MEMS for Cell Phones and Tablets 2013 Report by Yole Developpement

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MEMS for Cell Phones and Tablets report

From a $2.2B business in 2012 to $6.4B by 2018!


Market demand for new sensors will lead to a $6.4B market by 2018!

MEMS devices are proliferating in mobile devices. We count 25+ sensors and actuators in production or in development for mobile applications, including MEMS accelerometers, MEMS gyroscopes, magnetometers, 6-axis e-compasses, 6-axis IMU combos, 9-axis combo solutions, silicon microphones, microspeakers, pressure sensors, humidity/temperature sensors, BAW filters and duplexers, MEMS switches and variable capacitors, silicon MEMS oscillators/resonators, micromirrors for picoprojectors, microdisplays, MEMS autofocus, IR sensors and micro bolometers, biochemical detectors & gas sensors, MEMS touchscreen, MEMS joystick, radiation detectors, MEMS fuel cells, energy harvesting, UV sensors, ultrasonic sensors and more!

Mobile phones and tablets are becoming more sophisticated, and MEMS content is everincreasing. Indeed, MEMS sensors and actuators bring a strong value proposition at different levels:

Navigation & environmental sensing
Improved sound quality
Better communication performance
Improved visual experience + new tactile interface
Increased battery life
Infrared sensing

The past 12 months have seen big changes. While in the past, cell phone MEMS were limited to three categories (inertial, microphones and filters), we’ve seen strong adoption of new device types targeting environmental sensing. Also, pressure sensors are being heavily adopted in flagship phones and tablets, and humidity sensors are being adopted in the Samsung Galaxy S4. All of these new MEMS killer applications are detailed in this report.

Changes have even occurred in existing highvolume MEMS areas:

Significant architectural changes have been observed in inertial sensors, with current strong adoption of IMU combo sensors. Likewise, a new opportunity has appeared with a camera module’s dedicated OIS gyroscope.
A trend has appeared involving integration of a third MEMS microphone to provide HD voice recording (i.e. in the iPhone 5), in addition to the dual microphone architecture described in the last report. This trend is a market booster.
Strong adoption of LTE in high-end platforms will boost the duplexer market for the next three years.


The long-term outlook for MEMS companies is brighter than ever, as existing products and products just ramping up will drive solid growth over the next few years. Additionally, a new wave of MEMS products will enable further growth.

This report describes why some of these emerging MEMS (speakers, oscillators, chemical sensors, switches, auto-focus, etc.) will ramp up in volume almost overnight, just as pressure and humidity sensors did in the past few months...

More information on http://www.i-micronews.com/reports/MEMS-Cell-Phones-Tablets/1/379/

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MEMS for Cell Phones and Tablets 2013 Report by Yole Developpement

