market outlook on key innovative technologies20market...putting the “smart” in smart...

© 2012

Le Quartz,75 cours Emile Zola

69100 Lyon-Villeurbanne, France

Tel : +33 472 83 01 80 - Fax : +33 472 83 01 83

Web: http://www.yole.fr

Market outlook on key

innovative technologies MEMS, BIO Sensors, Imaging

Pascal Viaud, CTO

© 2008• 3

2008 Copyrights © Yole Développement SARL. All right reserved.

Introduction

簡介

• Yole Development 於1998年成立於法國里昂，為一家市場趨勢預測、技術分析、市場策略顧問公司。

• Pascal Viaud, 技術執行長, Yole Taiwan

– 歐洲在台商務協會-科技委員會-聯合主席

– 法國台灣區經貿顧問

– 歐盟工業合作專家，GNSS.Asia 計畫主持人

• 簡報大綱

– 廣用型微機電系統(MEMS Everywhere…)

– 生物感測器(Biosensors)

– CMOS影像感器(CMOS Imaging sensors)

STMicro’s

WLCamera with

TSV / WLP

Courtesy: SystemPlus Consulting, ST Microelectronics

http://www.google.com/imgres?imgurl=http://itg.com.mx/wpress/wp-content/uploads/2012/04/Taiwan.png&imgrefurl=http://itg.com.mx/wpress/index.php/visas/&docid=hdh8L4RE0DashM&tbnid=mAY7kAH31KR3xM&w=256&h=256&ei=yuhGUZDbDqSYmQWNu4D4Bg&ved=0CAMQxiAwAQ&iact=ricl

© 2008• 4


Introduction

• Yole Développement is a market , technology and

strategy consulting company, founded in 1998.

• Pascal Viaud, CTO, Yole Taiwan

– Technology Committee Co-Chair, ECCT

– Foreign Trade Advisor to French Government, Taiwan Section

– EU-Taiwan Industrial Cooperation Expert, GNSS.asia

• Presentation Outline

– MEMS Everywhere…

– Biosensors

– CMOS Imaging

STMicro’s

WLCamera with

TSV / WLP


http://www.google.com/imgres?imgurl=http://itg.com.mx/wpress/wp-content/uploads/2012/04/Taiwan.png&imgrefurl=http://itg.com.mx/wpress/index.php/visas/&docid=hdh8L4RE0DashM&tbnid=mAY7kAH31KR3xM&w=256&h=256&ei=yuhGUZDbDqSYmQWNu4D4Bg&ved=0CAMQxiAwAQ&iact=ricl

© 2008

MEMS Everywhere:

Making the world more sensitive

廣用型微機電系統(MEMS Everywhere):

讓世界變得更靈敏


© 2008

MEMS Everywhere: Making the world more sensitive


© 2008• 7


Yole recognizes STM as the first $1 billion MEMS Company

Yole 肯定 STM 為第一家MEMS營收達10億美元公司

Lyon, France – February 26, 2013 – Yole Développement 分析師發現即使2012年MEMS核心產品加速器與陀螺儀價格下降達20~30% , STMicroelectroincs 仍因行動裝置正夯, 大量MEMS 訂單湧入,於2012年不僅 MEMS 出貨單位量高出58%-並成為第一家MEMS 產品營收破10億美元的公司。

全球排行前三名MEMS大廠2010~2012年營收變化：

© 2008• 8


Yole recognizes STM as the first $1 billion

MEMS Company

Lyon, France – February 26, 2013 – Yole Développement’s research has credited

STMicroelectronics for capitalizing on the booming demand for MEMS in mobile devices by

shipping a whopping 58% more MEMS units in 2012 to become the first company to reach $1

billion in MEMS sales. And that was in a year when the average prices of accelerometers and

gyroscopes that are its core MEMS products dropped by 20%-30%.

