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© 2018 Report From Technologies to Markets 3D Imaging & Sensing - 2018 Report SAMPLE © 2018

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Page 1: 3D Imaging & Sensing...more reliability in direct sunlight and lower computation need. REAR 2D Camera +3D Camera for interaction Multi-camera System for photography Applications vs.Yole’sexpectations

© 2018

Report

From Technologies

to Markets

3D Imaging & Sensing

-

2018 Report

SAMPLE

© 2018

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2

YOLE REPORT OBJECTIVES

Provide a clear understanding of applications and related technologies.

Company ecosystem identification and analysis:

• Major actors on a global basis

• Technical market segmentation

• Economic requirements by segment

• Key players by market and analysis

• Market size and market forecast in $M and M units

Use case analysis and market and technology trends involved:

• Determine applications range

• Detailed applications per market segment

• Technology identification for different products and processes

• Competing technologies

• Main technical challenges

CompanyEcosystem

Market forecast

Technology

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

Use case

Market

Trend

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3

METHODOLOGIES & DEFINITIONS

Market

Volume (in Munits)

ASP (in $)

Revenues (in $M)

Yole’s market forecast model is based matching several sources:

Information

Aggregation

Preexisting

information

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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TABLE OF CONTENTS (1/2)

o GLOSSARY 2

o TABLE OF CONTENTS 3

o COMPANY CITED 5

o REPORT OBJECTIVES 6

o METHODOLOGY 8

o EXECUTIVE SUMMARY 12

1 - INTRODUCTION 26

• What is 3D Imaging & Sensing?

• Market segmentation

• Noteworthy news

2- MARKET FORECAST 37

• Market forecast

• 2011 - 2023 3D Imaging & Sensing market(in Munits)

• 2011 - 2023 3D Imaging & Sensing ASP (in $)

• 2011 – 2023 3D Imaging & Sensing market (in $M)

3- ECOSYSTEM 49

• 3D Imaging & Sensing ecosystem mapping

• Mobile and consumer electronics ecosystem

4.1- APPLICATION TRENDS – MOBILE & CONSUMER 55

• Who can afford a smartphone?

• 2011–2022 Mobile handset forecast (in M units)

• 2011–2022 Penetration scenario of 3D cameras in smartphones (in %)

• Mobile market trends

• Mobile application trends

4.2- APPLICATION TRENDS – MOBILE & CONSUMER 68

• Consumer market trend

• Consumer application trends

• Computing market trend

• Computing application trend

• Consumer robotics market trend

• Consumer robotics application trends

4.3 – APPLICATION TRENDS – AUTOMOTIVE 87

• Automotive market trend

• Automotive applications trends

• Autonomous vehicles

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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TABLE OF CONTENT (2/2)

4.4 - APPLICATIONTRENDS – MEDICAL 104

• 2013 – 2023 Sensors for X-Ray CT forecast

• 2013 – 2023 Sensors for molecular imaging forecast

• 2013 – 2023 Sensors for 3D CBCT

• 2013 – 2023 OCT equipment forecast

4.5- APPLICATION TRENDS – INDUSTRIAL & COMMERCIAL 103

• Commercial applications

• Industrial applications

• 2011–2023 3D imaging & sensing for commercialapplications forecast

• 2011-2023 3D imaging & sensing for industrial applicationsforecast

• 2011- 2023 commercial robotics forecast

• 2011- 2023 automated guided vehicle forecast

4.6- APPLICATION TRENDS – SCIENTIFIC, DEFENCE & SPACE116

• Surveying geosystems

• Geographical Information Systems

• Military drones

5.1- TECHNOLOGY APPLE IPHONE X TRUEDEPTH 138

5.2- TECHNOLOGY TRENDS - OPTICAL 3D 146

• Depth sensing technologies

• 3D imaging & sensing for consumer

• 3D imaging & sensing for the industry

• 3D Time of flight

• Simultaneous localization and mapping

5.3- TECHNOLOGY TRENDS - LIDAR 175

• 2011- 2022 lidar market forecast

• Lidar technology trends

5.4-TECHNOLOGY TRENDS – OTHER 3D TECHNOLOGIES 188

• Medical technology trends

• Industrial technology trends

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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6

II-VI, Abbott, ams,, Apple, ASC, BAE Systems, Bioptigen, Bosello, Canon, Continental, Core Photonics, Crystalvue, Epcos, Faceshift, Fairchild, Faro, First Sensor, Finisar, Fujifilm, GE, Gestigon, IDS, Huvitz, IFM, IQE, iRobot, iRay,

Hamamatsu, Heptagon, Hexagon Metrology, Himax, Hokuyo, Hologic, Honeywell, Lee, Infineon, Keyence, Konica Minolta, Kreon, LeddarTech, Leica, Linx, Lips, LMI, Lumentum, Mantis Vision, Medtech, Melexis, Namuga, Nidek,

Nikon, Nordson Dage, Nsi, Oculus, On Semi, Opto, Optopol, Orbbec, Pebbles, Olympus, Panasonic, Perceptron, Philips Photonics, Pix4D, PMD, Quanergy, Sanan, Sensata, Samsung, Sensl, Sick, Siemens, Softkinetic, Soitec, Sony, St.

Jude Medical, STMicroelectronics, Teledyne Dalsa, Tetravue, Topcon, Toshiba, Trixell, Trinamix, Valeo, Varex, Varian, Velodyne Lidar, Vieworks, Yxlon, Zimmer, Zeiss Meditech, and more…

COMPANIES CITED IN THIS REPORT

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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ABOUT THE AUTORS OF THIS REPORT

Biography & contact

Pierre Cambou

Pierre Cambou joined the imaging industry in 1999. Following an engineering degree from Université de Technologie deCompiègne in parallel to a master of science from Virginia Tech in 1998, as well as graduating from Grenoble Ecole deManagement’s MBA, Cambou took several positions at Thomson TCS, which became Atmel Grenoble in 2001 and e2vSemiconductors in 2006. In 2012 he founded Vence Innovation, now called Irlynx, in order to bring to market a disruptive man-to-machine interaction technology. He joined market research and strategy consulting company Yole Développement (Yole) asPrincipal Analyst,Technology & Market, Imaging in 2014, within the Photonics, Sensing & Display division.

