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From Technologies to Market
SAMPLE
From Technologies to Market
Automotive
Lighting
Technology, Industry,
and MarketTrends
...
2
• Executive Summary P12
• Automotive Market Trends P41
• Status of the market
• Automotive and GDP
• 2005 - 2015 vehicle...
3
• Automotive Lighting Industry P97
• Analysis of Tier-1 competitive landscape
• Market share - 2014 vs. 2015
• Supplier ...
4
• Laser Diode for Automotive Lighting P179
• Introduction and history
• Technology aspects
• The BMW i8 laser headlamp
•...
5
• Advanced Front Lighting Systems P231
• Overview
• Headlamp leveling
• Static bend lighting
• Dynamic bend lighting
• N...
6
THIS OBJECTIVE OFTHIS REPORT ISTO PROVIDE A COMPREHENSIVE OVERVIEW OF ALL ASPECTS OF
AUTOMOTIVE LIGHTING!
Deep insight i...
7
Pars MUKISH (Business Unit Manager - Sapphire, LED / OLED, Display and Lighting Systems -Yole Développement)
• Pars MUKI...
8
AUTOMOTIVE INDUSTRY & SUPPLY UNDERGOING TRANSFORMATION
• The automotive industry as we know it today has evolved organic...
9
Harsh environment:
• Automotive applications = high electrostatic discharges, stringent quality requirements and
testing...
10
Design aspects
represent the
main driver for
OLED
integration into
automotive
lighting.
Drivers & Potential Application...
11
The laser
headlight of the
BMW i8 is
more efficient
and compact
and offers
higher
luminance than
LED systems.
The BMW i...
12
Light is
integrated into
overheads and
cockpits
creating a
customable
environment.
Functions / Uses
INTERIOR / AMBIENT ...
13
HEADLAMP SYSTEMS TYPOLOGIES
Multiple types
of headlamp
combining
different
sources are
available.
Single-
Type Light
So...
14
AUTOMOTIVE LIGHTING FUNCTIONS
The adoption of
LED and laser
light sources
allowed new
design styling
and more
complex l...
15
ADVANCED FRONT LIGHTING SYSTEMS - STATIC BEND LIGHTING
• Static bend lighting consists in activating cornering compleme...
16
TOWARD GLARE FREE LIGHTING
• Glare Free Lighting also represents an enhancement of Automatic High Beam (AHB) system.
• ...
17
FULLY ADAPTIVE HEADLAMP SYSTEM - SYSTEM ARCHITECTURE
In this kind of
architecture, it
is compulsory
to have a match
bet...
18
AUTOMOTIVE TECHNOLOGY TREND
Technology roadmap for (front) ADAS cameras
Probably two
different
markets for
camera in
au...
19
GLOBAL TRENDS - 2014VS. 2015
Revenue in
automotive
lighting systems
increased
+XX% in 2015
thanks to
volume growth
and ...
20
• Due to sufficient performance for low and high beam, and lower cost, halogen should remain the major technology for
h...
21
SUPPLIER RANKING PER MARKET (ASIA, EUROPE, NORTH AMERICA)
• There are no strong automotive lighting maker headquarter i...
22
COMPANY PROFILE: STANLEY (JP)
CalendarYear Revenue (Local Currency – Millions):
2014 2015
Evolution
%
Total
Revenue
¥ 3...
23
COMPANY PROFILE: STANLEY (JP)
• Stanley was established in 1920. The company developed strong relationship with Honda f...
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FromTechnologies to Market
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Automotive Lighting: Technology, Industry, and Market Trends - 2016 Report by Yole Developpement

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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.

