41
The ConFab 2017 MEMS, Sensors and IoT: New Opportunities Jim Feldhan Semico Research Corp. May 16, 2017
The ConFab 2017
MEMS, Sensors and IoT:New Opportunities
Jim FeldhanSemico Research Corp.
May 16, 2017
Outline
• MEMS & Sensor Market Impact
• End Market Innovation
• Semiconductor Outlook
2
About Semico Research
• IPI report • IPI Model accurately predicts semiconductor revenue
inflection points four quarters in advance
• Research Portfolios• Semiconductor Manufacturing: Wafer Demand, Fab Database
• Semiconductor IP and Design
• ASICs/SoCs
• MEMS
• Analog
• Compass Program
• Custom Research
3
Semiconductor Market Research & Consulting Company
» Data » Analysis » Knowledge
MEMS & Sensor Market Impact
© Copyright Semico Research Corp.
Industry Revenues Not Keeping Pace
5
Source: Semico Wafer Demand Model
© Copyright Semico Research Corp.
© Copyright Semico Research Corp.
Revenues Harder to Grow?
6
Source: SIA/WSTS and Semico Research Corp.
© Copyright Semico Research Corp.
Sensors Outpacing Semi Market
7© Copyright Semico Research Corp.
Sensor Market: Dollars by Product
8
Source: SIA/WSTS and Semico Research Corp.
© Copyright Semico Research Corp.
Billions
Sensor Market: Units by Product
9
Source: SIA/WSTS and Semico Research Corp.
© Copyright Semico Research Corp.
Billions
Smart Phones Drove ASP Down
10© Copyright Semico Research Corp.
Source: Semico Research Corp.
MEMs/Sensors Follow Steep DRAM ASP Declines
11© Copyright Semico Research Corp.
Price and Cost Reduction Enable Innovation
12
Source: Kionix
Source: Semico Research Corp.
40% area savings enabled by TSVs!
© Copyright Semico Research Corp.
MEMS/Sensors Affects of Scaling & Competition
MEMs/Sensor Supplier Base Keeps Growing
14
Source: Semico Sensor Database
© Copyright Semico Research Corp.
MEMS, Sensors & MCU Ecosystem
15© Copyright Semico Research Corp.
16
IoT = Sensors to Processors
Power Management
RF
Sensors
MEMSBaseband
Server Processors
NAND
DRAM
Data Conversion
MCU
Audio
Standard Cell
FPGA
Networking
Interface
© Copyright Semico Research Corp.
Wafer Demand by Major Product Category
Source: Semico Research Wafer Demand Model
17© Copyright Semico Research Corp.
Majority of Units Still on ≤200mm Wafers
Source: Semico Research Wafer Demand Model
18© Copyright Semico Research Corp.
Sensor Fabs by Product Type
MEMS62%
Image Sensors
22%
Other Sensors
16%
© Copyright Semico Research Corp.
Source: Semico Research Fab Database
Sensor Manufacturing
• 216 fabs
• Almost half in Asia
– Japan – 37%
– China – 24%
– Taiwan – 20%
– South Korea – 12%
Americas32%
Europe22%
Asia-Pac46%
Fabs by Region
© Copyright Semico Research Corp.
Source: Semico Research Fab Database
Moving to Larger Wafers
0
10
20
30
40
50
60
70
80
Image Sensors MEMS Other Sensors
Number of Fabs by Wafer Size and Product
100mm 125mm 150mm 200mm 300mm
© Copyright Semico Research Corp.
Source: Semico Research Fab Database
End Market Innovation
Semico’s Sensor Database Applications
– Almost 1500 entries
– Over 30 different types of sensors represented
– 20 different applications
– 270 manufacturers
Automotive, 248
Medical, 150
Smart Home/Indus
trial, 516
Wearables, Health and
Fitness, 168
Smartphone and Tablet,
361
Sensor Products by Type
Source: Semico Research Sensor Database, May 2017
© Copyright Semico Research Corp.
Sensors Today – Smartphones and Tablets
Source: Semico Research Sensor Database, May 2017
6-axis IMU Magnetometer9-axis IMU MicrobolometerAccelerometer MicrophoneChemical/gas OscillatorFingerprint Position (inductive)Force PressureGyroscope ProximityHall effect RF MEMSHumidity TemperatureImage TouchIR UltrasonicLight/Photoelectric UV
© Copyright Semico Research Corp.
