法國的調(diào)查分析機構(gòu)Yole Developpement在其“2011年全球MEMS廠商TOP30”報告中稱,相對于2011年半導(dǎo)體行業(yè)整體市場年增率僅為0.4%(規(guī)模為2995億美元),MEMS市場的年增長率高達17%,規(guī)模已達到102億美元。目前,德州儀器(TI)和意法半導(dǎo)體(ST,受益于MEMS慣性傳感器的強勁增長)是此領(lǐng)域的領(lǐng)頭羊。

2011年全球MEMS廠商TOP30排名(銷售額)tLEesmc
在高速發(fā)展的MEMS市場,ST因移動設(shè)備上運動處理的爆炸性需求,其銷售額達到9.07億美元,年增長率約50%。這也使得ST從2010年的第四名躍升至2011年的第二名。值得注意的是,占據(jù)龍頭位置的TI的銷售額僅是略勝于ST,為9.13億美元。分析認為,TI的MEMS微鏡已相對成熟,僅能保持個位數(shù)的增長,遠不如ST的
慣性傳感器在消費電子領(lǐng)域的增長強勁。另外,ST也是全球領(lǐng)先的MEMS代工廠。

2011年MEMS領(lǐng)域的前四名仍是TI,惠普,博世和ST,不同的是,ST上升到第二名?;萜找琅f是噴墨打印頭領(lǐng)域最耀眼的明星,排在第三;而博世則憑其汽車應(yīng)用領(lǐng)域的領(lǐng)先供應(yīng)商身份排到第四。Yole表示,前四名廠商的MEMS銷售額為33億美元,而前30名廠商的出貨量約占全球的80%。
Yole表示,移動裝置市場為很大部分的
傳感器供應(yīng)商帶來超過40%的增長率。硅麥克風(fēng)制造商Knowles憑借MEMS麥克風(fēng)業(yè)務(wù)40%的增長率,從第18位躍升至第5位,銷售額為3.62億美元。磁力供應(yīng)商的AKM也憑46%的年增率,銷售額達到2.79億美元,從第12位擠進前十,排名第8位。業(yè)界領(lǐng)先的MEMS陀螺儀fabless廠商InvenSense公司則因其多軸陀螺儀和運動傳感芯片增長67%,銷售額達到1.44億美元而排名有所上升。MEMSIC公司更是靠著磁力計和加速計80%的跳躍式增長,首次出現(xiàn)在此排行榜上。
可以預(yù)見,保持高速發(fā)展的消費電子領(lǐng)域仍將是未來
MEMS發(fā)展的重心。
另外,Yole的慣性傳感器分析師Laurent Robin警示,整合了加速計和磁力計或是加速計和陀螺儀的慣性傳感器將是未來增長的重點,那些只做加速計的廠商該考慮下未來如何發(fā)展了。
本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載
編譯:Mayze Ye
參考英文原文,ST closes in on TI atop MEMS top 30 ranking
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ST closes in on TI atop MEMS top 30 ranking
Peter Clarke
3/26/2012 9:57 AM EDT
SAN JOSE, Calif. – STMicroelectronics and Texas Instruments were the leading manufacturers of microelectromechanical systems (MEMS) components in 2011 in a market that grew 17 percent to reach $10.2 billion, according to Yole Developpement (Lyon, France). In contrast the semiconductor integrated circuit market grew 0.4 percent in 2011 to a size of $299.5 billion.
In the vibrant MEMS market ST capitalized on exploding demand for motion processing in mobile devices to achieve a 42 percent jump in MEMS sales from 2010 to $907 million. This has taken ST from a ranking of fourth in 2010 to be effectively on a par with Texas Instruments. Yole estimates TI had MEMS sales of $913 million in 2011. TI's more mature micromirror MEMS business saw single-digit growth somewhat slower than ST's inertial sensor business for consumer applications. ST is also a leading foundry supplier of MEMS components.
As in 2010 there is clear top four in MEMS, with Hewlett Packard continuing to be significant on the basis of inkjet printing MEMS production and Robert Bosch, a leading provider of MEMS for automotive applications now ranked fourth. The top four vendors sold $3.3 billion of MEMS products, Yole said. The top 30 companies accounted for almost 80 percent of total MEMS packaged device sales worldwide.
The mobile device market drove 40 percent or better annual growth across a broad range of sensor suppliers, according to Yole. Silicon microphone maker Knowles Electronics jumped from 18th spot on the Yole ranking in 2010 to fifth on 40 percent growth in its sales of MEMS microphones to reach $362 million in sales. Magnetometer supplier AKM jumped 46 percent, to $279 million and eighth place.
Meanwhile the industry's leading fabless MEMS supplier, InvenSense, saw its sales climb 67 percent to $144 million with multi-axis gyroscope and motion sensing chips. Memsic Inc. entered the top 30 with an 80 percent jump in its magnetometer and accelerometer sales.
High volume consumer applications will continue to dominate the market but it will continue to evolve rapidly, Yole said.
"Growth is now coming from combos of accelerometers and magnetometers and from combos of accelerometers and gyros, which started to ship in volume last year," said Laurent Robin, inertial MEMS analyst at Yole, in a statement. "Companies who make only accelerometers will have to change."
責(zé)編:Quentin