Automotive Lighting: Technology, Industry, and Market Trends - 2016 Report by Yole Developpement

New technologies and new features and functionalities will make automotive lighting a $27.7 billion market by 2021 (and an exciting one at that)!

AUTOMOTIVE LIGHTING IS GROWING FAST ($27.7B IN 2021) BY INCREASING ITS DESIGN USES AND PROVIDING NEW FUNCTIONALITIES
With the recent integration of LED technology, lighting has evolved from a basic, functional feature to a distinctive feature with high-value potential in automotive. Indeed, LED technology has given manufacturers the opportunity for strong differentiation via lighting design and additional functionalities. This is particularly true for exterior lighting, but it is also spreading to interior lighting. These changes are heavily impacting the supply chain, with new suppliers and a new value chain emerging.

In 2015, the automotive lighting market totaled nearly $22.4B, up 5.4% from 2014. This growth was driven by increased lighting system content per vehicle and a more favorable product mix driven by strong adoption of LED-based front lighting systems. Indeed, headlamp and Day Running Light (DRL) systems represented 43% and 28% of total 2015 revenue, respectively. Other lighting systems (i.e. Rear Combination Light/Center High-Mounted Signal Light, interior light, and side turn-signal light) comprised the remaining 29% of 2015 revenue. The automotive lighting market will continue growing, reaching a market size of almost $27.7B by 2021 - +23.7% compared to 2015, and driven by different growth areas:

Short-term: increased LED technology penetration rate into different automotive lighting applications/systems, and increased lighting content per vehicle.
Middle/long-term: potential integration of new lighting technologies like OLED and laser, development of Advanced Front Lighting Systems (AFLS) and other security functions, and incredible developments employing lighting as a new design feature.

This report presents all automotive lighting applications and the associated market revenue for the period 2013 - 2021, with details concerning drivers and challenges, integration status of different lighting technologies and systems, recent trends, and market size per application.

1. From Technologies to Market
Automotive
Lighting
Technology, Industry and
Market Trends
2016 Report
SAMPLE

2. 2
•ExecutiveSummary P10
•AutomotiveMarketMacrotrends P27
•StatusandTrends
•AutomotiveandGDP
•2005-2015vehiclesales
•2015vs.2014GeographicalTrendsataglance
•2015VehiclesSales-GeographicalBreakdown
•2015VehiclesSales-Vehicletypebreakdown
•2015VehiclesProduction-GeographicalBreakdown
•Top10AutomotiveManufacturersandassociatedBrands
•GrowthDrivers
•AutomotiveIndustryandsupplyUndergoingTransformation
•MajorTrendsTransformingTheAutomotiveIndustry
•AutomotiveIndustryandsupplyUndergoingTransformation
•ElectricVehicles
•MainDriversFortheElectrifiedVehicleMarket
•DifferenttypesofElectricVehicles
•ElectrificationTrendsDependonGeographicalArea
•DifferentLevelofElectrificationandtheirAssociatedCO2Reductions
•ElectrifiedCarsMarketTrends
•DriversandStoppersforElectrification
•Whathascontributedtomarketgrowinthelastyears?
•ADAS
•TheNeedforImprovedRoadSafety
•AdvancedDriverAssistanceSystem(ADAS)
•ListofMajorADASSystems
•FromADASToAutomatedDriving:AutomationLevels
•DriversandStoppersforAutomatedDriving
•Regulations
•AutomatedDrivingstatus
•RoadmapandTechnology
•AutonomousandSelfDrivingCars:WinnersandLosers
•LightSourcesandAssociatedFunctions/Applications P67
•HistoryofLightSources
•OverviewofLightSources
•Halogen
•Xenon/HID
•LED
•Laser
•OLED
•LightSourcevs.LightingFunctions/Applications
•LEDforAutomotiveLighting P78
•Introduction
•History
•Drivers
•Challenge
•LEDClassificationandAssociatedApplications
•LeadingPlayers
•CostStructureforLEDAutomotiveLighting
•Trends
•OLEDforAutomotiveLighting P87
•Drivers&PotentialApplications
•ChallengesforOLEDIntegration
•RecentDevelopment
•OLEDRearLampPrototypesfromHELLA,OsramandStanleyElectric
•BMW-FromPrototypetoproduction(M4GTS)
•FutureTrends-From2DOLEDto3DOLED
•BreakthroughDesignPossibilities
•FocusonR2D2Project
TABLE OF CONTENT (1/3)
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

3. 3
•LaserforAutomotiveLighting P101
•Introduction&History
•TechnologyAspects
•TheBMWi8LaserHeadlamp
•TheAudiR8LaserHeadlamp
•LuminanceAspects
•Laservs.LED
•Interior/AmbientLighting P109
•BenefitsofLED
•KeyMilestones
•Functions/Uses
•Introduction
•EnhancedCommunication
•Safety
•Physical&ElectricalSystemIntegration
•Differentwaystohighlighttheinterior
•LEDs
•LightGuides
•OLEDs&LuminousTextiles
•IntegrationModel
•PartnershipRequiredforSuccess
•MoodLighting-ImpactofColoredLight
•Trends
•ExteriorLighting P124
•Introduction
•SmallLamps
•Productoverview
•Turnindicatorinsideviewmirror
•FrontCombinationLamps
•CHMSL
•LicensePlateLamps
•RearCombinationLamps(RCL)
•Milestones
•TechnicalAccentuation
•Latestdevelopment(ExcludingOLED)
•FrontLighting
•Bi-functionalHeadlampSystems
•HeadlampsystemsTypologies
•AnalysisofAutomotivelightingfunctions
•ImpactonSafety
•ImpactonEnergyconsumption
•HistoryofLEDDRLandHeadlampsAdoption
•FullLEDHeadlamps:TimelineperManufacturer
•ProgressionofLED,OLEDandLaserTechnologies
•LEDHeadlamp:FromLuxurytoEconomyCars
•AdvancedFrontLightingSystems(1/2) P151
•Overview
•Introduction
•History
•HeadlampLeveling
•StaticBendLighting
•DynamicBendLighting
•NonCamera-basedAdaptiveFrontLighting
•Camera-BasedAdaptiveFrontLighting
•AutomaticHighBeam
•AdaptiveCut-OffLine
•VerticalCut-OffLine
•Glare-FreeLighting
TABLE OF CONTENT (2/3)
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

4. 4
•AdvancedFrontLightingSystems(2/2) P151
•EmergingTechnologies
•MatrixLED
•SystemsfromHELLAandothersuppliers
•NewFunctionalities
•Fullyadaptiveheadlampsystem
•SystemArchitecture
•OverviewofSensorTechnologies
•FocusonCMOSImageSensors
•MatchingwithCurrentAutomotiveTechnologyTrends
•HighResolutionHeadlamps-SpatialLightModulators(SLM)andDigitalMicroDevices
(DMD)
•Nextgenerationofheadlamp
•CombineMatrix-beamheadlampswithlaserlights
•ApplicationsofMatrixLaserHeadlight
•FocusonMicroMirrortechnology
•What’sNext?
•TargetedIllumination
•EyeTrackingAdaptiveLighting
oAutomotiveLightingMarket P188
•2015AutomotiveLightingMarketStatus
•2014vs.2015-Trends
•RevenueBreakdownbyRegionofsaleandHeadquarterLocation
•RevenueBreakdownbyApplication
•2015-2021AutomotiveLightingMarketForecast
•2015vs.2021-GlobalTrends
•MarketRevenueForecast-Total&BreakdownbyApplication
•In-DepthAnalysisofHeadlampMarket
•Introduction
•LowLevelFunctionsvsHighLevelFunctions
•Segmentationoffrontlightingsystems
•KeyMilestones
•PenetrationRatebyTechnology
•FocusonLEDHeadlamp-PenetrationRatebyTypeofSystem
•TotalMarketRevenueTrends-SplitbyTechnology
•LEDMarketRevenueTrends-SplitbyTypeofSystem
•InsightonPenetrationRateofAdvancedFrontLightingSystem
•AutomotiveLightingIndustry P211
•AnalysisofTier-1CompetitiveLandscape
•MarketShares-2014vs.2015
•SupplierRankingperRegion(Asia,Europe,NorthAmerica)
•AnalysisofRevenueTrendsattop15Suppliers
•EmergingPlayers
•CompanyProfiles
•Koito(JP)
•MagnetiMarelli(IT)
•Valeo(FR)
•Hella(DE)
•Stanley(JP)
•ZKW(AT)
•SLCorporation(KR)
•VarrocLightingSystems(IN)
•DepoAutoPartsInd.(TW)
•Ichikoh(JP)
•TYCBrotherInd.(TW)
•Grupoantolin(SP)
•OlsaSpA(IT)
•InsightsonChineseAutomotiveLightingIndustry
•OverviewofChineseautomotiveindustry
•Chineseautomotivelightingindustry
•Conclusion P260
TABLE OF CONTENT (3/3)
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

