Silicon Magnetic Sensors in Automotive and Consumer Applications

Transcription

1 Silicon Magnetic Sensors in Automotive and Consumer Applications Markets and Prospects Richard Dixon & Jérémie Bouchaud Senior Analyst MEMS & Sensors, Director & Principal Analyst MEMS & Sensors June 2011 Sensors Expo

2 The unique resources of IHS isuppli for MEMS and sensors coverage isuppli MEMS & Sensors team Four analysts and researchers Leading expertise in automotive MEMS, CE and mobile handsets, RF MEMS, magnetic sensors isuppli analyst teams specialized in Mobile handsets Displays Consumer electronics Computer systems New Nov Automotive isuppli acquired Screen Digest Dedicated analyst teams for gaming, TV technology IHS acquired isuppli Access to additional resources for automotive (Global Insights, Supplier Business, CSM), Defense (Jane s), Energy World-renowned teardown team Global coverage MEMS Microphones for Noise Cancellation Main PCB with MEMS Microphone, Accelerometer, E-Compass, BAW Duplexer Microphone PCB with MEMS Microphone Source isuppli Corporation Teardown Analysis Motorola Droid Mobile Handset

3 AGENDA Magnetic sensor market overview Automotive magnetic sensors Emissions drives engine management Safety mandates pushes life-saving ESC Motors get more intelligent Electronic Compasses everywhere Market Supply chain Applications Conclusions

4 Magnetic sensor market overview Market for silicon magnetic sensors (IHS isuppli) US$, millions Compass

5 Magnetic sensor market overview (preliminary) Market bigger than $1 billion in 2010 Grows robustly in next 5 years (double digit CAGR) Biggest applications by far automotive and compass Together 64% of total magnetic market in 2010 Together 73% of total magnetic market in 2015 Big influence of electronic compass CAGR = 25% All GPS phones will have compass in 2015

6 Market share of silicon magnetic sensor by technology (preliminary) Share of sensor by technology % 2% 0% 85% Hall AMR GMR Other (e.g. MEMS) Silicon sensors outgunning competition Potentiometers, Reed switches and microswitches Several advantages Non-contact so eliminate issues with wear, robustness Incorporating electronics on-chip for greater intelligence per area Lower cost and size Hall-effect sensors ICs and switches dominate silicon magnetic market Increasingly, AMR and also Giant Magneto-Resistance (GMR) sensors are used for high-performance applications Automotive and industrial motors

7 Supply Chain: major players make up almost 90% of market Top 10 hold 88% of market in 2010 AKM leading company again in 2010, ahead of Allegro Leading supplier of Hall elements (>50% of market) High-value electronic compasses Allegro #2 with 60% automotive and rest consumer electronics Micronas, Infineon and NXP with predominantly automotive focus Other significant = Melexis, Denso (captive to Toyota), Sensitec, austriamicrosystems. Very little foundry business X-fab, Advanced Microsensor

8 AGENDA Magnetic sensor market overview Automotive magnetic sensors Emissions drives engine management Safety mandates pushes life-saving ESC Motors get more intelligent Electronic Compasses everywhere Market Supply chain Applications Conclusions

9 Automotive Si-Based Magnetic revenues by technology Market for Magnetic Sensors by Technology (IHS isuppli) Millions of US$ Hall AMR GMR

10 Automotive Si-Based Magnetic revenues by technology Market grows 9% in next 5 years, majority Hall ICs Big jump in 2010 Passenger car recovery Inventory rebuilding Magnetic displacing micro-switches and potentiometers Hall under attack from AMR where performance counts GMR emerging in 2015 Hall ICs 85% of shipments, AMR 13%, GMR 2%

11 Pricing of sensors Automotive sensors expensive compared to CE / WG AECQ100 requirements (150 C under hood, lifetimes > 10 years) Depends on technology AMR > Hall GMR >> Hall depending on application Prices of type Simple switch, speed sensor or high-end programmable linear sensor with temperature compensation circuits Integrators consider price of engineered solution MR sensors offer wider air-gaps compared to Hall Can lower engineering tolerances at system level Often multiple solutions (redundancy) *sensor element + ASIC in first-level package, not including magnet)

12 Sensors in the body and engine Most applications are in body domain (35+ major applications identified, there are many more ) Mainly for Hall switches but also for linear and angular sensors Seat position, headrests, seat belt buckle presence. Acceleration pedal position Chassis height for active suspension Closed loop engine management, emissions legislation AMR 10% of camshaft today, better angular resolution than Hall / inductive Stop-start systems grow fast using True power on from Hall or AMR / GMR Downsizing position of turbocharger EURO VI in 2015 Emerging economies on compressed timeline, e.g. China In Beijing, legislation jumped from EURO I to IV equivalent in 10 years, now pushing for EURO V in 2012 for new cars / 2013 for all cars

13 and in safety systems WW harmonization on safety US, Canada, Australia, and new safety mandates for Europe and Korea (Japan) Multiple sensors for ESC Extended ABS system, 85% of cars Wheel speed, yaw rate, steering angle, lateral acceleration Hall from Infineon, Allegro for wheel speed AMR from NXP GMR grows slowly Without ESC, to persuade Canadians Euro NCAP Transport Canada Don t touch that dial! ESP system option

14 AGENDA Magnetic sensor market overview Automotive magnetic sensors Emissions drives engine management Safety mandates pushes life-saving ESC Motors get more intelligent Electronic Compasses everywhere Market Supply chain Applications Conclusions

15 Electronic Compasses everywhere

16 Compass is new market driver for silicon magnetic sensor IC market Impact of Compasses on Magnetic Market (IHS isuppli) US$, Millions All other Compass

17 Mobile phones and tablets adopt compasses big time Compasses support intuitive map orientation and augmented reality based on compass heading Apple pioneers, but Android and Mobile Windows 7 OS also help drive adoption Accelerometer and compass mandatory in new MS Microsoft OS 100% Android phones have compass Example Samsung Galaxy 5 Lowest price Android Smartphone on market Touch screen, but no ALS or proximity BUT a 3-axis navigation compass Tablets Start in 2010, big in 2011 with compass and pressure IPAD, Motorola Xoom. gotta have it

18 Gaming Sony Move, aided by 9-axis modules for ultimate gaming experience Slow movements ideal for compass, gyro handles fast turns Complement each other to give smooth response Handheld gaming with PSPII Augmented reality was big theme for first time at MWC 2011 Access to huge number of Android games developed for Smartphones

19 AGENDA Magnetic sensor market overview Automotive magnetic sensors Emissions drives engine management Safety mandates pushes life-saving ESC Motors get more intelligent Electronic Compasses everywhere Market Supply chain Applications Conclusions

20 Conclusions Automotive Market recovers quickly Driven by emissions, safety MR especially AMR grows for wheel speed applications and high performance requirements of engine management, steering applications Mobile and consumer Mobile device applications especially cell phones and tablets drive silicon magnetic market Very strong market growth (40% CAGR over next 5 years) No disruption to dominant manufacturing base in Japan