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Page 1: GaN Devices for Power Electronics - Yole - GaN Devices... · GaN Devices for Power Electronics - Patent Investigation | August 2015 PATENT SEGMENTATION (1/3) The 1,962 patents were

GaN Devices for Power ElectronicsPatent Investigation

IP and Technology Intelligence

2405 route des Dolines, 06902 Sophia Antipolis, FranceTel: +33 489 89 16 20

Web: http://www.knowmade.com

75 cours Emile Zola, F-69001 Lyon-Villeurbanne, FranceTel : +33 472 83 01 80 - Fax : +33 472 83 01 83

Web: http://www.yole.fr

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2© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

A New Type of Report Providing a Clear Link Between IP Situation and Market Evolutions

A Patent Investigation allows understanding the technology & market from a patent perspective.• More than describing the status of the IP situation, a Patent Investigation provides a missing link between patented

technological solutions and market, technological and business trends.• In-depth technological analysis of patents leads to understanding of strategic decisions and positioning of key players within

the value chain.• By combining their technical knowledge, business understanding and patent search, Yole Développement and Knowmade are

able to provide unique analysis and added value in this report.

Patent

LandscapeMarket

Analysis

Patent Investigation

Yole & Knowmade’s New Reports• Essential patent data• Patent analysis• Technological segmentations• Technology analysis• Key players & key patents• Market trends• Market implication of IP landscape• Full searchable patent database

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3© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

SCOPE OF THE REPORT

• This report provides a detailed picture of the patent landscape for Power Electronics based on III-nitridematerials. All patents related to GaN for power applications were considered: substrates, epi-wafers,semiconductor devices, transistors, diodes, discrete components, power module, packaging, circuits andsystems.

• This report covers patents published worldwide up to April 2015. We have selected and analyzed more than4,900 patents split in more than 1,960 patent families relevant to the scope of this report.

• The patents have been manually categorized by Technological segment: substrates & epi-wafers, semiconductor devices, discrete components, power

modules, packaging, circuits and power systems. Substrate for GaN: bulk, SiC, Si, Sapphire. Technical challenges: E-mode, cascode, E/D-mode monolithic, vertical devices, current collapse, dynamic R-

on, gate charge, breakdown voltage, stray inductance, thermal issues, chip-scale package.

• Market data from Yole Développement are also provided to add some context regarding business trends andmetrics.

• This report provides a clear link between the IP situation and the market evolutions.

• Note that essential patent data on GaN-on-Silicon technology have been analyzed last year in our report “GaN-on-Silicon Substrate Patent Investigation” published in April 2014 (more details).

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4© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

PATENT SEGMENTATION (1/3)

The 1,962 patents were manually categorized using keyword analysis of patent title, abstract and claims, inconjunction with expert review of the object of inventions.In this report we use the following patent segmentation:

Power GaN

Wafers

GaN-on-Sapphire

GaN-on-Si

GaN-on-SiCSubstrates & Epi-wafers for power electronics,and Epitaxy, Doping, Material issues …

Semiconductor Devices

Transistors (HEMT, HFET, MOSFET, JFET …)and Diodes at the semiconductor level

Components Discrete components, Power modulesand Packaging

Circuits & Systems

Drive circuit, switching circuit, control circuit,PFC circuit … Inverters, Converters …

GaN bulk

Technology Level Substrate for GaN Technology Challenges

Vertical Device (CAVET)

E-mode (N-off)

Cascode (N-off)E/D-mode Monolithic

Breakdown Voltage

Current Collapse

Dynamic R-on

Gate Charge (Miller effect)

Stray Inductance

Thermal Issues

Chip-Scale Package

Dev

ice

Op

era

tin

gP

acka

ge

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5© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

INTRODUCTION

GaN Devices in Power Application

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6© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

0

100

200

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600

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800

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1000

1100

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

Nu

mb

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f P

aten

t P

ub

licat

ion

s

Patent Documents

Granted Patents

Patent Families

IP OVERVIEWTime Evolution of Patent Publications

A patent family is set of patents filed in multiple countries by a common inventor(s) to protect a single invention.A patent document is a patent filed in one country (1st application or extensions) .Note that the patent search was done in March 2015, thus the data corresponding to the year 2015 are not complete.

