FORWARD CONCEPTS

®

Electronics Market Research 1462 East Grandview Street. • Mesa, AZ 85203 • U.S.A. Tel: 480-968-3759 • Fax: 480-968-7145 • E-mail: [email protected] www.fwdconcepts.com

Table of Contents

CELLULAR MEMS & SENSOR CHIP MARKETS '14 Market Analysis of Sensors in Cellphones & Tablets

Author: Carter L. Horney Editor & Contributor: Will Strauss

Report No. 1330 May, 2014

About the Author Carter L. Horney, a recognized authority on microprocessor and DSP implementation in telecommunications, is the author of this report. Mr. Horney is an independent consultant and Forward Concepts Associate specializing in semiconductor product strategy and market planning. He was formerly Division Planner for Rockwell International’s Digital Communications Division and earlier Strategic Marketing manager for Rockwell’s Semiconductor Products Division. Mr. Horney was responsible for the product planning, which led Rockwell (now Conexant Systems) to dominate the worldwide FAX and highspeed modem chip market. He was appointed a Rockwell Engineering Fellow and received many commendations for outstanding achievement in Computer Architecture, Engineering, Technical Marketing, Product Planning and Customer Relations. Mr. Horney has a B.S. in Mathematics and Physics and an M.S. in Mathematics from Western Illinois University. About the Editor Will Strauss, President of Forward Concepts, is the editor and significant contributor for this report. Mr. Strauss is internationally recognized as the leading authority on markets driven by digital signal processing (DSP), and wireless is the largest market for DSP technology.

Copyright © 2014 by Carter L. Horney for the exclusive use of Forward Concepts Company. All rights, including that of translation into other languages are specifically reserved. No part of the this publication may be reproduced in any form, stored in a retrieval systems or transmitted by any method or means, electrically, mechanically, photographic or otherwise, without the express permission of Carter L. Horney, (d\b\a Teletronix) P.O Box 487 San Clemente, California 92674. (Tel 949-492-8885: Fax: 949361-8885). Personal E-mail: [email protected]

FORWARD CONCEPTS and the stylized FC Logo are registered trademarks of Forward Concepts Co. ® Reg. U.S. Patent & Trademark Office.

EXECUTIVE SUMMARY I.

EXECUTIVE SUMMARY .............................................................................................................................. 1

II. MOBILE MARKET ........................................................................................................................................ 5 Mobile Phones.......................................................................................................................................................... 5 1. Quarterly/YOY Handset Unit Market Share from 2012-2013 ........................................................................... 7 2. Mobile Phone Forecast by Type from 2013-2018 .................................................................................................. 9 B. Smartphones ............................................................................................................................................................ 9 1. Global Distribution of Smartphones by Region ..................................................................................................... 11 2. Top 30 Smartphone Market Share Leaders 2012-2013 .................................................................................... 14 3. Smartphone Five Year Forecast by Geographical Region ................................................................................. 16 4. Smartphone Five Year Forecast by Classification................................................................................................. 16 5. Smartphone Five Year Forecast by Operating System Type ............................................................................ 17 C. Tablets ......................................................................................................................................................................18 1. The White Box Tablet Movement ................................................................................................................................ 18 2. Tablet Quarterly and YOY Market Share from 2012-2013 ............................................................................... 19 3. Tablet Shipments by Operating Systems.................................................................................................................. 22 4. Five-Year Media Tablet Forecast ................................................................................................................................. 22 A.

