6- & 9-Axis Sensors Consumer Inertial Combos 2014 Report by Yole Developpement
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The document discusses the evolving market for consumer inertial combo sensors, emphasizing their rapid adoption across platforms like smartphones and wearables. It highlights key players, market growth projections, and the importance of sensor fusion in driving new functionalities and applications within the industry. The report serves as a resource for various stakeholders, including MEMS manufacturers, R&D centers, and investors, looking to navigate the consumer inertial sensor landscape.
6- & 9-Axis Sensors Consumer Inertial Combos 2014 Report by Yole Developpement
- 1. © October 2014 6-& 9-Axis SensorsConsumer Inertial Combos Actors focus on sensor fusion when discrete sensors are flattening and combo sensors perform well. Next stop, wearables !
- 2. About The Authors Guillaume GIRARDIN Guillaume Girardinworks as a Market & Technology Analyst for MEMS devices and technologies at YoleDéveloppement. Guillaume holds a Ph.D. In Physics and Nanotechnology from Claude Bernard University Lyon I and a M.Sc. in Technology and Innovation Management from EM Lyon -School of Business. Contact: girardin@yole.fr EricMOUNIER In 1998, he cofounded YoleDévelopement. Eric is in charge of market analysis for MEMS, equipment & materials. He is Chief Editor of MEMSTrends& Micronewsmagazines. Before joining YoleDéveloppement, Eric worked as a market analyst at CEA Leti. He has a PhD in microelectronics from the INPG in Grenoble. Contact: mounier@yole.fr Yole Développement Copyrights 2014 - 6 & 9 Axis Sensors: Consumer Inertial Combos 2
- 3. Who Should Be Interested in this Report? •MEMS device manufacturers •Evaluate market potential of future technologies and products •Understand the differentiated value of your products and technologies in this market •Build roadmaps for modules: what type of combos? When? •Identify new business opportunities •Identify potential strategic partners or technology providers •Monitor and benchmark your competition’s advancements •MEMS foundries, material and equipment suppliers, packaging and test houses •Understand which applications will drive volumes in 2019 •Identify new business opportunities and prospects •Microcontroller and Application Processor specialists •Spot new opportunities and define diversification strategies •System integrators and developers ( mobile devices, gaming, sports & fitness, etc.) •Evaluate market potential of future technologies and products to differentiate your own products •Evaluate the benefits of using these new technologies in your end-system; design architecture for the next generation of systems •Screen potential new suppliers able to provide new functionalities, or cost and size savings •R&D centers •Evaluate market potential of future technologies and products for new applicative markets •Identify the best candidates for technology transfer •Financial & strategic investors •Understand the structure and value chain of the consumer inertial sensor industry •Estimate the value of players developing disruptive products and technologies such as monolithic integration and smart modules •Get the global list of main key players and emerging start-ups in this industry Yole Développement Copyrights 2014 - 6 & 9 Axis Sensors: Consumer Inertial Combos 3
