Abstract
The cell phone industry is currently seen as the biggest growth relay for MEMS
devices in the coming years. Few MEMS based sensors and actuators have found
the right business model to penetrate the wireless handset market today and
over 10 other devices are investigating the opportunity. For example silicon
microphones and FBAR/BAW filters have experienced an incredible growth since
their introduction in 2003 and are now entering the maturity stage. While MEMS
accelerometers are expected to follow the same evolution, few other MEMS
products (micro autofocus, micro zoom, gyroscopes, varicaps, .....) are at the
emerging stage.
Knowles Acoustics booming growth since the first introduction of MEMS
microphones in 2003 and the very fast adoption of Avago Technologies FBAR
duplexer technology in WCDMA front en modules are representative success
stories of the replacement of functions with MEMS based products. In each of
the new potential applications, Yole has analyzed how the leading MEMS
companies (Siimpel for micro autofocus, EPCOS and Wispry for Varicaps, STM,
ADI, Bosch, Kionix and InvenSense for inertial clusters.....) are positioned
to benefit from the dynamic of the cell phone industry.
The cell phone industry complexity increase with MEMS products. On one hand,
MEMS manufacturers are very focused in finding the adapted price, power and
size ratio to enter the cell phone application. But they face the challenge of
evaluating the diffusion rate of their MEMS product in their business plans.
One the other hand, wireless handset manufacturers experience very different
product development cycle in MEMS than the IC industry. They are therefore
very concerned to find the right MEMS partners and have access to a precise
product roadmap.
Yole Developpement forecast a 40% AAGR growth rate for MEMS components in the
cell phone market. 2007 cumulated sales have reach 440M$ in 2007 for only
three MEMS products in cell phone applications (silicon microphones, FBRA/BAW
filters, accelerometers). The market opportunity will represent over 2,5B$ by
2012.
The growth is coming both from replacement products and new functions. MEMS is
expected to be a key innovation driver in the cell phone industry. New
features are expected to account for 60% of the total MEMS market by 2012.
Additionally the report focus on the diffusion rate of MEMS in cell phone
applications and how companies have reached the 100M$ sales level (e.g.
Knowles Acoustics and Avago Technologies, .....).
Report benefits for:
MEMS manufacturers:
- Evaluate the market, the challenges and the competitors for their product
range
- Support a strategic decision to enter or exit the wireless handset industry
- Provide realistic market analysis for MEMS potential in the wireless
handset industry
Handset manufacturers and operators:
- Understand the potential of MEMS products to create features for cell
phones
- Identify the benefit of MEMS based products over competitive technologies
- Evaluate how MEMS can change the architecture and/or act as a revenue
generator
- Get product roadmaps of the MEMS leading players
MEMS foundries, equipment & material manufacturers
- Define the business potential of your customers developing products for
the cell phone industry
- Evaluate new business development strategies
Financial and strategic investors
- Understand the MEMS technology, product and challenges in the handset
industry
- Evaluate the business opportunity of MEMS in the cell phone industry
- Get historical market development data and diffusion model for MEMS
products in cell phone applications
Table of Contents
1.EXECUTIVE SUMMARY
2. Identifications of the MEMS functions in cell phone applications
3. 2007-2003 MEMS market forecasts for cell phones applications
4. Diffusion model for MEMS in cell phones applications
- Requirements to enter cell phones applications
- Historical penetration of sensors and features in cell phones
- Camera image sensors
- Colour display
- Historical penetration MEMS products in cell phones
- Bulk Acoutic Wave (BAW) filters
- Siilcon Microphones
5. Product roadmap for MEMS in cell phones applications
- Products already on the market
- New development forseen
- Shedule of product introduction
- Product roadmap
6. MEMS market evaluation per product
- Existing products:
- Accelerometers
- BAW filters
- Silicon Microphones
- New products forseens
- Display
- Gyroscopes
- Microfuel cells
- Microzoom/Autofocus
- Oscillators
- Picoprojectors
- Pressure sensors
- Switches and varicaps
7. Analysis of the leading MEMS players in cell phones applications
- Who is doing what
- Estimated sales levels and forecasted evolution
8. Status of MEMS product business case for cell phone applications
9. Analysis of the impact of foundries services in the MEMS supply chain
10. Analysis of the competiting solutions for MEMS in cell phones applications
11. Analysis of the current and future key MEMS manufacturing technologies in cell phone applications
- Deep Etching (DRIE)
- Monolithic integration of MEMS and IC
- Wafer Level Packaging (TSV/3DIC)
- Plastic molding assembly
- Wafer level testing
- Analysis of the major bottlenecks and challenges
12. Synthesis and future challenges
13. APPENDIX
- Overview of the MEMS market
- Evolution of the MEMS industry
- Introduction to the mobile phone industry
- Definitions
