The Market for Next-Generation Microsystems: More than MEMS! Rob Lineback Senior Market Research Analyst IC Insights Inc. Ottawa, Canada ITAC National Executive Forum on Microelectronics, Ottawa

About IC Insights IC Insights, Inc., based in Scottsdale, Arizona, is dedicated to providing high-quality, cost-effective market research for the semiconductor industry. Founded in 1997, IC Insights offers coverage of global economic trends, the semiconductor market forecast, capital spending and fab capacity trends, product market details, and technology trends, as well as complete IC company profiles and evaluations of end-use applications driving demand for ICs. IC Insights Products & Services The McCLEAN REPORT A Complete Analysis and Forecast of the Integrated Circuit Industry IC MARKET DRIVERS A Study of Emerging and Major End-Use Applications Fueling Demand for ICs O-S-D REPORT A Market Analysis and Forecast for Optoelectronics, Sensors, and Discretes STRATEGIC REVIEWS Extensive Profiles of the World’s IC Manufacturers and Fabless Suppliers GLOBAL WAFER CAPACITY Detailed Analysis and Forecast of the IC Industry's Wafer Fab Capacity Additional Information

ITAC National Executive Forum on Microelectronics, Ottawa

Current Global Market Conditions

ITAC National Executive Forum on Microelectronics, Ottawa

The role of MEMS in semiconductors is fairly well defined ITAC National Executive Forum on Microelectronics, Ottawa But exactly what are Microsystems? The micro-machined technology is being used in accelerometers, gyroscopes, pressure sensors, micro-mirrors, microfluidic devices, acoustic-wave filters, MEMS oscillators, and other actuators. MEMS semiconductor products usually contain some level of analog circuitry (to amplify, filter, and convert measurement signals, or physically drive microelectromechanical structures) as part of their transducer functions. Most devices are multi-chip products today, built with MEMS functions on a separate die from the rest of electronics circuitry in order to optimize manufacturing steps, simplify designs, and lower overall cost. Laboratory structures created at Sandia National Laboratories

ITAC National Executive Forum on Microelectronics, Ottawa MEMS Sensors MEMS Actuators Microsystems Wafer-level packaging System-in-package (SiP) Single-chip integration Compound materials Micro-injection molding of polymers “Nano” technologies Wafer-level packaging System-in-package (SiP) Single-chip integration Compound materials Micro-injection molding of polymers “Nano” technologies

ITAC National Executive Forum on Microelectronics, Ottawa

MEMS-based Sensors fall mainly into two market segments Acceleration & yaw sensors (or “inertial” sensors) exceeded magnetic-field sensor sales for first time in Accelerometers today represent about 70% of inertial sensor sales and gyroscope devices the rest. Pressure sensor sales suffered from automotive slump despite new high-growth applications in solid-state microphones, medical, and tire-pressure measurement.

ITAC National Executive Forum on Microelectronics, Ottawa Overall, MEMS-based Actuators have struggled

ITAC National Executive Forum on Microelectronics, Ottawa

Market Drivers of MEMS-based Sensors & Actuators ITAC National Executive Forum on Microelectronics, Ottawa Early Commercial Applications (late 1970s into the 1980s) Automotive manifold absolute pressure (MAP) sensors Blood pressure sensors Capacitive & piezoresistive pressure sensors for industrial & other systems Second Wave of Device Types & Applications (1990s-2005) Accelerometer-triggered car crash airbags Actuator inkjet printer nozzles Micro-mirror displays (such as TI’s DLP technology) Tire-pressure monitoring systems (TPMS) Solid-state microphone chips RF-MEMS, such as film-bulk acoustic resonator (FBAR) filters and duplexers

ITAC National Executive Forum on Microelectronics, Ottawa Market Drivers of MEMS-based Sensors & Actuators Bigger Wave of Devices & New Applications ( ) Inertial sensor-enabled smartphones, handheld devices, and video games Automotive electronic stability control (ESC) and new safety systems MEMS oscillators and timing structures for replacement of quartz crystals “Lab-on-chip” accelerators for drug, DNA, and disease analysis Ultra-low power color displays for e-readers and multimedia tablet computers Light processing and switches for next-generation optical networks Display Motion-controlled Hand-gesture Drop Dead-reckoning auto-rotation video games & tap recognition protection navigation

ITAC National Executive Forum on Microelectronics, Ottawa

Piling in on Cellular Phone Growth Steady handset growth reaching 1.8 billion in 2014 Convergence of digital systems in mobile phones -- About 92% will have cameras in five years -- Around 37% will be advanced “smartphones” in five years MEMS microsystems also move into cellphones with revenue values rising at a CAGR of 19% to $1.95B in 2015.

ITAC National Executive Forum on Microelectronics, Ottawa

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