The Yole Group (Yole) has grown to become a group of companies providing marketing, technology and strategy consulting, corporate finance services, reverse engineering and costing services and well as IP and patent analysis. With a strong focus on emerging applications using silicon and/or micro manufacturing, the Yole Group has expanded to include more than 80 collaborators worldwide covering 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. Yole, along with its partners System Plus Consulting, PISEO, Knowmade and Blumorpho, support industrial companies, investors and R&D organizations worldwide to help them understand markets and follow technology trends to grow their business.
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Exploring the Impact of Generative AI: Identifying the Winners
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Datacenter GPU and AI ASIC revenue could reach $156 billion by 2025 and $233 billion by 2029. OUTLINE The massive growth that the data center GPU and AI ASIC market experienced in […]
From Challenger to Leader: China Consolidates Its Presence in Thermal Imaging
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. China shifts its focus to thermal imaging technologies, securing 50% of worldwide shipments in 2023. OUTLINE The thermal camera market is expected to grow to US$9.1 billion in 2029, with an estimated […]
Driving Towards Growth: A $14.3 Billion Automotive Sensor Market Opportunity by 2029
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The convergence of two automotive megatrends, electrification and ADAS, is fueling the sensors market. OUTLINE Sensors for electrification and ADAS both show remarkably strong growth in revenue between 2019 and 2029, with […]
Exploring Gas Sensors: Assessing Technological Advances and Unveiling Business Opportunities
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. In recent years, there has been increasing awareness about health and the environment. Several devices with embedded gas and PM (Particle Matter) sensors have been developed to monitor air quality. At Yole […]
The Semiconductor Industry: Mobile and Consumer are Its Beating Heart
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. These market segments generated $296 billion in semiconductor revenue in 2023, with an expected CAGR2023-2030 of 2.1% OUTLINE Semiconductor content will remain stable at ~35% for the mobile and computing subsegments while […]
AI Accelerators and HPC: Latest Innovations in the Advanced IC Substrates Market
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The demands and complex requirements of the semiconductor industry were a key driver, transformation enabler, and innovation-inducer of the advanced packaging industry, including the market of advanced IC substrates. While the advanced […]
How did Apple Emerge as a Leader? Primarily Through Its iPhone Series
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Gain an in-depth understanding of the technical decisions made by Apple over the past nine years. OUTLINE What’s new? Retained most of the cameras from the 14 Pro Max but with a […]
Get Ready to Be Submerged by the New Optics Revolution
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. A new, tiny device is appearing in some smartphone sensing modules, initiating a revolution in the field of consumer photonics technologies and how we can manipulate light. Indeed, Yole Group had identified […]
Adapting Strategies: Industrial Machine Vision’s Response to Short-term Challenges
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. In 2023, the total machine vision market generated $6.9 billion in revenue. When will growth return? OUTLINE Industrial machine vision: a $7.8 billion market in 2029 compared to $6.9 billion in 2023. […]
Generative AI, High Performance Computing to Fuel High Bandwidth Memory Market Growth
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The market for high bandwidth memory (HBM) is poised for rapid growth over the next five years, announces Yole Group in its latest analyses. According to the analysts, it is led by […]
DRAM: An Industry in Full Flight
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Generative AI and High Bandwidth Memory (HBM) fuel DRAM market growth. OUTLINE The HBM market has the potential to grow to US$14 billion in 2024. Yole Group expects HBM revenue growth to […]
The Gas Sensor Industry: Are New Opportunities In the Air?
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Supported by industrial and safety applications, the market continues to capitalize on opportunities in air quality monitoring. OUTLINE The gas and particle sensor market is expected to reach US$2.8 billion in 2029, […]
Smartphone Memory: Generational AI Upgrades Will Drive a Spike in DRAM Demand
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. AI requirements to hasten small NAND phase-out Artificial intelligence (AI) has been incorporated into smartphone features for several years, but the implementation of adapted Large Language Models (LLM) in high-end devices could […]
Robotic Vehicles: Steering Towards a $1B Market Value
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. What strategies will Baidu-Apollo, Cruise, Waymo, AutoX, and others adopt in response to this revolution? OUTLINE The robotic vehicle processor market is expected to reach US$1 billion in 2034, with an estimated […]
Chip World ‘24: Prospects to Embrace, Details to Sweat
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. An interview with Jean-Christophe Eloy, President and Founder, Yole Group – Written by Junko Yoshida for the Ojo-Yoshida Report. The headlines of 2023 have heralded the march of generative AI, geopolitical tussles over […]
What’s In the Box? In-cabin Monitoring Systems At a Glance
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Twice a month, Yole SystemPlus analysts share noteworthy points from their automotive Teardown Tracks. Today, they take us to the heart of imaging-based occupant and driver monitoring systems (OMS and DMS). Already […]
What’s In the Box? Automotive LiDARs At a Glance
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Twice a month, Yole SystemPlus analysts share the noteworthy points from their automotive Teardown Tracks. Today, Benjamin Pussat, Technology & Cost Analyst at Yole SystemPlus, takes us to the heart of LiDAR […]
What’s In the Box? Automotive Radars At a Glance
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. 3D waveguide antenna technology constitutes a revolution. Twice a month, Yole SystemPlus analysts share the noteworthy points from their automotive Teardown Tracks. Today, Baptiste Desbois, Guillaume Robichon, Maël Fontaine, Stéphane Elisabeth, Technology […]
What’s In the Box? Driver Monitoring Systems in Chinese Cars At a Glance
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. DMS rely on a simple optical architecture, low resolution and old CIS technologies Twice a month, Yole SystemPlus analysts share the noteworthy points from their automotive Teardown Tracks. Today, Arnaud Morillon, Baptiste […]
What’s In the Box? Chinese Automotive LiDARs At a Glance
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Seyond and Robosense LiDARs use different 2D scan technologies. Both systems display a complex assembly. Twice a month, Yole SystemPlus analysts share the noteworthy points from their Automotive Teardown Tracks. Today, Morgan […]
The Automotive Industry: A 2023 Review and 2024 Expectations
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Yole Group predicts a rise in sensor content per vehicle. However, is Europe hindered by its emphasis on electrification? As we approach the end of 2023, Yole Group’s analysts contemplate the factors […]
What, or Who, is a Safe Bet in ADAS in 2024?
