MEMS & Sensors Market: Current Challenges & Future Opportunities presentation held at Invensense Developer Conference by Guillaume Girardin from Yole Développement

From Technologies to Market
MEMS & Sensors
Market: Current
Challenges & Future
Opportunities
© 2016
Guillaume Girardin
Yole Développement

2
CONTENT
Consumer
and
Industrial
applications
@2016 | www.yole.fr | InvenSense Developer Conference
• Autonomous
vehicle
• ADAS
• Smart Factory
• Smart Grid
• Smart Building
• Mixed Reality (MR)
• Drones and
Robots
• Smartphone
• Wearable
• AR/VR
• Smart camera
• Personal robot
• Vacuum cleaner
• Fridge/Washing
machine
• Toys
Smart Home Human
AutomotiveIndustry 4.0

MOBILE

4
SMARTPHONES MARKET EVOLUTION
Realistic
scenario
1.4%
CAGR 2015-2021
China’s still driving the volume but will the next growth come from India? 2020?

5
EVOLUTION OF THE # OF SENSORS EMBEDDED IN A SMARTPHONE
Samsung S5/iPhone 6 - 2014 Galaxy S12/iPhone 9/9+ - 2021 ?iPhone Edge
2007 2014 2021
5 sensors
0 1 2 3 4 5
Microphone
CIS
ALS
Proximity
Accelerometer
Gyroscope
Magnetometer
Fingerprint
HRM
Gas sensor
Laser ranger
RGB
IR sensor
0 1 2 3 4 5
Microphone
CIS
ALS
Proximity
Accelerometer
Gyroscope
Magnetometer
Fingerprint
HRM
Gas sensor
Laser ranger
RGB
IR sensor
0 1 2 3 4 5
Microphone
CIS
ALS
Proximity
Accelerometer
Gyroscope
Magnetometer
Fingerprint
HRM
Gas sensor
Laser ranger
RGB
IR sensor
12 sensors 19 sensors ?
(1x3D)

6
Sound
Interface
Security
Communi-
cation
Motion
Environmental
Optical
MEMS AND SENSORS IN MOBILE DEVICES
Security,
sound and
3D
Imaging,
the next value
propositions
of
smartphones
…
Capacitive MEMS
Microphone
Piezoelectric MEMS
Microphone
CIS (Front, Rear, Multi, 3D)
Spectral sensing (IR, multispectral)
Autofocus (VCM, liquid
lens, MEMS, piezo)
Particle, gas sensor
Temp. / Humidity sensor
Accelerometer
Gyroscope
Magnetometer
Combos (IMU, eCompass, 9DOF)
Pressure sensor
Antenna tuner, filters, …
MEMS oscillator
Face/Eye/Iris
recognition
Fingerprint
sensor
Laser ranger
3D Touch
ALS, proximity, RGB
Laser ranger
Piezoelectric MEMS
Loudspeakers

7
MEMSVALUE PROPOSITION IN MOBILE DEVICES
And 3D
imaging is
supposed
to be the
next big
thing…
• High SNR
• Noise cancellation
• Voice recognition/activation
• Waterproofing
• Haptic feedback
• Gesture recognition
• Add dimensions to the interface
• 3D changing interface
(microfluidic)
• High resolution imaging
• Liveness detection
• All environment
detection (dry, wet, dirt)
• Anti-spoofing
• Mobile payment
• Multiple bandwidth handling
(Worldphone)
• Low power consumption
• Low loss
• Accurate timing
• Accurate indoor
positioning
• Accurate motion
tracking
• Healthier life (sport,
walking orientation)
• Danger and damage
preventing
• Weather forecast/probe
• Better communication (Skype,
FaceTime)
• Immersion (AR/VR, Selfie trends
keep going (Face swap)
• 3D photo/Video Improved
photography/video
• Beamforming

8
INCREASING FUNCTIONALITIES FOR MOBILE PHONES
Proliferation
of functions
using different
sensors
20142012
Context awareness
20102008 2018
Portrait/Landscape switching,Tap/double tap and shake control
Gaming
3D gaming
Location-based service
Security + authentication
Map navigation & GPS assistance
Indoor navigation
High resolution camera stabilization
Menu navigation & advanced user interface
Pedometer
Smart Home
2016
Market introduction
Market acceptance
With
accelerome
ters
With
compass +
pressure
With
fingerprint
With
sensor
fusion
Activity monitoring
2020
With
gyroscopes
With 3D
camera Enhanced communication
Gaming + 3D Avatar
With
microphone
Mobile payment
Virtual Personal Assistance
Always-onVirtual Personal Assistance
With gas
sensor Gas detec

