Yole Group

Name: Yole Group
Address: Le Quartz, 75 Cours Emile Zola, Villeurbanne, 69100, FR
Telephone: +33472830180

The Yole Group Finance division also offers due diligence assistance and supports companies with mergers and acquisitions.

Yole Group is an international company recognized for its expertise in the analysis of markets, technological developments, and supply chains, as well as the strategy of key players in the semiconductor, photonics, and electronics sectors. With Yole Intelligence, Yole SystemPlus and Piséo, the group publishes market, technology, reverse engineering and costing analyses and provides consulting serv

ices in strategic marketing and technology analysis. Yole Group benefits from an international sales network. The company now employs more than 160 people.

01/10/2024

📈Yole Group Press - RF front-end technologies driving innovation in the automotive industry

The US$21 billion industry, initially driven by mobile and infrastructure, is now evolving to embrace growth in the automotive market. Each segment within the industry presents unique dynamics and growth opportunities.
After a difficult 2022, the smartphone market is showing signs of recovery, with expected year-over-year growth of 4%, projected to reach 1.2 billion units by 2024. The mobile RFFE market is predicted to hit US$18 billion by the end of 2024, though it may face stagnation due to market saturation and pricing pressures.
Cyril Buey, from Yole Group, asserts: “In the automotive industry, connectivity plays a vital role in enabling software-defined vehicles, which in turn fuels demand for devices. This market is expected to expand, with the 2027 launch of RedCap bringing to mid-range vehicles and the increasing need for connected vehicle technology”.
In parallel, despite a recent deceleration, the telecom infrastructure market is projected to recover by 2026, with the RFFE market expected to reach US$4 billion by 2029, spurred by the adoption of massive MIMO technology and radio unit enhancements. Additionally, the small cell market, bolstered by private networks, has contributed for approximately US$300 million in RFFE content in 2023...

👉 Read the full story on: https://zurl.co/bynW

26/09/2024

📈Yole Group Press - Could optical computing solve ’s power demands?

Optical is still in its early stages. While some major companies have shifted their focus from optical computing to optical I/O, startups in optical computing continue to emerge, exploring various approaches. Optical are primarily targeted at AI acceleration and inference tasks but also high-end niche applications, while optical quantum computers utilizing qubits and other quantum effects are aimed at applications like simulation, optimization, and AI/ML.
According to Eric Mounier from Yole Group: “The first optical processor shipments will appear around 2027/28, initially for custom systems implementing parts of the technology, with revenue largely coming from NRE services. By 2028, general-purpose optical processors would enter the market, with early adopters and OEMs gradually integrating them from 2029 onward. By 2034, at Yole Group, we expect optical processor shipments to reach nearly 1 million units, representing a multi-billion-dollar market.”
Additionally, photonic-based quantum computers are expected to see substantial growth starting in 2030, led by companies like Quandela, QUIX, and Pasqal, with the market projected to be worth hundreds of millions USD by 2034...

Read the full story on: https://zurl.co/eaI4

19/09/2024

📈 Yole Group Press - China's (MCU) growth driven by increasing supplier base

The disruptions in the supply chain due to the pandemic, coupled with foundry capacity shortages and stockpiling, significantly increased ASPs, which increased from around US$0.60 in 2020 to US$0.93 by 2023. Although the supply chain has largely stabilized and just-in-time ordering returned by the end of 2023, ASPs have failed to revert to pre-pandemic levels. However, the rise of new suppliers, especially from Mainland China, supported by government incentives, has ignited price wars. This has helped mitigate the surge in ASPs caused by previous supply chain issues, though prices are unlikely to return to pre-pandemic levels anytime soon.
Tom Hackenberg from Yole Group: “The primary reason prices remain elevated is product substitution. A long-term trend has been the shift toward more expensive 32-bit MCUs over their 16-bit and 4/8-bit counterparts, as many designers transition to the more robust and standardized 32-bit Arm ecosystem”.
Furthermore, advancements in performance, such as cutting-edge process nodes, the replacement of lower-cost smartcard MCUs with more sophisticated secure MCUs, and the growing demand for high-reliability-class MCUs over multimarket, have contributed to maintaining higher prices, adds Tom Hackenberg. These substitution patterns have slowed any significant price reductions...

