Mems 2013 mef_yole
- 1. Status of the MEMS industry: How mobile phone and high end applications are reshaping the MEMS business. Le Quartz,75 cours Emile Zola 69100 Lyon-Villeurbanne, France Tel : +33 472 83 01 80 - Fax : +33 472 83 01 83 Web: http://www.yole.fr © 2012
- 2. Fields of Expertise • Yole Developpement is a market, technology and strategy consulting company, founded in 1998. We operate in the following areas: Photovoltaic Power Microfluidic Electronics & Med Tech Advanced Packaging MEMS & image sensors HB LED, LED & LD Equipment and materials • Our expertise is based on research done by our in-house analysts, conducting open-ended interviews with most industry players. • 30 full time analysts with technical and marketing degrees • Primary research including over 3,500 interviews per year © 2012 • 2
- 3. Mission Statement: Knowledge-Based Company • Help our customers develop their business through specific analysis, reports & services providing: – Accurate market data, market segmentation and marketing analysis – Technology evaluation; cost estimates and COO analysis – Patent portfolio analysis, licensing strategy and implementation – Identification of strategic development opportunities for companies and business units – Support for M&A, due diligence, and identifying new investors – Advertising opportunities in YOLE magazines, webcasts and specific events • You get operational results from Yole analysis and actions © 2012 • 3
- 4. 4 Business Models • Custom Analysis: – Largest part of Yole activities – Covered by NDA agreement – A few days to several months of work, depending on objectives • Published Reports: – An average of 40 reports published every year – Available individually or through Annual Subscription Program – Market and technology reports, Patent analysis, Reverse Engineering/Costing reports and Reverse Costing tools • i-Micronews Media: – Newsletters and webcasts on 3D, MEMS, Power electronics, LED and imaging – Advertising services providing access to our 45 000+ subscribers to be visible and diffuse information on your company and products • Yole Finance services: – M&A (buying and selling) – Due diligence – Fund-raising services © 2012 • 4
- 5. Our Global Activity 40% of our business is in EU Countries 30% of our business is 30% of our business is in North America in Asia Yole Paris Yole Développement Lyon HQ S+C Yole Korea Yole Inc. Yole Japan Yole Taiwan © 2012 • 5
- 6. Some of Our Customers Financial investors Suppliers (equipment, Component Integrators, system & industry advocates wafers, materials) manufacturers suppliers & end users R&D Organizations © 2012 • 6
- 7. MEMS MARKET TRENDS © 2008• 7
- 8. An Expanding Array of Products maturity of selected MEMS devices with expected CAGR to 2015 Inkjet printheads BAW duplexers Optical MEMS for projection / 6% Optical MEMS switch / 19% Automotive TPMS Microphones / 11% Microbolometers / 12% Accel / Gyro combos (ESC…) / 49% Accel/Gyro combos for mobile / 80% Energy harvesting Silicon oscillators MEMS Speakers Auto Focus / 348% RF-MEMS for radio front end module / 171% 9/10DOF inertial combos / 105% MEMS mirrors picoprojectors Microdisplay / 110% Emerging Development Mature Decline © 2008• 8 2008 Copyrights © Yole Développement SARL. All right reserved.
- 9. Continued Strong Growth 2011-2017 Forecast (in US$M)(in M$) MEMS Market forecast 2009-2017 value $25 000M Other Yole Developpement © March 2012 Oscillators RF MEMS Microdispensers (microfluidics) $20 000M Microfluidics for IVD Microfluidics for Research Other optical MEMS $15 000M Projection systems Micro displays PIR & Thermopiles $10 000M Microbolometers Inertial combos Digital Compass Gyroscopes $5 000M Accelerometers Microphones Pressure Sensors $0M InkJet Heads 2010 2011 2012 2013 2014 2015 2016 2017 © 2012 • 9
- 10. TOP 30 MEMS Players Global ranking $1 200 2011 TOP 30 MEMS Players Yole Développement March 2012 Yole Developpement © April 2012 913 907 $1 000 762 738 $800 US$M $600 362 336 $400 284 279 261 255 251 250 237 174 153 150 144 144 136 121 110 $200 102 90 77 76 75 62 56 55 51 $0 © 2012 • 10
- 11. 2011 MEMS Ranking – 2011/2010 CAGR TOP 30 Ranking 2011/2010 CAGR Ranking TOP 30 MEMS Players 100% Yole Developpement © April 2012 80% 60% 40% 20% 0% -20% -40% © 2012 • 11
- 12. TOP 30 MEMS Foundries Global ranking 2011 MEMS Foundries Ranking Yole Développement March 2012 245 $250 Yole Developpement © April 2012 $200 $150 US$M $100 49 47 37 $50 26 24 23 20 17 16 15 15 12 12 9 9 8 7 7 6 4 4 4 3 2 2 $0 © 2012 • 12
- 13. “Alpha” MEMS Companies Top 4 suppliers have >50% market share in 5 different CE MEMS markets © 2012 • 13
- 14. MEMS in Mobile Devices 2011 by product category © 2012 • 14
- 15. 2009-2011 market shares evolutions ST is growing, Avago decrease InvenSense appears © 2012 • 15
- 16. 2011 market shares for discrete inertial sensors © 2012 • 16
