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June 30, 2008 Sanyo is entering the TOP30 MEMS manufacturers and STMicroelectronics is the fourth largest MEMS manufacturer according to Yole Développement , the consulting company that has published the fifth annual ranking of MEMS companies by sales.
The preliminary ranking published in January 2008, based on 2007 sales, has been updated, taking into account the identification of new players entering the MEMS business and also fine tuning the 2007 sales of the existing players.
Sanyo is now entering the Yole MEMS Top 30 ranking. With sales of $50M (MEMS foundry activity), Sanyo is now ranked behind Omron ahead of Silicon Sensing Systems.
STMicroelectronics had a great 2007 year: The MEMS foundry services to HP and Kodak and other companies increased but what is impressive is the multiplication by three of the acceleration sensor sales. Now STMicroelectronics is the number four MEMS manufacturer, just after HP, Texas Instruments and Bosch.
The rest of the Top 30 ranking is unchanged. Although automotive applications continue to fuel the MEMS market, the real driver for growth is coming from consumer applications. STMicroelectronics (in its consumer MEMS business unit), Analog Devices and Avago Technologies each record annual growth of more than 20 percent from 2006 to 2007 for MEMS integration in mobile phones, gaming systems and sports applications. With more than 35 percent growth rate in 2007 Knowles Acoustics with its MEMS Silicon Microphone and Avago Technologies with FBAR components are two of the fastest growing companies in the TOP 30.
Major facts for 2007 The 2007 sales of the last TOP 30 Company is $37M in 2007 (compared to $26M in 2006), showing an overall good health for the MEMS market.
Hewlett Packard is the first MEMS manufacturer with more than $850M in 2007, thanks to HP inkjet printhead based on its innovative Scalable Printing Technology unveiled in 2005 and good financial health of the company.
HP is supplanting Texas Instruments. The DLP RPTV sales are not as good as expected and this FPD technology is facing strong competition from LCD even for large size screens (more than 56"). TI also has a strong business in MEMS foundry services for Lexmark, that's why the total sales of TI are still increasing, compared to 2006.
Nine companies are above $200M in sales, compared to only four companies two years ago. Analog Devices is a newcomer, boosted by MEMS accelerometer demand for consumer applications.
"The sales of the top 30 companies are growing at a lower rate compared to the MEMS industry (seven percent compared to nine percent), indicating strong vitality of the small and medium players. Global TOP 30 sales are estimated to reach $5.6B representing about 80% of the global MEMS market," explains Jean-Christophe Eloy, CEO of Yole Développement.
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