👉 Read the full story on: https://zurl.co/FULW

12/09/2024

📰 Yole Group Press - Power electronics industry: facing rapid expansion in manufacturing capacity

In 2023, the global power market, including discrete devices and modules, was valued at US$23.8 billion. It is projected to grow at a CAGR of 7.0% from 2023 to 2029 to US$35.7 billion in 2029, announces Yole Group in its Status of the Power Electronic Industry, 2024 edition.
The discrete market, valued at US$15.5 billion in 2023, is projected to grow at a 3.9% CAGR to US$19.5 billion by 2029, driven mainly by , OBC, DC-DC , and charging infrastructure. and Consumer are the biggest market segments. Power modules, pushed by battery energy storage, DC chargers, and xEVs, are set to reach US$16.2 billion by 2029, with a 12.0% CAGR.
According to Milan Rosina, Ph.D., from Yole Group: “The power device market is led by silicon, with gaining ground in xEV and industrial applications, while serves consumer power supplies and e-mobility. Gallium oxide (Ga2O3) could become a future contender.”
Wafer demand is rising, especially for 12-inch silicon wafers, with GaN-on-Si using 6- and 8-inch wafers. SiC wafer capacity is expanding, risking oversupply due to lower xEV demand. SiC wafer size will largely remain at 6 inches, though with a growing use of 8-inch wafers...

👉Read more on: https://zurl.co/TJaU

05/09/2024

📈 Yole Group Press - Advanced IC substrate industry: exciting developments on the horizon

The advanced substrate market, currently dominated by organic core substrates, saw revenue decline in 2023, marking a year of correction. However, starting in 2024, the industry is poised for growth, with an expected CAGR of 9% projected to bring the market to US$25.53 billion by 2029. This growth will largely be driven by the rising demand for FC BGA substrates for FCBGA and 2.5D/3D advanced packages, fueled by AI accelerators for and , , PC CPUs, XPUs, and sectors. The competition to commercialize glass core substrates is heating up, with numerous players entering the fray, striving to lead in GCS -based product commercialization. Leading companies like Absolics, Intel, and Samsung are at the forefront, backed by an extensive network of equipment, material, and glass suppliers in their sub-supply chains. According Yole Group, exciting advancements are expected in the realm of glass core substrates...

👉 Read more on: https://zurl.co/d9fV

06/08/2024

📈 Yole Group Press - Memory industry: China holds firmly onto its capabilities in advanced AI technology

The burgeoning adoption of generative has significantly fueled demand for advanced DDR5 and technologies within data centers while also triggering increased demand for enterprise SSDs to support AI servers. Additionally, the first smartphones and PCs equipped with on-device generative AI capabilities are entering the market. These devices, requiring substantial memory/storage due to the size of large-language models, are set to further boost bit demand in the mobile and consumer market segments.
According to Simone Bertolazzi from Yole Group: “In response to this new wave of AI-driven growth, major players such as Samsung, SK hynix, and Micron have shifted a greater portion of their wafer capacity toward meeting the soaring demand for HBM. This shift has led to a deceleration in overall bit production and a hastened transition toward an undersupply of non-HBM products. Production cuts made in late 2022 became effective only in Q3-2023, as OEM inventory levels began to tighten, heralding a rebound in the memory market.”
The memory sector is now on a path to a swifter recovery than previously anticipated, with revenue projections showing a sharp increase for the upcoming years...

👉Read the full story on: https://zurl.co/IvI2

30/07/2024

📈 Yole Group Press - Advanced industry: Geopolitics is moving the pieces on the chessboard

The market is projected to grow at a CAGR of 11% from 2023 to 2029. In 2023, AP accounted for approximately 44% of the total packaging market, and its share is steadily increasing due to various megatrends, such as AI, HPC, automotive, and AIPCs. After a correction in 2023, the AP market is set to recover in 2024 and continue its long-term growth. Sub-markets within AP, including Flip-Chip, SiP, FO, WLCSP, ED, and 2.5D/3D are all experiencing positive growth and driving the AP industry forward.
According to Bilal Hachemi from Yole Group: “The value chain, especially in AP, has become a strategic priority for governments and industry leaders. Geopolitical tensions, supply chain disruptions, and the race for technological supremacy are driving significant changes globally. Despite challenges like potential chip shortages and escalating US-China trade tensions, AP is emerging as a crucial strategy for the post-Moore’s Law era, with the market expected to reach US$69 billion by 2029.” ...

👉 Read the full story on: https://zurl.co/2LP3

25/07/2024

📈 Yole Group Press - What differentiates the SiC MOSFETs from Infineon Technologies, STMicroelectronics, and others?

1200V is the enabler of the transition to 800V system. Indeed, SiC MOSFETs have become pivotal in power , transforming numerous applications with their exceptional performance traits. SiC MOSFETs offer impressive attributes, including high breakdown voltage, low on-state resistance, and excellent thermal conductivity, positioning them as ideal choices for power-switching devices in high-frequency and high-temperature settings. Yole Group forecasts that the SiC device market will hit US$10 billion by 2029.
According to Amine Allouche from Yole Group: “The increasing demand for efficient and reliable power electronic systems in industries like electric vehicles, renewable energy, and industrial automation has heightened the necessity for a thorough analysis of SiC MOSFETs.”
In this context, Yole Group, the market, technology, performance, reverse engineering and costing analysis company, has teamed up with SERMA Technologies, which brings its expertise in electronic technology performance testing, to present the first volume of their new SiC MOSFET Discretes Performance Analysis report.
The two companies have combined their expertise to release this first volume, which evaluates and compares five 1200V-class discrete SiC MOSFETs (along with a reference Si IGBT device) from global manufacturers under identical test conditions. Key parameters and characteristics are assessed to offer valuable insights for engineers, researchers, and industries aiming for optimized power solutions...

