IR LEDs and Laser Diodes – Technology, Applications, and Industry Trends

From Technologies to Market
IR LEDs and Laser Diodes
Technology,Application and Industry
Trends
2018 Report
Sample
© 2018

2
o OBJECTIVES OF THE REPORT P6
o AUTHORS OF THE REPORT P7
o ABBREVIATIONS P8
o EXECUTIVE SUMMARY P9
o PRELIMINARY DEFINITIONS AND PRINCIPLES P37
o IR laser diodes - Taxonomy used in the report
o Incoherent light vs. coherent light
o Modulation of light
o Structured light
o Time-of-flight (ToF)
• 3D time-of-flight arrays
• Trends
o IR LED/LASER LANDSCAPE P47
o From IR lamps to IR LEDs and lasers
• Classification of IR wavelengths
• Overview of IR light sources
• IR lamps - Overview of applications
• IR LEDs and lasers - Definition and History
• IR lamps vs. IR LEDs and lasers - From new light sources to new applications
• Timeline of applications for IR LEDs and lasers
o Classification of IR LED/laser applications
• Classification by wavelength - Global analysis
• Classification by wavelength and market segment - Focus on NIR
• Classification by function
• Introduction
• Segmentation matrix
• Global analysis
• Focus on detection
• Classification by light source
• Classification by package type
o IR LED/LASER MARKET P68
o Overview by application
o IR light source LED and laser diode market
• Market volume (Munits)
• Split by application
• Relative share by application
• Market revenue ($M)
• Split by application
• Relative share by application
• Market volume (Munits) and revenue ($M) - Split by wavelength
• Market volume (Munits) and revenue ($M)- Split by light source
• Market shares by light source - 2017 vs. 2022
o IR LED market
• Market volume (Munits) - Split by application
• Market revenue ($M) - Split by application
• Market volume (Munits) and revenue ($M) - Split by package power
• Market volume (Munits) and revenue ($M)- Split by package type
o IR EEL market
o IR VCSEL market
o 10 years trend
• 2018 - 2023 growth trends for high volume applications
• 2018 - 2023 growth trends for high revenue applications
• 2018 - 2023 relative growth of major applications
• 2018 - 2028 IR light source LED and laser diode market revenue trend
TABLE OF CONTENTS (1/4)
IR LEDs and Laser Diodes – Technology, Applications, and Industry Trends | Sample | www.yole.fr | ©2018

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o IR LEDS AND LASERS IN AUTOMOTIVE APPLICATIONS P104
o Applications
• Evolution / Mutation of Driving  Autonomous Vehicles
• IR LED and laser systems
• Exterior – Autonomous Emergency Braking (AEB)
• Exterior - LiDAR
• Interior – Driver monitoring
• Interior – Gesture recognition
• Interior – Occupancy sensor
• Interior – Air Quality Monitoring (Gas sensor)
o Industry
• Mapping of LiDAR players
• Potential users of LiDAR for automotive
• Summary of Tier-1 activity
• Supply chain (tentative)
o Light Sources
• Automotive applications - Illumination power vs target distance
• Opportunities and challenges for IR LEDs
• Opportunities and challenges for EELs
• Opportunities and challenges for VCSELs
• Roadmap – Use of IR light sources in automotive applications
• Integration of laser in short-range LiDAR
• Integration of laser into long-range LiDAR
o IR LEDS AND LASERS IN SMARTPHONE APPLICATIONS P142
o Applications
• Evolution of mobile telecommunication technologies
• Evolution of sensors used in smartphone
• Smartphone volume evolution
• Global trends and smartphones
• IR LED and laser systems
• Proximity sensor
• Autofocus system
• Blood pressure sensor
• Iris recognition
• 3D sensing - Use cases and opportunities for the front 3D camera
• 3D sensing – Face recognition
• 3D sensing - Use cases and opportunities of the rear 3D camera
• Air quality monitoring (Gas sensor)
o Industry
• 3D sensing - Apple’s IPhone X supply chain (tentative)
• 3D sensing - Android smartphone makers supply chain (tentative)
• Apple vs. Android ecosystem - Status
• Apple vs. Android ecosystem - Trends
• 2018 Mobile OEM market trend analysis
o Light Sources
• Smartphone applications – Complexity vs die size
• Opportunities and challenges for IR LEDs
• Opportunities and challenges for EELs
• Opportunities and challenges for VCSELs
• Roadmap – Use of IR light sources in smartphone applications
• Integration of IR LED in iris authentication system
• Integration of VCSEL for front 3D sensing
• Integration of VCSEL for rear 3D sensing

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o DATACOM – TELECOM P184
o Historical perspective
o Overview
o Typical public fiber network architecture
o Fiber optic communication principle
o Light sources used in optical communication
o Transmission windows
o Optical fibers
o Light source choice
o Light modulation
o Light coupling on optical fiber
o Multiplexing
o Optics in multiplexer
o Global architecture of a WDM transmission system
o From incumbent transceivers to silicon photonic transceivers
o Introduction to silicon photonics
o Si photonics vs legacy optics
o Structure of a Si photonic transceiver
o Si photonics future trends
o IR LED AND LASER LIGHT SOURCES P209
o IR LEDs
• Introduction - Status of the LED industry
• Key manufacturers
• Manufacturing processes - Overview
• Manufacturing processes - Focus on substrates and active layers
• Manufacturing processes - Focus on epitaxy and chip manufacturing
• Manufacturing processes - Focus on packaging
• Key challenges
o IR LED AND LASER LIGHT SOURCES P209
o IR Lasers (EELs)
• Introduction to EELs
• Device players - Distribution by country i.e. design and manufacturing activity locations
• Waveguide edge emitting lasers
• Manufacturing process of standard DFB laser
• Key challenges
o IR Lasers (VCSELs)
• Introduction to VCSELs
• Device players - Distribution by country i.e. design and manufacturing activity
locations
• Manufacturing process of a basic VCSEL chip
• Front-end manufacturing control - Overview
• Front-end manufacturing control - Epitaxy
• Key challenges
o INTELLECTUAL PROPERTY ANALYSIS P231
o Introduction
o Intellectual Property Analysis - IR LEDs and EELs
• Timeline of IP activity related to IR LEDs and IR EELs
• Ranking of patent applicants by number of patent families
• Focus on historical IP players – Evolution of patent publications over time
• Focus on IP newcomers – Evolution of patent publications over time
• Number of patent families split by application
• Main patent applicants split by application – Only main applications
• Main IP players (top-30)

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o INTELLECTUAL PROPERTY ANALYSIS P231
o Intellectual Property Analysis – VCSELS
• Timeline of IP activity related to VCSELs
• Geographic map of patent applications and corresponding current legal status
• Ranking of patent applicants by number of patent families
• Focus on historical IP players – Evolution of patent publications over time
• Focus on IP newcomers – Evolution of patent publications over time
• Main patent applicants divided by application
• Evolution over time of patent publications divided by application
• Main IP players
o CONCLUSION P258
o PRESENTATION OF YOLE DEVELOPPEMENT P261

