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!

10 comments:

  1. 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 ...

    ReplyDelete
    Replies
    1. 8 MAJOR suppliers not 8 suppiers

      Delete
  2. 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.

    ReplyDelete
    Replies
    1. 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. LFoundry: We offer that to all customers.

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

    ReplyDelete
    Replies
    1. 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.

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

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

    ReplyDelete

All comments are moderated to avoid spam.