Samsung Securities published its analysis of Galaxy S3 camera supply chain. Few interesting quotes from the document:
Sony keeps second sourcing of the rear camera for the new Samsung smartphone leader:
Forecast of BSI adoption rate in smartphones, according to Samsung and Sony:
Camera module market shares:
Chart 5 shows a really diversified market when it comes to number of suppliers. Consolidation will most likely take place when the profit margins shrink. Who will buy who?
ReplyDeleteS5C73M3 is ISP part no. , not sensor part no. .
ReplyDelete