发布日期：2008年9月1日

摘要

The cell phone industry is currently seen as the biggest growth relay for MEMS devices in the coming years. Few MEMS based sensors and actuators have found the right business model to penetrate the wireless handset market today and over 10 other devices are investigating the opportunity. For example silicon microphones and FBAR/BAW filters have experienced an incredible growth since their introduction in 2003 and are now entering the maturity stage. While MEMS accelerometers are expected to follow the same evolution, few other MEMS products (micro autofocus, micro zoom, gyroscopes, varicaps, …) are at the emerging stage.

Knowles Acoustics booming growth since the first introduction of MEMS microphones in 2003 and the very fast adoption of Avago Technologies FBAR duplexer technology in WCDMA front en modules are representative success stories of the replacement of functions with MEMS based products. In each of the new potential applications, Yole has analyzed how the leading MEMS companies (Siimpel for micro autofocus, EPCOS and Wispry for Varicaps, STM, ADI, Bosch, Kionix and InvenSense for inertial clusters…) are positioned to benefit from the dynamic of the cell phone industry.

The cell phone industry complexity increase with MEMS products. On one hand, MEMS manufacturers are very focused in finding the adapted price, power and size ratio to enter the cell phone application. But they face the challenge of evaluating the diffusion rate of their MEMS product in their business plans. One the other hand, wireless handset manufacturers experience very different product development cycle in MEMS than the IC industry. They are therefore very concerned to find the right MEMS partners and have access to a precise product roadmap.

The author forecasts a 40% AAGR growth rate for MEMS components in the cell phone market. 2007 cumulated sales have reach 440M$ in 2007 for only three MEMS products in cell phone applications (silicon microphones, FBRA/BAW filters, accelerometers). The market opportunity will represent over 2,5B$ by 2012.

The growth is coming both from replacement products and new functions. MEMS is expected to be a key innovation driver in the cell phone industry. New features are expected to account for 60% of the total MEMS market by 2012.

Additionally the report focus on the diffusion rate of MEMS in cell phone applications and how companies have reached the 100M$ sales level (e.g. Knowles Acoustics and Avago Technologies, …).

目录及图表

EXECUTIVE SUMMARY

Identifications of the MEMS functions in cell phone applications

2007-2003 MEMS market forecasts for cell phones applications

Diffusion model for MEMS in cell phones applications

Requirements to enter cell phones applications

Historical penetration of sensors and features in cell phones

Camera image sensors

Colour display

Historical penetration MEMS products in cell phones

Bulk Acoutic Wave (BAW) filters

Siilcon Microphones

Product roadmap for MEMS in cell phones applications

Products already on the market

New development forseen

Shedule of product introduction

Product roadmap

MEMS market evaluation per product

Existing products:

Accelerometers

BAW filters

Silicon Microphones

New products forseens

Display

Gyroscopes

Microfuel cells

Microzoom/Autofocus

Oscillators

Picoprojectors

Pressure sensors

Switches and varicaps

Analysis of the leading MEMS players in cell phones applications

Who is doing what

Estimated sales levels and forecasted evolution

Status of MEMS product business case for cell phone applications

Analysis of the impact of foundries services in the MEMS supply chain

Analysis of the competiting solutions for MEMS in cell phones applications

Analysis of the current and future key MEMS manufacturing technologies in cell phone applications

Deep Etching (DRIE)

Monolithic integration of MEMS and IC

Wafer Level Packaging (TSV/3DIC)

Plastic molding assembly

Wafer level testing

Analysis of the major bottlenecks and challenges

Synthesis and future challenges

APPENDIX

Overview of the MEMS market

Evolution of the MEMS industry

Introduction to the mobile phone industry

Definitions