The document discusses emerging MEMS technologies reshaping the industry, including autofocus, RF switches, oscillators, displays, and temperature/humidity sensors. These technologies are expected to grow significantly between 2011-2017, with CAGRs over 60% in some cases. Leading companies are developing MEMS solutions in these areas to expand their product portfolios and address new market opportunities.
Emerging MEMSPatent Investigation 2014 Report by Yole DeveloppementYole Developpement
Who owns key patents for high-growth emerging MEMS innovations?
The report provides essential patent data, technology analysis and market forecasts for 7 selected Emerging MEMS (eMEMS) technologies that we believe will soon reach the marketplace: autofocus, AOC MEMS, chemical sensors, micro-speakers, scanning micro-mirrors, Si microfluidic and ultrasonic MEMS. The market for emerging MEMS covered in this report is expected to grow from US$171M in 2013 to US$2.8B in 2019, corresponding to a 58.2% CAGR.
UNDERSTAND WHICH COMPANIES OWN THE KEY PATENTS FOR THE FUTURE OF EMERGING MEMS
Patent activity related to eMEMS began in the 1990s and we observe a takeoff of patent publications for AutoFocus (AF), scanning micro-mirrors and ultrasonic MEMS technologies since the mid-2000s.
MEMS AF patent activity is new, but has increased since its emergence in 2009. This period also corresponds to the growth of the CMOS image sensor market for consumer applications, requiring more compact camera modules with more functionalities. Cambridge Mechatronics and DigitalOptics are currently the leading patent holders, but Korean giant LG has become a major force since 2010. Today MEMS AF is still a hot topic especially for cell phones and tablets, but wasn’t adopted in 2013. Although MEMS AF has promising market potential, it still faces strong market and technical challenges, which might explain the increasing patent activity of recent years.
More information on that report at http://www.i-micronews.com/mems-sensors-report/product/emerging-mems-patent-investigation-2014.html
MEMS & Sensors challenges & opportunities for the next decade 2016 Presentati...Yole Developpement
MEMS & Sensors enable key functionalities…
Current battleground of the industry
MEMS is a semiconductor technology thus enabling miniaturization and lower cost manufacturing of existing products
Automotive is the historical MEMS high volume market
Transition started in 2003 towards consumer products…
After decreasing die size, improvements are now focused on packaging issues and use of through silicon vias (TSVs) for instance
Gas Sensors, Detection of Particles, 3D Images…: What are the Next opportunit...Yole Developpement
MEMS is a semiconductor technology thus enabling miniaturization and lower cost manufacturing of existing products
A psychological survey in 1994 by Hatwell (Hatwell, Y. (1994). Traitéde psychologie expérimentale. Paris, P.U.F.) showed that 83% of our external world perception is through our vision.
Thus a high quality image is highly valued by the user –today Smartphone bill of materials is $10 for the camera module.
The next senses we use are Audio and Smell. Thus, we believe next innovation in MEMS & Sensors will be for microphones.
Gas sensors could be the next one to be valued for consumer applications.
Complete integration has been achieved at sensor level
Strong miniaturization race
Still some developments on power consumption, advanced packaging
Major developments at Software level to achieve sensor fusion
Accurate data acquisition
Precise tracking within the environment
After decreasing die size, improvements are now focused on packaging issues and use of through silicon vias (TSVs) for instance
An ever growing market
Imaging is highly valued
The imaging industry stopped the low cost/high integration model by increasing the pixel size and thus the die size
Interesting way for the MEMS industry to gain value:
More integration at environmental level seems a good opportunity
Pressure + Microphone
Add Particles & Gas detection (market pull)
High power consumption
•Limited access to sensors
•Players: Qualcomm, Samsung, Apple, etc…
•Application processors and MCU manufacturers try to override sensor hubs and access the fullfunctionality of the sensors. It requires allocated resources, may be not as optimized as a sensor hub provides
Deep access to the functionalities of the sensor
•Low power consumption
•Optimized performance
•They try to add value to their sensors by providing sensor hub, adding software and promoting use case,showing there al added-value offer by their sensors combined with their software.
A great competition to gather value at a higher level in the system, because value is in the software, not in the hardware.
More information on that report at http://www.i-micronews.com/reports.html
MEMS microphone Patent Infringement April 2015 report published by Yole Devel...Yole Developpement
This report provides a technology and patent infringement risk analysis of recent MEMS microphones from four suppliers: Knowles, STMicroelectronics/Omron, AAC Technologies/Infineon Technologies, and InvenSense/Analog Devices. The report analyzes the microphones' features and manufacturing processes, identifies relevant patents held by the suppliers, and evaluates the potential risks of patent infringement between the suppliers. It aims to understand the links between the suppliers' patented technologies and marketed products, and identify features that require further legal assessment regarding infringement risks.
New Detection Principles & Technical Evolution for MEMS & NEMS 2014 Report by...Yole Developpement
This report provides an overview of current and future MEMS and NEMS detection principles and technical challenges. It discusses trends in areas like inertial sensors and uncooled infrared imaging. New approaches are identified to reduce costs and sizes, such as 3D integration, improved manufacturing processes, and novel detection methods. Emerging areas like M&NEMS, suspended microchannel resonators, and quartz crystal microbalances are profiled. The market for devices using new approaches is projected to grow significantly in coming years.
Combo sensors continue their growth in a market expected to reach $1.4B in 2019, overcoming discrete sensors. Cellphones and tablets still drive the market but wearables will soon take their place in the landscape.
THE ‘BIG 4’ COMPANIES IN INERTIAL MEMS SHARE 75% OF THE MARKET; STMICROELECTRONICS LOST HIGH-END SMARTPHONE SHARE; STRONG CHALLENGES CAME FROM INVENSENSE & BOSCH SENSORTEC WHO WON APPLE’S BUSINESS
STMicroelectronics (ST) is still the global leader in the inertial consumer sensor market with 40% market share - InvenSense and Bosch Sensortec (Bosch) hardly compete with it today. InvenSense grew strongly, reaching more than 12%, going ahead of Bosch in the inertial market. The ‘big 4’, including AKM, are preparing for the future, with InvenSense holding an advantage as it seems to be ahead in the competition on 9-axis sensors, which are found in a large numbers of products in development, including Google Glass. Prices are still dropping sharply, with 6-axis IMUs sold to some large volume customers at less than $1 in 2013. To stay in the race, leaders are going to introduce technical innovations: monolithic integration of 6-axis IMUs into 9-axis IMUs, TSVs, chip scale packaging, and active capping.
Current challengers and newcomers are eyeing this combo opportunity and expect to take market share, even though the supply chain is consolidating. Kionix, Freescale, Alps Electric, Fairchild, Maxim and more than 10 other companies are targeting this market space, but the leaders are well established and competition is hard. New business models are developing and more fabless companies are likely to be involved in the combo market. Details on newcomer technologies and roadmaps are provided in the report.
THE REAL VALUE IS IN SENSOR FUSION, MOVEMENT WITHIN THE VALUE CHAIN IS ESSENTIAL
Value is moving to function delivery with embedded sensor fusion. Recent acquisition of companies like Movea, Wifislam or CSR is proof of high interest in sensor fusion and also the ‘internet of things’ trend. A lot of actors are considering fusion sensors as a way to make sensors smart, because competition isn’t on performance any more, but in functions/applications. Companies need to add value to their sensors with software solutions. There has been hype about this for many years, but now we’re starting 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 from Apple, with the M8 processor in the iPhone 6 & 6 Plus. In addition, GPS chipsets with indoor navigation capability relying on MEMS sensors are now available from CSR, Qualcomm and Broadcom.
Status of the MEMS Industry 2018 Market and technology Report by Yole Dévelop...Yole Developpement
Megatrends are invigorating the MEMS industry.
More information on : https://www.i-micronews.com/category-listing/product/status-of-the-mems-industry-2018.html
MEMS Pressure Sensor Market and Technologies 2018 Report by Yole DeveloppementYole Developpement
Automotive and consumer applications are propelling the MEMS pressure sensor business to new heights.
More information on that report at https://www.i-micronews.com/report/product/mems-pressure-sensor-market-and-technologies-2018.html
Emerging MEMSPatent Investigation 2014 Report by Yole DeveloppementYole Developpement
Who owns key patents for high-growth emerging MEMS innovations?
The report provides essential patent data, technology analysis and market forecasts for 7 selected Emerging MEMS (eMEMS) technologies that we believe will soon reach the marketplace: autofocus, AOC MEMS, chemical sensors, micro-speakers, scanning micro-mirrors, Si microfluidic and ultrasonic MEMS. The market for emerging MEMS covered in this report is expected to grow from US$171M in 2013 to US$2.8B in 2019, corresponding to a 58.2% CAGR.
UNDERSTAND WHICH COMPANIES OWN THE KEY PATENTS FOR THE FUTURE OF EMERGING MEMS
Patent activity related to eMEMS began in the 1990s and we observe a takeoff of patent publications for AutoFocus (AF), scanning micro-mirrors and ultrasonic MEMS technologies since the mid-2000s.
MEMS AF patent activity is new, but has increased since its emergence in 2009. This period also corresponds to the growth of the CMOS image sensor market for consumer applications, requiring more compact camera modules with more functionalities. Cambridge Mechatronics and DigitalOptics are currently the leading patent holders, but Korean giant LG has become a major force since 2010. Today MEMS AF is still a hot topic especially for cell phones and tablets, but wasn’t adopted in 2013. Although MEMS AF has promising market potential, it still faces strong market and technical challenges, which might explain the increasing patent activity of recent years.
