Monday, June 25, 2012

Samsung Galaxy S3 Camera Supply Chain

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:


  1. 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?

  2. S5C73M3 is ISP part no. , not sensor part no. .


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