Sensors Today – Wearables
Source: Semico Research Sensor Database, May 2017
Health & Fitness
IoT Smart Thermostat 4 Yr Old Design
26
• ST Microelectronics STM32L151VB ultra-low-power 32 MHz ARM Cortex-M3 MCU
• TI AM3703CUS Sitara ARM Cortex A8 microprocessor• Samsung K4X51163PK 512 Mb mobile DRAM• Sensirion SHT20 humidity and temperature sensor• TI TPS65921B power management and USB single chip• Micron MT29F2G16ABBEAH4 2 Gb NAND flash memory• TI WL1270B 802.11 b/g/n Wi-Fi solution• TI LW051A 8-channel CMOS analog multiplexer/demultiplexer• Ember EM357 integrated ZigBee/802.15.4 system-on-chip• Skyworks 2436L high power 2.4 GHz 802.15.4 front-end module
© Copyright Semico Research Corp.
Voice Activated Device
27
• Texas Instruments TPS53312 3A Step-Down Regulator with Integrated Switcher
• Texas Instruments TLV320DAC3203 Ultra Low Power Stereo Audio Codec
• Texas Instruments TPA3110D2 15W Filter-Free Class D Stereo Amplifier
• Texas Instruments DM3725CUS100 Digital Media Processor• Samsung K4X2G323PD-8GD8 256 MB LPDDR1 RAM• SanDisk SDIN7DP2-4G 4 GB iNAND Ultra Flash Memory• Qualcomm Atheros QCA6234X-AM2D Wi-Fi and Bluetooth Module• Texas Instruments TPS65910A1 Integrated Power Management IC• Texas Instruments LP55231 Programmable 9-Output LED Driver (x4)• Texas Instruments TLV320ADC3101 92dB SNR Low-Power Stereo
ADC (x4)• Texas Instruments SN74LVC74A Dual Positive-Edge-Triggered D-
Type Flip-Flops• S1053 0090 V6 Microphone (x7)• CMOS Image Sensor
© Copyright Semico Research Corp.
Emerging Markets that are Growing….
28
29
Augmented Reality and Virtual Reality
Source: Semico Research Corp.
*Includes VR and AR Headsets
Virtual Reality Headset: 3 Scenarios
Sensors Today - Medical
• EEG
• EMG
• ECG
• Blood
• Vital
Source: Semico Research Sensor Database, May 2017
© Copyright Semico Research Corp.
IoT for Commercial, Industrial, Infrastructure
31
IoT Infrastructure Installed Base
Source: Semico Research Corp.
© Copyright Semico Research Corp.
Sensors Today – Smart Home
• Computing
• Game Console
• Robotics
• IoT Environmental
• IoT Security
Source: Semico Research Sensor Database, May 2017
© Copyright Semico Research Corp.
Automotive Attracting Attention
33
Vehicle Sales versus Auto SemisPercent Change
More Electronic Systems/Car• Hybrid/EV• Navigation• Vision System• Driver Assistance• Auto Engine Start/stop• Connected/LTE• Auto Braking• Blind Spot Detection• Etc.
Source: Semico Research Corp. and Statista
© Copyright Semico Research Corp.
Sensors Today - Automotive
• Air Bags
• Safety
• Passenger
• Braking
• Engine
• Transmission
Source: Semico Research Sensor Database, May 2017
© Copyright Semico Research Corp.
Advanced Automotive Systems
35
Source: NPX
ADAS Required
Subsystems
New Innovations Require New Solutions
36
Market Outlook
Semico IPI Points to Strong Growth in 2017
Source: Semico Research IPI Report
38© Copyright Semico Research Corp.
Semiconductors Sales By Year
39
Do
llars
in M
illio
ns
© Copyright Semico Research Corp.
Source: SIA/WSTS and Semico Research Corp.
Industry Direction
Source: Morgan Stanley and Semico Research Corp.
• Sensors driving functions
• Downward ASP pressures
• More security / standards needed
Thank You
Recent Semico Reports:
– Industrial IoT: Smart Factories and Cities
– Semico Wafer Demand: Q1 2017 Highlights
– Semico Fab Database Update Summary Second Half 2016
– Semiconductor Manufacturing: Mature Technologies
– ASIC Design Starts for 2017 by Key End Market Applications
– Semico MEMS and Sensor Database Report Update: Focus on Biometrics
More information contact:Rick Vogelei
602-997-0337 / [email protected]
41» Data » Analysis » Knowledge
