mems & sensors for mobile phones and tablets 2014 report by yole developpement

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© 2014 75 Cours Emile Zola, F-69100 Lyon-Villeurbanne, France Tel: +33 472 83 01 80 - Fax: +33 472 83 01 83 Web: http://www.yole.fr Sensors for Cellphones and Tablets Huge MEMS for Cellphones and Tablets Market Reaching $6.4B by 2019. Non-MEMS sensors are also exploding! -SAMPLE- FLIR InvenSense Freescale Apple fingerprint Huawei Samsung Apple Atmel

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MEMS & Sensors for Mobile Phones and Tablets The mobile phone and tablet market is growing, and price is decreasing. What’s the best plan for entering this market and building success? COMPETITION BETWEEN MEMS & SENSORS PLAYERS IS FIERCE. HOW CAN NEW COMPANIES ENTER THE FRAY AND BECOME SUCCESSFUL? STMicroelectronics remains the global leader for MEMS in cellphones and tablets, but Knowles, Bosch Sensortec and InvenSense all grew in 2013. In 2012, Knowles lost market share in the MEMS microphone business due to strong competition from Analog Devices, AAC Technologies and Goertek. Still, it managed to regain market share in 2013 by supplying two microphones in the iPhone 5C and iPhone 5S. However, it is hard to predict what its market share in 2014 will be after recently losing its dispute against Goertek. The top four players own more than 50% market share in different MEMS & Sensors markets. Leading companies are trying to enlarge their MEMS products portfolio in order to supply a bundle of products to their customers. STMicroelectronics provides inertial sensors, microphones and pressure sensors. Bosch Sensortec is also focused on these products. And in 2013, InvenSense joined in by acquiring Analog Devices’ MEMS microphone business line, and signed a collaboration agreement with Sonion. InvenSense also released a 7-axis combo that integrates pressure sensors inside of a 6-axis IMU. In these competitive conditions, two questions are key: 1) What strategies will newcomers pursue? 2) What is happening amongst the MEMS players already involved in the mobile phone and tablet market? This report provides the answers. One thing is for certain: new technologies are undoubtedly needed. More information on that report at http://goo.gl/W39QQu

TRANSCRIPT

Page 1: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014

75 Cours Emile Zola, F-69100 Lyon-Villeurbanne, France

Tel: +33 472 83 01 80 - Fax: +33 472 83 01 83

Web: http://www.yole.fr

Sensors for Cellphones and

Tablets

Huge MEMS for Cellphones and Tablets Market Reaching $6.4B by 2019.

Non-MEMS sensors are also exploding!

-SAMPLE-

FLIRInvenSense Freescale

Apple fingerprintHuawei

Samsung

AppleAtmel

Page 2: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 2

About the Author

Wenbin Ding

– Wenbin is responsible for MEMS market research at Yole Développement. She

previously worked at research enter CEA, Grenoble France. She holds a

Microelectronics Engineering degree from the National Engineering School in

Caen, plus a Master of Business Administration from IAE Caen, France.

– Contact: [email protected]