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This report
aims to give a
comprehensive
picture of the
forces driving
the IR light
source market,
technology and
industry in the
short, middle
and long term.
Allow readers to understand the global landscape related to IR LEDs, EELs andVCSELs.
Review all applications of IR LEDs, EELs andVCSELs, giving insights on principles, technology, technical
requirements, trends, key players and more.
o Includes a deep analysis of automotive, smartphone and Datacom/telecom applications
o Includes a detailed technical and market analysis of IR LED and EELs andVCSEL applications, with in-
depth analysis of emerging applications.
Analyze the technology and industry behind IR LED and laser light sources and their integration into
sensors and modules.
• Includes supply chains analysis for both automotive and smartphone applications.
Provide and analyze market forecasts for IR light sources from 2010 - 2023, with insights on trends from
2024 - 2028.
o Includes a detailed analysis for each light source for IR LEDs and EELs andVCSELs.
Analyze the intellectual property landscape for IR LEDs, EELs andVCSELs.
OBJECTIVES OFTHE REPORT

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Pars MUKISH (Business Unit Manager - SSL & Display -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 was named
Business Unit Manager for emerging sapphire, LED/OLED, and display/lighting activities.
Previously, he worked as Marketing Analyst andTechno-Economic Analyst for several years at CEA, a French research center.
Contact: mukish@yole.fr
Pierrick BOULAY (Market &Technology Analyst - Solid State Lighting -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 LED lighting, including general and automotive lighting, and OLED lighting.
Prior to Yole Développement, Pierrick worked in several R&D departments for LED lighting applications. He holds a master’s
degree in Electronics from ESEO in France.
Contact: boulay@yole.fr
THIS REPORT’S AUTHORS

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Classification of IR wavelengths
LANDSCAPE - FROM IR LAMPS TO IR LEDS AND LASERS
Infrared
radiation
extends from
0.75µm to
1,000µm and is
divided into five
subgroups.
Wavelength Type of light
0.1 – 0.38 µm UV light
0.38 – 0.75 µm Visible light
0.75 – 1.4 µm NIR: Near infrared
1.4 – 3 µm SWIR: Short wave infrared
3 – 8 µm MWIR: Middle wave infrared
8 – 15 µm LWIR: Long wave infrared
15 – 1,000 µm FIR: Far infrared
UV light
Visible
light
Infrared
light

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IR lamp IR system
IR lamps vs. IR LEDs and lasers - From new light sources to new applications (2/3)
LANDSCAPE - FROM IR LAMPS TO IR LEDS AND LASERS
Traditional IR lamp systems:
• The system is designed around the
lamp
• The IR system includes reflectors,
power supply, ballasts, optics,
electronics and housing.
• These are basic systems with
little potential to add smart
functions.
IR LED systems:
• The LED module can be adapted to
the system.
• IR LEDs are miniaturized
semiconductor devices, and can be
associated with other
components and data processing
for advanced applications and
smart functions.
IR LEDs and
lasers will not
replace IR lamps
because there is
no real
replacement
market.
These new light
sources provide
specific benefits,
allowing them to
target totally
different
applications.
Substrate IR die/chip
IR LED
package
IR LED
module
IR LED
system
COB
A totally different design
approach.

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IR LED AND LASER MARKET - OVERVIEW BY APPLICATION (1/6)
Application IR light function
IR light
source
Wavelength
Development
status
2018 IR light
source market
Predicted 2023 IR
light source
market
CAGR
2018-2023
Key players1 Comments
Optical
communication
To transfer data
through optical fiber
IR EEL
IR VCSEL
850nm to
1550nm
Commercialized XX XX +27%
Lumentum,
Oclaro, Mellanox
A growing market in relation with the
development of large data centers and
the need to transfer an always increasing
amount of data.
Remote control
To control a distant
device
IR LED 940nm Commercialized $16.5M $14.8M -2% XX XX
Horticultural
lighting
To provide artificial
light to increase
yields
IR LED
730nm/Up to
750nm
Commercialized XX XX +36% XX
An emerging market. Strong potential
for SSL to replace the incumbent
technology, HID. Ongoing research for
other wavelengths.
Movie piracy
prevention
To prevent movie
recording in theatres
IR LED
850nm or
940nm
Not
commercialized
<$0.01M <$0.01M +6.0%
Callahan Cellular
LLC
No strong opportunities yet for such
applications. A highly niche market.
Proximity sensors
Mostly to detect the
human ear and
disable touchpads
during phone calls
XX XX Commercialized XX XX XX XX XX
Tilt sensors
To measure the
inclination or tilt of
an object
IR LED 940nm Commercialized $0.57M $0.58M +1% Rohm
IR LED-based systems are much more
basic than MEMS-based sensors and used
only in applications requiring basic
function and low cost.
Blind spot sensors
To detect other
vehicles located to
the driver’s side and
rear
XX XX XX XX XX XX XX XX
1. At the sensor, module and system level IR LEDs and Laser Diodes – Technology, Applications, and Industry Trends | Sample | www.yole.fr | ©2018

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Total market volume (Munits) - Split by application (1/2)
IR LIGHT SOURCE MARKET - LEDS AND LASER DIODES
©2018 | www.yole.fr | IR LEDs and Lasers Report
The IR light
source market
is expected to
grow from
around
4.2Bunits in
2018 to around
9.4Bunits in
2022.
CAGR2018 - 2023
= 18%

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Total market volume (Munits) - Relative market share by application
IR LIGHT SOURCE MARKET - LEDS AND LASER DIODES
©2018 | www.yole.fr | IR LEDs and Laser Diodes – Technology, Applications, and Industry Trends
Volumes for the
IR light source
market will be
mostly driven by
3D cameras in
smartphones,
surveillance
cameras, machine
vision systems,
proximity
sensors, gas
sensors and
remote controls.

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Exterior - LiDAR market segmentation
IR LEDS AND LASERS IN AUTOMOTIVE APPLICATIONS
The number of
sensors,
specifications,
and
technologies
will depend on
the quality of
the car.
High-endMiddle-endLow-end
• Front detection:
• Range: XXm.
• Imaging capability.
• Rain, dust robustness.
• Back detection:
• Range: XXm.
• Imaging capability.
• Corner detection:
• Range: XXm.
• XX.
• Side detection:
• XX.
• Range: 200 m.
• Medium imaging capability.
• Back detection:
• Range: XXm.
• Several channels.
• Range: XXm.
• Poor imaging capability.
• Back detection:
• Optional: XX or ultrasound.
• Range: XXm.
• Few channels.
• Optional: XX or XX.
• Side detection:
• XX.
• Optional: XX or ultrasound.
• XX.
• Side detection:
• Absent.

