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FORWARD CONCEPTS® Electronics Market Research
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www.fwdconcepts.com
Table of Contents
CELLULAR MEMS & SENSOR
CHIP MARKETS '14
Market Analysis of Sensors in Cellphones & Tablets
FORWARD CONCEPTS and the stylized FC Logo are registered trademarks of
Forward Concepts Co. ® Reg. U.S. Patent & Trademark Office.
EXECUTIVE SUMMARY
Forward Concepts Page i
I. EXECUTIVE SUMMARY .............................................................................................................................. 1
II. MOBILE MARKET ........................................................................................................................................ 5
A. 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
III. MEMS and SENSORS ............................................................................................................................ 24
A. MEMS Market Leaders ........................................................................................................................................ 25
B. MEMS Microphone and Sensor Forecasts .................................................................................................... 26
C. MEMS Gyroscopes ................................................................................................................................................. 30
1. Gyro Consumption by OEMs .......................................................................................................................................... 31
2. Gyro Market Share by Supplier .................................................................................................................................... 31
3. Gyro Supplier Profiles ...................................................................................................................................................... 32 a) Bosch (30.4mm3, 3-axis Gyro+3-axis Accelerometer) ........................................................................................................ 32 b) Epson Toyocom (30.4mm3, 3-axis Gyro+3-axis Accelerometer) ................................................................................... 32 c) InvenSense (16mm3 3- axis yaw and pitch Gyros) ............................................................................................................... 33 d) InvenSense (9-Axis Gyro, Acc and Compass) .......................................................................................................................... 34 e) InvenSense (ICM0278 Gyro/Accelerometer/Proximity Sensor) .................................................................................. 35 f) Kionix-ROHM (14.4mm3 3- Axis Gyro) ...................................................................................................................................... 35 g) Kionix-ROHM (9mm2, 9- Axis Gyro, Acc, and magnetometer) ....................................................................................... 36 h) Maxim- Sensor Dynamics AG (Combo Accelerometer and Gyro) .................................................................................. 36 i) Panasonic (single axis Yaw Vibration-based Gyros) ........................................................................................................... 37 j) Sony (2-Axis Gyros)............................................................................................................................................................................ 37 k) STMicroelectronics (16mm2 3-axis pitch, roll and yaw Gyro) ........................................................................................ 37 l) STMicroelectronics (9-axis Gyro, Accelerometer and Magnetometer) ....................................................................... 39 m) Virtus Advanced Sensors (22.4mm3 SOI 3-Axis Accelerometer) ............................................................................. 39 n) Murata-VTI (12.7mm2 3-axis Gyro, 4 mm2 3-axis ACC) ..................................................................................................... 40
D. Accelerometers ..................................................................................................................................................... 41
1. MEMS Accelerometer Consumption by OEMs ....................................................................................................... 42
E. Magnetometers (eCompass) ............................................................................................................................. 52
F. Light and Proximity Sensors ............................................................................................................................. 60
1. Consumption by Tablet and Smartphone OEMs ................................................................................................... 61
2. Consumption of Pressure Sensors by OEMS ........................................................................................................... 70
H. Humidity-Temperature Sensor ....................................................................................................................... 74
IV. CAMERAS & IMAGE PROCESSORS ................................................................................................... 92
A. Overview .................................................................................................................................................................. 92
B. Image Sensor Consumption Smartphones and Tablets .......................................................................... 93
C. Image Sensor Distribution by Resolution .................................................................................................... 94
D. Image Sensor Market & Vendor Shares ........................................................................................................ 97
E. Camera Imaging Market Forecast ................................................................................................................... 98
F. Camera Image Sensor Supplier Profiles ....................................................................................................... 99
V. TOUCH CONTROLLERS ......................................................................................................................... 112
A. Overview ............................................................................................................................................................... 112
B. PCAP Full Touch Controller Trends ............................................................................................................ 113
C. Touch Screen Sensor Technology Overview ............................................................................................ 114
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
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 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 31 Seti Image Sensor Line Up ................................................................................................. 106 Table 32 Characteristics of Sony Stacked 8-Mp image sensor .......................................................... 108