics, Tesla Motors,
Toyota,Valeo, XPeng Motors,Volkswagen,Volvo, Wanxiang Electric Vehicles, ZF, Zotye,
and more.
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 9
EV/HEV BUSINESS IS ENTERING A NEW ERA
“Paving road” for
vehicle electrification
2019
Milestones Massive fleet
EV/HEV boom in China
electrification by
2012 Tesla Model S 4. historical
The EV/HEV “road” 2010 Nissan Leaf
has been mainly automotive OEMs
paved by the efforts 2008 Tesla Roadster
of a few EV/HEV ~10 years
pioneers.
Tesla BEV Boom in users’ interest
In the coming years 3. Nissan Leaf BEV in full electric vehicles
historical automotive
players might run
easier and faster on
1997
an “already paved
road” and strongly
~20 years
accelerate their Toyota Prius HEV Boom in users’ interest
vehicle fleet 2. (over 12 Mio hybrid vehicles sold since 1997) in electrified vehicles
electrification.
Mainly using NiMH battery
1991
~30 years
Vehicle long-driving
1. Li-ion battery commercially available
Li-ion
range enabler
1990 2000 2010 2020 Time
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 10WHERE DOES THE ACCELERATION OF VEHICLE ELECTRIFICATION COME FROM?
NEDC: New European Driving Cycle
WLTP: Worldwide Harmonized Light Duty Vehicles Test Procedure
Electrification level
Strong
battery cost
reduction
+ - Strengthened Full-electric Full-electric
CO2
reduction
The initial targets
strategic path for “Incentives for
vehicle
electrification has Ban of diesel
zero-emission
vehicles in NEDC
≈ ≈
been accelerated cars in some China” WLTP
by several regions/cities
singular events.
This acceleration “Diesel Real
surprised most evolution
of the traditional gate”
automotive
players who
were not ready. “Tesla effect” As planned in
the past
ICE
Time
Source: Yole Développement
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 11HOW TO TAKE THE RIGHT EV/HEV STRATEGIC DECISION
How difficult to Do I have right More
What is my
starting point? develop? partners & suppliers? information
needed!
vs.
CO2 credits CO2 fines
Time to develop?
Any strategic
decision
concerning How to accelerate
EV/HEV is a the development?
very difficult
task due to a Will end users buy my car?
very complex What is the car’s perceived value How big is the risk?
and rapidly for them? Force quickly through
changing What is the positioning of my innovation or move
environment. competitors? progressively?
MHEV HEV
Li
PHEV BEV FCEV
Rapidly changing and
Co Nd region-dependent
CO2 emission reduction? Dy subsidies and
Additional cost for electrification (per vehicle)? Where to put most Any raw incentive
Cost of gCO2/km saved? effort & money? material issues? mechanisms
With / without subsidies?
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 12EV/HEV: CURRENT AND FUTURE MARKET OVERVIEW
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 13ELECTRIC AND HYBRID VEHICLES: MARKET TRENDS
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 14EV/HEV SUPPLY CHAIN ANALYSIS
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 15ELECTRIC AND HYBRID VEHICLES: FOCUS ON CHINA
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 16ELECTRIC AND HYBRID VEHICLES: TECHNOLOGY TRENDS
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 17ELECTRIC AND HYBRID VEHICLES: SIC & GAN ADOPTION
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 18YOLE GROUP OF COMPANIES RELATED REPORTS
Yole Développement
Status of the Power Power SiC 2019: Materials,
Devices, Applications and
Electronics 2019 Technology Trends
Contact our
Sales Team
for more
information
Power GaN 2019: Epitaxy, Devices, Li-ion Battery Packs for
Applications, and Technology Trends
Automotive and Stationary Storage
Applications
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 19YOLE GROUP OF COMPANIED RELATED REPORTS
System Plus Consulting
Automotive Power Module
Packaging Comparison 2018
Contact our
Sales Team
for more
information
Power Electronics for Electric & Hybrid Electric Vehicles 2020 | Sample | www.yole.fr | ©2020 20Source: Wikimedia Commons
Yole Développement
From Technologies to Market
© 2020YOLE DEVELOPPEMENT – FIELDS OF EXPERTISE WITHIN 3 MAIN DOMAINS
Photonics & Sensing
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Semiconductor & Software Power & Wireless
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About Yole
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Développement 224 BUSINESS MODELS
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partner)
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Développement 236 COMPANIES TO SERVE YOUR BUSINESS
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consulting Teardown and reverse engineering Patent assessment
Cost simulation tools
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Design and characterization of
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Développement 24OUR GLOBAL ACTIVITY
Yole Deutschland
Frankfurt
Paris
Nantes
Yole Korea
HQ in Lyon
Seoul Yole Inc.
