Megatrends are invigorating the MEMS industry.
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15. Global society is currently impacted by macro-
economic megatrends that will shape our
tomorrow, contributing to increased social
interaction, a healthier lifestyle, and safer/low-
pollution transports. These megatrends will rely
on a rising demand for more semiconductor
content in our everyday lives. Yole Développement
has identified nine megatrends that will affect
our present and future: smart automotive
(electrification, autonomous driving, connected
cars, etc.), mobile (i.e. for new and improved
social interaction, augmented reality experience),
5G for increased bandwidth, hyper-scale data
centers to cope with more and more data through
the internet, AR/VR (augmented reality/virtual
reality) for new immersive experiences, AI/ML
(artificial intelligence/machine learning) for smart
human-machine interfaces (smart homes, robotic
cars, etc. with more voice processing intelligence),
healthcare (for a healthier life), and industry 4.0
(connected factories with ubiquitous sensors for
more efficient production). Megatrends offer huge
opportunities for electronics, especially sensors
and MEMS. We estimate that the total megatrends
business impact on the MEMS, sensors, and
actuators market will be $82B by 2023.
If we consider the mobile megatrend as an example,
the drivers are: 5G’s arrival (more bandwidth),
improved displays (with higher resolution, better
video quality, enhanced contrast/brightness), new
design, augmented reality, and smaller form factor
with more sensing capabilities. These megatrends
facilitate a dramatic evolution for MEMS and
sensors. At the smartphone level, there will be
a profusion of new sensors: inertial sensors, 3D
optical sensors, IR sensors, environmental sensors,
fingerprint sensors, spectral sensors, and optical
MEMS (such as autofocus and/or pico projection).
Also, for reducing devices’ form factor, wafer-level
packaging (fan-out) will be increasingly used.
When 5G arrives, there will also be an increasing
need for RF filters, and the MEMS sector with the
largest growth will be RF MEMS (BAW filters).
Besides MEMS and sensors, 5G’s operating
frequency will require new materials such as GaN
on SiC, GaN on Si, SiGe (low noise amplifier), and
GaAs (power amplifier).
STATUS OF THE MEMS INDUSTRY 2018
Market & Technology report - May 2018
MEGATRENDS ARE DRIVING DEMAND FOR MORE MEMS AND SENSORS
Megatrends are invigorating the MEMS industry.
WHAT’S NEW
Get the sample of the report
on www.i-Micronews.com
• Global market megatrends, plus
focus on sensor megatrends
• Updated global sensor market
forecast in value and units for
MEMS, as well as CMOS image
sensors, magnetic sensors, gas
sensors, fingerprint sensors, optical
sensors, spectral sensors, and RF
devices
• Updated forecast for RF devices
and optical sensors (3D sensing,
spectral sensors)
• Updated pressure sensor forecast
based exclusively on the latest
price estimate and first-level
packaging value
• Manufacturer rankings for global
sensor and actuator suppliers
• A specific chapter on MEMS
packaging
• A MEMS foundry cost model
• MEMS market evolution compared
to IC
• New major trends and evolutions
for MEMS markets, players, and
industry
• Updated MEMS market forecast to
2023 in value, units, and wafers
• Updated split by wafer size: from
4” and below, to 8”
• 2017 rankings for MEMS players/
MEMS foundries
• Updated information, by MEMS
device and application
(Yole Développement, May 2018)
Electronic megatrends: impact on the 2023 sensor actuator markets per value
Smart automotive Mobile 5G
Hyperscale
data centers
AR/VR AI/ML Voice processing Healthcare Industry 4.0
$2.3B $4.6B$50M
$53B$20.5B
$1.4B
RF MEMS ARE BOOSTING THE GLOBAL MEMS MARKET
Yole Développement estimates the MEMS market will
experience a 17.5% growth in value and a 26.7% growth
in units, with consumer having the biggest share (more
than 50% in value). The good news is that almost all
MEMS devices will contribute to this growth.
Inkjet heads will grow, with the consumer market
representing more than 70% of printhead market
demand. This market recorded its first signs of
recovery in the first half of 2017, a trend confirmed
in the second half of the year. This recovery was
noticed both in disposable and fixed printheads.
Most consumer players show discernable growth:
for example, HP has recorded a 2% growth in
consumer printer revenue since 2016, and Canon
has confirmed a progression in sales for inkjet
printers, with strong demand in Asia.
Numerous pressure sensor applications
contribute to market expansion. It is interesting
to see that, although it is one of the oldest MEMS
technologies, pressure sensor keeps growing. In
automotive, pressure sensors have the highest
number of applications, with many advantages
16. STATUS OF THE MEMS INDUSTRY 2018
FROM DETECTION TO ENVIRONMENT AWARENESS, MEMS WILL EVOLVE FROM A
SENSING FUNCTION TO GLOBAL PERCEPTION CAPABILITIES
MEMS and sensors were first developed and used
for “basic” physical sensing like shock and pressure.
