high-end inertial sensors for defense, aerospace
TRANSCRIPT
From Technologies to Markets
© 2020
High-End Inertial Sensors for Defense, Aerospace
& Industrial Applications
Market and Technology
Report 2020
2High End Inertial Sensors for Defense, Aerospace & Industrial Applications 2020 | Sample | www.yole.fr | ©2020
GLOSSARY: ACRONYMS & DEFINITIONS
Acronym Definition
AHRS Attitude-Heading Reference System
ASP Average Selling Price
AUV Autonomous Underwater Vehicle
CAGR Compound Annual Growth Rate
DTG Dynamically Tuned Gyroscope
FOG Fiber Optical Gyroscope
HRG Hemispheric Resonator Gyroscope
IC Integrated Circuit
IMU Inertial Measurement Unit
INS Inertial Navigation System
IRU Inertial Reference Unit
Acronym Definition
LAV Light Armored Vehicle
M&A Merger & Acquisition
MAV Medium Armored Vehicle
MEMS Micro-Electro-Mechanical System
OEM Original Equipment Manufacturer
PCB Printed Circuit Board
RLG Ring Laser Gyroscope
ROV Remotely Operated Vehicle
UAV Unmanned Aerial Vehicle
UGV Unmanned GroundVehicle
UUV Unmanned Underwater Vehicle
3
➢ Glossary and definition 2
➢ Table of contents 3
➢ Scope of the report 9
➢ Methodologies & Definitions 12
➢ About the authors 13
➢ Companies cited in this report 14
➢ Why this report? 16
➢ What we got right, What we got wrong 17
➢ 3-page Summary 20
➢ Executive Summary 24
➢ Context 52
o Why inertial systems are needed
o Inertial technology
o GNSS satellite constellation
o Resilient PNT for an ever-increasing problem: GPS/GNSS jamming
o Gyroscope Performance by technology and application
o What does an IMU consist of?
o Inside an inertial system
o Gyroscope evolution
o Technology maturity takes time but could be quite regular…
o Geographic dominance & dependency
o Geopolitical risks can reshuffle the cards
o 2017 vs 2019, what has changed?
➢ Introduction 65
o Inertial systems in various applications
o High performance inertial systems applications
o Example of key applications by performance grade
o High performance MEMS accelerometer & gyroscope applications:
life-cycle stages
o Average key high-end gyroscope performance metrics
o Performance classes of various gyros
o MEMS IMU performances in time
➢ Market forecasts (value & units) 74
o Industrial 75
o Commercial Naval 85
o Commercial Aerospace 89
o Defense & Military 93
o Covid-19 impact 104
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➢ Market trends 107
o High-end inertial market 108
o Industrial & commercial naval 109
• Industrial robots
• Low-unit, high-potential markets for IMU
• Recent M&A activity in the AGV market
• Drone forecast by market
• Industrial robots
• Commercial drones
• Security drones
• Structural health monitoring & machine health monitoring
• Smart SHM
• Hyperloop-like transport
• Industrial & commercial naval applications inertial system
requirements
o Commercial Aerospace & Space 125
• Commercial aerospace & business jet industry
• Commercial aerospace application requirements
• Performance grade for commercial aerospace segments
• Microsatellites & commercial space flight
• Microsatellites
o Defense 132
• Main recent geopolitical risks - drivers for military spending
• Estimated military budget by country (top 15)
• 2000-2019 defense spending by country (top-10)
• Military robots (ground, marine)
• Diversification of the drone market leads to opportunities
• Military drones
• Example of a new weapon system
• Defense applications requirements
• Performance grade for defense segments
• JDAM / WCMD / JASSM
• Various missile project followed by the DOD
o Robotic applications & new mobility 146
• Convergences leading to the robotics revolution
• Autonomous vehicles: the disruption case
• Robotic transport scenario
• Robotic car market trend
• 2018-2019 noteworthy news – robotic car
• Robotic car/taxi players
• Robotic shuttle players
• Robotic vehicle sensors
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• Inertial navigation (and dead reckoning) for robotic car
