5G’s Impact on Telecom Infrastructure 2019 report by Yole Développement

From Technologies to Market
5G Impact onTelecom
Infrastructure 2019
Sample
@2019
Market and Technology
Report 2019

2
TABLE OF CONTENTS
Glossaries & definitions 2
Table of contents 4
Scope of the report 5
Methodology 6
The authors 7
Companies list 8
What we got right/what we wrong? 9
Three pages summary 10
Executive summary 13
Market forecasts 31
Market trends 43
5G Infrastructure general market dynamics 44
Market shares & supply chain 59
Technology trends 75
Basics of telecom infrastructure 76
ModulationTechniques 112
Beamforming, MIMO and Massive MIMO 127
Radio Access Networks (RAN) 136
Network slicing 143
5G Spectrum 148
Power amplifiers substrates 169
Outlooks 173
Related reports 175

3
Antoine BONNABEL
Antoine Bonnabel is a Technology & Market Analyst for the Power & Wireless team at Yole Développement (Yole). He carries out technical,
marketing, and strategic analyses focused on RF devices, related technologies, and markets. Prior to Yole, Antoine was R&D Program Manager for
DelfMEMS (FR), a company specializing in RF switches, where he supervised Intellectual Property and Business Intelligence activities. Additionally, he
has co-authored several market reports and is co-inventor of three patents in RF MEMS design. Antoine holds an M.Sc. in Microelectronics from
Grenoble Institute of Technologies (France) and an M.Sc. in Management from Grenoble Graduate School of Business (France).
E-mail: bonnabel@yole.fr
Cédric MALAQUIN
As a Technology & Market Analyst specializing in RF devices & technologies at Yole Développement (Yole), Cédric Malaquin is involved in the
development of technology & market reports as well as the production of custom consulting projects. Prior to working with Yole, Cédric was
employed at Soitec as a Process Integration Engineer for nine years, and then as an Electrical Characterization Engineer for six years. Cédric has
contributed heavily to FDSOI and RFSOI product characterization and has authored or co-authored three patents and five international publications
in the semiconductor field. Cédric graduated from Polytech Lille in France with an Engineering degree in Microelectronics and Material Sciences.
Email: malaquin@yole.fr
5G Impact on Telecom Infrastructure 2019 | Sample | www.yole.fr | ©2019
ABOUT THE AUTHORS
Biographies & contacts

4
Sprint,Verizon, Huawei, Ericsson, Nokia, ZTE, Samsung, NTT DOCOMO, GSMA, NEC, Fujitsu, Qorvo, Skyworks, Sumitomo
Electric, Infineon, NXP, RFHIC, MACOM, CREE,Wolfspeed,AMPLEON, Broadcom,AT&T, Spire, KT Telecom, LG U+, SK,Telecom,
Analog, Devices, Qualcomm, Commscope, IDT, Keysight Technologies, Linköping University,Telefonica, SigFox, Murata, LG, Intel,
and more.
COMPANIES CITED IN THIS REPORT

5
SCOPE OF THE REPORT
The report
covers the
global RF
infrastructure
market for
4G/5G down
to RF lines
level.
Macro-sites, outdoor small cells and Backhaul for 4G/5G
Antenna technologies
Frequency and power split
RF architecture and RF line characterization
RF front-end detailed components
Included
Included
Included
Included
Not included*
*This will be addressed in our next report : “Active and Passive antenna systems for telecom infrastructure”

6
REPORT OBJECTIVES
• Provide an overview of the 4G/5G telecom infrastructure market
• Analyze geographical trends regarding 5G adoption and antenna
technology / frequency band choices
• Outline market evolution from macro antenna systems to
individual RF lines, split in frequency and power level
• Offer a comprehensive approach of the technologies
encompassing 5G, from modulation to signal beamforming
• Explain the difference between antenna systems and their role in
5G component characteristics definitions
Ecosystem
Market
Techno

7
DEFINITIONS
What is the “cellular network”?
Cellular
networks are
the collection
of cell areas of
different sizes.
Simplified vision of macro-site coverage
Source:Tnuda Center
5G sub-6 macro cell and mmWave
small cells network illustration.
Source: Qualcomm
Cellular network illustration.
Source: Qorvo

8
DEFINITIONS
Cellular network structure
Different cell
types with
structures
emitting at
different
power levels
are used in a
cellular
network.
• Cellular networks get their name from the arrangement of the covered zones into cells. Cells can be any shape or
any size, but depending on the geographical topology of the cell, the base station will emit more or less power.
• One trend is at densifying the network using small cells, while upgrading already existing macro-sites.