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Interior – Driver monitoring – Usage scenarios
Driver
Monitoring
System (DMS)
Transportation / Business
Fleet Management (XX)
XX
Digital Cockpit and
Entertainment Interface
Control (Gesture
Recognition)
XX

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Mapping of LiDAR players

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Characteristics:
• In general, an iris recognition system consists of a few components:
• An illumination module containing the IR LEDs.
• A camera including the image sensor and the lens.
• An optical bandpass filter in front of the camera to increase the SNR in high brightness environments.
• A software algorithm including pattern extraction capabilities.
• Depending on the eye colour, use of different illumination is possible:
• Dark or Brown eyes: IR is the best and visible light is not suitable.
• Blue or Green eyes: IR is good but visible light is the best.
• The first developments in iris recognition systems used two IR LEDs with wavelengths of 700nm and
900nm to create broadband illumination.
• The latest developments suggest using only one IR LED with a wavelength of 810nm is
necessary.
Trends:
• Development of new applications for smartphones such as mobile payments require the use of
biometry techniques with higher reliability and accuracy than current fingerprint sensors. In
this field, iris recognition seems to be a good solution to the performance vs. cost problem and is already
being implemented by some manufacturers. However such systems might be best complemented by
facial recognition functions to ameliorate some limitations related to speed and accuracy.
• Samsung integrates these sensors into its flagship model, the Samsung Galaxy S9. Iris recognition is included
with facial recognition.
Iris recognition
IR LEDS AND LASERS IN SMARTPHONE APPLICATIONS
Fujitsu Arrows NX-F-04G released in 2015 is
considered as the first smartphone to use an iris
recognition system
Concept of iris recognition systems in smartphones

17
3D sensing – Face recognition
IR LEDS AND LASERS IN SMARTPHONE APPLICATIONS
High-contrast IR dot projector
30K density (200x150) (Min. for FR 160x120)
VCSEL XXnm
VCSEL + XX
VCSEL + XX 7Mp RGB CIS camera
1.4Mp IR CIS camera
• VCSELs are used for several applications in the iPhone X:
• In the proximity sensor module: XXnmVCSEL with 4 cavities packaged near a XX array
• In the flood illuminator module: XXnmVCSEL made of XXcavities (11x11 matrix).
• In the dot projector module: 850 nmVCSEL made of XXcavities in a random pattern
• The dot projector module is used to project a 30,000 dots pattern on the user's face.

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Historical perspective
DATACOM – TELECOM
May 16,
1960
Theodore Maiman demonstrates
first laser at Hughes Research
Laboratories in Malibu
Study optical waveguide
communications (optical fiber)
under Antoni E. Karbowiak at
Standard Telecommunications
Laboratories in UK
1962-1963
First continuous-wave room-
temperature semiconductor lasers
made by Zhores Alferov’s group at
the Ioffe Physical Institute in St.
Petersburg
Autum
1962
April
1970
STL demonstrates fiber optic
transmission at Physics
Exhibition in London
Robert N. Hall’s group at General
Electric is first who made first
semiconductor diode laser, but it
operate only pulsed at liquid-
nitrogen temperature.
May
1970
First commercial continuous-wave
semiconductor laser operating at room
temperature offered by Laser Diode Labs
June
1975
Summer
1976
Horiguchi and
Osanai open third
window at 1.55 μm
Late
1976
J. Jim Hsieh makes
InGaAsP lasers emitting
continuously at 1.25 μm
AT&T and other telephone companies
settle on 850 nm GaAs light sources and
graded-index fibers for commercial systems
operating at 45 million bits per second
Late
1977
August
1978
NTT transmits 32 million bits
per second through a record
53 kilometers of graded-index
fiber at 1.3 μm
NTT Ibaraki lab makes single-mode
fiber with record 0.2 decibel per
kilometer loss at 1.55 μm
Bell Labs publicly commits to single-
mode 1.3-μm technology for the first
transatlantic fiberoptic cable, TAT-8
Late
1978
1980
Linn Mollenauer of Bell
Labs demonstrates soliton
transmission through 4000
km of single-mode fiber
Late
1987
Dave Payne at University
of Southampton develops
erbium-doped fiber
amplifier operating at 1.55
μm
1988
December
1988
Invention of Claude Chappe, to
transmit mechanically coded
messages over long distances
by the use of intermediate
relay stations.
The first “optical telegraph”
was put in service between
Paris and Lille. The effective bit
rate of such systems was
inherently slow less than 1 bit
per second (B < 1 b/s).
TAT-8 begins service,
first transatlantic fiber-
optic cable, using 1.3-
μm lasers and single-
mode fiber
1792
1794
1866
1st successful transatlantic telegraph
cable went into operation. Telegraphy
used a digital scheme through two
electrical pulses - dots and dashes of
the Morse code.
1876
The invention of the telephone
brought a major change in as much as
electric signals were transmitted in
analog form through a continuously
varying electric current.
1948
The first microwave system operating at
the carrier frequency of 4 GHz was put
into service. Since then, both coaxial
and microwave systems have evolved
considerably and are able to operate at
bit rates ∼ 100 Mb/s.
1991-1996
Commercial transatlantic and
transpacific cable systems showed the
possibility of data transmission over
21,000 km at 2.5 Gb/s, and over
14,300 km at 5 Gb/s. This
performance indicated that an
amplifier-based, all-optical, submarine
transmission system was feasible for
intercontinental communication.
A truly global network
covering 250,000 km
with a capacity of 2.56
Tb/s (64 WDM channels
at 10 Gb/s over 4 fiber
pairs) was put to service.
2002
Optical systems are
concerned with extending
the wavelength range over
which a WDM system can
operate simultaneously.
The C band, covers the
wavelength range 1.53–
1.57 µm. It was extended
on both sides, resulting in
the L and S bands.
2010<

19
Three main technologies are being used for datacom and telecom:GaAs-basedVCSELs, XX-based LDs and XX.
Light source choice (2/2)
DATACOM – TELECOM
200 300 400 500 600
$0
$200
$400
$600
$800
$1,000
Pricefora100Gbslink
Distance (m)
0 100
GaAs-
based
VCSELs
are
preferred.
< 100m - GaAs
Dominance
> 100m - XX Dominance

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Introduction - Status of the LED industry
IR LEDS
• Beginning the transition in 2012, most companies have now moved to the new 'El Dorado' of the LED business: general lighting,
which represents the major application for LEDs. However, market overcapacity and strong price pressure at both the chip and
package level has created a very difficult situation for all players. 2015 was the first year ever that the revenue for packaged
LEDs decreased compared to the previous year.
• General lighting is no longer a ‘Blue ocean’ due to strong price pressure and intense competition.
• In this depressed environment, several players have therefore decided to develop new strategies in order to differentiate
themselves from mainstream players and reap higher margin levels through new drivers of growth:
• New package types: Chip-on-board (COB) LEDs, filament LEDs, flip chip (FC) LEDs and chip-scale package (CSP) LEDs.
• Non-visible LEDs: UV and IR LEDs.
• Niche applications:Automotive lighting and horticultural lighting among others.
• Consequently, LED players are now increasingly involved in the IR LED business. Osram remains the leader in this field
but companies like Everlight, Epistar and others have also made strong investments recently in order to catch up and benefit from this
opportunity.At the regional level, Taiwan is leading the IR LED market.
New
development and
growth drivers
are required for
LED players to
survive.
In this field, IR
LEDs represent a
strong axis of
investment and
development. LED roadmap - Towards
new drivers of growth

21
Key manufacturers
IR LEDS
USA:
• XX
• XX
• LED Engin
• XX
• XX
• Fairchild
• XX
• XX under development?
GERMANY:
• Osram SOUTH KOREA
• XX
• XX
• Samsung (for internal use)
• XX (for internal use)
JAPAN:
• XX
• XX
• XX
• Stanley
• XX
• Shinkoh Electronics
• XX
TAIWAN:
• XX
• XX
• Everlight
• XX
• Epileds
• XX
• XX
• XX
• XX
• XX
• Lextar
• XX
• XX
• XX
• Paralight
• XX
• XX
CHINA :
• XX
• XX
• BrightLED
• XX
• Honglitronic
• XX
• Sanan
• XX
• XX
• XX
• XX
• XX
The IR LED industry has quickly grown in the last few years due to strong price pressure on visible LEDs. In the future, we expect
more traditional LED manufacturers to try entering the IR LED market.
More than 40 manufacturers
are involved in IR LEDs.
Most of them are located in
China andTaiwan.

