status, challenges and opportunities for mems and sensors · 2018-11-15 · •although the mems...
TRANSCRIPT
Status, Challenges and Opportunities for MEMS and Sensors
Dr. Eric MOUNIER, Fellow Analyst, YOLE Développement
• MEMS & Sensors forecast
• On the road to AI for MEMS
• Megatrends• Consumer mobility example• Smart transportation example
• Conclusions
Different MEMS, sensors, and actuators - where they can combine
An innovation wave for MEMS: another 10 years of R&D
R&D center, FinlandMEMS hyperspectral
Israel, 2015ADAS-based FIR camera
Austria, 2014MEMS speakerUS, 2017
MEMS gas chromatography/e-nose
Finland, 2016MEMS resonator
US, 2013 – now TDKMEMS ultra sound transducer
US, 2016MEMS micro switch
US, 2014MEMS OIS
US, 2009Piezo microphone
USMEMS FTIR
China, 2014MEMS LidarFrance, 2014
IR MEMS emitter for gas sensing
US, 2014Ingestible sensor
NL, 2010 – now InfineonMEMS mirrors
US, 2013MOEMS lidar
Israel, 2016MEMS lidar
These MEMS startups are today paving the way to new type of MEMS sensors and actuators: piezo MEMS, titanium MEMS, FTIR, e-nose, ultra-sounds and acoustic, FIR and hyperspectral, micro mirrors for lidars, switches, resonators … & many more
France, 2016Ti MEMS for medical
Spain, 2017Scanning lidar
MEMS startups examples
FR, e-nose
FR, e-nose
6
Air quality is becoming a priority.
MEMS is not a new detection principle but a
new manufacturing platform that allows cost
reduction and miniaturization
PID, Chromatography,
Chemi-luminescence
MOS/ChemFET
Lifetime
IR
IR
Holographic
Catalytic Resonant Acoustic
Volume
2 years 5 years 10 years
Co
nsu
me
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VA
CM
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Electro chemical
Tran
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(ai
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mfo
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ow
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rain
)D
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&
Ind
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sa
fety
MEMS technology for gas sensing is coming
Global sensors and actuators forecast
In 2017 the total IC market was $420B, with MEMS, sensors, and actuators representing 11%.
Semiconductor-based Sensors/Actuators forecast, by device (US$M)
From $50+B in 2018 to $100+B in 2023!
MEMS market size vs. CAGR
On the road to augmented intelligence
ELECTRONIC MEGATRENDS: 2021 market cursors
Consumer Mobile
Consumer technology evolution waves
3D and 5G will impact both infrastructure and mobile industries
• New packaging (fan out)
3D imaging & Sensing Market forecast (in $M)
Smart Transportation
Two distinctive paths for autonomous vehicles
Robotic cars, autonomous vehicles, electrification will deeply affect tomorrow’s cars.
Robotic Vehicle sensors revenue forecast
* Global Navigation Satellite System
*
Sensors for the Smart Automotive industry - Ecosystem
Conclusions
• 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 players.
• 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.
