MEMS & Sensors for smart cities

Transcription

1 From Technologies to Markets MEMS & Sensors for smart cities Claire TROADEC Mems Engineering Forum, Tokyo May 2016

2 FIELDS OF EXPERTISE Yole Développement s 30 analysts operate in the following areas MEMS & Sensors Imaging Photonics MedTech With 4 BUSINESS MODELS: o o Consulting and Analysis Market data & research, marketing analysis Technology analysis Strategy consulting Reverse engineering & costing Patent analysis Reports Market & Technology reports Patent Investigation and patent infringement risk analysis Teardowns & Reverse Costing Analysis Cost Simulation Tool Compound Semi. LED Manufacturing o Financial services M&A (buying and selling) Due diligence Fundraising Maturation of companies IP portfolio management & optimization Power Electronics Advanced Packaging Batteries/Power Management o Media i-micronews.com e-newsletter Technology magazines Communication & webcast services Events 2

3 SMART CITIES: KEY FACTS By 2050, the world will be one-third rural (34%) and twothirds urban (66%), roughly the reverse of the global rural-urban population distribution of the midtwentieth century. Cities today represent 2% of the world surface 50% of the world population 75% of the consumed energy 80% of the economic activity 80% of the green house emission World s urban and rural populations, (source: United Nations) Smart City definition from the UNECE (The United Nations Economic Commission for Europe) : our Smart City should be inclusive, resilient, safe, sustainable and more connected 3

4 URBAN AND RURAL POPULATIONS BY MAJOR AREAS Europe, with 73 % of its population living in urban areas, is expected to be over 80% urban by Africa and Asia, in contrast, remain mostly rural, with 40% and 48% of their respective populations living in urban areas in source: United Nations, 2014 study 4

5 URBAN POPULATION BY MAJOR AREAS The world s urban population is expected to increase by more than two thirds by 2050, with nearly 90% of the increase to take place in the urban areas of Asia and Africa. source: United Nations, 2014 study 5

6 DISTRIBUTION OF THE WORLD S URBAN POPULATION Cities are getting bigger and bigger source: United Nations, 2014 study 6

7 ESTIMATED AND PROJECTED POPULATIONS OF THE 10 LARGEST URBAN AGGLOMERATIONS In 2014, Tokyo was the world s largest city with an agglomeration of 38 million inhabitants, followed by Delhi with 25 million. source: United Nations, 2014 study 7

8 MEMS, A «TRANSFER FUNCTION» TECHNOLOGY Pressure sensor Pressure/environment sensor Hg tilt sensor IMU MEMS is a semiconductor technology thus enabling miniaturization and lower cost manufacturing of existing products Microphone VCM Syringe Microphone WL auto focus Micro needles Galvanometric mirror 2016, gas sensors as the next MEMS success (?) Micro-mirror Gas sensor MEMS gas sensor 8

9 SUMMARY OF TECHNOLOGIES OF IOT Markets & sensors THE OF SENSORS INTERNET OF THINGS Legend: Sensor Level of demand Main applications of IoT devices and sensors associated with Building Automation Light (IR, visible) Temperature Chemical (CO2) Accelero Contact Chemical Gas Healthcare & Life science Pressure Bio Sensors Temperature Inertial Chemical Light (IR, X-Ray) Consumer & Home automation Gyroscope Accelero Magneto Pressure Temperature Chemical Chemical Gas Chemical Microphone Transportation Gyroscope Pressure Accelero Temperature Magneto Microphone Industrial Environment Security & Public Safety Retail & Logistics Pressure Hall Effect Chemical Humidity Gyro Light (IR,XRay,THz) Light (IR/Optical) Magneto Light (IR,Optical) Accelero Temperature Gas Accelero Pressure Chemical Light (IR, visible) Magneto Temperature Temperature Pressure Chemical Chemical 9

10 SUMMARY OF TECHNOLOGIES OF SMART CITIES Markets & sensors THE FOR OF SENSORS SENSORS INTERNET OF SMART THINGS CITIES Legend: Sensor Level of demand Main applications of devices and sensors associated with smart cities Building Automation Light (IR, visible) Temperature Chemical (CO2) Accelero Contact Chemical Gas Healthcare & Life science Pressure Bio Sensors Temperature Inertial Chemical Light (IR, X-Ray) Consumer & Home automation Gyroscope Accelero Magneto Pressure Temperature Chemical Chemical Gas Chemical Microphone Transportation Gyroscope Pressure Accelero Temperature Magneto Microphone Industrial Environment Security & Public Safety Retail & Logistics Pressure Hall Effect Chemical Humidity Gyro Light (IR,XRay,THz) Light (IR/Optical) Magneto Light (IR,Optical) Accelero Temperature Gas Accelero Pressure Chemical Light (IR, visible) Magneto Temperature Temperature Pressure Chemical Chemical 10