Vénissieux
Cornelius
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Tokyo
Nice Palo Alto
40%
Greater
China office
Hsinchu
of our business
30%
30%
of our business
of our business
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developers
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Développement 26SERVING MULTIPLE INDUSTRIAL FIELDS
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We work and defense systems
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Développement 27REPORTS, MONITORS AND TRACKS COLLECTION
Over more than 20 years, Yole Développement has grown to become a group of companies. Together with System Plus Consulting and KnowMade, we now
provide marketing, technology and strategy consulting, media and corporate finance services, reverse costing, structure, process and cost analysis services as well
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BATTERY AND ENERGY MANAGEMENT STRUCTURE, PROCESS & COST REPORT
MARKET & TECHNOLOGY REPORT • GaN Transistors Comparison 2020
• Li-ion Battery Packs for Automotive and Stationary Storage • SiC Diodes Comparison 2020
Applications 2020 • SiC Transistors Comparison 2020
• Li-ion Battery Recycling Industry: Technology Trends and • GaN-Based Wall Charger Comparison 2019
Supply Chain Analysis 2020 • GaN-on-Si HEMT vs Superjunction MOSFET Comparison 2019
• Status of Rechargeable Li-ion Battery Industry 2019 PATENT LANDSCAPE REPORT
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• Solid-State Li-ion Batteries 2020 • Power SiC: MOSFETs, SBDs and Modules 2019
• Silicon Anode for Li-ion Batteries 2020
COMPUTING AND SOFTWARE
COMPOUND SEMICONDUCTORS AND EMERGING MARKET & TECHNOLOGY REPORT
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MARKET AND TECHNOLOGY REPORT • Artificial Intelligence for Automotive including IP 2020
• GaAs Wafer and Epiwafer Market: RF, Photonics, LED and • (x)PU: CPU and GPU for High-End Datacenter Applications 2020:
PV Applications 2020 Cloud Gaming and HPC
• InP Wafer and Epiwafer Market – Photonic and RF • Artificial Intelligence Computing for Consumer 2019
Applications 2020
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• Power SiC : Materials, Devices and Applications 2020 Technology Trends 2019
• Power GaN : Epitaxy, Devices, Applications, and
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• RF GaN Market: Applications, Players, Technology, and MARKET & TECHNOLOGY REPORT
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IMAGING • VCSELs - Market and Technology Trends 2020
MARKET AND TECHNOLOGY REPORT
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2020
Applications 2019
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MEMORY
• Status of the Camera Module Industry 2020
MARKET & TECHNOLOGY REPORT
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• X-Ray Detectors for Medical, Industrial and Security STRUCTURE, PROCESS & COST REPORT
Applications 2019
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STRUCTURE, PROCESS & COST REPORT
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• Automotive Camera Module Comparison 2020
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• Smartphone Camera Module Comparison 2020 (4 volumes)
• Mobile Camera Module Comparison 2019 PACKAGING AND SUBSTRATES
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• Smartphone 3D Sensing & VCSEL Comparison 2020 • 5G Packaging Trends 2020: RF FE Modules & Base Stations
PATENT LANDSCAPE REPORT • Fan Out Packaging Technologies and Market 2020
• Artificial Intelligence in Medical Diagnostics 2019 • Status of the Advanced Packaging Industry 2020
LIGHTING
MARKET & TECHNOLOGY REPORT
• Status of the Solid State Lighting Source Industry 2020
About Yole Développement | www.yole.fr | ©2020 30OUR 2020 REPORTS COLLECTION (3/4)
PACKAGING AND SUBSTRATES (MORE) • Status of the Power Electronics Industry 2020