22
Manufacturing process of standard DFB laser
IR LASERS (EELS)
(a) MOCVD epitaxial growth
of semiconductor layers are
grown above the substrate
(b) Etching of the gratings above
the gain region. Gratings are
lithographically defined in a resist
(c) MOCVD epitaxial growth of the
upper material layers (regrowth)
(d) Ridge waveguide etching
prior to electrical isolation
(dielectric) layer deposition
(e) Dielectric deposition and via-
opening or contact opening are
patterned by photolithography and
etching to open a window for metal
contact deposition used for electrical
injection
(f) Metal deposition of p- and n-type
contacts through a metallization
evaporation process.

23
Key challenges
VCSELS
VCSEL is not a
new technology
but there are
still challenges
related to
manufacturing
and to 3D
sensing
applications.
Challenge R&D area
Thermal management • XX
Cost
• Cost of VCSELs is low for small dies with low power but increases rapidly for larger dies used in
3D sensing applications for smartphone or automotive environments.
Material
• VCSELs are mainly manufactured using XX material and emit at wavelengths from XX to XXnm.
• To emit at a longer wavelength i.e.XX or XXnm in the IR range, materials like XX must be
used. Manufacturing is therefore much more complicated to handle.
Manufacturing
• VCSELs are manufactured using MOCVD for epitaxial growth and uniformity is a real challenge as
it will determine the total manufacturing yield.
• Other process steps like mesa etching and oxidation are critical.
Performance • XX

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• For both EELs and LEDs, the majority of patents are related to XX, XX, LiDAR and XX.
• IR EEL patent families mostly focus on XXwith Wuxi Jintianyang XX and XX as top IP applicants.
• IR LED patent families mostly focus on XXwith Osram, XX and XX as top IP applicants.
• Showa Denko is a top IP applicant in optical communication, proximity sensor, horticulture and spectroscopy system but only for IR LEDs.
• XXis a top IP applicant in LiDAR and optical communication while XX is a top IP applicant for horticulture, blood/pressure sensor, gas sensor and
spectroscopy systems for IR EELs.
Number of patent families split by application
LED AND EEL INTELLECTUAL PROPERTY ANALYSIS

25
• The IP landscape is led by industrial players that mostly mention or claim use of VCSEL in datacom and laser printing
applications.
• Despite having no market activity related to VCSELs until its recent acquisition of Vixar, Osram holds 49 patent families related
to VCSELs. Osram’s acquisition of Vixar will strengthen its IP portfolio with six new inventions that show interesting blocking
potential and will provide promising technological building blocks.
Ranking of patent applicants by number of patent families
VCSEL INTELLECTUAL PROPERTY ANALYSIS
More than 1000 patent applicants
are involved in the VCSEL IP
landscape.

26
RELATED REPORTS

Developed in the 1960s, IR light-emitting diodes
(LEDs) and laser diodes (LDs) are not new
technologies, but rather have evolved quickly with
the recent development of solid-state lighting
(SSL). Initially developed for optical communication
applications, LED and LD are now integrated
into high-value functions for datacom/telecom,
consumer, automotive, and industrial applications.
These technologies are part of a new revolution,
with each one finding its own path:
• Initially focused on low-end applications (photo-
interrupters, remote controls, etc.), IR LEDs are
now increasingly implemented into smartphones
for proximity sensing; automotive for gesture
recognition; and VR/AR headsets for eye-
tracking.
• For edge-emitting lasers (EEL), the market has
historically been driven by optical communication
applications. This is likely to continue, given the
always-increasing amount of data exchanged
with optical fiber networks. However, in the
mid-term the technology may also find strong
growth relays in new applications, i.e. LiDAR.
• Today, vertical cavity surface-emitting lasers
(VCSEL) might be the fastest-growing technology.
Having originally found its sweet spot in short-
distance data communication, Apple’s 2017 release
of the iPhone X (which has a 3D sensing function
based on VCSEL technology) has completely
changed the business landscape.
All of these infrared SSL sources have different
semiconductor structures (i.e. epitaxy, front-end,
back-end), emit at different wavelengths/power
outputs, and provide different light-emission
profiles/shapes, thus creating a large variety of
possible specifications - and so too applications.
With increasing interest from the automotive and
consumer industries in photonic technologies, IR
lighting has a bright future ahead.
This report offers an in-depth analysis of all IR light-
source technologies and applications, including: basic
principles, trends, key players, and market size. It
highlights the global landscape for IR light sources,
including classification of applications by wavelength,
market segment, and function. Specific focus is also given
to automotive, smartphone, and datacom applications.
IR LEDS AND LASER DIODES
TECHNOLOGY, APPLICATIONS, AND INDUSTRY TRENDS
Market Technology report - October 2018
A PROLIFERATION OF NEW IR LIGHTING APPLICATIONS, THANKS TO
SOLID-STATE LIGHTING SOURCES
Application proliferation and technology diversity are reshaping the IR light source industry.
WHAT’S NEW
• In-depth analysis of automotive,
smartphone, and datacom/telecom
applications
• Comprehensive review of
emerging applications
• IP landscape analysis for IR LED,
EEL, and VCSEL
KEY FEATURES
• Detailed technical and market
analysis of IR LED and laser diode
applications, with in-depth analysis
of emerging segments
• Analysis of IR system roadmap
• Analysis of IR LED and laser
diode light sources, including the
technology and industry, along
with their integration into sensors
and modules
• 2010 - 2023 IR LED and laser
market forecast, with insights on
trends for 2024 - 2028
OBJECTIVES OF THE REPORT
• Give readers an understanding of
the global landscape related to IR
LED, EEL, and VCSEL
• Review all applications for IR LED,
EEL, and VCSEL, offering insights
into principles, technology, technical
requirements, trends, key players,
and more
• Analyze the technology and
idnsutry behind IR LED and laser
light sources, and their integration
into sensors and modules
• Provide and analyze IR light source
market forecasts for 2010 -2023,
with insights into trends for 2024 -
2028
• Analyze the intellectual property
landscape for IR LED, EEL, and
VCSEL
(Yole Développement, October 2018)
2000 2020
LEDs
EELs
VCSELs
Proximity sensors…
Surveillance cameras, automatic number
plate recognition…
Remote controls, touch screen displays…
Photo interrupters, smoke detectors, pulse oximeters…
LiDAR (automotive)…
Optical communication…
Proximity sensing,
autofocus…
Optical mice…
Optical communication…
Eye tracking, gesture
recognition…
Facial recognition,
LiDAR, gas sensor…
Timeline for major IR lighting applications, by technology
LED vs. EEL vs. VCSEL

