Gyro Markets. New players and business models gives momentum to defence, automotive & consumer applications

Transcription

1 Gyro Markets New players and business models gives momentum to defence, automotive & consumer applications 2006 Report name : Gyro Publication date : April 2006

2 Content Methodology Overview of the MEMS market and importance of gyro business - What are MEMS? - MEMS industrial infrastructure - Overview of MEMS markets - Status of the MEMS industry - Value added in the MEMS industry - Status of the MEMS industry - Value added in the MEMS industry Gyroscope Market: Applications and Markets forecast - Evaluation per application of today and future markets of MEMS gyroscopes ( ) - Automotive: Rollover - Automotive: GPS Navigation - Automotive: ESC - Consumer: Camcorder Stabilization - Consumer: Camera Stabilization - Consumer: Cell Phone Stabilization - Consumer: Video Games - Consumer: Navigation for Small Electr. - Aeronautic: Instruments - Aeronautic: Platform Stabilization - Defense: Missiles Guidance - Defense: Land Navigation - Defense: Smart Munitions - Emerging: Medical - Emerging: Robotics -Misc Analysis of the trend toward integration of gyro-scopes in IMUs Who is doing what, and status of the developments - Technology already on the market - New development foreseen - Product introduction schedule - Product roadmap per field Evolution of the Business Models - New trends in Japan - New Trends in the Automotive Industry - How to address the consumer & automotive markets Major bottleneck and challenges - Four major business trends - Technology evolution Synthesis and challenges for the future

3 Foreword MEMS has different definitions and content in different countries worldwide: Microtechnique in Switzerland, Microsystem technologies in Germany, Mems in USA, Micromachine in Japan, ink jet head business in HP Is Mems an industry or a part of the semiconductor world or a part of the micromechanical world or a part of sensor world? Our goal at YOLE is to make more visible the MEMS/MST business and provide accurate data on MEMS markets, business and technology trends, industrial strategies MEMS is an industry with its own rules, technologies, roadmaps, equipment and materials manufacturers This second edition of the «World Inertial Sensors Market» will certainly help to clarify what inertial MEMS are and what are the future of this industry

4 Definition, limitations & methodology MEMS (Micro ElectroMechanical Systems): We consider as MEMS, devices including moving parts in µm to mm range and using photolithography process for manufacturing. Limitations We consider only die-level components (first level packaging), not the full system including MEMS devices. Volumes and prices are for a packaged MEMS (including or not electronics according to the component technology) Methodology The information has been gathered directly at : System manufacturer : car equipment manufacturers, IT equipment and medical devices manufacturers Devices manufacturers : key Mems inertial sensor manufacturers worldwide Face to face meetings have been set-up with key persons in these companies in Europe, north America and Asia The gathering of information has been performed from second half of 2003 to Q

5 Vocabulary: component, sensor, transducer Silicon sensing element Asic (hybrid approach) Packaging operations First level packaged devices = Component Chip+ASIC cointegrated (monolithic) Integration Wire bonding of the die to a metal can All our analysis are based on components (i.e. first level packaged device) SMI (USA) pressure sensor

6 Vocabulary: component, sensor, transducer (2) Second and third level packaging with electronic without electronic Transducers With special Housing SIP TO-8 Or with long distance amplification = Transmitter DIP Surface mount package

7 MEMS industrial food chain MEMS systems 24 B$ 38.1 B$ MEMS components 3.35 B$ 5.36 B$ Materials & chemicals Front-end Equipments 1.03 B$ 1.5 B$ Mat & chem: 561 M$ Wafers: 467 M$ 240 M$ 400 M$ Mat & chem: 819 M$ Wafers: 682 M$

8 Si wafers consumption for components manufacturing Main MEMS applications Si wafers consumption for components production in units % % % 4" 6" "

9 Gyro Market description

10 MEMS Gyroscope Market: A potential 800M$ value in Market for Gyroscopes in $M (2006 data)

11 MEMS Gyroscope Manufacturers Mapping Materials SAGEM BEI SWITECH SEIKO EPSON PANASONIC MURATA FUJITSU MEMSense SENSOR DYNAMICS SENSONOR ENDEVCO AD BOSCH FREESCALE BAE PANASONIC SSS THALES MELEXIS L3 COM Motorola Automotive KEARFOTT HGS IMIT HONEYWELL TRONICS SAMSUNG KIONIX INVENSENSE STM PANASONIC MURATA High End Middle End Low End

