微機電與感測器的全球商機及技術革新

iPhone 4 = MEMS microphone technology boon

(December 17, 2010) -- Highlighted by their adoption in Apple Inc.’s iPhone 4, microelectromechanical system (MEMS) microphones are set to achieve a more than 50% increase in shipments in 2010 and a fourfold rise by 2014, according to the market research firm iSuppli, now part of IHS Inc. (NYSE: IHS).
Global MEMS microphone shipments are set to expand to 695.6 million units this year, up 57.7% from 441 million in 2009, as presented in the attached figure. By 2014, shipments will rise to 1.7 billion units, four times the total for 2009.
Global MEMS microphone shipments forecast through 2014 (Millions of units). Source: iSuppli, December 2010
 
2006
2007
2008
2009
2010
2011
2012
2013
2014
Millions of units    
201.5
244.6
326.3
441.0
695.6
1014.2
1276.1
1525.2
1737.7
MEMS microphone forecast
MEMS microphones are tiny microphones that use a pressure-sensitive diaphragm etched on a semiconductor using microelectromechanical technology. They are commonly found in cell phones, headsets, notebook PCs and video cameras, replacing conventional electret condenser microphones (ECM).
"In a major milestone, Apple in 2010 employed MEMS microphones in the iPhone 4, the first time the company used the technology in the iPhone line," said Jérémie Bouchaud, director and principal analyst, MEMS, for iSuppli. "Although Apple previously used MEMS microphones in the fifth-generation iPod nano released in 2009, the company exclusively had been employing ECM technology in the iPhone line. With this move, Apple in 2010 will become the world’s second-largest buyer of MEMS microphones, behind Samsung Electronics Co. Ltd. Apple was the sixth largest buyer in 2009."
Although they are significantly more expensive than ECM devices, MEMS microphones provide a host of advantages in terms of size, scalability, temperature stability, and sound quality.
The iPhone 4 incorporates two separate MEMS microphones for noise suppression, a technique that reduces background sounds to improve the clarity of voice communications. Although noise suppression has been available since 2006, the arrival of Motorola Inc.’s Droid as well as the iPhone 4 has caused the popularity of the technology -- and of MEMS microphones -- to soar. The majority of smart phones by 2014 will use two or more MEMS microphones.
The mobile handset market in 2010 is the largest consumer of MEMS microphones, ahead of notebook PCs. Headsets will form the third largest user of MEMS microphones, due to their use by Apple. By 2014, mobile handsets and notebook PCs will still be the largest application for MEMS microphones, followed by slate-type tablets, such as Apple’s iPad.

Since establishing the business in 2003, MEMS microphone pioneer Knowles Electronics has maintained market dominance, with the company set to account for more than 80% of shipments this year. The company has benefitted from its strong intellectual property (IP) portfolio. However, competition is rising, with 3 of the world’s 5 largest MEMS microphone suppliers now being Asian suppliers of conventional ECM: AAC Acoustic Technologies Holdings Inc., BSE Co. Ltd. and Hosiden Corp. All of these traditional ECM suppliers recently added MEMS microphones to their portfolio. These companies buy MEMS die from Infineon Technologies, package and sell them, using their existing channels. Analog Devices Inc. is the only other pure MEMS company in the Top 5.An International Trade Commission ruling in November 2010 should make it easier for newcomers to compete with Knowles. A commission judge ruled that Knowles's silicon microphone patents were invalid.
For more information on this topic, see iSuppli’s upcoming report, entitled: MEMS Microphones Gain Volume in 2010 and Set to Make More Noise.
iSuppli market research reports help deliver vital information on the status of the entire electronics value chain. iSuppli’s MEMS & Sensors market research provides up-to-date, insightful coverage of the consumer, automotive, and high-value markets for MEMS, or microelectromechanical sensors. For more information, visit www.isuppli.com
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IPHONE4的出現,除了帶動MEMS產業,也讓不少的股票受惠
所以大家密切的注意之後的產品,如IPHONE5、IPAD2,哦耶

[VIA ELECTROIQ]

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