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. For sure, sensor content per vehicle will increase, announces Yole Group. But will Europe be held back by its focus on electrification? As 2023 draws to a close, Yole Group’s analysts reflect […]
Status of the Camera Module Industry 2023
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. New sources of growth and technology innovation to sustain the competition in the camera module industry Soft landing before a new take-off at 4.8% CAGR by 2028 The compact camera module (CCM) […]
Nvidia Reaps the Benefits of AI Growth
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Nvidia’s financial results for Q3 2023 caused excitement in the market with revenues of $18.12 billion, a growth of 34% from Q2 and an impressive 206% year-on-year growth. The company appears to […]
Advanced IC Substrates: Taiwanese Companies Lead the Market
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Increasing capacity expansion by substrate manufacturers to accommodate the growth of application processors in the AI age. OUTLINE The advanced IC substrate market is expected to grow at an 11% CAGR from […]
The iPhone 15: Going To the 3rd Dimension
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Sony’s triple stack image sensors are shaping the future of mobile photography. This past month, many observers have been commenting on the technical innovation brought by the new iPhone 15 smartphone iteration. […]
European Microcontrollers Face Rising Competition from Mainland China
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The MCU market is growing and will reach US$32 billion by 2028, pushed by the automotive industry. OUTLINE MCU revenue is expected to reach US$32 billion in 2028, with a 5.2% CAGR […]
Apple’s Sensor Strategy: GaAs Proximity Sensors Take the Spotlight Again
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Yole Group’s analysts’ foresight was on point prior to the iPhone 14 Pro launch in 2022: The smartphone giant Apple chose InP in under-display proximity sensors, as also revealed by Yole SystemPlus’ […]
The Hottest Chips and a Long-awaited IPO
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. This year’s Hot Chips conference provided once again a mixture of sharp tutorials, exciting disclosures, and timely keynotes. Today, Yole Group details a few of notable take-aways from the conference and share […]
LG Innotek, Sony, Sunny Optical, Samsung and More: Additional Investments in Continuous Innovation
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The camera module ecosystem is changing as the mobile and consumer markets slow down and the automotive market thrives… OUTLINE A 4.8% CAGR between 2022 and 2028 is announced in Yole Intelligence‘s […]
Racing Ahead in Vehicle Electrification Allows Chinese OEMs to Define the Roadmap for LiDAR
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Between 2018 and 2022, fifteen OEMs released car models with LiDAR. Now, a year on and with more new models scheduled for release, Yole Intelligence, part of Yole Group, presents an industry […]
Automotive Semiconductors: A 100 Billion Device Industry in 2028
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Through the transformation of the supply chain, the automotive industry establishes an US$84 billion market for semiconductor devices in 2028. OUTLINE The market for semiconductor chips is showing an outstanding 11.9% CAGR […]
CXL Technology Unlocks Memory Performance
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. CXL solutions could transform today’s server (and other) memory challenges into a sizable US$15 billion opportunity by 2028. OUTLINE The CXL solution is in its very early stages of deployment. Total CXL […]
Unleashing LiDAR’s Potential: A Conversation with Innovusion
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The market for LiDAR in automotive applications is expected to reach US$3.9 billion in 2028 from US$169 million in 2022, representing a 69% Compound Annual Growth Rate (CAGR). According to Yole Intelligence’s […]
SiP Market Soars on the Wings of Chiplets and Heterogeneous Integration
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The growth of the SiP market is propelled by the trends in 5G, AI, HPC, autonomous driving, and IoT. OUTLINE The SiP market is forecast to reach US$33.8 billion by 2028, showcasing […]
Optical Imaging: PISÉO On the Starting Blocks
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. PISÉO broadens its field of expertise in optical radiation measurement. OUTLINE The new service offering is aimed at the medical, automotive, XR, Industry 4.0, defense, and aeronautics markets. Among the characteristics measured […]
The MEMS Industry: Looking Back at the Last 20 Years of Innovation and Growth
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Overcoming a global economic downturn, the MEMS market is set to grow to US$20 billion by 2028 as MEMS allow OEMs in the consumer, automotive, and other industries to optimize the cost, […]
The Processor Industry: Are Chiplets Everywhere?
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Unveiling the processor market: a record 2021 led to a flat 2022, but the outlook for 2028 is bright. OUTLINE Processor revenue is expected to reach US$242 billion in 2028, with an […]
“LiDAR Technologies and Markets: What’s Changing?,” a Presentation from the Yole Group
Florian Domengie, Senior Technology and Market Analyst at Yole Intelligence (part of the Yole Group), presents the “LiDAR Technologies and Markets: What’s Changing?” tutorial at the May 2023 Embedded Vision Summit. LiDAR technologies and markets are changing fast. Recent years have seen rapid innovation in many diverse types of LiDAR technologies. For example, LiDAR suppliers […]
“3D Sensing: Market and Industry Update,” a Presentation from the Yole Group
Florian Domengie, Senior Technology and Market Analyst at Yole Intelligence (part of the Yole Group), presents the “3D Sensing: Market and Industry Update” tutorial at the May 2023 Embedded Vision Summit. While the adoption of mobile 3D sensing has slowed in Android phones, the market has still been growing fast, thanks to Apple. Apple is […]
MEMS Market to Grow to US$20 Billion by 2028
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. MEMS-enabled functionality offsets impact of economic downturn, announce Yole Intelligence’s analysts. The MEMS market is set to grow from US$14.5 billion in 2022 to US$20 billion in 2028 at a 5% CAGR, […]
LiDAR Systems for the Automotive Industry: TRIOPTICS’ Measurement Technology Enables Large-scale Production
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Alongside camera and radar, LiDAR sensors are among the key technologies for highly automated, fully automated, and autonomous driving. Together with camera and radar sensors, the LiDAR sensors perceive the surroundings, detect […]
The M2 Pro SoC, Apple’s Path of Innovative Advancements
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Yole SystemPlus analyzes the M2 Pro System-on-Chip, with insights into the technology advances, manufacturing, packaging and consumer price of Apple’s upgraded, second-generation silicon. OUTLINE The M2 series uses the next-generation Avalanche and […]
Towards 90% of Cars Connected in 2028: What are the Driving Forces?
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The automotive connectivity module market is anticipated to reach more than US$6 billion by 2028. OUTLINE The connectivity module market for telematics and V2X applications will reach US$6.1 billion in 2028 with […]
2023: A Time to Look Back and Ahead for the Global Semiconductor Industry
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. As Semicon West 2023 ended few weeks ago, it is timely to reflect on the changes in the international semiconductor industry and look ahead five years to what the future holds. This […]
Onsemi Dominates the Automotive Imaging Market. Who Will be Its New Challengers?
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Despite numerous challenges faced in 2021 and 2022, the ecosystem remains influenced by OEM and Tier 1 dynamics. OUTLINE The camera modules and the CMOS image sensor markets for automotive applications should […]
Technology Proliferation and the Transition Towards Higher Added Value Move the CMOS Image Sensor Industry to $29B by 2028
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The CMOS image sensor industry is transitioning to return to steady growth at 5.1% CIS revenues stagnated in 2022, achieving $21.3B, in the continuity of a soft-landing situation compared to the largely […]
The Microcontroller Market: Shifting Trends and Price Surges
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The revenue growth of the microcontroller market is defying the declines seen in the semiconductor industry. MCU Market Revenues moving beyond pandemic effects, but inflation remains a concern for 2023. Close competition […]
The Processor Industry: Pioneering the Future of Semiconductor Technology
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The CPU and GPU markets have experienced a decline in consumer demand, while the progress of AI innovation and chiplet integration continues to advance. Consumer electronics demand faces challenges due to macro-economic […]
CMOS Image Sensors: Sony is Still Leading the Market
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Leaders are experiencing different fortunes: Sony is again increasing its commanding position, while Omnivision has retreated… OUTLINE A 5.1% CAGR between 2022 and 2028 is announced in Yole Intelligence‘s yearly analysis. The […]
LiDAR for Automotive: China is Propelling the Market Forward
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Chinese OEMs revolutionize the automotive industry through LiDAR technologies. OUTLINE The global LiDAR market for automotive is expected to grow to more than US$4.5 billion in 2028. Ecosystem: the market shares are […]
China’s Memory Ambition Has Not Diminished
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. After the worst downturn of the last 15 years ever, the memory market will enter a new growth phase. OUTLINE For the full year 2022: DRAM and NAND revenues decreased to ~US$79.7 […]
Status of the Memory Industry 2023
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. After the worst downturn of the last 15 years, the memory market is primed for comeback by the end of 2023: $200B revenues forecast by 2025 Over the past several quarters, the […]
The Semiconductor Device Industry: Embarking On a New Growth Cycle?
