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MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

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MEMS & Sensors for Mobile Phones and Tablets …

MEMS & Sensors for Mobile Phones and Tablets

The mobile phone and tablet market is growing, and price is decreasing. What’s the best plan for entering this market and building success?


COMPETITION BETWEEN MEMS & SENSORS PLAYERS IS FIERCE. HOW CAN NEW COMPANIES ENTER THE FRAY AND BECOME SUCCESSFUL?

STMicroelectronics remains the global leader for MEMS in cellphones and tablets, but Knowles, Bosch Sensortec and InvenSense all grew in 2013.

In 2012, Knowles lost market share in the MEMS microphone business due to strong competition from Analog Devices, AAC Technologies and Goertek. Still, it managed to regain market share in 2013 by supplying two microphones in the iPhone 5C and iPhone 5S. However, it is hard to predict what its market share in 2014 will be after recently losing its dispute against Goertek.

The top four players own more than 50% market share in different MEMS & Sensors markets. Leading companies are trying to enlarge their MEMS products portfolio in order to supply a bundle of products to their customers. STMicroelectronics provides inertial sensors, microphones and pressure sensors. Bosch Sensortec is also focused on these products. And in 2013, InvenSense joined in by acquiring Analog Devices’ MEMS microphone business line, and signed a collaboration agreement with Sonion. InvenSense also released a 7-axis combo that integrates pressure sensors inside of a 6-axis IMU.

In these competitive conditions, two questions are key:
1) What strategies will newcomers pursue?
2) What is happening amongst the MEMS players already involved in the mobile phone and tablet market? This report provides the answers. One thing is for certain: new technologies are undoubtedly needed.

More information on that report at http://goo.gl/W39QQu

Published in: Technology, Business

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  • 1. © 2014 75 Cours Emile Zola, F-69100 Lyon-Villeurbanne, France Tel: +33 472 83 01 80 - Fax: +33 472 83 01 83 Web: http://www.yole.fr Sensors for Cellphones and Tablets Huge MEMS for Cellphones and Tablets Market Reaching $6.4B by 2019. Non-MEMS sensors are also exploding! -SAMPLE- FLIR InvenSense Freescale Apple fingerprint Huawei Samsung Apple Atmel
  • 2. © 2014• 2 About the Author Wenbin Ding – Wenbin is responsible for MEMS market research at Yole Développement. She previously worked at research enter CEA, Grenoble France. She holds a Microelectronics Engineering degree from the National Engineering School in Caen, plus a Master of Business Administration from IAE Caen, France. – Contact: ding@yole.fr
  • 3. © 2014• 3 MEMS for Mobile Table of Contents • Introduction, Definitions & Methodology 5 • Executive Summary 13 1. Trends in the Mobile Phone and Tablet Market and Market drivers 40 2. Sensor Fusion and Sensor Hub 52 – Status of Sensor Fusion in 2013 – Roadmap and Applications – Sensor Fusion Impact and Value Creation 3. Competitive Landscape of MEMS players 88 4. MEMS in Mobile Phones / Tablets: 2013-2019 Market Overview 99 – Overview – 2013-2019 MEMS Market Synthesis 5. Inertial Sensors, Magnetometers 120 – Overview – MEMS Accelerometers – MEMS Gyroscopes – Magnetometers – 6-axis E-compass – 6-axis IMU Combos – 9-axis Combo Solutions 6. MEMS Microphones and Speakers 168 – Silicon Microphones – Microspeakers 7. Pressure and Humidity Sensors 188 – Pressure Sensors – Humidity / Temperature Sensors 8. BAW, RF-MEMS and Silicon Timing 208 – BAW Filters and Duplexers – MEMS Switches and Variable Capacitors – Silicon MEMS Oscillators / Resonators
  • 4. © 2014• 4 MEMS for Mobile Table of Contents 9. Optical MEMS: Mirrors, Display, AF, IR 263 – IR Sensors and Microbolometers – Micromirrors for Pico Projectors – Microdisplays – MEMS Autofocus 10. Emerging MEMS for Mobile Devices 290 – Bio-Chemical Detectors & Gas Sensors – MEMS Touchscreen – Radiation Detectors – MEMS Fuel Cells – Energy Harvesting – Others: UV, Ultrasonic… 11. Other Sensors in Mobile Phones (Non MEMS Technologies) 323 – CMOS Image Sensors – ALS, Proximity, Color Sensors – Fingerprint Sensors • Conclusion and Perspectives 359
