Wednesday, September 21, 2011

Semico's MAP model indicates high growth for MEMS in all mobile phones

PHOENIX, USA: MEMS devices in cell phones provide a variety of functions. There are inertial sensors such as accelerometers and gyroscopes, motor drivers that control the autofocus function for the camera, microphones and microspeakers.

A high-growth area is RF MEMS, replacing the RF transceiver, which has traditionally been an application-specific analog part. The oscillator is moving from a standard crystal to a MEMS version. Micro-mirrors support picoprojectors and Qualcomm's Mirasol display. Companies such as STMicroelectronics, Avago, InvenSense, Kionix, Bosch Sensortec, Analog Devices and Freescale have benefited from the strong growth seen in the mobile phone market and high demand for the functionality that MEMS provide.

Semico provides a complete breakdown of these MEMS devices in our MAP Model and have recently expanded our sensor coverage to include: RF MEMS, MEMS oscillators, MEMS motor driver (e.g. Autofocus), MEMS microphone/microspeaker, MEMS micro-mirrors - low end, MEMS micro-mirrors - high end, temperature and other sensors, pressure sensors,
accel and yaw rate sensors, magnetic field sensors and total actuators.

The unit TAM for MEMS in mobile phones will grow from 2.3 billion in 2010 to 3.6 billion in 2011. By 2015, the unit TAM will be 10.6 billion, representing a 36 percent CAGR from 2010 to 2015. The largest categories are pressure sensors, accelerometers/gyroscopes, motor drivers, and microphones.

The revenue TAM will grow from $2.8 billion to $4.2 billion this year, and will increase to $10.4 billion by 2015, representing a 30 percent CAGR from 2010-2015.

By 2015, well over 50 percent of the mobile phone market will consist of smartphones.

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