The development of any industry is inseparable from the overall global economy environment influence,MAZ4200-L datasheet, such as MEMS industry. Semiconductor market research agency Semico Research technical director Tony Massimini thinks, at present global economic weakness. The main reasons include:1people generally worry about political and economic instability, so do not dare to spend money. 2from the sales, car already restored boom in Japan, but after the earthquake, the auto industry is still very slow recovery. 3 industrial orders growth to slow. 4short term, no positive incentives can change the present situation of economic stagnation.
In macroscopical economy index, following the 2010Global GDP growth of 4.9%, expected 2011growth will fall to3.8%,2012 could reach 4.5%. Main driving force comes from: OEM manufacturers will be in the fourth quarter of2011third and digest the previous inventory; Europe and the United States economy may appear.
Industry market analysis
Tony Massimini said, the second half of 2011, the PC market’s overall performance was disappointing. Desktop and server motherboard market in third, the 4 quarter glides continuously; AMD CPU supply pressure, and Nvidia fall released 28nmGPU to AMD to PC to weigh; school than in former years also weak demand. In addition, compared with the strong demand in emerging market countries, the European PC market is still weak.
Mobile phone market presents a joy several depression. Intelligent mobile phone market is the only park, intelligent mobile phone PCB supply in the third quarter to maintain more than 10% growth, while the other mobile phone market segments in third, the 4 quarter is just passable performance.
Consumer electronics, in addition to iPad one branch alone beautiful, set-top box, DVD player, digital video, digital camera, HDTV, MP3 and the PCB e-reader shipments were lower than the quarter average.
Reflect the global semiconductor sales of the Semico IPI index in the third quarter of 2011to the first half of 2012, will be out xianyihouyang curves, inflection point may appear in 2012February.
Semico Research to make the forecast assumptions is, terminal products will use more memory, RF, MEMS, application and baseband processor and semiconductor chip; consumers to buy HDTV, set-top box, digital cameras and video games and other products of desire is not strong; the 2011 / 2012market new capacity slow growth; capital spending; overall chip average price decline; supply chain tightening, cumulative inventory to be released; market overreaction on recession.
Semico Research thought, including passenger cars and commercial vehicles, car market growth will resume ( see Figure 2), which is also the largest MEMS application market. Mobile phone will transfer to the high-end market,2011, intelligent mobile phone in MEMS product sales accounted for20%,2011 and 2015, the average annual compound growth rate will reach 38%. Intelligent mobile phone in 2014 will replace the car, become MEMS maximum application market. In addition, including flat panel computer, notebook, the whole calculation server market in 2011 ~2015 will maintain continuous growth
In 2015, the global MEMS market revenue will reach 11800000000 dollar
Market research firm iSuppli MEMS and sensor industry analyst Jeremie Bouchaud said the chief, in 2010, the global MEMS market revenue of approximately $7200000000, is expected in 2011for $7900000000, an increase of about 10%;2012 will grow to about $8800000000, by 2015 this figure will reach 11800000000dollar,2010~ 2015, the average growth rate of about 10.5%.
Intelligent mobile phone and automotive electronics — Application of MEMS two pillars
Semico Research research thought,5 years in the future, intelligent mobile phone and automotive electronics will be the MEMS application two big main market, they are on the overall size of the contribution rate in 60% above. From 2011 to 2015, according to MEMS product application areas of sales forecast as shown in figure 6. During this period, the average selling price of MEMS products will continue to decline, the average annual compound will decline to8.2% (see Figure 7). The industry boom will follow the mainstream semiconductor product cycles and changes.
Semico Research Tony Massimini, MEMS industry to maintain steady growth, need to establish a healthy ecological system, realizes the design tools, simulation, verification and packaging standards, and promote the development of other semiconductor devices.
ISuppli analysis and forecasting, consumer electronics and mobile MEMS market will increase from $1500000000 in 2010to $4400000000 in 2015, the average annual compound growth rate of approximately 22% ( see Figure 8). According to the2011report published in July,2012, MEMS technology will be used more handheld devices and other consumer electronic products ( Figure9). Intelligent mobile phone will continue to play a locomotive pulling effect; at the same time, flat panel computer will provide new opportunities for growth, it will actively promote the” Full PC tablet computer”; and the game of the future did not seem very hopeful, has reached a peak2010,2011 ~2012will decline,2014will walk out of trough, pick up L.
2011 product highlights are: TI handheld products in the MEMS thermopile, Knowles electronics MEMS stick game, still the manufacturer rolls out the RF MEMS converter / variable capacitance diode. The next 5 years, mobile phone and computer in motion sensors ( accelerometers, gyroscopes, pressure + Compass) is the popular technology of hot ( see Figure 10). But iSuppli on the remote motion sensor and MEMS speaker is not too optimistic, even thought the latter in2015will not have a decent market.
