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Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
Status of the MEMS Industry 2013 Report by Yole Developpement
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Status of the MEMS Industry 2013 Report by Yole Developpement

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MEMS market will double over the next 6 years, pushing manufacturers to consider consumer applications in their strategies …

MEMS market will double over the next 6 years, pushing manufacturers to consider consumer applications in their strategies

MEMS IS STILL ON A DYNAMIC GROWTH PATH, TARGETING US$22.5B IN 2018

In 2012, the IC industry saw a 2% decline, but Yole Développement’s research reveals the MEMS sector managed another 10% growth to become an $11B business. Analysts expect a 12-13% CAGR through 2018 to create a $22.5B MEMS market, growing to 23.5 billion units. We have identifi ed a number of changes as old MEMS products mature and new ones emerge. Cell phone demand drove strong growth for MEMS devices. Inertial sensor maker InvenSense continued to prove the worth of its fabless model with a ~30% increase in sales.
Triquint saw 27% growth as its BAW fi lters won more slots in smartphones. Yole Développement’s report shows markets for inkjet heads and DLPs have matured, but we see huge growth on the horizon for combination inertial sensors and for MEMS timing devices. Combination inertial sensors are starting to see high volume adoption in both consumer and automotive markets, and will quickly account for a significant part of inertial sensor sales.

Yole Développement’s report identifies new innovative MEMS devices that continue to emerge. We expect to see a number of them start production, though not reach signifi cant volumes for a few years. MEMS autofocus could come to market shortly. Big smartphone players are now looking at adding environmental sensors for heat and humidity, and MEMS devices could win those slots.


GROWTH OF CONSUMER APPLICATIONS IS PUSHING NEW STRATEGIES FOR MEMS COMPANIES

Consumer is still the leading MEMS application with increasing needs for sensory interface. Yole Développement’s report ranks the top MEMS suppliers. In 2012, for the first time, the top two MEMS suppliers on our annual Top 30 MEMS companies ranking are suppliers of inertial sensors, rather than of inkjet heads or micro-mirror actuators that have long dominated the sector. STMicroelectronics is the first company to grow a $1billion MEMS business, surpassing Texas Instruments. The second sensor supplier, Robert Bosch, has also pushed ahead of Texas Instruments and Hewlett Packard for the first time. The expanding demand for MEMS in both smartphones and automotive applications is creating a rising group of players, that can expect to see solid sales in their future.

More information on that report at http://www.i-micronews.com/reports/Status-MEMS-Industry-2013/1/384/

