TDK InvenSense

What TDK InvenSense does

TDK InvenSense (legal name: InvenSense, Inc.) is a wholly-owned subsidiary of TDK Corporation, a Japanese electronics conglomerate listed on the Tokyo Stock Exchange under ticker 6762. Founded in 2003 and acquired by TDK in 2017, the company is headquartered in San Jose, California (with firmographic data noting Calgary, Canada in one source) and operates as a B2B supplier of MEMS (Micro-Electro-Mechanical Systems) sensor platforms. The firmographic record lists 501-1,000 employees, and the company reports having shipped over 6 billion sensors cumulatively and holding 1,500+ patents across 20+ years of sensor innovation, leveraging 90 years of TDK's broader electronics leadership.

The company's product portfolio centers on inertial sensors (gyroscopes, accelerometers, and 6-axis IMUs such as the ICM-45605 with proprietary BalancedGyro technology), microphones (including the T5838 PDM microphone with Acoustic Activity Detect), ultrasonic Time-of-Flight sensors (ICU-20201), and magnetic sensors (Hall-effect and TMR). These hardware products are complemented by software platforms including Sensor Fusion, VibeSense360 (audio-haptic fusion for hearables), PositionSense/Trusted Positioning (location and navigation), Machine Learning (edge AI), and Image Stabilization (OIS/EIS), plus developer tools such as SensorStage and an Intelligent Sensor Selector. Application focus spans consumer electronics (smartphones, wearables, hearables, AR/VR), automotive and mobility (ADAS, crash detection, navigation), and industrial markets (automation, robotics, predictive maintenance).

TDK InvenSense operates an OEM-embedded go-to-market model, selling components directly to manufacturers and tier-1 suppliers for integration into end products, with global distribution channels, regional sales representatives, and an online storefront. Revenue is generated primarily through hardware sales via quote-based B2B contracts; pricing is not publicly disclosed. Anchor customers include Apple (for TMR iPhone camera sensors, motion tracking for Crash Detection and Activity Tracking, and Face ID integrated circuits manufactured via TSMC and GlobalFoundries domestically under Apple's American Manufacturing Program) and a broader partner brand ecosystem including Shure, Rokid, XREAL, Engo, WeWALK, Enchanted Tools, and iSee. The company is also expanding its industrial AI presence through the TDK SensEI edgeRX platform, deployed via partnerships with Presidio (global) and Mindsets (EMEA).

Name

TDK InvenSense

Legal name

InvenSense, Inc.

Website

https://invensense.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

501–1,000 employees

Ownership category

akta.pro rank

Product category

MEMS Sensor Components

NAICS

Instrument Manufacturing for Measuring and Testing Electricity and Electrical Signals (334515), Navigational, Measuring, Electromedical, and Control Instruments Manufacturing (3345), Navigational, Measuring, Electromedical, and Control Instruments Manufacturing (33451)

SIC

Instruments For Meas & Testing Of Electricity & Elec Signals (3825), Electronic Components & Accessories (3670), Industrial Instruments For Measurement, Display, And Control (3823)

akta.pro primary industry

Inertial & Motion Sensors (Accelerometers/Gyroscopes/IMUs) (HDAHALAA)

akta.pro secondary industries

Microphones & Acoustic MEMS (MEMS Mics/Ultrasonic Transducers) (HDAHALAH), Sensor Fusion, Interface ICs & Modules (AFE/Readout/Packaging/Calibration) (HDAHALAO), Imaging Sensors (CMOS/CCD/ToF/Depth) (HDAHALAF), Industrial-Grade Sensors & Transducer Components (Discrete sensing elements, transducers, MEMS sensors) (IMAGAJAO)

Keywords

• MEMS sensor platforms
• Inertial measurement units
• Ultrasonic time-of-flight sensors
• Motion tracking sensors
• TMR magnetic sensors

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Personnel, Supply Chain, Operations, Marketing or Sales, Infrastructure

Revenue model

1. MEMS Sensor Hardware Sales: TDK InvenSense generates revenue primarily through the sale of MEMS sensors including gyroscopes, accelerometers, ultrasonic sensors, microphones, Hall sensors, and TMR sensors to OEM manufacturers and tier-1 suppliers in consumer electronics, automotive, and industrial markets.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

TDK InvenSense designs, manufactures, and sells MEMS sensor components and supporting software solutions for OEMs and tier-1 suppliers. Its product portfolio includes inertial sensors (gyroscopes, accelerometers, 6-axis IMUs), MEMS microphones, ultrasonic Time-of-Flight sensors, and Hall/TMR magnetic sensors, complemented by software platforms for sensor fusion, image stabilization, positioning, and on-device machine learning. These components are embedded into consumer electronics, automotive systems, industrial equipment, hearables, AR/VR devices, and robotics.

