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From Technologies to Market
Solid-state
Battery
From Technologies to Market
Sample
June 2018
2
Biography & contact
ABOUTTHE AUTHOR
Dr Milan ROSINA
Dr. Milan Rosina is Senior Analyst,Power Electronics & Batteries, at...
3
o Report objectives 6
o Companies cited in this report 7
o List of abbreviations 8
o Executive summary 9
o Noteworthy ne...
4
• Aerospace applications - main drivers
• Aerospace - why more electric airplanes?
• Aerospace applications - battery sp...
5
• Solid-state battery research at Toyota
• TITECH & Toyota’s solid-state battery focus
• BMW - battery material developm...
6
A123 Systems,Asahi Kasei,Blue Solutions,BMW,Bolloré,Bosch,BrightVolt,CATL,CEA,China Dynamics,Continental,Delf University...
7
SOLID-STATE BATTERY IN A NUTSHELL
The definition
of solid-state
battery in this
report.
Solid-state battery
• Solid elec...
8
TWO WAYS OF BATTERY CELL DEVELOPMENTTO MEET MARKET EXPECTATIONS
Progressive and revolutionary battery cell development a...
9
SOLID-STATE BATTERY AS A NEXT-GENERATION OF LI-ION BATTERIES
• Today, Li-ion technologies are driving
battery applicatio...
10
HOW CAN ADVANCED BATTERIES COMPETE WITH LITHIUM-IONTECHNOLOGIES?
There are
differentplayers
to rise the
interest of
inv...
11
SOLID-STATE BATTERY ADVANTAGES
General
features are
presented
here.
The real
picture differs
for different
solid-state
...
12
SOUGHT FEATURES OF SOLID-STATE BATTERY
The main
featuresneeded
are high ionic
conductivity,
good interface
contact,
mec...
13
SOLID-STATE BATTERY ATTRIBUTESVS.APPLICATION REQUIREMENTS
Consumer EV/HEV Aerospace Space
Wh/kg 3 4 4 x
Wh/L x 5 x x
Te...
14
SPACE APPLICATIONS – BATTERY PRODUCTS AND MAIN SUPPLIERS
Major battery suppliers for
space applications:
28V Space Grad...
15
SOLID-STATE BATTERY COMMERCIALIZATION
Why is solid-state battery development accelerating?
Common efforts
of players fr...
16
COMMERCIALIZATIONAPPROACHES FOR SOLID-STATE BATTERYATTHE EV/HEV MARKET
As an optional battery for an EV/HEV
If commerci...
17
SSB battery pack
production ramp-up
Pack testing and EV/HEV qualification
TECHNOLOGY AND MARKET CHALLENGES
Lengthy,mult...
18
TECHNOLOGY AND MARKET CHALLENGES
Lengthy,development process – case studies
Despite years
of development,
many players
...
19
SOLID-STATE BATTERY ELECTROLYTETYPES
Solid-state
electrolyte is the
key component
of a solid-state
battery.
There are t...
20
SULFIDE-BASED SOLID-STATE ELECTROLYTES
Some sulfide-
based
electrolytes
have ionic
conductivity
even higher
than liquid...
21
SOLID-STATE-BATTERY MANUFACTURING APPROACHES
Hitachi Zosen (JP)
All solid-state
battery made by
a lamination
(machine
s...
22
SOLID-STATE BATTERY PLAYERS
Split by business type
The main
interest in
SSB is on the
side of
material
development
and ...
23
NEI CORPORATION (USA)
NEI Corporation
NEI Corporationdevelops,manufactures,and distributesnanoscale materials
xxxxxxxxx...
24
RELATED REPORTS
Solid State Battery | Sample | www.yole.fr | ©2018
Conventional Li-ion battery technologies, based
on flammable liquid electrolytes, are continuously
improving. However, fas...
SOLID-STATE BATTERY
WHO MAKESWHAT IN SOLID-STATE BATTERY TECHNOLOGY DEVELOPMENT?
Regarding solid-state battery technology ...
MARKET  TECHNOLOGY REPORT
COMPANIES CITED IN THE REPORT (non exhaustive list)
A123 Systems, Asahi Kasei, Blue Solutions, B...
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Solid-State Battery
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Solid-state Battery

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A feasible way towards safer, better-performing batteries?
Conventional Li-ion battery technologies, based on flammable liquid electrolytes, are continuously improving. However, faster progress towards greater safety, higher performance, and better cost reduction is desired. A next-generation battery technology like solid-state battery, which uses solid electrodes and solid electrolytes, could potentially satisfy these objectives.

