Digitimes reports that "Demand for high-end CIS components has weakened in the wake of the US trade sanctions against Huawei. But suppliers are ramping up CIS shipments to the midrange segment to meet growing demand from other Chinese handset vendors, such as Oppo, Vivo and Xiaomi who are keen on cannibalizing Huawei in their domestic market.
Major CMOS image sensor (CIS) suppliers including Samsung Electronics and OmniVision reportedly have been pushing sales of midrange CIS components to Chinese handset brands due to increasing market demand, according to industry sources."
IFNews quotes Credite Suisse that optical fingreprint sensor companies focus their development efforts in 3 key areas:
- integration optical fingeprint sensors into LCD displays
- large area sensing for OLED displays
- In-cell TFT sensors
Credit Suisse believes that Novatek and Egis/FocalTech are ahead of others (Synaptics and Goodix) on in-cell TFT sensor integration.
M14 Intelligence publishes an interview with Robosense VP LeiLei Shinohara talking about the price pressure on LiDAR market:
"Regarding the pricing part, at least in the near future like 2022 or 2023, the acceptable pricing for the OEM customers could be much less than 1000 USD. However, we have also received requests from most of our customers for LiDARs in the price range of 500 USD or even lower. We have also seen that the customer losses interest if the price of LiDARs is more than 1000 USD. Hence, we expect that for bigger volume deals, the price could reach somewhere below 500 USD."
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