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The successful story in China: The Executive Forums on Photonics powered by Yole & CIOE

2019-11-06 17:23:48Source:CIOENews label:YOLE, CIOE, forum, photonis, trends, industrial trends, technology

 

CIOE专访Yole Développement资深分析师Eric Mounier博士

The successful story in China: The Executive Forums on Photonics powered by Yole & CIOE

 

CIOE展会后,我们采访了我们的合作伙伴Yole Développement,并很高兴邀请到他们的光电子和传感部门的分析师,Eric Mounier博士。具体的采访内容涵盖了Yole Développement的介绍、其全权范围的主要活动、Yole的专业领域以及能为中国光电企业带来的服务、2019YOLE&CIOE国际高端论坛的总结以及2020的计划。详细对话内容可见下文。

 

Following the CIOE, we have decided to interview one of our main partner Yole Développement and to interview PhD Eric Mounier, Fellow Analyst in the Photonics and Sensing Division. Find the content of their discussion below.

 

采访对象简介Interviewee

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Eric Mounier博士是Yole Développement (Yole)的资深分析师,在半导体行业有超过25年的工作经验。他日复一日针对半导体当前和未来的趋势、市场和创新技术(如量子计算、硅光子、新传感技术、新型传感器等)提出深入的见解。在其相关专业知识和强大的技术背景下,他与Yole团队紧密合作,发掘研究各种颠覆性的技术。并通过技术和市场报告以及定制咨询项目,分析并提供商机。作为Yole的资深分析师,Eric Mounier博士也确保在公司内部开展许多关于技术、方法、最佳实践等方面的研讨会,以确保Yole对技术和市场的分析师培养。

在职期间,Eric Mounier博士在许多国际会议上发表演讲,阐述他对半导体行业和最新技术创新的看法。他还撰写或参与撰写100多篇论文以及120多篇Yole的技术与市场报告。在此之前,他曾在CEA Leti (法国)公司担任研发和营销职务。

Eric Mounier持有法国格勒诺布尔国家理工学院半导体工程博士学位和光电子学位。

 

With more than 25+ years’ experience within the semiconductor industry, Eric Mounier PhD. is Fellow Analyst at Yole Développement (Yole). Eric provides daily in-depth insights into current and future semiconductor trends, markets and innovative technologies (such as Quantum computing, Si photonics, new sensing technologies, new type of sensors ...). Based on relevant methodological expertise and a strong technological background, he works closely with all the teams at Yole to point out disruptive technologies and analyze and present business opportunities through technology & market reports and custom consulting projects. With numerous internal workshops on technologies, methodologies, best practices and more, Yole’s Fellow Analyst ensures the training of Yole’s Technology & Market Analysts.

In this position, Eric Mounier has spoken in numerous international conferences, presenting his vision of the semiconductor industry and latest technical innovations. He has also authored or co-authored more than 100 papers as well as more than 120 Yole’s technology & market reports.

Previously, Eric held R&D and Marketing positions at CEA Leti (France).

Eric Mounier has a PhD. in Semiconductor Engineering and a degree in Optoelectronics from the National Polytechnic Institute of Grenoble (France).

 

 

CIOE:请您介绍下Yole DéveloppementYole)。

CIOE: Can you introduce Yole Développement (Yole)? 

 

Eric MounierYole及其合作伙伴System Plus咨询公司,KnowMade(同属于Yole 集团),提供营销,技术和策略咨询,企业融资,逆向工程和成本核算服务以及知识产权和专利分析。我们的优势一直保持对采用硅基底和微制造工艺颠覆性技术和应用的高度关注。

我们的合作伙伴将汇集他们的专业技术知识和行业经验,以提供有价值的数据分析。这些数据为全球领先的行业公司,投资者和研发机构提供服务支持,以帮助他们更好地了解市场,紧贴技术发展趋势,发掘商机和拓展业务。

Yole集团将其国际团队扩展到130多个合作伙伴。分析师们结合技术和市场专业知识,涵盖光电行业的广泛技术。其中包括MEMS和图像传感,复合半导体,射频电子,固态照明,显示器,软件,光电子,微流体与医疗,先进封装,制造,纳米材料,电力电子,电池与能源管理和存储。

 

Eric Mounier (EM): Yole and its partner System Plus Consulting, KnowMade, all part of Yole Group of Companies, deliver marketing, technology and strategy consulting, corporate finance, reverse engineering and costing services and IP and patent analyses. Its expertise is based on a strong focus on disruptive technologies and applications, using silicon substrates and/or micro manufacturing processes.

