Status of the MEMS Industry 2021 - s3.i-micronews.com

1 From Technologies to Markets 2021 From Technologies to MarketsStatus of the MEMS Industry 2021 Market and Technology Report 2021 Sample22 Status of the MEMS Industry 2021 | Sample | | 2021 GLOSSARIESADAS:AdvancedDriverAssistanceS ystemAF:Auto-FocusAHRS:Attitude&HeadingR eferenceSystemAI:ArtificialIntelligenceA R:AugmentedRealityANC:ActiveNoiseCancell ationASIC:ApplicationSpecificIntegratedC ircuitASP:AverageSellingPriceAUV:Autonom ousUnderwaterVehicleBAP:BarometricAirPre ssureBAW:BulkAcousticWaveCAGR:CompoundAn nualGrowthRateCIS:CMOSI 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:Micro-Electro-MechanicalSystem (s)MIMO:MultipleInputMultipleOutputMOEMS :MicroOpto-Electro-MechanicalSystem(s)MO S:MetalOxideSemiconductorNDIR:Non-Disper siveInfraRedNED:NanoscopicElectrostaticD riveNPU:NeuralProcessingUnitOIS:OpticalI mageStabilizationpMUT:PiezoMicromachined UltrasoundTransducerPVS:PersonalVisionSy stemsPZT:LeadZirconateTitanateRF:RadioFr equencyROV:RemotelyOperatedVehicleSAW:Su rfaceAcousticWaveSNR:SignaltoNoiseRatioS oC:SystemonChipSOI:SiliconOnInsulatorTPM S:TirePressureMonitoringSystemsUAV:Unman nedAerialVehicleUGV:UnmannedGroundVehicl eV2X:VehicleToEverythingVOA:VariableOpti calAttenuatorVOC:VolatileOrganicCompound VR:VirtualRealityWLO:WaferLevelOpticsYoY .

2 Year-on-Year33 MEMS(microelectromechanicalsystems)arese miconductordevicesthatincludemovingparts inthe (suchasvelocity, ) : MEMS sensor chips are made of silicon (front-end manufacturing), generally assembled with an ASIC chip, and packaged in first-level packaging (back-end manufacturing). Second-level packaging adds further electronics, robust housing, and connectors. In this report we only consider first-level packaging s value, and not 2nd-level, module value. Exceptions: Forapplications that integrate chips directly in second-level packaging (automotive HVAC or oil, etc), we consider a theoretical first-level packaging packaging (module, transducer, transmitter) sensor + ASIC packagedSensor alone or sensor + ASIC chips(multi-chip packages or monolithic)First-level packaging: devices mainly considered formarket forecasts Systems (automotive, ex. powertrain)Front-endBack-endStatus of the MEMS Industry 2021 | Sample | | 202144 applications TRACKED BY YOLED VELOPPEMENTFOR EACH MEMS DEVICE (1/3)Inkjet headsConsumer and officeLarge/wide format printers -for graphics and technicalIndustrial & printing (digital press, label, ceramics, )Thermal disposable headThermal 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 TrainParticle Filter (DPF, GPF) Power TrainFuel Tank Evaporation (EVAP) Power TrainExhaust Gas Recirculation (EGR)

3 Power TrainEngine Oil Power TrainAutomatic Transmission Oil Power TrainTPMS SafetyBrake Booster SafetySide Airbags SafetyPedestrian protection SafetyHVACT hermal runawayProcess controlHVACT ransportationSmart phones & tabletsDronesWearablesSmart homes/buildingsElectronic cigarettesBlood monitoring invasiveBlood monitoring non-invasiveRespiratorySmart inhalerOthersAir DataFADECH ydraulic & othersSi microphonesConsumerMedicalAutomotiveOthe rs CellphoneTabletsLaptopsWearablesOthers (Home Automation, PMP, Laptop, handheld GPS, PC peripherals, )Medical (Hearing aids)AutomotiveIndustrial, defense, high endAccelerometersSingle accelerometers for consumerAccelerometers for automotiveAccelerometers for medicalAccelerometers for industrialAccelerometers for aeronauticsAccelerometers for defenseCellphoneTabletsGamingRemote controlsWearablesOthers (Home automation, PMP, Laptop, handheld GPS, PC peripherals, )Standalone airbag front sensorAirbag peripheral sensorESC acceleration sensorRoll over sensingTPMSO ther.

