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Acoustic MEMS and Audio Solutions 2017
Apr.2017

is_the_audio_business_an_opportunity_yole_report
6 490 €

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Description

flyer audio web 1

The market for MEMS microphones and ECMs, micro-speakers and audio ICs will be worth $20B in 2022.

The audio business is about to experience profound changes

Audio is becoming a key function of multiple existing and new products that increasingly has to be analyzed as a complete landscape compared to independent devices. From mobile phones to cars, from home assistants to drones, audio products like microphones, speakers and audio integrated circuits (ICs) are essential for all the new systems driving consumer electronic markets. The total audio business was worth more than $15B in 2016. With a compound annual growth rate (CAGR) close to 6%, in 2022, the audio device market will be worth $20B and become a key feature in all the applications it is involved in. And there’s clearly room for more added value in the audio supply and value chain, as well as other significant changes.

In 2016, Yole estimates that the MEMS microphone market has almost reached the $1B milestone, with a value of $993M. Combined with the $700M electret condenser microphone (ECM) market, now the acquisition of sound is almost a $2B value market. The µspeaker market is estimated to be worth $8.7B, (meaning speakers less than two inches in diameter). In addition to these two visible elements of the audio chain, the audio IC market, which includes codecs, digital signal processors (DSPs) and amplifiers, is estimated to be worth $4.3B in 2016.

This new Yole report describes the evolution of the three audio functions, microphones, speakers and audio ICs, technical trends, as well as the evolution of the strategies of the main players to capture a larger part of this fast-growing field.

Is the audio business an opportunity Yole report 

Microphones, microspeakers and audio ICs are at the heart of the ebullient audio ecosystem

With the emergence of virtual assistants like Alexa, Cortana, Siri, OK Google and Bixby, microphones are becoming mandatory as the central voice command hub. There is continuous improvement of audio quality including voice recognition, noise cancellation, wind cancellation and person identification. There has also been a multiplication of platforms embedding microphones, including smartwatches, hearables and cars. The microphone market will therefore expand continuously and reach more than 8 billion units by 2022, with an 11% CAGR. New technologies are also around the corner, potentially disrupting the existing equilibrium between MEMS microphones and ECM.

In the meantime, micro-speakers are also growing thanks to classical dynamic speakers and balanced armature technologies, both valued at $8.7B in 2016. These two technologies will compete in the future with MEMS speakers, which became a realistic prospect several years ago and will soon be available on the market. Yole expects market entry for MEMS technology within two years with a potential market value reaching $100M in 2022. Miniaturization and better audio quality are driving adoption, in addition to evolution of the existing technologies.

Between the microphone and the microspeaker, codecs, DSPs and amplifier audio ICs play a key role. This is where there is a huge battle in the smartphone and wearable industries to get access to functions. Audio IC suppliers and audio processing unit providers are hunting the best added value. Audio IC suppliers like Cirrus Logic, Realtek and Maxim Integrated are bringing added value through discrete components and highly valuable algorithms. Audio processing unit (APU) providers like Qualcomm, HiSilicon and Apple are trying to absorb this value by integrating audio ICs in the design of their application processor. Drawbacks and advantages of both solutions can be discussed but the future of audio ICs is currently undergoing deep changes. Yole estimates that the audio IC market will be worth more than $4.3B in 2016, reaching $6B by 2022.

This report describes the applications, technologies, and players associated with the microphone, microspeaker and audio IC market’s impending changes

The microphone market since 2005 Yole report 

A market targeted by giants

Since the early 2000s the microphone MEMS die market has been dominated by two giants. Infineon and Sony supplied more than 4 billion die chips last year to the top three MEMS microphone suppliers: Knowles, Goertek and AAC. This represents more than 70% of the market. This ranking has been established for a few years, but the market shares have been shifting quite rapidly. Knowles has been the undisputed leader since 2003, but is now challenged by its Chinese competitors Goertek and AAC, who are particularly aggressive on price and delivering products with improving performance. Newcomers like VesperMEMS are on track to take share in this market thanks to performance that is well suited for growing markets like wearables and mobile. At the other end of the audio chain, the microspeaker market is quite fragmented. There are lots of players, coming mainly from Asia, with several companies being both involved in microphone and speakers like AAC, Knowles, Goertek and others. New applications like wearables, hearables and portable sound systems are opportunities for new entrants like Audiopixel and USound to introduce their MEMS technologies and disrupt a market looking desperately for innovation. The audio IC company landscape is also experiencing profound changes. This includes M&A and deeper involvement of system makers, especially in consumer electronics, which brings players like Apple, and giants like Qualcomm and HiSilicon to integrate the added value into their devices, which squeezes the specialized IC makers.