Contact: [email protected]

Guillaume Girardin

Dr. Guillaume Girardin is Director of the Photonics, Sensing & Display Division at Yole Développement, part of Yole Group ofCompanies. As director he also performs several technical activities covering sensing technologies, including solid-state lighting &display, MEMS, sensors, actuators, imaging, photonics and optoelectronics fields.

Based on his valuable experience in the semiconductor industry, Guillaume manages the expansion of the technical and marketexpertise of his team, by increasing synergies around imaging, lighting and display, and enlarging the optoelectronics scope. Theteam interacts daily with leading companies allowing the analysts to collect a large amount of data and integrate theirunderstanding of the evolution of the market with technology breakthroughs. In parallel, Guillaume’s mission is focused on themanagement of business relationships with leaders of the industry and the development of market research and strategyconsulting activities within theYole Group.

Dr Girardin holds a Ph.D. In Physics and Nanotechnology from the Claude Bernard University Lyon 1 (Lyon, France) and an M.Sc.in Technology and Innovation Management from EM Lyon School of Business (Lyon, France).

Contact: [email protected]

©2015 | www.yole.fr | Camera Module Industry3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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8

WHAT WE GOT RIGHT, WHAT WE GOT WRONG

Technology and market forecast challenge

What we got right

o Introduction of 3D sensing in Mobile Q4 2017

o Use case of Mobile front 3D camera

o Involvement of STM and ams in the Apple 3D sensing supply chain

o Opportunity for Sensor semiconductor and 3D camera module manufacturer is in line with forecast

What we got wrong

o Apple used Structured Light approach not Time of Flight for front 3D camera

o 3D imaging & sensing system used for Mobile is therefore far more complex than imagined, boosting the ASP

o Opportunity for Illumination (VCSEL semiconductor) is x5 and optics for illumination side x2.5

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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WHAT IS 3D IMAGING & SENSING?

Two distinctive approach but many bridges

3D imaging and sensing

can be a heavy computation

exercise

Stereo

Human vision

Stereo

Camera

Depth sensing

Camera

Depth Map

Image

Stereo

Images

3D Model 3D CAD – CGI

Stereo or 3D

Display

3D Imaging

3D Sensing

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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CROSS SEGMENTATION

3D imaging & sensing is

everywhere

CT

Scan

ner

Fla

t p

an

el

CT

Co

ne

Beam

CT

SF

M

Ste

reo

Cam

era

s

Pro

jecti

on

base

d

Tim

e o

ffl

igh

t

Tim

e g

ate

d

FT-O

CT

SS

-OC

T

Lid

ar

Ste

ab

lela

ser

Fla

sh l

idar

Synth

etic

Aper

ture

Phase

darr

ays

Scientific/Space

Defense

Industrial

Medical

Automotive

Consumer

X Ray CT Optical 3D Optical CT Lidar Radar Ultrasonic

Not covered

in this report

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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WHAT IS TAKEN INTO ACCOUNT BY THE ANALYSIS

From sub-components to systems

Analysis from the sub

component point of view

Courtesy of SystemPlus

3D Camera

ModulesSystemsSub-components

Sensor, optics

& illumination

Courtesy of PMDTech

Courtesy of Apple

Minimum resolution

50 pixels x 50 pixels arrays

Optics

Module Assy

IlluminatorSensor array

Wafers &

raw material

Courtesy of Sony

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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13

Embedded 3D

computationalPhotography

and video

MOBILE PHONE MARKET TRENDS

Mobile phone cameras have become multi-sensor optronics interfaces

3D cameras on all devices is still early

stage

Number of sensors

1 sensor

2 sensors

3 sensors

3+ sensors

20202012 2014 2016 2018 2022

• Main and

sub-camera

• LED flash

• Main and

sub camera

• Range finder

• LED flash

Catching up with

DSLR and video

cameras

New embedded 3D imaging

Courtesy of Panono

Courtesy of Sony

Embedded 3D

interactiveThe world becomes interactive

• Dual main and

sub-camera

• 3D mapping

• VR localization

Courtesy of Microsoft

• Dual main or

sub-camera

• 3D mapping

• LED illuminator

©2016 | www.yole.fr | Status of the CMOS image sensor industry3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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14

MOBILE FRONT 3D CAMERA

Use cases and opportunities of the front 3D camera

“Wow effect”, technology

leadership, and numerous business

opportunities for multiple

products

Enhanced video call

Morphing

Security(Facial recognition)

Gaming(Avatar)

Easy unlocking

Background removal, direct eye-contact

Morphing: real-time

filters (AR, face-swap)

on Facebook,

Snapchat, Instagram

Structured light approach not fully compatible with long

lasting application for now (High power consumption)

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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UNLOCKING THE NEXT DECADE

2027

2017Beginning of the

3D imaging era

1.4Mp NIR GS CameraToF Proximity sensor

Flood IR Illuminator7Mp RGB camera

FRONT Side

FRONT Side

Structured Light approach has been chosen as a

starting point for the 3D imaging era. The front 3D module

could evolve toward ToF technology in the future, showing

more reliability in direct sunlight and lower computation

need.

REAR Side

2D Camera

+3D Camera

for interaction

Multi-camera

System

for photography

Applications vs.Yole’s expectations

DOT IR Projector

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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MOBILE REAR 3D CAMERA

Use cases and opportunities of the Rear 3D camera

| 3D Imaging & Sensing | www.yole.fr | ©2018

Potentiality of

Augmented RealityUse cases for Mobile remains a

hard call :

• Augmented sales pitch

• Augmented gaming

As far as 2018 appeal of use cases

are not yet market proven and

could remain a niche feature in the

future.

Is it worth

an added

3D sensing

hardware ?