The partners combine their technical expertise and industry knowledge to deliver valuable analyses. They support leading industrial companies, investors, R&D organizations worldwide and help them understand their market, follow the technology trends, identify business opportunities and develop their activities.

Yole Group of Companies expands its international team to include more than 130+ collaborators. Mixing technical and market expertise, the analysts are covering a wide range of technologies, including MEMS and image sensors, Compound Semiconductors, RF Electronics, Solid-state lighting, Displays, Software, Optoelectronics, Microfluidics & Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics, Batteries & Energy Management and Memory.

 

CIOEYole在全球范围内主要有哪些活动?

CIOE: What are the major events of Yole worldwide?

 

Eric MounierYole不仅仅是一家市场研究和战略咨询公司,还在全球范围内创建,发展和组织大型的行业活动。凭借著名的专业技术,和Yole在世界各地的用户社群,我们有能力在合适的时间将某一行业的领导企业聚集在同一地点。这些活动的目的是为我们的高端听众提供高附加值的内容,例如独家演讲,高效的社交活动等。Yole每年组织的活动主要有:

 

Eric Mounier: More than a market research and strategy consulting company, Yole also creates, develops and organises key events worldwide. Based on its well-known technical expertise and thanks to the Yole’s Community worldwide, the company has the ability to gather leading players of a dedicated industry in the same place, at the right time. Aim of these events is to deliver our executive audience, with high added-value content: exclusive presentations, fruitful networking times and so on. The main annual events we organize are:

 

-          The Advanced Packaging & System Integration Technology Symposium with our partner NCAP China (National Center for Advanced Packaging) in China

-          先进封装和系统集成技术研讨会与华进半导体封装先导技术研发中心有限公司(NCAP China)合办)

 

-          The Power Electronics Market Briefing at PCIM Europe in Germany

-          国PCIM展电力电子市场通报

 

-          The International Wide-BandGap Power Electronics Applications Workshop SCAPE in Sweden

-          典SCAPE国际宽频带电力电子应用研讨会

 

-          And, of course, the 4 Executive Forums on Photonics organized with and alongside the CIOE (China International Optoelectronics Exhibition). This collaboration lasts for more than 5 years now.

 

-          当然,还有与中国国际光电博览会(CIOE)共同举办的光电子国际高端论坛。Yole和CIOE的合作已持续5年多时间(截止2019)

 

另外多年以来,我们在世界各地还组织了多个技术日(TechDay),涉及不同的主题,例如:碳化硅(SiC),氮化镓(GaN),微发光二极管(MicroLED),激光雷达(LiDAR),电动汽车/混合动力汽车(EV / HEV)。

Several TechDays are also organized all years long on different topics, such as SiC, GaN, MicroLED, LiDAR, EV/HEV, all around the world.

 

CIOE:那么Yole进入中国的使命是什么?Yole能为中国光电企业提供怎么样的帮助?

CIOE: So what’s Yole mission to enter China? How Yole can help with the Chinese companies?

Eric Mounier:经过这些年来,中国已经成为整个半导体行业的重要市场。中国企业进入,对该行业的供应链和相关市场格局产生了深远影响。Yole的主要目标是通过提供我们的专业知识,对技术以及市场趋势的看法,以支持中国公司的业务发展。他们可以依靠我们的分析继续将业务深入拓展到不同的市场和行业。

Eric Mounier: For several years now, China has become a key place for the overall semiconductor industry. Since Chinese companies entered the industry, the supply chain and related markets landscape have been strongly impacted. The main objective of our company is to support organisations in their business development bringing our knowledge, our vision of the technology and markets trends. To continue penetrating and last in the different markets and industries, Chinese companies can rely on our analyses.