- 17. Making Money in MEMS microphone estimation MEMS Microphone Cost Structure in 2012 MEMS die 16.5% Gross margin (S&M, G&A, R&D, Op margin) ASIC die 43.0% Yole Développement © April 11.6% 2012 Final packaging Test & yield 25,2% losses 3.6% 2012: $508M; 1.4B units © 2012 • 17
- 18. 2011 Key MEMS Player Activity Estimate outsourced packaging assembly, test & calibration ~ ~ ~ ~ ~ $430M ~ $2B $8B $0.4B $1B $250M Fabless / ASIC MEMS WLP BE & Test Substrate IDMs OSATs Fab-light foundries foundries houses houses houses * Revenue estimates related to MEMS © 2012 • 18
- 19. Next Wave of MEMS Freescale pressure sensor DelfMEMS switch Sand 9 MEMS Oscillator AudioPixel microspeaker Oscillators + micromirrors + displays + switches & variable capacitors + temperature sensors + AF + microspeakers + other Sensirion Humidity Sensor emerging MEMS From $13M to $2.3B market (2017) Samsung Galaxy Beam features (in cell phones and tablets) TI DLP Wispry antenna tuner on cell phone board NextInput SoftTouch interface Polight MEMS autofocus TI temperature sensor versus a competing thermopile sensor © 2012 • 19
- 20. Emerging MEMS Overview • Established MEMS includes: 20000 2011 - 2017 MEMS market (M Units) Market (M Units) InkJet Heads, Pressure Sensors, Yole Développement © June 2012 Microphones, Accelerometers, Gyroscopes, 15000 Magnetometers, Inertial combos, 10000 Microbolometers, Other optical MEMS, Other RF MEMS (BAW…), Microfluidics for 5000 Research, Microfluidics for IVD, 0 Microdispensers (microfluidics) 2011 2012 2013 2014 2015 2016 2017 Emerging MEMS 142 234 368 615 1 139 1 792 2 620 • Emerging MEMS includes: PIR & Established MEMS 5 775 7 135 8 754 10 378 12 054 13 941 16 181 Thermopiles, Microdisplays, Micromirrors for 2011 - 2017 MEMS market ($M) mobile phone and tablet embedded 25000 Yole Développement © June 2012 picoprojectors, Auto focus, RF MEMS switch Market ($M) 20000 & varicap for mobile devices, Oscillators, Others (microstructures, micro speakers…) 15000 10000 5000 0 2011 2012 2013 2014 2015 2016 2017 Emerging MEMS $339M $445M $639M $956M $1 523M $2 080M $2 803M Established MEMS $9 896M $11 065M $12 182M $13 740M $15 011M $16 554M $18 448M © 2012 • 20
- 21. Emerging MEMS Application breakdown 2011 market ($M) 2017 market ($M) 2011-2017 CAGR PIR & Thermopiles $61M $107M 9.8% Microdisplays $5M $261M 91.0% Micromirrors for mobile phone and tablet $1M $434M 188.6% embedded picoprojectors Auto focus $0M $327M - RF MEMS switch & varicap for mobile devices $1M $220M 160.4% Oscillators $24M $463M 63.6% Others (microstructures, micro speakers…) $247M $991M 26.0% Note: Microbolometers were counted as emerging MEMS in our previous forecasts. Now this is not considered as emerging MEMS anymore © 2012 • 21
- 22. MEMS Autofocus for Consumer Camera Modules A new killer application for MEMS starting in 2013 • By 2017, we believe the WLAF market could be a $330M market, mostly for cell phones • Existing players are in a product introduction phase and new players are emerging: – PoLight is expected full volume production beginning of 2013 – Lensvector and Tessera Digital Optics are developing new products – WaveLens is a start up from CEA LETI. Wafer level liquid lens technology is developed both for visible auto focus and for infrared autofocus – Other players could appear. Rumors about MEMS AF development at several large Mems manufacturers… Piezo MEMS option: MEMS actuator option: – Polight development (production 2012) – Tessera DOC development – Very small size – Silicon actuator (2nd generation). Tessera keeps – Very fast – But degrades image quality (because a lens is added), investing this year, but success is not sure but less degradation than with Liquid Crystal – Low power consumption – Could be more expensive than VCM – But fragile & expensive – Different designs are needed at the system level (only one lens moved, not entire set of lenses) © 2012 • 22
- 23. Increasing Interest for Temperature and humidity Sensors • Low cost temperature sensors are commodity products – Offered by TI, Maxim… (not MEMS technologies). E.g. Motorola Droid RAZR integrates a digital temperature sensor from TI – Combination with humidity sensors is also of interest for some mobile applications • Sensirion is a leading manufacturer of temperature and Humidity Sensor SHT21 humidity sensors – 300 employees – Largest markets are industrial, automotive for mass flow sensors and pressure sensors – Sensirion started to supply temperature + humidity sensors to Lenovo phones in China (low volumes) • MEMS vision is a new startup involved in this space – Humidity sensors based on SiC MEMS above CMOS technology • This type of sensor has a bright future in mobile devices – Smaller, cheaper version are expected (now less than $1 in volume) – Specific Android APIs from Android 4 have been developed market can take off more easily (various uses: applications such as mobile weather station, sports, cosmetic – sense humidity of skin, user interface…) MEMS vision digital humidity and temperature sensor © 2012 • 23
