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June © 2015
From Technologies to Market
Report
Sensors for
Wearable
Electronics &
Mobile Healthcare
2
SENSORS FOR WEARABLE ELECTRONICS AND MOBILE HEALTHCARE
Table of Contents
@2015 | www.yole.fr | Sensors for Wearable Elec...
3
WHO SHOULD BE INTERESTED IN THIS REPORT?
@2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare
Inte...
4
Adidas,AiQ,Apple,Atmel, Basis, Beurer, Bosch, Cambridge CMOS Sensors, CEA Liten, China Mobile,
Cisco, Darpa, Fitbit, Fra...
5
INTRODUCTION
2015, starting year for wearable ?
This report
synthetizes
the status of
the 2015
sensor
industry for
weara...
6
THE RISE OF THE WEARABLE ELECTRONIC
Technologies
are now
ready…
@2015 | www.yole.fr | Sensors for Wearable Electronics &...
7
DRIVERS FOR WEARABLE AND MOBILE CARE APPLICATIONS
Two markets
are mature to
perform well
@2015 | www.yole.fr | Sensors f...
8
MEMS & SENSORS ROADMAP
From More than Moore towards Beyond Law
MEMS &
Sensors
enable key
functionalities
…
Current
battl...
9
WEARABLE: PART OF INTERNET OF THINGS WAVE
The human is a connected object
An industrial
chain similar
to IoT
chain…
@201...
10
MEMS & SENSORS : THE 5 SENSES…
MEMS &
sensors
devices bring
increased
functionalities
…
@2015 | www.yole.fr | Sensors f...
11
MARKET SEGMENTATION
THREE PURPOSES
Manage Health
-
Manage Illness
-
Manage
Productivity
@2015 | www.yole.fr | Sensors f...
12
ADOPTION ON THE CONSUMER MARKET
Google Glass didn’t cross the small chasm…
Fitness
trackers will
experiment the
big cha...
13
MEMS AND SENSORS LIFE CYCLE
Many growing MEMS and sensors could benefit to wearable
Many sensors
are growing,
and even
...
14
KEY ATTRIBUTES OF WEARABLE TECH PRODUCTS
6 key
attributes that
make a big
difference
@2015 | www.yole.fr | Sensors for ...
15
MAPPING OF A TYPICAL 2015 SMARTWATCH
2015 Golden rule: Smaller sensors for a bigger battery
Available
space and
battery...
16
APPLICATIONS BREAKDOWN – 2012/2020
Consumer
market will
exceed
200Munits by
2020
@2015 | www.yole.fr | Sensors for Wear...
17
SMARTWATCHES MARKET IN 2013, 2014 & 2015
And Apple
disrupted the
market…
@2015 | www.yole.fr | Sensors for Wearable Ele...
18
FITNESS/ACTIVITY TRACKER MARKET IN THE PAST AND NOW
Fitness
tracker is a
fragmented
and
competitive
market
@2015 | www....
19
GOLDEN RULE: SMALLER CHIPS, BIGGER BATTERY
Smaller chips,
bigger battery
@2015 | www.yole.fr | Sensors for Wearable Ele...
20
APPLE WATCH TEARDOWN
Wearable
devices are
very close to
smartphones
…
@2015 | www.yole.fr | Sensors for Wearable Electr...
21
ACCELEROMETER
Typical package footprint for inertial sensors used in mobile devices
Sensor
vendors
business
model is
ev...
22
STMICROELECTRONICS IMU LSM6DS3
STMicroelectr
onics reduced
the footprint
of their latest
IMU by 50%
to fit with
wearabl...
23
RELATED REPORTS
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Wearable electronics is one of the consumer
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Samsung, Xiaomi, and Huawei are no...
