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6 & 9 axis Sensors
Table of contents (1/2)
• Introduct...
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6 & 9 axis Sensors
Table of contents (2/2)
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Report Objectives
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Introduction
Combo sensors will almost triple from 201...
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Introduction
4 players share 75% of the market, is the...
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Introduction
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Strong drivers for 6-axis IMUs
Discrete
accel & gyro
...
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Global Market Evolution
Combo sensors strongly impact...
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3-axis accelerometers
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Consumer Inertial MEMS 6 & 9 Axis Combo Sensors 2013 Report by Yole Developpement

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Combo sensors will shape a $3B market, which will drive changes in the value chain, competition, and sensor fusion.


Combo sensors will almost triple from 2012 to 2013

2012 was seen by many as a turnkey year for consumer combo sensors, with high volume adoption in platforms such as Samsung Galaxy S smartphones. Since then, many developments have occurred, and the market acceptance of combo solutions has been extremely quick, not only for 6-axis IMU (adopted in a growing number of platforms) but also for 6-axis e-compass (shipments are reaching new records every month). In addition, 9-axis solutions are being introduced to the market and innovative solutions should follow: with integration of pressure sensing, processing units, and RF capabilities…

The combo sensor market is estimated to be $446M in 2013, growing to $1.97B in 2018. This represents 21% of the global inertial consumer market in 2013, and will grow to an impressive 66% by 2018. While smartphones and tablets are now driving volume increases and adoption of combos, the picture should be different in 2018. The next market wave should come from wearable electronics, where long-term market potential is huge. While combo sensors will take a significant portion of total market share, opportunities will remain for discrete sensors: from accelerometers used in basic activity trackers to gyroscopes for camera module stabilization.

The road was not so easy for inertial combos and some challenges still need to be solved. Outside of the offering, which is still smaller than with discrete sensors, combo sensors are sometimes said to be inaccurate or to create constraints for placement on the board (for magnetic field detection: a tiny magnetometer die is often preferred than a larger combo package). Footprint reduction was the only argument in favor of combos in the past. However it is fair to say that significant achievements have been made in the past couple of months. Most of the past yield issues have been solved, leading to lower price. In addition, combo solutions facilitate both qualification and testing at the integrator level, and development of sensor fusion. This report describes the motivations for each type of combo and analyzes the timing for market adoption for each end-application.


Four players share 75% of the market, is there any room for newcomers?

STMicroelectronics is the global leader in the inertial consumer sensor market with 42% market share. Only InvenSense and Bosch Sensortec are able to compete with it today. It is key to be able to control the different technologies or to establish the right partnerships to sell a large range of combo solutions. ST is just starting to sell its own magnetometer in 2013, while Bosch has been very active in launching new product lines since 2012...

More information at http://www.i-micronews.com/reports/6-9-axis-sensors-consumer-inertial-combos-report/1/396/

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Consumer Inertial MEMS 6 & 9 Axis Combo Sensors 2013 Report by Yole Developpement

