The CIS and camera module value chain in 2012 was ~$6.6 billion industry, of which ~$2 billion were from design overhead, selling, general and administrative, ~$3 billion from front-end, ~$0.4 billion from optical layers, ~$1.2 billion from BE/packaging, etc., according to Paul Danini, technology and market analyst, Yole Developpment, France.
There is also the camera module assembly and test segment. This segment has the integrated camera module suppliers, and the module assembly and test houses. The CMOS image sensor (CIS) shipments by market is set for a 11 percent CAGR growth from 2012-2017.
There was a $5.8 billion market in 2011 based on an estimated value of the first level packaged device. Samsung with 19 percent was the leader in 2011 revenue share, followed by Omnivision and Sony at 17 percent each, respectively, and Canon and Aptina Imaging at 10 percent each, respectively.
Samsung saw a 200 percent growth in smartphones. Omnivision had 50 percent growth from Apple iPad and iPhone4. Sony has grown with BSI CMOS in mobile phones. Canon pioneered CMOS in DSLR. Aptina Imaging is in high-performance specialty markets, and SETi and Galaxycore are gaining significant market share in Chinese mobile phone market.
There is a two-pronged approach to revenue growth and business strategy — race to volume and market share with CAGR >15 percent, and profit enhancement strategy with single-digit growth. Low price sensors are being offered by Galaxycore, Omnivision, SETi, and so on, while the likes of Sony, Samsung, etc. are plying innovative high-end sensors (>5MP).
A look at the manufacturing environment in 2012 shows 25 different CIS players and 40 separate CMOS image sensor lines globally. The 2011 CIS wafer production by region for 2.5M 8″ eq. wspy was led by Japan at 31 percent, followed by Korea at 27 percent, Taiwan at 24 percent and Europe at 15 percent. From 2013 onward, Japan will maintain its lead while Taïwan and China will increase their share.
What’s going to happen?
So, what’s happening in the final markets? The keys to success are either Chinese and Taïwanese foundries, and simple designs or leading edge R&D such as 3D stacking, BSI, 3D imaging and high dynamic range. And, what’s the minimum requirement? It is 12-inch wafer production and backside illumination. These could be a necessity in the near future in the consumer market.
In the high-end applications, while emerging applications are boosting growth, the competition keeps getting stronger. So, what happens in the high-end market segments? There is an opportunity for CIS players that struggle in the mass consumer market, as the CCD to CMOS shift is accelerating at -16 percent CAGR of CCD sales.
The global market of medical image sensors will grow from $68 million in 2011 to $112 million in 2017, a growth of 64.7 percent. Whereas the contribution in value of the global endoscopy market represents only a few 10 percent of the medical image sensors market in 2011, 90 percent is related to x-ray applications.
These are among some of the conclusions drawn by Benjamin Roussel, technology and market analyst – MedTech, Yole Développement, France, in a seminar on how CCD, CMOS and a-Si are reshaping the global medical imaging market.
He added that image sensor innovations are reshaping the medical imaging industry as it permit the entry of news market players, the development of news products in line with both patient and physicians requirements. The medical image sensors market is currently evolving. Emerging technologies are expected to go mainstream in the future, fueled by new applications with high growth rates.
X-ray and endoscopy apps
Medical applications are vast and numerous, such as microscopy, endoscopy, x-ray based methods, MRI, ultrasound imaging and nuclear medicine. Medical image sensors are integrated into larger products — medical devices. Depending on the market the medical device aims for, the image sensors functions change. For example, while power consumption is critical for camera pill devices, for reusable endoscopes it’s temperature and humidity resistance.
The objective of the segmentation is to organize the medical image sensors market into well defined segments. Each one of those have their own drivers and set of requirements, and identify which applications present a real opportunity for micro-system technologies. X-ray image sensors price are, on average, 1,000 times larger than endoscopic image sensors.
Dynamics of image sensors
The global medical image sensor market will grow from $68 million in 2011 to $112 million in 2017. The global medical image sensors market in volume will grow from 1.4 Munits in 2011 to 4.6 Munits in 2017, fueled by emerging endoscopy products: camera pills and disposable endoscopes.
The CCD medical image sensors market dedicated to endoscopy will grow from $4 million in 2011 to $5 million in 2017. In parallel, the total CMOS medical image sensors market will continue to grow sharply from $1 million in 2011 to $3.5 million in 2017. The medical IS market for x-ray application will grow from $63 million to $103 million in 2017. The CMOS x-ray image sensors revenue will continue to grow at a 12 percent CAGR 2012-2017 and reach $44 million in 2017.
