To download the latest issue
Feb 27th, 2013
Yole Développement recognizes STMicroelectronics as the first $1 billion MEMS company
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%.
“The company was there and ready with its 8-inch fab when the volume demand started, as well as a large portfolio of products and low prices,” notes Laurent Robin, Activity Leader, Inertial MEMS Devices & Technologies at Yole Développement. “They could use a feed-the-fab-strategy to build volumes, and discounts for buyers of multiple devices to meet the price demands of the cell phone makers.”
The morphing of the MEMS industry into a high volume consumer smart phone business has played to the advantage of big IDMs with their ability to ramp volumes to price aggressively, and to offer customers a wide variety of products from a single source to simplify the supply chain. The inertial sensor business also drove healthy 14% MEMS growth at Robert Bosch, boosting that big IDM’s sales close to those of long time industry leader Texas Instruments in a further reshuffling of the top companies lineup. Yole Développement will release its complete listing of the Top 30 MEMS companies early in April.
ST is now churning out some 4 million MEMS devices a day, offering not only inertial sensors but also now consumer pressure sensors, microphones, and e-compasses. The fully-integrated supplier has been able to optimize all steps in the process to wring out costs, from its mature standard manufacturing process for all inertial sensors, to its in-house ASIC design, to its long expertise in common LGA packaging across all products, to its high volume parallel testing developed on commercial equipment with SPEA, to its sales force that can sell and deal on the whole smart phone sensor line. The company has also pushed the manufacturing technology to bring down die size, replacing glass frit with narrower gold bonding frames and replacing big bond pads with smaller TSVs made by etching air gaps around polysilicon vias. And it turned to outside partnerships (microphone technology from Omron) and purchases (magnetometers from Honeywell) to get new products to market faster.
More MEMS news