III. A. B. C.

MEMS and SENSORS ............................................................................................................................ 24 MEMS Market Leaders ........................................................................................................................................25 MEMS Microphone and Sensor Forecasts ....................................................................................................26 MEMS Gyroscopes .................................................................................................................................................30 1. Gyro Consumption by OEMs .......................................................................................................................................... 31 2. Gyro Market Share by Supplier .................................................................................................................................... 31 3. Gyro Supplier Profiles ...................................................................................................................................................... 32 a) b) c) d) e) f) g) h) i) j) k) l) m) n)

D. 1. 2. 3.

Bosch (30.4mm3, 3-axis Gyro+3-axis Accelerometer) ........................................................................................................ 32 Epson Toyocom (30.4mm3, 3-axis Gyro+3-axis Accelerometer) ................................................................................... 32 InvenSense (16mm3 3- axis yaw and pitch Gyros)............................................................................................................... 33 InvenSense (9-Axis Gyro, Acc and Compass).......................................................................................................................... 34 InvenSense (ICM0278 Gyro/Accelerometer/Proximity Sensor) .................................................................................. 35 Kionix-ROHM (14.4mm3 3- Axis Gyro) ...................................................................................................................................... 35 Kionix-ROHM (9mm2, 9- Axis Gyro, Acc, and magnetometer) ....................................................................................... 36 Maxim- Sensor Dynamics AG (Combo Accelerometer and Gyro) .................................................................................. 36 Panasonic (single axis Yaw Vibration-based Gyros) ........................................................................................................... 37 Sony (2-Axis Gyros)............................................................................................................................................................................ 37 STMicroelectronics (16mm2 3-axis pitch, roll and yaw Gyro) ........................................................................................ 37 STMicroelectronics (9-axis Gyro, Accelerometer and Magnetometer) ....................................................................... 39 Virtus Advanced Sensors (22.4mm3 SOI 3-Axis Accelerometer) ............................................................................. 39 Murata-VTI (12.7mm2 3-axis Gyro, 4 mm2 3-axis ACC) ..................................................................................................... 40

Accelerometers .....................................................................................................................................................41 MEMS Accelerometer Consumption by OEMs ....................................................................................................... 42 Accelerometer Market Share Leaders ....................................................................................................................... 42 MEMS Accelerometer Supplier Profiles .................................................................................................................... 43 a) b) c) d) e) f) g) h)

Analog Devices (MEMS Accelerometers) ................................................................................................................................. 44 Bosch Sensortec (9mm3 3-axis Accelerometer) .................................................................................................................... 45 Freescale (9mm3 capacitive 3-axis Accelerometer) ............................................................................................................ 46 Hokuriku Electric Industry (9mm3 3-axis Accelerometer) .............................................................................................. 47 Kionix-Rohm (MEMS 3 axis-Capacitive Accelerometer) ................................................................................................... 47 MEMSIC (3-Axis 88mm3 CMOS thermal- Accelerometers) .............................................................................................. 48 Lapis Semiconductor (28.7mm3 3-axis Piezoresistive ACC)............................................................................................ 50 Murata-VTI Technologies (3- Axis Piezoresistive)............................................................................................................... 50

Forward Concepts

Page i

EXECUTIVE SUMMARY i) j)

E. 1. 2. 3.

Magnetometers (eCompass) .............................................................................................................................52 MEMS Magnetometer Market Share Leaders ......................................................................................................... 52 Consumption by Tablet and Smartphone OEMs ................................................................................................... 53 MEMS Digital Compass Supplier Profiles ................................................................................................................. 54 a) b) c) d) e) f)

F.

VTI Technologies (19.8mm3 3- axis Capacitive Accelerometer) .................................................................................... 50 STMicroelectronics (9mm3 Accelerometer, 16mm3 Gyros) ............................................................................................. 51

AKM (19.5 mm3, 6 axis Compass and Accelerometer) ...................................................................................................... 54 Bosch Sensortec (8.55mm3 6 axis Magnetometer and ACC)............................................................................................ 55 MEMSIC (9 mm2 Magnetometer) ................................................................................................................................................ 56 Honeywell Microelectronics (8.1mm3, Magnetoresistive (AMR)) ................................................................................ 57 STMicroelectronics (15mm3 6-axis Compass + Accelerometer) ................................................................................... 57 Yamaha (4mm2 3-axis geomagnetic sensor chip) ................................................................................................................ 58

