This article describes the characteristics of the MEMS.
MEMS sensors are the sensing foundation and data source of the new generation of information technologies such as the Internet of Things, artificial intelligence, and 5G, and have become a key foundation and an important engine for promoting economic and social development. This article combs the concept and classification of MEMS, technical advantages, application areas and market structure, discusses the status quo and characteristics of the MEMS industry chain, analyzes the opportunities and trends of industrial development, and provides suggestions on how to achieve industrial upgrading in my country.
Industry chain: OEM needs to be strengthened, and the packaging and testing links are competitive
Similar to the integrated circuit industry, the MEMS industry chain is also divided into three major links: upstream design-midstream manufacturing-downstream packaging and testing the industry division of each link is clear. Most of the major manufacturers in the MEMS industry are based on Fabless, such as Broadcom and Lou's. At the same time, there are also IDM manufacturers that are vertically involved in all links of the entire industry chain, which can improve brand competitiveness.
The domestic MEMS industry chain has a complete layout, but overall the industry is still in the initial stage of development. There is a huge gap between products in terms of accuracy and sensitivity and other performance indicators from abroad, and the scope of application is mostly limited to traditional fields.
Design link: The company has certain innovation capabilities, but the business overlap is high, the product positioning is low-end, and the overall industry revenue is small. MEMS design belongs to the high value-added link of the industrial chain. Domestic enterprise products are mainly mechanical sensors, which are at the low-end level in the market. The sales of enterprises are generally small. Except for the annual revenue of 200-300 million yuan from MEMSIC, a few companies such as Suzhou Minxin, Wuxi Xinaowei, Nanjing Gaohua and other companies have incomes of 10 million. Million level or product sales have not yet started.
Foundry link: The production capacity of technology authorized construction production line has not been opened yet, and the pure MEMS foundry is still in the industry introduction period. MEMS foundry can be divided into three types: pilot line, IC foundry and MEMS professional foundry. The pilot line is mostly based on universities and scientific research institutes, as the industry's common technology research and development platform, not for profit, and limited production capacity. IC foundry MEMS business is in its infancy, and its capabilities are relatively weak. Domestic design companies with a certain scale basically choose foreign foundries. In terms of MEMS professional foundry, at the end of 2015, the domestic manufacturer Naiwei Technology acquired the Swedish MEMS foundry Silex Microsystems, thus mastering the world's leading MEMS foundry technology in one fell swoop. In addition, a number of companies such as Hanking Microelectronics and Xi'an Lead Microsystems have also entered the field of professional MEMS foundry.
Packaging and testing: The packaging and testing mode of outsourcing MEMS chips is relatively mature, and companies that focus on acoustic MEMS products have certain international competitiveness. Although the domestic MEMS foundry lags behind the major international manufacturers, the packaging and testing technology started early and has achieved good results and has international competitiveness. Among them, Goertek and AAC Technologies, which use MEMS microphones as their main products, have a certain premium space because the business model is to purchase MEMS product IP from foreign design manufacturers and commission OEM manufacturing to complete the product packaging, testing and sales. , Has now ranked among the global MEMS TOP30 camp.
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