© 2012
75 Cours Emile Zola, F-69100 Villeurbanne - Lyon, France
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The growth of the MEMS Market
- SEMI Networking Day Italy, 20 Sept 2012 -
© 2012• 2
Outline
• Status of MEMS industry in 2012
• Back to the past… Inertial industry in 2002
• Current business trends in mobile devices
• Impact of MEMS in the traditional inertial industry
(industrial/defense/aero end-markets)
• Next wave of MEMS
© 2012• 3
Fields of Research Activity
Founded in 1998, Yole Developpement is a global market, technology and strategy consulting company involved in :
Our research is performed by in-house personnel conducting open-ended discussions based on interviews.
32 full time analysts with technical and marketing degrees
Primary research including over 3,500 interviews per year
Wafers and substrates
MEMS &
image sensors
Photovoltaics
Advanced
Packaging
Microfluidic
& Medical
Technologies
Power
Electronics
HB LED, LED & LD
© 2012• 4
Yole Développement Services
1. Strategy & Technology Consulting Services
• Market research and marketing analysis
• Strategy analysis
• Technology evaluation
• Reverse costing
• Financial services with Yole Finance
2. Publication of Market & Technology Reports
• >30 reports per year
3. Custom Workshops
• Get data and information on any of Yole’s expertise: MEMS, Compound
Semiconductors, Advanced Packaging, Photovoltaic …
4. Yole Media & Communication Support
• Micronews magazine and website
• Technology magazines: MEMS Trends…
© 2012• 5
$0M
$5 000M
$10 000M
$15 000M
$20 000M
$25 000M
2010 2011 2012 2013 2014 2015 2016 2017
MEMS Market forecast 2009-2017 value (in M$)
Oscillators
RF MEMS
Microdispensers (microfluidics)
Microfluidics for IVD
Microfluidics for Research
Other optical MEMS
Projection systems
Micro displays
PIR & Thermopiles
Microbolometers
Inertial combos
Digital Compass
Gyroscopes
Accelerometers
Microphones
Pressure Sensors
InkJet Heads
Other
Continued Strong Growth 2011-2017 Forecast (in US$M)
Yole Developpement © March 2012
© 2012• 6
TOP 30 MEMS Players
91
3
90
7
76
2
73
8
36
2
33
6
28
4
27
9
26
1
25
5
25
1
25
0
23
7
17
4
15
3
15
0
14
4
14
4
13
6
12
1
11
0
10
2
90
77
76
75
62
56
55
51
$0
$200
$400
$600
$800
$1 000
$1 200
US$
M
2011 TOP 30 MEMS Players Yole Développement March 2012 Yole Developpement © April 2012
© 2012• 7
Many Changes in 10 years
• In 2002 the inertial MEMS market was < $600M
– The TOTAL MEMS market was just $3.4B
0
100
200
300
400
500
600
700
800
900
Consumer /mobile
Automotive Industrial,medical,
aerospace,defense
Consumer /mobile
Automotive Industrial,medical,
aerospace,defense
MEMS accelerometers MEMS gyroscopes
Mar
ket
($M
)
Inertial MEMS 2002-2011 market evolution ($M)
2002
2011
Yole développement © Aug. 2012
© 2012• 8
Cell Phone Market Expectations in 2004
© 2012• 9
Cell Phone Market Expectations in 2004
© 2012• 10
Inertial Sensors Driven by Mobile Devices
• Consumer / mobile is now the largest market for inertial MEMS
• Smartphone & tablets will drive the market for the next few years
Mobile phone
Tablets
Gaming
Cameras & camcorders Laptop
Ebooks & PMP Remote controls
Other consumer
Automotive
Indus., med. & defense
Global inertial MEMS market breakdown by application segment
- 2011 - total = $3.4B
Yole développement © Aug. 2012
Mobile phone
Tablets
Gaming
Cameras & camcorders Laptop
Ebooks & PMP Remote controls
Other consumer
Automotive
Indus., med. & defense
Global inertial MEMS market breakdown by application segment
- 2017 - total = $5.3B
Yole développement © Aug. 2012
© 2012• 11
Global Trends Driving Consumer MEMS
Video / Music
consumption
Global Trends Driving Needs Driving MEMS
Diversity of users/tasks: communicate, inform, play
work, home, health, fun
Multiple platforms, variety
of form factors and
architectures
More Apps use more data
Smart… getting smarter
Social networking
Sensor / Data fusion
More demanding
specifications
Cost pressure
Size pressure
More sensors Internet everywhere
Data consumption
Advertising Location-based services
New entertainment and
gaming experiences
Broader performance (inertial, acoustic…)
Integrated solutions combos sensors
Integration with
processing
© 2012• 12
Penetration Rate: New Function
0%
10%
20%
30%
40%
50%
60%
70%
80%
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012e 2013e 2014e 2015e 2016e 2017e
Pe
net
rati
on
in m
ob
ile p
ho
ne
s an
d t
able
ts (
%)
Magnetometer penetration - % (historical data)MEMS gyroscopes penetration - % (historical data)MEMS accelerometers penetration - % (historical data)