More information on that report at http://www.i-micronews.com/mems-sensors-report/product/emerging-mems-patent-investigation-2014.html
MEMS & Sensors challenges & opportunities for the next decade 2016 Presentati...Yole Developpement
MEMS & Sensors enable key functionalities…
Current battleground of the industry
MEMS is a semiconductor technology thus enabling miniaturization and lower cost manufacturing of existing products
Automotive is the historical MEMS high volume market
Transition started in 2003 towards consumer products…
After decreasing die size, improvements are now focused on packaging issues and use of through silicon vias (TSVs) for instance
Gas Sensors, Detection of Particles, 3D Images…: What are the Next opportunit...Yole Developpement
MEMS is a semiconductor technology thus enabling miniaturization and lower cost manufacturing of existing products
A psychological survey in 1994 by Hatwell (Hatwell, Y. (1994). Traitéde psychologie expérimentale. Paris, P.U.F.) showed that 83% of our external world perception is through our vision.
Thus a high quality image is highly valued by the user –today Smartphone bill of materials is $10 for the camera module.
The next senses we use are Audio and Smell. Thus, we believe next innovation in MEMS & Sensors will be for microphones.
Gas sensors could be the next one to be valued for consumer applications.
Complete integration has been achieved at sensor level
Strong miniaturization race
Still some developments on power consumption, advanced packaging
Major developments at Software level to achieve sensor fusion
Accurate data acquisition
Precise tracking within the environment
After decreasing die size, improvements are now focused on packaging issues and use of through silicon vias (TSVs) for instance
An ever growing market
Imaging is highly valued
The imaging industry stopped the low cost/high integration model by increasing the pixel size and thus the die size
Interesting way for the MEMS industry to gain value:
More integration at environmental level seems a good opportunity
Pressure + Microphone
Add Particles & Gas detection (market pull)
High power consumption
•Limited access to sensors
•Players: Qualcomm, Samsung, Apple, etc…
•Application processors and MCU manufacturers try to override sensor hubs and access the fullfunctionality of the sensors. It requires allocated resources, may be not as optimized as a sensor hub provides
Deep access to the functionalities of the sensor
•Low power consumption
•Optimized performance
•They try to add value to their sensors by providing sensor hub, adding software and promoting use case,showing there al added-value offer by their sensors combined with their software.
A great competition to gather value at a higher level in the system, because value is in the software, not in the hardware.
More information on that report at http://www.i-micronews.com/reports.html
MEMS microphone Patent Infringement April 2015 report published by Yole Devel...Yole Developpement
This report provides a technology and patent infringement risk analysis of recent MEMS microphones from four suppliers: Knowles, STMicroelectronics/Omron, AAC Technologies/Infineon Technologies, and InvenSense/Analog Devices. The report analyzes the microphones' features and manufacturing processes, identifies relevant patents held by the suppliers, and evaluates the potential risks of patent infringement between the suppliers. It aims to understand the links between the suppliers' patented technologies and marketed products, and identify features that require further legal assessment regarding infringement risks.
New Detection Principles & Technical Evolution for MEMS & NEMS 2014 Report by...Yole Developpement
This report provides an overview of current and future MEMS and NEMS detection principles and technical challenges. It discusses trends in areas like inertial sensors and uncooled infrared imaging. New approaches are identified to reduce costs and sizes, such as 3D integration, improved manufacturing processes, and novel detection methods. Emerging areas like M&NEMS, suspended microchannel resonators, and quartz crystal microbalances are profiled. The market for devices using new approaches is projected to grow significantly in coming years.
Combo sensors continue their growth in a market expected to reach $1.4B in 2019, overcoming discrete sensors. Cellphones and tablets still drive the market but wearables will soon take their place in the landscape.
THE ‘BIG 4’ COMPANIES IN INERTIAL MEMS SHARE 75% OF THE MARKET; STMICROELECTRONICS LOST HIGH-END SMARTPHONE SHARE; STRONG CHALLENGES CAME FROM INVENSENSE & BOSCH SENSORTEC WHO WON APPLE’S BUSINESS
STMicroelectronics (ST) is still the global leader in the inertial consumer sensor market with 40% market share - InvenSense and Bosch Sensortec (Bosch) hardly compete with it today. InvenSense grew strongly, reaching more than 12%, going ahead of Bosch in the inertial market. The ‘big 4’, including AKM, are preparing for the future, with InvenSense holding an advantage as it seems to be ahead in the competition on 9-axis sensors, which are found in a large numbers of products in development, including Google Glass. Prices are still dropping sharply, with 6-axis IMUs sold to some large volume customers at less than $1 in 2013. To stay in the race, leaders are going to introduce technical innovations: monolithic integration of 6-axis IMUs into 9-axis IMUs, TSVs, chip scale packaging, and active capping.
Current challengers and newcomers are eyeing this combo opportunity and expect to take market share, even though the supply chain is consolidating. Kionix, Freescale, Alps Electric, Fairchild, Maxim and more than 10 other companies are targeting this market space, but the leaders are well established and competition is hard. New business models are developing and more fabless companies are likely to be involved in the combo market. Details on newcomer technologies and roadmaps are provided in the report.
THE REAL VALUE IS IN SENSOR FUSION, MOVEMENT WITHIN THE VALUE CHAIN IS ESSENTIAL
Value is moving to function delivery with embedded sensor fusion. Recent acquisition of companies like Movea, Wifislam or CSR is proof of high interest in sensor fusion and also the ‘internet of things’ trend. A lot of actors are considering fusion sensors as a way to make sensors smart, because competition isn’t on performance any more, but in functions/applications. Companies need to add value to their sensors with software solutions. There has been hype about this for many years, but now we’re starting 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 from Apple, with the M8 processor in the iPhone 6 & 6 Plus. In addition, GPS chipsets with indoor navigation capability relying on MEMS sensors are now available from CSR, Qualcomm and Broadcom.
Status of the MEMS Industry 2018 Market and technology Report by Yole Dévelop...Yole Developpement
Megatrends are invigorating the MEMS industry.
More information on : https://www.i-micronews.com/category-listing/product/status-of-the-mems-industry-2018.html
MEMS Pressure Sensor Market and Technologies 2018 Report by Yole DeveloppementYole Developpement
Automotive and consumer applications are propelling the MEMS pressure sensor business to new heights.
More information on that report at https://www.i-micronews.com/report/product/mems-pressure-sensor-market-and-technologies-2018.html
More information on that report at http://www.i-micronews.com/reports.html
7 MEMS VALUE PROPOSITION IN MOBILE DEVICES
And 3D imaging is supposed to be the next big thing…
• High SNR
• Noise cancellation
• Voice recognition/activation
• Waterproofing
• Haptic feedback
• Gesture recognition
• Add dimensions to the interface
• 3D changing interface (microfluidic)
• High resolution imaging
• Liveness detection
• All environment detection (dry, wet, dirt)
• Anti-spoofing
• Mobile payment
• Multiple bandwidth handling (Worldphone)
• Low power consumption
• Low loss
• Accurate timing
• Accurate indoor positioning
• Accurate motion tracking
• Healthier life (sport, walking orientation)
• Danger and damage preventing
• Weather forecast/probe
pressure
smart building, automotive
With fingerprint
With sensor fusion
Activity monitoring 2020
With gyroscopes
With 3D
camera Enhanced communication
Gaming + 3D Avatar
With microphone
Mobile payment
Virtual Personal Assistance
Always-on Virtual Personal Assistance
With gas sensor Gas detec
Two industries controlled by giant companies with ~$200B in revenue OIS, microphone and dead reckoning sensors could drive the demand
apple, facebook, Google, samsung, autonomous vehicle
Sensors for Cellphones and Tablets - 2016 Report by Yole DeveloppementYole Developpement
In a global cellphone and tablet industry worth over $400B, sensors commanded US$12.2B in 2015, with 9.5% CAGR forecasted for 2015-2021.
The sensor market is still growing impressively, but needs to reinvent itself to avoid commoditization
While many are fearing a general slowdown due to smartphone market saturation, our forecast is rather optimistic concerning sensors. Driven by the expansion of the smartphone category over other phones and new applications, the sensor industry for cellphones and tablets is expected to grow at a 9.5% compound annual growth rate (CAGR) from 2015-2021. The market was worth US$12B in 2015, and will reach US$21B by 2021. The sensor offering has never been so diverse. The list includes: Accelerometers, gyroscopes, gyroscope for optical image stabilization (OIS), magnetometers, e-compasses, inertial measurement units (IMUs), including nine degree-of-freedom (9DOF) IMUs, microphones, pressure sensors, humidity and temperature (H&T), gas, ambient light sensors (ALS), proximity, red/green/blue (RGB) color sensors, heart rate monitors (HRMs), laser rangers, 3D cameras, CMOS image sensors (CISs), fingerprint and iris recognition. Makers of all such sensors need to stay at the cutting edge of innovation. In this report, we’ve analyzed and forecasted evolution of those sensors integrated in current smartphones, distributed in three different categories: the motion sensing hub, the environmental hub and the optical hub.
