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January © 2016
From Technologies to Markets
CAR-ELE JAPAN
What does the
future of
automotive
market hold?
2
TABLE OF CONTENTS
©2016 | www.yole.fr | Automotive World
Automotive and 21st century challenges 3
A PathToward CO2 emiss...
© 2015
Automotive and 21st
century challenges
©2016 | www.yole.fr | Automotive World
4
2B people
consuming
internationally-
traded goods
2B mobile
phones sold
each year
1B cars in use
©2016 | www.yole.fr | A...
5
DIFFERENT TYPES OFVEHICLES AND THEIR MARKET
Motorization rate worldwide in 2013
Motorization
rate is very
different
depe...
6
DIFFERENT TYPES OFVEHICLES AND THEIR MARKET
Passenger cars: a market still dynamic worldwide
• With 57% of world
populat...
7
WORLDWIDE CAR MARKET
Passengers and Light commercial vehicles
85.6 million
cars was
produced
worldwide in
2014
• The wor...
8
MAJOR TRENDS TRANSFORMING THE AUTOMOTIVE INDUSTRY
Two distinctive paths for autonomous vehicles
2020 - 2022
should see t...
9
MAJOR TRENDS TRANSFORMING THE AUTOMOTIVE INDUSTRY
©2016 | www.yole.fr | Automotive World
Environment / Energy Efficiency...
© 2015
A PathToward CO2
emission reduction
©2016 | www.yole.fr | Automotive World
11
CO2 EMISSION REDUCTION DRIVEN BY REGULATION
Reasons for developing electrified vehicles
The
strengthening
CO2
regulatio...
12
CO2 EMISSION REDUCTION DRIVEN BY REGULATION
Positioning of car fleet regarding the 2015/2020 EU CO2 emissions targets
M...
LEDs in Automotive
14
LEDS: IMPACT ON ENERGY CONSUMPTION
• Magneti Marelli indicates that lighting
systems based on Xenon technology for
the ...
Thermo-Electric Material in Automotive
16
AUTOMOTIVE THERMOELECTRIC GENERATOR (ATEG)
An automotive
thermoelectric
generator
(ATEG) is a
device that
converts some...
17
AUTOMOTIVE THERMOELECTRIC GENERATOR
Drivers, advantages and challenges
• Drivers
• Targets for CO2 emission reduction i...
18
AUTOMOTIVE THERMOELECTRIC GENERATOR
ATEG system components
©2016 | www.yole.fr | Automotive World
TE pellets
TEG module...
19
AUTOMOTIVE THERMOELECTRIC GENERATOR
Examples of existing systems
• In 2006, scientists in
BSST, now the
Advanced Techno...
© 2015
Market andTrends in
Electric and Hybrid Electric
Vehicles (EV/HEV)
©2016 | www.yole.fr | Automotive World
21
DIFFERENT TYPES OFVEHICLES AND THEIR MARKET
Different level of electrification and CO2 reduction associated
©2016 | www...
EV/HEV Market Status
23
WHAT MADE THE MARKET GROW IN THE LASTYEARS?
Customer point of view on electric cars is changing
• Electrified cars were...
24
0%
20%
40%
60%
80%
100%
120%
0 5 10 15
CO2Reduction
Additional cost (k$)
EV/HEV MARKET DRIVERS & BARRIERS
HEV/EV additi...
25
WHAT MADE THE MARKET GROW IN THE LASTYEARS?
Range increase reassures customers and boosts the sales
Thanks to
battery c...
26
WHAT ARE THE REMAINING BRAKES FOR ELECTRIFIED CARS GROWTH?
An expensive electro-mobility also due to high battery cost
...
27
0
2 000
4 000
6 000
8 000
10 000
12 000
DC chargers units evolution worldwide
Japan Europe USA Others Total
WHAT MADE T...
28
0
2
4
6
8
10
12
14
Thermic Start/Stop Mild HEV Full HEV PHEV EV
Cost(in$)
Average cost of 100km for different types of ...
29
DIFFERENT TYPES OFVEHICLES AND THEIR MARKET
What about electrified cars?
• Even if the first
electric car was
born at t...
TechnologyTrends in EV/HEV
31
CHALLENGES IN EV/HEV
TechnicalTargets: Power density roadmap for PE used in electric vehicles
• Cost of EV/HEV systems ...
32
CASE STUDY: POWER ASSEMBLY: NISSAN LEAF INVERTER WEIGHT REPARTITION
The biggest
part of Nissan
Leaf inverter
in terms o...
33
TECHNOLOGY ROADMAP
Main targets:
• better
cooling
• higher
integration
• multiple
inverters
Converters co-integration
•...
34
TECHNOLOGY ROADMAP
Main targets:
• better
cooling
• higher
integration
• higher
frequency
Toyota 2010
• Standard packag...
How SiC and GaN gain momentum in
EV/HEV?
36
SiC ADDEDVALUE
SiC
devices
allow to
reduce
system
size and
weight.
High electron mobilityHigh JunctionT°
No recovery ti...
37
SEMICONDUCTOR DEVICES: PLENTY OF OPPORTUNITIES FOR WIDE BANDGAP
Power device technology positioning
WBG devices
are pri...
38
DIFFERENT TYPES OF ELECTRIFIEDVEHICLES
Definition
WBG could
be used for
full HEV
PHEV and
pure EV
applications.
Functio...
39
Converters SSV
Mild
HEV
Full
HEV
PHEV (with
EREV)
EV (BEV
or FCV)
1. Start/stop module
MOSFET
1.5 to 10 kW
Av: 3.5 kW
2...
40
YOLE’SVISION OF WBG PENETRATION IN EV/HEV BEFORE 2020
GaN vs SiC *
GaN and SiC
have
opportunities
in different
applicat...
41
CONVERTERS & INVERTERS IN EV/HEV
Where SiC & GaN?
©2016 | www.yole.fr | Automotive World
DC/DC
boost
converter
DC/AC
In...
42
ROADMAP OF IMPLEMENTATION OF SiC DEVICES IN EV/HEV
©2016 | www.yole.fr | Automotive World
AC/DC
on-
board
charger
DC/DC...
43
SiC – EV/HEV PARTNERSHIPS
Case study: Mitsubishi
Mechatronic
integration is
a promising
approach to
further
reduce the
...
44
SiC – EV/HEV PARTNERSHIPS
SiC components evaluation byToyota
Test of SiC
components
in hybrid
vehicle and
fuel cell bus...
45
SiC AT TOYOTA: CASE STUDY
Toyota’s vision
Toyota’s goal is
to have 10%
improvement
in fuel
efficiency and
PCU
downsizin...
