ST drops in 2014 MEMS ranking, says IHS

March 26, 2015 // By Peter Clarke
Apple design losses have driven ST down IHS' MEMS ranking for 2014 but microphone design wins could drive a rebound in 2015, the market research firm reckons.

STMicroelectronics NV dropped to third position in ranking of MEMS vendors by 2014 sales, falling behind Texas Instruments, according to market research firm IHS. Bosch increased its lead in market, which it established in 2013.

The IHS ranking of MEMS suppliers for 2014 differs from that published by Yole Developpement – in which ST was ranked second – because it does not include foundry sales (see Bosch pulls ahead in 2014 MEMS top 30 ranking). Overall the annual MEMS market grew in 2014 by 5.7 percent to $9.46 billion, according to IHS.

Bosch #1

Bosch enjoyed a 16.6 percent increase in sales to $1167 million up from $1001 million in 2013 and held 12 percent of the fragmented MEMS market in 2014 compared to 11 percent in 2012.

Bosch took first place in 2013 thanks to design wins in the Apple iPhone 5s and iPad with its accelerometer. Apple boosted Bosch’s MEMS revenue in 2014 making it sole supplier of the pressure sensors added to the iPhone 6 and 6+. Bosch also enjoyed design wins with Sony for combination sensors.

Top 10 MEMS vendors in 2014 by revenue. Source: IHS.

Bosch's MEMS revenue accounted for more than a third of the Robert Bosch GmbH total in 2014 compared to less than 18 percent in 2012, IHS said.
Bosch's consumer success comes as an addition to the previously established penetration of its MEMS sensors into automotive. Bosch is the leader in automotive MEMS with 30 percent market share in 2014 and three times more revenue more than second largest automotive MEMS maker Denso.

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