LONDON STMicroelectronics NV increased its sales by 10 percent to $1 billion in 2012, pulling out a lead of more than $150 million in revenue over its next closest rivals in Yole Developpement's annual ranking of the top 30 MEMS companies.
The MEMS industry overall saw another 10 percent growth year to become an $11 billion market in 2012, according to Yole. This was in a year when the semiconductor industry overall saw a 2 percent decline. The top 30 companies ranked in the chart below account for nearly 75 percent of the MEMS market, Yole said.
In 2011 ST was the joint leader of the MEMS market alongside digital micromirror maker Texas Instruments. ST pulled out a commanding lead in 2012 and Robert Bosch achieved even higher 14 percent growth, to $842 million in MEMS sales, pushing ahead of both Texas Instruments and Hewlett Packard for the first time to become the second-ranked MEMS firm.
Both ST and Bosch have expanding their consumer product lines including combination sensors in single packages for easier integration in smartphones and tablet computers.
ST, Bosch and other inertial sensor suppliers saw strong revenue growth despite a 20 to 30 percent drop in average selling prices for accelerometers and gyroscopes over the year. "ST increased unit production by 58 percent, to 1.3 billion MEMS devices in 2012, up to some 4 million units a day not counting its foundry business," said Laurent Robin, MEMS analyst with Yole, in a statement. ST's billion-dollar sales includes foundry work making inkjet heads for
Hewlett Packard that Yole estimates to have been worth about $200
million in 2012.
Despite such price falls InvenSense improved its position from 18 and revenue of $144 million in 2011 to joint 14 with sales of $187 million. Murata moved from being ranked 30 in 2011 to 16 in 2012 with sales of $179 million due to its acquisition of VTI Technologies Oy at the beginning of 2012.
Click on image to enlarge.
The top 30 MEMS companies ranked by sales in 2012. Source: Yole Developpement, April 2013.
Missing from the article -increase in %market capture of fabless vs. IDM MEMS companies. It seems that the big MEMS are in the IDM camp but encouraging trends like that of InvenSense bodes well for fabless.
Nice to see an industry growing! It should not surprise anyone though, given the widespread proliferation of tablets, smart phones, etc that employ MEMs. I was wondering what was the differentiator for ST vs the rest of the competition? Is it price, performance, volume, particular design wins, does anyone know?