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用于行动装置的 MEMS - 市场占有率分析、产业趋势与统计、成长预测（2024 年 - 2029 年）

MEMS for Mobile Devices - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年02月15日 | 出版商:

Mordor Intelligence | 英文 132 Pages | 商品交期: 2-3个工作天内

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简介目录

行动装置MEMS市场规模预计到2024年将达到93.8亿美元，预计到2029年将达到143亿美元，在预测期内（2024-2029年）CAGR为8.80%。

随着智慧型手机中加速计和陀螺仪需求的增加，行动装置市场的MEMS预计将在预测期内显着成长。例如，到 2022 年，全球行动用户总数预计将达到 84 亿左右。根据爱立信的预测，这一数字还将进一步增加。

主要亮点

研究市场的特点是 MEMS 装置的功耗呈现降低趋势。此外，不断变化的消费者需求，例如更快的充电速度、更短的充电时间和更好的充电优化，推动了智慧行动装置中对感测器的需求。这些设备的功耗更低，因此充电速度更快。
此外，随着智慧型手机越来越多地用于影像应用，MEMS 感测器使得光学影像稳定 (OIS) 和电子影像稳定 (EIS) 的使用成为可能。这些广泛的特性和创新功能进一步促进了预测期内智慧行动装置 MEMS 感测器的成长。
5G 商业化推动了所研究市场的全球趋势。例如，向 5G 的过渡加速了对先进行动装置的需求。根据2022年11月发布的爱立信移动报告，到2028年底，5G行动用户预计将达到50亿。此外，5G人口覆盖率预计将达到85%，而5G网路预计将承载约70%的行动用户。交通。由于 5G 需要更多的频段，此类事件预计也将推动对 RF MEMS 的需求，从而引发对 RF 滤波器的需求。
MEMS 公司很少有机会使用 MEMS 製造设施或铸造厂来进行原型和设备製造。此外，大多数预计受益于该技术的组织目前不具备支援 MEMS 製造所需的能力和能力，这直接影响了製造标准化。预计这将阻碍市场的成长。
COVID-19 对行动装置市场的影响不大。此外，这场流行病改变了人们对当前全球製造业供应链的看法，可能会导致价值链更加本地化和进一步区域化，以尽量减少在不久的将来类似的风险。

行动装置 MEMS 市场趋势

越来越多的小型化趋势被接受以推动市场

设备的小型化是推动行动装置中MEMS需求的主要因素之一。随着终端设备尺寸的缩小，製造商不断寻找升级技术以获得效益的方法。随着行动装置上感测器数量的增加，需要更小的 MEMS 来满足设计因素。行动装置具有接近感应器、加速度计、陀螺仪、指纹感应器、环境光感应器、指南针、霍尔效应感应器、气压计等感应器。
此外，微型化和声学特性的改进使得 MEMS 麦克风能够促进透过智慧型手机视讯分享资讯。 MEMS 麦克风对于主动降噪也很有用，例如在长途飞行中或当您想不受干扰地听音乐时。
全球供应商都致力于进一步缩小 MEMS 的尺寸，以提高其获得的成本效益。此外，MEMS 感测器製造商正在努力缩小 MEMS 的尺寸，以满足更小型行动装置的需求。例如，为了满足更小型行动装置的需求，采用 1.5 x 0.8 x 0.55 mm CSP（晶片级封装）的 SiT15xx MEMS 振盪器与标准 2.0 x 1.2 mm SMD 相比，占地面积减少了 85% XTAL 封装。与 XTAL 不同，SiT15xx 系列具有独特的输出，可直接驱动晶片组的 XTAL-IN 引脚。
在传统感测器无法有效运作的领域，需要开发具有超小尺寸和高灵敏度的下一代微型加速度计。此外，不断缩小加速度计的进程导致封装更小，最终降低了成本。
使用石墨烯的基于奈米机电系统 (NEMS) 的加速度计所占用的晶片面积比传统硅 MEMS 加速度计小几个数量级，同时保持有竞争力的灵敏度。设备小型化的趋势推动了行动装置中使用的 MEMS 市场。增加更多功率并降低成本和空间的需求仍将是市场创新者的关键因素。市场创新者正在依靠这种趋势为他们的设备添加更多功能，以满足高效能需求的消费者。

亚太地区预计将出现显着成长

亚太地区一直是最重要的智慧型手机市场之一，这主要归功于高度发展的电信业和庞大的客户群。此外，该地区正在加大对先进行动网路的投资。中国、印度、日本、澳洲、新加坡和韩国等国家越来越多地投资开发国内电信市场，预计这也将推动该地区的市场发展。
此外，公司在该地区设立生产中心是因为原料容易取得，而且设立和支付工人的成本较低。
印度、中国、韩国和新加坡等国家对手机和其他消费性电子产品的需求不断增长，鼓励许多公司在亚太地区设立工厂。
根据中国政府提供的最新数据，中国用户正蜂拥购买昂贵的新型 5G 手机。 2021年中国5G手机出货量突破2.66亿部，较去年成长63.5%。中国资讯通讯研究院（CAICT）的数据显示，5G手机占出货量的75.9%。
由于指纹技术可以轻鬆快速地解锁智慧型手机，因此对 MEMS 感测器的需求不断增长。指纹认证比依赖密码和个人识别码的传统技术更安全。指纹感测技术在智慧型手机和平板电脑等消费性电子产品中变得越来越普遍。这是因为它很受欢迎并且具有独特的品质，例如能够识别每个人的山脊、山谷和小点。