9
DEFINITIONS
Three frequency ranges to address 5G
Advances in
4G in sub 6
GHz range
(labeled 5G
Sub 6 GHz)
will go in
parallel with
5G mmWave
developments.
2G
4G /
4G+
5G
mmWave
5G
Sub 1 GHz
 Upgrade of 4G technology - incremental innovation
 Will stay at frequencies < 6 GHz
 Modification of current RF packaging architectures
 Minimal change in BOM
 mmWave 5G technology - disruptive innovation
 Introduction of mmWave frequencies >24 GHz
 Adoption off new packaging architectures and
platforms
 Heavy design changes and new materials required
5G
Sub 6 GHz
 Used frequencies <1GHz
 To address transfer of data generated by many IoT
end devices (mainly sensors)
 Still undefined standards/protocols
 Little to no innovation regarding semiconductor
packaging
3G

10
DEFINITIONS
How does 5G relate to infrastructure?
5G for
infrastructure
is divided in
three different
blocks.
5G
New modulation
techniques
New frequencies
(Sub 6 + mm
Wave)
Cloud-
RAN
Network
slicing
5G
markets
Enterprise
Consumer
V2X
Industry
(IoT)
Infrastructure
RF innovation:
MIMO, mMIMO,
beamforming
Macro-cell / small
cell / Pico-cell
deployments
Front-End
innovation (RRH,
active antenna)
Backhaul
innovation (Dual
frequency)

11
MARKET TRENDS
What are 5G commercial use cases?
Markets
Enterprise
(NaaS)
Consumer
(eMMB)
V2X
(URLLC)
Industry
(mMTC)
mmWave
Small Cells
Sub6 Small
Cells
Sub6 macro-
sites
Sub6 roadside
macro-sites
Sub6 roadside
small cells
Interest in US &
Korea
Interest in
Japan
Interest in
developed
countries
2020 2025
Interest in US, Japan,
Korea & China
Interest in US, Japan,
Korea & China
Worldwide interest
No will for investment
No commercial use case
2020
2025
Low will for investment
Expected use case
No will for investment
No commercial use case
Will for investment
Expected use case
In-fab Sub6
Small Cells
Sub6 macro-
sites
Global
interest
20202025
No interest
Interest via NB
IoT / Cat M
Global
interest
In building mmwave
small cells
Pico/Femto cells
No interest2020
2025
Common in USA, Japan,
Korea
Interest in USA
Common in USA, Japan,
Korea
2020
2025

12
MARKET TRENDS
5G deployment region by region
2020 2023 2025 2030
Sub6 macro sites
mmWave small cells
Sub6 small cells
Legend:

13
MARKET TRENDS
Infrastructure provider positioning
Infrastructure
players
positioning
depends on
technology
and on
location.
Volumes and interest level
Low High 5G Impact on Telecom Infrastructure 2019 | Sample | www.yole.fr | ©2019

14
MARKET SHARES & SUPPLY CHAIN
Telecom infrastructure players market evolution.
Huawei will
compensate
Chinese ban
losses by LTE
deployments in
developing
markets.
Samsung will
rise as direct
competitor.
AREA
Developed countries
benefit from Chinese
ban
China offers advantage to
Huawei for macro site 5G
India and RoW go for low
cost high band LTE
Chinese ban subsists in
most developed countries
Chinese companies benefit
from their lower cost for India
and RoW LTE coverage
China invest to stimulate
Chinese innovation
Samsung is
sought as third
source in
developed
countries
Samsung has
leadership in
small cells
worldwide
++-= = =2018-2025 global
market share evolution
Market penetration
evolution
Reduction Increase

15
TECHNOLOGY TRENDS
Power vs. Frequency characteristics 2019
Source:Yole
1000
Output
Power(W)
100
10
1
0.1
0 Frequency(GHz)1 2 4 8 >20
Legend
5G Sub6 RRHLTE RRHLTE RRH
Macro-sites
Active antennas
< 32 elements
Macro-sites
Active antennas
< 32 elements
Macro-sites
Active antennas
> 32 elements
LTE small cells
5G Sub6 small cells mmWave small cells
Backhaul
LDMOS GaAs GaN

16
TECHNOLOGY TRENDS
Power vs. Frequency characteristics 2025
Source:Yole
1000
Output
Power(W)
100
10
1
0.1
0 Frequency(GHz)1 2 4 8 >20
Legend
5G Sub6 RRH
5G Sub6
Active antennas / Massive MIMO
(32 – 128 elements)
mmWave small cells
Backhaul
LDMOS GaAs GaN CMOS

17
FORECAST EXAMPLES

18
FORECAST EXAMPLES

19
Contact our
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YOLE GROUP OF COMPANY RELATED REPORTS
RF GaN Market:Applications,
Players,Technology
and Substrates 2019
Radar andWireless for
Automotive: Market and
TechnologyTrends 2019
5G Impact on RF Front-End
Modules & Connectivity for
Cellphones 2018
Antenna for 5G and 5G-related
Applications 2019 - Patent
Landscape Analysis
Yole Développement and KnowMade

