MEMS Microphone: Market, Applications and Business Trends 2014 2014 Report by Yole Developpement
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The document provides a comprehensive analysis of the MEMS microphone market, projecting it to grow from $785 million in 2013 to $1.65 billion by 2019, with a CAGR of 13%. It highlights key players like Knowles and AAC Technologies, while noting trends such as multi-microphone integration in smartphones and emerging applications in various industries. Additionally, it discusses competitive dynamics, market share, and significant price decreases impacting market value growth.
MEMS Microphone: Market, Applications and Business Trends 2014 2014 Report by Yole Developpement
- 1. © 2014 MEMS Microphone 2014 Multi-mic smartphones, tablets and emerging consumer applications keep making the market booming: reaching $1.65B by 2019… Apple Samsung Wolfson Audio Hub Knowles mic – System Plus Consulting AAC mic - System Plus Consulting Bosch Akustica REPORT SAMPLE
- 2. © 2014• 2 Yole Developpement SA – Copyright 2014 - All right reserved. MEMS microphone report About the Author Wenbin Ding – Wenbin is responsible for MEMS market research at Yole Développement. She previously worked at research enter CEA, Grenoble France. She holds a Microelectronics Engineering degree from the National Engineering School in Caen, plus a Master of Business Administration from IAE Caen, France. – Contact: ding@yole.fr Frédéric Breussin – Frédéric Breussin is responsible for the MEMS and Sensors activity. He has supported many companies in their innovation and product development strategy in making the bridge between micro systems technologies and their applications in consumer, automotive, industrial, Life sciences, diagnostics and medical device industries. He holds an Engineering diploma from INSA Rouen & a DEA in fluid mechanics from University of Rouen. – Contact: breussin@yole.fr
- 3. © 2014• 3 Yole Developpement SA – Copyright 2014 - All right reserved. MEMS microphone report Report Objectives • This report covers: – MEMS microphones – All types of applications: • Mobile phones • Tablets • Other consumer applications: Notebook, camera, camcorder… • Medical • Automotive and others • The report objectives are: – To provide an update of the global MEMS microphone market – key market metrics & dynamics • 2013-2019 unit shipments and revenue by level of integration (3/6/9-axis) • Average selling price analysis and expected evolution • Market share for each level of integration – To describe main applications, focusing on key existing markets, and those that are emerging and showing the most promise • Functionalities provided, status in 2013, key players as well as global system trends • Emerging applications drivers, detection of new functionalities – To provide in-depth teardowns of current microphones used in main smart phones • Technology trends, packaging evolution • Teardown and reverse costing/engineering – To provide an in-depth analysis of the competitive landscape of the industry • Main players and their market share for each application • Recent M&A, new comers and disappearance • Emerging Chinese players
- 4. © 2014• 4 Yole Developpement SA – Copyright 2014 - All right reserved. MEMS microphone report What’s new since 2011 for MEMS microphone business What We Saw? What We Missed? • Yole Développement has followed the consumer MEMS microphone market for many years and publishes reports on this topic regularly. • Compared to the analysis performed in 2011: – We saw: • Huge adoption of MEMS microphones in all consumer applications, especially for smart phone and tablets • Rocketing growth of global MEMS microphone for consumer market • Aggressive price decrease because of high level competition • Medical, automotive and other markets are still in their infancy: not the focus of most players • Trends of integrating several microphones in one device to improve the performance • Big effort of manufacturers to make microphones smaller and more robust • Packaging patent disputes between main players (Knowles, AAC Technologies, Analog Devices…) • Dominant market place of Knowles with numerous emerging players all over the world • New business model, successful case of Infineon: supply of MEMS and ASIC dies to conventional microphone players • Arise of traditional ECM players in Asia – We missed: • Knowles lost its market share faster than expected • Audio hub to integrate several microphones in one device • Prices for high volumes decreased more sharply than expected • A larger amount of Chinese players appearing than expected because of the huge growth of Chinese smart phone market
