1. MEMS microphone review
electroacoustic transducer is a device that converts telecommunications into acoustic signals. Depending on the purpose, devices with small output power and listening near the human ear are generally called telephone receivers in the electroacoustic industry, and devices with low output power and listening near the human ear are called speakers.
acoustic and electrical transducer, commonly known as Transmitter, microphone, pickup , and microphone, is an energy conversion device that converts sound signals into electrical signals. According to the working principle, these microphones can be roughly divided into dynamic microphones, aluminum tape microphones, capacitive microphones, microphones, and currently used large-scale electret capacitive microphones and microelectromechanical (MEMS) microphones.
Classification and characteristics of common microphones
Source: Public information compilation
Compared with traditional ECM microphones, microphones using MEMS technology have the following advantages: they can SMT patches, which can withstand high temperatures; clear, natural voice, and easy to identify; they can be free from changes in temperature and voltage conditions, and have strong stability; they are well matched between chips, suitable for various noise reduction algorithms; built-in RFI suppression circuit, which can resist RF interference; small size and low power consumption.
ECM microphone and MEMS microphone performance comparison
Source: Public information sorting
2. MEMS sensor industry related policies sorting
MEMS microphone is an acoustic sensor that uses MEMS technology to convert acoustic signals into electrical signals. From the policy perspective, national policies strongly support the development of sensors, and domestic MEMS companies have a high-quality development environment.
Related policies of China's MEMS sensor industry
Source: Government public report, compiled by Huajing Industry Research Institute
Related reports: "Research Report on Market Panoramic Evaluation and Development Strategy of China Microphone Industry from 2022 to 2027" released by Huajing Industry Research Institute
3. MEMS microphone industry chain
From the perspective of the industrial chain, the structure of the MEMS microphone industry chain includes design, OEM, manufacturing, packaging and testing and system integration. Among them, the chip structure of the MEMS microphone can be further divided into two parts: MEMS Die and ASIC. The main structure in MEMS Die is a MEMS acoustic sensor composed of a diaphragm, back plate, and bracket. The ASIC contains charging pump , buffer amplifier, analog-to-digital converter and other circuit structures, which are used to perform impedance conversion, signal amplification, analog-to-digital conversion and other functions on the electrical signals output by MEMS Die. The voice electrical signal through the ASIC will be directly sent to the baseband chip , and subsequent voice encoding, encryption, modulation and other steps are performed.
MEMS microphone industry chain
Source: Public information sorting
IV. Analysis of the current situation of the MEMS microphone industry
Due to the rapid growth of smartphones, tablets and Bluetooth headsets markets, MEM microphone is one of the fastest growing MEMS devices in the past. Judging from the global MEMS microphone shipments, the global MEMS microphone shipments were nearly 5 billion in 2017. According to Yole data, the shipments of MEMS microphones will reach 8 billion in 2022, with a compound growth rate of 11% from 2020 to 2024.
Global MEMS microphone shipments from 2011 to 2022
Source: Public information compilation
From the perspective of market size, according to Helin MicroNan prospectus data, from 2013 to 2019, the market size of MEMS microphones increased from US$785 million to approximately US$1.7 billion in 2019, with an average annual compound growth rate of 13.74%.
Global MEMS microphone market size and growth rate from 2018 to 2025
Source: Helin MicroNan prospectus, compiled by Huajing Industry Research Institute
From the perspective of the market size of MEMS microphone fine components, according to relevant data, the market size of the entire market applied to MEMS microphone fine electronic components in 2019 accounts for about 6.83% of the overall MEMS microphone market size, and can be launched. From 2020 to 2025, the market size of microelectromechanical fine electronic components applied to the MEMS microphone field will grow from US$116 million to US$206 million.
