MEMS & Sensors for smart cities - HKSTP of the green house ... Building Automation Consumer & Home...

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August © 2016 From Technologies to Markets APAC Innovation Summit – Sensors - Hong Kong MEMS & Sensors for smart cities Claire TROADEC

Transcript of MEMS & Sensors for smart cities - HKSTP of the green house ... Building Automation Consumer & Home...

Page 1: MEMS & Sensors for smart cities - HKSTP of the green house ... Building Automation Consumer & Home automation Transportation E INTERNET OF THINGS SENSORS OF Industrial Environment

August © 2016

From Technologies to Markets

APAC Innovation Summit – Sensors - Hong Kong

MEMS & Sensors for smart cities

Claire TROADEC

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MEMS & Sensors

LED

Compound Semi.

Imaging Photonics

MedTech

Manufacturing

Advanced Packaging

Batteries/Power Management

Power Electronics

FIELDS OF EXPERTISE

Yole Développement’s 30 analysts operate in the following areas

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With 4 BUSINESS MODELS:

o CONSULTING AND ANALYSIS

Market data & research, marketing analysis

Technology analysis

Strategy consulting

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Market & Technology reports

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Cost Simulation Tool

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i-Micronews.com website

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RF

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SMART CITIES: KEY FACTS

By 2050, the world will be one-third rural (34%) and two-thirds urban (66%), roughly the reverse of the global rural-urban population distribution of the mid-twentieth century.

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Cities today represent 2% of the world surface

50% of the world population

75% of the consumed energy

80% of the economic activity

80% of the green house emission

Smart City definition from the UNECE (The United Nations Economic Commission for Europe) :

our “Smart City” should be inclusive, resilient, safe, sustainable and “more connected”

World’s urban and rural populations, 1950-2015 (source: United Nations)

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URBAN AND RURAL POPULATIONS BY MAJOR AREAS

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source: United Nations, 2014 study

Europe, with 73% of its population living in urban areas, is expected to be over 80% urban by 2050.

Africa and Asia, in contrast, remain mostly rural, with 40% and 48% of their respective populations living in urban areas in 2014.

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URBAN POPULATION BY MAJOR AREAS

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The world’s urban population is expected to increase by more than two thirds by 2050, with nearly 90% of the increase to take place in the urban areas of Asia and Africa.

source: United Nations, 2014 study

The world’s urban population is expected to increase by more than two thirds by 2050, with nearly 90% of the increase to take place in the urban areas of Asia and Africa.

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DISTRIBUTION OF THE WORLD’S URBAN POPULATION

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Cities are getting bigger and bigger…

source: United Nations, 2014 study

Cities are getting bigger and bigger…

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ESTIMATED AND PROJECTED POPULATIONS OF THE 10 LARGEST URBAN AGGLOMERATIONS

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In 2014, Tokyo was the world’s largest city with an agglomeration of 38 million inhabitants, followed by Delhi with 25 million.

source: United Nations, 2014 study

In 2014, Tokyo was the world’s largest city with an agglomeration of 38 million inhabitants, followed by Delhi with 25 million.

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MEMS, A « TRANSFER FUNCTION » TECHNOLOGY

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MEMS is a semiconductor technology thus enabling miniaturization and lower cost manufacturing of existing products

Galvanometric mirror

Pressure sensor

Hg tilt sensor

Microphone

Gas sensor

Syringe

Micro-mirror

VCM

MEMS gas sensor

Micro needles

WL auto focus

Microphone

IMU

Pressure/environment sensor

2016, gas sensors as the next MEMS success (?)