Patent Publications

expected in 2015

Power GaN IP Dynamics1,960+ patent families

Comprising 4,900+ patent documentsincluding 1,700+ granted patents

Studies into the suitability of the GaN material for power applications began in 2006, and coincide with the first wave of patent filings. The number ofpatent publications has sharply increased since 2010 with the commercialization of first Power GaN devices. Currently, the second peak of patentfilings combined to the increase of granted patents is a positive indication that GaN Power market is ramping up. So far, there are only a few playersselling Power GaN products (Infineon/IR, EPC, GaN Systems and Transphorm) and the GaN device market is still small, estimated at $10M in 2015. Butthe ramp-up will be quite impressive starting in 2016. The market will multiply by 30 from now and reach more than $300M in 2020 (YoleDéveloppement, GaN and SiC for power electronics applications, Jul 2015).

First wave of patent

publications

Innovation trigger

Trough of disillusionment(Technology immaturity)

Second peak(Technology maturity)

The second wave is an indication of a future

ramp-up of the market

First commercial GaN transistor products

Knowmade © 2015

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7© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

0

50

100

150

200

250

Nu

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f P

aten

t Fa

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ies*

IP OVERVIEWPower GaN Patent Assignees

Ranking of Patent Assignees(according to their patent portfolio size)

IndustrialsNon-profit organizations

* A patent family is a set of patents

filed in multiple countries by a commoninventor(s) to protect a single invention.

250+ patent applicants have filed patents on

GaN Power Electronics.

Other industrial patent assignees: Alpha & Omega Semiconductor, Toyoda Gosei, Delta Electronics, Japan Radio, NEC, Yaskawa, MicroGaN, RF Micro Devices (RFMD merged with Triquint = Qorvo), ABB Research Center, DeltaOptoelectronics, Denso, Intersil, National Semiconductor, NGK Insulators, Northrop Grumman Systems, Schneider Electric, Soitec, Sumitomo Electric Device Innovations (SEDI), Dowa Electronics Materials, Eudyna Devices,Panasonic Electric Works, Schneider Toshiba Inverter, ST Microelectronics, Widebandgap, GaN Systems, Genesic Semiconductor, Hitachi Metals, Kansai Research Institute (KRI), Bosch, Siemens, Suzhou Jiexinwei Semi Tech,Triquint, Astriphey Applications, Azzurro Semiconductors (now ALLOS), Covalent Materials, Dynax Semiconductor, Emerson Network Power Energy, General Motors, IBM, Jiangsu Nenghua Microelectronic TechnologyDevelopment, LG Innotek, Mersen, Philips, PowDec, Richtek Technology, Rockwell, Vishay Semiconductor, Daimler, Emcore, Enkris Semicondcutor, Adeka, Nippon Avionics, Thales, Arkansas Power Elec. Int. (APEI), EnphaseEnergy, General Motors, Kyocera, Lockheed Martin Corp., Nippon Steel & Sumitomo Metal ...

Other non-protfit organizations: University Tohoku, CEA, CNRS, US Navy, ETRI, Massachusetts Institute Of Technology (MIT), AIST, Fudan University, ITRI, Kyungpook National University, Nanjing University Of Aeronautics &Astronautics (Nuaa), National Chiao Tung University, Suzhou Inst. of Nano Tech. & Nano Bionics, Univ. of California, Agency for Sci. Tech. & Res. (ASTAR), California Inst. of Tech. (CalTech), Hong Kong Univ. of Sci. & Tech., Insti.of Semiconductors (Chinese Aca. Of Sci.), Inst. of Microelectronics (Chinese Aca. Of Sci.), CNES, Central Research Institute of Electric Power Industry (CRIEPI), Nagoya University ...

Acquisition (2014) Acquisition (2010)

Collaboration(2015)

Collaboration(2013)

Collaboration (2014)

Collaboration (2013)

Knowmade © 2015

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8© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

IP OVERVIEWIP Collaboration Network

• Number in black on eachlink between patentassignees is the number ofco-assigned patent familiesin the data set of the study.

• Number up right to eachbubble is the number ofpatent families for thisapplicant in the data set ofthe study. Bubble size isproportional to the numberof patent families selectedfor the study.

Knowmade © 2015

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9© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

IP OVERVIEWPower GaN Patent Assignee – Origin of GaN Involvement

• Fujitsu Semiconductor and Transphorm collaborate (business integration oftheir GaN power device solutions in Nov 2013. Start of mass production ofTransphorm’s GaN power devices in Jan 2015).