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Sensors for Wearable Electronics & Mobile Healthcare 2015 Report by Yole Developpement

  1. 1. June © 2015 From Technologies to Market Report Sensors for Wearable Electronics & Mobile Healthcare
  2. 2. 2 SENSORS FOR WEARABLE ELECTRONICS AND MOBILE HEALTHCARE Table of Contents @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare • Executive Summary 13 • Introduction,Definitions & Methodology 14 • AboutWearables 31 • Applications and Market Segmentation 44 • Sensors for wearables 52 • Key Attributes and Mapping of aWearable Device 59 • Devices & Sensors for Consumer Market 68 • Inertial Sensors • Microphone • Gas/Environmental • Pressure • NFC • Devices & Sensors for Healthcare 96 • Devices & Sensors for Industrial/Defense 135 • Forecasts on GlobalWearable Market 149 • Forecasts by Device 156 • Forecasts by Sensor 195 • Sensor for Consumer • Sensor for Healthcare • Sensor for Industrial/Defense • Technical Challenges 213 • Sensor Fusion 226 • Packaging 238 • FDA Regulation and Supervision 256 • Consumer Market Analysis 274 • Conclusion & Perspectives 286 • Yole’s Presentation 291
  3. 3. 3 WHO SHOULD BE INTERESTED IN THIS REPORT? @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare Integrators Understand the system level technology trends and requirements for each application Evaluate market potential for your components depending on performance and technology Understand the differentiated value of your products and technologies Identify new business opportunities and partners Monitor and benchmark your competitor’s advancements OEM, integrators Evaluate the market potential of your product portfolio Define diversification strategies on new applications Find the best technologies to integrate and the best suppliers depending on your target markets Identify new business opportunities and partners Have an exhaustive analysis of the competition on a broad range of IMU field Material supplier, manufacturing service companies Spot new business opportunities and prospects Understand the level of activity of your customers Understand what are the applications that will drive the volumes in 2017 Government agencies Find the best technologies to integrate and the best suppliers depending on your target markets Understand what will be the future applications to develop and benefit from the recent advances in inertial technologies Define technology roadmap / evaluate the benefits of using new technologies in end systems, design architectures for the next generation of systems Screen potential new suppliers able to provide new functionalities, or cost and size savings R&D centers Evaluate market potential of future technologies and products for new applicative markets Identify the best candidates for technology transfer Financial & strategic investors Understand the structure and value chain of the high-end inertial industry Estimate the potential of new technologies (tactical/inertial navigation MEMS, navigation-grade HRG…) Get the list of main key players and emerging start-ups of this industry worldwide
  4. 4. 4 Adidas,AiQ,Apple,Atmel, Basis, Beurer, Bosch, Cambridge CMOS Sensors, CEA Liten, China Mobile, Cisco, Darpa, Fitbit, Fraunhofer, Garmin, Google, Hillcrest Labs, Honeywell, HTC, Huawei, IBM, Imec, Infomotion SportsTechnologies, Intel, InvenSense, ITL, Jabra, Jawbone, Johnson & Johnson, Kionix, Knowles Electronics, LG, LumoBack, MC10 Inc., Marlow Industries, Medtronic, MEMSIC, Micropelt, Microsoft, Misfit, Motorola, Murata, Mio, Navisens, Nike, Nintendo, Nokia, NXP Semiconductors, OMRON, Philips, Polar, Pebble, Proteus, Raytheon, Samsung, SemTech, Sensirion, Sharp, SiTime, SiLabs, SmartThings, Sony, STMicroelectronics, SynkeraTechnologies,Teledyne DALSA,Texas Instruments, Tronics MicroSystems,TSMC,VariableTechnologies,Vital Connect,Withings, Xiaomi, X-Fab MEMS Foundry, Zephyr… @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare COMPANIES CITED IN THIS REPORT
  5. 5. 5 INTRODUCTION 2015, starting year for wearable ? This report synthetizes the status of the 2015 sensor industry for wearable and mobile care and also future trends @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare This document is an all new report of Yole Développement, about current trends in wearable and mobile care devices.This report will cover technology trends, applications trends, and will provide all the data and insights required to understand the market of wearable and mobile care. Applications are described in a synthetic way in order to provide rapid access to key information (functions, specification, technical solution, geography, trends, and market evolution) and graphical representation of the industrial chain This report combines the best ofYole’s knowledge in the consumer sensor industry and in the medical sector. Yole regularly participates in industry conferences and tradeshows worldwide, and has close relations with most market leaders.This report synthetizes the status of the 2015 sensor industry for wearable and mobile care and also future trends.
  6. 6. 6 THE RISE OF THE WEARABLE ELECTRONIC Technologies are now ready… @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare Recent advances in telecommunications, microelectronics, sensor manufacturing and data analysis techniques have opened up new opportunities for using wearable technology in daily life to achieve a range of health outcomes. Why do we note such interest in wearable technologies and why do we see now such interest on the consumer market and not before? Many factors are converging to ease wearable technology integration including expanded wireless capacity (Bluetooth, Wi-Fi, WiMAX, and LTE), cellular market expansion who slows down and the need for technological companies to establish new revenue streams, in the continuously decreasing cost of data, and the significant backing from huge companies including Google, Apple, and others. However, in the past, the size of sensors and front-end electronics made it too difficult and offered inaccuracy data to use them in wearable tech to gather physiological and inertial data. With the advent of sensors integrated in smartphones initiated in 2007, wearable simply benefits from the smooth evolution of accurate technologies already integrated in smartphones. Today, with smaller circuits, microcontroller functions, sensor fusion and wireless data transmission, wearable sensors are now ready to flood the market...