• Robotic cars could drive volumes for SiMEMS, FOG and RLG
• Global Navigation Satellite System (GNSS)
• Other autonomous ground robots
• UGV in GPS-denied environments
• Urban air mobility
• Robotic air taxi players
• Summary
➢ Market shares and supply chain 154o Players’ overview 164
• Players’ mapping per technology
• Si-MEMS player overview
• KVH and VectorNav
• Recent M&A activity
o Player market shares & ranking by technology 172
• Players in the field and ranking (by value and volume)
• SiMEMS players ranking (by value and volume)
• QMEMS players ranking (by value and volume)
• FOG players ranking (by value and volume)
• RLG players ranking (by value and volume)
• HRG players ranking (by value and volume)
• Others (Mechanical, DTG, …) players ranking (by value and volume)
• Gyro technology breakdown (per bias stability categories)
• Gyro integration breakdown by technology
• Gyro technology breakdown evolution
• Multi-axis gyro/IMU/INS market share (by value and volume)
• Multi-axis gyro market share (by value and volume)
• IMU market share (by value and volume)
• INS market share (by value and volume)
• Accelerometer market share (by value and volume)
o Players & ranking by application grade 189
• Industrial grade gyroscope players and ranking
• Tactical grade gyroscope players and ranking
• Mid term navigation grade gyroscope players and ranking
• Strategic grade gyroscope players and ranking
• What does the future hold? Projection towards 2025
• Overview of the MEMS players in China
• Activities in China
• Conclusion
o Supply chain by application 201
• Other commercial applications
• Stabilization systems
• GPS aiding – mobile mapping
• Commercial ship navigation / gyrocompass
• ROV/AUV navigation
• First responder systems
• Drilling: oil, gas and mining survey
• Civil aircraft navigation
• AHRS for general aviation
• Flight control for civil helicopters and aircraft
• Flight control & navigation for civil & paramilitary UAVs
• Space satellites, spacecraft & skyrockets
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• Platform stabilization: turrets, guns, gimbals…
• Missile guidance
• Guided munitions/bombs
• Gyrocompass (ships, artillery, …)
• Military helicopter navigation/stabilization
• Military fighter navigation
• Military transport aircraft
• Defense UAV & UGV navigation/control
• Armored vehicle navigation
• Combatant ship navigation
• Strategic application (submarine, ballistic missiles, etc)
• Other defense applications
o Supply chain by technology 226
• MEMS industrial supply chain
• FOG industrial supply chain
• RLG industrial supply chain
• HRG industrial supply chain
• Other (mechanical, DTG,…) industrial supply chain
• Accelerometer industrial supply chain
• MEMS impact on inertial system value chain
• Conclusions
➢ Technology trends 235o Gyroscope technology 236
• Gyro technology overview
• 2019 gyro performance
• Comparison of key aspects of all gyro technologies
• Various key products by performance grade
• Current & future technologies and application areas for gyro tech
• Active & passive optical sensing
• Optical gyro comparison
• RLG & FOG characteristics comparison
o Fiber Optic Gyroscope (FOG) 246
• FOG principles
• FOG applications and challenges
• FOG technical trends
• Integrated RFOG from Honeywell
• Photonic FOG from KVH
o Ring Laser Gyroscope (RLG) 256
• RLG principles
• RLG trends
o Si-MEMS gyroscope
• MEMS gyro types
• Noise/error sources in MEMS gyros
• Si-MEMS technical trends
• The future for MEMS gyros
o Q-MEMS gyroscope
• Q-MEMS gyro principles
• Q-MEMS trends
o Hemispheric Resonator Gyroscope (HRG)
• HRG principles
• HRG trends
o Other technologies (DTG, SMG, ESG, etc)
• Mechanical gyros principles
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• Vibrating piezo gyroscopes
• Evolution of high-end gyros
• Future gyro performance trends
