MEMS for Cell Phones and Tablets report From a $2.2B business in 2012 to $6.4B by 2018! Market demand for new sensors will lead to a $6.4B market by 2018! MEMS devices are proliferating in mobile devices. We count 25+ sensors and actuators in production or in development for mobile applications, including MEMS accelerometers, MEMS gyroscopes, magnetometers, 6-axis e-compasses, 6-axis IMU combos, 9-axis combo solutions, silicon microphones, microspeakers, pressure sensors, humidity/temperature sensors, BAW filters and duplexers, MEMS switches and variable capacitors, silicon MEMS oscillators/resonators, micromirrors for picoprojectors, microdisplays, MEMS autofocus, IR sensors and micro bolometers, biochemical detectors & gas sensors, MEMS touchscreen, MEMS joystick, radiation detectors, MEMS fuel cells, energy harvesting, UV sensors, ultrasonic sensors and more! Mobile phones and tablets are becoming more sophisticated, and MEMS content is everincreasing. Indeed, MEMS sensors and actuators bring a strong value proposition at different levels: Navigation & environmental sensing Improved sound quality Better communication performance Improved visual experience + new tactile interface Increased battery life Infrared sensing The past 12 months have seen big changes. While in the past, cell phone MEMS were limited to three categories (inertial, microphones and filters), we’ve seen strong adoption of new device types targeting environmental sensing. Also, pressure sensors are being heavily adopted in flagship phones and tablets, and humidity sensors are being adopted in the Samsung Galaxy S4. All of these new MEMS killer applications are detailed in this report. Changes have even occurred in existing highvolume MEMS areas: Significant architectural changes have been observed in inertial sensors, with current strong adoption of IMU combo sensors. Likewise, a new opportunity has appeared with a camera module’s dedicated OIS gyroscope. A trend has appeared involving integration of a third MEMS microphone to provide HD voice recording (i.e. in the iPhone 5), in addition to the dual microphone architecture described in the last report. This trend is a market booster. Strong adoption of LTE in high-end platforms will boost the duplexer market for the next three years. The long-term outlook for MEMS companies is brighter than ever, as existing products and products just ramping up will drive solid growth over the next few years. Additionally, a new wave of MEMS products will enable further growth. This report describes why some of these emerging MEMS (speakers, oscillators, chemical sensors, switches, auto-focus, etc.) will ramp up in volume almost overnight, just as pressure and humidity sensors did in the past few months... More information on http://www.i-micronews.com/reports/MEMS-Cell-Phones-Tablets/1/379/

1. © 2013
MEMS for Cell Phones
and Tablets 2013
- From a $2.2B Business in 2012 to $6.4B by 2018 ! -
Samsung
Jawbone AMS
DelfMEMS
Sensirion
CSR
Wavelens

2. © 2013 • 2
MEMS for Mobile
Table of contents
• Introduction, Definitions & Methodology 5
• Executive Summary 20
1. Trends in the mobile phone and tablet market and drivers
for the integration of MEMS in mobile devices 46
2. Trends in sensor / data fusion 61
3. Competitive trends and supply chain analysis 85
– Competitive landscape: MEMS player ranking
– Value chain evolution
4. MEMS in mobile phones / tablets: 2012-2018 market
overview 103
– MEMS diffusion model and historical data on MEMS
attach rate
– 2012-2018 market synthesis
5. Inertial sensors, magnetometers 126
– Overview
– MEMS accelerometers
– MEMS gyroscopes
– Magnetometers
– 6-axis e-compass
– 6-axis IMU combos
– 9-axis combo solutions
6. MEMS microphones and speakers 185
– Silicon microphones
– Microspeakers
7. Pressure and humidity sensors 200
– Pressure sensors
– Humidity / temperature sensors
8. BAW, RF-MEMS and silicon timing 220
– BAW filters and duplexers
– MEMS switches and variable capacitors
– Silicon MEMS oscillators / resonators