• NXP and Freescale merged in March 2015.• Velox Semiconductor acquired by Power Integrations in 2010.

Si power pure- players

Si power players already involved in III-V & Compounds

Semicon global players with GaN

LED activity

New GaN pure-player

entrantsLED pure-players

SiC power

GaAs & GaN RF

SiC power

GaN RF

GaN LED

GaN LED

GaN LED

GaN LED

From Si to GaN From compound semi to power GaN

GaN from scratchFrom LED & Power to GaN

From LED to Power ?

SiC power

SiC power

SiC powerSiC power

SiC power

SiC powerGaAs RF

GaN & SiC LED

GaAS

• Infineon acquired International Rectifier (Aug. 2014).• Panasonic licenses their N-off GaN transistor out to Infineon in 2015.• Transphorm obtained in 2013 a non-exclusive worldwide patent license

agreement to Cree (GaN HEMT & Schottky diode). In 2014 it obtainedexclusive licensing rights to Furukawa Electric’s GaN patent portfolio

VisIC TechnologiesKnowmade © 2015

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10© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

IP OVERVIEWTime Evolution of Patent Publications

Dates are defined from theearliest publication date foreach patent family. Bubble sizeis proportional to the number ofpublished patent families.Note: The data corresponding tothe year 2015 may not becomplete since the patentsearch was done early March2015

First wave of patent publications

Second wave of patent publications

Publications of Patent Families

Note:Infineon acquired IR in 2014.Licensing agreements Infineon/Panasonic, Transphorm/FurukawaCollaborations Transphorm/FujitsuSilicon Valley Bank co-assignee of Avogy’s patents

Knowmade © 2015

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11© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

ANNOUNCED GAN TRANSISTOR PRODUCTS

800 V / SiGaN FET

Nov. 2008

2009 2010 2011 2012 2013 2014

1260 V / Si GaN Noff FET

Dec. 2009

30 V / SiPoint-of-Load 2010

200 V / SiGaN Noff HEMT

(eGaN)Mar. 2010

600 V / Si GaN HFETMay 2010

200 V / SiE-mode GaN FET

Mar. 2011

600 V / Si GaN FET

2012

650 V / SiCGaN HEMT

2012

900 V / SiCGaN E-MOSHEMT

2012

150 V / Si GaN HEMT

Jul 2013

600 V / SiDiode & GaN HEMT

2013

Mass production in 2014

600V / SiCE Z-GaN Transistor

2011(EZ-GaNTM platform)

100 V & 650 V / SiGaN Noff HEMT

May 2014(GaNPXTM pacakge)

600 V / Si GaN Transistor

test2013

650 V / SiGaN Noff MISHEMT

May 2015

2015

First Appearance of Key Players in the Power GaN IP arena600 V / Si

GaN Transistor in a TO-247 Packagre

Mar. 2015

100 V / Si GaN FET

Cascode configuration 2013

(GaNpowerIRTM Gen 2.1)

Studies into the suitability of the GaN material for power applications began in 2006.

GaNpowerIRTM

Gen 1.12009

First commercial GaN-based integrated power stage devices

(iP2010 and iP2011 family of devices).STOP

VisIC Technologies

VisIC Technologies

Commercially available

* IR’s GaN devices are only for specific clients

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GaN Devices for Power Electronics - Patent Investigation | August 2015

IP OVERVIEWMapping of Patenting Activity

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13© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

IP OVERVIEWMarket Domination Results From Previous IP Lead Period

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14© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

Wafers5%

Semicondutor Devices

60%

Components14%

Circuits & Systems

21%

TECHNOLOGY SEGMENTATIONPatent Family Split by Technology Segment

1960+ patent families on GaN power electronicsA patent family is a set of patents filed in multiple countries by a common inventor(s) to protect a single invention.

Substrates & Epi-wafers for power electronics, and Epitaxy, Doping, Material issues …

Transistors (HEMT, HFET, MOSFET, JFET …) and Diodes at the semiconductor level

Discrete components, Power modules and Packaging

Circuits (drive circuit, switching circuit, control circuit, PFC circuit …) and Electronic Systems (inverters, converters …)

Processed wafer

GaN-on-XX

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15© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

TECHNOLOGY SEGMENTATIONTime Evolution of Patent Publications Split by Technology Segment

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16© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

TECHNOLOGY SEGMENTATIONMain Patent Assignees by Technology Segment

Wafers100+ patent families60+ patent assignees

Semiconductor Devices1200+ patent families220+ patent assignees

Components280+ patent families70+ patent assignees

Circuits & Systems430+ patent families

120+ patent assignees

GaN-on-XX

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17© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

TECHNOLOGY SEGMENTATIONMatrix Key IP Players / Technology Segments

The colored cells highlight themain features of patent portfolio.Note that a patent can be found inseveral categories.

