The hottest MEMS sensor market is gradually maturi

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MEMS sensor market is gradually maturing

a recent MEMS sensor research report shows that emerging MEMS sensors are emerging, and chemical/gas sensors based on MEMS technology will become star products in the future. By 2020, the global MEMS industry will exceed US $20billion

the MEMS industry is becoming more and more mature, and emerging devices are emerging.

in 2014, the market scale of silicon-based MEMS devices reached 11.1 billion US dollars. Due to the huge market demand for smart and tablet computers, the development of MEMS industry has entered the fast lane, followed by the wearable and IOT market with unlimited growth potential. At the same time, the MEMS industry is also highly dynamic. Even the more mature automotive market also needs new technologies to challenge the existing pattern. The manufacturing cost of some MEMS devices is only tens of cents. For example, motion sensors are becoming a cheap commodity, just like temperature sensors a few years ago. Mature technology meets the needs of larger market capacity and integration of a variety of sensor systems, which also promotes the rapid transfer of MEMS manufacturing to the next generation wafer size

In addition, we believe that emerging MEMS devices continue to emerge. Although gas and chemical sensors are based on semiconductor technology, MEMS technology can further reduce the size and cost, thus opening up new opportunities. We believe that gas sensors based on MEMS technology will be used more and more, especially in wearable and consumer electronic devices, such as smart and smart glasses. Another example is that MEMS Micro mirrors are attracting attention from the optical communication market, such as the rapid growth of calient; Or MEMS Micro mirrors are applied to human-computer interaction interfaces, such as Intel's acquisition of lemotix

in the past, we have seen leaders in different markets, and the competition is also very open. But what is still fresh in 2014 is the growth of Robert Bosch, a future MEMS giant who can't get accurate experimental results. Last year, driven by the consumer market, the company's MEMS revenue increased by 20% to $1.2 billion, ranking first in the world. The MEMS revenue of Italian French semiconductor now lags behind Bosch by US $400million. Compared with 2013, the top five MEMS companies in the world have not changed, with a total revenue of $3.8 billion, accounting for about one third of the global MEMS market. Bosch's dominant position is obvious, because its revenue accounts for about one-third of the total revenue of the top five companies

mems has always relied on semiconductor based micromachining technology to manufacture devices to replace more complex, bulky or insensitive sensors. The analysis shows that there will be four trends to change the MEMS market pattern in the future:

* emerging devices, such as gas sensors, micro mirrors and environmental combination sensors

* new applications, such as pressure sensors used for position (height) sensing

* disruptive technologies, including packaging, new materials (such as piezoelectric films and 3-bar specimens, the number of which varies according to their supply situation)

* new designs, Including NEMS (nano electromechanical system) and optical integration technology

the world's top ten MEMS manufacturers occupy most of the market share. We divide them into two categories: fierce generals and struggling giants. The fierce generals include Bosch, invensense, Avago and qorvo. Bosch deserves special attention because it is the only dual market (automotive and consumer electronics) MEMS company in the top 30, and it also has dual facilities for R & D and mass production. Struggling giants include Italy France semiconductor, Hewlett Packard, Texas Instruments, Canon, Lou's electronics, Denso and Panasonic. These companies are currently trying to find an effective growth engine. In addition, it is also worth mentioning that some small giants, such as qorvo and Infineon, have great potential to develop into heroes or giants in the future

ranking of the top 30 MEMS manufacturers in the world in 2014

according to the analysis, the development direction of MEMS companies: (1) develop a single MEMS product line into a diversified product line; (2) MEMS product line develops into system integration product line. So far, Bosch is the most successful case

product line positioning of the world's top 30 MEMS manufacturers in 2014

future opportunities: software, 12 inch wafers, new detection methods and emerging sensors

analysis shows that 12 inch MEMS wafer manufacturing will become a hot topic in the next few years. 12 inch wafer manufacturing will affect the entire MEMS supply chain, including design, materials, equipment and packaging. At present, there are two main reasons to drive 12 inch wafer manufacturing, (1) technical requirements. For example, devices with CMOS layer want to have a smaller feature size, and the expansion of wafer size and the reduction of chip feature size promote and promote each other accordingly. Each level of wafer size increase will be accompanied by a level of chip feature size reduction; (2) Economic demand: enterprises pursue to continuously reduce costs and increase production

packaging has become the focus of many MEMS companies, but now software is also becoming an important part of MEMS sensors. With the further integration of sensors, more and more data need to be processed, and software makes a variety of data fusion possible. Due to the increasingly prominent importance of software, acquisitions continue to occur, such as invensense's acquisition of movea

with the development of NEMS, new packaging technology and other factors, a new round of MEMS investment cycle begins

sensors, packaging and software will become an integrated sensing solution

although the combined sensor market continues to grow, there are still bright spots in the discrete inertial sensor market

consumer applications will continue to grow significantly in the year, and the annual growth rate of shipments is expected to be 17%. However, the pressure of price decline is huge, falling by about 5% every year, so the annual growth rate of market revenue is 13%. In the field of consumption, there is another interesting phenomenon: Although combined sensors are widely used, discrete accelerometers still maintain a growth momentum. Because wearable devices and IOT will also need a large number of discrete sensors. In addition, a Bosch discrete accelerometer is also used in the smart iphone6

the combined sensors of accelerometers and magnetometers are suitable for functions, because they can adopt algorithms. China has invested a lot of energy in the research of new material technology to simulate gyroscopes, thus increasing the consumption in the low-end. The 9-axis or 10 axis combination sensor will be driven by wearable devices

the research also found the development trend of many other MEMS devices, such as the recent outbreak of inkjet print heads for industrial applications. MEMS technology is replacing piezoelectric inkjet technology in the industrial and graphics markets, and at the same time replacing laser printing technology in the office field. We also believe that the pressure sensor market in smart, tablet and wearable devices will exceed 580million US dollars in 2020. Another surging market is consumer MEMS microphones. Medical, automotive and other applications are still in their infancy. In addition, micro mirrors also have many industrial applications, such as printing and forming, laser micromachining, lithography, holographic data storage, spectroscopy, phototherapy, three-dimensional measurement, microscopy, head mounted displays and network data centers

the market of infrared microbolometer continues to grow. Products with a resolution of 320x240 pixels have been widely used because of their good resolution/cost ratio. Due to the demand of automobile and monitoring market, it will still occupy a dominant position. Although the release of lepton module did not improve FLIR's performance in 2014, it and seekthermal (using Raytheon infrared imager) will open a new market in the future

for RF applications, the bulk acoustic wave (BAW) filter market will be driven by high-end intelligence in the next few years. In the third quarter of 2014, cavendishkinetics released an impressive MEMS antenna tuning switch to meet the reliability/cost specifications of the consumer market

finally, according to the research, we believe that chemical/gas sensors based on MEMS technology will become star products in the future, and smart and wearable devices will be widely used

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