Monday, July 08, 2013

Yole on Image Sensor Market

Yole Developpement published a presentation on image sensor market dated by June 7, 2013. The presentation mostly talks about industrial and machine vision markets, but not only:


Thanks to MM for the link!
Posted by Vladimir Koifman at 20:42

10 comments:

  1. AnonymousJuly 8, 2013 at 9:39 PM

    Dear Mr. Yole,
    Have you ever heard about Teledyne DALSA ? or Forza Silicon ? or Brookman Technologies ? or BAE ? There are many more companies in the field that are involved in machine vision sensors than the ones you mention. BTW, the same is true for the foundries ! If you consider LFoundry as a source for machine vision sensors, I can name at least 3 more ...

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    1. AnonymousJuly 8, 2013 at 10:45 PM

      8 MAJOR suppliers not 8 suppiers

      Delete
  2. DaniniJuly 9, 2013 at 9:37 AM

    Dear anonymous,

    Here is the answer to your question: indeed this is a non-exhaustive list of suppliers, during my presentation my objective was to spot the concentration "off-the-shelf" machine vision image sensors players.
    I didn't show Dalsa because they mostly manufacture their sensors for their internal use. Forza Silicon, Brookman Tech., I suppose they make most of their revenue through NRE.
    Concerning Lfoundry, they now manufacture Aptina's sensors, that's why I have included them on the map.
    I am very open to any comment, my email is stated on the first slide of the presentation.

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    1. AnonymousJuly 9, 2013 at 8:58 PM

      If LFoundry is manufacturing for Aptina, that is a natural consequence of fab transfer from Aptina to LFoundry. But that does not mean that LFoundy is acting as a foundry (open to the wide world) with their fab in Italy. I do agree with the comment below, Yole's knowledge about the imaging industry is too small to spend money on their reports.

      Delete
    2. AnonymousJuly 19, 2013 at 10:28 AM

      LFoundry: We offer that to all customers.

      Delete
  3. AnonymousJuly 9, 2013 at 6:42 PM

    The knowledge of Yole on imaging industry is very limited. Their report is not useful.

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    1. DaniniJuly 11, 2013 at 11:15 AM

      Knowledge is very relative and depends on your interlocutor.
      As a consequence Yole's position is to combine value at several levels: technology, market, applications, supply chain & players’ history. While an investor will find valuable information in each of these parts because he doesn't know the industry, a CIS technologist will not learn of our tech analysis but rather in our applications analysis, an equipment supplier will be rather interested in our wafer sales forecast & tech analysis...
      These reports are made to bring value out of your field of expertise.

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    2. Eric R FossumJuly 11, 2013 at 2:39 PM

      I wonder how you decided on the list of things to innovate? These all seem like things well in progress at various places.

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    3. DaniniJuly 11, 2013 at 5:06 PM

      Exactly Eric. I definitely agree that out of their context these screenshots can seem ambiguous. Here is the context: that presentation was done at the European Machine Vision Association conference where I was asked to give an outlook on the image sensors in 2020. So my point was to spot the on-going innovations intended for the consumer market that could benefit to the machine vision market and I gave insights about the advantages & the challenges for an adoption in MV.

      Delete
  4. AnonymousJuly 9, 2013 at 9:46 PM

    LFoundry is acting as a foundry (open to the world). This report is accurate.

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