Counterpoint Research publishes its analysis of smartphone image sensor market. Its key points are:
- An annual revenue growth rate of up to 10%
- The total revenue from smartphones is likely to grow above $12b
- Smartphones is the single largest end-market accounted for nearly 70% of the overall CIS revenue in 2018
- In 2018, each smartphone featured 2.4 image sensors on average
- By 2020, this number is expected to be over three
- In 1H 2019, over US$5b worth of CIS were sold in smartphones.
- Sony Image Sensor Solutions accounted for over 20% of Sony’s total operating income during the quarter ending June 2019
- In Q2 2019, Sony earned 195 billion yen or over US$1.8b from image sensor sales
- Sony is planning to invest in CIS ~700 billion yen (~$6.5b) during the period of 2018~2020
- Samsung LSI is to invest KRW 133 trillion (roughly $10.8b) for non-memory semiconductors
- Samsung CIS business stands at ~$2.46b in terms of revenue
- Samsung’s image sensors are used in its own phones as well as in Chinese brands like Xiaomi, Vivo, and OPPO
- During H1 2019, Sony and Samsung together occupied approximately 85% of sales revenue
- Smaller players like OmniVision and SK Hynix are primarily used in front cameras or multi-camera setups as supplementary sensors
- SK Hynix plans to transform part of its DRAM fabs to production of CIS
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