© 2008• 9


Inkjet printheads

An Expanding Array of Products

maturity of selected MEMS devices

with expected CAGR to 2015

2010-2015 MEMS device 市場成熟曲線圖

(紅色數字為是預期2010-2015 年複合成長率CAGR)

Microdisplay / 110%

Auto Focus / 348%

Silicon oscillators Energy harvesting

Development

Decline

MEMS Speakers

Microphones / 11%

BAW duplexers

Emerging Mature

Accel/Gyro combos for mobile / 80%

9/10DOF inertial combos / 105%

Optical MEMS for projection / 6%

MEMS mirrors picoprojectors

Optical MEMS switch / 19%

RF-MEMS for radio front end module / 171%

Microbolometers / 12%

Automotive TPMS

Accel / Gyro combos (ESC…) / 49%

Humidity & Temp Sensors

© 2008• 10


Inkjet printheads

An Expanding Array of Products maturity of selected MEMS devices

with expected CAGR to 2015

Microdisplay / 110%

Auto Focus / 348%

Silicon oscillators Energy harvesting

Development

Decline

MEMS Speakers

Microphones / 11%

BAW duplexers

Emerging Mature

Accel/Gyro combos for mobile / 80%

9/10DOF inertial combos / 105%

Optical MEMS for projection / 6%

MEMS mirrors picoprojectors

Optical MEMS switch / 19%

RF-MEMS for radio front end module / 171%

Microbolometers / 12%

Automotive TPMS

Accel / Gyro combos (ESC…) / 49%

Humidity & Temp Sensors

© 2012 • 11

Putting the “Smart” in Smart Phones ,consumer mobile devices driving

demand

將『智慧』置入智慧型手機 , 消費型手機操控MEMS市場需求

手機內之MEMS devices 與感測器

斬新!

溼度與溫度

紅外線感測器

© 2012 • 12

Putting the “Smart” in Smart Phones consumer mobile devices driving demand

MEMS & sensors in mobile phone

New!

Humidity & Temp

IR Sensor

© 2012 • 13

• 於2017年行動裝置將驅使MEMS 出貨量成長>50% , 年複合成長率約13%

– 電信與醫療 MEMS 應用市場預估在未來五年將成長約20%

– 工業應用更是獨樹一幟 , 預估到2017年約有13%成長

Consumer Market Builds Dominance

消費性電子掌MEMS 市場主導權

營

收 (

以百萬美元為單位 )

© 2012 • 14

• Mobile applications are driving >50% of the volume with a CAGR ~ 13%

– Telecom and medical will grow ~20% in the next 5 years

– Industrial also significant with growth of ~13% expected

Consumer Market Builds Dominance

© 2012 • 15

MEMS - The Final Word …

MEMS 市場~ 一言以蔽之…

• MEMS market 再度呈現成長曲線 …

– MEMS 出貨單位之年複合成長率(CAGR) 為20%

– MEMS營收之年複合成長率(CAGR) 為13%

– 2017 年MEMS 市場將擴展為210億美元市場。

• 每年都有MEMS新商機景況。

– 現今，組合式感測器(combo sensors) 正在造成移動感測商務重新洗牌。

– 但是MEMS 市場仍是十分零散，今日僅見少許MEMS Application已達高出貨量。

• 然而，一系列 “新MEMS device “已進入市場，所謂『新新興MEMS devices』也緊追在後:

– 某些款式有可能快速攀升至暢銷排行榜：尤其是能夠應用到手機裝置者(RF MEMS 開關、震盪器、自動聚焦、…) 。

– 而感測器 (濕度、觸控面板、,…) 及致動器 (開關、能源採集、…) 都是未來驅動市場成長的生力軍。

– 除了新新興MEMS Devices 代來的市場成長, 既存的MEMS 感測器也有可能跨足新市場而帶動成長,

譬如藉由新的整合模式：應用於消費性電子產品的壓力感測器。

© 2012 • 16

MEMS - The Final Word …

• The MEMS market is on a growing curve again…

– 20% CAGR in units

– 13% CAGR in revenues

– To become a $21 billion market by 2017.

• Every year brings new business to the MEMS landscape.

– Today, combo sensors are reshuffling the cards in the motion sensing business

– But the MEMS market is still very fragmented, with a number of high volume MEMS

applications still limited today

• However, a whole range of new MEMS devices has now reached the market and new

“emerging MEMS” devices are coming as well:

– Some of them have the possibility to ramp up to large volumes quickly: those that can be

applied to mobile devices (RF MEMS switches, oscillators, auto-focus…)

– Both sensors (humidity, touchscreen,…) and actuators (switches, energy harvesting…) are

driving future growth

– In addition to those emerging MEMS, growth of the MEMS market will come from existing

sensors that are expanding into new market spaces, sometimes using new types of

integration: e.g. pressure sensors for consumer.