46
SIC DEVICE MARKET IN EV/HEV
Split by type
The
implementation
of SiC in HV/HEV
began with on-
board chargers.
Implementa...
47
GAN DEVICE MARKET IN EV/HEV
Split by type – Nominal scenario
GaN
transistors
are expected
for on-board
chargers and
LV-...
© 2015
Sensors for Autonomous
Vehicles:
Status andTrends
©2016 | www.yole.fr | Automotive World
49
$200B
HOW SIGNIFICANT IS THE AUTOMOTIVE INDUSTRY?
Two industries
controlled by
giant companies
with ~$200B in
revenue
2...
50
GLOBAL TECHNOLOGY ROADMAP
Moore and beyond: from information to interaction and transformation
MEMS & sensors
enable ke...
51
TECHNOLOGY BLOCKS FOR AUTOMATION
Software and
ECU are the
next blocks to
evolve
©2016 | www.yole.fr | Automotive World
...
52
TECHNOLOGY SLOWLY REPLACES THE DRIVER
It should
take almost
150 years
to replace the
driver in high-
end cars
©2016 | w...
53
SENSORS EMBEDDED ON SEMI-AUTONOMOUS VEHICLES
How to sense environment, obstacles, potholes, etc.?
Turn your car
into a
...
54
TECHNOLOGY OVERVIEW - COMPARISON
Due to
redundancy, a
car will have
different
technologies
for the same
functions
©2016...
55
HOW TO INTEGRATE LIDAR IN A CAR
Some LIDAR
developers, like
Quanergy,
target high-
performance
LIDAR at a low
price for...
56
SENSOR MODULE ASP FOR EACH AUTOMATION LEVEL
A level-3 car
will have
$2200 worth
of embedded
sensors for
AD
©2016 | www....
57
INDUSTRIAL CHAIN FOR AUTOMOTIVE
A
conventional
automotive
industrial
chain…
©2016 | www.yole.fr | Automotive World
Car
...
58
INDUSTRIAL CHAIN FOR AUTOMOTIVE
Some
newcomers
could change
the landscape
©2016 | www.yole.fr | Automotive World
Car
ma...
59
INDUSTRIAL CHAIN FOR AUTOMOTIVE
A
consolidated
automotive
industrial
chain
©2016 | www.yole.fr | Automotive World
Servi...
Any question?
oDr. Pierric GUEGUEN
• Business Unit Manager
• gueguen@yole.fr
oMr.Takashi ONOZAWA
• PresidentYole KK
• onoz...
61
OUR 2015 REPORTS PLANNING
MARKET &TECHNOLOGY
REPORTS byYole
Développement
o MEMS & SENSORS
− Sensors and Data Managemen...
© 2015
Yole Développement
FromTechnologies to Market
63
MEMS &
Sensors
LED / OLED
Compound
Semi.
Imaging Photonics
MedTech
Manufacturing
Advanced
Packaging
PV
Power
Electronic...
64
4 BUSINESS MODELS
o Consulting and Analysis
• Market data & research, marketing analysis
• Technology analysis
• Strate...
65
A GROUP OF COMPANIES
Market,
technology and
strategy
consulting
www.yole.fr
M&A operations
Due diligences
www.yolefinan...
66
OUR GLOBAL ACTIVITY
Yole Japan
Yole Inc.
Yole
Korea
40% of our business is in
EU countries
30% of our business is in
No...
67
SERVING THE ENTIRE SUPPLY CHAIN
Our analysts
provide
market
analysis,
technology
evaluation,
and business
plan along th...
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CONTACT INFORMATION
oConsulting and Specific Analysis
• North America: Steve LaFerriere, Director of Northern America B...
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What does the future of automotive market hold? 2016 Presentation Yole Developpement at CAR-ELE Japan Tokyo

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The world is getting richer, even though 2/3 of Earth’s population can’t access consumer goods 2B people consuming internationally-traded goods
2B mobile phones sold each year
1B cars in use
Motorization rate is very different depending on countries. Where it is low, there is a huge opportunity for automotive

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What does the future of automotive market hold? 2016 Presentation Yole Developpement at CAR-ELE Japan Tokyo

  1. 1. January © 2016 From Technologies to Markets CAR-ELE JAPAN What does the future of automotive market hold?
  2. 2. 2 TABLE OF CONTENTS ©2016 | www.yole.fr | Automotive World Automotive and 21st century challenges 3 A PathToward CO2 emission reduction 10 • LEDs in Automotive 13 • Thermo-Electric Material in Automotive 15 Market andTrends in Electric and Hybrid ElectricVehicles (EV/HEV) 20 • EV/HEV Market Status 22 • TechnologyTrends in EV/HEV 30 • How SiC and GaN gain momentum in EV/HEV? 35 Sensors for AutonomousVehicles: Status andTrends 48
  3. 3. © 2015 Automotive and 21st century challenges ©2016 | www.yole.fr | Automotive World
  4. 4. 4 2B people consuming internationally- traded goods 2B mobile phones sold each year 1B cars in use ©2016 | www.yole.fr | Automotive World GLOBAL MARKET ROADMAP World demographics & wealth growth “Emerging” economies “Newly industrialized” economies “Developed” economies The world is getting richer, even though 2/3 of Earth’s population can’t access consumer goods <$1 $5 $50 $100+ <$1 $5 $50 $100+ Source Hans Rosling Gap Minder Consumer societies X1.752B/7B people 3.5B/8B people GDP/day /person 2010 2030 Yole Développement © August 2015 CAGR 2.8% 1 Square =1B people
  5. 5. 5 DIFFERENT TYPES OFVEHICLES AND THEIR MARKET Motorization rate worldwide in 2013 Motorization rate is very different depending on countries. Where it is low, there is a huge opportunity for automotive market ©2016 | www.yole.fr | Automotive World Amount of vehicles per 1,000 inhabitants 649 167 NAFTA C&S America EU 28/EFTA 565 Africa 43 Asia (without Japan and South Korea)/Oceania/ Middle East 73 722 91 Japan and South Korea 544 308 Russia/Other Europe 253 Worldwide average: 174 vehicles/1,000 inhabitants Source: OICA
  6. 6. 6 DIFFERENT TYPES OFVEHICLES AND THEIR MARKET Passenger cars: a market still dynamic worldwide • With 57% of world population that cannot imagine their life without a car, and considering the low rate of motorization in developing countries such as India or China, passenger cars market should keep on increasing in the coming years • Growth is tempered by the high rate of motorization in “developed” countries ©2016 | www.yole.fr | Automotive World 2013 2014 2015 2020 Sales of passenger cars worldwide 85 millions 88 millions 90 millions 102 millions …
  7. 7. 7 WORLDWIDE CAR MARKET Passengers and Light commercial vehicles 85.6 million cars was produced worldwide in 2014 • The worldwide car market featured a growth in 2014: +2.8% compared to 2013. • There are large differences in the market evolution in different regions. • With its small amount of cars per inhabitant and its perspectives of evolution, China is pulling the market (21.8 million vehicles produced in 2014). • The total number of cars produced in 2014 represents 85.6 million units. • There is a large potential for car electrification. 85.6 million cars Worldwide car production in 2014: Split per region. Passengers and Light commercial vehicles only ©2016 | www.yole.fr | Automotive World
  8. 8. 8 MAJOR TRENDS TRANSFORMING THE AUTOMOTIVE INDUSTRY Two distinctive paths for autonomous vehicles 2020 - 2022 should see the first implementations ©2016 | www.yole.fr | Automotive World 1900 1980 2012 2022 2028 2040 Technology x Market Penetration The Automobile’s Evolution 12 years6 years10 years32 years80 years Yole Développement © September 2015 Low-expectation “cars” fulfilling a new plane of consumption needs Disruption? Electronics invade cars The electric car maturesIndustrialization phase New use case Faraday Future
  9. 9. 9 MAJOR TRENDS TRANSFORMING THE AUTOMOTIVE INDUSTRY ©2016 | www.yole.fr | Automotive World Environment / Energy Efficiency Safety Shared Mobility Digital / Connectivity Business Models New Players In a not so distant future (10-20 years), one can envision a world where a shared automated vehicle could be summoned by a click on a smartphone!
