Saturday, October 13, 2012

More Market Data from Yole

Yole Developpement published a sampler of its 2012 "Status of the CMOS Image Sensors Industry". It has an interesting value chain slide:


Although the numbers are retouched, the pie chart presents Yole's view on CIS fab shares:


Update: i-Micronews site shows few more interesting slides from the report:


Few more quotes:
  • BSI image sensors account for 18% of total CIS sales in 2012. This fast adoption of the BSI technology is expected to reach more than 50% by 2017, increasing revenue to $5.7B.
  • On IDM vs fabless: The only companies that are financially sustainable with an IDM model are vertically integrated from leading-edge 300mm CIS manufacturing up to the system level: Samsung, Sony, Panasonic and Toshiba.
  • CMOS image sensor market is expected to grow at an 11% CAGR in revenue in the 2012 - 2017 period, growing from $6.6B in 2012 to $11B in 2017.
  • Three fast emerging applications of significant size should drive the growth of the market to an expected CAGR over 30%: Tablets, Automotive, and Smart TV.
  • The CIS sales for tablets will represent nearly $1.5B in 2017.

7 comments:

  1. Any idea about the costprice of the report ?

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  2. 3590 euros (Launch price):

    http://www.i-micronews.com/reports/Status-CMOS-Image-Sensors-Industry/10/321/

    ReplyDelete
  3. Hello Vladimir, please note errata in the BSI numbers that are given in the press release: BSI image sensors sales are estimated to account for 25% total CIS revenue in 2012, and are expected to account for 70% of sales in 2017 with total revenue reaching more than $7.7B.

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  4. Wow..Looks like Aptina is sinking very quickly. Sad to see their management lead things to this. They had good engineering teams.

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  5. If you could read the comments that are in the report, I think you would have a different look at Aptina. I wouldn't say Aptina is sinking, Aptina develops higher-end products with higher margin and their engineering teams still do great job.
    Secondly, Aptina's sales increased between 2010 and 2011.

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  6. Perhaps, Aptina could shutdown their mobile business. This company will be better...

    ReplyDelete

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