According to IHS iSuppli's MEMS market tracking, apple and Samsung Electronics in 2011 is still consumed with mobile applications MEMS device's two biggest buyers, consolidate and expand the market position of control and influence.
Last year, apple and Samsung together have 37% of the consumer and mobile MEMS market, mainly because of its intelligent mobile phone and computer using various MEMS devices, such as accelerometers, gyroscopes, MEMS microphone and a bulk acoustic wave filters.Apple is one of the largest buyers, MEMS purchases the equivalent of $499800000, $2100000000 in consumer and mobile MEMS market occupies approximately 23% share.Samsung ranked second, purchase the forehead to be 291300000 dollar, occupy 14% of the share.Apple purchased last year than in 2010 when the $209200000 the amount of increase 139%, Samsung MEMS spending also compared to $201200000 in 2010 45% increase.
Apple and Samsung share so huge, that last 10 manufacturers in the other eight consumer and mobile MEMS devices purchases are not more than $100000000.Top 10 manufacturers in the other eight LG Electronics, is Sony, Nintendo, Nokia, Motorola HTC, Canon, and the now defunct Sony ericsson.
Mobile phone, especially intelligent mobile phone, and a tablet computer, changes in consumption and mobile MEMS devices purchase pattern.In 2011, according to the amount of computing, mobile phone and computer together have 60% of the consumption and MEMS market share, is expected by 2016 will rise to 67%.In contrast, games for the importance of the field have been worse than in 2007, when Nintendo is consumption and mobile MEMS devices is the biggest buyer.
Apple and Samsung dominance stems from their mobile phone and computer products was a great success, and several other big buyers in the two areas of product performance be inferior by comparison.For example, in an intelligent mobile phone market, Apple's iPhone warlords, and the number of intelligent mobile phone also force Samsung took considerable market share.
By virtue of one branch alone beautiful iPad, Apple Computer in the flat field dominance is more terrible.Even though Apple's tablet computer share over the next few years will decline, with its own strong flat products Samsung may also be the main beneficiaries, the result is a tablet computer field will still be in the big two under the control of.
IHS iSuppli company thinks, overall consumer and mobile MEMS market in intelligent mobile phone and computer drive will continue to grow.Because the apple and Samsung is expected in these products continue to maintain excellent performance, their effects at least in the next few years will not weaken.
Scale and dominant position can not be overlooked
Apple and Samsung in consumption and mobile MEMS market play a decisive role, two obvious benefits.In the two giants in front, MEMS suppliers must make concessions.
For example, the supplier knows, only to receive at least one giant appreciation, can only win the considerable market share.Otherwise, only the small, sales also go up not to go, to mass market competition.
Reportedly, win the Samsung business than Apple's orders to.Samsung follow the task is assigned to a number of suppliers, and even the same mobile phone platform also used a number of MEMS vendors.German Bosch, France - Italy and the United States Kionix meaning law semiconductor to Samsung supply accelerometer, and the United States InvenSense and st to Samsung gyroscope.The United States of America Knowles Elec ¬ tronics for a period of time was Samsung exclusive credible MEMS microphone supplier, but this year China Goertek into Samsung mobile phone.
The supply of product is more difficult to apple.Until recently, Apple has always insisted on the use of meaning law semiconductor for iPhone and iPad accelerometer and gyroscope.Last year, apple about meaning law semiconductor MEMS operating income of about half of the.Show no signs of Apple will soon replace suppliers, although other manufacturers had always longed for Apple's orders.But Apple recently a year is also slightly expanded the number of suppliers.Apple uses the American Knowles and Chinese AAC for iPhone 4 and 4S MEMS microphone; using the American analog semiconductor iPod nano 5th and iPad 2 supply device, AAC new iPad suppliers.
Effect of addition of supplier market share, apple and Samsung superiority also brought to its very be hardly worthy of belief purchasing power and strong negotiation ability.Therefore, they enjoy the price and the other with different manufacturers, Samsung and apple purchased accelerometer and gyroscope prices significantly lower than the other manufacturers.Apple and Samsung in the accelerometer on spending now than other mobile phone manufacturers to lower 20-25%, 10-15% cheaper gyroscope expenditure.
Such a low price, to want to get big two design manufacturers constitute an obstacle to.If you can't provide such a low price, then MEMS provider only with other manufacturers do business.In this case, the supplier can obtain more than apples and Samsung more favorable price, but chose to the two outside of the manufacturers supply, also means that the sales will be much less.
Other buyers are also exert influence; gyroscope is the best-selling MEMS device
Sony Ericsson mobile phone this acquisition in Sony Ericsson in the joint venture company after 2012, Sony's influence and purchasing power will be enhanced.When the year-end ranking was determined, expect Japan Sony will be ranked third, ahead of lg.
Taiwan Huawei HTC and China is current concern MEMS buyers.In 2011 HTC ranked seventh, but the MEMS consumption increases quickly, in intelligent mobile phone field performance is good, the flat computer is also very powerful.Huawei ranked sixteenth last year, thanks to its global high-end intelligent mobile phone market share rapidly expand, estimates MEMS consumption will increase, possibly among the top 10 MEMS buyers list.
On all consumer and mobile MEMS devices, gyroscope in 2011 operating income is highest, for $664000000.Accelerometer times, business income is 546600000 dollar.These two kinds of sensors to begin integrating became the six axis inertial measurement unit.
After 2015, consumers use the intelligent mobile phone and computer enthusiasm will begin to show signs of preliminary weakening, at the appointed time consumption and mobile MEMS market must find a magical application.The notebook computer may provide the opportunity to once again, especially super this may use present panel computer as the sensor elements.Earphone with interactive TV will be MEMS microphone and a MEMS motion sensor other promising market.
