Sunday, June 05, 2016

Yole 2016 Market Report and Rankings

Yole publishes 2016 "Status of the CMOS Image Sensor Industry 2016: New Market and Technology Dynamics" market report and a slide deck by Pierre Cambou and Jean-Luc Jaffard. Few quotes:

"Driven by renewed mobile and automotive applications, the ... industry is expected to expand at a compound annual growth rate (CAGR) of 10.4% from 2015 to 2021, reaching US$18.8B market value by 2021.

One big story this year is the consumer market, which is recovering from the total collapse of digital photography. While action cameras seem to have reached a ceiling, new applications such as drones, robots, virtual reality and augmented reality are ready to rejuvenate this emblematic market. The Automotive camera market has established itself as a key growth market for CIS... Image analysis is the new frontier and early usage of artificial intelligence is catching people’s imagination. We are therefore in the middle of an explosive growth pattern that will not slow down before 2021. An exceptionally high 23% CAGR is predicted in automotive for the 2015-2021 period.

Sony has 50% of the world’s production capacity with ‘only’ 35% global market share shows its ambition. Its current lack of profitability shows that market pressure is extremely high.

SK Hynix is a great example of how quickly a prominent position can be obtained. The company has propelled itself into the top 10 in very little time. It has been able to monetize the increasing resolution of smartphone front-facing cameras, therefore capturing business from Galaxycore and Omnivision.
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