昆山丹瑞傳感測(cè)控了解到汽車產(chǎn)業(yè)是MEMS壓力傳感器歷史最悠久也是最大的市場(chǎng)。其中，動(dòng)力傳動(dòng)系統(tǒng)應(yīng)用占比超過50%，其次是安全應(yīng)用，輪胎壓力管理系統(tǒng)（TPMS）則是最大的單一汽車應(yīng)用。受二氧化碳減排和汽車自動(dòng)化推動(dòng)，壓力傳感器在未來五年的應(yīng)用將持續(xù)增長(zhǎng)，尤其是在中國(guó)，因?yàn)橹袊?guó)的法規(guī)要求在多個(gè)應(yīng)用中使用壓力傳感器，包括：TPMS、柴油和汽油顆粒過濾器（DPF、GPF）以及燃油蒸發(fā)控制系統(tǒng)（EVAP）。

MEMS壓力傳感器應(yīng)用

得益于近些年壓力傳感器在高端智能手機(jī)和平板電腦中的快速普及，消費(fèi)類市場(chǎng)現(xiàn)已成為第二大壓力傳感器市場(chǎng)。并且，受室內(nèi)導(dǎo)航和室外導(dǎo)航等新用戶案例的驅(qū)動(dòng)，壓力傳感器將進(jìn)一步向安卓（Android）中低端智能手機(jī)普及。壓力傳感器成本的降低，以及更高的精度和改善的功耗，也使新應(yīng)用的發(fā)展成為可能，例如可穿戴設(shè)備、電子香煙、無人機(jī)和智能家居等。

航空電子和高端應(yīng)用仍然是壓力傳感器的利基市場(chǎng)，但得益于活躍的飛機(jī)市場(chǎng)和MEMS壓力傳感器對(duì)傳統(tǒng)技術(shù)的取代，因此展現(xiàn)了最快的市場(chǎng)增長(zhǎng)率。

由于醫(yī)療和工業(yè)市場(chǎng)在應(yīng)用端沒有顯著的改變，因此這兩塊市場(chǎng)正以平穩(wěn)的速度增長(zhǎng)。不過就應(yīng)用而言有一例外，新型智能醫(yī)療吸入器介于醫(yī)療和消費(fèi)類市場(chǎng)之間，為未來多種醫(yī)療消費(fèi)類物聯(lián)網(wǎng)應(yīng)用打開了大門。

總體而言，MEMS壓力傳感器市場(chǎng)的年增長(zhǎng)率預(yù)計(jì)為3.8%，到2023年總體市場(chǎng)規(guī)模將增長(zhǎng)至20億美元。本報(bào)告了為每種壓力傳感器市場(chǎng)和應(yīng)用，分別提出了主要的驅(qū)動(dòng)因素和限制因素，并提供了精確的市場(chǎng)規(guī)模預(yù)測(cè)和出貨量預(yù)測(cè)。

在市場(chǎng)規(guī)模最大的汽車類和消費(fèi)類市場(chǎng)，Bosch（博世）顯然是占主導(dǎo)地位的領(lǐng)導(dǎo)者。Bosch成功地利用了其在汽車領(lǐng)域的經(jīng)驗(yàn)和領(lǐng)先地位，逐漸成為新興消費(fèi)類市場(chǎng)的領(lǐng)導(dǎo)者。

Bosch集合了兩個(gè)市場(chǎng)的產(chǎn)能以降低成本，并進(jìn)一步增強(qiáng)了其競(jìng)爭(zhēng)優(yōu)勢(shì)。Infineon（英飛凌）、Sensata（森薩塔）、Denso（電裝）和Melexis（邁來芯）等其它廠商則專注于汽車類市場(chǎng)，而ST Microelectronic（意法半導(dǎo)體）和Alps（阿爾卑斯）則主要服務(wù)于消費(fèi)類市場(chǎng)。只有TE Connectivity（泰科）和NXP（恩智浦）在多個(gè)市場(chǎng)都有涉足。MEMS壓力傳感器主要廠商大多為活躍于多種MEMS傳感器市場(chǎng)的大型集團(tuán)，其中包括慣性、壓力和氣體傳感器器件。垂直集成多見于汽車行業(yè)的Bosch、Denso和Sensata等廠商，但消費(fèi)類市場(chǎng)并不常見，因?yàn)橄M(fèi)類系統(tǒng)較小，因此不需要一級(jí)組件供應(yīng)商。

