Home > Reports & Monitors > CMOS Image Sensor Quarterly Market Monitor
The CIS industry is still growing fast, but 2021 may have some worries.
Key features of the monitor
- Quarterly update of the data
- Market forecast through 2026 in $US, units, and wafers
- Market share (Sony, Samsung, OmniVision, ON Semiconductor, STMicroelectronics, SK Hynix, and Smartsens) from 2016 to present: by revenue ($US), segment ($US), technology (wafer), and foundry (wafer)
- Demand forecast through 2026 by category (including mobile, consumer, security and automotive), in US$ revenue and units
- Supply forecast through 2026: by supplier for wafer production in thousands of wafers per month by fab, technology mix in percentage of wafers, and process node (% of wafers)
This monitor is not part of our Bundled Offer and Full Yole Développement yearly subscription.
Table of contents
CIS market overview
- Key comments for Q4 2020
- CIS market dynamics
- Revenue
- Shipments
- Pricing
- Quarterly revenue: Near term
- Quarterly revenue: Long term
- CIS market share
CIS market demand
- CIS market demand overview
- CIS market segment share
- Mobile market
- Consumer market
- Computing market
- Automotive market
- Medical market
- Security market
- Industry market
- Aerospace & Defense market
CIS technology
- CIS wafer production per segment
- Per technology, CIS, logic, memory
- Shipments by CIS technology node, XX nm
- Shipments by technology, FSI, BSI, Stack BSI, Multi-Stack
CIS Supply
- 3D sensing camera revenue per player
- Industry wafer production, CIS wafer production, per foundry – Long/near term – VIS and NIR
- Industry wafer capacity estimation
CIS Player
- Sony – Revenue per quarter and per application
- Samsung – Market mix
- OmniVision – Market mix
- ON Semiconductor – Market mix
- STMicroelectronics – Market mix
- SK Hynix – Market mix
- SmartSens – Market mix
- Panasonic – Market mix
- GalaxyCore – Market mix
- Canon – Market mix
- Others – Market mix
Description
CMOS IMAGE SENSORS (CIS) HAVE BECOME A KEY SEGMENT IN THE
SEMICONDUCTOR INDUSTRY
CIS use a variant of the CMOS memory process and have become a key segment in the semiconductor industry. In 2020 the segment was worth $20.7B, exceeding 4.7% of total semiconductor industry sales. This segment has made Sony a significant semiconductor player, alongside other CIS players such as Samsung, OmniVision, and STMicroelectronics.
Innovative approaches like wafer stacking have emerged and have become key developments for the semiconductor market in general.
There is now a fierce rivalry in this sector and imaging has become the focal point for consumer electronics OEMs and the entire semiconductor supply chain.
Yole Développement (Yole) is publishing monitors containing world-class research, data, and insights pertaining to the imaging markets, in quarterly instalments. These monitors analyse the CIS market’s evolution in terms of revenue, shipments, capital expenditure, and near-term price evolution, as well as demand per market segment and CIS technology evolution. 3D sensing and IR sensing are also included in these quarterly imaging monitors, as well as detailed profiles of main suppliers.
In the future, Yole will extend its imaging coverage to key components of the Compact Camera Module (CCM) market.
IMAGE SENSOR ATTACHMENT RATES ARE INCREASING, THANKS TO MULTI
CAMERA TREND
Since 2007, smartphones have completely disrupted the imaging market and its corresponding technology. Just five years later,
digital still-cameras reached a production peak, and phones became the primary imaging device for consumers. New use-cases linked to social media began fuelling the need for high-quality rear world-facing cameras for photography, quickly followed by front selfie cameras for videos and top-grade photography. 2015-2020 saw additional cameras attached, either to extend the zoom capability on the rear or to provide 3D biometric interaction on the front.
Since 2019, 3D cameras are pushing the trend further to the phone’s rear, improving the photographic experience and making inroads into augmented reality (AR) applications.
The CIS industry is valued $20.7B in 2020 with a 7.3 % Year-over-Year (YoY) growth in COVID-19 situation. 2020 illustrated the combination of high demand for CIS and sanctions on Huawei contributing to additional inventories of CIS.
Yole’s quarterly monitor will answer the pressing questions facing this industry, including:
- What is the latest news?
- What is the status of the market indicators? Is the market growing or shrinking? What are the revenues of the leading companies?
- What demand segments will emerge to compensate for diminishing consumer categories?
- How much farther will the CIS roadmap extend? Is there a future beyond hybrid stacking?
- How will AI and machine learning impact CIS demand and the technology roadmap?
- Will autonomous vehicles meaningfully impact the CIS market? If so, when?
- Will CIS capital expenditures continue their recent upward trend, or will capital intensity climb too high and threaten supplier stability?
With its CIS Quarterly Market Monitor, Yole Développement provides opinions on and answers to all of these questions, including NIR sensing. Yole’s Quarterly CIS monitor will be published at the beginning of March (Q1), June (Q2), September (Q3) and December (Q4) every year. It will give you a closer look at the CIS main markets and main players.
CIS QUARTERLY MARKET MONITOR – CONTENT
The CIS Quarterly Market Monitor contains all the data related to CIS revenue per quarter.
That includes CIS shipments, near and long-term revenue, market share per quarter, capex per company, and market demand/supply forecasts.
There is also a complete analysis and details of the demand side, with a deep dive into mobile, consumer, computing, automotive, medical, security, defense and aerospace, and industrial.
For the top players, Sony, Samsung, OmniVision, ST Microelectronics, On Semiconductor, SK Hynix, Smartsens and others, the CIS Quarterly Market Monitor furnishes a detailed analysis of capex, shipments, and wafer production per technology including process mix, along with the expected impact of CIS technology changes. It includes the following deliverables:
- Excel database with all historical and forecast data
- PDF slide-deck with graphs, comments and analysis regarding expected evolution
- Direct access to a Yole Développement analyst for one year, providing an opportunity for on-demand Q&A and discussions regarding trends, analyses, forecasts, and breaking news
WHAT ABOUT THE IMAGING RESEARCH?
A full package:
The CMOS Image Sensor Quarterly Market Monitor includes the following deliverables:
- Excel database with quarterly update on historical and forecast data
- PDF slide deck with graphs and comments/analysis covering expected evolutions
- Direct access to a Yole Développement analyst for one year, providing an opportunity for on-demand Q&A and discussions regarding trends, analyses, forecasts, and breaking news
Frequency:
Receive every quarter the updated Market Monitor documents
Monitored Companies
Canon, GalaxyCore, OmniVision, On Semiconductor, Panasonic, Samsung, SK Hynix, Smartsens,
Sony, STMicroelectronics, and more.
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