5. 5
THIS OBJECTIVE OF THIS REPORT IS TO PROVIDE A COMPREHENSIVE OVERVIEW OF ALL ASPECTS OF
AUTOMOTIVE LIGHTING!
Deep insight into various Automotive Lighting technology and system approaches and their comparison
(LED / OLED / Laser (…) -DRL / Headlamp / Interior Lighting (…) -AFLS (…))
&
Analysis of industry, technology roadmaps and market metrics.
Theobjectivesofthisreportare:
•Toanalyzetheautomotivelightingmarket/applications’currentstatusandfuturetrends!
•Toreviewtheautomotivelightingindustrystructureandfuturetrends!
•Todiscussthemaintechnologiesusedforautomotivelighting,andassociatedroadmaps!
•Toexaminethemainlightingsystemsusedforautomotiveapplications,andassociatedroadmaps!
•Toprovidemarketinsights(2013-2021)forautomotivelightingapplications!
OBJECTIVES OF THE REPORT
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

6. 6
ParsMUKISH(BusinessUnitManager-Sapphire,LED/OLED,DisplayandLightingSystems-YoleDéveloppement)
•ParsMUKISHholdsamaster’sdegreeinMaterialsScience&PolymersfromITECHinFranceandamaster’sdegreeinInnovation&
TechnologyManagementfromEMLyon,alsoinFrance.HeworksatYoleDéveloppement,the"MorethanMoore"marketresearch
andstrategyconsultingcompany,asSeniorMarketandTechnologyAnalystinthefieldsofLED,OLED,LightingTechnologiesand
CompoundSemiconductors,carryingouttechnical,economicandmarketinganalyses.In2015,Parshasalsotakenonresponsibility
fordevelopingSapphire,LED/OLEDanddisplay/lightingactivitiesasBusinessUnitManager.
•Previously,heworkedasMarketingAnalystandTechno-EconomicAnalystforseveralyearsattheFrenchResearchCenterCEA.
PierrickBOULAY(Market&TechnologyAnalyst-LED/OLEDandLightingSystems-YoleDéveloppement)
•PierrickBOULAYworksasaMarketandTechnologyAnalystinthefieldsofLED,OLEDandLightingSystems,carryingouttechnical,
economicandmarketinganalysisatYoleDéveloppement,the"MorethanMoore"marketresearchandstrategyconsultingcompany.
HehasexperienceinbothLEDlighting,includinggeneralandautomotivelighting,andOLEDlighting.
•Inthepast,hemostlyworkedinR&DdepartmentsforLEDlightingapplications.Pierrickholdsamaster’sdegreeinElectronicsfrom
ESEOinFrance.
EricVIREY(Market&TechnologyAnalyst-Sapphire,LED/OLEDandDisplaySystems-YoleDéveloppement)
•EricVIREYholdsaPh-DinOptoelectronicsfromtheNationalPolytechnicInstituteofGrenoble(INPG-France).
•HeworksasMarketandTechnologyAnalystinthefieldsofSapphire,LED/OLEDandDisplaytechnologies.
•Inthelast12years,hehasheldvariousR&D,engineering,manufacturingandmarketingpositionswithSaint-Gobain.Mostrecently,he
wasMarketManageratSaint-GobainCrystals,inchargeofSapphireandOptoelectronicproducts.
AUTHORS OF THE REPORT
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

7. 7
AUTOMOTIVE INDUSTRY & SUPPLY UNDERGOING TRANSFORMATION
•TheautomotiveindustryasweknowittodayhasevolvedorganicallyfromthatpioneeredbyHenriFordandits
massproductionphilosophy.Butinthelastfewyearselectronic,optoelectronics,softwareandvariousdigital
technologiesalongwithsocietalchangesareincreasinglypressuringautomotivemakersin
transformingitsofferingandbusinessmodelsfasterthaneverbefore.
Automotive
OEMs will
remain focused
on core
automotive
competencies
but have to
develop new
ones.
Car Maker Traditional Skills 
Styling & Powertrains
Emerging New Requirements Batteries,
Electronics, Optoelectronics, Software (…)
Illustration:
Analog Devices
BMW
Illustration:Style,safety,reliabilityandenergyefficiencyrequirementsdrivenbyconsumersandincreasinglydemandingregulatorystandardsdemand
remainsthekeypriorityforvehiclemanufacturers.Thistranslateintoaconstantfocusontheircorecompetenciessuchaspowertrainandstructures.
ButOEMsalsohavetodevelopandimplementincreasinglycomplexelectronic,optoelectronic,softwareandcommunicationsystems.Mostwill
collaboratewithnewsuppliersandindustries.
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

8. 8
Harshenvironment:
•Automotiveapplications=highelectrostaticdischarges,stringentqualityrequirementsand
testing(temperaturecycling,stresstests…)
Beamshaping:
•Stringentbeamshapingrequirementsforfrontlampapplicationsrequireadvancedoptics
design.
XX:
•XX.
Electricalmanagement(driver):
•Tocreateanefficientdrivecircuit,severalissuesneedtobeconsideredandadriverthat
supportsvariableinputandoutputvoltageisnecessary.
XX:
•XX.
LEDreliabilityandperformance:
•OEMsrequirenoperceiveddriftnordropinperformancewithage/time.
Obsolescence:
•LEDtechnologylifecycleismuchshorterthanthoseapplyingtoautomotiveproductsSo
isthereastrongincentiveforLEDmanufacturerstomaintainobsoletetechnologiesjustto
supportasmallmarket?
Main Challenges for LED Integration (1/2)
LED FOR AUTOMOTIVE LIGHTING
Cadillac Escalade SUV Headlamp Module
Source: Hella
Audi R8 headlamp with
54 LEDs from Osram
and Lumileds
Source: Osram and
Lumileds
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

9. 9
Design aspects
represent the
main driver for
OLED
integration into
automotive
lighting.
Drivers & Potential Applications
OLED FOR AUTOMOTIVE LIGHTING
•Main drivers of OLEDs integration are:
•Design flexibility (color rendering, size, thickness, weight, form
factor…).
•Major driver for integration of OLEDs in Automotive
Lighting.
•Represents the main factor of differentiation with LED
technology.
•Long lifetime.
•High efficiency/Low energy consumption.
•Fast response (enhanced safety).
•Health friendly/Eco friendly.
XX
Low and high beam
light
Day Running Light
(DRL)
XX
Turn indicator
(front)
XX Side marker
XX
XX
Turn indicator
XX
Reversing light
Interior light (ambiance light, dome light, map light)
Advanced front
lights (dynamic
light…)
Rear light
•OLEDissuitableforonlysomeapplicationsinAutomotiveLighting:
LEGEND
Highly accessible
Can be accessible
Not accessible
NOTE:Due to the fact that OLED are not point source (but diffuse source), OLED should
never access applications such as Daytime Running Light (DRL), low bean light.
Potential application for OLED in
Automotive Lighting
Illustration: www.drivingfuture.com
April 2016
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

