Yole Developpement publishes an article "Image sensor “Battle of the Giants”: Sony invests $4B. What does it means for the CIS industry?" by Pierre Cambou. The main point of the article is:
"Yole forecasts that the CIS industry will reach $10B this year, with Sony remaining the undisputed world leader --mainly at image sensor level, but gaining strong momentum at camera module level too. And what will Sony’s $4B be used for? Probably to increase capacity, enhance R&D efforts, and further widen the gap between its competitors. It may also be used in applications that will generate a firm lead in automotive, and to develop sensing technologies for consumer and automotive applications. With this bold financing move, Sony is leveraging its leading technology position and demonstrating the confidence it has in its products, its technology, and its future.
Sony is increasing in strength, and there’s little the competition can do to counter its growth."