- 24. MEMS Thermopiles Enable New Markets E.g. Texas Instrument, Omron, Panasonic • Texas Instrument introduced an infrared thermopile in 2011 – Manufacturing on a 6 inch fab. CMOS is done first, then MEMS thermopiles on top of it • Omron and Panasonic have announced Mems based thermopile simple imager for mobile applications • Many different applications are being developed – This does not sense ambient temperature but temperature of objects (contact-less). Not really the same use as temperature sensors TMP006 temperature sensor versus a competing thermopile sensor – Body heat is the next application – But many other applications are developed by users now • Smartphone application is on the roadmap of all these manufacturers – Can IR imaging be implemented in a mobile phone? © 2012 • 24
- 25. Change in the market situation • Because of the increase of the competition among Mems companies, all Mems manufacturers are searching to propose more devices to existing customers • It drives also the interest on these new emerging devices from large companies © 2012 • 25
- 26. STMicroelectronics Partners 5 types of collaborations New foundry customers High volume foundry customers with specific agreements (co-design…) DEBIOTECH bluechiip bTendo Insuline nanopump (microfluidic). Tracking tags (Biobanks) Pico projector (mobile phones) Co-design, ST supplies sensor Co-design, ST supplies components Co-design, production and Kodak 2007: Beginning of collaboration 2011: beginning of collaboration promotion by ST Inkjet heads 2010: commercialization 2011: beginning of collaboration HP Cross Licensing with HP ST Inkjet heads manufactures the entire head Co-development, ST manufactures Collaboration since end 2006 – component beg 2007 (never announced) 1998: Beginning of collaboration VEREDUS MAYO CLINIC Lab on chip (microfluidic) SENSIMED Platform for the remote monitoring of Co-development, ST supplies the Smart contact lens For HP: 6inch fab in Singapore + 8 inch fab patients chip Co-development, ST supplies components (pressure sensor + in Italy (more recently: for fixed heads) Co-development, ST supplies 2009: development and design WLP) components 2011: successful deployment For Kodak: 8 inch fab in Italy 2009: collaboration announcement 2010: production 8 inch MEMS foundry in Italy Component sourcing Technology providers (software Customers / Partners for reference designs licensing / production tools) Honeywell Inertial combo (6+ freedom degrees) CSR Honeywell supplies magnetometer CEA-LETI Indoor navigation wafers R&D collaboration PNI Corp Co-development, sensors by ST, 2010: commercialization Started before 2000 (not announced, not verified) fusion application by CSR Software license from PNI for sensor fusion 2012: application demonstration … OMRON Microphone, gas meter flow sensor Sounchip FOXCONN Co-design, OMRON supplies key SPEA Motion sensor software for windows 8 High precision personal audio system Camera stabilization component Test bench development Co-development of software Full production & commercialization, Co-design, ST supplies 2009: collaboration for microphone collaboration 2011: release of software ST licenses Soundchip technology and components 2010: microphone release, 2003: Beginning of gives access to design software 2011: beginning of collaboration collaboration for gas meter collaboration 2011: beginning of collaboration © 2012 • 26
- 27. The Final Word … • The MEMS market is on a growing curve again and many changes are happening on the technical side, business model side and supply chain side. – 20% CAGR in units – 13% CAGR in revenues – To become a $21 billion market by 2017. • Every year brings new business to the MEMS landscape. – Today, combo sensors are reshuffling the cards in the motion sensing business – But the MEMS market is still very fragmented, with a number of high volume MEMS applications still limited today • However, a whole range of new MEMS devices has now reached the market and new “emerging MEMS” devices are coming as well: – Some of them have the possibility to ramp up to large volumes quickly: those that can be applied to mobile devices (RF MEMS switches, oscillators, auto-focus…) – Both sensors (humidity, touchscreen,…) and actuators (switches, energy harvesting…) are driving future growth – In addition to those emerging MEMS, growth of the MEMS market will come from existing sensors that are expanding into new market spaces, sometimes using new types of integration: e.g. pressure sensors for consumer. © 2012 • 27
- 28. • Please give me your business card if you want to get an electronic copy of this presentation. • If you have questions, please come and discuss with us! © 2012 • 28
- 29. Find Out More… About these markets: www.i-micronews.com About our company: www.yole.fr © 2012 • 29