Page 3: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 3

MEMS for Mobile

Table of Contents

• Introduction, Definitions & Methodology 5

• Executive Summary 13

1. Trends in the Mobile Phone and Tablet Market and Market

drivers 40

2. Sensor Fusion and Sensor Hub 52

– Status of Sensor Fusion in 2013

– Roadmap and Applications

– Sensor Fusion Impact and Value Creation

3. Competitive Landscape of MEMS players 88

4. MEMS in Mobile Phones / Tablets: 2013-2019 Market

Overview 99

– Overview

– 2013-2019 MEMS Market Synthesis

5. Inertial Sensors, Magnetometers 120

– Overview

– MEMS Accelerometers

– MEMS Gyroscopes

– Magnetometers

– 6-axis E-compass

– 6-axis IMU Combos

– 9-axis Combo Solutions

6. MEMS Microphones and Speakers 168

– Silicon Microphones

– Microspeakers

7. Pressure and Humidity Sensors 188

– Pressure Sensors

– Humidity / Temperature Sensors

8. BAW, RF-MEMS and Silicon Timing 208

– BAW Filters and Duplexers

– MEMS Switches and Variable Capacitors

– Silicon MEMS Oscillators / Resonators

Page 4: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 4

MEMS for MobileTable of Contents

9. Optical MEMS: Mirrors, Display, AF, IR 263

– IR Sensors and Microbolometers

– Micromirrors for Pico Projectors

– Microdisplays

– MEMS Autofocus

10. Emerging MEMS for Mobile Devices 290

– Bio-Chemical Detectors & Gas Sensors

– MEMS Touchscreen

– Radiation Detectors

– MEMS Fuel Cells

– Energy Harvesting

– Others: UV, Ultrasonic…

11. Other Sensors in Mobile Phones (Non MEMS Technologies) 323

– CMOS Image Sensors

– ALS, Proximity, Color Sensors

– Fingerprint Sensors

• Conclusion and Perspectives 359

Page 5: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 5

Objectives of the Report

• The scope of this report covers:

– Main sensors integrated in mobile phones => not only sensors but also actuators

• MEMS accelerometers, MEMS gyroscopes, Magnetometers, 6-axis E-compass, 6-axis IMUs, 9-axis combo solutions, Pressure sensors, MEMS

microphones, BAW filters and duplexers, MEMS switches and variable capacitors, Silicon MEMS oscillators / resonators, Micromirrors for pico

projectors, Microdisplays, MEMS autofocus, Infra-Red sensors, Humidity + Temperature sensors, Emerging MEMS, Image sensors, fingerprint sensors

– All types of mobile phones (smartphones, feature phones and voice phones) + media tablets

• Basic e-readers not taken into account

• Amazon Kindle Fire and B&N Nook Tablet are counted as tablets. They are based on Android OS and provide advanced multimedia functionalities and

possibility to install applications from an app store

• The objectives of this report are the following:

– To provide a global overview of market data for most sensors (MEMS and non-MEMS) used in cell phones and tablets, including key market

metrics & dynamics:

• Unit shipments and revenue by type of sensor

• Average selling price analysis and expected evolution

• Market share with detailed breakdown for each player and major OEM contracts

– To provide an analysis of major technology trends for each device type:

• Current technologies and new development for future generations of products

– To provide a deep analysis of the challenges and opportunities for MEMS sensors and actuators in handsets and tablets:

• Description of the different drivers for integration and historical data on penetration of MEMS

• Which drivers for new sensors, why will it start, what will market adoption be like?

• Different levels of software and trends for sensor fusion: strategies for integration in the system, major software specialists and end-applications

• Insight about architecture changes linked to the emergence of combo solutions and of MEMS data processing

– To provide a clear understanding of the MEMS for mobile phone and tablet market competitive landscape:

• Major players and their main products

• Market share and evolution

– To analyze sensor fusion developments and emerging major end-applications, including indoor navigation and context awareness

Page 6: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 6

Who Should Be Interested in This Report?

• MEMS device manufacturers

– Evaluate market potential of future technologies and

products

– Understand the differentiated value of your

products and technologies in this market

– Build a roadmap for modules: which type of

modules? When?

