by Jérémie Bouchaud, Bernardo Knoblich
A flurry of announcements during the year have resurrected interest
in rf mems oscillators. Wtc believes that these devices have a
nice future, but warns of some confusion and inflated expectations.
MEMS oscillators are nothing new. The first publications mentioning
rf mems resonators for oscillator applications appeared in the
1980s. Until recently however, the low temperature stability of
silicon and the need for expensive ceramic or metal vacuum packaging
prevented mems from becoming a serious alternative to quartz.
In the last five years, tremendous developments in processes,
packaging and integration of circuitry have taken place, led mainly
by startup companies like Discera, Silicon Clocks and SiTime.
Discera and SiTime have samples available now. SiTime plans serial
production for the last quarter of 2006.
Before we go any further, let's clearly describe a mems oscillator.
We have noticed some confusion between oscillators and resonators,
especially when discussing price. A mems oscillator chip consists
typically of 1) the resonator, 2) the circuits for oscillator
function, frequency compensation and temperature compensation,
and finally 3) the package. The micromechanical resonator is a
micromachined device that vibrates at a specific frequency due
to an external excitation (mainly electrostatic to ensure a high
quality factor).
The market figures given in this article (e.g. chart below) concern
mems oscillators and not only mems resonators, since WTC expects
most suppliers to provide a full oscillator.
The resonator is inexpensive in volume and is estimated to be
less than $0.10. The typical price of a mems oscillator will start
at $0.50 (see diagram below), and may reach a few dollars in some
instances.
Oscillators in today's market Early suppliers of MEMS oscillators claim they can address 50%-90% of the clock and oscillators market. This is a mass market estimated in the range of 10 billion units and amounting to $3.2 billion. We differentiate mainly between three types of products:
Currently, the main technologies for clock products are quartz,
ceramic and cmos silicon clocks. The market is mostly served by
quartz (70%-80% of the value), and Japanese companies such as
Kyocera, ndk and Toyocom dominate. Quartz technology has
been around for decades, exhibits very good temperature and long
term stability and is therefore ideal for high precision oscillators.
The frequency accuracy, including all the environmental effects
and one-year aging, is of the order of few ppm to tens of ppm.
Silicon (i.e. non-mems, simply electronic) timing or cmos clocks
are available from Maxim or Linear Technologies and gradually
replace ceramic devices in applications with relaxed specifications.
Worth noticing are also new kinds of inductive (lc) cmos clocks
such as those from Mobius Microsystems. These devices target new
architectures with a frequency reference in the gigahertz range
instead of the megahertz range. Their frequency accuracy is now
better than 500 ppm.
Mems oscillators fit between cmos clocks and quartz oscillators.
Applications roadmap
Early on, the product with the most potential was not always clear.
A tcxo meeting tough requirements in temperature stability and
phase noise was first announced around 2002, but did not materialize.
In 2004, people said real time clocks used in stand-by functions
at 32 kHz would be first to market; this also did not emerge.
Now, a consensus has formed around the following roadmap:
Taking a longer term perspective, there is a strong r&d effort on integration and new architectures that use resonators as filters or mixers. Among these, stmicroelectronics' vision of embedded nems leveraging new manufacturing processes such as the Silicon- On-Nothing (son) is interesting. Clark Nguyen, the mems resonator pioneer at the university of Michigan, is also pushing the development of the "all mems receiver front-end" resonator, allowing for full tunability from 600-2500 MHz. Also worthy of note are developments in carbon nanotube resonators, currently explored at epfl in Switzerland.
Markets and key players
So how will it all shape up? Overall, we expect the market for
mems oscillators to in the range of $200 million in 2012. It is
far from the 50% to 90% of the market that can be addressed in
theory, but it is still a very interesting opportunity which justifies
all the excitement.
The key will be again to target the specific applications where
mems oscillators can obtain a premium, for example where small
packages, low power consumption, or higher frequencies are required,
or in harsh environment applications and eventually for higher
integration with ics.
Among key players are three us start-ups: Discera, SiTime, and
Silicon Clocks. The first commercial serial products are expected
from SiTime and Discera. These companies are fabless and will
sell devices since this model allows for higher revenues than
licensing. Large semiconductor companies like nxp, st and potentially
Freescale are also likely to join the fray.
The mems sensor company vti Technologies recently announced its
cooperation with the leading Finnish research organization vtt
and mems products are anticipated in 2008. Large Japanese manufacturers
of quartz oscillators such as Epson are investigating mems oscillators,
and some may enter the market by 2010. Some quartz vendors are
currently also considering acquisition of mems technology.
A note of caution With so many nice things going on in mems oscillators, we offer two notes of caution: first, specifications and second, reliability. Regarding specifications, one needs to make sure the mems oscillator works at sufficiently high temperatures. At the same time, reliability testing requires effort and time spent on the production of devices rather than of research wafers.
Conclusion: hype or hit?
During the 2002-2004 time frame, we polled potential end-users
in the cell phone and consumer electronics industries for their
views on mems. Most did not consider it necessary to abandon established
quartz technology. Today, the same people talk with enthusiasm
about mems oscillators. This goes to prove that several years
of developmental engineering have paid off handsomely and solved
many of the early commercialization growth pains. New, exciting
technology targeting mass markets driven by start-ups are often
characterized by confusion or exaggeration, but all in all, we
believe that mems oscillators will follow bulk acoustic wave devices
as the second rf mems mass product. If SiTime keeps to schedule
and ships its first million devices by years-end, a major step
will have been taken towards a bright mems future!