Not surprising the consumer market is where the money is, but I just see it to continue to grow as well as better MEMS coming out in the future.
Member of the semiconductor group at Patexia:
The Yole figure is for all ST MEMS manufacture - both as an IDM under its own brand and as a foundry.
By ST's own admission recently it did $650 million sales of foundry and IDM sales excluding its work for HP in 2011.
So, if Yole is right, that would mean about $250 million of MEMS work for HP. However, Yole, also has HP doing about $750 million of its own MEMS manufacture.
So it would seem that most HP printjet heads are made by HP but some are made by ST and the two combined made about $1 billion of inkjet MEMS in 2011. Hope that helps.
Interesting that you should say that because we have a special report that provides details of 250 companies in the MEMS sector, although that includes some suppliers of manufacturing equipment and EDA tools as well as IDMs, fabless and foundries. See the link in italics at foot of article.
Nice summary... HP & Robert Bosch are not often mentioned in the news in MEMS context but they have a big presence. Seems like the ones mentioned in the graph add up to greather $7B in sales so there are a number of small companies in the span between that number and $10.2B for 2011. It would be nice to do a coverage on these small companies and their potential to grow.