  10. 10. © 2015 A PathToward CO2 emission reduction ©2016 | www.yole.fr | Automotive World
  11. 11. 11 CO2 EMISSION REDUCTION DRIVEN BY REGULATION Reasons for developing electrified vehicles The strengthening CO2 regulation is the key driver for the electrification of vehicles. There are three main reasons that push the electrified vehicles market growth: • Strengthening of CO2 regulation • Fuel price instability and dependence on geopolitical issues • Incentives for EV/HEV vehicles and advantages for EV/HEV vehicles • Bus line driving allowance • Free parking places in city centers • Dedicated parking places • Etc. barriers for thermal (polluting) vehicles. ©2016 | www.yole.fr | Automotive World
  12. 12. 12 CO2 EMISSION REDUCTION DRIVEN BY REGULATION Positioning of car fleet regarding the 2015/2020 EU CO2 emissions targets Most car manufacturers have to electrify at least some of the car models of their fleet to achieve the EU emission reduction targets. *The circle size corresponds to the number of vehicle registrations per year ©2016 | www.yole.fr | Automotive World
  13. 13. LEDs in Automotive
  14. 14. 14 LEDS: IMPACT ON ENERGY CONSUMPTION • Magneti Marelli indicates that lighting systems based on Xenon technology for the low beam/high beam functions and LEDs for all the other front and rear lighting functions, could save up to 80 Watts and 2 grams of CO2 emissions per kilometer. In 2014, the European Commission included the company’s “E- Light” LED low beam module among approved “Eco-innovations” granting a 1g CO2 /km per vehicle emission credit to carmakers adopting the system [1]. • Valeo estimate that a passenger using LED for all functions would save 3g CO2 /km. • The full LED headlamp of the 2014 Peugeot 308 result in a 50% reduction of CO2 emission compared to halogen headlamps. • In term of fuel consumption, Mazda estimates that LED Headlamps in its Demio car result is fuel consumption improvement of 1.9%. Efficient lighting systems can help reducing vehicles fuel consumption and emissions. ©2016 | www.yole.fr | Automotive World [1] As from 2012, if the average CO2 emissions of a carmaker’s fleet exceeds the limit value set by the legislator, the carmaker will be required to pay a fine for the excess emissions of each registered vehicle. This fine amounts to € 5 for the first g/km over the limit, € 15 for the second g/km over the limit, € 25 for the third g/km over the limit, up to € 95 for all subsequent g/km over the limit. Starting in 2019, the fine will be increased to € 95 as from the first gram over the limit. But all carmakers can upon request, benefit from a credit of up to a maximum of 7 g/ CO2 if they adopt approved and certified Eco-Innovations on each vehicle. Evolution of power consumption for headlamp systems (source: Koito) Halogen HID Xenon Led Low Beam 55W x 2 35W x 2 16W x 2 High Beam 60W x 2 35W x 2 + 60W x 2 16W x 2 + 16W x2 Headlamp Power consumption for Mazda’s Demio (source: company)
  15. 15. Thermo-Electric Material in Automotive
  16. 16. 16 AUTOMOTIVE THERMOELECTRIC GENERATOR (ATEG) An automotive thermoelectric generator (ATEG) is a device that converts some of the waste heat of an internal combustion engine in car into electricity using the Seebeck effect. ©2016 | www.yole.fr | Automotive World • Different approaches to reduce fuel consumption are under development, including thermoelectric generators. • Automotive Thermoelectric Generator (ATEG) converts directly the heat energy that escapes from a vehicle powered by an internal combustion engine (ICE), to electricity. ICE car CO2emissions ICE+ATEG ATEG helps to reduce the fuel consumption of a Internal Combustion Engine (ICE) vehicle 5-7% decrease
  17. 17. 17 AUTOMOTIVE THERMOELECTRIC GENERATOR Drivers, advantages and challenges • Drivers • Targets for CO2 emission reduction in cars • Growing needs for electricity supply in vehicles • Advantages: • Use of energy that would be otherwise wasted • Relatively small size • No moving parts • No circulating fluid (depending on system design) • Challenges • High cost of thermoelectric materials • Existing alternatives for reducing CO2 emissions in vehicles • Inefficiency to generate high power • Needs for durable and maintenance-free power sources • Reliability under high temperature operation and multiple thermal cycling ©2016 | www.yole.fr | Automotive World 0 200°C 400°C 600°C 800°C Human body Solar heat Geothermal heat Cooling Automotive Industrial heat Industrial heat Open fire Durability and maintenance-free operation is one of the key challenges of using thermoelectricity in cars Waste heat to Electricity  Thermoelectric generator
  18. 18. 18 AUTOMOTIVE THERMOELECTRIC GENERATOR ATEG system components ©2016 | www.yole.fr | Automotive World TE pellets TEG module Example of a TEG system prototype with TE modules, connections to the exhaust pipe and cold plate (Courtesy: GMZ Energy, Bosch) Schematic of an ATEG built in a exhaust system and example of an envisaged TEG application in automotive industry – electrically heated seats TEG module schematic Ceramic plate + metallization These images are for illustration purposes only. Ceramic plate DC/DC TEG Catalyst Muffler Power converter Liquid Cooler Metallized ceramic plates N-type and p-type legs
  19. 19. 19 AUTOMOTIVE THERMOELECTRIC GENERATOR Examples of existing systems • In 2006, scientists in BSST, now the Advanced Technology division of Gentherm Incorporated and BMW of North America announced their intention to launch the first commercial ATEG in 2013… The Gentherm ATEG positions semiconductors between the exhaust stream and a cooled outer surface to produce electricity.[15] • Not yet available commercially? a ©2016 | www.yole.fr | Automotive World Prototypes of vehicles with thermoelectronics DOE
  20. 20. © 2015 Market andTrends in Electric and Hybrid Electric Vehicles (EV/HEV) ©2016 | www.yole.fr | Automotive World