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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Consumer

Automotive

Medical

Industry/CommercialScientific/Defense/Space

2023e - 3D Imaging & Sensing

revenue breakdown

by markets

Consumer

Automotive

MedicalIndustry/Commer…

Scientific/Defense/Space

2017 - 3D Imaging & Sensing

revenue breakdown

by markets

3D IMAGING & SENSING MARKET FORECAST (IN $M)

3D Imaging & Sensing is

becoming a consumer market

2017

$2,062M

2023e

$18,524M

Courtesy of Apple

X9CAGR +44%

Market 2017 2023e CAGR

Consumer 375 13,773 82%

Automotive 391 2,383 35%

Medical 186 240 4%

Industry/Commercial 841 1,658 12%

Scientific/Defense/Space 268 471 10%

TOTAL 2,062 18,524 44%

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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MOBILE MARKET TREND

Apple introduced itstrudepth camera end of 2017 establishingthe trend for 3D front facing cameras

Due to the high costof the solution the wave has started on conservative side in terms of volume

We are less bulish for rear 3D business case as a lack of momentum for VR isnot supporting the trend

Adoption curveof smartphone

features are similar

3D camera adoption scenarios

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3D IMAGING & SENSING MARKET FORECAST

From high end to consumer

revenues increase x10

fold

In the last two years

the market for 3D

imaging & sensing

hardware doubled.

Due to higher ASP cost

than initially envisioned

market horizon has

increased toward $18B

Consumer will reach

$14B by 2023

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2018-2023 MOBILE AND CONSUMER 3D SENSING ECOSYSTEM

The consumerecosystem for 3D

sensing is a complex

intermixing of partnerships

Sensor

Illumination

Software &

Computing

3D System

Design

$6.2B market

in 2023

$2.2B market

in 2023

$2.7B market

in 2023

Optical path

3D camera

module Mfg

$4.4B market

in 2023

| 3D Imaging & Sensing | www.yole.fr | ©2018

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3D IMAGING AND SENSING TECHNOLOGIES

Depth-sensing technologies in mobile devices(Source: Yole Développement, 2018)

Stereo vision Structured light Time of Flight

Image resolution Several Mpix Max. 1–3 Mpix Max. VGA

HardwareSimple cameras

Complex system

Demanding illumination

Complex system

Simple illumination

Complex sensors

Computation power High Medium Low

LimitationsMay require illumination

in low light

Best indoors

Need power

Best indoors

Low resolution

Picture

(example)

Best suited for Robotic navigation 3D mapping Short-range gesture capture

Maturity High Medium Low

Players

Courtesy of ams

Courtesy of

PMD TechCourtesy of Apple

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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3D IMAGING AND SENSING TECHNOLOGIES

Available approaches

3D is a new frontier for

imaging sensors.

Courtesy of

Lytro

Courtesy of

LenovoCourtesy of

Heliotis

Courtesy of

IntelCourtesy of

Stereo Labs

Courtesy of

Keyence

Courtesy of

Light

Interferometric (OCT)

Time of Flight Structured light Laser triangulation

Plenoptic Stereo vision Computational

Time-gatedStructure from

motion

Computed tomography

Multiple

frame

3D

Single

frame

3D

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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3D IMAGING & SENSING MARKET FORECAST

On going market revolution

The age of 3D is here

• 2017 kick-started 3D imaging & sensing revenues with revenues above $2B and quantities in theorder of 35 Million Units.

• Thanks to semiconductor miniaturization advances, new 3D technologies are able to serve theconsumer market which is now well under way in 2018. The expected volume growth is 89% CAGRfor the next 5 years, revenue wise growth is expected at 44% CAGR.

• Aside of consumer, automotive market for 3D imaging and sensing devices will see large growth of35% CAGR in the next 5 years due to advancer driver assistance systems (ADAS) and autonomousdriving (AD) efforts.

• The initial growth in 3D imaging & sensing for medical is behind us and will follow the growth rate ofthe industry of 4% as it will fight price erosion.

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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RELATED REPORTS

3D Imaging & Sensing – Market & Technology Report | www.yole.fr | ©2018

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With the introduction of the iPhone X in September 2017, Apple set the standard for technology and use-case for 3D sensing in consumer. Apple contrived a complex assembly of camera modules and light sources using structured light principles, along with an innovative NIR global shutter image sensor from STMicroelectronics. From our initial depiction of the market in March 2017, the main gap is in illumination ASP, which is greater than expected. High expenses in dot and flood illumination VCSELs from Lumentum/II-VI/Finisar, along with the dot illuminator optical assembly from ams, are the biggest technology surprises powering Apple’s $1,000 smartphone.

Yole Développement (Yole) expects the global 3D imaging & sensing market to expand from $2.1B in 2017 to $18.5B in 2023, at a 44% CAGR. Along with consumer, automotive,

industrial, and other high-end markets will also experience a double-digit growth pattern.

The transition from imaging to sensing is happening before our eyes. Artificial intelligence (AI)-powered devices and robotics are gaining a better understanding of their surroundings, and developing a new level of interaction with humans. 3D imaging & sensing technology is currently delivering on its early promises. Despite half-successful attempts like Xbox’s Kinect technology and Leap-Motion hand controllers, 3D sensing is now tracking towards ubiquitousness. Technology providers of global shutter image sensors, VCSELs, injection-molded and glass optics, DOEs, and semiconductor packaging are all benefiting, and this latest edition of Yole’s popular report offers you key insights for navigating the 3D imaging & sensing revolution.

A 3D IMAGING & SENSING MARKET REVOLUTION HAS BEGUN

3D IMAGING & SENSING 2018 Market & Technology report - June 2018

The iPhone X initiated a trend. What happens next?

3D imaging & sensing revenue breakdown by markets

WHAT’S NEW• Updated mobile adoption rate/

ASP/revenue forecasts through2023

• Forecast analysis per sub-components

• Added scenario for mobile rear 3Dcamera

• Expected supply chains from theAndroid camp

• 3D imaging & sensing ecosystemupdate

• Updated trends for all markets• Special technology focus on the

iPhone X release• Technology cost breakdown• New technologies

OBJECTIVES OF THE REPORTGet the sample of the report on www.i-Micronews.comEcosystem identification and analysis:

• Determination of the applicationrange

• Technical market segmentation• Market trends and forecasts• Key players, by market and

analysisAnalysis and description of markets and technologies involved:

• Detailed applications per marketsegment

• Major global actors• Technology trends• Main technical challenges

KEY FEATURES OF THE REPORT• Market forecast (in Munits and $M)

through 2023• Ecosystem mapping• Application trends - mobile and

consumer, automotive, medical,scientific, space, and defense

• Technology trends - optical 3D/lidar/other WHAT’S NEXT?

