世界の慣性センサー市場

Abstract

Yole Développement releases a global analysis on accelerometers and gyroscopes markets, however it can be available in 2 separate reports:

• 1 - High performances MEMS for automotive, medical, industrial, aeronautic and defence applications
• 2 - Accelerometers and gyroscopes for Consumer

1 - MEMS MARKET

For high performance MEMS

The high performance MEMS market is expected to achieve a 5% annual growth rate on the 2006-2011 period. Today, it already represents over $1B value market.

High performance inertial MEMS applications are fragmented and thus offer numerous business opportunities for a large set of players (for example product development programs are very dynamic).

Expanding market for consumer MEMS

MEMS gyroscopes and accelerometers market increased by 55% from 2005 to 2006 to reach USD 232 M last year. An average 35% CAGR for 2006-2011 periods is expected. The market dynamic mainly comes from accelerometers: about 65% of the total inertial sales by 2011. Consumer applications will progressively take a 40% share of the total inertial MEMS activity by 2011 (including automotive, medical, industrial, aeronautic and defence sectors).

2 - THE STAKES

For high performance MEMS

Accelerometers and gyroscopes are established components of the automotive, aeronautic and defence area. High volume of automotive applications is contrasting with defence and aeronautic fields where fewer units are sold but with a higher added value. It is similar for high performance MEMS for medical & industrial (small volume, fragmented applications...).

For consumer electronic

MEMS accelerometers and gyroscopes are emerging at a very fast pace in consumer electronics products. MEMS gyroscopes were widely integrated into camcorders since 1998 to provide optical stabilization features. MEMS accelerometers entered consumer applications in 2003, in large volume, as a protection feature for Hard Disk Drives. In 2006, Nintendo Wii' s motion sensing remote control gave for the first time, public visibility to inertial MEMS. The new attractive Human Machine Interface from game controls such as the Wii, is even expected to penetrate the cell phone market. Inertial MEMS are already spread over a wide range of consumer products, with limited volume . The MEMS industry is very excited and confident. Every one' s attention is focused on what will be the next killer application.

3 - MARKET TRENDS

For high performance inertial MEMS, a new market dynamics

The high performance inertial MEMS field nowadays follows three main market dynamics:

• 1. Entry of new players: Siemens VDO and Infineon have announced their plan to enter the components market for the Electronic Stability Control application. Recent achievements of new 10°/h grade MEMS gyroscopes open new possibilities of development for the aeronautic and defence field. European companies could become key challengers of the UAV or guided munitions markets for example.
• 2. Consolidation: the acquisition of Motorola Automotive by Continental last year is highlighting the interest of Tier 1 suppliers in sensor manufacturing
• 3. Diversification strategies: for instance, the slow down of the inertial components demand for automotive that has happened in North America, demonstrates the importance to succeed in industrial and consumer markets (example of VTI)

A consolidation should take place for MEMS in consumer applications

The strong development of MEMS based consumer electronics applications since 2004 is leading the way for an industry consolidation starting in 2007. Some players seem to have already stopped their 3 axis accelerometer product line.

In the mean time, design win have mainly been realized by the TOP6 consumer accelerometers manufacturers. While the Nintendo Wii design win has been attributed to ADI and STM, Sony has not publicly disclose their motion sensor suppliers.

Table of Contents

Consumer applications

• Introduction, Executive summary, Methodology
• Overview of MEMS markets and importance of the inertial sensor business
• Manufacturing technologies Presentation (flowchart)
• Presentation of the different sensing principle
• Analysis and forecast of the applications and markets in the consumer electronics businesses

1 - Each application is described with the following details:

• Market volume, ASP and value 2006-2011,
• MEMS manufacturers list and market share,
• MEMS integrators list and market dynamic,
• Technological trends,
• Business trends

2 - Accelerometer applications

• Toys and Pedometer
• Auto keystoning for projection systems
• Car crash accident recording
• HDD protection: free fall & shock detection
• Video Game Control
• 3D Accelerometer for mobile phone
• Human Computer Interface (HMI) in other Consumer Electronics goods

3 - Gyroscope applications

• Camcorder image stabilisation
• Camera image stabilisation
• Mobile phone image stabilisation
• Video Game Control
• Human Computer Interface (HMI) in other Consumer Electronics goods

4 - New emerging applications

• Forecasted evolution of the MEMS based applications
• Analysis of the main challenges facing the inertial MEMS devices in consumer electronics:
  • Which detection technology will win the race?
  • What is the potential of competition technologies: magnetometers, video based systems, and others?
  • What is the 4th killer application for these devices?
• Analysis of the strategies of the major players
• Impact of the consumer field for the MEMS manufacturers
• What are the next steps of the industry consolidation?

Automotive, medical, industrial, aeronautic and defence applications

1 - Each application is described with the following details:

• Market volume, ASP and value 2006-2011,
• MEMS manufacturers land market share,
• MEMS integrators and market dynamic,
• Technological trends,
• Business trends

2 - Analysis of the automotive sector

• Accelerometer applications
  • Airbag sensor, active suspension, ESC acceleration sensor, roll over sensing, EPB, GPS (Altitude), vibration monitoring, TPMS, safety related testing
• Gyroscope applications
  • Roll over, ESC gyroscope , GPS localisation

3 - Analysis of the aeronautic and defence sector

• Accelerometer applications
• Munition & missile guidance
• Aeronautic instruments & INS
• Gyroscope applications
• Stand by instruments
• General aviation Instruments
• UAVs flight control
• Flight control Helicopter+Aircrafts
• Antenna Stabilization
• Naval Vessel Roll Control
• Land Transportation Platform Stabilization
• Short Course Tactical Missiles
• Smart Munition
• Land Navigation: Soldier & Vehicule

4 - Analysis of the medical sector

• Accelerometer applications
  • Pacemaker & blood pressure measurements
• Gyroscope applications
  • Human motion analysis & wheel chair stabilization

5 - Analysis of the industrial sector

• Accelerometer applications
  • Seismic geophones & other industrial applications
• Gyroscope applications
  • Human motion analysis & wheel chair stabilization

6 - New emerging applications

• Analysis of the strategies of the major players
• Impact of the last M&A on remaining companies
• What are the next steps of the industry consolidation?