47
© 2019 Market report Artificial Intelligence Computing for Automotive 2019 Sample From Technologies to Markets

Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

  • Upload
    others

  • View
    13

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

© 2019

Market report

Artificial Intelligence

Computing for Automotive 2019

Sample

From Technologies

to Markets

Page 2: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

2

TABLE OF CONTENTS

o REPORT OBJECTIVES & METHODOLOGY 4

o EXECUTIVE SUMMARY 12

1 – INTRODUCTION 35

2 – MARKET & TECHNOLOGY TRENDS 51

o Autonomous cars

• Focus on ADAS

• Focus on Robotic vehicles

o Infotainment

• Focus on Gesture recognition

• Focus on Speech recognition

3 – MARKET FORECASTS 124

o Autonomous cars

• Total AI-related computing hardware market revenue per applicationforecast 2018-2028

• Total AI-related computing hardware market revenue per level ofautonomy forecast 2018-2028

• ADAS & AD vehicles shipment forecast 2018-2028

• Average selling price assumptions of computing hardware for ADASvehicles

• ADAS computing hardware average selling price assumptions forecast2018-2028

• Central computing for robotic vehicles average selling price forecast 2018-2028

• Autonomous cars computing hardware market revenue in $M per level ofautonomy forecast 2018-2028

• Autonomous cars imaging-related computing hardware market revenue in$M per level of autonomy forecast 2018-2028

• AI penetration rate for imaging and fusion computing

• Autonomous cars AI-related computing hardware market revenue in $Mper level of autonomy

• Autonomous cars imaging-related computing hardware market revenue in$M per level of autonomy forecast 2018-2028

• AI penetration rate for imaging and fusion computing

• Autonomous cars AI-related computing hardware market revenue in $Mper level of autonomy

o Infotainment

• Average selling price assumptions of hardware & software

• Gesture and speech recognition revenues

• Gesture recognition penetration rate per level of autonomy

• Speech recognition penetration rate per level of autonomy

4 – ECOSYSTEMS 141

o Autonomous cars

o Infotainment

5 – INVESTMENTS 182

6 –ALGORITHMS REVIEW 187

o AI algorithms for imaging

o AI algorithms for audio

7 – CONCLUSIONS 206

Page 3: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

3

ABOUT THE AUTHORS OF THIS REPORT

Biographies & contact details

Yohann Tschudi

As a Software & Market Analyst, Dr. Yohann Tschudi is a member of the Semiconductor & Software division at Yole Développement (Yole).Yohann works daily with his team to identify, understand, and analyze the role of software and computing parts within any semiconductorproduct, from machine code to the most advanced algorithms. Following his thesis at CERN (Geneva, Switzerland), Yohann developed adedicated software for fluid mechanics and thermodynamics applications. Afterwards, he served for two years at the University of Miami(FL, United-States) as an AI scientist. Yohann has a PhD in High-Energy Physics and a master’s degree in Physical Sciences from ClaudeBernard University (Lyon, France).

Contact: [email protected]

Lauranne Chemisky

Lauranne Chemisky is a technology and market analyst in the Semiconductor and Software Team at Yole Développement. Lauranne iscurrently engaged in the development of market research reports as well as customized services for clients. She is able to leverage hertechnology training and experience in the fields of materials and semiconductor manufacturing processes for advanced packagingapplications. Previously, Lauranne worked at Apple, CA, USA in the Softgoods Product Design Team as a material development engineer.Lauranne holds a masters’ degree in Materials Science and Polymers from ITECH and an M.Sc. in Technology and Innovation Managementfrom EMLyon Business School, both in Lyon, France.

Contact: [email protected]

©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 4: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

4

Alphabet, Algolux, Amazon, AMD, Apple, ARM, Baidu, Bosch, BMW, Continental, Delphi, Eyesight Faurecia, Ford, General Motors, Google, Infineon, Intel, Intel Mobileye, Kalray, Lyft, Melexis, Mercedes-Benz, Microship, Microsoft, Nio, Nissan, Nuance, NVIDIA, NXP, Parrot,

PSA, Qualcomm, Renesas, Samsung, Sony Softkinetic, STMicroelectronics, Tesla, Texas Instruments, Toshiba, Toyota, Uber, Valeo, Videantis,Volkswagen, Volvo, Waymo, Xilinx,

and many more…

COMPANIES CITED IN THE REPORT

©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 5: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

5

REPORT OBJECTIVES

1. Provide a scenario for AI within the dynamics of the autonomous automotive market, and understand AI’simpact on the semiconductor industry:

o Hardware for AI - revenue forecast, volume shipments forecast

o Systems - ASP forecast, revenue forecast, volume shipments forecast

o Focus on autonomous automotive

2. Deliver an in-depth understanding of the ecosystem & players:

o Who are the players? What are the relationships inside this ecosystem? Who will win the “autonomous” battle?

o Who are the key suppliers to watch, and what technologies do they provide?

3. Offer key technical insight and analysis into future technology trends and challenges:

o Key technology choices

o Technology dynamics

o Emerging technologies and roadmaps

©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 6: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

6

WHO SHOULD BE INTERESTED IN THIS REPORT?

IC manufacturers and vendors, and IP sellers:

o Evaluate the market potential of future technologiesand products for new applicative markets

o Screen potential new suppliers for introducing newdisruptive technologies

o Monitor and benchmark your competitors’advancements

Sensors and AI-related companies:

o Spot new technologies and define diversificationstrategies

o Position your company in the ecosystem

Technology suppliers:

o Understand the strategies of big players and start-ups

Equipment and materials manufacturers:

o Comprehend ecosystem dynamics

o Realize the differentiated value of your products andtechnologies in this market

o Identify new business opportunities and prospects

Tier1 and OEMs:

o Analyze the benefits of using these new technologies inyour end-system

o Filter and select new suppliers

Financial and strategic investors:

o Grasp the potential of technologies and markets

o Acquaint yourself with key emerging companies andstart-ups

Page 7: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

7

Centralized edge computing

Sensor edge computing

REPORT SCOPE – IMPACT OF AI ON THE AUTOMOTIVE INDUSTRY

Level 5

Level 4

Robotics

Level 3

Level 2

Autonomous

driving

Infotainment

ADAS

Gesture

recognition

Speech

recognition

Driver environment

Driver eye/face

monitoring

Cloud computing

OUT OF REPORT

SCOPE

• Computing hardware type:

• Close to sensor

• Centralized computing

• Markets:

• Autonomous driving

• Driver environment

Tech

nolo

gy

Applications

©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 8: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

8©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 9: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

9©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 10: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

10©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 11: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

11©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 12: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

12

Driver Camera

©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 13: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

13©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 14: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

14©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 15: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

15©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 16: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

16©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 17: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

17©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 18: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

18©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 19: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

19©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 20: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

20©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 21: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

21©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 22: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

22©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 23: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

23©2019 | www.yole.fr | Artificial Intelligence Computing for Automotive 2019 | SAMPLE

Page 25: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

Artificial Intelligence (AI) is slowly but surely invading more and more markets, and thus the daily movements of each one. Yole Développement's (Yole) AI Computing for Automotive 2019 report describes AI’s impact on the automotive ecosystem through autonomous cars and infotainment applications/systems.

On the autonomy side, two trends are moving in parallel: on one hand, the classic Original Equipment Manufacturers with the addition of functionalities (including deep learning algorithms for object recognition) that facilitate an increase in advanced driver-assistance systems (ADAS) levels; and on the other hand, startups and tech giants offering services based on robotic vehicles, i.e. shuttles and robo-taxis. These different applications and systems have rapidly surrounded themselves with rich, diversified ecosystems, particularly in terms of sensors and computing. In the ADAS ecosystem, we find classic OEMs like GM, Ford, Toyota, BMW, Audi, and Mercedes, and new players such as Tesla and Nio. On the robotic vehicles side, tech giants including Google (Waymo), Uber, Yantex, Baidu, and Apple will offer the first robo-taxi services in targeted cities this year, surrounded by startups that also offer Maas (Mobility-as-a-service).

Regarding robotic shuttle, bus, and commercial vehicle, we find an array of startups such as Navya, EasyMile, and Drive.ai offering transport services

for people or goods in closed environments and at low-speed. Tier-1s like Continental are also investing in this promising market. Regarding the usual automotive market, we could expect the first level 2+ and level 3 ADAS cars (with AI-based autonomy) to arrive this year.

Computing has also grown enormously around major players like Intel and its Mobileye product, and NVIDIA with its Xavier GPU, which now includes units designed specifically for the calculation of deep-learning algorithms. Other solutions offered in dedicated products from Renesas, Xilinx, and Kalray also show much potential. The segmentation by activity - Focus on USA illustration describes these players’ landscape and activity.

AI enters the fray with speech and gesture-recognition technologies. Smart-home giants Google and Amazon are now in cars with their well-known speech recognition solutions "Ok, Google!” and “Alexa”, respectively. And Google goes even further by integrating its Android operating system. In terms of gesture recognition, Sony Softkinetic plays a central role with OEMs in developing these solutions.

On the computing side, the players are not much different from those in autonomous driving, because it is necessary to develop powerful, power-consuming, adapted solutions for these specific application types.

ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVEMarket & Technology report - February 2019

Artificial Intelligence for automotive: why you should care.

KEY FEATURES•ArtificialIntelligence(AI)technologiesusedinautomotive

•CloudcomputingandedgecomputingforAI

•Typesofhardwareforadvanceddriver-assistancesystems(ADAS),roboticvehicles,andinfotainment

•Ecosystems,marketforecast,andtrends

•AIsoftwaredesignandplayers’strategies

OBJECTIVES OF THE REPORT•ProvideascenarioforAIwithinthedynamicsoftheautonomousautomotivemarket,andunderstandAI’simpactonthesemiconductorindustry:-HardwareforAI-Revenueforecast,volumeshipmentsforecast-Systems-Applicationsserviceprovidersforecast,revenueforecast,volumeshipmentsforecast-Focusonautonomousautomotive

•Offeranin-depthunderstandingoftheecosystemandplayers:-Whoaretheplayers?Whataretherelationshipsinsidethisecosystem?Whowillwinthe“autonomousbattle”?-Whoarethekeysupplierstowatch,andwhattechnologiesdotheyprovide?

•Deliverkeytechnicalinsight&analysisregardingfuturetechnologytrendsandchallenges:-Keytechnologychoices-Technologydynamics-Emergingtechnologiesandroadmaps

(Yole Développement, February 2019)

THE EXPECTED REVOLUTION

In 2018, only robotic vehicles could claim to possess in-car AI. The associated computing market, driven by computers equivalent to what is found in datacenters and associated with rather low volumes, brought the computing market to

$156M in 2018. Over the next 10 years, with the development of robo-taxis and shuttles, this market will remain the main revenue generator for AI in automotive, with $9B in total computing revenue expected in 2028.

Segmentation by activity* - Focus on USA**

ARTIFICIAL INTELLIGENCE SHORTENS THE PATH TO AUTONOMY AND BRINGS THE HOME INTO THE CAR

VP***/Fusion

FPGA

IP

Algorithms

Hardware

Software

* Non-exhaustive list of companies - ** All main geographic areas are presented in the report - *** VP= Vision Processor

Page 26: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019

Value chain & interactions*

(Yole Développement, February 2019)

WHERE ARE WE TODAY, AND WHERE ARE WE GOING?

The stakes are high: the first company to be on the road with a mature technology in terms of security, autonomy, and service features will inevitably take the bulk of the market. Today, Google Waymo has a considerable lead technologically and at the service level – its first cars are already on the road, and a handful of users are already enjoying its services. On the ADAS side, Audi launches its first level 3 this year (the 2019 Audi A8), while behind Audi the majority

of OEMs are offering level 2+ features and planning to release their high-end Level 3 models this year and next. For security and marketing reasons, some OEMs, i.e. Ford, Volvo, and Toyota, have decided to attack directly Level 4 skipping Level 3, with results expected around 2025.

Specific to infotainment, there are only a few players right now. Sony Softkinetic leads the pack for gesture recognition, and Google, with its vast experience,

In 2019, the first cars qualified as “ADAS level 3” will

hit the road, and AI will enter ADAS level 2 cars,

replacing conventional computer-vision algorithms.