o Accelerometer technology 281
• Detection classification
• Future technologies and application areas for accelerometers
• Player mapping by technology
• 2019 accelerometer performance
• MEMS accelerometers
• Force rebalance accelerometer
• Resonant element accelerometer
• Pendulous rebalance accelerometer (PIGA)
• Technology review
o Inertial R&D concepts 293
• Magneto-hydrodynamic (MHD) technology
• Cold atom gyroscopes
• Cold atom quantum gravimeter
• Atomic gravimeter basic principle
• Gravimeter players & technologies
• Nuclear magnetic resonance (NMR) gyro
• Quantum research at Bosch: atomic NMR and diamond magnetometer
• Technology evolution summary
• What to watch out for in 2020/2021
➢ Cost & manufacturing 307
o Summary
o Estimation of cost structure & market price of Si-MEMS & Q-MEMS (peraxis and in IMU configuration)
o Estimation of cost structure & market price of RLG (per axis and in IMUconfiguration)
o Estimation of cost structure & market price of HRG (per axis and in IMUconfiguration)
o Estimation of cost structure & market price of DTG (per axis)
o Estimation of cost structure & market price of Accelerometers (per axis)
o Price evolution
• Price evolution per gyro axis
• Gyro pricing and cost evolution summary
➢ Conclusions 334
o Evolution of Si-MEMS technology compared to others
o Global market evolution
o Expected evolution by technology
o Expected evolution per grade
➢ Reverse costing 340
o Colibrys VS1000
o Sensonor STIM210
o Honeywell HG4930CA51
o Honeywell HG1120CA50
o Sensonor STIM 318
o Related reports
➢ Appendix 340
➢ How to use our data 375
➢ Yole Corporate presentation 376
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Dimitrios DAMIANOS, Market & Technology Analyst
Dimitrios Damianos, PhD, joined Yole Développement (Yole) as a Technology and Market Analyst in the Photonics & Sensing division. Dimitrios works
daily with his team to deliver valuable technology & market reports regarding the imaging and sensor industry, including photonics & MEMS. He holds
a BSc in Physics and an MSc in Photonics from the University of Patras (Greece). After his research on theoretical and experimental quantum optics
and laser light generation, Dimitrios pursued a Ph.D. at Grenoble University (France) in optics and microelectronics. He has authored and co-authored
several scientific papers in international peer-reviewed journals.
Contact: [email protected]
Guillaume GIRARDIN, Division Director
Guillaume Girardin, PhD, is Director of the Photonics, Sensing & Display Division at Yole Développement, member of Yole Group of Companies. As
director, he also performs several technical activities covering sensing technologies, including solid-state lighting & display, MEMS, sensors, actuators,
imaging, photonics and optoelectronics fields. Based on his valuable experience in the semiconductor industry, Guillaume manages the expansion of
the technical and market expertise of his team by increasing synergies around imaging, lighting and display, and enlarging the optoelectronics scope. The
team interacts daily with leading companies allowing the analysts to collect a large amount of data and to integrate their understanding of the
evolution of the market with technology breakthroughs. In parallel, Guillaume’s mission is focused on the management of business relationships with
leaders in the industry and the development of market research and strategy consulting activities within the Yole Group. Dr Girardin holds a Ph.D. in
Physics and Nanotechnology from the Claude Bernard University Lyon 1 (Lyon, France) and an M.Sc. in Technology and Innovation Management from
EM Lyon School of Business (Lyon, France).
Contact: [email protected]
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Biographies & contacts
ABOUT THE AUTHORS
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SCOPE OF THE REPORT
Yours needs are
out of the report’
scope?
