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© October 2014 Future of MEMS: a Market & Technologies Perspective Dr. Eric MOUNIER Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014 1

6- & 9-Axis Sensors Consumer Inertial Combos

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© October 2014

Future of MEMS: a Market & Technologies Perspective

Dr. Eric MOUNIER

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

1

Content

• MEMS Markets

• MEMS Challenges

• Future Perspectives

• Conclusions

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

Markets

3

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

2012-2019 MEMS Markets (US$M)

TOTAL $10 662M $11 723M $13 017M $14 450M $16 249M $18 192M $20 818M $24 014M Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

4

$0

$5 000

$10 000

$15 000

$20 000

$25 000

$30 000

2012 2013 2014 2015 2016 2017 2018 2019

Others

Oscillators

RF MEMS

Microdispensers(microfluidics)Microfluidics for IVD

Microfluidics for research

Other optical MEMS

Projection systems

Micro displays

PIR & thermopiles

Microbolometers

Inertial combos

Digital compass

Gyroscopes

Accelerometers

Microphones

Pressure sensors

InkJet heads

16,1%

52,7%

15,5%

16,3%

23,1%

34,8%

10,0%

17,7%

57,8%

23,5%

12,5%

28,4%

-5,1%

-3,7%

-3,4%

13,2%

7,7%

1,1%

2012-2019 MEMS Markets by Application (US$M)

20

13-1

9 C

AG

R

9,9%

23,9%

13,3%

5,9%

11,2%

5,5%

5,2%

2012 2013 2014 2015 2016 2017 2018 2019

Telecom $190M $212M $241M $266M $297M $336M $379M $373M

Medical $1 662M $2 004M $2 452M $3 000M $3 697M $4 600M $5 859M $7 250M

Industrial $951M $1 037M $1 132M $1 293M $1 468M $1 667M $1 897M $2 192M

Defense $261M $267M $278M $296M $316M $332M $353M $376M

Consumer $4 892M $5 449M $5 930M $6 447M $7 115M $7 719M $8 702M $10 032M

Automotive $2 599M $2 639M $2 862M $3 015M $3 213M $3 388M $3 474M $3 634M

Aeronautics $107M $115M $124M $133M $142M $151M $154M $156M

$0M

$5 000M

$10 000M

$15 000M

$20 000M

$25 000M

$30 000M

$M

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

5

Increasing Functionalities for Mobile Phones & Wearable Electronics E.g. Proliferation of functions using inertial sensors

2014 2012

Context awareness

2010 2008 2018

Portrait/Landscape switching, Tap/double tap and shake control

Gaming

3D gaming

Location-based service

In-air signature & authentication

Map navigation & GPS assistance

Indoor navigation

High resolution camera stabilization

Menu navigation & advanced user interface

Pointing

Pedometer

Barometer

2016

Market introduction

Market acceptance

With accelerometers

With compass

With gyroscopes

With additional sensors and

sensor fusion

Activity monitoring

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

6

Sampling / R&D

High volume

Small production

Emerging MEMS Value Proposition in Mobile Devices beside Inertials

DelfMEMS switch

Freescale pressure sensor poLight MEMS autofocus

Sensirion humidity sensor

Audio Pixels micro speaker

Sand 9 MEMS Oscillator

NextInput SoftTouch interface TI temperature sensor versus a competing thermopile sensor

WiSpry antenna tuner on cell phone board

MµOptics thermal imager

Mirasol display

STMicroelectronics 9-axis

Knowles microphones

Lemoptix Scanning mirror

Improved visual

experience

Navigation & environment sensing

Sound quality

Better communication performance

New tactile interface

Infrared sensing

Increased battery lifetime

Lilliputian Systems Nectar fuel cell

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

7

Key MEMS Players

DelfMEMS switch

Freescale pressure sensor

Sensirion Humidity Sensor

AudioPixel microspeaker

Sand 9 MEMS Oscillator

NextInput SoftTouch interface TI temperature sensor versus a competing thermopile sensor

