According to Yole Développement's latest MEMS report 'Status of the MEMS Industry', the MEMS industry is preparing to exceed $20bn by 2020 (in 2014 it represented an $11.1bn business for Si-based devices).
Jean-Christophe Eloy, President & CEO, Yole Développement, comments: “We have seen different market leaders in the past and the competition is still very open. But 2014 will be remembered for the emergence of what could be a future 'MEMS Titan': Robert Bosch (Bosch).”
In this report, Yole proposes a deep understanding of the MEMS markets trends and players dynamics. The company announces its 2014 MEMS manufacturers and foundries ranking and proposes an overview of the future game-changers including new devices, disruptive technologies, 300mm wafers, sensor fusion and new markets.
Top 30 MEMS players' positioning: devices vs. systems vs. number of MEMS product lines
Bosch’s MEMS revenues have increased by 20% to top $1.2bn, driven by consumer sales. STMicroelectronics’ revenue is thus now lagging $400m behind. Compared to 2013, the top five companies remain unchanged and together they earn $3.8bn, around a third of the total MEMS business. However, Bosch’s dominance is clear, as its revenues now account for around one-third of that figure. Among the 10 or so MEMS titans that are currently sharing most of the MEMS market, Yole distinguishes the 'Titans with Momentum' from the 'Struggling Titans':
Yole has analysed the three 'Brick Walls' players have to overcome to develop a significant MEMS business. The first is to launch a first MEMS product on the market. The second is moving from one to multiple MEMS product lines to diversify a company’s portfolio. The last is the move from being a device maker to a system maker with a successful MEMS business. So far, only Bosch has achieved a very successful transition.