10. 10
The laser
headlight of the
BMW i8 is
more efficient
and compact
and offers
higher
luminance than
LED systems.
The BMW i8 Laser Headlamp
LASER FOR AUTOMOTIVE LIGHTING
•Lasersourcescombinetheexcellentlightperformanceofxenonheadlampswiththedesignpossibilitiesofferedby
LEDtechnology.ComparedtotypicalLEDs,theluminance(measureoftheluminousintensityofanilluminatingsurface)isten
timesstronger(x10),whichincreasestheefficiencyoftheopticalsystemandreducesenergyconsumption.
•TheBMWi8launchedinthefallof2014wasthefirstcommercialvehiclefeaturinglaserhighbeamswitharangeupto600m.
•ThelowbeamfunctionisprovidedbyLEDs.
600m300m
LED low-beam LED high-beam
LED high-beam combined with the laser-
based spot (laser booster)
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

11. 11
Light is
integrated into
overheads and
cockpits
creating a
customable
environment.
Functions / Uses
INTERIOR / AMBIENT LIGHTING
LEDsininterior/ambientlightingareusedformoodlighting,andtoenhancedrivingexperience!
Interior/Ambientlightingisdirectlycontrolledbytheinfotainmentsystem!
Source: Grupo Antolin
Source: Hella-BMW X5Source: Hella-BMW X5
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

12. 12
HEADLAMP SYSTEMS TYPOLOGIES
Multiple types
of headlamp
combining
different
sources are
available.
Single-
Type Light
Source
System
TYPOLOGY OF SYSTEM
Multi-Type
Light
Source
System
Full
Halogen
Full LED
Hybrid
“Halogen
/ Xenon”
XX
XX
Hybrid
“LED /
Laser”
Halogen used for all light
functions
LED used for all light
functions
Xenon used for low
beam and / or continuous
high beam light
XX
XX
Laser used for
continuous high beam
light
Basic system -Limited to low grade
segments
Advanced system -Previously limited
to high grade segments but now
starting to spread over middle grade
segments
Advanced system compared to “Full
halogen” with increased performance
for low and high beam lighting
XX
XX
Advanced system compared to “Full
LED” with increased design
possibilities, performance and
functionalities for high beam lighting
HEADLAMP SYSTEM DETAILS
Established
Technology
Emerging
Technology
Established
Technology
XX
XX
Technology
Under
Development
STATUS
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

13. 13
AUTOMOTIVE LIGHTING FUNCTIONS
The adoption of
LED and laser
light sources
allowed new
design styling
and more
complex lighting
functions.
XX
Automotive Lighting Functions
Stops/Mechanics
XX
Discr. Matrix-Systems
Progr. Light-Source
Electric Light-Source
Technology
-XX
-XX
-Adaptive front-lighting system
-XX
-More Lumen Flux
-Luminous flux / Visibility range
-XX
Electronic control of luminous
flux
-Multiple optical modules
-Freedom of styling
XX
High -power display
Pointlike Light-Source
-XX
-Styling Freedom (Package)
Source: Yole/BMW
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

14. 14
ADVANCED FRONT LIGHTING SYSTEMS -STATIC BEND LIGHTING
•Staticbendlightingconsistsinactivatingcorneringcomplementarylightsinintersections,narrowcorners,entry
gatewaysetc...
•Thisadditionalbeamcancoveranglesupto90°fromtheaxisofthevehicle,lightingcrossingareasetc…
•Theactivationisaccomplishedbyoperatingawinkerorasafunctionofthespeedorsteeringofthevehicle.
Static bend
lighting provides
an additional
corner beam in
certain driving
situations.
Illustration of Static Bend Lighting
Source: Hella
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

15. 15
TOWARD GLARE FREE LIGHTING
•GlareFreeLightingalsorepresentsanenhancementofAutomaticHighBeam(AHB)system.
•Thefunctioncanberealizedbyinstallingaspecialsheathontherotatingcylinderintheprojectionmodule.
•Basedonimageprocessingfunctionsandintelligentsettingsintheprojectionmodule,criticalareasofoncoming
trafficthatmightfaceglareareremovedfromthehighbeamdistribution,buttherestofthehighbeamfieldremains
intactforthedriver’sconvenience,
•Howevernewtechnologiesarebeingdevelopedtoincreasefunctionalitiesofsuchsystem:MatrixLEDandDigital
MirrorDevice.
AFLS can
include one or
more of the
functions
described in this
section.
Automatic High Beam Adaptive Front Lighting Glare Free Lighting
Automatic switching between low and high beam
Adjustment of lighting beams
Masking of some specific
lighting area
LIGHTING
FUNCTIONS
SYSTEMS
Increasing complexity of the system (light source / module, camera, sensors, software…)
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

16. 16
FULLYADAPTIVE HEADLAMPSYSTEM -SYSTEM ARCHITECTURE
In this kind of
architecture, it
is compulsory
to have a match
between the
camera and the
software for
image
processing.
(Stereo)
Caméra
Steering
Wheel-Angle
Vehicule
Speed
XX
LIDAR
XX
Yaw-Rate
XX
Light Sensor
XX
SensorFusion
XX
Compute
Optimal light
distribution
XX
Actuation of
Light Module
SENSING ACTUATIONPROCESSING
Source: Yole/Nvidia
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

17. 17
AUTOMOTIVE TECHNOLOGY TREND
Technology roadmap for (front) ADAS cameras
Probably two
different
markets for
camera in
automotive.
Technology roadmap for (front) ADAS cameras
Source: Sensors and Data Management for Autonomous Vehicles Report
Yole Développement (August 2015)
For Display and Assist
camera roadmap
Price depreciation will
be compensated by
volume
$30
$20
$10
2010 2015 2020 2025 2030 2035
1-X Cameras
per car
~$XX to $XX
X-X
Cameras
per car
~$XXto$XX
10+
Cameras
per car
~$200
30x30mm²
10x10mm²
20x20mm²
Forward cameras
for ADAS
technology drive will
keep the price high
1-X Cameras
per car
~$XX
~$10B
market
XXM to XXM
cameras
~$20B
market
1B+ cameras
Module size
& cost
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

18. 18
GLOBAL TRENDS -2014 VS. 2015
Revenue in
automotive
lighting systems
increased
+XX% in 2015
thanks to
volume growth
and improved
product mix.
[1]
Excludes replacement bulbs
[2]
Adjusted to reflect Valeo’s31.6% ownership.
[3]
Flex-N-Gate (US), J.W.Speaker(US), Sammoon(CN), Niken(TW), Sirius Light Technology (TW), Reliable Auto Parts (TW), Eagle Eyes (TW), Laster Tech (TW) etc…
•Revenueforautomotivelightingsystems
[1]
increasedXX%,fromUS$XXbillionin2014toUS$22.4billionin2015.
•Thisgrowthistocomparetoamoremoderate1.2%growthinvehicleproductionduringthesameperiod(from
89.7to90.8millionsunits).
•Growthinlightingsystemswasdrivenmostlyby:
•Higherlightingsystemcontentpervehicledrivenbyincreasinglystringentsafetyregulationsinmultiplecountries.
•MorefavorableproductmixdrivenbythestrongadoptionofXenonandLEDheadlampsandhighaddedvalueofAdvanced
FrontLightingSystems,atrendconsistentwiththerecordsalesfiguresannouncedbymostpremiumcarmanufacturers.
•Strongaftermarket.
[2][3]
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

