Status of the MEMS Industry 2020 - Yole Développement

1 From Technologies to Markets 2020 Statusof the MEMS Industry2020 Market and Technology ReportSample2 Glossaryanddefinitions2 Tableofcontents3 Scopeofthisreport8 Whoshouldbeinterestedinthisreport13 Reportmethodology14 Howtouseourdata15 Abouttheauthors16 Companiescitedinthisreport17 Whatwegotright,Whatwegotwrong18 YoleGrouprelatedreports203-pagesummary24 ExecutiveSummary28 Context64 Introduction65oElectronicmegatrendsareth epushingforcesformoreMEMS&sensoradoption oGlobalTechnologyRoadmapoMEMS sensortypeshistory&evolutionoSensors/act uatorscanemulate&extendourhumansensesoME MS averagesellingpriceevolution(2000-2025) Aperspectiveonthegeneralimpactofcovid-19 71oCOVID-19 ImpactonmarketsoCOVID-19 ImpactoverviewoCOVID-19impact Short & mid-term Mid& long-term From globalization to localization?

2 OExceptionalsituation,exceptionalmeasure sMarketforecasts78 The3 Yolescenariosforcovid-1979 Impactofcovid-19inourforecasts80 Forecastsbyend-market82oGlobalMEMS forecasts(byvolume&value)oConsumer(byvol ume&value)oAutomotive(byvolume&value)oIn dustrial(byvolume&value)oMedical(byvolum e&value)oTelecom(byvolume&value)oDefense &Aerospace(byvolume&value)oExpectedchang einMEMS marketsbetween2019-2020duetocovid-19oMEM S marketdynamicsbyend-marketoMarketshare($ M)betweenthemainMEMS marketsoThebestgrowthopportunitiesineach market(bydevicetype)oCommentsforeachMEMS marketTABLE OF CONTENTS1/5 Status of the MEMS Industry 2020 | Sample | | 20203 Forecastsbydevice97oMEMS marketforecastsbydevice(byvolume&value)o Inkjetheads(byvolume&value)oPressure(byv olume&value)oMicrophone(byvolume&value)o Accelerometer(byvolume&value)oGyroscope( byvolume&value)oMagnetometer(byvolume&va lue)oInertialcombos(byvolume&value)oOpti cal(byvolume&value)oInfrared(byvolume&va lue)oSi-microfluidics(byvolume&value)oRF (byvolume&value)oOscillators(byvolume&va lue)oEnvironmental(byvolume&value)oFutur e(byvolume&value)

3 OMEMS marketdynamicsbydeviceoAnalysis Waferforecasts123oMEMSW aferstartsoMEMSW aferstartssplitby<6 and>8 oWaferstartsvolumes detailoMEMS cappingwafersPlayersranking& marketshare128 Player landscape129o2019 MEMS playersrankingoTopMEMS players technologybreakdownoBusinessmodeldiversi tyoCommentsonMEMS playersrankingoTOP-10 MEMS playersrevenue10-yearhistoryoThetitans racecontinuesoTopMEMS playerrankingsevolutiono2019 MEMS foundryrankingsoCommentsonfoundryranking oMEMS foundriesdevicecapabilitiesoFocusonresea rchinstitutesofferingMEMS foundryservices Marketshares145oInkjetheadsoPressureoMic rophoneoAccelerometeroGyroscopeoMagnetom eteroInertialcombosoInfrared(Thermopile& Microbolometer)oOpticaloSi-microfluidics oRFoOscillatorsTABLE OF CONTENTS2/5 Status of the MEMS Industry 2020 | Sample | | 20204 Markettrends159 Trendsbyend-market160oConsumer MarketTrendsoConsumer/medicalmarkettrend soMedicalmarkettrendsoAutomotivemarkettr endoAutonomousvehicles theroboticdisruptioncaseoRobotictranspor tation keydriversoMobilitytrendsoIndustrial markettrendsoTelecom markettrendsoDefense markettrends Trendsbydevicetype173oMEMS sensorsgainingattentionduetocovid-19oInk jetheadsmarkettrendsoPressureMEMS markettrendsoMEMS microphonesmarkettrendsoInertialMEMS markettrendsoSimicrofluidicsmarkettrends oThermalimaging/sensingmarkettrendsoPoss ibletriageprocedureforCovid-19screeninga tairportsoWhatifbusinessesadoptthermalca meras?

