Consumer Inertial MEMS 6 & 9 Axis Combo Sensors 2013 Report by Yole Developpement

© 2013

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6 & 9 Axis Sensors

Consumer Inertial Combos

Combo sensors will shape a $3.0B market, which will drive changes in

the value chain, competition, and sensor fusion

InvenSense

STMicroelectronics LSM333D –

Source System Plus ConsultingSTMicroelectronics LSM330 –

Source System Plus Consulting Meridan Bosch Sensortec Apple

© 2013 • 2


6 & 9 axis Sensors

Table of contents (1/2)

• Introduction, Definitions & Methodology 5

• Executive Summary 15

1. Market drivers for combo sensors 42

2. 2011-2018 market for inertial combo sensors 52

3. Application trends 61

A. Mobile phones and tablets

• Cell phones and tablets: market dynamics

• 2011-2018 inertial sensors market

• Trends for each type of sensor

B. Gaming



C. Other consumer electronics



D. Emerging applications: wearable electronics, remote controls, sports, toys…



© 2013 • 3


6 & 9 axis Sensors

Table of contents (2/2)

4. Competitive trends 161

A. Identification of players and market shares

• Identification of competitors

• Discrete accelerometer market shares

• Discrete magnetometer market shares

• Discrete gyro market shares

• 6-axis e-compass market shares

• 6-axis IMU market shares

• Competitors for 9-axis combos

B. STMicroelectronics, InvenSense and Bosch Sensortec technology comparison

A. STMicroelectronics

B. InvenSense

C. Bosch Sensortec

C. Supply chain and new business models

5. Sensor fusion: challenges and opportunities 254

A. Status of sensor fusion in 2013

B. Roadmap and applications

C. Sensor fusion impact and value creation

• Conclusion & perspectives 289

© 2013 • 4


Report Objectives

• This report covers:

– 3-axis accelerometers, 3-axis magnetometers, 3-axis gyroscopes, 6-axis e-compass, 6-axis IMUs, 9 axis combos

– All types of consumer applications

• Mobile phones

• Tablets

• Gaming, DSC, Laptops & Ultrabooks, etc.

• Emerging applications using motion sensors: wearable electronics, sports & fitness, toys etc.

• This report’s objectives are as follows:

– To provide a deep analysis on the impact for 6 and 9-axis combo solutions

• Challenges and opportunities for consumer MEMS combo sensors

• Impact of combo solutions: for end-markets, for sensor fusion, for the competitive landscape

– To provide a global overview of the market data for consumer inertial MEMS - key market metrics & dynamics:

• 2011-2018 unit shipments and revenue by level of integration (3/6/9-axis)

• Average selling price analysis and expected evolution

• Market share for each level of integration

– Application focus on key existing markets, and those that are emerging and showing the most promise

• Functionalities provided, status in 2013, major drivers for combo solutions, key players as well as global system trends

– To provide a clear understanding of the inertial MEMS value chain, infrastructure & players for the consumer business:

• Market shares, list of all major players and expected new entrants

• Description of key players’ ecosystem and supply chain

– In-depth analysis on the current technology and future developments for the 3 market leaders: STMicroelectronics, InvenSense and Bosch

Sensortec

• Selected teardown of key major sensors to show the device architecture today

• Development of new technologies and potential for combo sensors

– To analyze sensor fusion developments, including indoor navigation and context awareness

• Current developments for sensor hub

• Analysis on the sensor fusion application roadmap and value creation

• Impact expected from inertial combo solutions

© 2013 • 5


Who Should be Interested in this Report?

• MEMS device manufacturers

– Evaluate market potential of future technologies and

products

– Understand the differentiated value of your products

and technologies in this market

– Build roadmap for modules: what type of combos?

When?