Yole expects a $63M computing market for ADAS in

2019, reaching almost $3.7B in 2028. For infotainment,

AI is already present in high-end BMW, Volvo, and

Mercedes models as an option involving relatively

low volumes. Also, embedded in-car computing

remains quite inexpensive because the computing is

done in the Cloud. However, as for the smart-home market, there is a willingness to bring intelligence to the Edge, implying the need to create powerful, more expensive computing. Yole foresees a fairly strong increase in infotainment computing revenue, rising from $18M in 2018 to $768M in 2028.

All AI-related computing is literally exploding, with total expected 2028 revenue increasing to almost $14B at a 50% CAGR2018-2028.

2018-2028 revenues breakdown per market

(Yole Développement, February 2019)

ArtificialIntelligencesoftware

Hardware

Sensors

Data treatment & analysis

Tier 1s

OEMs Service providers

*Non-exhaustive list of companies

$18.5M*CAGR2018-2028

+49%

2018$174M

2028 $13 800M

$9 400M

*CAGR: Compound Annual Growth Rate

$155M

$0$3 700M

$770 M

Robotic vehiclesInfotainmentAdvanced driver-assistancesystems (ADAS) vehicles

Page 27: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

MARKET & TECHNOLOGY REPORT

COMPANIES CITED IN THE REPORT (non exhaustive list)Alphabet, Algolux, Amazon, AMD, Apple, ARM, Baidu, Bosch, BMW, Continental, Delphi, Eyesight Faurecia, Ford, General Motors, Google, Infineon, Intel, Intel Mobileye, Kalray, Lyft, Melexis, Mercedes-Benz, Microship, Microsoft, Nio, Nissan, Nuance, NVIDIA, NXP, Parrot, PSA, Qualcomm, Renesas, Samsung, Sony Softkinetic, STMicroelectronics, Tesla, Texas Instruments, Toshiba, Toyota, Uber, Valeo, Videantis, Volkswagen, Volvo, Waymo, Xilinx, and many more...

Find more details about

this report here:

RELATED REPORTSBenef i tf romourBundle&AnnualSubscriptionoffersandaccessouranalysesatthebestavailablepriceandwithgreatadvantages

leverages its innovative technologies in the speech recognition segment.

On the computing side, two giants appear to be leading the race: Intel Mobileye for the ADAS market, and NVIDIA for the robotic vehicles market. These companies’ solutions are powerful and they also offer extremely powerful software and software stacks dedicated to processing AI and computer vision algorithms and adapted to the automotive ecosystem. However, thanks to a slower cycle in the automotive world, other competitors like Renesas and Xilinx are close behind.

The value chain & interactions figure shows these players’ position in the value chain, their leadership, and their relationships.

The autonomous driving revolution is fast-paced and road-worthy, but also full of obstacles. The stakes are huge, with the prize being access to a market in the tens of billions of dollars. AI and its associated computing fields will play the crucial role of catalyst for companies wishing to access this market.

When all is said and done, will Sony, Intel, and Mobileye still lead? Are expectations reasonable? And most importantly, what does the future hold for AI in automotive?

•Hardware&SoftwareforAI2018–Consumerfocus

•FromImageProcessingtoDeepLearning, IntroductiontoHardwareandSoftware2017

•SensorsforRoboticsVehicles2018

Findallourreportsonwww.i-micronews.com

Dr. Yohann Tschudi is a member of theSemiconductor andSoftware division at YoleDéveloppement(Yole).AsaSoftwareandMarketAnalyst,Yohann works with his team to identify,understand, and analyze the role ofsoftware and computing parts within anysemiconductorproduct-fromthemachinecode to the highest level of algorithms.Upon completing his thesis at CERN inGeneva, Switzerland, Yohann developeddedicatedsoftwareforfluidmechanicsandthermodynamicsapplications.Afterwards,he worked at the University of Miami(Florida, United States) for two years asanAIscientist.YohannhasaPhDinHigh-Energy Physics and a master’s degree inPhysical Sciences from Claude BernardUniversityinLyon,France.

AUTHORS

Lauranne Chemisky is a Technology andMarket Analyst for YoleDéveloppement’s Semiconductor andSoftware team. Lauranne developsmarketresearch reports and customized servicesforYole’s clients, leveraging her technologytraining and experience in the fields ofmaterialsandsemiconductormanufacturingprocesses for advanced packag ingapplications. Previously, Lauranne workedasaMaterialDevelopmentEngineerontheSoftgoods Product Design Team at Apple(CA,USA).Sheholdsamaster’sdegree inMaterialsScienceandPolymersfromITECHandanM.Sc. inTechnologyand InnovationManagementfromEMLyonBusinessSchool,bothinLyon,France.

Report objectives & methodology 4

Executive summary 12

Introduction 35

Market & technology trends 51> Autonomous cars

- Focus on ADAS- Focus on robotic vehicles

> Infotainment - Focus on gesture recognition- Focus on speech recognition

Market forecasts 124> Autonomous cars

- Total AI-related computing hardware market revenue, per application: 2018 - 2028 forecast

- Total AI-related computing hardware market revenue, per autonomy level: 2018 - 2028 forecast

- ADAS & AD vehicle shipments: 2018 - 2028 forecast

- Average selling price assumptions for computing hardware in ADAS vehicles

- ADAS computing hardware: average selling price assumptions, 2018 - 2028 forecast

- Central computing for robotic vehicles: average selling price, 2018 - 2028 forecast

- Autonomous cars computing hardware market: revenue in $M, per level of autonomy - 2018 - 2028 forecast

- Autonomous cars imaging-related computing hardware market: revenue in $M, per level of autonomy - 2018 - 2028 forecast

- AI penetration rate for imaging and fusion computing

- Autonomous cars AI-related computing hardware market: revenue in $M, per level of autonomy

- Autonomous cars imaging-related computing hardware market: revenue in $M, per level of autonomy - 2018 - 2028 forecast

- AI penetration rate for imaging and fusion computing

- Autonomous cars AI-related computing hardware market: revenue in $M, per level of autonomy

> Infotainment- Average selling price assumptions for

hardware and software- Gesture and speech-recognition revenue- Gesture-recognition penetration rate, per

autonomy level- Speech-recognition penetration rate, per

autonomy level

Ecosystems 141> Autonomous cars> Infotainment

Investments 182

Algorithms review 187> AI algorithms for imaging > AI algorithms for audio

Conclusions 206

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

Page 28: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

ORDER FORMArtificial Intelligence Computing for Automotive 2019

SHIPPING CONTACT

First Name:

Email:

Last Name:

Phone:

PAYMENT

BY CREDIT CARD Visa Mastercard Amex

Name of the Card Holder:

Credit Card Number:

Card Verification Value (3 digits except AMEX: 4 digits): Expiration date:

BY BANK TRANSFERBANK INFO: HSBC, 1 place de la Bourse, F-69002 Lyon, France, Bank code: 30056, Branch code: 00170Account No: 0170 200 1565 87, SWIFT or BIC code: CCFRFRPP, IBAN: FR76 3005 6001 7001 7020 0156 587

RETURN ORDER BY • MAIL: YOLE DÉVELOPPEMENT, Le Quartz,

75 Cours Emile Zola, 69100 Villeurbanne/Lyon - France

SALES CONTACTS • Western US & Canada - Steve Laferriere:

+ 1 310 600-8267 – [email protected]• Eastern US & Canada - Troy Blanchette:

+1 704 859 0453 – [email protected]• Europe & RoW - Lizzie Levenez:

+ 49 15 123 544 182 – [email protected]• Japan & Rest of Asia - Takashi Onozawa:

+81-80-4371-4887 – [email protected]• Greater China - Mavis Wang:

+886 979 336 809 – [email protected]• Specific inquiries: +33 472 830 180 – [email protected]

(1) Our Terms and Conditions of Sale are available at www.yole.fr/Terms_and_Conditions_of_Sale.aspx The present document is valid 24 months after its publishing date: February 21, 2019

/

ABOUT YOLE DEVELOPPEMENT

BILL TO

Name (Mr/Ms/Dr/Pr):

Job Title:

Company:

Address:

City:

State:

Postcode/Zip:

Country*:

*VAT ID Number for EU members:

Tel:

Email:

Date:

PRODUCT ORDER - Ref YD19005Please enter my order for above named report: One user license*: Euro 5,990 Multi user license: Euro 6,490- The report will be ready for delivery from March 11, 2019- For price in dollars, please use the day’s exchange rate. All reports are

delivered electronically at payment reception. For French customers, add 20% for VAT

I hereby accept Yole Développement’s Terms and Conditions of Sale(1)

Signature:

*One user license means only one person at the company can use the report.

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

CONSULTING AND ANALYSIS• Market data & research, marketing analysis• Technology analysis• Strategy consulting• Reverse engineering & costing• Patent analysis• Design and characterization of innovative optical systems• Financial services (due diligence, M&A with our partner)More information on www.yole.fr

MEDIA & EVENTS• i-Micronews.com website & related @Micronews e-newsletter• Communication & webcast services• Events: TechDays, forums…More information on www.i-Micronews.com

REPORTS• Market & technology reports• Patent investigation and patent infringement risk analysis• Structure, process and cost analysis• Cost simulation toolMore information on www.i-micronews.com/reports

CONTACTSFor more information about :• Consulting & Financial Services: Jean-Christophe Eloy ([email protected])• Reports: David Jourdan ([email protected]) Yole Group of Companies• Press Relations & Corporate Communication: Sandrine Leroy ([email protected])

Page 29: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

© 2019

Yole Développement

From Technologies to Market

Source: Wikimedia Commons

Page 30: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

2©2019 | www.yole.fr | About Yole Développement

YOLE DEVELOPPEMENT – FIELDS OF EXPERTISE

Life Sciences

& Healthcare o Microfluidics

o BioMEMS & Medical Microsystems

o Inkjet and accurate dispensing

o Solid-State Medical Imaging & BioPhotonics

o BioTechnologies

Power

& Wireless

o RF Devices & Technologies

o Compound Semiconductors & Emerging Materials

o Power Electronics

o Batteries & Energy Management

Semiconductor

& Software o Package,Assembly & Substrates

o Semiconductor Manufacturing

o Memory

o Software & Computing

Photonics,

Sensing & Display

o Solid-State Lighting

o Display

o MEMS, Sensors & Actuators

o Imaging

o Photonics & Optoelectronics

Semiconductor

& Software

Power & Wireless

Photonics,

Sensing

& Display

Life

Sciences &

Healthcare

Page 31: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

3©2019 | www.yole.fr | About Yole Développement

4 BUSINESS MODELS

o Consulting and Analysis

• Market data & research,

marketing analysis

• Technology analysis

• Strategy consulting

• Reverse engineering & costing

• Patent analysis

• Design and characterization

of innovative optical systems

• Financial services (due

diligence, M&A with our

partner)

www.yole.fr

o Syndicated reports

• Market & technology reports

• Patent investigation and patent

infringement risk analysis

• Teardowns & reverse costing

analysis

• Cost simulation tool

www.i-Micronews.com/reports o Media

• i-Micronews.com website

• @Micronews e-newsletter

• Communication & webcast

services

• Events: TechDays, forums,…

www.i-Micronews.com

o Monitors

• Monthly and/or Quarterly

update

• Excel database covering supply,

demand, and technology

• Price, market, demand and

production forecasts

• Supplier market shares

www.i-Micronews.com/reports

Page 32: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

4©2019 | www.yole.fr | About Yole Développement

6 COMPANIES TO SERVE YOUR BUSINESS

Due diligence

www.yole.fr

Manufacturing costs analysis

Teardown and reverse engineering

Cost simulation tools

www.systemplus.fr

Market, technology and strategy

consulting

www.yole.fr

IP analysis

Patent assessment

www.knowmade.fr

Innovation and business maker

www.bmorpho.com

Design and characterization of

innovative optical systems

www.piseo.fr

Yole Group of Companies

Page 33: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

5©2019 | www.yole.fr | About Yole Développement

OUR GLOBAL ACTIVITY

30%of our business

40%of our business 30%

of our business

Greater

China office

Yole Japan

HQ in Lyon

Nantes

Paris

Nice

Vénissieux

Europe office

Frankfurt

Hsinchu

Tokyo

Yole Inc.