  21. 21. 21 DIFFERENT TYPES OFVEHICLES AND THEIR MARKET Different level of electrification and CO2 reduction associated ©2016 | www.yole.fr | Automotive World CO2 reduction compared to thermal vehicles (in %) Level of electrificationThermal vehicle (Taken as reference) SSV/µHEV Mild HEV Full HEV PHEV/ EREV EV (BEV or FCV) 5 – 10% 10 – 25% 25 – 40% 50 – 100% 100% Car example Tesla Model S Mitsubishi Outlander Toyota Prius Honda Civic Citroen C2 VW Golf Yole Développement 2015
  22. 22. EV/HEV Market Status
  23. 23. 23 WHAT MADE THE MARKET GROW IN THE LASTYEARS? Customer point of view on electric cars is changing • Electrified cars were seen as a strange technological object for a long time, which contributed to the low sales levels • With emergence of new players and cars such as the Tesla Model S or the BMW i8, customer point of view on electrified cars change. Moreover, with Volkswagen scandal (concerning faked CO2 emission rates for the brand’s vehicles) revealed, consumers are more aware of automotive pollution issues  electric cars are now seen as modern and fashion • Implication of a large part of car manufacturers also participate into the growth of electrified vehicles market  enlargement of the offer  customers can choose between various types of hybridizations (hybrid, plug-in hybrid or full electric), types of cars (SUV, sedan or smaller vehicles) and brands What people thought of EV when first hearing of it What people thought of EV when first prototypes were demonstrated What EV really look like now ©2016 | www.yole.fr | Automotive World
  24. 24. 24 0% 20% 40% 60% 80% 100% 120% 0 5 10 15 CO2Reduction Additional cost (k$) EV/HEV MARKET DRIVERS & BARRIERS HEV/EV additional cost vs CO2 reduction benefit Cost reduction for pure EV and plug-in HEV is expected to be significant in 2020 SSV Mild HEV Full HEV PHEV EV/HEV today status Pure EV Projection to 2020 • Hypothesis for 2020: • 30% reduction for electronic components • 40% reduction for batteries Source: Yole Développement ©2016 | www.yole.fr | Automotive World
  25. 25. 25 WHAT MADE THE MARKET GROW IN THE LASTYEARS? Range increase reassures customers and boosts the sales Thanks to battery cost decrease and technical solutions developed, electric cars range keep on increasing, pulling the market ©2016 | www.yole.fr | Automotive World Tesla Roadster Kandi EV Tesla Model S Mercedes SLS AMG BDNT Denza BYD e6 Toyota RAV4 Range depends on the type of vehicle chosen and the use of it.Thanks to power density increase, technical improvements and battery cost decrease, range keeps on increasing Tesla Motors cars are the first ones to have a range above 300km Kandi EV is mainly use for urban car sharing: its range is not a crucial parameter
  26. 26. 26 WHAT ARE THE REMAINING BRAKES FOR ELECTRIFIED CARS GROWTH? An expensive electro-mobility also due to high battery cost Another financial brake to electro- mobility: battery cost • As cost is one of the main criteria when purchasing a car, every additional cost is important • The difference between electric and thermic vehicles presented on the previous slide also comes from battery cost, which represents a big weight in overall cost • Even if targets for 2020 are very ambitious, current level of battery cost ©2016 | www.yole.fr | Automotive World 0 50 100 150 200 250 300 350 400 450 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Price($/kWh) Forecasts for battery pack price evolution Source:“Energy Management for smart grid, cities and buildings: Opportunities for battery electricity storage solutions” report,Yole Développement, 2015 In 2015, battery pack was sold around 370$/kWh Official target for 2020 is 100$/kWh at cell level, representing ~260$/kWh for battery pack
  27. 27. 27 0 2 000 4 000 6 000 8 000 10 000 12 000 DC chargers units evolution worldwide Japan Europe USA Others Total WHAT MADE THE MARKET GROW IN THE LASTYEARS? Charging infrastructure has been growing for a few years At the end of November 2015 there were more than11,000 DC chargers worldwide • Charging infrastructure is a key point to develop to encourage electric vehicles growth: before buying an EV a customer will check if he can charge it easily and quickly • We currently estimate that there are 1.5 times more AC chargers than BEV • Governments help developing this infrastructure financing fast DC charging points ©2016 | www.yole.fr | Automotive World Considering CHAdeMO and CCS chargers Amount of DC chargers was multiplied by 2 in one year
  28. 28. 28 0 2 4 6 8 10 12 14 Thermic Start/Stop Mild HEV Full HEV PHEV EV Cost(in$) Average cost of 100km for different types of vehicles WHAT MADE THE MARKET GROW IN THE LASTYEARS? With high price of fuel and low cost of electricity, electric mobility is cheaper Considering only the cost of “refueling” a car (at home for electric car), an EV is 6 times cheaper than a thermic vehicle • Prices of fuel and electricity vary very much depending on the areas of the world, but an average estimation gives the results shown on the chart • Even if this cost doesn’t take into account the price of buying the vehicle, some customers can find a cheaper option in electric vehicle than in a thermic vehicle ©2016 | www.yole.fr | Automotive World -10% -10% -25% -50% -50% -85%
  29. 29. 29 DIFFERENT TYPES OFVEHICLES AND THEIR MARKET What about electrified cars? • Even if the first electric car was born at the beginning of 20th century, the first representative sales of electrified cars started in 2013 • Since that year, vehicle electrification is growing • Between 2014 and 2015, the amount of full electric cars sold was multiplied by 2, which is very encouraging for the future • By 2020, we expect electrified cars to represent more than 10% of the sales ©2016 | www.yole.fr | Automotive World 2013 2014 2015* 2020* Sales of passenger cars worldwide … 1.8 M HEV (2.1%) 85 millions 88 millions 90 millions 102 millions 0.09 M PHEV (0.11%) 0.11 M EV (0.13%) 2.2 M HEV (2.5%) 2.6 M HEV (2.9%) 8.3 M HEV (8.1%) 0.14 M PHEV (0.16%) 0.3 M PHEV (0.33%) 1.4 M PHEV (1.4%) 0.14 M EV (0.16%) 0.4 M EV (0.43%) 1.8 M EV (1.8%) * Data/estimation to be confirmed
  30. 30. TechnologyTrends in EV/HEV
