Following the CIOE, we have decided to interview one of our main partner Yole Développement and to interview PhD Eric Mounier, Fellow Analyst in the Photonics and Sensing Division. Find the content of their discussion below.
CIOE: Can you introduce Yole Développement (Yole)?
Eric Mounier (EM): Yole and its partner System Plus Consulting, KnowMade, all part of Yole Group of Companies, deliver marketing, technology and strategy consulting, corporate finance, reverse engineering and costing services and IP and patent analyses. Its expertise is based on a strong focus on disruptive technologies and applications, using silicon substrates and/or micro manufacturing processes.
The partners combine their technical expertise and industry knowledge to deliver valuable analyses. They support leading industrial companies, investors, R&D organizations worldwide and help them understand their market, follow the technology trends, identify business opportunities and develop their activities.
Yole Group of Companies expands its international team to include more than 130+ collaborators. Mixing technical and market expertise, the analysts are covering a wide range of technologies, including MEMS and image sensors, Compound Semiconductors, RF Electronics, Solid-state lighting, Displays, Software, Optoelectronics, Microfluidics & Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics, Batteries & Energy Management and Memory.
CIOE: What are the major events of Yole worldwide?
EM: More than a market research and stragegy consulting company, Yole also creates, develops and organises key events worldwide. Based on its well-known technical expertise and thanks to the Yole’s Community worldwide, the company has the ability to gather leading players of a dedicated industry in the same place, at the right time. Aim of these events is to deliver our executive audience, with high added-value content: exclusive presentations, fruitful networking times and so on. The main annual events we organize are:
- The Advanced Packaging & System Integration Technology Symposium with our partner NCAP China (National Center for Advanced Packaging) in China
- The Power Electronics Market Briefing at PCIM Europe in Germany
- The International Wide-BandGap Power Electronics Applications Workshop SCAPE in Sweden
- And, of course, the 4 Executive Forums on Photonics organized with and alongside the CIOE (China International Optoelectronics Exhibition). This collaboration lasts for more than 5 years now.
Several TechDays are also organized all years long on different topics, such as SiC, GaN, MicroLED, LiDAR, EV/HEV, all around the world.
CIOE: So what’s Yole mission to enter China? How Yole can help with the Chinese companies?
EM: For several years now, China has become a key place for the overall semiconductor industry. Since Chinese companies entered the industry, the supply chain and related markets landscape have been strongly impacted. The main objective of our company is to support organisations in their business development bringing our knowledge, our vision of the technology and markets trends. To continue penetrating and last in the different markets and industries, Chinese companies can rely on our analyses.
CIOE: Yole is probably not the first consulting company to enter China’s photonics market but I would say it’s the most famous one now. Do you think working with CIOE helps?
EM: Of course! The CIOE is for us a key partner in China to work with on photonics matters.
Si photonics, LiDAR, 3D sensing, IR imaging and Si Photonics technologies, are driven by the winds of change, due to the impressive impact of the megatrends. Megatrend applications including 5G, ADAS, AI and more… are bringing new challenges. Under this dynamic context, Yole and CIOE join their forces all year long to offer each year, an impressive program including presentations, debates and networking. Each edition is wonderful. It is the place to be to understand the industry’s evolution and to discover the impact of the megatrends
For more than 20 years, CIOE, through its show, developed a network and an international and powerful reputation. Indeed the exhibition attracts more than 700 000 attendees, and X companies.
Being associated with CIOE is offering Yole strong visibility and reference towards the Chinese companies. It is without doubt essential for us.
CIOE: How many years of YOLE working with CIOE already? And what topics the forums covered?
EM: Yole has been partnering for 5 years now with CIOE to organize the forums. The first collaboration began with the creation of a Sapphire Forum in 2015 which encountered a great success for a first edition. Strong from this forum, CIOE and Yole decided to go further and reinforced the collaboration. During the following years, the topics and forum format evolved to better fit the attendees’ needs, markets evolution and interests of the industry. This year, we identified as the most relevant photonics industries the Silicon Photonics, LiDAR for Automotive, 3D sensing for Consumer and Infrared Imaging.
And we were right about them as we reached and went over our record in terms of audience. This shows the high interest for the growing photonics industry. And we are confident that next year will follow the same trend.
CIOE: At CIOE 2019, we covered Silicon Photonics, LiDAR for Automotive, 3D sensing and IR, can you please again introduce us some key trends of each sectors from the analyst.