9
REAR CAMERA - PHOTOGRAPHY
Ongoing improvements of photography
Better, faster,
stronger…
- High power processing
- High Cost
- Large XY Size
- No OIS integration
True Tone flash
𝜇phone
Rear cameras
Dual cameras
pros and cons
Rear camera module
- New features
- Performance

10
FRONT CAMERA – SELFIES &VIDEO CALLING
Changing use cases of the front camera
Innovation on
the front side
would make
more sense 3D Camera - Stereo orToF
(Res.VGA, IR LED illumination)
3 in 1
ALS/Proximity/ColorFront camera
(Res. 5–8Mp)
• Technology maturity
• Multisource availability
• Easy to integrate (no OIS)
• Lower cost than rear dual cameras
• “Wow effect”
• Recent acquisitions
Front camera module
Why now ?
Courtesy of Faceshift

11
BIOMETRICS MARKET TREND IN MOBILE
Recent security cases may have shorten the entry in the security technology
From
convenience
to security
feature…
20202012 2014 2016 2018 2022
20%
30%
50%
70%
Fingerprint biometrics
is a convenience feature
90%
Market Penetration
Convenience/feature
?
950XL
Unlocking
Account
Security technology
Mobile Payment
Online Identity
Biometric Personal
Identification Device (BPID)
Could biometrics become a
critical security technology ?
Yes, it could, with multi-modal
authentication
+
Fingerprint
sensing
+
Iris
recognition
Facial
recognition

12
TOTAL SENSOR MARKET FOR CELLPHONES AND TABLETS (MUNITS)
The growth of
sensors in the
cellphones
and tablets
market will
reach a 8.3%
CAGR2016/2021
in units
Sensors
8.3%
CAGR2016-2021
(Units)
3D camera
72%
CAGR2016-2021
(Units)
Fingerprint
21%
CAGR2016-2021
(Units)
0
20,000
2013 2014 2015 2016 2017 2018 2019 2020 2021 CAGR2015-2021
Marketvolume(Munits)
2013 - 2021 Cellphonesand tabletssensorsvolume forecast (in Munits) by sensor type
Total (Munits)
Other emerging MEMS
CIS sensors
Optical HRM
Eye/Iris scanner
Fingerprint
3D Camera
Laser Ranger
RGB
Proximity
ALS
Gas/Particle sensors
Humidity + Temperature
Pressure sensors
Silicon Microphones
9-axis Combos
6-axis E-compass
6-axis IMUs
Magnetometers
OIS gyroscopes
Gyroscopes
Accelerometers
Yole Developpement @ April 2016

VR / AR / MR
Composite image by Re/code; Original: Japanexperterna.se

14
CONSUMER MARKET TREND
The next steps of Imaging ?
Pandora’s box
is open
2D
Photo
Video2D
Processing x Complexity
Evolution2D 3D
Photosphere
3D
3D
3D/Sphere
Video
-Video/Movies
-Videochat
- Picture
- Selfie
Augmented/
Mix Reality
- Object Mapping
-Smart environment
interaction
- Photosphere
- Enhanced videocall
- Morphing
-Virtual
Reality
- 3D/Depth
Photosphere
4D
virtual world
with interaction
Interactive
World
3D
3D
Video3D
3D
Photo

15
FROM SMARTPHONES TO ”SUPERPHONES”: REQUIREMENTS
Requirements
are much
higher than
current
smartphone
ones
Virtual Reality Augmented Reality
Usage: Indoor (Outdoor for FPV)
Weight: Range of 500gr
Wired/Wireless
Usage: Indoor or Outdoor
Weight: < 400g
Wireless
• High resolution (>600ppi)
(Techno: OLED, LCD, MicroDisplay)
• Large field of view
(Human eye: 70° to 120°)
• See-through glasses
• High resolution (>600ppi)
(Techno: DLP, LCOS, MicroDisplay)
• High luminosity (Outdoor usage)
• Large field of view
(Human eye: 70° to 120°)
• Motion sensing (MEMS) (6/9-axis)
• Light house
• MEMS (6/9-axis)
No
• 3D Depth camera
• Stereo vision?
• LIDAR?
• Touch sensing area
• Accessories
(Light house or MEMS motion sensing)
• Touch sensing area
• 3D hand gesture recognition
• Min. 60fps (120fps recommended)
• Ultra low power
• High needs of computation
• Min. 60fps (120fps recommended)
Display
Tracking
Performances
Environment
scanning
General specifications
Control

16
VR / AR / MR MARKET ANALYSIS
AR is a
fragmented
market
Smart Eyeware Gaming B2B Industrial Military
Huge R&D effort to merge
applications into a single
consumer product
Source : Bernard Kress - Stanford

17
0.0
0.5
1.0
1.5
2.0
2.5
3.0
2010 2011 2012 2013 2014 2015 2016e 2017e 2018e 2019e 2020e 2021e
Volumeshipment(Munits)
2010-2021 Virtual Reality headset market (in Munits)
CONSUMER MARKET TREND
Virtual Reality & Augmented Reality headset market forecast
VR is still in
early stage:
Not mature
and expensive
?