– Identify new business opportunities

– Identify potential strategic partners or technology

providers

– Monitor and benchmark your competitor’s

advancements

• MEMS foundries, material and equipment suppliers,

packaging houses

– Understand what are the applications that will drive

the volumes in 2019

– Identify new business opportunities and prospects

• Specialists of microcontrollers, baseband/ transceiver,

application processor…

– Spot new opportunities and define diversification

strategies linked to sensor / data fusion

• Mobile phone and media tablet OEMs

– Evaluate market potential of future technologies and

products to differentiate your products

– Evaluate the benefits of using these new technologies

in your end system, design architectures for the next

generation of systems

– Screen potential new suppliers able to provide new

functionalities, or cost and size savings

• R&D centers

– Evaluate market potential of future technologies and

products for new applicative markets

– Identify the best candidates for technology transfer

• Financial & strategic investors

– Understand the structure and value chain of the

cellular handset and media tablet industry

– Estimate the potential of new devices such as RF

MEMS tuners, oscillators, autofocus, speakers…

– Get the list of the main key players and emerging start-

ups of this industry worldwide

Page 7: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 7

Companies Cited in This Report

AAC Technologies, Analog Devices, Aichi MI, AKM, Alps Electric, Amazon, AMS, Apple,

Aptina Imaging, Asus, Atmel, Audiopixels, AuthenTec, Avago, BlackBerry, BodyMedia,

Boeing, Bosch Sensortec, Broadcom, Canon, Capella, Cavendish Kinetics, CSR, DelfMEMS,

Discera, EPCOS, Excelitas, Fairchild, Fingerprint Cards, Freescale, Fujitsu, Gettop, Goertek,

Google, Hillcrest Labs, HTC, Huawei, IDEX, IDT, Intel, Intersil, InvenSense, Jabra, Jawbone,

Kionix, Knowles Acoustics, Lemoptix, Lenovo, LG, Marvell, Maxim, mCube, Mediatek, MEMS

Vision, MEMSensing Microsystems, Memsic, Micello, Microvision, MiraMEMS, Mobiplex,

Mosoro, Motorola, Movea, Murata, Navisens, Netatmo, NEWCO, Nextinput, Nokia, Nvidia,

NXP, Omnivision, Omron, On Semiconductor, Panasonic, Peregrine, poLight, Pyreos,

Qualcomm, RFMD, Rohm, Samsung, Sand 9, Senodia, Sensirion, SensorPlatforms, Sharp,

Silicon Labs, SiTime, Sony, Spreadtrum, STMicroelectronics, Synkera, Tactus Technology,

TCL, Tessera, Texas Instrument, Toshiba, TreLab, TriQuint, Trusted Positioning, u-blox,

Variable Technologies, Validity Inc., Visioglobe, Wavelens, Wiko, WiSpry, Withings, Wolfson,

Xiaomi, Yamaha, YotaPhone, Yulong, ZTE and many more !

Page 8: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 8

Major Changes from the 2013 Report

• MEMS for cell phone and tablet market has grew by more than $300M

– From $2.16B in 2011 to $2.57B in 2012

– Driven by:

• Organic growth of the smartphone / tablet market

• Adoption of more than 1 microphone and combo sensors

• Acceptance of new sensors (pressure sensors) and new types of integration (6-axis combos)

• Some non-MEMS sensors represent also huge opportunities

– Image sensor for mobile phone and tablet market is big and will keep growing fast in the coming years

– Fingerprint sensors are exploding after Apple’s integration

• Other new types of MEMS providing disruptive functions are being developed and will hit the market within a few years

– Biochemical sensors are very hot and rumors say that the new iPhone will integrate biosensors… Samsung already

integrated a biosensor for heart beat monitoring in the Galaxy S5!

– Gas sensors are also discussed a lot recently

• However some types of MEMS have been disappointing so far!

– Some MEMS products have been delayed:

• Humidity sensor is removed by Samsung in the Galaxy S5: market will drop in 2014 and may take off again after…

• Autofocus: still no products in 2013

• Microspeakers: no samples expected in 2013 as technical problems appeared for the first prototypes. Further development is

needed

– Some emerging sensors have just not found successful adoption so far

• Thermopiles, joysticks, RFID, micro fuel cells...: it is not clear that mobile device is the most suitable market for some devices

Page 9: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 9

Smartphone OEM Ranking

• Samsung took over Apple for the number 1 spot in smartphone

units

– With a much larger product range

• Apple still very focused with the iPhone

– Successful although latest results were disappointing for many

– Rumors say that this product range could expand to grab more market

share: iPhone mini, model with larger screen, more colors etc.