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

  1. 1. From Technologies to Market SAMPLE From Technologies to Market Automotive Lighting Technology, Industry, and MarketTrends 2016 Report
  2. 2. 2 • Executive Summary P12 • Automotive Market Trends P41 • Status of the market • Automotive and GDP • 2005 - 2015 vehicle sales • Overview • Geographical breakdown • Vehicle type breakdown • Top 10 automotive manufacturers and associated brands • Growth drivers • Macrotrends • Introduction • Vehicle electrification (drivers and deterrents, status…) • Advanced Driver Assistance Systems (ADAS) (drivers and deterrents, status…) • Automotive industry and supply - Undergoing transformation o Light Sources and Associated Functions/Applications P61 • History of light sources • Overview of light sources • Halogen • Xenon/HID • LED • Laser • OLED • Light source vs. lighting functions/applications • Conclusion • Automotive Lighting Market P72 • 2015 automotive lighting market status • 2015 revenue - Breakdown by application • 2015 revenue - Breakdown by supplier • 2015 revenue - Breakdown by region of sale and headquarter location • 2015-2021 automotive lighting market forecast • Market revenue forecast • 2015 vs. 2021 comparison - Breakdown by application • Focus on interior lighting • Focus on exterior lighting • In-depth analysis of headlamp market • Introduction - Low-level functions vs. high-level functions • Headlamp system • Segmentation • Penetration rate by technology (degree 1) • LED headlamp system • Key milestones • Status • Penetration rate by system type (degree 2) • Penetration rate by system type (degree 3) • Summary of technology trends • Market size • Highlights • Headlamp - Split by technology type • LED headlamp - Split by system type • Advanced Front Lighting System (AFLS) • Introduction • Penetration rate by system type (LED only) TABLE OF CONTENTS (1/4) ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  3. 3. 3 • Automotive Lighting Industry P97 • Analysis of Tier-1 competitive landscape • Market share - 2014 vs. 2015 • Supplier ranking per region (Asia, Europe, North America) • 2013-2015 revenue trends for top 15 suppliers • 2015 market share vs. 2014-2015 revenue growth • Emerging suppliers • Trends • Company profiles • Koito (JP) • Magneti Marelli (IT) • Valeo (FR) • HELLA (DE) • Stanley (JP) • ZKW (AT) • SL Corporation (KR) • Varroc Lighting Systems (IN) • Depo Auto Parts Ind. (TW) • Ichikoh (JP) • TYC Brother Ind. (TW) • Grupo Antolin (SP) • Olsa SpA (IT) • Insights on the Chinese automotive lighting industry • Main Chinese automotive players • Key groups, joint ventures, and sub-brands • Different business models for local supply chain • Chinese automotive lighting industry • Chinese market - Market shares • Chinese industry (main player revenues, capacity, new entrants..) • LED for Automotive Lighting P149 • Introduction • History of LED integration • Drivers for LED integration • Challenges for LED integration • Packaged LED classification and applications • LED device suppliers • Listing/Mapping per lighting function • Leaders, followers and emerging players • Cost aspects • Trends • OLED Panel for Automotive Lighting P163 • Drivers and potential applications • Challenges for OLED integration • Technology aspects • Market and industry aspects • Recent developments • OLED rear lamp prototypes from HELLA, Osram, and Stanley Electric • BMW - From prototype to production (M4 GTS) • Future trends - from 2D OLED to 3D OLED • Breakthrough design possibilities • Focus on R2D2 project • Manufacturing cost • Introduction • Industrial roadmaps • How to decrease it? • Conclusion TABLE OF CONTENTS (2/4) ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  4. 4. 4 • Laser Diode for Automotive Lighting P179 • Introduction and history • Technology aspects • The BMW i8 laser headlamp • The Audi R8 laser headlamp • Luminance aspects • Laser vs. LED • Conclusion • Interior/Ambient Lighting P188 • LED benefits • Key milestones • Functions/uses • Introduction • Enhanced communication • Safety • Physical & electrical system integration • Different ways to highlight the interior • LEDs • Light guides • OLEDs and luminous textiles • Integration model • Partnership required for success • Mood Lighting - Impact of colored light • Trends • Conclusion • Exterior Lighting P204 • Introduction • Small lamps • Milestones • Product overview • Turn indicator in side-view mirror • Front combination lamps • CHMSL • License plate lamps • Rear Combination Lamps (RCL) • Milestones • Technical accentuation • Latest developments (excluding OLED) • Front Lighting • Bi-functional headlamp systems • Headlamp system typologies • Automotive lighting functions • Safety aspects • Impact on energy consumption • History of LED DRL and headlamp adoption • Full LED headlamps - Timeline per manufacturer • Roadmap - Progression of LED, OLED, and laser technologies • LED headlamp - From luxury to economy cars TABLE OF CONTENTS (3/4) ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  5. 