Bosch is still the leader in the automotive MEMS m

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Bosch is still the leader in the automotive MEMS market

with the decline of the global automotive market, the operating income of automotive MEMS manufacturers is also declining. ISuppli, a market research company, predicts that the value chain of the industry will undergo major disruptive changes

isuppli's data shows that the operating revenue of the 10 largest automotive MEMS manufacturers followed the decline of global automotive production: in 2008, the global automotive output decreased by 6.6% compared with 2007, and the MEMS market fell by 8.5% to $1.6 billion. Interestingly, the sales of the top 10 MEMS providers decreased by only 5.89% to a total of $1.533 million, reflecting the concentration of the market

the leading manufacturer in this market is German Bosch, which has maintained its dominant position in the past three years, leaving its competitors behind. However, Bosch's sales of automotive MEMS also fell by 6.13% in the past year, from 457million and dirty dollars to 429million dollars. Its sales volume is the second, and they can also bring outstanding design freedom more than twice that of Denso. ISuppli's chief MEMS analyst pointed out that 80% of Bosch's MEMS production is sold internally and used in its automotive subsystem

the application fields with great demand are electronic stability control (ESC) system and tire pressure monitoring system (TPMS). This field has benefited from the relevant security directives of the US government in the past, and will also benefit from similar directives of the EU in the future. However, the different technical methods adopted by Europe will reduce the number of sensors required, so the EU directive has little incentive effect on the market. Richard Dixon, a senior analyst at iSuppli, believes that government directives may cause price damage

isuppli predicts that changes in global automotive production will lead to significant changes in the value chain. China has become the world's largest automobile manufacturing place in 2009, which will lead to changes in product and price structure. But there are opportunities in this industry. "Unlike India, China is not a low-cost market for cars. The cars it produces have high sensor content, which will create attractive opportunities for MEMS manufacturers," said Bouchaud, an analyst at iSuppli. The expert believes that the field with the greatest demand will be the powertrain used for high-precision assembly sensors. Unlike in other regions, the temporary stability of security prices this week will not be the biggest driver

Bouchaud also pointed out that for MEMS manufacturers, brand counterfeiting is a serious problem in China. Fake Bosch sensors have been found in the Chinese market

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