System in Package (SiP) Technology and Market Trends 2020
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Photonics Packaging and Assembly 2020
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• • Power Management IC: Technology, Industry and Trends 2019
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• Automotive Packaging: Market and Tech. Trends 2019 • Power Module Packaging Comparison 2020
• Die Attach Equipment Market 2019 • Si IGBT Comparison 2020
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STRUCTURE, PROCESS & COST REPORT PATENT LANDSCAPE REPORT
• IPD Comparison 2020 • Wide Band Gap Power Modules 2020
• Fan Out Packaging Comparison 2020
PATENT LANDSCAPE REPORT RF DEVICES & TECHNOLOGIES
• Fan-Out Wafer/Panel Level Packaging 2020 MARKET & TECHNOLOGY REPORT
• 5G’s Impact on RF Front-End for Telecom Infrastructure 2020
• 5G’s Impact on RF Front-End Module and Connectivity for
PHOTONICS Consumer Applications 2020
MARKET & TECHNOLOGY REPORT • Status of the Radar Industry: Players, Applications and Technology
• Quantum Technologies 2020 Trends 2020
• LiDAR for Automotive and Industrial Applications 2020 • Status of the Thin-Film Integrated Passive Devices 2020
• Silicon Photonics 2020 • Active and Passive Antenna Systems for Telecom
• Optical Transceivers for Data and Telecom 2020 Infrastructure 2019
PATENT LANDSCAPE REPORT STRUCTURE, PROCESS & COST REPORT
• Silicon Photonics and Photonic Integrated Circuits 2020 • RF Modules for Connectivity Comparison (WiFi & Bluethooth &
UWB) 2020
POWER ELECTRONICS • mmWave Radars Comparison 2020
o MARKET & TECHNOLOGY REPORT • Smartphone RF FEM Comparison 2020 (4 volumes)
• Power Electronics for Electric & Hybrid Electric Vehicles • SAW Filters Comparison 2020
2020
About Yole Développement | www.yole.fr | ©2020 31OUR 2020 REPORTS COLLECTION (4/4)
PATENT LANDSCAPE REPORT • Status of the Microfluidics Industry: Techniques, Manufacturing
• RF Acoustic Wave Filters 2019 and Materials 2020
• Antenna for 5G and 5G-related Applications 2019 • Ultrasound Technologies for Consumer, Medical and Industrial
• RF GaN 2019 Markets 2020
• Wearables for Consumer and Medical Markets 2020
• Emerging Printing Technologies 2019
SEMICONDUCTOR MANUFACTURING
MARKET & TECHNOLOGY REPORT • Inkjet Printheads: Dispensing Technologies & Market
Landscape 2019
• Equipment and Materials for Thinning Semiconductor
Substrates 2020 • Next Generation Sequencing & DNA Synthesis: Technology,
Consumables 2019
• Epitaxy Growth Equipment for More than Moore 2020
• Organs-On-Chips Market and Technology Landscape 2019
• Deposition (PVD + CVD + ALD + Thermal Oxidation): Equipment &
Materials for MtM Devices 2020 • Piezoelectric Devices: From Bulk to Thin-Film 2019
• Glass Substrate for Semiconductor and Displays at the Wafer and • Uncooled Infrared Imagers and Detectors 2019
Panel Levels 2020 STRUCTURE, PROCESS & COST REPORT
• Laser Manufacturing for Front End, Back End & Substrates 2020 • Automotive Inertial Sensors Comparison 2020
• Small Dimension Wafers Market 2020 • Consumer Magnetic Sensor Comparison 2020
• Nano-Imprint Technology Trends for Semiconductor • MEMS Microphones Processes Comparison 2020
Applications 2019 • Mobile Inertial Sensors comparison 2020
PATENT LANDSCAPE REPORT • Piezoelectric Material From Bulk to Thin Film –
• Hybrid Bonding 2019 Comparison 2019
• Particle Sensor Comparison 2019
SENSING AND ACTUATING PATENT LANDSCAPE REPORT
MARKET & TECHNOLOGY REPORT • Circulating Tumor Cells Isolation 2020
• BioMEMS 2020 • LiDAR 2020
• High-End Inertial Sensors 2020 • MEMS Foundries IP Portfolio 2020
• Point-of-Need Testing: Application of Microfluidic Technologies 2020 • MEMS Sensors & Actuators: 2019 IP Trends and Prospective
• Sensing and Computing for ADAS Vehicle 2020 • Microneedles for Biomedical Applications 2020
• Sensing and Computing for Robotic Transportation 2020 • Piezo MEMS 2020
• Status of the MEMS Industry 2020 • Nanopore Sequencing 2019