Light and Proximity Sensors.............................................................................................................................60 1. Consumption by Tablet and Smartphone OEMs ................................................................................................... 61 2. MEMS Proximity and Light Sensor Market Share Leaders ............................................................................... 62 3. MEMS Proximity & Light Sensor Profiles ................................................................................................................. 62 a) b) c) d) e) f) g) h) i)

G. 1. 2. 3.

Analog Devices (Proximity sensor)) ........................................................................................................................................... 63 ams-TAOS (ALS and ALS/PS combo) ......................................................................................................................................... 63 Intersil (2.8mm3 Digital PS and ALS)......................................................................................................................................... 64 Capella Microsystems (ALS/PS/IRLED), RGB sensor) ....................................................................................................... 65 OSRAM Opto Semiconductor (13mm3 PS and 2.8mm3 ALS) ............................................................................................ 66 Lapis-Rohm Semiconductor (Optical ALS/Proximity combo) ........................................................................................ 66 Sharp Optronics (PS/ALS combo) ............................................................................................................................................... 67 Maxim Integrated (RGB, Temperature, Infrared Proximity Sensor)............................................................................ 67 Silicon Laboratories (PS or PS/ALS Combo) ........................................................................................................................... 68

MEMS Pressure Sensors .....................................................................................................................................69 Pressure Sensors Market Share Leaders .................................................................................................................. 70 Consumption of Pressure Sensors by OEMS ........................................................................................................... 70 MEMS Pressure Sensor Supplier Profiles................................................................................................................. 71 a) b) c) d)

Murata-VTI Technologies (1.67mm3 Pressure Sensor) .................................................................................................... 71 Freescale (16.5mm3 Pressure Sensor) ..................................................................................................................................... 71 Bosch Sensortec (12.7mm3 Barometric Pressure Sensor ................................................................................................ 72 STMicroelectronics (9.0mm3 Piezo Barometric Pressure Sensor) .............................................................................. 73

Humidity-Temperature Sensor .......................................................................................................................74 1. Sensirion ................................................................................................................................................................................ 74 2. STMicroelectronics........................................................................................................................................................... 74 I. Biometric and Optical Chip Company Profiles ...........................................................................................75 1. Atmel (Thermo Fingerprint Sensor) .......................................................................................................................... 75 2. Avago Technologies (Optical Finger Navigator Chip/Sensor) ........................................................................ 76 3. AuthenTec (64mm3 Secure Finger Swipe Sensor) .............................................................................................. 76 4. CrucialTec (Biometric Multi Finger Sensor) ........................................................................................................... 77 5. Cypress (Optical Track PAD ........................................................................................................................................... 77 6. Fingerprint Cards AB (CMOS Touch or Swipe Finger sensors................................................................. 78 7. Precise Biometrics (Algorithm Software) ................................................................................................................ 79 J. MEMS Microphones and Supplier Profiles ..................................................................................................80 1. MEMS Microphone Consumers .................................................................................................................................... 81 2. Silicon Microphone Market Share Leaders.............................................................................................................. 82 3. MEMS Microphone Supplier Profiles ......................................................................................................................... 83 H.

a) b) c) d)

AAC Acoustics (MEMS Microphones) ......................................................................................................................................... 83 Analog Devices/InvenSense (Hi SNR Silicon Microphone) .............................................................................................. 83 Bosch-Akustica (63dB SNR MEMS Microphone) .................................................................................................................. 84 Gettop Acoustics (58dB SNR MEMS Microphone ................................................................................................................. 85

Forward Concepts

Page ii

EXECUTIVE SUMMARY e) f) g) h) i) j) k) l) m) n) o)