– Identify new business opportunities

– Identify potential strategic partners or technology

providers

– Monitor and benchmark your competition’s

advancements

• MEMS foundries, material and equipment suppliers,

packaging and test houses

– Understand which applications will drive volumes in

2018

– Identify new business opportunities and prospects

• Microcontroller and Application Processor specialists

– Spot new opportunities and define diversification

strategies

• System integrators and developers ( mobile devices,

gaming, sports & fitness, etc.)


products to differentiate your own products

– Evaluate the benefits of using these new technologies in

your end-system; design architecture for the next

generation of systems

– Screen potential new suppliers able to provide new

functionalities, or cost and size savings

• R&D centers


products for new applicative markets

– Identify the best candidates for technology transfer

• Financial & strategic investors

– Understand the structure and value chain of the consumer

inertial sensor industry

– Estimate the value of players developing disruptive

products and technologies such as monolithic integration

and smart modules

– Get the global list of main key players and emerging start-

ups in this industry

© 2013 • 6


Companies Cited in this Report

94Fifty, Adidas, Aichi MI, AKM, Alps Electric, AMS, Analog Devices, Apple, Archos, Aruba Networks,

ASE, Atlas, Atmel, Babolat, Baolab, Blackberry, Bosch Sensortec, Broadcom, Cambridge Mechatronics,

Casio Micronics, CSR, DNP, Domintech, EMMicroelectronics, Epson, FitBark, Fitbit, Freescale, Fujitsu,

Full Flight Technology, Garmin, Gionee, GlobalFoundries, Google, Hana Microelectronics, Hillcrest Labs,

Hisense, Honeywell, HTC, Huawei, ICsense, Instabeat, Intel, InvenSense, Isentek, Jabra, JCAP, Kionix,

KYEC, Kyocera, LG, Lingsen Precision Industries, Marvell, Maxim, Mcube, Mediatek, Melexis, Memsic,

Metaio, Microsistemler, Microsoft, MiraMEMS, Mobiplex, Mosoro, Motorola, Movea, MultiDimension,

Technology, Murata , NEC, Nike, Nikon, Nintendo, Nokia, Nvidia, NXP, Nyko, Orbotix, Panasonic,

Pantech, Pebble, PNI Sensors, QFO Labs, QST, Qualcomm, Qualtre, Recon, Rohm, SAE Magnetics,

Samsung, Senodia, Sensitec, SensorPlatforms, Sharp, Sigurd, Sixense Entertainment, SMIC, Sony, Sony

Mobile , Spreadtrum, STMicroelectronics, TCL, Teledyne Dalsa, ThalmicLabs, TI, TomTom, Toshiba,

Tronics, TSMC, TUMEMS, Vuzix, Whistle, Withings, Xfab, Xiaomi, Xsens, Yamaha, ZTE…

© 2013 • 7


IntroductionCombo sensors will almost triple from 2012 to 2013

• 2012 was seen by many as a turnkey year for consumer combo sensors, with high volume adoption in platforms such as

Samsung Galaxy S smartphones. Since then, many developments have occurred, and the market acceptance of combo

solutions has been extremely quick, not only for 6-axis IMU (adopted in a growing number of platforms) but also for 6-axis

e-compass (shipments are reaching new records every month). In addition, 9-axis solutions are being introduced to the

market and innovative solutions should follow: with integration of pressure sensing, processing units, and RF capabilities…

• The combo sensor market is estimated to be $446M in 2013, growing to $1.97B in 2018. This represents 21% of the global

inertial consumer market in 2013, and will grow to an impressive 66% by 2018. While smartphones and tablets are now

driving volume increases and adoption of combos, the picture should be different in 2018. The next market wave should

come from wearable electronics, where long-term market potential is huge. While combo sensors will take a significant

portion of total market share, opportunities will remain for discrete sensors: from accelerometers used in basic activity

trackers to gyroscopes for camera module stabilization.

• The road was not so easy for inertial combos and some challenges still need to be solved. Outside of the offering, which is

still smaller than with discrete sensors, combo sensors are sometimes said to be inaccurate or to create constraints for

placement on the board (for magnetic field detection: a tiny magnetometer die is often preferred than a larger combo

package). Footprint reduction was the only argument in favor of combos in the past. However it is fair to say that significant

achievements have been made in the past couple of months. Most of the past yield issues have been solved, leading to

lower price. In addition, combo solutions facilitate both qualification and testing at the integrator level, and development of

sensor fusion. This report describes the motivations for each type of combo and analyzes the timing for market adoption for

each end-application.

© 2013 • 8


Introduction4 players share 75% of the market, is there any room for

newcomers?