Camera Module Industry 2017 Report by Yole Developpement Yole Developpement
New technologies and applications have restructured the Compact Camera Module industry
AT 12.2% CAGR FOR THE NEXT FIVE YEARS, THE COMPACT CAMERA MODULE INDUSTRY (CCM) IS A GROWTH POWERHOUSE WITH NUMEROUS LARGE COMPANIES THRIVING IN A DYNAMIC MARKET
In 2015, Yole Développement published its first report on the camera module industry and mentioned the immaturity of the ecosystem with numerous small players especially for module assembly. Now the dust has settled and giant camera module players have emerged such as LG Innotek, Semco, Foxconn Sharp, O-Film and Sunny Optical. This 2017 edition is giving you the insights into the trajectory of the industry and of more than 30 players serving mobile and other applications such as automotive and security.
Historically one could differentiate the faith of camera module market from the sub parts such as the image sensor, the lens and the autofocus or optical image stabilization system (Voice Coil Motors - VCM). It seems that differentiated growth has now ended and every sub segment is enjoying almost equal benefit from the rising market tide. This convergence is in part due to the end of quasi-monopoly from Sony in the image sensor sub-segment now joined by Samsung and Omnivision. The story is very similar for Largan Precision in the lens set sub-segment which is now facing renewed competition from Sunny Optical, Kantatsu and Genious Optical.
The last sub-domain of our interest in this report is VCMs. The growth of VCM companies has been undercut by dire structuration efforts. We had mentioned the inability of the VCM to serve the demand in the mobile market. Price pressures have changed the face of competition with competitors such as Mitsumi and Shicoh which were forced out and new players such as New Shicoh and Jawha to take center stage.
More information on that report at http://www.i-micronews.com/reports.html
Consumer Biometrics: Market and Technologies Trends 2018 Yole DéveloppementYole Developpement
Over the last five years the promising, highly dynamic consumer biometric sensor market has been totally reshaped.
More information here: https://www.i-micronews.com/report/product/consumer-biometrics-market-and-technologies-trends-2018.html
Wafer starts for More than Moore applications 2018 Report by Yole Developpement Yole Developpement
Driven by megatrend markets, More than Moore devices’ overall wafer demand is expected to grow at an almost 10% CAGR from 2017 to 2023.
More information on that report at https://www.i-micronews.com/report/product/wafer-starts-for-more-than-moore-applications.html
Market Microsystems and bioMEMS for healthcare applications: opportunities an...Yole Developpement
MEMS top players are not very involved in bioMEMS: they prefer high-volumes markets. Low production volumes in medical applications don’t allow to fill large MEMS fabs. The emergence of consumer healthcare will open high volumes opportunities for bioMEMS. The success of this new market depends on how the industry manages the challenges.
Healthcare is changing with social evolution and new technologies
bioMEMS are increasingly used: new components, new applications
Significant challenges along with great opportunities on niche markets
Shift towards consumer healthcare is going to change the game with much higher volumes…
But not yet! Too many barriers are still preventing consumer health care to explode
More information on that report at http://www.i-micronews.com/reports.html
Power GaN 2017: Epitaxy, Devices, Applications, and Technology Trends 2017 Re...Yole Developpement
The GaN power device supply chain is acting to support market growth.
THE SUPPLY CHAIN FOR POWER GAN PREPARES FOR PRODUCTION
The supply chain is close to being settle for the Power GaN market and deals during 2017 show confidence that GaN will be a successful market. First of all, there have been big investments from the main foundries to increase their capacity to handle mass production. Navitas just announced the partnership with TSMC and Amkor to ramp production capacity. Moreover, BMW i Ventures has just invested in GaN Systems. The Taiwan’s Ministry of Economic Affairs is also interested in using GaN for clean and green technologies, also in collaboration with GaN Systems.
GaN manufacturers continue developing new products and provide samples to customers, as is the case with EPC and its wireless charging line. During 2017, Panasonic announced the mass production of its 650 V products and Exagan successfully produced its first high voltage devices on 8-inch wafers. Other players are in the final phase of R&D or qualification for their GaN products to be launched in 2018. In both cases, manufacturers and clients are pushing to use GaN HEMTs in emerging technologies.
Yole Développement differentiates the Power GaN supply chain into two main models: the Integrated Device Manufacturer (IDM) model and the foundry model. We think that both IDM and foundry models will co-exist while there are different needs on the market, for example in consumer and industrial applications. In addition to the existing models, China is introducing a model with an R&D research center or design center, an external epitaxial supplier and a foundry for manufacturing, to support large-scale demand in the future.
This report furnishes an overview of the GaN power industry, covering the value chain from epitaxy and device design to device processing. It updates the supply chain and there is an overview of the year’s investments.
More information on that report at http://www.i-micronews.com/reports.html
Artificial Intelligence Computing for Automotive 2019 Report by Yole Développ...Yole Developpement
Artificial Intelligence for automotive: why you should care.
More information on that report at: https://www.i-micronews.com/produit/artificial-intelligence-computing-for-automotive-2019/
Ultrasound Sensing Technologies for Medical, Industrial and Consumer Applicat...Yole Developpement
New applications along with manufacturing capabilities and technological readiness are driving the takeoff of micro-machined ultrasonic transducers.
More information on that report at https://www.i-micronews.com/category-listing/product/ultrasound-sensing-technologies-for-medical-industrial-and-consumer-applications.html
Advanced Packaging Role after Moore’s Law: Transition from Technology Node Er...Yole Developpement
The growing and diversifying system requirements have continued to drive the development of a variety of new package styles and configurations:
Small-form-factor
Lightweight technology
Low-profile technology
High-pin-count technology
High-speed technology
High Reliability
Improved thermal management
Lower cost
Fan-in WLP maintains its appeal as the package that can provide 2 unmatchable advantages:
• Reduced form factor
• Low cost
Demand is reaching available capacity
Technology innovation in fan-in WLP continues:
• Die size increases
• Bump pitch reduces
Foundry involvement is no longer a dent in fan-in WLP production
Increased activity of Chinese capital on the market
New applications are emerging while other are declining
• Disruptions also expected in the MEMS and CIS domains
• Internet of Things
Mobile sector is driving fan-in WLP production and growing
IoT is on the horizon and is expected to have a significant impact on fan-in packages and the packaging industry as a whole
Silicon Photonics 2018 - Report by Yole Developpement Yole Developpement
Fueled by increasing internet traffic thanks to social networks, video and gaming content, increasing bandwidth will be required for inter- and intra-data center communications. As a short term answer to this possible bandwidth congestion, new photonics technology for transceivers is still pulled onto the market by Google, Apple, Facebook, Amazon and Microsoft (GAFAM) and now by Baidu, Alibaba and Tencent (BAT) in China.
More information on that report at http://www.i-micronews.com/reports.html
Market Opportunities for Thermal Management Components in Smartphones 2017 - ...Yole Developpement
The growing smartphone market, expected to reach almost $2.1 billion smartphones annually by 2022, represents a great opportunity for suppliers of different smartphone components and technology solutions.
Acoustic MEMS and Audio Solutions 2017 - Report by Yole DeveloppementYole Developpement
The audio business is about to experience profound changes
Audio is becoming a key function of multiple existing and new products that increasingly has to be analyzed as a complete landscape compared to independent devices. From mobile phones to cars, from home assistants to drones, audio products like microphones, speakers and audio integrated circuits (ICs) are essential for all the new systems driving consumer electronic markets. The total audio business was worth more than $15B in 2016. With a compound annual growth rate (CAGR) close to 6%, in 2022, the audio device market will be worth $20B and become a key feature in all the applications it is involved in. And there’s clearly room for more added value in the audio supply and value chain, as well as other significant changes.
In 2016, Yole estimates that the MEMS microphone market has almost reached the $1B milestone, with a value of $993M. Combined with the $700M electret condenser microphone (ECM) market, now the acquisition of sound is almost a $2B value market. The µspeaker market is estimated to be worth $8.7B, (meaning speakers less than two inches in diameter). In addition to these two visible elements of the audio chain, the audio IC market, which includes codecs, digital signal processors (DSPs) and amplifiers, is estimated to be worth $4.3B in 2016.
This new Yole report describes the evolution of the three audio functions, microphones, speakers and audio ICs, technical trends, as well as the evolution of the strategies of the main players to capture a larger part of this fast-growing field.
For more information about our report, please visit our website: https://www.i-micronews.com/reports.html
Artificial Organ Technology and Market Analysis 2017 Report by Yole Developpe...Yole Developpement
How will artificial organs revolutionize organ transplants and overcome shortages in the next 20 years?
FIVE OUT OF THE TEN LEADING CAUSES OF DEATH IN THE WORLD WILL BENEFIT FROM ARTIFICIAL ORGANS
Organ transplantation is often the only treatment for end-state organ failure, such as liver, kidney and heart failure. Tragically, most people on the waiting list die before they ever get an organ. Hence the dream of developing artificial organs made of electronic and mechanical parts has been around for decades. The first total artificial heart transplant was in the 1980s, yet since then few improvements have made these devices more efficient. Newcomers such as Carmat and Bivacor are aiming to change the paradigm from a single mechanical heart towards a smarter solution, with embedded sensors and intelligence.