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The trillion-dollar semiconductor industry is on the brink of a fresh phase of expansion, driven by advancements in AI, quantum computing, 5G, and specialized applications. OUTLINE Semiconductor device revenue is expected to […]
Revolutionizing the Automotive Landscape: LiDAR Integration Soars as Chinese OEMs Take the Lead In a Market Expected to Reach $4.5B by 2028
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The LiDAR market is at crossroads The global LiDAR market for automotive is expected to grow from $332M in 2022 to $4,650M in 2028. It is essential to differentiate the two markets, […]
Global Semiconductor Players Prepare to Cash In the CHIPS and Invest to Secure Supply
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Yole Group and ATREG reflect today on the fortunes of the global semiconductor industry to date and discuss how the major players need to invest in order to secure their supply chain […]
Memory Pricing Set to Take Off in 2H 2023
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Yole Intelligence’s memory analyst, Mike Howard delivers today a snapshot on the memory pricing, with a special focus on DRAM. Mike invites you to dive deep into the memory market and get […]
Innovation Beyond Moore’s Law: Advanced Packaging Explores New Frontiers
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. ECTC explores integration, bonding technologies and new materials in search of advanced packaging for the AI age Advanced packaging is a linchpin for the semiconductor industry which is wrestling with integrating multiple […]
Advanced Semiconductor Packaging: A New Geopolitical Battleground
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Geopolitical tensions are making advanced semiconductor packaging increasingly crucial… OUTLINE The Advanced Packaging (AP) market, valued at US$44.3 billion in 2022, is expected to grow at a CAGR of 10.6% from 2022 […]
NVIDIA Sets the Pace for the AI Era
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Record breaking results announced by NVIDIA have fuelled speculation of an AI goldrush. Days later, the company introduced platforms for generative AI at Computex 2023. Yole Group and its entities, Yole SystemPlus […]
Automotive: Sensor Sprawl is On the Rise
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. As recently stressed by Yole Intelligence, part of Yole Group, the automotive semiconductor sensor market is expected to reach US$14 billion in 2028, with a 10% CAGR during 2022-28. By integrating a […]
Leveraging Optical Chip-to-chip Connectivity to Unleash the Complete Potential of AI
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Co-packaged optics (CPO) has gained attention recently due to its power efficiency in datacenters. While most leading proponents of CPO targeting networking applications have discontinued CPO programs due to macroeconomic headwinds, the […]
Accelerating Automotive Transformation: The Power of Semiconductor Sensors
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. At the core of electrification and ADAS lies the semiconductor technologies. OUTLINE The automotive semiconductor sensor market is expected to reach US$14 billion in 2028, with a 10% CAGR 22-28. Electrification and […]
Semiconductor Memory: China’s Ambition Shows No Signs of Slowing Down
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The semiconductor memory industry has long been a strategic priority for China’s economic development. Chinese companies purchase more than 30% of the NAND and DRAM products manufactured by global IDMs, while China’s […]
A Full Physical and Cost Analysis of Qualcomm’s Flagship Smartphone Processor, Including a Comparison with Its Predecessor, Reveals Qualcomm’s Newest Design
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Smartphone Application Procession Unit (APU) vendors earned $8.3B revenue in Q4-2022. Products like the Snapdragon 8 Generation 2 help Qualcomm maintain their leadership position in this APU market. This full reverse costing […]
Chiplets: Why Now?
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The idea of a multi-chip product has been around for some time, for the purposes of achieving a higher functioning system made up of smaller components. We have the mainframe CPU IBM […]
Velodyne’s H800 LiDAR: Noteworthy Progress in Integration Practices, Based on VCSEL and Laser Technologies
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Compact enough to be integrated into the cabin of a car – such as within the windshield – Velodyne’s Velarray H800 is the first lidar system that integrates two illumination modules for […]
Processors Lead the Way in the Field of Semiconductor Technology
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The CPU and GPU markets have been weakened due to a significant decline in consumer demand, while AI innovation and chiplet integration continue to make strides forward. The CPU, GPU, and APU […]
Wafer Fab Equipment: Facing Uncertain Times All Along the Semiconductor Supply Chain?
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Despite slumping in 2023, wafer fab equipment revenue will stabilize and recover, announces Yole Intelligence. OUTLINE The total market is worth US$87 billion in 2023 and is expected to reach US$107 billion […]
What Drives the Automotive Radar Industry?
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Forecast to reach US$13.6 billion in 2028, the automotive radar market is pushed by new safety regulations and imaging radar innovations. OUTLINE The automotive radar market is expected to be worth US$13.6 […]
3D Sensing Market Set to More than Double Revenue by 2028, Reaching $17.2B
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. 13% growth in 3D sensing from intensified technological developments, countering the slowing mobile market. The 3D imaging and sensing market generated $8.2B in revenue in 2022. 409 million units were shipped, the […]
Alps Alpine to Shake Up the Camera Module Actuator Market with SMA Technology Mass Production
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. In January 2023, Alps Alpine, a leading manufacturer of voice-coil motor (VCM) systems for camera modules, has announced the mass production of a shape-memory alloy (SMA) actuator for CMOS image sensor (CIS) […]
SWIR Imaging: A Race for a US$2B Dollar Reward
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. A SWIR imaging disruption could happen in the coming years, but the ecosystem waits for more game changing players. OUTLINE The SWIR market is expected to be US$2.9 billion in 2028. The […]
A SWIR Imaging Platform for Automotive and Beyond
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. SWIR imaging has been used for years in niche applications in the defense and industrial markets. For the last few years, SWIR has gained interest from the mass markets (consumer and automotive). […]
The Computing and AI Race Rages In the Automotive Sector
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. OUTLINE The two main automotive segments are expected to grow in the next five years: ADAS/AD applications are expected to grow with a CAGR 22-28 of 18%, to reach US$8.7 billion in […]
The poLight TLens Piezoelectric MEMS Autofocus Module is In the Magic Leap 2
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. poLight’s TLens piezoelectric MEMS autofocus module is in the Magic Leap 2. This has been confirmed by the latest reverse engineering & costing analyses developed by Yole SystemPlus’ laboratory. The 13 MP […]
Mobileye, Tesla, Renesas, Xilinx…An Overview of ADAS Vision SoCs
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. ADAS SoC: a new way to drive safety and assistance performance Mobileye is still the leader in ADAS/AD processor market share, with around 52% of the revenue in 2022. Central processors are […]
iPhone Technologies: The Chronicles
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. In 2022, Apple sold around 230 million iPhones, representing about 19% of all smartphone shipments worldwide. Each iPhone launch causes huge excitement as the consumer world wonders if and how the leading […]
Smart Watches, Hearables and Smart Glasses: Spotlight On Sensors and Actuators for the Wearables Market
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. OUTLINE The total sensors and actuators for wearables market will reach about US$5.7 billion in 2028 with a CAGR22-28 of ~8%. On the technology side, sensor and module makers are trying to […]
Long-wavelength VCSEL for Consumer Applications
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. The VCSEL market for consumer applications took off in 2017 with the introduction of the 3D facial recognition feature in smartphones. Since that time, the consumer market for VCSELs has kept growing […]
DRAM Modules and DIMM Chipsets, Both Boosted by DDR5 Technology
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. Despite a grim short-term outlook, the DRAM module market will reach about US$96 billion in 2028. OUTLINE The total DRAM module market will reach about US$96.3 billion in 2028, with a 16% […]
Photonis Acquires Xenics to Open a Field of Possibilities
This market research report was originally published at the Yole Group’s website. It is reprinted here with the permission of the Yole Group. In December 2022, Photonis, the French supplier of light intensification systems for defense applications, signed an agreement to acquire Xenics, the Belgian infrared camera manufacturer. With this acquisition, Photonis will diversify its […]
Free Webinar Explores the Opportunities for Short-wave Infrared Imaging
On March 2, 2023 at 9 am PT (noon ET), Axel Clouet, Ph.D., technology and market analyst at the Yole Group, will present the free hour webinar “Short-wave Infrared: The Dawn of a New Imaging Age?,” organized by the Edge AI and Vision Alliance. Here’s the description, from the event registration page: “Short wave” refers […]
CMOS Image Sensor Snapshot: Not All Doom and Gloom, the Good News is Also Stacking Up
This market research report was originally published at Yole Group’s website. It is reprinted here with the permission of Yole Group. In the CMOS Image Sensor Monitor Q4 2022,Yole Intelligence, part of Yole Group, announces it expects the CMOS Image Sensors (CIS) industry to show a slight revenue decrease of -0.7% YoY in 2022, with […]
Where Does Radar Sit In the ADAS Architecture Centralization?