IV. A. B. C. D. E. F.

Best Sound Electronics, LTE (MEMS Microphones) ............................................................................................................ 85 Hosiden (59-62 dB low SNR MEMS Microphones) .............................................................................................................. 86 GoerTek Acoustics, China (60dB SNR MEMS Microphones) ........................................................................................... 86 Knowles Electronics (94dB SNR MEMS Microphones) ...................................................................................................... 86 MEMSensing Microsystems (MEMS Microphones) ............................................................................................................. 87 NeoMEMS Technology (60.0 dB SNR Digital Microphone) .............................................................................................. 87 Omron (MEMS Microphone) .......................................................................................................................................................... 88 STMicroelectronics (66dB SNR MEMS Microphone) .......................................................................................................... 88 TDK-EPC (56-57dB SNR MEMS Microphone ..................................................................................................................... 89 Wolfson Microelectronics (22 mm3, 58-61 dB SNR Microphones)............................................................................... 90 Solid State Systems (Single-die MEMS Microphone) .......................................................................................................... 90

CAMERAS & IMAGE PROCESSORS ................................................................................................... 92 Overview ..................................................................................................................................................................92 Image Sensor Consumption Smartphones and Tablets ..........................................................................93 Image Sensor Distribution by Resolution ....................................................................................................94 Image Sensor Market & Vendor Shares ........................................................................................................97 Camera Imaging Market Forecast ...................................................................................................................98 Camera Image Sensor Supplier Profiles .......................................................................................................99 1. Aptina (FSI 1.75-2.2µm, VGA, 1.3-, 2-, 3.1, 5MP) ................................................................................................... 99 2. Galaxycore (VGA to UXGA resolution) .................................................................................................................... 100 3. Himax Imaging (1.4µm FSI: VGA, 1.3-, 2- 3- 5-MP) ........................................................................................... 101 4. Hynix Semiconductor (FSI 1.4µm, VGA, 1.3- 2-, -3, 5MP, WLO)................................................................... 102 5. OmniVision (1.4µm BSI; VGA, 1.3-, 2-, 3.2- & 5-MP; WLO) ............................................................................ 103 6. Samsung CIS Group (1.12µm Stacked 16MP EDOF) ......................................................................................... 105 7. SETi (2.25µm FSI, VGA, 1.3 MP and 2MP CIS Chips)......................................................................................... 106 8. Sony (5, 8, 12, -16MP CMOS 1.12µm2 BSI Image Modules) .......................................................................... 106 9. STMicroelectronics (1.75µm VGA, 1.3, 2, 3; 1.4 µm 5-8 MP AF modules) ............................................... 109 10. Toshiba Electronic Components (1.12µm BSI 2, 3, 5, 8, 13 MP) ............................................................. 110

V. TOUCH CONTROLLERS ......................................................................................................................... 112 Overview ............................................................................................................................................................... 112 PCAP Full Touch Controller Trends ............................................................................................................ 113 Touch Screen Sensor Technology Overview ............................................................................................ 114 1. Haptics Touchscreens ................................................................................................................................................... 115 2. Resistive Touch Screens ............................................................................................................................................... 116 3. Capacitive Touch Screens ............................................................................................................................................ 117 4. Optical Touch Technology ........................................................................................................................................... 118 D. Touch Controller Vendor Market Shares .................................................................................................. 119 E. Touch Screen Controller Forecast ............................................................................................................... 120 F. Touch Controller Suppliers ............................................................................................................................ 122 1. Analog Devices (Resistive only) ................................................................................................................................ 123 2. Asahi Kasei Microsystems (Resistive controller) .............................................................................................. 123 3. Atmel (Capacitive-touch controllers) ..................................................................................................................... 123 4. Broadcom (Full panel custom Capacitive)............................................................................................................ 125 5. Cypress Semiconductor (Capacitance Key and Full TSP) ............................................................................... 125 6. Cypress (Optical Track Pad) ....................................................................................................................................... 127 7. ELAN Microelectronics (Capacitive multi-touch Module & chip) ............................................................... 127 8. eGalax EETI (Capacitive Controller)........................................................................................................................ 127 9. FocalTech Systems (Capacitive Touch Controller) ........................................................................................... 128 10. Fudan Microelectronics Co., Ltd (Capacitive Controller)........................................................................... 129

A. B. C.

Forward Concepts

Page iii

EXECUTIVE SUMMARY 11. 12. 13. 14. 15. 16. 17. 18.