5. 5 • Advanced Front Lighting Systems P231 • Overview • Headlamp leveling • Static bend lighting • Dynamic bend lighting • Non camera-based adaptive front lighting • Camera-based adaptive front lighting • Automatic high beams • Adaptive cut-off line • Vertical cut-off line • Glare-free lighting • Emerging technologies • Matrix LED • Systems from HELLA and other suppliers • New functionalities • Fully adaptive headlamp system • System architecture • Sensing (overview of technology, focus on CMOS image sensor…) • Focus on CMOS image sensors • Roadmap for (front) ADAS cameras • High-resolution headlamps • DMD and SLM technologies • Matrix laser headlamps • What’s next? • Targeted illumination • Eye-tracking adaptive lighting • AFLS and safety aspects • Conclusions P267 TABLE OF CONTENTS (4/4) ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  6. 6. 6 THIS OBJECTIVE OFTHIS REPORT ISTO 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. The objectives of this report are: • To analyze the automotive lighting market / applications’ current status and future trends! • To review the automotive lighting industry structure and future trends! • To discuss the main technologies used for automotive lighting, and associated roadmaps! • To examine the main lighting systems used for automotive applications, and associated roadmaps! • To provide market insights (2013 - 2021) for automotive lighting applications! OBJECTIVES OFTHE REPORT ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  7. 7. 7 Pars MUKISH (Business Unit Manager - Sapphire, LED / OLED, Display and Lighting Systems -Yole Développement) • Pars MUKISH holds a master’s degree in Materials Science & Polymers from ITECH in France and a master’s degree in Innovation & Technology Management from EM Lyon, also in France. He works at Yole Développement, the "More than Moore" market research and strategy consulting company, as Senior Market and Technology Analyst in the fields of LED, OLED, Lighting Technologies and Compound Semiconductors, carrying out technical, economic and marketing analyses. In 2015, Pars has also taken on responsibility for developing Sapphire, LED / OLED and display / lighting activities as Business Unit Manager. • Previously, he worked as Marketing Analyst andTechno-Economic Analyst for several years at the French Research Center CEA. Pierrick BOULAY (Market &Technology Analyst - LED / OLED and Lighting Systems -Yole Développement) • Pierrick BOULAY works as a Market and Technology Analyst in the fields of LED, OLED and Lighting Systems, carrying out technical, economic and marketing analysis at Yole Développement, the "More than Moore" market research and strategy consulting company. He has experience in both LED lighting, including general and automotive lighting, and OLED lighting. • In the past, he mostly worked in R&D departments for LED lighting applications. Pierrick holds a master’s degree in Electronics from ESEO in France. EricVIREY (Market &Technology Analyst - Sapphire, LED / OLED and Display Systems -Yole Développement) • EricVIREY holds a Ph-D in Optoelectronics from the National Polytechnic Institute of Grenoble (INPG - France). • He works as Market and Technology Analyst in the fields of Sapphire, LED / OLED and Display technologies. • In the last 12 years, he has held various R&D, engineering, manufacturing and marketing positions with Saint-Gobain. Most recently, he was Market Manager at Saint-Gobain Crystals, in charge of Sapphire and Optoelectronic products. AUTHORS OFTHE REPORT ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  8. 8. 