Phoenix

Yole Korea

Seoul

Palo Alto

Page 34: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

6©2019 | www.yole.fr | About Yole Développement

ANALYSIS SERVICES - CONTENT COMPARISON

Technology

and Market

Report

Leadership

Meeting

Q&A

Service

Depth of the analysis

Bre

adth

of th

e a

nal

ysis

Meet the

Analyst

Custom

Analysis

High

High

Low

Page 35: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

7©2019 | www.yole.fr | About Yole Développement

SERVING THE ENTIRE SUPPLY CHAIN

Our analysts provide market analysis,

technology evaluation,

and business plans along the entire

supply chain

Integrators, end-

users and software

developers

Device manufacturers

Suppliers: material, equipment,

OSAT, foundries…

Financial investors, R&D centers

Page 36: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

8©2019 | www.yole.fr | About Yole Développement

SERVING MULTIPLE INDUSTRIAL FIELDS

We workacross

multiples industries to understand

the impact of More-than-

Moore technologies from deviceto system

From A to Z…

Transportation

makers

Mobile phone

and

consumer

electronics

Automotive

Medical

systems

Industrial

and defense

Energy

management

Page 37: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

9©2019 | www.yole.fr | About Yole Développement

o Over the course of more than 20 years, Yole Développement has grown to become a group of companies. Together with System Plus Consulting and KnowMade, we now

provide marketing, technology and strategy consulting, media and corporate finance services, reverse costing, structure, process and cost analysis services and well as

intellectual property (IP) and patent analysis. Together, our group of companies is collaborating ever closer and therefore will offer, in 2019, a collection of over 125 reports

and 10 new monitors. Combining respective expertise and methodologies from the three companies, they cover:

o If you are looking for:

• An analysis of your product market and technology

• A review of how your competitors are evolving

• An understanding of your manufacturing and production costs

• An understanding of your industry’s technology roadmap and related IPs

• A clear view supply chain evolution

Our reports and monitors are for you!

o Our team of over 70 analysts, including PhD and MBA qualified industry veterans from Yole Développement, System Plus Consulting and KnowMade, collect information,identify trends, challenges, emerging markets, and competitive environments. They turn that information into results and give you a complete picture of your industry’slandscape. In the past 20 years, we have worked on more than 2,000 projects, interacting with technology professionals and high-level opinion makers from the mainplayers of their industries and realized more than 5,000 interviews per year.

WHAT TO EXPECT IN 2019?In 2019 we will extend our offering with a new ‘monitor’ product which provides more updates on your industry during the year. The Yole Group of Companies is also buildingon and expanding its investigations of the memory industry. Moreover, in parallel, the Yole Group reaffirms its commitment to a new collection of reports mixing software andhardware and is increasing its involvement in displays, radio-frequency (RF) technology, advanced substrates, batteries and compound semiconductors. Discover our 2019program right now, and ensure you get a true vision of the industry. Stay tuned!

REPORTS COLLECTION

www.i-Micronews.com

• MEMS & Sensors

• RF devices & technologies

• Medical technologies

• Semiconductor Manufacturing

• Advanced packaging

• Memory

• Batteries and energy management

• Power electronics

• Compound semiconductors

• Solid state lighting

• Displays

• Software

• Imaging

• Photonics

Page 38: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

10©2019 | www.yole.fr | About Yole Développement

OUR 2019 REPORTS COLLECTION (1/4)

18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

Market –Technology – Strategy – by Yole DéveloppementYole Développement (Yole) offers market reports including quantitative market forecasts,

technology trends, company strategy evaluation and indepth application analyses. Yole will

publish more than 55 reports in 2019, with our partner PISEO contributing to some of

the lighting reports.

Reverse Costing® – Structure, Process and Cost Analysis – by

System Plus ConsultingThe Reverse Costing® report developed by System Plus Consulting provides full

teardowns, including detailed photos, precise measurements, material analyses,

manufacturing process flows, supply chain evaluations, manufacturing cost analyses and

selling price estimations. The reports listed below are comparisons of several analyzed

components from System Plus Consulting. More reports are however available, and over

60 reports will be released in 2019.The complete list is available at www.systemplus.fr.

Patent Reports – by KnowMadeMore than describing the status of the IP situation, these analyses provide a missing link

between patented technologies and market, technological and business trends. They offer

an understanding of the competitive landscape and technology developments from a

patent perspective. They include key insights into key IP players, key patents and future

technology trends. For 2019 KnowMade will release over 15 reports.

The markets targeted are :

• Mobile & Consumer

• Automotive & Transportation

• Medical

• Industrial

• Telecom & Infrastructure

• Defense & Aerospace

• Linked reports are dealing with the same topic to provide

• a more detailed analysis.

Page 39: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

11©2019 | www.yole.fr | About Yole Développement

OUR 2019 REPORTS COLLECTION (1/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

MEMS & SENSORS

o MARKET AND TECHNOLOGY REPORT

• Status of the MEMS Industry 2019 - Update

• Status of the Audio Industry 2019 - New

• Uncooled Infrared Imagers and Detectors 2019 – Update

• Consumer Biometrics:Technologies and Market Trends 2018

• MEMS Pressure Sensor Market and Technologies 2018

• Gas & Particle Sensors 2018

o STRUCTURE, PROCESS & COST REPORT

• MEMS & Sensors Comparison 2019

• MEMS Pressure Sensor Comparison 2018

• Particle Sensors Comparison 2019

• Miniaturized Gas Sensors Comparison 2018

o PATENT REPORT

• MEMS Foundry Business Portfolio 2019 - New

• Miniaturized Gas Sensors 2019 - New

PHOTONIC AND OPTOELECTRONICS

o MARKET ANDTECHNOLOGY REPORT

• Photonic Integrated Circuit 2019 - New

• LiDARs for Automotive and Industrial Applications 2019 - Update

• Silicon Photonics 2018

o PATENT REPORT

• Silicon Photonics for Data Centers: Optical Transceiver 2019 - New

• LiDAR for Automotive 2018

RF DEVICES AND TECHNOLOGIES

o MARKET ANDTECHNOLOGY REPORT

• RF GaN Market: Applications, Players, Technology,

and Substrates 2019 - Update

• 5G’s Impact on RF Front-End Module and Connectivity

for Cell Phones 2019 – Update

• 5G impact on Wireless Infrastructure 2019

• Radar andV2X Market & Technology for Automotive 2019 - Update

• Advanced RF Antenna Market & Technology 2019 - New

• RF Standards and Technologies for Connected Objects 2018

o STRUCTURE, PROCESS & COST REPORT

• RF Front-End Module Comparison 2019 - Update

• Automotive Radar RF Chipset Comparison 2018

o PATENT REPORT

• Antenna for 5G Wireless Communications 2019 - New

• RF Front End Modules for Cellphones 2018

• RF Filter for 5G Wireless Communications: Materials and Technologies 2019

• RF GaN : Materials, Devices and Modules 2018

Update : 2018 version still available

Page 40: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

12©2019 | www.yole.fr | About Yole Développement

OUR 2019 REPORTS COLLECTION (2/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