This market research report was originally published at Yole Group’s website. It is reprinted here with the permission of Yole Group. The road to autonomy requires more performant sensors and a more centralized architecture “The path through car autonomy is certainly ongoing, with the regular addition of new functions for car autonomy. It started in […]
Edge-emitting Laser: Blinded By the Lights
This market research report was originally published at Yole Group’s website. It is reprinted here with the permission of Yole Group. EEL: A $7.4 billion market opportunity in 2027 to create integrated photonics. OUTLINE The EEL market will be worth about US$7.4 billion in 2027. Understanding application requirements and evaluating laser parameters are necessary to […]
Thermal Imaging: The Chinese Advantage
This market research report was originally published at Yole Group’s website. It is reprinted here with the permission of Yole Group. After a blip in the market due to the COVID-19 pandemic, the market is now back to normal and will be driven by traditional applications to a value of $9.2 billion in 2027. OUTLINE […]
Memory For Automotive: A Fast-growing and Robust Market
This market research report was originally published at Yole Group’s website. It is reprinted here with the permission of Yole Group. Driven by electrification, smart cockpit and ADAS, automotive is the fastest-growing memory market segment, with a 20% CAGR between 2021 and 2027. OUTLINE In terms of revenue, at US$4.3 billion in 2021 and ~20% […]
The Automotive Semiconductor Industry: Facing Disruptive Transitions and a New Deal
This market research report was originally published at Yole Group’s website. It is reprinted here with the permission of Yole Group. Automotive semiconductor growth is inevitable and leads to new technologies. OUTLINE The market for semiconductor chips is expected to reach more than US$80 billion in 2027. Electrification and ADAS are the main drivers for […]
X-ray Imaging: Computed Tomography is the Name of the Game
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Driven by economic growth in China and India, the X-ray detector market will be restructured around computed tomography. OUTLINE The X-ray detector market is expected to reach US$2.5 billion in 2027. China is currently […]
Camera Module Industry: The Whole Supply Chain Benefits From the Momentum
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. From imaging to sensing, Compact Camera Module revenue will exceed $60 billion by 2027. OUTLINE The CCM market is expected to reach about US$60.2 billion in 2027. CCM is driven by innovations in mobile […]
SWIR Technologies Penetrate the Consumer Market
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Widely used in optical telecommunication, Short-Wave Infra-Red light (SWIR) sources are key to the development of the imaging market. OUTLINE The SWIR light source market should grow from 182 Munits in 2021 to 394 […]
A Perfect Storm Slams the Memory Markets
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Early in 2022, the near-term prospects for the memory markets, including both DRAM and NAND, were decidedly bright, despite the backdrop of tenuous geopolitical dynamics with the conflict in Ukraine and worsening China/US relations. […]
Biometrics: A Third Wave to Shake the Consumer Industry
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Consumer biometrics is boosted by SWIR under-display face recognition and optical TFT for full-screen fingerprint sensing. OUTLINE The consumer biometric market is expected to reach US$11 billion in 2027. The future of the biometric […]
Driving the Next Wave of Biometric Security with New Behind-display Face Authentication Technology
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. CMOS Image Sensor technology has been developed to serve more sensing applications in the near-infrared region, bringing a transition from imaging to sensing for new 3D functionalities. According to Yole Intelligence’s latest report, 3D […]
Myriad Players Want a Slice of the Computing and AI Market
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Data center processor diversification is ongoing with AI co-processing & DPU acceleration. OUTLINE The processor market for data center servers is expected to reach US$106 billion in 2027. The cloud computing segment is growing […]
An Analysis of Consumer MEMS Microphones
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Yole SystemPlus analyzes and compares the technology choices made by Knowles, Goermicro, Omron, MEMSensing, Zilltek, Novosense, BSE, TDK-Invensense, and Hosiden. OUTLINE The consumer MEMS microphone market is expected to reach almost US$2.3 billion in […]
Imaging Radar, a Leap Forward for Driving Automation
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. The automotive radar market remains highly dynamic, with an expected 14% CAGR at both the system and silicon levels, accounces Yole Intelligence in its Radar for Automotive report (2022 edition). This evolution is driven […]
Microcontrollers, an Industry Guided by the Automotive Companies
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. The spike in electronics purchases during the pandemic and global inflation is causing a dip in the MCU market for 2022, creating overages at OEMs. OUTLINE The MCU industry is expected to reach about […]
VCSEL Industry: A US$3.9 Billion Market Driven By Consumer and Datacom Applications
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Under-display use and wavelength, changes to drive the VCSEL market. By 2022, the VCSEL market has almost doubled compared to 2018, reaching US$840 million. Starting in 2023, datacom could regain its supremacy and dominate […]
CMOS Image Sensor Industry: Sony Has Ambitions to Reclaim Its Market Share
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. With a new wave of capacity investment, CIS industry revenue will exceed $30 billion in 2027, with a 6.7% CAGR between 2021 and 2027. OUTLINE: The CIS industry is expected to reach US$31.4 billion […]
2021 was an Exceptional Year for MEMS Companies. What is Next?
