This is a big problem for all of us. Yole's numbers are always higher, but they take into account many markets that are not electronics, where as ABI and iSuppli tend to exclude microfluidics and other non-electronic uses of MEMS. However, that does not explain the discrepancy between ABI and iSuppli, which may be due to categorical differences or other less savory reasons. Without a detailed audit of their calculation methods, its hard to say which is why :(
I felt the same way when I read over this story, even though I wrote it! I just couldn't resist adding on the part at the end about ST's new iNEMO software, which seemed the perfect example of what the analysts were saying about the maturing MEMS market :)
MEMS have been around for a long time. They just became popular in consumer electronics a few years ago, but they were in cars since air bags were invented. Its good to see ST advertising. They must be hungry.
@R. Colin Johnson: I commented few minutes ago under your colleague Peter Clarke's article on the same topic:
The numbers forecast by ABI & iSuppli don't correlate with each other that well. For example iSuppli is forecasting $2.1B by 2015 for smart phones & tablets. Yole Research has numbers that also don't correlate with what is cited above, by several hundred $millions!
The MEMS components in tablets & smartphones including pressure sensors, conmpasses, accelerometers & gyro's, add up to $2.1B according to iSuppli!
So I don't know which pontifications of these pundits to believe in!!
MEMS is going to be disruptive - taking away some other alternatives. The noise level is still high and as soon as they get over that, expect MEMS to change the game all over the sectors and industries