用于行动装置的 MEMS 产业概述

MEMS 市场充斥着大型供应商，这些供应商能够进行后向和前向集成，并拥有显着的创收能力。市场竞争程度中等偏高，在未来几年可能会变得更糟。

2022 年 10 月，Bosch Sensortec 宣布推出首款 IMU 设备 BMI323，包含 I3C 介面以及 I2C 和 SPI 介面。 BMI323 是一款六轴加速度计和陀螺仪，专为消费品中的运动敏感应用而设计。 BMI323 在高性能模式下（同时使用陀螺仪和加速计）的电流消耗为 790 A，而 BMI160 的电流消耗为 925 A，减少了近 15%。

2022 年 5 月，Analog Devices, Inc. (ADI) 发布了三轴 MEMS 加速度计。与上一代 (ADXL362) 相比，ADXL367 加速度计将功耗降低了一倍，同时将杂讯性能提高了高达 30%。新型加速度计还具有更长的现场时间，从而延长了电池寿命，同时降低了维护频率和成本。

额外的好处：

Excel 格式的市场估算 (ME) 表
3 个月的分析师支持

With an increase in demand for accelerometers and gyroscopes in smartphones, the MEMS for mobile devices market is expected to grow significantly during the forecast period. For instance, in 2022, the total number of mobile subscriptions globally is expected to reach around 8.4 billion. It is poised to increase further, according to Ericsson forecasts.

Key Highlights

The studied market has been marked by a trend toward lower power consumption of MEMS devices. Also, changing consumer needs, like faster charging speeds, shorter charging times, and better charging optimization, drive the need for sensors in smart mobile devices. These devices are made to use less power, which makes them charge much faster.
Moreover, as smartphones are increasingly being used for image applications, the usage of optical image stabilization (OIS) and electronic image stabilization (EIS) is enabled by MEMS sensors. This broad set of features and innovative functions further augments MEMS sensor growth for smart mobile devices in the forecast period.
Global trends in the market studied are boosted by the commercialization of 5G. For instance, the transition toward 5G accelerates the demand for advanced mobile devices. According to the Ericsson Mobility Report released in November 2022, 5G mobile subscriptions are anticipated to reach 5 billion by the end of 2028. Further, 5G population coverage is projected to reach 85%, while 5G networks are expected to carry around 70% of mobile traffic. Such events are also expected to drive the demand for RF MEMS, owing to the higher number of bands that 5G demands, triggering the demand for RF filters.
MEMS companies have minimal access to MEMS fabrication facilities or foundries for prototypes and device manufacture. Also, most organizations expected to benefit from this technology do not currently have the required capabilities and competencies to support MEMS fabrication, directly impacting fabrication standardization. This is expected to hinder the market's growth.
The effect of COVID-19 on the mobile device market has been moderate. Moreover, the pandemic changed the perception of the current global supply chain in manufacturing, potentially leading to more localized value chains and further regionalization to minimize similar risks in the near future.

MEMS for Mobile Devices Market Trends

Increasing Acceptance of Miniaturization Trend to Drive the Market

The miniaturization of devices is one of the major factors driving the demand for MEMS in mobile devices. With the size of end devices shrinking, manufacturers continuously look for ways to upgrade their technology to reap benefits. As the number of sensors on a mobile device increases, the need for smaller MEMS is required to fulfill design factors. Mobile devices have sensors like proximity sensors, accelerometers, gyroscopes, fingerprint sensors, ambient light sensors, compasses, hall effect sensors, barometers, and others.
Furthermore, miniaturization and improvements in their acoustic properties have enabled MEMS microphones to facilitate the sharing of information through smartphone videos. MEMS microphones are also useful for active noise cancellation, like on long-distance flights or when you want to listen to music without being disturbed.
Vendors worldwide are focusing on reducing the size of MEMS further to enhance the cost benefits it reaps. Furthermore, the manufacturers of MEMS sensors are pushing to reduce the size of MEMS to meet the need for smaller mobile devices. For instance, in order to support the demand for even smaller mobile devices, the SiT15xx MEMS oscillators available in 1.5 x 0.8 x 0.55 mm CSPs (chip-scale packages) reduce footprint by as much as 85% compared to standard 2.0 x 1.2 mm SMD XTAL packages. Unlike XTALs, the SiT15xx family has a unique output that directly drives the chipset's XTAL-IN pin.
In areas where traditional sensors cannot efficiently operate, developing next-generation micro-accelerometers with ultra-small dimensions and high sensitivity is required. Also, the constant process of making accelerometers smaller has led to smaller packages and, in the end, lower costs.
Nano Electromechanical Systems (NEMS)-based accelerometers using graphene occupy orders of magnitude smaller die areas than conventional silicon MEMS accelerometers while retaining competitive sensitivities. Such trends in the miniaturization of devices drive the market for MEMS used in mobile devices. The need to add more power and reduce cost and space will remain a key factor for innovators in the market. Market innovators are banking on such trends to add more functionalities to their devices for high-performance-demanding consumers.

