Yole Group

📈 PR LiDAR Comparison - 2023 milestone: over 760,000 LiDAR systems in passenger cars. Which technology leads the market? 💡 RoboSense, Hesai Technology, Seyond, and Valeo are leading the #LiDAR market for #automotive. Yole Group offers an in-depth analysis of the LiDAR #technologies developed by these key players to better understand their technological approaches... Benjamin Gergaud Pussat explains: With the top 4 companies identified, we have today a comprehensive overview of the leading LiDAR technologies. Hesai and Valeo focus on 1D scanning technology, Seyond has developed a 2D #scanning LiDAR, and RoboSense offers a system based on 2D #MEMS technology... Each company’s technology selection brings different technical considerations, including system size and weight, component choices, materials, and design. However, all these devices operate on the same #TimeofFlight (#ToF) principle. Read Yole Group's press release on https://lnkd.in/e9Kr5-DY

🎬 ChipChat with Yole Group - Discover valuable insights into the evolving #microcontroller (MCU) industry with Thomas Hackenberg! 🙌 💡 The pandemic triggered significant disruptions, including #supplychain issues, #foundrycapacity shortages, and stockpiling, causing MCU average selling prices (#ASP) to surge from approximately $0.60 in 2020 to $0.93 by 2023. While the #MCU supply chain regained stability and returned to just-in-time ordering by the end of 2023, ASPs have been slow to revert to pre-pandemic levels… In Yole Group’s latest report, Status of the Microcontroller Industry, Thomas Hackenberg highlights the key changes in the MCU landscape and the factors influencing ASPs—and much more. 🚀 To dive deeper into MCU market challenges and technical developments, check out key features of the report on https://lnkd.in/eG6VF3YG A big thank you to Tom Hackenberg for sharing his expertise! 🙏 👉 For more insights on the microcontroller industry, visit our website on https://lnkd.in/eRPr2Hbs

📅 #SEMICON EUROPA - #ELECTRONICA 2024 | Nov 12-15, Munich, Germany We will be part of the 2024 edition, will you join us? Both trade fairs provide a comprehensive update of the technologies and innovations in all fields of semiconductor industry! 👉 Where to find us? Meet us at our booth, Hall C1 #565, where our team will be eager to discuss the latest innovations in the #semiconductor industry. Don’t miss the chance to schedule your visit and connect with us! 👉 Want to dive deeper? Register now for our exclusive presentations on #semiconductor #equipment, #power #electronics and #compound semiconductor. More info and registrations: https://lnkd.in/djks-zEP Looking forward to meeting you there!

❓ Yole Group asks - From imaging to sensing, exploring new opportunities for 3D #CMOS #imagesensors – An interview with GlobalFoundries Although smartphone & productivity imaging are facing slower growth, the CIS market is also driven by demand for #automotive cameras, fueled by safety regulations and automation, and industrial applications like factory #automation and traffic monitoring... 💡 GlobalFoundries, a key player in #semiconductor manufacturing, is known for its innovation and manufacturing capabilities, a major partner for companies looking to leverage advanced #CIS products, and followed by Yole Group’s analysts. Take a moment to peruse the interesting conversation between Ran Ruby YAN Ph.D. at GlobalFoundries, and Florian Domengie, Yole Group. Together, they explore GlobalFoundries’ role in shaping the future of the CIS market and how the company plans to meet the growing demand for high-performance, power-efficient sensors across multiple industries. 👉 Have your coffee and enjoy this interview with Yole Group on https://lnkd.in/eH4aKtpi

📈Yole Group Press - MicroLED maintains momentum despite Apple withdrawal • For #microLED to succeed, it must offer significant #performance at a #cost comparable to #OLED. • For #AR applications, LED-on-SI is the best-positioned technology. • The microLED industry is at a pivotal moment, needing advancements in technology and equipment. • A well-established #supplychain is essential for cost-effective production of these small dies 🔈 “The industry now faces the challenge of moving from proof-of-concept to mass production," asserts Eric Virey from Yole Group. "It must prove it can deliver high-performance, defect-free displays at scale while achieving economies of scale to remain viable." 📨 Full press release on https://lnkd.in/eUx5axpA #augmentedreality #semiconductor #marketresearch #strategy Samsung Semiconductor