19. 19
•Duetosufficientperformanceforlowandhighbeam,andlowercost,halogenshouldremainthemajortechnologyfor
headlampby2021.
•LEDtechnologyhasalreadystartedtoreplacehalogenbulbsinmostofthevehiclesegmentsandrepresentXX%in2016.LED
technologyshouldrepresentXX%by2021withcostdecreaseandimplementationofnovelfunctionalities(AdvancedFront
LightingSystems).
•Regardingxenon(HID)technology,penetrationratewillslowlydecreaseandremainstableby2021.Thisisduetocost
decreaseofLEDtechnologyandenhancedpossibilitiesofdesignwithLEDs.
•Nowadays,Tiers-1donothaveorhavelowdevelopmentswithxenontechnology.
Penetration Rate by Technology
HEADLAMP SYSTEM MARKET
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

20. 20
SUPPLIER RANKING PER MARKET (ASIA, EUROPE, NORTH AMERICA)
•TherearenostrongautomotivelightingmakerheadquarterintheUS,CanadaorMexico(wherean
increasingvolumeofthevehiclesboundfortheNorthAmericanmarketaremanufactured).
•ThefewlocalmanufacturerssuchasXXorFlex-N-GatearesmallinscalecomparedtoEuropean,Japaneseand
Koreangiantsandmostlyaddresstheaftermarketornichevehiclemarketswithhighaddedvalueproducts(e.g.:.
2015FordF-150truckfullLEDheadlampbyFle-N-Gate).
•TheNorthAmericanmarketissplitequallybetweenEuropean(XX%)andJapanese(XX%)companies.Korean
makerSLCorphasamarketshareofXX%thankstoanincreasingpresenceatGeneralMotoraswellasthelocal
branchofHyundai.ThebalanceisownedbyXXandXX.
There is no
strong local
manufacturer in
North America.
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

21. 21
COMPANY PROFILE: STANLEY (JP)
CalendarYearRevenue(LocalCurrency–Millions):
2014 2015
Evolution
%
Total
Revenue
¥ 348,853¥ 401,014 +15%
Automotive
Lighting
¥ XX ¥ XX +XX%
Employees:
2015
Total 15,234
R&D NA
MajorCustomers/Designwins:
Revenue Breakdown
Asia Pacific XX%
North America 23%
Europe XX%
ROW 3%
Global Market Share XX%
2014EstimatedLightingRevenueBreakdown
Brand Group Model
Mitsubishi Mitsubishi i-MiEV
Honda Honda Accord
Acura Honda RLX, TSX
Mazda Mazda Demio13
Mitsubishi i-MiEV
Mazda Demio13
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

22. 22
COMPANY PROFILE: STANLEY (JP)
•Stanleywasestablishedin1920.ThecompanydevelopedstrongrelationshipwithHondafromthemid1950’s.In
2002itcreatedajointventurewithHellainAustralia.
•Stanleyalsograntedaroyalty-basedagreementoncertainlightingproductstoXXandownsaX%stakeinthe
Koreanequipmentmaker.SLCorpalsohasvariousJVwithXX.
•StanleyAutomotiveEquipmentsegmentprovideHeadlamps,RCL,HighMountStop,FogLamps+Bulbs(Automotive
bulbs,LEDBulbs,HIDrelatedproducts)forbothfor4wheeland2wheelvehicles.
•StanleywasanearlyadopteranddevelopedthefirstLED-basedCHMSLlampin1986.Thecompanysigneda
licensingagreementwithNichiagivingStanleyaccesstowhiteLEDtechnology.Inexchange,thecompanysources
chipsfromNichiathatitpackagesinternally.
Full LED Headlamp
Direct Projection Type
Full LED Headlamp
Projection type
XX
2012 XX 2013
•AcuraRLX •XX
•XX
•XX
ProprietaryLEDs fromStanley Reflector type is Stanley’s low cost solution for
offering XX on entry level vehicles.
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

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*VAT ID Number for EU members:
Tel:
Email:
Date:
PRODUCT ORDER
Please enter my order for above named report:
One user license*: Euro 5,490
Multi user license: Euro 6,490
- The report will be ready for delivery from May 9, 2016 - 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 in addition to
corporate finance services. With a strong focus on emerging applications using silicon and/or micro manufacturing (technology or process), Yole Développement
group has expanded to include more than 50 associates worldwide covering MEMS, Compound Semiconductors, LED, Image Sensors, Optoelectronics, Microfluidics
& Medical, Photovoltaics, Advanced Packaging, Manufacturing, Nanomaterials and Power Electronics. The group supports industrial companies, investors and R&D
organizations worldwide to help them understand markets and follow technology trends to develop their business.
MEDIA & EVENTS
• i-Micronews.com, online disruptive technologies website
• @Micronews, weekly e-newsletter
• Communication & webcasts services
• Events: Yole Seminars, Market Briefings…
More information on www.i-micronews.com
CONTACTS
For more information about :
• Consulting Services: Jean-Christophe Eloy ([email protected])
• Financial Services: Jean-Christophe Eloy ([email protected])
• Report Business: Fayçal Khamassi ([email protected])
• Press relations: Sandrine Leroy ([email protected])
CON S U LTI NG
• Market data & research, marketing analysis
• Technology analysis
• Reverse engineering & costing services
• Strategy consulting
• Patent analysis
More information on www.yole.fr
REPORTS
• Collection of technology & market reports
• Manufacturing cost simulation tools
• Component reverse engineering & costing
analysis
• Patent investigation
More information on www.i-micronews.com/reports
FINANCIAL SERVICES
• Mergers & Acquisitions
• Due diligence
• Fundraising
More information on Jean-Christophe Eloy

([email protected])