MEMS is a semiconductor technology thus enabling miniaturization and lower cost manufacturing of existing products

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Healthcare & Life science

SUMMARY OF TECHNOLOGIES OF IOT

Markets & sensors

Building Automation Transportation Consumer & Home automation

THE

INTERNET OF THINGS

OF SENSORS

Industrial Retail & Logistics Environment Security & Public Safety

Pressure

Temperature

Chemical

Light (IR, X-Ray)

Bio Sensors

Inertial

Light (IR, visible)

Temperature

Chemical (CO2)

Accelero

Contact Gyroscope

Accelero

Magneto

Pressure

Temperature

Chemical

Gyroscope

Accelero

Magneto

Microphone

Pressure

Temperature

Pressure

Light (IR,Optical)

Chemical

Temperature

Hall Effect

Accelero

Chemical

Temperature

Light (IR, visible)

Pressure

Humidity Gyro

Accelero

Magneto

Chemical

Light (IR,XRay,THz) Light (IR/Optical)

Pressure

Temperature

Chemical

Magneto

Chemical Gas

Chemical Microphone

Chemical Gas

Gas

Legend: Sensor

Level of demand

Main applications of IoT devices and sensors associated with

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SUMMARY OF TECHNOLOGIES OF SMART CITIES

Markets & sensors

Healthcare & Life science Building Automation Transportation Consumer & Home automation

THE

INTERNET OF THINGS

OF SENSORS

Industrial Retail & Logistics Environment Security & Public Safety

Pressure

Temperature

Chemical

Light (IR, X-Ray)

Bio Sensors

Inertial

Light (IR, visible)

Temperature

Chemical (CO2)

Accelero

Contact Gyroscope

Accelero

Magneto

Pressure

Temperature

Chemical

Gyroscope

Accelero

Magneto

Microphone

Pressure

Temperature

Pressure

Light (IR,Optical)

Chemical

Temperature

Hall Effect

Accelero

Chemical

Temperature

Light (IR, visible)

Pressure

Humidity Gyro

Accelero

Magneto

Chemical

Light (IR,XRay,THz) Light (IR/Optical)

Pressure

Temperature

Chemical

Magneto

Chemical Gas

Chemical Microphone

Chemical Gas

Gas

Legend: Sensor

Level of demand

SMART SENSORS

CITIES FOR

Main applications of devices and sensors associated with smart cities

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IOT FOR SMART CITIES: AREA OF APPLICATION

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Today 2018 2020 2024+

Industrial

Healthcare & Life Science

Environment

Security & Public Safety

Building Automation

Consumer & Home automation

Transportation

Today Building automation and Consumer & Home automation are the first areas to be served…

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MEMS & SENSORS TRANSITIONING TOWARDS 3 MAIN HUBS…

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Closed Package Hub

Accelerometer

Gyroscope

Magnetometer

INERTIAL

DOF 6

9 IMU

ENVIRONMENTAL

Open Cavity Hub

Gas / Particle

Pressure

Temp/Humidity

Microphone

OPTICAL

Optical Hub

Visible

3D vision

Multi spectral

3D

Proximity/ambient

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MEMS & SENSORS TRANSITIONING TOWARDS 3 MAIN HUBS…

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Closed Package Hub

Accelerometer

Gyroscope

Magnetometer

INERTIAL

DOF 6

9 IMU

ENVIRONMENTAL

Open Cavity Hub

Gas / Particle

Pressure

Temp/Humidity

Microphone

OPTICAL

Optical Hub

Visible

3D vision

Multi spectral

3D

Proximity/ambient

Important hub for Smart cities !

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Focus on Gas sensors

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WHY IS GAS SENSING BECOMING MORE IMPORTANT?

The right technology at the right time

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• Gas sensors are not new and several applications have existed for a while. Indeed, the use of gas

detectors for safety purposes in industrial environment, for defense and patient ventilation control

are quite mature already.

• We believe that the interest in gas sensing is becoming more and more important due to three main

causes:

- Driven by growing evidence on global air quality deterioration and increasing societal concerns, air

pollution has become a major topic in our society

- The emergence of new regulations (exhaust gases emission control, air quality monitoring at

school…) are boosting the market

- New technology developments (increase in sensitivity, miniaturization…) enable the emergence of

promising new large volume applications

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2014–2021 GAS SENSORS FORECAST IN US$M

From

~$560M in 2014 to

~$920M in 2021

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From ~$560M in 2014 to ~$920M in 2021

Industrial

Transport

Environment

Defense

Consumer

Medical

Building

Total market US $M value

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2014 GAS SENSOR MANUFACTURERS MARKET SHARE (IN US$ VALUE)

