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daleste
I don't think TI is moving too quickly to fab-lite. The built a new fab for ...
kinnar
DLP chips from TI is a very good patented technology, that has changed the way ...
IHS: TI regains lead in MEMS on DLP revival
Dylan McGrath
4/6/2011 1:09 PM EDT
Title-1
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.
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.
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yalanand
4/6/2011 1:50 PM EDT
Looks like TI is having dream week. It regained its no 1 position in MEMS, it acquired NSC to become new No 3. Way to go TI. INTEL , SAMSUNG watch out for TI.
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iniewski
4/6/2011 2:59 PM EDT
I think TI is very different than Intel or Samsung. For one half of its revenue is analog business now. And it almost does not own any fabs anymore, at least not the leading edge...I was impressed with ST CAGR of 60% shown in the table...Kris
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Joe Joe
4/6/2011 10:56 PM EDT
iniewski: Yes, I doubt TI is worried much about catching Samsung or Intel. They have completely different markets. By leading edge you must mean cmos not analog. I think they still run 65nm cmos in house. Clearly TI is the leader in analog process tech. By my count, TI has 11 internal fabs. The NSM purchase would bump it to 13. Their press releases also indicate they have 2 cleanrooms sitting empty from the SMIC and Spansion purchases.
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iniewski
4/6/2011 11:02 PM EDT
thank you Joe, yes by leading edge I meant 28nm or 22nm process line...needless to say in analog you don't need that feature size, and even 65nm would be overkill in most applications...but if I understand correctly TI is going fab-lite outsourcing lots of products to foundries, correct? Kris
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daleste
4/7/2011 9:47 PM EDT
I don't think TI is moving too quickly to fab-lite. The built a new fab for analog in Richardson. They will probably be moving National products to the new fab and shuttering some of the older ones. They run their analog products in house with only a small amount of digital outside.
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kinnar
4/7/2011 2:33 AM EDT
DLP chips from TI is a very good patented technology, that has changed the way the world was looking at projection. Since the projectors are finding its application in mobile phone, the TI's journey in DLP will be extended so long.
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