Medical image sensors technology is the gateway for new entrants in endoscopy market. CMOS camera, 3D imaging and multispectral are the three different trends that will shape the future of endoscopes. Likewise, the current move to CMOS, the move from indirect to direct conversion of x-ray (no scintillator, no fiber optic plate), and the move toward single photon detectors are the trends likely to shape the future of x-ray systems.
Yole Developpement of France recently organized a seminar on next generation MEMS. The speakers were Dr. Eric Mounier, project manager, Yole Développement, and Dr. Adrian Devasahayam, senior director, Technology, Veeco Instruments.
As performance requirements for MEMS and other devices become more stringent, the industry is encountering etch challenges that cannot be overcome with existing toolsets. The use of materials that are not readily etched reactively, combined with higher sensitivities to post etch corrosion in smaller devices, is driving a search for a more suitable etch solution for certain applications.
According to Dr. Mounier, Yole, it is estimated that until 2015, the ferroelectric thin film business will grow at rate of +7.5 percent per year with many current or new applications. In the MEMS field, these applications could be wafer level autofocus, IR sensors, RF switches, medical ultrasonic transducers. In other markets, applications would include IPD tunable capacitor, IPD hearing aids, FeRAM, optical switches, etc.
Dr. Mounier added that the ferroelectric thin films global market growth is mainly driven by two high growth rate MEMS applications until 2015, namely, IR sensors and wafer level optic autofocus. He added that many other applications are expected to emerge in 2014-2015. These would include RFMEMS and ultrasonic thin film technologies that are under development by large groups, such as IBM, Philips, Toshiba, etc. IPD high density planar capacitors with thin films are being evaluated all over the world by key companies, such as STMicroelectronics, Ipdia, On Semi, Maxim, etc.
Magnetometers using MEMS technologies are currently under development, such as at Bosch, VTT, etc.. They are likely to be integrated with accelerometers to create inertial sensing modules (combo sensors) for consumer/auto applications. Read more…
In a recent report, iSuppli predicted that driven by new demand from consumer electronics (CE) and wireless applications, the global market for microelectromechanical systems (MEMS) will expand to $8.8 billion in 2012, up from $6.1 billion in 2006.
I caught up with Jérémie Bouchaud, Director and Principal Analyst, MEMS, iSuppli Corp., to find out more about the dip in the fortunes of the mainstay products and the latest trends in the MEMS market, especially, the significance of consumer electronics applications such as motion sensors for gaming, laptops and DSCs, and mobile handsets.
Will the mainstay products for MEMS actuators, inkjet heads and DLP chips, will lose market share? Or, is it a slight dip?
Jérémie Bouchaud says that MEMS actuators, include inkjet and DLP, and also RF MEMS switches. While selling prices stay constant, MEMS inkjet heads are losing shipments at a rate of 6 percent per year over the forecast period, so the market grows only slightly at 0.4 percent CAGR from 2006-2012.
DLP shipments continue to grow, but price erosion is running at 10 percent CAGR, which means that the market is shrinking at close to 5 percent per year to 2012. RF MEMS switches are the one bright spot that helps the market for this type of MEMS device to recover slightly in 2012. RF MEMS switches will grow at 100 percent CAGR over this time to top $260 million in 2012.
The new wave is partly founded in the rapid rise of consumer electronics applications such as motion sensors for gaming, laptops and DSCs, and mobile handsets. How much share are these segments likely to garner?
According to the analyst, all types of sensors in wireless communications and consumer electronics (inertial, pressure, microphones, filters, oscillators etc) exceed $1,5 billion: or 17 percent of the total MEMS market.
“Specifically, the motion sensing opportunity, including accelerometers and gyroscopes, for consumer applications like MEMS accelerometers for mobile phones (e.g., image rotation such as in iPhone and Nokia phones), gaming (Nintendo Wii, Playstation 3), etc., and gyros (mostly digital still cameras and camcorders, gaming like Playstation 3) will grow at over 20 percent CAGR from 2006 to 2012 to exceed $680 million, about 8 percent of the total market,” he said.
iSuppli has also mentioned automotive as a key area for MEMS. What kind of growth does it see for automotive?