8 AUTOMOTIVE INDUSTRY & SUPPLY UNDERGOING TRANSFORMATION • The automotive industry as we know it today has evolved organically from that pioneered by Henri Ford and its mass production philosophy. But in the last few years electronic, optoelectronics, software and various digital technologies along with societal changes are increasingly pressuring automotive makers in transforming its offering and business models faster than ever before. Automotive OEMs will remain focused on core automotive competencies but have to develop new ones. Car MakerTraditional Skills  Styling & Powertrains Emerging New Requirements  Batteries, Electronics, Optoelectronics, Software (…) Illustration: Analog Devices BMW Illustration: Style, safety, reliability and energy efficiency requirements driven by consumers and increasingly demanding regulatory standards demand remains the key priority for vehicle manufacturers. This translate into a constant focus on their core competencies such as power train and structures. But OEMs also have to develop and implement increasingly complex electronic, optoelectronic, software and communication systems. Most will collaborate with new suppliers and industries. ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  9. 9. 9 Harsh environment: • Automotive applications = high electrostatic discharges, stringent quality requirements and testing (temperature cycling, stress tests…) Beam shaping: • Stringent beam shaping requirements for front lamp applications require advanced optics design. XX: • XX. Electrical management (driver): • To create an efficient drive circuit, several issues need to be considered and a driver that supports variable input and output voltage is necessary. XX: • XX. LED reliability and performance: • OEMs require no perceived drift nor drop in performance with age / time. Obsolescence: • LED technology lifecycle is much shorter than those applying to automotive products  So is there a strong incentive for LED manufacturers to maintain obsolete technologies just to support a small market? 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
  10. 10. 10 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 • OLED is suitable for only some applications in Automotive Lighting: 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
  11. 11. 11 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 • Laser sources combine the excellent light performance of xenon headlamps with the design possibilities offered by LED technology. Compared to typical LEDs, the luminance (measure of the luminous intensity of an illuminating surface) is ten times stronger (x10), which increases the efficiency of the optical system and reduces energy consumption. • The BMW i8 launched in the fall of 2014 was the first commercial vehicle featuring laser high beams with a range up to 600m. • The low beam function is provided by LEDs. 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
  12. 12. 12 Light is integrated into overheads and cockpits creating a customable environment. Functions / Uses INTERIOR / AMBIENT LIGHTING LEDs in interior / ambient lighting are used for mood lighting, and to enhance driving experience! Interior / Ambient lighting is directly controlled by the infotainment system! Source: Grupo Antolin Source: Hella - BMW X5Source: Hella - BMW X5 ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  13. 13. 13 HEADLAMP SYSTEMS TYPOLOGIES Multiple types of headlamp combining different sources are available. Single- Type Light Source System TYPOLOGYOFSYSTEM 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
  14. 14. 14 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
  15. 15. 15 ADVANCED FRONT LIGHTING SYSTEMS - STATIC BEND LIGHTING • Static bend lighting consists in activating cornering complementary lights in intersections, narrow corners, entry gateways etc... • This additional beam can cover angles up to 90° from the axis of the vehicle, lighting crossing areas etc… • The activation is accomplished by operating a winker or as a function of the speed or steering of the vehicle. 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
  16. 16. 16 TOWARD GLARE FREE LIGHTING • Glare Free Lighting also represents an enhancement of Automatic High Beam (AHB) system. • The function can be realized by installing a special sheath on the rotating cylinder in the projection module. • Based on image processing functions and intelligent settings in the projection module, critical areas of oncoming traffic that might face glare are removed from the high beam distribution, but the rest of the high beam field remains intact for the driver’s convenience, • However new technologies are being developed to increase functionalities of such system: Matrix LED and Digital Mirror Device. 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