Yole développement © May 2012
© 2012• 13
Leaders in Distinct MEMS Categories
0
100
200
300
400
500
600
20
11
Sal
es
($M
)
Top MEMS Suppliers in the Mobile Phone and Tablet Market - 2011 Revenue ($M) - Breakdown by Product Type -
MEMS accelerometers MEMS Gyroscopes Magnetometers
Combos Accelerometers Gyroscopes Combos Accelerometers Magnetometers BAW filters & Duplexers
RF MEMS Switch / Variable capacitors Silicon Microphones Other emerging MEMS
Yole développement © May 2012
© 2012• 14
Global Consumer Motion Sensor Leaders
• ST Microelectronics is the global leader
• Other players are generally (still) specialized in only one type of sensor
ST Microelectron
ics 39.5%
AKM 16.9% InvenSense
8.7%
Bosch Sensortec
6.7%
Kionix 4.7%
Panasonic 4.4%
Epson Toyocom
3.4%
Memsic 2.3%
Freescale 1.8%
Sony 1.7%
Aichi MI 1.6%
Murata 1.6%
Yamaha 1.4%
Analog Devices
1.1%
VTI 0.2%
Others 4.0%
Consumer motion sensors (accel, gyro, magneto & combos)
- 2011 market shares - total = $1.7B
Yole développement © Aug. 2012
© 2012• 15
Inertial Combos: Driving Opportunities
0
1500
3000
4500
2009 2010 2011 2012e 2013e 2014e 2015e 2016e 2017e
Mar
ket
(M U
nit
s)
Motion sensors for mobile phones and tablets - 2009-2017 market (M Units)
Discrete MEMS accelerometers Discrete MEMS gyroscopes
Discrete Magnetometers Combos accelerometers magnetometers
Combos accelerometers gyroscopes Combos 9DOF
Yole développement © Aug. 2012
InvenSense MPU-9150
Bosch BMC050, 6-Axis Electronic Compass
ST Micro LSM330DLC
ST Micro LSM330DLC
© 2012• 16
High-Performance Side:
Gyroscope Technology Breakdown
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Industrial (>6°/h)
Tactical (0.5-5%/h)
Short termnavigation
(0.05-0.5°/h)
High-endnavigation /
strategic(<0.04°/h)
Shar
e in
val
ue
(%
)
Gyro bias stability
2011 High-Perf Gyro Market ($M) - Techno breakdown - Total = $1289M -
- Bias stability -
HRG / others
Other mechanical / vibrating gyros
DTG
RLG
FOG
Si / Quartz MEMS
Yole Developpement © Aug. 2012
© 2012• 17
Inertial Industry: 2003 to 2022
2003 2012 2022
(realistic scenario)
Devices • 1 & 2 axis sensors
• 3-axis accel emerging
• 3-axis sensors
• IMUs emerging
• 9 & 10 DOF + software
• IMU (auto, high-perf)
Markets • Automotive
• 1. Consumer
• 2. Automotive
• 3. High-performance
• 1. Mobile/Sports/Health
• 2. High-performance
• 3. Automotive
$ Value • $600M • $3.8B • $6B
Players • Bosch / Systron Donner /
ADI, Delphi, Denso
• ST / Bosch / InvenSense
+ many challengers and
start-ups
• Bosch / Panasonic /
Murata / Freescale /
Denso / ADI
• 3 global leaders
(Consumer / Auto)
• Challengers: niche markets
• 5-10 large system
integrators (high-perf)
© 2012• 18
Split of the Added-Value in MEMS
Gross Margin
MEMS die (s) R&D / design
ASIC die(s) design
FE assembly, test
Final assembly & packaging
Final test, calibration
ASIC die(s) manufacturing
MEMS die (s) front-end
manufacturing
Other dies (MCU / RF …)
Software / IP
Gross Margin
IC design
Fabless companies
Final assembly & packaging
OSAT
IC manufacturing
Foundry companies
MEMS industry value chain today Traditionnal IC semiconductor industry
value chain
© 2012• 19
•MEMS timing devices
•MEMS switch / variable capacitors
•BAW filters
•BAW duplexers
•Accelerometers
•Magnetometers
•Gyroscopes
•6 to 9DOF inertial combos
•Auto-Focus
•Microdisplay
•Micro-mirror for
picroprojectors
•Energy harvesting
•Environmental sensors
(temperature, humidity…)
•Micro fuel cells
•Microspeakers
•Touchscreen
•Joystick
•…
MEMS Product Mix Evolution in Mobile Device
•Silicon microphones
•Pressure sensors
© 2012• 20
Next Wave of MEMS
Sensirion Humidity Sensor
AudioPixel microspeaker
NextInput SoftTouch
interface
TI temperature sensor versus a
competing thermopile sensor Polight MEMS autofocus
Samsung Galaxy Beam features
TI DLP
Sand 9 MEMS Oscillator DelfMEMS switch Freescale pressure sensor
Oscillators + micromirrors + displays +
switches & variable capacitors + temperature
sensors + AF + microspeakers + other
emerging MEMS
From $13M to $2.3B market (2017)
(in cell phones and tablets)
Wispry antenna tuner on
cell phone board
© 2012• 21
The Growing Billion Unit Club
0
500
1000
1500
2000
2500
3000
MEMS cumulative shipments by selected companies (Munits)
Knowles microphones Avago FBAR shipments Freescale MEMS
ST MEMS Bosch MEMS SiTime MEMS oscillators
Poly. (Knowles microphones) Poly. (Avago FBAR shipments) Linéaire (Freescale MEMS)
Poly. (ST MEMS) Poly. (Bosch MEMS) Linéaire (SiTime MEMS oscillators)
Yole développement © May 2012
© 2012• 22
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