Tuesday, February 10, 2015

IBS on Image Sensor Market

International Business Strategies, Inc, forecasts image sensor market growth and partitioning (slide #16):

and says that image sensor fabs live long lives (slide 25):

1 comment:

  1. It also seems to imply that image sensor fabs lag behind digital processes by about 8 years.

    I'm not sure what to make of the FinFET lifetimes though; they appear to be slightly shorter than Planar but only when considering the marginal time after a new node has been developed. Is this due to the greater cost-overhead outside of lithography (which can't be the complete story because rarely is the going to a smaller node simply a matter of doing finer litho) which leads to incentive to upgrade an entire line rather than continue production using the amortized line?


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