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18© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

TECHNICAL CHALLENGESPatent Family Split by Technology Challenges1960+ patent families on GaN power electronicsA patent family is a set of patents filed in multiple countries by a common inventor(s) to protect a single invention. Note that a patent family can be found in several categories

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GaN Devices for Power Electronics - Patent Investigation | August 2015

TECHNICAL CHALLENGESGaN Power Transistor - Patent Differentiation of Key IP Players

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20© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

TECHNICAL CHALLENGESMatrix Key IP Players / Technology Challenges

The colored cells highlight themain features of patent portfolio.Note that a patent can be found inseveral categories.

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21© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

SEMICONDUCTOR DEVICESDegree of Specialization

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22© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

SEMICONDUCTOR DEVICESMapping of Main Current Patent Holders

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23© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

SEMICONDUCTOR DEVICESPower GaN IP Players

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GaN Devices for Power Electronics - Patent Investigation | August 2015

SEMICONDUCTOR DEVICESIP Collaboration Network

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GaN Devices for Power Electronics - Patent Investigation | August 2015

SEMICONDUCTOR DEVICESSummary of Main Assignees’ Patent Portfolio

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26© 2015 All rights reserved | www.knowmade.com

GaN Devices for Power Electronics - Patent Investigation | August 2015

SEMICONDUCTOR DEVICESLeadership of Patent Assignees

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GaN Devices for Power Electronics - Patent Investigation | August 2015

SEMICONDUCTOR DEVICESStrength Index of Patent Portfolios

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GaN Devices for Power Electronics - Patent Investigation | August 2015

SEMICONDUCTOR DEVICESIP Blocking Potential of Main Patent Assignees

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GaN Devices for Power Electronics - Patent Investigation | August 2015

SEMICONDUCTOR DEVICESPotential Future Plaintiffs

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GaN Devices for Power Electronics - Patent Investigation | August 2015

SEMICONDUCTOR DEVICESGranted Patents Near Expiration

* Expected Expiration Date is dependent on the accuracy and timeliness of the information provided by the patent offices. This indicator may change at any time without

notice based on new information received from the patent offices. No decision should be made based solely on this indicators.

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GaN Devices for Power Electronics - Patent Investigation | August 2015

FOCUS ON KEY POWER GAN PLAYERSMapping for Patents In-Force (granted)

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GaN Devices for Power Electronics - Patent Investigation | August 2015

FOCUS ON KEY PLAYERSPatent Portfolio Quantity/Quality Score*

*See evaluation metrics for portfolio KQ2 score in Annex at the end of the report.

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GaN Devices for Power Electronics - Patent Investigation | August 2015

TENTATIVE ESTIMATION OF MARKET SHARE OF GaN DEVICE MAKERS

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GaN Devices for Power Electronics - Patent Investigation | August 2015

INTERNATIONAL RECTIFIER (IR) / INFINEONIR acquired by Infineon in 2014

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GaN Devices for Power Electronics - Patent Investigation | August 2015

INTERNATIONAL RECTIFIER (IR) / INFINEONIR acquired by Infineon in 2014

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GaN Devices for Power Electronics - Patent Investigation | August 2015

INTERNATIONAL RECTIFIER (IR) / INFINEONMost Recent Patents

Integrated half-bridge circuit with low side and high side composite switchesUS9041067 (2014). Counterparts filed in Europe and Japan.

There are disclosed herein various implementations of an integrated half-bridge circuit with low side and high side compositeswitches. In one exemplary implementation, such an integrated half-bridge circuit includes a III-N body including first andsecond III-N field-effect transistors (FETs) monolithically integrated with and situated over a first group IV FET. The integrated half-bridge circuit also includes a second group IV FET stacked over the III-N body. The first group IV FET (340a, 340b) is cascoded withthe first III-N FET (330a, 330b) to provide one of the low side (320b) and the high side (320a) composite switches, and the secondgroup IV FET (340a, 340b) is cascoded with the second III-N FET (330a, 330b) to provide the other of the low side (320b) and thehigh side (320a) composite switches. The first and second III-N FETs are normally ON FETs, and the low side composite switch andthe high side composite switch are normally OFF switches.

