Emerging applications of MEMS devices · •Yole Développement is a market research and strategy...
Transcript of Emerging applications of MEMS devices · •Yole Développement is a market research and strategy...
© 2010
Copyrights © Yole Développement SARL. All rights reserved.
Emerging applications of
MEMS devices:
From which product the growth
will come?
© 2010 • 2
Yole Développement
• Yole Développement is a market research and strategy consulting company, founded in 1998 and involved in the following fields:
• MEMS, including microfluidics
• Advanced packaging (3D IC, TSV, SoC, WLP…)
• Power electronics
• LED & HB LED
• Compound semiconductor business (SiC, GaN, AlN, ZnO, Thick SOI…) at substrate and device level
• Photovoltaic, from equipment and materials to cell business
• Our research is performed by in-house personnel conducting open-ended discussion based interviews.
• 20 full time analysts with technical and marketing degrees
• Primary research includes over 2,500 interviews annually
• Our customers’ base and perspectives are global.
© 2010 • 3
Our Global Activity
Yole Inc.
Yole Développement SA
Lyon (HQ).
Yole Paris
Yole K.K.
30% of our business is
in North America 30% of our business is
in Asia
40% of our business is
in EU Countries
© 2010 • 4
3 business models
• Custom analysis:• 85% of YOLE business
• Covered by NDA agreement
• From few days to several months of work, depending on subject
• Publication of reports:• 10% of YOLE business
• 25 to 30 reports published every year
• Covering Mems, power devices, advanced packaging, PV…
• Publication of newsletters on 3D, PV and MEMS:• 5% of YOLE business (advertising in our newsletters)
• Take benefit of our 45 000+ subscribers to be visible and diffuse
information on your company and products!
© 2010 • 5
Across the Value Chain
Yole consultants provide Market Analysis, Technology Evaluation and Business Plan Assessment for clients
along the entire value chain.
© 2010 • 6
Some of Our Customers
Financial investors
& industry advocates
R&D Organizations
Suppliers (equipment, wafers, materials)
Component manufacturers
Integrators, system manufacturers and end users
© 2010 • 7
Custom Analysis Services
• Market research and marketing analysis• Identification of new applications and markets
• Set-up of market segmentation
• Proposal of marketing and action plans
• Strategic analysis• Analysis of positioning to create value
• Development of action plans to improve company performance
• Support in implementation and fund raising
• Technology evaluation• Analysis of technical areas and definition of technology strategy
• Process cost analysis and cost comparison
• Development of product and technology roadmap
• Specific services for investors by Yole Finance• Evaluation and analysis of business plans
• Evaluation of production infrastructure
• Expertise and due diligence before M&A– Company, market and technology expertise
– Strategy, marketing and technical due diligence
© 2010 • 8
Yole’s MEMS Reports
MEMS company valueAnalysis and evaluation
Reports released in May 2010
Report & Database released in July 09
Acceleration, gyro and IMUTechnologies & Markets
Report released in September 09
MEMS
CoSim+Cost Analysis Tool for
MEMS manufacturing
Excel™ tool released
September 09
MEMS foundryMarket and industry trends
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Status of the
MEMS industry
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$27
7% $23
6%
$109
26%
$82%$37
9%$92%
$317%
$168
41%
TSV Scenario Cost structure breakdown
Via / Etching Drilling
Via Isolation
Via filling
Temporary bonding
Thinning
Stress release
BEOL (Pads)
Bonding
Emerging Mems
applications
© 2010 • 9
EVOLUTION OF THE MEMS
MARKETS
© 2010 • 10
Key facts to remember…
