Abstract
MEMS gyroscope industry plans a high growth potential of the defence and low
end automotive applications. The MEMS gyroscope market is expected to generate
in the range of 800M$ value in 2010. During the mean time several challenges
are identified:
- Increasing number of gyroscope players
- Changes in the value chain due to patents and supply issues
In this context, Yole Development has edited a new report describing the
current structure of the MEMS gyroscope industry, the applicative markets, the
main business models, the main challenges and its potential evolutions...
The report is including unique features:
- Description of each application with market estimates and market shares
(when available)
- Analysis of the competition
- Analysis of the four major business trends
- Analysis of gyroscope technologies
- Analysis of technologies substitution risk
The 4 major business trends
Yole Development has identified four major trends and challenges that would be
detailed in this report:
- MEMS manufacturers are more and more willing to supply a module instead of
a component. Interests for IMUs have been identified in all fields of
applications. Developments are in progress at Invensense (USA) for example.
- MEMS manufacturers are willing to enter volume applications (e.g.
Honeywell when in 2005 it extended its gyroscope product range to the
automotive field)
- Business models will adapt according to the supplying strategy of car
manufacturers: first signs already occurred in the USA and Japan
- Patent challenges can play a important role to enter a market,
particularly in consumer and automotive applications
More than 13 players are today producing MEMS gyroscopes. The 15 others are at
development stage, but a large part of them forecast to enter markets soon.
2005 saw the product launch of Honeywell's (USA) automotive gyro, Switech (CH)
and Bosch (D) new components too. The interest of gyro manufacturers in the
automotive field is clear. In the coming years, 4 other product introductions
will occurred: Freescale, Melexis...
Three fields with high growth potential
Over the scope of gyroscope uses, it is expected that:
- Automotive applications (highest new entrant rate)
- Defence & aeronautics applications (stable business)
- Consumer applications (booming markets thanks to sensor introduction in
personal electronics). Specific video game programs like Nintendo Revolution
or Sony Playstation 3 are likely to account for tenth of millions gyroscopes
shipments as well. But will MEMS meet the tech/price specifications?
- Emerging gyroscopes applications are today discussed in medical and
robotic field
Automotive
MEMS gyroscopes are included in three automotive applications: Anti rollover
systems, GPS navigation and Electronic Stability Control (ESC). Beside the
hard competition due to new entrants, the key question is to assess the MEMS
gyroscope volume market by 2010. Will we see a 100% equipment rate of the ESC
in some geographical area? Qualification time of new entrant is an additional
issue that would delay the competition of 15 potential manufacturers. But
competition between existing players will increase with the known end of the
exclusive supply agreement of Continental (D) and BEI Technologies (USA)...
Defence
The average price of a MEMS gyro in defence application is between 4 to 5 time
higher than in automotive applications, and more that 15 time the ASP of
consumer applications. Defence and aeronautic applications include missiles
guidance, general aviation instruments, platform stabilization, land
navigation and smart munitions in the future. From the 3 existing players in
place today, 8 others have been identified to be in product development phase,
including HGS IMIT (D), THALES (FR)...
Consumer
Five consumer applications integrate MEMS gyroscopes: camcorder stabilization,
camera stabilization, cell phone stabilization, video games, and navigation
for small electronics. The challenge today is to understand if silicon based
devices would compete with the established ceramic based gyroscopes.
Technology evolution
Several materials are competing for gyro manufacturing:
- Quartz
- Ceramic
- Silicon & SOI
Depending on applications, specs and price, it induces a design & material
choice. One of the key market players, Panasonic (JP) has shift from quartz to
silicon based gyroscope, showing that this technology choice will be more and
more segmented by applications. Moreover a potential threat for the
development of MEMS gyroscopes should be discuss as some angular rate sensing
applications didn't selected MEMS based gyroscopes. Metal micromachining and
low-g accelerometers are considered as a substitute technology. The report is
describing the different applications and linked markets on a world basis
(2005-2009), who is doing what, the expected product launch and also a
complete and in-depth technology, specifications and marketing challenges.
This detailed analysis is done per application so that readers can understand
the key specifications and system challenges.
The report is bringing a lot of value both to MEMS manufacturers, suppliers to
MEMS manufacturers and system manufacturers in order to understand the
business potential, the technology status and who is doing what for strategic
and marketing decision making
Report benefits for system manufacturers possible user of MEMS components
- Describe the full application range of MEMS gyroscopes on the 2005-2010
periods
- Provides a complete analysis of the current and future players in the MEMS
gyroscope industry
- Assess the major challenges that will influence the evolution of the
gyroscope industry
Report benefits for MEMS manufacturers
- Highlights markets to target with in-depth analysis of when and how to
access that business
- Gives quantitative component volume figures by year
- Helps you define the right commercialization approach in terms of
specifications and end users
- Present the product roadmap expected for the next 5 years.
Table of Contents
Overview of MEMS technologies and markets
- What are MEMS?
- MEMS industrial infrastructure
- Overview of MEMS markets
- Status of the MEMS industry
- Value added in the MEMS industry
- Status of the MEMS industry
- Value added in the MEMS industry
Evaluation per application of today and future markets of MEMS gyroscopes
(2005-2010)
- Automotive: Rollover
- Automotive: GPS Navigation
- Automotive: ESC
- Consumer: Camcorder Stabilization
- Consumer: Camera Stabilization
- Consumer: Cell Phone Stabilization
- Consumer: Video Games
- Consumer: Navigation for Small Electr.
- Aeronautic: Instruments
- Aeronautic: Platform Stabilization
- Defense: Missiles Guidance
- Defense: Land Navigation
- Defense: Smart Munitions
- Emerging: Medical
- Emerging: Robotics
- Misc
Analysis of the trend toward integration of gyro-scopes in IMUs
Who is doing what, and status of the develop-ments
- Technology already on the market
- New development foreseen
- Product introduction schedule
- Product roadmap per field
Evolution of the Business Models
- New trends in Japan
- New Trends in the Automotive Industry
- How to address the consumer & automotive markets
Major bottleneck and challenges
- Four major business trends
- Technology evolution
Synthesis and challenges for the future
The companies under analysis in this report are the following:
Analog Devices, SSS, BEI Sensors, Bosch, Honeywell, Kionix, Murata,
Matsushita, Samsung, Sensonor/Infineon, Tronics Microsystems, X-Fab, Sagem,
Switech, MEMSense, Sensor Dynamics, Freescale, Endevco, Thales, L3COM,
Kearfott, HGS IMIT, Motorola Automotive, Melexis, Invensense, STM...
