Audio business is undergoing profound changes
Audio is becoming many electronic products (including existing and future new development), a key function of the application area covers all walks of life, from smart phones to cars, assistant to the health care from family, from aerospace to military defense.Audio products, such as a microphone, audio speakers and integrated circuit (IC), to drive the consumer electronics market, many of the new system development play a crucial role.Audio market more than $15 billion in 2016, over the next five years a compound annual growth rate of 6%, will reach $20 billion in 2022.In the audio of the supply chain and value chain, and even more added value waiting to be discovered, there are also some important change will happen.
Microphone, mini speakers and audio IC in audio ecosystem "heart" of the strip
As similar to Alexa, Cortana, Siri, OK to Google and Bixby virtual voice assistant, the microphone is becoming the central voice command center essentials.Audio quality continues to improve, including speech recognition, eliminate noise, wind noise reduction, voice recognition.Embedded microphones, also gradually increased, including smart watches, ear wearing type products, car.As a result, the microphone market will continue to expand, in the next five years a compound annual growth rate of 11%, the shipments will be more than 8 billion in 2022.New technology also is penetrating, may break the existing state of MEMS microphones and ECM microphone.
From 2005 to 2022 the microphone market development
Mini speakers, meanwhile, the market is growing, mainly including traditional dynamic speaker and balanced armature drive unit two kinds big, mini speaker market in 2016 for $8.7 billion.In the future, based on the above two kinds of technology products will be in competition with MEMS speaker, after a few years is expected to become a reality.We believe that the MEMS speakers will enter the market within two years, the potential market is worth $100 million.Miniaturization and better audio quality is driven MEMS speakers for application of the key factors.
Between the microphone and micro speaker, audio codec, DSP and amplifier IC plays an important role.These products are widely used in smartphones and wearable devices, audio IC suppliers and audio processing unit providers are the field competition, efforts to pursue more value added.Audio IC suppliers, such as Cirrus Logic, Realtek (Realtek) and the letter (Maxim Integrated), add value by discrete device and high value algorithm.Audio processing unit (APU) providers, such as Qualcomm, Qualcomm, haisi (HiSilicon) and Apple (Apple), is trying to apply audio IC integrated into the processor, in order to get added value.This report introduces the advantages and disadvantages of these two kinds of solutions, and audio IC will undergo profound changes in the future.According to Yole survey data show that audio IC market is about $4.5 billion in 2016, is expected to reach $6 billion in 2022.
Audio giant target market
Since the early 21st century, a microphone, MEMS chip market has been dominated by two giants.Last year, infineon and SONY for the world's top three MEMS microphone manufacturers (Knowles electronics, songs, and sound science and technology) to supply more than 40 MEMS chips, occupied 70% market share.Although ranked top three MEMS microphones have been stable for many years, but their considerable changes have taken place in market share.Since 2003, Knowles electronics is the undisputed leader, but is now under Chinese competitors (song, acoustic technology) and challenge, Chinese manufacturers in product price and performance are improving.According to rend and maim consulting reports, new entrants, such as introducing piezoelectric Vesper (AlN) MEMS microphones, chi moving (GlobalMEMS) global launch of piezoelectric (PZT) MEMS microphones, the innovation of the microphone to withstand water, dust and particulate matter pollution, for smartphones, wearable, Internet equipment to provide high performance and rich experience of acoustics.
The main manufacturers in the field of acoustic MEMS and audio IC
At the other end of the audio industry chain, mini speaker market is fragmented.Manufacturers in the market a lot, mainly from Asia.Some manufacturers into the microphone and speaker two categories of products, such as acoustic technology, Knowles electronics, song, shares, etc.New applications, such as wearable devices, ear belt type products, portable speaker system is the opportunity of new entrants, such as MEMS speaker manufacturers: Audiopixel,Silverwing and USound, is to promote the MEMS technology, looking for the opportunity of innovation, which upset the market.
Audio IC supplier pattern are also experiencing profound changes, including the depth of the m&a behavior and system manufacturers participate in, especially in the field of consumer electronics, similar to Apple (Apple), Qualcomm, Qualcomm) and sea (HiSilicon) such a giant will audio IC integrated into their value-added products, and then squeezed the professional audio IC supplier's market share.