• MEMS remains a fragmented market:• A limited number of applications have a market size above $200M
• Simplification of manufacturing is still an objective• The MEMS law “One product, one process, one package” is still
there
• MEMS packaging is more and more an “added value step” with 3D
MEMS being more widely adopted
• Software development is now an important competence in MEMS
companies in order to sell functions and not devices
• The development of new MEMS applications is taking
years to be commercialized• On average, 4 years from first developments to first commercial
product and $45M of investment … and 3 to 4 different CEOs…
© 2010 • 11
Key facts to remember…
• Several major system companies with MEMS fabs are
now looking to use external foundries• At least 5 major companies are involved in such changes, with a
total cumulative business of $350M…
• Delphi and Conti have already taken this decision
• 8’’ manufacturing infrastructure is needed for companies targeting consumer electronics
• The MEMS manufacturers not involved in consumer electronics are facing a very strong risk to lose competitiveness
• Fabless companies are under the financial umbrella of their main customers… or are sold or dead because financial investors are NOT taking the risk to re-invest
• Siimpel has now LG Innotek as investor, same for Wispry with Samsung and Murata…
© 2010 • 12
Significant Changes in the
2009 MEMS Ranking
0
100
200
300
400
500
600
700
800
TOP 30 MEMS Company ranking 2009 - 2008
2008
2009
© 2010 • 13
Annual Growth Rate 2009 / 2008
497%
67%
19%
14%
10%7%
3%0% 0% 0% 0%
0% -1% -2%-4%
-7%-10% -10% -10%
-13% -14% -15%-18% -19% -20% -21%
-29% -30% -30%-33%
Annual growth rate 2009/2008 (on USD basis)
© 2010 • 14
Innovation in Mems has changed
• One of the key element to understand the evolution of the Mems
markets is to understand the source of the innovation
• New functions are proposed by MEMS devices at the moment:
• The functions which are under commercialisation now have been
developped since a very long time: energy harvesting, oscillator, speakers,
micro-motors, autofocus, micro fuel cells… are under development since
more than 10 years and will step by step be introduce on the market.
• Innovation is coming from the usage of the existing devices… and
new ways to package and integrate the devices in a system
• All the important successes in the MEMS industry since 5 years are
linked to these 2 innovations paths: usage and packaging
• The success of ST with accelerometers is linked to usage of well known
accelerometer
• The success of Invensense is linked to packaging innovation
• The success of the silicon microphone is linked to the packaging innovation
• The success of pico projector is link both to a new usage and new
packaging
© 2010 • 15
Last M&A and VC round
Company Round Type Acquired Company Amount raised (US$)
Sensata Technologies IPO - 600M
Discera Series D - 11M
MEMSIC Acquisition Crossbow’s inertial business lines
18M
Integrated Device Technology (IDT)
Acquisition Mobius Microsystems Not disclosed
Mezmeriz Equity Financing - 2M
Tessera Acquisition Siimpel 15M
Thermo Scientific Acquisition C2V Non disclosed
Becton Dickinson Acquisition HandyLab 250M
Rohm Acquisition Kionix 230M
Bosch Acquisition Akustica Non disclosed
Walsin Liwha Acquisition Miradia Non disclosed
© 2010 • 16
MEMS FOUNDRY MARKET
© 2010 • 17
Ranking of the MEMS Foundries
TOP20 MEMS Foundries
Ranking on 2009 compared to 2008 data
© 2010 • 18
Mems foundry sales growth/decrease
in 2009 compared to 2008
© 2010 • 19
MEMS MARKET UPDATE
© 2010 • 20
MEMS $M 2009-2015 forecast
2009 2010 2011 2012 2013 2014 2015
Others (microstructures, micro tips, flow meter …) $129,0 $150,4 $204,9 $270,0 $342,7 $462,4 $596,9