In the consumer world, smartphone players are now quickly revising their own 3D sensing strategy. Oppo made the first announcement beginning of the year with Orbeec, while Xiaomi released the Mi 8 explorer edition with Mantis as a technology partner. We

expect Huawei to release its own solution soon, probably partnering with ams and Sunny Optical. 3D-enabled smartphones started off in-line with our previous forecast, which was conservative due to the solution’s high cost. In fact, players like Himax are currently paying

Consumer$13.8B

CAGR: 82%

Automotive$2.4B

CAGR: 35%

Medical$0.2B

CAGR: 4%

Industry/Commercial$1.7B

CAGR: 12%

Scientific/Defense/Space$0.5B

CAGR: 10%

Consumer$0.4B

Automotive$0.4B

Medical$0.2B

Industry/Commercial

$0.8B

2017 $2.1B

2023e $18.5B

Courtesy of Apple

x9CAGR 44%Scientific/Defense/Space

$0.3B

(Yole Développement, June 2018)

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Mobile and consumer 3D sensing ecosystem in 2018-2023

(Yole Développement, June 2018)

3D IMAGING & SENSING 2018

COMPLEX SUPPLY CHAIN CONSIDERATIONS

One of the key learnings from 2017 is the impressive complexity of consumer 3D imaging & sensing hardware and software. In 2016 we witnessed the sophistication of the Google Tango-enabled smartphone, the Lenovo Phab 2 Pro, which included a PMD time of flight sensor, an Omnivision NIR global shutter, and a Samsung RGB image sensor. The current implementations are not as simple as one would have initially thought; in fact, complexity has increased. This is not a first for Apple, which developed a similar strategy for smartphone cameras - one that saw

the company radically increase camera module complexity in early 2010’s, and subsequently leave the competition behind.

In this context, the ecosystem must adapt towards performance. Only a few players can actually deliver at the level of market demand. A few names of the supply chain:

1) Wafer and epiwafer manufacturers : SOITEC and IQE;

2) Sensor semiconductor companies : Sony, Samsung, Omnivision, STMicroelectronics, On Semiconductor, and Panasonic;

3) VCSEL suppliers : Lumentum, Finisar, II-VI, ams-Princeton Optronics, and Philips Photonics;

4) Packaging houses : Tong Hsing, Xintec;

5) Optical module companies : ams, Himax;

6) Module assembly players : LG Innotec, Sunny Optical, Semco, and O-Film.

Unlike previous sensing components, the responsibility of system design does not fall on the OEM - instead, a specialist is required, such as the Primesense team that Apple acquired in 2013, or other firms like Mantis, Orbbec, and ams, which want play the “specialist” role in the new 3D imaging & sensing ecosystem. Such players orchestrate the final solution while allowing room for the best in each sub-component category.

Is 3D imaging & sensing now ripe for disruption? Yole expects it will take at least 2 -3 years before any new solution start dramatically lowering total system cost.

2013-2023 penetration scenario for 3D cameras in smartphones

COMPANIES CITED IN THE REPORT (non exhaustive list)II-VI, Abbott, ams, Anritsu, Apple, ASC, BAE Systems, Bioptigen, Bosello, Canon, Continental, Core Photonics, Crystalvue, Epcos, Faceshift, Fairchild, Faro, Finisar, First Sensor, Fujifilm, GE, Gestigon, IDS, Huvitz, IFM, IQE, iRobot, iRay, Hamamatsu, Heptagon, Hexagon Metrology, Himax, Hokuyo, Hologic, Honeywell, Lee, Infineon, Keyence, Konica Minolta, Kreon, LeddarTech, Leica, Linx, Lips, LMI, Lumentum, Mantis Vision, Medtech, Melexis, Namuga, Nidek, Nikon, Nordson Dage, Nsi, Oculus, On Semi, Opto, Optopol, Orbbec, Pebbles, Olympus, Panasonic, Perceptron, Philips Photonics, Pix4D, PMD, Quanergy, Sanan, Sensata, Samsung, Sensl, Sick, Siemens, Softkinetic, Soitec, Sony, St.Jude Medical, STMicroelectronics, Teledyne Dalsa, Tetravue, Topcon, Toshiba, Trixell, Trinamix, Valeo, Varex, Varian, Velodyne Lidar, Vieworks, Yxlon, Zimmer, Zeiss Meditech, and more.

(Yole Développement, June 2018)

the price for a lower-performance offering and are struggling to get design-ins beyond AR/VR headsets for Microsoft.

Once the alternative supply chains for Android smartphones are in place, the adoption/attachment rate should accelerate and move from 13.5% in 2018 to 55% in 2023. The attachment on the phone’s rear (world) face remains a key question, as AR/VR has yet to show proven sales momentum. Yole nevertheless forecasts an emergence of rear 3D camera, though with limited penetration. Other notable next steps should include expansion into other consumer devices, and in automotive. In particular, consumer robotics should highly benefit. The high-end markets, i.e. medical, industrial, and scientific, are already well-accustomed to the modality and will accelerate adoption.

2013 2014 2015 2016 2017 2018e 2019e 2020e 2021e 2022e 2023e

2017 forecast – Accelerated 2017 forecast – Nominal 2017 forecast – Conservative Actual & forecast

20%

40%

60%

80%

100%

Penetration of fingerprint sensors

Next innovation Rear 3D ?