Next, acceleration and rotation sensors were
developed, requiring a strong RD effort in design.
As more effort was put into RD, MEMS shifted
from physical sensors to light management (i.e.
micro-mirrors), and then to infrared sensing
(microbolometers). This paved the way for the
first sensor able to transcend human senses. From
physical/light, MEMS development has also been
driven by sound with microphones.
Today, MEMS and sensors developments are aiming
far beyond human limits, with sensing capabilities in
ultrasonic, hyperspectral, and radiofrequency. We
can even imagine a next generation of sensors used
for emotion/empathy sensing.
This will be possible thanks to the evolution of
sensors through three phases:
such as, resistance to toxic exhaust gas and harsh
environments, higher accuracy, and the development
of intelligent tires that deliver more information on
tire status (especially for future autonomous cars). For
consumer, mobiles and smartphones still account for
90% of pressure sensor sales, and cost reduction is the
priority vs. size reduction because size is already very
small. Although there are no big “killer” applications
expected in the future, new applications are emerging:
smart homes, electronic cigarette, drones, and
wearables, to name several.
MEMS microphones have been in the spotlight for
a long time and have expressed one of the highest
CAGRs of any MEMS technology over the last five
years. In the range of $105M in 2008, the MEMS
microphone market was worth $402M in 2012 and
reached the $1B milestone in 2016. Currently, almost
4.5B units are shipped annually.
Consumer is still inertial MEMS’ largest market, but
price pressure is tough and competition is fierce. The
smartphone and tablet market is still a difficult one
for stand-alone accelerometer, competing with combo
sensors (small size, low power, multi-purpose). Stand-
aloneaccelerometersareusedinlow-endsmartphones
and can also be used with combo sensors to manage
a few features (i.e. UI rotation/fluidity). Robotic cars
are gyroscopes’ new application for dead reckoning
function. High-end performance devices are needed,
but MEMS could take a share of the business. Lidar for
autonomous vehicles is also an intriguing application
for MEMS mirrors.
Step by step, the uncooled IR imager market keeps
growing. This is due to a continuous price decrease
over the last few years stemming from new
technologies such as WLP and silicon lenses, as well as
increasing acceptance from customers.
For microfluidics, many existing developments are
fueling silicon’s development. In early 2018, Illumina
released a new DNA sequencer, the iSeq 100. Unlike
Illumina’s usual technology, this one works with a
semiconductor (CMOS) chip.
Driven by the complexities associated with the move
to 5G and the higher number of bands it brings, there
is an increasing demand for RF filters in 4G/5G, making
RF MEMS (BAW filters) the largest-growing MEMS
segment. This market will soar from US$2.3B in 2017
to US$15B in 2023. Excluding RF, the MEMS market
will grow at 9% over 2018 - 2023. With RF MEMS, the
CAGR is 17.5%.
There are also plenty of new MEMS in development:
piezo MEMS (auto-focus, inkjet heads), FTIR, portable
electronic noses, ultrasound MEMS for medical imaging
and industrial applications, micro switches, and more.
These are several MEMS developments that will fuel
this business’s.
In 2017, The biggest surprise (though not entirely
unexpected) was Broadcom becoming the #1 MEMS
player. As growth continues for RF, driven by an
increasing number of filters/phones and by the front-
end module’s increasing value, it is likely that RF players
will still dominate the top 2018 rankings.
Most players showed positive growth in 2016 - 2017.
Established players (Bosch, STMicroelectronics, TI,
HP) were “shaken” by Broadcom’s growth but still
performed well: for example, Bosch enjoyed growth
of approximately $100M. IJH players also had a good
overall performance compared to previous years.
SiTime displayed the most impressive growth
(exceeding 100%). Other MEMS players posting
significant growth are: FormFactor, benefiting from
the semiconductor business’s excellent health; and
ULIS, with uncooled IR imaging still growing annually
into multiple applications (consumer – thermography,
firefighting, night vision, smartphones, drones, and
military).
In 2016, the top 30 MEMS players totaled $9.24B. In
2017, that number increased to $9.88B.
