How Megatrends Dr. Eric MOUNIER will impact MEMS Yole ...5 A $75B MARKET FOR MEMS AND SENSORS Smart...
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How Megatrends will impact MEMS & Sensors. Dr. Eric MOUNIER Yole Développement
Transcript of How Megatrends Dr. Eric MOUNIER will impact MEMS Yole ...5 A $75B MARKET FOR MEMS AND SENSORS Smart...
How Megatrends
will impact MEMS
& Sensors.
Dr. Eric MOUNIER
Yole Développement
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YOLE DEVELOPPEMENT – 4 DIVISIONS
Life Sciences
& Healthcare o Microfluidic
o BioMEMS
o Inkjet Printing
o Solid-State Medical Imaging & BioPhotonics
o Bio Technologies
Power
& Wireless
o RF Devices & Technology
o Compound Semiconductors & Emerging Materials
o Power Electronics
o Batteries & Energy Management
Semiconductor
& Software o Package & Assembly & Substrates
o Semiconductor Manufacturing
o Memory
o Software & Computing
Photonics,
Sensing & Display
o Solid-State Lighting & Display
o MEMS, Sensors & Actuators
o Imaging
o Photonics & Optoelectronics
Semiconductor
& Software
Power & Wireless
Photonics,
Sensing
& Display
Life
Sciences &
Healthcare
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OUR GLOBAL ACTIVITY
30%of our business
40%of our business 30%
of our business
Greater
China office
Yole Japan
HQ in Lyon
Nantes
Paris
Nice
Vénissieux
Europe office
Frankfurt
Hsinchu
Tokyo
Yole Inc.
Phoenix
Yole Korea
Seoul
Palo Alto
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ELECTRONIC MEGATRENDS: 2021 MARKET INDICATORS
Smart Automotive
2021
$1,630B
100M(incl. 25%
autonomous cars
at Level 2 and
more)
2021
$500BMarket value
2.5BUnits sold
per year
Mobile 5G
2021
$272BBandwidth
x100Latency
/100Compared to 4G Hyperscale
Data Centers
2021
$ 80BHardware
value
AR/VR
2021
$8.5B
35M (included
VR/AR/MR
untethered and
tethered
headsets) AI/ML
2021
$12BHardware
Market
value
Voice Processing
2021
$20B (µphone +
audio IC +
µspeaker)
Healthcare
2021
$8.5BBioMEMS
Market
value
2021
$100BRobotics, IoT,
Advanced HMI
Industry 4.0
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A $75B MARKET FOR MEMS AND SENSORS
Smart Automotive
2021
$1,630B
100M(incl. 25%
autonomous cars
at Level 2 and
more)
2021
$500BMarket value
2.5BUnits sold
per year
Mobile 5G
2021
$272BBandwidth
x100Latency
/100Compared to 4G Hyperscale
Data Centers
2021
$ 80BHardware
value
AR/VR
2021
$8.5B
35M (included
VR/AR/MR
untethered and
tethered
headsets) AI/ML
2021
$12BHardware
Market
value
Voice Processing
2021
$20B (µphone +
audio IC +
µspeaker)
Healthcare
2021
$8.5BBioMEMS
Market
value
2021
$100BRobotics, IoT,
Advanced HMI
Industry 4.0
2023 sensors
value: $20.4BRadars, image
sensors, lidars
2023 sensors
value: $48B3D sensing, RF,
image sensors
2023 sensors
value: $1.4BMicrophones
2023 sensors
value: $2.3BMicrofluidics
2023 sensors
value: $100MImage sensors
2023 sensors
value: $3.2BMagnetic, image
sensors, 3D sensing
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TOTAL IC & SEMICONDUCTOR-BASED SENSOR AND ACTUATOR MARKET
The sensor and actuator
market is growing faster
than the IC market.
