LONDON – MEMS foundries shared unequally in the MEMS market's 25 percent growth in 2010.
The top 20 foundries scored about $535 million in revenue in 2010, up 10 percent on the year before, as companies doing their own internal production grabbed share in consumer and automotive markets.
STMicroelectronics continued to dominate the MEMS foundry business, capturing $204 million in sales but there was change among the rest of the leading players.
Silex Microsystems AB (Jarfalla, Sweden) achieved 85 percent growth to $37 million in sales, largely on demand for its via-first, highly-doped silicon through-silicon-via technology. Sales at Asia Pacific Microsystems jumped some 60 percent, to $31 million, to move the Taiwan company into fourth position above Texas Instruments on $30 million.
However, large IDMs able to process MEMS on 200-mm diameter wafers captured most business and benefitted form recovery of the automotive market.
"In the future, the large IDMs like Bosch, STMicroelectronics and Panasonic will continue to capture much of the big growth in consumer MEMS markets," said Jean Christophe Eloy, CEO of Yole Developpement, in a statement. "And those foundries coming from the large volume semiconductor industry [such as TSMC] will become more and more important."
Yole Developpement estimates TSMC roughly doubled its MEMS revenues last year, to jump from about $10 million to about $20 million in MEMS foundry revenues. Other semiconductor industry companies, suc as XFab, TowerJazz and UMC also saw healthy growth, though remain relatively small players. Though not yet large enough to make the list, SMIC's MEMS foundry business is also growing, and Globalfoundries is planning an aggressive move into the MEMS market.
Though the specialty MEMS foundries may be serving lower volume customers, those applications include much specialized, higher margin business in optical, telecommunications and biomedical applications. "These foundries may not be seeing the same big growth, but they are making a good, profitable business," says Eloy. And there's a large and growing group of these larger specialty foundries increasingly separating themselves from the pack.
Sensonor vaulted onto the list in number third position, with $35 million in foundry business, as Infineon spun out the MEMS unit to make its tire pressure monitoring systems as a foundry. Texas Instruments, meanwhile, slipped to fifth place from second, on the slowing of demand for ink jet heads from Lexmark, as the maturing inkjet printer market slowed and transitioned from disposable to permanent heads.
STMicroelectronics $204 million
Silex Microsystems $37 million
Sensonor $35 million
Asia Pacific Microsystems $31 million
Texas Instruments $30 million
Dalsa Semiconductor $30 million
IMT $24 million
Sony $20 million
TSMC $20 million
Micralyne $19 million
Tronics Microsystems $15 million
Touch Microsystems $12 million
XFab $12 million
Semefab $11 million
Jazz $ 7 million
UMC $ 7 million
Silicon Sensing Systems $ 7 million
MEMSTech $ 5 million
Honeywell $ 5 million
Olympus $ 4 million
Even in the top 20 MEMS foundaries, a few companies dominate the list. The top company reported revenues that is almost 6 times what the next best had to offer, and 50 times what the 20th company earned. It almost seems like one huge company had cornered the market. Focusing on their niches would be the best way the rest of them can survive, and true enough, Silex Microsystems AB achieved 85 percent growth to $37 million in sales. That was astounding!
Kathy - http://www.cartridgeshop.co.uk
None in the Silicon Valley (which should be renamed to Web Valley; not much Silicon fab going on there any way!). Years ago there were quite a few (EG&G's IC Sensor Divsion, SciTech, etc) but now there are none, unless I am mistaken.
The $billions the experts are forecasting for the MEMS market, I wouldn't be surprised if there is an increased M&A activity later this year and next.
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