  17. 17. 17 FULLY ADAPTIVE HEADLAMP SYSTEM - 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 Sensor Fusion XX Compute Optimal light distribution XX Actuation of Light Module SENSING ACTUATIONPROCESSING Source: Yole/Nvidia ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  18. 18. 18 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 ~$20B market 1B+ cameras Module size & cost ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  19. 19. 19 GLOBAL TRENDS - 2014VS. 2015 Revenue in automotive lighting systems increased +XX% in 2015 thanks to volume growth and improved product mix. [1] Excludes replacement bulbs [2] Adjusted to reflectValeo’s 31.6% ownership. [3] Flex-N-Gate (US), J.W.Speaker (US), Sammoon (CN), Niken (TW), Sirius LightTechnology (TW), Reliable Auto Parts (TW), Eagle Eyes (TW), LasterTech (TW) etc… • Revenue for automotive lighting systems[1] increased XX%, from US$XX billion in 2014 to US$ 22.4 billion in 2015. • This growth is to compare to a more moderate 1.2% growth in vehicle production during the same period (from 89.7 to 90.8 millions units). • Growth in lighting systems was driven mostly by: • Higher lighting system content per vehicle driven by increasingly stringent safety regulations in multiple countries. • More favorable product mix driven by the strong adoption of Xenon and LED headlamps and high added value of Advanced Front Lighting Systems, a trend consistent with the record sales figures announced by most premium car manufacturers. • Strong aftermarket. [2] [3] ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  20. 20. 20 • Due to sufficient performance for low and high beam, and lower cost, halogen should remain the major technology for headlamp by 2021. • LED technology has already started to replace halogen bulbs in most of the vehicle segments and represent XX% in 2016. LED technology should represent XX% by 2021 with cost decrease and implementation of novel functionalities (Advanced Front Lighting Systems). • Regarding xenon (HID) technology, penetration rate will slowly decrease and remain stable by 2021. This is due to cost decrease of LED technology and enhanced possibilities of design with LEDs. • Nowadays,Tiers-1 do not have or have low developments with xenon technology. Penetration Rate by Technology HEADLAMP SYSTEM MARKET ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  21. 21. 21 SUPPLIER RANKING PER MARKET (ASIA, EUROPE, NORTH AMERICA) • There are no strong automotive lighting maker headquarter in the US, Canada or Mexico (where an increasing volume of the vehicles bound for the North American market are manufactured). • The few local manufacturers such as XX or Flex-N-Gate are small in scale compared to European, Japanese and Korean giants and mostly address the aftermarket or niche vehicle markets with high added value products (e.g.: . 2015 Ford F-150 truck full LED headlamp by Fle-N-Gate). • The North American market is split equally between European (XX%) and Japanese (XX%) companies. Korean maker SL Corp has a market share of XX% thanks to an increasing presence at General Motor as well as the local branch of Hyundai.The balance is owned by XX and XX. There is no strong local manufacturer in North America. ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  22. 22. 22 COMPANY PROFILE: STANLEY (JP) CalendarYear Revenue (Local Currency – Millions): 2014 2015 Evolution % Total Revenue ¥ 348,853 ¥ 401,014 +15% Automotive Lighting ¥ XX ¥ XX +XX% Employees: 2015 Total 15,234 R&D NA Major Customers / Design wins: Revenue Breakdown Asia Pacific XX% North America 23% Europe XX% ROW 3% Global Market Share XX% 2014 Estimated Lighting Revenue Breakdown Brand Group Model Mitsubishi Mitsubishi i-MiEV Honda Honda Accord Acura Honda RLX,TSX Mazda Mazda Demio13 Mitsubishi i-MiEV Mazda Demio 13 ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  23. 23. 23 COMPANY PROFILE: STANLEY (JP) • Stanley was established in 1920. The company developed strong relationship with Honda from the mid 1950’s. In 2002 it created a joint venture with Hella in Australia. • Stanley also granted a royalty-based agreement on certain lighting products to XX and owns a X% stake in the Korean equipment maker. SL Corp also has various JV with XX. • Stanley Automotive Equipment segment provide Headlamps, RCL, High Mount Stop, Fog Lamps + Bulbs (Automotive bulbs, LED Bulbs, HID related products) for both for 4 wheel and 2 wheel vehicles. • Stanley was an early adopter and developed the first LED-based CHMSL lamp in 1986. The company signed a licensing agreement with Nichia giving Stanley access to white LED technology. In exchange, the company sources chips from Nichia that it packages internally. Full LED Headlamp Direct ProjectionType Full LED Headlamp Projection type XX 2012 XX 2013 • Acura RLX • XX • XX • XX Proprietary LEDs from Stanley Reflector type is Stanley’s low cost solution for offering XX on entry level vehicles. ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  24. 24. ORDER FORM Automotive Lighting: Technology, Industry, and Market Trends SHIPPING CONTACT First Name: Email: Last Name: Phone: PAYMENT BY CREDIT CARD Visa Mastercard Amex Name of the Card Holder: Credit Card Number: Card Verification Value (3 digits except AMEX: 4 digits): Expiration date: BY BANK TRANSFER BANK INFO: HSBC, 1 place de la Bourse, F-69002 Lyon, France, Bank code: 30056, Branch code: 00170 Account No: 0170 200 1565  87, SWIFT or BIC code: CCFRFRPP, IBAN: FR76 3005 6001 7001 7020 0156 587 RETURN ORDER BY • FAX: +33 (0)472 83 01 83 • MAIL: YOLE DÉVELOPPEMENT, Le Quartz, 75 Cours Emile Zola, 69100 Villeurbanne/Lyon - France SALES CONTACTS • North America: Steve Laferriere - laferriere@yole.fr • Japan Asia: Takashi Onozawa - onozawa@yole.fr • Taiwan: Mavis Wang - wang@yole.fr • Europe RoW: Fayçal Khamassi - khamassi@yole.fr • Korea: Hailey Yang - yang@yole.fr • General: info@yole.fr (1) Our Terms and Conditions of Sale are available at www.yole.fr/Terms_and_Conditions_of_Sale.aspx The present document is valid 24 months after its publishing date: May 9, 2016 / ABOUT YOLE DEVELOPPEMENT BILL TO Name (Mr/Ms/Dr/Pr): Job Title: Company: Address: City: State: Postcode/Zip: Country*: *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 RD 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 (eloy@yole.fr) • Financial Services: Jean-Christophe Eloy (eloy@yole.fr) • Report Business: Fayçal Khamassi (khamassi@yole.fr) • Press relations: Sandrine Leroy (leroy@yole.fr) CONSULTING • 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 (eloy@yole.fr)
  25. 25. 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, RD institutes and investors to help them understand the markets 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 TERMS AND CONDITIONS IN ANY OTHER DOCUMENTS 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 acceptance and confirmation by the Seller, within [7 days] 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 report 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 
  26. 26. From Technologies to Market Presentation of Yole Développement With Focus on Sapphire LED, OLED and Display / Lighting Activities Corporate Presentation From Technologies to Market
  27. 27. 25 Yole Développement FromTechnologies to Market ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  28. 28. 26 Our 30 analysts operate in the following areas. FIELDS OF EXPERTISE MEMS Sensors LED OLED Compound Semi. Imaging Photonics MedTech Manufacturing Advanced Packaging PV Power Electronics ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  29. 29. 27 Consulting and Analysis • Market data research, marketing analysis • Technology analysis • Strategy consulting • Reverse engineering costing • Patent analysis www.yole.fr Reports • Market Technology reports • Patent Investigation and patent infringement risk analysis • Teardowns Reverse Costing Analysis • Cost SimulationTool www.i-Micronews.com/reports Financial services • MA (buying and selling) • Due diligence • Fundraising • Maturation of companies • IP portfolio management optimization www.yolefinance.com Media • i-Micronews.com website • @Micronews e-newsletter • Technology magazines • Communication webcast services • Events www.i-Micronews.com 4 BUSINESS MODELS ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  30. 30. 28 A GROUP OF COMPANIES Market, technology and strategy consulting www.yole.fr MA operations Due diligences www.yolefinance.com Fundraising Maturation of companies IP portfolio management optimization 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 | Automotive Lighting 2016 - Sample