✍ Yole Group writes - Do Tesla’s #Cybercab & #Robovan signal a new era beyond EVs & ADAS? 🔈 Tesla, a pioneer in #EVs and #ADAS, demonstrated during its We Robot event held yesterday, that its #camera -only technology can compete with the advanced robotaxi technologies developed by Waymo, Baidu, Inc. Apollo, WeRide, and Cruise, which are equipped with expensive #LiDARs and #radars. Tesla was due to present its robotaxi on August 8, 2024, but the introduction was pushed back to October 10, 2024, which Elon Musk had said was to allow the company to make a few design adjustments... 💡 What does the release mean for Tesla’s future growth and the emerging #robotaxi market? Today’s chronicle is presented by Hugo ANTOINE, Market & Technology Analyst, Computing at Yole Group. 👉 Full article on https://lnkd.in/evsAh792

🗨 - Yole Group Viewpoint - Automotive ADAS Yole Group Viewpoint series offer a comprehensive and detailed insight into the key topics and technologies in the #semiconductor market.  This month's topic is “Automotive Semiconductor Innovation: Driving for the Next-Gen ADAS”    #ADAS advancements are propelling semiconductor demand, poised to exceed $14B by 2029. #Imaging, radar, and #LiDAR sensors form the backbone, expected to reach $8B in revenue alone. Qualcomm joins the fray, intensifying competition. Larger silicon dies accommodate complex functionalities. Challenges include thermal management and power consumption, urging R&D investments. As ADAS evolves, market dynamics shift, emphasizing safety and autonomy. #5G and #AI promise further innovation, shaping the future of #automotive tech. Semiconductors are pivotal, driving a new era of mobility.    👉 Discover more about automotive ADAS on our website: https://lnkd.in/eUsW4t7E

📅 PIC SUMMIT EUROPE 2024 | OCT 15-16, EINDHOVEN, NETHERLANDS We are thrilled to announce that Dr. Eric Mounier, Chief Analyst in Photonics & Sensing, will be representing Yole Group at this influential conference on October 15. Join us at 3:30 pm for a panel discussion on “What will be driving PIC markets in 2030?” This conference is a premier gathering for leaders in the #photonic #chip industry, showcasing how Photonic Integrated Circuits (#PIC) leverage light to create energy-efficient, faster, and more accurate #microchips. These innovations enable transformative applications across #LiDAR, networking, and various sensing solutions in agrifood, maintenance, and #medical fields. Join us for further collaboration, discussion, and #innovation with key international opinion leaders shaping the future of the photonic chip industry! More info: https://lnkd.in/eCfwBNPA

📅 IEMT 2024 | OCT 16-18, PENANG, MALAYSIA Yole Group is delighted to be part of the International Electronics Manufacturing Technology (#IEMT) Conference, an IEEE event focused on the #manufacturing of #electronic, opto-electronic, and #MEMS/#sensors devices and systems. Visit us at Booth #18 to explore our latest products, solutions, and technological breakthroughs in these industries. Engage in insightful discussions with our team of experts! Yole Group will also feature in the conference program with: 🎤 Shalu Agarwal, PhD, Senior Technology & Market Analyst – Power Electronics and Battery October 17, 11:50 am: Power module and battery trends for electric vehicles 🎤Dr. Yik Yee Tan, Senior Technology & Market Analyst – Semiconductor Packaging October 18, 5:00 pm: Keynote on innovations in power semiconductors for vehicle electrification 📩 For questions, contact us at: sales.restofasia@yolegroup.com More info: https://lnkd.in/gU_yNyAT

The WFE market has undoubtedly experienced significant growth and has now entered a more stable phase. On the contrary, advanced packaging, especially high-end platforms, remains a key area of focus, especially for hybrid bonding becoming a key packaging platform for the integration of AI modules, from NVIDIA and AMD, TSMC and Intel Corporation, SK hynix and Samsung Electronics. Could the offer of KKR to acquire ASMPT Ltd (a developer of hybrid bonding equipment among other activities) starts a wave of mergers and acquisitions for back end equipment manufacturers ? Enjoy reading our dedicated snapshot based on Yole Group's analyses, and feel free to contact us with any questions! #WFE #wafer #semiconductorequipment #hybridbonding #advancedpackaging #semiconductor #investment #merger #acquisition