👉 Read the full story on: https://zurl.co/KthX

23/07/2024

📈Yole Group Press - Semiconductor foundry industry: negotiating troubled waters

The industry faces a complex landscape of make-or-buy decisions and international dependencies, announces Yole Group in its new technology & market analysis, Overview of the Semiconductor Foundry Industry 2024.
IDMs produce semiconductors both locally and abroad, while companies rely heavily on overseas foundries. This reliance is especially significant in the US and Europe, where excess demand requires substantial overseas capacity, predominantly provided by Asian countries.
According to Pierre Cambou, from Yole Group: “Critical suppliers, including Taiwan, South Korea, Japan, Singapore, and Malaysia, collectively shape the global supply chain. The intricate, interdependent nature of this supply chain has proven vulnerable to disruptions, leading to significant efforts from governments and corporations worldwide to mitigate these risks and enhance resilience”...

Read the full story on: https://zurl.co/m6EW

09/07/2024

📈 Yole Group Press - High-end performance packaging: breaking performance barriers?

Breaking the high-end packaging market down by end markets, the largest segment is & infrastructure, which accounted for over 67% of the revenue in 2023. Close behind is the mobile & consumer market, the fastest-growing segment with a 50% CAGR23-29. This significant growth is driven by increasing demand and higher ASPs for high-end packages compared to less advanced packages, as value shifts from the front-end to the back-end due to 2.5D and 3D platforms.
According to Stefan Chitoraga, from Yole Group: “3D stack technologies—including HBM, 3DS, 3D , and CBA —are the most substantial contributors, expected to represent more than 70% of the market by 2029. The fastest-growing platforms include CBA DRAM, 3D SoC , Active Si Interposer, 3D NAND stack, and embedded Si bridge.”...

👉 Read the full story on: https://zurl.co/ALll

03/07/2024

📈 Yole Group Press - Sony is set to capture 50% of the CIS market

According to Florian Domengie from Yole Group: “Looking ahead, the automotive image sensor market is poised for substantial growth, forecasted to increase from US$2.3 billion in 2023 to US$3.2 billion by 2029 with a 5.4% CAGR. This growth will be primarily driven by an increased camera implementation per car and the adoption of high-resolution sensors. Of particular interest, the growth in the image sensor market outpaced that of the semiconductor industry.”
In 2023, the market maintained stable shipment volumes compared to 2022, with a slight increase in revenues, indicating significant transformation, especially in the Automotive sector, marked by a rise in the average selling price of CIS. The economic conflict between the US and China has impacted market dynamics. Initially, US sanctions on Huawei primarily affected Sony, benefiting Chinese CIS companies like Omnivision and GalaxyCore. However, recent trends, such as market slowdowns, have driven Chinese suppliers to shift their focus toward higher-value markets, such as the automotive and industrial sectors, where investments in capacity and technology are aimed at capturing more market share.
Amid these industry dynamics, Sony has continued to grow revenue...

👉 Read the full story on: https://zurl.co/i2vL

28/06/2024

📈 Yole Group Press - LiDAR rides China's wave

The global market is projected to grow from US$538 million in 2023 to US$3,632 million by 2029, with a CAGR of 38% over this period. In 2022, the market was at a crucial junction. Indeed, Yole Group identified significant issues between the PC and LCV segment and the segment. By 2023, however, the PC&LCV market had clearly taken the lead.
According to Pierrick Boulay from Yole Group: “The journey of robotaxi services began in August 2016 with NuTonomy's launch in Singapore. This was followed by a significant milestone in 2017, the entry of Waymo and Cruise in Phoenix, AZ, and San Francisco, CA. Subsequently, Chinese companies such as DiDi, AutoX, and Baidu joined the fray, rolling out services in various cities across the globe. This rapid proliferation of robotaxi services pushed the LiDAR market for robotaxis significantly ahead of that for passenger cars.”
However, in 2023 and 2024, Waymo and Cruise markedly slowed their operations due to a series of incidents, directly impacting the robotaxi market. This slowdown could also affect the long-term market outlook as these companies strive to regain public trust.
In 2023, the robotaxi market was valued at US$124 million, while the PC&LCV market stood at US$414 million. The passenger car market, more than three times the size of the robotaxi market, is experiencing a substantial take-off...

👉 Read the full story on:https://www.yolegroup.com/press-release/lidar-rides-chinas-wave/

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