Product overview

TDK InvenSense is a sensor technology company offering a comprehensive portfolio of MEMS-based sensing solutions. The product lineup centers on inertial sensors (gyroscopes, accelerometers, 6-axis IMUs like the ICM-45605), microphones (including the T5838 PDM microphone with AAD), ultrasonic Time-of-Flight sensors (ICU-20201), and magnetic sensors (Hall and TMR). These hardware products are complemented by software solutions including Sensor Fusion, VibeSense360 (haptic feedback), PositionSense (location/navigation), Machine Learning (edge AI), and Image Stabilization (OIS/EIS). The company also provides development tools like SensorStage and an Intelligent Sensor Selector. TDK InvenSense has shipped over 6 billion sensors worldwide and holds 1,500+ patents, serving applications across consumer electronics, automotive, industrial, wearables, hearables, AR/VR, gaming, robotics, and drones.

Differentiator

Problem solved

Functional benefit

Brands

• VibeSense360: Sensor fusion solution for hearables and wearables enabling advanced audio and haptics integration
• PositionSense
• Trusted Positioning
• SensorStage
• TDK SensEI

Products and services

• Inertial Sensors (Gyroscopes & Accelerometers) MEMS-based gyroscopes and accelerometers that detect motion, rotation, and orientation for OEM integration into consumer electronics, automotive safety systems, and industrial equipment.
• ICM-45605 6-Axis MEMS Motion Sensor Ultra-high-performance 6-axis MEMS motion sensor with BalancedGyro technology for OEMs requiring low-power, precise motion tracking in wearables, smartphones, and IoT devices.
• MEMS Microphones Digital PDM and analog MEMS microphones used for audio capture in smartphones, hearables, and consumer devices, including ultra-low-power variants with on-chip activity detection.
• T5838 Digital PDM Microphone Low-noise, high acoustic-overload-point digital PDM microphone with fifth-order Σ-Δ modulator and Acoustic Activity Detect (AAD) for always-on listening at very low power consumption, targeting hearables, wearables, and IoT applications.
• Ultrasonic Time-of-Flight Sensors High-performance ultrasonic sensors measuring object ranges from 20cm to 5m with customizable field-of-view up to 180°, used for proximity sensing, obstacle detection, and presence detection in automotive, industrial, and consumer applications.
• ICU-20201 Ultrasonic ToF Sensor High-performance ultrasonic Time-of-Flight sensor with integrated DSP, measuring ranges from 20cm to 5m at up to 150 samples/sec in a compact LGA package, suitable for automotive, robotics, AR/VR, and industrial proximity applications.
• Magnetic Sensors (Hall & TMR) Hall-effect and Tunneling Magnetoresistance (TMR) magnetic sensors for precise magnetic field detection in automotive, consumer, and industrial applications, including image stabilization and camera modules.
• Sensor Fusion Software Software solution that fuses data from multiple sensors (gyroscope, accelerometer, microphone, etc.) to deliver accurate motion detection, orientation tracking, and contextual awareness for OEMs integrating TDK sensor platforms.
• VibeSense360 Platform Sensor fusion platform combining microphone and motion data to deliver advanced haptic feedback and immersive audio-haptic experiences for hearables and wearables manufacturers.
• PositionSense Positioning Software Location and positioning software that delivers accurate position and navigation data by leveraging TDK's inertial and magnetic sensor portfolio, targeted at OEMs building navigation and tracking products.
• On-Device Machine Learning for Sensors Edge AI and machine learning software that runs on TDK sensor platforms to enable real-time, low-latency on-device decision-making for industrial and consumer applications.
• Image Stabilization (OIS & EIS) Optical Image Stabilization (OIS) and Electronic Image Stabilization (EIS) solutions combining TDK's motion and magnetic sensors to enable stable imaging in smartphone and camera modules.
• TDK AIsight AI Glasses AI-powered smart glasses reference design featuring TDK InvenSense sensors and on-device AI processing, showcased at CES 2026 to demonstrate smart glasses and AR/VR sensor applications.
• edgeRX Industrial Edge AI Platform (TDK SensEI) Edge intelligence industrial AI platform combining TDK SensEI's AI capabilities with partner integration for machine health monitoring, predictive maintenance, and factory floor operations, distributed globally through Presidio and other channel partners.

Quantifiable outcome

• 6+ billion sensors shipped worldwide
• +2 more outcomes

Named customers8 records

Segments7 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature10 records

Partnerships

Five partnerships are on record, tiered flagship and core.