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  • 1. © 2013 Copyrights © Yole Développement SARL. All rights reserved. Status of the MEMS Industry 2013
  • 2. © 2013• 2 Copyrights © Yole Développement SARL. All rights reserved. Content of the Report • About the authors … 4 • Glossary … 5 • Companies listed in the report … 6 • Key report features … 7 • What we saw, what we missed in 2012 edition … 8 • Who should be interested … 9 • Methodology & definitions … 10 • Executive Summary … 13 • MEMS Market update 2012-2018 … 48 • MEMS Players ranking … 57 • TOP 30 by Device Type … 68 • Automotive … 87 – MEMS markets in units/$M … 88 – Comments by device … 90 – Inertial … 98 – Pressure … 113 – Microphones … 124 – Infrared sensors … 127 • Consumer … 134 – MEMS markets in units/$M … 135 – Comments by device … 137 – Pressure … 147 – Microphones … 154 – Inertial … 161 – RF MEMS … 166 – Optical MEMS … 172 – IJHeads … 179 • Defense / Aeronautics … 183 – MEMS markets in units/$M … 184 – Comments by device … 186 – Pressure … 192 – Inertial … 197 – Infrared sensors … 207 – RF MEMS … 215 • Medical … 220 – MEMS markets in units/$M … 221 – Comments by device … 223 – Pressure … 233 – Microphones … 240 – Accelerometers … 244 – Gyros … 250 – Microfluidics … 254 – Infrared sensors … 263 – Micro dispensers … 267 – Flow meters … 277 – Emerging MEMS … 287 – Other MEMS … 292 • Industrial / telecom … 302 – MEMS markets in units/$M … 303 – Comments by device … 305 – Pressure … 310 – Inertial MEMS … 312 – Infrared sensors … 313 – Others MEMS for industry … 314 – Optical MEMS for telecommunications … 315
  • 3. © 2013• 3 Copyrights © Yole Développement SARL. All rights reserved. Content of the Report • MEMS Finance Analysis … 317 • ASIC MEMS … 331 • MEMS Manufacturing changes … 364 • Conclusions … 385 • Appendices … 387 • Forecast changes 2012/2011 … 388 – IJH … 389 – Pressure … 392 – Microphones … 396 – Consumer inertial … 399 – High performance inertial … 403 – RF MEMS & Oscillators … 407 – IR sensors & microbolometers … 411 – Optical MEMS … 418 – Micro displays … 420 – Auto Focus … 422 – Optical MEMS for fiberoptics … 425 – Pico projection … 428 – Microfluidics … 430 • Yole Développement presentation … 434
  • 4. © 2013• 4 Copyrights © Yole Développement SARL. All rights reserved. Key Report Features • The objectives of this report is to provide: – Understanding of the MEMS markets & players dynamics. – Market data on MEMS in units & $M for 2012-2018. – MEMS Applications overview (automobile, consumer, defense & aeronautics, medical, industry & telecommunications) – ASIC MEMS analysis – A&M analysis – The challenges for MEMS manufacturing
  • 5. © 2013• 5 Copyrights © Yole Développement SARL. All rights reserved. 2004-2012: 8 years of MEMS history! • Since 2004 (year of our first « Status of the MEMS Industry » report, we anticipate many MEMS events: – In 2005, consumer (named “IT & Telecoms”) was already about 50% of the MEMS market in value. This has been a continuous growth since. – In 2004, already more than 70% of the MEMS market was generated by a few MEMS devices: IJheads, micro-mirrors, pressure sensors, accelerometers and gyros for auto and medical applications. IJHeads, pressure and inertial still accounts for a large fraction of the market toady. – We anticipated new market opportunities, e.g.: • The use of gyros in smartphones. • We believed large opportunities was coming for microphones in mobiles. – Microfluidics / biochips were already developed on glass / polymer substrates. – We anticipated the difficult technical & market challenges for RF MEMS – Fabless models was emerging – The MEMS law (“One MEMS, one process”) was already here! • What we missed: – The unsuccessful market entry of some MEMS devices; e.g. micro fuel cells (expected in 2007), micro motors … – The slower market growth for uncooled IR imagers – The quick growth of STMicroelectronics in the MEMS business – The coming of MEMS microphones players in the top 10 of the MEMS ranking – The unsuccessful growth of the MEMS foundry business (only a few players manage to have a successful business) – The restriction of the CMOS MEMS technology to a few devices only – The coming of combos – The maturity of MEMS processes
