Emerging Technologies

The semiconductor industry sits at the crossroads of multiple emerging trends: new technologies such as Artificial Intelligence (AI) and quantum processing, new processes and materials such as meta materials, geopolitical changes, new investment strategies, paradigm changes in the structure of the industry and supply chain, turnover in the major players, and shifts in business strategies. All these developments have profound impact on the future of the semiconductor industry. Our dedicated Research and Emerging Technologies division investigates these changes to evaluate for you the impact of strategies at all levels of the supply chain. At Yole Group, we help you to choose, define and plot your future.

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THE EVER-EMERGING TECHNOLOGIES ON THE SEMICONDUCTOR MARKET

The evolution of semiconductors into a strategic sector across all industries and countries has combined with the unprecedented emergence of applications and technologies such as Silicon Photonics (SiPh), quantum computing, SWIR imaging for consumer and automotive, and many more.

The semiconductor industry is forced to evolve at high speed. In part to enable the emergence of such applications, but also to adapt itself to new political and geopolitical environments and finance infrastructure.

At Yole Group, analyzing these changes helps you to identify and quantify them, opening a window onto tomorrow’s world.

Our vision

NEW TECHNOLOGY RESEARCH TO KEEP TRACK OF THE FUTURE

The 20th century saw modern technology begin to impact life as we know it. But what will our world’s technological landscape look like in 2030, 2040, or even 2050?

It is vital to keep our finger on the pulse of advances in emerging technologies, and continuously understand their impact on the semiconductor market and its ecosystem. What technology breakthroughs and disruptions are lurking around the corner? Which emerging technologies do you need to keep an eye on?

We have been monitoring the semiconductor industry – and the overarching technology landscape – for several decades.

We have been able to identify, define and anticipate a number of deep technological revolutions. We also conduct a wide range of research to help you track the technology of the future.

We believe that some of these technologies will have the greatest impact on semiconductors, business, economy and society as a whole over the coming years.

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APPLYING NEW TECHNOLOGIES TO YOUR CHALLENGES

By exploring multiple markets, our analysts dive deeply into the emerging, growing or established applications where semiconductor demand is increasing. Part of our role is to identify the inflexion points to new technologies. We help with addressing known issues that can be resolved by an alternative technology, turning those bottlenecks into technological breakthroughs.

Through evaluating the challenges to overcome, we provide you with guidance in anticipating paths to industrialization and, ultimately, the mass market. With a deep, strong and historical knowledge of the semiconductor industry and the technological space in general, we help you identify the potential issues inherent to technological development, including its industrial implementation – all in the aim of supporting your objectives.

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A QUANTUM APPROACH TO EMERGING TECHNOLOGIES

At Yole Group, we have the ability to explain the evolution of the industry and how the market can reach one trillion dollars in the next ten years. But that’s only the beginning.

Our team is also able to evaluate the market impact of the emerging technologies. This expertise is based on a specific and unique savoir-faire and related methodologies.

Let’s look at quantum computing and sensing, for example. Our work is to define what could be the landing point of such emerging technologies. We also define the next steps that will pave the way for growth, from the point of view of applications, technology development, industrialization, supply chain implementation and management, investment, and ROI.

Key Drivers

SEMICONDUCTOR PROCESSES AS A CROSS-DISCIPLINARY ENABLER

The semiconductor industry is a bottomless source of innovation.

After all, it seeks to answer questions like “what are the potential applications of neuromorphic technologies?”

It also provides answers, with specific developments of quantum bits on semiconductor materials that enable real-world advances including quantum computing, fast DNA sequencing and personalized medicine.

At Yole Group, we identify the industry’s key drivers, providing food for thought.

Another key driver is the ability to identify similar trends that shape the future for system makers and Original Equipment Manufacturers (OEM) as they define their goals for the next 15 years.

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GEOPOLITICS AND THE SEMICONDUCTOR INDUSTRY

Geopolitics are also a non-technical, non-market driver of investment in the semiconductor industry. There have been more than 50 years of specialization and supply chain optimization that includes the creation of localized clusters in a few dedicated areas worldwide – Silicon Valley, Hsinchu, Shenzhen. Nations are now trying to bring key elements and the semiconductor supply chain back within their borders. As production sites need a specific environment to thrive and grow, this kind of decision also drives production investments, support, R&D and innovation. This paradigm change is one of great interest for our analysts and for you, in our mutual quest to apprehend the industry in its entirety.