Bouchaud adds that automotive will grow at 8 percent CAGR to reach $2.1 billion in 2012, up from 1,3 billion in 2006. The market is largely driven by mandates for tire pressure monitoring, electronic stability control systems and reduced emissions, accelerating growth for pressure and inertial sensors.
So, will “new players have a chance to address a relatively open market”, and if yes, what would those markets be?
Bouchaud indicates that the consumer electronics market is more open than the automotive sector, which features established, long-term supply arrangements, and production cycles lasting five or more years.
CE applications are characterized by fast time-to-market and short product lifetimes. For example, mobile phones that change yearly or even more frequently, and supply agreements satisfied by fast manufacturing ramp-up and ability to meet seasonal demand spikes, and often several suppliers in the same product, (e.g. ST and ADI in Wii). As sensor specifications are more relaxed than automotive, price and footprint are most decisive.
Will there be a growth in dedicated mass production facilities then?
According to him, several large MEMS players, e.g., STMicroelectronics, Freescale and Bosch Sensortec, have or are now invested in upgrading to 8″ production facilities to meet the higher demand from the consumer sector. By 2011, at least 12 companies will operate at this larger wafer size.
“Some companies like Analog Devices are at the limit of their current capacity, due to its strong automotive sensor offering, and has recently decided to work with non-MEMS CMOS foundries like TSMC, a first in the industry. UMC will also join the MEMS community, partnering with Asian Pacific Microsystems,” he says.
And, how would the new entrants be investing in R&D? Will they be doing enough?
The analyst says that R&D rates run high in automotive (12-15 percent of MEMS revenues) and even higher in consumer (can be 15-20 percent). The high R&D rate is needed to sustain leading edge products in fast moving markets. Deep R&D pockets are needed, a luxury that is not available to all.
Elaborating a bit more on the market consolidation, he says: ” Today, the share of the MEM revenues in the hands of the top 30 MEMS companies grew at about the same rate as the market. The markets that drive growth in MEMS are consumer electronics and automotive sensors.
“The sensors will be increasingly commoditized due to extreme price pressure in both sectors, and iSuppli expects the production of MEMS devices for these two markets to be concentrated among fewer companies in the future. One facet is manufacturers attempting economies of scale by combining sales in automotive and consumer areas, e.g. at Bosch, and in future with Freescale and ST.
“Other companies are pioneers and hold a strong market position for a relatively long time. Examples are TI with DLP chips and Knowles with MEMS microphones. We also expect more M&As in the near future to exacerbate the consolidation.”
ARM calls the spirit of innovation as collective intelligence at every level. It is within devices, between people, through tech and across the world. We are still pushing boundaries of mobile devices.
Speaking at the ARM Summit in Bangalore, Dr Mark Brass, corporate VP, Operations, ARM, said that the first challenge was the number of people on the planet. Technology development and innovation also pose challenges.
According to him, mobile phones are forecast to grow 7.3 percent in 2013 driven by 1 billion smartphones. Mobile data will ramp up 12 times between now and 2018. Mobile and connectivity are creating further innovation.
August, a compamy, has introduced an electronic lock for doors, controlled by the smartphone. Another one is Proteus, which looks at healthcare. The smartphone is becoming the center of our world. All sorts of sensors are also getting into smartphones. Next, mobile and connectivity are growing in automobiles. Companies like TomTom are competing with automobile companies. Connectivity is also transforming infrastructure and data centers. They are now building off the mobile experience.
As per ARM, an IoT survey done has revealed that 76 percent of companies are dealing with IoT. As more things own information, there will be much more data. The IoT runs on ARM.
“There’s more going on than just what you think. IoT is not just about things. Skills development should not be an afterthought. Co-operation is critical. Solutions will emerge. All sorts of things are going to happen. Three years from now, only 4 percent of companies won’t have IoT in the business at all,” Dr. Brass added.
IoT will be present in industrial, especially motors, transportation, energy, and healthcare. Smart meters are coming in to help with energy management. There is a move to Big Data from Little Data.
Challenges in 2020 would be in transportation, energy, healthcare and education. ARM and the ARM partnership is addressing those. “We are delivering an unmatched diversity of solutions. We are scaling from sensors to servers, connecting our world,” Dr. Brass concluded.
Its a pleasure to talk to Dr. Walden (Wally) C. Rhines, chairman and CEO, Mentor Graphics Corp. On his way to DAC 2013, where he will be giving a ten-minute “Visionary Talk”, he found time to speak with me. First, I asked him given that the global semiconductor industry is entering the sub-20nm era, will it continue to be ‘business as usual’ or ‘it’s going to be different this time’?
