Status of the MEMS Industry 2013 Report by Yole Developpement
How the MEMS Industry Can Extract More Value From its Customers? by JC. Eloy CEO of Yole...
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July © 2015 How the MEMS Industry Can Extract More Value From its Customers ? JC. Eloy Yole Développement [email protected]
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Transcript of How the MEMS Industry Can Extract More Value From its Customers? by JC. Eloy CEO of Yole...
July © 2015
How the MEMS Industry Can Extract More Value
From its Customers ?JC. Eloy
Yole Développement
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CONTENT
• Yole introduction
• MEMS & Sensors markets & applications
• The MEMS ecosystem
• MEMS for our 5 senses
• The 3 sensor clusters
3
MEMS &
Sensors
LED
Compound
Semi.
Imaging
Photonics
MedTech
Manufacturing
Advanced
PackagingPV
Power
Electronics
FIELDS OF EXPERTISE
Yole Développement’s 30 analysts operate in the following areas
Energy storage
4
A GROUP OF COMPANIES
Market, technology
and strategy
consulting
www.yole.fr
M&A operations
Due diligences
www.yolefinance.com
Maturation of companies
IP portfolio management &
optimization
www.bmorpho.com
Manufacturing costs analysis
Teardown and reverse engineering
Cost simulation tools
www.systemplus.fr
IP analysis
Patent assessment
www.knowmade.fr
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SERVING THE ENTIRE SUPPLY CHAIN
Our analysts provide market
analysis, technology
evaluation, and business plan
along the entire supply chain
Integrators and
end-users
Device makers
Suppliers: material, equipment,
OSAT, foundries…
Financial investors,
R&D centers
6
SERVING MULTIPLE INDUSTRIAL FIELDS
We are workingaccrossmultiples industries to understandthe impact of More-than-Moore technologies from deviceto system
From A to X…
Transportation
makers
Mobile phone and
consumer
electronics
Automotive
Medical systemsIndustrial and
defense
Energy
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YOLE REPORTS ON MEMS RELATED TOPICS
©2015 | www.yole.fr | IWLPC 2015 Yole Développement
Market & Technology Sensors for Wearable Electronics & Mobile Healthcare High-End Gyroscopes, Accelerometers and IMUs for Defense, Aerospace & Industrial Technologies & Sensors for the Internet of Things: Businesses & Market Trends 2014-2024 Status of the MEMS Industry 2015 New Detection Principles & Technical Evolution for MEMS & NEMS
Teardown & Reverse Costing
AMS AV-MLV-P2 VOC MEMS Gas Sensor Fairchild FIS1100 6-Axis MEMS IMU Opgal Therm-App Infrared Camera & Ulis IR Microbolometer SiTime Corporation SiT1552 MEMS Oscillator Cavendish Kinetics 32CK417R MEMS Antenna Tuner STMicroelectronics LSM6DS3 6-Axis MEMS IMU Samsung Galaxy S6 Fingerprint Sensor - New Synaptics Design mCube MC3413 3rd Generation 3-Axis Accelerometer STMicroelectronics HTS221 Humidity and Temperature Sensor Mobileye EyeQ3® Automotive Vision-Based SoC Bosch SMI130 6-AXIS Automotive MEMS IMUBosch Sensortec BME280 - Integrated Environmental Sensor Bosch Sensortec BMI160 6-Axis MEMS IMU InvenSense MP67B - 6-Axis MEMS IMU in iPhone 6 & 6 Plus Freescale FXTH87- Tire Pressure Monitoring Sensor (TPMS) Apple iPhone 6 & 6 Plus Rear Camera Modules from Sony InvenSense ICS-43432 Digital MEMS Microphone
Patent Investigation 9-Axis MEMS IMU Technology and Patent Infringement Risk Analysis MEMS Microphone Patent Infringement Emerging MEMS Patent Investigation 2014 MEMS Gyroscope Patent Investigation report
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2015-2020 MEMS MARKETS
Business is increasing and consumer and automotive are still the main drivers
Consumer (incl. wearable) ismore than60%
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EXAMPLE OF NIGHT VISION
When unit price is decreasing, the growth could be incredible, if the use case is identified…
• CAGR 2015–2020 will be about + 77% in units: ≈ 15 x growth between 2015 - 2020.
• The price decrease has started 5 years ago
• The use case have been identified: thermography and face recognition
• We can expect a strong market growth within 3 years maximum…
CAGR 2015-2020
76.8%
21.8%
16.8%
42.9%
170.0%
34.8%
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NEW KEY PRODUCTS INTRODUCED SINCE ONE YEAR
• Smartphone and ultra low end segment has been very dynamic in 2014-2015
Seek ThermalFLIR One Gen 2
Bosch Power Tools NEC VGA 12 micron
FLIR C2
FLIR TCXI3 system
For smartphones
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THE ACCELEROMETER EXAMPLE – HISTORICAL DATA OF VOLUME GROWTH:FROM 50MUNITS TO 5BUNITS IN 15 YEARS
Until 2008, market wasdriven by automotive, thenconsumer came with the right use cases.
0
500
1000
1500
2000
2500
1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Accelerometer volume market evolution (Munits) from 2002 to 2015
Accelerometer Accelerometer Automotive Accelerometer Consumer
Market driven by Automotive Market driven by Consumer
1st Phase“Protected” market
3th Phase“Integration”
Combos replacement
2nd Phase“New application” (e.g. Smartphone)
Smartphone waveGame changer: ASP
Autonomous car as the next ramp-up?
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BUT…
• MEMS is becoming a few 10cts business, a couple of million times per day…
©2015 | www.yole.fr | Name of the report
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UNCHALLENGED TOP 5 LEADERS
TOP 5 account for $3.8B MEMS sales!