Penetration of dual rear cameras

Penetration of front 3D cameras

Pene

trat

ion

of t

echn

olog

y (%

)

Sensor $2.7B market in 2023

Software & computing 3D system design

Illumination $2.2B market in 2023

Optical path $4.4B market in 2023

3D camera module OEMs$6.2B market in 2023

Page 27: 3D Imaging & Sensing...more reliability in direct sunlight and lower computation need. REAR 2D Camera +3D Camera for interaction Multi-camera System for photography Applications vs.Yole’sexpectations

MARKET & TECHNOLOGY REPORT

Find more details about

this report here:

Glossary 2

Table of contents 3

Companies cited 5

Report objectives 6

Methodology 8

Executive summary 12

Introduction 26

> What is 3D imaging & sensing?> Market segmentation> Noteworthy news

Market forecast 37

> Market forecast > 2011-2023 3D imaging & sensing market

(in Munits)> 2011-2023 3D imaging & sensing ASP (in

$) > 2011-2023 3D imaging & sensing market

(in $M)

Ecosystem 49

> 3D imaging & sensing - ecosystem mapping

> Mobile and consumer electronics ecosystem

Application trends - Mobile 55

> Who can afford a smartphone?> 2011-2022 mobile handset forecast (in

Munits)> 2011-2022 penetration scenario for 3D

cameras in smartphones (in %)> Mobile market trends> Mobile application trends

Application trends - Consumer 68

> Consumer market trends> Consumer application trends> Computing market trends> Computing application trends> Consumer robotics market trends> Consumer robotics application trends

Application trends - Automotive 87

> Automotive market trends

> Automotive application trends> Autonomous vehicles

Application trends - Medical 104

> 2013-2023 forecast: sensors for X-Ray CT

> 2013-2023 forecast: sensors for molecular imaging

> 2013-2023 forecast: sensors for 3D CBCT

> 2013-2023 forecast: OCT equipment

Application trends - Industrial & commercial 103

> Commercial applications> Industrial applications> 2011-2023 3D forecast: imaging & sensing

for commercial applications > 2011-2023 3D forecast: imaging & sensing

for industrial applications > 2011-2023 forecast: commercial robotics > 2011-2023 forecast: automated guided

vehicles

Application trends - Scientific, defense, and space 116

> Surveying geosystems> Geographical information systems (GIS)> Military drones

Technology trends - Apple iPhone X TrueDepth 138

Technology trends - Optical 3D 146

> Depth-sensing technologies> 3D imaging & sensing for consumer> 3D imaging & sensing for the industry> 3D Time-of-Flight> Simultaneous localization and mapping

Technology trends - LIDAR 175

> 2011-2022 lidar market forecast> Lidar technology trends

Technology trends - other 3D technologies 188

> Medical technology trends> Industrial technology trends

TABLE OF CONTENTS (complete content on i-Micronews.com)

• Status of the CMOS Image Sensor Industry 2017

• Camera Module Industry Market and Technology Trends 2017

• Sensors for Robotic Vehicles 2018• Apple iPhone X Teardown and

Identification of Key Components • Intel RealSense D435 3D Active

IR Stereo Depth Camera

RELATED REPORTSBenefit from our Bundle & Annual Subscription offers and access our analyses at the best available price and with great advantages

AUTHORSPierre Cambou earned an Engineering degree from Université de Technologie de Compiègne and a master’s of Science from Virginia Tech in 1998, and graduated from Grenoble Ecole de Management’s MBA. He joined the imaging industry in 1999, holding several positions at Thomson TCS, which became Atmel Grenoble in 2001 and e2v Semiconductors in 2006. In 2012 Pierre founded Vence Innovation, now called Ir lynx, in order to bring to market a disruptive man-to-machine interaction technology. In 2014 Pierre joined market research and strategy consulting company Yole Développement (Yole) as Principal Analyst , Technology & Market - Imaging, which is within the Photonics, Sensing & Display division.

Dr. Guillaume Girardin is Director of the Photonics, Sensing & Display division at Yole Développement, par t of the Yole Group of Companies. As director he oversees several technical activities related to sensing technologies, including solid-state lighting & display, MEMS, sensors, actuators, imaging, photonics, and optoelectronics f ields. With his extensive experience in the semiconductor industry, Guillaume ably manages the growth of his team’s technical and market exper tise by increasing synergies around imaging and lighting/display, and enlarging the optoelectronics scope. Through daily interactions with leading companies, his analysts collect large amounts of data and integrate their understanding of the market’s evolution with the latest technological breakthroughs. Guillaume also focuses on managing business relationships with industry leaders, as well as the development of market research and strategy consulting activities within the Yole Group.Guillaume holds a Ph.D. in Physics and Nanotechnology from the Claude Bernard University Lyon 1 (Lyon, France) and a M.Sc. in Technology and Innovation Management from EM Lyon School of Business (Lyon, France).

Find all our reports on www.i-micronews.com

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Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services, reverse engineering and reverse costing services and well as IP and patent analysis. With a strong focus on emerging applications using silicon and/or micro manufacturing, the Yole group of companies has expanded to include more than 80 collaborators worldwide covering MEMS and image sensors, Compound Semiconductors, RF Electronics, Solid-state lighting, Displays, Software, Optoelectronics, Microfluidics & Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics and Batteries & Energy Management.The “More than Moore” market research, technology and strategy consulting company Yole Développement, along with its partners System Plus Consulting, PISEO and KnowMade, support industrial companies, investors and R&D organizations worldwide to help them understand markets and follow technology trends to grow their business.

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© 2018

Yole Développement

From Technologies to Market

Source: Wikimedia Commons

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

YOLE DEVELOPPEMENT – 4 DIVISIONS

Life Sciences

& Healthcare o Microfluidic

o BioMEMS

o Inkjet Printing

o Solid-State Medical Imaging& BioPhotonics

o BioTechnologies

Power

& Wireless

o RF Devices&Technology

o Compound Semiconductors& Emerging Materials

o Power Electronics

o Batteries & Energy Management

Semiconductor

& Software o Package &Assembly & Substrates

o SemiconductorManufacturing

o Memory

o Software & Computing

Photonics,

Sensing & Display

o Solid-State Lighting & Display

o MEMS,Sensors & Actuators

o Imaging

o Photonics & Optoelectronics

Semiconductor

& Software

Power & Wireless

Photonics,

Sensing

& Display

Life

Sciences &

Healthcare

Page 31: 3D Imaging & Sensing...more reliability in direct sunlight and lower computation need. REAR 2D Camera +3D Camera for interaction Multi-camera System for photography Applications vs.Yole’sexpectations