24. Definitions: “Acceptance”: Action by which the Buyer accepts
the terms and conditions of sale in their entirety. It is done by
signing the purchase order which mentions “I hereby accept
Yole’s Terms and Conditions of Sale”.
“Buyer”: Any business user (i.e. any person acting in the course
of its business activities, for its business needs) entering into the
following general conditions to the exclusion of consumers acting
in their personal interests.
“Contracting Parties” or “Parties”: The Seller on the
one hand and the Buyer on the other hand.
“Intellectual Property Rights” (“IPR”) means any
rights held by the Seller in its Products, including any patents,
trademarks, registered models, designs, copyrights, inventions,
commercial secrets and know-how, technical information,
company or trading names and any other intellectual property
rights or similar in any part of the world, notwithstanding the fact
that they have been registered or not and including any pending
registration of one of the above mentioned rights.
“License”: For the reports and databases, 3 different licenses
are proposed. The buyer has to choose one license:
• One user license: one person at the company can use the report.
• Multi-user license: the report can be used by unlimited users
within the company. Subsidiaries and Joint-Ventures are not
included.
• Corporate license: purchased under “Annual Subscription”
program, the report can be used by unlimited users within the
company. Joint-Ventures are not included.
“Products”: Depending on the purchase order, reports or
database on MEMS, CSC, Optics/MOEMS, Nano, bio… to
be bought either on a unit basis or as an annual subscription.
(i.e. subscription for a period of 12 calendar months). The
annual subscription to a package (i.e. a global discount based
on the number of reports that the Buyer orders or accesses
via the service, a global search service on line on I-micronews
and a consulting approach), is defined in the order. Reports are
established in PowerPoint and delivered on a PDF format and the
database may include Excel files.
“Seller”: Based in Lyon (France headquarters), Yole
Développement is a market research and business development
consultancy company, facilitating market access for advanced
technology industrial projects. With more than 20 market
analysts, Yole works worldwide with the key industrial companies,
R & D i n s t i t u t e s a n d i nve s t o r s t o h e l p t h e m u n d e r s t a n d t h e m a r ke t s
and technology trends.
1. SCOPE
1.1 The Contracting Parties undertake to observe the following
general conditions when agreed by the Buyer and the Seller.
ANY ADDITIONAL, DIFFERENT, OR CONFLICTING
T E R M S A N D CO N D I T I O N S I N A N Y OT H E R D O C U M E N T S
ISSUED BY THE BUYER AT ANY TIME ARE HEREBY
OBJECTED TO BY THE SELLER, SHALL BE WHOLLY
INAPPLICABLE TO ANY SALE MADE HEREUNDER AND
SHALL NOT BE BINDING IN ANY WAY ON THE SELLER.
1.2 This agreement becomes valid and enforceable between the
Contracting Parties after clear and non-equivocal consent
by any duly authorized person representing the Buyer. For
these purposes, the Buyer accepts these conditions of sales
when signing the purchase order which mentions “I hereby
accept Yole’s Terms and Conditions of Sale”. This results in
acceptance by the Buyer.
1.3 Orders are deemed to be accepted only upon written
acce pt ance and confir m at ion by t he S e ller, wit hin [ 7 d ays] from
the date of order, to be sent either by email or to the Buyer’s
address. In the absence of any confirmation in writing, orders
shall be deemed to have been accepted.
2. MAILING OF THE PRODUCTS
2.1 Products are sent by email to the Buyer:
• within
[1]
month from the order for Products already
released; or
• within a reasonable time for Products ordered prior to
their effective release. In this case, the Seller shall use its best
endeavours to inform the Buyer of an indicative release date
and the evolution of the work in progress.
2.2 Some weeks prior to the release date the Seller can propose
a pre-release discount to the Buyer
The Seller shall by no means be responsible for any delay in
respect of article 2.2 above, and including incases where a
new event or access to new contradictory information would
require for the analyst extra time to compute or compare
the data in order to enable the Seller to deliver a high quality
Products.
2.3 The mailing of the Product will occur only upon payment
by the Buyer, in accordance with the conditions contained
in article 3.
2.4. The mailing is operated through electronic means either by
email via the sales department or automatically online via an
email/password. If the Product’s electronic delivery format
is defective, the Seller undertakes to replace it at no charge
to the Buyer provided that it is informed of the defective
formatting within 90 days from the date of the original
download or receipt of the Product.
2.5 The person receiving the Products on behalf of the Buyer
shall immediately verify the quality of the Products and their
conformity to the order. Any claim for apparent defects or
for non-conformity shall be sent in writing to the Seller within
8 days of receipt of the Products. For this purpose, the Buyer
agrees to produce sufficient evidence of such defects. .
2.6 No return of Products shall be accepted without prior
information to the Seller, even in case of delayed delivery.
Any Product returned to the Seller without providing prior
information to the Seller as required under article 2.5 shall
remain at the Buyer’s risk.
3. PRICE, INVOICING AND PAYMENT
3.1 Prices are given in the orders corresponding to each Product
sold on a unit basis or corresponding to annual subscriptions.
They are expressed to be inclusive of all taxes. The prices
may be reevaluated from time to time. The effective price is
deemed to be the one applicable at the time of the order.
3.2 Yole may offer a pre release discount for the companies willing
to acquire in the future the specific repor t and agreeing on the
fact that the report may be release later than the anticipated
release date. In exchange to this uncertainty, the company will
get a discount that can vary from 15% to 10%.
3.3 Payments due by the Buyer shall be sent by cheque payable to
Yole Développement, credit card or by electronic transfer to
the following account:
HSBC, 1 place de la Bourse 69002 Lyon France
Bank code: 30056
Branch code: 00170
Account n°: 0170 200 1565 87
BIC or SWIFT code: CCFRFRPP
IBAN: FR76 3005 6001 7001 7020 0156 587
To ensure the payments, the Seller reserves the right to request
down payments from the Buyer. In this case, the need of down
payments will be mentioned on the order.
3.4 Payment is due by the Buyer to the Seller within 30 days
from invoice date, except in the case of a particular written
agreement. If the Buyer fails to pay within this time and fails
to contact the Seller, the latter shall be entitled to invoice
interest in arrears based on the annual rate Refi of the «BCE»
+ 7 points, in accordance with article L. 441-6 of the French
Commercial Code. Our publications (report, database, tool...)
are delivered only after reception of the payment.
3.5 In the event of termination of the contract, or of misconduct,
during the contract, the Seller will have the right to invoice
at the stage in progress, and to take legal action for damages.
4. LIABILITIES
4.1 The Buyer or any other individual or legal person acting on
its behalf, being a business user buying the Products for its
business activities, shall be solely responsible for choosing the
Products and for the use and interpretations he makes of the
documents it purchases, of the results he obtains, and of the
advice and acts it deduces thereof.
4.2 The Seller shall only be liable for (i) direct and (ii) foreseeable
pecuniary loss, caused by the Products or arising from a
material breach of this agreement
4.3 In no event shall the Seller be liable for:
a) damages of any kind, including without limitation, incidental
or consequential damages (including, but not limited to,
damages for loss of profits, business interruption and loss of
programs or information) arising out of the use of or inability
to use the Seller’s website or the Products, or any information
provided on the website, or in the Products;
b) any claim attributable to errors, omissions or other
inaccuracies in the Product or interpretations thereof.
4.4 All the information contained in the Products has been
obtained from sources believed to be reliable. The Seller
does not warrant the accuracy, completeness adequacy or
reliability of such information, which cannot be guaranteed to
be free from errors.
4.5 All the Products that the Seller sells may, upon prior notice
to the Buyer from time to time be modified by or substituted
with similar Products meeting the needs of the Buyer. This
modification shall not lead to the liability of the Seller,
provided that the Seller ensures the substituted Product is
similar to the Product initially ordered.
4.6 In the case where, after inspection, it is acknowledged that
the Products contain defects, the Seller undertakes to replace
the defective products as far as the supplies allow and without
indemnities or compensation of any kind for labor costs,
delays, loss caused or any other reason. The replacement is
guaranteed for a maximum of two months starting from the
delivery date. Any replacement is excluded for any event as set
out in article 5 below.
4.7 The deadlines that the Seller is asked to state for the mailing
of the Products are given for information only and are not
guaranteed. If such deadlines are not met, it shall not lead to
any damages or cancellation of the orders, except for non
acceptable delays exceeding [4] months from the stated
deadline, without information from the Seller. In such case only,
the Buyer shall be entitled to ask for a reimbursement of its first
down payment to the exclusion of any further damages.
4.8 The Seller does not make any warranties, express or implied,
including, without limitation, those of sale ability and fitness for
a particular purpose, with respect to the Products. Although
the Seller shall take reasonable steps to screen Products for
infection of viruses, worms, Trojan horses or other codes
containing contaminating or destructive properties before
making the Products available, the Seller cannot guarantee
that any Product will be free from infection.
5. FORCE MAJEURE
The Seller shall not be liable for any delay in performance directly
or indirectly caused by or resulting from acts of nature, fire, flood,
accident, riot, war, government intervention, embargoes, strikes,
labor difficulties, equipment failure, late deliveries by suppliers or
other difficulties which are beyond the control, and not the fault
of the Seller.
6. PROTECTION OF THE SELLER’S IPR
6.1 All the IPR attached to the Products are and remain the
property of the Seller and are protected under French and
international copyright law and conventions.
6.2 The Buyer agreed not to disclose, copy, reproduce,
redistribute, resell or publish the Product, or any part of it
to any other party other than employees of its company. The
Buyer shall have the right to use the Products solely for its
own internal information purposes. In particular, the Buyer
shall therefore not use the Product for purposes such as:
• Information storage and retrieval systems;
• Recordings and re-transmittals over any network (including
any local area network);
• Use in any timesharing, service bureau, bulletin board or
similar arrangement or public display;
• Posting any Product to any other online service (including
bulletin boards or the Internet);
• Licensing, leasing, selling, offering for sale or assigning the
Product.
6.3 The Buyer shall be solely responsible towards the Seller of
all infringements of this obligation, whether this infringement
comes from its employees or any person to whom the Buyer
has sent the Products and shall personally take care of any
related proceedings, and the Buyer shall bear related financial
consequences in their entirety.
6.4 The Buyer shall define within its company point of contact for
the needs of the contract. This person will be the recipient
of each new report in PDF format. This person shall also be
responsible for respect of the copyrights and will guaranty that
the Products are not disseminated out of the company.
6.5 In the context of annual subscriptions, the person of contact
shall decide who within the Buyer, shall be entitled to access
on line the reports on I-micronews.com. In this respect, the
Seller will give the Buyer a maximum of 10 password, unless
the multiple sites organization of the Buyer requires more
passwords. The Seller reserves the right to check from time
to time the correct use of this password.
6.6 In the case of a multisite, multi license, only the employee
of the buyer can access the report or the employee of the
companies in which the buyer have 100% shares. As a matter
of fact the investor of a company, the joint venture done with
a third party etc..cannot access the report and should pay a
full license price.
7. TERMINATION
7.1 If the Buyer cancels the order in whole or in part or postpones
the date of mailing, the Buyer shall indemnify the Seller for
the entire costs that have been incurred as at the date of
notification by the Buyer of such delay or cancellation. This
may also apply for any other direct or indirect consequential
loss that may be borne by the Seller, following this decision.
7.2 In the event of breach by one Party under these conditions
or the order, the non-breaching Party may send a notification
to the other by recorded delivery letter upon which, after a
period of thirty (30) days without solving the problem, the
non-breaching Party shall be entitled to terminate all the
pending orders, without being liable for any compensation.
8. MISCELLANEOUS
All the provisions of these Terms and Conditions are for the
benefit of the Seller itself, but also for its licensors, employees
and agents. Each of them is entitled to assert and enforce those
provisions against the Buyer.
Any notices under these Terms and Conditions shall be given in
writing. They shall be effective upon receipt by the other Party.
The Seller may, from time to time, update these Terms and
Conditions and the Buyer, is deemed to have accepted the latest
version of these terms and conditions, provided they have been
communicated to him in due time.
9. GOVERNING LAW AND JURISDICTION
9.1 Any dispute arising out or linked to these Terms and
Conditions or to any contract (orders) entered into in
application of these Terms and Conditions shall be settled
by the French Commercial Courts of Lyon, which shall have
exclusive jurisdiction upon such issues.
9.2 French law shall govern the relation between the Buyer and
the Seller, in accordance with these Terms and Conditions.
TERMS AND CONDITIONS OF SALES  