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GaN Devices for Power Electronics - Patent Investigation | August 2015

TRANSPHORM / TRANSPHORM JAPANKey Patents

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GaN Devices for Power Electronics - Patent Investigation | August 2015

GAN SYSTEMSKey Patents

High density gallium nitride devices using island topology US8791508 (2011). Counterpart filed in Canada, China, Europe, Japan and Korea.

Patent granted in Canada since Nov. 2013 and in USA since Jul. 2014.

A Gallium Nitride (GaN) series of devices—transistors and diodes are disclosed—that have greatly superior current handling ability per unitarea than previously described GaN devices. The improvement is due to improved layout topology. The devices also include a simpler andsuperior flip chip connection scheme and a means to reduce the thermal resistance. A simplified fabrication process is disclosed and thelayout scheme which uses island electrodes rather than finger electrodes is shown to increase the active area density by two to five times thatof conventional interdigitated structures. Ultra low on resistance transistors and very low loss diodes can be built using the island topology.Specifically, the present disclosure provides a means to enhance cost/effective performance of all lateral GaN structures.

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© 2015

Yole DéveloppementFrom Technologies to Market

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40

MEMS & Sensors

LED

Compound Semi.

Imaging Photonics

MedTech

Manufacturing

Advanced Packaging

PV

Power Electronics

FIELDS OF EXPERTISE

Yole Développement’s 30 analysts operate in the following areas

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41

4 BUSINESS MODELS

o Consulting and Analysis

– Market data & research, marketing analysis

– Technology analysis

– Strategy consulting

– Reverse engineering & costing

– Patent analysis

www.yole.fr

o Reports

– Market & Technology reports

– Patent Investigation and patent infringement risk analysis

– Teardowns & Reverse Costing Analysis

– Cost Simulation Tool

www.i-Micronews.com/reports

o Financial services

– M&A (buying and selling)

– Due diligence

– Fundraising

– Maturation of companies

– IP portfolio management & optimization

www.yolefinance.com

www.bmorpho.com

o Media

– i-Micronews.com website

– @Micronews e-newsletter

– Technology magazines

– Communication & webcast services

– Events

www.i-Micronews.com

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A GROUP OF COMPANIES

Market,

technology and

strategy

consulting

www.yole.fr

M&A operationsDue diligences

www.yolefinance.com

Fundraising Maturation of companies

IP portfolio management & optimization

www.bmorpho.com

Manufacturing costs analysisTeardown and reverse engineering

Cost simulation tools

www.systemplus.fr

IP analysisPatent assessment

www.knowmade.fr

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OUR GLOBAL ACTIVITY

Yole JapanYole

Inc.

Yole Korea

40% of our business is

in EU countries30% of our business is

in North America

30% of our business is

in Asia

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RESEARCH PRODUCTS - CONTENT COMPARISON

Custom analysis scope is defined with you to meet your information

and budget needs

Breadth of the analysis

De

pth

of

the

an

alys

is

Custom Analysis

Workshops

Standard Reports

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SERVING THE ENTIRE SUPPLY CHAIN

Our analysts provide market

analysis, technology evaluation,

and business plan along the entire

supply chain

Integrators and end-users

Devicemakers

Suppliers: material, equipment, OSAT, foundries…

Financial investors, R&D centers

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SERVING MULTIPLE INDUSTRIAL FIELDS

We are workingaccrossmultiples industries to understandthe impact of More-than-Moore technologies from device to system

From A to Z…

Transportation makers

Mobile phone and consumer

electronics

Automotive

Medicalsystems

Industrial and defense

Energy

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REPORTS COLLECTION

o Yole Développement publishes a comprehensive collection of market & technology reports and patent analysis in:

– MEMS & Sensors

– Imaging

– Medical technologies (MedTech)

– Advanced packaging

– Power electronics

– Compound semiconductors

– OLED, LED & Laser diode

– Semiconductor Manufacturing

– Photovoltaics

– Batteries

o Our reports are unmatched in quality and technology depth and typically include:

– Technology trends and evolution: costs, barriers, roadmaps, etc.