The next wave of development came from the diabetes epidemic that affects every country, hitting more than 8% of the global population today. The artificial pancreas market will therefore experience a huge 49% compound annual growth rate (CAGR) over the next five years, to reach $1.3B in 2022. The next breakthrough to happen will come in 5-10 years, bringing artificial lungs and kidneys. The first commercially approved devices will be wearable systems such as the Wearable Artificial Kidney Foundation, Inc. (WAKFI) system.
More information on that report at http://www.i-micronews.com/reports.html
Status of the Camera Module Industry 2019 – Focus on Wafer Level Optics repor...Yole Developpement
This document provides an overview and analysis of the camera module industry in 2019 with a focus on wafer level optics. It includes the following key points:
- The report objectives are to provide market data, analysis of the industry ecosystem and value chain, and insights into technology trends in areas like wafer level optics.
- The methodology involves aggregating information from various sources to build a bottom-up forecast model for metrics like revenue, shipments and market share.
- The camera module industry ecosystem includes players that supply image sensors, lenses, autofocus and optical image stabilization components, and camera module assembly, with a total revenue of $27.1 billion in 2018.
Solid State Medical Imaging: X-ray and Endoscopy 2014 Report by Yole Developp...Yole Developpement
This document provides an overview of the technical and economic requirements for medical imaging applications such as X-ray and endoscopy. It discusses the major image sensor technologies used in medical imaging including CCD, CMOS, and amorphous silicon flat panels. The document includes market forecasts for the medical image sensor market broken down by product category and technology. It also analyzes the supply chain and value chain for different medical imaging product categories.
X-Ray Detectors for Medical, Industrial and Security Applications 2019 report...Yole Developpement
New technologies are finally arriving in the X-ray market and reshuffling the pack of players.
More information on https://www.i-micronews.com/products/x-ray-detectors-for-medical-industrial-and-security-applications-2019/
BioMEMS: Microsystems for Healthcare Applications 2016 Report by Yole Develop...Yole Developpement
With the barrier between consumer and healthcare blurring, an increasing number of healthcare applications are using MEMS components, resulting in impressive market growth!
MAJOR TRENDS WILL PROPEL THE BIOMEMS MARKET FOR THE NEXT FIVE YEARS
Faced with an aging “baby boomer” population, healthcare is more important than ever. In-vitro diagnostics, pharmaceutical research, patient monitoring, drug delivery, and implantable devices: all of these fields are growing and system integrators need new innovative technologies to rapidly improve performance, cost and size. Enter bioMEMS: micro components such as accelerometers, pressure sensors, flow sensors, and micropumps bring improved sensing and actuating functions for all of these healthcare fields. The applications are many and the market is quite segmented. Yole Développement’s BioMEMS report provides an overview of the diverse bioMEMS components and applications, along with who is using/ providing which component for which application. As a consequence of this “applications array”, the technical requirements are extremely diverse amongst similar component families.
BioMEMS have been used for years. Some are linked to solid, mature, slow-growing industries, while others are part of booming applications that are adding new fuel to the bioMEMS market – a market that will triple from $2.7B in 2015 to $7.6B in 2021! In Yole’s BioMEMS report, this dynamic growth is forecast in dollars and in units per component, taking into account the influence of all bioMEMS applications. For example, the report highlights the transition from reusable sensors to disposable ones in certain applications, thus driving huge growth in market volume.
Power SiC 2019: Materials, Devices, and Applications by Yole DéveloppementYole Developpement
This document provides an overview of the types of reports that will be available in 2019 from Yole Développement and its partner companies, System Plus Consulting and KnowMade. A total of over 125 reports will cover 18 technology fields across 6 end markets, including mobile/consumer, automotive, medical, industrial, telecom/infrastructure, and defense/aerospace. The reports will provide market analysis, technology trends, reverse costing analyses, and patent landscape investigations. Custom consulting services are also available to provide more in-depth insights into specific topics.
How the MEMS Industry Can Extract More Value From its Customers? by JC. Eloy ...Yole Developpement
The document discusses how the MEMS industry can extract more value from customers. It notes that while MEMS markets and volumes are growing, the value is shifting from individual sensor devices to integrated sensor functions and data processing. The document advocates that MEMS companies change their mindset from selling standalone sensors to developing integrated sensor functions through packaging, combining multiple sensors, and adding software for data processing and new applications. This will allow MEMS players to better capture value in the growing markets for wearables, mobile devices, and other electronic products.
Market & Technology Trends in Materials and Equipement for Printed and Flexib...Yole Developpement
Combined flexible & printed electronic applications could reach US$1B in 2020. Multiple applications are driving growth!
TECHNICAL CHALLENGES ARE CLOSE TO BEING OVERCOME TO REACH US$1B MARKET BY 2020
Today flexible & printed electronics create a lot of hope. And a supply chain is being created to support an industrial infrastructure. In our report, we have identified and tracked the five main functionalities of flexible & printed electronics: displaying, sensing, lighting, energy generating and substrates. The different degrees of freedom in flexibility that can be obtained can be divided into:
- Conformable substrate: the flexible substrate will be shaped in a definitive way after processing
- “Bendable” substrate: they can be rolled and bent many times (even if we consider it will not be a key feature coming from customer needs)
- “Unused” flexibility: in the end, the flexibility is not an added value to the customer
We believe some applications will be more likely than other to be successful – for example, bendable applications will undergo tough stress during use and technological challenges will be hard to overcome. Our report shows the distinction between the functions (displaying, lighting, energy conversion, sensing & substrates) and the seek flexibility “degree of freedom”. We do not make the distinction in our report between organic and inorganic substrates as semiconductors can also be used as flexible substrates.
However, we believe over the next several years, the number of applications using printing processes for flexible electronics will grow (Figure on page 2).
We estimate the printed & flexible electronics market will grow from ~ $176M in 2013 to ~$950M in 2020 with a 27% CAGR in market value. Printed OLED displays for large size (TVs) are likely to become the largest market. For OLED lighting, we believe it will grow but remain a niche market for automotive and/ or office lighting. For PV, the market demand by 2020 will remain very low compared to the demand for rigid PV, largely below 1% of the global market demand by 2020. Sensor, smart system & polytronic applications will include sensors, touchless / touch screens, RF ID applications.
A WIDE, EXCITING RANGE OF NEW APPLICATIONS
Printed & flexible electronics is a new exiting technology with large potential market expectations. Indeed, as semiconductors move to the very small with 22nm critical dimension, printed electronics moves to the other end of the spectrum with its own material, equipment, process challenges and supply chain. Printed electronics will not kill semiconductor electronics as it will not be a replacement for CMOS silicon.
More info at http://www.i-micronews.com/reports/Flexible-Based-Printed-Electronics-Technologies/6/367/
More information on that report at http://www.i-micronews.com/reports.html
7 MEMS VALUE PROPOSITION IN MOBILE DEVICES
And 3D imaging is supposed to be the next big thing…
• High SNR
• Noise cancellation
• Voice recognition/activation
• Waterproofing
• Haptic feedback
• Gesture recognition
• Add dimensions to the interface
• 3D changing interface (microfluidic)
• High resolution imaging
• Liveness detection
• All environment detection (dry, wet, dirt)
• Anti-spoofing
• Mobile payment
• Multiple bandwidth handling (Worldphone)
• Low power consumption
• Low loss
• Accurate timing
• Accurate indoor positioning
• Accurate motion tracking
• Healthier life (sport, walking orientation)
• Danger and damage preventing
• Weather forecast/probe
pressure
smart building, automotive
With fingerprint
With sensor fusion
Activity monitoring 2020
With gyroscopes
With 3D
camera Enhanced communication
Gaming + 3D Avatar
With microphone
Mobile payment
Virtual Personal Assistance
Always-on Virtual Personal Assistance
With gas sensor Gas detec
Two industries controlled by giant companies with ~$200B in revenue OIS, microphone and dead reckoning sensors could drive the demand
apple, facebook, Google, samsung, autonomous vehicle
Sensors for Cellphones and Tablets - 2016 Report by Yole DeveloppementYole Developpement
In a global cellphone and tablet industry worth over $400B, sensors commanded US$12.2B in 2015, with 9.5% CAGR forecasted for 2015-2021.
The sensor market is still growing impressively, but needs to reinvent itself to avoid commoditization
While many are fearing a general slowdown due to smartphone market saturation, our forecast is rather optimistic concerning sensors. Driven by the expansion of the smartphone category over other phones and new applications, the sensor industry for cellphones and tablets is expected to grow at a 9.5% compound annual growth rate (CAGR) from 2015-2021. The market was worth US$12B in 2015, and will reach US$21B by 2021. The sensor offering has never been so diverse. The list includes: Accelerometers, gyroscopes, gyroscope for optical image stabilization (OIS), magnetometers, e-compasses, inertial measurement units (IMUs), including nine degree-of-freedom (9DOF) IMUs, microphones, pressure sensors, humidity and temperature (H&T), gas, ambient light sensors (ALS), proximity, red/green/blue (RGB) color sensors, heart rate monitors (HRMs), laser rangers, 3D cameras, CMOS image sensors (CISs), fingerprint and iris recognition. Makers of all such sensors need to stay at the cutting edge of innovation. In this report, we’ve analyzed and forecasted evolution of those sensors integrated in current smartphones, distributed in three different categories: the motion sensing hub, the environmental hub and the optical hub.