This report provides a detailed vision of the player landscape, as well as an analysis of the value flow through the audio chain, which companies can win and the evolution of the total audio landscape that we can expect for the next five years

Audio players in the field Yole report 

Objectives of the Report

Ecosystem identification and analysis:

  • Determination of the application range
  • Technical market segmentation
  • Market trends and forecasts
  • Key players by market, and analysis

Analysis and description of markets and technologies involved:

  • Detailed applications per market segment
  • Major players worldwide
  • Technology trends
  • Main technical challenges

 

Table of contents

Table of contents and scope of the report 2


Introduction, definitions & methodology 7


Companies cited 12


Related reports 20


Executive summary 21


Introduction - Microphone 53


> Market segmentation
> 2017 Microphone market landscape by application
> 2017 Microphone market landscape by player

 

Market forecast 62


> MEMS microphone revenue and volume ($M, munits)
> MEMS microphone revenue breakdown ($M)
> MEMS microphone volume breakdown (munits)
> MEMS microphone revenue breakdown
($M, by application)

 

Technology trends 74


> Microphone specifications
> Emerging technologies
> Microphone manufacturing

 

Player and ranking 120


> Revenue and volume ranking
> Revenue breakdown by market
> Volume breakdown by market
> Revenue breakdown by application
> Volume breakdown by application
> Supply chain

 

Consumer trends 132


> Smartphone industry
> Headphones/Earphones
> Smartwatch industry
> Computing industry

 

> Robots/Toys/Home appliance
> Head mounted display (AR/VR/MR)
> Voice personal assistant

 

Automotive trends 158


Industrial trends 162


> Smart cities buildings
> Office/industrial headset
> Machine monitoring/Failure analysis
> Movie making industry

 

Medical trends 168


> Hearing aids
> Home care

 

Military trends 175


> Office building surveillance/Communications
> Weapons

 

Introduction – microspeaker 180


> Historical perspective
> Speaker market revenue and volume
(in $M and Munits)
> Application and player landscape

 

MEMS microspeaker market forecast 198


> Forecasted revenue breakdown
> 2010-2022 microspeaker shipment volume
(in Munits)
> 2010-2022 microspeaker revenue forecast (in $M)

 

Consumer trends 210


Audio solutions 225


> Audio signal processing chain
> Audio processor, DSP, Codecs, amplifiers

 

Strategy & value 244


Conclusion 252


 

 

 

Companies cited

 AAC Technologies
 AKM
 ams AG
 Analog Alchemy
 Analog Devices
 Apple
 ARM
 ASE
 Asus
 Audience
 Audiopixel
 Bosch Akustica
 Bosch Sensortec
 BSE
 CEVA
 Cirrus Logic
 CSMC
 CoolPad
 Dell
 Dialog
 DSP Concept
 DSP Group
 ESS Technology
 Foster
 Fujitsu
 Gettop
 Gionee
 Goertek
 Google
 GoPro
 Harman
 HiSilicon
 Hong Hsing
 Hosiden
 HP
 HTC
 Huawei
 Infineon
 Intel
 InvenSense

 Jawbone
 Knowles
 Lenovo
 Lingsen Precision Industries
 Maxim Integrated
 Mediatek
 Meizu
 MEMSensing
 MEMSTech
 Microchip
 MicroLink SensTech
 Motorola
 NeoMEMS
 Nokia
 NXP
 Omron
 Oppo
 Qualcomm
 Realtek
 Rohm
 Samsung
 SigmaTel
 Sony
 Sonion
 STMicroelectronics
 Suzhou Horn
 TCL
 TDK-EPC
 Tensilica
 Texas Instruments
 Transound Electronics
 TSMC
 UMC
 USound
 VesperMEMS
 Weifang XinGang
 XFab
 Xiaomi
 Yamaha
 ZTE…
 and more

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

KEY FEATURES OF THE REPORT

  • Microphone, microspeaker and audio IC market forecast in Munits through 2022
  • Microphone, microspeaker and audio IC market forecast in $M through 2022
  • Microphone, microspeaker, audio IC ecosystem mapping
  • Application trends: mobile and consumer, automotive, medical
  • Technology trends: MEMS, capacitive, piezoelectric, optical