©2017 | www.yole.fr | About Yole Développement 32OUR 2020 MONITORS COLLECTION (1/2)
MARKET MONITORS
Advanced Packaging – NEW CMOS Image Sensors – NEW
This monitor will provide the evolution of the advanced packaging platforms. This monitor will provide the evolution of the imaging industry, with a close
It will cover Fan-Out Wafer Level Packaging (WLP), Fan-Out Panel Level look at image sensor, camera module, lens and VCM. Volumes, revenues and
Packaging (PLP), Wafer-Level Chip Scale Packaging (WLCSP), Flip Chip momentum of companies like Sony, Samsung, Omnivision and
packaging platforms, and 2.5D and 3D Through Silicon Via (TSV) integration. ONSemiconductor will thus be analysed. Starting from Q3 2019
Starting from Q4 2019
DRAM
Application Processor – NEW
This monitor analyzes the evolution of the DRAM market in terms of
The monitor examines and forecasts the application processor segment. It revenue, shipments, capex, and near-term price evolution, as well as demand
tracks processor revenue, units, and wafer volumes at both fabless chip per market segment (data centers, mobile, automotive, graphics, and PC),
designers and at the foundries themselves, sliced across various relevant DRAM technology evolution, and detailed profiles of main suppliers. It also
parameters including process node, end product segment, core and IP type, provides DRAM monthly pricing to track the price evolution of key
etc. The monitor also examines the reported financials of players within the components and packaged solutions.
ecosystem. Starting from Q4 2019.
NAND
Compound Semiconductors – NEW
This monitor provides all data related to NAND revenue per quarter,
This monitor will describe how the compound semiconductor industry is NAND shipments, pricing per NAND type, near and long-term revenue,
evolving. It will offer a close look at GaAs, InP, SiC, GaN and other market share per quarter, capex per company, and a market demand/ supply
compounds of interest providing wafer volumes, revenues, application forecast, along with a complete analysis and details on the demand side, with
breakdowns and momentum. Starting from Q4 2019 a deep dive into client and enterprise SSD, data centers, mobile, automotive,
PC, and more.
©2017 | www.yole.fr | About Yole Développement 33OUR 2020 MONITORS COLLECTION (2/2)
PATENT MONITORS
GaN for Power & RF Electronics
Wafers and epiwafers, GaN-on-SiC, silicon, sapphire or diamond,
semiconductor devices such as transistors, and diodes, devices and
applications including converters, rectifiers, switches, amplifiers, filters, and
MMICs, packaging, modules and systems. REVERSE TECHNOLOGY MONITOR
RF Acoustic Wave Filters Smartphones – NEW
Including Surface Acoustic Wave (SAW), Temperature Compensated (TC)- To stay updated on the latest components, packaging and silicon chip choices
SAW, Bulk Acoustic Wave- Free-standing Bulk Acoustic Resonator of the smartphone makers, System Plus Consulting has created its first
(BAWFBAR), BAWSolidly-Mounted Resonator (BAW-SMR), and Packaging. Smartphone Reverse Technology monitor. This monitor will provide the
Microfluidics design wins for the top smartphones OEM, the packaging evolution in term
of type, footprint, pitch, as well as die area evolution per function, technology
From components to chips and systems, including all applications. node, wafer size. It will offer a clear view of the technological strategy of the
semiconductor companies leading the market and a direct comparison
Solid-State Li-ion Batteries between OEM.
This monitoring service tracks patents related to electrodes, battery cells,
battery packs/systems and electrolytes, including polymer, inorganic and
inorganic/ polymer, inorganic materials, including argyrodites, Lithium Super
Ionic CONductor, (LISICONs), Thio-LISICONs, sulfide glasses, oxide
glasses,perovskites, anti-perovskites and garnets.