ILI Technology (Complete Capacitive Controller line) ............................................................................... 129 Melfas (Capacitive Controllers and touch modules).................................................................................... 130 Renesas Electronics (Capacitive Touch Controller)..................................................................................... 131 Silicon Labs (Multitouch Capacitive Controller) ........................................................................................... 131 Sitronix Technology (Multitouch voltage-driven) ........................................................................................ 132 STMicroelectronics (Full Screen Capacitive) .................................................................................................. 133 Synaptics (Cap Arrays and Full Screen Capacitive) ..................................................................................... 134 Texas Instruments (Custom Capacitive Controller) .................................................................................... 135

Forward Concepts

Page iv

EXECUTIVE SUMMARY FIGURES Figure 1 Cellular Handset & Tablet Component Markets by Type: 2013 ................................................ 1 Figure 2 MEMS Sales Categories as Percent of Sales: '13 .................................................................... 2 Figure 3 Sensor Revenue Split: Image, Touch & Microphones .............................................................. 3 Figure 4 Imaging, Touch Capacitance and MEMS Forecast Summary .................................................. 4 Figure 5 Distribution of Mobile Handsets by Type: 2013 ........................................................................ 5 Figure 6 Distribution of Mobile Cellular Devices by Type: 2013.............................................................. 6 Figure 7 Mobile Cellular Device Growths: 2012 to 2018......................................................................... 6 Figure 8 Smartphone Growth Patterns by Type: '12-'18 ....................................................................... 10 Figure 9 Smartphone Shipments by Geographical Region: '13 ............................................................ 12 Figure 10 Non-Smart Handset Shipments by Geographical Region: '13 .............................................. 13 Figure 11 LTE Smartphone Shipments by Geographical Region: '13 ................................................... 13 Figure 12 Smartphone Market Shares by OS: 2013 ............................................................................. 17 Figure 13 Smartphone Market Shares by OS: 2018 ............................................................................. 18 Figure 14 MEMS Sales Categories as Percent of Sales: '13 ................................................................ 24 Figure 15 MEMS Sensor Shipments by Type: '13 ................................................................................ 24 Figure 16 MEMS Shipment Growth by Type: '12-'18 ............................................................................ 26 Figure 17 Sensor Shipment Growth by Type: 12-'18 ............................................................................ 27 Figure 18 MEMS Gyro Market by Vendor: '13 ...................................................................................... 31 Figure 19 MEMS Accelerometer Market by Vendor: '13 ....................................................................... 42 Figure 20 MEMS Compass (Magnetometer) Vendor Market Shares: '13 ............................................. 53 Figure 21 MEMS Proximity/ALS Vendor Market Shares: '13 ................................................................ 62 Figure 22 Lapis Semiconductor Proximity & ALS Sensor Block Diagram ............................................. 67 Figure 23 Pressure Sensor Market Leaders......................................................................................... 70 Figure 24 MEMS Microphone Market Share Leaders........................................................................... 82 Figure 25 Imager Consumption by Cellular Product: ‘13 ...................................................................... 93 Figure 26 Primary Image Sensor Size Consumption: ‘13 .................................................................... 94 Figure 27 Sales Distribution of CIS by type: '13. .................................................................................. 95 Figure 28 Imager Unit Growth by Pixel Sizes: '12-'18.......................................................................... 95 Figure 29 Second Image Sensor Unit Growth by Pixel Sizes: '12-'18.................................................. 96 Figure 30 Image Chip Vendor Unit Shares: '13 .................................................................................... 97 Figure 31 Image Chip Vendor Shares by Revenue: '13 ....................................................................... 97 Figure 32 Comparison of Conventional versus Stacked Imaging Device ........................................... 107 Figure 33 Touch Overlay Growth by Phone Type: '12-'18 .................................................................. 112 Figure 34 Touch Overlay Growth by Touch Technology: '12-'18 ........................................................ 113 Figure 35 Capacitance Touch Controller Vendor Market Shares: '13 ................................................. 119