IR LEDS AND LASER DIODES – TECHNOLOGY, APPLICATIONS, AND INDUSTRY TRENDS
More than 40 different applications have been identified
as integrating IR SSL sources. Among these, some are
expected to make the IR LED and LD markets boom
in the next five years.
Optical communication, one of the oldest
applications driving the IR light-source market, is still
expected to be one of the major drivers in the coming
years. Indeed, the amount of data exchanged on the
internet is exploding, and will continue to do so with
the emergence of the internet of things (IoT), cloud-
based services, autonomous cars, and more.
Driven by additive manufacturing, industrial
applications are also expected to generate high
revenue in the coming years. Traditional IR light
sources that emit light in all directions and consume
large amounts of energy are starting to be replaced by
VCSEL that can be individually controlled, resulting in
lower energy consumption.
Finally, 3D sensing is expected to be the killer
application for IR light sources. VCSEL’s integration
in the iPhone X for facial recognition has generated
much interest in 3D sensing, and after Apple some key
Android-based smartphone manufacturers are starting
to release new products integrating this technology.
However, 3D sensing is not limited to smartphones.
It also has potential for automotive LiDAR, which
is necessary for the development of ADAS. Not
surprisingly, many start-ups in this field have entered
the market in order to develop this technology and
join the coming revolution.
As a result, the IR light source market is estimated to
reach $1.8B in 2018, increasing to $6.5B in 2023 at a
CAGR2018-2023
of 29%.
This report presents detailed market forecasts in volume
and revenue, by application and by light source technology
(LED vs. EEL vs. VCSEL).
IR light source market forecast - by key segment
Fueled by visible lighting applications, today’s LED
industry is quite mature. Almost all players are
vertically integrated, from epitaxy to packaging. In
this industry, more than 40 IR LED suppliers are
confirmed, with the majority coming from Asia. The
manufacturing process is well controlled and there
are few remaining challenges, except for high-power
and long-/multi- wavelength IR LED devices.
The landscape is quite different for EEL and VCSEL,
where most of the identified players hail from the
U.S. and Europe. The manufacturing process is much
more complex and there is still a need for RD and
engineering to increase device performance and
production yields. As a result, there are a variety of
players with different positioning along the supply
chain: epihouses, foundries, IDMs, fabless players,
and more.
In this context, and since EEL and VCSEL will drive
the bulk of future IR lighting revenue, there is still
a large business opportunity for specialized players
DIFFERENT INDUSTRY STRUCTURE AND MATURITY LEVELS FOR LED, EEL,
AND VCSEL
$624M
$446M $152M
$43M
$2B
$3B $257M
$101M
2018e
2023e
Optical communication
3D Sensing
LiDAR
Industry
CAGR +29%
Total market: $1,8B
Total market: $6,5B
2018 IR lighting players’ ecosystem
LED
VCSEL
EEL
Epiwafer Foundry IDM Fabless Internal Use
Device manufacturers
*Non exhaustive list
IR LIGHT SOURCE MARKET - A POTENTIAL $6.5B OPPORTUNITY IN 2023

MARKET TECHNOLOGY REPORT
COMPANIES CITED IN THE REPORT (non exhaustive list)
A-Bright, Alhua, Alight, Alpha Sense, American Bright, American Opto Plus, Amphenol, Ams, Apple,
APT, Arima Lasers Corporation, Autochim, Autoliv, Avago, Baanto, Bosch, Bridgelux, BrightLED,
BrightWayVision, Broadcom, Callahan Cellular LLC, Cambridge CMOS Sensor, Chronocam, CNI,
Cnoga Medical, Cognitec, Coherent, Consumer Physics, Continental, Daina, Delphi, Delta ID,
Denso, e2v, Edinburgh Sensors, Egismos Technology Corporation, Epistar, Epitex, Everlight, Everstar,
Excelitas, Eye Verify, Fastree 3D, Finisar, FlatVision, Fujitsu, GSS, GTT, Hamamatsu, Harman, Helio,
Heliospectra, Hella, Heptagon, Hitachi, Honglitronic, HPLighting, Hueyjan, , Ibeo, Ideum, II-VI
Incorporated, Imec, Infineon, IniLabs, Intel, IPG Photonic, IrisKing, Iritech, Itswell, Kidde Kodenshi,
Lasermate, Lasertel, LED Engin, Leti, Lextar, LG, Ligitek, LiteOn, Lucky Light, Lumentum Holding,
Luminus Devices, Masimo, Mok San Electronics, Morpho, MSA, Nonin, Oclaro, Omnivision, Optek
Technology, Optotech, Osram, Panasonic, Paralight, Pelco, Philips Lighting, Philips Photonic, Pips
Technology, pmd, Primesense, Princeton Optronics, Prolight Opto Technology, QSI Laser, Quanergy,
Raycan, Renesas, Rohm, Sacher Lasertechnik, Samsung, Santec Corporation, Sensirion, SensL, Sharp,
Shenzhen Mason Technologies, Shenzhen Orient Opto, Shenzhen Refond, SK Hynix, SMI Vision,
SoftKinetic, Sony, STMicroelectronics, Stanley, Sumitomo Electric, Sunpu Opto, Suprema, Syonix,
Tobii, UPEC, US Lasers Inc., Ushio, Vaisala, Valeo, Velodyne, Vertilas, Vishay, Vixar, VTT, Winsen,
Zephyr Photonics...

