Status of the MEMS Industry 2012

Introduction

Fueled by consumer applications, MEMS market keeps growing and MEMS company acquisition values are climbing!

Based on 20 years' experience in MEMS market analysis, Yole analysts present the 2012 edition of “Status of the MEMS Industry” (“MIS”), including MEMS device markets, key players strategies, key industry changes and trends and MEMS financial analysis. It also includes major MEMS manufacturing evolutions as well as an update on the “emerging” MEMS device markets.

2011-2017 Yole MEMS Markets Forecast in Value
(in $M)

Figure 1: 2011-2017 MEMS markets in US$M value.
Depending on the type of device, CAGRs range from 1% to more than 90%!

Yole développement - March 2012

A COMPLETE DESCRIPTION OF THE DIFFERENT MEMS MARKETS

MEMS will continue to see steady, sustainable double digit growth for the next six years, with 20% compound average annual growth in units and 13% growth in revenues, to become a $21 billion market by 2017 (Figure 1). We expect continued strong growth in motion sensing and microfluidics as those sectors will increasingly come to dominate the MEMS market totals, making up almost half of the overall market in 2017, with accelerometers, gyros, magnetometers and combos accounting for about 25% of the total, and microfluidics for 23%. To better track important developments in inertial, we have broken out a separate category for combo sensors in our market data and forecasts this year. We believe that the market for discrete inertial sensors will begin to decline, but the growth for inertial combo solutions will be huge. Though currently less than $100 million niche, we expect combos to be a $1.7 billion opportunity by 2017.

Almost all MEMS players had a growth in sales in 2011 compared to 2010. Companies involved in inertial sensors and microphones are growing the most.

STRATEGIC MEMS BUSINESS MODELS ANALYSIS

In MIS 2012, we analyze the different MEMS players' business model. A focus is made on STM Bosch case studies. STM is currently becoming a leader in the MEMS market, hardly challenged by Robert Bosch. STM has been able to diversify its MEMS offer with a wide range of MEMS devices and 90% of its IDM business done with 2 devices only (accelerometers, gyroscopes). It has anticipated the growth with early investment in high-volume manufacturing infrastructure with an 8'' production line. Today, STM has entered into diverse partnerships to speed time to market and enlarge product offering. On the other hand, Bosch benefits from the fab infrastructure primarily dedicated to automotive applications to decrease cost.

NEW MEMS DEVICES ARE COMING WITH CAGR > 90% FOR SOME OF THEM!

Every year brings new business in the MEMS landscape. Today, combo sensors are reshuffling the cards in the competitive landscape. But the MEMS market is still very fragmented, with a number of high volume MEMS applications still limited today. However, a whole range of new MEMS devices now reaches the market and new “emerging MEMS” devices are coming as well (Figure 2). Some of them have the possibility to ramp up to large volumes quickly: especially those that can be applied to mobile devices (RF MEMS switches, oscillators, auto-focus...).

• New sensors (humidity, touchscreen,...) and actuators (switches, energy harvesting...) are driving future growth
• In addition to those emerging MEMS, growth of the MEMS market will also come from existing sensors that are expanding into new market spaces, sometimes using new types of integration (e.g. pressure sensors).

2011-2017 MEMS Market($M)

Yole développement © June 2012

MEMS ACQUISITIONS HAVE SKYROCKETED IN 2011

In 2011, both the number and values of MEMS transactions have boomed. A total of $1.7B MEMS acquisition value has been realized in 2011 (Figure 3). Early stage MEMS companies are acquired at high prices (e.g. SensorDynamics, Pixtronics...) because there are a limited number of candidates which are private and have a solid technology, which make them increasingly attractive given the expansion of the MEMS market and the willingness of many large companies to enter this area.

Value of MEMS financial events in 2010 & 2011

Figure 3: the number of MEMS acquisions have
skyrocketed in 2011 with >300% increase

Yole développement © June 2012

OBJECTIVES OF THE REPORT

• An analysis of the evolution of the business models, of the industry structural changes
• MEMS cost structures
• A description of the factors affecting the MEMS business
• Provide 2011-2017 market forecasts for MEMS devices in $M, units, wafer start for more than 12 MEMS devices used in 150+ applications
• A ranking of the major MEMS players & foundries
• What are the major key technological manufacturing evolution
• STM Case studies
• MEMS Financial update

WHO SHOULD BUY THIS REPORT ?