A very fragmented business

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9%

9%

8%

7%

7%

7% 5% 5%

4%

4%

3%

3%

2%

2% 2% 1% 1% 1%

19%

2014 Gas Sensors Supplier Top Market Share City Technology (a part of Honeywell)MSA gas monitorsNGK - NTKFigaroBOSCHDENSOTechcomp Group (Edinburgh Sensors)GE (telaire)SenseairIT Dr Gambert GmbHAlphasenseVaisalaNisha (FIS)SGX Sensortech Limited (formerly e2v)AMS (including AppliedSensor GmbH)Paragon AGWinsenHanwei gas sensorsOthers

2014 ToT ~ $564M

TOP 7 (> 5% market share) are City Technology, MSA, NGK NTK, Figaro, Bosch, Denso & Edinburgh Sensors.

City Technology (Honeywell), MSA and NGK-NTK were leading the gas sensors market in 2014

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DETECTION PRINCIPLES

The main principles—what is the signal output?

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The big detection families

Technology Principle Output

Optical detection (FTIR, NDIR, photoacoustic)

It is based on wavelength absorption of the gas: NIR to MWIR sources are used for IR sensing/UV source are used for photo acoustic.

A shift in wavelength is measured, correlated to the target gas.

Calorimetric/Pellistor It is based on burning target gases (it is mainly for combustible gases).

A shift in temperature/resistance is measured.

Electro chemical It is based on a RedOx chemical reaction between sensors electrodes.

A current intensity is measured.

Metal Oxide Semiconductor It is mainly based on gas adsorption at the sensor surface.

A resistance change is measured.

ChemFET It is based on a change in mass/dielectric properties of a specific layer.

A change in mass/dielectric constant is measured.

Acoustic

It is based on the measure of travel time of ultrasound at a given distance to calculate propagation velocity of ultrasonic waves. Concentration is linked to velocity.

Gas velocity is measured.

Chromatography Gas is electrically charged. Output is electrical current.

Chemiluminescence

Chemiluminescence (sometimes "chemoluminescence") is the emission of light (luminescence), as the result of a chemical reaction.

Output is light.

The big detection families

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GAS SENSING TECHNOLOGIES COMPARISON

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mm² 10 mm²

1 cm² 10 cm² Sensor surface

µW mW 0.1W 1 W

Power consumption

$1 $10 $100 $1k $10k ASP

Electrochemical

NDIR

NDIR

NDIR

Electrochemical

Electrochemical

MOS

MOS

Pellistor

Pellistor

Pellistor

Acoustic

Acoustic

Acoustic

ChemFET

ChemFET

ChemFET

Resonant

Resonant

Resonant

µGC

µGC

µGC

FTIR

FTIR

FTIR

kW

Chemiluminescence

1k cm²

Chemiluminescence

Chemiluminescence

MOS No « Universal » solution for all possible applications

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GAS SENSING TECHNOLOGIES COMPARISON

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ppb Sensitivity

10sec Response time

Electrochemical

NDIR

NDIR

Electrochemical

MOS

MOS

Pellistor

Pellistor

Acoustic

Acoustic

ChemFET

ChemFET

Resonant

µGC

µGC

120sec

ppm

Chemiluminescence

Resonant

Chemiluminescence

No « Universal » solution for all possible applications

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CHEMICAL GAS SENSORS: LIFETIME VS. APPLICATIONS

MOSFET is the technology with the most applications

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Vo

lum

e

Growing importance of MOS for consumer & transport.

IR still predominant in HVAC & industry

PID, Chromatography,

Chemi-luminescence

MOS

Lifetime 2 years 5 years 10 years

Co

nsu

mer

H

VA

C

Tran

spo

rt

Me

dic

al

De

fen

se &

Ind

ust

ry

Envi

ron

men

t

IR

IR

Printed Electro

chemical

Holographic

Catalytic Resonant

Printed Electro

chemical

ChemFET

Acoustic

Electro chemical

Electro chemical

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Electro chemical

WHO IS DEVELOPING WHAT?