More information on : https://www.i-micronews.com/batteries-energy-mgmt/product/solid-state-battery.html

Publié dans : Technologie
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Solid-state Battery

  1. 1. From Technologies to Market Solid-state Battery From Technologies to Market Sample June 2018
  2. 2. 2 Biography & contact ABOUTTHE AUTHOR Dr Milan ROSINA Dr. Milan Rosina is Senior Analyst,Power Electronics & Batteries, atYole Développement (Yole), within the Power & Wireless division. Milan has 20 years of scientific, industrial and managerial experience involving equipment and process development, due diligence, technology, and market surveys in the fields of renewable energies, EV/HEV, energy storage, batteries, power electronics, thermal management, and innovative materials and devices. He received his Ph.D. degree from National Polytechnical Institute (Grenoble, France). He previously worked for the Institute of Electrical Engineering in Slovakia, Centrotherm in Germany,Fraunhofer IWS in Germany, CEA LETI in France, and utility company ENGIE in France. E-mail: rosina@yole.fr Solid State Battery | Sample | www.yole.fr | ©2018
  3. 3. 3 o Report objectives 6 o Companies cited in this report 7 o List of abbreviations 8 o Executive summary 9 o Noteworthy news 35 o Introduction 38 • Three main axes of innovation in batteries • Two ways for battery cell development to meet market expectations o Solid-state battery 42 • Solid-state battery, in a nutshell • Solid-state battery - principle and structure • Comparison of conventional and solid-state Li-ion battery cell structures • Solid-state microbattery vs. bulk solid-state battery • Solid-state microbattery vs. bulk solid-state battery: comparative table o Why solid-state battery? 48 • Solid-state battery as a the next-generation of Li-ion batteries • Solid-state battery - main drivers o What does solid-state battery compete with? - conventional Li-ion battery 51 • Current Li-ion battery cell structure • Li-ion technologies and applications • Variety of cell technologies still required • Different LI-ion battery cells - comparative table • Comparative graph of energy density for different Li-ion battery cells • Where are Li-ion battery’s limitations/weak points? • Safety issues related to Li-ion batteries - thermal runaway • LIB incidents can result in severe human and financial consequences • Solid-state battery’s “sweet spot”? • How can advanced batteries compete with lithium-ion technologies? • Solid-state battery - advantages • Solid-state battery - challenges • Solid-state battery - desired features • Solid-state battery - electrolyte • Separator used in conventional Li-ion batteries - overview • Solid-state battery - a way to avoid a separator • Solid-state battery - main advantages and drawbacks • Applications and market forecast for solid-state batteries 73 • Applications • Early adopters of solid-state batteries • Solid-state battery attributes vs. application requirements • Solid-state battery value gap analysis for each application • Battery capacity per application • EV/HEV - drivers for vehicle electrification • EV/HEV - CO2 reduction regulations as the main driver • EV/HEV - different electrification levels and their associated CO2 reduction • EV/HEV - battery requirements • EV/HEV – battery products + major suppliers and customers • How EV/HEV drives technology innovations • EV/HEV - added-value differentiation needed! • EV/HEV -added-value differentiation via a new battery technology • Space applications - main market drivers • Space applications - battery usage and applications • Space applications - battery specifications and requirements • Space applications - battery products and main suppliers TABLE OF CONTENTS (1/6) Solid State Battery | Sample | www.yole.fr | ©2018
  4. 4. 4 • Aerospace applications - main drivers • Aerospace - why more electric airplanes? • Aerospace applications - battery specifications and requirements • Aerospace applications - battery products + major suppliers and customers • Consumer electronics • Consumer electronics - battery requirements • Market forecast • Yole’s solid-state battery application roadmap • 2018 - 2025 solid-state battery forecast • Solid-state battery demand in 2025, split per application • Yole’s “aggressive” forecast scenario - hypothesis • How to make solid-state battery market-ready? • Why is solid-state battery development accelerating? • Commercialization approaches for solid-state battery in the EV/HEV market o Main solid-state battery challenges 114 • Remaining solid-state battery challenges • Solid-state battery technology challenges - overview • Solid-state electrolyte challenges • Li-ion battery as a strong competitor • Absence of a “killer application” • Too many technology options • Time-to-market factors for new technologies • Lengthy, multiple-stage development process • Lengthy development process - case studies • Lengthy, costly automotive qualification • Optimization on battery pack level is required • Untapped potential for current Li-ion batteries’ safety enhancement • Safety improvement must beeconomically compelling • Better safety is not enough • A single-supplier issue • Solid-state battery electrolyte materials 131 • Solid-state electrolyte • Solid-state battery - electrolyte types • Comparing ionic conductivity of different electrolytes • Criteria for solid-state electrolyte selection • Comparative table of different solid-state electrolyte categories • Inorganic crystalline solid-state electrolytes • Sulfide-based solid-state electrolytes • Polymer electrolyte • Electrode/electrolyte interface • Solid-state electrolyte - material enhancement • Manufacturing techniques 142 • Battery manufacturing process flow - conventional Li-ion battery cells • Battery manufacturing process flow - conventional Li-ion battery packs • Is the manufacturing method for SSB different from that of conventional LIBs? • What is an ideal approach for solid-state battery manufacturing? • Solid-state battery manufacturing approach - being different can be advantageous • Solid-state battery - bulk battery vs. microbattery • Solid-state battery manufacturing approaches • Solid-state battery manufacturing approaches - Hitachi Zosen • Solid-state battery manufacturing approaches - Blue Solutions • Solid-state battery manufacturing approaches - Solid Power • Solid-state battery - development 155 • Solid-state battery - research synergies with other R&D topics • Fuel cells vs. solid-state battery • Toyota EV/HEV battery development roadmap - solid-state battery TABLE OF CONTENTS (1/6) Solid State Battery | Sample | www.yole.fr | ©2018