25. FromTechnologies to Market
Presentation of Yole
Développement
With Focus on Sapphire
LED, OLED and Display /
Lighting Activities
Corporate Presentation
FromTechnologies to Market

26. 24
Yole Développement
FromTechnologies to Market
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

27. 25
©2016 | www.yole.fr | About Yole Développement
MEMS &
Sensors
LED
Compound
Semi.
Imaging Photonics
MedTech
Manufacturing
Advanced Packaging
Batteries / Energy
Management
Power
Electronics
FIELDS OF EXPERTISE
Yole Développement’s 30 analysts operate in the following areas

28. 26
4 BUSINESS MODELS
oConsultingandAnalysis
•Marketdata&research,marketinganalysis
•Technologyanalysis
•Strategyconsulting
•Reverseengineering&costing
•Patentanalysis
www.yole.fr
oReports
•Market&Technologyreports
•PatentInvestigationandpatentinfringementrisk
analysis
•Teardowns&ReverseCostingAnalysis
•CostSimulationTool
www.i-Micronews.com/reports
oFinancialservices
•M&A(buyingandselling)
•Duediligence
•Fundraising
•Maturationofcompanies
•IPportfoliomanagement&optimization
www.yolefinance.com
www.bmorpho.com
oMedia
•i-Micronews.comwebsite
•@Micronewse-newsletter
•Communication&webcastservices
•Events
www.i-Micronews.com
©2016 | www.yole.fr | About Yole Développement

29. 27
A GROUP OF COMPANIES
Market,
technology and
strategy
consulting
www.yole.fr
M&A operations
Due diligences
www.yolefinance.com
Innovation and business maker
www.bmorpho.com
Manufacturing costs analysis
Teardown and reverse engineering
Cost simulation tools
www.systemplus.fr
IP analysis
Patent assessment
www.knowmade.fr
©2016 | www.yole.fr | About Yole Développement

30. 28
OUR GLOBAL ACTIVITY
©2016 | www.yole.fr | About Yole Développement

31. 29
RESEARCH PRODUCTS-CONTENT COMPARISON
Custom analysis scope is defined with
you to meet your information and
budget needs
Breadth of the analysis
Depth of the analysis
Custom
Analysis
Workshops
Standard Reports
©2016 | www.yole.fr | About Yole Développement

32. 30
SERVING THE ENTIRE SUPPLY CHAIN
Our
analysts
provide
market
analysis,
technology
evaluation,
and
business
plan along
the entire
supply chain
Integratorsand
end-users
Device
makers
Suppliers: material,
equipment, OSAT,
foundries…
Financial investors,
R&D centers
©2016 | www.yole.fr | About Yole Développement

33. 31
SERVING MULTIPLE INDUSTRIAL FIELDS
Weare working
accrossmultiples
industries to
understandthe
impact of More-
than-Moore
technologies
fromdeviceto
system
FromA to Z…
Transportation
makers
Mobile phone
and consumer
electronics
Automotive
Medical
systems
Industrialand
defense
Energy
©2016 | www.yole.fr | About Yole Développement

34. 32
REPORTS COLLECTION
oYoleDéveloppementpublishesacomprehensivecollectionofmarket&technologyreportsandpatentanalysisin:
•MEMS&Sensors
•Imaging
•Medicaltechnologies(MedTech)
•Photonics
•Advancedpackaging
•Manufacturing
•Powerelectronics
•BatteriesandEnergymanagement
•Compoundsemiconductors
•LED
oOurreportsareunmatchedinqualityandtechnologydepthandtypicallyinclude:
•Technologytrendsandevolution:costs,barriers,roadmaps,etc.
•Supply&valuechainanalysis:businessmodels,relationships,valueflows,etc.
•In-depthanalysisofapplicationsandmarketdrivers:challenges,inflectionpoints,etc.
•Marketdata($,units,waferstarts,etc.)
•Patentinvestigation
•Componentandmodulereverseengineeringandcostinganalysis
oEveryyear,YoleDéveloppement,SystemPlusConsultingandKnowmadepublish+70reports.
oTakethefullbenefitfromourBundleandAnnualSubscriptionoffers.
www.i-Micronews.com
©2016 | www.yole.fr | About Yole Développement