2019-2025 Global MEMS microphone precision electronic parts market size
Source: Helin MicroNa prospectus, Yole, compiled by Huajing Industry Research Institute
5. The competitive landscape of the MEMS microphone industry
From the perspective of the market competition pattern, there is still a gap between domestic manufacturers and industry leaders. The core technology is mainly mastered by foreign manufacturers, and domestic manufacturers are mainly concentrated in the downstream of the industrial chain. At present, domestic manufacturers such as Goertek , AAC Technology , and Minxin Co., Ltd. are gradually developing core chips independently based on the local industrial chain, and the high-end replacement of domestic chips is gradually increasing. In recent years, China's MEMS microphone manufacturers have developed steadily. Lou's market share has dropped from 36% in 2019 to 31% in 2020, Goertek's share share has increased to 31% in 2019 and 32% in 2020, and AAC Technology's share has increased to 10% in 2019 and 12% in 2020.
2019-2020 global MEMS microphone industry market competition pattern
Source: Yole, compiled by Huajing Industry Research Institute
From the perspective of business revenue of various MEMS companies around the world, MEMS leading companies have an oligopoly monopoly pattern, and neck companies have diversified products and fierce competition. According to statistics, in 2020, the revenue of Bosch (Bosch) and Broadcom (Broadcom ) both exceeded US$10 billion, a significant lead. Among them, Bosch focuses on sports MEMS products and is in the automotive and consumer electronics fields; Broadcom focuses on radio frequency MEMS products.
Revenue of MEMS business of major global MEMS manufacturers in 2020
Source: Yole, compiled by Huajing Industry Research Institute
6. Future development trends of the MEMS microphone industry
1, downstream driver-automotive electronics. Today, smart cars have become the strategic direction of global automotive product development. Voice interaction, as an important way for smart cars to receive information and instructions, provides new development opportunities for MEMS acoustic sensors. At present, MEMS acoustic sensors are generally small in application in the automotive electronics field but have a large market space. According to Yole data, the global shipment of MEMS acoustic sensors in the automotive electronics field increased from 37 million to 185 million from 2018 to 2026, with an average annual compound growth rate of 22.42%, showing a rapid upward trend.
2, downstream driver-smartphone. Smartphones are the main application field of MEMS acoustic sensors. According to Yole data, the shipment of MEMS acoustic sensors in the smartphone field in 2020 was 3.3 billion, accounting for about 48.12%. With the rapid advancement of the construction of 5G globally and domestically, with the continuous popularization of 5G services in the future and the continuous development of the smartphone field, it will provide a broad market space for the development of the MEMS acoustic sensor industry.
3, downstream driver-intelligent wearable device. Smart wireless headphones are one of the important application areas of MEMS acoustic sensors. According to Yole's data, the shipment of MEMS acoustic sensors in the field of smart wireless headphones in 2020 was 1.1 billion, accounting for about 16.04%; it is estimated that the shipment in 2026 will be greater than 4.5 billion, and the market development potential is huge.
4. Technology-driven. Low power consumption and high performance are the development direction of MEMS microphones. At the same time, compared with a single microphone, microphone array technology can achieve voice enhancement and sound source positioning, which is one of the indispensable technologies for smart products; microphone array technology allows smart speakers to recognize far-field voice, and consumers do not have to call voice assistants through buttons; and sound source positioning can enable smart devices to enhance directional voice signals, thereby suppressing noise, obtaining clearer voice signals, and providing better intelligent services.
Huajing Intelligence Network is affiliated to Huajing Industry Research Institute, focusing on industrial and economic information and research in Greater China. Its main products and services currently provide include traditional and emerging industry research, business plans, feasibility studies, market research, special reports, customized reports, etc. It covers the fields of culture and sports, logistics and tourism, healthy elderly care, biomedicine , energy and chemical industry, equipment manufacturing, automotive electronics, etc., and also conducts in-depth research on emerging fields such as smart cities, smart life, smart manufacturing, new energy, new materials, new consumption, new finance, artificial intelligence , " Internet + " and other emerging fields.
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