  31. 31. 31 CHALLENGES IN EV/HEV TechnicalTargets: Power density roadmap for PE used in electric vehicles • Cost of EV/HEV systems is not yet competitive compared to combustion engines. • To reach significantly lower cost, a considerable investment in needed in technology, integration with other vehicle systems, cross platform sharing, etc. Whole Traction Drive Systems Power Electronics Motors Year Cost $/kW kW/Kg kW/l Efficiency Cost $/kW kW/Kg kW/l Cost $/kW kW/Kg kW/l 2010 19 1.06 2.6 > 90% 7.9 10.8 8.7 11.1 1.2 3.7 2015 12 1.2 3.5 > 93% 5 12 12 7 1.3 5 2020 8 1.5 3.5 > 94% 3.3 14.1 13.4 4.7 1.6 5.7 2025 5 1.6 5 > 95% 2.1 15.8 17.6 2.9 1.7 7.4 Challenges Traction Drive System • Benchmarking technologies • Innovative systems designs Power Electronics • Innovative topologies • Temperature-tolerant devices • Packaging • Capacitors • Vehicle charging • New materials Electric Machines • Permanent magnet (PM) motors • Magnetic materials • High-performance of non-PM motors • Thermal system integration • Heat transfer technologies • Thermal stress and reliability Specification: 55kW peak for 18 sec, 30kW continuous: 15 years life Source: US Drive June 2013 ©2016 | www.yole.fr | Automotive World Key drivers for innovations in power electronics (PE): • Weight reduction • Volume reduction • Cost reduction
  32. 32. 32 CASE STUDY: POWER ASSEMBLY: NISSAN LEAF INVERTER WEIGHT REPARTITION The biggest part of Nissan Leaf inverter in terms of weight is the heat exchanger • 6 different elements are composing the weight within a 2012 Nissan Leaf Inverter • Active devices (mainly power module + gate driver) are only second in terms of weight part inside the inverter • Devices devoted to thermal management (heat exchanger) is the heaviest part, representing 1/3 of the overall weight • Packaging and connection represent a significant proportion with more than 20% of the overall weight Source: ORNL ©2016 | www.yole.fr | Automotive World 16.3 kg
  33. 33. 33 TECHNOLOGY ROADMAP Main targets: • better cooling • higher integration • multiple inverters Converters co-integration • DC/DC Boost + Inverter + Generator • Inverter + LV-HV DC/DC • On board DC/DC + LV-HV DC/DC Direct Cooling Double side cooling Co-integration motor + inverter: • Increase power density • Inverter mechatronic design to fit with motor aspect ration In-Wheel MotorDual Motors ©2016 | www.yole.fr | Automotive World Power assembly technology toward higher integration and power density
  34. 34. 34 TECHNOLOGY ROADMAP Main targets: • better cooling • higher integration • higher frequency Toyota 2010 • Standard packaging • Ribbon bonding • Direct substrate cooling Honda 2010 • Epoxy packaging • Cu lead bonding • Direct substrate cooling Delphi 2010 • Single IGBT/diode packaging • Flip-chip soldering • Direct substrate cooling Denso 2008/Lexus LS • Single IGBT/diode packaging • Flip-chip soldering • Double side cooling • Too expensive 3.0 mm Bosch 2013 • Molded package • Die on Leadframe • Thick Copper layer for thermal spreading • Direct substrate cooling Mitsubishi 2014 • Six Pack IGBT/Diode Package • Cooling fin • Thick Copper layer for thermal spreading • Direct substrate cooling ©2016 | www.yole.fr | Automotive World Power module technology toward higher integration and power density
  35. 35. How SiC and GaN gain momentum in EV/HEV?
  36. 36. 36 SiC ADDEDVALUE SiC devices allow to reduce system size and weight. High electron mobilityHigh JunctionT° No recovery time during switching Low losses less energy to dissipate Fewer cooling needs System size and weight reduction High switching frequency Smaller filters and passives Intrinsic properties Impact on operation Impact on power module Impact on power system ©2015 | www.yole.fr | Toyota Industries Corporation: SiC Market Analysis and Relationship Setup©2016 | www.yole.fr | Automotive World
  37. 37. 37 SEMICONDUCTOR DEVICES: PLENTY OF OPPORTUNITIES FOR WIDE BANDGAP Power device technology positioning WBG devices are primarily positioned in high-end applications 1200V or more 600V or less Productrange Voltage IGBT Thyristor IGCT … SiC MOSFET Triacs Bipolar … 3.3kV and more200 V GaN GaN • Historically, silicon had the complete monopoly of the semiconductors industry in Integrated Circuits (IC), in Microchips and in Power Electronics. • New raw materials for semiconductors such asWide Bandgap materials Silicon Carbide (SiC) and Gallium Nitride (GaN) have been developed since some decades now. ©2016 | www.yole.fr | Automotive World
  38. 38. 38 DIFFERENT TYPES OF ELECTRIFIEDVEHICLES Definition WBG could be used for full HEV PHEV and pure EV applications. Functions SSV Mild HEV Full HEV PHEV (with EREV) EV (BEV or FCV) Start/stop: stop engine idle when a vehicle slows down and comes to a stop X X X X X Regenerate braking X X X X Additional power for a few seconds (electric motor) X X X X Additional power for mid distance (city traffic) X X X Power for long distance (10 to 40 miles) X X X recharge battery on the grid or with a generator X X Energy savings 5-10% (up to 25% in city traffic) 10- 25% 25 – 50% 50 – 100% 100% Electric power 3-8 kW 4 - 20 kW 30 - 75 kW 70 – 100 kW 70 – 100 kW Car example PSA C2 Honda Civic Toyota Prius GMVolt Nissan Leaf PHEV: Plug-in Hybrid Electric Vehicle, EREV: Energy Range Extender Vehicle, BEV: Battery Electric Vehicle, FCV: Fuel Cell Vehicle Possible if LV-HV DC/DC Converter SiC or GaN Target ©2015 | www.yole.fr | Toyota Industries Corporation: SiC Market Analysis and Relationship Setup©2016 | www.yole.fr | Automotive World
  39. 39. 39 Converters SSV Mild HEV Full HEV PHEV (with EREV) EV (BEV or FCV) 1. Start/stop module MOSFET 1.5 to 10 kW Av: 3.5 kW 2. DC/DC converter 14V (to MOSFET – 1.5 / 3 kW – Av: 2.25 kW 3. DC/AC inverter ( + DC/DC booster option ) MOSFET or IGBT 5 /20 kW Av: 15 kW IGBT – 20 / 150 kW Av: 70 kW 4. Generator IGBT – 20 / 40 kW Av: 30 kW 5. Battery charger MOSFET - 3/6 kW – Av: 4.5 kW and then IGBT - 10 / 20 kW – Av: 15 kW Total average power / car 3.5 kW 17.25 kW 52.25 kW 56.75 to 102.5 kW (for a single motor setup) Here are the applications that are specific to HEV/EV. Standard ICE power device applications are not considered (oil pump, steering, braking, HVAC….). Auxiliary inverters have not been considered due to the small amount of power devices. DIFFERENT TYPES OF ELECTRIFIEDVEHICLES Device types and power levels WBG devices could replace Si based IGBT and MOSFET in EV/HEV applications. Could be replaced by WBG ©2015 | www.yole.fr | Toyota Industries Corporation: SiC Market Analysis and Relationship Setup©2016 | www.yole.fr | Automotive World