The telecom infrastructure market has not moved
much in the past decade in terms of the value of
operators’ investments. Customer pricing also
keeps decreasing, and building new infrastructure
keeps showing smaller and smaller returns
on investments for telecom operators. In this
context, an attempt to create new markets and
enlarge operators’ reach to customers beyond
mobile phones created 5G. By modifying the
network to allow for ultra-fast, ultra-reliable
and ultra-flexible communications, 5G’s aim is to
expand to new opportunities, such as enterprise-
owned networks, industrial automation or road
safety. Nevertheless this is a bet on the future,
and actual infrastructure market growth is not
expected in the foreseeable future at site level.
Yole Développement (Yole) expects the global
market to remain steady and oscillate between 1.7
and 2 million macro site antenna systems shipped a
year between 2018 and 2025. On the other hand, a
new type of smaller infrastructure should still see
notable growth. That infrastructure is referred to
as ‘small cells’, and should reach shipment levels
in the eight hundred thousands of units by 2025.
5G’S IMPACT ON TELECOM INFRASTRUCTURE 2019
Market & Technology Report - June 2019
5G –ANATTEMPTTO ENLARGEA STEADY,CONSOLIDATED MARKET
Network evolution and 5G implementation are driving massive structural changes.
REPORT KEY FEATURES
• Infrastructure market split
by antenna system technology,
by region
• Volumes of infrastructure RF line
products, characterized by power
level and frequency
• Key infrastructure players
positioning
• Regional market trends for 5G
implementation
• Technological comprehensive
description of 4G/5G networks
• Explanation of 5G market trends
and market interests
(Yole Développement, June 2019)
5G commercial uses cases – 2020 vs. 2025
A CONSOLIDATED MARKET,RECENTLY DESTABILIZED
In the infrastructure market, consolidation has
already occurred and it is dominated by only a
few players, namely Huawei, Ericsson, Nokia, ZTE
and Samsung. But even though no new entrant
is expected, some major changes are happening.
They are due to recent geopolitical events, such as
Huawei’s ban in the US, and the low interest in 5G
in developing countries. The players will remain
the same, but their market share will evolve.
Yole’s analysts expect Samsung to sharply increase
its global presence thanks to both its expertise in
small cell developments and the ban on Chinese
technology in developed countries. Indeed, one of
the outcomes is that operators will need Samsung
to increase its presence, as dealing with only
two infrastructure suppliers, namely Nokia and
Ericsson, represents a sourcing risk.
The global landscape at network level will not
move much before 2025. But it will definitely
change in terms of technology and antenna
systems, thus completely restructuring the radio
frequency (RF) component industry. On one hand
frequencies are going from less than 3 GHz to
up to 6 GHz for macro deployments, while small
cells exploit millimetre-wavelengths (mm-waves).
Meanwhile RF line power levels in front-ends
will decrease from a few hundred watts to down
to a few watts in macro site antenna systems,
thanks to massive MIMO and active antenna
Markets
Enterprise
(NaaS)
Consumer
(eMMB)
V2X
(URLLC)
Industry
(mMTC)
mmWave small
cells
Sub6 small
cells
Sub6 macro-
sites
Sub6 roadside
macro-sites
Sub6 roadside
small cells
Interest in
US Korea
Interest in
Japan
Interest in
developed
countries
Interest in US,
Japan, Korea
China
Worldwide
interest
No will for investment No commercial
use case
Low will for
investment
Expected use case
Will for
investment
Expected use case
In-fab Sub6
small cells
Sub6 macro-
sites
Global
interest
2020
2025
No interest
Interest via
NB IoT /
Cat M
Global
interest
In building mmwave
small cells
Pico/Femto cells
No interest
Common in USA,
Japan, Korea
Interest in USA
Common in USA,
Japan, Korea

Infrastructure power amplifiers technology landscape in 2019
Telecom infrastructure landscape evolution 2018-2025
5G’S IMPACT ON TELECOM INFRASTRUCTURE 2019
RF FRONT END CHARACTERISTICSARE DRIVEN BYANTENNA SYSTEM
TECHNOLOGY EVOLUTION
The most common antenna system today is the
combination of a remote radio head (RRH) with a
passive antenna array for signal transmission. This
combination uses high power components, with
a few RF lines per system handling up to a few
hundred watts of RF power each. These devices are
expected to remain the main approach for coverage
deployments in developing countries and China, or
in rural areas. On the other hand, in zones where
network improvement is sought instead of higher
coverage, the trend is for new generations of antenna
systems that include beamforming and multiple
streams. These new antenna technologies are active
antennas, meaning that each and every single antenna
element will have a dedicated low power RF front-
end feeding it. This is a drastic change of approach
as it means that instead of a few RF feeds of about
a hundred watts, the system will see up to 64 feeds
of a few watts each. This changes the component
types, their substrates, their form factors, their
key characteristics, and so on. Small cells and mm
waves will also bring innovations, with the need for
components working on frequency bands in the tens
of GHz, and at power levels down to a hundred mWs.
This is creating a completely new market, and new
opportunities for new entrants.
systems implementation. With these new higher
frequencies, the GaN players like Sumitomo Electric
Device Innovations, Cree, Qorvo and RFHIC should
see growing interest in their products. Also, very
low power levels are required for future small cell
developments, in the hundreds of mW per RF line
in small cells. Giants from the mobile RF front end
industry like Broadcom and Skyworks are expected
to come and compete with infrastructure players in
the longer term.
AREA
Developed countries
benefit from Chinese
ban
China offers advantage to
Huawei for macro site 5G
India and RoW go for low
cost high band LTE
Chinese ban subsists in
most developed countries
Chinese companies benefit
from their lower cost for
India and RoW LTE coverage
China invest to stimulate
Chinese innovation
Samsung is
sought as third
source in
developed
countries
Samsung has
leadership in
small cells
worldwide
Market penetration
evolution
Reduction Increase
++-= = =2018-2025 global
market share evolution
1000
Output
Power(W)
100
10
1
0.1
0 Frequency(GHz)1 2 4 8 20
Legend
5G Sub6 RRHLTE RRHLTE RRH
Macro-sites
Active antennas
32 elements
Active antennas
32 elements
Active antennas
32 elements
LTE small cells
5G Sub6 small cells mmWave small cells
Backhaul
LDMOS GaAs GaN
Macro-sites
Macro-sites