• The executives of MEMS companies to look at the complete MEMS business and the major evolution that could impact the industry in the long term
• The technology team of MEMS companies, looking to learn from the development of the other parts of the MEMS industry
• The end users, trying to understand the evolution of the MEMS industry and find data on each application and who is doing what
• The marketing and technology team of equipment and materials manufacturers, looking to have a complete picture of MEMS world and the key metrics of the industry

AAC, Agiltron, Aichi Mi, AKM, ALPS, Altis, Amkor, Analog Devices, Apple, ASE, Asia Pacific Microsystems, ASMC, Audiopixels, Avago Technologies, BAE, Bluechiip, Boehringer Ingelheim Microparts, BSE, Btendo, Canon, Cavendish Kinetics, CEA LETI, Colibrys, Debiotech, Delfmems, Denso, Discera, DNP, DRS, Endvco, Epcos, Excelitas, Faun Infrared, Flir Systems, Formfactor, Foxconn, Freescale Semiconductor, Fujitsu, GE Sensing, Gettop, Gladiator Technologies, Global Foundries, Goertek, Goodrich-Ais, Hewlett Packard, Hitachi, Honeywell, Hosiden, IDT, IMEC, IMT, Infineon Technologies, Innoluce, Invensense, Irisys, Kionix, Kistler, Knowles Electronics, Kulite, Kyocera, L3 COM, Lemoptix, Lensvector, Lexmark, Lionix, Lumasense, Luxtera, Magnity, Maradin, Maxim, Mayo Clinic, Measurement Specialties, Meggitt, Melexis, memjet, Memscap, Memsic, Matsushita Electric Works, Mezmeriz, Micralyne, Micrel, Microfab Bremen, Microgen, Microsoft, Microvision, Midwest Microdevices, Mikrosens, Motorola, Murata, NEC Avio, Nintendo, Nippon Signal, Nokia, NXP, Olympus, Omron, On Semi, Opus Microsystems, Panasonic, Paratek, PNI, Polight, Peregrine, Pyreos, QMT, Qualtre, Raytheon, Robert Bosch, Samsung, Sand9, SCD, Seiko Epson, Semefab, Sencio, Senodia, Sensata, Sensimed, Sensitec, Sensor Dynamics, Sensonor, Sitime, Silex Microsystems, Silicon Labs, Silicon Sensing Systems, Smic, Sony, Sony Mobile, Sound Chip, STMicroelectronics, SVTC, Systron Donner Inertial, Taiyo Yuden, Teledyne Dalsa, Tessera, Texas Instruments, THEIL, Tong Hsing, Touch Microsystems, Tower Jazz, Triquint, Tronics Microsystems, TSMC, TUMEMS, ULIS, UMC, Unipixel, Veratag, Veredus, VTI Technologies, Wispry, Wolfson, X FAB, Yamaha.

Dr. Eric Mounier has a PhD in microelectronics from the INP in Grenoble. Since 1998 he is a co-founder of Yole Développement, a market research company based in France. He is in charge of market analysis for MEMS, equipment & material. He is Chief Editor of Micronews, and MEMS'Trends magazines (Magazine on MEMS Technologies & Markets).

Laurent Robin is in charge of the MEMS & Sensors market research at Yole Développement with a focus on inertial sensors & RF MEMS related technologies. He holds a Physics Engineering degree from the National Institute of Applied Sciences in Toulouse, plus a Master Degree in Technology & Innovation Management from EM Lyon Business School, France.

Beginning in 1998 with Yole Développement, we have grown to become a group of companies providing market research, technology analysis, strategy consulting, media in addition to finance services. With a solid focus on emerging applications using silicon and/or micro manufacturing Yole Développement group has expanded to include more than 50 associates worldwide covering MEMS, Microfluidics & Medical, Advanced Packaging, Compound Semiconductors, Power Electronics, LED, and Photovoltaic. The group supports companies, investors and R&D organizations worldwide to help them understand markets and follow technology trends to develop their business.

Table of Contents

• Introduction
• Methodology & Definitions
• Executive Summary
• MEMS Markets Update 2011-2017
  • List of applications
  • 2011-2017 MEMS markets in $M
  • 2011-2017 MEMS markets in Munits
  • 2011-2017 MEMS wafers
  • Regional manufacturing breakdown
• MEMS Players ranking
  • TOP 30
  • TOP 70
  • MEMS player typology
  • MEMS foundry ranking
• TOP 30 by device type
• Competitive analysis of STMicroelectronics/ Bosch
• Analysis by device: key success factors, supply chain, cost structure: today & tomorrow
  • IJHeads
  • Pressure sensors
  • Microphones
  • Accelerometers
  • Gyroscopes
  • IMUs and other motion sensor combos
  • MEMS micro mirrors
  • Micro bolometers
  • RF MEMS
  • MEMS oscillators
  • Microfluidics
• Emerging MEMS update
  • Micro displays
  • Auto Focus
  • Micro speakers
  • MEMS energy harvesting
  • MEMS joystick and switches / relay
  • Touch screen
  • MEMS-based RFID
  • Humidity sensors
  • Thermopiles
  • Chemical sensors
  • Fuel cells
• 2010-2012 A & M analysis
  • MEMS-related fund raising
  • MEMS-related IPOs
  • MEMS-related fund acquisitions
• Trends in MEMS manufacturing
  • IJHeads
  • Pressure & microphones
  • Inertial
  • Optical MEMS
  • Infrared MEMS
  • RF MEMS
  • Generic MEMS process flows
  • CMOS-MEMS
• Conclusions
• Appendix

Status of the MEMS Industry 2012 published by Yole Developpement in July 31, 2012. This report price starts from US $ 5390.

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