11 IOT FOR SMART CITIES: AREA OF APPLICATION Today Building automation and Consumer & Home automation are the first areas to be served Building Automation Healthcare & Life Science Industrial Transportation Security & Public Safety Consumer & Home automation Environment Today

12 MEMS & SENSORS TRANSITIONING TOWARDS 3 MAIN HUBS INERTIAL ENVIRONMENTAL OPTICAL Accelerometer Gas / Particle Visible Gyroscope Pressure Proximity/ambient Magnetometer Temp/Humidity 3D 3D vision 6 9 DOF IMU Microphone Multi spectral Closed Package Hub Open Cavity Hub Optical Hub 12

13 MEMS & SENSORS TRANSITIONING TOWARDS 3 MAIN HUBS INERTIAL ENVIRONMENTAL OPTICAL Accelerometer Gas / Particle Visible Gyroscope Pressure Proximity/ambient Magnetometer Temp/Humidity 3D 3D vision 6 9 DOF IMU Microphone Multi spectral Closed Package Hub Open Cavity Hub Optical Hub Important hub for Smart cities! 13

14 CO VOC NOx O 3 CO Focus on Gas sensors 2016

15 WHY IS GAS SENSING BECOMING MORE IMPORTANT? The right technology at the right time Gas sensors are not new and several applications have existed for a while. Indeed, the use of gas detectors for safety purposes in industrial environment, for defense and patient ventilation control are quite mature already. We believe that the interest in gas sensing is becoming more and more important due to three main causes: - Driven by growing evidence on global air quality deterioration and increasing societal concerns, air pollution has become a major topic in our society - The emergence of new regulations (exhaust gases emission control, air quality monitoring at school ) are boosting the market - New technology developments (increase in sensitivity, miniaturization ) enable the emergence of promising new large volume applications 15

16 GAS SENSORS FORECAST IN US$M US $M value Total market Industrial From ~$560M in 2014 to ~$920M in 2021 From ~$560M in 2014 to ~$920M in 2021 Transport Environment Defense Consumer Medical Building 16

17 2014 GAS SENSOR MANUFACTURERS MARKET SHARE (IN US$ VALUE) A very fragmented business TOP 7 (> 5% market share) are City Technology, MSA, NGK NTK, Figaro, Bosch, Denso & Edinburgh Sensors. City Technology (Honeywell), MSA and NGK-NTK were leading the gas sensors market in

18 DETECTION PRINCIPLES The main principles what is the signal output? Technology Principle Output The big detection families Optical detection (FTIR, NDIR, photoacoustic) Calorimetric/Pellistor Electro chemical Metal Oxide Semiconductor ChemFET Acoustic It is based on wavelength absorption of the gas: NIR to MWIR sources are used for IR sensing/uv source are used for photo acoustic. It is based on burning target gases (it is mainly for combustible gases). It is based on a RedOx chemical reaction between sensors electrodes. It is mainly based on gas adsorption at the sensor surface. It is based on a change in mass/dielectric properties of a specific layer. It is based on the measure of travel time of ultrasound at a given distance to calculate propagation velocity of ultrasonic waves. Concentration is linked to velocity. A shift in wavelength is measured, correlated to the target gas. A shift in temperature/resistance is measured. A current intensity is measured. A resistance change is measured. A change in mass/dielectric constant is measured. Gas velocity is measured. Chromatography Gas is electrically charged. Output is electrical current. Chemiluminescence Chemiluminescence (sometimes "chemoluminescence") is the emission of light (luminescence), as the result of a chemical reaction. Output is light. 18

19 GAS SENSING TECHNOLOGIES COMPARISON ChemFET Resonant Acoustic Pellistor MOS Electrochemical NDIR FTIR mm² 10 mm² 1 cm² 10 cm² µgc Chemiluminescence 1k cm² Sensor surface No «Universal» solution for all possible applications Electrochemical NDIR Resonant Pellistor ChemFET MOS Acoustic µw mw 0.1W 1 W FTIR Chemiluminescence µgc kw Power consumption Resonant Pellistor FTIR Chemiluminescence MOS Electrochemical Acoustic µgc ChemFET NDIR $1 $10 $100 $1k $10k ASP 19

20 GAS SENSING TECHNOLOGIES COMPARISON Chemiluminescence Acoustic Resonant µgc Pellistor ChemFET No «universal» solution for all possible applications NDIR ppb Electrochemical MOS ppm Sensitivity ChemFET Pellistor Resonant 10sec NDIR Electrochemical MOS Acoustic Chemiluminescence µgc Response time 120sec 20