• Chinese players Huawei and ZTE are increasingly successful with

low cost smartphones

– And increasingly targeting higher-end segments

• Chinese player Lenovo had a successful year because of the

acquisition of Motorola business!

• Nokia has a weak position but expects the Lumia models with the

new Windows Phone 8 platform to takeoff

• Blackberry, having limited success with its OS, has substantially

declined. The launch of Blackberry Z10 could be their last chance.

Samsung31%

Apple15%

Huawei5%

LG5%

Lenovo4%

ZTE4%

Sony4%

Coolpad4%

Nokia3%

HTC3%

Others22%

2013 Smart Phone Market Shares (in volume)- Total = 878M units -

Source Yole développement, IDC, Gartner , Strategy Analytics © May 2014

Page 10: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 10

Global Trends and Impact on

MEMS Content(still valid in 2014)

Video / Music consumption

Global trends Impact for cell phones / tablets Impact on MEMS

Diversity of users and usages:

communication, entertainment,

business, fitness…

Multiplication of different platforms,

more differentiation in the form factor

and architectures

LTE

Increasing functionalities

Social networking

Sensor fusion

Stronger specifications for RF

components

Continuous pressure on cost and

size

More sensorsConnected devices: internet

access everywhere

Smartphone growth

Mobile advertisingLocation-based services

Casual AND Immersive gaming

experiences

Need for better performance (inertial,

acoustic…)

Integrated solutions, Combo sensors

Closer integration with processing

(MCUs, Application processor…)

Page 11: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 11

Sensor Fusion Application Roadmap

Valuation

Detection

Measurement

Interpretation

Discrete

sensors

6-axis/9-axis +

Basic sensor

fusion:

calibrations…Gesture

monitoring

Context

awareness

Indoor

navigation

Sports

performance

monitoring

Highly

accurate

sensors

Time

Today

+ models + shopping

preferences…

Page 12: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 12

Growth of MEMS and non-MEMS

sensors!

32%

68%

2011 MEMS VS. NON MEMS MARKET BREAKDOWN FOR CELL PHONES & TABLETS

(TOT ~US$5B)

MEMS non MEMSYole développement © May 2014

41%

59%

2018 MEMS VS. NON MEMS MARKET BREAKDOWN FOR CELL PHONES & TABLETS

(TOT ~US$13.7B)

MEMS non MEMSYole développement © May 2014

• The non-MEMS sensors market is growing fast!

– CMOS image sensors represent a big market for smartphones and tablets

– Light sensors, proximity sensors are also growing.

– Since Apple integrated a fingerprint sensor, Samsung, Pantech, HTC are also adopting a fingerprint sensor in their latest

smartphones. The market is promising.

• However the MEMS market is growing even faster: reaching more than 40% of the total market by 2018

Page 13: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 13

The Cell Phone and Tablet Market Drives

Changes in MEMS Landscape13 of the Top 30 MEMS players already involved in this market

(Up from 11 last year!)

0

200

400

600

800

1000

1200

Rev

en

ue

($

M)

Top 30 MEMS Players with focus on the cell phone / tablet revenue- 2013 Revenue ($M) -

Cell phones / tablets Other markets

Yole développement © May 2014

Page 14: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 14

Available MEMS Reports

MEMS Cosim+

MEMS Manufacturing

Cost Simulation Tool

Ferro-Electric

Thin Films

Inertial MEMS

Manufacturing

Trends 2014

Thin Wafer

Handling

Technology Trends

for Inertials MEMS

RF Filters, PAs,

Antenna Switches &

Tunability for Cellular

Handsets

Trends in MEMS

Manufacturing &

Packaging

Ferro-Electric

Thin Films

Motion Sensors for

Consumer & Mobile

applications

Uncooled Infrared

Imaging Techology &

Market Trends

IMU & Gyro for

Defense, Aerospace

& Industrial

Status of the

CMOS Image

Sensors

New!New!

