MEMS, short for Micro-Electro-Mechanical System, is a micro system that integrates mechanical structures, electronic components, sensors, actuators, etc., onto a silicon substrate at the micron scale.
With the rise of new industries such as AI computing, robotics, autonomous driving, and commercial aerospace, the importance of MEMS has become increasingly prominent. MEMS is like a “universal solution,” becoming an indispensable core component in the emerging industrial system.
Based on the core position of MEMS technology in various emerging fields, related publicly listed companies have also attracted significant attention. Below are some representative MEMS publicly listed companies globally and in China, organized by industry chain segments and main application areas.
1. Global Leading MEMS Giants (International Companies)
These companies are industry leaders, holding absolute advantages in technology, patents, and market share.
1. Broadcom – Main Products: MEMS filters. Particularly, its thin-film bulk acoustic wave resonator technology is a core component of the RF front end in smartphones, almost monopolizing the high-end market.
2. Bosch – Main Products: MEMS inertial sensors. The largest MEMS sensor supplier globally, its accelerometers and gyroscopes are widely used in automotive electronics and consumer electronics.
3. STMicroelectronics – Main Products: Comprehensive MEMS product line. A major supplier of MEMS sensors for mainstream smartphone manufacturers like Apple and Huawei, with a strong presence in automotive and industrial sectors.
4. Texas Instruments – Main Products: MEMS mirrors. Its digital light processing technology is fundamentally based on MEMS mirror arrays, widely used in projectors and cinemas.
5. Knowles – Main Products: MEMS microphones. One of the leading manufacturers of MEMS microphones in the consumer electronics sector.
6. Analog Devices – Main Products: High-performance MEMS inertial sensors. It has advantages in high-end fields such as industrial, automotive, and aerospace.
2. Major MEMS Publicly Listed Companies in China
Chinese companies are rapidly catching up in the MEMS field, with strong competitiveness in certain niche markets.
1. MEMS Design and Manufacturing (IDM or Fabless)
These companies are the core of the industry chain, responsible for chip design and sales.
Goertek
Main Business: Acoustic modules, smart hardware OEM.
MEMS Related: One of the world’s leading manufacturers of MEMS microphones, actively expanding into sensor modules and micro-display fields.
AAC Technologies
Main Business: Acoustics, optics, precision manufacturing.
MEMS Related: Similar to Goertek, an important supplier of MEMS microphones, and conducting R&D in MEMS speakers and other fields.
Memsic
Main Business: Focused on MEMS sensors.
MEMS Related: A leading MEMS chip R&D and design company in China, with products including MEMS microphones, pressure sensors, and accelerometers, one of the few pure MEMS chip design companies in the country.
Navitas Semiconductor
Main Business: Signal chain chips.
MEMS Related: Provides signal conditioning ASIC chips for MEMS pressure, acceleration, and other sensors, an indispensable part of MEMS sensors. Also launched self-developed sensor modules.
GigaDevice
Main Business: CMOS image sensors.
MEMS Related: Has technical layouts in MEMS mirrors, MEMS gyroscopes, etc., seeking new growth points.
2. MEMS Manufacturing, Packaging, and Testing Equipment
These companies provide infrastructure and support for the MEMS industry.
China Resources Microelectronics
Main Business: Power semiconductors.
MEMS Related: Has a leading MEMS wafer manufacturing line in China, providing foundry services for multiple design companies.
Silicon Microelectronics
Main Business: MEMS process development and wafer manufacturing.
MEMS Related: Through the acquisition of Swedish Silex, its subsidiary is a top pure MEMS foundry globally, with strong technical capabilities and clients worldwide. It is the purest MEMS foundry stock in A-shares.
Huada Semiconductor/ JCET
Main Business: Semiconductor packaging and testing.
MEMS Related: The packaging of MEMS differs significantly from traditional IC packaging, with high technical requirements. Both of these domestic packaging and testing leaders have MEMS packaging and testing capabilities.
SMIC
Main Business: Integrated circuit wafer foundry.
MEMS Related: Provides MEMS wafer manufacturing services, an important part of the domestic MEMS industry chain.
3. System Integration and Applications (Extensively Using MEMS in End Products)
These companies, while not directly producing MEMS chips, have core products that heavily rely on MEMS, making them significant “consumers” and promoters of MEMS technology.
Huawei– Its smartphones, autonomous driving solutions, and communication devices use a large number of MEMS sensors.
DJI Innovations– Its drone products are a culmination of MEMS inertial sensors, pressure sensors, MEMS microphones, etc.
Baidu/ NIO / Xpeng / Li Auto – These companies involved in autonomous driving use a large number of MEMS LiDAR, IMU, and other sensors in their vehicles.