IMAGING

o MARKET AND TECHNOLOGY REPORT

• Status of the CIS Industry 2019: Technology

and Foundry Business - Update

• Imaging for Automotive 2019 - Update

• Neuromorphic Technologies for Sensing 2019 - Update

• Status of the CCM and WLO Industry 2019 - Update

• MachineVision for Industry and Automation 2018

• Sensors for Robotic Vehicles 2018

o STRUCTURE, PROCESS & COST REPORT

• Compact Camera Modules Comparison 2019

• CMOS Image Sensors Comparison 2019

o PATENT REPORT

• Facial & Gesture Recognition Technlogies in Mobile Devices 2019 - New

• Apple iPhone X Proximity Sensor & Flood Illuminator 2018

MEDICAL IMAGING AND BIOPHOTONICS

o MARKET ANDTECHNOLOGY REPORT

• X-Ray Flat Panel Detectors for Military, Industrial

and Medical Applications 2019 - New

• Microscopy Life Science Cameras: Market and Technology Analysis 2019

• Ultrasound technologies for Medical, Industrial

and Consumer Applications 2018

o PATENT REPORT

• Optical Coherence Tomography Medical Imaging 2018

MICROFLUIDICS

o MARKET ANDTECHNOLOGY REPORT

• Status of the Microfluidics Industry 2019 - Update

• Next Generation Sequencing & DNA Synthesis - Technology,

Consumables Manufacturing and Market Trends 2019 - New

• Organ-on-a-Chip Market & Technology Landscape 2019 - Update

• Point-of-Need Testing Application of Microfluidic Technologies 2018

• Liquid Biopsy: from Isolation to Downstream Applications 2018

• Chinese Microfluidics Industry 2018

o PATENT REPORT

• Microfluidic Manufacturing Technologies 2019 – New

INKJET AND ACCURATE DISPENSING

o MARKET ANDTECHNOLOGY REPORT

• Inkjet Printheads - Dispensing Technologies

& Market Landscape 2019 - Update

• Emerging Printing Technologies

for Microsystem Manufacturing 2019 - New

• Piezoelectric Materials from Bulk to Thin Film 2019 - New

• Inkjet Functional and Additive Manufacturing for Electronics 2018

o STRUCTURE, PROCESS & COST REPORT

• Piezoelectric Materials from Bulk to Thin Film Comparison 2019

Update : 2018 version still available

Page 41: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

13©2019 | www.yole.fr | About Yole Développement

OUR 2019 REPORTS COLLECTION (3/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

BIOTECHNOLOGIES

o MARKET AND TECHNOLOGY REPORT

• CRISPR-Cas9 Technology: From Lab to Industries 2018

o PATENT REPORT

• Personalized Medicine 2019 – New

BIOMEMS & MEDICAL MICROSYSTEMS

o MARKET ANDTECHNOLOGY REPORT

• Medical Wearables: Market & Technology Analysis 2019 - New

• Neurotechnologies and Brain Computer Interface 2018

• BioMEMS & Non-Invasive Sensors: Microsystems for Life Sciences

& Healthcare 2018

o PATENT REPORT

• 3D Cell Printing 2019 - New

• Circulating Tumor Cells Isolation 2019 - New

• Nanopore Sequencing 2019 - New

SOFTWARE AND COMPUTING

o MARKET ANDTECHNOLOGY REPORT

• Artificial Intelligence Computing For Automotive 2019 - New

• Hardware and Software for Artificial Intelligence (AI)

in Consumer Applications 2019 - Update

• From Image Processing to Deep Learning 2019 - Update

• xPU (Processing Units) for Cryptocurrency, Blockchain, HPC

and Gaming 2019 – New

MEMORY

o MARKET AND TECHNOLOGY REPORT

• Status of the Memory Business 2019 - New

• MRAM Technology and Business 2019 - New

• Emerging NonVolatile Memory 2018

o STRUCTURE, PROCESS & COST REPORT

• Memory Comparison 2019

o PATENT REPORT

• Magnetoresistive Random-Access Memory (MRAM) 2019 - New

• 3D Non-Volatile Memory 2018

ADVANCED PACKAGING

o MARKET ANDTECHNOLOGY REPORT

• Fan Out Packaging Technologies and Market Trends 2019 - Update

• 3D TSV Integration and Monolithic Business Update 2019 - Update

• Advanced RF SiP for Cellphones 2019 - Update

• Status of Advanced Packaging 2019 - Update

• Status of Advanced Substrates 2019 - Update

• Panel Level Packaging Trends 2019 - Update

• RF System-in-Package & Materials for 5G 2019 - New

• System in Package (SiP) Technology and Market Trends 2019 - New

• Trends in Automotive Packaging 2018

• Thin-Film Integrated Passive Devices 2018

o STRUCTURE, PROCESS & COST REPORT

• Advanced RF SiP for Cellphones Comparison 2019

Update : 2018 version still available

Page 42: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

14©2019 | www.yole.fr | About Yole Développement

OUR 2019 REPORTS COLLECTION (4/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