Wispry antenna tuner on cell phone board

Thermal imager MuOptics

STM 9-axis

Knowles microphones

Navigation & environment sensing

Sound quality

Better communication performance

New tactile interface

Infrared sensing

Polight MEMS autofocus

Mirasol display

Scanning mirror from Lemoptix

Improved visual

experience

Increased battery lifetime

Nectar fuel cell

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

8

Challenges

9

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

Consumer MEMS challenges

PRICE PRESSURE

SIZE REDUCTION

NEW APPLICATIONS

Internet of Things

Mobility

LBS E-Health

Social networking

Connectivity everywhere

MORE INTELLIGENCE

Sensor fusion Software

Data discrimination

Stronger RF specifications

Closer integration with processing

Better performance

High volume production

3D integration

New wafer bonding

Fabless model

Shared fab infrastructure

MEMS across multiple markets

New MEMS design

Above IC

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

10

Evolution 2009-2013: Maintaining growth is a challenge for consumer applications

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

11

MEMS are NOT IC!

Bell labs, US,

1947!

Intel 22 nm technology

Sandia’s micromachine (MEMS)

1. No standard process (CMOS, BiCMOS …)

2. No p-n junction for MEMS

And … NO roadmap … so what ?

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

12

Accelerometer MEMS size evolution

2008 2010 2011

MEMS Size (mm²)

4

2

3

$0.03-0.075

$0.075-0.1

>$0.1

ST

LIS331DLH

ST LIS3DH

BOSCH

BMA180

BOSCH

BMA250 /

BMC050

Kionix KXTE9

5

ADI

ADXL346

VTI

CMA3000

n.a.

2007

ST

LIS3L02AE 12

2012 2013

ADI

ADXL362

ST LIS302DL

MCube BI3L

BOSCH

SMI540

ST

LSM330 ST

LSM303D

AUTO

CONSUMER

2014

BOSCH

BMA355 1

2009

All are 3-axis accelerometers

US$ values are Production Cost

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

13

Evolution of STMicroelectronics MEMS Gyros

Die ref. Package size (mm3) MEMS die size Sensing area

GK10A 4.4x7.5x1.1 for 6-axis 9.24mm² (3.08mm x 3.00mm) 3.74mm² (~40% of die area)

GK12B 4.0x5.0x1.1 for 6-axis 7.81mm² (2.74mm x 2.85mm) 3.20mm² (~41% of die area)

GK14A 3.0x5.5x1.0 for 6-axis 6.25mm² (2.45mm x 2.55mm) 2.43mm² (~39% of die area)

GK18A 3.0x3.0x1.0 for 3-axis 5.57mm² (2.40mm x 2.32mm) 2.38mm² (~43% of die area)

Significant size reduction has been achieved with a smaller sensing area.

GK10A – 2009 (L3G4200D, LSM330DL)

GK12B – 2010 (LSM330DLC)

GK14A – 2011 (L3G3250A, LSM330D)

GK18A – 2012 (L3GD20H)

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

New approaches to overcome size/cost challenges

Maximum optimization Breakthrough

• TSV via last (STM) • TSV via first (STM) • TSV in ASIC (Bosch) • 3D MEMS with TSV (mCube) • Eutectic Au-Si bonding (Maxim) • Eutectic Al-Ge bonding (Bosch,

Invensense) • CMOS-MEMS (Invensense) • TSV platform (Teledyne Dalsa)

Design: e.g.

moving from 3 dies to one die

Manufacturing processes improvements

• Single 3A gyro design (STM, Invensense)

• Single 3A accelero + 3A gyro structure (STM, Invensense)

New detection principles

• BAW resonant sensor (Qualté) • M&NEMS (Tronic’s) • NEMS gas chromatography (APIX) • Suspended Microchannel Resonator (Affinity Biosensors) • Quartz Crystal Microbalance (Q-Sense)

SIZE + COST REDUCTION

TSV are coming - Different TSV architectures (STM, mCube, Bosch)

STMicro MEMS accelerometer chip with TSV (Courtesy of System Plus Consulting)

mCube MEMS accelerometer chip with TSV (Courtesy of System Plus Consulting)

Bosch MEMS accelerometer chip with TSV (Courtesy of System Plus Consulting)

2013 2014 2012

Trench TSV

Copper TSV in ASIC

Tungsten TSV connecting MEMS to IC metal layers.