  • 5. © 2014• 5 Objectives of the Report • The scope of this report covers: – Main sensors 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, MEMS microphones, BAW filters and duplexers, MEMS switches and variable capacitors, Silicon MEMS oscillators / resonators, Micromirrors for pico projectors, Microdisplays, MEMS autofocus, Infra-Red sensors, Humidity + Temperature sensors, Emerging MEMS, Image sensors, fingerprint sensors – 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 and possibility to install applications from an app store • The objectives of this report are the following: – To provide a global overview of market data for most sensors (MEMS and non-MEMS) 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 share 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 sensors, 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 for mobile phone and tablet market competitive landscape: • Major players and their main products • Market share and evolution – To analyze sensor fusion developments and emerging major end-applications, including indoor navigation and context awareness
  • 6. © 2014• 6 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 a roadmap for modules: which type of modules? When? – Identify new business opportunities – Identify potential strategic partners or technology providers – Monitor and benchmark your competitor’s advancements • MEMS foundries, material and equipment suppliers, packaging houses – Understand what are the applications that will drive the volumes in 2019 – Identify new business opportunities and prospects • Specialists of microcontrollers, baseband/ transceiver, application processor… – Spot new opportunities and define diversification strategies linked to sensor / data fusion • Mobile phone and media tablet OEMs – Evaluate market potential of future technologies and products to differentiate your products – Evaluate the benefits of using these new technologies in your end system, design architectures for the next generation of systems – Screen potential new suppliers able to provide new functionalities, or cost and size savings • R&D centers – Evaluate market potential of future technologies and products for new applicative markets – Identify the best candidates for technology transfer • Financial & strategic investors – Understand the structure and value chain of the cellular handset and media tablet industry – Estimate the potential of new devices such as RF MEMS tuners, oscillators, autofocus, speakers… – Get the list of the main key players and emerging start- ups of this industry worldwide
  • 7. © 2014• 7 Companies Cited in This Report AAC Technologies, Analog Devices, Aichi MI, AKM, Alps Electric, Amazon, AMS, Apple, Aptina Imaging, Asus, Atmel, Audiopixels, AuthenTec, Avago, BlackBerry, BodyMedia, Boeing, Bosch Sensortec, Broadcom, Canon, Capella, Cavendish Kinetics, CSR, DelfMEMS, Discera, EPCOS, Excelitas, Fairchild, Fingerprint Cards, Freescale, Fujitsu, Gettop, Goertek, Google, Hillcrest Labs, HTC, Huawei, IDEX, IDT, Intel, Intersil, InvenSense, Jabra, Jawbone, Kionix, Knowles Acoustics, Lemoptix, Lenovo, LG, Marvell, Maxim, mCube, Mediatek, MEMS Vision, MEMSensing Microsystems, Memsic, Micello, Microvision, MiraMEMS, Mobiplex, Mosoro, Motorola, Movea, Murata, Navisens, Netatmo, NEWCO, Nextinput, Nokia, Nvidia, NXP, Omnivision, Omron, On Semiconductor, Panasonic, Peregrine, poLight, Pyreos, Qualcomm, RFMD, Rohm, Samsung, Sand 9, Senodia, Sensirion, SensorPlatforms, Sharp, Silicon Labs, SiTime, Sony, Spreadtrum, STMicroelectronics, Synkera, Tactus Technology, TCL, Tessera, Texas Instrument, Toshiba, TreLab, TriQuint, Trusted Positioning, u-blox, Variable Technologies, Validity Inc., Visioglobe, Wavelens, Wiko, WiSpry, Withings, Wolfson, Xiaomi, Yamaha, YotaPhone, Yulong, ZTE and many more !