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. With an unprecedented growth period, MEMS sensors and actuators have become part of everyday life and are found in a variety of systems. OUTLINE: The MEMS industry is expected to exceed the $22 billion […]
First and Second Generation Valeo Scala LiDARs: the Technology Gap Revealed
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Four years after Valeo’s first-generation LiDAR was implemented in a commercialized car, the French company announced last December that its second-generation LiDAR will equip the new Mercedes-Benz S-Class, reaching level 3 of autonomous driving. […]
China is Leading the Automotive LiDAR Market
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. With the strong push by Chinese players eager to integrate innovative LiDAR technologies, the LiDAR automotive industry will reach US$2 billion in 2027. OUTLINE The LiDAR market for automotive and industrial applications is expected […]
Security Imaging Industry: Delivering State-of-the-art Performance Products
Courtesy of OMNIVISION, 2022 This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Security has become the largest CMOS image sensor market segment after mobile and computing devices. From 2021 to 2027, according to Yole Intelligence’s latest report, Imaging for Security 2022, revenue […]
“From ADAS to AD, Processor and Car Architecture Evolution,” a Presentation from Yole Développement
Tom Hackenberg, Principal Analyst for Computing and Software in the Semiconductor, Memory and Computing Division, and Adrien Sanchez, Technology and Market Analyst for Computing and Software, both of Yole Développement, present the “From ADAS to AD, Processor and Car Architecture Evolution” tutorial at the May 2022 Embedded Vision Summit. Few markets are as impactful to […]
InfiRay, Teledyne FLIR, Seek Thermal: The Ultimate Thermal Camera Comparison
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. In its latest report, PISÉO compares the architecture, sensor performance, image processing, and tone mapping functions of four thermal cameras based on independent measurements and analysis. OUTLINE The market for infra-red thermal imaging cameras […]
Apple’s Success Encourages the Mobile 3D Sensing Market in Android Phones
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. 3D sensing will be worth US$16.7 billion in 2027. But, will the metaverse be the killer app that drives Android adoption? OUTLINE The global 3D imaging and sensing market is expected to reach US$16.7 […]
Apple Invites Us to Dream…
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. The devices that handle most of the computing needs of today’s consumers are either smartphones, tablets, or personal computers (PC). In terms of shipped quantity, smartphones take the lion’s share, with more than three […]
The Thermal Camera Marketplace: Chinese Players Take the Stage
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. In its latest report, PISEO evaluates InfiRay’s Micro III camera and provides a detailed performance analysis of China’s leading manufacturer’s thermal imaging device OUTLINE: The thermal camera market will be about US$8,761 million in […]
An Acceleration of Mergers and Acquisitions: What Lies Ahead for High-end Inertial Sensors?
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. As Yole Développement (Yole) prepares to launch its 2022 report on high-end inertial sensors for defense, aerospace and industrial applications (See here the 2020 edition), the unexpected industry merger between ECA Group and iXblue […]
Spotlight on DRAM
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Global challenges and technical hurdles are merely speed bumps for the charging DRAM business. Despite the pandemic and trade-war tensions, the DRAM market has grown throughout the years 2020 (revenue up 7%) and 2021 […]
Computing and AI for Automotive: A Crowded Room of Players
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Processing for ADAS and infotainment will expand threefold in the next five years… OUTLINE: Computing revenue for the ADAS and infotainment processor market segments is increasing quickly, with a 19% CAGR expected between 2021 […]
NAND and DRAM are Poised to Hit New Revenue Records
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Despite global challenges, the memory market will grow to over $260 billion in 2027. OUTLINE: The DRAM and NAND market revenues are expected to reach US$158.5 billion and US$96 billion in 2027, respectively. New […]
Radar for Automotive: New Market Dynamic for New Players’ Positioning
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Imaging radar drives the next growth wave and will reach US$4.3 billion by 2027, equating to 30% of the total radar market. OUTLINE: Safety regulations and novel driving automation features are driving the radar […]
Apple’s M1 Pro and M1 Max: SoC Solutions Reshuffle the Cards
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. System Plus Consulting announces a complete analysis of the Apple-developed 10-core CPU plus 16-core GPU processor for notebooks and the Apple-developed 10-core CPU plus 32-core GPU processor for the MacBook Pro. OUTLINE: Apple M1 […]
The Processor Industry Searches for Growth
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. OUTLINE: 7 companies generate more than 90% of the overall designer revenue. The use of chiplets or other multi-chip schemes is increasing in CPUs. 2021 saw new records in foundry services revenue. Lyon, France, […]
Intel Looks for Growth
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. The current semiconductor growth trend does not resemble those that came before. Taking stock of the past cycles, at Yole Développement (Yole) we see a common theme: a certain application finds its place in […]
Will 3D Depth Cameras Return to Android Phones?
Photo – Courtesy of Gagadget website This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. For a while, no Android player included 3D depth cameras in their flagship phones. However, during Mobile World Congress 2022, Honor unexpectedly released the Magic 4 Pro with […]
The Automotive Industry: A Massive AI-powered Transformation is Ongoing
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. ADAS to AD sensor & computing market is showing a 12.1% CAGR between 2021 and 2027. Yole Développement (Yole) announces a US$25 billion market at the end of the period. Lyon, France, March 23d […]
How China’s Stranglehold Could Impact the Imaging for Security Market
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Set to demand US$3.6 billion worth of CIS in 2027, dominated by Chinese camera players and with edge computing emerging, security imaging is changing drastically. OUTLINE: CIS revenue for security applications is growing rapidly, […]
MCU Prices to Remain Higher for Several Years – Microcontroller (MCU) Quarterly Market Monitor
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. In the microcontroller market (like many semiconductors), prices drop and new products with more features replace the old products to bolster the average selling price, but typically the highly competitive landscape has favored decreasing […]
The MCU Industry: Amidst a Supply Chain Disruption, Growth is Expected to Rebound
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Consumer electronics & personal data processing MCUs are serviced by mature process nodes that are cost-effective, reliable, and inexpensive. Suppliers have a broad portfolio and large quantities of cost-effective and basic MCUs. OUTLINE: The […]
SWIR Imagers: STMicroelectronics and Sony Could Disrupt the Technological Landscape
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. The short wave infrared (SWIR) imaging industry will drastically change. Yole Développement’s analysts highlight the rise of under-display 3D sensing applications in smartphones. But not only… OUTLINE: Machine vision segment will grow fast reaching […]
Radar Companies are Reinforcing their Offerings for the Automotive Industry. What are their Technology Strategies?
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. OUTLINE: Market forcasts: The automotive radar market will grow 19% annually to reach US$10.4 billion by 2025. Automotive radar market growth has been impressive in the last decade and will continue till 2025 with […]
Ultra-premium Flagship Smartphone Cameras: Is Bigger Really Better?
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Yole Développement (Yole), DXOMARK, and System Plus Consulting combine their expertise to analyze the performance of the latest ultra-premium flagship smartphones in a new dedicated report. OUTLINE: Hardware & chipset Great photos and videos: […]
The Thermal Imaging and Sensing Market: After the COVID-19 Pandemic, What are the Next Steps?
