The power semiconductor industry increases production capacity to support the market’s rapid rise.

The IGBT market, strongly driven by EV/HEVs, will reach $8.4bn by 2026. “With high growth expected for IGBTs, driven mainly by e-mobility, the supply chain is adapting its strategy and investing massively”, asserted Ana Villamor, PhD. Technology & Market Analyst, Power Electronics and Compound Semiconductors at Yole. She added: “IGBT is key for numerous power electronics applications. Strongly pushed by EV/HEVs adoption, at ...

“At Yole Développement (Yole), we expect the volume of global camera module shipments to expand from 5.5 billion units in 2019 to 8.9 billion in 2025, at 8.2% CAGR”, said Richard Liu, Technology and Market Analyst, Photonics and Sensing at Yole.

At Yole, analysts estimate, the global market for radars, cameras, LiDARs and computing ADAS should reach $8.7bn in 2020. Almost half of this market revenue will be generated by radars with $3.8bn, followed by cameras with $3.5bn. LiDARs will not be significant, accounting for$0.04bn and computing ADAS will generate $1.4bn.

“Autonomous vehicle technologies have a direct impact on traditional vehicles market and behind that the automotive lighting industry,” said Martin Vallo, PhD., Technology & Market Analyst, Solid-state Lighting at Yole Développement (Yole). 

“Disruption is coming to our streets and cities” said Pierre Cambou, Principal analyst, Imaging, at Yole. “Mobility has defined the way humans have organised their society for ages and our world is currently being reimagined around a new generation of robotic vehicles. They appeared insignificant two years ago when we published our first report on the matter, today they are on the brink of changing the world as we know...

“AI has the potential to change all of our diagnostics and treatment procedures to enable more personalised and effective medicine,” said Marjorie Villien, PhD. Technology & Market Analyst, Medical & Industrial Imaging at Yole Développement (Yole). Here, Yole analyses how AI is changing medical imaging.

“The automotive industry is facing a downturn in car sales - this is accepted reality,” asserted Santosh Kumar, Principal Analyst and Director Packaging, Assembly & Substrates, Yole Korea. “The industry’s difficulties are partly linked to the political tension between China and US, Brexit and the severe ecological regulations in Europe.” These occurrences are global drivers that the automotive industry ...

“The RF FE market for telecom infrastructure is estimated to be worth $1.47bn in 2018 and is forecasted to reach $2.52bn in 2025,” announced Antoine Bonnabel, Technology and Market Analyst, RF Electronics at Yole Développement. “This industry will see an unexpected growth thanks to the penetration of higher cost active antenna systems, leading to 8% CAGR between 2018 and 2025.”

“Microscopy & NGS markets are undergoing enormous technological changes,” announced Marjorie Villien, PhD. Technology & Market Analyst at Yole Développement (Yole). “These innovations are opening the way for new business opportunities, especially within the camera image sensors industry.” Indeed, one of the most remarkable changes is the introduction of disposable image sensors within the cameras f...

Due to a reverse engineering and costing report performed by System Plus Consulting‘s team, GaN-on-Sapphire HEMT Power IC by Power Integrations, the power electronics industry discovered with surprise the use of GaN within an Anker’s wall charger. “Beyond Anker and its innovative GaN-based charger, we clearly see today a shift of the power electronics & compound semiconductor industry,” commented Ezgi Do...

According to Alexis Debray, PhD. Technology and Market Analyst, Optoelectronics from Yole Development, VPA is the main driver for the audio industry today. Dimitrios Damianos, PhD. Technology and Market Analyst Photonics, Sensing and Display at Yole also said: “An interesting feature of this new application is that it spreads through various systems: smartphones, smart speakers, smart watches, wireless earbuds, cars, smart TVs and...

Yohann Tschudi, PhD. Technology & Market Analyst at Yole Développement (Yole), said “AI has completely disrupted hardware in vision systems, and has had an impact on entire segments.” A good example, is the penetration of Mobileye within the automotive market segment. 

Despite some cyclicality and seasonality, the stand-alone memory market has experienced extraordinary growth over the past decade. This has been driven by important megatrends, such as mobility, cloud computing, AI, and IoT.

  Smartphone ubiquity, sensor miniaturisation, and ease of integration have increased the number of wearable products on the market, to the point where such products are now achieving performance levels suitable for medical use-cases. But how will medical wearables make patients healthier - and why now?

The camera module industry has reached a new stage in its development. With $27.1bn of global revenues generated in 2018, the market maintains a 9.1% CAGR for the next five years. This industry, which covers image sensors, lenses, voice coil motors, illuminators and camera assemblies, is showing an impressive $45.7bn market by 2024. 

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 ten years, with the development of robo-taxis and shuttles, this market will remain the main revenue generator for AI in automotive.

The semiconductor industry showed impressive figures in 2017; +21.6% YoY growth to reach about $412bn. Without a doubt, the industry is entering a new age, where innovation and disruption are the key words. In addition to mobile, Yole Développement (Yole) analysts identified emerging mega-drivers that are step by step changing our world.

As reported in Yole Développement (Yole) ‘microLED Displays 2018 report’, microLED Display technologies are improving rapidly. The report underlines the progresses made over the 18 month period preceding its release, nevertheless, many challenges remain. Last month, a variety of companies presented new microLED displays prototypes at Las Vegas CES.

Eight years have passed since the first commercialised power GaN device. People in the power electronics industry are becoming increasingly familiar with the names of startups that are actively promoting GaN technology. Efficient Power Conversion (EPC), GaN Systems, Transphorm or Navitas, in addition to the power electronics leaders, are also highly involved in the development of GaN technology.