4 OSWOT analysisoffeverscreeningthermalcamerasoT hermopile-basedgunthermometeroCMOS imagesensorsandthermalimagerscomparisono CMOS&ThermalImagersensorevolutionoOptica lMEMS markettrendsoRFMEMS andoscillatorsmarkettrendsoRFMEMS&oscill atorsnewproductsoRFMarkettrends-Filteran dduplexersupplychainoEnvironmental/gasse nsormarkettrendsoEnvironmentalMEMS possibletargetprice(forhighvolumes)oMEMS microspeakersmarkettrendsTechnologytrend s199 Manufacturing200oGeneralMEMST rendsoYieldimprovementroadmapforMEMS wafersinspectionTABLE OF CONTENTS3/5 Status of the MEMS Industry 2020 | Report | | 20205oOverviewofmainmanufacturingtrendsp erMEMS deviceoMEMS formfactor MiniaturizationoThinningRoadmapforMEMS devicesoFromprocessestoproductsplatforms o12 forMEMS Yes, and it is MEMS for healthcare!

5 Implications Does it make sense?oBuildingMEMS withinCMOSoKeytechnicalstepsintheMEMS manufacturingchain Example of MEMS accelerometer Example of MEMS gyro Example of MEMS microphone Example of MEMS microbolometer Example of MEMS mirror Example of RF MEMS Example of MEMS oscillatoroHermeticthroughGlassvias(TGV) oStatusof3 DprintingforMEMS?oConclusion MEMS devicestechnologytrends222oInkjetheads-t echnologytrendsoPressureMEMS-technologyt rendsoMicrophonetechnologytrendsoThermal Imaging/Sensing-technologytrends A new miniature SMD thermopile-basedthermometerfromMelexis Integrationin smartphones? Whocouldlead developmentin high-volume smartphone integration?oSi-microfluidics-technology trends The Advent of SI-based platforms Point-of-Need instrument type roadmapoRF/oscillators-technologytrends Filter technology portfolio Micro-BAW fromQorvo What to look out for in RF MEMS and oscillatorsoMicromachinedUltrasonictrans ducers(MUT)oUltrasoundimagingtechnologyr oadmapoNew/otherMEMS developmentsoMultispectralsensing:fromni chetothemasses?

6 OMEMST echnologyroadmapTABLE OF CONTENTS4/5 Status of the MEMS Industry 2020 | Sample | | 20206 Software,processing,computing,AItrends24 0oFromsensingtopredicting,towardsmoreadv ancedusercasesoSensorsrequireintelligenc eoIntelligentenvironmentalsensorhuboClou dandedgecomputingoThevaluechainfollowsth edataflowoHowtoacquirevaluefromMEMS? ,whereisthecomputingdone?oSpeechrecognit ionoGooglePixel3vsPixel4 HardwareoHowtorevitalizetheMEMS marketoSynthesisoAcoustictechnologyproli ferationroadmapoAudiovaluechaindevelopme ntoDeepLearningforgassensingbelowlimitof detectionoPossiblethermalimagingAIdevelo pmentsoEvolutionofMEMS sensors?Conclusions & Perspectives263 Conclusions264 Short-termPerspectives (2020-2021)265 Long-termPerspectives (2022-2025)266 The questfor value acquisition in the MEMS market267 On the road to augmented intelligence268 Reverse Costing Structure, Process and Cost Analyses269 Butterfly network scMUT Infineon ssealeddual membrane microphone MEMS Microphones Comparison2020 Usound smicrospeaker TDK Chirp s MEMS-based Ultrasonic ToFsensor Smartphone quarterly monitorAppendix276 Corporate Presentation287 TABLE OF CONTENTS5/5 Status of the MEMS Industry 2020 | Sample | | 20207 ADAS:AdvancedDriverAssistanceSystemAF:Au to-FocusAHRS:Attitude&HeadingReferenceSy stemAI:ArtificialIntelligenceAR:Augmente dRealityANC.

7 ActiveNoiseCancellationASIC:ApplicationS pecificIntegratedCircuitASP:AverageSelli ngPriceAUV:AutonomousUnderwaterVehicleBA P:BarometricAirPressureBAW:BulkAcousticW aveCAGR:CompoundAnnualGrowthRateCIS:CMOS I mageSensorCMUT:CapacitiveMicromachinedUl trasoundTransducerCPU:CentralProcessingU nitDLP:DigitalLightProcessingDOF:DegreeO fFreedomDPF:DieselParticulateFilterDSP:D igitalSignalProcessingECG:ElectroCardioG ramECM:ElectretCondenserMicrophoneESC:El ectronicStabilityControlFADEC:FullAuthor ityDigitalEngineControlFBAR:Thin-FilmBul kAcousticResonatorGPF:Gasolineparticulat efilterGPU:GraphicsProcessingUnitHMD:Hea d-MountedDisplayHUD:Heads-UpDisplayHVAC: Heating,Ventilation&AirConditioningIC:In tegratedCircuitIDM:IntegratedDeviceManuf acturerIJ:InkJetIMU:InertialMeasurementU nitIoT:InternetofThingsIP:IntellectualPr opertyIR:InfraRedLWIR:LongWaveInfraRedM& A:Mergers&AcquisitionsMAP:ManifoldAirPre ssureMEMS:MicroElectroMechanicalSystem(s )MIMO:MultipleInputMultipleOutputMOEMS:M icroOpto-Electro-MechanicalSystem(s)MOS: MetalOxideSemiconductorNDIR:Non-Dispersi veInfraRedNPU:NeuralProcessingUnitOIS:Op ticalImageStabilizationPMUT:PiezoMicroma chinedUltrasoundTransducerPVS:PersonalVi sionSystemsPZT:LeadZirconateTitanateRF:R adioFrequencyROV:RemotelyOperatedVehicle SAW:SurfaceAcousticWaveSNR:SignaltoNoise RatioSoC:SystemonChipSOI:SiliconOnInsula torTPMS:TirePressureMonitoringSystemsUAV :UnmannedAerialVehicleUGV:UnmannedGround VehicleV2X.