Camera Module Industry 2017 Report by Yole Developpement Yole Developpement
New technologies and applications have restructured the Compact Camera Module industry
AT 12.2% CAGR FOR THE NEXT FIVE YEARS, THE COMPACT CAMERA MODULE INDUSTRY (CCM) IS A GROWTH POWERHOUSE WITH NUMEROUS LARGE COMPANIES THRIVING IN A DYNAMIC MARKET
In 2015, Yole Développement published its first report on the camera module industry and mentioned the immaturity of the ecosystem with numerous small players especially for module assembly. Now the dust has settled and giant camera module players have emerged such as LG Innotek, Semco, Foxconn Sharp, O-Film and Sunny Optical. This 2017 edition is giving you the insights into the trajectory of the industry and of more than 30 players serving mobile and other applications such as automotive and security.
Historically one could differentiate the faith of camera module market from the sub parts such as the image sensor, the lens and the autofocus or optical image stabilization system (Voice Coil Motors - VCM). It seems that differentiated growth has now ended and every sub segment is enjoying almost equal benefit from the rising market tide. This convergence is in part due to the end of quasi-monopoly from Sony in the image sensor sub-segment now joined by Samsung and Omnivision. The story is very similar for Largan Precision in the lens set sub-segment which is now facing renewed competition from Sunny Optical, Kantatsu and Genious Optical.
The last sub-domain of our interest in this report is VCMs. The growth of VCM companies has been undercut by dire structuration efforts. We had mentioned the inability of the VCM to serve the demand in the mobile market. Price pressures have changed the face of competition with competitors such as Mitsumi and Shicoh which were forced out and new players such as New Shicoh and Jawha to take center stage.
More information on that report at http://www.i-micronews.com/reports.html
Consumer Biometrics: Market and Technologies Trends 2018 Yole DéveloppementYole Developpement
Over the last five years the promising, highly dynamic consumer biometric sensor market has been totally reshaped.
More information here: https://www.i-micronews.com/report/product/consumer-biometrics-market-and-technologies-trends-2018.html
Wafer starts for More than Moore applications 2018 Report by Yole Developpement Yole Developpement
Driven by megatrend markets, More than Moore devices’ overall wafer demand is expected to grow at an almost 10% CAGR from 2017 to 2023.
More information on that report at https://www.i-micronews.com/report/product/wafer-starts-for-more-than-moore-applications.html
Market Microsystems and bioMEMS for healthcare applications: opportunities an...Yole Developpement
MEMS top players are not very involved in bioMEMS: they prefer high-volumes markets. Low production volumes in medical applications don’t allow to fill large MEMS fabs. The emergence of consumer healthcare will open high volumes opportunities for bioMEMS. The success of this new market depends on how the industry manages the challenges.
Healthcare is changing with social evolution and new technologies
bioMEMS are increasingly used: new components, new applications
Significant challenges along with great opportunities on niche markets
Shift towards consumer healthcare is going to change the game with much higher volumes…
But not yet! Too many barriers are still preventing consumer health care to explode
More information on that report at http://www.i-micronews.com/reports.html
Power GaN 2017: Epitaxy, Devices, Applications, and Technology Trends 2017 Re...Yole Developpement
The GaN power device supply chain is acting to support market growth.
THE SUPPLY CHAIN FOR POWER GAN PREPARES FOR PRODUCTION
The supply chain is close to being settle for the Power GaN market and deals during 2017 show confidence that GaN will be a successful market. First of all, there have been big investments from the main foundries to increase their capacity to handle mass production. Navitas just announced the partnership with TSMC and Amkor to ramp production capacity. Moreover, BMW i Ventures has just invested in GaN Systems. The Taiwan’s Ministry of Economic Affairs is also interested in using GaN for clean and green technologies, also in collaboration with GaN Systems.
GaN manufacturers continue developing new products and provide samples to customers, as is the case with EPC and its wireless charging line. During 2017, Panasonic announced the mass production of its 650 V products and Exagan successfully produced its first high voltage devices on 8-inch wafers. Other players are in the final phase of R&D or qualification for their GaN products to be launched in 2018. In both cases, manufacturers and clients are pushing to use GaN HEMTs in emerging technologies.
Yole Développement differentiates the Power GaN supply chain into two main models: the Integrated Device Manufacturer (IDM) model and the foundry model. We think that both IDM and foundry models will co-exist while there are different needs on the market, for example in consumer and industrial applications. In addition to the existing models, China is introducing a model with an R&D research center or design center, an external epitaxial supplier and a foundry for manufacturing, to support large-scale demand in the future.
This report furnishes an overview of the GaN power industry, covering the value chain from epitaxy and device design to device processing. It updates the supply chain and there is an overview of the year’s investments.
More information on that report at http://www.i-micronews.com/reports.html
Artificial Intelligence Computing for Automotive 2019 Report by Yole Développ...Yole Developpement
Artificial Intelligence for automotive: why you should care.
More information on that report at: https://www.i-micronews.com/produit/artificial-intelligence-computing-for-automotive-2019/
Ultrasound Sensing Technologies for Medical, Industrial and Consumer Applicat...Yole Developpement
New applications along with manufacturing capabilities and technological readiness are driving the takeoff of micro-machined ultrasonic transducers.
More information on that report at https://www.i-micronews.com/category-listing/product/ultrasound-sensing-technologies-for-medical-industrial-and-consumer-applications.html
Advanced Packaging Role after Moore’s Law: Transition from Technology Node Er...Yole Developpement
The growing and diversifying system requirements have continued to drive the development of a variety of new package styles and configurations:
Small-form-factor
Lightweight technology
Low-profile technology
High-pin-count technology
High-speed technology
High Reliability
Improved thermal management
Lower cost
Fan-in WLP maintains its appeal as the package that can provide 2 unmatchable advantages:
• Reduced form factor
• Low cost
Demand is reaching available capacity
Technology innovation in fan-in WLP continues:
• Die size increases
• Bump pitch reduces
Foundry involvement is no longer a dent in fan-in WLP production
Increased activity of Chinese capital on the market
New applications are emerging while other are declining
• Disruptions also expected in the MEMS and CIS domains
• Internet of Things
Mobile sector is driving fan-in WLP production and growing
IoT is on the horizon and is expected to have a significant impact on fan-in packages and the packaging industry as a whole
Silicon Photonics 2018 - Report by Yole Developpement Yole Developpement
Fueled by increasing internet traffic thanks to social networks, video and gaming content, increasing bandwidth will be required for inter- and intra-data center communications. As a short term answer to this possible bandwidth congestion, new photonics technology for transceivers is still pulled onto the market by Google, Apple, Facebook, Amazon and Microsoft (GAFAM) and now by Baidu, Alibaba and Tencent (BAT) in China.
More information on that report at http://www.i-micronews.com/reports.html
Market Opportunities for Thermal Management Components in Smartphones 2017 - ...Yole Developpement
The growing smartphone market, expected to reach almost $2.1 billion smartphones annually by 2022, represents a great opportunity for suppliers of different smartphone components and technology solutions.
Acoustic MEMS and Audio Solutions 2017 - Report by Yole DeveloppementYole Developpement
The audio business is about to experience profound changes
Audio is becoming a key function of multiple existing and new products that increasingly has to be analyzed as a complete landscape compared to independent devices. From mobile phones to cars, from home assistants to drones, audio products like microphones, speakers and audio integrated circuits (ICs) are essential for all the new systems driving consumer electronic markets. The total audio business was worth more than $15B in 2016. With a compound annual growth rate (CAGR) close to 6%, in 2022, the audio device market will be worth $20B and become a key feature in all the applications it is involved in. And there’s clearly room for more added value in the audio supply and value chain, as well as other significant changes.
In 2016, Yole estimates that the MEMS microphone market has almost reached the $1B milestone, with a value of $993M. Combined with the $700M electret condenser microphone (ECM) market, now the acquisition of sound is almost a $2B value market. The µspeaker market is estimated to be worth $8.7B, (meaning speakers less than two inches in diameter). In addition to these two visible elements of the audio chain, the audio IC market, which includes codecs, digital signal processors (DSPs) and amplifiers, is estimated to be worth $4.3B in 2016.
This new Yole report describes the evolution of the three audio functions, microphones, speakers and audio ICs, technical trends, as well as the evolution of the strategies of the main players to capture a larger part of this fast-growing field.
For more information about our report, please visit our website: https://www.i-micronews.com/reports.html
Artificial Organ Technology and Market Analysis 2017 Report by Yole Developpe...Yole Developpement
How will artificial organs revolutionize organ transplants and overcome shortages in the next 20 years?
FIVE OUT OF THE TEN LEADING CAUSES OF DEATH IN THE WORLD WILL BENEFIT FROM ARTIFICIAL ORGANS
Organ transplantation is often the only treatment for end-state organ failure, such as liver, kidney and heart failure. Tragically, most people on the waiting list die before they ever get an organ. Hence the dream of developing artificial organs made of electronic and mechanical parts has been around for decades. The first total artificial heart transplant was in the 1980s, yet since then few improvements have made these devices more efficient. Newcomers such as Carmat and Bivacor are aiming to change the paradigm from a single mechanical heart towards a smarter solution, with embedded sensors and intelligence.