©2017 | www.yole.fr | About Yole Développement 34OUR 160+ TRACKS
Access anytime via our web portal new teardowns and updates, as our analysis progresses
System Plus Consulting's teardown tracks uncover innovative design features and new semiconductor components to guide enterprises toward
more streamlined solutions in future designs.We provide clients unmatched intelligence into 5 main tracks:
PHONES* - 440+ PRODUCTS ALREADY AVAILABLE WEARABLE* - 130+ PRODUCTS ALREADY AVAILABLE
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• iPhone 11 Pro 512GB • Apple Airpods Pro w/Wireless charger
• iPhone 11 Pro 256GB • Apple Watch 5
• iPhone XR BOSE
OPPO • Bose Frames
• OPPO Reno 5G FITBIT
• OPPO K1 • Fitbit Charge 3
• OPPO R17 PRO • Fitbit Versa
SAMSUNG • Fitbit Flyer
Non-contractual photos
• Samsung Galaxy A50 64GB Dual SIM
• Samsung Galaxy Fold CONNECTED DEVICES* - 110+ PRODUCTS ALREADY
• Samsung Galaxy Xcover 4s
AVAILABLE
XIAOMI
MICROSOFT
• Xiaomi Mi Mix 3 5G 64GB
• Microsoft Surface Go
• Xiaomi Black Shark 2 128GB 8GB RAM
SAMSUNG
• Xiaomi Redmi Note 7 Pro
• Samsung Tab S5e
VERIZON
SMART HOME* - 90+ PRODUCTS ALREADY AVAILABLE • Verizon HUM x (Gen 1)
AMAZON
• Amazon Show 5 AUTOMOTIVE
• Amazon Echo plus (2nd gen.)
First teardowns available from Q1 2020 (60+ in 2020)
GOOGLE
• Google Home Hub
• Google Clips
About Yole Développement | www.yole.fr | ©2020 35I-MICRONEWS MEDIA
To meet the growing demand for market, ONLINE ONSITE INPERSON
technological and business information,
i-Micronews Media integrates several tools i-Micronews e-newsletter
i-Micronews.com Events Webcasts
able to reach each individual contact within its FreeFullPDF.com
network.
Brand visibility, networking
Targeted audience
We will ensure your company benefits from opportunities
involvement equals clear,
Unique, cost-effective ways Today's technology makes it
this to reach global audiences. easy for us to communicate
concise perception of your
company’s message.
Online display advertising regularly, quickly, and
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2020 on different topics your business
of i-Micronews e-newsletter
Contact: Camille Veyrier (veyrier@yole.fr), Marketing & Communication Director
About Yole Développement | www.yole.fr | ©2020 36CONTACT INFORMATION
o CONSULTING AND SPECIFIC ANALYSIS, REPORT BUSINESS o FINANCIAL SERVICES (in partnership with Woodside Capital
• North America: Partners)
• Steve LaFerriere, Senior Sales Director for Western US & Canada • Jean-Christophe Eloy, CEO & President
Email: laferriere@yole.fr – + 1 310 600-8267 Email: eloy@yole.fr - +33 4 72 83 01 80
• Ivan Donaldson,VP of Financial Market Development
• Chris Youman, Senior Sales Director for Eastern US & Canada
Email: ivan.donaldson@yole.fr - +1 208 850 3914
Email: chris.youman@yole.fr – +1 919 607 9839
• Japan & Rest of Asia: o CUSTOM PROJECT SERVICES
• Takashi Onozawa, General Manager, Asia Business Development • Jérome Azémar, Technical Project Development Director
(India & ROA) Email: azemar@yole.fr - +33 6 27 68 69 33
Email: onozawa@yole.fr - +81 34405-9204
• Miho Ohtake, Account Manager (Japan) o GENERAL
Email: ohtake@yole.fr - +81 3 4405 9204
• Camille Veyrier, Director, Marketing & Communication
• Itsuyo Oshiba, Account Manager (Japan & Singapore) Email: veyrier@yole.fr - +33 472 83 01 01
Email: oshiba@yole.fr - +81-80-3577-3042 • Sandrine Leroy, Director, Public Relations
• Toru Hosaka, Business Development Manager (Japan) Email: leroy@yole.fr - +33 4 72 83 01 89
Email: toru.hosaka@yole.fr - +81 90 1775 3866 • Email: info@yole.fr - +33 4 72 83 01 80
• Korea: Peter Ok, Business Development Director
Email: peter.ok@yole.fr - +82 10 4089 0233
• Greater China: Mavis Wang, Director of Greater China Business
Development
Email: wang@yole.fr - +886 979 336 809 / +86 136 61566824 Follow us on
• Europe & RoW: Lizzie Levenez, EMEA Business Development Manager
Email: levenez@yole.fr - +49 15 123 544 182
About Yole Développement | www.yole.fr | ©2020 37You can also read
