最新MEMS技术及市场趋势分析2015

FromTechnologiestoMarketWhatdoesthefutureholdforMEMS?AnoverviewoftheMarket&TechnologyTrendsClaireTROADECFromTechnologiestoMarketSeptember©2015?BoschSeminar,BeijingBoschBMA355accelerometerdetailfromSystem+Consultingreport2TABLEOFCONTENTSWhatdoesthefutureholdforMEMS?AnoverviewoftheMarket&TechnologyTrends•OverviewoftheMEMS&sensorsmarket•FutureIndustrygamechangersNewdevices&applicationsDisruptivetechnologiesNewplayers?•Conclusions@2015||WhatdoesthefutureholdforMEMS?©2015OverviewoftheMEMS&Sensorsmarket@2015||WhatdoesthefutureholdforMEMS?4MEMS&SENSORS:THE5SENSES…Force&touchsensors@2015||WhatdoesthefutureholdforMEMS?©YoleDeveloppement-July20155MEMS&SENSORS:THE5SENSES…MEMS&sensorsdevicesbringincreasedfunctionalities…SmellHearingTasteSightTouchmicrophonesmicrobolometersForce&touchsensorsmicrodisplaysHumiditysensorsImagesensorElectronictongueGassensorsElectronicnose@2015||WhatdoesthefutureholdforMEMS?©YoleDeveloppement-July20156MEMS&SENSORS:THE5SENSESANDMANYMORE……andareexpendingtowardsstrongerenvironmentinteraction…SmellHearingTasteSightTouchmicrophonesmicrobolometersPressureGassensorsPressuresensorsForce&touchsensorsmicrodisplaysHumiditysensorsBalanceInertialdevicesRFcommunicationOscillators,tuners&filtersImagesensorElectronicnoseElectronictongueFluidsBiochips@2015||WhatdoesthefutureholdforMEMS?©YoleDeveloppement-July20157MEMS&SENSORS&ACTUATORS:THE5SENSESANDMANYMORE……TheapplicationsscopeofMEMSisbroadbutveryfragmentedanddiversified…SmellHearingTasteSightTouchmicrophonesmicrobolometersPressureGassensorsPressuresensorsFluidsBiochipsForce&touchsensorsmicrodisplaysHumiditysensorsBalanceInertialdevicesRFcommunicationOscillators,tuners&filters&switchesSpeechMicrospeakersmicromirrorsMicropumpsFocusAutofocusElectronicnoseElectronictongueImagesensor@2015||WhatdoesthefutureholdforMEMS?©YoleDeveloppement-July20158MEMS&SENSORSROADMAPFromMorethanMooretowardsBeyondMooreLawMEMS&Sensorsenablekeyfunctionalities…Currentbattlegroundoftheindustry198020102020IndustrycompetitionMooreIndustrycompetitionMorethanMooreIndustryCompetitionBeyondMooreLaptopPersonalComputersSmartphonesAutonomousvehiclesRoboticServantsQuantifiedselfDronesAccelerationSensingInteractionageProcessingInformationageActuatingEnhancementageTabletsSmarthomes2040Telekinesis@2015||WhatdoesthefutureholdforMEMS?©YoleDeveloppement-July201592000–2020MEMSMARKET($M)Continuousgrowthover20years(includingglass/polymer-basedmicrofluidicschips)Continuousgrowth(4Xin20years)withouttheICcyclicalpatternwithhighvolatility.$,0$5,000$10,000$15,000$20,000$25,0002000200120022003200420052006200720082009201020112012201320142015201620172018201920202000–2020MEMSMarkets($M)SourceYoleDéveloppementWearehere…Theconsumerwaveisstarting©YoleDeveloppement-July201510©2015||WhatdoesthefutureholdforMEMS?2000–2020MEMSMARKET(MUNITS)20%CAGRover2004–2020(includingglass/polymer-basedmicrofluidicschips)In2030,aMEMSASPat$0.3?(Alreadyarealityforaccelerometers)SimpleMEMSmarketrule:2016,$16B,16Bunits,$1ASP05,00010,00015,00020,00025,00030,00035,0002000200120022003200420052006200720082009201020112012201320142015201620172018201920202000–2020MEMSMarket(Munits)SourceYoleDéveloppement©YoleDeveloppement-July201511©2015||WhatdoesthefutureholdforMEMS?2000–2020MEMSASPEVOLUTIONBy2020,MEMSASPwillbe$1In20years,theASPhasbeendividedby5!$0,0$0,5$1,0$1,5$2,0$2,5$3,0$3,5$4,02000200120022003200420052006200720082009201020112012201320142015201620172018201920202000–2020MEMSASPdecreaseSourceYoleDéveloppement©YoleDeveloppement-July2015122015–2020MEMSMARKETS(BYAPPLICATION)ConsumerisstillthemaindriverConsumer(incl.wearable)ismorethan60%@2015||WhatdoesthefutureholdforMEMS?©YoleDeveloppement-July2015AeronauticsAutomotiveDefenseConsumerIndustrialMedicalTelecom13©2015||WhatdoesthefutureholdforMEMS?05,00010,00015,00020,00025,00030,0002014201520162017201820192020CAGR2015-20Shipments(Munits)MEMSmarketforecastshipments(inMunits)©2015YoleDéveloppement-April20152015–2020MEMSMARKETS(MUNITS)MEMSshipmentswillalmosttriplefrom2014to2020(weexcludeglass/polymer-basedmicrofluidicschips)17%CAGRover2015–2020InkjetheadsPressuresensorsAccelerosMicrophonesGyrosDigitalCompassInertialCombosProjectionSystemsMicrodispensers(microfluidics)RFMEMSOscillatorsOthers(microstructures,microtips,flowmeter,…)©2015FutureMEMSgamechangers@2015||WhatdoesthefutureholdforMEMS?15©2015||WhatdoesthefutureholdforMEMS?FUTUREMEMSINDUSTRYGAMECHANGERSWhatwill/couldchangethefutureofMEMS?AlthoughMEMSarenotinamaturingphase,evolutionkeepsgoingon.•NEWDEVICES&APPLICATIONS:•Newlargevolumemarkets(wearables,IoT…)•Pressuresensorsforconsumer•NewMEMSdevicessuchasgassensors•AshiftinvaluefromSi(material)tothefullsolution(sensorfusion–brain!)•NEWDISRUPTIVETECHNOLOGIES/DESIGN:•AdvancedPackagingsolutionse.g.,TSV•Newmaterials(e.g.,thinfilmPZTformicrophone,industrialIJH,autofocus…)•300mmMEMSline(s)forlargevolumetolowercost•Butonlyafewcompaniescanaffordsuchinvestment(a