Dr. Rhines said: “Every generation has some differences, even though it usually seems like we’ve seen all this before. The primary change that comes with “sub-20nm” is the change in transistor structure to FinFET. This will give designers a boost toward achieving lower power. However, compared to 28nm, there will be a wafer cost penalty to pay for the additional process complexity that also includes two additional levels of resolution enhancement.”
Impact of new transistor structures
How will the new transistor structures impact on design and manufacturing?
According to him, the relatively easy impact on design is related to the simulation of a new device structure; models have already been developed and characterized but will be continuously updated until the processes are stable. More complex are the requirements for place and route and verification; support for “fin grids” and new routing and placement rules has already been implemented by the leading place and route suppliers.
He added: “Most complex is test; FinFET will require transistor-level (or “cell-aware”) design for test to detect failures, rather than just the traditional gate-level stuck-at fault models. Initial results suggest that failure to move to cell-aware ATPG will result in 500 to 1000 DPM parts being shipped to customers.
“Fortunately, “cell-aware” ATPG design tools have been available for about a year and are easily implemented with no additional EDA cost. Finally, there will be manufacturing challenges but, like all manufacturing challenges, they will be attacked, analyzed and resolved as we ramp up more volume.”
Introducing 450mm wafer handling and new lithography
Is it possible to introduce 450mm wafer handling and new lithography successfully at this point in time?
“Yes, of course,” Dr. Rhines said. “However, there are a limited number of companies that have the volume of demand to justify the investment. The wafer diameter transition decision is always a difficult one for the semiconductor manufacturing equipment companies because it is so costly and it requires a minimum volume of machines for a payback. In this case, it will happen. The base of semiconductor manufacturing equipment companies is becoming very concentrated and most of the large ones need the 450mm capability.”
What will be the impact of transistor variability and other physics issues?
As per Dr. Rhines, the impact should be significant. FinFET, for example requires controlling physical characteristics of multiple fins within a narrow range of variability. As geometries shrink, small variations become big percentages. New design challenges are always interesting for engineers but the problems will be overcome relatively quickly.
The number of MEMS and sensors going into mobile, consumer and gaming applications is expected to continue to skyrocket. As a result, OSAT and Wafer foundry players are getting more and more interest in MEMS module packaging, as volume and complexity of MEMS SiP modules is increasing dramatically, said Dr. Eric Mourier, Yole Developpement.
It implies that IDMs needs to find second source partnersand qualify some OSATs in order to secure their supply chain. Also, standardization(coming from both foundries, OSAT, WLP houses or substrate suppliers) is critical and necessary to implement in order to keep the packaging, assembly, and test cost of MEMS modules under control. There are many different players with different designs, and it’s not likely we’ll see one solution adopted by all the players.
As for wafer-level packaging (WLP) for LEDs, WLP has not been strongly deployed in the LED industry due to associated technical challenges. In the short-term, there is ESD integration in Si substrate. In the long-term, LED drivers could be integrated at the package level for Intelligent lighting. Ultimately, there are wafer-to-wafer manufacturing schemes for certain packaget types.
Real production of HB-LEDs with a mixed approach of WLP+through silicon vias (TSV) is just starting. There are some Taiwanese players such as TSMC, Xintec, Visera, Touch MicroTech and Sibdi, and South Korea-based LG Innotek. Additional players in the semiconductor and MEMS industry are seeking to enter the field.
It is always a pleasure speaking with Dr. Walden (Wally) C. Rhines, chairman and CEO, Mentor Graphics Corp. I met him on the sidelines of the 13th Global Electronics Summit, held at the Chaminade Resort & Spa, Santa Cruz, USA.
Status of global EDA industry
First, I asked Dr. Rhines how the EDA industry was doing. Dr. Rhines said: “The global EDA industry has been doing pretty well. The results have been pretty good for 2012. In general, the EDA industry tends to follow the semiconductor R&D by at least 18 months.”
For the record, the electronic design automation (EDA) industry revenue increased 4.6 percent for Q4 2012 to $1,779.1 million, compared to $1,700.1 million in Q4 2011.
Every region, barring Japan, grew in 2012. The Asia Pacific rim grew the fastest – about 12.5 percent. The Americas was the second fastest region in terms of growth at 7.4 percent, and Europe grew at 6.8 percent. However, Japan decreased by 3 percent in 2012.
