IHS iSuppli Automotive MEMS Market Tracker
IHS iSuppli Automotive MEMS Market Tracker
IHS iSuppli Automotive MEMS Market Tracker
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ABSTRACT – <strong>MEMS</strong> & Sensors<br />
<strong>IHS</strong> <strong>iSuppli</strong><br />
<strong>Automotive</strong> <strong>MEMS</strong> <strong>Market</strong> <strong>Tracker</strong><br />
Richard Dixon – Principal Analyst, <strong>MEMS</strong> & Sensors 2012<br />
2011 was the second consecutive “bumper year” for automotive <strong>MEMS</strong> sensors and<br />
actuators. Polls of the major sensor companies indicated that the market grew by 14.2% in<br />
2011 reaching $2.24 billion. While remarkable by itself, this result builds on the 27.3%<br />
revenue growth in the previous year when the auto industry climbed out of the deep valley<br />
of the recession. By 2016, the market will approach $3.25 billion, up from $2.24 billion in<br />
2011, a CAGR of 7.7%. The market will exceed $3 billion for the first time in 2015.<br />
Compared to 2011, the market in 2012 will stabilize to some extent, and grow by 7.2%.<br />
From 2012 onwards to 2014, the market grows more rapidly in what can be described as the<br />
“fat” years” as vehicle manufacturers hasten to comply with safety legislation for ESC in the<br />
U.S., Europe, Australia, Korea, and Japan; and TPMS in the U.S., Europe, Korea, and<br />
China. In 2013, the sensor market will grow by 9.7% and by 2014 by 13.6% when essentially<br />
all new vehicles will be subject to the mandates needed to comply with regulations.<br />
In 2015 and 2016 the growth rates drop markedly to 4.9% and 3.6%, respectively. The yearon-year<br />
growth rates represent a cause for concern, as they are below those of the average in<br />
the five years prior to the 2008/2009 recession where sensors sales are estimated to have<br />
been running at about 5% to 7%—unless new legislation or applications emerge to bolster<br />
the market. The report thus speculates on some of the applications that could stimulate the<br />
market beyond 2016, e.g. filters for GDI and accelerometers for E-call.<br />
Forecast<br />
Frequency, Time Period<br />
• 5-year annual forecast to 2016<br />
• 4-year historical, back to 2008<br />
Measures<br />
• Revenue for 1st level packaged<br />
components<br />
• ASPs<br />
• Shipments<br />
<strong>Market</strong> by Region (units, revenues)<br />
• N. America, Europe, Japan, China,<br />
ROW<br />
<strong>Market</strong> by Segment<br />
• Luxury, Mid-range and Low-end<br />
<strong>Market</strong> shares<br />
Revenues of top 10 automotive <strong>MEMS</strong><br />
suppliers<br />
• 2008 to 2011 inclusive<br />
US$, millions<br />
3500<br />
3000<br />
2500<br />
2000<br />
1500<br />
1000<br />
500<br />
0<br />
<strong>Market</strong> for <strong>Automotive</strong> <strong>MEMS</strong> sensors<br />
by Region* (<strong>IHS</strong> <strong>iSuppli</strong>)<br />
2008 2009 2010 2011 2012 2013 2014 2015 2016<br />
Europe North America China Rest of World Japan<br />
<strong>Market</strong> shares by <strong>MEMS</strong> product<br />
• 2008 to 2011 inclusive<br />
• For low g accelerometers, high g<br />
accelerometers, gyroscopes, pressure<br />
sensors, flow sensors, thermopiles,<br />
microbolometers and emerging<br />
sensors<br />
Tier 1 suppliers for ESC, TPMS<br />
<strong>Market</strong> share by applications<br />
• Accelerometers in ESC<br />
• Accelerometers in ECU airbags<br />
• Accelerometers in satellite airbags<br />
• Gyroscopes in ESC<br />
• Gyroscopes in In-Dash navigation<br />
• Pressure sensors in side airbags<br />
• Pressure sensors in ESC<br />
• Pressure sensors in TPMS<br />
Key Issues Addressed<br />
• With 2010 and 2011 counting as record<br />
years, what is the implication for 2012?<br />
• How did sensor manufacturers fare?<br />
Which companies did better and why?<br />
• Asian mandates: new markets insights<br />
on ESC and TPMS from China, Korea<br />
and Japan.<br />
• How important is China as a market for<br />
sensor suppliers? What are the<br />
opportunities?<br />
Applicable To<br />
• <strong>MEMS</strong> Component Manufacturers<br />
- <strong>Market</strong>ing, Executive<br />
• <strong>MEMS</strong> Foundries<br />
- <strong>Market</strong>ing<br />
• Equipment for <strong>MEMS</strong>, ASIC and<br />
Semiconductor Manufacturers,<br />
Packaging and Testing<br />
- Sales & <strong>Market</strong>ing<br />
• OEM procurement managers<br />
• Tier 1 procurement managers<br />
Tier 1 – tier 2 relationships for major<br />
applications<br />
• Inertial sensors in ESC<br />
• Pressure TPMS<br />
Technologies Covered<br />
• <strong>MEMS</strong> sensors such as<br />
accelerometers, gyroscopes, pressure<br />
and flow sensors<br />
