EDITOR’S CHOICE NEWS
2014 top MEMS players ranking W
ith an impressive 20% growth in MEMS revenue compared to 2013,
and sales revenues of more than $1.2B, Robert Bosch GmbH is the clear number 1. From Yole Développement’s yearly
analysis of “TOP 100 MEMS Players”, analysts have released the “2014 TOP 20 MEMS Players Ranking”. This ranking shows the clear emergence of what could be a future “MEMS titan”: Robert Bosch (Bosch). Driven by MEMS for smartphone sales – including pressure sensors -, Bosch’s MEMS revenue increased by 20% in 2014, and totaling $1.2B. The gap between Bosch and STMicroelectronics now stands at more than $400M. “The top five remains unchanged from
2013, but Bosch now accounts for one- third of the $3.8B MEMS revenue shared by the top five MEMS companies. Together, these five companies account for around one-third of the total MEMS business”, details Jean-Christophe Eloy, President & CEO, Yole Développement (Yole). “It’s also interesting to see that among the top thirty players, almost every one increased its revenue in 2014”, he adds. In other noteworthy news, Texas
Instruments’ sales saw a slight increase thanks to its DLP projection business. RF
companies also enjoyed impressive growth, with a 23% increase for Avago Technologies (close to $400M) and a 141% increase for Qorvo (formerly TriQuint), to $350M. Meanwhile, the inertial market keeps
growing. This growth is beneficial to InvenSense, which continues its rise with a 32% increase in 2014, up to $329M revenue. Accelerometers, gyroscopes and magnetometers are not the only devices contributing to MEMS companies’ growth. Pressure sensors also made a nice contribution, especially in automotive and consumer sectors. Specifically, Freescale Semiconductor saw a 33% increase in pressure revenue, driven by the Tire Pressure Monitoring Systems (TPMS) business for automotive. On the down side, ink jet head
companies still face hard times, with Hewlett-Packard (HP) and Canon both seeing revenues decrease. However, new markets are being targeted. Though thus far limited to consumer printers, MEMS technology is set to expand into the office and industrial markets as a substitute for laser printing technology (office) and inkjet piezo machining technology (for industrial & graphics).
“What we see is an industry that will
generally evolve in four stages over the next 25 years. This is true for both CMOS Image Sensors and MEMS”, explains Dr Eric Mounier, Senior Technology & Market Analyst, MEMS devices & Technologies at Yole. He explains: “The “opening stage” generally begins when the top three companies hold no more than 10 – 30% market share. Later on, the industry enters the “scale stage” through consolidation, when the top three increases its collective market share to 45%.” According to Yole, the “More than
Moore” market research and strategy consulting company, MEMS industry has now entered the “Expansion Stage”. “Key players are expanding, and we’re starting to see some companies surpassing others (i.e. Bosch’s rise to the top). If we follow this model, the next step
will be the “Balance & Alliance” stage, characterised by the top three holding up to 90% of market share”, comments Dr Mounier.
Yole Développement
www.yole.fr
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