IR LED/Laser Landscape 47
From IR lamps to IR LEDs and lasers (IR light sources,
wavelengths and applications)
Classification of IR LED/laser applications (by
wavelength market segment, function, light source
and package type)
IR LED/Laser Market 68
Overview by application
IR light source LED and laser diode market
Focus on IR LED market (volume/revenue by
application and package power/type)
Focus on IR EEL market (volume/revenue by
Focus on IR VCSEL market (volume/revenue by
10 years trend
IR LEDs And Lasers In Automotive Applications 104
Applications (exterior and interior)
Industry (manufacturers, integrators and supply chain)
Light sources (applications, opportunities and
challenges, integration aspects and roadmap)
IR LEDs And Lasers In Smartphone Applications 142
Applications
IR LEDs And Lasers In Datacom/Telecom
Applications 184
Applications
IR LED And Laser Light Sources 209
IR LEDs (status of the industry, key manufacturers,
manufacturing process and key challenges)
EELs (status of the industry, key manufacturers,
VCSELs (status of the industry, key manufacturers,
Intellectual Property Analysis 231
IR LEDS and EELs (timeline of IP activity, geographic
mapping of patent applications, ranking of patent
applicants, main IP players and newcomers)
IR VCSELs (timeline of IP activity, geographic mapping
of patent applications, ranking of patent applicants,
main IP players and newcomers)
Conclusion 258
TABLE OF CONTENTS (complete content on i-Micronews.com)
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As part of the Photonics,
SensingandDisplaydivision
at Yole Développement
(Yole), Pierrick Boulay 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.
Pierrick holds a master degree in Electronics
(ESEO - France).
AUTHORS
Pars Mukish holds
a master degree in
Materials Science and
Polymers (ITECH - France) and a master
degree in Innovation and Technology
Management (EM Lyon - France). Since
2015, Pars has taken on responsibility
for developing SSL and Display activities
activities as Business Unit Manager at Yole
Développement (Yole). Pars is part of the
Photonics, Sensing and Display division
at Yole. Previously, he has worked as
Marketing Analyst and Techno-Economic
Analyst for several years at the CEA
(French Research Center).
(epihouses and foundries primarily, but also
designers). This is related to the manufacturing
process, which still must be optimized, and also
to the challenges of integrating light sources into
packages and/or systems. Indeed, VCSEL and EEL
can be combined with complex optics: for example,
the dot projector used in facial recognition; or
integrated in packages for optical communication
and its future evolution: silicon photonics.
This report presents an analysis of IR SSL source
industries, including a map of manufacturers, insights
into manufacturing processes and technology,
positioning within the supply chain, and current
limitations/challenges. This report also describes IR
system roadmaps in key market segments such as
datacom, smartphones, and automotive.

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• Reverse engineering costing
• Patent analysis
• Design and characterization of
innovative optical systems
• Financial services (due diligence,
MA with our partner)
www.yole.fr
o Syndicated reports
• Market technology reports
• Patent investigation and patent
infringement risk analysis
• Teardowns reverse costing
analysis
• Cost simulation tool
www.i-Micronews.com/reports
o Media
• i-Micronews.com website
• @Micronews e-newsletter
• Communication webcast
services
• Events:TechDays,forums,…
www.i-Micronews.com

6 COMPANIES TO SERVEYOUR BUSINESS
Due diligence
www.yole.fr
Manufacturing costs analysis
Teardown and reverse engineering
Cost simulation tools
www.systemplus.fr
Market,technology and strategy
consulting
www.yole.fr
IP analysis
Patent assessment
www.knowmade.fr
Innovation and business maker
www.bmorpho.com
Design and characterization of
innovative optical systems
www.piseo.fr
Yole Group of Companies

OUR GLOBAL ACTIVITY
30%of our business
40%of our business
30%of our business
Greater
China office
Yole Japan
HQ in Lyon
Nantes
Paris
Nice
Vénissieux
Europe office
Frankfurt
Hsinchu
Tokyo
Yole Inc.
Phoenix
Yole Korea
Seoul
Palo Alto

ANALYSIS SERVICES - CONTENT COMPARISON
Technology
and Market
Report
Leadership
Meeting
QA
Service
Depth of the analysis
Breadthoftheanalysis
Meet the
Analyst
Custom
Analysis
High
High
Low

SERVINGTHE ENTIRE SUPPLY CHAIN
Our analysts
provide
market
analysis,
technology
evaluation,
and business
plans along
the entire
supply chain
Integrators,end-
users and software
developpers
Device manufacturers
Suppliers:material,equipment,
OSAT,foundries…
Financial investors,RD centers

SERVING MULTIPLE INDUSTRIAL FIELDS
We work
across
multiples
industries to
understand
the impact of
More-than-
Moore
technologies
from device
to system
FromA to Z…
Transportation
makers
Mobile phone
and
consumer
electronics
Automotive
Medical
systems
Industrial
and defense
Energy
management

o Yole Développement, System Plus Consulting, KnowMade and PISEO, all part of Yole Group of Companies, keep on increasing their collaboration to offer, in 2018, a
collection of 150+ reports. Combining respective expertise and methodologies from the 4 companies, the reports aim to provide market technology analysis, patent
investigation and patent infringement risk analysis, teardowns reverse costing analysis.They cover:
o You are looking for:
• An analysis of your product market
• A review of your competitors evolution
• An understanding of your manufacturing and production costs
• An understanding of your industry technology roadmap and related IPs
• A clear view on the evolution of the supply chain…
Our reports are for you!
The combined team of 60+ experts (PhDs, MBAs, industry veterans…) from Yole Développement, System Plus Consulting, KnowMade and PISEO, collect information,
identify the trends, the challenges, the emerging markets, the competitive environments and turn it into results to give you a complete picture of your industry
landscape.
In the past 20 years, we worked on more than 1 700 projects, interacting with technology professionals and high level opinion makers from the main players of the
industry.
o In 2018, Yole Group of Companies plan to publish +150 reports.Gain full benefit from our Bundled Offer and receive at least a 36% discount.
REPORTS COLLECTION
www.i-Micronews.com
• MEMS Sensors
• RF devices technologies
• Imaging
• Medical technologies (MedTech)
• Photonics
• Advanced packaging
• Manufacturing
• Advanced substrates
• Power electronics
• Batteries and energy management
• Compound semiconductors
• Solid state lighting
• Displays
• Software
• Memory

OUR 2018 REPORTS COLLECTION (1/4)
MEMS SENSORS
o MARKET AND TECHNOLOGY REPORT – by Yole Développement
− Status of the MEMS Industry 2018 – Update
− Silicon Photonics 2018 – Update
− Consumer Biometrics: Hardware Software 2018 – Update
− Inkjet Functional and Additive Manufacturing for Electronics 2018
− Fingerprint Sensor Applications and Technologies – Consumer Market Focus 2017
− Sensors and Sensing Modules for Smart Homes and Buildings 2017
− Acoustic MEMS and Audio Solutions 2017
− MEMS Sensors for Automotive Market Technology Trends 2017
− High End Inertial Sensors 2017
− Magnetic Sensor 2017
o REVERSE COSTING® – STRUCTURE, PROCESS COST REPORT
– by System Plus Consulting
− Piezo MEMS 2018 *
o PATENT ANALYSES – by KnowMade
− MEMS Microphone – Patent Landscape Analysis
− Knowles MEMS Microphones in Apple iPhone 7 Plus – Patent-to-Product
Mapping 2017
o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade
− MEMS Pressure Sensor 2018 – Market Technology Report
− MEMS Pressure Sensor Comparison 2018 – Structure, Process Cost Report
− Air Quality Sensors 2018 – Market Technology Report
− Air Quality Sensors Comparison 2018 – Structure, Process Cost Report
− LiDARs for Automotive and Industrial Applications 2018 – Market
Technology Report
− LiDAR for Automotive 2018 – Patent Landscape Analysis
− MEMS Packaging 2017 – Market Technology Report
− MEMS Packaging Comparison 2017 – Structure, Process Cost Report
RF DEVICES ANDTECHNOLOGIES
− Wireless technologies (Radar, V2X) for Automotive 2018
− RF Standards and Technologies for Connected Objects 2018
− RF Photonic Components Technologies for 5G Infrastructure2018
o REVERSE COSTING® – STRUCTURE, PROCESS COST REPORT– by System
Plus Consulting
− Automotive Radar Comparison 2018
− RF Acoustic Wave Filters 2017 – Patent Landscape Analysis
o LINKED REPORTS – by Yole Développement, System Plus Consulting andKnowMade
− 5G impact on RF Front End Modules and Connectivity for Cellphones 2018 – Market
Technology Report – Update
− RF Front-End Module Comparison 2018 – Structure, Process Cost Report
− RF Front End Modules for Cellphones 2018 – Patent Landscape Analysis
− Advanced RF System-in-Package for Cellphones 2018 – Market Technology
Report – Update*
− Advanced RF SiPs for Cell Phones Comparison 2017 – Structure, Process
Cost Report
− RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023
Market Technology Report – Update
− RF GaN Comparison 2018* – Structure, Process Cost Report
− RF GaN 2018 – Patent Landscape Analysis
SOFTWARE
− Consumer Biometrics: Sensors Software 2018 – Update
− Processing Hardware and Software for AI 2018 - Vol. 1 2
− Embedded Software in Vision Systems 2017
Update : 2017 version still available / *To be confirmed

