Yole’s CEO identifies five investment – Worthy trends

Written by Anne-Francoise Pelé for EETIMES – Behind every strategic decision lies a wealth of market research and analysis. Since its creation in 1998, market research firm Yole Développement (Lyon, France) has been committed to looking beyond the obvious to provide a reliable barometer of global electronics industry trends. Acquisitions, partnerships, product launches, economic downturns and upturns, even specific customer requests — all raise questions and open new fields of investigation.

In an interview with EE Times Europe, Yole CEO Jean-Christophe Eloy outlined five technology trends worthy of investigation and investment in the months and years to come.

High-performance computing

Quantum computing could open possibilities we never even considered in chemical research, financial services, health care, life sciences, manufacturing, and defense. Quantum computing is one of the key trends likely to have a long-term impact on the industry, and Yole’s customers are eagerly asking for guidance. What is the expected silicon content in a quantum computer? How will the new paradigm affect business in the next five to 10 years? Will it change the structure of the industry?

Jean-Christophe Eloy, Yole CEO

“In quantum computers, there is a lot of coding, cryogenics is huge, and silicon is nothing,” said Eloy. “The value is not in the silicon but in the system generating the cryogenics.” Many questions also surround neuromorphic imaging and computing, “which change the way we get and compute information,” he said. Neuromorphic approaches are not only game-changers technologically but could also change the value structure of the market. Yole is “trying to understand how the value flow is changing the supply chain and who will be able to do something in that area,” said Eloy.

Knowles Electronics, for instance, identified a turning point in edge audio processing with the emergence of artificial intelligence and took actions to make its products more powerful and suitable for AI. With the Google Pixel 4 smartphone, the Illinois-based company saw an opportunity not only to place microphones but also to add a processing chip, increasing its value in Google phones by a factor of four or five.

“If you combine the microphone with the ability to process the data and do specific things around the data with added value for the mobile-phone or car maker, you move from the few-cent sensor business to the few-dollar business,” said Eloy. Companies like Knowles then multiply the value of their selling and climb the value chain… Full article

Source: https://www.eetimes.eu

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