Status of the MEMS Industry 2011 - sensorsportal.com · Status of the MEMS Industry 2011 Sidebraze DIP 1996-2002 ... – 2010-2016 MEMS Market Overview ... – Some IDMs specialize

© 2011

Copyrights © Yole Développement SARL. All rights reserved.

Status of the MEMS

Industry 2011

1995

Sidebraze DIP

1996-2002

Plastic PDIP

1999 - today

SMT SOIC

& Die Down

2006

Stacked Die

QFN

~125 sq mm ~100 sq mm ~25 sq mm

6 & 6 mm

1995

Sidebraze DIP

1996-2002

Plastic PDIP

1999 - today

SMT SOIC

& Die Down

2006

Stacked Die

QFN

~125 sq mm ~100 sq mm ~25 sq mm

6 & 6 mm

SAMPLE

© 2011 • 2

Copyrights © Yole Développement SA. All rights reserved.

Table of Contents • Introduction

• Executive Summary

• MEMS Markets Update

– List of 150 applications

– 2010-2016 MEMS Market Overview

• In $M

• In units

• In wafer start

• By application

– 2010 MEMS Wafer Production Geographic Breakdown

– 2010 MEMS Player Market share by Device

– What is New Compared to 2010

• MEMS Strategic Analysis

– TOP30 MEMS Player Strategy Positioning

– TOP20 MEMS Foundry Strategy Positioning

– New MEMS startups

• MEMS business evolution

– MEMS Industrial Supply Chain Evolution:

• Today

• Tomorrow

– Examples:

• Inertial sensors/combo for automotive & consumer

• Microphones

• Microbolometers

• Financial update

– M&A

– VC Investments

• MEMS Technology Evolution

– 2010-2016 MEMS Equipment Forecast

– Front End Evolution

– Packaging, Assembly & Test Evolution

– New Challenges in Software/System Integration

– Cost Analysis of MEMS Devices: Where the Main Cost

Issues are

• Emerging MEMS update

– What is mature? What is still emerging?

• What will happen in MEMS business in 2012, 2015, 2020?

• Conclusions

© 2011 • 3


Companies listed in the report

3S Systems, AAC Acoustics, Advancedmicrofab, AKM, AD, Asia Pacific Microsystems (APM),

Audiopixels, Avago, Boehringer Ingelheim, BSE, Canon, Colibrys, Dalsa, Deep Di

Semiconductor, Denso, Domintech, DRS, ELMOS (SMI), FLIR, FormFactor, Freescale

Semiconductor, FujiFilm Dimatix, GE Measurement & Controls, Gettop, Global Foundries,

GMEMS, Goertek, Goodrich, HP, Honeywell, Hosiden, IMT, Infineon, Innoluce, Invensense, Jazz

Semiconductor, Jyve, Kaiam, Kionix, Knowles, Lensvector, Lexmark, Melexis, Memscap,

memsmart, memstech, MEMStim ,Mezmeriz, Micralyne, MicroGen, Mikrosense, Mitsubishi

Heavy Industries, Movea, Murata, NovioMEMS, Nuvoton Technology, Olympus, Omron, Opus

Microsystems , Panasonic, Polight, Preciseley Microtechnology Corp., Pyreos, QMT, Qualtre,

Robert Bosch, Seiko Epson, Semefab, Senodia, Sensata, Sensonor, Silex Microsystems, Silicon

Sensing Systems, Sitronix, SMIC, Sony, STMicroelectronics, SDI, Telecardia, Texas

Instruments, Touch Microsystems (TMT), Tronics Microsystems, TSMC, Ulis, UMC, Veeco,

Verreon, VTI Technologies, Xaar, XFAB, Yamaha, Yishay Sensor.