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

3 BUSINESS MODELS

o Consulting and Analysis

• Market data & research,

marketing analysis

• Technology analysis

• Strategy consulting

• Reverse engineering & costing

• Patent analysis

• Design and characterization of

innovative optical systems

• Financial services (due diligence,

M&A with our partner)

www.yole.fr

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infringement risk analysis

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analysis

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www.i-Micronews.com/reports

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• i-Micronews.com website

• @Micronews e-newsletter

• Communication & webcast

services

• Events: TechDays, forums,…

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

6 COMPANIES TO SERVE YOUR BUSINESS

Due diligence

www.yole.fr

Manufacturing costs analysis

Teardown and reverse engineering

Cost simulation tools

www.systemplus.fr

Market, technology and strategy

consulting

www.yole.fr

IP analysis

Patent assessment

www.knowmade.fr

Innovation and business maker

www.bmorpho.com

Design and characterization of

innovative optical systems

www.piseo.fr

Yole Group of Companies

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

OUR GLOBAL ACTIVITY

30%of our business

40%of our business 30%

of our business

Greater

China office

Yole Japan

HQ in Lyon

Nantes

Paris

Nice

Vénissieux

Europe office

Frankfurt

Hsinchu

Tokyo

Yole Inc.

Phoenix

Yole Korea

Seoul

Palo Alto

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

ANALYSIS SERVICES - CONTENT COMPARISON

Technology

and Market

Report

Leadership

Meeting

Q&A

Service

Depth of the analysis

Bre

adth

of th

e a

nal

ysis

Meet the

Analyst

Custom

Analysis

High

High

Low

Page 35: 3D Imaging & Sensing...more reliability in direct sunlight and lower computation need. REAR 2D Camera +3D Camera for interaction Multi-camera System for photography Applications vs.Yole’sexpectations

7©2018 | www.yole.fr | About Yole Développement

SERVING THE ENTIRE SUPPLY CHAIN

Our analysts provide market analysis,

technology evaluation,

and business plans along the entire

supply chain

Integrators, end-

users and software

developpers

Device manufacturers

Suppliers: material, equipment,

OSAT, foundries…

Financial investors, R&D centers

Page 36: 3D Imaging & Sensing...more reliability in direct sunlight and lower computation need. REAR 2D Camera +3D Camera for interaction Multi-camera System for photography Applications vs.Yole’sexpectations

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

SERVING MULTIPLE INDUSTRIAL FIELDS

We workacross

multiples industries to understand

the impact of More-than-

Moore technologies from deviceto system

From A to Z…

Transportation

makers

Mobile phone

and

consumer

electronics

Automotive

Medical

systems

Industrial

and defense

Energy

management

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

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

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

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

o You are looking for:

• An analysis of your product market

• A review of your competitors evolution

• An understanding of your manufacturing and production costs

• An understanding of your industry technology roadmap and related IPs

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

Our reports are for you!

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

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

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

REPORTS COLLECTION

www.i-Micronews.com

• MEMS & Sensors

• RF devices & technologies

• Imaging

• Medical technologies (MedTech)

• Photonics

• Advanced packaging

• Manufacturing

• Advanced substrates

• Power electronics

• Batteries and energy management

• Compound semiconductors

• Solid state lighting

• Displays

• Software

• Memory

Page 38: 3D Imaging & Sensing...more reliability in direct sunlight and lower computation need. REAR 2D Camera +3D Camera for interaction Multi-camera System for photography Applications vs.Yole’sexpectations

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

OUR 2018 REPORTS COLLECTION (1/4)

MEMS & SENSORS

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Status of the MEMS Industry 2018 – Update

− Silicon Photonics 2018 – Update

− Consumer Biometrics: Hardware & Software 2018 – Update

− Inkjet Functional and Additive Manufacturing for Electronics 2018

− Fingerprint Sensor Applications and Technologies – Consumer Market Focus 2017

− Sensors and Sensing Modules for Smart Homes and Buildings 2017

− Acoustic MEMS and Audio Solutions 2017

− MEMS & Sensors for Automotive Market & Technology Trends 2017

− High End Inertial Sensors 2017

− Magnetic Sensor 2017

o REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT– by System Plus Consulting

− Piezo MEMS 2018 *

o PATENT ANALYSES – by KnowMade

− MEMS Microphone – Patent Landscape Analysis

− Knowles MEMS Microphones in Apple iPhone 7 Plus – Patent-to-Product

Mapping 2017

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

− MEMS Pressure Sensor 2018 – Market & Technology Report

− MEMS Pressure Sensor Comparison 2018 – Structure, Process & Cost Report

− Gas & Particles 2018 – Market & Technology Report

− Gas & Particles Comparison 2018 – Structure, Process & Cost Report

− LiDARs for Automotive and Industrial Applications 2018 – Market & Technology Report

− LiDAR for Automotive 2018 – Patent Landscape Analysis

− MEMS Packaging 2017 – Market & Technology Report

− MEMS Packaging Comparison 2017 – Structure, Process & Cost Report

RF DEVICES AND TECHNOLOGIES

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Wireless technologies (Radar, V2X) for Automotive 2018

− RF Standards and Technologies for Connected Objects 2018

− RF & Photonic Components & Technologies for 5G Infrastructure 2018

o REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT– by System Plus Consulting

− Automotive Radar Comparison 2018

o PATENT ANALYSES – by KnowMade

− RF Acoustic Wave Filters 2017 – Patent Landscape Analysis

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

− 5G impact on RF Front End Modules and Connectivity for Cellphones 2018 – Market

& Technology Report – Update

− RF Front-End Module Comparison 2018 – Structure, Process & Cost Report

− RF Front End Modules for Cellphones 2018 – Patent Landscape Analysis

− Advanced RF System-in-Package for Cellphones 2018 – Market & Technology Report – Update*

− Advanced RF SiPs for Cell Phones Comparison 2017 – Structure, Process

& Cost Report

− RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023 Market & Technology Report – Update

− RF GaN Comparison 2018* – Structure, Process & Cost Report

− RF GaN 2018 – Patent Landscape Analysis

SOFTWAREo MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Consumer Biometrics: Sensors & Software 2018 – Update

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

− From Image Processing to Deep Learning, Introduction to Hardware and Software

Update : 2017 version still available / *To be confirmed

Page 39: 3D Imaging & Sensing...more reliability in direct sunlight and lower computation need. REAR 2D Camera +3D Camera for interaction Multi-camera System for photography Applications vs.Yole’sexpectations

