There is some really interesting information on the i-micronews.com website.
if anyone can't quite grasp the enormity of the MEMS market, spend a few hours reading through all the data on there.
In particular, on emerging MEMS players, I found this paragraph very interesting:
"As most of the consumer MEMS market value is today in the hands of 'the big 10', (excl. Ink-Jet JHeads): Bosch, STM, TI, Knowles, Denso, Panasonic, Avago, Freescale, Invensense & AKM, it is likely these companies will enter the emerging MEMS market in the future as they can provide high volume manufacturing (HVM). Indeed, access to HVM is an entry barrier to market success in consumer electronics. Very few new companies in the last 7 years have been able to break the HVM barrier in MEMS for consumer electronics. So, for the companies not present in the MEMS landscape today but having patents on emerging devices, market access will go either through partnerships with MEMS foundries (e.g. poLight with STM) or through acquisition. M&A activity in emerging MEMS is therefore just around the corner. "
PSY Price at posting:
15.0¢ Sentiment: Buy Disclosure: Held