4 Integrated GPS, active suspension, safety, vibration, EPBA ccelerometer for pacemakersAccelerometer for other healthcare applicationsSeismic -geophonesAntenna stabilizationIndustrial vibration monitoringInclinometersOffshore -Directional drilling + surveyGPS aiding, agriculture / mobile mappingOther industrial applicationsAHRSN avigationOther aero (vibration )Missiles, guided munitions, bombsDefense stabilization systemsNavigation and other defense applicationsStatus of the MEMS Industry 2021 | Sample | | 202155 applications TRACKED BY YOLED VELOPPEMENTFOR EACH MEMS DEVICE (2/3)GyroscopesSingle Gyroscopes for consumerGyroscopes for automotiveGyroscopes for industrialGyroscopes for medicalGyroscopes for aeronauticsGyroscopes for defenseMobile phoneMobile phone (OIS)TabletsGamingRemote controlsWearablesOthers (DSC, PMP, laptop, handheld GPS, PC peripherals, )Roll overESC gyroscope GPS navigationStabilization systemsGPS aiding -Mobile mappingROVs / AUVs navigation for offshoreFirst responder systemsDrillingFall detectionOther commercial applicationsWearablesAHRS for general aviation / backup instrumentFlight control for civil helicopters and aircrafts / navigation for civil & paramilitary UAVs / OthersSpace satellites, spacecraft & skyrocketsPlatform stabilizationMissile guidance, Guided munitions / bombsDefense UAV & UGV navigation / control , OthersMagnetometersSingle Magnetometers for consumerMagnetometers for automotiveCell phonesTabletsOther consumer applications (wearables)AutoInertial combosConsumer accel gyro combosConsumer accel magneto combosConsumer 9 DOF combosAuto combos accel gyroMobile phoneTabletsOthersMobile phoneTabletsOthersMobile phoneTabletsMedicalOthers (Wearables, Home Automation, PMP, )

5 ESC combo, RolloverRobotic carsOptical MEMS Optical MEMS for telecomOptical MEMS for medicalOptical MEMS for industrialOptical MEMS for automotiveOptical MEMS for aeronauticsOptical MEMS for consumerOptical MEMS for defenseSwitchesVOAsOthers (tunable filters, optical benches, transceivers)MicrospectrometersHMDsAdapt ive opticsDigital Cinema HUDsLiDARHUDsHome cinema projector (including laser TV)Pico projector (stand alone and embedded)Office projector AutofocusARHMDsStatus of the MEMS Industry 2021 | Sample | | 202166 applications TRACKED BY YOLED VELOPPEMENTFOR EACH MEMS DEVICE (3/3)MicrofluidicsMicrodispensers & drug deliverySi biochipsInhalersMEMS Micropumps & MicrovalvesMicroneedlesPoC testingNext gen sequencing & sample preparationRF MEMSRF switches for telecomRF switches for industrialSwitch for SpaceRF switches for defenseRF MEMS for cellphonesRF switches for base stationsRF switches for small cellsRF switches for ATE & RF InstrumentationRedundant matrixCommutation matrixRadar & communicationsRF switches for communicationsRF switches for radarsBAW filters & duplexersRF switches (antenna)Antenna tunersOscillators and resonatorsConsumerIndustrialAutomotiveIn frastructure & telecomTV, DSLRM obile, wearable, IoTIIoTAutomotiveBase stations, servers, routers.