MARKET TECHNOLOGY REPORT
COMPANIES CITED IN THE REPORT (non exhaustive list)
Sprint, Verizon, Huawei, Ericsson, Nokia, ZTE, Samsung, NTT DOCOMO, GSMA, NEC, Fujitsu,
Qorvo, Skyworks, Sumitomo Electric, Infineon, NXP, RFHIC, MACOM, CREE, Wolfspeed,
AMPLEON, Broadcom, ATT, Spire, KT Telecom, LG U+, SK, Telecom, Analog, Devices,
Qualcomm, Commscope, IDT, Keysight Technologies, Linköping University, Telefonica, SigFox,
Murata, LG, Intel, and more.

Glossaries and definitions 2
Table of contents 4
Scope of the report 5
Methodology6
The authors 7
Company list 8
What did we get right and wrong? 9
Three page summary 10
Executive summary 13
Market forecasts 31
Market trends 43
5G infrastructure general market dynamics
Market shares and supply chain 59
Technology trends 75
Basics of telecom infrastructure
Modulation techniques
Beamforming, MIMO and massive MIMO
Radio Access Networks (RAN)
Network slicing
5G spectrum
Power amplifier substrates
Outlooks173
Related reports 175
TABLE OF CONTENTS (complete content on i-Micronews.com)
RELATED REPORTS
AUTHORS
Antoine Bonnabel works as a
Technology Market Analyst for the Power
Wireless team of Yole Développement
(Yole). He carries out technical, marketing
and strategic analyses focused on RF devices,
related technologies and markets. Prior to
Yole, Antoine was RD Program Manager
for DelfMEMS (FR), a company specializing
in RF switches and supervised Intellectual
Property and Business Intelligence activities
of this company. In addition, he also has co-
authored several market reports and is co-
inventor of three patents in RF MEMS design.
Antoine holds a M.Sc. in Microelectronics
from Grenoble Institute of Technologies
(France) and a M.Sc. in Management from
Grenoble Graduate School of Business
(France).
Cedric Malaquin as a Technology
Market Analyst, specialized in RF devices
technologies within the Power
Wireless division at Yole Développement
(Yole), Cédric Malaquin is involved in the
development of technology market
reports as well as the production of custom
consulting projects. Prior his mission at
Yole, Cédric first served Soitec as a process
integration engineer during 9 years, then as
an electrical characterization engineer during
6 years. He deeply contributed to FDSOI
and RFSOI products characterization. He
has also authored or co-authored three
patents and five international publications in
the semiconductor field.
Cédric graduated from Polytech Lille in
France with an engineering degree in
microelectronics and material sciences.
REPORT OBJECTIVES
• Provide an overview of the 4G/5G telecom infrastructure market
• Analyze geographical trends regarding 5G adoption and antenna technology/frequency band
choices
• Outline market evolution from macro antenna systems to individual RF lines, split in frequency
and power level
• Offer a comprehensive approach of the technologies encompassing 5G, from modulation to
signal beamforming
• Explain the difference between antenna systems and their role in 5G component characteristic
definitions
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provide marketing, technology and strategy consulting, media and corporate finance services, reverse costing, structure, process and cost analysis services and well as
intellectual property (IP) and patent analysis. Together, our group of companies is collaborating ever closer and therefore will offer, in 2019, a collection of over 125 reports,
10 new monitors and 120 teardowns. Combining respective expertise and methodologies from the three companies, they cover:
o If you are looking for:
• An analysis of your product market and technology
• A review of how your competitors are evolving
• An understanding of your manufacturing and production costs
• An understanding of your industry’s technology roadmap and related IPs
• A clear view supply chain evolution
Our reports and monitors are for you!
o Our team of over 70 analysts, including PhD and MBA qualified industry veterans from Yole Développement, System Plus Consulting and KnowMade, collect information,
identify trends, challenges, emerging markets, and competitive environments. They turn that information into results and give you a complete picture of your industry’s
landscape. In the past 20 years, we have worked on more than 2,000 projects, interacting with technology professionals and high-level opinion makers from the main
players of their industries and realized more than 5,000 interviews per year.
WHAT TO EXPECT IN 2019?
In 2019 we will extend our offering with a new ‘monitor’ product which provides more updates on your industry during the year. The Yole Group of Companies is also building
on and expanding its investigations of the memory industry. Moreover, in parallel, the Yole Group reaffirms its commitment to a new collection of reports mixing software and
hardware and is increasing its involvement in displays, radio-frequency (RF) technology, advanced substrates, batteries and compound semiconductors. Last but not least,
System Plus Consulting is developing its teardowns service providing 120+ offers related to phones, smart home, wearables and connected devices. Discover our 2019
program right now, and ensure you get a true vision of the industry. Stay tuned!
REPORTS COLLECTION
www.i-Micronews.com
• MEMS Sensors
• RF devices technologies
• Medical technologies
• Semiconductor Manufacturing
• Advanced packaging
• Memory
• Batteries and energy management
• Power electronics
• Compound semiconductors
• Solid state lighting
• Displays
• Software
• Imaging
• Photonics