– Supply & value chain analysis: business models, relationships, value flows, etc.

– In-depth analysis of applications and market drivers: challenges, inflection points, etc.

– Market data ($, units, wafer starts, etc.)

o Every year, Yole Développement, System Plus Consulting and Knowmade publish +60 reports.

o Take the full benefit from our Bundle and Annual Subscription offers.

www.i-Micronews.com

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OUR 2015 REPORTS PLANNING

MARKET & TECHNOLOGY REPORTS by Yole Développement

o MEMS & SENSORS

− Sensors and Data Management for Autonomous Vehicles

− High End Gyroscopes and Accelerometer Applications

− AlN Thin Film Markets And Applications

− Sensors for Wearable Electronics And Mobile Healthcare

− Status of the MEMS Industry

− Uncooled IR Imagers

− IR Detectors

− High End Gyro, Accelerometers and IMU

− Non-Volatile Memory

− MEMS for RF filters and Antena Switches - BAW / SAW

o IMAGING & OPTOELECTRONICS

− Camera Module Packaging (Vol 1 : Market & Technology Trends / Vol 2Teardowns & Reverse Engineering)

− Uncooled IR Imagers

− Wafer Level Optics

− Status of the CMOS Image Sensors

− Machine Vision

o MEDTECH

− Microfluidic for Sample Preparation

− Microfluidic Applications

− Sensors for Wearable Electronics And Mobile Healthcare

o COMPOUND SEMICONDUCTORS

− High Purity Alumina (HPA)

− Sapphire

− Wide Bandgap Materials For Power Electronics: SiC, GaN (and also Ga2O3, AlN,Diamond, Graphene… as a trend)

o LED

− LED Module

− OLED for Lighting

− UV LED

− LED Phosphors Market

o POWER ELECTRONICS

− Power Packaging

− Thermal Management for LED and Power

− Power Electronics for Renewable Energy

− Energy Management For Smart Grid And Smart Cities

− Status of Chinese Power Electronics Industry

− New Technologies For Data Center

− Inverter Market Trends For 2013 – 2020 And Major Technology Changes*

− IGBT Markets And Application Trends

− Power Electronics for HEV/EV*

− Status of Power Electronics Industry

o ADVANCED PACKAGING

− Advanced Packaging in Emerging Markets in China

− Status of the Advanced Packaging Industry

− Supply Chain Readiness for Panel Manufacturing in Packaging

− WLCSP*

− Flip Chip Business Update

− 2.5D & 3DIC Business Update

− Fan-Out and Embedded Business Update

o MANUFACTURING

− Lithography for MEMS, Advanced Packaging and LED

− Thinning & Dicing Equipment for Advanced Packaging, MEMS, Photovoltaics, LED,CMOS Image Sensors

− Non-Volatile Memory

* Reports to be decided within 2015

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OUR 2015 REPORTS PLANNING

PATENT ANALYSIS by Knowmadeo Patent Infringement (crossed analysis based on Knowmade and System Plus Analysis expertise)

− MEMS Microphone Applications (Q1)

o Patent Investigation (crossed analysis based on Knowmade & Yole Développement expertise)

− Power GaN (Q2)

− Phosphors for LED - Update (Q2)

− MEMS Gyroscope - Update (Q2)

− LED Packaging (Q4)

− 6-axis & 9-axis IMUs (Q4)

− Microbatteries (Q4)

o Patent Landscape

− Capacitive Fingerprint Sensors (Q1)

− Biomedical Photoacoustic Imaging (Q1)

− ReRAM Non-Volatile Memories (Q2)

TEARDOWN & REVERSE COSTING by System Plus ConsultingMore than 30 teardowns and reverse costing analysis and cost simulation tools to be published in 2015.

* Reports to be decided within 2015

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OUR 2014 PUBLISHED REPORTS LIST

MARKET & TECHNOLOGY REPORTS by Yole Développement

o MEMS & SENSORS

− Technologies & Sensors for the Internet of Things: Businesses & Market Trends2014-2024