Sensor fusion of

acceleros, gyros &

magnetometers

Infrared Detectors

Technology &

Market Trends

New!

New!

MEMS Front-End

Manufacturing

Trends

MEMS for Cell

Phones and Tablets

MEMS Pressure

Sensor

Status of the

MEMS Industry

New!

New!

Emerging MEMS

New!

New!

Page 15: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 15

Yole activities in MEMS

www.yolefinance.com

YOLE FINANCE M&A/ Due Diligence/ Fundraising/

Technology brokerage

PARTNERS

CONSULTINGMarket research/Technology

& Strategy/Patent Investigation/

Reverse costing

www.yole.fr

MEDIANews portal/Technology magazines/

Webcasts/Communication services

REPORTSMarket & technology/Patent

Investigation/Reverse costing

Status of the

MEMS Industry

Page 16: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 16

Our Offices & Contact Information

Japan Office

• For custom research: Yutaka Katano, General Manager, Yole Japan & President, Yole K.K.

Phone: (81) 362 693 457 - Cell : (81) 80 3440 6466 - Fax: (81) 362 693 448 - Email: [email protected]

• For reports business: Takashi Onozawa, Sales Asia & General Manager, Yole K.K.

Email: onozawa@yole,fr

European and North America Office

• Jean-Christophe Eloy, Email : [email protected]

• Yole Développement Headquarter, France: David Jourdan, Sales Coordination & Customer

Service, Tel: +33 472 83 01 90, Email: [email protected]

Korea Office

• Hailey Yang, Business Development Manager, Phone : (82) 2 2010 883 - Cell: (82) 10 4097 5810

- Fax: (82) 2 2010 8899 – Email: [email protected]

Page 17: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

© 2014• 17

For More Information…

Take a look at our websites

www.yole.frYole Développement corporate website

www.i-micronews.comNews Portal - online free registration to our publications

www.systemplus.frSister company expert in teardown & reverse costing analysis

www.yolefinance.comSeparate business unit of Yole dedicated to financial services

Follow us on

Page 18: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

STMicroelectronics remains the global leader for MEMS in cellphones and tablets, but Knowles, Bosch Sensortec and InvenSense all grew in 2013.

In 2012, Knowles lost market share in the MEMS microphone business due to strong competition from Analog Devices, AAC Technologies and Goertek. Still, it managed to regain market share in 2013 by supplying two microphones in the iPhone 5C and iPhone 5S. However, it is hard to predict what its market share in 2014 will be after recently losing its dispute against Goertek.

The top four players own more than 50% market share in different MEMS & sensors markets. Leading companies are trying to enlarge their MEMS products portfolio in order to supply a bundle

of products to their customers. STMicroelectronics provides inertial sensors, microphones and pressure sensors. Bosch Sensortec is also focused on these products. And in 2013, InvenSense joined in by acquiring Analog Devices’ MEMS microphone business line, and signed a collaboration agreement with Sonion. InvenSense also released a 7-axis combo that integrates pressure sensors inside of a 6-axis IMU.

In these competitive conditions, two questions are key: 1) What strategies will newcomers pursue? 2) What is happening amongst the MEMS players already involved in the mobile phone and tablet market? This report provides the answers. One thing is for certain: new technologies are undoubtedly needed.

The MEMS & sensors for mobile phones and tablets market is growing fast. In fact, the market will expand from $2.85B in 2013 to ~$6.4B in 2019, while shipments will increase from 5.8Bunits to 18.9Bunits!

Only a few devices are close to mature: BAW filters and MEMS accelerometers. Many MEMS, sensors and actuators represent the “milk cow” part of the industry: gyroscopes, duplexers, MEMS microphones, etc. Plus, we have identified 15+ other device categories that are just starting to hit the market or are still in development.

Motion sensors are the market’s largest segment. Stand-alone sensors will likely decline in the next few years - especially discrete accelerometers. Gyroscopes will find its new emerging function: OIS. Combo sensors such as 6-axis IMU and 9-axis combo will drive the future market. Price pressure is very high.

