Abstract
DESCRIPTION:
How MEMS market growth changes the supply chain and companies adapt
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Totally revamped from previous years, this ALL NEW 2011 edition of
“Status of the MEMS Industry” presents MEMS device markets, key
player strategies, key industry changes and trends including foundries
business evolution. It also includes MEMS equipment forecast and major MEMS
manufacturing evolutions.
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MEMS supply chain will evolve
Today, MEMS devices can be used as a replacement function (e.g. microphones),
as a new function (e.g. micro-mirror, RF MEMS tunable antenna) or as a
combination of functions (e.g. IMUs). This last function is bringing a
Business Model revolution as new partnerships are becoming necessary. Indeed,
structural changes of the MEMS industrial supply chain are occurring as
further fragmentation of an activity is starting. This is happening in the
microphone business as some players are processing wafers while others are
focusing on packaging and selling the sensor. Also, new intermediate business
models appear between MEMS foundries and IDMs: some IDMs specialize in
producing MEMS wafers with their own design but at the same time some MEMS
foundries are developing product platforms with their own design as well.
Another complication of the industry comes from multi-chip integration in a
module: it' s starting with inertial modules, from 6DOF to 10DOF and this
implies many new challenges in integration, software and supply chain.
POSITIONING OF MEMS MAKERS: size versus number of MEMS devices
This report will describe examples that are illustrating that supply chain
evolution, e.g.:
- 1. The emergence of inertial combo sensors in consumer:
Combo sensors should represent a large part of the market in 2016. For select
key applications (Gaming, Cell phones, Tablets, P MP), it will be close to 1/3
of the shipments and close to 50% of the value.
- 2. The supply chain of the MEMS microphone industry has
changed in the past few years (Infineon has turned into a microphone die
supplier and works with Asian MEMS microphone players: AAC Acoustics, Hosiden,
BSE, Goertek... while some other companies are trying to become microphone
manufacturers instead of being just foundry, like MEMSTech and Omron).
- 3. For bolometers, camera cores (module with detector) are
increasingly becoming a key business for camera manufacturers (FLIR and DRS
propose new cores in 2011). This will further facilitate the infrared detector
integration and the adoption by new camera players.
A complete description of the different MEMS markets
The MEMS market will undergo a 15% CA GR over the 2010-2016 period in $ value
and 24% in units. In 2010, we estimated the MEMS market to be $8.7B for 4.3
billion devices and the consumer market is still the main driver that accounts
for about 46% of the total market in value.
In 2016, the MEMS market figures will be $19.6 B and 15.8 billion units
respectively. Inertial MEMS will strongly contribute to the market growth and
new devices will contribute as well (microbolometers, oscillators,
microfluidics). The MIS report also includes MEMS Front-End and Back-End
equipment forecast.
2010-2016 MEMS markets forecast(in US$M)
An analysis of the MEMS players' strategic moves
The 2011 edition of MIS will cover all the structural changes the MEMS
industry is undergoing. The MEMS business is maturing as it moving from a
highly fragmented MEMS business to fewer larger suppliers with now 21
players above $100M in sales in 2010. The big players get bigger (e.g.
Bosch, ST, Panasonic...) as they are able to supply (ramping up when
necessary), to drive costs down and to offer reliable devices. At the same
time, it is becoming tough for smaller players to compete. Small and
diversified MEMS players will have a hard time competing with big players, but
there is still room for specialized companies. For example, AK M, Knowles, TI
and Inkjet companies make a decent business with only one product. Because the
business is maturing, others can specialize in one part of the supply chain:
for e.g. Infineon specializes in making the MEMS microphone die / wafer only,
others specialize in packaging or in software...
Today, most of the Top 30 companies are integrated manufacturing companies and
the new thing is that an increasing number of those big companies start to
offer foundry services. The others are becoming fab-light, either by
outsourcing consumer devices for cost and infrastructure reasons or by
outsourcing specific parts of the process for inkjet heads for instance. The
Top 30 MEMS ranking illustrates this change as only 2 fabless companies are
among the ranking (Knowles and InvenSense) while many fab-light companies are
present (e.g. HP, Freescale, AD, Lexmark, Infineon, VTI). There are also many
other fabless companies struggling, or still in the growing phase and they
could become large players soon or are just starting commercialization.