2017-2023 MEMS market forecasts: RF vs. other devices
(Yole Développement, May 2018)
2017 2018 2019 2020 2021 2022 2023
RF MEMS Other MEMS
$2
$4
$6
$8
$10
$12
$14
$16
US$B
CAGR2017-2023
= 17%
17. Find more
details about
this report here:
MARKET TECHNOLOGY REPORT
COMPANIES CITED IN THE REPORT (non exhaustive list)
AAC, AKM, ALPS Electric, Amphenol, ams, Analog Devices, Apple, Asia Pacific Microsystems, Boehringer
Ingelheim microPARTS, Bosch, Broadcom, Canon, Colibrys, Cirrus Logic, DENSO, DRS, EPCOS,
Epson, First Sensor Technology, FLIR Systems, FormFactor, Fujifilm Dimatix, GLOBALFOUNDRIES,
Goertek, Hewlett Packard, Hitachi Automotive, Honeywell, IMT, Infineon Technologies, Kistler,
Knowles Electronics, Kulite, mCube, Meggitt Sensing Systems, Melexis, Memjet, MEMSCAP, MEMSIC,
Micralyne, MicroVision, Murata, NXP Semiconductors, Omron, ON Semiconductor, Panasonic, Qorvo,
Qualcomm, Raytheon, ROHM, Samsung, SCD, SDI, Semefab, Sensata, Sensirion, Sensonor, SiTime, Silex
Microsystems, Silicon Sensing Systems, SMIC, Sony, STMicroelectronics, TDK, Teledyne DALSA, Texas
Instruments, Tower Jazz, TSMC, ULIS, UMC, UTC Aerospace System, X-Fab, Yamaha…and many more
AUTHOR
With almost 20 years of experience in
MEMS, Sensors and Photonics applications,
markets, and technology analyses, Dr. Eric
Mounier provides deep industry insight
into current and future trends. As a Principal
Analyst, Technology Market, MEMS
Photonics, in the Photonics, Sensing
Display division, he is a daily contributor to
the development of MEMS and Photonics
activities at Yole Développement (Yole),
with a large collection of market and
technology reports as well as multiple
custom consulting projects: business
strategy, identification of investments or
acquisition targets, due diligences (buy/sell
side), market and technology analysis, cost
modelling, technology scouting, etc.
Previously, Dr. Mounier held RD and
Marketing positions at CEA Leti (France).
He has spoken in numerous international
conferences and has authored or co-
authored more than 100 papers.
Eric has a Semiconductor Engineering
Degree and a Ph.-D in Optoelectronics
from the National Polytechnic Institute of
Grenoble (France).
Introduction, definitions and methodology 6
Executive summary 20
Sensors mega trends 43
Smart automotive
Mobile
AR/VR
Voice processing and audio
Medical
Industry 4.0
Global MEMS, sensors, and actuators market 77
MEMS markets 2017-2023 90
MEMS players 106
MEMS packaging 121
MEMS financial analysis 131
MEMS devices - analysis 135
Inkjet heads
Pressure
Microphones
Inertial
Optical MEMS
Infrared
Microfluidics
RF MEMS and oscillators
Environmental MEMS
Future MEMS
Piezo MEMS
MEMS applications analysis 204
Consumer
Automotive
Defense and aeronautics
Medical
Industrial/telecom
Conclusions 215
Appendix 218
2017 vs. 2018 MEMS forecasts 219
Yole Développement presentation 227
TABLE OF CONTENTS (complete content on i-Micronews.com)
From detecting to global perception awareness
(Yole Développement, May 2018)
OBJECTIVES OF THE REPORT
• A view of future megatrends and their impact on sensors
• A global view concerning the future of MEMS, sensors, and actuators
• An understanding of the MEMS, sensor, and actuator markets and applications
• MEMS and sensor players’ dynamics and rankings
• MEMS market data in $M, units, and wafers for 2017 - 2023
• Information on future MEMS devices
• A presentation of MEMS game-changers and industry trends
• A MEMS applications overview: automotive, consumer, defense and aeronautics, medical,
industrial, and telecommunications
• A MEMS financial analysis
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• Uncooled Infrared Imagers Market
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• High-end Inertial Sensors for Defense,
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• Thermo Fisher Ion 520 DNA
Sequencing Chip
Find all our reports on
www.i-micronews.com
80-90s years: only mechanical
movement / pressure / shock can
be sense by MEMS.
90-2000s: rotation sensing and
visible light management (DLP) are
now accessible to MEMS
technologies.
2000-15s: sound and IR wavelength
are accessible to MEMS
technologies.
2015-future: MEMS will sense and
manage a wide range of waves:
ultrasonic / directive sounds / ultra
sonic / RF / hyperspectral …
Pressure
Acceleration Yaw
Infra redVisible
Sound
Radio frequency
IR,Visible
Hyperspectral Ultra sound
Sound Multi -parameters
DETECTING AREA
MEASURING AREA
GLOBAL ENVIRONMENT PERCEPTION AREA
Sensor fusion
A.I.
TimescaleParametersAreas
Gas Odors Multi spectral
IMUs Environment
sensors
New integration and packaging
approaches
New detection principles
New materials and processes
Si as a new sensor material
Improved electronics
New user cases
etc .. (empathy)
New sensor design
1. In MEMS’ early days, they were mainly
detectors, with little ability to provide good
accuracy
2. MEMSthenevolvedtomeasurementcapabilities,
with improved accuracy plus accessibility to
additional measurable parameters (infrared,
sound, etc.)
3. We believe the next step will be “global
perception awareness”. By this we mean sensors
and MEMS that will provide global environment
mapping (like lidar does for 3D, but this could
also be possible for sound waves, hyper spectral
waves, etc.). Multi-sensor fusion and AI will be
critical building blocks towards achieving this
milestone.
18. ORDER FORM
Status of the MEMS Industry 2018
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