21 Environment Defense & Industry Medical Transport HVAC Consumer Volume CHEMICAL GAS SENSORS: LIFETIME VS. APPLICATIONS MOSFET is the technology with the most applications Printed Electro chemical IR Holographic Growing importance of MOS for consumer & transport. Electro chemical MOS IR still predominant in HVAC & industry Printed Electro chemical ChemFET Catalytic Electro chemical Resonant Acoustic IR PID, Chromatography, Chemiluminescence 2 years 5 years 10 years Lifetime 21

22 Environment Defense & Industry Medical Transport HVAC Consumer Volume WHO IS DEVELOPING WHAT? Few companies are focusing on optical solutions Printed Electro chemical IR Holographic New comers from the IC are entering the game for consumer (e.g., Bosch) Electro chemical Printed Electro chemical ChemFET MOS Catalytic Electro chemical Resonant Acoustic IR PID, Chromatography, Chemiluminescence 2 years 5 years 10 years Lifetime 22

23 2014 APPLICATIONS BREAKDOWN Industrial + Transport is about 75% of total market Gas Sensor Market - Applications breakdown Building 17,8% Industrial application remains the main market segment in value contribution Industrial 40,0% 2014 ToT ~ $564M Medical 2,5% Defense 0,4% Environment 6,1% Consumer 2,1% Transport 31,1% 23

24 GASES TO BE MEASURED BY MARKET SEGMENT 80/20 approach for the year 2014 Consumer HVAC Transport 20% 20% 20% 2014 ToT ~ $12M 2014 ToT ~ $100M 80% 80% 2014 ToT ~ $175M 80% Which gases are important for which segment? CO2 + VOC Others gases (CO, Aldehydes, BTEX.) Defense & Industry CO2 Others gases (Aldehydes, VOC, BTEX ) Medical O2 Others gases (NOx ) Environment 20% 20% 2014 ToT ~ $228M 2014 ToT ~ $14M 2014 ToT ~ $34M 80% 80% CO2 CO2 NOx VOC Hydrocarbons alcohol O2 H2 NH3 Toxic gases CO2 & O2 Others gases (NO, biomarkers ) O3, NOX, CO2 Others gases (CO2, BTEX ) 24

25 Conclusions 2016

26 CONCLUSIONS & OUTLOOK The gas sensors market is still a fragmented business with many players TOP 3 only accounts for 24% of total market in It attracts many new entrants, coming in a fabless/fablight model These new entrants announced ramp-up in volume very soon (CCMOS, NXP, AlphaSzenszor, KWJ, AMS ) The most important sensors for tomorrow s smart cities are : Environmental sensors: Humidity, Temperature, Light, and Gas sensors but also Infra-red sensors and accelerometers Gas sensors cost & miniaturization is a driving force for consumer and industrial applications (portability). It opens the way to new approaches: MEMS, optical integration, new approaches based on CNT. Arrays of 3 4 sensors are an interesting option to detect many gases to compete with too complex e-noses Trend is also to have multiple sensors ( environmental combos ) in a single package for cost/size issues. The goal is to have an environment-sensitive sensor module with different sensors: 3 to 4 different gas sensors, pressure sensor, microphone, humidity and temperature. This will be an open combo (at the opposite of inertial combos that require vacuum packaging for example). 26

27 RELATED YOLE REPORTS Gas sensors Report 2016 Released in Feb 2016 More info. here. Some slides from this presentation were extracted from the following reports Status of the MEMS industry 2016 To be released in Q Sensors & Technologies for the Internet of Things: Businesses and Market trends Released in June 2014 More info. here. 27

28 Yole Développement Market, technology and strategy consulting 2016

29 FIELDS OF EXPERTISE Yole Développement s 30 analysts operate in the following areas Imaging Photonics MEMS & Sensors MedTech Compound Semi. LED Manufacturing Power Electronics Batteries / Energy Management Advanced Packaging 29

30 4 BUSINESS MODELS o Consulting and Analysis Market data & research, marketing analysis Technology analysis Strategy consulting Reverse engineering & costing Patent analysis o Financial services M&A (buying and selling) Due diligence Fundraising Maturation of companies IP portfolio management & optimization o Reports o Media Market & Technology reports i-micronews.com website Patent Investigation and patent infringement e-newsletter analysis Communication & webcast services Teardowns & Reverse Costing Analysis Events Cost Simulation Tool

31 A GROUP OF COMPANIES M&A operations Due diligences Innovation and business maker Market, technology and strategy consulting Manufacturing costs analysis Teardown and reverse engineering Cost simulation tools IP analysis Patent assessment 31

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