• TOP 5 remains unchanged in 2014 (and certainly in 2015) but Bosch now accounts for one-third of the $3.8B MEMS revenues shared by the top 5 MEMS companies (accounting for about one third of the total MEMS business).
2013
$11B business
TOP 5 ~ $3.8B (1/3)
TOP Leader ~ $1.3B (1/3)
2013
2014
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2014 HAS BEEN A GOOD YEAR FOR THE MEMS INDUSTRY.
MEMS business size vs. 2014 / 2013 GAGR
Most of the MEMS players hada positive growth in 2014
+100%
$100M $1B$50M
+10%
-10%
2013/14 CAGR
2014 MEMS
Sales
+50%
$500M0%
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DEVICESVS. SYSTEMS MAKERS & NUMBER OF MEMS DEVICES
The 3 « Great Walls of MEMS » rule!
Entering the MEMS business and beingsuccessful isa long & complexprocess!
SY
ST
EM
MA
KER
SD
EV
ICES M
AK
ER
S
1 MEMS product line 2 to 3 MEMS products line > 4 MEMS products line
MEM
S r
eve
nues
The « Devices
to Systems »
barrier
The « from 1 to more MEMS product lines » barrier
The « MEMS business entry » barrier
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WHAT DRIVES THE VALUE OF A SENSOR?
• The ability to deliver a function!
• The sensor is the way to understand what is happening. Selling sensors without the brain is puttingthe MEMS industry in a low cost, commoditazation corner where the Moore’s Law is not helping youcompared to the semiconductor business.
©2015 | www.yole.fr | Name of the report
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REQUIREMENTS FOR THE WEARABLE MARKET
Wearables have specific technical requirements
• Some requirements are relevant to sensors
Ultra Low Power
Low power consumption
Accuracy
Reliable data
Low noise
4Requirements
Useful insights
Multiple parameters
Non-invasive sensing
Sensors’
PackagingSmall size, almost invisible
Reliable and low cost
No specific challenge ! No technological breakthrough
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REQUIREMENTS FOR THE WEARABLE MARKET
Value is coming by the combination of sensor and data analysis
• Some requirements are relevant to sensors
Ultra Low Power
Low power consumption
Accuracy
Reliable data
Low noise
4Requirements
Useful insights
Multiple parameters
Non-invasive sensing
Sensors’
PackagingSmall size, almost invisible
Reliable and low cost
No specific challenge ! No technological breakthrough
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FUTURE MEMS INDUSTRY GAME CHANGERS: THE IMPORTANCE OF SOFTWARE
MEMS and CMOS Image Sensors (CIS) are following the same path
• As for CIS, software isgainingmore importance in MEMS.
CIS
Image
Sensor
Optics
Software
(e.g. computational
imaging)
MEMS
Sensor
Packaging
Software
(e.g. sensor
fusion)
For CIS, optics is becoming an essential part of the module for
high quality pictures. But because of form factor issues, the module
height is now larger than the smartphone thickness. Adding new
functionalities (auto focus …) will require more software
importance.
For MEMS, software can be the solution to have multi-axis
detection when packaging cannot lower the senor size enough
(e.g. mcube sensor). As software is today an essential part for
future sensors, we have entered a acquisition time (e.g. Movea
with Invensense).
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2,0
4,0
6,0
8,0
10,0
12,0
14,0
2012 2013 2014 2015e 2016e 2017e 2018e 2019e 2020e
Ave
rage
elli
ng
Pri
ce (
$)
CCM ASP Assumption - Main applications
Smartphones Main Smartphones Sub Market Average
Current Camera Module industry is dominated by mobile
The demand is for high quality main camera modules in a constrained footprint
o Resolution
o Pixel size
o Module size
The secondary camera is becoming better quality
o Resolution
CMOS CAMERA MODULE (CCM) ASP FORECAST 2012-2020
ASP trend & assumption
Mobile ASP assumptions is
key
Yole Développement © August 2015
©2015 | www.yole.fr | Camera Module Industry
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Embedded 3D
computationalPhotography
& video
EXAMPLE FROM THE IMAGE SENSOR FIELDS
The mobile camera could become a multi sensor optronics interface
Technology is almost ready
Players are working on the killer
applications
# of sensors
1 sensor
2 sensors
3 sensors
3+ sensors
20202012 2014 2016 2018 2022
• Main & sub
camera
• LED Flash
• Main & sub
camera
• Range finder
• LED Flash
• Dual main &
sub camera
• 3D mapping
• LED Illuminator
Catching up with
DSLR and video
cameras
New embedded 3D imaging
Courtesy of Panono
Courtesy of Canon
©2015 | www.yole.fr | Camera Module Industry
Embedded 3D
InteractiveThe world becomes interactive
• Dual Main & sub
camera
• 3D mapping
• LED Illuminator
• Iris recognition ?
• Motion sensor ?
• Far Infrared ?
• Hyperspectral ?
Courtesy of Microsoft
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FROM MULTIPLE SENSORS TO THE FEW SENSOR CLUSTERS IN MOBILE PHONE
How thesechanges willhappen?
©2015 | www.yole.fr | Name of the report
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WHAT WILL HAPPEN ?
• MEMS is growing as a market, both in volume and total value
• But the value is moving from devices to functions and few MEMS players are taking benefit of this value flow
• Very limited number of companies are entering the field, the last success has been Invensense
• The last really new device was Knowles silicon microphone in 2003
• So it is now important to change the MEMS mindset and to move to functions development…
©2015 | www.yole.fr | Name of the report
MEMS
Sensor(s)
Packaging and integration of multiple devices in SiP
Software providing data
processing and enabling
functions
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• Open for questions…
©2015 | www.yole.fr | Name of the report