  1. 1. © 2013 Copyrights © Yole Développement SA. All rights reserved. 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 6 & 9 Axis Sensors Consumer Inertial Combos Combo sensors will shape a $3.0B market, which will drive changes in the value chain, competition, and sensor fusion InvenSense STMicroelectronics LSM333D – Source System Plus Consulting STMicroelectronics LSM330 – Source System Plus Consulting Meridan Bosch Sensortec Apple
  2. 2. © 2013 • 2 Copyrights © Yole Développement SA. All rights reserved. 6 & 9 axis Sensors Table of contents (1/2) • Introduction, Definitions & Methodology 5 • Executive Summary 15 1. Market drivers for combo sensors 42 2. 2011-2018 market for inertial combo sensors 52 3. Application trends 61 A. Mobile phones and tablets • Cell phones and tablets: market dynamics • 2011-2018 inertial sensors market • Trends for each type of sensor B. Gaming • 2011-2018 inertial sensors market • Trends for each type of sensor C. Other consumer electronics • 2011-2018 inertial sensors market • Trends for each type of sensor D. Emerging applications: wearable electronics, remote controls, sports, toys… • 2011-2018 inertial sensors market • Trends for each type of sensor
  3. 3. © 2013 • 3 Copyrights © Yole Développement SA. All rights reserved. 6 & 9 axis Sensors Table of contents (2/2) 4. Competitive trends 161 A. Identification of players and market shares • Identification of competitors • Discrete accelerometer market shares • Discrete magnetometer market shares • Discrete gyro market shares • 6-axis e-compass market shares • 6-axis IMU market shares • Competitors for 9-axis combos B. STMicroelectronics, InvenSense and Bosch Sensortec technology comparison A. STMicroelectronics B. InvenSense C. Bosch Sensortec C. Supply chain and new business models 5. Sensor fusion: challenges and opportunities 254 A. Status of sensor fusion in 2013 B. Roadmap and applications C. Sensor fusion impact and value creation • Conclusion & perspectives 289
  4. 4. © 2013 • 4 Copyrights © Yole Développement SA. All rights reserved. Report Objectives • This report covers: – 3-axis accelerometers, 3-axis magnetometers, 3-axis gyroscopes, 6-axis e-compass, 6-axis IMUs, 9 axis combos – All types of consumer applications • Mobile phones • Tablets • Gaming, DSC, Laptops & Ultrabooks, etc. • Emerging applications using motion sensors: wearable electronics, sports & fitness, toys etc. • This report’s objectives are as follows: – To provide a deep analysis on the impact for 6 and 9-axis combo solutions • Challenges and opportunities for consumer MEMS combo sensors • Impact of combo solutions: for end-markets, for sensor fusion, for the competitive landscape – To provide a global overview of the market data for consumer inertial MEMS - key market metrics & dynamics: • 2011-2018 unit shipments and revenue by level of integration (3/6/9-axis) • Average selling price analysis and expected evolution • Market share for each level of integration – Application focus on key existing markets, and those that are emerging and showing the most promise • Functionalities provided, status in 2013, major drivers for combo solutions, key players as well as global system trends – To provide a clear understanding of the inertial MEMS value chain, infrastructure & players for the consumer business: • Market shares, list of all major players and expected new entrants • Description of key players’ ecosystem and supply chain – In-depth analysis on the current technology and future developments for the 3 market leaders: STMicroelectronics, InvenSense and Bosch Sensortec • Selected teardown of key major sensors to show the device architecture today • Development of new technologies and potential for combo sensors – To analyze sensor fusion developments, including indoor navigation and context awareness • Current developments for sensor hub • Analysis on the sensor fusion application roadmap and value creation • Impact expected from inertial combo solutions