SEMICONDUCTOR MANUFACTURING

o MARKET ANDTECHNOLOGY REPORT

• Nano Imprint Lithography 2019 - New

• Equipment and Materials for Fan Out Packaging 2019 - Update

• Equipment for More than Moore: Thin Film Deposition

& Etching 2019 - New

• Wafer Starts for More Than Moore Applications 2018

• Polymeric Materials at Wafer-Level

for Advanced Packaging 2018

• Bonding and Lithography Equipment Market

for More than Moore Devices 2018

o STRUCTURE, PROCESS & COST REPORT

• Wafer Bonding Comparison 2018

o PATENT REPORT

• Hybrid Bonding for 3D Stack 2019 – New

SOLID STATE LIGHTING

o MARKET ANDTECHNOLOGY REPORT

• Status of the Solid State Light Source Industry 2019 - New

• Edge Emitting Lasers (EELS) 2019 - New

• Light Shaping Technologies 2019 - New

• Automotive Advanced Front Lighting Systems 2019 - New

• VCSELs - Technology, Industry and Market Trends 2019 - Update

• IR LEDs and Laser Diodes – Technology, Applications,

and Industry Trends 2018

• Automotive Lighting 2018: Technology, Industry and Market Trends

• UV LEDs - Technology, Manufacturing and Application Trends 2018

• LiFi: Technology, Industry and Market Trends 2018

o STRUCTURE, PROCESS & COST REPORT

• VCSEL Comparison 2019

o PATENT REPORT

• VCSELs 2018

DISPLAY

o MARKET ANDTECHNOLOGY REPORT

• Next Generation 3D Display 2019 - New

• Next Generation Human Machine Interaction (HMI)in Displays 2019 - New

• Micro-and Mini-LED Displays 2019 - Update

• QD and Wide Color gamut (WCG)

Display Technologies 2019 - Update

• Displays & OpticalVision Systems forVR,AR & MR 2018

o PATENT REPORT

• MicroLED Displays : Intellectual Property Landscape 2018

Update : 2018 version still available

Page 43: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

15©2019 | www.yole.fr | About Yole Développement

OUR 2019 REPORTS COLLECTION (5/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape

POWER ELECTRONICS

o MARKET ANDTECHNOLOGY REPORT

• Power SiC: Materials, Devices and Applications 2019 - Update

• Power Electronics for EV/HEV and e-mobility:

Market, Innovations and Trends 2019 - Update

• Status of the Power Electronics Industry 2019 - Update

• Discrete Power Packaging : Material Market

and Technology Trends 2019 - New

• Status of the Power ICs Industry 2019 - Update

• Status of the Passive Components for the Power Electronics

Industry 2019 - Update

• Status of the Inverter Industry 2019 - Update

• Status of the Power Module Packaging Industry 2019 - Update

• Wireless Charging Market Expectations

and Technology Trends 2018

• Power GaN 2018: Epitaxy, Devices, Applications

and Technology Trends

o STRUCTURE, PROCESS & COST REPORT

• Automotive Power Module Packaging Comparison 2018

• GaN-on-Silicon Transistor Comparison 2019

• SiC Transistor Comparison 2019

o PATENT REPORT

• Power SiC : Materials, Devices and Modules 2019 - New

• Power GaN : Materials, Devices and Modules 2019 – Update

BATTERY & ENERGY MANAGEMENT

o MARKET ANDTECHNOLOGY REPORT

• Status of the Rechargeable Li-ion Battery Industry 2019 - New

• Li-ion Battery Packs for Automotive and Stationary Storage

Applications 2019 - Update

o PATENT REPORT

• Battery Energy Density Increase: Materials

and Emerging Technologies 2019 - New

• Solid-State Batteries 2019 - New

• Status of the Battery Patents 2018

COMPOUND SEMI.

o MARKET ANDTECHNOLOGY REPORT

• Emerging Compound Semiconductor

Market & Technology Trends 2019 - New

• Status of the Compound Semiconductor Industry 2019 - New

• InP Materials, Devices and Applications 2019 - New

• GaAs Wafer and Epiwafer Market: RF, Photonics,

LED and PV Applications 2018

o PATENT REPORT

• GaN-on-Silicon Substrate: Materials, Devices

and Applications 2019 - Update

Update : 2018 version still available

Page 44: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

16©2019 | www.yole.fr | About Yole Développement

OUR 2019 MONITORS COLLECTION (1/2)

Get the most updated overview of your market to monitor your strategy

Yole Développement, System Plus Consulting and KnowMade, all part of the Yole Group of Companies, are launching a collection of 10 monitors in 2019. The monitors aim to

provide updated market, technology and patent data as well dedicated quarterly analyses of the evolution in your industry over the previous 12 months. Furthermore, you can

benefit from direct access to the analyst for an on-demand Q&A and discussion session regarding trend analyses, forecasts and breaking news.

Topics covered will be compact camera modules (CCMs), advanced packaging, compound semiconductors, microfluidics, batteries, RF and memory.

MARKET MONITOR byYole Développement

A FULL PACKAGE:The monitors will provide the evolution of the market in units, wafer area and revenues.They will also offer insights into what is driving the business and a close look at what ishappening will also be covered in it.

The following deliverables will be included in the monitors:

• An Excel database with all historical and forecast data

• A PDF slide deck with graphs and comments/analyses covering the expected

evolutions

o ADVANCED PACKAGING – NEWThis monitor will provide the evolution of the advanced packaging platforms. It willcover Fan-Out Wafer Level Packaging (WLP), Fan-Out Panel Level Packaging (PLP),Wafer-Level Chip Scale Packaging (WLCSP), Flip Chip packaging platforms, and 2.5Dand 3D Through Silicon Via (TSV) integration. Frequency: Quarterly, starting from Q32019

o COMPOUND SEMI. – NEWThis monitor will describe how the compound semiconductor industry is evolving. Itwill offer a close look at GaAs, InP, SiC, GaN and other compounds of interestproviding wafer volumes, revenues, application breakdowns and momentum.Frequency: Quarterly, starting from Q3 2019

o CAMERA MODULE – NEWThis monitor will provide the evolution of the imaging industry, with a close look atimage sensor, camera module, lens and VCM. Volumes, revenues and momentum ofcompanies like Sony, Samsung, Omnivision and OnSemi will thus be analysed.Frequency: Quarterly, starting from Q3 2019

o MEMORY – UPDATEFor the memory industry you can have access to a quaterly monitor, as well as anadditional service, a monthly pricing. Both services can be bought seprately:

• DRAM Service: Including a quarterly monitor and monthly pricing.

• NAND Service: Including a quarterly monitor and monthly pricing.