29
OUR 2019 REPORTS COLLECTION (1/4)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
Market –Technology – Strategy – byYole Développement
Yole Développement (Yole) offers market reports including quantitative market forecasts,
technology trends, company strategy evaluation and indepth application analyses. Yole will
publish more than 55 reports in 2019, with our partner PISEO contributing to some of
the lighting reports.
Reverse Costing® – Structure, Process and Cost Analysis – by
System Plus Consulting
The Reverse Costing® report developed by System Plus Consulting provides full
teardowns, including detailed photos, precise measurements, material analyses,
manufacturing process flows, supply chain evaluations, manufacturing cost analyses and
selling price estimations. The reports listed below are comparisons of several analyzed
components from System Plus Consulting. More reports are however available, and over
60 reports will be released in 2019.The complete list is available at www.systemplus.fr.
Patent Reports – by KnowMade
More than describing the status of the IP situation, these analyses provide a missing link
between patented technologies and market, technological and business trends. They offer
an understanding of the competitive landscape and technology developments from a
patent perspective. They include key insights into key IP players, key patents and future
technology trends. For 2019 KnowMade will release over 15 reports.
The markets targeted are :
• Mobile Consumer
• Automotive Transportation
• Medical
• Industrial
• Telecom Infrastructure
• Defense Aerospace
• Linked reports are dealing with the same topic to provide
• a more detailed analysis.

30
MEMS SENSORS
o MARKET ANDTECHNOLOGY REPORT
• Status of the MEMS Industry 2019 - Update
• Status of the Audio Industry 2019 - New
• Uncooled Infrared Imagers and Detectors 2019 – Update
• Consumer Biometrics:Technologies and MarketTrends 2018
• MEMS Pressure Sensor Market and Technologies 2018
• Gas Particle Sensors 2018
o STRUCTURE, PROCESS COST REPORT
• MEMS Sensors Comparison 2019
• MEMS Pressure Sensor Comparison 2018
• Particle Sensors Comparison 2019
• Miniaturized Gas Sensors Comparison 2018
o PATENT REPORT
• MEMS Foundry Business Portfolio 2019 - New
• Miniaturized Gas Sensors 2019 - New
PHOTONIC AND OPTOELECTRONICS
• Silicon Photonics and Photonic Integrated Circuits 2019
• LiDARs for Automotive and Industrial Applications 2019 - Update
o PATENT REPORT
• Silicon Photonics for Data Centers: Optical Transceiver 2019 - New
• LiDAR for Automotive 2018
RF DEVICES ANDTECHNOLOGIES
• RF GaN Market:Applications, Players,Technology,
and Substrates 2019 - Update
• 5G’s Impact on RF Front-End Module and Connectivity
for Cell Phones 2019 – Update
• 5G Impact on Telecom Infrastructure 2019 - New
• Radar and Wireless for Automotive: Market and Technology
Trends 2019 - Update
• Advanced RF Antenna Market Technology 2019 - New
• RF Standards and Technologies for Connected Objects 2018
• RF Front-End Module Comparison 2019 - Update
• Automotive Radar RF Chipset Comparison 2018
o PATENT REPORT
• Antenna for 5G Wireless Communications 2019 - New
• RF Front End Modules for Cellphones 2018
• RF Filter for 5G Wireless Communications: Materials and Technologies 2019
• RF GaN 2019 – Patent Landscape Analysis
Update : 2018 version still available About Yole Développement | www.yole.fr | ©2019