The next wave of development came from the diabetes epidemic that affects every country, hitting more than 8% of the global population today. The artificial pancreas market will therefore experience a huge 49% compound annual growth rate (CAGR) over the next five years, to reach $1.3B in 2022. The next breakthrough to happen will come in 5-10 years, bringing artificial lungs and kidneys. The first commercially approved devices will be wearable systems such as the Wearable Artificial Kidney Foundation, Inc. (WAKFI) system.
More information on that report at http://www.i-micronews.com/reports.html
Status of the Camera Module Industry 2019 – Focus on Wafer Level Optics repor...Yole Developpement
This document provides an overview and analysis of the camera module industry in 2019 with a focus on wafer level optics. It includes the following key points:
- The report objectives are to provide market data, analysis of the industry ecosystem and value chain, and insights into technology trends in areas like wafer level optics.
- The methodology involves aggregating information from various sources to build a bottom-up forecast model for metrics like revenue, shipments and market share.
- The camera module industry ecosystem includes players that supply image sensors, lenses, autofocus and optical image stabilization components, and camera module assembly, with a total revenue of $27.1 billion in 2018.
Solid State Medical Imaging: X-ray and Endoscopy 2014 Report by Yole Developp...Yole Developpement
This document provides an overview of the technical and economic requirements for medical imaging applications such as X-ray and endoscopy. It discusses the major image sensor technologies used in medical imaging including CCD, CMOS, and amorphous silicon flat panels. The document includes market forecasts for the medical image sensor market broken down by product category and technology. It also analyzes the supply chain and value chain for different medical imaging product categories.
X-Ray Detectors for Medical, Industrial and Security Applications 2019 report...Yole Developpement
New technologies are finally arriving in the X-ray market and reshuffling the pack of players.
More information on https://www.i-micronews.com/products/x-ray-detectors-for-medical-industrial-and-security-applications-2019/
BioMEMS: Microsystems for Healthcare Applications 2016 Report by Yole Develop...Yole Developpement
With the barrier between consumer and healthcare blurring, an increasing number of healthcare applications are using MEMS components, resulting in impressive market growth!
MAJOR TRENDS WILL PROPEL THE BIOMEMS MARKET FOR THE NEXT FIVE YEARS
Faced with an aging “baby boomer” population, healthcare is more important than ever. In-vitro diagnostics, pharmaceutical research, patient monitoring, drug delivery, and implantable devices: all of these fields are growing and system integrators need new innovative technologies to rapidly improve performance, cost and size. Enter bioMEMS: micro components such as accelerometers, pressure sensors, flow sensors, and micropumps bring improved sensing and actuating functions for all of these healthcare fields. The applications are many and the market is quite segmented. Yole Développement’s BioMEMS report provides an overview of the diverse bioMEMS components and applications, along with who is using/ providing which component for which application. As a consequence of this “applications array”, the technical requirements are extremely diverse amongst similar component families.
BioMEMS have been used for years. Some are linked to solid, mature, slow-growing industries, while others are part of booming applications that are adding new fuel to the bioMEMS market – a market that will triple from $2.7B in 2015 to $7.6B in 2021! In Yole’s BioMEMS report, this dynamic growth is forecast in dollars and in units per component, taking into account the influence of all bioMEMS applications. For example, the report highlights the transition from reusable sensors to disposable ones in certain applications, thus driving huge growth in market volume.
Power SiC 2019: Materials, Devices, and Applications by Yole DéveloppementYole Developpement
This document provides an overview of the types of reports that will be available in 2019 from Yole Développement and its partner companies, System Plus Consulting and KnowMade. A total of over 125 reports will cover 18 technology fields across 6 end markets, including mobile/consumer, automotive, medical, industrial, telecom/infrastructure, and defense/aerospace. The reports will provide market analysis, technology trends, reverse costing analyses, and patent landscape investigations. Custom consulting services are also available to provide more in-depth insights into specific topics.
How the MEMS Industry Can Extract More Value From its Customers? by JC. Eloy ...Yole Developpement
The document discusses how the MEMS industry can extract more value from customers. It notes that while MEMS markets and volumes are growing, the value is shifting from individual sensor devices to integrated sensor functions and data processing. The document advocates that MEMS companies change their mindset from selling standalone sensors to developing integrated sensor functions through packaging, combining multiple sensors, and adding software for data processing and new applications. This will allow MEMS players to better capture value in the growing markets for wearables, mobile devices, and other electronic products.
Market & Technology Trends in Materials and Equipement for Printed and Flexib...Yole Developpement
Combined flexible & printed electronic applications could reach US$1B in 2020. Multiple applications are driving growth!
TECHNICAL CHALLENGES ARE CLOSE TO BEING OVERCOME TO REACH US$1B MARKET BY 2020
Today flexible & printed electronics create a lot of hope. And a supply chain is being created to support an industrial infrastructure. In our report, we have identified and tracked the five main functionalities of flexible & printed electronics: displaying, sensing, lighting, energy generating and substrates. The different degrees of freedom in flexibility that can be obtained can be divided into:
- Conformable substrate: the flexible substrate will be shaped in a definitive way after processing
- “Bendable” substrate: they can be rolled and bent many times (even if we consider it will not be a key feature coming from customer needs)
- “Unused” flexibility: in the end, the flexibility is not an added value to the customer
We believe some applications will be more likely than other to be successful – for example, bendable applications will undergo tough stress during use and technological challenges will be hard to overcome. Our report shows the distinction between the functions (displaying, lighting, energy conversion, sensing & substrates) and the seek flexibility “degree of freedom”. We do not make the distinction in our report between organic and inorganic substrates as semiconductors can also be used as flexible substrates.
However, we believe over the next several years, the number of applications using printing processes for flexible electronics will grow (Figure on page 2).
We estimate the printed & flexible electronics market will grow from ~ $176M in 2013 to ~$950M in 2020 with a 27% CAGR in market value. Printed OLED displays for large size (TVs) are likely to become the largest market. For OLED lighting, we believe it will grow but remain a niche market for automotive and/ or office lighting. For PV, the market demand by 2020 will remain very low compared to the demand for rigid PV, largely below 1% of the global market demand by 2020. Sensor, smart system & polytronic applications will include sensors, touchless / touch screens, RF ID applications.
A WIDE, EXCITING RANGE OF NEW APPLICATIONS
Printed & flexible electronics is a new exiting technology with large potential market expectations. Indeed, as semiconductors move to the very small with 22nm critical dimension, printed electronics moves to the other end of the spectrum with its own material, equipment, process challenges and supply chain. Printed electronics will not kill semiconductor electronics as it will not be a replacement for CMOS silicon.
More info at http://www.i-micronews.com/reports/Flexible-Based-Printed-Electronics-Technologies/6/367/
Pluggable transceivers in high volume production. Co-packaged optics in line of sight.
More information on: https://www.i-micronews.com/products/silicon-photonics-2020/
This document provides a summary of an emerging MEMS patent investigation report by Knowmade and Yole Développement. The report analyzes over 1,300 patent families related to 7 types of emerging MEMS technologies: AOC MEMS, Autofocus, Chemical Sensors, Micro-Speakers, Scanning Micro-Mirrors, Si Microfluidics, and Ultrasonic MEMS. For each technology, the report provides an overview of the market and key patents, including rankings of major patent applicants and analysis of their patent portfolios and networks. It also includes timelines of patent publications and key findings on the leading IP holders for each emerging MEMS technology.
MEMS Microphone: Market, Applications and Business Trends 2014 2014 Report by...Yole Developpement
New opportunities and emerging applications continue to boost the MEMS microphone market with strong new players
MEMS MICROPHONE MARKET GROWTH WILL CONTINUE TO SOAR OVER THE NEXT SEVERAL YEARS
MEMS microphone market has been growing since its first appearance. The huge worldwide adoption of smartphones, each using more than one MEMS microphone, creates the wide integration and rocketing growth of the MEMS microphone market. Some smartphones are now using three microphones: one for voice capture, one or two for noise cancellation and one for voice recognition improvement.
The Internet of Things (IoT) and wearable electronics applications are emerging markets for MEMS microphones: new opportunities will create new momentum in this fast growing business. Smart watch, smart glasses, smart home & building, and vehicle voice control will be promising applications in the next few years.
Yole Développement believes that the MEMS microphone will remain one of the fastest growing MEMS components due to existing and new opportunities. The market will grow from $785M in 2013 to $1.65B by 2019. Shipments are expected to grow from 2.4B in 2013 to 6.6B units in 2019 which points to a market filled with opportunities for existing and new players.
In this report, Yole Développement has completely re-examined and updated the MEMS microphone market data to provide you with a clear 2013 to 2019 market forecast.
Medical and automotive MEMS microphone markets will grow, but the current markets are still small. The Internet of Things will definitely result in new opportunities for the automotive market. MEMS microphones facilitate man-machine communication and enable voice detection and control to make devices more effective. Increased device effectiveness will lead to greater opportunity.
In this report, we will provide a complete overview of traditional applications – mobile phone, notebook, camera and tablet, other consumer electronics, medical applications, and automotive applications – as well as identify emerging applications.
KNOWLES IS STILL ALIVE AND KICKING, BUT COMPETITION IS INCREASING!
The MEMS microphone market is huge and has many opportunities. Big players compete with different approaches and new comers keep entering the market.
The market is changing: Knowles’ domination is weakening; it has about 61% of the market now down from the 83% it had in 2010. However, total market expansion has increased Knowles’ MEMS microphone revenue from $173.5M in 2010 to $477M in 2013.