  5. 5. © 2013 • 5 Copyrights © Yole Développement SA. All rights reserved. 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 roadmap for modules: what type of combos? When? – Identify new business opportunities – Identify potential strategic partners or technology providers – Monitor and benchmark your competition’s advancements • MEMS foundries, material and equipment suppliers, packaging and test houses – Understand which applications will drive volumes in 2018 – Identify new business opportunities and prospects • Microcontroller and Application Processor specialists – Spot new opportunities and define diversification strategies • System integrators and developers ( mobile devices, gaming, sports & fitness, etc.) – Evaluate market potential of future technologies and products to differentiate your own products – Evaluate the benefits of using these new technologies in your end-system; design architecture 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 consumer inertial sensor industry – Estimate the value of players developing disruptive products and technologies such as monolithic integration and smart modules – Get the global list of main key players and emerging start- ups in this industry
  6. 6. © 2013 • 6 Copyrights © Yole Développement SA. All rights reserved. Companies Cited in this Report 94Fifty, Adidas, Aichi MI, AKM, Alps Electric, AMS, Analog Devices, Apple, Archos, Aruba Networks, ASE, Atlas, Atmel, Babolat, Baolab, Blackberry, Bosch Sensortec, Broadcom, Cambridge Mechatronics, Casio Micronics, CSR, DNP, Domintech, EMMicroelectronics, Epson, FitBark, Fitbit, Freescale, Fujitsu, Full Flight Technology, Garmin, Gionee, GlobalFoundries, Google, Hana Microelectronics, Hillcrest Labs, Hisense, Honeywell, HTC, Huawei, ICsense, Instabeat, Intel, InvenSense, Isentek, Jabra, JCAP, Kionix, KYEC, Kyocera, LG, Lingsen Precision Industries, Marvell, Maxim, Mcube, Mediatek, Melexis, Memsic, Metaio, Microsistemler, Microsoft, MiraMEMS, Mobiplex, Mosoro, Motorola, Movea, MultiDimension, Technology, Murata , NEC, Nike, Nikon, Nintendo, Nokia, Nvidia, NXP, Nyko, Orbotix, Panasonic, Pantech, Pebble, PNI Sensors, QFO Labs, QST, Qualcomm, Qualtre, Recon, Rohm, SAE Magnetics, Samsung, Senodia, Sensitec, SensorPlatforms, Sharp, Sigurd, Sixense Entertainment, SMIC, Sony, Sony Mobile , Spreadtrum, STMicroelectronics, TCL, Teledyne Dalsa, ThalmicLabs, TI, TomTom, Toshiba, Tronics, TSMC, TUMEMS, Vuzix, Whistle, Withings, Xfab, Xiaomi, Xsens, Yamaha, ZTE…
  7. 7. © 2013 • 7 Copyrights © Yole Développement SA. All rights reserved. Introduction Combo sensors will almost triple from 2012 to 2013 • 2012 was seen by many as a turnkey year for consumer combo sensors, with high volume adoption in platforms such as Samsung Galaxy S smartphones. Since then, many developments have occurred, and the market acceptance of combo solutions has been extremely quick, not only for 6-axis IMU (adopted in a growing number of platforms) but also for 6-axis e-compass (shipments are reaching new records every month). In addition, 9-axis solutions are being introduced to the market and innovative solutions should follow: with integration of pressure sensing, processing units, and RF capabilities… • The combo sensor market is estimated to be $446M in 2013, growing to $1.97B in 2018. This represents 21% of the global inertial consumer market in 2013, and will grow to an impressive 66% by 2018. While smartphones and tablets are now driving volume increases and adoption of combos, the picture should be different in 2018. The next market wave should come from wearable electronics, where long-term market potential is huge. While combo sensors will take a significant portion of total market share, opportunities will remain for discrete sensors: from accelerometers used in basic activity trackers to gyroscopes for camera module stabilization. • The road was not so easy for inertial combos and some challenges still need to be solved. Outside of the offering, which is still smaller than with discrete sensors, combo sensors are sometimes said to be inaccurate or to create constraints for placement on the board (for magnetic field detection: a tiny magnetometer die is often preferred than a larger combo package). Footprint reduction was the only argument in favor of combos in the past. However it is fair to say that significant achievements have been made in the past couple of months. Most of the past yield issues have been solved, leading to lower price. In addition, combo solutions facilitate both qualification and testing at the integrator level, and development of sensor fusion. This report describes the motivations for each type of combo and analyzes the timing for market adoption for each end-application.