中小規(guī)模的醫(yī)療類、工業(yè)類、航天電子和高端市場(chǎng)包括了許多相同的主要廠商，包括Honeywell（霍尼韋爾）、Amphenol（安費(fèi)諾）、NXP、TE Connectivity、Omron（歐姆龍）、First Sensor、Merit、Elmos SMI和TDK。這些廠商通過面向多個(gè)市場(chǎng)，提供附加值的模組，來促進(jìn)業(yè)務(wù)增長(zhǎng)。當(dāng)然，也有一些專門聚焦航天電子和高端市場(chǎng)的廠商，例如Kulite 或Memscap。

Amphenol和GE（通用電氣），Sensata、Schrader（施耐德）和CST，TDK和Invensense以及Qualcomm（高通）、NXP和Freescale（飛思卡爾）之間的合并和并購(gòu)（M&A）都涉及了壓力傳感器業(yè)務(wù)，因此相關(guān)業(yè)務(wù)變得更加集中。該領(lǐng)域未來的并購(gòu)預(yù)算可能會(huì)超過1億美元。本報(bào)告列出了未來可能的并購(gòu)標(biāo)的，并將其排名以幫助并購(gòu)決策。

汽車電氣化將改變壓力傳感器市場(chǎng)

MEMS壓力傳感器技術(shù)現(xiàn)在已經(jīng)很成熟，基本可以分為壓阻式和電容式兩類。這兩種技術(shù)沒有很大的區(qū)別。目前，壓阻式技術(shù)無疑是引領(lǐng)市場(chǎng)的主流，并將繼續(xù)占據(jù)主要的市場(chǎng)份額。我們認(rèn)為該領(lǐng)域不會(huì)出現(xiàn)較大的技術(shù)突破，主要是漸進(jìn)式的技術(shù)改進(jìn)，像所有半導(dǎo)體產(chǎn)品一樣，微型化變得越來越重要。

MEMS技術(shù)和壓力傳感器發(fā)展歷史

我們預(yù)計(jì)系統(tǒng)級(jí)層面將發(fā)生較大的變化，特別是在汽車領(lǐng)域，該領(lǐng)域已經(jīng)受到了汽車電氣化和自動(dòng)化所帶來的影響。汽車電氣化對(duì)于包含內(nèi)燃機(jī)引擎的HEV（混合動(dòng)力汽車），影響將是正面的，因?yàn)閮?nèi)燃機(jī)引擎需要使用多個(gè)壓力傳感器。但是，對(duì)于ZEV（零排放車型）（包括純電池車輛BEV和燃料電池車輛FCV），它們沒有內(nèi)燃機(jī)，因此也去除了對(duì)動(dòng)力傳動(dòng)系統(tǒng)傳感器的需求。

而汽車動(dòng)力傳動(dòng)系統(tǒng)占據(jù)了汽車MEMS壓力傳感器總需求量的51%，因此，領(lǐng)先的動(dòng)力傳動(dòng)系統(tǒng)壓力傳感器制造商（如Bosch、Infineon、Denso）需要考慮它們未來的業(yè)務(wù)規(guī)劃。不過，汽車電氣化和自動(dòng)化帶來的市場(chǎng)變化，或?qū)⒊^10年。零排放車輛對(duì)汽車動(dòng)力傳動(dòng)系統(tǒng)壓力傳感器業(yè)務(wù)的長(zhǎng)期影響。

Kunshan Than Shwe Sensor Control understands that the automotive industry is the oldest and largest market for MEMS pressure sensors. Among them, the application of power transmission system accounts for more than 50%, followed by safety application, tire pressure management system (TPMS) is the largest single automobile application. Promoted by carbon dioxide emissions reduction and automotive automation, pressure sensors will continue to grow over the next five years, especially in China, where regulations require the use of pressure sensors in a variety of applications, including TPMS, diesel and gasoline particulate filters (DPF, GPF) and fuel evaporation control systems (EVAP).

