New opportunities and emerging applications continue to boost the MEMS microphone market with strong new playersMEMS MICROPHONE MARKET GROWTH WILL CONTINUE TO SOAR OVER THE NEXT SEVERAL YEARSMEMS microphone market has been growing since its first appearance. The huge worldwide adoption of smartphones, each using more than one MEMS microphone, creates the wide integration and rocketing growth of the MEMS microphone market. Some smartphones are now using three microphones: one for voice capture, one or two for noise cancellation and one for voice recognition improvement.The Internet of Things (IoT) and wearable electronics applications are emerging markets for MEMS microphones: new opportunities will create new momentum in this fast growing business. Smart watch, smart glasses, smart home & building, and vehicle voice control will be promising applications in the next few years.Yole Développement believes that the MEMS microphone will remain one of the fastest growing MEMS components due to existing and new opportunities. The market will grow from $785M in 2013 to $1.65B by 2019. Shipments are expected to grow from 2.4B in 2013 to 6.6B units in 2019 which points to a market filled with opportunities for existing and new players.In this report, Yole Développement has completely re-examined and updated the MEMS microphone market data to provide you with a clear 2013 to 2019 market forecast.Medical and automotive MEMS microphone markets will grow, but the current markets are still small. The Internet of Things will definitely result in new opportunities for the automotive market. MEMS microphones facilitate man-machine communication and enable voice detection and control to make devices more effective. Increased device effectiveness will lead to greater opportunity.In this report, we will provide a complete overview of traditional applications – mobile phone, notebook, camera and tablet, other consumer electronics, medical applications, and automotive applications – as well as identify emerging applications.KNOWLES IS STILL ALIVE AND KICKING, BUT COMPETITION IS INCREASING!The MEMS microphone market is huge and has many opportunities. Big players compete with different approaches and new comers keep entering the market.The market is changing: Knowles’ domination is weakening; it has about 61% of the market now down from the 83% it had in 2010. However, total market expansion has increased Knowles’ MEMS microphone revenue from $173.5M in 2010 to $477M in 2013.Even though Knowles is still the market leader, other players are competing to take its market share. However compared to 2012, Knowles managed to regain some market share in 2013: iPhone 5S and 5C are using two microphones from Knowles and one from AAC Technologies (AAC). Other players still have a long way to go if they want to take market share from Knowles. For instance, after a business model change, Infineon Technologies’s MEMS die revenue has increased from $38M in 2010 to more than $70M in 2013. Despite almost doubling its microphone revenue, Infineon’s microphone business is still a fraction of Knowles.Chinese players are making progress in this business: 5 Chinese companies rank among the top 10 MEMS microphone players. Other new comers are appearing as well. STMicroelectronics is getting more market share due to their new contract with Apple for the iPad Air. In October 2013, InvenSense announced that it acquired Analog Devices’s MEMS microphone business line (MBL) including intellectual property, goodwill and certain tangible and intangible assets. What is InvenSense’s motivation? Is it a good deal? The report provides a general description of these two companies and analysis of this special case.The market is more mature than before: several big companies share the business instead of domination by one big company.We provide in this report an in-depth analysis of the competitive landscape with a focus on Chinese MEMS microphone players. The report also contains company profiles of the main players and descriptions of some new comers with new technologies or focuses.EVER CHANGING SUPPLY CHAIN AND BUSINESS MODELThe end user supply chain is changing: the battle to supply Apple is always a hot topic in this industry. Suppliers, such as AAC, Goertek and STMicroelectronics, are making an effort to get more market share through getting contracts from Apple. Who will be the next?For the MEMS microphone industry supply chain, changes are expected to happen. AAC acquired MEMSTech and started the first steps toward becoming an IDM. InvenSense acquired Analog Devices to enlarge its MEMS products portfolio. More changes are expected in the future. Traditional ECM players are trying their own MEMS design capabilities through mergers and acquisitions and/or R&D efforts. Will the business model of Infineon still work over the next few years? You can find the answer to this question in this report.