Integrated microphones driving a robust audio market

Update: November 2, 2021
The highest growth rate will be seen in dedicated APUs and SoCs for audio-centric end-systems. This market is expected to have a 13.3% CAGR between 2020 and 2026, from $1.8 billion in 2020 to $3.9 billion in 2026. MEMS microphones are the components forecast to have the second-highest growth rate between 2020 and 2026, a 10.5% CAGR from $1.4 billion to $2.5 billion. This growth can mainly be attributed to an increasing attachment rate of microphones in most end-systems, enabling a multitude of functionalities and enhancing the audio experience. Microspeakers will be the largest market segment of the audio industry with $11 billion in 2026. Integrated microphones driving a robust audio market Microphones are increasingly being integrated into all types of consumer devices to support smart assistant integration and immersive audio experiences. The integration of audio processing and AI computing functions inside APUs or SoCs for specific end-systems is another major trend. In addition, TWS earbuds are becoming a commodity product, boosting sales of audio related components. On the microphone side, Goermicro, Knowles and AAC are the uncontested leaders. Other players like MEMSensing, Zilltek, and Gettop are now part of the market. Integrating audio processing and AI computing functions is increasing share of the APU/SoCs proposed by large players such as Qualcomm and MediaTek. The leading microphone suppliers  are Knowles, Goermicro AAC Technologies, STMicroelectronics, TDK InvenSense, TDK Epcos, Cirrus Logic, and Vesper. TWS earbuds are experiencing a particular boom, both in volume and technology. From a sub-million market in 2015, the TWS earbud market is expected to reach 859 million units in 2026, getting closer to smartphone volumes each year, which are expected to be 1.4 billion units in 2026. The market offers a wide range of price points, from $10 for QCY (T1C earbuds) to more than $200 for Apple (AirPods). These  devices have up to six microphones per pair of earbuds (for the high-end models such as AirPods), dedicated audio codec chips, and highly audio capable SoCs. Microphones and other audio components are also making their way into cars in several applications. One of these applications is voice interaction, as in other systems. While voice interaction is useful as the driver’s hands are operating the vehicle, the ambient noise inside the car must also be considered. Therefore, another increasingly important application for automotive audio is RANC . By using active noise control, the noise in the car can be actively reduced. As well as improving the comfort of passengers, the technology also allows car makers to remove sound-absorbing and vibration-dampening materials. This reduces the car’s total weight and improves fuel efficiency or maximum range.