  8. 8. © 2013 • 8 Copyrights © Yole Développement SA. All rights reserved. Introduction 4 players share 75% of the market, is there any room for newcomers? • STMicroelectronics is the global leader in the inertial consumer sensor market with 42% market share. Only InvenSense and Bosch Sensortec are able to compete with it today. It is key to be able to control the different technologies or to establish the right partnerships to sell a large range of combo solutions. ST is just starting to sell its own magnetometer in 2013, while Bosch has been very active in launching new product lines since 2012. InvenSense has just partnered with Melexis as an alternative source to AKM for the magnetometer die in 9-axis solutions, although this is not official information. • Price is still sharply dropping, with IMUs sold to some large volume customers below $1 in 2013. To stay in the race, the 3 leaders are going to introduce technical innovations: monolithic integration of 6 to 9-axis, use of TSV, chip scale packaging, and active capping… • Current challengers and newcomers are eyeing this combo opportunity and expect to take market share while the supply chain is not yet mature. Kionix, Freescale, Alps Electric, Fairchild, Maxim and more than 10 other companies are targeting this market space. New business models are built and more fabless companies are likely to be involved in the combo market. Details on newcomer technologies and roadmaps are provided in the report.
  9. 9. © 2013 • 9 Copyrights © Yole Développement SA. All rights reserved. Introduction Value is moving to function delivery with embedded sensor fusion • Sensor fusion developments must be taken seriously. There has been hype about it for many years and now we start to see commercial implementation. The first real products with sensor fusion are already on the market, such as sensor hubs in the latest smartphones and tablets from Samsung and more recently by Apple, with the M7 processor in iPhone 5S. In addition, GPS chipsets with indoor navigation capability relying on MEMS sensors are now available from CSR, Qualcomm and Broadcom. • The report provides a detailed understanding of the sensor fusion roadmap and how it will impact the MEMS industry: – New market opportunities: For instance, context awareness functionalities are on the roadmap of various players – New architectures: Sensor hubs as MCUs or low-power application processor core play an increasing role, while standardization initiatives are ongoing – Technical impact: Better inertial performance can be requested for some functions – Change in value repartition: Different types of companies are playing in the sensor fusion ecosystem. We see the first signs of consolidation as collaborations along the value chain are set up (Qualcomm with Cisco Systems, Aruba acquisition of Meridian, Apple acquisition of WiFiSLAM…)
  10. 10. © 2013 • 10 Copyrights © Yole Développement SA. All rights reserved. Strong drivers for 6-axis IMUs Discrete accel & gyro 6-axis IMU package • Value proposition of IMUs is strong now – It is generally smaller as discrete sensors: • Common package and ASIC die generally – Price is now lower: • Yield has improved since the first IMU generations – Such sensor combo facilitates integration by OEMs: • One unique component to qualify • Possibility to benefit from an optimized sensor fusion library from the combo maker • The only limitations are: – Lower component choice than for standalone sensors, although IMU availability is improving – Risk that combo sensor companies get a large part of the sensor fusion added value
  11. 11. © 2013 • 11 Copyrights © Yole Développement SA. All rights reserved. Global Market Evolution Combo sensors strongly impact the market! • The global market is growing from $1.76B in 2012 to $2.99B in 2018 – 2.96B to 7.88B units from 2012 to 2018! • The market for discrete sensors starts to decrease – However opportunities remains with applications such as wearable electronics or cameramodule OIS • Combo sensors will represent the majority of the market from 2016 – 6 axis IMUs and then 9-axis solutions should dominate – ASP keeps decreasing and competition is stronger than ever! IMUs are priced bellow $1 in 2013 already! • Smartphones remain the application that will drive the market for the next few years – Then wearable electronics is the most promising high-volume opportunity at medium to long term