35. 33
OUR 2016 REPORTS PLANNING (1/2)
MARKET AND TECHNOLOGY REPORTS
by Yole Développement
oMEMS&SENSORS
−GasSensorsandCombos2016
−StatusoftheMEMSIndustry2016*
−SensorsforCellphonesandTablets2016
−MarketandTechnologyTrendsofInkjetPrintheads:TowardsNewPrinting
Opportunities2016…
−SensorsforBiometryandRecognition2016
−FingerPrintSensorsMarketandTechnologies2016
−3DImaging&Sensing2016**
−SiliconPhotonics2016
−EmergingNonVolatileMemories2016*
oIMAGING&OPTOELECTRONICS
−StatusoftheCMOSImageSensorIndustry2016*
−UncooledInfraredImagingTechnology&MarketTrends2016*
−ImagingTechnologiesforAutomotive2016
−SensorsforDrones&ConsumerRobots2016
−3DImaging&Sensing2016**
−SiliconPhotonics2016
oMEDTECH
−BioMEMS2016
−PointofNeedTesting2016:ApplicationofMicrofluidicTechnologies
oADVANCED PACKAGING
−FanOutWLP:TechnologyTrendsandBusinessUpdate2016*
−EmbeddedDiePackaging:TechnologyandMarketsTrends2016*
−2.5D&3DICBusinessUpdate2016
−StatusoftheAdvancedPackagingIndustry2016*
−AdvancedPackaginginEmergingMarkets:China2016
oMANUFACTURING
−InspectionandMetrologyTechnologyandApplicationsTrendsinAdvancedPackaging
2016**
−EquipmentandMaterialsforFanOutTechnology(WafervsPanel)
−EquipmentandMaterialsforAdvancedSubstrates
−EquipmentandMaterialsfor3DT(X)VTechnology
−Thinning&DicingEquipmentforAdvancedPackaging,MEMS,Photovoltaics,LED,
CMOS2016
**Tobeconfirmed
©2016 | www.yole.fr | About Yole Développement

36. 34
OUR 2016 REPORTS PLANNING (2/2)
oCOMPOUND SEMICONDUCTORS
−SiCModules,DevicesandSubstratesforPowerElectronics2016*
−GaNModules,DevicesandSubstratesforPowerElectronics2016*
−SapphireApplications&Market2016:fromLEDtoConsumerElectronics*
−RFGaNTechnologyandMarketAnalysis2016
oLED
−SapphireApplicationsandMarket2016:FromLEDtoConsumerElectronics*
−LEDPackaging2016
−MicrodisplaysandMicroLEDs
−UVLEDTechnology,ManufacturingandApplicationsTrends2016*
−OLEDforLighting2016
−LEDinAutomotiveLighting2016
oPOWERELECTRONICS
−PowerElectronicsinElectricandHybridVehicles2016
−StatusofPowerElectronicsIndustry2016*
−PassiveComponentsTechnologiesandMarketTrendsforPowerElectronics2016
−SiCModules,DevicesandSubstratesforPowerElectronics2016*
−GaNModules,DevicesandSubstratesforPowerElectronics2016*
−InverterTechnologiesTrends&MarketExpectations2016
−PowerElectronicsforRenewableEnergy2016
−ThermalManagementforLEDandPower2016
−RFGaNTechnologyandMarketAnalysis2016
oBATTERY
−MarketTrendsandTechnologiesinBatteryPackandAssembly2016
−InnovativeandEmergingTechnologiesinEnergyStorageMarket2016
**Tobeconfirmed
PATENTANALYSISbyKnowmade
oPatentInfringement(crossedanalysisbasedonKnowmadeandSystemPlusAnalysis
expertise)
oPatentInvestigation(crossedanalysisbasedonKnowmade&YoleDéveloppement
expertise)
oPatentLandscape
TEARDOWN &REVERSECOSTINGbySystemPlusConsulting
Morethan30teardownsandreversecostinganalysisandcostsimulationtoolstobe
publishedin2016.
©2016 | www.yole.fr | About Yole Développement

37. 35
OUR 2015 PUBLISHEDREPORTS LIST
oMEMS&SENSORS
−SensorsandDataManagementforAutonomousVehicles
−SensorsforWearableElectronicsAndMobileHealthcare
−StatusoftheMEMSIndustry
−UncooledInfraredImagingTechnology&MarketTrends
−InfraredDetectorTechnology&MarketTrends
−High-EndGyroscopes,AccelerometersandIMUsforDefense,Aerospace&Industrial
−EmergingNonVolatileMemory(NVM)Technology&MarketTrends
oIMAGING&OPTOELECTRONICS
−CameraModuleIndustry
−UncooledInfraredImagingTechnology&MarketTrends
−StatusoftheCMOSImageSensors
−InfraredDetectorTechnology&MarketTrends
oMEDTECH
−SamplePreparationAutomationThroughEmergingMicrofluidicTechnologies
−2015MicrofluidicApplicationsinthePharmaceutical,LifeSciences,In-VitroDiagnostic,and
MedicalDeviceMarkets
−SensorsforWearableElectronicsAndMobileHealthcare
oCOMPOUND SEMICONDUCTORS
−SapphireApplications&Market2015:fromLEDtoConsumerElectronics
−SiC,GaN,andotherWideBandGap(WBG)materialsforpowerelectronicsapplications
−GaNandSiCDevicesforPowerElectronicsApplications
oLED
−LEDLightingModuleTechnology,IndustryandMarketTrends2015
−UVLED-Technology,ManufacturingandApplicationTrends
−Phosphors&QuantumDots2015:LEDDownconvertersforLighting&Displays
−SapphireApplications&Market2015:fromLEDtoConsumerElectronics
oPOWERELECTRONICS
−PowerPackagingTechnologyTrendsandMarketExpectations
−EnergyManagementforSmartGrid,CitiesandBuildings:OpportunitiesforBattery
ElectricityStorageSolutions
−StatusofChinesePowerElectronicsIndustry
−NewTechnologiesandArchitecturesforEfficientDataCenter
−IGBTMarketandTechnologyTrends
−StatusofPowerElectronicsIndustry
−SiC,GaN,andotherWideBandGap(WBG)materialsforpowerelectronicsapplications
−GaNandSiCDevicesforPowerElectronicsApplications
oADVANCED PACKAGING
−StatusoftheAdvancedPackagingIndustry
−SupplyChainReadinessforPanelManufacturinginPackaging
−Fan-inWaferLevelPackaging:MarketandTechnologyTrends
−FlipChip:TechnologiesandMarketsTrends
−Fan-OutandEmbeddedDie:Technologies&MarketTrends
oMANUFACTURING
−PhotolithographyEquipmentandMaterialsforAdvancedPackaging,MEMSandLED
Applications
−EmergingNonVolatileMemory(NVM)Technology&MarketTrends
©2016 | www.yole.fr | About Yole Développement

38. 36
©2016 | www.yole.fr | About Yole Développement
MICRONEWS MEDIA
oAboutMicronewsMedia
MicronewsMedia,poweredbyYole
Développement,ensuresyouthebestvisibility
inthedisruptivesemiconductorcommunity.
Withourservices,wehelpyoutoreachyour
customersworldwidewiththemediaproducts
theyprefer,includingourwebsite,e-newsletter,
webcasts,andmagazines.Investinahighadded-
valueeditorialprogramandgetaccesstoYole
Développement’snetwork(48000+contacts).
oFoursupportsandchannelsforyourvisibility
•Awebcasttohighlightyourexpertiseand
developyourbusinessidentifying
commercialleads
•Articles,advertisements&logoand
bannersdedicatedtoyourcompany,its
productsandexpertisein@Micronewse-
newsletterandoni-Micronews.com
Focused
community
Identified
contacts
Large
community
Mass contacts

39. 37
©2016 | www.yole.fr | About Yole Développement
COMMUNICATION SERVICES
Allserviceslistedbelowareavailableon–demand.
oi-Micronews.com,thewebsite
Slider–Banners(onEnglishorJapanesewebsites)–Articles–
Logoandprofileassponsor
o@Micronews,thee-newsletter
Headlinearticle-Tiles
oCustomwebcast
Developyourdedicatedeventwithahighadded-valueprogram.A
turnkeyeventwithYolesupport(logistics,promotion,data…)
Contacts:
CamilleVeyrier([email protected])andClotildeFabre([email protected]),
Marketing&CommunicationProjectManagers.