3. © 2013 • 3
MEMS for Mobile
Table of contents
9. Optical MEMS: mirrors, display, AF, IR 274
– Micromirrors for picoprojectors
– Microdisplays
– MEMS auto-focus
– IR sensors and micro bolometers
10. Emerging MEMS for mobile devices 312
– Bio-chemical detectors & gas sensors
– MEMS touchscreen
– MEMS joystick
– Radiation detectors
– MEMS fuel cells
– Energy harvesting
– Others: UV, Ultrasonic…
11. Other sensors in mobile phones (non MEMS technologies) 344
– CMOS image sensors
– ALS, proximity, color sensors
• Conclusion and perspectives 373

4. © 2013 • 4
Objectives of the report
• The scope of this report covers:
– All MEMS devices integrated in mobile phones => not only sensors but also actuators
• MEMS accelerometers, MEMS gyroscopes, Magnetometers, 6-axis E-compass, 6-axis IMUs, 9-axis combo solutions, Pressure sensors, MEMS
microphones, BAW filters and duplexers, MEMS switches and variable capacitors, Silicon MEMS oscillators / resonators, Micromirrors for
picoprojectors, Microdisplays, MEMS Auto-focus, Infra-Red sensors, Humidity + Temperature sensors, Emerging MEMS
– All types of mobile phones (smartphones, feature phones and voice phones) + media tablets
• Basic e-readers not taken into account
• Amazon Kindle Fire and B&N Nook Tablet are counted as tablets. They are based on Android OS and provide advanced multimedia functionalities and
possibility to install applications from an app store
• The objectives of this report are the following:
– To provide a global overview of market data for MEMS components used in cell phones and tablets, including key market metrics & dynamics:
• Unit shipments and revenue by type of sensor
• Average selling price analysis and expected evolution
• Market shares with detailed breakdown for each player and major OEM contracts
– To provide an analysis of major technology trends for each device type:
• Current technologies and new development for future generations of products
– To provide a deep analysis of the challenges and opportunities for MEMS sensors and actuators in handsets and tablets:
• Description of the different drivers for integration and historical data on penetration of MEMS
• Which drivers for new MEMS devices, why will it start, what will market adoption be like?
• Different levels of software and trends for sensor fusion: strategies for integration in the system, major software specialists and end-applications
• Insight about architecture changes linked to the emergence of combo solutions and of MEMS data processing
– To provide a clear understanding of the MEMS value chain, infrastructure and players for the cellular handset and tablet business:
• List of major players for each device under consideration
• Analysis on the potential new entrants with disruptive technologies
• Description of the ecosystem and evolution of the value chain
– To analyze sensor fusion developments and emerging major end-applications, including indoor navigation and context awareness

5. © 2013 • 5
Who should be interested in this report?
• MEMS device manufacturers
– Evaluate market potential of future technologies and
products
– Understand the differentiated value of your
products and technologies in this market
– Build roadmap for modules: which type of
modules? When?
– Identify new business opportunities
– Identify potential strategic partners or technology
providers
– Monitor and benchmark your competitor’s
advancements
• MEMS foundries, material and equipment suppliers,
packaging houses
– Understand what are the applications that will drive
the volumes in 2018
– Identify new business opportunities and prospects
• Specialists of microcontrollers, baseband/ transceiver,
application processor…
– Spot new opportunities and define diversification
strategies linked to sensor / data fusion
• Mobile phone and media tablet OEMs
– Evaluate market potential of future technologies and
products to differentiate your products
– Evaluate the benefits of using these new technologies
in your end system, design architectures for the next
generation of systems
– Screen potential new suppliers able to provide new
functionalities, or cost and size savings
• R&D centers
– Evaluate market potential of future technologies and
products for new applicative markets
– Identify the best candidates for technology transfer
• Financial & strategic investors
– Understand the structure and value chain of the
cellular handset and media tablet industry
– Estimate the potential of new devices such as RF
MEMS tuners, oscillators, auto-focus, speakers…
– Get the list of the main key players and emerging start-
ups of this industry worldwide