The field of automotive electronics, MEMS global market size will be increased from USD 1900000000 in 2010 to $2860000000 in 2015, the average annual compound growth rate of approximately 8.5% ( see Figure 11). Due to the Japanese on2011, global car sales may drop2200000in 2012, and the downward trend will continue.
Because of the laws and regulations of the car more and more stringent requirements, ESC, airbags and a tire pressure monitoring ( TPMS ) and other security applications will become mainstream, tire pressure monitoring will rise from 2015in China become a mandatory law. Energy saving and emission reduction in China will also become the driving force of the sensor market growth. In addition, the integration of sensor will cause prices to decline the rate of7-8%.
In industry, communication, medical electronics, military and civil aviation lights high value-added applications, MEMS global market size will be increased from USD 1500000000 in 2010 to $2700000000 in 2015, the average annual compound growth rate of approximately 12.3%. MEMS can not only reduce the industrial and civil energy consumption, also contribute to the energy development and exploration. ISuppli argues that in each of these areas, China has become the main MEMS application market.
MEMS supply chain evolution
Market Research and analysis firm Yole, MEMS supply chain structure is pregnant with new changes. The MEMS device can be used to replace function, such as a microphone; can also be used for new features, such as a microscope, RF MEMS tuned antenna; or combination of features, such as IMU, the function is to bring commercial model of revolution. In microphone field, some manufacturers of wafer, some manufacturers are focusing on packaging, sales sensor. In MEMS plants and IDM also appeared a kind of intermediate business model: some IDM specifically with their own design and production of the MEMS wafer, and the number of MEMS factories with their own product design and development platform. The MEMS industry another change is, in a module integrated chip, which began with6degrees of freedom ( DoF ) to 10degrees of freedom inertial module. At the same time that the high degree of integration, software and supply chain in the multiple challenges.
Yole detailed analysis of MEMS market several important changes in supply chain:
One,2016, consumer electronics in the field of inertial sensor will account for a large share of. In the game, mobile phone, computer and PMP application, may account for nearly 1/ 3 of the volume, and nearly 50% of sales.
In two, MEMS microphone of supply chain in the past few years have had no small change. For example, Infineon has transformed the microphone chip suppliers, supply Rui sound technology ( AAC Acoustics ), Hosiden, BSE, Goertek and other Asian microphone manufacturers; at the same time, MEMSTech and Omron and other other manufacturers are trying to become the place of pure plant microphone manufacturers.
In three, a bolometer detector, with the camera module is a camera manufacturer ‘s main business. This will further promote the integration and application of infrared detector.
Yole in 2011March released data show, TI, HP, Bosch and ST manufacturers such as global MEMS sales ranking in 201030. This year MEMS global market revenues of approximately $8700000000, shipped in 4300000000, in which the field of consumer electronics accounted for46%;2016revenue of $19600000000, shipped in 15800000000, revenue and volume of the compound annual growth rate is respectively 15% and24%. Among them, the largest share of inertia MEMS, microbolometer, oscillator and microfluidic chips and other new devices also have certain contribution.
Firm strategy analysis
A number of manufacturers from highly dispersed to the relative concentration of development, showed that the MEMS business is mature. In 2010, global sales of more than $100000000 in a manufacturer to have 21. Bosch, ST, Panasonic and other major manufacturers to become larger, small firms competitive situation more grim. Small scale and scattered manufacturers products will be very difficult and competitive, but focused on one or two kinds of technology products manufacturers still have certain market space for survival. ” If only a single product AKM, Knowles Electronics ( Knowles ), TI and Inkjet manufacturers, performance is also very good. Chip design, packaging, software and other technology division more and more special, this will become important in the future development trend.” Yole analyst Laurent Robin noted.
At present, ranking in the top 30 global manufacturers is the most integrated manufacturing company, the emergence of new changes, more and more manufacturers began offering OEM business; other manufacturers to take into account the cost and infrastructural factors, are being outsourced consumer device or part of specialized technology, thereby becoming light wafer manufacturer ( Fab-light ). For example, only Knowles and InvenSense belongs to a fabless manufacturer, HP, Lexmark, fly think of Carle, ADI ( Lexmark ), Infineon, VTI and many other manufacturers to light the wafer manufacturer. 30, there are a lot of fabless manufacturers or in development, or in the growth stage, the latter may later become big company, also may flower briefly as the broad-leaved epiphyllum.
Yole analysis of the report pointed out, the next few years of MEMS industry is the key. Those engaged in high value-added automotive electronics manufacturers will still retain the internal generation plant; into the field of consumer electronics manufacturers are more likely to use a form of outsourcing; and its own factory manufacturers of consumer electronics in order to survive, will have to try to increase market share, to offset the huge cost of infrastructure.
On behalf of the factory needs to pay close attention to mass application areas of the market, through the development of a new device suppliers or customers, in order to make the scale of production remained stable. Read the rest of this entry »