12 MEMS Gyroscope Markets Long Measuring Range Camcorder Stabilization Mobile Phone Stabilization Rollover Defense Platform Stabilization, Missile Guidance, Land Navigation Short Measuring Range GPS Navigation Low Accuracy Industrial Human motion analysis, Transportation, General Aviation ESC High Accuracy

13 Evolution of Players and Applications Number of Players ADI, BEI Tech. SENSONOR, BOSCH SSS, PANASONIC HONEYWELL, MURATA FUJITSU, KIONIX... + MELEXIS SENSOR DYNAMICS MOTOROLA AUTOMOTIVE FREESCALE HGS IMIT + SAMSUNG STM INVENSENSE MURATA Number of Applications ESC Rollover Automotive GPS Instruments DefenseMissiles Stab Camera Consumer Camcorder Aviation Misc. Transp ESC Rollover Automotive GPS Instruments Missiles Defense Land Nav. Stab Cell Ph. Camera Consumer Camcorder Aviation Misc. Transp. ESC Rollover Automotive IMUs GPS Instruments Missiles Defense Land Nav. Stab Smart Mun. Camera Cell Ph. Consumer Nav. Camcorder IMUs Aviation Medical Misc. Robotics Transp.

14 Major inertial sensor manufacturers Gyroscope sensor manufacturer : Analog Devices BEI Technologies, Inc Honeywell Kionix Inc. Matsushita Electric Industrial Co. Ltd Motorola Automotive Murata Robert Bosch GmbH SensoNor ASA Silicon Sensing Systems Ltd STMicroelectronics TRONIC S Microsystems SA

15 Sensing principles of available devices Gyroscope Optical fiber gyro RLG Vibrating (star, Quapason, ring,) GSE GOM Super quantum fluid Coriolis strength measurement Tunnel effect Eddy current Plasma

16 Gyro application description (2005 data)

17 Gyro applications: Automotive Automotive application was 80 % of the market in 2005: Rollover detection Navigation (GPS) Antiskid systems: ESP This field requires low cost gyros in the range 8$ to 23$ components. This ASP is considered as an high price for automotive components. Main players are: Bosch, BEI, SSS, Panasonic 2005 production is estimated to 22 millions units

18 Definition: Automotive applications: Rollover detection overview Prevent car crashes on the roof A gyroscope measures the roll rates (and accelerometer detect sliding) and uses single wheel braking to correct driving if necessary Main target: SUV manufacturers :High rollover probability for SUVs (Center of mass higher) Application specifications : Measurement range is from 200 to 300 /s Angular rate sensitivity of few /s Small size gyro

19 Automotive applications: Rollover detection overview Today pricing and trends : ASP ($) Marke Marke Million Million t ASP ($) t units units (M$) (M$) ASP ($) ASP ($) Marke Million t units (M$) ASP ($) Marke Marke Million Million t t units units (M$) (M$) Roll over (per axis) 2 $10,0 20,0 2,5 $10,0 25,0 3,5 $10,0 35,0 5 $9,0 45,0 7 $8,0 56,0 Market shares 2004 Panasonic : 0,9 Munits Sensonor : 0.6 Munits (expect to sell 1.5 Munits in 2005) Bosch : 0.5 Strong growth in 2005 ADI:? Business trends : Today mainly a European market, Japanese act as followers Strong growth expected in 2007/2008 in North America (SUV market) in case of adoption of legal regulation But today, people are looking at the rollover problem in two ways : Either protecting passengers by lateral airbags Either preventing it with a fine tuned ESP systems that will correct the car movements before rolling (no more need of rollover gyros) Bosch and TEVES are lobbying for the use of ESP to prevent rollover in the USA

20 Automotive applications: Rollover detection food chain Device manufacturer OEM End User MEW/Panasonic Sensonor Bosch Bosch Conti/Temic High end SUV/cars manufacturers