18
AUGMENTED REALITY DISRUPTION
From AR to MR
3D Depth
sensing
Object
2D
f(x;y)=Intensity f(x;y)=(Intensity, Distance)

19
NEAR TO EYE DISPLAY TECHNOLOGY ANALYSIS
Various
display
technologies
Technology is also fragmented
Freespace Lightguide
W aveguide
« Bird bath »
Holographicor Diffractive

20
AUGMENTED REALITY DISPLAY
Technology
Technology
segmentation

21
0.01 0.01 0.01 0.01 0.01 0.02 0.02 0.03 0.06 0.08 0.15 0.50 1.00
3.00
8.00
22.00
0.00 0.00 0.00 0.00 0.00 0.02 0.29 0.60
2.50 2.00
1.00
1.00
1.00
1.00
1.50
2.00
0
5
10
15
20
25
2010 2011 2012 2013 2014 2015 2016e 2017e 2018e 2019e 2020e 2021e 2022e 2023e 2024e 2025e
Volumeshipment(Munits)
2010-2025 VR/ARmarket (in Munits)
AR VR
AUGMENTED AND MIXED REALITY,THE NEXT BIG THING?
AR Disruption
VR Peak
Multi-100Munits
market by 2030 ?

AUTOMOTIVE

23
$200B
HOW SIGNIFICANT IS THE AUTOMOTIVE INDUSTRY?
Two industries
controlled by
giant companies
with ~$200B in
revenue
2014 industry revenue comparison
Consumer
Electronics
Industry
Automotive
Industry $2.2T
CAGR +2.7%
88M units
ASP $28,000
$1.140T
CAGR +4.4%
3,046M units
ASP $374
$142B
CAGR +7%
88M units
ASP $1,614
Automotive
Electronics
≈ ≈ ≈ ≈
The car is the next consumer
electronics device!

24
AUTONOMOUS VEHICLES: THE DISRUPTION CASE
Two distinctive paths for autonomous vehicles
2020 - 2022
should see the
first
implementations
1900 1980 2012 2022 2028 2040
Technology x Market Penetration
The
Automobile’s
Evolution
12 years6 years10 years32 years80 years
Yole Développement
© September 2015
Low-expectation
“cars” fulfilling a
new plane of
consumption needs
Disruption?
Electronics
invade cars
The electric car
maturesIndustrialization
phase
New use case

25
THE DEATH OF DRIVING
By 2050, 5%
of all vehicles
sold should be
level 5-ready!
Level 5
5%
By 2045, more than 70% of all vehicles sold will integrate autonomous capabilities

26
FROM APPLICATIONS TO DEVICES
OIS,
microphone
and dead
reckoning
sensors could
drive the
demand
Microphone
Beam-forming
RADAR, SOUND
AND MOTION
Courtesy of InvenSense

27
INDUSTRIAL CHAIN FOR AUTOMOTIVE
A
consolidated
automotive
industrial
chain
Service
Provider
Car
manufacturer
Tier 0.5
(Software Provider)
Tier 1
(System Manufacturer)
Tier 2
(Parts Manufacturer)
Tier 3
(Material Manufacturer)
FUTUREValue

28
SMART BUILDING

29
SMART BUILDING
- Comfort
- Energy
- Security
with advanced
functions
Smart buildings require a shift in sensing from basic light switch on/off to more advanced
functions
“40% of total energy consumption is for building.” Source: IBM
Smart
Building
Comfort
SecurityEnergy
3segments
Sensors for:
- Smart lighting
- Flow
- Temperature
Sensors for:
- Recognition (Biometrics)
- People counting
- Presence
- Fire
Sensors for:
- Temperature
- Humidity
- CO2
- Pressur
e
- Particles

30
SMART BUILDING FORECAST
Lower volume
but huge
added value
(services,
maintenance,
etc.)
Market will grow at 26% CAGR over 2015-2020 to reach more than 9Munits in 2020 for
Smart sensors.
Market will grow at 10% CAGR over 2015-2020 to reach 336Munits in 2020 for “low end”
sensors.
Volume(Munits)
Huge value
(Services,
Maintenance,
data)
Low value

32
NEW MEMS CHALLENGES
Power consumption is becoming a major trend
MEMS
markets
challenges are
evolving
2016, a new virtuous cycle?Yesterday
ASP
decrease
Consumer
volume
Size
decrease
Power
consumption
decrease
Importance
for user case
Sensor fusion,
software &
more features
Mobiles have to survive for long
periods on battery power while
interacting with environment
(voice calls, Wi-Fi, Bluetooth,
GPS, sensors …).
Start with applications, and
work downwards to the chips
needed to support them.
Less silicon, more brain.
Start with more intelligence!