© 2012

Biosensors: will Total Analysis Systems (µTAS) Become

Consumer Products?

生物感測器(Biosensors): 全分析系統 (µTAS)

是否會成為消費性產品?

健康量測器(Withings) 網路健診(iHealth)

ST 微機電(Microelectronics)

© 2012

Biosensors: will Total Analysis Systems

(µTAS) Become Consumer Products?

Withings iHealth

ST Microelectronics

© 2012 • 19

Miniaturization Roadmap from “benchtop” to “palmtop”

微型化發展藍圖從『桌上型』到『掌上型』

現今

情況

醫院與

實驗室保健

居家保健與

定點檢測照護

隨處保健

植入式保健

微型化與整合水準

桌上型麻醉

呼吸器

醫學模擬器…

可攜帶型靜脈點滴(IVD)

輸血與送藥

呼吸模擬器…

移動式保健血糖量測儀

血壓計

所有慢性疾病模擬器

陽離子協助應用…

可植入型心律調整器

神經刺激器

心電器(ECG)

共析植入

時間

© 2012 • 20

Miniaturization Roadmap from “benchtop” to “palmtop”

Current

situation

© 2012 • 21

POC: Point-of-Care

POC: 定點健康檢測

定點檢測照護市場: 無經驗員工進行實驗室外的病患採樣、環保樣品或農產食品之分析檢驗。可隨地點輕易移動的檢測裝置, 病患不再需要一定要到醫院報到。

Epocal (血液分析儀)

(已可量產)

Alere CD4 T-cell

test

(已可量產)

Abaxis 診所用化學測試機

(已可量產)

Abbott ( 免疫分析化學測試 )

(已可量產 )

http://www.pimatest.com/en/pima-analyser.html

© 2012 • 22

POC: Point-of-Care

Point-of-Care Testing: The performance of analytical tests on patient

specimens, environmental or agro-food samples outside reference

laboratories by an inexperienced staff.

Epocal

(commercially available)

Alere


Abaxis


Abbott

(commercially

available)

http://www.pimatest.com/en/pima-analyser.html

© 2012 • 23

POC Positioning in the IVD Market

Value and forecast in $M

定點檢測照護佔體外診斷市場的營收與成長趨勢

(百萬美元為單位)

定點檢測照護市場將由 2011 年的70億美元提升到 2017年的 380億美元

CAGR 2012-2017 = 32%

© 2012 • 24

POC Positioning in the IVD Market Value and forecast in $M

The POC testing market will grow from $7B in 2011 to $38B in 2017.

CAGR 2012-2017 = 32%

© 2012 • 25

Drivers for Mobile Care Applications

移動式保健的驅動力 (一)

移動式

保健

定點檢測保健

醫院保健

隨處保健

智慧型手機與平板電腦變革

時間

整合層級

未來

手機

健診手機

現今情況

© 2012 • 26


Mobile

Care

Point of Care

Hospital Care

Everywhere Care

Smartphone &

Tablet revolution

Time

Level of integration

Feature

Phones

Health Phone

Current situation

© 2012 • 27


移動式保健的驅動力 (二)

醫院保健

隨處保健

智慧型手機與平板電腦變革

時間

整合層級

未來

手機

健診手機

未來

移動式

保健

定點檢測保健

© 2012 • 28


Hospital Care

Everywhere Care

Smartphone &

Tablet revolution

Time

Level of integration

Feature

Phones

Health Phone

Next step

Mobile

Care

Point of Care

© 2012 • 29

What’s next?

下一步是甚麼？

• 消費性電子產品目前有朝向每一支智慧型手機都將配備生物感測器發展。

• 觀查人體健康數字變化-如血糖,血壓…等之生物感測器, 需要做成拋棄式裝置，或能與人體表面直接接觸。

• 因此未來的研發將集中於智慧型系統, 如何透過無線型(藍芽)或USB連接到智慧型手機，以及相關的軟體應用程式。

• 甚麼是消費性產品的LOAC ?