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. After the boom in thermal cameras used for fever detection in 2020, Yole Développement analyzes the evolution of this industry and identifies the next steps, especially the role of the Chinese companies. OUTLINE: Thermal […]
MEMS IMUs: From Technological Choices to Design Wins with Big OEMs
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. OUTLINE: Market forecasts: The consumer IMU market is expected to reach US$838 million in 2026. According to Yole Développement (Yole), the CAGR between 2019 and 2026 will be 5%. Based on System Plus Consulting’s […]
The Audio Industry is Evolving at the Speed of Sound
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Functionalities like Active noise cancellation, 3D audio, and beamforming are expanding the audio market. OUTLINE: Market evolution and figures: The audio industry is entering a new phase, with new technologies, more software and more […]
Camera Module Industry: Resilience and Innovations as Key Strengths
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. “Many cameras” approach in mobile phones and automotive continues to drive the industry forward. OUTLINE: Market figures: The COVID-19 pandemic combined with US-China trade tensions have marginally affected the continued growth in 2020. The […]
AI is Now Spreading in Our Everyday Products
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. AI features are becoming standard in consumer applications. Yole announces a US$ 5.6 billion market by 2026. OUTLINE: Market forecasts: Processor market is showing a 7.6% CAGR between 2020 and 2026, driven by dynamic […]
Free Webinar Explores AI Opportunities for Neuromorphic Sensing and Computing
On November 16, 2021 at 9 am PT (noon ET), Pierre Cambou, Principal Analyst in the Photonics and Sensing Division, and Adrien Sanchez, Technology and Market Analyst for Computing and Software in the Semiconductor, Memory and Computing division , both of Yole Développement, will present the free hour webinar “Neuromorphic Sensing and Computing: Compelling Options […]
“The Transformation from Imaging to Sensing: Driving a Market Revolution,” a Presentation from Yole Développement
Pierre Cambou, Principal Analyst at Yole Développement, presents the “Transformation from Imaging to Sensing: Driving a Market Revolution” tutorial at the May 2021 Embedded Vision Summit. Over the past 20 years, digital imaging has grown to become a huge industry with a focus on producing images for human consumption. More recently, the emphasis has begun […]
The Car Market Brings a New Opportunity for Semiconductor Companies
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. The automotive sector is undergoing radical changes, both industrially and technologically. The covid-19 pandemic has accelerated this transition, which has already started with the switch to all-electric vehicles. Indeed, covid-19 is now one of […]
Automotive Semiconductor Industry: The Winds of Change
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. The automotive industry faces new industrial and technological challenges while undergoing dramatic changes in its value chain. OUTLINE Market forecasts: In 2035, C.A.S.E. will be a US$318 billion market. Semiconductor’s value (chip level) in […]
With More Than US$5 Billion in 2026, the InP Bare Die Market is Offering Opportunities and Profits
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Yole Développement (Yole) identifies new applications in a dynamic market bringing growth and opportunities for lots of companies… OUTLINE: Market forecasts by applications: Growth in datacom & telecom applications will drive the InP market […]
LiDAR Adoption: Technology Choices and Supply Chain Management are the Key Enablers
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. ADAS and robotic vehicles will drive the LiDAR market from US$1.8 billion in 2020 to US$5.7 billion in 2026. OUTLINE: Market forecasts: During several years, Audi was the only OEM integrating LiDAR, but things […]
CMOS Image Sensor Industry: Huawei Ban Reorders the Player Growth Ranking
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. The CMOS Image Sensor industry maintained significant 7.3% YoY growth in 2020, reaching $20.7B. OUTLINE: Market forecasts: Yole Développement (Yole) forecasts the CIS market, to reach US$31.5 billion by 2026. The CIS industry represents […]
The VCSEL Industry: Towards a Complete Metamorphosis?
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. The VCSEL market is seeing huge technology changes and new equilibrium for industrial suppliers. OUTLINE: Market forecasts : The global VCSEL market is expected to reach US$2.4 billion in 2026 at a 13.6% CAGR […]
A Brave New MEMS World: A $18.2B Market by 2026
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. The MEMS market will grow due to new opportunities in audio for microphones, microspeakers and inertial MEMS, AR/VR for optical MEMS, and other emerging applications. OUTLINE: Market forecasts and trends: The MEMS market is […]
Gas and Particle Sensors: A $2.2B Market in 2026
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Vehicles still use most gas sensors. Moreover, the consumer market is accelerating the digitalization of smell. OUTLINE: Market forecasts : The gas sensor market is gaining momentum, forecasted to reach US$1.8 billion revenues in […]
CMOS Image Sensors: Towards a Record Market Value in 2021
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Q2 2021 Technical Dynamics: Huawei ban, COVID-19 pandemic and semiconductor shortage have strongly impacted the CIS industry. 2020 saw CIS revenues reach US$20.7 billion with an annual growth of 7.3%. Expectation for 2021 is […]
COVID-19 and the Huawei Ban are Winds of Change For the CMOS Image Sensor Industry
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Yole Développement’s (Yole) expectation for 2021 is for the CIS industry to experience slower growth at 3.2% YoY, nevertheless reaching a record market value of $21.4B. This figure considers the reduction in Huawei’s CIS […]
3D Imaging and Sensing: STMicroelectronics and Lumentum Benefit the Most in Apple’s Supply Chain. Who’s Next?
Can Apple’s use of direct Time-of-Flight sensors in the iPhone 12 Pro accelerate? Can it consolidate the use of ToF 3D sensing technology? OUTLINE: Market forecasts : The global 3D imaging and sensing market is expected to grow to US$15.0 billion in 2026, with a 14.5% CAGR 2020-2026. The mobile & consumer is the main […]
Neuromorphic for AI Computing and Sensing: Disruptive Technologies are Here!
