Dileep Kumar
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Knowles and Infineon top suppliers of packaged MEMS microphones and bare microphone dies
In a byzantine supply chain that revolves around the needs of Apple Inc., the global market for microelectromechanical system (MEMS) microphone chips is split into dual segments that are dominated by two suppliers: Knowles Corp. and Infineon Technologies AG.
Knowles of the US in 2013 was the biggest supplier of packaged MEMS microphones ready for assembly on printed circuit boards, according to a new report from IHS Technology.
Germany's Infineon, meanwhile, was the leader one layer below, supplying bare MEMS dies to MEMS microphone makers. Knowles accounted for 59 percent of the market's total revenue among packaged MEMS microphone suppliers, while Infineon owned 78 percent of the MEMS die trade in terms of unit shipments, as shown in the attached table.
These findings can be found in the report, "MEMS and Sensors Report - Microphones - 2014," from the MEMS & Sensors research area of the IHS Semiconductors & Components service.
Apple matters to MEMS microphone suppliers
Among microphone suppliers, Illinois- based Knowles remained far and away the leader, even managing to increase its revenue share last year to 59 percent, up from 55 percent in 2012.
Knowles has been particularly successful in growing its business, via high-performance microphones priced at a premium, for Samsung and particularly for Apple, which is the leading buyer of MEMS microphones and dictates supply chain dynamics in the area. Knowles supplies, for instance, two of the three high-performance MEMS microphones in Apple's iPhone 5s, as well as one of three in the iPhone 5.
MEMS microphones are increasingly important differentiators in smartphones, with the highest-quality devices proving helpful in ambient-noise cancellation and also in delivering crystal-clear audio in high-definition video. Apple was the first to use high-performance MEMS microphones, initially seen in 2012 with the iPhone 5, with Samsung then following suit shortly afterward via its Galaxy S4 and Note 3 smartphones. MEMS microphones are now also found in tablets like the Apple iPad, as well as in Apple headsets.
At a distant second after Knowles was AAC with 13 percent revenue share, followed by No. 3 Goertek with 7 percent share; both suppliers are from China whose business also heavily depends on Apple. AAC supplies one of the three high-performance microphones in the iPhone 5 and is now in the 5s, while Goertek is the main supplier for the MEMS microphone in the headset that sells along with the iPhone. AAC grew 8 percent, and Goertek had even greater growth at 35 percent as it started delving into high-performance microphones for mobile handsets.
Meanwhile, fourth-ranked BSE of South Korea reaped the benefits of supplying to Apple rival Samsung, pushing up the microphone maker's revenue by more than 250 percent from 2012 to 2013.
Rounding out the top five and tied in fourth place with BSE was French-Italian maker STMicroelectronics, which continued to see its MEMS microphone business expand after gaining impressive design wins in the iPad. Apple matters a lot to MEMS microphone suppliers - CIOL
In a byzantine supply chain that revolves around the needs of Apple Inc., the global market for microelectromechanical system (MEMS) microphone chips is split into dual segments that are dominated by two suppliers: Knowles Corp. and Infineon Technologies AG.
Knowles of the US in 2013 was the biggest supplier of packaged MEMS microphones ready for assembly on printed circuit boards, according to a new report from IHS Technology.
Germany's Infineon, meanwhile, was the leader one layer below, supplying bare MEMS dies to MEMS microphone makers. Knowles accounted for 59 percent of the market's total revenue among packaged MEMS microphone suppliers, while Infineon owned 78 percent of the MEMS die trade in terms of unit shipments, as shown in the attached table.
These findings can be found in the report, "MEMS and Sensors Report - Microphones - 2014," from the MEMS & Sensors research area of the IHS Semiconductors & Components service.
Apple matters to MEMS microphone suppliers
Among microphone suppliers, Illinois- based Knowles remained far and away the leader, even managing to increase its revenue share last year to 59 percent, up from 55 percent in 2012.
Knowles has been particularly successful in growing its business, via high-performance microphones priced at a premium, for Samsung and particularly for Apple, which is the leading buyer of MEMS microphones and dictates supply chain dynamics in the area. Knowles supplies, for instance, two of the three high-performance MEMS microphones in Apple's iPhone 5s, as well as one of three in the iPhone 5.
MEMS microphones are increasingly important differentiators in smartphones, with the highest-quality devices proving helpful in ambient-noise cancellation and also in delivering crystal-clear audio in high-definition video. Apple was the first to use high-performance MEMS microphones, initially seen in 2012 with the iPhone 5, with Samsung then following suit shortly afterward via its Galaxy S4 and Note 3 smartphones. MEMS microphones are now also found in tablets like the Apple iPad, as well as in Apple headsets.
At a distant second after Knowles was AAC with 13 percent revenue share, followed by No. 3 Goertek with 7 percent share; both suppliers are from China whose business also heavily depends on Apple. AAC supplies one of the three high-performance microphones in the iPhone 5 and is now in the 5s, while Goertek is the main supplier for the MEMS microphone in the headset that sells along with the iPhone. AAC grew 8 percent, and Goertek had even greater growth at 35 percent as it started delving into high-performance microphones for mobile handsets.
Meanwhile, fourth-ranked BSE of South Korea reaped the benefits of supplying to Apple rival Samsung, pushing up the microphone maker's revenue by more than 250 percent from 2012 to 2013.
Rounding out the top five and tied in fourth place with BSE was French-Italian maker STMicroelectronics, which continued to see its MEMS microphone business expand after gaining impressive design wins in the iPad. Apple matters a lot to MEMS microphone suppliers - CIOL