• PresidioflagshipStrategic or Co-development Partner · 19 May 2026Presidio and TDK SensEI expanded their strategic partnership to globally offer the edgeRX industrial AI platform for machine health monitoring and predictive maintenance. The platform combines TDK SensEI's AI capabilities with Presidio's Maintenance AI to help manufacturers reduce unplanned equipment downtime, which can cost tens of thousands of dollars per hour. The companies describe edgeRX as a production-ready agentic AI solution for factory floor operations, quality control, and operational performance optimization.
• ApplecoreOEM/ Whitelabel/ Licensing Partner · 26 March 2026TDK joined Apple's American Manufacturing Program as a new partner, committing to produce TMR sensors for iPhone cameras in the US for the first time after 30 years of supplying Apple internationally. TDK will manufacture sensors in the US as part of Apple's $400 million investment through 2030, supporting domestic production of critical components for Apple products.
• MindsetscoreStrategic or Co-development Partner · 11 February 2026Mindsets partnered with TDK SensEI to deploy the industrial edge-intelligence platform edgeRX to customers across EMEA (Europe, Middle East, and Africa). The partnership represents a significant expansion of TDK SensEI's presence in EMEA while enhancing Mindsets' ability to help organizations advance digital and industrial transformation initiatives.
• TSMCcoreOEM/ Whitelabel/ Licensing PartnerTSMC Washington manufactures integrated circuits for Bosch sensing hardware as part of Apple's American Manufacturing Program, with TDK as a key sensor supplier in this supply chain ecosystem.
• GlobalFoundriescoreOEM/ Whitelabel/ Licensing PartnerGlobalFoundries establishes semiconductor process technologies in Malta, New York, for Apple applications including Face ID systems, with TDK sensors integrated into this domestic manufacturing ecosystem.

Scale indicators7 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• STMicroelectronics: STMicroelectronics is a leading global MEMS motion and environmental sensor supplier (accelerometers, gyroscopes, IMUs, microphones) serving consumer, automotive, and industrial OEMs. It competes directly with TDK InvenSense across nearly every product category, including IMUs and microphones, and is repeatedly cited alongside InvenSense as a top MEMS supplier.
• Bosch Sensortec: Bosch Sensortec is a division of Robert Bosch and one of the largest MEMS sensor manufacturers worldwide, producing accelerometers, gyroscopes, IMUs, environmental sensors, and smart sensors for consumer electronics. It is TDK InvenSense's most cited direct competitor in independent MEMS market reports and shares similar OEM customer bases.
• Murata Electronics: Murata is a major Japanese MEMS sensor supplier (accelerometers, gyroscopes, ultrasonic sensors, and inclinometers) competing directly with InvenSense in consumer electronics and automotive markets. It is consistently listed among the top MEMS suppliers alongside TDK InvenSense, STMicroelectronics, and Bosch.
• Analog Devices: Analog Devices produces high-performance IMUs, accelerometers, gyroscopes, and MEMS-based sensing solutions for industrial, automotive, and aerospace applications. It competes with TDK InvenSense in precision motion sensing and is named alongside InvenSense as a key MEMS sensor supplier in industry reports.
• NXP Semiconductors: NXP offers MEMS-based accelerometers, gyroscopes, and sensor fusion solutions for automotive (safety, ADAS), industrial, and consumer applications. Its automotive-grade motion sensors overlap with TDK InvenSense's automotive and industrial product lines, particularly around safety-critical and AEC-Q-qualified sensors.
• Infineon Technologies: Infineon (including its acquired XENSIV portfolio) supplies MEMS microphones, pressure sensors, and motion sensors for consumer, automotive, and IoT applications. It directly competes with TDK InvenSense in MEMS microphones and pressure/magnetic sensors, particularly in automotive and hearables markets.
• ams-OSRAM: ams-OSRAM designs and manufactures a broad portfolio of sensor solutions including MEMS microphones, environmental sensors, and imaging sensors for consumer, automotive, and industrial markets. It competes with TDK InvenSense in microphones, magnetic sensors, and emerging AR/VR sensing applications.

Broad incumbents

• Qualcomm Technologies: Qualcomm integrates sensor hubs and on-device AI processing within its Snapdragon SoCs for smartphones, wearables, and AR/VR platforms, providing broad incumbency across the same OEMs TDK InvenServe serves. While not a direct MEMS vendor, its sensor-hub and edge-AI roadmap overlaps with InvenSense's sensor fusion and ML platform strategy.
• Sony Semiconductor Solutions: Sony is the dominant global supplier of CMOS image sensors, providing imaging and ToF sensors integrated alongside TDK InvenSense IMUs in premium smartphone cameras (including iPhones). It overlaps with InvenSense's image stabilization and camera-system positioning rather than motion sensors directly.
• Honeywell Sensing & Safety Technologies: Honeywell supplies a broad portfolio of industrial-grade position, pressure, flow, and motion sensors used in factory automation, aerospace, and industrial condition monitoring. It overlaps with TDK InvenSense's industrial motion and predictive maintenance offerings, especially around ruggedized sensors and machine health monitoring.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/InvenSense
• YouTubeyoutube.com/channel/UCIdh4OJK5w4HEtJWOHpH_g
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/invensense-inc
• Instagraminstagram.com/tdk_corporation_official
• GitHubgithub.com/tdk-invn-oss

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TDK InvenSense