6 MicrotipsMicrotips & probesMicrotips for AFMP robes for ATEF lowmeterFlow meterFlow meter for medical and Diagnosticsflow meter for industrialEnvironmental MEMSH umidityGasCombos (multi-gas, humidity, temperature, pressure)Humidity for automotiveHumidity for consumerHumidity for industrialChemical MEMS / Gas sensorEnvironmental hubOthersMicrostructures, microvalvesUltra sonic fingerprintMicrospeakerThermal sensing/imaging MEMST hermopiles 1-4 pixelsThermopile arrays -1x8 to 64x80 pixelsMicrobolometers for automotiveMicrobolometers for industrialMicrobolometers for defenseMicrobolometers for consumerWearable (spot thermometer)MedicalIndustrial T measure, gas & fire detection, HVAC, smart buildingsNight visionFirefighting, maritime , surveillance, thermography, PVS, Predictive maintenance, building, process controlSoldier night vision, weapon sights, enhanced driver vision, missile seekersMobiles, tablets & other commercial (UAV, EVS, ) Status of the MEMS Industry 2021 | Sample | | 202177 Glossaries2 Definitions3 applications tracked by YoleD veloppementfor each MEMS device4 Tableofcontents7 Scopeofthisreport12 Methodologies&definitions13 Abouttheauthors16 Companiescitedinthisreport18 Whatwegotright,whatwegotwrong19 YoleGroupofcompaniesrelatedanalyses20 Howtouseourdata?

7 243-Pagesummary25 Executivesummary29 Context72 SemiconductorsinthetimeofCOVID-1973 Thetwolastyearsinperspective Supplychain SomeMemssensorsattheheartofthecovid-19pa ndemic Accelerationofpre-existingtrends End-markets81 TheHumansenses Sensorstotherescue Nextconsumerelectronicsrevolution? Automotive&mobility WhereareMEMS sensorsneededinthecar? Robotictransportation-Keydrivers Marketdynamics:globalmedicaltechnologyma rket MEMS inthemedicalfield Healthcaremegatrend:thechangesarebenefic ialtotheMEMS Industry Chronicdiseases, Medicalapplications Industrialapplications Maintrendsintelecom&infrastructure 2020estimatedmilitarybudgetbycountry(TOP 10) Semiconductorsforthesoldierofthefuture Defenseandaerospaceend-systemtrends ElectronicmegatrendsacceleratingMEMS adoptionStatus of the MEMS Industry 2021 | Sample | | 2021 TABLE OF CONTENTSPart 1/588 Marketforecasts103 Forecastsbyend-market104 GlobalMEMS forecastsbyendmarket(byvolume&value) Consumer(byvolume&value) Automotive(byvolume&value) Industrial(byvolume&value) Medical(byvolume&value) Telecom(byvolume&value) Defense&aerospace(byvolume&value) MEMS marketdynamicsbyend-market Marketshare(byvalue)ofthe6mainMEMS markets Thebestgrowthopportunitiesineachmarket(b ydevicetype) Forecastsbydevice119 MEMS marketforecastsbydevice(byvolume&value) Inkjetheads(byvolume&value) Pressure(byvolume&value) Microphone(byvolume&value) Accelerometer(byvolume&value) Gyroscope(byvolume&value)

8 Magnetometer(byvolume&value) Inertialcombos(byvolume&value) Optical(byvolume&value) Thermalimaging/sensing(byvolume&value) Si-microfluidic(byvolume&value) RF(byvolume&value) Oscillators(byvolume&value) Environmental(byvolume&value) Future(byvolume&value) MEMS marketdynamicsbydevice Waferstarts Waferstarts volumedetail AnalysisMarkettrends148 Newproducts MEMS inkjetprintheads PressureMEMS-Consumertrends OutlookforpowertrainMEMS pressuresensorsStatus of the MEMS Industry 2021 | Sample | | 2021 TABLE OF CONTENTSPart 2/599 ScenariosforpowertrainMEMS pressuresensorsinthelongterm Automotivemarket Microphonesmarkettrends MicrophoneandinertialMEMS markettrends InertialMEMS markettrends InertialMEMS havegonetoMars Twobattlefrontsforthermaldetectors&image rs Microbolometertrends(thermography) Microbolometertrends-Automotive OpticalMEMS markettrends Opticalmems:stand-alonemirrors MicrofluidicDevice Markettrends BAWF ilters Markettrends MEMS switching Markettrends MEMST iming Markettrends Ultrasoundmarkettrends MEMS microspeakermarkettrends EnvironmentalImpactofMEMS Evolutionofsensing?