  7. 7. 7 DRIVERS FOR WEARABLE AND MOBILE CARE APPLICATIONS Two markets are mature to perform well @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare Wearable and Mobile Care Point of Care Hospital Care Everywhere Care Smartphone & Tablet revolution TimeLevel of integration Feature Phones
  8. 8. 8 MEMS & SENSORS ROADMAP From More than Moore towards Beyond Law MEMS & Sensors enable key functionalities … Current battleground of the industry 1980 2010 2030 Industry competition Moore Industry competition More than Moore Industry Competition Beyond Moore LaptopPersonal Computers Smartphones Autonomous vehicles Robotic Servants Quantified self Drones Acceleration Sensing Interaction age Processing Information age Actuating Enhancement age Tablets Smart homes 2040 @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare Telekinesis TODAY
  9. 9. 9 WEARABLE: PART OF INTERNET OF THINGS WAVE The human is a connected object An industrial chain similar to IoT chain… @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare Sense Collect and transmit (& store) Analyze + Services Devices Measurements Applications Video conference, Email, SMS, Mail, Phone Feedback Biometrics Secured Data … … …
  10. 10. 10 MEMS & SENSORS : THE 5 SENSES… MEMS & sensors devices bring increased functionalities … @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare Smell Hearing Taste Sight Touch microphones Gas sensors Force & touch sensors Humidity sensors microbolometersCMOS Image sensor
  11. 11. 11 MARKET SEGMENTATION THREE PURPOSES Manage Health - Manage Illness - Manage Productivity @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare Healthcare/Medical Industrial / DefenseConsumer Wellness Patient monitoring Soldier/Worker safety Infotainment Life style Professional sport Soldier/Worker productivity Workload management … … … … … …Manage Health Manage Illness Manage Productivity
  12. 12. 12 ADOPTION ON THE CONSUMER MARKET Google Glass didn’t cross the small chasm… Fitness trackers will experiment the big chasm very soon… whereas smartwatches are expected to cross the big chasm thanks to smartphones @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare Innovators Early adopters Early majority LaggardsLate majority Pre-chasm : requires an ambidextrous approach to product development alongside marketing to achieve product-market fit Google Glass making the transition between visionaries (early adopters) and pragmatists (early majority)
  13. 13. 13 MEMS AND SENSORS LIFE CYCLE Many growing MEMS and sensors could benefit to wearable Many sensors are growing, and even more are emerging… @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare Emerging Growing DecliningMature
  14. 14. 14 KEY ATTRIBUTES OF WEARABLE TECH PRODUCTS 6 key attributes that make a big difference @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare Hands- Free Always-On Environment -Aware Connected Attention- Getting Development Platform Source: MIT, KPCB Voice/Gesture recognition Low Power consumption Instant wake Background working/sensing Accelerometer Gyroscope IMU Compass Camera Microphone Environmental sensor Wi-Fi Cellular Bluetooth NFC Less distracting with notifications Short interaction 3th party apps API partners Accessories
  15. 15. 15 MAPPING OF A TYPICAL 2015 SMARTWATCH 2015 Golden rule: Smaller sensors for a bigger battery Available space and battery size limit sensor’s integration… @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile HealthcarePictures courtesy of Apple Inc. Heart Rate Monitoring IMU 9DOF Average component size: 6-Axis IMU : 3x3x0.8 mm3 9DOF : 3x3x1 mm3 Battery Power Circuit Management Wi-Fi Bluetooth GPS MCU/AP IMU HRM
  16. 16. 16 APPLICATIONS BREAKDOWN – 2012/2020 Consumer market will exceed 200Munits by 2020 @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare Until 2014, healthcare application has mainly driven the wearable market with more than 10Munits in 2013 and reaching 16Munits in 2014. The consumer has taken the lead in 2014 with the emergence of smart bands and smartwatches.We expect a nice growth in 2015 with more than 60Munits. Especially in China, with a new entrant, Xiaomi, selling smart bands at low price, $15. Industrial market is in its infancy, applications require reliability and efficiency, which is not the case for now.We expect an early growth in 2018/2019.
  17. 17. 17 SMARTWATCHES MARKET IN 2013, 2014 & 2015 And Apple disrupted the market… @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare Apple 72% Samsung 8% Motorola (Google) 5% Sony 4% Pebble 4% Others, Counterfeit & Unlicenced 7% 2015 Smartwatches market share (Munits) (Forecast) Samsung 22% Sony 18% Motorola (Google) 15% Pebble 12% Others, Counterfeit & Unlicenced 33% 2014 Smartwatches market share (Munits) Total: 5.7Munits Total: 26Munits Samsung 26% Sony 15% Pebble 11% Others, Counterfeit & Unlicenced 48% 2013 Smartwatches market share (Munits) Total: 3.5Munits
  18. 18. 18 FITNESS/ACTIVITY TRACKER MARKET IN THE PAST AND NOW Fitness tracker is a fragmented and competitive market @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare Fibtit 61%Nike 15% Jawbone 14% Misfit 5% Others, Counterfeit & Unlicenced 5% 2013 Fitness tracker market share (Munits) Total: 7.4Munits Fibtit 64% Jawbone 18% Misfit 9% Nike 3% Others, Counterfeit & Unlicenced 6% 2014 Fitness tracker market share (Munits) Total: 17.1Munits Fibtit 63%Jawbone 15% Misfit 9% Xiaomi 5% Others, Counterfeit & Unlicenced 8% 2015 Fitness tracker market share (Munits) (Forecasts) Total: 39.1Munits
