Abstract
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20% annual growth to reach $5.4B in 2017!
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DESCRIPTION
10 NEW MEMS APPLICATIONS TO BE >$100M in 2017
MEMS devices are extremely popular in mobile applications. Despite this
interest, only 3 categories of MEMS devices are in high volume production
today:
- 1. Motion sensors: including accelerometers, magnetometers and more
recently gyroscopes is the hottest market segment. It is still growing quickly
and many business and technical evolutions are expected. One of them is the
launch of combo sensors which provide a higher level of integration and
possibly embed sensor fusion algorithms
- 2. MEMS microphones: which are promised to a bright future, driven
by ECM replacement and by new functionalities that require multiple microphones
- 3. BAW filters and duplexers: BAW is popular since many years for
the Band 2 in particular, and new opportunities will appear with some of the
bands that will be used in 4G standards
Global MEMS market for cell phones & tablets(in $M)
Many other MEMS products are under development. The report highlights that
novel MEMS opportunities need to be watched as they will fuel this market
significantly:
- While limited to weather forecast applications today , pressure sensors
are going to be used in combination with inertial sensors to provide
location-based services
- RF MEMS switches had a successful start in 2011 and will benefit from the
current interest for antenna tuning
- Oscillators is another hot area where silicon MEMS has a high potential,
both for replacing TCXO quartz oscillators and for integration of resonators
- Another hot market is going to be MEMS auto-focus which provides
significant added value compared to the existing VCM technology, but will face
competition with other technologies as well
- And many other types of MEMS are emerging: microdisplays, microspeakers,
environmental sensors, touchscreen, joystick...
Maturity of cell phone MEMS devices in 2012
NEWCOMERS TO JOIN ST AND THE OTHER LEADERS IN THIS ATTRACTIVE MARKET
Opportunities are thus huge for MEMS device makers, as this market tripled
from 2009 to 2011. The ranking of the top players has also evolved the past 2
years: ST Microelectronics was number 3 in 2009 and is now the number one
supplier by far with $477M cellphone and tablet revenue in 2011. ST
Microelectronics dominates the MEMS accelerometer market, had an impressive
start with MEMS gyroscopes, only challenged by InvenSense, and continues to
expand to many other MEMS devices to become a one-stop supplier.
ST Microelectronics major clients are Apple, Samsung, Nokia, RIM and HP. Other
large players are very focused on their core markets: AKM is the number 2 with
$260M sales of magnetometers for electronics compass solution, Avago is
leading the BAW filters and duplexers market with $244M sales, and Knowles is
number 4 with $233M revenues from MEMS microphones.
The trends which are shaping the competitive landscape of tomorrow are
analyzed carefully in this report:
- Many start-ups are about to introduce disruptive technologies on the
market: both for emerging markets (RF MEMS switches and variable capacitors,
scanning mirrors for picoprojectors, silicon timing devices,
- Attracted by this growing and high-margin market space, large
semiconductor companies are now eyeing MEMS: Fairchild and Maxim already made
the move through acquisitions, and others should follow
- New business models are being developed and it appears that some players
specialize on a specific part of the value chain (MEMS manufacturing, signal
processing...) while others are offering complete solutions (e.g. combo
sensors which integrate MCU and software)
MEMS in cell phones and tablets
-2011 market shares - total = $1.7B
Yole Devéloppement © May 2012
The market for MEMS in cell phones and tablets will grow 19.8% ti reach a
$5.4B value in 2017. New MEMS devices will benefit from the mobile device
growth that is predicted for the coming years: phones and tablet will
represent a 2.9B units in 2017 and most of them will integrate 5 to 10 MEMS
devices. The MEMS industry will be largely impacted by global trends in mobile
devices: connected devices, video and music consumption, social networking,
diversity of users and usages, mobile advertising. In the reverse way, we also
note that the booming demand for smartphones and media tablets can be partly
explained by the integration of MEMS sensors which provide new functionalities.