9 AchievingemotionsensingMarketshares&supp lychain181 Player sranking182 2020memsplayersrankings Topmemsplayer stechnologybreakdown Businessmodeldiversity CommentsonMEMS playersrankings Similaritybetweensemiconparentandchild MEMS foundriesranking Foundriesmap MEMS foundriesdevicecapabilities Commentsonfoundryplayers Marketshares194 Memsinkjetheadsmarketshares Pressurememsmarketshares Memsmicrophonesmarketshares Memsaccelerometersmarketshares Memsgyroscopesmarketshares Memsmagnetometersmarketshares Inertialcombosmarketshares OpticalmemsmarketsharesStatus of the MEMS Industry 2021 | Sample | | 2021 TABLE OF CONTENTSPart 3/51010 Thermopilesmarketshares Microbolometersmarketshares Simicrofluidicsmarketshares Rfmemsmarketshares Memsoscillatorsmarketshares Ecosystemdynamics208 Investments,fundraisings&Iposoftheyear M&Aandpartnershipsoftheyear MEMS startuprecenthistory MUTtechnologysupplychain Promisingmemsplayerstofollow ConclusionsTechnologytrends216 GeneralMEMS trends217 Manufacturingtrends218 ThinningroadmapforMEMS devices IdentifiedphotolithographystepCOUNTINMEM S diemanufacturing Lithographyprocess Lithographyprocesskeyparameters MEMS lithographyrequirementsandtrends GeneralbondingrequirementforMEMS&sensors PermanentbondingadoptioninMEMS Specificbondingrequirements/challengesby mems&sensorstype W2 WpermanentbondingadoptionforMtMdevicesan dcapping FocusonMEMS3 Dintegration Synthesis Devicetechnologytrends230 PiezoMEMS technologies InkjetHeads-Technologytrends PressureMEMS technologytrends IntelligentTPMS fromMelexis Intelligenttires Inertialsensorstechnologytrends Inertialandopticaltechnologytrends:MOEMS -basedsensor Opticalmems:micromirrorsarray Opticalmems:Stand-alonemirrors OpticalMEMS.

10 STMicroelectronic smicromirrors MicrobolometertechnologytrendsinAutomoti ve MicrofluidicDevice TechnologytrendsStatus of the MEMS Industry 2021 | Sample | | 2021 TABLE OF CONTENTSPart 4/51111 RFMEMS Technologytrends MEMSF ilters-Acousticfiltertechnologyataturnar ound MEMS oscillatorstechnologytrends Memsforopticalimagestabilization MEMS sensor -shiftOIS:afutureopportunity? Memsprobecards EnvironmentalMEMS Gassensors Environmentalsensors Keydetectionprinciples MUTtechnology CompetitionandpenetrationofCMUT&PMUT Memsmicrospeakers:differentstructures NewtypesofMEMS devices?270 MEMS basedforce/touchsensors&haptics Energyharvesting XrayMEMS Fromsensortosystem275 Heterogeneousintegration:Movingupthesign alchain Keepingaperfectbalance Moredatafedtotelematics Thenextphaseofgrowthcouldcomefromdatains ights thevaluechainfollowsthedataflow Cloudandedgecomputing Aiiscomingdownfromthecloudandtowardsthee dge TypeofAItargeted EDGEAIS tartupsrelatedtoMEMS ConclusionsOutlook286 MEMS marketdynamicsforecastbyend-market MEMS marketdynamicsbydevice EvolutionofMEMS sensors HowtorevitalizetheMEMSM arket Fromsensestoemotions Generalconclusions OutlookAppendix294 Manufacturingprocessflows ReverseCosting Structure,ProcessandCostAnalysesStatus of the MEMS Industry 2021 | Sample | | 2021 TABLE OF CONTENTSPart 5/51212 SCOPE OF THIS REPORTM arketsMEMS devicesForecastsPlayersTrendsForecastsUn its$US DollarPlayers and rankingMarket TrendsDefense & AerospaceIndustrialTelecommunicationsMed icalConsumerAutomotiveTechnology TrendsMarket sharesInkjet headsPressureMicrophonesAccelerometersGy roscopesMagnetometersInertial combosOpticalMicrobolometerThermopilesSi