  5. 5. 5 • Solid-state battery research at Toyota • TITECH & Toyota’s solid-state battery focus • BMW - battery material development and cell roadmap • Conventional li-ion cell technology roadmap - CATL o Solid-state battery - supply chain, partnerships, and business approaches 163 • Main R&D players - geographic overview • Main industrial players - geographic overview • Solid-state battery companies - split by player type • Solid-state battery companies - split by geographic region • Solid-state battery companies - split by business type • Solid-state battery - ranking of main patent assignees • Solid-state battery IP dynamics - graph of patent assignees per year • Solid-state battery - supply chain dynamics • Solid-state battery - recent investments • Solid-state battery -mergers & acquisitions, exits • Strongly growing battery demand - impact on the solid-state battery supply chain • Why are players from across the battery supply chain interested in solid-state battery? • Li-ion cell manufacturers and solid-state battery • Will automotiveTier1s appear as big SSB players? • Solid-state battery business case analysis - Bosch • Solid-state battery business case analysis – Bolloré Group • Bolloré Group - LMP battery comparison with Li-ion battery • Solid-state battery companies - split by player type • Solid-state battery companies - split by geographic region • Solid-state battery companies - split by business type • Solid-state battery - ranking of main patent assignees • Solid-state battery IP dynamics - graph of patent assignees per year TABLE OF CONTENTS (1/6) Solid State Battery | Sample | www.yole.fr | ©2018 • Solid-state battery - supply chain dynamics • Solid-state battery - recent investments • Solid-state battery -mergers & acquisitions, exits • Strongly growing battery demand - impact on the solid-state battery supply chain • Why are players from across the battery supply chain interested in solid-state battery? • Li-ion cell manufacturers and solid-state battery • Will automotiveTier1s appear as big SSB players? • Solid-state battery business case analysis - Bosch • Solid-state battery business case analysis – Bolloré Group • Bolloré Group - LMP battery comparison with Li-ion battery • Toyota SSB development and electric vehicle strategy • Partnerships • Combining efforts • Vertical integration in the solid-state battery business • Solid-state battery - industrial partnerships and alliances • Next-generation battery R&D partnership, led by University of Oxford • European industry alliance to develop next-generation battery technology • Lithium Ion Battery Technology and Evaluation Center (Libtec) • Libtec members • Conclusion 192 • Appendix - company profiles (20 companies and R&D institutions) 194
  6. 6. 6 A123 Systems,Asahi Kasei,Blue Solutions,BMW,Bolloré,Bosch,BrightVolt,CATL,CEA,China Dynamics,Continental,Delf University of Technology,DongshiKingpower ScienceandTechnologyLtd,Forge Nano,Fraunhofer ISC,GSYuasa,Hitachi Zosen,Hydro Québec,Idemitsu Kosan,Ilika,IMEC,Ionic Materials,JohnsonBatteryTechnologies,JapanAerospace ExplorationAgency (JAXA),Kalptree,Kuraray,LGChem, Manz,NEI Corporation,Nissan,Panasonic,Pathion,PSA Peugot Citroën,Quantumscape,Renault,Saft,Samsung SDI, Sakti3,Siemens, Solid Energy,Solid Power,Solvay,Tokyo Institute ofTechnology, Toray,Toshiba,Toyota,Umicore,University of Bath,University of Münster, University of Oxford,Volkswagen,and more. LIST OF COMPANIES MENTIONED IN THIS REPORT Solid State Battery | Sample | www.yole.fr | ©2018
  7. 7. 7 SOLID-STATE BATTERY IN A NUTSHELL The definition of solid-state battery in this report. Solid-state battery • Solid electrolyte • Solid electrodes (the same as for conventional Li-ion batteries or advanced-ones) Conventional Li-ion batteries • Liquid/polymer electrolyte • Solid electrodes The focus of this report is on Li-ion chemistries ,but other solid-state battery chemistries are also under development by some R&D players “Solid-state” characterizes the parts of battery cell “Bulk” battery “Microbattery” • Capacity per cell:> 1Ah/cell • Capacity per cell:typically less than 1mAh • Production method not compatible with large capacity cell “Room” temperature operation Solid-state batteries which have to be heated to temperature >50°C are not considered in this report as “true” solid-state batteries Li-ion solid- state battery SSB + - Solid State Battery | Sample | www.yole.fr | ©2018
  8. 8. 8 TWO WAYS OF BATTERY CELL DEVELOPMENTTO MEET MARKET EXPECTATIONS Progressive and revolutionary battery cell development approaches Yole Développement  Higher performance (Wh/kg, W/kg…)  Higher safety  Lower cost  Less dependence on scarce / expensive materials …slow but steady progress …Talkin’‘bouta Revolution Solid-state battery Solid State Battery | Sample | www.yole.fr | ©2018
  9. 9. 9 SOLID-STATE BATTERY AS A NEXT-GENERATION OF LI-ION BATTERIES • Today, Li-ion technologies are driving battery applications. • Li-ion battery is rather mature technology but still with potential for further performance improvement and cost reduction. • However, the further improvement is increasingly challenging without compromising safety or increasing manufacturing costs. • So, next generation battery technologies are sought, especially by EV/HEV players which need high technology differentiation on battery level. • Solid-state battery is the technology approach, which has potential for greater safety, higher energy density and cost reduction. Conventional Li-ion Introduction Solid-state batteryPerformance/cost Safety Solid-state battery is expected to reach higher energy density than conventional Li-ion cell, with additional added value for greater safety Solid State Battery | Sample | www.yole.fr | ©2018