The new MIS report analyzes why the coming years will be critical for the MEMS
industry. We have identified the different scenarios: players involved in
high-value and automotive markets will likely keep their internal fabs;
existing players which move in consumer will have the possibility to easily
outsource production; and consumer players with internal fabs will have to
drastically increase their market shares to survive and support the
infrastructure costs.
Foundries will need to get a critical size of wafer volume to be stable either
by developing new device offers or by selling to additional customers. But
MEMS foundries coming from the semiconductor area will only target high volume
applications where the number of processes is limited.
Companies cited in the report:
3S Systems, AAC Acoustics, Advancedmicrofab, AK M, AD, Asia Pacific
Microsystems (AP M), Audiopixels, Avago, Boehringer Ingelheim, BSE, Canon,
Colibrys, Dalsa, Deep Di Semiconductor, Denso, Domintech, DRS, ELMOS (SMI),
FLI R, FormFactor, Freescale Semiconductor, FujiFilm Dimatix, GE Measurement &
Controls, Gettop, Global Foundries, GMEMS, Goertek, Goodrich, HP , Honeywell,
Hosiden, IMT, Infineon, Innoluce, Invensense, Jazz Semiconductor, Jyve, Kaiam,
Kionix, Knowles, Lensvector, Lexmark, Melexis, Memscap, memsmart, memstech,
MEMStim, Mezmeriz, Micralyne, MicroGen, Mikrosense, Mitsubishi Heavy
Industries, Movea, Murata, NovioMEMS, Nuvoton Technology, Olympus, Omron, Opus
Microsystems, Panasonic, Polight, Preciseley Microtechnology Corp., Pyreos,
QMT, Qualtre, Robert Bosch, Seiko Epson, Semefab, Senodia, Sensata, Sensonor,
Silex Microsystems, Silicon Sensing Systems, Siltronix, SMIC, Sony,
STMicroelectronics, SDI, Telecardia, Texas Instruments, Touch Microsystems
(TMT), Tronics Microsystems, TSMC, Ulis, UMC, Veeco, Verreon, VTI
Technologies, Xaar, XFAB, Yamaha, Yishay Sensor.
BENEFITS:
Key features of the report:
- A complete analysis of the evolution of business models and industry
structural changes.
- A description of the factors affecting the MEMS business.
- An update of the new MEMS startups.
- Provide market forecasts for MEMS devices in $M, units, wafer start for
more than 12 MEMS devices used in 150+ applications in report plus in a
separate Excel file.
- A ranking of the major MEMS players.
- What are the major key technological evolution in Front End and Packaging.
- A MEMS cost analysis: where are the major cost factors.
Who should buy:
- The executives of MEMS companies to look at the complete MEMS business and
the major evolution that could impact the industry in the long term.
- The technology team of MEMS companies, looking to learn from the
development of the other parts of the MEMS industry.
- The end users, trying to understand the evolution of the MEMS industry and
find data on each application and who is doing what.
- The marketing and technology team of equipment and materials
manufacturers, looking to have a complete picture of MEMS world and the key
metrics of the industry.
BIO
Dr. Eric Mounier has a PhD in microelectronics from the INP G in
Grenoble. He previously worked at CEA LETI R&D lab in Grenoble, France in
Marketing dept.
Laurent Robin is in charge of the MEMS & Sensors market research at
Yole Développement. He previously worked at image sensor company e2v
Technologies (Grenoble, Fra ce) and at EM Microelectronics (Switzerland).
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 fi nance 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, Microfluidics & Medical, 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
Executive Summary
MEMS Markets Update
- List of 150 applications
- 2010-2016 MEMS Market Overview
- In $M
- In units
- In wafer start
- By application
- 2010 MEMS Wafer Production Geographic Breakdown
- 2010 MEMS Player Market share by Device
- What is New Compared to 2010
MEMS Strategic Analysis
- TOP 30 MEMS Player Strategy Positioning
- TOP 20 MEMS Foundry Strategy Positioning
- New MEMS startups
MEMS business evolution
- MEMS Industrial Supply Chain Evolution:
- Examples:
- Inertial sensors/combo for automotive & consumer
- Microphones
- Microbolometers
Financial update
MEMS Technology Evolution
- 2010-2016 MEMS Equipment Forecast
- Front End Evolution
- Packaging, Assembly & Test Evolution
- New Challenges in Software/System Integration
- Cost Analysis of MEMS Devices: Where the Main Cost Issues are
Emerging MEMS update
- What is mature? What is still emerging?
What will happen in MEMS business in 2012, 2015, 2020?
Conclusions