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CIOE Yole可能不是第一个进入中国光电子市场的咨询公司但我想说它是目前最著名的一家。您认为与CIOE合作会有所帮助吗?

CIOE:  Yole probably not the first consulting company to enter China’s photonics market but I would say it’s the most famous one now. Do you think working with CIOE helps?

Eric Mounier:当然!对于我们来说,CIOE是我们在中国光电子领域的重要合作伙伴。

硅光子,激光雷达,3D传感,红外成像等技术市场,将受到大趋势的驱动而增长。包括5GADAS(智能驾驶辅助系统),AI等在内的应用都迎来了新的挑战和机遇。在这种充满活力的背景下,YoleCIOE每年都会倾其所能共同举办一次令人印象深刻的国际高端论坛,其中包括演讲,辩论和面对面交流。每年的论坛都收到业内一致好评。在这里,您可以了解行业的演化,发现大趋势对光电技术及其细分市场的影响。

在过去的20多年,CIOE通过展会建立起其行业网络,并在国际上享负盛名。在过去的2019年第21CIOE中国国际光电博览会期间,一共吸引了70,000多名专业观众和1900多家行业公司参展。

CIOE合作提高了Yole在中国公司中的曝光度,知名度和信任度。毫无疑问,这对我们至关重要。

 

Eric Mounier: Of course! The CIOE is for us a key partner in China to work with on photonics matters.

LiDAR, 3D sensing, IR imaging and Si Photonics technologies, are driven by the winds of change, due to the impressive impact of the megatrends. Megatrend applications including 5G, ADAS, AI and more… are bringing new challenges. Under this dynamic context, Yole and CIOE join their forces all year long to offer each year, an impressive program including presentations, debates and networking. Each edition is wonderful. It is the place to be to understand the industry’s evolution and to discover the impact of the megatrends.

For more than 20 years, CIOE, through its show, developed a network and an international and powerful reputation. Indeed the exhibition attracts more than 70,000 attendees, and over 1900 companies.

Being associated with CIOE is offering Yole strong visibility and reference towards the Chinese companies. It is without doubt essential for us.

 

CIOEYOLE已经与CIOE合作了多少年?论坛涵盖了哪些主题?

CIOE: How many years of YOLE working with CIOE already? And what topics the forums covered?

Eric MounierYoleCIOE以在CIOE展会同期共同举办光电子国际高端论坛的形式已合作了5年时间。双方的合作始于2015年举办的蓝宝高端论坛,该论坛取得了巨大的成功。通过这次论坛的成功,CIOEYole决定进一步加强合作。在接下来的几年中,论坛主题和形式不断发展,以更好地满足参会者的需求,适应市场发展和寻找行业利益。今年,我们确定与光电子行业最为相关的硅光子,汽车激光雷达,消费级3D传感和红外成像作为四大主题。

当我们今年的听众数量超过我们之前的记录时,我确信证明该论坛的主题定位是正确的。人们对不断发展的光电子行业有着的浓厚兴趣,对行业新兴的技术和可视的商机无法忽视。所以我们有信心,明年的Yole和CIOE国际光电子高端论坛也将遵循这同样的趋势,越办越好。

 

 

Eric Mounier: Yole has been partnering for 5 years now with CIOE to organize the forums. The first collaboration began with the creation of a Sapphire Forum in 2015 which encountered a great success for a first edition. Strong from this forum, CIOE and Yole decided to go further and reinforced the collaboration. During the following years, the topics and forum format evolved to better fit the attendees’ needs, markets evolution and interests of the industry. This year, we identified as the most relevant photonics industries the Silicon Photonics, LiDAR for Automotive, 3D sensing for Consumer and Infrared Imaging.

And we were right about them as we reached and went over our record in terms of audience. This shows the high interest for the growing photonics industry. And we are confident that next year will follow the same trend.

 

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CIOE:在CIOE 2019上,我们涵盖了硅光子,汽车激光雷达,3D传感和红外成像,您能再从分析师的角度向我们介绍在各个领域的一些主要趋势么?

CIOE: At CIOE 2019, we covered Silicon Photonics, LiDAR for Automotive, 3D sensing and IR, can you please again introduce us some key trends of each sectors from the analyst.