The microphone market is still growing, but should be somewhat limited. Except for Apple, no smartphone makers are integrating three microphones. Thus, in several years this market could be somewhat saturated.

MEMS & Sensors MEMS and Sensors for Mobile Phones and Tablets

COMPETITION BETWEEN MEMS & SENSORS PLAYERS IS FIERCE. HOW CAN NEW COMPANIES ENTER THE FRAY AND BECOME SUCCESSFUL?

A CONTINUOUSLY GROWING MEMS & SENSORS FOR CELLPHONES & TABLETS MARKET, & EVER-DECLINING AVERAGE SALES PRICES!

Market & Technology Report

REPORT OUTLINE• Title: MEMS and Sensors for Mobile Phones and Tablets • May 2014• Market & Technology Report• PDF file• €5,990 - Multi user license (380+ slides)• €3,990 - One user license (380+ slides)

KEY FEATURES OF THE REPORT• Strategy analysis of the mobile phone and tablet market• Sensor fusion and sensor hub status, roadmap and applications• Competitive landscape: market share, products split and evolution for each sensor• Overview and synthesis of the MEMS in mobile phones and tablets market• Detailed sensors applications, market metrics and dynamics, plus developments and future evolution: Inertial sensors, magnetometers and combos / Microphone and speakers / Pressure sensors and humidity sensors / BAW, RF-MEMS and silicon timing / Optical MEMS: micro mirrors, microdisplay, Autofocus, IR sensors / Emerging MEMS: Bio-chemical sensors, touchscreen, fuel cells, energy harvesting / Other sensors: CMOS image sensors, ALS, proximity sensors, fingerprint sensors

Find all our reports on www.i-micronews.com

WHAT’S NEW • Gives update of key market metrics and dynamics 2011-2019• Covers new sensors being adopted by smartphones and tablets• Provides updated information on each product and the competitive landscape in general• Gives a detailed status of sensor hub and sensor fusion in 2013, along with a roadmap and applications.• Predicts sensor fusion’s future impact and value creation

Top 30 MEMS & Sensors players, with a focus on cell phone & tablet revenue

(Yole Développement, May 2014)

The mobile phone and tablet market is growing, and price is decreasing. What’s the best plan for entering this market and building success?

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Page 19: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

MEMS and Sensors for Mobile Phones and Tablets

SENSOR FUSION IS THE BUSINESS’S HOTTEST TOPIC!

CMOS IMAGE SENSORS, AMBIENT LIGHT SENSORS, PROXIMITY SENSORS, FINGERPRINT SENSORS AND BIOSENSORS: MORE SENSOR OPPORTUNITIES FOR THE MOBILE PHONES AND TABLETS MARKET!

MEMS & Sensors for cellphones and tablets market

Sensor fusion application roadmap

(Yole Développement, May 2014)

(Yole Développement, May 2014)

Pressure sensors are now used in high volume, but LBS service applications must still be developed. Humidity sensors have been removed from the Samsung Galaxy S5; consequently, we see this market declining significantly in 2014. However, it may take off again if a big smartphone maker decides to reignite it.

BAW duplexers are very popular for LTE RF modules (high frequency and difficult bands in particular). Antenna tuners are now skyrocketing and MEMS technology is positioned to participate in this market. Also, silicon MEMS timing devices should bring a high value proposition for diverse premium timing components such as 32kHz in smartphones, TCXO grade and MCUs.

Regarding optical MEMS, the use of uncooled thermal imagers in cell phones and tablets is still in an early stage for market acceptance. FLIR and Opgal are the two thermal imager solutions providers that have shown products, but other players are developing uncooled IR imagers for consumer applications as well. After pressure and humidity sensors, there could be a market opportunity for IR detectors to provide the spot thermometry function in mobile devices, since the detector measures the surface emissivity of a random external object.