Even though Knowles is still the market leader, other players are competing to take its market share. However compared to 2012, Knowles managed to regain some market share in 2013: iPhone 5S and 5C are using two microphones from Knowles and one from AAC Technologies (AAC). Other players still have a long way to go if they want to take market share from Knowles...
Beyond communication, silicon photonics is penetrating consumer and automotive – heading to $1.1B in 2026.
More information: https://www.i-micronews.com/products/silicon-photonics-2021/
Silicon Photonics for Data Centers and Other Applications 2016 - Report by Yo...Yole Developpement
Exponential data growth in data centers will propel silicon photonics to take off into other applications, like lidar.
Big data is getting bigger by the second. Transporting this level of data around with existing technologies will soon reach power consumption, density and weight limits. Photons will continue to replace electrons throughout networks, including in the data center, in the rack and very soon on the board.
Silicon photonics is an exciting technology mixing optics, CMOS technology and advanced packaging. It combines silicon technology’s low cost, higher integration and interconnect density and higher number of embedded functionalities with lower power consumption and better reliability compared to legacy optics.
Massive R&D investments have been made in silicon photonics, but today there are still few products on the market. However, this technology has been strongly pushed by large Webcom companies such as Microsoft, Amazon and Facebook, with investments that will overtake the traditional service providers’ investments in a few years. These Webcom players are targeting $1/Gb prices and are principals for the development of cost-effective photonics technology for future generations of data centers.
Light Shaping Technologies for Consumer and Automotive Applications 2019Yole Developpement
This report analyzes the market for light shaping technologies used in consumer electronics and automotive applications. It provides market forecasts for optical systems and components from 2018 to 2024 for smartphones, augmented/virtual reality devices, and automotive. It also examines the supply chains and major technology trends in these industries, such as the increasing use of microtechnologies like diffractive optical elements, MEMS scanners, and liquid crystal technologies. The report traces the evolution of these technologies from their origins in technologies that enabled the compact disc in the 1980s to their current applications in smartphones, AR/VR, 3D sensing, LiDAR, and automotive lighting and sensors.
Silicon Photonics and Photonic Integrated Circuits 2019 by Yole DéveloppementYole Developpement
Silicon photonics and photonic integrated circuits (PICs) are manufactured using various materials like Si, InP, SiN, polymer, glass, LiNbO3, and silica. Si photonics leverages semiconductor manufacturing to integrate multiple photonic functions on a single chip, similar to electronic integrated circuits. PICs are used for optical modulation, emission, filtering, coupling and detection. The report analyzes the different PIC platforms and their applications, provides market forecasts, and examines the industrial landscape and supply chains for Si photonics and other PIC technologies. It also discusses factors that will influence whether photonics or electronics dominate future applications.
In the ultrasound module market, CMUT and PMUT are growing two times faster in medical and consumer applications.
More information: https://www.i-micronews.com/products/ultrasound-sensing-technologies-2020/
Beyond all of the hype and tumult, market drivers and technological developments are converging to ensure a bright future for Si photonics.
THOUGH THE SI PHOTONICS MARKET HAS JUST KICKED OFF, VOLUME PRODUCTION IS ALREADY CLOSE
Big data is getting bigger by the second, and transporting it with existing technologies will push the limits of power consumption, density and weight. Yole Développement analysts are convinced that photons will replace electrons, and that Si photonics will be the mid-term platform to assist this transition.
Si photonics offers the advantages of silicon technology: low cost, higher integration, more embedded functionalities and higher interconnect density. It also provides two other key advantages:
1. Low power consumption: particularly when compared to copper-based solutions, which are expensive and require high electrical consumption.
2. Reliability: especially important for data centers, where a typical rack server’s lifespan is two years before replacement.
Back in 2006, VOA were the market’s first Si photonics products. Today, there are still a few Si photonics products on the market (i.e. VOA, AOC and transceivers from Luxtera, Kotura/Mellanox and Cisco/Lightwire) but big companies (i.e. Intel, HP and IBM) are close to realizing silicon photonics products. Yole Développement also sees big OEMs such as Facebook, Google and Amazon developing their own optical data center technology in partnership with chip firms (such as Facebook with Intel).
In this report Yole Développement shows that, in the short-term, silicon photonics will be the platform solution for future high-power, high-bandwidth data centers. Silicon photonics chips will be deployed in high-speed signal transmission systems, which greatly exceed copper cabling’s capabilities, i.e. for data centers and high-performance computing (HPC). As silicon photonics evolves and chips become more sophisticated, we expect the technology to be used more often in processing tasks such as interconnecting multiple cores within processor chips to boost access to shared cache and busses.
Analysts also analyzed silicon photonics’ chances of being used for telecom, consumer, medical and biosensors applications, compared with competing technologies.
More information on that report at http://www.i-micronews.com/reports/Silicon-Photonics-2014-report/1/445/
VCSELs – Market and Technology Trends 2019 by Yole DéveloppementYole Developpement
New functionalities in smartphone and automotive are boosting the VCSEL market.
More information on https://www.i-micronews.com/products/vcsels-market-and-technology-trends-2019/
3D Imaging & Sensing 2018 Reports by Yole DeveloppementYole Developpement
The iPhone X initiated a trend. What happens next?
More information here: https://www.i-micronews.com/category-listing/product/p3d-imaging-sensing-2018.html
GaN and SiC for power electronics applications 2015 Report by Yole DeveloppementYole Developpement
The SiC market is expected to treble and GaN is expected to explode - if challenges are overcome
In 2014, the SiC chip business was worth more than $133M. As in previous years, power factor correction (PFC) and photovoltaics (PV) are still the leading applications.
SiC diodes represent more than 80% of the market. In 2020, diodes will remain the main contributor across various applications, including electric and hybrid electric vehicles (EV/HEV), PV, PFC, wind, Uninterruptible Power Supplies (UPS) and motor drives.
SiC transistors will grow in parallel with diodes, driven by PV inverters. Challenges must be overcome prior to the adoption of pure SiC solutions for EV power train inverters, which is nevertheless expected by 2020.
Including the growth in both diodes and transistors we expect the total SiC market to more than treble by 2020, reaching $436M...
Proliferation of cameras for imaging and sensing is driving CMOS image sensor (CIS) growth.
More information on that report at : https://www.i-micronews.com/report/product/status-of-the-cis-industry-2018.html
This document provides an introduction to machine-to-machine (M2M) communications and the Internet of Things (IoT) market. It discusses the growth of the M2M market, expected to reach over 220 billion euros in the coming years, and the variety of applications that will facilitate daily life such as smart metering, eHealth, and fleet management. The document also outlines the course, which will cover the key technologies behind M2M like wireless and wireline connectivity, IP networks, security, and device management. Finally, it discusses standards and industry alliances that are important to achieving interoperability in the evolving M2M and IoT ecosystem.
Status of the CMOS Image Sensor Industry 2016: New Dynamics in Market and Tec...Yole Developpement
New functions are pushing change in CMOS image sensors, boosting the market toward $18.8B in 2021 at 10.4% CAGR
Beyond $10B: The CMOS image sensor industry keeps growing at high pace
Driven by renewed mobile and automotive applications, the CMOS image sensor (CIS) industry is expected to expand at a compound annual growth rate (CAGR) of 10.4% from 2015 to 2021, reaching US$18.8B market value by 2021.
Yole Développement expects sustained growth of the CMOS image sensor industry for the next five years. Increasing camera content in smartphones will more than offset slower smartphone volume growth. The trend for dual and 3D cameras will have a major impact on CIS volumes. While it is too early to fully describe the strategy of the main actors yet, some products are already on the market. The 2016 report comprehensively covers key market and technology choices.
One big story this year is the consumer market, which is recovering from the total collapse of digital photography. While action cameras seem to have reached a ceiling, new applications such as drones, robots, virtual reality and augmented reality are ready to rejuvenate this emblematic market. The Automotive camera market has established itself as a key growth market for CIS. The Advanced Driver Assistance (ADAS) trend is further increasing pressure on vendors to provide sensors beyond their current technical capabilities. Image analysis is the new frontier and early usage of artificial intelligence is catching people’s imagination. We are therefore in the middle of an explosive growth pattern that will not slow down before 2021. An exceptionally high 23% CAGR is predicted in automotive for the 2015-2021 period.
Photolithography Equipment and Materials for Advanced Packaging, MEMS and LED...Yole Developpement
Growing photolithography equipment markets in Advanced Packaging, MEMS and LEDs are attracting new players – but they have to navigate complex roadmaps.
Clear leaders and outsiders: At first glance, the projection systems industry serving the “More Moore” and the “More than Moore” markets are similar…
The semiconductor industry is very often identified by its “More Moore” players, driven by technology downscaling and cost reduction. There’s one clear leader supplying photolithography tools to the “More Moore” industry: ASML, based in The Netherlands. It’s followed by two Japanese outsiders, Nikon and Canon. Providing this market with photolithography equipment is highly complex and there are gigantic barriers to market entry. Enormous R&D investments are required as the key features to print shrink ever further. Also, the tolerances specified are very aggressive and thus equipment complexity keeps on increasing...
Presentation of Yole Developpement Marketing and Strategy Consulting Company ...Yole Developpement
FROM TECHNOLOGIES TO MARKETS
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, 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, 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.