31
IMAGING
• Status of the CIS Industry 2019:Technology
and Foundry Business - Update
• Imaging for Automotive 2019 - Update
• NeuromorphicTechnologies for Sensing 2019 - Update
• Status of the CCM and WLO Industry 2019 – Update
• 3D Imaging Sensing 2018
• MachineVision for Industry and Automation 2018
• Sensors for RoboticVehicles 2018
• Compact Camera Modules Comparison 2019
• CMOS Image Sensors Comparison 2019
o PATENT REPORT
• Facial Gesture Recognition Technlogies in Mobile Devices 2019 - New
• Apple iPhone X Proximity Sensor Flood Illuminator 2018
MEDICAL IMAGING AND BIOPHOTONICS
• X-Ray Detectors for Medical, Industrial
and Security Applications 2019- New
• Microscopy Life Science Cameras: Market and Technology Analysis 2019
• Ultrasound technologies for Medical, Industrial
and Consumer Applications 2018
o PATENT REPORT
• Optical Coherence Tomography Medical Imaging 2018
MICROFLUIDICS
• Status of the Microfluidics Industry 2019 - Update
• Next Generation Sequencing DNA Synthesis - Technology,
Consumables Manufacturing and MarketTrends 2019 - New
• Organ-on-a-Chip Market Technology Landscape 2019 - Update
• Point-of-Need Testing Application of MicrofluidicTechnologies 2018
• Liquid Biopsy: from Isolation to Downstream Applications 2018
• Chinese Microfluidics Industry 2018
o PATENT REPORT
• Microfluidic ManufacturingTechnologies 2019 – New
• Nanopore Sequencing 2019 - New
INKJET AND ACCURATE DISPENSING
• Inkjet Printheads - Dispensing Technologies
Market Landscape 2019 - Update
• Emerging Printing Technologies
for Microsystem Manufacturing 2019 - New
• Piezoelectric Devices from Bulk to Thin Film 2019 - New
• Inkjet Functional and Additive Manufacturing for Electronics 2018
• Piezoelectric Materials from Bulk to Thin Film Comparison 2019

32
BIOTECHNOLOGIES
• CRISPR-Cas9 Technology: From Lab to Industries 2018
o PATENT REPORT
• Personalized Medicine 2019 – New
BIOMEMS MEDICAL MICROSYSTEMS
• Medical Wearables: Market Technology Analysis 2019 - New
• Neurotechnologies and Brain Computer Interface 2018
• BioMEMS Non-Invasive Sensors: Microsystems for Life Sciences
Healthcare 2018
o PATENT REPORT
• 3D Cell Printing 2019 - New
• CirculatingTumor Cells Isolation 2019 - New
SOFTWARE AND COMPUTING
• Artificial Intelligence Computing For Automotive 2019 - New
• Hardware and Software for Artificial Intelligence (AI)
in Consumer Applications 2019 - Update
• Image Signal Processor andVision Processor Market
and Technology Trends 2019
• xPU (Processing Units) for Cryptocurrency, Blockchain, HPC
and Gaming 2019 – New
o PATENT REPORT
• Artificial Intelligence for Medical Diagnostics - New
MEMORY
• Status of the Memory Industry 2019 - New
• MRAM Technology and Business 2019 - New
• Emerging NonVolatile Memory 2018
• Memory Comparison 2019
o PATENT REPORT
• Magnetoresistive Random-Access Memory (MRAM) 2019 - New
• 3D Non-Volatile Memory 2018
ADVANCED PACKAGING
• Fan Out PackagingTechnologies and MarketTrends 2019 - Update
• 3D TSV Integration and Monolithic Business Update 2019 - Update
• Advanced RF SiP for Cellphones 2019 - Update
• Status of Advanced Packaging Industry 2019 - Update
• Status of Advanced Substrates 2019 - Update
• Panel Level PackagingTrends 2019 - Update
• Automotive Packaging 2019 - New
• Trends in Automotive Packaging 2018
• Thin-Film Integrated Passive Devices 2018
• Advanced RF SiP for Cellphones Comparison 2019

33
SEMICONDUCTOR MANUFACTURING
• Nano Imprint Lithography 2019 - New
• Equipment and Materials for Fan Out Packaging 2019 - Update
• Equipment for More than Moore:Thin Film Deposition
Etching 2019 - New
• Wafer Starts for More Than Moore Applications 2018
• Polymeric Materials atWafer-Level
for Advanced Packaging 2018
• Bonding and Lithography Equipment Market
for More than Moore Devices 2018
• Wafer Bonding Comparison 2018
o PATENT REPORT
• Hybrid Bonding for 3D Stack 2019 – New
SOLID STATE LIGHTING
• Status of the Solid State Light Source Industry 2019 - New
• Edge Emitting Lasers (EELS) 2019 - New
• Light Shaping Technologies 2019 - New
• Automotive Advanced Front Lighting Systems 2019 - New
• VCSELs - Technology, Industry and MarketTrends 2019 - Update
• IR LEDs and Laser Diodes – Technology,Applications,
and Industry Trends 2018
• Automotive Lighting 2018:Technology, Industry and MarketTrends
• UV LEDs - Technology, Manufacturing and ApplicationTrends 2018
• LiFi:Technology, Industry and MarketTrends 2018
• VCSEL Comparison 2019
o PATENT REPORT
• VCSELs 2018
DISPLAY
• Next Generation 3D Display 2019 - New
• Next Generation Human Machine Interaction (HMI)in Displays 2019 - New
• Micro-and Mini-LED Displays 2019 - Update
• Technologies And Markets for Next Generation Televisions
• Displays OpticalVision Systems forVR,AR MR 2018
o PATENT REPORT
• MicroLED Displays : Intellectual Property Landscape 2018