  10. 10. 10 HOW CAN ADVANCED BATTERIES COMPETE WITH LITHIUM-IONTECHNOLOGIES? There are differentplayers to rise the interest of investors,cell manufacturers and customers in new advanced battery technologies, such as solid- state batteries. How can advanced batteries compete with lithium-ion technologies? Higher energy density Lower cost Higher safety Lower dependence on scarce material Lower environmental impact Others • Wh/kg • Wh/L • Use of cheaper materials and processes • xxxxxx • Lower cost ($/Wh) due to higher energy density • Tolerance to overcharging • Tolerance to deep discharge • xxxxx • Wide temperature operational range • Substitution for lithium,cobalt… • Less geopolitical dependence • xxxxxx • No toxic materials • No dangerous chemicals • No heavy metals • Environmentally -friendly production • Materials easy to dispose/recycle • Cycle life • xxxxxx • Deep discharge capability • Fast charge / discharge capability Technology maturity Solid-state battery main focus Solid State Battery | Sample | www.yole.fr | ©2018
  11. 11. 11 SOLID-STATE BATTERY ADVANTAGES General features are presented here. The real picture differs for different solid-state battery approaches. Simple structure Non-flammable solid electrolyte • Solid electrolytes light play a role as a separator preventing contact of the anode and cathode Higher energy density Safety • Can be used at higher operating temperature • Electrolyte is flame-retardant • No liquid electrolyte leak risk • Possibility of cell stacking in one package • Less or simpler safety measures needed on the pack level High voltage • The decomposition voltage of solid electrolytes is high Larger operating temperature range Higher energy density No cost for separator Higher energy density Simpler cell structure and simpler manufacturing process* Lower costs *mass production method not yet established Solid State Battery | Sample | www.yole.fr | ©2018
  12. 12. 12 SOUGHT FEATURES OF SOLID-STATE BATTERY The main featuresneeded are high ionic conductivity, good interface contact, mechanical stability,low cost and mass- production compatible process. High ionic conductivity “Must have” “Nice to have” Large-area and stable contact  xMechanical stability by charging/discharging Low cost Process compatible with mass production Compatible with existing battery manufacturing equipment and processes for Li-ion cells No need for application of mechanical pressure No risk of toxic H2S formation 2D3D Solid State Battery | Sample | www.yole.fr | ©2018
  13. 13. 13 SOLID-STATE BATTERY ATTRIBUTESVS.APPLICATION REQUIREMENTS Consumer EV/HEV Aerospace Space Wh/kg 3 4 4 x Wh/L x 5 x x Temperature range x 3 4 x Calendar lifetime 1 x x 5 Cycle life 1 4 3 x Safety 2 x x x Demand (MWh/y) 1 x 1 1 Overall attractiveness x x x x Qualification requirements Weak High Very high Very high: must withstand very high levels of shock and random vibration 1 – Not very important or differentiating 2 – Important 3 – Very important 4 – Critical 5 – Strong differentiator Negative Average Positive Solid State Battery | Sample | www.yole.fr | ©2018
  14. 14. 14 SPACE APPLICATIONS – BATTERY PRODUCTS AND MAIN SUPPLIERS Major battery suppliers for space applications: 28V Space Grade Battery System SAFT GEN II LSE lithium ion prismatic cells for space applications GS Yuasa Lithium Power ABSL space batteries Enersys Battery pack for space applications Mitsubishi Electric Major customers for space batteries: Hitachi Zosen works with JAXA on solid-state battery applications for space applications Solid State Battery | Sample | www.yole.fr | ©2018
  15. 15. 15 SOLID-STATE BATTERY COMMERCIALIZATION Why is solid-state battery development accelerating? Common efforts of players from different technology areas The increasing number of R&D partnerships and large consortiums brings a strong additional momentum to the development of solid-state batteries. Yole Développement Strong additional momentum? Situation in the past Today’s situation or Big partnerships A single player Few acquisitions Solid State Battery | Sample | www.yole.fr | ©2018
  16. 16. 16 COMMERCIALIZATIONAPPROACHES FOR SOLID-STATE BATTERYATTHE EV/HEV MARKET As an optional battery for an EV/HEV If commercially launched as a optional battery for a car model, SSB can benefit from several advantages. • Advantages of launching SSB as an optional battery: • Xxxxx • Xxxxx • xxxxx Li-ion proposed in option for Toyota Prius Plug-in Larger Li-ion battery proposed in option for “premium” Hyundai Kyona Electric cars SSB proposed in option Proposing different battery (different battery type/size) for a “premium” car model has been already used in the past. A similar approach might be used for commercial introduction of solid-state batteries. Yole Développement 39.2kWh 64 kWh StandardPremium Solid State Battery | Sample | www.yole.fr | ©2018
  17. 17. 17 SSB battery pack production ramp-up Pack testing and EV/HEV qualification TECHNOLOGY AND MARKET CHALLENGES Lengthy,multiple-stage development process To bring solid-state battery to the market is not just about developing of a suitable solid-state electrolyte Electrolyte Electrolyte / electrode interfaces Cell design Battery pack design and components Mass production process Cell testing xxxxx xxxxxxx xxxxx Cell and pack manufacturing equipment development xxxxxxx There are multiple R&D steps to be done before bringing SSB to commercial products. Those steps mustn’t be over skipped nor underestimated Yole Développement Securing material supply and sales Solid State Battery | Sample | www.yole.fr | ©2018
  18. 18. 18 TECHNOLOGY AND MARKET CHALLENGES Lengthy,development process – case studies Despite years of development, many players have not succeeded to bring solid-state battery to the market. Examples of how long can be solid-state battery development Yole Développement • 2006 – acceleration of solid-state battery electrolyte development aiming applications in EV/HEV • 2010 – announced to developing solid-state electrolyte with xxxxxxxx.The company showed xxxxxxxxxxxx. • The company announced plans for xxxxxxxxxxx • 2018 – xxxxxxxxxxxx Xxxxxxx Xxxxxx xxxxxx • 2014 -Toyota announced in 2014 its solid-state battery development efforts. • Toyota planned the commercialization of solid-state batteries by early 2020. • xxx • 2018 – xxx • 2014 - Sakti3 announced a solid state electrolyte lithium-ion battery • 2015 - Dyson made the acquisition of Sakti3 for $90M • 2017 – Dyson revealeda £2.5bn investment plan to produce an electric vehicle by 2020 • 2018 – Dyson plans xxxxxxx Solid State Battery | Sample | www.yole.fr | ©2018