Forward Concepts

Page v

EXECUTIVE SUMMARY TABLES Table 1 Sales & ASP of Tablet, Smartphone & Non-Smartphone Segments: 2013................................ 5 Table 2 Handset Supplier Market Share Positions YOY......................................................................... 8 Table 3 Mobile Handset & Tablet Unit Forecasts by Type: '12-'18 ......................................................... 9 Table 4 Smartphone Comparisons by Price Category.......................................................................... 11 Table 5 Smartphone Suppliers YOY/Quarterly Market Shares: '12 & '13 ............................................. 15 Table 6 Smartphone Five-Year Forecast by Global Regions: '12-'18 ................................................... 16 Table 7 Smartphone Shipments Across the 10 Geographic Regions by Classification: '12-'18 ............ 16 Table 8 Smartphone Five-Year Forecast by Operating System Usage ................................................ 17 Table 9 Tablet Quarterly Supplier Growth YOY: '12 to '13 ................................................................... 21 Table 10 Tablet Shipments by O/S: '12-'13 .......................................................................................... 22 Table 11 Media Tablet and Attached Modem Forecast: '12-'18............................................................ 22 Table 12 MEMS Device Supplier Shipments: 2012-2013 ..................................................................... 25 Table 13 MEMS Sensors Five Year Forecast by Type: '12-'18 ............................................................ 28 Table 14 MEMS Microphones Five Year Forecast by Type: '12-'18 ..................................................... 29 Table 15 Gyro Consumption by OEMs ................................................................................................. 31 Table 16 Characteristics of competing tri-axis Gyro Devices................................................................ 32 Table 17 MEMS Accelerometer Consumption by OEMs: '12-'13 .......................................................... 42 Table 18 Bosch Sensotec Accelerometer family .................................................................................. 45 Table 19 MEMSIC Thermal-Based vs. Capacitive Accelerometers ...................................................... 49 Table 20 Compass Device Consumption by OEM: '12-'13 ................................................................... 53 Table 21 Comparison of Competing 6-Axis Compass/Accelerometers ................................................ 54 Table 22 Top Consumers of ALS, RGB and Proximity Sensors: '12-'13 ............................................... 61 Table 23 Pressure Sensor Shipments by Vendors '12-'13 ................................................................... 70 Table 24 Largest Consumers of MEMS Microphones by Units: '12-'13 ................................................ 81 Table 25 Wolfson Microelectronics MEMS Microphone Product Line-up ............................................. 90 Table 26 Cellular Camera Image Sensor Forecast: '12-'18 .................................................................. 98 Table 27 Aptina’s 1.7µm, 2.2 µm CIS Line up .................................................................................... 100 Table 28 Galaxycore Imaging Product Lineup ................................................................................... 101 Table 29 Himax Imaging Product Lineup ........................................................................................... 102 Table 30 OmniVision’s CIS Lineup..................................................................................................... 104 Table 31 Seti Image Sensor Line Up ................................................................................................. 106 Table 32 Characteristics of Sony Stacked 8-Mp image sensor .......................................................... 108 Table 33 Toshiba's Image Sensors .................................................................................................... 110 Table 34 Toshiba’s Dynastron™ CIS Dies ......................................................................................... 111 Table 35 Touch Screen Technology Comparisons............................................................................. 114 Table 36 Touch Screen Controller Five-Year Forecast ...................................................................... 121 Table 37 Touch Controller Chip Vendors & their Customer Bases ..................................................... 122 Table 38 Cypress Programmable SoC Touch Controller Family Migration ......................................... 125 Table 39 Cypress Capacitive Touch Controller Lineup....................................................................... 126 Table 40 Ilitek Capacitive Touch Screen Controller Family of Devices ............................................... 129 Table 41 Silicon Labs Capacitive Small Array Touch Family .............................................................. 132 Table 42 STM's Small Array Capacitive Touch Family ....................................................................... 133 Table 43 STM Full Touch Capacitive Controllers ............................................................................... 133

Forward Concepts

Page vi