MEMS惯性传感器增长强劲，ST挑战TI龙头地位

法国的调查分析机构Yole Developpement在其“2011年全球MEMS厂商TOP30”报告中称，相对于2011年半导体行业整体市场年增率仅为0.4%（规模为2995亿美元），MEMS市场的年增长率高达17%，规模已达到102亿美元。目前，德州仪器（TI）和意法半导体（ST，受益于MEMS惯性传感器的强劲增长）是此领域的领头羊。

2011年全球MEMS厂商TOP30排名（销售额）CkHesmc

在高速发展的MEMS市场，ST因移动设备上运动处理的爆炸性需求，其销售额达到9.07亿美元，年增长率约50％。这也使得ST从2010年的第四名跃升至2011年的第二名。值得注意的是，占据龙头位置的TI的销售额仅是略胜于ST，为9.13亿美元。分析认为，TI的MEMS微镜已相对成熟，仅能保持个位数的增长，远不如ST的惯性传感器在消费电子领域的增长强劲。另外，ST也是全球领先的MEMS代工厂。 2011年MEMS领域的前四名仍是TI，惠普，博世和ST，不同的是，ST上升到第二名。惠普依旧是喷墨打印头领域最耀眼的明星，排在第三；而博世则凭其汽车应用领域的领先供应商身份排到第四。Yole表示，前四名厂商的MEMS销售额为33亿美元，而前30名厂商的出货量约占全球的80%。 Yole表示，移动装置市场为很大部分的传感器供应商带来超过40%的增长率。硅麦克风制造商Knowles凭借MEMS麦克风业务40%的增长率，从第18位跃升至第5位，销售额为3.62亿美元。磁力供应商的AKM也凭46％的年增率，销售额达到2.79亿美元，从第12位挤进前十，排名第8位。业界领先的MEMS陀螺仪fabless厂商InvenSense公司则因其多轴陀螺仪和运动传感芯片增长67％，销售额达到1.44亿美元而排名有所上升。MEMSIC公司更是靠着磁力计和加速计80％的跳跃式增长，首次出现在此排行榜上。 可以预见，保持高速发展的消费电子领域仍将是未来MEMS发展的重心。 另外，Yole的惯性传感器分析师Laurent Robin警示，整合了加速计和磁力计或是加速计和陀螺仪的惯性传感器将是未来增长的重点，那些只做加速计的厂商该考虑下未来如何发展了。 本文授权编译自EE Times，版权所有，谢绝转载 编译：Mayze Ye 参考英文原文，ST closes in on TI atop MEMS top 30 ranking

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{pagination} ST closes in on TI atop MEMS top 30 ranking Peter Clarke 3/26/2012 9:57 AM EDT SAN JOSE, Calif. – STMicroelectronics and Texas Instruments were the leading manufacturers of microelectromechanical systems (MEMS) components in 2011 in a market that grew 17 percent to reach $10.2 billion, according to Yole Developpement (Lyon, France). In contrast the semiconductor integrated circuit market grew 0.4 percent in 2011 to a size of $299.5 billion. In the vibrant MEMS market ST capitalized on exploding demand for motion processing in mobile devices to achieve a 42 percent jump in MEMS sales from 2010 to $907 million. This has taken ST from a ranking of fourth in 2010 to be effectively on a par with Texas Instruments. Yole estimates TI had MEMS sales of $913 million in 2011. TI's more mature micromirror MEMS business saw single-digit growth somewhat slower than ST's inertial sensor business for consumer applications. ST is also a leading foundry supplier of MEMS components. As in 2010 there is clear top four in MEMS, with Hewlett Packard continuing to be significant on the basis of inkjet printing MEMS production and Robert Bosch, a leading provider of MEMS for automotive applications now ranked fourth. The top four vendors sold $3.3 billion of MEMS products, Yole said. The top 30 companies accounted for almost 80 percent of total MEMS packaged device sales worldwide. The mobile device market drove 40 percent or better annual growth across a broad range of sensor suppliers, according to Yole. Silicon microphone maker Knowles Electronics jumped from 18th spot on the Yole ranking in 2010 to fifth on 40 percent growth in its sales of MEMS microphones to reach $362 million in sales. Magnetometer supplier AKM jumped 46 percent, to $279 million and eighth place. Meanwhile the industry's leading fabless MEMS supplier, InvenSense, saw its sales climb 67 percent to $144 million with multi-axis gyroscope and motion sensing chips. Memsic Inc. entered the top 30 with an 80 percent jump in its magnetometer and accelerometer sales. High volume consumer applications will continue to dominate the market but it will continue to evolve rapidly, Yole said. "Growth is now coming from combos of accelerometers and magnetometers and from combos of accelerometers and gyros, which started to ship in volume last year," said Laurent Robin, inertial MEMS analyst at Yole, in a statement. "Companies who make only accelerometers will have to change."

责编：Quentin