8 VehicleToEverythingVOA:VariableOpticalAt tenuatorVOC:VolatileOrganicCompoundVR:Vi rtualRealityWLO:WaferLevelOpticsYoY:Year -on-YearGLOSSARYAND DEFINITIONSS tatus of the MEMS Industry 2020 | Sample | | 20208 SCOPE OF THISREPORTM arketsMEMS DevicesForecastsPlayersTrendsForecastsUn its$US DollarPlayers and rankingMarket TrendsDefense & AerospaceIndustrialTelecommunicationsMed icalConsumerAutomotiveTechnology TrendsMarket sharesInkjet headsPressureMicrophonesAccelerometersGy roscopesMagnetometersInertialcombosOptic alMicrobolometerThermopilesSi-microfluid icsRFOscillatorsMicrotipsFlowmetersEnvir onmental(humidity, gassensors, env. hubs)Future (microspeaker, cMUT/pMUTfor medical, pMUTfor ultrasonicfingerprint)Are your needs outside the scope of this report?

9 Contact us for a customized report:Theobjectivesofthisreportaretopro vide:oAglobalviewaboutthefutureofMEMSoAn understandingoftheMEMS marketsandapplications(consumer,automoti ve,industrial,medical,telecomanddefense& aeronautics)oMEMS players ranking,dynamicsandmarketshareoMEMS marketdatain$M,units,andwafersfor2019-20 25oApresentationofMEMS marketandtechnologytrends8 WafersStatus of the MEMS Industry 2020 | Sample | | 20209 APPLICATIONS TRACKED BY YOLEFOR EACH MEMS DEVICE (1/3)Inkjet HeadsConsumer and officeLarge/wide Format Printers -for graphics and technicalIndustrial & printing (digital presse, label, ceramics, )Thermal disposable headsThermal permanent headPiezoelectric permanent headThermal permanent printheadPiezoelectric permanent headThermal permanent printheadPiezoelectric permanent headPressure sensorsPressure sensors for automotivePressure sensors for industrialPressure sensors for consumerPressure sensors for medicalPressure sensors for aeronauticsMAP Power TrainBAP Power TrainParticlefilter(DPF, GPF) Power TrainFuel tank evaporation (EVAP) Power TrainExhaust gas recirculation (EGR)

10 Power TrainEngine Oil Power TrainAutomatic transmission oil Power TrainTPMS SafetyBrake Booster SafetySide airbags SafetyPedestrian protection SafetyHVACP rocess controlHVACT ransportationSmart phones & tabletsDronesWearableSmart homes/buildingElectronic cigaretteBlood monitoring invasiveBlood monitoring non invasiveRespiratorySmart inhalerOthersAir DataFADECH ydraulic & othersSi MicrophonesConsumerMedicalAutomotiveOthe rs CellphoneTabletsLaptopsWearableOthers (Home Automation, PMP, Laptop, handheld GPS, PC peripherals, )Medical (Hearing Aids)AutomotiveIndus, defense, high endAccelerometersSingle accelerometers for consumerAccelerometers for automotiveAccelerometers for MedicalAccelerometers for industrialAccelerometers for aeronauticsAccelerometers for DefenseCellphoneTabletsGamingRemote controlsWearableOthers (Home Automation, PMP, Laptop, handheld GPS, PC peripherals, )Standalone airbag front sensorAirbag peripheral sensorESC acceleration sensorRoll over sensingTPMSO ther: integrated GPS, active suspension, safety, vibration, EPBA ccelerometer for pacemakerAccelerometer for other healthcare applicationsSeismic -GeophonesAntenna stabilizationIndustrial vibration monitoringInclinometersOffshor