- 5. © 2014• 5 Yole Developpement SA – Copyright 2014 - All right reserved. MEMS microphone report Total Market Forecast 2013-2019 in $M • Because of the price decrease, the market in value is growing more slowly than in volume. We believe it will grow from $785M to $1.65B by 2019. – CAGR: 13% 2013 2014 2015 2016 2017 2018 2019 Total market ($M) 785,0 929,0 1050,2 1173,7 1317,6 1482,8 1651,4 0 200 400 600 800 1000 1200 1400 1600 1800 $M MEMS Microphone Market in $M 2013-2019 Yole développement © February 2014
- 6. © 2014• 6 Yole Developpement SA – Copyright 2014 - All right reserved. MEMS microphone report MEMS Microphones Earphone handsets Cellphones / Smartphones Laptop / Notebook Consumer electronics Medical Automotive MEMS Silicon Microphones Microphone definition Applications Overview IoT
- 7. © 2014• 7 Yole Developpement SA – Copyright 2014 - All right reserved. MEMS microphone report Multi-Microphone Trend in Smartphones • Example: Evolution of iPhones – IPhone 5 uses 3 MEMS microphones from Knowles, AAC Technologies and Analog Devices • The primary microphone is used at the bottom of the phone to capture voice • The second one is located on the back and used to cut out ambient noise and improve sound quality • The third one (from ADI) is located beside the front camera in order to improve Siri’s (voice control) performance. • Chipset from Audience for CAN – Iphone 5S uses also 3 MEMS microphones from Knowles and AAC Technologies • Multi-microphone trend brings out fiercer competition! – When using 2 or more MEMS microphones in the cell phone, players prefer to buy them from different companies: it is always better to have a second source or a third source • Players are trying their best to reduce cost and improve performance to be differentiated from others – At the chipset level (Audience, Wolfson…), competition could also increase iPhone 4S: 2 mics from AAC and Knowles iPhone 5: 3 mics from AAC Knowles and ADI iPhone 5S: 3 mics from AAC Knowles
- 8. © 2014• 8 Yole Developpement SA – Copyright 2014 - All right reserved. MEMS microphone report Knowles is Still Leader but Competition Intensifies
- 9. © 2014• 9 Yole Developpement SA – Copyright 2014 - All right reserved. MEMS microphone report $785M 61% 13% 8% 7% 5% 2% 1% 1% 1% 1% Global MEMS Microphone Market Share in Value ($M) 2013 Knowles A B C D E F G … … … … … Yole développement © February 2014 Global market share in 2013Global market share in 2013
- 10. © 2014• 10 Available MEMS Reports MEMS Cosim+ MEMS Manufacturing Cost Simulation Tool Ferro-Electric Thin Films Inertial MEMS Manufacturing Trends 2014 Thin Wafer Handling Technology Trends for Inertials MEMS 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 & Gyro for Defense, Aerospace & Industrial Status of the CMOS Image Sensors New!New! Sensor fusion of acceleros, gyros & magnetometers Infrared Detectors Technology & Market Trends New! New! MEMS Front-End Manufacturing Trends MEMS for Cell Phones and Tablets MEMS Pressure Sensor Status of the MEMS Industry New! New! Emerging MEMS New! New!
- 11. © 2014• 11 Yole activities in MEMS www.yolefinance.com YOLE FINANCE M&A/ Due Diligence/ Fundraising/ Technology brokerage PARTNERS CONSULTING Market research/Technology & Strategy/Patent Investigation/ Reverse costing www.yole.fr MEDIA News portal/Technology magazines/ Webcasts/Communication services REPORTS Market & technology/Patent Investigation/Reverse costing Status of the MEMS Industry
- 12. © 2014• 12 Our Offices & Contact Information USA Office • Michael McLaughlin, Business Development Manager, Phone: (650) 931 2552 - Cell: (408) 839 7178 - Email: mclaughlin@yole.fr • Jeff Edwards, Sales Associate, Yole Inc., Cell: (972) 333 0986- Email: edwards@yole.fr Japan Office • For custom research: Yutaka Katano, General Manager, Yole Japan & President, Yole K.K. Phone: (81) 362 693 457 - Cell : (81) 80 3440 6466 - Fax: (81) 362 693 448 - Email: katano@yole.fr • For reports business: Takashi Onozawa, Sales Asia & General Manager, Yole K.K. Email: onozawa@yole,fr European Office • Yves Devigne, Europe Business Development Manager, Cell : +33 6 75 80 08 25 - Email : devigne@yole.fr • Yole Développement Headquarter, France: David Jourdan, Sales Coordination & Customer Service, Tel: +33 472 83 01 90, Email: jourdan@yole.fr Korea Office • Hailey Yang, Business Development Manager, Phone : (82) 2 2010 883 - Cell: (82) 10 4097 5810 - Fax: (82) 2 2010 8899 – Email: yang@yole.fr
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