© 2011 • 4


Introduction

• This 2011 edition of “Status of the MEMS Industry” presents MEMS device markets and key

industry changes and trends

• Yole is actively following the market evolution of more than 150 MEMS applications and is

tracking 250 MEMS companies. This report combines all these applications into 12 major

MEMS devices: IJ heads, pressure sensors, microphones, accelerometers, gyroscopes,

MOEMS, microbolometers, microdisplays, microfluidics, RF MEMS, micro tips, and

emerging MEMS devices

• Based on the thousands of direct interviews Yole Développement analysts are conducting

annually in the MEMS field with MEMS manufacturers, system manufacturers integrating

MEMS and MEMS designers, MEMS equipment and materials manufacturers, and MEMS

technology developers, this 7th version of the “Status of the MEMS Industry” provides up to

date analyses and data on MEMS markets.

© 2011 • 5


Typology of MEMS Companies Level of integration of MEMS makers: no foundry in TOP 30!

Size (MEMS business)

Position in the value chain

Large

Medium

Small

Foundry service System manufacturer Device maker - IDMs

$300M

$100M

… … …

© 2011 • 6


Typology of MEMS Companies Business models for MEMS makers

Size (MEMS business)

Business model

Large

Medium

Small

Foundry

service

Fablight Internal Fab

$300M

$100M

… … …

Internal Fab with

foundry service

Fabless

© 2011 • 7


MEMS Market Forecasts In $M

Yole Developpement © June 2011

2010 2011 2012 2013 2014 2015 2016

Others (microstructures, micro tips, flow meter …) $207,1 $248,7 $312,3 $397,7 $540,5 $706,8 $857,2

Oscillators $17,1 $32,6 $60,3 $106,3 $177,8 $282,3 $416,2

RF MEMS $262,1 $263,7 $297,5 $354,7 $494,8 $649,1 $814,6

Microdispensers (microfluidics) $174,3 $214,7 $261,3 $365,5 $424,2 $502,9 $578,1

Microfluidics for IVD $757,5 $952,4 $1 196,8 $1 494,9 $1 875,5 $2 363,5 $2 875,0

Microfluidics for Research $269,0 $363,1 $490,2 $637,3 $828,5 $1 077,1 $1 330,0

Other optical MEMS $177,0 $197,3 $220,1 $245,1 $273,3 $304,5 $304,6

Projection systems $891,2 $951,0 $1 013,7 $1 080,7 $1 232,6 $1 406,6 $1 646,3

Micro displays $4,5 $12,6 $65,0 $122,0 $215,5 $307,5 $460,0

Microbolometers $253,5 $289,4 $312,8 $338,9 $400,4 $478,6 $569,7

Digital Compass $277,1 $433,3 $488,6 $540,2 $591,4 $623,8 $647,0

Gyroscopes $993,8 $1 187,5 $1 351,1 $1 517,5 $1 715,2 $1 836,8 $1 996,2

Accelerometers $1 274,7 $1 371,1 $1 487,1 $1 608,2 $1 757,7 $1 883,3 $2 032,7

Microphones $201,6 $265,4 $326,5 $368,5 $421,9 $480,6 $573,1

Pressure Sensors $1 360,6 $1 566,0 $1 744,6 $1 960,6 $2 222,8 $2 415,9 $2 557,8

InkJet Heads $1 566,7 $1 668,0 $1 740,5 $1 812,4 $1 877,5 $1 932,9 $1 987,9

$0

$5 000

$10 000

$15 000

$20 000

$25 000

US$

M

2010-2016 MEMS Market Forecast - US$MJune 2011

Yole Developpement © September 2011

September 2011

© 2011 • 8


MEMS Supply Chain Changes

• Structural changes of the MEMS industrial supply chain are occurring as further

fragmentation of activities is starting. This is happening in the microphone

business as some players are processing wafers while others are focusing on

packaging and selling the sensor

• Also, new intermediate business models appear between MEMS foundries and

IDMs:

– Some IDMs specialize in producing MEMS wafers with their own design (e.g. Infineon)

– At the same time some MEMS foundries are developing product platforms with their own design (e.g.

