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MEMS market profitability lies in data, not hardware

Posted: 01 Oct 2015 ?? ?Print Version ?Bookmark and Share

Keywords:InvenSense? MEMS? Yole Developpement? sensor? IoT?

On the positive side the fragmentation means that there are many markets to go after with end-to-end solutions that could be based on the same MEMS technology platform, Abdi said. In InvenSense's case this platform is based on its proprietary technology approach for MEMS manufacturing, algorithms and software.

InvenSense bought Movea in July 2014 to help it address sensor fusion and gesture recognition, a step on the way to Abdi's vision of end-to-end IoT systems.

One platform supporting multiple applications

Abdi gave the example of a large set of IoT applications that are based on a knowledge of location, activity and context. "Drones are all about imaging and location. But you can't send all the image data up to the cloud. It has to be processed locally. And even the drones market is fragmenting into different markets; security, farming, domestic, and so on," Abdi said. "So think about the end product or service and think about participating in the value," he indicated.

IoT with sensors value chain

The IoT with sensors value chain. Multiple markers supported by the same CMOS/MEMS platform. Source: InvenSense

When challenged that if MEMS component companies try to expand up through the value chain might involve competing with and alienating systems companies who could boycott such companies as suppliers of MEMS components. "You do push and alienate customers. But most successful companies have done that," said Abdi.

- Peter Clarke
??EE Times Europe

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