Yole Group

📆FMS 2024 | August 6-8, SANTA CLARA, USA Join Yole Group at the 18th annual Flash Memory Summit (#FMS), the premier event that has evolved to cover all tiers of #memory and #storage. As the leading global independent conference and exhibition, FMS is the ultimate platform for industry professionals to explore cutting-edge technologies, innovative products, and emerging trends in the memory and storage industry. Yole Group’s experts will showcase the latest products, solutions, and technological breakthroughs in memory & storage. Visit our booth #1049 to explore our products and engage in discussions with our team of experts. Don’t miss it! More info: https://lnkd.in/gxwgFN2X

❓ Yole Group asks - Navigating the LiDAR revolution: trends & innovations ahead – An interview with Valeo LiDAR Systems There are today two distinct #LiDAR markets: China and the rest of the world. In China, approximately 128 car models equipped with LiDAR are expected to be released by Chinese #OEMs in 2024 or shortly thereafter. Meanwhile, Valeo stands out as the leading non-Chinese LiDAR manufacturer… Valeo has been a pioneer in the #automotive LiDAR market since 2017. The Valeo SCALA™ 1 was the first LiDAR integrated into passenger cars by Audi, and since then, Valeo’s LiDAR performance has significantly improved, culminating in the advanced Valeo SCALA™ 3. Pierrick BOULAY, Senior Technology & Market Analyst, and Benjamin Gergaud Pussat, Senior Analyst, Systems Teardown, both at Yole Group, had the opportunity to discuss with Clément Nouvel, CTO of Valeo LiDAR Systems. Together, they reviewed the LiDAR industry, the current challenges, and highlighted the #technology evolution at Valeo. They discussed Valeo’s strategy and its plans for technology development, especially #AutonomousDriving (AD), #AI, and #software solutions. 👉 Discover the full discussion on https://lnkd.in/eHWEEwP3

🗨 - Yole Group Viewpoint – Semiconductor equipment  Yole Group Viewpoint series offer comprehensive and detailed insights into the key topics and technologies in the #semiconductor market.   Discover this month's topic, “Exploring semiconductor equipment during a geopolitically charged era”. Semiconductor #equipment and subsystems drive technological progress amidst geopolitical challenges. The market surged from 2019 to 2022, with #Wafer Fab Equipment nearly doubling to $105B. Despite expectations of a downturn, the market remained stable in 2023 and is projected to grow moderately in 2025.  #Memory WFE declined due to US-China bans, impacting #subsystem segments. Foundry/logic WFE rose, fueled by Mainland China's demand, while advanced packaging WFE thrived, driven by HBM investments. Specialty WFE saw a significant boost, especially in compound semiconductor applications. ASML dominated the patterning equipment market, stabilizing at a high level.  Geographically, China holds a substantial market share, offering opportunities for international vendors. Subsystem advancements, led by companies like Edwards Vacuum, VAT GROUP and MKS Instruments, tackle challenges in node scaling and environmental regulations, ensuring continued progress in the semiconductor industry.      👉 Discover more about semiconductor equipment on our website:  https://lnkd.in/dfWug8E4 

📰 EE TIMES - What’s in the Box? Li Auto L9 at a Glance For over two decades, robust government policies in #China have vigorously promoted the transition to #electricvehicles, with local #OEMs contributing to the integration of advanced technologies into #xEVs. Among them, leading Chinese OEM Li Auto Li Auto, has achieved impressive market penetration, selling nearly 380,000 vehicles in China in 2023. With its Li L range of plug-in hybrid vehicles, this newcomer is emerging as a premium OEM. The latest addition to their lineup, the Li Auto L9, is poised to unveil some technological advancements. Yole Group unveils some key insights into our cost and #technology analyses as part of the #Automotive Teardown Tracks. 👉 Discover the article written by with Arnaud Morillon, Maël Fontaine and Morgan Collin from Yole Group in collaboration with EE Times | Electronic Engineering Times: https://lnkd.in/dU_9WXHy

📆 ANALYST THURSDAY – SEMICONDUCTOR – EQUIPMENT | July 18, ONLINE Join us for our next Analyst Thursday webinar and discover the critical role of semiconductor equipment in driving technological advancements. This webinar will provide an in-depth exploration of the interconnected markets of #Wafer #Fab #Equipment (WFE) and subsystems, both crucial for the production capacity of semiconductor devices. You will gain comprehensive insights into the entire #semiconductor #equipment lifecycle, from bare wafer manufacturing and device wafer processing by #WFE to electrical testing and die assembly/packaging. Register now to stay ahead of the curve by understanding the current memory and logic downturn and how it impacts the WFE and subsystem markets. Our analysts will share their expertise and latest research findings, ensuring you receive valuable and up-to-date information. Secure your spot today! More info: https://lnkd.in/ejV9nRmK

📅 SEMICON WEST 2024 | San Francisco, July 9-11 Join us and connect the entire extended electronics design and manufacturing supply chain in one place, at one time! 👉 Yole Group is thrilled to be part of it and eager to meet you. Don't miss out: come meet our team and catch our presentation about #semiconductor #equipment, #AI, #compound. Only 2 days left to discover more about our products and services. See you there! #semiconwest2024

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

  📰 IQPC - Explore innovations in high-voltage power supply including 400V & 800V and reinvestigate 48V architecture in future vehicles Yu YANG from Yole Group: At a Beijing conference in April this year, I had a strong feeling that the primary focus of the industry is shifting now from electrification, which is ‘by default,’ to intelligence, which was more about the smart cockpit and is now more about ADAS... Yu Yang will present at Automotive Power Supply Systems 2024 to deliver Yole Group's vision related to electrification trends and much more. 📣 Full interview on https://lnkd.in/ey6sZaYC

❓ Yole Group asks - SiC is in a race to meet growing demand for new #technologies – An interview with STMicroelectronics Despite the short-term deceleration in BEV segment, the shift to 800V will escalate the demand of #siliconcarbide (SiC). And STMicroelectronics is getting ready with 200mm #fabs in Europe and China... Poshun CHIU and Dr. Milan ROSINA, both at Yole Group, spoke with Riccardo Nicoloso, General Manager of the New Materials and Power Solutions Division and Gianfranco Di Marco, Chief of Staff Technical Communications at STMicroelectronics in a wide-ranging conversation. They discussed STMicroelectronics’ #strategy for the new SiC facility in Catania, #SiCcampus, its plans for technology development and whether it considers #galliumnitride (#GaN) as a competing material to SiC. 👉 Discover the full discussion on https://lnkd.in/erX426TK #semiconductor #widebandgap #electricvehicle #china #facility

📆 AUTOMOTIVE ENGINEERING EXPO 2024 | JULY 17-19, NAGOYA, JAPAN The Automotive Engineering Expo 2024 is a premier event in the #automotive industry between July 17 and 19 at Nagoya where Yole Group will be an exhibitor. This event will gather leading manufacturers, suppliers, and innovators from around the world to showcase the latest advancements in automotive #engineering and #technology. Join Yole Group at Booth #224! Meet our expert analysts and explore our latest insights in market analysis, technology analysis, reverse engineering, and reverse costing analysis. This is a great opportunity to engage in direct discussions with our team and discover how Yole Group can help drive your business forward with cutting-edge analysis and solutions. More info: https://lnkd.in/eXuX_WV8