Steady Growth for MEMS in 2013 and Beyond

Transcription

1 MEMS Market Overview: Steady Growth for MEMS in 2013 and Beyond Pascal Viaud, CSO Taipei, September Cours Emile Zola, F Villeurbanne - Lyon, France Tel: Fax: Web:

2 Outline Introduction Yole Développement Update on the Global MEMS Market MEMS for Mobile Examples of New Successful Applications Diversity of Technologies Conclusion

3 INTRODUCTION

4 Fields of Research Activity Founded in 1998, Yole Développement is a global market, technology and strategy consulting company involved in : Photovoltaic Power Electronics & Compound Semi Microfluidic & MedTech MEMS & Image Sensors Advanced Packaging LED, OLED & LD Equipment & Materials

5 MEMS Market Historical Data in US$M $ MEMS Markets ($M) Source Yole Développement $ $8 000 $6 000 $4 000 $2 000 $ $M $5 240 $5 630 $6 350 $7 200 $6 800 $7 538 $8 880 $9 934 $

6 UPDATE ON THE GLOBAL MEMS MARKET

7 $25 000M $20 000M $15 000M MEMS markets by application (in US$M) MEMS $M forecast per application & CAGR March 2013 Telecom 11.7% Medical 22.8% Industrial 11.5% Defense 11.9% Consumer 11.6% Automotive 5.5% Aeronautics 6.4% $6.3B Telecom Medical Industrial Defense $10 000M $1.8B $9.8B Consumer $5 000M $ 0M $5.0B $2.6B $3.6B Automotive Aeronautics

8 Continued Strong Growth Forecast (in US$M) Yole Developpement March

9 Forecast (in Munits) Yole Developpement March

10 2012 MEMS Players Ranking Top 30 Yole Developpement March

11 MEMS FOR MOBILE

12 MEMS devices in volume in 2013: IMU combo Simplified View of TODAY (2013 s) Smart-Phone Board MEMS in red Magnetometer MEMS microphones Pressure sensor Humidity + Temperature sensor BAW filters and duplexers Antenna tuner

13 Simplified View of TOMORROW (2018 s) Smart-Phone Board MEMS in red New MEMS devices in volume in 2018? 9-axis combo Pressure + Humidity + T combo More microphones! Silicon timing for XO / TCXO / 32kHz clock Antenna switching Gas / biochemical sensors Auto-focus MEMS mirrors Microspeaker Touchscreen? IR sensor? Energy harvesting? Joystick? UV sensor? LIDAR? Ultrasonic sensor? Radiation sensor?

14 MEMS Value Proposition in Mobile Devices Better communication performances Sound quality High volume Small production Sampling / R&D DelfMEMS switch Wispry antenna tuner on cell phone board Sand 9 MEMS Oscillator AudioPixel microspeaker Knowles microphones Scanning mirror from Lemoptix Polight MEMS autofocus Mirasol display Improved visual experience Navigation & environment sensing Sensirion Humidity Sensor Freescale pressure sensor Nectar fuel cell STM 9-axis Increased battery lifetime TI temperature sensor versus a competing thermopile sensor Infra red sensing Thermal imager MuOptics NextInput SoftTouch interface New tactile interface

15 MEMS Market in Mobile ($M) Better communication performances DelfMEMS switch $11M (2012) Scanning mirror from $1140M Lemoptix (2018) $388M (2012) $1166M (2018) Polight MEMS autofocus Mirasol display Improved visual experience Wispry antenna tuner on cell phone board Sand 9 MEMS Oscillator $438M (2012) AudioPixel microspeaker Navigation & environment sensing Sound quality $868M (2018) Knowles microphones Sensirion Humidity Sensor $492M (2012) Freescale pressure sensor $1691M (2018) $0 (2012) NA (2018) Nectar fuel cell STM 9-axis Increased battery lifetime TI temperature sensor versus a competing thermopile sensor $0M (2012) $52M (2018) Infra red sensing Thermal imager MuOptics $0M (2012) NA (2018) NextInput SoftTouch interface New tactile interface

16 Key MEMS Players in Mobile Better communication performances Sound quality DelfMEMS switch Wispry antenna tuner on cell phone board Sand 9 MEMS Oscillator AudioPixel microspeaker Knowles microphones Scanning mirror from Lemoptix Polight MEMS autofocus Mirasol display Improved visual experience Navigation & environment sensing Sensirion Humidity Sensor Freescale pressure sensor Nectar fuel cell STM 9-axis Increased battery lifetime TI temperature sensor versus a competing thermopile sensor Infra red sensing Thermal imager MuOptics NextInput SoftTouch interface New tactile interface