Tronics, Xfab, MEMSCap)

• Another complication of the industry comes from multi-chip integration in a

module

– It’s starting with inertial modules, from 6DOF to 10DOF

– This implies many new challenges in integration, software and supply chain

© 2011 • 9


MEMS Industrial Supply Chain Situation today

3 types of functions for MEMS devices

Replacement function New function Combination of functions

Microphones, Oscillators, RF filter… Accelerometer, gyroscope, micro-mirror,

RF MEMS antenna tuner, microfluidic…

IMU, Accelero/Magneto combo, Image

sensor/ Microbolometer module…

Low

MEMS companies involved from

MEMS to commercialization (E.g.

SiTime)

Medium

Traditional players with ASIC and

packaging expertise start to buy raw

dies (E.g. AAC Acoustics)

Maturity of the MEMS devices?

High

Large groups integrate MEMS

manufacturing (E.g. BAW filters)

“Standard” industry model

• MEMS players need to have control

over each element of the supply

chain:

- MEMS die

- ASIC die

- Software (new)

- Assembly & packaging

- Test & calibration

• Low evolution of the MEMS

industry expected * Significant industry

evolution expected

*

*

Business model revolution

• Partnerships between players

according to:

- Area of expertise of each

player

- Ability to provide fusion

software

- Expertise in packaging

- Access to the supply chain

*

NEW

© 2011 • 10


MEMS Industrial Supply Chain Evolution Structural changes are occurring

• Further fragmentation of the activities is starting

– This is happening in the microphone business: some

players are processing wafers while others are focusing

on packaging and selling the sensor

• Intermediate business models appear between

MEMS foundries and IDMs

– Some IDMs specialize in producing MEMS wafers with

their own design (e.g. Infineon)

– At the same time some MEMS foundries are developing

product platforms with their own design (e.g. Tronics,

Xfab, MEMSCap)

• Another complication of the industry comes from

multi-chip integration in a module

– It’s starting with inertial modules, from 6DOF to 10DOF

– This implies many integration, software and supply

chain challenges

Foundry

Design

Manufacturing

IDM Foundry with

product

platform

Assembly test and

commercialization

IDM

specialized in

MEMS wafers

NEW

NEW

© 2011 • 11


Impact of the New Business Models

in the Supply Chain

• As the industry maturates and as combo sensors are developed, new business models appear:

– Some players specialize in MEMS die / wafer manufacturing

– Leading players specialize in supplying sensor solutions

2000-2010 2010-2020

MEMS player A MEMS player B

MEMS sensor A MEMS sensor B

MEMS player A

Combo sensor

MEMS player B

MEMS die B MEMS die A

ASIC, packaging,

assembly, calibration,

test

ST

(Accelerometer /

Magnetometer combo)

Honeywell

(Magnetometer wafers)

Example:

© 2011 • 12


2010-2020 MEMS Industry Evolution Overview

2010 2012 2014 2016 2018 2020

MEMS market = $8.7B 4.3B units

MEMS market = $19.5B 15.8B units

Sensor fusion takes off Accelero/Gyro/Magneto first

Sensor fusion widespread Microbolo / Visible & NIR CMOS image sensors…

Integration with RF, with MCU

Active Noise cancellation…

Consolidation of the industry Successful companies fall into 3 categories:

- Big diversified players

- Specialized companies

- System integrators (in-between)

ST makes compass internally?

Difficult position for IDMs focused on MEMS manufacturing? Infineon?...

MEMS microphone suppliers (AAC, BSE could have developed their own MEMS technology)

Medical applications boom Implantable devices

Microfluidics for diagnostics

MEMS part of ubiquitous sensor networks Large scale integration with other sensors, with processing

power, with wireless link, with smart energy sources

Era of intelligence: decisions based on context

Enabling technologies mature Process standardization, Wafer level packaging,

ASIC as a cap, Large scale testing…

© 2011 • 13


Yole activities in MEMS

Media business News feed / Magazines / Webcasts

www.yole.fr

Market Research

Reports Market research,

Technology & Strategy

Consulting services

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Status of the MEMS Industry 2011 - sensorsportal.com · Status of the MEMS Industry 2011 Sidebraze DIP 1996-2002 ... – 2010-2016 MEMS Market Overview ... – Some IDMs specialize