- 4. Companies Cited in this Report 94Fifty, Adidas, Aichi MI, AKM, Alps Electric, AMS, Analog Devices, Apple, Archos, Aruba Networks, ASE, Atlas, Atmel, Babolat, Blackberry, Bosch Sensortec, Broadcom, Cambridge Mechatronics, Casio Micronics, CSR, DNP, Domintech, EMMicroelectronics, Epson, FitBark, Fitbit, Freescale, Fujitsu, Full Flight Technology, Garmin, Gionee, GlobalFoundries, Google, Hana Microelectronics, Hillcrest Labs, Hisense, Honeywell, HTC, Huawei, ICsense, Instabeat, Intel, InvenSense, Isentek, Jabra, JCAP, Kionix, KYEC, Kyocera, LG, LingsenPrecision Industries, Marvell, Maxim, mCube, Mediatek, Melexis, Memsic, Metaio, Microsistemler, Microsoft, MiraMEMS, Mobiplex, Mosoro, Motorola, Movea, MultiDimensionTechnology, Murata , NEC, Nike, Nikon, Nintendo, Nokia, Nvidia, NXP, Nyko, Orbotix, Panasonic, Pantech, Parrot, Pebble, PNI Sensors, QFO Labs, QST, Qualcomm, Qualtre, Recon, Rohm, SAE Magnetics, Samsung, Senodia, Sensitec, SensorPlatforms, Sharp, Sigurd, SixenseEntertainment, SMIC, Sony, Sony Mobile , Spreadtrum, STMicroelectronics, TCL, Teledyne DALSA, ThalmicLabs, TI, TomTom, Toshiba, Tronics, TSMC, TUMEMS, Vuzix, Whistle, Withings, Xfab, Xiaomi, Xsens, Yamaha, ZTE… Yole Développement Copyrights 2014 - 6 & 9 Axis Sensors: Consumer Inertial Combos 4
- 5. Introduction •2013,inthecontinuityof2012,wasahotyearforconsumercombosensors,withhighvolumeadoptioninplatformssuchasSamsungGalaxySsmartphones.Sincethen,manydevelopmentshaveoccurred,andthemarketacceptanceofcombosolutionshasbeenquickbutasfastweexpected,it’struefor6-axisIMU(adoptedinagrowingnumberofplatforms)butalsofor6-axise-compass(shipmentsarereachingnewrecordseverymonth).Inaddition,9-axissolutionsarebeingslowlyintroducedtothemarketwithamajortarget,thewearablemarket.Innovativesolutionsshouldfollow:withintegrationofpressuresensing,healthsensors,processingunits,andRFcapabilities…. •Thecombosensormarketisestimatedat$420Min2013,$585Min2014,growingto$1.4Bin2019.Thisrepresents28%oftheglobalinertialconsumermarketin2014,andwillgrowtoanimpressive60%by2019.Whilesmartphonesandtabletsarenowdrivingvolumeincreasesandadoptionofcombos,thepictureshouldbedifferentin2019.Thenextmarketwaveshouldcomefromwearableelectronics,wherelong-termmarketpotentialishuge.Whilecombosensorswilltakeasignificantportionoftotalmarketshare,opportunitieswillremainfordiscretesensors:fromaccelerometersusedinbasicactivitytrackerstogyroscopesforcameramodulestabilization. •Theroadwasnotsoeasyforinertialcombosandsomechallengesstillneedtobesolved.Outsideoftheoffering,whichisstillsmallerthanwithdiscretesensors,combosensorsaresometimessaidtobeinaccurateortocreateconstraintsforplacementontheboard(formagneticfielddetection:atinymagnetometerdieisoftenpreferredthanalargercombopackage).Footprintreductionwastheonlyargumentinfavorofcombosinthepast.Howeveritisfairtosaythatsignificantachievementshavebeenmadeinthepastcoupleofmonths.Mostofthepastyieldissueshavebeensolved,leadingtolowerprices.Inaddition,combosolutionsfacilitatebothqualificationandtestingattheintegratorlevel,anddevelopmentofsensorfusion.Thisreportdescribesthemotivationsforeachtypeofcomboandanalyzesthetimingformarketadoptionforeachend-application. Combo sensors will almost triple from 2014 to 2015 Yole Développement Copyrights 2014 - 6 & 9 Axis Sensors: Consumer Inertial Combos 5
- 6. Introduction •STMicroelectronicsisstillthegloballeaderintheinertialconsumersensormarketwithalmost40%marketshare.ButcompetitionwithBoschandInvenSenseisgettingmoreandmoreintense,botharetheonlyonesabletocompetewithhimtodayandaretakingmarketshareoverST.Itiskeytobeabletocontrolthedifferenttechnologiesortoestablishtherightpartnershipstosellalargerangeofcombosolutions.STstartedtosellitsownmagnetometerin2013,amarketwithagrowthexpected,whileBoschhasbeenveryactiveinlaunchingnewproductlinessince2012. InvenSensehasjustpartneredwithMelexisasanalternativesourcetoAKMforthemagnetometerdiein9-axissolutions,althoughthisisnotofficialinformation. •ST,InvenSenseandBoscharethethreebigcompetitorsinthe9-axisracewithastrongfocusedonwearablemarket. •Priceisstillsharplydropping,withIMUssoldtosomelargevolumecustomersbelow$1in2013.Tostayintherace,the3leadersaregoingtointroducetechnicalinnovations:monolithicintegrationof6-to9-axis,useofTSV,chipscalepackaging,andactivecapping… •Currentchallengersandnewcomersareeyeingthiscomboopportunityandexpecttotakemarketsharewhilethesupplychainisnotyetmature. Kionix,Freescale,AlpsElectric,Fairchild,Maximandmorethan10othercompaniesaretargetingthismarketspace.Newbusinessmodelsarebuiltandmorefablesscompaniesarelikelytobeinvolvedinthecombomarket.Detailsonnewcomertechnologiesandroadmapsareprovidedinthereport. 4 players share 75% of the market, Is there any room for newcomers? Yole Développement Copyrights 2014 - 6 & 9 Axis Sensors: Consumer Inertial Combos 6
- 7. Introduction •Sensorfusiondevelopmentsistakenseriously.RecentacquisitionofcompanieslikeMovea,orWifislamorCSRisaproofofhighinterestofthesensorfusion.Therehasbeenhypeaboutitformanyyearsandnowwestarttoseecommercialimplementation.Thefirstrealproductswithsensorfusionarealreadyonthemarket,suchassensorhubsinthelatestsmartphonesandtabletsfromSamsungandmorerecentlyfromApple, withtheM8processoriniPhone6&6Plus.Inaddition,GPSchipsetswithindoornavigationcapabilityrelyingonMEMSsensorsarenowavailablefromCSR,QualcommandBroadcom. •ThereportprovidesadetailedunderstandingofthesensorfusionroadmapandhowitwillimpacttheMEMSindustry: •Newmarketopportunities:Forinstance,contextawarenessfunctionalitiesareontheroadmapofvariousplayers •Newarchitectures:SensorhubsasMCUsorlow-powerapplicationprocessorcoreplayanincreasingrole,whilestandardizationinitiativesareongoing •Technicalimpact:Betterinertialperformancecanberequestedforsomefunctions •Changeinvaluerepartition:Differenttypesofcompaniesareplayinginthesensorfusionecosystem.Weseethefirstsignsofconsolidationascollaborationsalongthevaluechainaresetup(QualcommwithCiscoSystemsandCSR,ArubaacquisitionofMeridian,AppleacquisitionofWiFiSLAM,InvenSenseacquisitionofMovea…) Value is moving to function delivery with embedded sensor fusion Yole Développement Copyrights 2014 - 6 & 9 Axis Sensors: Consumer Inertial Combos 7
- 8. Motivation for Combo Solutions •Combo sensors are increasingly adopted, driven by benefits linked to integration: –Possibility of reducing both cost and footprint by combining several sensors into one package with a single ASIC –Significant benefits are now proven for most combo solutions: •Often cost benefit and total footprint benefit •Simplification of supply chain and qualifications •Over time those benefits become more obvious, increasing the interest in combos for many applications –However there are still challenges for adoption: •Combo package size is a critical item especially when it contains magnetometer •Risk at the supply chain level: not wide offering so far •Over time those limitations decrease (miniaturization…), enabling the adoption of combos •The second key motivation for using combo sensors relies on sensor fusion –New functionality can now be offered using multiple sensing elements •We see a strong evolution from sensors to solutions •See examples of new applications in the sensor fusion part Synthesis Discretesensors Combo packages Lowerprice Smaller footprint Facilitatesqualif& testing Facilitatesensorfusion Lowercost(yieldissue in combos) More suppliers Betteraccuracy Facilitatesmagneticsensorplacement Yole Développement Copyrights 2014 - 6 & 9 Axis Sensors: Consumer Inertial Combos 8
- 9. Combo Sensor Roadmap Levelof integration 2011201220132014201520162017 20182019 + RF + sensorfusion +… Yole Développement Copyrights 2014 - 6 & 9 Axis Sensors: Consumer Inertial Combos 9