  1. 1. © 2013MEMS for Cell Phonesand Tablets 2013- From a $2.2B Business in 2012 to $6.4B by 2018 ! -SamsungJawbone AMSDelfMEMSSensirionCSRWavelens
  2. 2. © 2013 • 2MEMS for MobileTable of contents• Introduction, Definitions & Methodology 5• Executive Summary 201. Trends in the mobile phone and tablet market and driversfor the integration of MEMS in mobile devices 462. Trends in sensor / data fusion 613. Competitive trends and supply chain analysis 85– Competitive landscape: MEMS player ranking– Value chain evolution4. MEMS in mobile phones / tablets: 2012-2018 marketoverview 103– MEMS diffusion model and historical data on MEMSattach rate– 2012-2018 market synthesis5. Inertial sensors, magnetometers 126– Overview– MEMS accelerometers– MEMS gyroscopes– Magnetometers– 6-axis e-compass– 6-axis IMU combos– 9-axis combo solutions6. MEMS microphones and speakers 185– Silicon microphones– Microspeakers7. Pressure and humidity sensors 200– Pressure sensors– Humidity / temperature sensors8. BAW, RF-MEMS and silicon timing 220– BAW filters and duplexers– MEMS switches and variable capacitors– Silicon MEMS oscillators / resonators
  3. 3. © 2013 • 3MEMS for MobileTable of contents9. Optical MEMS: mirrors, display, AF, IR 274– Micromirrors for picoprojectors– Microdisplays– MEMS auto-focus– IR sensors and micro bolometers10. Emerging MEMS for mobile devices 312– Bio-chemical detectors & gas sensors– MEMS touchscreen– MEMS joystick– Radiation detectors– MEMS fuel cells– Energy harvesting– Others: UV, Ultrasonic…11. Other sensors in mobile phones (non MEMS technologies) 344– CMOS image sensors– ALS, proximity, color sensors• Conclusion and perspectives 373
  4. 4. © 2013 • 4Objectives of the report• The scope of this report covers:– All MEMS devices integrated in mobile phones => not only sensors but also actuators• MEMS accelerometers, MEMS gyroscopes, Magnetometers, 6-axis E-compass, 6-axis IMUs, 9-axis combo solutions, Pressure sensors, MEMSmicrophones, BAW filters and duplexers, MEMS switches and variable capacitors, Silicon MEMS oscillators / resonators, Micromirrors forpicoprojectors, Microdisplays, MEMS Auto-focus, Infra-Red sensors, Humidity + Temperature sensors, Emerging MEMS– All types of mobile phones (smartphones, feature phones and voice phones) + media tablets• Basic e-readers not taken into account• Amazon Kindle Fire and B&N Nook Tablet are counted as tablets. They are based on Android OS and provide advanced multimedia functionalities andpossibility to install applications from an app store• The objectives of this report are the following:– To provide a global overview of market data for MEMS components used in cell phones and tablets, including key market metrics & dynamics:• Unit shipments and revenue by type of sensor• Average selling price analysis and expected evolution• Market shares with detailed breakdown for each player and major OEM contracts– To provide an analysis of major technology trends for each device type:• Current technologies and new development for future generations of products– To provide a deep analysis of the challenges and opportunities for MEMS sensors and actuators in handsets and tablets:• Description of the different drivers for integration and historical data on penetration of MEMS• Which drivers for new MEMS devices, why will it start, what will market adoption be like?• Different levels of software and trends for sensor fusion: strategies for integration in the system, major software specialists and end-applications• Insight about architecture changes linked to the emergence of combo solutions and of MEMS data processing– To provide a clear understanding of the MEMS value chain, infrastructure and players for the cellular handset and tablet business:• List of major players for each device under consideration• Analysis on the potential new entrants with disruptive technologies• Description of the ecosystem and evolution of the value chain– To analyze sensor fusion developments and emerging major end-applications, including indoor navigation and context awareness
