Consumer MEMS Microphones Comparison2020 · 2020. 2. 12. · The consumer MEMS microphone market is expected toreach $ 1.5 B in2024 from 2019, according the “Microphones, Microspeakers

©2020 by System Plus Consulting | Consumer MEMS Microphone Comparison 2020 1

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

22 bd Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr

Consumer MEMS Microphones Comparison 202019 Microphones from Knowles, Goertek, AAC Technologies, STMicroelectronics, TDK-InvenSense, TDK-Epcos, Cirrus Logic and Vesper.SP20458 - MEMS report by Amine ALLOUCHE & Audrey LAHRACH

Physical Analysis by Véronique LE TROADECFebruary 2020 – SAMPLE

http://www.systemplus.fr/

http://www.systemplus.fr/


Table of Contents

Overview / Introduction 4

o Executive Summary

o Reverse Costing Methodology

o Glossary

Company Profile & Supply Chain__ 11

o Market

o Company Profile & Supply Chain

Physical Analysis__ 27

o Knowles

o Goertek

o AAC Technologies

o STMicroelectronics

o TDK-InvenSense

o TDK-Epcos

o Cirrus Logic

o Vesper

Microphone Overview: Package, ASIC, MEMS

Package Cross-section

MEMS Die Design and Cross-section

Technology evolution and physical comparisons of Package,

MEMS, and ASIC dies for each manufacturer and between

the manufacturers.

MEMS Manufacturing Process 128

o Knowles

o Infineon

o STMicroelectronics

o InvenSense

o Wolfson

o Vesper

Technology Comparison 171

o Microphone Package Comparison

o Microphone MEMS Comparison

Cost Comparison 181

o Yields Explanation & Hypotheses

o Global Comparison – Microphone Component Cost

o Global Comparison – MEMS Wafer FE Cost & Die Cost

o Microphones Component Cost Breakdown

o Conclusions

Feedbacks 193

About System Plus Consulting 195


Overview / Introductiono Executive Summaryo Reverse Costing

Methodologyo Glossary

Company Profile & Supply Chain

Physical Analysis

MEMS Manufacturing Process

Technology Comparison

Cost Comparison

Feedbacks

Related Reports

About System Plus

Executive Summary

The consumer MEMS microphone market is expected to reach $1.5B in 2024 from $1.1B in 2019, according to the “Microphones,Microspeakers and Audio Solutions” report from Yole Développement. The main drivers are smart speakers and wireless earbuds.Two main players are sharing the MEMS microphone market, Knowles and Goertek, with market shares of 39% and 28%,respectively.

In this dynamic context of the consumer microphone market, System Plus Consulting provides a deep comparative review oftechnology and cost of 19 MEMS microphones from the main microphone suppliers on the market: Knowles, Goertek, AACTechnologies, STMicroelectronics, TDK-InvenSense, TDK-Epcos, Cirrus Logic, and Vesper.

System Plus Consulting analyzes the several technologies of microphones to provide an insight on their structure, technology,processes and costs. We look at their package, ASIC and MEMS dies, dimensions, MEMS internal structure, package and MEMScross-sections, and substrate types, in order to determine each MEMS process.

The innovations and technology evolutions for each manufacturer are noted including the differences between the maincompetitors.

The MEMS Microphones have been compared in terms of: Structure, package (type of substrate, dimensions, cross-section),MEMS technology (size, design) and ASIC technology (size, technology node).

The MEMS Microphones have been finally compared in terms of cost: Detailed MEMS cost, ASIC cost, test and packaging costs.

This report includes an overview of the microphones used by the main smartphone suppliers in the market. Also, the supply chainof the microphones is evaluated for each supplier.


Overview / Introduction

Company Profile & Supply Chain o Marketo Company Profile & Supply

Chain

Physical Analysis



Cost Comparison

Feedbacks

Related Reports

About System Plus

Microphones in Apple iPhones from 2011 to 2019




Chain

Physical Analysis



Cost Comparison

Feedbacks

Related Reports

About System Plus

Microphones Manufacturers In 2019 Phones From The Main Phone OEMs




Chain

Physical Analysis



Cost Comparison

Feedbacks

Related Reports

About System Plus

Microphones in 2019 High-end and Low-end phones




Physical Analysiso Knowleso Goerteko AAC Technologieso STMicroelectronicso TDK-InvenSenseo TDK-Epcoso Cirrus Logico Vesper



Cost Comparison

Feedbacks

Related Reports

About System Plus

Analyzed Devices

19 Microphones were analyzed from 8 suppliers.




Physical Analysiso Knowleso Goerteko AAC Technologieso STMicroelectronicso TDK-InvenSenseo TDK-Epcoso Cirrus Logico Vesper



Cost Comparison

Feedbacks

Related Reports

About System Plus

Analyzed Microphones Overview: Breakdown by Supplier




Physical Analysiso Knowles

o iPhone 4o SPU0410LR5Ho iPhone 5 o iPhone 5so iPhone 7o iPhone X

o Goerteko AAC Technologieso STMicroelectronicso TDK-InvenSenseo TDK-Epcoso Cirrus Logico Vesper



Cost Comparison

Feedbacks

Related Reports

About System Plus

Knowles Analyzed Microphones









Cost Comparison

Feedbacks

Related Reports

About System Plus

Knowles Evolution – Package Comparison









Cost Comparison

Feedbacks

Related Reports

About System Plus

Knowles Evolution – ASIC Comparison









Cost Comparison

Feedbacks

Related Reports

About System Plus

Knowles Evolution – MEMS Comparison









Cost Comparison

Feedbacks

Related Reports

About System Plus

Knowles Microphone (iPhone 5) – Overview




Physical Analysiso Knowleso Goertek

o iPhone 7o iPhone X

o AAC Technologieso STMicroelectronicso TDK-InvenSenseo TDK-Epcoso Cirrus Logico Vesper