  19. 19. 19 GOLDEN RULE: SMALLER CHIPS, BIGGER BATTERY Smaller chips, bigger battery @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare We already highlighted the similarities between the wearables and the smartphones, but they also shared technical challenges, with an additional challenge for the wearable : allocated space is much smaller than ever. Four challenges: - Size - Power consumption - Connectivity - Accuracy Size Connecti vty Power consumption Accuracy
  20. 20. 20 APPLE WATCH TEARDOWN Wearable devices are very close to smartphones … @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile HealthcareSource: ABI Research/Chipworks Pictures courtesy of Apple Inc. Elpida 512Mb SRAM Memory F440AAC CPU Apple APL0778 ADITouch Controller AD7149 STM IMU LSM6DS3 Broadcom Wi-Fi/Bluetooth/NFC/FM BCM43342 AMS NFC Signal Booster AS3923 Toshiba/SanDisk 8Gb Flash Memory NXP Interface device IDT Wireless charger P9022 NXP NFC controller Dialog Power Management Unit D2238A STM µC STM32 Skyworks Wi-Fi LNA + switch and PA Maxim Integrated Audio Codec Audio Amp
  21. 21. 21 ACCELEROMETER Typical package footprint for inertial sensors used in mobile devices Sensor vendors business model is evolving… @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare The market is still dominated by IDMs: STMicroelectronics and Bosch Sensortec Many newcomers choose a fabless business model.They follow the success of InvenSense Growth of MEMS product portfolio is also driving new strategies MEMS players are still very specialized in one type of device Only few players have been able to be more diversified STMicroelectronics and Bosch mainly Others are very focused. Indeed the expertise is very different from one MEMS device to another. All players are trying to get market share with new sensors but industrial processes are very complex Some large MEMS players claim that their objective is to become large and diversify MEMS vendors. But it will not be easy, as each type of sensor / actuator is very different to another and as it takes time to bring it to the commercialization level (with good quality and good yield to offer low prices…). New sensor Internal dev. Acquisition Strategic partnership There are different strategies that are employed by MEMS players: Internal development. But it takes time and it is not easy for a new component Partnership with a specialist. e.g., STMicroelectronics with Omron for microphone Acquisition of existing development and expertise; e.g., InvenSense purchased the MEMS microphone business line of Analog Devices Inc. (ADI) for $100M.
  22. 22. 22 STMICROELECTRONICS IMU LSM6DS3 STMicroelectr onics reduced the footprint of their latest IMU by 50% to fit with wearable requirements @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile HealthcareSource: Reverse Costing Analysis – STMicroelectronics LSM6DS3 6-AXIS MEMS IMU – June 2015 - System Plus Consulting
  23. 23. 23 RELATED REPORTS More reports on www. i-micronews .com @2015 | www.yole.fr | Sensors for Wearable Electronics & Mobile Healthcare
  24. 24. Wearable electronics is one of the consumer market’s hottest topics. Giants like Apple, Samsung, Xiaomi, and Huawei are now competing for a slice of a very promising pie. Regarding our report’s analysis, we estimate that the wearable industry will reach 295M units by 2020, with a market value of $90B. Three markets will drive this impressive growth: consumer, healthcare, and industrial. Wearable technology is expected to be part of the IoT revolution, bringing useful information directly to the user in a more natural and friendly way than with traditional electronic devices. We expect the consumer market, which is mostly comprised of fitness bands and smart watches to grow faster than the other two. The healthcare market, which covers devices like hearing aids, blood pressure monitors, and back monitor sensors, is expected to grow at a lower rate, since this market has already been growing for many years. Regarding the industrial market, we expected slow, steady growth through 2019, with a significant uptick commencing in 2020. Until recently, wearable electronics were often associated with the healthcare market - typically, bulky medical devices with only a few features and not optimized for “customer-friendly” usage. Often times, these devices (i.e. hearing aids and blood pressure monitors) perform a single task and are solely dedicated to patient monitoring and/or well-being. They are not “smart devices” - their only mission is to accurately complete a single task. We believe that a large part of the healthcare market will evolve in association with the consumer market, eventually blurring the lines between healthcare and consumer devices. In fact, we think that the healthcare market will slowly merge with the consumer one, resulting in personalized medicine that involves self- monitoring of one’s health with smart and reliable devices. However, these kind of devices, which require a highly accurate, highly reliable tracking of biological signs in a non-invasive fashion, are not expected for another few years. Wearable Electronics Sensors for Wearable Electronics & Mobile Healthcare Three markets will drive