40. 38
CONTACT INFORMATION
Follow us on
•Consulting and SpecificAnalysis
•NorthAmerica:Steve LaFerriere, Director of Northern America Business Development
Email: [email protected]
•Japan& Asia: Takashi Onozawa, RepresentativeDirector, Yole KK
Email: [email protected]
•RoW: Jean-Christophe Eloy, CEO & President, Yole Développement
Email [email protected]
•Report business
•NorthAmerica:Steve LaFerriere, Director of Northern America Business Development
Email: [email protected]
•Europe: Fayçal El Khamassi, HeadquarterSales Coordination & Customer Service
Email: [email protected]
•Japan& Asia: Takashi Onozawa, RepresentativeDirector, Yole KK.
Email: [email protected]
•Korea: Hailey Yang, Business DevelopmentManager, KoreanOffice
Email: [email protected]
•GreaterChina: Mavis Wang, Business DevelopmentDirector
Email: [email protected]
•Financial services
•Jean-Christophe Eloy, CEO & President
Email: [email protected]
•General
•Email: [email protected]
©2016 | www.yole.fr | About Yole Développement

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About Sapphire, LED / OLED and
Display / Lighting Activities
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample

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We are active
throughout the
value chain:
from substrates
to systems! And
we interact
with industrial /
R&D players
from each level!
Yole is active throughout the value chain (Example of LED and Sapphire activities)
FOCUS ON SAPPHIRE, LED / OLED AND DISPLAY / LIGHTING ACTIVITIES
Substrate
SiC / Sapphire/ Silicon/
Bulk GaN / Engineered
substrates
LED epi-
wafer
Mesa LED, Flip Chip LED,
Vertical LED structures
LED dies-
on-wafer
LED dies
Front-end Level 0 -Epitaxy
•Nucleation layer
•n-type layer
•Active layers (MQW)
•p-type layer
Back-End Level 0-Packaging
•Substrate separation & Bonding
•Die singulation
•Testing & Binning
LED systems and applications
Front-end Level 1 -Device Production
•Inspection
•Masking / Lithography
•Etching
•Metallization / Contacts / Mirrors
Back-End level 1 -Packaging
•Die Attach & Interconnections
•Phosphors
•Encapsulation & Optics
•Testing & Binning
Packaged LEDs
Module Packaging
•Substrates (PCB)
•Encapsulation & Optics
•Heatsink
•Testing & Binning
LED modules
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FOCUS ON SAPPHIRE, LED / OLED AND DISPLAY / LIGHTING ACTIVITIES
Insights on Forecast Methodology
“What’s Behind
the Crystal Ball?”
Only analysts that
follow the
industry on a daily
basis (trough
interviews and
developed market
modeling tools
based on
discussions with
key players of the
industry.
APPLICATION
Forecast of standard
product market volume
(unit)
Ex.: Smartphone, TVs, lamps (…)
Definition of functions using
LEDs
Ex.: “Flash vs. Keypad” for
smartphone (…)
Definition of technical
requirements
Ex.: Efficacy, size (…)
Definition of LED
penetration rate and
competitiveness with
alternative technologies
Ex.: “OLED vs. LED” in smartphone
(…)
Forecast of LED market volume (unit)
Split by application, power type (low vs. medium vs. high
power), package type (single vs. multi-die…) (… )
Definition of LED
ASP
Per power type, packaged
type (…)
Forecast of LED market size ($)
Split by application, power type, package type
(… )
Definition of manufacturing flows for
front-end and packaging (process,
technologies, materials, yields…)
Split by application, power type, package type (…)
Forecast of LED manufacturing
equipment and material markets
(unit and $)
Ex.: Phosphors, encapsulant, dicing equipment
Definition of LED die
surface (mm²)
Definition of substrate die surface (mm²)
and epiwafer volume (unit)
Split by type of substrate (…)
Forecast of LED substrate
markets (unit and $)
Split by type of substrate (…)
Definition of sale
levels of key
manufacturers ($)
Ex: LED, packaging
materials, epitaxy
materials, manufacturing
equipment, MOCVD
reactor, substrate (…)
System Plus Consulting
expertise in reverse
costing / reverse
engineering
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A team based
on persons
having
complementary
skills and
expertise.
About Yole’s Analyst Team
FOCUS ON SAPPHIRE, LED / OLED AND DISPLAY / LIGHTING ACTIVITIES
Pierrick BOULAY -Market & Technology Analyst
PierrickBOULAYholdsamasterdegreeinElectronicsfromESEO(France).HeworksasMarketandTechnologyAnalyst
inthefieldsofLED,OLEDandLightingSystemstocarryouttechnical,economicandmarketinganalysis.Hehasexperience
inbothLEDlighting(generallighting,automotivelighting…)andOLEDlighting.Inthepast,hehasmostlyworkedinR&D
departmentforLEDlightingapplications.
Pars MUKISH -Business Unit Manager
ParsMUKISHholdsamasterdegreeinMaterialsScience&Polymers(ITECH-France)andamasterdegreeinInnovation
&TechnologyManagement(EMLyon-France).Since2015,ParsMUKISHhastakenonresponsibilityfordevelopingLED,
OLEDandSapphireactivitiesasBusinessUnitManageratYoleDéveloppement.Previously,hehasworkedasMarketing
AnalystandTechno-EconomicAnalystforseveralyearsattheCEA(FrenchResearchCenter).
Dr. Eric VIREY -Senior Market & Technology Analyst
EricVIREYholdsaPh-DinOptoelectronicsfromtheNationalPolytechnicInstituteofGrenoble(INPG-France).He
worksasMarketandTechnologyAnalystinthefieldsofSapphire,LED/OLEDandDisplay.Inthelast12years,hehasheld
variousR&D,engineering,manufacturingandmarketingpositionswithSaint-Gobain.Mostrecently,hewasMarketManagerat
Saint-GobainCrystals,inchargeofSapphireandOptoelectronicproducts.
Dr. Milan ROSINA -Senior Market & Technology Analyst
MilanROSINAholdsaPh-DinOptoelectronicsfromtheNationalPolytechnicInstituteofGrenoble(INPG-France).He
worksasMarketandTechnologyAnalystinthefieldsofEnergyConversion,LED/OLEDandEmergingMaterials.Before
joiningYoleDéveloppement,hehasworkedasresearchscientistandprojectmanagerinPV,microelectronicsandLED
industries.Hehasmorethan15yearexperiencewithprominentresearchinstitutionsandautilitycompany.
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A collection of
more than 15
reports on
Sapphire, LED,
OLED, Display and
Lighting.
Report collection
FOCUS ON SAPPHIRE, LED / OLED AND DISPLAY / LIGHTING ACTIVITIES
Alreadypublished-YoleDéveloppement:
•StatusoftheLEDIndustry
•LEDinRoadandStreetLighting
•LEDFrontEndManufacturingTrends
•LEDFrontEndEquipmentMarkettrends
•GaN-on-SiTechnologyandMarket
•Phosphors&QDs-MarketandTechnologyLandscape
•LEDModuleMarket,TechnologyandIndustry
•Phosphors&QDs-IPLandscape
FromSystemPlusConsulting:
•LEDCoSim+&ReverseEngineering/ReverseCostingreports
2016Publication-Tobepublished-YoleDéveloppement:
•OLEDForLighting-PublishedinFebruary2016
•AutomotiveLighting-PublishedinApril2016
•UVLED(Q2-2016)
•Sapphire(Q2/Q3-2016)
•LEDPackaging(Q3-2016)
•MicroDisplaysandMicroLEDs(Q3-2016)
Our reports are unmatched in quality and technology depth and typically include:
•Technology trends and evolution: costs, barriers, roadmaps (…).
•Supply & value chain analysis: business models, relationships, value flows (…).
•In-depth analysis of applications and market drivers: challenges, inflection points (…).
•Market data ($, units, wafer starts…)
©2016 | www.yole.fr | Automotive Lighting 2016 -Sample