  • 6. © 2013• 6 Copyrights © Yole Développement SARL. All rights reserved. MEMS Market Historical Data 2004-2012 in US$M 2004 2005 2006 2007 2008 2009 2010 2011 2012 $M $5 240 $5 630 $6 350 $7 200 $6 800 $7 538 $8 880 $9 934 $10 930 $0 $2 000 $4 000 $6 000 $8 000 $10 000 $12 000 2004 - 2012 MEMS Markets ($M) Source Yole Développement
  • 7. © 2013• 7 Copyrights © Yole Développement SARL. All rights reserved. MEMS markets by application
  • 8. © 2013• 8 Copyrights © Yole Développement SARL. All rights reserved. MEMS markets by application
  • 9. © 2013• 9 Copyrights © Yole Développement SARL. All rights reserved. First implementations of MEMS pressure sensors in smartphones & tablets • Motorola Xoom Tablet – Bosch Sensortec BMP085 • Galaxy Note Tablet – STMicroelectronics LPS331AP • Galaxy Nexus Smartphone – Bosch Sensortec BMP180 • Galaxy S3/4 Smartphone – STMicroelectronics LPS331AP Motorola Xoom Tablet Source: Motorola Galaxy Note Tablet Source: Samsung Galaxy Nexus Smartphone Source: Samsung BMP085 Source: Bosch Sensortec LPS331AP Source: ST Microelectronics BMP180 Source: Bosch Sensortec LPS331AP Source: STMicroelectronics Galaxy SIII/ IV Smartphone Source: Samsung
  • 10. © 2013• 10 Copyrights © Yole Développement SARL. All rights reserved. Sampling / R&D High volume Small production MEMS value proposition in mobile devices DelfMEMS switch Freescale pressure sensor Polight MEMS autofocus Sensirion Humidity Sensor AudioPixel microspeaker Sand 9 MEMS Oscillator NextInput SoftTouch interface TI temperature sensor versus a competing thermopile sensor Wispry antenna tuner on cell phone board Thermal imager MuOptics Mirasol display STM 9-axis Knowles microphones Scanning mirror from Lemoptix Improved visual experience Navigation & environment sensing Sound quality Better communication performances New tactile interface Infrared sensing Increased battery lifetime Nectar fuel cell
  • 11. © 2013• 11 Copyrights © Yole Développement SARL. All rights reserved. Example of MEMS device description: Inertial combos for consumer Market description: • Provides accelerometer and / or gyroscopes and / or magnetometer functionalities • With software: can provide higher added value functionalities: pointing, activity monitoring, pedestrian navigation… Main Device Manufacturers: ST, Bosch Sensortec, InvenSense, Freescale... Main trends: • E-compass volumes increased significantly in 2012 with the involvement of Bosch and ST • 6-axis IMUs are being accepted by the market since 2012: most growing type of integration • 9-axis products started to be released in 2012. There are remaining challenges for such multi-sensor modules but the market takes off this year • Pressure sensing could be integrated in 10-axis combos but this is not likely for the near term • Increasing importance of software (can be integrated in the combo or sold for integration in the sensor hub / application processor) • More and more suppliers: the competition is increasing Market data: 2013: $451M; 472 Munits 2018: $1.40B; 3333 Munits CAGR2013-2018: 30% (in value) Main System Integrators: Cellphone / tablet makers (Samsung, Apple…), set top box / remote control OEMs, sports companies…