Micro speakers $0,0 $0,0 $0,0 $10,0 $37,5 $90,0 $150,0
Oscillators $7,9 $17,0 $33,6 $64,7 $119,9 $213,0 $347,6
RF MEMS $228,9 $246,5 $286,5 $339,4 $402,1 $506,3 $602,5
Microdispensers (microfluidics) $140,1 $174,3 $214,7 $261,3 $313,5 $376,1 $451,3
Microfluidics for IVD $633,3 $757,5 $952,4 $1 196,8 $1 494,9 $1 875,5 $2 363,5
Microfluidics for Research $199,3 $269,0 $363,1 $490,2 $637,3 $828,5 $1 077,1
Other optical MEMS $77,4 $91,4 $107,8 $128,7 $154,9 $189,3 $225,9
Projection systems $663,7 $707,4 $839,8 $1 068,6 $1 415,4 $1 814,2 $2 115,1
Micro displays $0,5 $2,5 $9,6 $23,0 $45,0 $66,0 $86,0
Microbolometers $204,5 $219,3 $233,5 $250,6 $277,6 $313,8 $375,0
Digital Compass $111,5 $194,6 $248,5 $269,0 $281,7 $286,9 $285,0
Gyroscopes $839,6 $1 012,1 $1 127,5 $1 235,7 $1 381,6 $1 442,4 $1 533,9
Accelerometers $1 036,2 $1 117,0 $1 237,1 $1 341,2 $1 402,2 $1 429,1 $1 470,3
Microphones $123,3 $170,5 $222,2 $292,4 $323,6 $370,5 $410,7
Pressure Sensors $1 056,0 $1 200,6 $1 404,3 $1 694,9 $1 941,8 $2 154,7 $2 324,4
InkJet Heads $1 547,7 $1 566,1 $1 625,7 $1 740,4 $1 831,5 $1 937,9 $2 043,7
$0,0
$2 000,0
$4 000,0
$6 000,0
$8 000,0
$10 000,0
$12 000,0
$14 000,0
$16 000,0
$18 000,0
US
$M
MEMS Forecast in $MJune 2010
© 2010 • 21
MEMS units 2009-2015 forecast
2009 2010 2011 2012 2013 2014 2015
Others (microstructures, micro tips, flow meter …) 1 2 5 9 16 35 56
Micro speakers 0 0 0 5 25 75 150
Oscillators 17 36 72 138 248 421 674
RF MEMS 559 658 805 987 1 190 1 551 2 023
Microdispensers (microfluidics) 25 43 55 68 118 141 168
Microfluidics for IVD 177 246 312 394 493 621 785
Microfluidics for Research 0 1 1 1 2 2 3
Other optical MEMS 1,3 1,7 2,2 3,7 6,6 12,8 18,3
Projection systems 1 3 9 21 44 79 136
Micro displays 0,1 0,5 2,0 5,0 10,0 15,0 20,0
Microbolometers 0,2 0,3 0,3 0,4 0,4 0,6 0,7
Digital Compass 103 219 340 441 542 652 770
Gyroscopes 201 268 325 402 510 587 722
Accelerometers 906 1 090 1 362 1 630 1 838 2 002 2 194
Microphones 318 449 579 816 995 1 186 1 381
Pressure Sensors 296 337 389 488 571 633 689
InkJet Heads 668 664 673 683 691 706 719
0
2 000
4 000
6 000
8 000
10 000
12 000
Mu
nit
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MEMS Forecast in MunitsJune 2010
© 2010 • 22
EMERGING MEMS
APPLICATIONS
© 2010 • 23
Emerging MEMS
NEW
APPLICATI
ONS
SUBSTITUTION FOR
OTHER
TECHNOLOGIESCAGR >
50%Auto-focus
Digital compass
Energy
harvesting
Micro bolometers
Microdisplays
µFuel cells
µspeakersMicro structures
MicrotipsOscillators
MEMS RFID Where Emerging MEMS are.
© 2010 • 24
Emerging MEMS
• Auto focus:
– System relying on one or more sensors to determine correct focus. MEMS used provides high precision control of a
moving lens barrel to provide auto focus functionality.
• Energy harvesting (or “energy scavenging”):
– Process by which energy of the environment is captured and stored
• Magnetometer (« electronic compass »):
– Scientific instrument used to measure the strength and/or direction of the magnetic field in the vicinity of the instrument
• MEMS RFIDs:
– Wireless communication system that stores data about items allows information to be extracted using radio waves.
• MEMS speakers:
– Electroacoustic transducer that converts an electrical signal into sound.
• Microbolometers:
– Microbolometer is an uncooled - low cost - thermal sensor. A microbolometer consists of an array of pixels, each pixel
being made up of several layers.
• Micro displays:
– Display screens for portable applications (cellphones).
• Micro fuel cells:
– A micro fuel cell is a portable power source for low power electronic devices that converts chemical energy into useable
electrical energy
• Microstructures:
– Micro components (gears, spring, anchor) used in mechanical watches and made with MEMS micromachining technologies
(DRIE, UV-LIGA).
