消費電子用微機電系統(tǒng)(MEMS)陀螺儀(gyroscope)供應(yīng)商應(yīng)美盛(InvenSense, Inc.)日前宣布并購法國超低功率定位、活動追蹤暨情境感知軟件商Movea,公司股價在正常盤大漲了近5%、創(chuàng)下數(shù)年新高。另外,InvenSense也并購了室內(nèi)外定位軟件商Trusted Positioning Inc. (TPI)。
InvenSense總裁兼首席執(zhí)行官Behrooz Abdi 7日在美國股市收盤后發(fā)布的新聞稿中指出,在收購了Movea與TPI之后,InvenSense將轉(zhuǎn)化為智能傳感器系統(tǒng)單芯片(SoC)的領(lǐng)導(dǎo)供應(yīng)商。他說,InvenSense的低功耗、高效能動作與聲音傳感器,在緊密整合TPI的高階定位追蹤軟件、Movea的資料融合演算法之后,“AlwaysOn (隨時在線)”的低功耗整體解決方案也終將獲得實現(xiàn),將被用于移動終端、可穿戴設(shè)備和物聯(lián)網(wǎng)等領(lǐng)域。
IHS技術(shù)總監(jiān)Jeremie Bouchard表示,所有MEMS傳感器制造商都在尋找類似的并購機會,與傳感器軟件供應(yīng)商融合,以便更好地服務(wù)于新興市場。
InvenSense將支付8100萬美元,其中現(xiàn)金部分為7500萬美元。以便收購Movea與TPI所有在外流通股票。
barrons.com報導(dǎo),Oppenheimer & Co.分析師Andrew Uerkwitz曾于6月24日發(fā)表研究報告指出,根據(jù)他和InvenSense首席財務(wù)官Alan Krock的會面結(jié)果、以及他自身進行的調(diào)查,該公司很可能已成為iPhone 6六軸陀螺儀(MPU)的供應(yīng)商,這項解決方案也會用來支持光學(xué)防手震(OIS)系統(tǒng)。另外,InvenSense也獲蘋果采用、將為其可穿戴設(shè)備供應(yīng)零件,這有望讓該公司的年度每股盈余增加0.15-0.30美元。
Uerkwitz并表示,InvenSense也贏得亞馬遜“Fire”3D智能手機的設(shè)計應(yīng)用、這會讓今年底前的營運狀況獲得不錯的成長動能。
兩周前,音頻處理芯片廠商Audience(ADNC)并購了Movea競爭對手QUIK公司的傳感器平臺,并與聯(lián)發(fā)科合作提供智能手機語音解決方案。
據(jù)Juniper Research預(yù)計,到2017年智能可穿戴設(shè)備的年銷售量有望從2013年的1500萬部激增至7000萬部左右,未來2-3年可穿戴設(shè)備的市場規(guī)模也將從2013年的30億-50億美元迅速攀升至300億-500億美元。
本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載
參考英文原文:Invensense MEMS Merges With Movea Motion,by R. Colin Johnson
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Invensense MEMS Merges With Movea Motion
Invensense agrees to acquire Movea and Trusted Positioning for $81 million
R. Colin Johnson
PORTLAND, Ore. — One of the fastest growing micro-electro-mechanical system (MEMS) and system-on-chip (SoC) companys, Invensense Inc. in San Jose, Calif., just got a big boost by acquiring two companies with complementary motion-software expertise that will fortify their motion processing solutions. Movea SA in Grenoble, France, has a portfolio of over 500 patents and established business relationships with major consumer electronics makers worldwide. Trusted Positioning Inc. (TPI) in Calgary, Canada, is smaller, but has a highly specialized solution for determining the orientation of a device for navigation, wearable, and other high-volume applications. Both companies were acquired by Invensense for just over $80 million and will remain located where they are now.
"Both indoor and outdoor navigation is going to be a big market, and with the addition of Movea and Trusted Positioning's inertial sensor algorithms to our own, we hope to offer the broadest selection of smart MEMS sensor solutions on the market," Ali Foughi, vice president of marketing and business evelopment at InvenSense told EE Times. "For one thing, you're not going to have trouble going into tunnels or parking lots anymore where there is no GPS reception."
Movea has a broad and deep portfolio of motion sensing algorithms which it has been licensing to smart TV makers for pointable remote controls, to wearable makers for applications from wrist bands to tennis rackets as well as to microcontroller makers of smart sensor hubs. All of these markets are ones that Invensense wants to get further into, and acquisitions is one of the fastest way to expand in growing markets.
Trusted Positioning Inc. also writes software for inertial motion sensing, but in their case they specialize in accurately determining the orientation and location of inertial sensors, for instance is your phone in your back pocket, vest pocket, lying on your desk or what. Their target customers include makers of smartphones, tablets, wearables, in-vehicle navigation devices, personnel tracking devices, and machine guidance and control systems.
"Both these company's will help Invensense provide solutions based on intelligent sensors -- wrapping motion algorithms around the sensors, which is exactly the businesses Invensense is in -- make the sensors smarter, with auto-calibration and on-chip data fusion." Foughi told EE Times. "The message here is we are expanding our embedded software algorithm technology portfolio and planning to do a lot more. Both Movea and TPI are also experts in low-power navigation solutions."
Invensense intends to use Movea and TPI technology to enhance its "AlwaysOn" low-power solutions for mobile, wearable, and the Internet of Things (IoT) devices. According to Jeremie Bouchard, director at IHS Technology in Douglas County, Colo., all the MEMS inertial sensor makers are seeking similar acquisitions with sensor fusion software companies in order to better serve these emerging markets, including Hillcrest Laboratories, Inc. in Rockville, Md., and Sensor Platforms Inc. Bouchard predicted this trend when analyzing why Fairchild Semiconductor International Inc. had just acquired motion software company Xsens Technologies B.V. in Enschede, Netherlands earlier this year. His MEMS April Market Brief predicted "there exist a handful of similar software algorithm suppliers including Movea, Hillcrest, and SensorPlatforms. This is a critical competence and IHS has anticipated that some of these companies would soon be acquired." His reasoning was that most MEMS sensor makers are hawking similar products -- accelerometers, gyroscopes, magnetometers, and altimeters -- so they need superior software to differentiate themselves. Smart software is also desperately needed to cut the power consumption of always-on, wearable, and IoT applications, according to IHS.
InvenSense will pay approximately $81 million to acquire the outstanding shares of capital stock and other equity rights of Movea and Trusted Positioning Inc. Payment will be in cash except for $6 million of InvenSense common stock plus a portion of unvested employee stock options exercisable for shares of InvenSense's common stock.
責(zé)編:Quentin