 

Eric Mounier:毫无疑问,光电子技术将推动大量未来的应用。这正是我们想要在论坛中展示的内容。所有这些技术的共同点是它们都使用光子。例如,硅光子是一项颠覆性技术,它利用半导体制造集成晶圆级的光学功能。如今,它主要由数据中心驱动发展的,但其他应用,例如5G,传感器,汽车也即将出现。汽车激光雷达无疑是一个热门话题。我们相信,无人驾驶汽车和出租车将为其他车辆使用激光雷达技术开辟道路。苹果公司已经为智能手机中的3D传感做好了准备,其他公司也正在将该应用程序集成到智能手机中。最后,非制冷红外成像应用亦在持续稳定增长,但该技术日后在汽车,监控和智能建筑中的应用也会越来越多。

我们通过展示Yole行业报告中的亮点来解释光电子技术将推动大量未来的应用:

·         例如,硅光子是一项颠覆性技术,它利用半导体制造集成晶圆级的光学功能。如今,它是由数据中心驱动的,但其他应用程序例如5G,传感器,汽车也即将出现。Yole认为使用硅光子和磷化铟(InP)的PIC基底收发器的市场将持续增长,从2018年到2024年,市场规模将从40亿美元增至190亿美元左右(图1

·         汽车激光雷达无疑是一个热门话题。我们相信,无人驾驶汽车和出租车将为其他车辆使用激光雷达技术开辟道路。Yole的分析师在最新的汽车激光雷达报告中详述:到2021年,随着技术飞速发展,无人驾驶车辆的总数预计将达到44,000辆。与此同时,2018年汽车激光雷达的市场总价值为13亿美元,预计到2024年将达到60亿美元。汽车应用将占整个市场的70%(图2

·         此外,苹果公司已经为智能手机中的3D传感做好了准备,其他公司也正在将该应用程序集成到智能手机中。Yole预计,到2023年,全球3D成像和传感市场将从2017年的21亿美元增长到185亿美元,复合年增长率为44%。此外,消费电子,汽车,工业和其他高端市场也将有两位数的增长模式。(图3)

·         非制冷红外成像应用在增长,在汽车,监控和智能建筑中的应用也会越来越多。到2024年,微测辐射热计市场的数量将增长15.3%,年出货量将超过300万个。(图4)

 

 

Eric Mounier: Photonics will drive the applications of tomorrow. And this what we want to show in our forums. The common point for all them is the use of photons. For example, Si photonics is a disruptive technology taking leverage of semiconductors manufacturing to integrate optical functions at the wafer level. It is today driven by data centres but other applications such as 5G, sensors, automotive … are looming on the horizon. Lidar for automotive is a hot topic for sure. We believe robotic vehicles and robot taxis will open the way to the use of lidar technology to other vehicles. Apple has paved the way for 3D sensing in smart phones and others companies are integrating this application in their smart phones. At least, uncooled infrared imaging applications are also growing but more and more usages in automotive, surveillance and next: smart buildings.

 

Photonics will drive the applications of tomorrow. And this what we want to highlight in our forums. The common point for all them is the use of photons:

·         For example, Si photonics is a disruptive technology taking leverage of semiconductors manufacturing to integrate optical functions at the wafer level. It is today driven by data centres but other applications such as 5G, sensors, automotive … are looming on the horizon. At Yole, we announce a growing market for PIC-based transceivers using Si photonics and InP, from US$4 billion to around US$19 billion between 2018 and 2024 (1)

图1.jpg

·         LiDAR for automotive is a hot topic for sure. We believe robotic vehicles and robot taxis will open the way to the use of LiDAR technology to other vehicles. In its latest LiDAR report, Yole’s analysts detail: as they are progressing rapidly, the total number of robotic vehicles is expected to reach 44,000 units by 2021. In parallel, the total LiDAR market was worth US$1.3 billion in 2018 and is expected to reach US$6 billion by 2024. Automotive applications should represent 70% of the total market (2)

图4.jpg

 

