Revenue Growth Sounding Strong for Suppliers of Packaged MEMS Microphones, Latest Ranking From IHS Markit Reveals
October 18 2016 - 11:05AM
Business Wire
Knowles, Goertek and AAC ranked as the top three global
suppliers of packaged MEMS microphones for 2015, according to the
latest analysis from IHS Markit (NASDAQ: INFO), a world leader in
critical information, analytics and solutions.
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MEMS Microphone revenue of the top 10
suppliers in 2015. Source: IHS Markit (Graphic: Business Wire)
MEMS (micro-electromechanical systems) technology is utilized to
produce microphones used in laptops, hearing aids, wearables and
smartphones among many other products. Last year, MEMS microphones
remained the healthiest sensors segment for suppliers, in terms of
unit volume and revenue, said Marwan Boustany, senior analyst for
IHS Technology.
“Our updated analysis of 2015 MEMS microphone supplier market
share, shows that Knowles remained the dominant supplier with more
than two times the units and revenue of the second-place supplier,
Goertek,” Boustany said. “In addition to offering a wide range of
analog and digital output microphones for many applications,
Knowles has also started shipping its VoiceIQ ‘intelligent’
microphones with local processing as it seeks to address both
mobile and IOT applications.”
Strong growth for MEMS’ runner-ups
Goertek MEMS microphone units grew by an impressive 104 percent
CAGR between 2011 and 2015, thanks in large part to its design wins
in Apple, the IHS Markit analysis shows. Apple accounts for
approximately 70 percent (in units) of Goertek’s MEMS microphone
business in 2015. Goertek entered in large volume in the iPhone in
2014 and has since continued to increase its share; this has had
the impact of reducing the share of AAC and Knowles in subsequent
years.
While still solidly in third position among packaged MEMS
suppliers after Goertek, AAC has faced challenges from Goertek in
both Apple and in Chinese OEMs. This has resulted in a reduction in
unit volume shipped by AAC in 2015 of almost 9 percent, IHS Markit
says. However, AAC invested in a new technology for MEMS
microphones in 2016 when it officially partnered with Vesper MEMS,
a piezoelectric MEMS microphone start-up.
Boosting audio performance in handsets
The general adoption trend for microphones in smartphones has
been towards higher performance, IHS Markit says. Driving this
trend: OEMs want better quality audio for calls and hand-free
communication, noise cancellation, voice recognition such as Siri
and Google Now, as well as the availability of lower-cost
microphones due to the erosion of ASP (average selling price).
“These types of use cases also drive high-performance microphone
adoption in smart watches, tablets, noise cancelling earphones,
hearing aids and increasingly in automotive cabins,” Boustany
said.
Beyond performance, the average number of microphones per
handset increased in 2015 due to Apple adopting four microphones in
its iPhone 6S, with most other OEMs using two or three microphones
in their mid- to high-end smartphones, the IHS Markit analysis
shows. In tablets, smart watches and hearing aids, the number of
microphones is between one and two. Adoption of microphones in
automotive cabins can potentially exceed eight, depending on use
cases and implementation choices in the future.
Knowles tops list for die makers, too
According to the IHS Technology analysis, Knowles – which
produces its own microphone dies – holds the number one spot for
market share in MEMS microphone production, with a dominant 43
percent market share.
Infineon acts as the major supplier of MEMS microphone dies to
Goertek, AAC and BSE among others and stands solidly in second
place with a 31 percent market share. In third place is Omron,
which has supplied into STMicroelectronics, ACC and Goertek among
others and has a 13 percent market share, the analysis shows.
Neither Infineon nor Omron supply fully packaged MEMS microphone
die.
About IHS Markit
(www.ihsmarkit.com)
IHS Markit (Nasdaq: INFO) is a world leader in critical
information, analytics and expertise for the major industries and
markets that drive economies worldwide. The company delivers
next-generation information, analytics and solutions to customers
in business, finance and government, improving their operational
efficiency and providing deep insights that lead to well-informed,
confident decisions. IHS Markit has more than 50,000 key business
and government customers, including 85 percent of the Fortune
Global 500 and the world’s leading financial institutions.
Headquartered in London, IHS Markit is committed to sustainable,
profitable growth.
IHS Markit is a registered trademark of IHS Markit Ltd. All
other company and product names may be trademarks of their
respective owners © 2016 IHS Markit Ltd. All rights reserved.
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IHS MarkitDan Wilinsky, +1
303-397-2468dan.wilinsky@ihsmarkit.comorPress Team+1
303-305-8021press@ihs.com
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