6. © 2013 • 6
Companies cited in this report
AAC Acoustics, Analog Devices, Aichi MI, AKM, Alps Electric, Amazon, AMS, Apple, Aptina
Imaging, Asus, Atmel, Audiopixels, Avago, BlackBerry, BodyMedia, Bosch Sensortec,
Broadcom, Canon, Capella, Cavendish Kinetics, CSR, DelfMEMS, Discera, Epcos, Excelitas,
Fairchild, Freescale, Fujitsu, Gettop, Goertek, Google, Hillcrest Labs, HTC, Huawei, IDT, Intel,
Intersil, InvenSense, Jabra, Jawbone, Kionix, Knowles Acoustics, Lemoptix, LG, Marvell,
Maxim, mCube, Mediatek, MEMS Vision, MEMSensing Microsystems, Memsic, Micello,
Microvision, MiraMEMS, Mobiplex, Mosoro, Motorola, Movea, Murata, Nano-, EMS, Navisens,
Netatmo, NEWCO, Nextinput, Nokia, Nvidia, NXP, Omnivision, Omron, On Semiconductor,
Panasonic, Peregrine, PoLight, Pyreos, Qualcomm, RFMD, Rohm, Samsung, Sand 9,
Senodia, Sensirion, Sharp, Silicon Labs, SiTime, Sony, Spreadtrum, ST Microelectronics,
Synkera, Tactus Technology, TCL, Tessera, Texas Instrument, Toshiba, TreLab, TriQuint,
Trusted Positioning, Ublox, Variable Technologies, Visioglobe, Wavelens, Wispry, Withings,
Wolfson, Yamaha, ZTE and many more !

7. © 2013 • 7
Introduction
Market demand for new sensors will support lead to a $6.4B
market by 2018!
• MEMS devices are proliferate in mobile devices. We count 25+ sensors and actuators in production or in development for mobile applications, including
MEMS accelerometers, MEMS gyroscopes, magnetometers, 6-axis e-compasses, 6-axis IMU combos, 9-axis combo solutions, silicon microphones,
microspeakers, pressure sensors, humidity/temperature sensors, BAW filters and duplexers, MEMS switches and variable capacitors, silicon MEMS
oscillators/resonators, micromirrors for picoprojectors, microdisplays, MEMS auto-focus, IR sensors and micro bolometers, bio-chemical detectors & gas
sensors, MEMS touchscreen, MEMS joystick, radiation detectors, MEMS fuel cells, energy harvesting, UV sensors, ultrasonic sensors and more!
• Mobile phones and tablets are becoming more sophisticated, and MEMS content is ever-increasing. Indeed, MEMS sensors and actuators bring a strong
value proposition at different levels:
- Navigation & environmental sensing
- Improved sound quality
- Better communication performance
- Improved visual experience + new tactile interface
- Increased battery life
- Infrared sensing
• The past 12 months have seen big changes. While in the past, cell phone MEMS were limited to three categories (inertial, microphones and filters), we’ve
seen strong adoption of new device types targeting environmental sensing. Also, pressure sensors are being heavily adopted in flagship phones and tablets,
and humidity sensors are being adopted in the Samsung Galaxy S4. All of these new MEMS killer applications are detailed in this report.
• Changes have even occurred in existing high-volume MEMS areas:
- Significant architectural changes have been observed in inertial sensors, with current strong adoption of IMU combo sensors. Likewise, a new opportunity has
appeared with a camera module’s dedicated OIS gyroscope.
- A trend has developed involving integration of a third MEMS microphone to provide HD voice recording (i.e. in the iPhone 5), in addition to the dual microphone
architecture described in the last report. This trend is a market booster.
- Strong adoption of LTE in high-end platforms will boost the duplexer market for the next three years.
• The long-term outlook for MEMS companies is brighter than ever, as existing products and products just ramping up will drive solid growth over the next
few years. Additionally, a new wave of MEMS products will enable further growth. This report describes why some of these emerging MEMS (speakers,
oscillators, chemical sensors, switches, auto-focus, etc.) will ramp up in volume almost overnight, just as pressure and humidity sensors did in the past few
months. A nice 19% yearly growth is predicted for a market that reached $2.2B in 2012, and volume growth will be even more impressive, with 17.5B units
expected by 2018, up from 4.5B in 2012.