In 2012, the segments that have grown the fastest within the EDA industry include PCB design and IP, respectively. The front-end CAE (computer aided engineering) group grew faster than the backend CAE. By product category, CAE grew 9.8 percent. The overall growth for license and maintenance was 7 percent. Among the CAE areas, design entry grew 36 percent and emulation 24 percent, respectively.
DFM also grew 28 percent last year. Overall, PCB grew 7.6 percent, while PCB analysis was 25 percent. IP grew 12.6 percent, while the verification IP grew 60 percent. Formal verification and power analysis grew 16 percent each, respectively. “That’s actually a little faster than how semiconductor R&D is growing,” added Dr. Rhines.
Status of global semicon industry
On the fortunes of the global semiconductor industry. Dr. Rhines said: “The global semiconductor industry grew very slowly in 2012. Year 2013 should be better. Revenue was actually consolidated by a lot of consolidations in the wireless industry.”
According to him, smartphones should see further growth. “There are big investments in capacities in the 28nm segment. Folks will likely redesign their products over the next few years,” he said. “A lot of firms are waiting for FinFET to go to 20nm. People who need it for power reduction should benefit.”
“A lot of people are concerned about Japan. We believe that Japan can recover due to the Yen,” he added.
Skin inspired electronics can be used for mobile health such as wireless sensor bands, cell phone and computer at doctor’s office, according to Prof. Zhenan Bao, Stanford University. She was delivering the inaugural lecture on day two of the ongoing 13th Global Electronics Summit in Santa Cruz, USA.
There are organic field-effect transistors (OTFTs). The current flow is moderated by binding of molecules and pressure. E-skin sensor functions have touch (pressure) sensors, chemical sensors and biological sensors. There are other flexible pressure sensors such as conductive rubber, which is thick and has hysteresis. Another type is poly-vinylidene fluoride (PVDF) thin film. Yet another type is the OTFT touch (pressure) sensor.
There is an example of the heart pulse measurement. Another related device is the full pulse wave for medical diagnostics such as blood pressure monitoring, detecting arrhythmia, heart defects and vascular diseases. In terms of temperature sensing, Stanford has developed a flexible body temperature sensor made of plastic.
There is chemical sensing as well. These are very stable and can be put in sea water. There are also electronics to mimic the body, such as the biodegradable OTFT. Another example is the transparent, stretchable pressure sensor. Finally, the other attribute of the human skin is self healing. Stanford University also developed the all-self-healing e-skin.
The e-skin concept ‘Super Skin’ has touch pressure sensors, chemical or biological sensors in air – electronic nose and liquid environments – electronic tongue, flexible strechable materials, biocompatible or biodegradable, self-powered — strechable solar cells and self healing.
Sensor fusion encompasses hardware and software elements. There can be many data sources, such as MEMS. non-MEMS, etc.
The obvious question: why sensor fusion? Tony Massimini, chief of technology, Semico Research Corp., USA, said that it is useful for power savings, and the initial reason was to improve accuracy and reliability of inertial measurement units (IMUs, etc. If we look at the progression of sensors to sensor fusion, there have been simple interrupts such as screen orientation, tap detection, fall detection, and so on. IMUs are available for location-based services (LBS) and navigation, and IMUs are available and other data sources, etc.
Senosr fusion enhances user experience with portable devices. The growth is driven by smartphones. Competing devices will add more features to keep up with smartphones such as tablets, notebooks (ultraportables). Key growth markets today will provide basis for future end use markets (see graph: systems with sensor fusion). The market will likely grow at CAGR of 58.8 percent till 2016.
New end use markets and applications include areas such as gaming, HUD (heads-up display), sports, health and fitness, personal navigation, personal medical, context awareness, voice recognition, visual recognition, augmented reality and automation.
Sensor fusion is used for enhancing the user experience. For instance, add data to 3D axes frame of reference. Sensor fusion offers always ON and low latency. You can also connect to external sensors — wearable for health and fitness. Life tagging is possible too, e.g. photo and video library for context aware services. Next, there is improved security with biometrics.
Summarizing the sensor fusion market, the MEMS sensor ASPs continue to erode. There are an increasing number of sensors. There are improved MEMS sensors, including hardware accelerators. There is interaction with cloud for data. It also enables application innovations. Finally, there are new end use markets.