  31. 31. 29 OUR GLOBAL ACTIVITY ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  32. 32. 30 RESEARCH PRODUCTS - CONTENT COMPARISON Custom analysis scope is defined with you to meet your information and budget needs Breadth of the analysis Depthoftheanalysis Custom Analysis Workshops Standard Reports ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  33. 33. 31 Integrators and end-users Device makers Suppliers: material, equipment, OSAT, foundries… Financial investors, RD centers Our analysts provide market analysis, technology evaluation, and business plan along the entire supply chain. SERVING THE ENTIRE SUPPLY CHAIN ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  34. 34. 32 • Consulting and Specific Analysis • North America: Steve LaFerriere, Director of Northern America Business Development,Yole Inc. Email: laferriere@yole.fr • Japan:Yutaka Katano, General Manager,Yole Japan President,Yole K.K. Email: katano@yole.fr • RoW: Jean-Christophe Eloy, President CEO,Yole Développement Email: eloy@yole.fr • Report business • North America: Steve LaFerriere, Director of Northern America Business Development,Yole Inc. Email: laferriere@yole.fr • Europe: Fayçal El Khamassi, Headquarter Sales Coordination Customer Service Email: khamassi@yole.fr • Japan Asia:Takashi Onozawa, Sales Asia General Manager,Yole K.K. Email: onozawa@yole.fr • Korea: HaileyYang, Business Development Manager, Korean Office Email: yang@yole.fr • Financial services • Jean-Christophe Eloy, CEO President Email: eloy@yole.fr • General • Email: info@yole.fr CONTACT INFORMATION Follow us on ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  35. 35. 33 About Sapphire, LED / OLED and Display / Lighting Activities ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  36. 36. 34 We are active throughout the value chain: from substrates to systems! And we interact with industrial / RD 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 ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  37. 37. 35 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 ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  38. 38. 36 A team based on persons having complementary skills and expertise. AboutYole’s AnalystTeam FOCUS ON SAPPHIRE, LED / OLED AND DISPLAY / LIGHTING ACTIVITIES Pierrick BOULAY - Market Technology Analyst Pierrick BOULAY holds a master degree in Electronics from ESEO (France). He works as Market and Technology Analyst in the fields of LED, OLED and Lighting Systems to carry out technical, economic and marketing analysis. He has experience in both LED lighting (general lighting, automotive lighting…) and OLED lighting. In the past, he has mostly worked in RD department for LED lighting applications. Pars MUKISH - Business Unit Manager Pars MUKISH holds a master degree in Materials Science Polymers (ITECH - France) and a master degree in Innovation Technology Management (EM Lyon - France). Since 2015, Pars MUKISH has taken on responsibility for developing LED, OLED and Sapphire activities as Business Unit Manager at Yole Développement. Previously, he has worked as Marketing Analyst and Techno-Economic Analyst for several years at the CEA (French Research Center). Dr. EricVIREY - Senior Market Technology Analyst Eric VIREY holds a Ph-D in Optoelectronics from the National Polytechnic Institute of Grenoble (INPG - France). He works as Market and Technology Analyst in the fields of Sapphire, LED / OLED and Display. In the last 12 years, he has held various RD, engineering, manufacturing and marketing positions with Saint-Gobain. Most recently, he was Market Manager at Saint-Gobain Crystals, in charge of Sapphire and Optoelectronic products. Dr. Milan ROSINA - Senior Market Technology Analyst Milan ROSINA holds a Ph-D in Optoelectronics from the National Polytechnic Institute of Grenoble (INPG - France). He works as Market and Technology Analyst in the fields of Energy Conversion, LED / OLED and Emerging Materials. Before joining Yole Développement, he has worked as research scientist and project manager in PV, microelectronics and LED industries. He has more than 15 year experience with prominent research institutions and a utility company. ©2016 | www.yole.fr | Automotive Lighting 2016 - Sample
  39. 39. 37 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 Already published -Yole Développement: • Status of the LED Industry • LED in Road and Street Lighting • LED Front End ManufacturingTrends • LED Front End Equipment Market trends • GaN-on-SiTechnology and Market • Phosphors QDs - Market andTechnology Landscape • LED Module Market,Technology and Industry • Phosphors QDs - IP Landscape From System Plus Consulting: • LED CoSim+ Reverse Engineering / Reverse Costing reports 2016 Publication -To be published -Yole Développement : • OLED For Lighting - Published in February 2016 • Automotive Lighting - Published in April 2016 • UV LED (Q2 - 2016) • Sapphire (Q2 / Q3 - 2016) • LED Packaging (Q3 - 2016) • MicroDisplays and MicroLEDs (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

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