Yole Group

✍ Yole Group writes - Chiplets: an opportunity to rethink vehicles 🔊 Pierrick BOULAY from Yole Group: This complete change in vehicle #architecture is driving the transition from the use of distributed domain controllers, with up to 150 #ECUs per vehicle, to a centralized design that bundles functionalities onto less than 10 ECUs. Centralization is more efficient and cost effective for gathering the large amounts of data coming from an increasing number of onboard and even external #sensors. Today Yole Group explores the adoption of #chiplet technology and its transformative impact on the industry. Yole Group’s experts Yu YANG and Pierrick Boulay share their insights on the current state of the technology and its implications for the ~#automotive #supplychain. 🔔 Is chiplet technology a true opportunity to shape the vehicles of tomorrow? Will it drive the next wave of innovation? 👉 Before the Christmas break, grab a seat, pour yourself a coffee, and dive into the latest automotive innovations! https://lnkd.in/ekqBcg7q

✍ Yole Group writes - Ayar Labs attracts big AI chipmakers... With demand for #datacenter capacity to support #artificialintelligence (#AI) booming, semiconductor giants NVIDIA, Intel Corporation and AMD have invested in California-based startup Ayar Labs to gain access to its optical #interconnect products as they prepare for the next generation of the technology. 🛫 🤔 Today, we had the opportunity of hosting an engaging discussion with Yole Group’s computing and photonics teams. The analysts, Dr. Eric Mounier and Adrien Sanchez shared their perspectives on this major announcement from the #photonics and #computing industries this month. This news raises numerous questions, and Yole Group provides a snapshot of the conversation below. 👉 Enjoy reading this discussion and reach out with any questions! #siliconphotonics #chiplet

✍ Yole Group write for EE Times Europe - What’s in the Box? Zhuoyu/DJI Automotive’s Front Stereo Camera and ADAS ECU in SGMW Cars In 2021, DJI entered the #automotive industry by launching DJI Automotive, a division dedicated to autonomous driving systems. Since then, DJI Automotive has established Zhuoyu as an independent entity, focusing on the entry-level car market in China. Through the teardowns of Zhuoyu’s front stereo camera and #ADAS ECU integrated into SGMW vehicles, Yole Group explores the business strategies and technological decisions driving this ambitious Chinese company's push into a highly competitive and lucrative market. 👉 Read the full article published by EE Times Europe in collaboration with Arnaud Morillon from Yole Group:  https://lnkd.in/eGVhHVkc

📈 Yole Group press - Silicon photonics: accelerating growth in the race for high-speed optical interconnects 💡 The silicon PIC market (Die focus) is projected to exceed $863 million by 2029, reflecting a robust 45% CAGR over this 2023 – 2029 period. 🔊 Martin Vallo from Yole Group asserts: This growth will be driven mainly by high-data-rate pluggable modules for increased fiber-optic network capacity. Additionally, projections of rapidly growing training dataset sizes show that data will need to use light for scaling ML models, using optical I/O in ML servers.... #Siliconphotonics plays a pivotal role in the #semiconductor industry. While it is widely used in communication and sensing applications, the photonics market remains challenging for both established players and new entrants. Leveraging deep expertise in semiconductors and #photonics, Yole Group provides valuable insights into the market’s technical hurdles and critical business challenges... 📨 Read the full press announcement on https://lnkd.in/gRi2z39C #interconnect #telecom #photonicwest2025

✍ Yole Group writes - High-end packaging: technology evolution to enable more complex chip die integration 💡 The need to reduce #interconnect pitch and transition to #chiplet integration for higher I/O density in increasingly complex #semiconductors is driving the evolution of high-end performance packaging technologies... Explore this latest insight into the future of high-end performance packaging technologies. Yole Group closely tracks the evolution of advanced #semiconductorpackaging technologies and related applications, through a year-round series of in-depth analyses. Recently, the market research and strategy consulting firm published its annual report, High-End Performance Packaging 2024. In this report, Chitoraga Stefan, highlights key upcoming technology trends after an overview of market developments... 👉 Discover the technology review on https://lnkd.in/esAHJSNp

🎬 ChipChat with Yole Group: Explore our new video series on semiconductors in the automotive industry, starting with an in-depth look at the imaging technologies in the second episode 🙌 Episode 2 – Imaging technologies for automotive applications with Anas Chalak 💡Looking ahead, the automotive image sensor market is poised for substantial growth, forecasted to increase with a 5.4% CAGR between 2023 and 2029. This growth will be primarily driven by the increased camera implementation per car and the adoption of high-resolution sensors. Of particular interest, the growth in the image sensor market outpaced that of the semiconductor industry… In Yole Group's 2024 automotive reports and teardowns—including Imaging for Automotive, Semiconductor Trends in Automotive, LiDAR for Automotive, and Automotive LiDAR Comparison—Anas Chalak and his team delve into market dynamics, trends, and supply chain analysis within the automotive sector. These products provide a detailed understanding of how automation and safety regulations are shaping the automotive imaging industry. For instance, the Imaging for Automotive report leverages extensive DMS/OMS teardowns conducted by Yole Group’s laboratory, with key insights featured in the company’s Automotive Teardown Tracks. 🚀 To dive deeper into automotive market challenges and technical developments, check out key features of Yole Group's products on https://lnkd.in/eXMY2ntS A big thank you to Anas Chalak for sharing his expertise! 🙏 👉 For more insights on the automotive industry, visit our website on https://lnkd.in/e77B98jw #semiconductor #automotive #reverseengineering #teardown #electrification #adas #lidar #camera #AI #CIS #imagesensor Pierrick BOULAY Yu YANG