REVERSETECHNOLOGY MONITOR by System Plus Consulting

o SMARTPHONES – NEWTo stay updated on the latest components, packaging and silicon chip choices of the smartphone makers, System Plus Consulting has created its first Smartphone ReverseTechnology monitor. This year, get access to the packaging and silicon content database of at least 20 different flagship smartphones – more than five per quarter. Starting at thebeginning of 2019, the monitor will include an Excel database report for each phone and a quarterly comparison.

Page 45: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

17©2019 | www.yole.fr | About Yole Développement

OUR 2019 MONITORS COLLECTION (2/2)

Get the most updated overview of your market to monitor your strategy

PATENT MONITOR by KnowMade

A FULL PACKAGE:Starting at the beginning of the year, the KnowMade monitors include the following deliverables:

• An Excel file including the monthly IP database of:

• New patent applications

• Newly granted patents

• Expired or abandoned patents

• Transfer of IP rights through re-assignment and licensing

• Patent litigation and opposition

• Quarterly report including a PDF slide deck with the key facts & figures of thequarter: IP trends over the three last months, with a close look to key IP players andkey patented technologies.

o GaN for Power & RF ElectronicsWafers and epiwafers, GaN-on-SiC, silicon, sapphire or diamond, semiconductordevices such as transistors, and diodes, devices and applications including converters,rectifiers, switches, amplifiers, filters, and Monolothic Microwave Integrated Circuits(MMICs), packaging, modules and systems.

o GaN for Optoelectronics & PhotonicsWafers and epiwafers, GaN-on-sapphire, SiC or silicon; semiconductor devices suchas LEDs and lasers; and applications including lighting, display, visible communication,photonics, packaging, modules and systems.

o Li-ion BatteriesAnodes made of lithium metal, silicon, and lithium titanate (LTO); cathodes made ofLithium Iron Phosphate (LFP), Nickel-Manganese-Cobalt (NMC), Lithium NickelCobalt Aluminium Oxide (NCA), Lithium Nickel Metal Dioxide (LiNiMO2), LithiumMetal Phosphate (LiMPO4), and Lithium Metal Tetroxide (LiMO4); electrolytesincluding liquid, polymer/gel, and solid inorganics; ceramic and other separators;battery cells including thin film/microbattery, flexible, cylindrical and prismatic; andbattery packs and systems.

o Post Li-ion BatteriesBattery technologies including redox-flow batteries, sodium-ion, lithiumsulfur, lithium-air, and magnesium-ion, and their supply chains, including electrodes, electrolytes,battery cells and battery packs/systems.

o Solid-State BatteriesSupply chain including electrodes, battery cells, battery packs/systems andelectrolytes, including polymer, inorganic and inorganic/polymer, inorganic materials,including argyrodites, LIthium Super Ionic CONductor, (LISICONs), Thio-LISICONs,sulfide glasses, oxide glasses, perovskites, anti-perovskites and garnets.

o RF Acoustic Wave FiltersIncluding Surface Acoustic Wave (SAW), Temperature Compensated (TC)- SAW, BulkAcoustic Wave- Free-standing Bulk Acoustic Resonator (BAWFBAR), BAW-Solidly-Mounted Resonator (BAW-SMR), and Packaging.

o RF Power AmplifiersIncluding Low Noise Amplifiers, Doherty Amplifiers, Packaging, and Millimeter-Wavetechnology.

o RF Front-End Modules

o MicrofluidicsFrom components to chips and systems, including all applications.

Page 46: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

18©2019 | www.yole.fr | About Yole Développement

MICRONEWS MEDIA

o About Micronews Media

To meet the growing demand for market,

technological and business information,

Micronews Media integrates several tools able

to reach each individual contact within its

network.We will ensure you benefit from this.

ONLINE ONSITE INPERSON

@Micronews e-newsletter

i-Micronews.com

i-Micronewsjp.com

FreeFullPDF.com

Events Webcasts

Unique, cost-effective ways

to reach global audiences.

Online display advertising

campaigns are great strategies

for improving your

product/brand visibility. They

are also an efficient way to

adapt with the demands of the

times and to evolve an effective

marketing plan and strategy.

Brand visibility, networking

opportunities

Today's technology makes it

easy for us to communicate

regularly, quickly, and

inexpensively – but when

understanding each other is

critical, there is no substitute

for meeting in-person. Events

are the best way to exchange

ideas with your customers,

partners, prospects while

increasing your brand/product

visibility.

Targeted audience

involvement equals clear,

concise perception of your

company’s message.

Webcasts are a smart,

innovative way of

communicating to a wider

targeted audience. Webcasts

create very useful, dynamic

reference material for

attendees and also for

absentees, thanks to the

recording technology.

Benefit from the i-Micronews.com

traffic generated by the 11,200+

monthly unique visitors, the

10,500+ weekly readers of

@Micronews e-newsletter

Several key events planned for

2018 on different topics to

attract 120 attendees on average

Gain new leads for your business

from an average of 340

registrants per webcast

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

Page 47: Artificial Intelligence Computing for Automotive 2019 · ARTIFICIAL INTELLIGENCE COMPUTING FOR AUTOMOTIVE 2019 Value chain & interactions* (Yole Développement, February 2019) WHERE

19©2019 | www.yole.fr | About Yole Développement

CONTACT INFORMATION

o CONSULTING AND SPECIFIC ANALYSIS, REPORT

BUSINESS

• North America:

• Steve LaFerriere, Senior Sales Director for Western US &

Canada

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

• 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 (India & ROA)

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

• Miho Othake, Account Manager (Japan)

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

• Itsuyo Oshiba, Account Manager (Korea & Singapore)

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

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

Development

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

• Europe: Lizzie Levenez, EMEA Business Development Manager

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

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

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

o FINANCIAL SERVICES (in partnership with Woodside

Capital Partners)

• Jean-Christophe Eloy, CEO & President

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

• Ivan Donaldson, VP of Financial Market Development

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

o CUSTOM PROJECT SERVICES

• Jérome Azémar, Technical Project Development Director

Email: [email protected] - +33 6 27 68 69 33

o GENERAL

• Camille Veyrier, Director, Marketing & Communication

Email: [email protected] - +33 472 83 01 01

• Sandrine Leroy, Director, Public Relations

Email: [email protected] - +33 4 72 83 01 89 / +33 6 33 11 61 55

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

Follow us on