mems market overview: steady growth for mems in 2013 and … · 2018-06-11 · • mems industry is...
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© 2013
75 Cours Emile Zola,
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Web: http://www.yole.fr
MEMS Market Overview:
Steady Growth for MEMS
in 2013 and Beyond Pascal Viaud, CSO
Taipei, September 2013
© 2013• 2
Outline
• Introduction – Yole Développement
• Update on the Global MEMS Market
• MEMS for Mobile
• Examples of New Successful Applications
• Diversity of Technologies
• Conclusion
© 2013• 3
INTRODUCTION
© 2013• 4
Fields of Research Activity
Founded in 1998, Yole Développement is a global market, technology and strategy consulting company involved in :
Equipment & Materials
MEMS &
Image Sensors
Photovoltaic
Advanced
Packaging
Microfluidic
& MedTech Power Electronics
& Compound Semi
LED, OLED & LD
© 2013• 5
MEMS Market Historical Data 2004-2012 in US$M
2004 2005 2006 2007 2008 2009 2010 2011 2012
$M $5 240 $5 630 $6 350 $7 200 $6 800 $7 538 $8 880 $9 934 $10 930
$0
$2 000
$4 000
$6 000
$8 000
$10 000
$12 000
2004 - 2012 MEMS Markets ($M) Source Yole Développement
© 2013• 6
UPDATE ON THE GLOBAL MEMS MARKET
© 2013• 7
MEMS markets by application
(in US$M)
$2 .6B $3 .6B
$5 .0B
$9.8B $1 .8B
$6 .3B
$ 0M
$5 000M
$10 000M
$15 000M
$20 000M
$25 000M
2012 2013 2014 2015 2016 2017 2018
MEMS $M forecast per application & CAGR 2012-2018 March 2013
Telecom
Medical
Industrial
Defense
Consumer
Automotive
Aeronautics
Telecom 11.7%
Medical 22.8%
Industrial 11.5%
Defense 11.9%
Consumer 11.6%
Automotive 5.5%
Aeronautics 6.4%
© 2013• 8
Continued Strong Growth 2012-2018 Forecast (in US$M)
Yole Developpement © March 2013
© 2013• 9
2012-2018 Forecast (in Munits)
Yole Developpement © March 2013
© 2013• 10
2012 MEMS Players Ranking Top 30
Yole Developpement © March 2013
© 2013• 11
MEMS FOR MOBILE
© 2013• 12
MEMS devices in volume in 2013:
• IMU combo
• Magnetometer
• MEMS microphones
• Pressure sensor
• Humidity + Temperature sensor
• BAW filters and duplexers
• Antenna tuner
Simplified View of TODAY (2013’s)
Smart-Phone Board MEMS in red
© 2013• 13
New MEMS devices in volume in 2018?
• 9-axis combo
• Pressure + Humidity + T° combo
• More microphones!
• Silicon timing for XO / TCXO / 32kHz clock
• Antenna switching
• Gas / biochemical sensors
• Auto-focus
• MEMS mirrors
• Microspeaker
• Touchscreen?
• IR sensor?
Simplified View of TOMORROW (2018’s)
Smart-Phone Board MEMS in red
Joystick?
UV sensor?
LIDAR?
Ultrasonic sensor?
Radiation sensor?
…
Energy harvesting?
© 2013• 14
Sampling
/ R&D
High
volume
Small
production
MEMS Value Proposition in Mobile Devices
DelfMEMS switch
Freescale pressure sensor Polight MEMS
autofocus
Sensirion Humidity
Sensor
AudioPixel microspeaker
Sand 9 MEMS
Oscillator
NextInput SoftTouch
interface
TI temperature sensor versus
a competing thermopile
sensor
Wispry antenna tuner on cell
phone board
Thermal imager MuOptics
Mirasol display
STM 9-axis
Knowles microphones
Scanning mirror from
Lemoptix
Improved
visual
experience
Navigation &
environment
sensing
Sound
quality
Better communication
performances
New tactile
interface
Infra red sensing
Increased battery lifetime
Nectar fuel cell
© 2013• 15
2012 2018 MEMS Market in Mobile ($M)
DelfMEMS switch
Freescale
pressure sensor
Sensirion
Humidity
Sensor
AudioPixel microspeaker
Sand 9 MEMS
Oscillator
NextInput SoftTouch
interface
TI temperature sensor versus
a competing thermopile
sensor
Wispry antenna tuner on cell
phone board
Thermal imager MuOptics
STM 9-axis
Knowles microphones
Navigation &
environment
sensing
Sound
quality
Better communication
performances
New tactile
interface
Infra red sensing
$388M (2012) $1166M (2018) $438M (2012)
$868M (2018)
$492M (2012)
$1691M (2018)
$0M (2012) $52M (2018)
$0M (2012)
NA (2018)
Polight MEMS
autofocus
Mirasol display
Scanning mirror from
Lemoptix
Improved
visual
experience
Increased battery lifetime
Nectar fuel cell
$11M (2012)
$1140M
(2018)
$0 (2012) NA (2018)
© 2013• 16
Key MEMS Players in Mobile
DelfMEMS switch
Freescale
pressure sensor
Sensirion
Humidity
Sensor
AudioPixel microspeaker
Sand 9 MEMS
Oscillator
NextInput SoftTouch
interface
TI temperature sensor versus
a competing thermopile
sensor
Wispry antenna tuner on cell
phone board
Thermal imager MuOptics
STM 9-axis
Knowles microphones
Navigation &
environment
sensing
Sound
quality
Better communication
performances
New tactile
interface
Infra red sensing
Polight MEMS
autofocus
Mirasol display
Scanning mirror from
Lemoptix
Improved
visual
experience
Increased battery lifetime
Nectar fuel cell
© 2013• 17
Successful Companies Are Still Large Leaders
in Distinct MEMS Categories
© 2013• 18
Drivers for Mobile Care Applications
Mobile
Care
Point of Care
Hospital Care
Everywhere Care
Smartphone &
Tablet revolution
Time Level of integration
Feature
Phones
Health Phone
© 2013• 19
EXAMPLES OF NEW SUCCESSFUL
APPLICATIONS
© 2013• 20
Pressure and Humidity Sensors 2 new killer apps!