• Silicon <strong>MEMS</strong>, Quartz <strong>MEMS</strong> and<br />
Piezo-ceramic <strong>MEMS</strong><br />
www.isuppli.com<br />
© 2012 <strong>iSuppli</strong> Corporation, a Company Which was Acquired by <strong>IHS</strong> Inc<br />
+1 310 524 4007 | www.isuppli.com
<strong>Automotive</strong> <strong>MEMS</strong> <strong>Market</strong> <strong>Tracker</strong><br />
Sensors Covered<br />
• Accelerometer (e.g. ESC, roll<br />
detection)<br />
• Microbolometers (night vision systems)<br />
• Thermopiles (cabin temperature)<br />
• Micro-scanning mirror (HUD)<br />
• Gas sensor (air cabin quality)<br />
• Pressure (MAP, BAP, EGR, TPMS,<br />
HVAC)<br />
• Gyroscope (ESC, navigation, roll<br />
detection)<br />
• Flow (MAF, HVAC)<br />
• Sound sensor (crash sensing)<br />
• Micro-valve (emerging HVAC)<br />
• Oscillators (rear view cameras)<br />
Applications Covered<br />
• Active suspension<br />
• Barometric air pressure (BAP)<br />
• Built-in navigation<br />
• Cabin air flow (HVAC)<br />
• Continuous Variable Transmission<br />
• Diesel particle filter<br />
• Electronic Parking Brake (EPB)<br />
• Fuel tank vapour pressure<br />
• Manifold air pressure (MAP)<br />
• Mass Air Flow (MAF)<br />
• Roll detection<br />
• Satellite crash sensor (airbag)<br />
• TPMS<br />
• Vacuum boost (stop-start system)<br />
• Vehicle Anti-Theft<br />
• Brake system pressure (ESC)<br />
• Passenger Occupation Detection<br />
• Common fuel rail / direct injection<br />
• Exhaust gas recirculation<br />
• Oil pressure<br />
• ESC gyroscope (inertial cluster / as<br />
part of "combination" sensor)<br />
• ESC accelerometer (single axis, part<br />
of inertial cluster)<br />
• ESC accelerometer (dual axis, part of<br />
inertial cluster / combination sensor)<br />
• ECU airbag<br />
• Satellite airbag<br />
• Cabin control, air quality, anti-fogging,<br />
ice detection<br />
• Night vision systems<br />
• Head-up display, rear view camera<br />
• Crash sensing (sound sensor)<br />
• Air quality and HVAC (pressure)<br />
• E-call and accident sensors<br />
• In cylinder pressure<br />
Sample Table of Contents<br />
Introduction<br />
Executive Summary<br />
Findings and Implications<br />
<strong>Market</strong> Update and Outlook<br />
• 2011 – Earthquake and 2010 excesses will<br />
lead to a subdued year<br />
• 2012 and beyond: stable times ahead<br />
• <strong>Market</strong> by Device<br />
• <strong>Market</strong> by Application<br />
• <strong>Market</strong> by Region<br />
• A Close Up of What’s New in H2<br />
• Overview of Notable Changes to the<br />
Current <strong>Tracker</strong><br />
Appendix A: Definitions (Products, Applications,<br />
Regions)<br />
Appendix B: Research Methodology<br />
Figures<br />
Impact of Passenger Car Production and<br />
Inventory on Sensor Shipments, 2010-2015<br />
Shipments of <strong>Automotive</strong> <strong>MEMS</strong> Sensors by<br />
Device, 2006-2015<br />
Revenues of <strong>Automotive</strong> <strong>MEMS</strong> Sensors by<br />
Device, 2006-2015<br />
Production of Passenger Cars Under 5 Tons<br />
Worldwide, 2006-2015<br />
Growth rates (CAGR) for <strong>MEMS</strong> sensors, 2009-<br />
2015<br />
Revenues of <strong>Automotive</strong> <strong>MEMS</strong> Sensors by<br />
Application, 2006-2015*<br />
Revenues of <strong>Automotive</strong> <strong>MEMS</strong> Sensors by<br />
Application, 2006-2015*<br />
Electronic Parking Brake<br />
Sensor Revenues by Region, 2006-2015<br />
Revenues for Japanese and Korean <strong>Automotive</strong><br />
<strong>MEMS</strong> Sensors<br />
Due to Mandates, 2006-2015<br />
TPMS Shipments by Region, 2006-2015<br />
Pressure Sensors Located in the Front Bumper<br />
Impact Absorption Filling<br />
Detect Impact with a Pedestrian and Activate<br />
Safety Systems<br />
Tables<br />
Summary of changes to the H1 2011<br />
<strong>Automotive</strong> <strong>MEMS</strong> <strong>Tracker</strong><br />
Lead Analyst<br />
Dr Richard Dixon, Senior Analyst<br />
Richard Dixon is senior analyst for<br />
<strong>MEMS</strong> and the author of over 50<br />
<strong>MEMS</strong> related consulting and market<br />
research studies.<br />
Richard graduated from North Kent<br />
University with a degree in Materials<br />
Science and earned a doctorate from<br />
Surrey University on semiconductor<br />
characterization.<br />
He served as a technology transfer<br />
engineer for RTI International for 5<br />
years before serving as an analyst<br />
for WTC for consumer and<br />
automotive <strong>MEMS</strong>.<br />
Richard speaks English and German.<br />
www.isuppli.com +1 310 524 4007<br />
© 2012 <strong>iSuppli</strong> Corporation, a Company Which was Acquired by <strong>IHS</strong> Inc
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