  40. 40. 40 YOLE’SVISION OF WBG PENETRATION IN EV/HEV BEFORE 2020 GaN vs SiC * GaN and SiC have opportunities in different applications. On-board charger topology (3 or 7kW) The topology of on-board fast charger is similar to that of inverter: SiC possible 400V Standard InverterTopology (generator) 400V 230V Already SiC SiC Possible SiC Possible GaN or SiCTransistor + SiC diode GaN or SiCTransistor LV-HV DC/DC converter topology GaN or SiCTransistor + SiC diode GaN Possible DC/DC booster SiC Possible on-board Wireless charger ©2016 | www.yole.fr | Automotive World * Our vision is based on the current status, the situation could evolve with further development.
  41. 41. 41 CONVERTERS & INVERTERS IN EV/HEV Where SiC & GaN? ©2016 | www.yole.fr | Automotive World DC/DC boost converter DC/AC Inverter Electric motor DC/AC inverter AC/DC converter 200- 450VDC DC/AC Inverter Air conditioner Torque to drive wheels / breaking energy recuperation DC/DC converter Engine generator 12V battery AC electric accessory load Toyota only High voltage battery • Two wide-band gap materials (GaN and SiC) are candidates for new devices for inverters and converters in EV/HEV. • Technologically speaking, SiC for high-power DC/AC inverters (and in the Toyota’s case also for the boost DC/DC converter) and GaN is more adapted for low-power DC/DC and AC/DC converters. • However, the choice of SiC or GaN is more complex and depends on numerous criteria. • SiC technology might be implemented also in low-power converters due to lack of technology maturity of GaN (compared to more mature SiC). Power devices positioning within an EV/HEV Yole Développement On-board battery charger DC electric accessory load
  42. 42. 42 ROADMAP OF IMPLEMENTATION OF SiC DEVICES IN EV/HEV ©2016 | www.yole.fr | Automotive World AC/DC on- board charger DC/DC Diode Switch AC/DC DC/AC Year Power 2kW 3kW 7kW 55kW+ 2015 2018 2023 Augmentation of current capacity 900V/30A from CREE is well-positioned for this segment Introduction of SiC components into devices in EV/HEV (axes not in scale) Yole Développement powertrain
  43. 43. 43 SiC – EV/HEV PARTNERSHIPS Case study: Mitsubishi Mechatronic integration is a promising approach to further reduce the system volume. • Mechatronic integration (inverter within the motor) is one of the optimization trends for the future EV/HEV cars. • Mitsubishi has developed a SiC-based inverter integrated with the motor. • Thanks to SiC capabilities, the overall volume is reduced by 44% (from 25L to 14.1L) for a 60 kW inverter. • A cylindrically-shaped power module accommodates parallel cooling ducts for improved cooling of the motor and the inverter.This design is said to ensure stable cooling and to allow the use of low-power pumps. • According to Mitsubishi, the price of SiC devices must be lowered for mass production. Mitsubishi integrated SiC liquid cooled inverter Inverter mechatronic integration with the motor ©2016 | www.yole.fr | Automotive World
  44. 44. 44 SiC – EV/HEV PARTNERSHIPS SiC components evaluation byToyota Test of SiC components in hybrid vehicle and fuel cell bus. • Project lead by:Toyota (JP) • Evaluation of the performance of SiC power semiconductors, which could lead to significant efficiency improvements in hybrids and other vehicles with electric powertrains. • Goal: to assess the improvement to efficiency achieved by the new SiC power semiconductors. • Two types of testing vehicles: • Toyota Camry hybrid prototype • Fuel cell bus • Toyota Camry hybrid prototype: • SiC power semiconductors (transistors and diodes) installed in the PCU’s internal voltage step-up converter and the inverter that controls the motor. • Fuel cell bus: • SiC diodes installed in the fuel cell voltage step-up converter, which is used to control the voltage of electricity from the fuel cell stack. • The bus is currently in regular commercial operation inToyota City. • The technologies behind these SiC power semiconductors were developed in Japan jointly by: • Toyota • Denso Corporation • Toyota Central R&D Labs., Inc. • The SiC transistor is a trenched MOSFET manufactured with a 4-inch SiC wafer. Toyota Camry hybrid prototype with SiC components SiC diode chips SiC transistor chips Toyota fuel cell bus with SiC diodes ©2016 | www.yole.fr | Automotive World
  45. 45. 45 SiC AT TOYOTA: CASE STUDY Toyota’s vision Toyota’s goal is to have 10% improvement in fuel efficiency and PCU downsizing of 80%. Over 5% fuel efficiency improvement was confirmed. • According to Toyota, approximatively 20% of HEV total electrical power loss is associated with power semiconductors. SiC power devices allow to increase fuel efficiency and reduce PCU size. • Trench structure SiC is adopted. Source:Toyota ©2015 | www.yole.fr | Toyota Industries Corporation: SiC Market Analysis and Relationship Setup©2016 | www.yole.fr | Automotive World
  46. 46. 46 SIC DEVICE MARKET IN EV/HEV Split by type The implementation of SiC in HV/HEV began with on- board chargers. Implementation in the power train is expected in 2020. Power train ©2016 | www.yole.fr | Automotive World
  47. 47. 47 GAN DEVICE MARKET IN EV/HEV Split by type – Nominal scenario GaN transistors are expected for on-board chargers and LV-HV DC/DC converters in 2018. ©2016 | www.yole.fr | Automotive World
  48. 48. © 2015 Sensors for Autonomous Vehicles: Status andTrends ©2016 | www.yole.fr | Automotive World
  49. 49. 49 $200B HOW SIGNIFICANT IS THE AUTOMOTIVE INDUSTRY? Two industries controlled by giant companies with ~$200B in revenue 2014 industry revenue comparison Consumer Electronics Industry Automotive Industry $2.2T CAGR +2.7% 88M units ASP $28,000 $1.140T CAGR +4.4% 3,046M units ASP $374 $142B CAGR +7% 88M units ASP $1,614 Automotive Electronics ©2016 | www.yole.fr | Automotive World ≈ ≈ ≈ ≈ The car is the next consumer electronics device!