• Pressure sensor now used in high
volume
– For GNSS improvement today, and for
LBS services soon
• Humidity + temperature sensors are
also adopted in 2013
Sensirion SHTC1 (2 x 2 x 0.8 mm)
- Digital humidity sensor integrated
in Samsung Galaxy S4
© 2013• 21
Drivers for RF Tuners … and MEMS value proposition
Increasing
number of
bands and
antennas
LTE Carrier
aggregation
Smaller
antennas for
smaller phones
Operators demand for
more users per BST
+ more data per user
• Very high Q
• Excellent linearity over wide frequency range
• Low loss
• High capacitor range
• Digital control, that can be integrated
• Low power consumption (electrostatic actuation)
MEMS value
proposition
Drivers for RF
tuners
© 2013• 22
Wispry reverse engineering
Extract from the reverse costing report “Wispry RF MEMS Antenna Tuner”
(published in Jan. 2012)
© 2013• 23
Proliferation of RF tuners First Epcos close loop tuner on the market!
© 2013• 24
DIVERSITY OF TECHNOLOGIES
© 2013• 25
Combos are Driving the Inertial Sensor Market
• Discrete sensors decline but will still be used
in some platforms
• 6-axis IMUs are the hottest market since 2012
• Because of strong price pressure and high
adoption rate, the total market will stabilize
from 2015
0
200
400
600
800
1000
1200
1400
1600
1800
2000
2010 2011 2012 2013 2014 2015 2016 2017 2018
Mar
ket
($M
)
Inertial sensors for mobile phones and tablets - 2010-2018 market ($M)
MEMS accelerometers MEMS gyroscopes
Magnetometers 6DOF IMUs
6DOF E-compass 9DOF Combos
Yole développement © May 2013
© 2013• 26
L3G4IS Dual Core Gyro Teardown of Nokia Lumia 920
• This gyro is integrated in the cameramodule and is
able to provide both the image stabilization function
and the user interface function (replace the gyroscope
on the main board)
© 2013• 27
InvenSense MPU-6050
© 2013• 28
InvenSense MPU-9150
© 2013• 29
Evolution of the MEMS Gyro Patent
Publication Timeline
Patent Filing Trends for MEMS Gyro Technologies (includes relevant and
related)
0
20
40
60
80
100
120
140
160
180
200
220
No
. of
Pat
ent
Fam
ilies
Priority years
Note: Most patents
filed in 2011 – 2012
not published yet
© 2013• 30
Is IP Used in Commercial Products? Some examples
IP Product on the market IP Product on the market
IP Product on the market
+ hundreds of variations
IP Product on the market
© 2013• 31
Regional Comparison Percentage of filed patents vs. revenues by headquarters
location
• “In domain” patents are filed mainly by firms and universities located in Japan and the USA
• However, a significant portion of the actual business is done by German (Bosch) and Italian
(STMicro) companies. The lesson: generating patents doesn’t mean generating business!
Geographical patent distribution by
publication country (includes relevant and related)
0%
10%
20%
30%
40%
50%
60%
Japan USA China Germany Other
Regional Comparison of % Filed Patents vs. Revenue by Competitor HQ Location
Total 2012 revenue bycompetitor location in%
% of filed patents
Yole développement © Feb. 2013
© 2013• 32
TOP 10 Leading Patent Applicants
Top 10 Patent Assignees for MEMS Gyro Patents (includes relevant and related)
447
472
125
89
42
51
31
57
32
26
41
27
30
27
15
37
9
14
20
47
9
29
1
17
18
2
11
6
5
13
0 100 200 300 400 500 600
PANASONIC (JP)
MURATA (JP)
SONY (JP)
BOSCH (DE)
HONEYWELL (US)
SEIKO EPSON (JP)
ADI (US)
WACOH (JP)
ST MICRO (FR/IT)
CEA (FR)
UNIV SHANGHAI (CN)
QUALCOMM (US)
DRAPER LABORATORY (US)
INVENSENSE (US)
MOVEA (FR)
No. of Patent Families
Assignee
Relevant
Related
Notes:
- Graph doesn’t include licensing agreements (i.e. from CEA to
Movea for some patents, while post-2008 co-developed patents are
included in both CEA and Movea’s portfolios)
- VTI Technologies’ patents are included within Murata’s
© 2013• 33
CONCLUSION
© 2013• 34
Summary
• MEMS industry is big and growing: $ 22.5B market in 2018
• Strong market pull observed for sensors and actuators in Mobile
• Not limited to few devices. A new wave of MEMS is coming!
• IP position is now critical in this highly competitive market
Copyrights © Yole Développement SA. All rights reserved. © 2013 35
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