“MEMS (MicroelectronMechanicalSystems) system is a microelectromechanical system, which refers to a micrometer or Nanoscale devices or systems.
MEMS (MicroelectronMechanicalSystems) system is a microelectromechanical system, which refers to a micrometer or Nanoscale devices or systems.
MEMS sensor is a multidisciplinary frontier research field developed on the basis of microelectronics technology. It is a new type of sensor manufactured by microelectronics and micromachining technology.
Compared with traditional sensors, it has the characteristics of small size, light weight, low cost, low power consumption, high reliability, suitable for mass production, easy integration and realization of intelligence.
At the same time, the feature size on the micrometer scale makes it possible to perform some functions that traditional mechanical sensors cannot.
MEMS technology is one of the revolutionary high-techs in the 21st century.
In 1947, the invention of the transistor in Bell Labs in the United States was the origin of the development of the entire industry; in 1987, the University of California, Berkeley, invented the micromotor, which is considered to be the beginning of MEMS technology; in 1993, ADI’s micro-accelerometer products were used in large quantities in automotive defense. Hit the airbag, MEMS officially entered the stage of industrialization.
Since 2016, the domestic sensor technology and industry have developed rapidly. At the same time, driven by the domestic Internet of Things, 5G, artificial intelligence and other technologies, sensors have continued to develop in the direction of MEMS, intelligence, networking, and systematization.
MEMS industry chain: involving four major links
The MEMS industry chain mainly involves four major links: design and development, manufacturing, packaging and testing, and system application.
The upstream of the MEMS industry chain includes the development and supply of MEMS device design, materials and production equipment, and the midstream includes the manufacturing, processing, packaging and testing of MEMS devices, and the downstream use of MEMS products to integrate terminal Electronic products.
According to statistics, the MEMS & sensor foundry capacity will increase from 3.9 million pieces/month in 2019 to 4.7 million pieces/month in 2023.
Competitive landscape of MEMS sensor industry
The two major players in the global MEMS sensor market are Bosch and Broadcom, both of which account for about 12% of the market.
However, the domestic market is still dominated by foreign manufacturers, and only 6% of the top 10 manufacturers in the domestic market belong to domestic manufacturers. Among them, Broadcom, Bosch and STMicroelectronics ranked the top three with 11%, 8% and 4% market share respectively.
MEMS sensor industry structure proportion
From the perspective of the global MEMS industry structure in 2019, consumer electronics is the main application area, accounting for nearly 60%, and automotive electronics is the second largest application area, accounting for about 19%.
From the perspective of China’s MEMS market structure in 2019, network and communications, computers, and consumer electronics accounted for 50%, and the automotive field accounted for 29%.
Benefiting from the steady growth in the output of consumer electronics products such as smartphones and tablet PCs in China, the demand for MEMS products such as accelerometers, gyroscopes and miniature microphones is also growing, making China the fastest growing region in the global MEMS market.
At present, consumer electronics is the largest application market in the global MEMS industry, and its market share in the entire MEMS industry is getting higher and higher, including RF MEMS, micro microphones, pressure sensors, accelerometers, gyroscopes and other MEMS products are widely used in In consumer electronics products represented by smartphones and tablet computers.
On smartphones, MEMS sensors provide a wide range of applications in sound performance, scene switching, gesture recognition, orientation positioning, and temperature/pressure/humidity sensors.
In 2019, the global MEMS market size in the consumer electronics field was approximately US$7.163 billion, with a compound annual growth rate of 8.4% from 2019 to 2024.
The automotive electronics industry is considered to be the driver of the first wave of adoption of MEMS sensors, which enhance vehicle performance with airbag crash sensors, tire pressure monitoring systems, and vehicle stability control.
The perception of environmental information is the basis for the realization of the driver assistance system. The L1/2 level of autonomous driving only requires 1 camera module, 1-3 ultrasonic radars and lidars, and 0-1 fusion sensors, while to L4/5 The level of self-driving vehicles will introduce 7-13 ultrasonic radars and lidars, 6-8 camera modules, and will introduce V2X modules and multi-sensor fusion solutions. The value of new semiconductors is more than 1,000 US dollars.
MEMS sensors are widely used in biological and medical electronic products, such as pacemakers, precision surgical instruments, medical machines, smart prosthetics, blood glucose meters, digital blood pressure monitors, blood gas analyzers, digital pulse, heart rate monitors, digital thermometers, Pregnancy testers, transdermal drug delivery systems, dialysis systems and oxygen concentrators, etc.
Pressure sensors, microfluidics, flow meters, and accelerometers hold major shares in the medical MEMS market. In 2019, the global MEMS market size in the medical field was US$844 million, with a compound annual growth rate of 7.5% from 2019 to 2024.
Internet of Things
The popularity of the Internet of Things has greatly expanded the application scenarios of MEMS. The Internet of Things has brought a lot of incremental markets, such as smart speakers, smart TVs, wearable devices, etc. At the same time, the degree of intelligence is also constantly improving, which promotes the increase in the consumption of single-machine MEMS.
The proportion of device types in the MEMS sensor industry
In the global MEMS product structure, the share of radio frequency MEMS ranks first with 19.2%, and the share of pressure sensors, microphones and accelerometers in other products exceeds 10%.
The Chinese market structure is similar to the global market. Data shows that in 2019, domestic RF MEMS products accounted for 25.9% of revenue; pressure sensors ranked second with 19.2%, and microphones, inertial combinations, and accelerometers accounted for 7.1%, 8.9%, and 6.5%, respectively. .
MEMS microphones are one of the fastest growing segments of the MEMS market. The prosperity of the MEMS microphone market is mainly benefited from the development of smartphones, smart speakers and TWS earphones.
MEMS microphones are the standard configuration of smartphones. Some high-end smartphones even use 3 to 4 MEMS microphones, while a smart speaker can have 2 to 8 MEMS microphones, and a pair of TWS headphones can have 4 MEMS microphones. ~6 pieces, bringing strong growth momentum to the MEMS microphone market.
Development Trend of China’s MEMS Sensor Industry
In the future of equipment miniaturization and low energy consumption, the continuous reduction of product size and product cost is one of the important development trends of the MEMS sensor industry.
The downstream application of MEMS sensor products has high requirements for the thinning of products. On the one hand, MEMS manufacturers improve the package structure and reduce the size of the device on the basis of ensuring product performance; The output also effectively reduces the average cost. In the future, as the size of MEMS shrinks, MEMS (Micro-Electro-Mechanical Systems) will gradually transform to NEMS (Nano-Electro-Mechanical Systems) and achieve continuous reductions in size and cost.
Multi-sensor fusion and collaboration The number of sensors mounted in a single device is gradually increasing. At the same time, in order to improve the effect of signal recognition and collection and the degree of integration of devices, fusion and collaboration between sensors (such as accelerometers, gyroscopes, and magnetometers) have begun to be realized. , IMU combination to form an inertial sensor group).
The advantages of flexible pressure-sensitive MEMS are obvious
Compared with traditional capacitive solutions, flexible MEMS have lower requirements on the structure and internal space of end products, which can effectively reduce assembly costs and have great application potential in the fields of smartphone pressure-sensitive touch, wearable products, and industrial/medical measurement. .
Diversified application scenarios
With the development of artificial intelligence and Internet of Things technology, the application scenarios of MEMS sensors will become more diverse. MEMS sensor is one of the important underlying hardware of artificial intelligence. The richer and more accurate the data collected by the sensor, the more perfect the function of artificial intelligence will be.
In the future, new industrial fields such as smart home, industrial Internet, Internet of Vehicles, and smart cities will bring a broad market space to the MEMS sensor industry.