the wearable industry Market & Technology Report KEY FEATURES OF THE REPORT • Understanding of the wearable landscape, applications, and market drivers • Wearable and healthcare intermingling • Consumer, healthcare, and industrial market landscape • Sensors portfolio for the wearable market (inertial, pressure, biosensor, environmental, etc.) • Market forecasts 2015-2020 • Technology trends and roadmap • Analysis of business models REPORT OUTLINE • Sensors for Wearable Electronics Mobile Healthcare • PDF Excel file • €5,990 – Multi user license (300+ slides) • €4,990 – One user license (300+ slides) • July 2015 • 300+ slides Related reports • 6-9 Axis Sensors Consumer Inertial Combos Sensors • STMicroelectronics LSM6DS3 6-Axis IMU • Sensors for Home Health Care Applications • MEMS Sensors for Mobile Phones and Tablets • Bosch Sensortec BME280 - Integrated Environmental Sensor • Technologies Sensors for the Internet of Things: Businesses Market Trends 2014-2024 Find all our reports on www.i-micronews.com Wearable Applications Breakdown - 2012/2020 Consumer, healthcare, and industrial will drive the rapidly-expanding wearable industry to a potential value of $90B by 2020. But how it will evolve, and who will succeed? (Yole Développement, July 2015) - 20 40 60 80 100 0 50 100 150 200 250 300 2012 2013 2014 2015 2016 2017 2018 2019 2020 Value($B) Volume(Munits) Consumer Healthcare Industrial Total Value ($M) The “three horses of the wearable industry” have been released… Three device types are expected to successfully reach the market: smartwatch, smart glasses/HUD, and smart clothing. Smart glasses and HUD are expected to hit the market with high volumes around 2019. Specific to the consumer market, it’s evolved with two device types. The first type are wrist-worn devices that target the healthcare and consumer markets. It started many years ago, with wrist-worn devices from players like Polar, Suunto, and Garmin, operating in a niche market: sports. Another
  25. 25. Sensors for Wearable Electronics Mobile Healthcare wave of smart bands appeared in 2008, fueled by new players like Fitbit and Jawbone; this new generation mimics the smartphone approach in that they use MEMS technologies to reduce size, increase performance and decrease power consumption. These smart devices were only able to track and digitalize the body’s real- time activity via an accelerometer, which delivered little added value to the customer. Moreover, some technical and reliability issues led to a chaotic experience for the first batch of customers. Recently, a new tech wave occurred three years ago with players like Samsung and Pebble pushing the smartwatch market, but they failed to reach a mass market due to a one-sided technological approach. Apple, the latest entrant in the wearable landscape with its Apple watch, is expected to sell 16 - 20M units this year, which would quadruple the total number of devices that its competitors sold last year (4.7M units in 2014). Why could the Apple watch achieve success? This report discusses three factors: mature technology, ecosystem, and marketing. Regarding the industrial market, we believe that smart glasses/HUD and smart clothing will be well-suited for industrial and military applications. Virtual reality HUD and smart clothing will enhance workers’ and soldiers’ capabilities, increasing productivity and security. Such a market is evaluated at around $4B by 2020. Wearable is certainly a promising industry – but who will profit? Wearable electronics’ market value is likely to grow from $22B in 2015 to more than $90B by 2020, with a CAGR of 28%. All these evolutions will probably lead to a mass- market adoption, here we expect more than 134M, smartwatches by 2020, along with 1.3M smart glasses/HUD by 2018. In this report, we’ll analyze the current wearable industry, what the landscape is like, who the key players, and how the industry will evolve. The wearable industry greatly interests big companies seeking a new revenue source once the smartphone business levels off. This report highlights the expected sensors as of today, and the upcoming technologies which can sustain such developments. Today, the MEMS sensors industry has acquired from the smartphone market a strong experience in inertial sensors, microphones, and pressure or environmental sensors. Based on this experience, the MEMS players have pushed the boundaries of performance and size. Sensors are now small enough, reliable enough, and accurate enough to be included in a pocket- sized device of only 9cm3 , while delivering a performance comparable to a smartphone from 2013! These sensors are the ones that we’ll find in our wearable devices until 2018. The integration of biosensors (HRM, sweat sensor, skin temperature) is more difficult due to lack of experience, and technical challenges. Moreover, battery limitation is pushing the industry towards more optimization, even on the hardware side, through either packaging innovation or new designs with lower power consumption. Software is another area that’s acquiring value, with sensor fusion creating smarter sensors. Such improvements have led to sublime new features like context awareness or “always-on” sensors, which has increased device intelligence. All these improvements will lead the global sensors market for wearable from 112M units in 2014, to 835M units by 2020, which is proof that this market is still in its infancy. MEMS enabler for smart devices with sensor fusion and context awareness (Yole Développement, July 2015) Wearable Applications Breakdown - 2012/2020 0 50 100 150 200 250 2012 2013 2014 2015 2016 2017 2018 2019 2020 Volume(Munits) Head-worn Wrist-worn Clothing Body-worn 0 50 100 150 200 250 300 350 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Volume(Munits) Smartwatches Sport/Fitness bands 0 50 100 150 200 250 2012 2013 2014 2015 2016 2017 2018 2019 2020 Volume(Munits) Head-worn Wrist-worn Clothing Body-worn 0 50 100 150 200 250 300 350 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Volume(Munits) Smartwatches Sport/Fitness bands Smartwatches vs Fitness Bands - Market Evolution (Munits)