  • 8. © 2014• 8 Major Changes from the 2013 Report • MEMS for cell phone and tablet market has grew by more than $300M – From $2.16B in 2011 to $2.57B in 2012 – Driven by: • Organic growth of the smartphone / tablet market • Adoption of more than 1 microphone and combo sensors • Acceptance of new sensors (pressure sensors) and new types of integration (6-axis combos) • Some non-MEMS sensors represent also huge opportunities – Image sensor for mobile phone and tablet market is big and will keep growing fast in the coming years – Fingerprint sensors are exploding after Apple’s integration • Other new types of MEMS providing disruptive functions are being developed and will hit the market within a few years – Biochemical sensors are very hot and rumors say that the new iPhone will integrate biosensors… Samsung already integrated a biosensor for heart beat monitoring in the Galaxy S5! – Gas sensors are also discussed a lot recently • However some types of MEMS have been disappointing so far! – Some MEMS products have been delayed: • Humidity sensor is removed by Samsung in the Galaxy S5: market will drop in 2014 and may take off again after… • Autofocus: still no products in 2013 • Microspeakers: no samples expected in 2013 as technical problems appeared for the first prototypes. Further development is needed – Some emerging sensors have just not found successful adoption so far • Thermopiles, joysticks, RFID, micro fuel cells...: it is not clear that mobile device is the most suitable market for some devices
  • 9. © 2014• 9 Smartphone OEM Ranking • Samsung took over Apple for the number 1 spot in smartphone units – With a much larger product range • Apple still very focused with the iPhone – Successful although latest results were disappointing for many – Rumors say that this product range could expand to grab more market share: iPhone mini, model with larger screen, more colors etc. • Chinese players Huawei and ZTE are increasingly successful with low cost smartphones – And increasingly targeting higher-end segments • Chinese player Lenovo had a successful year because of the acquisition of Motorola business! • Nokia has a weak position but expects the Lumia models with the new Windows Phone 8 platform to takeoff • Blackberry, having limited success with its OS, has substantially declined. The launch of Blackberry Z10 could be their last chance. Samsung 31% Apple 15% Huawei 5% LG 5% Lenovo 4% ZTE 4% Sony 4% Coolpad 4% Nokia 3% HTC 3% Others 22% 2013 Smart Phone Market Shares (in volume) - Total = 878M units - Source Yole développement, IDC, Gartner , Strategy Analytics © May 2014
  • 10. © 2014• 10 Global Trends and Impact on MEMS Content (still valid in 2014) Video / Music consumption Global trends Impact for cell phones / tablets Impact on MEMS Diversity of users and usages: communication, entertainment, business, fitness… Multiplication of different platforms, more differentiation in the form factor and architectures LTE Increasing functionalities Social networking Sensor fusion Stronger specifications for RF components Continuous pressure on cost and size More sensors Connected devices: internet access everywhere Smartphone growth Mobile advertising Location-based services Casual AND Immersive gaming experiences Need for better performance (inertial, acoustic…) Integrated solutions, Combo sensors Closer integration with processing (MCUs, Application processor…)
  • 11. © 2014• 11 Sensor Fusion Application Roadmap Valuation Detection Measurement Interpretation Discrete sensors 6-axis/9-axis + Basic sensor fusion: calibrations… Gesture monitoring Context awareness Indoor navigation Sports performance monitoring Highly accurate sensors Time Today + models + shopping preferences…
  • 12. © 2014• 12 Growth of MEMS and non-MEMS sensors! 32% 68% 2011 MEMS VS. NON MEMS MARKET BREAKDOWN FOR CELL PHONES & TABLETS (TOT ~US$5B) MEMS non MEMS Yole développement © May 2014 41% 59% 2018 MEMS VS. NON MEMS MARKET BREAKDOWN FOR CELL PHONES & TABLETS (TOT ~US$13.7B) MEMS non MEMS Yole développement © May 2014 • The non-MEMS sensors market is growing fast! – CMOS image sensors represent a big market for smartphones and tablets – Light sensors, proximity sensors are also growing. – Since Apple integrated a fingerprint sensor, Samsung, Pantech, HTC are also adopting a fingerprint sensor in their latest smartphones. The market is promising. • However the MEMS market is growing even faster: reaching more than 40% of the total market by 2018
  • 13. © 2014• 13 The Cell Phone and Tablet Market Drives Changes in MEMS Landscape 13 of the Top 30 MEMS players already involved in this market (Up from 11 last year!) 0 200 400 600 800 1000 1200 Revenue($M) Top 30 MEMS Players with focus on the cell phone / tablet revenue - 2013 Revenue ($M) - Cell phones / tablets Other markets Yole développement © May 2014
  • 14. © 2014• 14 Available MEMS Reports MEMS Cosim+ MEMS Manufacturing Cost Simulation Tool Ferro-Electric Thin Films Inertial MEMS Manufacturing Trends 2014 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! New!