In this report, you will discover more details about every MEMS & sensors device used in mobile phones and tablets.

Sensor hubs are now integrated in high volume: for example, Apple uses a sensor hub in the iPhone 5S. Sensor fusion valuation will increase in the next few years; Fairchild’s acquisition of Xsens for $60M is the first example of such increase. Moreover, it will not be limited to basic function - data interpretation is also possible.

Different elements are required for sensor fusion, including MEMS, sensor hub, software, and low-power RF communication for transmission in some systems.

Sensor fusion could occur at different levels: in individual sensors, in sensor modules, in the sensor hub or in the application process. Yole Développement provides an in-depth analysis of these different possibilities and their value partitioning.

Sensor fusion can enable numerous new applications in mobile phones and tablets: indoor navigation, augmented reality applications and context awareness, which may enable an “always-on” sensor.

This report provides detailed examples of these applications.

We observed very strong growth for non-MEMS sensors, i.e. fingerprint sensors and CMOS image sensors.

The mobile phone market is by far the largest CIS application. In 2013, it represented 66% of the entire CMOS image sensor market in volume and 53% of total revenue. The mobile phone market has been strongly driven by the race towards higher resolution, aiming at reaching a DSC-like image quality for high-end smartphones. Omnivision, Samsung and Sony

will continue to dominate this market due to their advanced technologies, large installed capacity and cost-optimized manufacturing machine.

Light sensors are also growing considerably at the moment. However, this market suffers from strong price erosion due to the low number of OEMs and a lack of innovative options. Combo sensors, long distance and gesture recognition are the three main ways to stabilize margins.

7

Mar

ket

($B

)

3,5

2011 2012 2013 2014 2015 2016 2017 2018 20190

Tablet Cell Phone

Valuation

Detection

Measurement

Interpretation

Discrete sensors

6-axis/9-axis + basic sensor

fusion: calibrations… Gesture

monitoring

Context awareness

Indoor navigation

Sports performance monitoring

Highly accurate sensors

Time

Today

+ models + shopping preferences…

Page 20: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

Market & Technology Report

The objectives of the report are to provide:

• A global overview of market data for most sensors (MEMS and non-MEMS) used in cell phones and tablets, including key market metrics and dynamics.

• An overview of major technology trends for each device type.

• A deep analysis of the challenges and opportunities for MEMS, sensors and actuators in handsets and tablets.

• A clear understanding of the MEMS for mobile phones and tablets market’s competitive landscape.

• An analysis of sensor fusion developments and emerging major end-applications, including indoor navigation and context awareness

OBJECTIVES OF THE REPORT

Fingerprint sensors are and will be widely integrated into smartphones following their adoption in Samsung and Apple’s most recent offerings. Asian players have also announced new products with fingerprint scanners: Vivo’s Xplay 3S was unveiled in December 2013 with a 6” 2K display, a powerful audio amp and a fingerprint reader; and Pantech’s latest smartphones, the Vega Secret Up and the Vega Secret Note, both incorporate a fingerprint sensor. In October 2013

HTC launched its HTC One Max, which boasts a

huge 5.9” display and a fingerprint scanner. Yole

Développement believes that fingerprint sensors

for the mobile phones and tablets market will see

huge growth over the next few years.

Moreover, other sensors are expected to be

integrated as well, including gas sensors and

biosensors. This is truly an exciting time to be

part of this industry!

AUTHORS

Dr. Eric Mounier has a PhD in microelectronics from the INPg in grenoble. he previously worked at CEA LETI R&D lab in grenoble, France in marketing dept. Since 1998 he is a co-founder of Yole Developpement, a market research company based in France. At Yole Developpement, Dr. Eric Mounier is in charge of market analysis for MEMS, equipment & material.

Frédéric Breussin is responsible for the MEMS and Sensors activity. He has supported many companies in their innovation and product development strategy in making the bridge between micro systems technologies and their applications in consumer, automotive, industrial, Life sciences, diagnostics and medical device industries. He holds an Engineering diploma from INSA Rouen & a DEA in fluid mechanics from University of Rouen.