Contact us for a custom:
Technology ApplicationsMarketsTrends
& playersForecasts
Units
$US Dollar
Military/Defense
Accelerometer
Gyroscope
IMU
Industrial
Commercial Aerospace
INS
Players and ranking
Trends
Forecasts
Agriculture
AUVs
Freight transport ship
High speed train
Inclinometers
Oil drilling heads
ROV
Satcom antenna stab
Platform stabilization
UGVs
Vibration monitoring
Structural health monitoring
Machine health monitoring
Business Jets
Civil aircraft
Civil helicopters
Civil and paramilitary UAVs
General aviation
Satellites
Space crafts & rockets
Defense ships
Defense transport aircraft
Defense UAVs
Guided munitions
Soldier navigation
LAV/Artillery Guns
MAV/Tanks
Military & special mission helicopters
Military fighters
Military submarines
Nuclear missiles
Short, medium and long range missiles
…
+
+ +GPS
Commercial Maritime
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METHODOLOGIES & DEFINITIONS
Market
Volume (in Munits)
ASP (in $)
Revenue (in $M)
Yole’s market forecast model is based on the matching of several sources:
Information
Aggregation
Preexisting
information
11
Gyroscope
In-Run bias stability (for industrial / tactical)
or day to day bias Stability (for navigation
/ strategic)
Corresponding Grade
100°/h
5°/h
1°/h
0.5°/h
0.1°/h
0.05°/h
0.01°/h
0.001°/h
High-end
navigation
& strategic
Definition of application grades
Tactical
Mid-term
Navigation
Industrial
« High-performance » inertial sensors
o → With regard to the applications: we consider all inertial sensors except for theconsumer / mobile and automotive applications.
o We take into account industrial, aerospace, defense applications (even industrialapplications are considered as “high-performance” applications, as opposed to consumerones).
o In some cases: « consumer-grade » MEMS gyroscopes (for instance few °/s bias stability)are used in industrial applications.
To simplify representation, performance has been divided into 4 segments:
o The only parameter which is considered is the bias stability:
• >5°/h range: « industrial » grade (but it doesn’t mean that this is an industrial application: for instance, often missile and bomb guidance require moderate bias stability and fall in this category) → ability to get data on angular rates / on motion.
• 0.1-5°/h range: « tactical» grade → possibility to get angles.
• 0.01-0.1°/h range: « mid-term navigation » grade → possibility for mid-term navigation (for GPS outage) and azimuth detection.
• <0.01°/h range: « high-end navigation & strategic » grade→ ability to navigate.
o Day to day bias stability is considered for navigation grade; this is the most significantparameter in characterizing a navigation system.
o In-run bias stability is used for industrial and tactical grade because:
• In the past 20 years, MEMS have appeared and delivered performance in terms of « in-run » parameters.
• Use of inertial sensors is now frequently used in conjunction with GPS, meaning that day-to-day bias repeatability is no longer significant (for tactical / industrial grade).
o Other parameters may need to be considered as well, depending on the application.Parameters such as angular random walk or scale factor may be more important thanjust bias stability.
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SCOPE OF THE REPORT
12
Airbus, Al Cielo, Analog Devices, AOSense, Astrium, Autoflug, Boeing, CASC China
Aerospace, Civitanavi, Colibrys, ColdQuanta, Doosan, ElbitSystems(Elop),
Elektropribor, Emcore, Endevco, Epson Toyocom, FiberPro, Fizoptika, Freescale, GEM
Elettronica, Gladiator Technologies, Hitachi, Honeywell, IAI, iMAR, Innalabs, iXBlue,
JAE, Kearfott, Kongsberg, KVH, L3 Harris, LordMicrostrain, Lumedyne Technologies,
MEMSense, Moog/Crossbow, MTMicrosystems, Murata, Navtech, Northrop
Grumman, Litef, Optolink, Oshkosh, PCB Piezo, Perm, Physical Logic, Raytheon, Saab,
Safran, Si-Ware, SBG Systems, Schlumberger, Sensonor, Sensorex/Meggitt, Silicon
Design, Silicon Sensing System, Sensors in Motion, StarNeto, Systron Donner
Inertial, Tamagawa, TDK/Tronics, Teledyne TSS, Teknol, Thales, Tokyo Keiki, UTC
Aerospace/AIS Goodrich, VectorNav, Watson Instruments, XSens…
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COMPANIES CITED IN THIS REPORT
Non-exhaustive list
13
This report is an update of Yole’s best-selling “IMU Markets” report, which was first released in 2008. This latest edition
is an updated version with some major changes since the last edition:
• The market is quantified for each gyroscope technology, and each company’s yearly shipments are estimated.