  • 15. © 2014• 15 Yole activities in MEMS www.yolefinance.com YOLE FINANCE M&A/ Due Diligence/ Fundraising/ Technology brokerage PARTNERS CONSULTING Market research/Technology & Strategy/Patent Investigation/ Reverse costing www.yole.fr MEDIA News portal/Technology magazines/ Webcasts/Communication services REPORTS Market & technology/Patent Investigation/Reverse costing Status of the MEMS Industry
  • 16. © 2014• 16 Our Offices & Contact Information Japan Office • For custom research: Yutaka Katano, General Manager, Yole Japan & President, Yole K.K. Phone: (81) 362 693 457 - Cell : (81) 80 3440 6466 - Fax: (81) 362 693 448 - Email: katano@yole.fr • For reports business: Takashi Onozawa, Sales Asia & General Manager, Yole K.K. Email: onozawa@yole,fr European and North America Office • Jean-Christophe Eloy, Email : eloy@yole.fr • Yole Développement Headquarter, France: David Jourdan, Sales Coordination & Customer Service, Tel: +33 472 83 01 90, Email: jourdan@yole.fr Korea Office • Hailey Yang, Business Development Manager, Phone : (82) 2 2010 883 - Cell: (82) 10 4097 5810 - Fax: (82) 2 2010 8899 – Email: yang@yole.fr
  • 17. © 2014• 17 For More Information… Take a look at our websites www.yole.fr Yole Développement corporate website www.i-micronews.com News Portal - online free registration to our publications www.systemplus.fr Sister company expert in teardown & reverse costing analysis www.yolefinance.com Separate business unit of Yole dedicated to financial services Follow us on
  • 18. STMicroelectronics remains the global leader for MEMS in cellphones and tablets, but Knowles, Bosch Sensortec and InvenSense all grew in 2013. In 2012, Knowles lost market share in the MEMS microphone business due to strong competition from Analog Devices, AAC Technologies and Goertek. Still, it managed to regain market share in 2013 by supplying two microphones in the iPhone 5C and iPhone 5S. However, it is hard to predict what its market share in 2014 will be after recently losing its dispute against Goertek. The top four players own more than 50% market share in different MEMS & sensors markets. Leading companies are trying to enlarge their MEMS products portfolio in order to supply a bundle of products to their customers. STMicroelectronics provides inertial sensors, microphones and pressure sensors. Bosch Sensortec is also focused on these products. And in 2013, InvenSense joined in by acquiring Analog Devices’ MEMS microphone business line, and signed a collaboration agreement with Sonion. InvenSense also released a 7-axis combo that integrates pressure sensors inside of a 6-axis IMU. In these competitive conditions, two questions are key: 1) What strategies will newcomers pursue? 2) What is happening amongst the MEMS players already involved in the mobile phone and tablet market? This report provides the answers. One thing is for certain: new technologies are undoubtedly needed. The MEMS & sensors for mobile phones and tablets market is growing fast. In fact, the market will expand from $2.85B in 2013 to ~$6.4B in 2019, while shipments will increase from 5.8Bunits to 18.9Bunits! Only a few devices are close to mature: BAW filters and MEMS accelerometers. Many MEMS, sensors and actuators represent the “milk cow” part of the industry: gyroscopes, duplexers, MEMS microphones, etc. Plus, we have identified 15+ other device categories that are just starting to hit the market or are still in development. Motion sensors are the market’s largest segment. Stand-alone sensors will likely decline in the next few years - especially discrete accelerometers. Gyroscopes will find its new emerging function: OIS. Combo sensors such as 6-axis IMU and 9-axis combo will drive the future market. Price pressure is very high. The microphone market is still growing, but should be somewhat limited. Except for Apple, no smartphone makers are integrating three microphones. Thus, in several years this market could be somewhat saturated. MEMS & Sensors MEMS and Sensors for Mobile Phones and Tablets COMPETITION BETWEEN MEMS & SENSORS PLAYERS IS FIERCE. HOW CAN NEW COMPANIES ENTER THE FRAY AND BECOME SUCCESSFUL? A CONTINUOUSLY GROWING MEMS & SENSORS FOR CELLPHONES & TABLETS MARKET, & EVER-DECLINING AVERAGE SALES