  12. 12. © 2013 • 12 Copyrights © Yole Développement SA. All rights reserved. Geographic Overview of Current Major Consumer Inertial Players
  13. 13. © 2013 • 13 Copyrights © Yole Développement SA. All rights reserved. Historical evolution of revenue/player
  14. 14. © 2013 • 14 Copyrights © Yole Développement SA. All rights reserved. 3-axis accelerometers Key players and time to market 2010 2011 2012 2013 2014 2015 Development/Prototyping Sampling Mass production Baolab (ES) Bosch Sensortec (D) Domintech (TW) Freescale (USA) Kionix (USA) mCube (USA) Memsic (USA/CN) MiraMEMS (CN) Qualtre (USA) STMicro (IT) Legend:
  15. 15. © 2013 • 15 Copyrights © Yole Développement SA. All rights reserved. Major 3-Axis Magnetometer Products …2005… 2009 2010 2011 2012 2013 YAS529 YAS532 • 1.5x1.5mm² YAS530 • 2×2×0.8mm3 AK8970N • 2.5x2.5x0.7mm3 AK8975 HSCDTD008A Yamaha AKM Alps Electric • 1.6x1.6x0.7mm3 HSCDTD004A • 2×2×0.6mm3 • Start of production • 5×5×1mm3 AK8963C • 1.6x1.6x0.5mm3
  16. 16. © 2013 • 16 Copyrights © Yole Développement SA. All rights reserved. Magnetic gyroscope A typical type of intelligent sensor fusion • Benefits of magnetic gyros / virtual gyros are high – Much lower power consumption than a real gyro • <1mA (450uA for the sensors + 500uA for MCU that can be needed for processing) – No limitation on measurement range: 2000°/s can be achieved – Better start-up time than a real gyro (20ms vs. 50-100ms) – Lower cost solution – Compact solution: 3x3mm² today for Kionix • However there are some limitations – Rotation information is delivered with about 5° accuracy today (vs. 2° for a real gyro) – Trade-off between accuracy and responsiveness • Potential of such device is high – Answers the requirement for many functions such as gesture interaction – But not pointing, and may be limited for gaming so far. But accuracy may keeps improving in the future – An opportunity exists for: • Low end smartphones that cannot afford a real gyro • Potential high-end phones that could include it in addition to a real gyro to bring a lower power alternative (for context awareness that needs always-on sensors…) – Such function is an additional driver for the 6-axis e-compass type of market (quantified in this report) Source Kionix
  17. 17. © 2013 • 17 Copyrights © Yole Développement SA. All rights reserved. Latest Developments in Indoor Navigation Example of hot developments CSR SiRFstarV™ Architecture and SiRFusion™ Platform  Launched in 2012  Process data from MEMS sensors with GPS information Qualcomm IZat  Launched in Nov. 2012  GPS integrated with Wi-Fi line of products: Atheros  Fusion with Wi-Fi information + with MEMS motion sensors is enabled  Accuracy within 5 meters Apple  Acquired WiFiSlam for $20M in March 2013  The technology enables indoor localization and mapping by using WiFi fingerprint data, combined with data from inertial sensors Movea  Demonstration of indoor navigation technology at CES 2013  Technology uses inertial sensors and map matching  Partners include SNCF (FR) and SK Planet (KR) mCube  Sensor agnostic software library announced in June 2013  Relies on inertial sensor signal processing + mapping data
  18. 18. © 2013 • 18 Copyrights © Yole Développement SA. All rights reserved. More slides from the report…
  19. 19. © 2013 • 19 Copyrights © Yole Développement SA. All rights reserved. Available MEMS Reports MEMS Cosim+ MEMS Manufacturing Cost Simulation Tool Ferro-Electric Thin Films MEMS Microphone 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!
  20. 20. © 2013 • 20 Copyrights © Yole Développement SA. All rights reserved. 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
  21. 21. © 2013 • 21 Copyrights © Yole Développement SA. All rights reserved. Our Offices & Contact Information USA Office • Michael McLaughlin, Business Development Manager, Phone: (650) 931 2552 - Cell: (408) 839 7178 - Email: mclaughlin@yole.fr • Jeff Edwards, Sales Associate, Yole Inc., Cell: (972) 333 0986- Email: edwards@yole.fr 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 Office • Yves Devigne, Europe Business Development Manager, Cell : +33 6 75 80 08 25 - Email : devigne@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
  22. 22. © 2013 • 22 Copyrights © Yole Développement SA. All rights reserved. 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

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