Bosch leads Yole’s MEMS market top 30 ranking
MEMS sales at STMicroelectronics NV decreased by 3 percent in 2013 to $970 million as it lost its long held top slot in Yole Developpement’s annual ranking of the top 30 MEMS companies.
Yole more or less confirmed a ranking given earlier in the year by rival market research organization IHS although the numbers differ slightly as Yole bundles in ST’s foundry sales of MEMS, which were worth about $200 million in 2013.
Overall the MEMS industry saw sales revenue grow by 6.3 percent to $11.7 billion in 2013 as price pressure continued to erode the market that still is demanding sensors in every larger numbers. However, Yole reckons the outlook is brigher with a compound annual growth rate of 12.3 percent over the period 2013 to 2019 taking the market size from $11.7 billion in 2013 to $24 billion in 2019.
The top 30 companies – ranked in the chart below – account for 77 percent of the total MEMS market in 2014, up from 75 percent in 2012, according to Jean-Christophe Eloy, CEO of Yole, in a statement.
Top 30 MEMS supplier companies ranked by 2013 sales. Source: Yole Developpement. To see larger version of chart click here.
Bosch is now the top MEMS supplier with over $1 billion of annual sales. This is due to strength of the consumer and mobile business growth shown by Bosch Sensortec, which now supplies accelerometers for Apple’s iPhone 5s and 5c. STMicroelectronics is now second in this ranking. ST increased its microphones business with new collaborations with Apple and HTC but at the same time lost Apple as a customer for accelerometers. This phenomenon had a strong impact on STMicroelectronics inertials’ sales in 2013.
InvenSense, which also supplies inertial MEMS sensor was a notable climber in the ranking, moving up to 11th position in 2013 with sales of $249 million from 15th spot in 2012 with sales revenue in $187 million.
Canon climbed a couple of paces from 8th to 6th and it is notable that Analog Devices dropped two places from 11th to 13th in the ranking having sold its microphones business to InvenSense, albeit late in 2013.
"Microphones companies have the highest growth: it affects for example, AAC Technologies, Goertek and also Omron," said Frederic Breussin, head of the MEMS and sensors business unit at Yole. "They are strong challengers to the leader of microphones’ business, Knowles. Moreover, Goertek and AAC Technologies are two Chinese fast growing companies."
At the same time, InvenSense, Avago Technologies, TriQuint and Sony had double-digit percentage growth: Avago Technologies and TriQuint growth is driven by their RF MEMS (BAW duplexers) activities dedicated to cell phones applications.
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