Webcasts
ANALYST THURSDAY 2024 : New hope in the smartphone market: what’s driving their growing appeal?
Between innovative displays, fast charging, and generative AI, what are the new features driving this market?
As of 2024, mobile handsets have a semiconductor content of about ~30%, similar to personal computers but with much more diversity, as they require significant Power & Analog as well as Opto & Sensor devices on top of Memory and Processors. Smartphones were the main driving force behind semiconductors and consumer electronics globally from 2010 to 2017 due to volume expansion.
Revenues were then sustained due to improvements in the product mix until the covid era struck and again provided some volume expansion. All this is behind us; 2023 has been a deflating year, and 2024 and beyond look much more promising as innovation is driving customers back to smartphones.
In this webinar, we will discuss the hot topics of 2024 regarding smartphone technology. What is the future of mobile displays? Chinese makers are making a comeback: does it have anything to do with fast charging? And finally, regarding generative AI, what are the consequences for smartphones?
This Analyst Thursday Webinar will highlight:
- Is the smartphone market safely ahead of consumer wearables?
- Why has Apple abandoned its microLED display effort?
- How will foldable/rollable display enable use cases?
- What Generative AI use cases exist between cloud and edge?
- How has Generative AI impacted mobile processors and memory?
- In this new era of processor manufacturing, what are the main players doing?
- Does the AI trend influence processor architecture?
Mobile and Consumer electronics represent ~60% of semiconductor demand worldwide. Mobile alone consumes 30% of this Mobile & Consumer semiconductor demand.
This page explains the importance of mobile semiconductors and how technology changes have become a key element of competition within the market, as it represents one-third of the global semiconductor industry.
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Raphaël MERMET-LYAUDOZ, PhD
Technology & Market Analyst, Photonics and Display
Raphaël Mermet-Lyaudoz, PhD, is a Technology & Market Analyst in Photonics and Display, with core expertise in Augmented Reality.
At Yole Group, Raphaël covers diverse photonic/display topics, including AR/VR, MicroLED, photonics packaging, and other innovative topics linked to these themes. He investigates the evolution of these technologies and market trends to deliver in-depth analyses in Yole Group's products.
Raphaël obtained an Engineering degree from the Institut d’Optique (FR) and a PhD from the Université de Lyon (FR) in collaboration with INL-CNRS. During his academic studies, he focused specifically on Optics, Material Appearance, Nanophotonics, Emerging Materials, and lasers. Raphaël has published various works in peer-reviewed scientific journals.
Ying-Wu Liu
Senior Technology & Cost Analyst, Computing
Ying-Wu Liu is Senior Technology & Cost Analyst, Computing at Yole Group.
Ying-Wu brings solid expertise in semiconductor technologies, with a specific focus on SoC, MCU, ICs, advanced nodes, and advanced packaging platforms. Her mission at Yole Group is to lead reverse engineering and cost analysis activities in the computing sector.
Leveraging extensive experience in physical and electrical device analysis, as well as hands-on knowledge in wafer manufacturing, Ying-Wu collaborates closely with internal and external laboratories to define and execute detailed teardown strategies. Her work supports the identification and analysis of manufacturing processes and technical choices implemented by IC makers. This enables a clear understanding of device architecture and its direct correlation with cost and technological innovation.
Prior to joining Yole Group, Ying-Wu held the position of Technical Support Manager at KEOLABS (France) and worked as an integration and R&D engineer in semiconductor foundries in Taiwan for nearly four years.
Ying-Wu holds a Master’s degree in Theoretical Physics from National Tsing Hua University (Taiwan) and a Master’s degree in Integration, Security & Trust in Embedded Systems from Grenoble INP – ESISAR (France).
Ezgi Dogmus, PhD
Director of Semiconductor, Manufacturing & Materials at Yole Group
Ezgi Dogmus, PhD is Director of Semiconductor, Manufacturing & Materials at Yole Group.
With an international team of analysts, she manages the expansion of the company’s technical expertise and market know-how in semiconductor materials including compound semiconductors (SiC, GaN, InP and more), semiconductor equipment, and advanced packaging technologies. In addition, Ezgi actively supports the development of Yole Group’s market and technology intelligence products, as well as custom consulting projects.
Prior to joining Yole Group, Ezgi worked as a process development engineer on GaN-based RF and power solutions at IEMN (Lille, France).
After graduating from the University of Augsburg (Germany) and Grenoble Institute of Technology (France), Ezgi obtained her PhD in microelectronics from IEMN (France).
Pierre Cambou
Principal Analyst, Global Semiconductors
Pierre Cambou, MSc, MBA, is Principal Analyst, Global Semiconductors at Yole Group.
Pierre’s mission is dedicated to market & technology analyses of the semiconductor industry.
At Yole Group, Pierre has authored numerous market & technology products. Acknowledged as an expert in the semiconductor industry, he is regularly interviewed and quoted by leading international media.
Previously, Pierre held several positions at Thomson TCS, which became Atmel Grenoble (France) in 2001 and e2v Semiconductors in 2006. In 2012, he founded a semiconductor startup that was later acquired by Wx Solutions.
Pierre holds an engineering degree from Université de Technologie de Compiègne (France) and a master of science from Virginia Tech. (VA, USA). Pierre also graduated with an MBA from Grenoble Ecole de Management (France).
Adrien Sanchez
Senior Technology & Market Analyst, Computing
Adrien Sanchez is Senior Technology & Market Analyst, Computing & Software at Yole Group.
Adrien produces technology & market analyses covering computing hardware and software, AI, machine learning and neural networks.
Prior to Yole Group, he worked at AW Europe (Belgium), where he focused on image recognition & comprehension for ADAS. He also worked at ACOEM (France) on real-time sound classification using deep learning and edge computing.
Adrien graduated with a double degree at Grenoble Institute of Technology PHELMA (Grenoble INP Phelma, France) and Grenoble Ecole de Management (GEM, France), and he earned an MSc on AI at Heriot-Watt University (Edinburgh, UK).