EM: Photonics will drive the applications of tomorrow. And this what we want to show in our forums. The common point for all them is the use of photons. For example:
- Si photonics is a disruptive technology taking leverage of semiconductors manufacturing to integrate optical functions at the wafer level. It is today driven by data centres but other applications such as 5G, sensors, automotive … are looming on the horizon. At Yole, we announce a growing market for PIC-based transceivers using Si photonics and InP, from US$4 billion to around US$19 billion between 2018 and 2024 (1)
- LiDAR for automotive is a hot topic for sure. We believe robotic vehicles and robot taxis will open the way to the use of LiDAR technology to other vehicles. In its latest LiDAR report, Yole’s analysts detail: as they are progressing rapidly, the total number of robotic vehicles is expected to reach 44,000 units by 2021. In parallel, the total LiDAR market was worth US$1.3 billion in 2018 and is expected to reach US$6 billion by 2024. Automotive applications should represent 70% of the total market (2)
- In addition, Apple has paved the way for 3D sensing in smart phones and others companies are integrating this application in their smart phones. Yole expects the global 3D imaging & sensing market to expand from $2.1B in 2017 to $18.5B in 2023, at a 44% CAGR. Along with consumer, automotive, industrial, and other high-end markets will also experience a double-digit growth pattern (3)
- At least, uncooled infrared imaging applications are also growing with more and more usages in automotive, surveillance and next: smart buildings. The microbolometers market will grow at +15.3% in units to be more than 3 million units in 2024… (4)
Photonics will drive the applications of tomorrow. And this what we want to highlight in our forums. The common point for all them is the use of photons:
CIOE: Do you have in mind already now in what sectors YOLE & CIOE Forums to cover in 2020?
EM: At Yole, day by day we trust the interest from the industry to (better) understand the technology and market trends in the photonics world will keep growing. As of, both organisations aim at addressing the hot topics during the executive forums. Let’s work on this and keep you updated !
CIOE: Can you introduce about what’s YOLE’s upcoming reports, latest movements and main target in 2020?
EM: As mentioned earlier, Yole and its partner System Plus Consulting plan to keep following up and analyzing the photonics industry as its future look very promising. Topics as Silicon Photonics, LiDAR, 3D Sensing and Infrared Imaging, among others, really deserve and a closed and continuous attention our teams are managing. System Plus Consulting is also working on providing device analyses to provide an additional view of the industry.
CIOE: Do you have anything to say to the Chinese professionals who joined CIOE and Forum? And to those hadn’t join us yet?
EM: Every year, our Executive Forums are attracting more and more people from all the supply chain and from all continents. Programs are directly linked to the evolution of the photonic industry, technology trends and competitive landscape.
These events are the place-to-be to better identify innovative technologies, understand technical issues and overcome market challenges. Under this dynamic context, we are confident our Executive Forums will see their audience grow.
CIOE – Yole collaboration is without doubts, a success story in China.
With more than 25+ years’ experience within the semiconductor industry, Eric Mounier PhD. is Fellow Analyst at Yole Développement (Yole). Eric provides daily in-depth insights into current and future semiconductor trends, markets and innovative technologies (such as Quantum computing, Si photonics, new sensing technologies, new type of sensors …). Based on relevant methodological expertise and a strong technological background, he works closely with all the teams at Yole to point out disruptive technologies and analyze and present business opportunities through technology & market reports and custom consulting projects. With numerous internal workshops on technologies, methodologies, best practices and more, Yole’s Fellow Analyst ensures the training of Yole’s Technology & Market Analysts.
In this position, Eric Mounier has spoken in numerous international conferences, presenting his vision of the semiconductor industry and latest technical innovations. He has also authored or co-authored more than 100 papers as well as more than 120 Yole’s technology & market reports.
Previously, Eric held R&D and Marketing positions at CEA Leti (France).
Eric Mounier has a PhD. in Semiconductor Engineering and a degree in Optoelectronics from the National Polytechnic Institute of Grenoble (France).
- Executive Forum on Silicon Photonics – A first successful edition
- Executive Forum on LiDAR for Automotive – The hot topic
- Executive Forum on 3D Sensing for Consumers – Envision the Future
- Executive Infrared Imaging Forum, a fourth edition for the crossing of the million unit threshold
(1) Source: Silicon Photonics & Photonic Integrated Circuits report, Yole Développement, 2019 Edition
(2) Source: LiDAR for Automotive & Industrial Applications report, Yole Développement, 2019 Edition
(3) Source : 3D Imaging & Sensing report, Yole Développement, 2018 Edition
(4) Source : Uncooled Infrared Imagers & Detectors report, Yole Développement, 2019 Edition
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