• Micro tips:
– The end of a pointed object attached to a surface or a cantilever.
• Oscillators:
– Electronic circuit that uses the mechanical resonance of a vibrating crystal of piezoelectric material to create an electrical
signal with a very precise frequency
© 2010 • 25
MEMS products are in the development phase
having successfully crossed the “Chasm”Emerging MEMS definition
Microdisplay
Autofocus/µZoom
MEMS OscillatorsµFuel cells
µstructures
Energy
harvesting
Emerging Development Mature Decline
Electronic Compass
Microtips
MEMS ID
MEMS Speakers
Micro bolometers
Microphones
Accelerometers
Gyroscopes
Inkjet Head
Pressure sensors
Filters
© 2010 • 26
Many new startups
New companies developing emerging MEMS devices
© 2010 • 27
Emerging MEMS 2009-2015 Forecast$M value
2009 2010 2011 2012 2013 2014 2015
RFIDs $0,0 $0,5 $1,4 $2,8 $5,1 $8,4 $14,4
Oscillators $7,9 $17,0 $33,6 $64,7 $119,9 $213,0 $347,6
Micro tips for microscopy $42,0 $43,8 $46,9 $53,9 $59,8 $67,0 $76,3
Micro tips for ATE $58,5 $67,2 $93,5 $110,8 $136,7 $167,2 $197,6
Micro structures $0,3 $0,6 $1,2 $1,8 $2,1 $2,7 $3,0
Micro speakers $0,0 $0,0 $0,0 $10,0 $37,5 $90,0 $150,0
Micro fuel cells $0,0 $0,9 $6,0 $15,0 $30,0 $75,0 $120,0
Micro displays $0,5 $2,5 $9,6 $23,0 $48,4 $66,0 $86,0
Microbolometers Cores $322,6 $392,8 $461,9 $538,4 $629,8 $707,4 $788,0
MEMS-based energy harvesting $0,0 $0,0 $0,0 $0,0 $0,0 $0,0 $0,0
Digital Compass $125,0 $218,2 $282,0 $312,7 $347,4 $361,1 $374,2
Auto-Focus $2,1 $2,6 $3,3 $5,7 $10,2 $19,1 $25,9
$0,0$400,0$800,0
$1 200,0$1 600,0$2 000,0$2 400,0
$M
Emerging MEMS Markets$M - February 2010
© 2010 • 28
Emerging MEMS Market Shares 2009
0,4%
22,4%
57,7%
0,1%
0,1%10,5%
7,5%1,4%
Emerging MEMS market share (in value, total $559M) 2009
Auto-Focus
Digital Compass
Microbolometers Cores
Micro displays
Micro structures
Micro tips for ATE
Micro tips for microscopy
Oscillators
© 2010 • 29
Emerging MEMS Market Shares 2015
1,2%
17,1%
36,1%
3,9%
5,5%
6,9%0,1%
9,0%
3,5%
15,9%
0,7%
Emerging MEMS market share (in value, total $2,2B) 2015
Auto-Focus
Digital Compass
Microbolometers Cores
Micro displays
Micro fuel cells
Micro speakers
Micro structures
Micro tips for ATE
Micro tips for microscopy
Oscillators
RFIDs
© 2010 • 30
Mems growth will be very strong for
these new devices…• We have analyzed markets and technologies for MEMS devices that are
promised to represent a significant market value in 2015. These MEMS have
or will soon crossed the gap between R&D and commercialization.
• Most of the new MEMS developments are under the roof of startups.
– The situation is quite similar to what has happened in the 1998-1999 years, when
many new MEMS developments were on the edge of crossing the chasm and are
today mature MEMS products with large volume market: gyroscopes,
microfluidics.
– We have identified more than 30 startups involved in these developments.
• Among the emerging MEMS analyzed, microbolometers, digital compasses
and oscillators will represent the most promising market.
© 2010 • 31
For more information …
Take a look at our websites
www.i-micronews.fr
Please make a stop at Yole booth: N° 1318
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