8. © 2013 • 8
Introduction
Sensor fusion is heating up with its first commercial
implementations!
• As sensor popularity enables new applications, software is key for obtaining the best performance and
functionalities. Sensor hubs appeared at the end of 2012 -- in Windows Phone architectures and also in some
Android platforms such as the Samsung Galaxy Note 2 and Galaxy S4, which integrate Atmel hub. This greatly
impacts the MEMS value chain, since successful products must offer the right level of software and be qualified
with sensor hubs possessed of the right timing.
• Sometime in 2013, evolution is still expected in value partitioning, in particular with sensor fusion integration
in the application processor. Also, as the value chain continues moving and new architecture appears, new killer
functionalities will hit the market. In particular, an ecosystem for context awareness or indoor navigation is put
in place, with technology demonstrations (such as Movea’s recent demo at CES) and release of the first
commercial chipsets enabling new sensor and data fusion concepts (Qualcomm iZat, Gimbal, CSR SiRFusion
Platform, etc.). The most recent end-user trends shaping demand for next-generation MEMS devices are
carefully analyzed in this report. In fact, one of the strongest impacts on sensor fusion architecture is the growth
of connected devices and the use of the cell phone as a hub.

9. © 2013 • 9
Introduction
A price war and market share erosion – all in the last year!
• A large, growing market often comes with a strong price decrease. This is true for MEMS in mobile devices, as was observed in
2012. Continuous competition between STMicroelectronics and InvenSense, and the arrival of a third player in gyroscope and IMU,
had a significant impact on pricing -- which decreased 25% in just one year! In the magnetometer area, the price decrease was even
more significant, at 35%. Also, Memsic’s aggressive pricing strategy forced market leader AKM to realign. Details are provided in
this report.
• While the big guys still dominate this field and possess most of the business (STMicroelectronics for gyros and accelerometers,
AKM for magnetometers, Knowles for microphones and Avago for BAW), things are changing. For example, in some cases we’ve
seen an erosion of market share, for reasons described in this report. In fact, our analysis shows that in one year, Knowles lost 19%
market share, AKM 8% and Avago 2% in their respective markets.
• Opportunities for challengers are emerging every day, driven by several factors:
- Technology shift linked to the demand for higher performance in order to enable new-end functionalities and integration levels (this
may be happening for magnetometers)
- New business models, such as integrating MEMS dies, which are sold off-the-shelf (typically by Infineon)
- Adoption of disruptive concepts for new sensors and actuators
• Out of the 20+ players currently doing business in mobile MEMS applications, only three have been able to successfully diversify
by enlarging their MEMS product portfolio. It’s a difficult achievement because Yole’s MEMS law remains valid: there is still no
standardization for MEMS products and processes. However, all industry players are actively looking to provide new functions and
launch new components.

10. © 2013 • 10
MEMS devices in volume in 2013:
• IMU combo
• Magnetometer
• MEMS microphones
• Pressure sensor
• Humidity + Temperature sensor
• BAW filters and duplexers
• Antenna tuner
Simplified view of TODAY (2013’s) smart-
phone board
MEMS in red

11. © 2013 • 11
New MEMS devices in volume in 2018?
• 9-axis combo
• Pressure + Humidity + T° combo
• More microphones!
• Silicon timing for XO / TCXO / 32kHz clock
• Antenna switching
• Gas / biochemical sensors
• Auto-focus
• MEMS mirrors
• Microspeaker
• Touchscreen?
• IR sensor?
Simplified view of TOMORROW (2018’s)
smart-phone board
MEMS in red
Joystick?
UV sensor?
LIDAR?
Ultrasonic sensor?
Radiation sensor?
…
Energy harvesting?