Few companies are focusing on optical solutions

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MOS

Lifetime 2 years 5 years 10 years

Co

nsu

mer

H

VA

C

Tran

spo

rt

Me

dic

al

De

fen

se &

Ind

ust

ry

Envi

ron

men

t

IR

IR

Printed Electro

chemical

Catalytic Resonant

PID, Chromatography,

Chemi-luminescence

Printed Electro

chemical

ChemFET

Holographic

Acoustic

Vo

lum

e

Electro chemical New comers from the IC are entering the game for consumer (e.g., Bosch)

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2014 APPLICATIONS BREAKDOWN

Industrial + Transport is about 75% of total market.

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Building 17.8%

Medical 2.5%

Consumer 2.1%

Defense 0.4%

Environment 6.1%

Transport 31.1%

Industrial 40.0%

2014 Gas Sensor Market - Applications breakdown

2014 ToT ~ $564M

Industrial application remains the main market segment in value contribution

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GASES TO BE MEASURED BY MARKET SEGMENT

80/20 approach for the year 2014

Which gases are important for which segment?

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Conclusions

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CONCLUSIONS & OUTLOOK

The most important sensors for tomorrow’s smart cities are :

Environmental sensors: Humidity, Temperature, Light, and Gas sensors

but also Infra-red sensors and accelerometers

©2016 | www.yole.fr |

The gas sensors market is still a fragmented business with many players—TOP 3 “only” accounts for 24% of total market in 2014.

It attracts many new entrants, coming in a fabless/fablight model

These new entrants announced ramp-up in volume very soon (CCMOS, NXP, AlphaSzenszor, KWJ, AMS …)

Gas sensors cost & miniaturization is a driving force for consumer and industrial applications (portability).

It opens the way to new approaches: MEMS, optical integration, new approaches based on CNT.

Arrays of 3–4 sensors are an interesting option to detect many gases to compete with too complex e-noses

Trend is also to have multiple sensors (“environmental combos”) in a single package for cost/size issues.

The goal is to have an “environment-sensitive sensor module” with different sensors: 3 to 4 different gas sensors, pressure sensor, microphone, humidity and temperature.

This will be an “open” combo (at the opposite of inertial combos that require vacuum packaging for example).

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RELATED YOLE REPORTS

©2016 | www.yole.fr |

Some slides from this presentation were extracted from the following reports

Status of the MEMS industry 2016 Released in May 2016 – More info. here

Gas sensors Report 2016

Released in Feb 2016 – More info. here

Sensors & Technologies for the Internet of Things:

Businesses and Market trends 2014 - 2024 Released in June 2014 – More info. here

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Yole Développement Market, technology and strategy

consulting

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4 BUSINESS MODELS

©2016 | www.yole.fr |

o Consulting and Analysis Market data & research, marketing analysis

Technology analysis

Strategy consulting

Reverse engineering & costing

Patent analysis

www.yole.fr

o Reports Market & Technology reports Patent Investigation and patent infringement risk analysis

Teardowns & Reverse Costing Analysis Cost Simulation Tool

www.i-Micronews.com/reports

o Financial services M&A (buying and selling)

Due diligence

Fundraising

Maturation of companies

IP portfolio management & optimization

www.yolefinance.com

www.bmorpho.com

o Media i-Micronews.com website

@Micronews e-newsletter

Communication & webcast services

Events

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A GROUP OF COMPANIES

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Market,

technology and

strategy

consulting

www.yole.fr

M&A operations Due diligences

www.yolefinance.com

Innovation and business maker

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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OUR GLOBAL ACTIVITY

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Yole Greater China

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SERVING THE ENTIRE SUPPLY CHAIN

Our analysts provide market

analysis, technology evaluation,

and business

plan along the entire

supply chain

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Integrators and end-users

Device makers

Suppliers: material, equipment, OSAT,

foundries…

Financial investors, R&D centers

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CONTACT INFORMATION

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Consulting and Specific Analysis

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Japan & Asia: Takashi Onozawa, Representative Director, Yole KK Email: [email protected]

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Report business

North America: Steve LaFerriere, Director of Northern America Business Development Email: [email protected]

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Japan & Asia: Takashi Onozawa, Representative Director, Yole KK. Email: [email protected]

Korea: Hailey Yang, Business Development Manager, Korean Office Email: [email protected]

Taiwan: Mavis Wang, Business Development Director Email: [email protected]

Financial services

Jean-Christophe Eloy, CEO & President Email: [email protected]

General

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