  19. 19. 19 SOLID-STATE BATTERY ELECTROLYTETYPES Solid-state electrolyte is the key component of a solid-state battery. There are three main types of solid-state electrolyte materials Solid-state electrolytes Inorganic Inorganic crystalline materials xx xx Inorganic amorphous materials xxx xx Solid polymers Poly (ethylene) oxide (PEO) xxx xxx Inorganic / polymer (composite) Main types of solid-state electrolytes (non-exhaustive list). Inorganic and polymer materials can be combined to use advantages of both types of materials. Yole Développement Considered as the most promising material (“take best of two worlds”) Solid State Battery | Sample | www.yole.fr | ©2018
  20. 20. 20 SULFIDE-BASED SOLID-STATE ELECTROLYTES Some sulfide- based electrolytes have ionic conductivity even higher than liquid electrolytes • At room temperature the ionic electrolytes is typically several orders of magnitude lower than that of liquid electrolyte. This is one of the main hurdles for the commercialization of solid-state batteries. • xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx • Xxxxx  minimizing issues with dendrite formation along the grain boundaries in polycrystalline materials • The conductivities of some sulfide materials are comparable or even higher than that of liquid electrolyte. • xxxxxxxx • The drawback of sulfide-based electrolytes is that they can release toxic hydrogen sulfide when exposed to moisture. • Lithium metal electrode is one of the enablers of high energy-density cells. However, sulfide-based electrolyte is highly reactive with lithium metal and decomposition of the solid electrolyte at the interfaces occurs. The solution researched is to have xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx. Li7P3S11 and Li6PS5X (X = Cl, Br,I) Li10GeP2S12 (LGPS) • High ionic conductivity • Relatively flexible Li10SnP2S12 (LSPS) High ionic conductivity at RT, but germanium is costly Li9.54Si1.74P1.44S11.7Cl0.3 Solid State Battery | Sample | www.yole.fr | ©2018
  21. 21. 21 SOLID-STATE-BATTERY MANUFACTURING APPROACHES Hitachi Zosen (JP) All solid-state battery made by a lamination (machine stamping or press forming) process resulting in lower electrolyte resistanceand no need for application of pressure on the cell. • Benefits of Hitachi Zosen press technology approach: • Battery can be charged/discharged without applying mechanicalpressure • Actually, the conventional all-solid Li-ion rechargeable batteries need to be charged/discharged while being mechanically pressured to keep the ionic conductivity among material particles of the solid electrolyte. Cross-section images of pellet-type and thin-layer solid- state batteries Hitachi Zosen Prototype of a solid-state Li-ion battery cell Hitachi Zosen Comparison of manufacturing of conventional Li-ion cells and Hitachi Zosen’s approach for solid-state battery Hitachi Zosen Solid State Battery | Sample | www.yole.fr | ©2018
  22. 22. 22 SOLID-STATE BATTERY PLAYERS Split by business type The main interest in SSB is on the side of material development and supply and EV/HEV makers. Solid-state battery companies - split by business. Major players are shown (non-exhaustive list). R&D players are not shown here. Yole Développement xxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxx xxxxxxx xxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxx xx xx xx xxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxx xxxxxx Solid State Battery | Sample | www.yole.fr | ©2018
  23. 23. 23 NEI CORPORATION (USA) NEI Corporation NEI Corporationdevelops,manufactures,and distributesnanoscale materials xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Founded 1997 HQ Somerset, NJ,USA Website www.neicorporation.com Company type Privately held Employees 50 Cell chemistry Li-ion Solid-state battery Cell format Coin cell Pouch cell Product(s) xxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxx Applications and key customers • NEI offers a variety of cathode, anode, and electrolyte materials for use in lithium-ion and sodium-ion batteries for various applications. Highlights • NEI offers also electrochemical testing services, including lithium-ioncoin cell and pouch cell fabrication (prototyping) and testing. • NEI offers its patent-pending, solid electrolyte material – lithium tin phosphorous sulfide (Li10SnP2S12)– along with various custom produced oxide and non-oxide solid electrolyte material compositions (e.g., sulfide-based), as well as a polymer-ceramic composite electrolyte and a PEO-based polymer solid electrolyte. Solid State Battery | Sample | www.yole.fr | ©2018
  24. 24. 24 RELATED REPORTS Solid State Battery | Sample | www.yole.fr | ©2018
  25. 25. Conventional Li-ion battery technologies, based on flammable liquid electrolytes, are continuously improving. However, faster progress towards greater safety, higher performance, and better cost reduction is desired. A next-generation battery technology like solid-state battery, which uses solid electrodes and solid electrolytes, could potentially satisfy these objectives. The main drivers for solid-state battery development are safety (especially in space, aerospace, and automotive applications, as well as some consumer applications), added-value differentiation (especially for EV/HEV), and the increasing difficulties faced by conventional Li- ion cell technology in further increasing battery energy density without compromising safety. Solid-state battery’s commercialization and market growth will depend on its added-value differentiation gap compared to conventional Li- ion batteries, which differs for each application analyzed in this report: EV/HEV, space, aerospace, and consumer electronics. SOLID-STATE BATTERY Market & Technology report - June 2018 SOLID-STATE BATTERY - DRIVERS AND APPLICATIONS A feasible way towards safer, better-performing batteries? KEY FEATURES • 2018 - 2025 market forecast in MWh for solid-state lithium-ion batteries, along with applications roadmap • Overview of solid-state battery’s main applications, Li-ion battery’s current positioning, and solid-state battery’s value proposition • Analysis of solid-state battery’s main advantages, as well as the remaining key challenges for solid- state battery commercialization • Proposal of different approaches for