• 更可親的價格

• 更方便使用

• 檢測數據儲存容量與安全層級。

• 適用於此類消費性健康電子裝置的法規？

© 2012 • 30

What’s next?

• The field of consumer electronics is currently heading to a point where

each individual smartphone will be outfitted with physical and eventually

biosensors.

• Biosensors for body parameter monitoring (e.g. glucose, blood pressure)

require disposable devices, or sensors in direct contact with the body.

• Developments therefore concentrate on smart systems connected to a

smartphone, either wireless (Bluetooth) or with a USB cable, and the

related software applications.

• What are the Challenges for consumer’s LOAC ?

• Cost reduction

• Simplicity of use

• Data storage and level of security required

• Which regulation applied to these Consumer health devices ?

© 2012

CMOS Imaging: Disruptive technologies, new

applications…

What impact on the industry?

CMOS 影像感測器: 突破性技術、新的應用、…

對工業會造成怎樣的衝擊影響?

Courtesy: PMD Technologies

ST Microelectronics

© 2012

CMOS Imaging: Disruptive technologies,

new applications…

What impact on the industry?

Courtesy: PMD Technologies

ST Microelectronics

© 2012 • 33

State of the Art after

Mobile World Congress 2013

• 百萬級畫素比賽將減慢速度 0.9μm 畫素將可能長期穩坐 “ 冠軍”寶座。

• 新功能與更加友善消費者的使用經驗將是為成功的關鍵！

• 軟體程式在這波智慧行手機影像賽局中展現出越來越多的價值 …

相機模組層級

軟體層級感應晶片層級

大部分的旗艦產品已由8MP轉向13MP。

突出產品：

→ 使用Sony堆疊感測之Xperia z

→ HTC超級畫素感測(低光敏感

度與較快之快門速度)

→ Lumia 920 與HTC

One使用光學影像穩定

技術

→ Networks 高解析度

Water level 相機

許多功能

→ 黑莓機 Z 10 同步錄影功能

→ iPhone5 的電子影像穩定技術

→ 其他功能：例如：輕載省電模式、臉部美化，….

© 2012 • 34

State of the Art after

Mobile World Congress 2013

• Megapixels rat race is going to slowdown 0.9μm pixels will probably stay state-of-the art in the long term

• New functionalities & better user experience are the key to success!

• Software to catch more and more value…

© 2012 • 35

CIS Revenue

Forecast by Market

CIS 依市場預估營收走勢

• 手機市場在2012年佔了CIS產業總營收的60%。

• 因應平版裝置的需求,消費性電子產品市場將從2011年 30 %到2017年成長至39% 。

CMOS 影像感測器預估營收(以百萬美元為單位)

銷售 (

百萬美元 )

保全/工業/

國防/航太

醫學

自動控制/交通運輸

消費電子產品

電腦演算

手機電話

© 2012 • 36

CIS Revenue

Forecast by Market

• Mobile phones represented 60% of the total CIS revenue in 2012

• Driven by tablets, the consumer market will increase from 30% in 2011 to

39% in 2017.

© 2012 • 37

Imaging: Keys to Success

邁向CMOS 影像感測器成功之路

• 領先的研發方向！

3D 堆疊感測器

BSI – 背光照度技術

3D 影像 (消費電子產品 + 機器人、工業用途、自動控制、醫學、…)

高動態影像

• 新技術將解除影像感測器畫素大小的比賽壓力, 轉而聚焦於感測器的速度。

MEMS (光學影像穩定法、自動聚焦)

陣列相機(Array cameras )

量子點增強薄膜技術(Quantum dot film)

…

• 高階共用感測融合技術(軟體程式…)

© 2012 • 38

Imaging: Keys to Success

• Leading edge R&D!

3D stacked sensor

BSI – Back-Side Illumination

3D imaging (consumer + robotics, industrial, automotive, medical…)

High dynamic range

• New technologies will relax stress on sensor pixels size and fuel the need

for faster sensors

MEMS (Optical Image Stabilization, Autofocus…)

Array cameras

Quantum dot film

…

• Sensor Fusion (Software…)

© 2012

Contact Taiwan :

Mei-Ling Tsai

蔡美玲

M +886 9 3757 6016

E [email protected]

W www.i-micronews.com

Thank You

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market outlook on key innovative technologies20market...putting the “smart” in smart...

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