Emerging MEMS Applications Driving Growth for the Next 5 Years

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1 Emerging MEMS Applications Driving Growth for the Next 5 Years Dr. Eric Mounier, Yole Développement rue Sainte Geneviève, F Lyon, France Tel : Fax : Web:

2 Yole Développement Yole Développement is a market research and strategy consulting company, founded in 1998 with headquarters in Lyon, France. Our fields of competence include: MEMS & Sensors Microfluidics Compound semiconductors & Substrates (SiC, GaN, AlN, ZnO) LED & Optoelectronics Power Electronics Photovoltaic Advanced packaging (3D IC, TSV, SoC, WLP) Nanomaterials Our research is performed by in-house personnel conducting open-ended discussion based interviews. 20 full time analysts with technical and marketing degrees Primary research includes over 2,500 interviews annually We have a global customer base and a global view

3 Our Global Activity 40% of our business is in EU Countries 30% of our business is in North America Yole Inc. Yole Paris 30% of our business is in Asia Yole Développement Lyon HQ GII Yole K.K. GII

4 Some of Our Customers Financial investors & industry advocates Suppliers (equipment, wafers, materials) Component manufacturers Integrators, system suppliers & end users R&D Organizations

5 2010 5

6 A Few Key Facts to Remember about MEMS MEMS remains a fragmented market: With few applications having a market size above $200M MEMS now deliver mission critical, value adding functionality The development of new MEMS applications is taking fewer years to be commercialized From first developments to first commercial product: Best case 4 years, average $45M funding 8 manufacturing infrastructure is needed for companies targeting consumer electronics Simplification of manufacturing remains an objective The MEMS law One product, one process, one package still rules MEMS packaging is clearly an added value step

7 $M MEMS Markets MEMS Forecast in $M May $ $ $ $ $ $ $ $ $ Others (microstructures, micro tips, flow meter ) Micro speakers Oscillators RF MEMS Microdispensers (microfluidics) Microfluidics for IVD Microfluidics for Research Other optical MEMS Projection systems Micro displays Microbolometers Digital Compass Gyroscopes Accelerometers Microphones 0 $ Pressure Sensors InkJet Heads

8 $M MEMS $M by Application $ $0 Telecom $ Medical $1 Industrial $9 Defense $3 Consumer $3 MEMS $M forecast per application May 2010 Automotive $1 Aeronautics $ $ $ $ $ $ $8 000 $6 000 $4 000 $2 000 $ Telecom $75 $88 $104 $123 $145 $177 $209 Medical $1 116 $1 357 $1 703 $2 145 $2 659 $3 315 $4 153 Industrial $926 $1 074 $1 270 $1 424 $1 637 $1 832 $2 118 Defense $316 $337 $361 $392 $416 $452 $ Consumer

9 Expanding Consumer Market, specifically for inertial MEMS

10 MEMS & Sensors in Mobile Phone

11 Success in Cell Phones Functions and applications MEMS Product Function MEMS based applications Pressure sensor Altimeter GPS/LBS services Silicon Microphone Voice sensing Replacement of ECM Accelerometer Gyroscope Tilt sensing User motion sensing Hand jitter measurement User motion sensing User interface: menu scrolling & games Pedometer & wellness monitoring GPS/LBS services Power saving modes Stabilized camera sensors User interface: Games GPS/LBS services Micro mirror Picoprojectors TV/Image projections Micro display Low power display Replacement of LCD display Tunable matching RF switch and varicaps networks Tunable antenna, Tunable PA, Tunable filters BAW/FBAR filters WCDMA duplexers Replacement of ceramic and SAW duplexers Oscillators Timing references Replacement of quartz filters Micro fuel cells Disposable fuel cartridge Power generation alternative or complimentary to batteries Micro autofocus Autofocus Autofocus of >5M camera sensors Micro zoom Zoom Optical zoom for >5M camera sensors Fingerprint sensor Fingerprint identification User data protection

12 Motion Sensors Bring Added Value Five groups of motion sensing functions are distinguished for cell phones

13 But Size Matters! Thickness decrease for the different Invensense s gyros

14 MEMS Products Life Cycle Who will Cross the Chasm? Inkjet Head Filters US$2B Market Value by 2015 Pressure sensors Accelerometers Gyroscopes µstructures RF Switches Microphones MEMS ID Energy harvesting Electronic Compass Microtips Autofocus/µZoom Microbolometers Micro mirrors µfuel cells MEMS Speakers Microdisplay MEMS Oscillators Emerging Development Mature Decline

15 2015 Market Value ($M) Emerging MEMS Market Value vs. CAGR >$500M µbolometers $100-$500M Digital Compass MEMS Oscillators µspeakers µtips µfuel cells $50-$100M µdisplays Auto-focus < $50M RFIDs µstructures 30% 60% 90% 120% 150% CAGR

16 Example MEMS Microbolometer Source Chipworks

17 Uncooled IR Market Uncooled IR detectors technologies sales breakdown % Microbolometers (VOx and asi) 95% Other detectors technologies (BST, thermopiles)

18 New European Challengers are Coming from the MEMS Industry First prototypes First samples First sales ??? Key period for new entrants

19 Conclusions Mobile phone and gaming represent real growth opportunities for a wide range of MEMS components. Life Sciences (diagnostic applications) is also interesting. MEMS is very promising for diagnostic applications enabling rapid testing with or without biological reagents. The technology penetration rate in this market is slow, but the opportunity is real given the level of investment and interest. And many exciting new MEMS developments are coming Innovation is coming both from the usage of the existing devices and new way to package / integrate the MEMS in a system Important successes since 5 years are linked to 2 innovations paths: usage & packaging, e.g. The success of STM with accelerometers is linked to usage The success of Invensense is linked to packaging innovation The success of the silicon microphone is linked to the packaging innovation The success of pico projector is link both to a new usage and new packaging

20 Thank you for your attention Our booth is no