• Market metrics are provided for each grade of gyroscopes: each application is positioned according to performance level and
corresponding market size.
• Applications are described in a synthetic way in order to provide rapid access to key information (functions, specification,
technical solution, geography, trends, and market evolution) and graphical representation of the industrial chain.
The high-end inertial business is a tough market, between the different technologies, the different level of integration, at
different performances and the numerous applications of major markets which lead to a complex description of this
broad market. Added to that, as we deal with critical applications (defense & aerospace), the availability of various data is
limited since many players are reluctant to discuss and disclose information about these sensitive markets.
Therefore, the data that you will find in this report is the best available data according to our hypotheses. If you have
other arguments and want to react to something, or have an open discussion, please feel free to contact us.
This report combines the best of Yole’s knowledge in the high-performance inertial sensor industry.
Yole regularly participates in industry conferences and tradeshows worldwide and has close relations with most market
leaders.This report synthetizes the status of the 2019 inertial sensor industry in a thorough manner.
High End Inertial Sensors for Defense, Aerospace & Industrial Applications 2020 | Sample | www.yole.fr | ©2020
DISCLAIMER
2020 High End Inertial Sensors Industry
14
We have updated this report, which was released in February2020, taking into account the effect of Covid-19 (Yoledatabase version: July 2020)
Included in our forecasts are the effects (positive or negative)associated with the different markets & applicationsmonitored in this report, as well as potential supply chaindisruptions and logistics problems.
We have not changed the ASPs and the corresponding priceerosion of inertial systems. We have kept the same with pre-covid levels. There is a possibility that there will be aninflation, therefore end-systems prices will rise, raising as wellthe individual sensors/components in them. Nevertheless,governments and central banks seem willing to limit thisinflation with the different measures under-way. But we havenot speculated and have not accounted for that.
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DISCLAIMER
Covid-19 update (version as of July 2020)
15
GYRO TECHNOLOGY OVERVIEW
3 main sensing technologies and 7 types of gyros…
Gyroscopes are based on 3 sensing technologies:
o Mechanical/Vibration based gyroscopes (Coriolisforce)
o Optical gyroscopes (Sagnac effect)
o Resonating gyroscopes (Resonating mass)
7 types of gyros have been identified:
o Mechanical/ Spinning Mass gyroscopes
o Electric Suspension (electrostatic) Gyroscopes (ESG)
o Ring Laser Gyros (RLG)
o Fiber Optical Gyroscopes (FOG)
o Hemispherical Resonator Gyroscopes (HRG)
o Quartz gyroscopes (non-MEMS)
o Micro-machined gyros (MEMS): vibrating quartz orvibrating silicon
o Old technology is mechanical dynamically tuned gyrosalso called dynamically tuned gyros (DTG)
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GYROSCOPES
Mechanical Optical
ES
G
HR
G
Si
an
d Q
uartz
ME
MS
FO
G
RL
G
Sp
inn
ing M
ass
DT
G
Dom
inan
t tech
nolo
gies
Resonating
ES
G
Sp
inn
ing M
ass
DT
G
It uses the action of the
Coriolis force to sense the
rotation.
Gyroscopes can be
activated by
• High speed rotation
• vibration
It uses the
Sagnac effect
to measure
the rotation
rate by
measuring
the phase
shift of two
counterprop
agating light
beams in an
interferomet
er.
It uses a
stationary
mass
where a
stationary
resonance
wave is
maintained
electronic
ally.