  50. 50. 50 GLOBAL TECHNOLOGY ROADMAP Moore and beyond: from information to interaction and transformation MEMS & sensors enable key functionalities… …which are the industry’s current battleground 1980 2010 2030 Moore More than Moore Beyond Moore LaptopPersonal computers Smartphones Autonomous vehicles Robotic servants Quantified self Drones Acceleration Sensing Interaction age Processing Information age Actuating Transformation age Tablets Smart homes 2040 Telekinesis Space travel Yole Développement © August2015 Technology x Market Development ©2016 | www.yole.fr | Automotive World
  51. 51. 51 TECHNOLOGY BLOCKS FOR AUTOMATION Software and ECU are the next blocks to evolve ©2016 | www.yole.fr | Automotive World Data management Penetration rate limited by: - Bandwidth - Storage capacity Data Storage ECU Software Power processing Penetration rate limited by: - Power processing - Power consumption Sensors: A majority of technologies are ready Penetration rate limited by: - Cost Software Penetration rate limited by: - Offer (emerging) ECU Software Sensors Connectivity and infrastructure Penetration rate limited by: - Harmonization Connectivity/ Infrastructure
  52. 52. 52 TECHNOLOGY SLOWLY REPLACES THE DRIVER It should take almost 150 years to replace the driver in high- end cars ©2016 | www.yole.fr | Automotive World 1900 1980 1980 2012 2012 2022 2028 20222045 2028+2100 2045 All env. Specific env. Specific env. Specific env. Specific env. All env.
  53. 53. 53 SENSORS EMBEDDED ON SEMI-AUTONOMOUS VEHICLES How to sense environment, obstacles, potholes, etc.? Turn your car into a superhero- mobile! ©2016 | www.yole.fr | Automotive World Ultrasound Parking, SR pedestrian & obstacle detection Short-range radar Front & rear parking Long-range radar Adaptive Cruise Control CMOS Image Sensors Blind-spot, side-view (mirrorless cars), accident recorder, rear park assist Stereo cameras: direction & distance for LDWS & traffic sign recognition Night vision Pedestrian / animal detection LIDAR 3D mapping of surroundings Dead reckoning sensors Odometry
  54. 54. 54 TECHNOLOGY OVERVIEW - COMPARISON Due to redundancy, a car will have different technologies for the same functions ©2016 | www.yole.fr | Automotive World Ultrasound SR radar MR/LR radar CMOS image sensors Nigh vision Lidar Dead reckoning sensors Frequency 50 kHz 24-81GHz visible NIR - LWIR Infra red - Range (m) 10 Short: 0.2-30 Medium: 30-60 Long: 200 80-100 150 – 200 (NIR) 400 – 500 (LWIR) 50-70 - Number of sensors/car 4 (surround) 2 (side) 3 (front) 1 (rear) 1 3 (today) – 10 (future) 1 1 1 Functions • position of objects very close to the vehicle • Parking sensors • SR pedestrian & obstacle detection • front & rear for car parking • ACC • Blind spot, side view (mirrorless cars), accident recorder, rear, park assist • Stereo cameras: direction & distance for LDWS & traffic signs recognition • Pedestrian / animal detection • 3D mapping of surroundings • Odometry ASP $15 - $20 $50 - $100 $125 - $150 $125 - $150 $150 - $200 (stereo) $900 $8,000-$80k today Target is < $500 $80 - $120 Requirements • Sensitive to dirt • Rain / snow proof • Rain / snow proof • Resolution < 1m • HDR • Robustness • Low light / low contrast imaging • Larger range / blooming sensitive for NIR • High cost / Higher resolution for LWIR • Rain / snow proof • < 0.5 m accuracy
  55. 55. 55 HOW TO INTEGRATE LIDAR IN A CAR Some LIDAR developers, like Quanergy, target high- performance LIDAR at a low price for the automotive market ©2016 | www.yole.fr | Automotive World Range x Angular resolution x Distance resolution Price $2,500 $5,000 $10,000 $20,000 Sweet spot
  56. 56. 56 SENSOR MODULE ASP FOR EACH AUTOMATION LEVEL A level-3 car will have $2200 worth of embedded sensors for AD ©2016 | www.yole.fr | Automotive World Sensors - Lvl 1 # Cost Ultrasonic 4 $15 Radar LRR 1 $125 Camera for surround 1 $80 TOTAL 6 $265 Sensors - Lvl 2 # Cost Ultrasonic 8 $15 Radar LRR 1 $125 Radar SRR 4 $50 Camera for surround 4 $80 TOTAL 17 $765 Sensors - Lvl 3 # Cost Ultrasonic 10 $14 Radar LRR 2 $116 Radar SRR 6 $47 Long distance cam 2 $93 Camera surround 5 $74 Stereo camera 1 $140 µbolo 1 $500 LIDAR 1 $260 Dead reckoning 1 $80 TOTAL 29 $2190 Sensors – Lvl 4 # Cost Ultrasonic 10 $13 Radar LRR 2 $109 Radar SRR 6 $44 Long distance cam 2 $87 Camera surround 5 $70 Stereo camera 1 $131 µbolo 1 $423 LIDAR 1 $217 Dead reckoning 1 $63 TOTAL 29 $1970 Sensors – Lvl 5 # Cost Ultrasonic 10 $12 Radar LRR 2 $99 Radar SRR 6 $38 Long distance cam 4 $79 Camera surround 5 $60 Stereo camera 2 $119 µbolo 1 $267 LIDAR 1 $133 Dead reckoning 1 $54 TOTAL 32 $1854
  57. 57. 57 INDUSTRIAL CHAIN FOR AUTOMOTIVE A conventional automotive industrial chain… ©2016 | www.yole.fr | Automotive World Car manufacturer Tier 1 (System Manufacturer) Tier 2 (Parts Manufacturer) Tier 3 (Material Manufacturer) 2015 Value
  58. 58. 58 INDUSTRIAL CHAIN FOR AUTOMOTIVE Some newcomers could change the landscape ©2016 | www.yole.fr | Automotive World Car manufacturer Tier 0.5 (Software Provider) Tier 1 (System Manufacturer) Tier 2 (Parts Manufacturer) Tier 3 (Material Manufacturer) 2022Value
  59. 59. 59 INDUSTRIAL CHAIN FOR AUTOMOTIVE A consolidated automotive industrial chain ©2016 | www.yole.fr | Automotive World Service Provider Car manufacturer Tier 0.5 (Software Provider) Tier 1 (System Manufacturer) Tier 2 (Parts Manufacturer) Tier 3 (Material Manufacturer) 2035Value Google or Apple as car manufacturers? Margins are too much low for a company like Google, however they could sell an autonomous pack to transform each new vehicle in a fully autonomous car. Apple, as always, will require a complete control on the hardware and software… It’s not completely insane to think that they could participate to the design of a part or a complete vehicle.