Asia Pacific is Expected to Witness Significant Growth

The Asia-Pacific region has been one of the most significant markets for smartphones, primarily due to the highly developing telecom sector and large customer base. Furthermore, the region is increasingly investing in advanced mobile networks. Countries such as China, India, Japan, Australia, Singapore, and South Korea are increasingly investing in developing their domestic telecom markets, which are also expected to drive the market in the region.
Also, companies set up their production centers in the area because raw materials are easy to get and there are low costs to set up and pay workers.
Growing demand for mobile phones and other consumer electronics products from countries such as India, China, the Republic of Korea, and Singapore is encouraging many companies to set up factories in the Asia-Pacific region.
According to the most recent figures given by the Chinese government, Chinese subscribers are flocking to buy pricey new 5G cellphones. China's 5G phone shipments surpassed 266 million units in 2021, an increase of 63.5 percent over the previous year. Data from the China Academy of Information and Communications Technology (CAICT) shows that 75.9% of all mobile phones shipped were 5G.
There is a growing need for MEMS sensors because of the ease and speed with which fingerprint technology allows smartphones to be unlocked. Fingerprint authentication is more secure than traditional techniques, which rely on passwords and personal identification numbers. Fingerprint sensing technology is becoming more common in consumer electronics like smartphones and tablets. This is because it is popular and has unique qualities, like being able to recognize each person's ridges, valleys, and small points.

MEMS for Mobile Devices Industry Overview

The MEMS market is riddled with large-scale vendors that are capable of both backward and forward integration and command significant revenue generation capabilities. The level of competition in the market is moderately high, and it is likely to get worse in the years to come.

In October 2022, Bosch Sensortec announced its first IMU device, the BMI323, to include the I3C interface and the I2C and SPI interfaces. The BMI323 is a six-axis accelerometer and gyroscope designed for motion-sensitive applications in consumer goods. The BMI323 has a current consumption of 790 A in high-performance mode, using both the gyroscope and the accelerometer, compared to 925 A on the BMI160, representing a nearly 15% reduction.

In May 2022, Analog Devices, Inc. (ADI) released a three-axis MEMS accelerometer. The ADXL367 accelerometer reduces power consumption twice compared to the previous generation (ADXL362) while improving noise performance by up to 30%. The new accelerometer also has a longer field time, which increases battery life while decreasing maintenance frequency and cost.

Additional Benefits:

The market estimate (ME) sheet in Excel format
3 months of analyst support

1 INTRODUCTION

1.1 Study Assumptions and Market Definition
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

4.1 Market Overview
4.2 Industry Attractiveness - Porter's Five Forces Analysis
- 4.2.1 Bargaining Power of Suppliers
- 4.2.2 Bargaining Power of Buyers
- 4.2.3 Threat of New Entrants
- 4.2.4 Threat of Substitutes Products
- 4.2.5 Intensity of Competitive Rivalry
4.3 Assessment of the Impact of COVID-19 on the Market

5 MARKET DYNAMICS

5.1 Market Drivers
- 5.1.1 Increasing Acceptance of Miniaturization Trend
- 5.1.2 Increasing Demand for High-Performance Devices
5.2 Market Restraints
- 5.2.1 Highly Complex Manufacturing Process and Demanding Cycle Time
- 5.2.2 Lack of Standardized Fabrication Process

6 MARKET SEGMENTATION

6.1 By Type of Sensor
- 6.1.1 Fingerprint Sensor
- 6.1.2 Accelerometer Sensor
- 6.1.3 Gyroscope
- 6.1.4 Pressure Sensor
- 6.1.5 BAW Sensor
- 6.1.6 Microphones
- 6.1.7 Other Types of Sensors
6.2 By Geography
- 6.2.1 North America
- 6.2.2 Europe
- 6.2.3 Asia-Pacific
- 6.2.4 Latin America
- 6.2.5 Middle-East and Africa

7 COMPETITIVE LANDSCAPE

7.1 Company Profiles
- 7.1.1 Analog Devices Inc.
- 7.1.2 Bosch Sensortec GmbH
- 7.1.3 STMicroelectronics NV
- 7.1.4 InvenSense Inc. (TDK)
- 7.1.5 Goertek Inc.
- 7.1.6 Knowles Corporation
- 7.1.7 Murata Manufacturing
- 7.1.8 AAC Technologies
- 7.1.9 MEMSIC Inc.
- 7.1.10 BSE Co. Ltd