34
POWER ELECTRONICS
• Power SiC: Materials, Devices and Applications 2019 - Update
• Power Electronics for EV/HEV and e-mobility:
Market, Innovations and Trends 2019 - Update
• Status of the Power Electronics Industry 2019 - Update
• Discrete Power Packaging : Material Market
and Technology Trends 2019 - New
• Status of the Power ICs Industry 2019 - Update
• Status of the Passive Components for the Power Electronics
Industry 2019 - Update
• Status of the Inverter Industry 2019 - Update
• Status of the Power Module Packaging Industry 2019 - Update
• Wireless Charging Market Expectations
and Technology Trends 2018
• Power GaN 2018: Epitaxy, Devices,Applications
and Technology Trends
• Automotive Power Module Packaging Comparison 2018
• GaN-on-Silicon Transistor Comparison 2019
• SiC Transistor Comparison 2019
o PATENT REPORT
• Power SiC : Materials, Devices and Modules 2019 - New
• Power GaN : Materials, Devices and Modules 2019 – Update
BATTERY ENERGY MANAGEMENT
• Status of the Rechargeable Li-ion Battery Industry 2019 - New
• Li-ion Battery Packs for Automotive and Stationary Storage
Applications 2019 - Update
o PATENT REPORT
• Battery Energy Density Increase: Materials
and EmergingTechnologies 2019 - New
• Solid-State Batteries 2019 - New
• Status of the Battery Patents 2018
COMPOUND SEMI.
• Emerging Semiconductor Substrates:
Market Technology Trends 2019- New
• Status of the Compound Semiconductor Industry 2019 - New
• InP Materials, Devices and Applications 2019 - New
• GaAsWafer and Epiwafer Market: RF, Photonics,
LED and PV Applications 2018
o PATENT REPORT
• GaN-on-Silicon Substrate: Materials, Devices
and Applications 2019 - Update

35
OUR 2019 MONITORS COLLECTION (1/2)
Get the most updated overview of your market to monitor your strategy
Yole Développement, System Plus Consulting and KnowMade, all part of the Yole Group of Companies, are launching a collection of 10 monitors in 2019. The monitors aim to
provide updated market, technology and patent data as well dedicated quarterly analyses of the evolution in your industry over the previous 12 months. Furthermore, you can
benefit from direct access to the analyst for an on-demand QA and discussion session regarding trend analyses, forecasts and breaking news.
Topics covered will be compact camera modules (CCMs), advanced packaging, compound semiconductors, microfluidics, batteries, RF and memory.
MARKET MONITOR byYole Développement
A FULL PACKAGE:
The monitors will provide the evolution of the market in units, wafer area and revenues.
They will also offer insights into what is driving the business and a close look at what is
happening will also be covered in it.
The following deliverables will be included in the monitors:
• An Excel database with all historical and forecast data
• A PDF slide deck with graphs and comments/analyses covering the expected
evolutions
o ADVANCED PACKAGING – NEW
This monitor will provide the evolution of the advanced packaging platforms. It will
cover Fan-Out Wafer Level Packaging (WLP), Fan-Out Panel Level Packaging (PLP),
Wafer-Level Chip Scale Packaging (WLCSP), Flip Chip packaging platforms, and 2.5D
and 3D Through Silicon Via (TSV) integration. Frequency: Quarterly, starting from Q3
2019
o COMPOUND SEMI. – NEW
This monitor will describe how the compound semiconductor industry is evolving. It
will offer a close look at GaAs, InP, SiC, GaN and other compounds of interest
providing wafer volumes, revenues, application breakdowns and momentum.
Frequency: Quarterly, starting from Q3 2019
o CAMERA MODULE – NEW
This monitor will provide the evolution of the imaging industry, with a close look at
image sensor, camera module, lens and VCM. Volumes, revenues and momentum of
companies like Sony, Samsung, Omnivision and OnSemi will thus be analysed.
Frequency: Quarterly, starting from Q3 2019
o MEMORY – UPDATE
For the memory industry you can have access to a quaterly monitor, as well as an
additional service, a monthly pricing. Both services can be bought seprately:
• DRAM Service: Including a quarterly monitor and monthly pricing.
• NAND Service: Including a quarterly monitor and monthly pricing.
REVERSETECHNOLOGY MONITOR by System Plus Consulting
o SMARTPHONES – NEW
To stay updated on the latest components, packaging and silicon chip choices of the smartphone makers, System Plus Consulting has created its first Smartphone Reverse
Technology monitor. This year, get access to the packaging and silicon content database of at least 20 different flagship smartphones – more than five per quarter. Starting at the
beginning of 2019, the monitor will include an Excel database report for each phone and a quarterly comparison.