2016 2017 2018 CAGR
Sensors and actuators $39 $46 $54 16.8%
IC $304 $373 $397 14.4%
% sensors + actuators/IC 11.5% 11.0% 11.9%
0%
20%
40%
60%
80%
100%
$0
$50
$100
$150
$200
$250
$300
$350
$400
$450
$500
US$
B
Sensors and Actuators vs. IC forecast
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2018 PLANE, CAR, SMARTPHONE SENSOR CONTENT
1 year for
manufacturing1-2 days for
manufacturing
Few hours for
manufacturing
5k sensors 50-100 sensors 10-20 sensors
Sensor value/system: 5%
Sensor value: $5M
Sensor value/system:
2.5%Sensor value:
<$1,000
Sensor
value/system: 6%
Sensor value: $30Plane ASP: $100M
Sensor ASP: $1,000
Car ASP: $30,000
Sensor ASP: $10 Smartphone ASP: $500M
Sensor ASP: $2
Sensor value
will grow
(autonomous
vehicles)
Sensor value will grow
(3D sensing)
10 years of R&D 5 years of R&D 6 months-
1year of R&D
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2018 PLANE, CAR, SMARTPHONE SENSOR CONTENT
1 year for
manufacturing1-2 days for
manufacturing
Few hours for
manufacturing
5k sensors 50-100 sensors 10-20 sensors
Sensors value/system: 5%
Sensors value: $5M
Sensors
value/system: 2.5%Sensors value:
<$1,000
Sensors
value/system: 6%
Sensors value: $30Plane ASP: $100M
Sensor ASP: $1,000
Car ASP: $30,000
Sensor ASP: $10 Smartphone ASP: $500M
Sensor ASP: $2
Sensors value
will grow
(autonomous
vehicles)
Sensors value will grow
(3D sensing)
10 years of R&D 5 years of R&D 6 months-
1year of R&D
BY 2030, SENSOR
VALUE WILL BE
10% OF THE
SYSTEM
BY 2030, SENSOR
VALUE WILL BE
20% OF THE
SYSTEM
BY 2030, SENSOR
VALUE WILL BE
30% OF THE
SYSTEM
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MEMS MARKET SIZE VS. CAGR
Market Size (US$M)
CA
GR
2017-2
32017 Market
value
2023 Market
value
5%
10%
15%
30%
50%
$1B$10M $100M $10B
Pressure $1.6B $2B
$1B $1.4BMicrophonesInertial MEMS $3.5B $4B
$730M $990MOptical MEMS
$660M $1BInfra red
$190M $440MMicrofluidics
$2.4BRF MEMS
$140MOscillators $2.2B
$15B
$70MEnvironmental MEMS $140M
RF MEMS and Oscillators are both
boosting the MEMS market in CAGR
and value.
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2017 RANKINGS - TOP 30 MEMS PLAYERS
Broadcom climbed from #2 in 2016 to #1 in 2017!
$910
$1,1
60
$630
$787
$585
$464
$420
$368
$343
$333
$202
$182 $244
$240
$229
$402
$215
$215 $
293
$112
$62 $
115
$80
$100
$211
$63
$72
$78
$53
$70
$1,4
11
$1,2
75
$757
$673
$626
$478
$415
$363
$349
$328
$320
$286
$262
$251
$246
$238
$215
$213
$148
$129
$128
$121
$109
$109
$90
$86
$81
$80
$76
$71
$0
$200
$400
$600
$800
$1,000
$1,200
$1,400
$1,600
2016 MEMS sales 2017 MEMS sales
Broadcom is now the top MEMS IDM.U
S$M
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THE WHOLE STORY
$0.0
$200.0
$400.0
$600.0
$800.0
$1,000.0
$1,200.0
$1,400.0
$1,600.0
2009 2010 2011 2012 2013 2014 2015 2016 2017
US$
M
Different MEMS companies, different stories
ROBERT BOSCH
STMICROELECTRONICS
TEXAS INSTRUMENTS
BROADCOM
HEWLETT PACKARD
QORVO
KNOWLES ELECTRONICS
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MEMS FOUNDRIES
$174
$60
$50 $47$42 $40
$21 $21 $19 $19 $18 $18$14 $14
$10$6 $6 $6
$17
$160
$50
$41
$63
$38$42
$21 $20 $19 $18 $18 $15 $15 $12 $9 $10$6 $6
$16
$0
$20
$40
$60
$80
$100
$120
$140
$160
$180
$200
2017 Sales 2016 Sales
Yole Developpement © May 2018
Only the MEMS foundry business is taken into account - *Players may also have ASIC foundry which is not included here
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A NEW INNOVATION WAVE FOR MEMS: ANOTHER 10 YEARS OF R&D
1980-1990s: only mechanical
movement / pressure / shock can
be sensed by MEMS.
1990-2000s: rotation sensing and
visible light management (DLP) are
now accessible to MEMS
technologies.
2000-2015s: sound and IR
wavelengths 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 AREAMEASURING AREA
GLOBAL ENVIRONMENT PERCEPTION AREA
Sensor fusion
AI
Para
met
ers
Are
as
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 use cases
etc .. (empathy)
New sensor design
Tim
e sc
ale
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THE FINAL WORD
• 2017 has been quite good year for the MEMS markets.
• Although the MEMS market reached maturity, it is still expected to grow at a significant rate: 18% in value and 27% in units, over 2018-23.
• With new mega trends such as robotic cars, autonomous vehicles, AI, AR/VR, 5G, Industry 4.0, … the demand for sensors will grow as for MEMS.
• It is still a domain with a lot of innovation as new devices are in R&D (speakers, gas sensors, hyperspectral imagers …). This wave of innovation is also confirmed by the good 2017 business year realized by most of the MEMS foundries.
• This business is highly dynamic, as shown by the shuffle of the MEMS players ranking in 2017/2016 where RF MEMS players are moving to higher ranks.