33
SENSOR HUB vs MCU/AP
A fight to acquire value
Value is in the
software, not
in the
hardware
MCU
AP
$30 - 40
Sensor
Hub
Sensor 1
Sensor 2
Sensor #
…
…
A great
competition to
gather value at a
higher level in the
system, because
value is in the
software, not in
the hardware.
<<$1/sensor
$1 -$2
Value
Sensor
System

34
CHALLENGES AT ALL LEVELS
No “one-fit-
all” solution
A solution for
each
application
could be the
greatest
challenge
Performances
Low power
Smarter
Lower cost
Use case
Software
Value & Services
Turnkey solution
Sensor

36
WHAT COULD BE THE NEXT BIG THING FOR THE SEMICONDUCTOR INDUSTRY?
We are still
strongly
relying on the
smartphone
wave…
Where is the
next growth
relay?
0
50
100
150
200
250
300
350
400
450
SEMICONDUCTOR INDUSTRY REVENUE (in bn US$)
Source: WSTS, Cisco, Gartner, Yole
?
IoT
/SmartCity/
Building?
Wearables ?
AR/VR ?
Autonomous
vehicles?

37
EXTRACTED FROM 2016YOLE’S REPORTS, AND UPCOMING 2017 REPORTS
Coming in 2017 
Stay tuned on
www.i-micronews.com

38
THANKYOU
Q&A?
girardin@yole.fr

39
MEMS &
Sensors
LED
Compound
Semi.
Imaging Photonics
MedTech
Manufacturing
Advanced Packaging
Batteries / Energy
Management
Power
Electronics
FIELDS OF EXPERTISE
Yole Développement’s 30 analysts operate in the following areas

40
4 BUSINESS MODELS
Yole
Développement
o Consulting and Analysis
Market data & research, marketing analysis
Technology analysis
Strategy consulting
Reverse engineering & costing
Patent analysis
www.yole.fr
o Reports
Market & Technology reports
Patent Investigation and patent infringement risk
analysis
Teardowns & Reverse Costing Analysis
Cost SimulationTool
www.i-Micronews.com/reports
o Financial services
M&A (buying and selling)
Due diligence
Fundraising
Maturation of companies
IP portfolio management & optimization
www.yolefinance.com
www.bmorpho.com
o Media
i-Micronews.com website
@Micronews e-newsletter
Communication & webcast services
Events
www.i-Micronews.com

41
A GROUP OF COMPANIES
Yole Group
Market,
technology and
strategy
consulting
www.yole.fr
M&A operations
Due diligences
www.yolefinance.com
Innovation and business maker
www.bmorpho.com
Manufacturing cost analysis
Teardown and reverse engineering
Cost simulation tools
www.systemplus.fr
IP analysis
Patent assessment
www.knowmade.fr

42
OUR GLOBAL ACTIVITY

43
RESEARCH PRODUCTS - CONTENT COMPARISON
Deep and
large analysis
Custom analysis scope is defined with
you to meet your information and
budget needs
Breadth of the analysis
Depthoftheanalysis
Custom
Analysis
Workshops
Standard Reports

44
SERVING THE ENTIRE SUPPLY CHAIN
Our analysts
provide
market
analysis,
technology
evaluation,
and business
plan along the
entire supply
chain
Integrators and
end-users
Device
makers
Suppliers: material,
equipment, OSAT,
foundries…
Financial investors,
R&D centers

45
SERVING MULTIPLE INDUSTRIAL FIELDS
We are
working across
multiple
industries to
understand the
impact of
More-than-
Moore
technologies
from device to
system
From A to Z…
Transportation
makers
Mobile phone
and consumer
electronics
Automotive
Medical
systems
Industrial and
defense
Energy

MEMS & Sensors Market: Current Challenges & Future Opportunities presentation held at Invensense Developer Conference by Guillaume Girardin from Yole Développement

Empfohlen

Empfohlen

Weitere ähnliche Inhalte

Was ist angesagt?

Was ist angesagt? (20)

Andere mochten auch

Andere mochten auch (16)

Ähnlich wie MEMS & Sensors Market: Current Challenges & Future Opportunities presentation held at Invensense Developer Conference by Guillaume Girardin from Yole Développement

Ähnlich wie MEMS & Sensors Market: Current Challenges & Future Opportunities presentation held at Invensense Developer Conference by Guillaume Girardin from Yole Développement (20)

Mehr von Yole Developpement

Mehr von Yole Developpement (20)

Kürzlich hochgeladen

Kürzlich hochgeladen (20)

MEMS & Sensors Market: Current Challenges & Future Opportunities presentation held at Invensense Developer Conference by Guillaume Girardin from Yole Développement