solid-state battery’s’ commercial introduction • Solid-state battery supply chain analysis (Yole Développement, June 2018) - Now (2018) Soon RD EV/HEV Aerospace Space Consumer electronics Space EV/HEV Commercialization start Mid-term Long-term Pre-commercialization WHY IS SOLID-STATE BATTERY DEVELOPMENT ACCELERATING? Solid-state battery is not a new technology - in fact, the first research activities date to the late 1950s. Solid-state battery technology has found applications in the form of microbatteries as a micro-power source for sensors, etc. (not analyzed in this report). Unfortunately, the materials and manufacturing methods used for microbattery’s fabrication are extremely difficult to translate into bulk-size battery manufacture on a cost-effective basis. Today, there is no commercially-available bulk solid-state battery (not including the polymer- based solid-state batteries from Bolloré Group, which must be heated to 60 - 80°C). Over the last several years, numerous different players have made announcements regarding the readiness of prototype cells and expected commercialization starts, only to see these ultimately be cancelled or postponed. And despite decades of development, many technology challenges remain unsolved, as shown in this report. So why do we see such a strong, growing interest in solid-state battery development and commercialization? What are the key drivers here? According to Yole Développement’s analysis, the main cause of this momentum is the strong application-pull of game-changing battery industry players: the EV/HEV makers. Established automotive players (Toyota, Volkswagen BMW, etc.) and newcomers (i.e. Dyson, Fisker) plan to commercialize EV/HEV with a battery that will be safer, lighter, and longer-running than conventional Li-ion battery. A growing number of players involved in solid-state battery development is another reason for increased momentum, as are a variety of newly- established solid-state battery consortiums. Numerous industry players (23 companies in the Japanese Libtec consortium alone!) and RD players from different areas are combining their efforts, each bringing a piece of technology know- how. Indeed, sharing know-how from four main technology areas is crucial for bringing solid-state battery to commercialization. Also, large coverage Solid-state battery applications roadmap
  26. 26. SOLID-STATE BATTERY WHO MAKESWHAT IN SOLID-STATE BATTERY TECHNOLOGY DEVELOPMENT? Regarding solid-state battery technology development, there are many technology bricks involved, including electrolyte material screening, ionic conductivity enhancement, electrolyte/electrode interface stability, lithium metal anode, separator coating, cell and pack manufacturing methods, battery management system (BMS), and battery pack design. According to Yole Développement’s analysis, there are more than 100 companies and RD players involved in solid-state battery development. For an emerging technology, it might be surprising to see that only 14 of 68 industrial companies identified are start- up companies (Ionic Materials, NEI Corporation, QuantumScape, etc.). These start-ups are positioned mainly in electrolyte material screening and development. RD activities are rapidly developing within big companies, 54 of which have been identified by Yole Développement. The main big companies are car makers: Toyota, BMW, Volkswagen, Renault- Nissan-Mitsubishi Alliance, and Hyundai. Toyota, with a strong solid-state development history and 200+ engineers working on solid-state battery technology, is considered a leader here. Strong participation from EV/HEV makers is extremely important for solid-state battery commercialization. Besides huge market potential, they bring to solid- state battery development know-how regarding EV/ HEV battery requirements, battery pack assembly, testing, and qualification. And in fact, the simplification of battery pack design and its components will improve solid-state battery’s cost-competitiveness compared to conventional Li-ion batteries. Other players include conventional Li-ion battery cell manufacturers (i.e. Samsung SDI, LG Chem, of multiple topics by different players is important for solid-state battery, enabling accelerated evaluation of different technology approaches and concentration on the most promising ones. Four different player types - joined forces and shared knowledge to overcome the challenges of solid-state battery commercialization (Yole Développement, June 2018) 3- RD 1.Technology provider 2. Equipment supplier 3. Cell manufacturer 4.Automotive OEM • Cell design • High-volume manufacturing • Process control • High yield • SSB IP freedom to operate • Pack design and manufacturing • Pack components choice • Direct customer for SSB • SSB IP freedom to operate • Equipment adapted for SSB • Manufacturing line integration • SSB IP freedom to operate • Electrolyte material choice • SSB IP freedom to operate SSB IP: Intellectual property Solid-state battery players* - split by type (Yole Développement, June 2018) Start-up: 14 RD: 40 108 Big company: 54 *Non-exhaustive list (including RD players)
  27. 27. MARKET TECHNOLOGY REPORT COMPANIES CITED IN THE REPORT (non exhaustive list) A123 Systems, Asahi Kasei, Blue Solutions, BMW, Bolloré, Bosch, BrightVolt, CATL, CEA, China Dynamics, Continental, Delf University of Technology, Dongshi Kingpower Science and Technology Ltd, Forge Nano, Fraunhofer ISC, GS Yuasa, Hitachi Zosen, Hydro Québec, Idemitsu Kosan, Ilika, IMEC, Ionic Materials, Johnson Battery Technologies, Japan Aerospace Exploration Agency (JAXA), Kalptree, Kuraray, LG Chem, Manz, NEI Corporation, Nissan, Panasonic, Pathion, PSA Peugot Citroën, Quantumscape, Renault, Saft, Samsung SDI, Sakti3, Siemens, Solid Energy, Solid Power, Solvay, Tokyo Institute of Technology, Toray, Toshiba, Toyota, Umicore, University of Bath, University of Münster, University of Oxford, Volkswagen, and more. Report objectives 6 Companies cited in this report 7 List of abbreviations 8 Executive summary 9 Noteworthy news 35 Introduction 38 Three main axes of innovation in batteries Two ways for battery cell development to meet market expectations Solid-state battery 42 Solid-state battery, in a nutshell Solid-state microbattery vs. bulk solid-state battery Why solid-state battery? 