12. © 2013 • 12
New major trends
Shaping the demand for the next generation MEMS devices
Affordable smartphones
growing, brands get
increasingly involved
Phablets
New applications outside of
social networking and online
gaming
Cloud-based services
Demand for longer battery
life
“No-contract phones”
Multimedia applications,
Video streaming
Feature phones decline,
smartphones growth
More processing power
available
More data, more antennas
Envelope tracking / Carrier
aggregation in LTE-A
Higher level of integration
for RF, for sensors…
Context awareness
Driving the demand for more MEMS sensors and actuators
Driving the demand for
differentiation
(new types of sensors,
packages, functionalities…)
Wearable electronics
connected to smartphones
Standardization of interface
and MEMS specifications

13. © 2013 • 13
Smartphones and tablets: at the core of wearable
electronics / connected devices
Example of new devices (2/4)
Mosoro 3D-motion
NodeKore from Variable
Technologies
BodyMedia
• Integrates MEMS accelerometer (from Kionix and
ST) in his systems for fitness application
• We note that no gyroscopes are used presently.
This would enable more precise monitoring and
new sports applications, however power
consumption would be too high. It could be part of
larger systems in the future.
• After a wrist product that has to be worn during 6
months, BodyMedia is introducing a new product
tageting a much larger market: disposable patchs
worn during 1 week, that would be sold for $30.
Jawbone Up
Cell Phone
as a Hub

14. © 2013 • 14
Sampling
/ R&D
High
volume
Small
production
MEMS value proposition in mobile devices
DelfMEMS switch
Freescale pressure sensor
Polight MEMS
autofocus
Sensirion Humidity
Sensor
AudioPixel microspeaker
Sand 9 MEMS
Oscillator
NextInput SoftTouch
interface
TI temperature sensor versus
a competing thermopile
sensor
Wispry antenna tuner on cell
phone board
Thermal imager MuOptics
Mirasol display
STM 9-axis
Knowles microphones
Scanning mirror from
Lemoptix
Improved
visual
experience
Navigation &
environment
sensing
Sound
quality
Better communication
performances
New tactile
interface
Infra red sensing
Increased battery lifetime
Nectar fuel cell

15. © 2013 • 15
Successful companies are still large leaders
in distinct MEMS categories
Top 4 players have >50% market shares on 5 different MEMS markets,
although it starts to decrease in some cases

16. © 2013 • 16
L3G4IS dual core gyro
Teardown of Nokia Lumia 920
• This gyro is integrated in the cameramodule and is
able to provide both the image stabilization function
and the user interface function (replace the gyroscope
on the main board)

17. © 2013 • 17
More slides from the report…

18. © 2013 • 18
Available MEMS Reports
Trends in MEMS
Manufacturing &
Packaging
MEMS Cosim+
MEMS Manufacturing
Cost Simulation Tool
Ferro-Electric
Thin Films
MEMS
Microphone
Permanent Wafer
Bonding
Thin Wafer
Handling
Infrared Detector
Market, Applications
and Technology
Trends
Technology Trends
for Inertials MEMS
RF Filters, PAs,
Antenna Switches &
Tunability for Cellular
Handsets
Trends in MEMS
Manufacturing &
Packaging
Ferro-Electric
Thin Films
Motion Sensors for
Consumer & Mobile
applications
Uncooled Infrared
Imaging: Commercial &
Military Applications
IMU & Gyro for
Defense, Aerospace
& Industrial
Status of the
CMOS Image
Sensors
New!
3-Axis Consumer
Gyroscopes
New!
Emerging Energy
Harvesting
Devices
New!
MEMS Front-End
Manufacturing
Trends
New!
MEMS Pressure
Sensor
Sensor fusion of
acceleros, gyros &
magnetometers
MEMS Gyro
Patent Investigation

19. © 2013 • 19
Yole activities in MEMS
Media business
News feed / Magazines /
Webcasts
Reports
Market
Research
Consulting services
Market research,
Technology & Strategy
www.yole.fr