− MEMS Microphone: Market, Applications and Business Trends 2014

− Status of the MEMS industry

− MEMS & Sensors for Mobile Phones and Tablets

− Inertial MEMS Manufacturing Technical Trends

− New Detection Principles & Technical Evolution for MEMS & NEMS

− 6/9 DOF Applications in Consumer Electronics

o IMAGING & OPTOELECTRONICS

− Status of the CMOS Image Sensor Industry

− Uncooled Infrared Imaging Technology & Market Trends

− Silicon Photonics

o MEDTECH

− Point of Care Testing: Applications for Microfluidic Technologies

− Solid State Medical Imaging: X-ray and Endoscopy

o COMPOUND SEMICONDUCTORS

− RF GaN Technology & Market Analysis: Applications, Players, Devices & Substrates 2010-2020

− SiC Modules, Devices and Substrates for Power Electronics Market

− GaN-on-Si Substrate Technology and Market for LED and Power Electronics

− Power GaN Market

− Graphene Materials for Opto & Electronic Applications

− Sapphire Applications and Market: from LED to Consumer Electronics

o LED

− LED Packaging

− LED Front-End Manufacturing Trends

− LED Front-End Equipment Market

o POWER ELECTRONICS

− Power Electronics for HEV/EV

− Inverters

− Gate Driver Unit Market for Power Transistors

o PHOTOVOLTAICS

− Emerging and Innovative Technology Approaches in the Solar Industry

o ADVANCED PACKAGING

− 3DIC Equipment and Materials

− 3DIC & 2.5D TSV Interconnect for Advanced Packaging - 2014 Business Update

o MANUFACTURING

− Market & Technology Trends in Materials & Equipment for Printed & FlexibleElectronics

− Permanent Wafer Bonding for Semiconductor: Application Trends & Technology

PATENT ANALYSIS by Knowmade

− LED Based on Nano-wires Patent Investigation

− GaN on Si Patent Investigation (LED, Power devices and RF Devices)

− New MEMS Devices Patent Investigation

− Non Volatile Memory Patent Investigation

TEARDOWN & REVERSE COSTING by System Plus ConsultingMore than 30 teardowns and reverse costing analysis and cost simulation tools to bepublished in 2014.

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MICRONEWS MEDIA

o About Micronews Media

Micronews Media, powered by YoleDéveloppement, ensures you the best visibilityin the disruptive semiconductor community.With our services, we help you to reach yourcustomers worldwide with the media productsthey prefer, including our website, e-newsletter, webcasts, and magazines. Invest ina high added-value editorial program and getaccess to Yole Développement’s network (48000+ contacts).

o Five supports and channels for your visibility

• A technology magazine to highlight yourvisibility with advertisements, companyprofiles, product descriptions and whitepapers

• A webcast to highlight your expertise anddevelop your business identifyingcommercial leads

• Articles, advertisements & logo andbanners dedicated to your company, itsproducts and expertise in @Micronews e-newsletter and on i-Micronews.com

Focusedcommunity

Identifiedcontacts

Large community

Mass contacts

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COMMUNICATION SERVICES

• All services listed below are available on–demand.

o i-Micronews.com, the website

• Slider – Banners (on English or Japanese websites) – Articles –Logo and profile as sponsor

o @Micronews, the e-newsletter

• Headline article - Tiles

o Custom webcast

• Develop your dedicated event with a high added-valueprogram. A turnkey event with Yole support (logistics,promotion, data…)

o Technology Magazines: Custom – Co-produced

• Increase your visibility through a dedicatedtechnology magazine with ads, company profile, productdescriptions and white papers. It can be a custom magazine:your company is the only one to benefit from it – or a co-produced one: up to 2 companies.

• Contacts:

• Camille Veyrier ([email protected]) and Clotilde Fabre([email protected]), Media & Communication Coordinators.

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CONTACT INFORMATION

o Consulting and Specific Analysis

– North America: Steve LaFerriere, Business Development Manager, Yole IncEmail: [email protected]

– Japan: Yutaka Katano, General Manager, Yole Japan & President, Yole K.K.Email: [email protected]

– RoW: Jean-Christophe Eloy, President & CEO, Yole DéveloppementEmail: [email protected]

o Report business

– North America: Steve LaFerriere, Business Development Manager, Yole IncEmail: [email protected]

– Europe: Jérôme Azemar, Business Development Manager, European OfficeEmail: [email protected]

– Japan & Asia: Takashi Onozawa, Sales Asia & General Manager, Yole K.K.Email: [email protected]

– Korea: Hailey Yang, Business Development Manager, Korean OfficeEmail: [email protected]

o Financial services

– Jean-Christophe Eloy, CEO & PresidentEmail: [email protected]

o General

– Email: [email protected]

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