IHS: TI regains lead in MEMS on DLP revival
4/6/2011 1:09 PM EDT
Germany's Bosch Group GmbH maintained its No. 3 ranking in the overall MEMS market and its leadership position in the sensor segment of the MEMS business in 2010,with MEMS revenue rising 46 percent from 2009 to reach $643 million, according to IHS. Consumer MEMS revenue for Bosch Sensortec grew by 51 percent in 2010 to reach $120 million, thanks to growth in accelerometers for cell phones, according to IHS. Bosch remained the fastest-growing company in the consumer accelerometer area, ahead of all its competitors in the consumer MEMS segment, including Analog Devices Inc. (which grew by 30 percent), Kionix Inc. (up 22 percent) and STMicroelectronics (up 10 percent), IHS said.
IHS expects Bosch’s consumer growth to continue. The firm said its analysts believe Bosch is preparing to launch a 3-axis gyroscope in 2011. Bosch has not made any official comments on the matter.
IHS estimates that Bosch’s automotive MEMS revenue grew by 45 percent in 2010 to $523 million, compared to 32 percent for the rest of the automotive MEMS market. Bosch's automotive MEMS sales benefited from factors including the rapid rebound in passenger car production, rising sales of luxury cars and strong demand for sensor-equipped cars in Germany, IHS said. Other factors boosting Bosch’s performance included the company’s strong position in pressure sensors for manifold air pressure sensors in China and new government mandates for automotive safety systems that require sensors, according to IHS.
STMicroelectronics was the fastest-growing company among the Top 10 MEMS suppliers in 2010, with its revenue increasing by 60 percent, IHS said. ST remained the No. 1 supplier in the rapidly expanding market for consumer electronics and cell phone MEMS, with revenue of $354 million, according to IHS.
STMicroelectronics has shipped 50 percent of the consumer accelerometer demand during the last two years, according to IHS. Because of this, ST cannot reasonably expect to increase its share significantly in the future, according to IHS.
As accelerometer revenue growth slows, ST has sought new growth drivers, investing heavily in gyroscope development in 2008 and 2009, which paid dividends in 2010, when gyroscopes brought in $117 million of revenue for the company and contributed 85 percent of the revenue growth of ST in the consumer MEMS area, IHS said.