16
ACCELEROMETER DETECTION CLASSIFICATION
2 main families
5 types of accelerometers
There are two main families (and a smaller one) of linear acceleration sensing technologies:• Pendulous/Translational Mass displacement/rebalance
• Electrical Restraint
• Rotational Restraint
• Elastic Restraint
• Resonant Element Frequency
• Vibrating String
• Vibrating Beam
• Double Ended Tuning Fork
• Thermal
5 types of accelerometers have been identified:• Pendulous Rebalance Accelerometers (particularly PIGA)
• Force Rebalance Accelerometers
• Resonant Element Accelerometers
• Thermal Accelerometers
• MEMS Accelerometers
This has been divided in 2 sensing categories for the market detailed in this report:MEMS: Resonant Silicon / Pendulous - Lateral Silicon + some Resonant Quartz accelerometers are counted here(e.g. Honeywell RBA-500 which uses quartz resonator, but metal flexures and is integrated in HG1700, HG1900…)
Electromechanical, piezo & others: Pendulous - PIGA / Pendulous Force Rebalance / some Resonant Quartz Acc.
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The 5 identified accelerometer types used in tactical grade applications
Accelerometers
Pendulous/Translational
Mass
displacement/rebalance
Resonant
Element
Frequency
Fo
rce R
eb
ala
nce
Accele
rom
ete
rs
ME
MS
Reso
nan
t
Ele
men
t
Accele
rom
ete
rs
Th
erm
al
Accele
rom
ete
rs
PIG
A
Therm
al
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TECHNOLOGY MATURITY TAKES TIME BUT COULD BE QUITE REGULAR...
3rd
2nd
1st
MEMS
+10/20 years
4th
1960 1980 2000 2020 2030+
Techno Maturity /
Time-to-Market
First rapid advance of the technology
An even evolution of inertial technologies can be found by analyzing different stages of
development of several technologies. Indeed, every 20 years, some change seems to appear in the
market, and in the coming years, HRG could be the next technology to mature and bring
enhanced performance in a compact SWAP. MEMS could follow the same path within 10 years?
Mechanical Gyro
+20 years
RLG / FOG
+20 years
HRG
+20 Years
18
PERFORMANCE CLASSES OF VARIOUS GYROS
MEMS could eat up the FOG market in the future if similar performance is achieved at lower price (due to batch manufacturing). HRG, particularly from Safran, is well positioned as costs are decreasing.
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Gyro bias instability (°/h)
Cost
* ($
)
0.01 0.5 15 40 100
Consumer
Industrial
Tactical
Navigation
Strate
gic
RLG
FOG
MEMS
HRG
*Cost is indicative for comparison purposes
0.01
1
1000
10,000
50,000
100
30,000
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HIGH END INERTIAL MARKET SEGMENT VALUE
~$1,357MCAGR +0.5%
~$794MCAGR -0.4%
$3.80B
$582M
$815M
$1,315M
$3.24B2019
2025Total high-end inertial
industry
Defense/Military
Commercial Aerospace
~$655MCAGR +2%
~$998MCAGR +11.4%
$523M
Commercial naval
Industrial applications2020
$2.84B
~$1,314MCAGR 0%
~$586MCAGR -28%
$477CAGR -18%
~$466MCAGR -11%
20
USA
$2.24B
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PLAYERS IN THE HIGH END INERTIAL FIELD AND GEOGRAPHIC DOMINANCE
Polyus R&D Institute
Asia, Russia
& RoW
$0.35B
Europe &
Middle East
$0.65B
~$3.24B2019
Non-exhaustive list of companies
21
PLAYERS’ MAPPING PER TECHNOLOGY (1/3)
InertialLandscape
High End Inertial Sensors for Defense, Aerospace & Industrial Applications 2020 | Sample | www.yole.fr | ©2020
In-house Manufacturing
Company
Technologies portfolio Grade
Accelero Gyro IMU INS SiMEMSQuartz
MEMSFOG RLG HRG
DTG & others
mechanicalIndustrial Tactical
Mid-term
Nav.
Long term
Nav/
Strategic
✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅
✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅ ✅ ✅
22
PLAYERS’ MAPPING PER TECHNOLOGY (2/3)
InertialLandscape
High End Inertial Sensors for Defense, Aerospace & Industrial Applications 2020 | Sample | www.yole.fr | ©2020
In-house Manufacturing
Company
Technologies portfolio Grade
Accelero Gyro IMU INS SiMEMSQuartz
MEMSFOG RLG HRG
DTG & others
mechanicalIndustrial Tactical
Mid-term
Nav.