PRICES! Market & Technology Report REPORT OUTLINE • Title: MEMS and Sensors for Mobile Phones and Tablets • May 2014 • Market & Technology Report • PDF file • €5,990 - Multi user license (380+ slides) • €3,990 - One user license (380+ slides) KEY FEATURES OF THE REPORT • Strategy analysis of the mobile phone and tablet market • Sensor fusion and sensor hub status, roadmap and applications • Competitive landscape: market share, products split and evolution for each sensor • Overview and synthesis of the MEMS in mobile phones and tablets market • Detailed sensors applications, market metrics and dynamics, plus developments and future evolution: Inertial sensors, magnetometers and combos / Microphone and speakers / Pressure sensors and humidity sensors / BAW, RF-MEMS and silicon timing / Optical MEMS: micro mirrors, microdisplay, Autofocus, IR sensors / Emerging MEMS: Bio-chemical sensors, touchscreen, fuel cells, energy harvesting / Other sensors: CMOS image sensors, ALS, proximity sensors, fingerprint sensors Find all our reports on www.i-micronews.com WHAT’S NEW • Gives update of key market metrics and dynamics 2011-2019 • Covers new sensors being adopted by smartphones and tablets • Provides updated information on each product and the competitive landscape in general • Gives a detailed status of sensor hub and sensor fusion in 2013, along with a roadmap and applications. • Predicts sensor fusion’s future impact and value creation Top 30 MEMS & Sensors players, with a focus on cell phone & tablet revenue (Yole Développement, May 2014) The mobile phone and tablet market is growing, and price is decreasing. What’s the best plan for entering this market and building success? Revenue($M) 1000 Other markets 800 600 400 200 0 RO BERT BO SCH ST M ICRO ELECTRO ... TEXAS... H EW LETT PACKARD KN O W LES...CAN O ND EN SO PAN ASO N IC AVAG O ... FREESCALE... AKM IN VEN SEN SE AN ALO G D EVICES IN FIN EO N ... SEN SATAM U RATA H O N EYW ELL G E SEN SIN G TRIQ U IN T AAC SO N Y U TC Aerospace... M EASU REM EN T... FLIR SYSTEM SKIO N IX ALPS ELECTRICO M RO N U LIS G O ERTEK SEIKO EPSO N Cell phone/tablet
  • 19. MEMS and Sensors for Mobile Phones and Tablets SENSOR FUSION IS THE BUSINESS’S HOTTEST TOPIC! CMOS IMAGE SENSORS, AMBIENT LIGHT SENSORS, PROXIMITY SENSORS, FINGERPRINT SENSORS AND BIOSENSORS: MORE SENSOR OPPORTUNITIES FOR THE MOBILE PHONES AND TABLETS MARKET! MEMS & Sensors for cellphones and tablets market Sensor fusion application roadmap (Yole Développement, May 2014) (Yole Développement, May 2014) Pressure sensors are now used in high volume, but LBS service applications must still be developed. Humidity sensors have been removed from the Samsung Galaxy S5; consequently, we see this market declining significantly in 2014. However, it may take off again if a big smartphone maker decides to reignite it. BAW duplexers are very popular for LTE RF modules (high frequency and difficult bands in particular). Antenna tuners are now skyrocketing and MEMS technology is positioned to participate in this market. Also, silicon MEMS timing devices should bring a high value proposition for diverse premium timing components such as 32kHz in smartphones, TCXO grade and MCUs. Regarding optical MEMS, the use of uncooled thermal imagers in cell phones and tablets is still in an early stage for market acceptance. FLIR and Opgal are the two thermal imager solutions providers that have shown products, but other players are developing uncooled IR imagers for consumer applications as well. After pressure and humidity sensors, there could be a market opportunity for IR detectors to provide the spot thermometry function in mobile devices, since the detector measures the surface emissivity of a random external object. In this report, you will discover more details about every MEMS & sensors device used in mobile phones and tablets. Sensor hubs are now integrated in high volume: for example, Apple uses a sensor hub in the iPhone 5S. Sensor fusion valuation will increase in the next few years; Fairchild’s acquisition of Xsens for $60M is the first example of such increase. Moreover, it will not be limited to basic function - data interpretation is also possible. Different elements are required for sensor fusion, including