Steady Growth for MEMS in 2013 and Beyond - SEMI.ORG Tech Seminar... · Microfluidic & Medical...
Transcript of Steady Growth for MEMS in 2013 and Beyond - SEMI.ORG Tech Seminar... · Microfluidic & Medical...
© 2013
75 Cours Emile Zola, F-69100 Villeurbanne - Lyon, France
Tel: +33 472 83 01 80 - Fax: +33 472 83 01 83
Web: http://www.yole.fr
MEMS Market Overview:
Steady Growth for MEMS in 2013
and BeyondMature & emerging applications ensure ~10% growth
MEMS Tech Seminar 2013- Castelleto Sept 26th -
Yves DEVIGNE
© 2013• 2
Fields of Research Activity
Founded in 1998, Yole Developpement is a global market, technology and strategy consulting company involved in :
Our research is performed by in-house personnel conducting open-ended discussions based on interviews of all players.
32 full time analysts with technical and marketing degrees
Primary research including over 3,500 interviews per year
Wafers and substrates
MEMS &
sensors
Photovoltaics
Advanced Packaging
Microfluidic
& Medical
Technologies
Power
Electronics
HB LED,
LED & OLED
Image sensors
© 2013• 3
Yole market forecast refining model
• Yole’s market forecast model is based upon the following elementary blocks:
Technical
requirements
Device data
(spec, size,
technologies)
Product
units forecasts
Wafer
units forecastsMaterials
Volume forecasts
Si Interposer
Dram
Std. Product
Units forecastsMarket
penetration %
Global end user markets Assumptions:
Yole
Développement
Sources: direct interviews
with Semiconductor &
Packaging fabs
Sources: direct interviews
with Semiconductor fabs
Equipment
units forecasts
© 2013• 4
UPDATE ON THE GLOBAL MEMS MARKET
© 2013• 5
Continued Strong Growth2012-2018 Forecast (in US$M)
Yole Developpement © March 2013
For complete data, consider our
reports:
© 2013• 6
2012-2018 Forecast (in Munits)
Yole Developpement © March 2013
For complete data, consider our
reports:
© 2013• 7
2012 MEMS Players Ranking Top 30
Yole Developpement © March 2013
© 2013• 8
MEMS FOR MOBILE
© 2013• 9
MEMS devices in volume in 2013:
• IMU combo
• Magnetometer
• MEMS microphones
• Pressure sensor
• Humidity + Temperature sensor
• BAW filters and duplexers
• Antenna tuner
Simplified View of TODAY (2013’s) Smart-
Phone BoardMEMS in red
© 2013• 10
New MEMS devices in volume in 2018?
• 9-axis combo
• Pressure + Humidity + T° combo
• More microphones!
• Silicon timing for XO / TCXO / 32kHz clock
• Antenna switching
• Gas / biochemical sensors
• Auto-focus
• MEMS mirrors
• Microspeaker
• Touchscreen?
• IR sensor?
Simplified View of TOMORROW (2018’s)
Smart-Phone BoardMEMS in red
Joystick?
UV sensor?
LIDAR?
Ultrasonic sensor?
Radiation sensor?
…
Energy harvesting?
© 2013• 11
Sampling
/ R&D
High
volume
Small
production
MEMS Value Proposition in Mobile Devices
DelfMEMS switch
Freescale pressure sensorPolight MEMS
autofocus
Sensirion Humidity
Sensor
AudioPixel microspeaker
Sand 9 MEMS
Oscillator
NextInput SoftTouch
interface
TI temperature sensor versus
a competing thermopile
sensor
Wispry antenna tuner on cell
phone board
Thermal imager MuOptics
Mirasol display
STM 9-axis
Knowles microphones
Scanning mirror from
Lemoptix
Improved
visual
experience
Navigation &
environment
sensing
Sound
quality
Better communication
performances
New tactile
interface
Infra red sensing
Increased battery lifetime
Nectar fuel cell
© 2013• 12
2012 2018 MEMS Market in Mobile ($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• 13
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• 14
Successful Companies Are Still Large Leaders
in Distinct MEMS Categories
© 2013• 15
EXAMPLES OF NEW SUCCESSFUL
APPLICATIONS
© 2013• 16
Pressure and Humidity Sensors2 new killer apps!
• Pressure sensor now used in high
volume
– For GPS improvement today, and for
LBS services soon
• Humidity + temperature sensors are
also adopted in 2013
– Has reached the size, cost and
software requirements
Sensirion SHTC1 (2 x 2 x 0.8 mm)
- Digital humidity sensor integrated
in Samsung Galaxy S4
For complete data, consider our
reports:
© 2013• 17
Drivers for RF Tuners… and MEMS value proposition
Increasing
number of
bands and
antennas
LTECarrier
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• 18
Wispry strip down
Extract from the reverse costing report “Wispry RF MEMS Antenna Tuner”
(published in Jan. 2012)
the first RF MEMS in prod for cellphone
(Samsung / HV CMOS based)
© 2013• 19
Proliferation of RF tunersFirst Epcos close loop tuner on the market!
Covers 700 2.7GHz
© 2013• 20
DIVERSITY OF TECHNOLOGIES
© 2013• 21
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 20150
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
For complete data, consider our
reports:
© 2013• 22
L3G4IS Dual Core GyroTeardown of Nokia Lumia 920
• This gyro is integrated in the camera module and is
able to provide both the image stabilization function
and the user interface function (replace the gyroscope
on the main board)
• Dual core approach. Large ASIC
© 2013• 23
InvenSense MPU-60503 separate structures
© 2013• 24
InvenSense MPU-9150Teardown
© 2013• 25
Summary
• MEMS industry is big and growing
• Strong market pull observed for sensors and actuators in cell
phones
• The market is not limited to a few devices. A new wave of MEMS is
coming!
• IP position is now critical in this highly competitive market
• Foundry model still difficult
• For complete data, consider our reports:
Thank you!
© 2013• 26
Yole Développement Services
1. Strategy & Technology Consulting Services
• Market research and marketing analysis
• Strategy analysis
• Technology evaluation
• Reverse costing
• Financial services with Yole Finance
2. Publication of Market & Technology Reports
• >40 reports per year
3. Custom Workshops
• Get data and information on any of Yole’s expertise: MEMS, Compound
Semiconductors, Advanced Packaging, Photovoltaic …
4. Yole Media & Communication Support
• Micronews magazine and website
• Technology magazines: MEMS Trends…