17 Successful Companies Are Still Large Leaders in Distinct MEMS Categories

18 Drivers for Mobile Care Applications Level of integration Time Health Phone Mobile Care Everywhere Care Point of Care Smartphone & Tablet revolution Hospital Care Feature Phones

19 EXAMPLES OF NEW SUCCESSFUL APPLICATIONS

20 Pressure and Humidity Sensors 2 new killer apps! Pressure sensor now used in high volume For GNSS improvement today, and for LBS services soon Humidity + temperature sensors are also adopted in 2013 Sensirion SHTC1 (2 x 2 x 0.8 mm) - Digital humidity sensor integrated in Samsung Galaxy S

21 Drivers for RF Tuners and MEMS value proposition Drivers for RF tuners Increasing number of bands and antennas LTE Carrier aggregation Operators demand for more users per BST + more data per user Smaller antennas for smaller phones MEMS value proposition Very high Q Excellent linearity over wide frequency range Low loss High capacitor range Digital control, that can be integrated Low power consumption (electrostatic actuation)

22 Wispry reverse engineering Extract from the reverse costing report Wispry RF MEMS Antenna Tuner (published in Jan. 2012)

23 Proliferation of RF tuners First Epcos close loop tuner on the market!

24 DIVERSITY OF TECHNOLOGIES

25 Market ($M) Combos are Driving the Inertial Sensor Market Discrete sensors decline but will still be used in some platforms 6-axis IMUs are the hottest market since 2012 Because of strong price pressure and high adoption rate, the total market will stabilize from Inertial sensors for mobile phones and tablets market ($M) Yole développement May MEMS accelerometers Magnetometers 6DOF E-compass MEMS gyroscopes 6DOF IMUs 9DOF Combos

26 L3G4IS Dual Core Gyro Teardown of Nokia Lumia 920 This gyro is integrated in the cameramodule and is able to provide both the image stabilization function and the user interface function (replace the gyroscope on the main board)

27 InvenSense MPU-6050

28 InvenSense MPU-9150

29 No. of Patent Families Evolution of the MEMS Gyro Patent Publication Timeline Patent Filing Trends for MEMS Gyro Technologies (includes relevant and related) Note: Most patents filed in not published yet Priority years

30 Is IP Used in Commercial Products? Some examples IP Product on the market IP Product on the market IP Product on the market IP Product on the market + hundreds of variations

31 Regional Comparison Percentage of filed patents vs. revenues by headquarters location 60% Regional Comparison of % Filed Patents vs. Revenue by Competitor HQ Location Yole développement Feb (includes relevant and related) Geographical patent distribution by publication country 50% 40% 30% Total 2012 revenue by competitor location in % % of filed patents 20% 10% 0% Japan USA China Germany Other In domain patents are filed mainly by firms and universities located in Japan and the USA However, a significant portion of the actual business is done by German (Bosch) and Italian (STMicro) companies. The lesson: generating patents doesn t mean generating business!

32 TOP 10 Leading Patent Applicants Top 10 Patent Assignees for MEMS Gyro Patents (includes relevant and related) Assignee No. of Patent Families PANASONIC (JP) MURATA (JP) SONY (JP) BOSCH (DE) HONEYWELL (US) SEIKO EPSON (JP) ADI (US) WACOH (JP) ST MICRO (FR/IT) CEA (FR) UNIV SHANGHAI (CN) QUALCOMM (US) DRAPER LABORATORY (US) INVENSENSE (US) MOVEA (FR) Relevant Related Notes: - Graph doesn t include licensing agreements (i.e. from CEA to Movea for some patents, while post-2008 co-developed patents are included in both CEA and Movea s portfolios) - VTI Technologies patents are included within Murata s

33 CONCLUSION

34 Summary MEMS industry is big and growing: $ 22.5B market in 2018 Strong market pull observed for sensors and actuators in Mobile Not limited to few devices. A new wave of MEMS is coming! IP position is now critical in this highly competitive market

35 Contact Taiwan / Greater China: Thank You 謝謝 Ms. Mei-Ling TSAI 蔡美玲 T E meiling.tsai@yole.com.tw For more information Subscribe to our magazines Check out our reports Copyrights Yole Développement SA. All rights reserved.