Long term
Nav/
Strategic
✅ ✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅
✅ ✅ ✅
✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅ ✅ ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅
✅ ✅ ✅ ✅ ✅ ✅ ✅ ✅
23High End Inertial Sensors for Defense, Aerospace & Industrial Applications 2020 | Sample | www.yole.fr | ©2020
PLAYERS’ MAPPING PER TECHNOLOGY (3/3)
InertialLandscape
In-house Manufacturing
Company
Technologies portfolio Grade
Accelero Gyro IMU INS SiMEMSQuartz
MEMSFOG RLG HRG
DTG & others
mechanicalIndustrial Tactical
Mid-term
Nav.
Long term
Nav/
Strategic
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24
PLAYERS IN THE FIELD AND RANKING – MARKET VALUE
Top 3:
• Honeywell
• Northrop Grumman
• Safran
High End Inertial Sensors for Defense, Aerospace & Industrial Applications 2020 | Sample | www.yole.fr | ©2020
Revenues for each player regrouping stand-alone accelerometers (1/2/3-A), gyroscopes (1/2/3-A), IMU, INS
$3.24B
25High End Inertial Sensors for Defense, Aerospace & Industrial Applications 2020 | Sample | www.yole.fr | ©2020
GYRO TECHNOLOGY BREAKDOWN EVOLUTION
Only slight changes are expected, with RLG losing some market share due to the increasing popularity of FOG and HRG,
which are approaching RLG performances and will increasingly meet the requirements in various applications.
26
SUMMARY OF AXIS COST STRUCTURE (PER TECHNOLOGY)
Sensing part, electronic board, assembly, test and calibration represent the highest extra costs of a gyro inertial axis
High End Inertial Sensors for Defense, Aerospace & Industrial Applications 2020 | Sample | www.yole.fr | ©2020
27High End Inertial Sensors for Defense, Aerospace & Industrial Applications 2020 | Sample | www.yole.fr | ©2020
GYRO TECHNOLOGY BREAKDOWN – PER BIAS STABILITY CATEGORIES
28
WHAT DOES THE FUTURE HOLD? PROJECTION TOWARD 2025
A global CAGR of 2.7% is expected mostly driven by industrial applications. Commercial aerospace will suffer due to covid-19 and will take a few years to recover.Revenue is expected to reach $3.8B by 2025.
High End Inertial Sensors for Defense, Aerospace & Industrial Applications 2020 | Sample | www.yole.fr | ©2020
29
Vibrating silicon MEMS pushes FOG and RLG to be very competitive on the very high-end market
High End Inertial Sensors for Defense, Aerospace & Industrial Applications 2020 | Sample | www.yole.fr | ©2020
FUTURE GYRO PERFORMANCE TRENDS
2025+2019
30
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Sales Team
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Sensors for Robotic Vehicles 2018
Status of the MEMS Industry2019
Uncooled Infrared Imagers and Detectors 2019
High End Inertial Sensors for Defense, Aerospace & Industrial Applications 2020 | Sample | www.yole.fr | ©2020
YOLE GROUP OF COMPANIES RELATED REPORTS
Yole Développement
31
Contact our
Sales Team
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Analog Devices ADIS16460 IMU
Honeywell HG4930CA51 6-Axis MEMS Inertial Sensor
Honeywell HG1120CA50 9-Axis MEMS Inertial Sensor
Tronics GYPRO3300 Angular Rate Sensor
Safran Colibrys VS1000 Series
High End Inertial Sensors for Defense, Aerospace & Industrial Applications 2020 | Sample | www.yole.fr | ©2020
YOLE GROUP OF COMPANIES RELATED REPORTS
System Plus Consulting
32
o CONSULTING AND SPECIFIC ANALYSIS, REPORT BUSINESS
• North America:
• Steve LaFerriere, Senior Sales Director for Western US & Canada
Email: [email protected] – + 1 310 600-8267
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• Europe & RoW: Lizzie Levenez, EMEA Business Development Manager
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