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

OUR 2018 REPORTS COLLECTION (2/4)

IMAGING & OPTOELECTRONICS

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Status of the Compact Camera Module and Wafer Level Optics

− Industry 2018 – Update

− 3D Imaging and Sensing 2018 – Update

− Sensors for Robotic Vehicles 2018

− Machine Vision for Industry and Automation 2018

− Imagers and Detectors for Security and Smart Buildings 2018

− Uncooled Infrared Imagers 2017

o PATENT ANALYSES – by KnowMade

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

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

− Status of the CMOS Image Sensor Industry 2018 – Market & Technology Report -Update

− CMOS Image Sensor Comparison 2018 – Structure, Process & Cost Report

− CMOS Image Sensors Monitor 2018* – Quaterly Update**

− Camera Module 2017 – Market & Technology Report

− Compact Camera Module Comparison 2018 – Structure, Process & Cost Report

− LiDARs for Automotive and Industrial Applications 2018 – Market & Technology

Report

− LiDAR for Automotive 2018 – Patent Landscape Analysis

ADVANCED PACKAGING

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Status of Advanced Packaging Industry 2018 – Update

− Status of Advanced Substrates 2018: Embedded Die and Interconnects, Substrate Like PCB Trends

− 3D TSV and Monolithic Business Update 2018 – Update

− Power Modules Packaging 2018 – Update

− Discrete Power Packaging 2018 – Update*

− Status of Panel Level Packaging 2018

− Trends in Automotive Packaging 2018

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

− Integrated Passive Devices (IPD) 2018

− Thin-Film Integrated Passive Devices 2018

− Memory Packaging Market and Technology Report 2018 – Update*

o PATENT ANALYSES – by KnowMade

− Hybrid Bonding for 3D Stack – Patent Landscape Analysis

o LINKED REPORTS– by Yole Développement and System Plus Consulting

− Advanced RF System-in-Package for Cellphones 2018 – Market & Technology Report -Update*

− Advanced RF SiPs for Cell Phones Comparison 2017 – Structure, Process

& Cost Report

− Fan-Out Packaging 2018 – Market & Technology Report – Update*

− Fan-Out Packaging Comparison 2018* – Structure, Process & Cost Report

MANUFACTURING

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Wafer Starts for More Than Moore Applications 2018

− Equipment for More than Moore: Technology & Market Trends for Lithography & Bonding/Debonding 2018

− Polymeric Materials for wafer-level Advanced Packaging 2018

− Laser Technologies for Semiconductor Manufacturing 2017

− Glass Substrate Manufacturing in the Semiconductor Field 2017

− Equipment and Materials for Fan-Out Packaging 2017

− Equipment and Materials for 3D TSV Applications 2017

o LINKED REPORTS – by Yole Développement and System Plus Consulting

− Equipment for More than Moore: Technology & Market Trends for

Lithography & Bonding/Debonding 2018 – Market & Technology Report

− Wafer Bonding Comparison 2018 – Structure, Process & Cost Report

Update : 2017 version still available / *To be confirmed

Page 40: 3D Imaging & Sensing...more reliability in direct sunlight and lower computation need. REAR 2D Camera +3D Camera for interaction Multi-camera System for photography Applications vs.Yole’sexpectations

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

OUR 2018 REPORTS COLLECTION (3/4)MEMORY

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Emerging Non Volatile Memory 2018 – Update

− Memory Packaging Market and Technology Report 2018 – Update*

o QUARTERLY UPDATE – by Yole Développement**

− Memory Market Monitor 2018 (NAND & DRAM)

o MONTHLY UPDATE – by Yole Développement**

− Memory Pricing Monitor 2018 (NAND & DRAM)

o REVERSE ENGINEERING & COSTING REVIEW – by System Plus Consulting

− DRAM Technology & Cost Review 2018

− NAND Memory Technology & Cost Review 2018

o PATENT ANALYSES – by KnowMade

− 3D Non-Volatile Memories – Patent Landscape

COMPOUND SEMICONDUCTORS

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Status of Compound Semiconductor Industry 2018*

− GaAs Materials, Devices and Applications 2018

− InP Materials, Devices and Applications 2018

− Bulk GaN Substrate Market 2017

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

− Power SiC 2018: Materials, Devices, and Applications – Market & Technology

Report – Update

− SiC Transistor Comparison 2018 – Structure, Process & Cost Report

− Power SiC 2018 – Patent Landscape Analysis

− Power GaN 2018: Materials, Devices, and Applications – Market & Technology Report – Update

− GaN-on-Silicon Transistor Comparison 2018 – Structure, Process & Cost Report

− Status of the GaN IP – Patent Watch 2018 & Patent Activity 2017

− RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023

– Market & Technology Report – Update

− RF GaN – Patent Landscape Analysis

POWER ELECTRONICS

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Status of Power Electronics Industry 2018 – Update

− Discrete Power Packaging 2018 – Update*

− Power Electronics for Electric Vehicles 2018 – Update

− Integrated Passive Devices (IPD) 2018

− Wireless Charging Market Expectations and Technology Trends 2018

− Thermal Management Technology and Market Perspectives in Power

− Electronics and LEDs 2017

− Gate Driver 2017

− Power MOSFET 2017

− IGBT 2017

− Market Opportunities for Thermal Management Components in Smartphones 2017

o LINKED REPORTS – by Yole Développement, System Plus Consulting

and KnowMade

− Power Modules Packaging 2018 – Market & Technology Report – Update

− Automotive Power Module Packaging Comparison 2018 – Structure, Process & Cost Report

− Power ICs Market Monitor 2018 – Quaterly Update**

− Power ICs Market Comparison 2018* – Structure, Process & Cost Report

BATTERY AND ENERGY MANAGEMENTo MARKET AND TECHNOLOGY REPORT – by Yole Développement

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

o PATENT ANALYSES – by KnowMade

− Status of the Battery Patents – Patent Watch 2018 & Patent Activity 2017

o LINKED REPORTS – by Yole Développement and KnowMade

− Solid State Electrolyte Battery 2018 – Market & Technology Report

− Solid-State Batteries 2018 – Patent Landscape Analysis

Update : 2017 version still available / *To be confirmed / ** Can not be selected within an Annual Subscription offer

