|
20 % annual growth to reach $5.4B in
2017 !
10 NEW MEMS APPLICATIONS TO BE
>$100M in 2017
MEMS devices are extremely very popular in
mobile applications. Despite this inerest only 3 categories of MEMS
devices are in production today:
-
Motion sensors such as
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
-
MEMS microphones, which are promised
to a bright future, driven by ECM replacement and by new
functionalities that require multiple microphones
-
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
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…
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)
|
 |
|
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.
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:
-
2011 market shares
-
Market dynamics, technical
trends, key players, 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:
-
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:
-
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…
|
MEMS for Cell Phones & Tablets to 2017