  5. 5. © 2013 • 5Who should be interested in this report?• MEMS device manufacturers– Evaluate market potential of future technologies andproducts– Understand the differentiated value of yourproducts and technologies in this market– Build roadmap for modules: which type ofmodules? When?– Identify new business opportunities– Identify potential strategic partners or technologyproviders– Monitor and benchmark your competitor’sadvancements• MEMS foundries, material and equipment suppliers,packaging houses– Understand what are the applications that will drivethe volumes in 2018– Identify new business opportunities and prospects• Specialists of microcontrollers, baseband/ transceiver,application processor…– Spot new opportunities and define diversificationstrategies linked to sensor / data fusion• Mobile phone and media tablet OEMs– Evaluate market potential of future technologies andproducts to differentiate your products– Evaluate the benefits of using these new technologiesin your end system, design architectures for the nextgeneration of systems– Screen potential new suppliers able to provide newfunctionalities, or cost and size savings• R&D centers– Evaluate market potential of future technologies andproducts for new applicative markets– Identify the best candidates for technology transfer• Financial & strategic investors– Understand the structure and value chain of thecellular handset and media tablet industry– Estimate the potential of new devices such as RFMEMS tuners, oscillators, auto-focus, speakers…– Get the list of the main key players and emerging start-ups of this industry worldwide
  6. 6. © 2013 • 6Companies cited in this reportAAC Acoustics, Analog Devices, Aichi MI, AKM, Alps Electric, Amazon, AMS, Apple, AptinaImaging, Asus, Atmel, Audiopixels, Avago, BlackBerry, BodyMedia, Bosch Sensortec,Broadcom, Canon, Capella, Cavendish Kinetics, CSR, DelfMEMS, Discera, Epcos, Excelitas,Fairchild, Freescale, Fujitsu, Gettop, Goertek, Google, Hillcrest Labs, HTC, Huawei, IDT, Intel,Intersil, InvenSense, Jabra, Jawbone, Kionix, Knowles Acoustics, Lemoptix, LG, Marvell,Maxim, mCube, Mediatek, MEMS Vision, MEMSensing Microsystems, Memsic, Micello,Microvision, MiraMEMS, Mobiplex, Mosoro, Motorola, Movea, Murata, Nano-, EMS, Navisens,Netatmo, NEWCO, Nextinput, Nokia, Nvidia, NXP, Omnivision, Omron, On Semiconductor,Panasonic, Peregrine, PoLight, Pyreos, Qualcomm, RFMD, Rohm, Samsung, Sand 9,Senodia, Sensirion, Sharp, Silicon Labs, SiTime, Sony, Spreadtrum, ST Microelectronics,Synkera, Tactus Technology, TCL, Tessera, Texas Instrument, Toshiba, TreLab, TriQuint,Trusted Positioning, Ublox, Variable Technologies, Visioglobe, Wavelens, Wispry, Withings,Wolfson, Yamaha, ZTE and many more !
  7. 7. © 2013 • 7IntroductionMarket demand for new sensors will support lead to a $6.4Bmarket by 2018!• MEMS devices are proliferate in mobile devices. We count 25+ sensors and actuators in production or in development for mobile applications, includingMEMS accelerometers, MEMS gyroscopes, magnetometers, 6-axis e-compasses, 6-axis IMU combos, 9-axis combo solutions, silicon microphones,microspeakers, pressure sensors, humidity/temperature sensors, BAW filters and duplexers, MEMS switches and variable capacitors, silicon MEMSoscillators/resonators, micromirrors for picoprojectors, microdisplays, MEMS auto-focus, IR sensors and micro bolometers, bio-chemical detectors & gassensors, MEMS touchscreen, MEMS joystick, radiation detectors, MEMS fuel cells, energy harvesting, UV sensors, ultrasonic sensors and more!• Mobile phones and tablets are becoming more sophisticated, and MEMS content is ever-increasing. Indeed, MEMS sensors and actuators bring a strongvalue proposition at different levels:- Navigation & environmental sensing- Improved sound quality- Better communication performance- Improved visual experience + new tactile interface- Increased battery life- Infrared sensing• The past 12 months have seen big changes. While in the past, cell phone MEMS were limited to three categories (inertial, microphones and filters), we’veseen strong adoption of new device types targeting environmental sensing. Also, pressure sensors are being heavily adopted in flagship phones and tablets,and humidity sensors are being adopted in the Samsung Galaxy S4. All of these new MEMS killer applications are detailed in this report.• Changes have even occurred in existing high-volume MEMS areas:- Significant architectural changes have been observed in inertial sensors, with current strong adoption of IMU combo sensors. Likewise, a new opportunity hasappeared with a camera module’s dedicated OIS gyroscope.