48 Solid-state battery as a the next-generation of Li-ion batteries Solid-state battery - main drivers What does solid-state battery compete with? - conventional Li-ion battery 51 Li-ion technologies and applications Different LI-ion battery cells - comparative table Comparative graph of energy density for different Li-ion battery cells Where are Li-ion battery’s limitations/weak points? Safety issues related to Li-ion batteries - thermal runaway How can advanced batteries compete with lithium-ion technologies? Solid-state battery - main advantages and drawbacks Applications and market forecast for solid-state batteries 73 Applications - Early adopters of solid-state batteries - Solid-state battery attributes vs. application requirements EV/HEV Space applications Aerospace applications - main drivers Consumer electronics Yole’s solid-state battery application roadmap 2018 - 2025 solid-state battery forecast Solid-state battery demand in 2025, split per application Yole’s forecast - hypothesis How to make solid-state battery market-ready? Why is solid-state battery development accelerating? Commercialization approaches for solid-state battery in the EV/HEV market Main solid-state battery challenges 114 Solid-state battery electrolyte materials 131 Manufacturing techniques 142 Solid-state battery - development 155 Solid-state battery - supply chain, partnerships, and business approaches 163 Main RD players Main industrial players Solid-state battery - ranking of main patent assignees Solid-state battery IP dynamics - graph of patent assignees per year Solid-state battery - supply chain dynamics Solid-state battery - recent investments Solid-state battery - mergers acquisitions, exits Why are players from across the battery supply chain interested in solid-state battery? Partnerships Conclusion 192 Appendix - company profiles (20 companies and RD institutions) 194 TABLE OF CONTENTS (complete content on i-Micronews.com) OBJECTIVES OF THE REPORT • Offer deep insight into the key drivers and value proposition of solid-state battery technologies, compared to conventional Li-ion batteries • Provide an analysis of the remaining challenges to bringing solid-state battery to commercialization • Present the main applications and different approaches for solid-state battery commercialization • Furnish a market forecast for solid-state battery • Deliver an overview of different solid-state electrolyte materials and manufacturing methods for solid-state battery cells • Identify the solid-state battery supply chain’s main trends. Provide a detailed analysis of the supply chain, including main RD and industrial players, partnerships, and business approaches. AUTHOR Dr. Milan Rosina is Senior Analyst, Power Electronics Batteries, within the Power Wireless division at Yole Développement (Yole). Milan has 20 years of scientific, industrial, and managerial experience involving equipment and process development, due diligence, technology, and market surveys in the fields of renewable energies, EV/ HEV, energy storage, batteries, power electronics, thermal management, and innovative materials and devices. Milan received his PhD from National Polytechnical Institute (Grenoble, France). Prior to joining Yole, Dr. Rosina worked for the Institute of Electrical Engineering in Slovakia; Centrotherm in Germany; Fraunhofer IWS in Germany; CEA LETI in France; and utility company ENGIE in France. Find more details about this report here: RELATED REPORTS Benefit from our Bundle Annual Subscription offers and access our analyses at the best available price and with great advantages • Status of the Rechargeable Li-ion Battery Industry • Beyond Li-ion Batteries: Present and Future Li-ion Technology Challengers Find all our reports on www.i-micronews.com A123 Systems), battery separator technology solutions suppliers (Asahi Kasei), and materials suppliers (Solvay, Umicore, etc.). According to Yole Développement’s market forecast, mass production of solid-state batteries will begin by 2022 and represent less than 1% of Li-ion battery demand by 2025. This might explain the relative low interest from equipment suppliers, which might change later on when the building of large solid- state battery manufacturing capacities commences.
  28. 28. ORDER FORM Solid-State Battery SHIPPING CONTACT First Name: Email: Last Name: Phone: PAYMENT BY CREDIT CARD Visa Mastercard Amex Name of the Card Holder: Credit Card Number: Card Verification Value (3 digits except AMEX: 4 digits): Expiration date: BY BANK TRANSFER BANK INFO: HSBC, 1 place de la Bourse, F-69002 Lyon, France, Bank code: 30056, Branch code: 00170 Account No: 0170 200 1565  87, SWIFT or BIC code: CCFRFRPP, IBAN: FR76 3005 6001 7001 7020 0156 587 RETURN ORDER BY • FAX: +33 (0)472 83 01 83 • MAIL: YOLE DÉVELOPPEMENT, Le Quartz, 75 Cours Emile Zola, 69100 Villeurbanne/Lyon - France SALES CONTACTS • Western US Canada - Steve Laferriere: + 1 310 600-8267 – laferriere@yole.fr • Eastern US Canada - Troy Blanchette: +1 704 859 0453 – troy.blanchette@yole.fr • Europe RoW - Lizzie Levenez: + 49 15 123 544 182 – levenez@yole.fr • Japan Rest of Asia - Takashi Onozawa: +81 34405-9204– onozawa@yole.fr • Greater China - Mavis Wang: +886 979 336 809 – wang@yole.fr • Specific inquiries: +33 472 830 180 – info@yole.fr (1) Our Terms and Conditions of Sale are available at www.yole.fr/Terms_and_Conditions_of_Sale.aspx The present document is valid 24 months after its publishing date: June 29, 2018 / ABOUT YOLE DEVELOPPEMENT BILL TO Name (Mr/Ms/Dr/Pr): Job Title: Company: Address: City: State: Postcode/Zip: Country*: *VAT ID Number for EU members: Tel: Email: Date: PRODUCT ORDER - Ref YD18023 Please enter my order for above named report: One user license*: Euro 5,990 Multi user license: Euro 6,490 - The report will be ready for delivery from July 4, 2018 - For price in dollars, please use the day’s exchange rate. All reports are delivered electronically at payment reception. For French customers, add 20% for VAT I hereby accept Yole Développement’s Terms and Conditions of Sale(1) Signature: *One user license means only one person at the company can use the report. Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services, reverse engineering and reverse costing services and well as IP and patent analysis. With a strong focus on emerging applications using silicon and/or micro manufacturing, the Yole group of companies has expanded to include more than 80 collaborators worldwide covering MEMS and image sensors, Compound Semiconductors, RF Electronics, Solid-state lighting, Displays, Software, Optoelectronics, Microfluidics Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics and Batteries Energy Management. The “More than Moore” market research, technology and strategy consulting company Yole Développement, along with its partners System Plus Consulting, PISEO and KnowMade, support industrial companies, investors and RD organizations worldwide to help them understand markets and follow technology trends to grow their business. CONSULTING AND ANALYSIS • Market data research, marketing analysis • Technology analysis • Strategy consulting • Reverse engineering costing • Patent analysis • Design and characterization of innovative optical systems • Financial services (due diligence, MA with our partner) More information on www.yole.fr MEDIA EVENTS • i-Micronews.com website related @Micronews e-newsletter • Communication webcast services • Events: TechDays, forums… More information on www.i-Micronews.com REPORTS • Market technology reports • Patent investigation and patent infringement risk analysis • Teardowns reverse costing analysis • Cost simulation tool More information on www.i-micronews.com/reports CONTACTS For more information about : • Consulting Financial Services: Jean-Christophe Eloy (eloy@yole.fr) • Reports: David Jourdan (jourdan@yole.fr) Yole Group of Companies • Press Relations Corporate Communication: Sandrine Leroy (leroy@yole.fr)
  29. 29. © 2018 Yole Développement From Technologies to Market Source: Wikimedia Commons
  30. 30. 2©2018 | www.yole.fr | About Yole Développement YOLE DEVELOPPEMENT – 4 DIVISIONS Life Sciences Healthcare o Microfluidic o BioMEMS o Inkjet Printing o Solid-State Medical Imaging BioPhotonics o BioTechnologies Power Wireless o RF DevicesTechnology o Compound Semiconductors Emerging Materials o Power Electronics o Batteries Energy Management Semiconductor Software o Package Assembly Substrates o SemiconductorManufacturing o Memory o Software Computing Photonics, Sensing Display o Solid-State Lighting Display o MEMS,Sensors Actuators o Imaging o Photonics Optoelectronics Semiconductor Software Power Wireless Photonics, Sensing Display Life Sciences Healthcare
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  37. 37. 9©2018 | www.yole.fr | About Yole Développement 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
  38. 38. 10©2018 | www.yole.fr | About Yole Développement 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 − Gas Particles 2018 – Market Technology Report − Gas Particles 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 o MARKET AND TECHNOLOGY REPORT – by Yole Développement − 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 o PATENT ANALYSES – by KnowMade − 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 o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Consumer Biometrics: Sensors Software 2018 – Update − Processing Hardware and Software for AI 2018 - Vol. 1 2 − From Image Processing to Deep Learning, Introduction to Hardware and Software Update : 2017 version still available / *To be confirmed
  39. 39. 11©2018 | www.yole.fr | About Yole Développement OUR 2018 REPORTS COLLECTION (2/4) IMAGING OPTOELECTRONICS o MARKET AND TECHNOLOGY REPORT – by Yole Développement − 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 o PATENT ANALYSES – by KnowMade − iPhone X Dot Projector – Patent-to-Product Mapping o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade − 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 o MARKET AND TECHNOLOGY REPORT – by Yole Développement − 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* o PATENT ANALYSES – by KnowMade − 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 o MARKET AND TECHNOLOGY REPORT – by Yole Développement − 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 Update : 2017 version still available / *To be confirmed
  40. 40. 12©2018 | www.yole.fr | About Yole Développement OUR 2018 REPORTS COLLECTION (3/4) MEMORY o MARKET AND TECHNOLOGY REPORT – by Yole Développement − 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 o PATENT ANALYSES – by KnowMade − 3D Non-Volatile Memories – Patent Landscape COMPOUND SEMICONDUCTORS o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Status of Compound Semiconductor Industry 2018* − GaAs Materials, Devices and Applications 2018 − InP Materials, Devices and Applications 2018 − Bulk GaN Substrate Market 2017 o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade − 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 o MARKET AND TECHNOLOGY REPORT – by Yole Développement − 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 o MARKET AND TECHNOLOGY REPORT – by Yole Développement − Li-ion Battery Packs for Automotive and Stationary Storage Applications 2018 – Update o PATENT ANALYSES – by KnowMade − 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
  41. 41. 13©2018 | www.yole.fr | About Yole Développement OUR 2018 REPORTS COLLECTION (4/4) SOLID STATE LIGHTING o MARKET AND TECHNOLOGY REPORT – by Yole Développement − 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 o MARKET AND TECHNOLOGY REPORT – by Yole Développement − 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 o PATENT ANALYSES – by KnowMade − MicroLED Display – Patent Landscape Analysis MEDTECH o MARKET AND TECHNOLOGY REPORT – by Yole Développement − 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 o PATENT ANALYSES – by KnowMade − 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 o LINKED REPORTS – by Yole Développement, System Plus Consulting and KnowMade − Organs-On-Chips 2017 – Market Technology Report − Organ-on-a-Chip– Patent Landscape Analysis Update : 2017 version still available / *To be confirmed
  42. 42. 14©2018 | www.yole.fr | About Yole Développement 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).
  43. 43. 15©2018 | www.yole.fr | About Yole Développement 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
  44. 44. 16©2018 | www.yole.fr | About Yole Développement 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 Follow us on

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