• Introduction, definitions & methodology 5

• Executive summary 13

• Trends in the mobile phone and tablet market, plus market drivers 38

• Sensor fusion and sensor hub 50

> Sensor fusion status in 2013 > Roadmap and applications > Sensor fusion impact and value creation

• MEMS players competitive landscape 86

• MEMS in mobile phones/tablets: 2013-2019 market overview 95

> Overview > 2013-2019 MEMS market synthesis

• Inertial sensors, magnetometers 116

> Overview > MEMS accelerometers > MEMS gyroscopes > Magnetometers > 6-axis E-compass > 6-axis IMU combos > 9-axis combo solutions

• MEMS microphones and speakers 164

> Silicon microphones > Microspeakers

• Pressure and humidity sensors 184

> Pressure sensors > Humidity/temperature sensors

• BAW, RF-MEMS and silicon timing 204

> BAW filters and duplexers > MEMS switches and variable capacitors > Silicon MEMS oscillators/resonators

• Optical MEMS: Mirrors, display, AF, IR 260

> IR Sensors and microbolometers > Micromirrors for pico projectors > Microdisplays > MEMS autofocus

• Emerging MEMS for mobile devices 287

> Bio-Chemical detectors and gas sensors > MEMS touchscreen > Radiation detectors > MEMS fuel cells > Energy harvesting > Others: UV, ultrasonic, etc.

• Other sensors in mobile phones (Non-MEMS technologies) 320

> CMOS image sensors > ALS, proximity, color sensors > Fingerprint sensors

• Conclusion and perspectives 382

TABLE OF CONTENTS

COMPANIES CITED IN THE REPORT (non-exhaustive list)AAC Technologies, Analog Devices, Aichi MI, AKM, Alps Electric, Amazon, AMS, Apple, Aptina Imaging, Asus, Atmel, Audiopixels, AuthenTec, Avago, BlackBerry, BodyMedia, Boeing, Bosch Sensortec, Broadcom, Canon, Capella, Cavendish Kinetics, CSR, DelfMEMS, Discera, EPCOS, Excelitas, Fairchild, Fingerprint Cards, Freescale, Fujitsu, Gettop, Goertek, Google, Hillcrest Labs, HTC, Huawei, IDEX, IDT, Intel, Intersil, InvenSense, Jabra, Jawbone, Kionix, Knowles Acoustics, Lemoptix, Lenovo, LG, Marvell, Maxim, mCube, Mediatek, MEMS Vision, MEMSensing Microsystems, Memsic, Micello, Microvision, MiraMEMS, Mobiplex, Mosoro, Motorola, Movea, Murata, Navisens, Netatmo, NEWCO, Nextinput, Nokia, Nvidia, NXP, Omnivision, Omron, On Semiconductor, Panasonic, Peregrine, poLight, Pyreos, Qualcomm, RFMD, Rohm, Samsung, Sand 9, Senodia, Sensirion, SensorPlatforms, Sharp, Silicon Labs, SiTime, Sony, Spreadtrum, STMicroelectronics, Synkera, Tactus Technology, TCL, Tessera, Texas Instruments, Toshiba, TreLab, TriQuint, Trusted Positioning, u-blox, Variable Technologies, Validity Inc., Visioglobe, Wavelens, Wiko, WiSpry, Withings, Wolfson, Xiaomi, Yamaha, YotaPhone, Yulong, ZTE and many more!

With the participation of Wenbin Ding, formerly Technology & Market Analyst, MEMS Devices & Technology at Yole Développement

RELATED REPORTS • Status of the MEMS Industry• MEMS Microphone• 6-9-Axis and other MEMS reverse costing analyses from System Plus Consulting• Emerging MEMS• Apple iPhone 5S Camera Module from Sony

Page 21: MEMS & Sensors for Mobile Phones and Tablets 2014 Report by Yole Developpement

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