Industrial, consumer and automotive are driving the adoption of neuromorphic with first products. OUTLINE: Market forecasts: The neuromorphic sensing market will reach up to US$5 billion by 2030, with a 116% CAGR between 2025 and 2030. The neuromorphic computing market will reach US$2 billion in 2030, with a CAGR2025-2030 of 88%. The three main segments […]
The Upcoming Consumer Autonomous Vehicles (AV) Market is More Than a Bold Shift
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. So far, ADAS has given birth to Level 2+ and Level 2++ vehicles. Those are the high-end Teslas, Volvos, and Toyotas, and we could also mention the Mercedes, BMWs, and Land Rovers of this […]
Robotic Industry: +$7.4B to the Industrial Sensor Market
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. OUTLINE: Market forecasts: Sensors for goods transportation will reach a US$1.3 billion market in 2026. Yole announces significant market uptake until the end of the decade reaching US$7.4 billion in 2031. Sensors for robotic […]
With a Next-Generation Architecture, Arm is Building for the Next Decade of Processing
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Arm, the architecture IP that dominates chip unit volume across the computing spectrum, recently announced the introduction of Arm v9 architecture. Arm v9 “is the first new Arm architecture in a decade, building on […]
Sensors for Robotic Mobility
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. The one million robotic vehicle milestone will be reached by end of the decade: The industrial phase has been launched. WHAT’S NEW Mobility market analysis Updated forecast 2020/2032 Analysis per player Computing vs sensing […]
Neuromorphic Processing Set to Propel Growth in AI
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Deep neural networks are playing an increasingly important role in machine vision applications. An article written by Adrien Sanchez, Technology and Market Analyst within the Computing & Software division at Yole Développement (Yole), for […]
Processor Market: CPUs, GPUs and APUs Hold the Keys
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. MARKET DYNAMICS: Key figures: The APU market should generate US$44 billion of revenue for designers in 2021. Revenue for CPUs are expected to grow to US$70 billion in 2021. GPUs continue to grow, with […]
Ultrasound: More Than a Choice, a Strategic Positioning for Players
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. OUTLINE: Market forecasts: The ultrasound sensing module market is expected to reach US$6.2 billion in 2025. Yole Développement (Yole) announces a 5.1% CAGR between 2019 and 2025. Technology trends: Bulk sensors (PZT, quartz, …) […]
The Processor Market: Tumultuous 2020 Leads to an Interesting 2021
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Even setting aside the roller-coaster of COVID-19, 2020 brought changes to the traditional processor landscape, announces Yole Développement (Yole), in its Processor Quarterly Market Monitor, Q1 2021. Apple’s successful implementation of in-house processor designs […]
CEA-Leti’s Involvement in the CMOS Image Sensor Ecosystem – An Interview by Yole Développement
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Four months ago, Yole Développement (Yole) released our Status of CMOS Image Sensor Industry 2020 report, in which we stated that the CIS industry overheated in 2019, reaching a total value of $19.3B. We […]
Apple’s Novel Sensor-shift OIS In the iPhone 12 Pro Max Camera
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement and its subsidiary, System Plus Consulting. Today’s top tier smartphone cameras use a variety of techniques to produce consistently high-quality images under non-ideal conditions. One such technique is optical image stabilization (OIS), where the […]
“Market Trends in Automotive Perception: From Insect-Like to Human-Like Intelligence,” a Presentation from Yole Développement
Pierre Cambou, Principal Analyst at Yole Développement, presents the “Market Trends in Automotive Perception: From Insect-Like to Human-Like Intelligence” tutorial at the September 2020 Embedded Vision Summit. Today there are two paths towards autonomous vehicles. Mass-market automobiles continue to add more sensors and more compute power to enable increasingly sophisticated ADAS functionality. Separately, developers of […]
Automotive Displays, Lighting, and Sensing: A Market Expected to Reach Almost US$23 Billion in 2025
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. For several years now, the CASE acronym has been driving the automotive industry. It refers to: “Connected” cars, “Autonomous/Automated” driving, “Shared” and “Electric”. Along these four axes of development, it seems that two are […]
The Rise and Fall of the ADAS Promise Now Disrupted by AVs
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Advanced driver assistance systems (ADAS) have been developed for more than ten years now, in pursuit of increased safety in the world of automobiles. Combining a set of sensors, mostly radars and cameras combined […]
CES 2021 – The More than Moore Pivot from Intel Mobileye
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Yole Développement (Yole) has been monitoring the trajectories of Advanced Driver Assist (ADAS) and Autonomous Vehicle (AV) players for many years and has recently published Sensing and computing for ADAS 2020 and Sensors for […]
Machine Vision, a Growing Market Driven by Industrial and Automation Applications
OUTLINE: Market forecasts: The global industrial and automation camera market expands to US$5.5 billion in 2026, at 7.4% CAGR. Yole’s forecast is for 5.0 million units MV cameras in 2026. Yole’s forecast is for about 26.9 million units ADC camera modules in 2026. Technology trends: CIS is now dominating the industrial vision market, with 86% […]
Server Computing: A Data-intensive Market Propelled by AI
OUTLINE: Market forecasts: Yole Développement (Yole) expects the server computing market to reach US$33 billion in 2025. AI and HPC dedicated products combined will reach 29Munits and US$8 billion in 2025. Configurable SoC dedicated to AI inference will be more used following AI’s hype. The CPU revenue will reach US$21 billion in 2025, driven by […]
Teledyne and FLIR: What the Surprise Acquisition Means for Industry
Few would argue that the acquisition of FLIR by Teledyne on January 4th came as something of a shock. Each company has a rich history of aggressive growth by acquisition, with FLIR having added US-based Altavian, a manufacturer of small unmanned aerial systems, to its portfolio of buys, as recently as December 2020. But while […]
Interior Lighting: From Functional to Dynamic Lighting – An Interview with OSRAM OS
Interior lighting is gaining increasing importance as not only ambient lighting systems providing comfort, but also as supporting and functional systems linked with ADAS. According to Yole Développement’s latest report Automotive Interior – From Lighting, Sensing to Display Technologies 2020, the interior lighting market is expected to grow from $3.1B in 2020 to $4.6B in […]
Ultrasound: a New Era of Prosperity for CMUT and PMUT
OUTLINE: Market figures and trends: The ultrasound sensing module market is expected to reach US$6.2 billion in 2025 with a 5.1% CAGR between 2019 and 2025. Ultrasound sensing market could be divided in different applications in which technologies and frequencies, as well as main drivers could highlight the technology of choice. ADAS applications are the […]
Automotive Interior: Please Take a Seat In a High-tech Living Room…
OUTLINE: C.A.S.E paradigm: connectivity, autonomy and sharing megatrends are changing car interiors. And behind, sensing, lighting and displays are playing a key role. Market figures and trends: As a key segment for electronics and semiconductor industry, the automotive interior market will reach more than US$22 billion by 2025. The in-cabin sensing market is showing one […]
Thermal Imager Industry: The Chinese Triumph
OUTLINE: Market figures & trends: 2020 has been exceptional for thermal imaging and sensing technologies. The thermal imaging market will reach around US $7.5 billion market value by 2025, at an 8% CAGR from 2019 to 2025. The thermal detector market will jump in 2020 by 23% in value to reach US$362 million. Smart building […]
T3S Thermal Camera from IRAY Technology: a Good Value-for-Money Product, but…
OUTLINE: T3S thermal camera from IRAY – Details: Pixel resolution: 384×288 – Pixel pitch: 17µm – Thermal resolution: <60mK – Temperature measurement accuracy: +/-3% Those specifications have been tested in Piséo’s report. Evaluation from Piséo: Good value-for-money product but it requires some improvements. Good image quality provided thanks to a very good bolometric sensor. IRAY’s […]
VCSEL Market Dominated by Consumer 3D Sensing but Other Applications Could Emerge – An Interview with Vixar
The VCSEL industry has witnessed strong growth in the past few years, since the emergence of 3D sensing in smartphones. According to Yole Développement’s latest report “VCSELs – Market and Technology Trends 2020“, the VCSEL market for mobile and consumer applications is expected to grow from $844M in 2020 to $2.1B in 2025, representing a […]
CIS Represents 5.1% of Global Semiconductor Sales in 2021. What is Next?