MEMS, sensor hub, software, and low-power RF communication for transmission in some systems. Sensor fusion could occur at different levels: in individual sensors, in sensor modules, in the sensor hub or in the application process. Yole Développement provides an in-depth analysis of these different possibilities and their value partitioning. Sensor fusion can enable numerous new applications in mobile phones and tablets: indoor navigation, augmented reality applications and context awareness, which may enable an “always-on” sensor. This report provides detailed examples of these applications. We observed very strong growth for non-MEMS sensors, i.e. fingerprint sensors and CMOS image sensors. The mobile phone market is by far the largest CIS application. In 2013, it represented 66% of the entire CMOS image sensor market in volume and 53% of total revenue. The mobile phone market has been strongly driven by the race towards higher resolution, aiming at reaching a DSC-like image quality for high- end smartphones. Omnivision, Samsung and Sony will continue to dominate this market due to their advanced technologies, large installed capacity and cost-optimized manufacturing machine. Light sensors are also growing considerably at the moment. However, this market suffers from strong price erosion due to the low number of OEMs and a lack of innovative options. Combo sensors, long distance and gesture recognition are the three main ways to stabilize margins. 7 Market($B) 3,5 2011 2012 2013 2014 2015 2016 2017 2018 2019 0 Tablet Cell Phone Valuation Detection Measurement Interpretation Discrete sensors 6-axis/9-axis + basic sensor fusion: calibrations… Gesture monitoring Context awareness Indoor navigation Sports performance monitoring Highly accurate sensors Time Today + models + shopping preferences…
  • 20. Market & Technology Report The objectives of the report are to provide: • A global overview of market data for most sensors (MEMS and non-MEMS) used in cell phones and tablets, including key market metrics and dynamics. • An overview of major technology trends for each device type. • A deep analysis of the challenges and opportunities for MEMS, sensors and actuators in handsets and tablets. • A clear understanding of the MEMS for mobile phones and tablets market’s competitive landscape. • An analysis of sensor fusion developments and emerging major end-applications, including indoor navigation and context awareness OBJECTIVES OF THE REPORT Fingerprint sensors are and will be widely integrated into smartphones following their adoption in Samsung and Apple’s most recent offerings. Asian players have also announced new products with fingerprint scanners: Vivo’s Xplay 3S was unveiled in December 2013 with a 6” 2K display, a powerful audio amp and a fingerprint reader; and Pantech’s latest smartphones, the Vega Secret Up and the Vega Secret Note, both incorporate a fingerprint sensor. In October 2013 HTC launched its HTC One Max, which boasts a huge 5.9” display and a fingerprint scanner. Yole Développement believes that fingerprint sensors for the mobile phones and tablets market will see huge growth over the next few years. Moreover, other sensors are expected to be integrated as well, including gas sensors and biosensors. This is truly an exciting time to be part of this industry! AUTHORS Dr. Eric Mounier has a PhD in microelectronics from the INPg in grenoble. he previously worked at CEA LETI R&D lab in grenoble, France in marketing dept. Since 1998 he is a co-founder of Yole Developpement, a market research company based in France. At Yole Developpement, Dr. Eric Mounier is in charge of market analysis for MEMS, equipment & material. Frédéric Breussin is responsible for the MEMS and Sensors activity. He has supported many companies in their innovation and product development strategy in making the bridge between micro systems technologies and their applications in consumer, automotive, industrial, Life sciences, diagnostics and medical device industries. He holds an Engineering diploma from INSA Rouen & a DEA in fluid mechanics from University of Rouen. • Introduction, definitions & methodology 5 • Executive summary 13 • Trends in the mobile phone and tablet market, plus market