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

16

PiezoMEMS

MEMS take time!

1950 1960 1970 1980 1990 2000 2010

R&D Cost reduction Product

evolution Commercialization Pressure sensors

R&D Cost reduction Product evolution Commercialization Oscillators

R&D Cost reduction Product

evolution Commercialization IJ Heads

R&D Cost reduction Product evolution Commercialization Accelerometers

R&D Cost reduction Product

evolution Commercialization Micro relays

R&D Product

evolution Cost

reduction Commercialization DLP for pico projection

R&D Product

evolution Cost reduction Commercialization Bio MEMS

R&D Product

evolution Cost

reduction Commercialization Micro valves

R&D Product

evolution Cost reduction Commercialization Gyros

R&D Product evolution

Cost reduction

Commercialization Gas sensors

R&D Product evolution

Cost reduction

Commercialization RF MEMS

R&D Product evolution

Cost reduction

Commercialization Microphones

• Average R&D time: 10 years • Average product evolution: 8 years • Average cost evolution: 10 years • From R&D to commercialization: 27 years!

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

18

What’s next?

19

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

Legend:

Healthcare & Life science Building Automation Transportation Consumer & Home automation

THE INTERNET O

F THINGS

OF SENSORS

Industrial Retail & Logistics Environment Security & Public Safety

Pressure

Temperature

Chemical

Light (IR, X-Ray)

Bio Sensors

Inertial

Light (IR, visible)

Temperature

Chemical (CO2)

Accelero

Contact Gyroscope

Accelero

Magneto

Pressure

Temperature

Chemical

Gyroscope

Accelero

Magneto

Chemical

Pressure

Temperature

Pressure

Light (IR,Optical)

Chemical

Temperature

Hall Effect

Accelero

Chemical

Temperature

Light (IR, visible)

Pressure

Humidity Gyro

Accelero

Magneto

Chemical

Light (IR,XRay,THz) Light (IR/Optical)

Pressure

Temperature

Chemical

Magneto

Sensor

Level of demand

Sensors & Applications for IoT

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

IoT, the next wave?

In 2024, total market value from IoT should reach $400B with a global CAGR rate of 42%.

Market value from data processing could be almost x3 bigger than cloud and hardware values combined.

2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 CAGR

Hardware 9,458 17,895 34,426 58,295 69,995 67,200 54,555 54,785 47,005 43,172 46,338 17%

Cloud 431 970 2,113 4,097 5,867 10,060 14,895 26,984 36,003 46,931 58,851 63%

Data 2,156 4,848 10,631 21,004 31,338 56,914 82,743 144,400 187,763 240,330 296,149 64%

Total 12,045 23,713 47,170 83,396 107,200 134,174 152,193 226,169 270,770 330,433 401,337 42%

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

450,000

Ma

rke

t va

lue

($

M)

Market Value Repartition in IoT Structure ($M)

Cloud

$400B

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

Hardware (incl. Sensors) will top at $70B in 2018 then will lower because of price pressure!

Conclusions

22

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014

23

Conclusions

• Although the consumer application is one having the highest growth in volume (about 20% expected over 2012-

2019), the strong price pressure (-7% a year) gives a modest 13% revenues growth over 2013-2019.

• But many new devices are in development – smartphone is the target but price pressure is strong.

• Overcoming size / cost issues is possible through:

• Innovative design (single design for 6DOF …)

• Processes improvements:

• TSV, 3D MEMS, new bonding (Au-Si eutectic, Al-Ge), CMOS MEMS

• Breakthrough technologies:

• New principle: BAW resonant sensor (Qualtré)

• M&NEMS (Tronic’s)

• New materials: magnetic layer, piezoMEMS (PZT, AlN)

• By 2019, we estimate these new approaches could contribute to 20% of the total MEMS market.

Thank you! Questions …?

24

Yole Développement Copyrights 2014 - MEMS Tech Seminar 2014