  26. 26. Market Technology report objEcTivES of THE rEPorT benjamin roussel oversees MedTech activity (microfluidic and medical technologies) at Yole développement. Benjamin has supported many companies in their innovation and productdevelopmentstrategy,inmaking the bridge between micro systems technologies and their applications in diagnostics, pharmaceutical life science and medical devices industries. He holds a Pharmacy diploma from the University Claude Bernard Lyon, complemented by a master’s degree in Technology and Innovation Management from EM Lyon Business School. auTHorS Guillaume Girardin works as a Market Technology Analyst for MEMS devices and technologies at Yole développement. Guillaume holds a Ph.d. In Physics and Nanotechnology from Claude Bernard University Lyon 1 and a M.Sc. in Technology and Innovation Management from EM Lyon School of Business. 300+ slides, providing: • Market data on sensors dedicated to wearable and mobile healthcare • Unit shipments and revenue by sensor type • Average selling price analysis and expected evolution • Application focus on key existing markets and the most promising emerging ones • Functions used, critical specification requirements, assembly level, and technology choices • What are the major drivers? What will the market look like in 2020? • An analysis of the major technology trends Evolution expected for current technologies: efficiency, price, etc. • A deep understanding of sensors for the wearable industry, infrastructure, and players for the different business • An extensive list of sensor manufacturers worldwide, and their technology offer • A list of key integrators worldwide coMPaniES ciTEd in THE rEPorT (non exhaustive list) Adidas, AiQ, Apple, Atmel, Basis, Beurer, Bosch, Cambridge CMOS Sensors, CEA Liten, China Mobile, Cisco, Darpa, Fitbit, Fraunhofer, Garmin, Google, Hillcrest Labs, Honeywell, HTC, Huawei, IBM, Imec, Infomotion Sports Technologies, Intel, InvenSense, ITL, Jabra, Jawbone, Johnson Johnson, Kionix, Knowles Electronics, LG, LumoBack, MC10 Inc., Marlow Industries, Medtronic, MEMSIC, Micropelt, Microsoft, Misfit, Motorola, Murata, Mio, Navisens, Nike, Nintendo, Nokia, NXP Semiconductors, OMRON, Philips, Polar, Pebble, Proteus, Raytheon, Samsung, SemTech, Sensirion, Sharp, SiTime, SiLabs, SmartThings, Sony, STMicroelectronics, Synkera Technologies, Teledyne dALSA, Texas Instruments, Tronics Microsystems, TSMC, Variable Technologies, Vital Connect, Withings, Xiaomi, X-Fab MEMS Foundry, Zephyr, and many more! • Executive Summary 13 • Introduction, Definitions Methodology 14 • About Wearables 31 • Applications and Market Segmentation 44 • Sensors for Wearables 52 • Key Attributes and Mapping of a Wearable device 59 • Devices Sensors for Consumer Market 68 Inertial Sensors Microphone Gas/Environmental Pressure NFC • Devices Sensors for Healthcare 96 • Devices Sensors for Industrial/Defense 135 • Forecasts on Global Wearable Market 149 • Forecasts by Device 156 • Forecasts by Sensor 195 Sensor for Consumer Sensor for Healthcare Sensor for Industrial/defense • Technical Challenges 213 • Sensor Fusion 226 • Packaging 238 • FDA Regulation and Supervision 256 • Consumer Market Analysis 274 • Conclusion Perspectives 286 • Yole’s Presentation 291 TablE of conTEnTS SébastienclercisaMedicalTechnologies Analyst at Yole développement. After graduating from Grenoble INP with a Biomedical Technologies degree, he completed his training with a semester of Innovation and Technology Management, during which he oversaw strategy and marketing. aPPlE WaTcH TEardoWn (Yole Développement, July 2015) Elpida 512Mb SRAM Memory F440AAC CPU Apple APL0778 ADI Touch Controller AD7149 STM IMU LSM6DS3 Broadcom Wi-Fi/Bluetooth/NFC FM BCM43342 AMS NFC Signal Booster AS3923 Toshiba/SanDisk 8Gb Flash Memory NXP Interface device IDT Wireless charger P9022 NXP NFC controller Dialog Power Management Unit D2238A STM C STM32 Skyworks Wi-Fi LNA + switch and PA Maxim Integrated Audio Codec Audio Amp
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  29. 29. © 2015 Yole Développement FromTechnologies to Market @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare
  30. 30. 25 MEMS Sensors LED Compound Semi. Imaging Photonics MedTech Manufacturing Advanced Packaging PV Power Electronics FIELDS OF EXPERTISE Yole Développement’s 30 analysts operate in the following areas @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare
  31. 31. 26 4 BUSINESS MODELS o Consulting and Analysis • Market data research, marketing analysis • Technology analysis • Strategy consulting • Reverse engineering costing • Patent analysis www.yole.fr o Reports • Market Technology reports • Patent Investigation and patent infringement risk analysis • Teardowns Reverse Costing Analysis • Cost SimulationTool www.i-Micronews.com/reports o Financial services • MA (buying and selling) • Due diligence • Fundraising • Maturation of companies • IP portfolio management optimization www.yolefinance.com www.bmorpho.com o Media • i-Micronews.com website • @Micronews e-newsletter • Technology magazines • Communication webcast services • Events www.i-Micronews.com @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare
  32. 32. 27 A GROUP OF COMPANIES Market, technology and strategy consulting www.yole.fr MA operations Due diligences www.yolefinance.com Fundraising Maturation of companies IP portfolio management optimization www.bmorpho.com Manufacturing costs analysis Teardown and reverse engineering Cost simulation tools www.systemplus.fr IP analysis Patent assessment www.knowmade.fr @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare
  33. 33. 28 OUR GLOBAL ACTIVITY @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare
  34. 34. 29 RESEARCH PRODUCTS - CONTENT COMPARISON Custom analysis scope is defined with you to meet your information and budget needs Breadth of the analysis Depthoftheanalysis Custom Analysis Workshops Standard Reports @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare
  35. 35. 30 SERVING THE ENTIRE SUPPLY CHAIN Our analysts provide market analysis, technology evaluation, and business plan along the entire supply chain Integrators and end-users Device makers Suppliers: material, equipment, OSAT, foundries… Financial investors, RD centers @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare
  36. 36. 31 SERVING MULTIPLE INDUSTRIAL FIELDS We are working across multiples industries to understand the impact of More- than-Moore technologies from device to system From A to Z… Transportation makers Mobile phone and consumer electronics Automotive Medical systems Industrial and defense Energy @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare
  37. 37. 32 REPORTS COLLECTION • Yole Développement publishes a comprehensive collection of market technology reports and patent analysis in: MEMS Sensors Imaging Medical technologies (MedTech) Advanced packaging Power electronics Compound semiconductors OLED, LED Laser diode Semiconductor Manufacturing Photovoltaics Batteries • Our reports are unmatched in quality and technology depth and typically include: Technology trends and evolution: costs, barriers, roadmaps, etc. Supply value chain analysis: business models, relationships, value flows, etc. In-depth analysis of applications and market drivers: challenges, inflection points, etc. Market data ($, units, wafer starts, etc.) • Every year, Yole Développement, System Plus Consulting and KnowMade publish +60 reports. • Take the full benefit from our Bundle and Annual Subscription offers. www.i-Micronews.com @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare
  38. 38. 33 OUR 2015 MARKET TECHNOLOGY REPORTS PLANNING o MEMS SENSORS − Sensors and Data Management for Autonomous Vehicles − AlN Thin Film Markets And Applications − Sensors for Wearable Electronics And Mobile Healthcare − Status of the MEMS Industry − Uncooled IR Imagers − IR Detectors − High End Gyro, Accelerometers and IMU − Non-Volatile Memory − MEMS for RF filters and Antena Switches - BAW / SAW o IMAGING OPTOELECTRONICS − Camera Module Packaging (Vol 1 : Market Technology Trends / Vol 2 Teardowns Reverse Engineering) − Uncooled IR Imagers − Wafer Level Optics − Status of the CMOS Image Sensors − Machine Vision o MEDTECH − Microfluidic for Sample Preparation − Microfluidic Applications − Sensors for Wearable Electronics And Mobile Healthcare o COMPOUND SEMICONDUCTORS − High Purity Alumina (HPA) − Sapphire − Wide Bandgap Materials For Power Electronics: SiC, GaN (and also Ga2O3, AlN, Diamond, Graphene… as a trend) • Reports to be decided within 2015 o LED − LED Module − OLED for Lighting − UV LED − LED Phosphors Market o POWER ELECTRONICS − Power Packaging − Thermal Management for LED and Power − Power Electronics for Renewable Energy − Energy Management For Smart Grid And Smart Cities − Status of Chinese Power Electronics Industry − New Technologies For Data Center − Inverter Market Trends For 2013 – 2020 And Major Technology Changes* − IGBT Markets And Application Trends − Power Electronics for HEV/EV* − Status of Power Electronics Industry o ADVANCED PACKAGING − Advanced Packaging in Emerging Markets in China − Status of the Advanced Packaging Industry − Supply Chain Readiness for Panel Manufacturing in Packaging − WLCSP* − Flip Chip Business Update − 2.5D 3DIC Business Update − Fan-Out and Embedded Business Update o MANUFACTURING − Lithography for MEMS, Advanced Packaging and LED − Thinning Dicing Equipment for Advanced Packaging, MEMS, Photovoltaics, LED, CMOS Image Sensors − Non-Volatile Memory @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare
  39. 39. 34 OUR 2015 REPORTS PLANNING PATENT ANALYSIS by KnowMade o Patent Infringement (crossed analysis based on KnowMade and System Plus Consulting analysis expertise) − MEMS Microphone Applications − Infrared Imaging o Patent Investigation (crossed analysis based on KnowMade Yole Développement expertise) − Power GaN − MEMS Gyroscope − 6-axis 9-axis Inertial MEMS IMUs − Microbatteries − Embedded Active Passive Packages − Interposer − Phosphors for LED TEARDOWN REVERSE COSTING by System Plus Consulting More than 30 teardowns and reverse costing analysis and cost simulation tools to be published in 2015. @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare
  40. 40. 35 OUR 2014 PUBLISHED REPORTS LIST MARKET TECHNOLOGY REPORTS byYole Développement o MEMS SENSORS − Technologies Sensors for the Internet of Things: Businesses Market Trends 2014-2024 − MEMS Microphone: Market, Applications and Business Trends 2014 − Status of the MEMS industry − MEMS Sensors for Mobile Phones and Tablets − High End Gyroscopes and Accelerometer Applications − Inertial MEMS Manufacturing Technical Trends − New Detection Principles Technical Evolution for MEMS NEMS − 6/9 DOF Applications in Consumer Electronics o IMAGING OPTOELECTRONICS − Status of the CMOS Image Sensor Industry − Uncooled Infrared Imaging Technology Market Trends − Silicon Photonics o MEDTECH − Point of Care Testing: Applications for Microfluidic Technologies − Solid State Medical Imaging: X-ray and Endoscopy o COMPOUND SEMICONDUCTORS − RF GaN Technology Market Analysis: Applications, Players, Devices Substrates 2010- 2020 − SiC Modules, Devices and Substrates for Power Electronics Market − GaN-on-Si Substrate Technology and Market for LED and Power Electronics − Power GaN Market − Graphene Materials for Opto Electronic Applications − Sapphire Applications and Market: from LED to Consumer Electronics o LED − LED Packaging − LED Front-End Manufacturing Trends − LED Front-End Equipment Market o POWER ELECTRONICS − Power Electronics for HEV/EV − Inverters − Gate Driver Unit Market for Power Transistors o PHOTOVOLTAICS − Emerging and Innovative Technology Approaches in the Solar Industry o ADVANCED PACKAGING − 3DIC Equipment and Materials − 3DIC 2.5D TSV Interconnect for Advanced Packaging - 2014 Business Update o MANUFACTURING − Market Technology Trends in Materials Equipment for Printed Flexible Electronics − Permanent Wafer Bonding for Semiconductor: Application Trends Technology PATENT ANALYSIS by Knowmade − LED Based on Nano-wires Patent Investigation − GaN on Si Patent Investigation (LED, Power devices and RF Devices) − New MEMS Devices Patent Investigation − Non Volatile Memory Patent Investigation TEARDOWN REVERSE COSTING by System Plus Consulting More than 30 teardowns and reverse costing analysis and cost simulation tools to be published in 2014. @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare
  41. 41. 36 MICRONEWS MEDIA o About Micronews Media Micronews Media, powered by Yole Développement, ensures you the best visibility in the disruptive semiconductor community. With our services, we help you to reach your customers worldwide with the media products they prefer, including our website, e- newsletter, webcasts, and magazines. Invest in a high added-value editorial program and get access to Yole Développement’s network (48 000+ contacts). o Five supports and channels for your visibility • A technology magazine to highlight your visibility with advertisements, company profiles, product descriptions and white papers • A webcast to highlight your expertise and develop your business identifying commercial leads • Articles, advertisements logo and banners dedicated to your company, its products and expertise in @Micronews e-newsletter and on i- Micronews.com Focused community Identified contacts Large community Mass contacts @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare
  42. 42. 37 COMMUNICATION SERVICES All services listed below are available on–demand. o i-Micronews.com, the website Slider – Banners (on English or Japanese websites) – Articles – Logo and profile as sponsor o @Micronews, the e-newsletter Headline article - Tiles o Custom webcast Develop your dedicated event with a high added-value program. A turnkey event withYole support (logistics, promotion, data…) o Technology Magazines: Custom – Co-produced Increase your visibility through a dedicated technology magazine with ads, company profile, product descriptions and white papers. It can be a custom magazine: your company is the only one to benefit from it – or a co-produced one: up to 2 companies. Contacts: Camille Veyrier (veyrier@yole.fr) and Clotilde Fabre (fabre@yole.fr), Media Communication Coordinators. @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare
  43. 43. 38 CONTACT INFORMATION • Consulting and Specific Analysis North America Steve LaFerriere, Director of Northern America Business Development Email: laferriere@yole.fr Japan Yutaka Katano, General Manager,Yole Japan President,Yole K.K. Email katano@yole.fr RoW Jean-Christophe Eloy, CEO President,Yole Développement Email eloy@yole.fr • Report business North America Steve LaFerriere, Director of Northern America Business Development Email laferriere@yole.fr Europe Fayçal El Khamassi, Headquarter Sales Coordination Customer Service Email khamassi@yole.fr Japan Asia Takashi Onozawa, Sales Asia General Manager,Yole K.K. Email onozawa@yole.fr Korea HaileyYang, Business Development Manager, Korean Office Email yang@yole.fr • Financial services Jean-Christophe Eloy, CEO President Email: eloy@yole.fr • General Email: info@yole.fr Follow us on @2015 | www.yole.fr | Sensors for Wearable Electronics Mobile Healthcare

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