BENEFITS:
REPORT OUTLINE
- 14 MEMS product types:
- MEMS accelerometers, MEMS gyroscopes, Magnetometers, Accelerometer /
Magnetometer combos, Accelerometer / Gyroscope combos, 9DOF combo solutions,
Pressure sensors, MEMS microphones, BAW filters and duplexers, MEMS switches
and variable capacitors, Silicon MEMS oscillators / resonators, Micromirrors
for picoprojectors, Microdisplays, MEMS Auto-focus, Emerging MEMS
- All types of mobile phones (smartphones, feature phones and voice
phones) + media tablets
- Historic data and forecasts - worldwide market metrics: 2009 - 2017
market ($M, M units, ASP)
- Market dynamics, technical trends, key players, 2011 market shares
market forecasts for each device
- 200+ companies included in the report
- Report is a 300+ slide PowerPoint format and Excel spreadsheets
included
KEY FEATURES OF THE STUDY
The objectives of this report are the followings:
- To provide a global overview of the market data for the MEMS components
used in cell phones and tablets - key market metrics & dynamics:
- Unit shipments and revenues by type of sensor
- Average selling price analysis and expected evolution
- Market shares with detailed breakdown for each player and major OEM
contracts
- To provide an analysis of the major technology trends for each type of
device:
- Teardown of key MEMS components to show the device structures today
- Current technologies and new development: disruptive front end and
packaging technologies to be introduced in the future
- To provide a deep analysis of the challenges and opportunities for MEMS
sensors and actuators in handsets and tablets:
- Description of the different drivers for integration and historical data
on penetration of MEMS
- Which drivers for new MEMS devices, why will it start, how market
adoption will be like?
- Different levels of software and trends for sensor fusion: strategies
for integration in the system (MCU...) and major software specialists
- Insight about architecture changes linked to the emergence of combo
solutions and of MEMS data processing
- To provide a clear understanding of MEMS value chain, infrastructure &
players for the cellular handset and tablet business:
- List of major players for each device under consideration
- Analysis on the potential new entrants with disruptive technologies
- Description of the ecosystem: technology providers, combo solution
players, software companies, final integrators
WHO SHOULD BUY THIS REPORT ?
- MEMS device manufacturers
- Evaluate market potential of future technologies and products
- Understand the differentiated value of your products and technologies in
this market
- Build roadmap for modules: which type of modules? When?
- Identify new business opportunities
- Identify potential strategic partners or technology providers
- Monitor and benchmark your competitor's advancements
- MEMS foundries, material and equipment suppliers, packaging houses
- Understand what are the applications that will drive the volumes in 2017
- Identify new business opportunities and prospects
- Specialists of microcontrollers, baseband/ transceiver, application
processor...
- Spot new opportunities and define diversification strategies
- Mobile phone and media tablet OEMs
- Evaluate market potential of future technologies and products to
differentiate your products
- Evaluate the benefits of using these new technologies in your end
system, design architectures for the next generation of systems
- Screen potential new suppliers able to provide new functionalities, or
cost and size savings
- R&D centers
- Evaluate market potential of future technologies and products for new
applicative markets
- Identify the best candidates for technology transfer
- Financial & strategic investors
- Understand the structure and value chain of the cellular handset and
media tablet industry
- Estimate the potential of new devices such as RF MEMS tuners,
oscillators, auto-focus...