  • 12. © 2013• 12 Copyrights © Yole Développement SARL. All rights reserved. Top-Down Approach: Estimated Sales per MEMS Product for MEMS Companies PLAYERS Sales 2012 ($M) IJH Pressur e µphone s Acceler o Gyros Magnet ometers Inertial combos µbolo Projecti on µfluidics RF Others (mass flow…) foundry 1 STMICROELECTRONICS $1 000 $32 $22 $279 $382 $83 $0 $203 2 ROBERT BOSCH $842 $268 $17 $299 $136 $0 $99 $21 $2 3 TEXAS INSTRUMENTS $825 $811 $0 $14 4 HEWLETT PACKARD $645 $645 $0 5 KNOWLES ELECTRONICS $440 $440 $0 6 PANASONIC $386 $35 $15 $336 $0 7 DENSO $356 $187 $162 $7 $0 8 CANON $279 $279 $0 9 AVAGO TECHNOLOGIES $276 $276 $0 10 FREESCALE SEMICONDUCTOR $268 $72 $195 $1 $0 11 ANALOG DEVICES $266 $35 $161 $70 $0 12 AKM $249 $243 $6 $0 13 SEIKO EPSON $247 $215 $32 $0 14 INFINEON TECHNOLOGIES $187 $98 $58 $31 $0 15 INVENSENSE $187 $145 $41 $0 16 MURATA $179 $4 $97 $42 $36 $0 17 SENSATA $178 $178 $0 18 HONEYWELL $161 $41 $59 $40 $16 $0 $5 19 GE SENSING $152 $152 $0 20 TRIQUINT $130 $130 $0 21 LEXMARK $93 $93 $0 22 UTC AEROSPACE $91 $32 $46 $0 $14 23 SONY $83 $18 $0 $65 24 FLIR SYSTEMS $81 $81 $0 25 MEASUREMENT SPECIALTIES INC. $81 $81 $0 26 KIONIX $75 $75 $0 27 AAC ACOUSTICS $65 $65 $0 28 OMRON $60 $37 $9 $6 $9 29 ULIS $60 $60 $0 30 MEMSIC $54 $33 $20 $1
  • 13. © 2013• 13 Copyrights © Yole Développement SARL. All rights reserved. Example: MEMS-based Fundraising 2011 & 2012 database 2011 Company Product category Amount raised (US $M) Investment type June Lilliputian Systems Fuel cell (microfluidics) 21 8th / 7th round (Serie B) April Qualtre Gyroscopes (inertial) 10 3rd round April Calient Technologies Optical MEMS for telecom 19.4 13th / r4later May SiTime Oscillator, Resonator (RF MEMS) 17.8 4th / 3rd round May PoLight MEMS Auto-Focus (emerging MEMS) 15.4 3rd / 2nd round June Cavendish Kinetics RF MEMS variable capacitors 10 3rd / later June Wispry RF MEMS variable capacitors 3.6 10th / bridge September Discera Oscillator, Resonator (RF MEMS) 2 7th / bridge September GnuBIO DNA sequencing technology (microfluidics) 5 2nd round September Alphabet Energy Thermoelectric energy harvesting (emerging MEMS) 12 3rd / 1st round September Telecardia pH sensor for industrial and medical (muicrofluidics) 1.5 NA (1st ?) October Sand 9 Oscillator, Resonator (RF MEMS) 5.9 4th round November Wispry RF MEMS variable capacitors 14.1 11th / 7th round Not included (not MEMS centric) KAIAM Corporation (packaging of optical components for telecom)… 2012 Company Product category Amount raised (US $M) Investment type January Senova Systems Carbon based solid state pH sensor (microfluidics / medical) 6.7 Series B financing January Owl biomedical Cell sorting platform based on MEMS (microfluidics / medical) 3 NA (early stage) February Rheonix Microfluidic platform for the molecular diagnostics(microfluidics / medical) 6 3rd round April Wasatch Microfluidics Protein analysis equipment for the drug discovery and research market (microfluidics / medical) 0.47 3rd round May Micropelt Thermoelectric generators (emerging MEMS) 6.5 3rd round May OrthoSensor Orthopedic sensing solutions (microfluidics / medical) 15 Series B June Sand 9 Silicon MEMS timing devices (RF MEMS) 23 5th round July Pyreos MEMS -based infrared sensor array (optical MEMS) 9.71 4th round July Movea Motion sensor software solutions (inertial) 7.4 Series C September Microgen Piezo MEMS energy harvester (emerging MEMS) 2.6 Serie A September Sand 9 Silicon MEMS timing devices (RF MEMS) 3 6th round (Serie C) September Lilliputian Systems MEMS -based solid oxide fuel cell (emerging MEMS) 40 8th round September CrossFiber MEMS-based photonic switches (optical MEMS) 13.3 Serie D October Boston Microfluidics Microfluidic-based device for sample collection and processing (microfluidics / medical) 0.1 NA (early stage) October Sensimed MEMS-based contact lens for glaucoma detection (pressure / emerging MEMS) 13.2 Serie C
