Abstract
Better Communication through Better Listening
MARKET TRENDS
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MEMS microphones are already widely used in consumer applications such as
mobile phones and laptops. More and more mobile phones are using 2 or more
MEMS microphones for Active Noise Cancellation(ANC) and other consumer
applications such as laptops, camcorders etc. are also tending to use MEMS
microphones array ( 2, 4 or 6 microphones) to have the multidirectional
function.
The mobile phone market is still the largest consumer of MEMS microphones.
With the penetration of MEMS microphones in the iPhone 4 and other smart
phones, Yole estimates rapid growth of the market in 2011-2016. By 2013,
shipments will increase to over 1 billion units and more than 2 billion units
by 2016.
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Until now, Knowles has remained market leader with more than 80% market share.
Even though competitors are growing, such as AAC Acoustic Technologies,
Hosiden and BSE, how to compete with Knowles remains the big question for the
rest of the players in this industry.
MEMS Microphone Market Forecast 2010-2016 By Applications (in Munits)
And therefore, the business models of some players are changing. Infineon has
turned into a microphone die supplier and works with Asian MEMS microphone
players and meanwhile other companies are trying to become microphone
manufacturer instead of being just foundry, like MEMSTech. Some players say
that it is just a step of transition to buy microphone dies from others.
MEMS Microphone for Mobile Phone Market Share 2010
The access to MEMS microphone original design will be more and more important
in the future and we can expect both strong R&D projects and also M&A to get
access to MEMS design and manufacturing capabilities. This report offers a
more in-depth discussion on this scope and key strategic evolution of the
industry. As the industry becomes more and more competitive, the IP rights and
packaging patents are critical for manufacturers to achieve performance and
cost challenges. This report will include a special focus on this part and
will describe recent disputes of main players. 2011 is also a very important
year with multiple launches of new devices by existing MEMS microphone
companies: Analog Devices, Akustica, TDK-EPC, Wolfson Technologies... More
companies with new products will try to compete against Knowles, through new
design, new packaging and new software enabling key functions.
OBJECTIVES OF THIS REPORT
- To provide an overview of MEMS microphone technologies, packaging &
patents
- To provide market data on MEMS microphone market: key market metrics &
dynamics:
- Unit shipments and revenues
- Penetration rate by application
- Complete forecast of the market in 2010-2016
- Average selling price analysis and expected evolution
- Market shares with detailed breakdown for each player
- To provide a deep understanding of MEMS microphone value chain:
- Exhaustive list of players for each step: die, ASIC, packaging...
- Analysis on the new players and potential new entrants
- Analysis on the change of business models and strategies of the main
players and new challengers
- To provide application focus on key existing markets and most promising
emerging ones: new features, technology evolution, insight about future
opportunities & challenges:
- Functions that are used, new features and specification requirements
- Technology roadmaps with functionalities
- Insight about future technology trends & manufacturing challenges:
evolution of front-end MEMS manufacturing, new packaging technologies...
Supply Chain for MEMS Microphones
REPORT OUTLINE
- MEMS Microphone technologies
- IP and packaging patents status
- Worldwide market metrics: 2010 - 2016 market forecast ($M, M units, ASP)
- 2010 market shares, future trends
- MEMS microphone market challenges and opportunities
- Supply chain & evolution of business model
- Key MEMS microphone manufacturer' s profiles & New products features,
teardown &reverse costing
BENIFITS
WHO SHOULD BUY THIS REPORT
- MEMS microphone manufacturers:
- MEMS microphone & packaging foundries
- Understand what are the applications that will drive the volumes
- Identify new business opportunities and prospects
- Mixed-signal companies & ASIC manufacturers, Software specialists:
- Spot new opportunities and define diversification strategies
- Consumer Electronic OEMs:
- Evaluate market potential of future technologies and products for new
application markets
- Screen potential new suppliers of microphones
- Evaluate the benefits of using MEMS microphones in your end system
- R&D centers:
- Understand the impact of new MEMS microphone manufacturing and packaging
technologies
- Evaluate market potential of future technologies and products for new
application markets
- Financial & strategic investors:
- Understand the structure and value chain of the MEMS microphone industry
- Estimate the potential of new devices
- Get the list of the key players and emerging start-ups of this industry
worldwide
BIO
Wenbin DING.
Wenbin is responsible for MEMS market research at Yole Développement.
She previously worked at research center CEA Grenoble (France). She holds a
Microelectronics Engineering degree from the National Engineering School in
Caen, plus a Master Degree in Business Administration from IAE Caen, France.
ABOUT YOLE DÉVELOPPEMENT
Beginning in 1998 with Yole Développement, 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
Développement group has expanded to include more than 40 associates
worldwide covering MEMS and microfluidics, Advanced Packaging, Compound
Semiconductors, Power Electronics, LED, and Photovoltaic. The group supports
companies, investors and R&D organizations worldwide to help them understand
markets and follow technology trends to develop their business.
Table of Contents
INTRODUCTION, DEFINITIONS & METHODOLOGY
EXECUTIVE SUMMARY
1. MEMS MICROPHONE DEFINITION AND TECHNOLOGIES OVERVIEW
- Advantages compared to ECM
- Detection principals
- Monolithic VS. Several chip solution
- Analog/Digital microphones
- Packaging & Patents
2. MEMS MICROPHONE INDUSTRY SUPPLY CHAIN AND MAIN PLAYERS
- Supply chain overview
- Evolution of business models
- Main Players' Profiles and Products
- Strategy of Main Players / New Challengers
- Geographic evolution
- Inactive players, M&A and latest announcements
3. MEMS MICROPHONE APPLICATIONS AND MARKET BY APPLICATION
- Mobile phone application
- Laptop and other consumer application
- Medical, Automotive and Military application
- Penetration rate of MEMS microphone
- MEMS microphone market forecast split by application
4. TECHNOLOGY EVOLUTION AND TRENDS
- MEMS Microphone Technology roadmap
- Manufacturing and packaging evolution
- Challenges and opportunities
- From microphone to speaker?
CONCLUSION
APPENDIX
COMPANY INDEX
AAC Acoustic Technologies, Akustica/Bosch, Analog Devices, APM, Apogee, Apple,
ASE, AudioPixels, Auxitrol, AvagoTech, B&K, BenQ, BSE, Continental, CSIL,
CSMC-Tech, Draper Lab, Goertek, Google, GMEMS, Hosiden, Infineon, INN, Knowles
acoustics, LG, Lingsen Pecision Industries, MEMSensing, MEMSTech, Merry
electronics, Microflown, MosArt Packaging, Motorola, NASA, NCT, Nokia, NXP,
Omron, Panasonic, Phone Or, Samsung, Siemens, Silicon Matrix, Solid State
System, ST Microelectronics, Tong Hsing, TDK-EPC, Toshiba, UMC, VK mobile, VTT
Electronics, Wolfson, Xfab, Yamaha...