- Get the list of the main key players and emerging start-ups of this
industry worldwide
COMPANY CITED IN THIS REPORT
3M, 3S, AAC Acoustics, Acutronic, ADI, Aichi MI, AKM, Akustica, Amazon, Amkor,
Anadigics, APM, Apple, ASE, ASG, ASMC, ASTRI, Asus, Atmel, Audience,
AudioPixel, Avago, Bambook, Baolab, Barnes, & Noble, Bluechiip, Bosch
Sensortec, BSAC, BSE, Btendo, Carsem, Casio Micronics, Cavendish Kinetics, CEA
Leti, Cheng Uei Precision Industry Co, CSR, Dalsa, DelfMEMS, Discera, DXO,
EoSemi, EpiCrystals, Fairchild, Foxconn, Fraunhofer ISIT, Freescale, Fujitsu,
FullPower, GE Research, GlobalFoundries, Glooko, Goertek, Google, Hana
Microelectronics , Hansung, Hanwang Technology , o. Ltd, Hillcrest Labs,
Hiperscan, Hitachi Media, Honeywell, Hosiden, HP, HT Micro, HTC, Huawei, IDT,
IMEC, IMU Solution, Inc, Innoluce, Intel Mobile Communication, InvenSense,
Inventec, IQD, ITRI, Keynetik, Kionix, Knowles Acoustics, KYEC, Kyobo,
Kyocera, Lemoptix, LensVector, LG, LG innotek, Light Blue Optics, Lingsen
Precision Industries, Lite-On, M2E Power, Maradin, Maxim, MCube, Mediatek,
MEMSIC, MEMStech, Merry Electronics, Micello, Microchip, Microvision,
Mitsubishi, Mitsumi Electric Co, Mobion, MosArt Packaging, Motorola, Movea,
MTI MicroFuel Cells, Multigig, Murata, Navteq, NDK, NEC, NextInput, Nichia,
Nikon, Nippon Signal, Nokia, NTT Docomo, NXP, Olympus, Omron, Opus
Microsystems, Osram, Palm, Panasonic, Paratek, Peregrine Semiconductor, Pilkor
CND, Pixtronix, PointInside, PoLight, Powermat, Qp Optoeletronics, Qualcomm,
Qualtre, Rakon, Renesas, RFMD, RIM, Rohm, Rood Microtec, Samsung, Samsung
Techwin, Sand9, Seiko Epson, Seiko Instrument, SEMCO , Semefab, Senda
Microtechnologies, Senodia, Sensirion, SensorDynamics, SensorPlatforms, Sharp,
Shinsegi Communications Systems , Silex , SiliconLabs, SiTime, Siward,
Skyworks, Sony, Sony Mobile Communications, Soraa , SPIL, ST Ericsson, ST
Microelectronics, STATS ChipPAC, Syndiant, Synkera, Taiyo Yuden, TDK-EPC,
Tessera DOC, TI, TMT, TomTom / TeleAtlas, Tong Hsing, Toshiba, TriQuint,
Tronics, Trusted Positioning, TSMC, TXC, UMC, Unipixel, Unisem, UTAC, Veratag,
Virtus Advanced Sensors, VTI, Wispry, Withings, Wolfson, Xsens, Yamaha,
Zephyr, ZTE...
BIO OF THE AUTHOR
Laurent Robin is in charge of the MEMS & Sensors market research at
Yole Devéloppement 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.
ABOUT YOLE DEVÉLOPPEMENT
Beginning in 1998 with Yole Devéloppement, 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 Devéloppement group
has expanded to include more than 50 associates worldwide covering MEMS,
Microfluidics & Medical, Advanced Packaging, Compound Semiconductors, Power
Electronics, LED, and Photovoltaic.
Table of Contents
Introduction, Definitions & Methodology
Executive Summary
1. Trends in the mobile phone and tablet market
2. Drivers for the integration of MEMS in mobile devices
3. MEMS in mobile phones / tablets: 2011-2017 market
- Diffusion model for MEMS and historical data on MEMS attach rate
- 2011-2017 market synthesis
- Competitive lanscape: MEMS player ranking
4. Sensor fusion in mobile devices
5. Supply chain analysis
- New business models
- Strategy of the key devices suppliers
6. Inertial sensors, magnetometers and pressure sensors
- Overview
- MEMS accelerometers
- MEMS gyroscopes
- Magnetometers
- Accelerometer / Magnetometer combos
- Accelerometer / Gyroscope combos
- 9DOF combo solutions
- Pressure sensors
7. MEMS Microphones
8. RF-MEMS
- Trends in the radio-front end
- BAW filters and duplexers
- MEMS switches and variable capacitors
- Silicon MEMS oscillators / resonators
9. Optical MEMS and MEMS Auto Focus
- Micromirrors for picoprojectors
- Microdisplays
- MEMS auto-focus
10. Emerging MEMS for mobile devices
- MEMS speaker
- Temperature & humidity sensors
- Bio and chemical sensors
- Micro fuel cells
- MEMS joystick
- Energy harvesting
- RFID
- MEMS touchcreen
Conclusion and perspectives
MEMS For Cell Phones & Tablets published by Yole Developpement in June 5, 2012. This report price starts from US $ 5390.
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