OUTLINE: Market figures & trends: Yole Développement (Yole) envisions a growing future for the CIS industry at 5.7% CAGR. This growth is showing tighter links to the growth of semiconductor in general. Mobile keeps the most important role for CIS. In parallel, security and automotive have emerged. The impact of the Huawei ban has been […]
Free Webinar Explores Sensor Fusion for Autonomous Vehicles
On December 15, 2020 at 9 am PT (noon ET), Pierrick Boulay, Market and Technology Analyst at Yole Développement, will present the free hour webinar “Sensor Fusion for Autonomous Vehicles,” organized by the Edge AI and Vision Alliance. Here’s the description, from the event registration page: Advanced Driving Assistance Systems (ADAS) are based on a […]
Radar Technologies: Consumer, the Latest Field for Market Expansion
OUTLINES: Radar industry: Yole Développement (Yole) forecasts significant growth for an already large market: +5% CAGR between 2019 and 2025. Special focus: the consumer market segment Consumer is becoming an attractive segment and will show a 56% CAGR during the same period. COVID-19 pandemic will delay the product launch which is not significant relative to […]
The VCSEL Industry is Facing a Strong Transformation at All Levels. Could Apple Change the Game?
OUTLINE: The worldwide VCSEL market is showing 18.3% CAGR between 2020 and 2025 to reach US$ 2.7 billion at the end of the period. While 3D applications for mobile and consumer is still booming, automotive, medical and AR&VR applications are emerging. Mobile 3D sensing will represent around 75% of overall VCSEL revenues in 2020. 3D […]
In All Surveillance Applications, the Future is AI
OUTLINES: Market status: The total 2019 surveillance camera market exceeded US$20 billion. Effects of the trade war and the coronavirus were minimal. China: the surveillance camera market is exploding. The processing market is very fragmented with many different players, particularly in China, and it will remain stable. Regarding the computing market, a Sino-American duel has […]
LiDAR is Facing Headwinds: Is Diversification the Solution?
OUTLINES: LiDAR industry: Yole Développement (Yole) announces increasing volumes but decreasing unit prices. Market trends: The overall 2025 LiDAR market should reach US$3.8 billion, with a 19% CAGR between 2020 and 2025. The automotive segment is expected to be the main driver for LiDAR technologies in the next five years. The industrial market will show […]
Camera Modules Industry: After Proliferation, Yole Announces a Diversification
OUTLINES: The overall revenue of the global camera module market is growing from US$31.3 billion in 2019 to US$57 billion in 2025, at 10.5% CAGR during this period. This industry is growing at a pace of 8.2% in volume and 10.5% in revenue. The automotive market segment reached about US$4 billion in 2019 against US$25,6 […]
Medical Imaging: Semiconductor Technology is a Key Enabler for Truly Dedicated Solutions
OUTLINES: The detector market for medical imaging equipment is forecast to grow to US$6.6 billion in 2025 with a 7,3% CAGR between 2019 and 2025. Molecular imaging, MRI and CT-scans are racing for performance, high image quality and multimodality. On the other hand, ultrasound, endoscopy and OCT are targeting accessibility and affordability with point of […]
Free Briefing Covers Latest Developments In the CMOS Image Sensor Market
On July 9, 2020 at 5 pm Central Europe Time (8 am PT, 11 am ET), Pierre Cambou, Imaging Principal Analyst at Yole Développement, will present the free half-hour live market briefing “The CMOS Image Sensor Market Stands Firm During the Pandemic.” Here’s the description, from the event page: At the end of 2019, the […]
AI Computing for Automotive: The Battle for Autonomy
This market research report was originally published at Yole Développement’s website, and is extracted from the “Artificial Intelligence Computing for Automotive 2020 Report.” It is reprinted here with the permission of Yole Développement. OUTLINES: Who are the winners and losers in the race for autonomy? The marriage of AI and computing is at the heart […]
ADAS, a Rebirth For the Automotive Industry
This market research report was originally published at Yole Développement’s website, and is extracted from “Sensing and Computing for ADAS Vehicle 2020 Report.” It is reprinted here with the permission of Yole Développement. Outlines: Better sensor performance to enable automated driving. A sensor market worth US$22.4 billion in 2025, led by radars. Greater ADAS functionality […]
With the Apple iPad LiDAR Chip, Sony Landed On the Moon Without Us Knowing
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. Yole Développement has recently published its reports, “Status of the CIS industry 2019” and “3D Imaging & Sensing 2020” and maintains a continuous analysis of the chain of events in this prolific domain. System […]
OmniVision’s OVM6948 CameraCubeChip
This market research report was originally published at Yole Développement’s website. It is reprinted here with the permission of Yole Développement. The smallest camera in the world for endoscopes is based on a fully wafer bonded technology, with CIS, packaging and optic on the same wafer. Reverse costing with: Analysis of the camera module structure, […]
Automotive Lighting: From “Vision” to “Driving Assistance”
Outlines: Automotive lighting market is expected to reach US$38.8 billion by 2024, with 4,9% CAGR between 2018 and 2024. Evolution of lighting technologies enables new functionalities. ADAS vehicles: sensors integration is becoming mandatory. LiDAR integration: OEM s have several requirements at different levels. “Autonomous vehicle technologies have a direct impact on traditional vehicles market and […]
Sensors Are At the Heart Of the Robotic Mobility Disruption
OUTLINES: A new generation of robotic vehicle is bringing MaaS to the masses. High end sensor technology and raw computing power is at the center of this ongoing market disruption. Sensors for robotic vehicles will become industries of their own: 51% CAGR expected for the next 15 years. “Disruption is coming to our streets and […]
Application Processor Unit (APU) Quarterly Market Monitor
Application processor: All-in-one solution for the computing challenges of the next decade MARKET DYNAMICS: 2019 APU market closed with total revenue of $31B. Seasonally weak Q1-20 expected to remain above $7B even as COVID-19 stresses the supply chain. Cost & ASP declines at ~20% per year through 2021; slowing to ~10% per year for 2022+. […]
“Market Analysis on SoCs for Imaging, Vision and Deep Learning in Automotive and Mobile Markets,” a Presentation from Yole Développement
John Lorenz, Market and Technology Analyst for Computing and Software at Yole Développement, delivers the presentation “Market Analysis on SoCs for Imaging, Vision and Deep Learning in Automotive and Mobile Markets” at the Edge AI and Vision Alliance’s March 2020 Vision Industry and Technology Forum. Lorenz presents Yole Développement’s latest analysis on the evolution of […]
Free Webinar Explores Mobile 3D Sensing Trends and Opportunities
Wed, Feb 19, 2020 8:00 AM – 9:00 AM Pacific Time On February 19, 2020 at 8 am PT (11 am ET), Yole Développement Principal Analyst Pierre Cambou will present a free one-hour webinar, “3D Imaging and Sensing: From Enhanced Photography to an Enabling Technology for AR and VR,” organized by the Edge AI and […]
“2D and 3D Sensing: Markets, Applications, and Technologies,” a Presentation from Yole Développement
Guillaume Girardin, Photonics, Sensing and Display Division Director at Yole Développement, delivers the presentation “2D and 3D Sensing: Markets, Applications, and Technologies” at the Embedded Vision Alliance’s September 2019 Vision Industry and Technology Forum. Girardin details the optical depth sensor market and application trends.
“From 2D to 3D: How Depth Sensing Will Shape the Future of Vision,” a Presentation from Yole Développement
Guillaume Girardin, Division Director for photonics, sensing and displays at Yole Développement, presents the “From 2D to 3D: How Depth Sensing Will Shape the Future of Vision” tutorial at the May 2018 Embedded Vision Summit. For several decades, 3D imaging and sensing technologies have matured, thanks to extensive, successful deployments in high-end applications, mainly in […]