IMAGING OPTOELECTRONICS
− Status of the Compact Camera Module and Wafer Level Optics
− Industry 2018 – Update
− 3D Imaging and Sensing 2018 – Update
− Sensors for Robotic Vehicles 2018
− Machine Vision for Industry and Automation 2018
− Imagers and Detectors for Security and Smart Buildings 2018
− Uncooled Infrared Imagers 2017
− iPhone X Dot Projector – Patent-to-Product Mapping
− Status of the CMOS Image Sensor Industry 2018 – Market Technology Report -
Update
− CMOS Image Sensor Comparison 2018 – Structure, Process Cost Report
− CMOS Image Sensors Monitor 2018* – Quaterly Update**
− Camera Module 2017 – Market Technology Report
− Compact Camera Module Comparison 2018 – Structure, Process Cost Report
− LiDARs for Automotive and Industrial Applications 2018 – Market Technology
Report
− LiDAR for Automotive 2018 – Patent Landscape Analysis
ADVANCED PACKAGING
− Status of Advanced Packaging Industry 2018 – Update
− Status of Advanced Substrates 2018: Embedded Die andInterconnects,
Substrate Like PCB Trends
− 3D TSV and Monolithic Business Update 2018 – Update
− Power Modules Packaging 2018 – Update
− Discrete Power Packaging 2018 – Update*
− Status of Panel Level Packaging 2018
− Trends in Automotive Packaging 2018
− Hardware and Software for AI 2018 - Vol. 1 2
− Integrated Passive Devices (IPD) 2018
− Thin-Film Integrated Passive Devices 2018
− Memory Packaging Market and Technology Report 2018 – Update*
− Hybrid Bonding for 3D Stack – Patent Landscape Analysis
o LINKED REPORTS– by Yole Développement and System Plus Consulting
− Advanced RF System-in-Package for Cellphones 2018 – Market Technology Report -
Update*
− Advanced RF SiPs for Cell Phones Comparison 2017 – Structure, Process
Cost Report
− Fan-Out Packaging 2018 – Market Technology Report – Update*
− Fan-Out Packaging Comparison 2018* – Structure, Process Cost Report
MANUFACTURING
− Wafer Starts for More Than Moore Applications 2018
− Equipment for More than Moore: Technology Market Trends
for Lithography Bonding/Debonding 2018
− Polymeric Materials for wafer-level Advanced Packaging 2018
− Laser Technologies for Semiconductor Manufacturing 2017
− Glass Substrate Manufacturing in the Semiconductor Field 2017
− Equipment and Materials for Fan-Out Packaging 2017
− Equipment and Materials for 3D TSV Applications 2017
o LINKED REPORTS – by Yole Développement and System Plus Consulting
− Equipment for More than Moore: Technology Market Trends for
Lithography Bonding/Debonding 2018 – Market Technology Report
− Wafer Bonding Comparison2018 – Structure, Process Cost Report

MEMORY
− Emerging Non Volatile Memory 2018 – Update
− Memory Packaging Market and Technology Report 2018 – Update*
o QUARTERLY UPDATE – by Yole Développement**
− Memory Market Monitor 2018 (NAND DRAM)
o MONTHLY UPDATE – by Yole Développement**
− Memory Pricing Monitor 2018 (NAND DRAM)
o REVERSE ENGINEERING COSTING REVIEW – by System Plus Consulting
− DRAM Technology Cost Review 2018
− NAND Memory Technology Cost Review 2018
− 3D Non-Volatile Memories – Patent Landscape
COMPOUND SEMICONDUCTORS
− Status of Compound Semiconductor Industry 2018*
− GaAs Materials, Devices and Applications 2018
− InP Materials, Devices and Applications 2018
− Bulk GaN Substrate Market 2017
− Power SiC 2018: Materials, Devices, and Applications – Market Technology
Report – Update
− SiC Transistor Comparison 2018 – Structure, Process Cost Report
− Power SiC 2018 – Patent Landscape Analysis
− Power GaN 2018: Materials, Devices, and Applications – Market Technology Report
– Update
− GaN-on-Silicon Transistor Comparison 2018 – Structure, Process Cost Report
− Status of the GaN IP – Patent Watch 2018 Patent Activity 2017
− RF GaN Market: Applications, Players, Technology, and Substrates 2018-2023
– Market Technology Report – Update
− RF GaN – Patent Landscape Analysis
POWER ELECTRONICS
− Status of Power Electronics Industry 2018 – Update
− Discrete Power Packaging 2018 – Update*
− Power Electronics for Electric Vehicles 2018 – Update
− Integrated Passive Devices (IPD) 2018
− Wireless Charging Market Expectations and Technology Trends 2018
− Thermal Management Technology and Market Perspectives in Power
− Electronics and LEDs 2017
− Gate Driver 2017
− Power MOSFET 2017
− IGBT 2017
− Market Opportunities for Thermal Management Components in
Smartphones 2017
o LINKED REPORTS – by Yole Développement, System Plus Consulting
and KnowMade
− Power Modules Packaging 2018 – Market Technology Report – Update
− Automotive Power Module Packaging Comparison2018 – Structure,
Process Cost Report
− Power ICs Market Monitor 2018 – Quaterly Update**
− Power ICs Market Comparison 2018* – Structure, Process Cost Report
BATTERY AND ENERGY MANAGEMENT
− Li-ion Battery Packs for Automotive and Stationary Storage Applications 2018 –
Update
− Status of the Battery Patents – Patent Watch 2018 Patent Activity 2017
o LINKED REPORTS – by Yole Développement and KnowMade
− Solid State Electrolyte Battery 2018 – Market Technology Report
− Solid-State Batteries 2018 – Patent Landscape Analysis
Update : 2017 version still available / *To be confirmed / ** Can not be selected within an Annual Subscription offer