- A trend has developed involving integration of a third MEMS microphone to provide HD voice recording (i.e. in the iPhone 5), in addition to the dual microphonearchitecture described in the last report. This trend is a market booster.- Strong adoption of LTE in high-end platforms will boost the duplexer market for the next three years.• The long-term outlook for MEMS companies is brighter than ever, as existing products and products just ramping up will drive solid growth over the nextfew years. Additionally, a new wave of MEMS products will enable further growth. This report describes why some of these emerging MEMS (speakers,oscillators, chemical sensors, switches, auto-focus, etc.) will ramp up in volume almost overnight, just as pressure and humidity sensors did in the past fewmonths. A nice 19% yearly growth is predicted for a market that reached $2.2B in 2012, and volume growth will be even more impressive, with 17.5B unitsexpected by 2018, up from 4.5B in 2012.
  8. 8. © 2013 • 8IntroductionSensor fusion is heating up with its first commercialimplementations!• As sensor popularity enables new applications, software is key for obtaining the best performance andfunctionalities. Sensor hubs appeared at the end of 2012 -- in Windows Phone architectures and also in someAndroid platforms such as the Samsung Galaxy Note 2 and Galaxy S4, which integrate Atmel hub. This greatlyimpacts the MEMS value chain, since successful products must offer the right level of software and be qualifiedwith sensor hubs possessed of the right timing.• Sometime in 2013, evolution is still expected in value partitioning, in particular with sensor fusion integrationin the application processor. Also, as the value chain continues moving and new architecture appears, new killerfunctionalities will hit the market. In particular, an ecosystem for context awareness or indoor navigation is putin place, with technology demonstrations (such as Movea’s recent demo at CES) and release of the firstcommercial chipsets enabling new sensor and data fusion concepts (Qualcomm iZat, Gimbal, CSR SiRFusionPlatform, etc.). The most recent end-user trends shaping demand for next-generation MEMS devices arecarefully analyzed in this report. In fact, one of the strongest impacts on sensor fusion architecture is the growthof connected devices and the use of the cell phone as a hub.
  9. 9. © 2013 • 9IntroductionA price war and market share erosion – all in the last year!• A large, growing market often comes with a strong price decrease. This is true for MEMS in mobile devices, as was observed in2012. Continuous competition between STMicroelectronics and InvenSense, and the arrival of a third player in gyroscope and IMU,had a significant impact on pricing -- which decreased 25% in just one year! In the magnetometer area, the price decrease was evenmore significant, at 35%. Also, Memsic’s aggressive pricing strategy forced market leader AKM to realign. Details are provided inthis report.• While the big guys still dominate this field and possess most of the business (STMicroelectronics for gyros and accelerometers,AKM for magnetometers, Knowles for microphones and Avago for BAW), things are changing. For example, in some cases we’veseen an erosion of market share, for reasons described in this report. In fact, our analysis shows that in one year, Knowles lost 19%market share, AKM 8% and Avago 2% in their respective markets.• Opportunities for challengers are emerging every day, driven by several factors:- Technology shift linked to the demand for higher performance in order to enable new-end functionalities and integration levels (thismay be happening for magnetometers)- New business models, such as integrating MEMS dies, which are sold off-the-shelf (typically by Infineon)- Adoption of disruptive concepts for new sensors and actuators• Out of the 20+ players currently doing business in mobile MEMS applications, only three have been able to successfully diversifyby enlarging their MEMS product portfolio. It’s a difficult achievement because Yole’s MEMS law remains valid: there is still nostandardization for MEMS products and processes. However, all industry players are actively looking to provide new functions andlaunch new components.
