IFNews quotes Credit Suisse saying:
- Samsung CIS business is growing, both 300mm and 200mm wafer-based
- TSMC 40nm process supply is tight due to high demand of image sensors
- Possible SMIC blacklisting would impact Omnivision and Sony production
Credit Suisse estimates that smartphones with 4+ cameras capture more than 30% of the market in Q2 2020:
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