 📈 PR Yole Group press - Illuminating the future: semiconductor lasers driving innovation The #semiconductor #laser market is projected to grow from $3.1 billion in 2023 to more than $5 billion in 2029. Yole Group announces a 9% CAGR during this period. This growth will continue to be driven by several factors. Indeed, analysts underline significant and rapid technological advancements, a growing demand across multiple industries, and a push for higher performance at lower cost. Trends such as the expansion of applications using lasers, the shift toward energy efficiency, compact size and precision, and the growth in integration with multiple technology platforms, announces Yole Group. Martin Vallo asserts: “In this dynamic context, the laser market has grown significantly during the last 40 years. At Yole Group, we announce a few millions to few billion dollars! Without doubt, #lasertechnologies represent huge potential. That is why, at Yole Group, we investigate this domain by analyzing the innovative solutions and the applications.” 🔊 Yole Group has unveiled its first semiconductor laser-focused report, Semiconductor Laser Industry 2024, offering a comprehensive analysis of semiconductor laser markets across key sectors. 📨 Read today the related press release on https://lnkd.in/eaQddD6q #photonic #compoundsemiconductor #inp #gaas #SOI

🎬 ChipChat with Yole Group: Explore our new video series on semiconductors in the automotive industry, with today an in-depth look at the overall semiconductor devices in the second episode 🙌 Episode 2 – Semiconductor automotive market with Yu YANG 💡According to Yole Group's latest report, Semiconductor Trends in Automotive, the market for semiconductor devices is projected to reach $97 billion by 2029, reflecting an impressive 11% CAGR from 2023 to 2029. By then, the value of semiconductor devices per vehicle will approach $1,000. This growth is largely driven by the adoption of ADAS and electrification. Power devices, MCUs, computing power, and memory all play pivotal roles in accelerating the penetration of semiconductor technologies within the automotive industry. In Yole Group's 2024 automotive reports and teardowns—including Semiconductor Trends in Automotive, Imaging for Automotive, LiDAR for Automotive, and Automotive LiDAR Comparison…— Yu Yang and his team delve into semiconductor market dynamics, trends, and supply chain analysis within the automotive sector. Yole Group’s automotive products take a comprehensive look at the intersection of automotive innovation and high-tech advancements, offering a deep dive into the latest trends driving the sector forward.  🚀 To dive deeper into automotive & related semiconductor challenges, check out key features of Yole Group's products on https://lnkd.in/ezg3saCC A big thank you to Yu Yang for sharing his expertise! 🙏 👉 For more insights on the automotive industry, visit our website on https://lnkd.in/e77B98jw #semiconductor #automotive #reverseengineering #teardown #electrification #adas #mcu #AI Pierrick BOULAY Anas Chalak

✍ Yole Group writes - Amazon Web Services (AWS) steps up AI competition 🔔 Amazon Web Services (AWS) is stepping up its #artificialintelligence (#AI) game against NVIDIA with the new Ultraserver and plans for an Ultracluster #supercomputer powered by its Trainium chips and AI startup Anthropic. Following a $4 billion investment in Anthropic, Amazon is leveraging the startup's talent to target the growing AI #datacenter market. Today, we had the pleasure of hosting a lively debate at Yole Group, focusing on the latest market developments in this dynamic field. Hugo ANTOINE, Guillaume Girardin, and Emilie Jolivet came together to share their insights and perspectives on the industry's current trends and future trajectory. 💡 As the holiday season approaches, companies everywhere are pushing the boundaries of AI innovation. Dive into this engaging discussion, an essential read for anyone eager to stay ahead in the AI landscape! 👉 Full article on https://lnkd.in/ev2Xe9cX

🎬 ChipChat with Yole Group: Explore our new video series on #semiconductors in the automotive industry, starting with an in-depth look at the LiDAR market in the first episode 🙌 EPISODE 1 - The future of #automotive LiDAR with Pierrick BOULAY 💡 The global automotive #lidar market is projected to reach $3,632 million by 2029, growing at a 38% CAGR between 2023 and 2029. Chinese OEMs are leading the charge, pushing LiDAR integration in passenger vehicles. In 2024, Hesai Technology and RoboSense are expected to remain market leaders, supported by technological advancements and strategic partnerships. As manufacturers boost production and innovate, LiDAR costs are dropping, paving the way for broader adoption in mass-market vehicles. With rapid growth and innovation, LiDAR is transforming the future of safer, smarter mobility... In Yole Group’s 2024 LiDAR reports and teardowns including LiDAR for Automotive, Automotive LiDAR Comparison... analysts highlight the key changes in the LiDAR landscape and the factors influencing the market adoption. 🚀 To dive deeper into LiDAR market challenges and technical developments, check out key features of Yole Group's products on https://lnkd.in/emUv23H3 A big thank you to Pierrick Boulay for sharing his expertise! 🙏 👉 For more insights on the LiDAR industry, visit our website on https://lnkd.in/eJ96dyFd