• STMicroelectronics is the global leader in the inertial consumer sensor market with 42% market share. Only InvenSense and

Bosch Sensortec are able to compete with it today. It is key to be able to control the different technologies or to establish

the right partnerships to sell a large range of combo solutions. ST is just starting to sell its own magnetometer in 2013,

while Bosch has been very active in launching new product lines since 2012. InvenSense has just partnered with Melexis as

an alternative source to AKM for the magnetometer die in 9-axis solutions, although this is not official information.

• Price is still sharply dropping, with IMUs sold to some large volume customers below $1 in 2013. To stay in the race, the 3

leaders are going to introduce technical innovations: monolithic integration of 6 to 9-axis, use of TSV, chip scale packaging,

and active capping…

• Current challengers and newcomers are eyeing this combo opportunity and expect to take market share while the supply

chain is not yet mature. Kionix, Freescale, Alps Electric, Fairchild, Maxim and more than 10 other companies are targeting

this market space. New business models are built and more fabless companies are likely to be involved in the combo

market. Details on newcomer technologies and roadmaps are provided in the report.

© 2013 • 9


IntroductionValue is moving to function delivery with embedded sensor

fusion

• Sensor fusion developments must be taken seriously. There has been hype about it for many years and now we

start to see commercial implementation. The first real products with sensor fusion are already on the market,

such as sensor hubs in the latest smartphones and tablets from Samsung and more recently by Apple, with the

M7 processor in iPhone 5S. In addition, GPS chipsets with indoor navigation capability relying on MEMS sensors

are now available from CSR, Qualcomm and Broadcom.

• The report provides a detailed understanding of the sensor fusion roadmap and how it will impact the MEMS

industry:

– New market opportunities: For instance, context awareness functionalities are on the roadmap of various players

– New architectures: Sensor hubs as MCUs or low-power application processor core play an increasing role, while standardization

initiatives are ongoing

– Technical impact: Better inertial performance can be requested for some functions

– Change in value repartition: Different types of companies are playing in the sensor fusion ecosystem. We see the first signs of

consolidation as collaborations along the value chain are set up (Qualcomm with Cisco Systems, Aruba acquisition of Meridian,

Apple acquisition of WiFiSLAM…)

© 2013 • 10


Strong drivers for 6-axis IMUs

Discreteaccel & gyro

6-axis IMU package

• Value proposition of IMUs is strong now

– It is generally smaller as discrete sensors:

• Common package and ASIC die generally

– Price is now lower:

• Yield has improved since the first IMU generations

– Such sensor combo facilitates integration by OEMs:

• One unique component to qualify

• Possibility to benefit from an optimized sensor fusion

library from the combo maker

• The only limitations are:

– Lower component choice than for standalone

sensors, although IMU availability is improving

– Risk that combo sensor companies get a large part of

the sensor fusion added value

© 2013 • 11


Global Market EvolutionCombo sensors strongly impact the market!

• The global market is growing from $1.76B in

2012 to $2.99B in 2018

– 2.96B to 7.88B units from 2012 to 2018!

• The market for discrete sensors starts to

decrease

– However opportunities remains with

applications such as wearable electronics or

cameramodule OIS

• Combo sensors will represent the majority of

the market from 2016

– 6 axis IMUs and then 9-axis solutions should

dominate

– ASP keeps decreasing and competition is

stronger than ever! IMUs are priced bellow $1

in 2013 already!

• Smartphones remain the application that will

drive the market for the next few years

– Then wearable electronics is the most

promising high-volume opportunity at

medium to long term

© 2013 • 12


Geographic Overview of Current Major Consumer Inertial

Players

© 2013 • 13


Historical evolution of revenue/player

© 2013 • 14


3-axis accelerometersKey players and time to market

2010 2011 2012 2013 2014 2015

Development/Prototyping Sampling Mass production

Baolab (ES)

Bosch Sensortec (D)

Domintech (TW)

Freescale (USA)

Kionix (USA)

mCube (USA)

Memsic (USA/CN)

MiraMEMS (CN)

Qualtre (USA)

STMicro (IT)

Legend:

© 2013 • 15


Major 3-Axis Magnetometer Products

…2005… 2009 2010 2011 2012 2013

YAS529

YAS532

• 1.5x1.5mm²

YAS530• 2×2×0.8mm3

AK8970N

• 2.5x2.5x0.7mm3

AK8975

HSCDTD008A

Yamaha

AKM

Alps Electric

• 1.6x1.6x0.7mm3

HSCDTD004A

• 2×2×0.6mm3

• Start of production

• 5×5×1mm3

AK8963C• 1.6x1.6x0.5mm3

© 2013 • 16


Magnetic gyroscope

A typical type of intelligent sensor fusion

• Benefits of magnetic gyros / virtual gyros are high

– Much lower power consumption than a real gyro

• <1mA (450uA for the sensors + 500uA for MCU that can be needed for processing)

– No limitation on measurement range: 2000°/s can be achieved

– Better start-up time than a real gyro (20ms vs. 50-100ms)

– Lower cost solution

– Compact solution: 3x3mm² today for Kionix

• However there are some limitations

– Rotation information is delivered with about 5° accuracy today (vs. 2° for a real gyro)

– Trade-off between accuracy and responsiveness

• Potential of such device is high

– Answers the requirement for many functions such as gesture interaction

– But not pointing, and may be limited for gaming so far. But accuracy may keeps improving in the future

– An opportunity exists for:

• Low end smartphones that cannot afford a real gyro

• Potential high-end phones that could include it in addition to a real gyro to bring a lower power alternative (for context

awareness that needs always-on sensors…)

– Such function is an additional driver for the 6-axis e-compass type of market (quantified in this report)

Source Kionix

© 2013 • 17


Latest Developments in Indoor NavigationExample of hot developments

CSR SiRFstarV™ Architecture

and SiRFusion™ Platform Launched in 2012

Process data from MEMS sensors

with GPS information

Qualcomm IZat Launched in Nov. 2012

GPS integrated with Wi-Fi line

of products: Atheros

Fusion with Wi-Fi information +

with MEMS motion sensors is

enabled

Accuracy within 5 meters

Apple Acquired WiFiSlam for $20M in March 2013

The technology enables indoor localization

and mapping by using WiFi fingerprint data,

combined with data from inertial sensors

Movea Demonstration of indoor navigation technology at CES 2013

Technology uses inertial sensors and map matching

Partners include SNCF (FR) and SK Planet (KR)

mCube Sensor agnostic software

library announced in June

2013

Relies on inertial sensor

signal processing +

mapping data

© 2013 • 18


More slides from the report…

© 2013 • 19


Available MEMS Reports

MEMS Cosim+

MEMS Manufacturing

Cost Simulation Tool

Ferro-Electric

Thin Films

MEMS

Microphone

Thin Wafer

Handling

Technology Trends

for Inertials MEMS

RF Filters, PAs,

Antenna Switches &

Tunability for Cellular

Handsets

Trends in MEMS

Manufacturing &

Packaging

Ferro-Electric

Thin Films

Motion Sensors for

Consumer & Mobile

applications

Uncooled Infrared

Imaging Techology &

Market Trends

IMU & Gyro for

Defense, Aerospace

& Industrial

Status of the

CMOS Image

Sensors

New!New!

Sensor fusion of

acceleros, gyros &

magnetometers

Infrared Detectors

Technology &

Market Trends

New!

New!

MEMS Front-End

Manufacturing

Trends

MEMS for Cell

Phones and Tablets

MEMS Pressure

Sensor

Status of the

MEMS Industry

New!

New!

Emerging MEMS

New!

http://www.i-micronews.com/reports/MEMS-Microphone/202/


http://www.i-micronews.com/reports/Motion-Sensors-Consumer-Mobile-Applications/194/

http://www.i-micronews.com/reports/Motion-Sensors-Consumer-Mobile-Applications/194/

http://www.i-micronews.com/reports/Trends-MEMS-Manufacturing-Packaging/189/


http://www.i-micronews.com/reports/MEMS-Cost-Simulation-Tool/97/

http://www.i-micronews.com/reports/MEMS-Cost-Simulation-Tool/97/





http://www.i-micronews.com/reports/IMU-High-Performance-Inertial-MEMS-2011/160/






© 2013 • 20


Yole activities in MEMS

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MEDIANews portal/Technology magazines/

Webcasts/Communication services

REPORTSMarket & technology/Patent

Investigation/Reverse costing

Status of the

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© 2013 • 21


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• Michael McLaughlin, Business Development Manager, Phone: (650) 931 2552 - Cell: (408) 839 7178 -

Email: [email protected]

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© 2013 • 22


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