  60. 60. Any question? oDr. Pierric GUEGUEN • Business Unit Manager • gueguen@yole.fr oMr.Takashi ONOZAWA • PresidentYole KK • onozawa@yole.fr
  61. 61. 61 OUR 2015 REPORTS PLANNING MARKET &TECHNOLOGY REPORTS byYole Développement o MEMS & SENSORS − Sensors and Data Management for Autonomous Vehicles − AlN Thin Film Markets And Applications − Sensors for Wearable Electronics And Mobile Healthcare − Status of the MEMS Industry − Uncooled IR Imagers − IR Detectors − High End Gyro, Accelerometers and IMU − Non-Volatile Memory o IMAGING & OPTOELECTRONICS − Camera Module Packaging (Vol 1 : Market & Technology Trends / Vol 2 Teardowns & Reverse Engineering) − Uncooled IR Imagers − Wafer Level Optics − Status of the CMOS Image Sensors − Machine Vision o MEDTECH − Microfluidic for Sample Preparation − Microfluidic Applications − Sensors for Wearable Electronics And Mobile Healthcare o COMPOUND SEMICONDUCTORS − High Purity Alumina (HPA) − Sapphire Diamond, Graphene… as a trend) * Reports to be decided within 2015 o LED − LED Module − OLED for Lighting − UV LED − LED Phosphors Market o POWER ELECTRONICS − Power Packaging − Thermal Management for LED and Power − Power Electronics for Renewable Energy − Energy Management For Smart Grid And Smart Cities − Status of Chinese Power Electronics Industry − New Technologies For Data Center − Inverter Market Trends For 2013 – 2020 And Major Technology Changes* − IGBT Markets And Application Trends − Power Electronics for HEV/EV* − Status of Power Electronics Industry o ADVANCED PACKAGING − Advanced Packaging in Emerging Markets in China − Status of the Advanced Packaging Industry − Supply Chain Readiness for Panel Manufacturing in Packaging − WLCSP* − Flip Chip Business Update − 2.5D & 3DIC Business Update − Fan-Out and Embedded Business Update o MANUFACTURING − Lithography for MEMS, Advanced Packaging and LED − Thinning & Dicing Equipment for Advanced Packaging, MEMS, Photovoltaics, LED, CMOS Image Sensors ©2016 | www.yole.fr | Automotive World
  62. 62. © 2015 Yole Développement FromTechnologies to Market
  63. 63. 63 MEMS & Sensors LED / OLED Compound Semi. Imaging Photonics MedTech Manufacturing Advanced Packaging PV Power Electronics FIELDS OF EXPERTISE Yole Développement’s 30 analysts operate in the following areas ©2016 | www.yole.fr | Automotive World
  64. 64. 64 4 BUSINESS MODELS o Consulting and Analysis • Market data & research, marketing analysis • Technology analysis • Strategy consulting • Reverse engineering & costing • Patent analysis www.yole.fr o Reports • Market &Technology reports • Patent Investigation and patent infringement risk analysis • Teardowns & Reverse Costing Analysis • Cost SimulationTool www.i-Micronews.com/reports o Financial services • M&A (buying and selling) • Due diligence • Fundraising • Maturation of companies • IP portfolio management & optimization www.yolefinance.com Blu Morpho o Media • i-Micronews.com website • @Micronews e-newsletter • Technology magazines • Communication & webcast services • Events www.i-Micronews.com ©2016 | www.yole.fr | Automotive World
  65. 65. 65 A GROUP OF COMPANIES Market, technology and strategy consulting www.yole.fr M&A operations Due diligences www.yolefinance.com Fundraising Maturation of companies IP portfolio management & optimization www.bmorpho.com Manufacturing costs analysis Teardown and reverse engineering Cost simulation tools www.systemplus.fr IP analysis Patent assessment www.knowmade.fr ©2016 | www.yole.fr | Automotive World
  66. 66. 66 OUR GLOBAL ACTIVITY Yole Japan Yole Inc. Yole Korea 40% of our business is in EU countries 30% of our business is in North America 30% of our business is in Asia Blu Morpho ©2016 | www.yole.fr | Automotive World
  67. 67. 67 SERVING THE ENTIRE SUPPLY CHAIN Our analysts provide market analysis, technology evaluation, and business plan along the entire supply chain. Integrators and end-users Device makers Suppliers: material, equipment, OSAT, foundries… Financial investors, R&D centers ©2016 | www.yole.fr | Automotive World
  68. 68. 68 CONTACT INFORMATION oConsulting and Specific Analysis • North America: Steve LaFerriere, Director of Northern America Business Development,Yole Inc. Email: laferriere@yole.fr • Japan:Yutaka Katano, General Manager,Yole Japan & President,Yole K.K. Email: katano@yole.fr • EMEA: Jerome Azemar, Senior Analyst and Business Development Manager,Yole Développement Email: azemar@yole.fr • RoW: Jean-Christophe Eloy, President & CEO,Yole Développement Email: eloy@yole.fr oReport business • North America: Steve LaFerriere, Director of Northern America Business Development,Yole Inc. Follow us on ©2016 | www.yole.fr | Automotive World

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