- 10. Package Size Evolution Typical package footprint for sensors used in mobile devices Yole Développement Copyrights 2014 - 6 & 9 Axis Sensors: Consumer Inertial Combos 10 2008 2009 2010 2011 2012 2013 2014 2015 Accelerometers Magnetometers Gyroscopes 6-axis E-Compass 6-axis IMU 9-axis 4x4 mm² 3x3 mm² 2x2 mm² 1.6x 1.6 1.4x1.4 2.2x2.2 mm² 3x3 mm² 4x4 mm² 3x3 mm² 2x2 mm² 3x3 mm² 4x4 mm² 1.6x 1.6 3x3 mm² 4x4 mm² 2.5x2.5 mm² 3x5 mm² 2x1.1 mm² 2x2 mm² 2.5x3 mm²
- 11. Global Market Evolution •The global inertial market is growing from $2.06B in 2013 to $2.34B in 2019 •The market for discrete sensors starts to decline •However opportunities remains with applications such as wearable electronics or camera module OIS •Combo sensors will represent the majority of the market during 2018 •6-axis IMUs and then 9-axis solutions should dominate •ASP keeps decreasing and competition is stronger than ever! IMUs were already priced below $1 in 2013. •Smartphones remain the application that will drive the market for the next few years •Then wearable electronics is the most promising high-volume opportunity at medium to long term 11 Combo sensors strongly impact the market! Yole Développement Copyrights 2014 - 6 & 9 Axis Sensors: Consumer Inertial Combos
- 12. Mobile Phones and Wearable Electronics are Driving Growth •Sensor volumes are booming •Cell phones are still driving the growth in volume •At long term, wearable electronics is also a very high volume opportunity 12 2012-2019 Market (Munits) Yole Développement Copyrights 2014 - 6 & 9 Axis Sensors: Consumer Inertial Combos
- 13. CompetitiveSituation Consolidation is happening with the 4 big players that share more than 75% of the business Yole Développement Copyrights 2014 - 6 & 9 Axis Sensors: Consumer Inertial Combos 13
- 14. Apart from Magnetometers, STMicroelectronics is the Dominant Company by Far Yole Développement Copyrights 2014 - 6 & 9 Axis Sensors: Consumer Inertial Combos 14
- 15. Sensor Fusion makes waves in the value chain Players moves toward the function/application Software Vendors Chipset Makers MEMSManufacturer System / Servicesproviders 15 Yole Développement Copyrights 2014 - 6 & 9 Axis Sensors: Consumer Inertial Combos From product toward application •Value chain of sensor fusion is moving a lot! •Value is no more in the core product, sensor fusion is about software. Companies have to find value in the application, therefore, acquisitions are booming. •Many companies acquired software vendors, but some of them did it differently related to their position. For instance, Bosch, MEMS manufacturer, develops internally and collaborates with Hillcrest Labs on sensor fusion. •Two types of chain consolidation is emerging. InvenSense structures his chain from core product toward application by acquiring Moveaand Trusted positioning. Apple, with WifiSlam, tries to capture value with software in the other direction. •In the middle, chipset makers’ strategy, like Audience or Qualcomm, is to develop where opportunities are.
- 16. AvailableMEMS Reports MEMS Cosim+ MEMS Manufacturing Cost Simulation Tool ThinFilms Inertial MEMS Manufacturing Trends 2014 ThinWafer Handling MEMS Microphones RF Filters, PAs, Antenna Switches & Tunability for Cellular Handsets Trends in MEMS Manufacturing & Packaging Ferro-Electric Thin Films Motion Sensors for Consumer & Mobile applications Uncooled Infrared Imaging Techology& Market Trends IMU & Gyrofor Defense, Aerospace & Industrial Statusof the CMOS Image Sensors New! New! Sensor fusion of acceleros, gyros & magnetometers New! New! MEMS Front-End Manufacturing Trends MEMS for Cell Phones and Tablets MEMS Pressure Sensor Statusof the MEMS Industry New! New! New! Infrared Detectors Technology & Market Trends EmergingMEMS patent New!
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