Jean-Christophe Eloy, CEO & President's Words:
“From our experience assessing emerging technologies for over a decade, we have developed a unique understanding of technologies that enables us to accurately evaluate markets, applications, solutions and strategies. We aim to build deep relationships, discussing and sharing information across our vast global network.
A rapid convergence of key technologies is driving unprecedented change. In this dynamic environment our goal is to understand our customers’ strengths and guide their success. The focus of our business is to help our customers grow.”
More information at www.yole.fr
Imaging Technologies for Automotive 2016 Report by Yole Developpement Yole Developpement
Imaging technology, which is currently mainly cameras, is exploding into the automotive space, and is set to grow at 20% CAGR to reach $7.3B in 2021
INFOTAINMENT AND ADVANCED DRIVER ASSISTANCE SYSTEMS (ADAS) PROPEL AUTOMOTIVE IMAGING
Since 2008, when a recession acted as a wakeup call to the whole industry, the automotive market has undergone obvious structural change. Capitalizing on technologies initially developed for smartphones, electronics have invaded, and imaging technology is now taking center stage. From less than one camera per car on average in 2015, there will be more than three cameras per car by 2021, which means 371 million automotive imaging devices.
Cameras were initially mounted for ADAS purposes on high-end vehicles, with deep learning image analysis techniques promoting early adoption. The Israeli company Mobileye has been instrumental in bringing this technology to market, along with On Semiconductor, which provided the CMOS image sensor. Copycat competition will probably pick up as the market now justifies initial investment in design and technology. It is now a well-established fact that vision-based autonomous emergency braking (AEB) is possible and saves life. Adoption of forward ADAS cameras will therefore accelerate.
Growth of imaging for automotive is also being fueled by the park assist application, and 360° surround view camera volume is skyrocketing. While it’s becoming mandatory in the US to have a rearview camera, that uptake is dwarfed by 360° surround view cameras, which enable a “bird’s eye view” perspective. This trend is most beneficial to companies like Omnivision at sensor level and Panasonic and Valeo, which have become the main manufacturers of automotive cameras.
Mirror replacement cameras are currently the big unknown and take-off will primarily depend on its appeal and car design regulation. Europe and Japan are at the forefront of this trend, which should become slightly significant by 2021.
Solid state lidar is well talked about and will start to be found in high end cars by 2021. Cost reduction will be a key driver as the push for semi-autonomous driving will be felt more strongly by car manufacturers. The report will analyse the impact of lidar for automotive vision in detail.
Night vision cameras using Long Wave Infrared (LWIR) technology were initially perceived as a status symbol. However, they’re increasingly appreciated for their ability to automatically detect pedestrians and wildlife. LWIR will therefore become integrated into ADAS systems in future.
3D cameras will be limited to in-cabin infotainment and driver monitoring. This technology will be key for luxury cars and therefore is of limited use today.
If any significant semi-autonomous trend picks up, the technology will probably become mandatory, due to safety issues.
More information on that report at http://www.i-micronews.com/reports.html
Consumers are focusing their technology purchases on multi-function devices like smartphones, tablets, PCs, and HDTVs. Purchase intentions for these devices are much stronger than for single-function devices. Ownership of multi-function devices has greatly increased from 2009 to 2012, while ownership of single-function devices has remained flat or declined as their functionality is absorbed by multi-function devices. This shift reflects consumers' preference for devices that can perform multiple activities.
The next big thing in smartphones and tablets will be flexible display technology, which will allow for bendable, foldable and rollable digital devices. Korean companies Samsung Electronics and LG Electronics are well positioned to benefit from this given their leadership in OLED technology and vertically integrated supply chains. The first prototype products using plastic substrates could be available within a few months, with curved screen phones potentially launching in 3Q13. Flexible display could help drive further innovation in the industry and strengthen Samsung and LG's positions, while also providing opportunities for suppliers further down the supply chain like Cheil Industries, SFA and Duksan Himetal.
This document summarizes key insights from a study on use cases for DLNA (Digital Living Network Alliance) certified technology. It identifies the most appealing use cases as those that provide new or enhanced functionality, such as taking music and podcasts wirelessly to the car, watching DVR recordings anywhere in the home, and remotely accessing the home network. The least appealing use cases offer only minor improvements over existing solutions. The study also validates that consumers find use cases most resonant when they promote flexibility, frequency of use, and extend the capabilities of the home network.
The document discusses 10 trends that will shape smart devices over the next 5 years:
1) Displays will become more power efficient and flexible like AMOLED.
2) Processors will continue to be dominated by ARM and converge across devices.
3) Sensors will improve and drive the shipment of 6 billion sensor units by 2015.
4) Batteries still lag advances and new technologies like lithium-sulfur may help.
5) Materials like graphene could enable lighter and more flexible form factors.
6) Operating systems will converge across devices with consistent experiences.
7) Applications will move to the cloud with web centricity and browser technology.
8) User interfaces will disrupt with new
The document discusses the 2013 Embedded Market Study conducted by UBM Tech Electronics. Some key findings:
- The study surveyed over 2,000 embedded engineers worldwide about their projects, tools, and development environments.
- At the DESIGN West conference in April 2013, there will be educational sessions on bringing ideas to life, product teardowns, and hands-on training with development boards.
- The study aims to understand the types of technologies used, development processes, operating systems, chips and brands used, and reasons for choices in embedded projects. Questions have been tracked over multiple years.
Small cells that combine cellular and Wi-Fi capabilities will disrupt the cellular network infrastructure market over the next two years. These compact base stations will form a new tier of the wireless network to provide more capacity in urban areas and extend coverage in rural regions. Next-generation base stations must support a mix of 3G, 4G LTE, and Wi-Fi networks, and seamlessly hand off traffic between the different technologies and traditional base stations. Major players are developing small cell solutions through both internal R&D and acquisitions to position themselves in this emerging market.
130304 jpm samsung supply chains-finding winning sub-sectors and companiesMTKDMI
1) The document analyzes Samsung's supply chains for smartphones and tablets, identifying major component suppliers across five sub-sectors: electronic materials, PCBs, electronic components, touch panels, and SPE.
2) It finds that touch panel, PCB and electronic component suppliers have outperformed other sub-sectors in terms of revenue growth and margin expansion in recent years.
3) The document identifies several companies that could benefit from anticipated component value increases in Samsung's upcoming Galaxy S4 and Note3 smartphones, such as touch panel makers, casing suppliers, and battery suppliers.
This document discusses the handset industry and recommends stocks. It maintains an overweight rating for Korean handset makers and recommends Samsung Electro-Mechanics as the top pick due to expected growth in smartphone demand in emerging markets driving up demand for high-end components. It also recommends LG Electronics as the second top pick given improving competitiveness of its flagship smartphones and expected market share recovery and profitability improvement. Chinese handset makers are aiming to expand their local market share, which will lower industry prices and margins but boost demand for high-performance components. Competition and subsidy wars are expected to reduce profitability of mid-to-low end smartphones in the second half of 2013.
Semiconductor 130327 the 2013 mc_clean_ic_insightsMTKDMI
1) Intel remained the top semiconductor supplier in 2012, widening its lead over Samsung. Qualcomm saw the largest growth of 34% among the top suppliers to move up to fourth.
2) Pure-play foundries and fabless suppliers performed strongly, with GlobalFoundries and TSMC growing over 30% and Qualcomm growing 34%.
3) Seventeen of the top 25 suppliers saw declining sales in 2012, including eight of the top ten, as the overall semiconductor market declined 3%. Pure-play foundries and fabless companies were exceptions to this trend.
The document discusses Wi-Fi Certified Miracast, a new certification program that allows seamless sharing of screens including graphical, video, and audio content between Wi-Fi devices. Miracast enables users to stream content or mirror displays from one device to another directly over Wi-Fi, without needing an existing network. It builds on Wi-Fi technology to provide interoperability between certified devices from different vendors. The goal is to give users freedom to display content on any Wi-Fi device of their choice in an easy to use manner.
Sarah Jones Neil Mawston
Location: Boston, USA Devices Analysis
London, UK
Email: Kdonnellan@ NMawston@strategyanalytics.com
strategyanalytic @Neilmaw
s.com
Neil Shah
Twitter: @SA_Update Wireless Smartphones
Boston, USA
NShah@strategyanalytics.com
@Neiltwitz
Website: www.strategyanal Sarah Jones
ytics.com Research Assistant
Boston, USA
SJones@strategyanalytics.com
22
- Smartphone demand growth in 2013 will be driven by emerging markets like China, where demand is expected to increase by 56% year-over-year.
- Top Chinese smartphone makers ZTE, Huawei, and Lenovo aim to expand their combined market share in China to 22.2% in 2013 through new smartphone releases.
- Competition in the handset industry will intensify in the second half of 2013, lowering industry ASPs and margins as Chinese makers expand globally. However, Samsung Electronics is expected to outperform peers due to its supply chain and cost competitiveness.
- The report recommends Samsung Electro-Mechanics as its top pick, expecting continued growth in Samsung's smartphone shipments to drive up
The document discusses forward-looking statements and associated risks regarding STMicroelectronics' financial projections and business strategies. It notes uncertainties around ST-Ericsson's performance, demand from key customers and markets, competitive environments, currency exchange rates, litigation outcomes, and various macroeconomic and geopolitical risks. Investors are warned that actual results may differ from projections due to these and other risk factors.