·         In addition, Apple has paved the way for 3D sensing in smart phones and others companies are integrating this application in their smart phones. Yole expects the global 3D imaging & sensing market to expand from $2.1B in 2017 to $18.5B in 2023, at a 44% CAGR. Along with consumer, automotive, industrial, and other high-end markets will also experience a double-digit growth pattern (3)

图3.jpg

 

·         At least, uncooled infrared imaging applications are also growing with more and more usages in automotive, surveillance and next: smart buildings. The microbolometers market will grow at +15.3% in units to be more than 3 million units in 2024. (4)

图2.jpg

 

(1)      Source: Silicon Photonics & Photonic Integrated Circuits report, Yole Développement, 2019 Edition

数据来源:Yole Développement硅光子和光子集成电路报告,2019年版。

(2)      Source: LiDAR for Automotive & Industrial Applications report, Yole Développement, 2019 Edition.

数据来源:Yole Développement汽车和工业应用的激光雷达报告, 2019年版

(3)      Source : 3D Imaging & Sensing report, Yole Développement, 2018 Edition

数据来源:Yole Développement 3D成像和传感报告, 2018年版

(4)      Source :  Uncooled Infrared Imagers & Detectors report, Yole Développement, 2019 Edition

数据来源: Yole Développement非制冷红外成像仪和探测器报告,2019年版

 

 

CIOE2020YOLECIOE光电子国际高端论坛将涵盖哪些领域?

CIOE: Do you have in mind already now in what sectors YOLE & CIOE Forums to cover in 2020?

 

Eric Mounier:在Yole的内部,我们相信业界对更好了解光电子领域的技术和市场趋势的兴趣会与日俱增。目前为止,YoleCIOE都致力于确定高端论坛上的热门话题。我们会继续努力发掘行业最新亮点和商机,敬请留意YoleCIOE官方的最新发布!

 

Eric Mounier: At Yole, day by day we trust the interest from the industry to (better) understand the technology and market trends in the photonics world will keep growing. As of, both organisations aim at addressing the hot topics during the executive forums. Let’s work on this and keep you updated!

 

CIOE:您能否介绍一下YOLE即将发布的报告,最新动向以及2020年的主要目标?

CIOE: Can you introduce about what’s YOLE’s upcoming reports, latest movements and main target in 2020?

 

Eric Mounier:如之前所述,Yole和兄弟公司System Plus Consulting,计划继续跟踪和分析光电子行业,因对其前景十分看好。同时,硅光子,激光雷达,3D传感和红外成像等主题更值得我们团队保持密切的关注。System Plus Consulting公司同时致力于提供针对设备的分析,为行业提出另一角度的观点。

Eric Mounier: As mentioned earlier, Yole and its partner System Plus Consulting plan to keep following up and analyzing the photonics industry as its future look very promising. Topics as Silicon Photonics, LiDAR, 3D Sensing and Infrared Imaging, among others, really deserve and a closed and continuous attention our teams are managing. System Plus Consulting is also working on providing device analyses to provide an additional view of the industry.

 

CIOE您对中国光电行业的同仁有没什么想说的话包括来或者未曾参观过CIOE的业内人士。

CIOE: Do you have anything to say to the Chinese professionals who joined CIOE and Forum? And to those hadn’t join us yet?

 

Eric Mounier:每年,Yole和CIOE光电子国际高端论坛吸引着来自全世界的上下游供应链的从业人士越来越多。该活动与光电子产业的发展,技术趋势和竞争格局直接相关。

包括CIOE展会和我们的高端论坛,这样的活动能让您更好地了解新兴技术,专业技术问题并克服市场挑战。在这种充满活力的环境下,我们有信心国际高端论坛将越办越好,同时也期待并欢迎您的参与。

CIOEYole的合作无疑是成功的典范。

 

Eric Mounier: Every year, our Executive Forums are attracting more and more people from all the supply chain and from all continents. Programs are directly linked to the evolution of the photonic industry, technology trends and competitive landscape.

These events are the place-to-be to better identify innovative technologies, understand technical issues and overcome market challenges. Under this dynamic context, we are confident our Executive Forums will see their audience grow.

CIOE – Yole collaboration is without doubts, a success story in China.

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