36
OUR 2019 MONITORS COLLECTION (2/2)
Get the most updated overview of your market to monitor your strategy
PATENT MONITOR by KnowMade
A FULL PACKAGE:
Starting at the beginning of the year, the KnowMade monitors include the following
deliverables:
• An Excel file including the monthly IP database of:
• New patent applications
• Newly granted patents
• Expired or abandoned patents
• Transfer of IP rights through re-assignment and licensing
• Patent litigation and opposition
• Quarterly report including a PDF slide deck with the key facts figures of the
quarter: IP trends over the three last months, with a close look to key IP players and
key patented technologies.
o GaN for Power RF Electronics
Wafers and epiwafers, GaN-on-SiC, silicon, sapphire or diamond, semiconductor
devices such as transistors, and diodes, devices and applications including converters,
rectifiers, switches, amplifiers, filters, and Monolothic Microwave Integrated Circuits
(MMICs), packaging, modules and systems.
o GaN for Optoelectronics Photonics
Wafers and epiwafers, GaN-on-sapphire, SiC or silicon; semiconductor devices such
as LEDs and lasers; and applications including lighting, display, visible communication,
photonics, packaging, modules and systems.
o Li-ion Batteries
Anodes made of lithium metal, silicon, and lithium titanate (LTO); cathodes made of
Lithium Iron Phosphate (LFP), Nickel-Manganese-Cobalt (NMC), Lithium Nickel
Cobalt Aluminium Oxide (NCA), Lithium Nickel Metal Dioxide (LiNiMO2), Lithium
Metal Phosphate (LiMPO4), and Lithium Metal Tetroxide (LiMO4); electrolytes
including liquid, polymer/gel, and solid inorganics; ceramic and other separators;
battery cells including thin film/microbattery, flexible, cylindrical and prismatic; and
battery packs and systems.
o Post Li-ion Batteries
Battery technologies including redox-flow batteries, sodium-ion, lithiumsulfur, lithium-
air, and magnesium-ion, and their supply chains, including electrodes, electrolytes,
battery cells and battery packs/systems.
o Solid-State Batteries
Supply chain including electrodes, battery cells, battery packs/systems and
electrolytes, including polymer, inorganic and inorganic/polymer, inorganic materials,
including argyrodites, LIthium Super Ionic CONductor, (LISICONs), Thio-LISICONs,
sulfide glasses, oxide glasses, perovskites, anti-perovskites and garnets.
o RF Acoustic Wave Filters
Including Surface Acoustic Wave (SAW), Temperature Compensated (TC)- SAW, Bulk
Acoustic Wave- Free-standing Bulk Acoustic Resonator (BAWFBAR), BAW-Solidly-
Mounted Resonator (BAW-SMR), and Packaging.
o RF Power Amplifiers
Including Low Noise Amplifiers, Doherty Amplifiers, Packaging, and Millimeter-Wave
technology.
o RF Front-End Modules
o Microfluidics
From components to chips and systems, including all applications.

37
I-MICRONEWS MEDIA
To meet the growing demand for market,
technological and business information,
i-Micronews Media integrates several tools
able to reach each individual contact within its
network.
We will ensure your company benefits from
this
ONLINE ONSITE INPERSON
i-Micronews e-newsletter
i-Micronews.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.
#15,800+ monthly unique visitors
on i-Micronews.com
#10,900+ weekly readers
of i-Micronews e-newsletter
#110 attendees on average
#7+ key events planned for 2019
on different topics
#380 registrants per webcast on
average to gain new leads for
your business
Contact: CamilleVeyrier (veyrier@yole.fr), Marketing Communication Director

38
CONTACT INFORMATION
o CONSULTING AND SPECIFICANALYSIS, REPORT BUSINESS
• North America:
• Steve LaFerriere, Senior Sales Director forWestern US Canada
Email: laferriere@yole.fr – + 1 310 600-8267
• ChrisYouman, Senior Sales Director for Eastern US Canada
Email: chris.youman@yole.fr – +1 919 607 9839
• Japan Rest of Asia:
• Takashi Onozawa, General Manager,Asia Business Development
(India ROA)
Email: onozawa@yole.fr - +81 34405-9204
• Miho Ohtake, Account Manager (Japan)
Email: ohtake@yole.fr - +81 3 4405 9204
• Itsuyo Oshiba, Account Manager (Japan Singapore)
Email: oshiba@yole.fr - +81-80-3577-3042
• Korea: Peter Ok, Business Development Director
Email: peter.ok@yole.fr - +82 10 4089 0233
• Greater China: Mavis Wang, 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 partnership withWoodside Capital
Partners)
• 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 CUSTOM PROJECT SERVICES
• Jérome Azémar,Technical Project Development Director
Email: azemar@yole.fr - +33 6 27 68 69 33
o GENERAL
• CamilleVeyrier, Director, Marketing Communication
Email: veyrier@yole.fr - +33 472 83 01 01
• Sandrine Leroy, Director, Public Relations
Email: leroy@yole.fr - +33 4 72 83 01 89 / +33 6 33 11 61 55
• Email: info@yole.fr - +33 4 72 83 01 80
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