Jean Christophe Eloy, CEO of Yole Developpment, told a packed audience at the MEMS Forum at SEMICON Singapore that the MEMS market remains fragmented, but developments in foundries and new startups could accelerate the scale of the industry.
Very few applications have a market size above $200M and long development cycles have impeded the development of a strong ecosystem. Manufacturing is still based on the “one product, one process, one package” principal that constrains the growth of fabless companies and foundries. But standard process blocks are recognized as a key driver and several foundries seem to be optimistic about resolving the barriers to commercialization and scale.
According to Eloy, all the important successes in the MEMS industry in the past 5 years are linked to innovation in usage and packaging:
•The success of ST with accelerometers is linked to usage
•The success of Invensense is linked to packaging innovation
•The success of the silicon microphone is due to packaging innovation
•The success of pico projectors is a combination both new usage and new packaging
Most of the new MEMS developments are happening with startups. Yole has identified 30 startups in exciting new areas such as microbolometers, digital compasses and oscillators.
Check out the announced MEMS programs SEMICON West (luly 13) and SEMICON Europa (October 18-19).
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