iPhone 4 and iPad Drive Consumer and Mobile MEMS Market

Thanks to the Apple iPhone 4 and iPad, TriQuint and STMicroelectronics saw microelectromechanical systems (MEMS) in consumer electronics and mobile devices revenues expand by 778.6% and 63.5% respectively in 2010. The iPhone 4 includes five separate MEMS devices, plus a third MEMS microphone in the headset, up from two in the iPhone 3GS. The iPad 3G contains three MEMS devices. According to IHS iSuppli, the iPhone 4 was a breakthrough product for MEMS suppliers. The iPhone 4 has been influential on the rest of the smart phone market as other companies emulate the device’s features. The iPad contained some of the same parts and had a similar effect.

IHS iSuppli Consumer MEMS Research Findings

  • TriQuint’s consumer and mobile MEMS revenue grew by 778.6% in 2010
  • TriQuint’s revenue was $74.7 million in 2010 (compared to $8.5 million in 2009)
  • TriQuint moved to the number 8 ranking from 16th place in 2009
  • STMicroelectronics posted the second-highest growth rate among the top ten suppliers (63.5%)
  • STMicroelectronics’ revenue was $353.6 million (compared to $216.3 million in 2009)
  • iPhone 4 was first smart phone to feature a gyroscope
  • iPhone 4 features an integrated 3-axis accelerometer, MEMS-based transmit modules and two small MEMS microphones for noise suppression
  • iPhone 4 and iPad 3G features a TriQuint’s TQM666092 transmit module for the WCDMA band 2
  • iPhone 4 features STMicroelectronics’ LIS331DLH MEMS accelerometer and L3G4200D MEMS digital three-axis gyroscope (also used in iPad)
  • STMicroelectronics accounted for 50 percent of global accelerometer revenue during the past two years

MEMS for Consumer Electronics and Mobile Devices Supplier
(Ranking by Revenue in Millions of U.S. Dollars)

2010
Rank
Supplier 2009
Revenue
2009
Share
2010
Revenue
2010
Share
2009-2010
Change in
Revenue
1 STMicroelectronics $216 16.8% $354 21.6% 63%
2 Avago $196 15.2% $207 12.7% 6%
3 Knowles $129 10.0% $189 11.5% 47%
4 Texas Instruments $169 13.1% $161 9.9% -4%
5 Bosch $80 6.2% $121 7.4% 51%
6 InvenSense $80 6.2% $94 5.7% 17%
7 Panasonic $62 4.8% $86 5.3% 39%
8 TriQuint $9 0.7% $75 4.6% 779%
9 Kionix $49 3.8% $60 3.7% 22%
10 Epson Toyocom $72 5.6% $58 3.6% -20%
  Others $225 17.5% $233 14.2% 3.3%
  Total $1,287 100.0% $1,637 100.0% 27.2%

More information: Consumer MEMS: The Sky is the Limit!