Application of MEMS pressure sensor

Thanks to the rapid popularity of pressure sensors in high-end smartphones and tablets in recent years, the consumer market has become the second largest pressure sensor market. And, driven by new user cases such as indoor and outdoor navigation, pressure sensors will become more popular with Android mid-and low-end smartphones. The cost reduction of pressure sensors, as well as higher precision and improved power consumption, also make the development of new applications possible, such as wearable equipment, electronic cigarettes, UAVs and smart homes.

Avionics and high-end applications are still the niche markets for pressure sensors, but thanks to the dynamic aircraft market and the replacement of traditional technologies by MEMS pressure sensors, they have shown the fastest market growth rate.

The medical and industrial markets are growing steadily because there is no significant change in the application side. With one exception, the new smart medical inhaler sits between the medical and consumer markets, opening the door for a variety of future medical consumer Internet of Things applications.

Overall, the market for MEMS pressure sensors is expected to grow at an annual rate of 3.8%, and the overall market size will grow to $2 billion by 2023. This report presents the main driving and limiting factors for each pressure sensor market and application, and provides accurate market size forecasts and shipment volume forecasts.

Bosch is clearly the dominant leader in the largest automotive and consumer markets. Bosch has successfully capitalized on its experience and leadership in the automotive sector and has become a leader in emerging consumer markets.

Bosch has assembled two market capacity to reduce costs and further enhance its competitive edge. Other manufacturers such as Infineon, Sensata, Denso and Melexis focus on the automotive market, while ST Microelectronics and Alps focus on the consumer market. Only TE Connectivity (Tyco) and NXP (En Zhipu) have been involved in many markets. Most of the major manufacturers of MEMS pressure sensors are large groups active in a variety of MEMS sensor markets, including inertia, pressure and gas sensor devices. Vertical integration is common in automotive vendors such as Bosch, Denso, and Santa, but is not common in the consumer market because consumer systems are small and therefore do not require a primary component supplier.

Medium and small-scale medical, industrial, Aerospace Electronics and high-end markets include many of the same major manufacturers, including Honeywell, Amphenol, NXP, TE Connectivity, Omron, First Sensor, Merit, Elmos SMI, and TDK. These vendors promote business growth by providing value added modules to multiple markets. Of course, there are also some manufacturers specializing in aerospace electronics and high-end market, such as Kulite or Memscap.

Mergers and acquisitions (M&A) between Amphenol and GE, Sensata, Schrader and CST, TDK and Invensense, and Qualcomm, NXP and Freescale all involve pressure sensor businesses, so the business becomes more centralized. The future M & a budget in this field is likely to exceed US $100 million. This report lists possible future M & A targets and ranks them to help mergers and acquisitions decisions.

Automotive electrification will change pressure sensor Market

MEMS pressure sensor technology is now very mature, basically can be divided into two categories: piezoresistive and capacitive. There is no big difference between the two technologies. At present, piezoresistive technology is undoubtedly leading the market and will continue to occupy the main market share. We believe that there will be no major technological breakthroughs in this area, mainly gradual technological improvements, and like all semiconductor products, miniaturization is becoming increasingly important.

History of MEMS technology and pressure sensors

We expect major changes at the system level, especially in the automotive sector, which has been affected by the electrification and automation of automobiles. Vehicle electrification will have a positive impact on the HEV (hybrid electric vehicle) that contains an internal combustion engine, which requires multiple pressure sensors. However, for ZEVs (zero emission vehicles) (including pure battery vehicles BEVs and fuel cell vehicles FCVs), they do not have internal combustion engines, thus eliminating the need for power train sensors.

Automotive power transmission systems account for 51% of the total demand for automotive MEMS pressure sensors, so leading manufacturers of power transmission pressure sensors (such as Bosch, Infineon, Denso) need to consider their future business plans. However, automotive electrification and automation will bring about market changes for more than 10 years. Long term impact of zero emission vehicles on automotive powertrain pressure sensor business