Cost Comparison

Feedbacks

Related Reports

About System Plus

Goertek GWM1 Microphone (iPhone X) – Package Characteristics




Physical Analysiso Knowleso Goerteko AAC Technologies

o iPhone 4 o iPhone 5o iPhone 5so iPhone X

o STMicroelectronicso TDK-InvenSenseo TDK-Epcoso Cirrus Logico Vesper



Cost Comparison

Feedbacks

Related Reports

About System Plus

AAC Technologies Microphone (iPhone 5) – MEMS Die




Physical Analysiso Knowleso Goerteko AAC Technologieso STMicroelectronics

o iPhone 7 Pluso TDK-InvenSenseo TDK-Epcoso Cirrus Logico Vesper



Cost Comparison

Feedbacks

Related Reports

About System Plus

STMicroelectronics SMP8 Microphone (iPhone 7 Plus) – MEMS Die




Physical Analysiso Knowleso Goerteko AAC Technologieso STMicroelectronicso TDK-InvenSenseo TDK-Epcos

o T4000o T4060

o Cirrus Logico Vesper



Cost Comparison

Feedbacks

Related Reports

About System Plus

Epcos T4060 Microphone – MEMS Die




Physical Analysis

MEMS Manufacturing Processo Knowleso Infineono STMicroelectronicso InvenSenseo Wolfsono Vesper


Cost Comparison

Feedbacks

Related Reports

About System Plus

Knowles Process – Microphones




Physical Analysis

MEMS Manufacturing Processo Knowleso Infineono STMicroelectronicso InvenSenseo Wolfsono Vesper


Cost Comparison

Feedbacks

Related Reports

About System Plus

Infineon MEMS Process – Process Steps (1/2)




Physical Analysis



Cost Comparison

Feedbacks

Related Reports

About System Plus

MEMS Microphone Die Comparison – MEMS Design




Physical Analysis



Cost Comparison

Feedbacks

Related Reports

About System Plus

MEMS Microphone Die Comparison – MEMS Cross-Section




Physical Analysis



Cost Comparison

Feedbacks

Related Reports

About System Plus

MEMS Microphone Die Comparison – Microphone Suppliers Overview




Physical Analysis



Cost Comparison

Feedbacks

Related Reports

About System Plus

MEMS Microphone Die Comparison




Physical Analysis



Cost Comparison

Feedbacks

Related Reports

About System Plus

Global Comparison – MEMS Wafer FE Cost & Die Cost Per Area




Physical Analysis



Cost Comparison

Feedbacks

Related Reports

About System Plus

Xxx Microphones – Component Cost




Physical Analysis



Cost Comparison

Feedbacks

Related Reports

About System Plus

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

MEMS & SENSORS• Apple iPhone X: MEMS Microphones from Goertek, Knowles, and AAC

Technologies• USound Achelous UT-P 2016 MEMS Speaker• Piezoelectric Material From Bulk to Thin Film – Comparison 2019

Related Reports

MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT

SENSING & ACTUATING• Microphones, Microspeakers and Audio Solutions Market and

Technology Trends 2019• Status of the MEMS Industry 2019

https://www.systemplus.fr/reverse-costing-reports/apple-iphone-x-mems-microphones-from-goertek-knowles-and-aac-technologies/

https://www.systemplus.fr/reverse-costing-reports/usound-achelous-ut-p-2016-mems-speaker/

https://www.systemplus.fr/reverse-costing-reports/piezoelectric-material-from-bulk-to-thin-film-comparison-2019/







https://www.i-micronews.com/products/microphones-microspeakers-and-audio-solutions-market-and-technology-trends-2019/

https://www.i-micronews.com/products/status-of-the-mems-industry-2019/






COMPANYSERVICES



Company Profile

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Pluso Company serviceso Contacto Legal

Business Models Fields of Expertise

Custom Analyses(>130 analyses per year)

Reports(>60 reports per year)

Costing Tools

Trainings



Company Profile

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Manufacturer Price Analysis

Feedbacks

Related Reports

About System Pluso Company serviceso Contacto Legal

Contact

Headquarters22 bd Benoni Goullin44200 NantesFRANCE+33 2 40 18 09 [email protected]

Europe Sales OfficeLizzie LEVENEZFrankfurt am MainGERMANY+49 151 23 54 41 [email protected]

www.systemplus.fr

NANTESHeadquarter

FRANKFURT/MAINEurope Sales Office

LYONYOLE HQ

TOKYOYOLE KK

GREATER CHINAYOLE

CHARLOTTEYOLE Inc.

KOREAYOLE

Asia Sales OfficeTakashi ONOZAWATokyoJAPANT : +81 804 371 [email protected]

Mavis WANGTAIWANT :+886 979 336 809CN: [email protected]

America Sales OfficeSteve LAFERRIEREWESTERN UST : +1 310 600 [email protected]

Chris YOUMANEASTERN US & CANADAT : +1 919 607 9839 [email protected]

mailto:[email protected]





Consumer MEMS Microphones Comparison2020 · 2020. 2. 12. · The consumer MEMS microphone market is expected toreach $ 1.5 B in2024 from 2019, according the “Microphones, Microspeakers

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