SOLID STATE LIGHTING
− IR LEDs and Lasers 2018: Technology, Industry and Market Trends – Update
− Automotive Lighting 2018: Technology, Industry and Market Trends – Update
− UV LEDs 2018: Technology, Industry and Market Trends – Update
− LiFi: Technology, Industry and Market Trends
− LED Lighting Module Technology, Industry and Market Trends 2017
− CSP LED Lighting Modules
− Phosphors Quantum Dots 2017 - LED Downconverters for Lighting Displays
− Horticultural Lighting 2017
o LINKED REPORTS – by Yole Développement and System Plus Consulting
− VCSELs 2018: Technology, Industry and Market Trends – Market Technology
Report
− VCSELs Comparison 2018 – Structure, Process Cost Report
DISPLAYS
− Quantum Dots and Wide Color Gamut Display Technologies 2018 – Update
− Displays and Optical Vision Systems for VR/AR/MR 2018
− MicroLED Displays 2018 – Market Technology Report – Update
− MicroLED Display – Patent Landscape Analysis
MEDTECH
− BioMEMS Non Invasive Emerging Biosensors: Microsystems for Medical
− Applications 2018 – Update
− Point-of-Need Testing Application of Microfluidic Technologies 2018 – Update
− Neurotechnologies and Brain Computer Interface 2018
− CRISPR-Cas9 Technology: From Lab to Industries 2018
− Ultrasound technologies for Medical, Industrial and Consumer 2018
− Inkjet Functional and Additive Manufacturing for Electronics 2018
− Liquid Biopsy: from Isolation to Downstream Applications 2018
− Chinese Microfluidics Industry 2018
− Scientific Cameras for the Life Sciences Analytical Instrumentation
Laboratory Markets 2018*
− Artificial Organ Technology and Market 2017
− Connected Medical Devices Market and Business Models 2017
− Status of the Microfluidics Industry 2017
− Organs-On-Chips 2017
− Solid-State Medical Imaging 2017
− Medical Robotics Market Technology Analysis 2017
− Microfluidic IC Cooling – Patent Landscape
− Circulating Tumor Cell Isolation – Patent Landscape
− OCT Medical Imaging – Patent Landscape
− Pumps for Microfluidic Devices – Patent Landscape 2017
− Microfluidic Technologies for Diagnostic Applications– Patent Landscape 2017
− FLUIDIGM – Patent Portfolio Analysis 2017
− Consumer Physics SCiO Molecular Sensor – Patent-to-Product Mapping 2017
− Organs-On-Chips 2017 – Market Technology Report
− Organ-on-a-Chip– Patent Landscape Analysis

OUR 2017 PUBLISHED REPORTS LIST (3/3)
OUR PARTNERS’ REPORTS
PATENT ANALYSES – by KnowMade
− Wireless Charging Patent LandscapeAnalysis
− RF Acoustic Wave Filters Patent LandscapeAnalysis
− NMC Lithium-Ion Batteries Patent LandscapeAnalysis
− Pumps for Microfluidic Devices Patent Landscape
− III-N PatentWatch
− FLUIDIGM Patent Portfolio Analysis
− Knowles MEMS Microphones in Apple iPhone 7 Plus Patent-to-Product Mapping 2017
− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping
− Patent Licensing Companies in the Semiconductor Market - Patent Litigation Risk and Potential Targets
− Microfluidic Technologies for Diagnostic Applications Patent Landscape
TEARDOWN REVERSE COSTING – by System Plus Consulting
More than 60 teardowns and reverse costing analysis and cost simulation tools published in 2017
MORE INFORMATION
o All the published reports from theYole Group of Companies are available on our website www.i-Micronews.com.
o Ask for our Bundle Subscription offers: With our bundle offer, you choose the number of reports you are interested in and select the related offer. You then haveup
to 12 months to select the required reports from the Yole Développement, System Plus Consulting and KnowMade offering. Pay once and receive the reports
automatically (multi-user format). Contact your sales team according to your location (see the last slide).

MICRONEWS MEDIA
o About Micronews Media
To meet the growing demand for market,
technological and business information,
Micronews Media integrates several tools able
to reach each individual contact within its
network.We will ensure you benefit from this.
ON L IN E ON SITE IN PERSON
@Micronews e-newsletter
i-Micronews.com
i-Micronewsjp.com
FreeFullPDF.com
Events Webcasts
Unique, cost-effective ways
to reach global audiences.
Online display advertising
campaigns are great strategies
for improving your
product/brand visibility.They
are also an efficient way to
adapt with the demands of the
times and to evolve an effective
marketing plan and strategy.
Brand visibility,networking
opportunities
Today's technology makes it
easy for us to communicate
regularly, quickly,and
inexpensively – but when
understanding each other is
critical, there is no substitute
for meeting in-person.Events
are the best way to exchange
ideas with your customers,
partners, prospects while
increasing your brand/product
visibility.
Targeted audience
involvement equals clear,
concise perception of your
company’s message.
Webcasts are a smart,
innovative way of
communicating to a wider
targeted audience.Webcasts
create very useful,dynamic
reference material for
attendees and also for
absentees, thanks to the
recording technology.
Benefit from the i-Micronews.com
traffic generated by the 11,200+
monthly unique visitors, the
10,500+ weekly readers of
@Micronew se-newsletter
Several key events planned for
2018 on different topics to
attract 120 attendees on average
Gain new leads for your business
from an average of 340
registrants per webcast
Contact: Camille Veyrier (veyrier@yole.fr),Marketing Communication Project Manager

CONTACT INFORMATION
o CONSULTINGANDSPECIFICANALYSIS,REPORT
BUSINESS
• North America:
• Steve LaFerriere, Senior Sales Director for Western US
Canada
Email: laferriere@yole.fr – + 1 310 600-8267
• Troy Blanchette, Senior Sales Director for Eastern US
Canada
Email: troy.blanchette@yole.fr – +1 704 859-0453
• Japan Rest ofAsia:
• Takashi Onozawa, General Manager,Asia Business
Development (Korea, Singapore, India ROA)
Email: onozawa@yole.fr - +81 34405-9204
• Miho Othake, Account Manager (Japan)
Email: ohtake@yole.fr - +81 3 4405 9204
• Itsuyo Oshiba, Account Manager (Japan)
Email: oshiba@yole.fr - +81-80-3577-3042
• Greater China: MavisWang, Director of Greater China Business
Development
Email: wang@yole.fr - +886 979 336 809
• Europe: Lizzie Levenez,EMEA Business Development Manager
Email: levenez@yole.fr - +49 15 123 544 182
• RoW: Jean-Christophe Eloy,CEO President,Yole Développement
Email eloy@yole.fr - +33 4 72 83 01 80
o FINANCIAL SERVICES (in partnershipwithWoodside
CapitalPartners)
• Jean-Christophe Eloy,CEO President
Email: eloy@yole.fr - +33 4 72 83 01 80
• Ivan Donaldson,VP of Financial Market Development
Email: ivan.donaldson@yole.fr - +1 208 850 3914
o GENERAL
• Public Relations: leroy@yole.fr - +33 4 72 83 01 89
• Email: info@yole.fr - +33 4 72 83 01 80
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