  10. 10. © 2013 • 10MEMS devices in volume in 2013:• IMU combo• Magnetometer• MEMS microphones• Pressure sensor• Humidity + Temperature sensor• BAW filters and duplexers• Antenna tunerSimplified view of TODAY (2013’s) smart-phone boardMEMS in red
  11. 11. © 2013 • 11New MEMS devices in volume in 2018?• 9-axis combo• Pressure + Humidity + T° combo• More microphones!• Silicon timing for XO / TCXO / 32kHz clock• Antenna switching• Gas / biochemical sensors• Auto-focus• MEMS mirrors• Microspeaker• Touchscreen?• IR sensor?Simplified view of TOMORROW (2018’s)smart-phone boardMEMS in redJoystick?UV sensor?LIDAR?Ultrasonic sensor?Radiation sensor?…Energy harvesting?
  12. 12. © 2013 • 12New major trendsShaping the demand for the next generation MEMS devicesAffordable smartphonesgrowing, brands getincreasingly involvedPhabletsNew applications outside ofsocial networking and onlinegamingCloud-based servicesDemand for longer batterylife“No-contract phones”Multimedia applications,Video streamingFeature phones decline,smartphones growthMore processing poweravailableMore data, more antennasEnvelope tracking / Carrieraggregation in LTE-AHigher level of integrationfor RF, for sensors…Context awarenessDriving the demand for more MEMS sensors and actuatorsDriving the demand fordifferentiation(new types of sensors,packages, functionalities…)Wearable electronicsconnected to smartphonesStandardization of interfaceand MEMS specifications
  13. 13. © 2013 • 13Smartphones and tablets: at the core of wearableelectronics / connected devicesExample of new devices (2/4)Mosoro 3D-motionNodeKore from VariableTechnologiesBodyMedia• Integrates MEMS accelerometer (from Kionix andST) in his systems for fitness application• We note that no gyroscopes are used presently.This would enable more precise monitoring andnew sports applications, however powerconsumption would be too high. It could be part oflarger systems in the future.• After a wrist product that has to be worn during 6months, BodyMedia is introducing a new producttageting a much larger market: disposable patchsworn during 1 week, that would be sold for $30.Jawbone UpCell Phoneas a Hub
  14. 14. © 2013 • 14Sampling/ R&DHighvolumeSmallproductionMEMS value proposition in mobile devicesDelfMEMS switchFreescale pressure sensorPolight MEMSautofocusSensirion HumiditySensorAudioPixel microspeakerSand 9 MEMSOscillatorNextInput SoftTouchinterfaceTI temperature sensor versusa competing thermopilesensorWispry antenna tuner on cellphone boardThermal imager MuOpticsMirasol displaySTM 9-axisKnowles microphonesScanning mirror fromLemoptixImprovedvisualexperienceNavigation &environmentsensingSoundqualityBetter communicationperformancesNew tactileinterfaceInfra red sensingIncreased battery lifetimeNectar fuel cell
  15. 15. © 2013 • 15Successful companies are still large leadersin distinct MEMS categoriesTop 4 players have >50% market shares on 5 different MEMS markets,although it starts to decrease in some cases
  16. 16. © 2013 • 16L3G4IS dual core gyroTeardown of Nokia Lumia 920• This gyro is integrated in the cameramodule and isable to provide both the image stabilization functionand the user interface function (replace the gyroscopeon the main board)
  17. 17. © 2013 • 17More slides from the report…
  18. 18. © 2013 • 18Available MEMS ReportsTrends in MEMSManufacturing &PackagingMEMS Cosim+MEMS ManufacturingCost Simulation ToolFerro-ElectricThin FilmsMEMSMicrophonePermanent WaferBondingThin WaferHandlingInfrared DetectorMarket, Applicationsand TechnologyTrendsTechnology Trendsfor Inertials MEMSRF Filters, PAs,Antenna Switches &Tunability for CellularHandsetsTrends in MEMSManufacturing &PackagingFerro-ElectricThin FilmsMotion Sensors forConsumer & MobileapplicationsUncooled InfraredImaging: Commercial &Military ApplicationsIMU & Gyro forDefense, Aerospace& IndustrialStatus of theCMOS ImageSensorsNew!3-Axis ConsumerGyroscopesNew!Emerging EnergyHarvestingDevicesNew!MEMS Front-EndManufacturingTrendsNew!MEMS PressureSensorSensor fusion ofacceleros, gyros &magnetometersMEMS GyroPatent Investigation
  19. 19. © 2013 • 19Yole activities in MEMSMedia businessNews feed / Magazines /WebcastsReportsMarketResearchConsulting servicesMarket research,Technology & Strategywww.yole.fr

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