drivers 38 • Sensor fusion and sensor hub 50 > Sensor fusion status in 2013 > Roadmap and applications > Sensor fusion impact and value creation • MEMS players competitive landscape 86 • MEMS in mobile phones/tablets: 2013-2019 market overview 95 > Overview > 2013-2019 MEMS market synthesis • Inertial sensors, magnetometers 116 > Overview > MEMS accelerometers > MEMS gyroscopes > Magnetometers > 6-axis E-compass > 6-axis IMU combos > 9-axis combo solutions • MEMS microphones and speakers 164 > Silicon microphones > Microspeakers • Pressure and humidity sensors 184 > Pressure sensors > Humidity/temperature sensors • BAW, RF-MEMS and silicon timing 204 > BAW filters and duplexers > MEMS switches and variable capacitors > Silicon MEMS oscillators/resonators • Optical MEMS: Mirrors, display, AF, IR 260 > IR Sensors and microbolometers > Micromirrors for pico projectors > Microdisplays > MEMS autofocus • Emerging MEMS for mobile devices 287 > Bio-Chemical detectors and gas sensors > MEMS touchscreen > Radiation detectors > MEMS fuel cells > Energy harvesting > Others: UV, ultrasonic, etc. • Other sensors in mobile phones (Non-MEMS technologies) 320 > CMOS image sensors > ALS, proximity, color sensors > Fingerprint sensors • Conclusion and perspectives 382 TABLE OF CONTENTS COMPANIES CITED IN THE REPORT (non-exhaustive list) AAC Technologies, Analog Devices, Aichi MI, AKM, Alps Electric, Amazon, AMS, Apple, Aptina Imaging, Asus, Atmel, Audiopixels, AuthenTec, Avago, BlackBerry, BodyMedia, Boeing, Bosch Sensortec, Broadcom, Canon, Capella, Cavendish Kinetics, CSR, DelfMEMS, Discera, EPCOS, Excelitas, Fairchild, Fingerprint Cards, Freescale, Fujitsu, Gettop, Goertek, Google, Hillcrest Labs, HTC, Huawei, IDEX, IDT, Intel, Intersil, InvenSense, Jabra, Jawbone, Kionix, Knowles Acoustics, Lemoptix, Lenovo, LG, Marvell, Maxim, mCube, Mediatek, MEMS Vision, MEMSensing Microsystems, Memsic, Micello, Microvision, MiraMEMS, Mobiplex, Mosoro, Motorola, Movea, Murata, Navisens, Netatmo, NEWCO, Nextinput, Nokia, Nvidia, NXP, Omnivision, Omron, On Semiconductor, Panasonic, Peregrine, poLight, Pyreos, Qualcomm, RFMD, Rohm, Samsung, Sand 9, Senodia, Sensirion, SensorPlatforms, Sharp, Silicon Labs, SiTime, Sony, Spreadtrum, STMicroelectronics, Synkera, Tactus Technology, TCL, Tessera, Texas Instruments, Toshiba, TreLab, TriQuint, Trusted Positioning, u-blox, Variable Technologies, Validity Inc., Visioglobe, Wavelens, Wiko, WiSpry, Withings, Wolfson, Xiaomi, Yamaha, YotaPhone, Yulong, ZTE and many more! With the participation of Wenbin Ding, formerly Technology & Market Analyst, MEMS Devices & Technology at Yole Développement RELATED REPORTS • Status of the MEMS Industry • MEMS Microphone • 6-9-Axis and other MEMS reverse costing analyses from System Plus Consulting • Emerging MEMS • Apple iPhone 5S Camera Module from Sony
  • 21. ORDER FORM MEMS & Sensors for Mobile Phones and Tablets SHIPPING CONTACT First Name: Email: Last Name: Phone: PAYMENT BY CREDIT CARD Visa Mastercard Amex Name of the Card Holder: Credit Card Number: Card Verification Value (3 digits except AMEX: 4 digits): Expiration date: BY BANK TRANSFER BANK INFO: HSBC, 1 place de la Bourse, F-69002 Lyon, France, Bank code: 30056, Branch code : 00170 Account No: 0170 200 1565  87, SWIFT or BIC code: CCFRFRPP, IBAN: FR76 3005 6001 7001 7020 0156 587 RETURN ORDER BY • FAX: +33 (0)472 83 01 83 • MAIL: YOLE DÉVELOPPEMENT, Le Quartz, 75 Cours Emile Zola, 69100 Villeurbanne/Lyon - France SALES CONTACTS • North America: David Jourdan - jourdan@yole.fr • Asia: Takashi Onozawa - onozawa@yole.fr • Europe & RoW: Jean-Christophe Eloy - eloy@yole.fr • Korea: Hailey Yang - yang@yole.fr • General: info@yole.fr (1) Our Terms and Conditions of Sale are available at www.yole.fr/Terms_and_Conditions_of_Sale.aspx The present document is valid 24 months after its publishing date: May 28th, 2014 / ABOUT YOLE DEVELOPPEMENT BILL TO Name (Mr/Ms/Dr/Pr): Job Title: Company: Address: City: State: Postcode/Zip: Country*: *VAT ID Number for EU members: Tel: Email: Date: PRODUCT ORDER Please enter my order for above named report : One user license*: Euro 3,990 Multi user license: Euro 5,990 For price in dollars, please use the day’s exchange rate. All reports are delivered electronically at payment reception. For French customers, add 20% for VAT I hereby accept Yole Développement’s Terms and Conditions of Sale(1) Signature: *One user license means only one person at the company can use the report. Please be aware that our publication will be watermarked on each page with the name of the recipient and of the organization (the name mentioned on the PO). This watermark will also mention that the report sharing is not allowed. Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media in addition to corporate finance services. With a strong focus on emerging applications using silicon and/or micro manufacturing (technology or process), Yole Développement group has expanded to include more than 50 associates worldwide covering MEMS, Compound Semiconductors, LED, Image Sensors, Optoelectronics, Microfluidics & Medical, Photovoltaics, Advanced Packaging, Manufacturing, Nanomaterials and Power Electronics. The group supports industrial companies, investors and R&D organizations worldwide to help them understand markets and follow technology trends to develop their business. MEDIA & EVENTS • i-Micronews.com, online disruptive technologies website • @Micronews, weekly e-newsletter • Technology Magazines dedicated to MEMS, Advanced Packaging, LED and Power Electronics • Communication & webcasts services • Events: Yole Seminars, Market Briefings… More information on www.i-micronews.com CONTACTS For more information about : • Consulting Services: Jean-Christophe Eloy (eloy@yole.fr) • Financial Services: Géraldine Andrieux-Gustin (andrieux@yole.fr) • Report Business: David Jourdan (jourdan@yole.fr) • Corporate Communication: Sandrine Leroy (leroy@yole.fr) CONSULTING • Market data & research, marketing analysis • Technology analysis • Reverse engineering & costing services • Strategy consulting • Patent analysis More information on www.yole.fr REPORTS • Collection of technology & market reports • Manufacturing cost simulation tools • Component reverse engineering & costing analysis • Patent investigation More information on www.i-micronews.com/reports FINANCIAL SERVICES • Mergers & Acquisitions • Due diligence • Fundraising • Coaching of emerging companies • IP portfolio management & optimization More information on www.yolefinance.com
  • 22. Definitions: “Acceptance”: Action by which the Buyer accepts the terms and conditions of sale in their entirety. It is done by signing the purchase order which mentions “I hereby accept Yole’s Terms and Conditions of Sale”. “Buyer”: Any business user (i.e. any person acting in the course of its business activities, for its business needs) entering into the following general conditions to the exclusion of consumers acting in their personal interests. “Contracting Parties” or “Parties”: The Seller on the one hand and the Buyer on the other hand. “Intellectual Property Rights” (“IPR”) means any rights held by the Seller in its Products, including any patents, trademarks, registered models, designs, copyrights, inventions, commercial secrets and know-how, technical information, company or trading names and any other intellectual property rights or similar in any part of the world, notwithstanding the fact that they have been registered or not and including any pending registration of one of the above mentioned rights. “License”: For the reports and databases, 3 different licenses are proposed. 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Any notices under these Terms and Conditions shall be given in writing. They shall be effective upon receipt by the other Party. The Seller may, from time to time, update these Terms and Conditions and the Buyer, is deemed to have accepted the latest version of these terms and conditions, provided they have been communicated to him in due time. 9. GOVERNING LAW AND JURISDICTION 9.1 Any dispute arising out or linked to these Terms and Conditions or to any contract (orders) entered into in application of these Terms and Conditions shall be settled by the French Commercial Courts of Lyon, which shall have exclusive jurisdiction upon such issues. 9.2 French law shall govern the relation between the Buyer and the Seller, in accordance with these Terms and Conditions. TERMS AND CONDITIONS OF SALES