  • 14. © 2013• 14 Copyrights © Yole Développement SARL. All rights reserved. ASIC MEMS 2012 Market Value • The ASIC market is 29% of the MEMS module market (packaged die). • 43% of the market is in the hands of IDMs with MEMS business (STM, Infineon, Bosch …) while 57% is outsourced to IC foundries. 57% 43% Estimated 2012 out-sourced ASIC MEMS % (TOTAL~$3.5B) IDM MEMS IC Foundries (TSMC, UMC …) 29% 32% 35% 4% 2012 MEMS Market Value Breakdown (TOTAL~$10B) ASIC Die Market value MEMS Die Market Value Packaging, Assembly & Test Value Yield losses
  • 15. © 2013• 15 Copyrights © Yole Développement SARL. All rights reserved. Example: ASIC MEMS Market 2012 2013 2014 2015 2016 2017 2018 Others $5 $13 $29 $54 $74 $100 $148 Oscillators $27 $40 $85 $187 $336 $504 $655 RF MEMS $229 $306 $398 $497 $622 $776 $947 Projection systems (small size) $14 $36 $110 $189 $281 $388 $607 Projection systems (large size) $321 $356 $396 $439 $488 $541 $600 Micro displays $1 $1 $2 $14 $42 $74 $110 PIR & Thermopiles $129 $151 $175 $241 $307 $417 $715 Microbolometers $26 $32 $39 $48 $62 $76 $96 Inertial combos $92 $278 $558 $924 $1 285 $1 637 $1 951 Digital Compass $289 $401 $515 $595 $635 $633 $579 Gyroscopes $879 $1 139 $1 332 $1 402 $1 469 $1 551 $1 593 Accelerometers $534 $600 $640 $631 $605 $548 $475 Microphones $154 $196 $229 $267 $316 $356 $409 Pressure Sensors $154 $181 $211 $264 $329 $407 $514 InkJet Heads $419 $405 $391 $379 $367 $356 $342 $0 $2 000 $4 000 $6 000 $8 000 $10 000 $12 000 US$M ASIC MEMS 2012-2018 Market Value
  • 16. © 2013• 16 Copyrights © Yole Développement SARL. All rights reserved. About the Authors of this Report • Dr Eric Mounier, Senior Analyst – In 1998, he cofounded Yole Dévelopement. Eric is in charge of market analysis for MEMS, equipment & material. He is Chief Editor of MEMSTrends & Micronews magazines. Before joining Yole Développement, Eric worked as a market analyst at CEA Leti. He has a PhD in microelectronics from the INPG in Grenoble. – Contact: mounier@yole.fr • Laurent Robin, Activity Leader – He is in charge of the MEMS & Sensors market research at Yole Développement with a focus on inertial sensors & RF MEMS related technologies. Laurent holds a Physics Engineering degree from the National Institute of Applied Sciences in Toulouse, plus a Masters Degree in Technology & Innovation Management from EM Lyon Business School, France – Contact: robin@yole.fr
  • 17. © 2013• 17 Copyrights © Yole Développement SARL. All rights reserved. Available MEMS Reports Trends in MEMS Manufacturing & Packaging MEMS Cosim+ MEMS Manufacturing Cost Simulation Tool Ferro-Electric Thin Films MEMS Microphone Permanent Wafer Bonding Thin Wafer Handling Infrared Detector Market, Applications and Technology Trends 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: Commercial & Military Applications IMU & Gyro for Defense, Aerospace & Industrial Status of the CMOS Image Sensors 3-Axis Consumer Gyroscopes New! Emerging Energy Harvesting Devices New! MEMS Front-End Manufacturing Trends New! MEMS Pressure Sensor Sensor fusion of acceleros, gyros & magnetometers MEMS for Cell Phones and Tablets New!
  • 18. © 2013• 18 Copyrights © Yole Développement SARL. All rights reserved. Yole activities in MEMS Media business News feed / Magazines / Webcasts Reports Market Research Consulting services Market research, Technology & Strategy www.yole.fr

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