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

OUR 2018 REPORTS COLLECTION (4/4)

SOLID STATE LIGHTING

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− IR LEDs and Lasers 2018: Technology, Industry and Market Trends – Update

− Automotive Lighting 2018: Technology, Industry and Market Trends – Update

− UV LEDs 2018: Technology, Industry and Market Trends – Update

− LiFi: Technology, Industry and Market Trends

− LED Lighting Module Technology, Industry and Market Trends 2017

− CSP LED Lighting Modules

− Phosphors & Quantum Dots 2017 - LED Downconverters for Lighting & Displays

− Horticultural Lighting 2017

o LINKED REPORTS – by Yole Développement and System Plus Consulting

− VCSELs 2018: Technology, Industry and Market Trends – Market & Technology Report

− VCSELs Comparison 2018 – Structure, Process & Cost Report

DISPLAYS

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− Quantum Dots and Wide Color Gamut Display Technologies 2018 – Update

− Displays and Optical Vision Systems for VR/AR/MR 2018

− MicroLED Displays 2018 – Market & Technology Report – Update

o PATENT ANALYSES – by KnowMade

− MicroLED Display – Patent Landscape Analysis

MEDTECH

o MARKET AND TECHNOLOGY REPORT – by Yole Développement

− BioMEMS & Non Invasive Emerging Biosensors: Microsystems for Medical

− Applications 2018 – Update

− Point-of-Need Testing Application of Microfluidic Technologies 2018 – Update

− Neurotechnologies and Brain Computer Interface 2018

− CRISPR-Cas9 Technology: From Lab to Industries 2018

− Ultrasound technologies for Medical, Industrial and Consumer 2018

− Inkjet Functional and Additive Manufacturing for Electronics 2018

− Liquid Biopsy: from Isolation to Downstream Applications 2018

− Chinese Microfluidics Industry 2018

− Scientific Cameras for the Life Sciences & Analytical Instrumentation

Laboratory Markets 2018*

− Artificial Organ Technology and Market 2017

− Connected Medical Devices Market and Business Models 2017

− Status of the Microfluidics Industry 2017

− Organs-On-Chips 2017

− Solid-State Medical Imaging 2017

− Medical Robotics Market & Technology Analysis 2017

o PATENT ANALYSES – by KnowMade

− Microfluidic IC Cooling – Patent Landscape

− Circulating Tumor Cell Isolation – Patent Landscape

− OCT Medical Imaging – Patent Landscape

− Pumps for Microfluidic Devices – Patent Landscape 2017

− Microfluidic Technologies for Diagnostic Applications – Patent Landscape 2017

− FLUIDIGM – Patent Portfolio Analysis 2017

− Consumer Physics SCiO Molecular Sensor – Patent-to-Product Mapping 2017

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

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

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

Update : 2017 version still available / *To be confirmed

Page 42: 3D Imaging & Sensing...more reliability in direct sunlight and lower computation need. REAR 2D Camera +3D Camera for interaction Multi-camera System for photography Applications vs.Yole’sexpectations

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

OUR 2017 PUBLISHED REPORTS LIST (3/3)

OUR PARTNERS’ REPORTS

PATENT ANALYSES – by KnowMade

− Wireless Charging Patent Landscape Analysis

− RF Acoustic Wave Filters Patent Landscape Analysis

− NMC Lithium-Ion Batteries Patent Landscape Analysis

− Pumps for Microfluidic Devices Patent Landscape

− III-N Patent Watch

− FLUIDIGM Patent Portfolio Analysis

− Knowles MEMS Microphones in Apple iPhone 7 Plus Patent-to-Product Mapping 2017

− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping

− Patent Licensing Companies in the Semiconductor Market - Patent Litigation Risk and Potential Targets

− Microfluidic Technologies for Diagnostic Applications Patent Landscape

TEARDOWN & REVERSE COSTING – by System Plus Consulting

More than 60 teardowns and reverse costing analysis and cost simulation tools published in 2017

MORE INFORMATION

o All the published reports from theYole Group of Companies are available on our website www.i-Micronews.com.

o Ask for our Bundle Subscription offers: With our bundle offer, you choose the number of reports you are interested in and select the related offer. You then haveup

to 12 months to select the required reports from the Yole Développement, System Plus Consulting and KnowMade offering. Pay once and receive the reports

automatically (multi-user format). Contact your sales team according to your location (see the last slide).

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

MICRONEWS MEDIA

o About Micronews Media

To meet the growing demand for market,

technological and business information,

Micronews Media integrates several tools able

to reach each individual contact within its

network.We will ensure you benefit from this.

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

@Micronews e-newsletter

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FreeFullPDF.com

Events Webcasts

Unique, cost-effective ways

to reach global audiences.

Online display advertising

campaigns are great strategies

for improving your

product/brand visibility. They

are also an efficient way to

adapt with the demands of the

times and to evolve an effective

marketing plan and strategy.

Brand visibility, networking

opportunities

Today's technology makes it

easy for us to communicate

regularly, quickly, and

inexpensively – but when

understanding each other is

critical, there is no substitute

for meeting in-person.Events

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ideas with your customers,

partners, prospects while

increasing your brand/product

visibility.

Targeted audience

involvement equals clear,

concise perception of your

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Webcasts are a smart,

innovative way of

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

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

CONTACT INFORMATION

o CONSULTING AND SPECIFIC ANALYSIS, REPORT

BUSINESS

• North America:

• Steve LaFerriere, Senior Sales Director for Western US &

Canada

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

• Troy Blanchette, Senior Sales Director for Eastern US &

Canada

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

• Japan & Rest of Asia:

• Takashi Onozawa, General Manager, Asia Business

Development (Korea, Singapore, India & ROA)

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

• Miho Othake, Account Manager (Japan)

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

• Itsuyo Oshiba, Account Manager (Japan)

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

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

Development

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

• Europe: Lizzie Levenez, EMEA Business Development Manager

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

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

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

o FINANCIAL SERVICES (in partnershipwith Woodside

Capital Partners)

• Jean-Christophe Eloy, CEO & President

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

• Ivan Donaldson, VP of Financial Market Development

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

o GENERAL

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

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

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