Who's with Whom in Camera-Phone Industry

Okokok published report "The Development of Camera Phone Module Industry, 2005-2006".
It contains the data on manufacturing base of few image sensor companies:

Manufacturer	Maximum pixel （megapixel）	Manufacturing plant
OmniVision	5.17	TSMC
Micron	5.04	Has its own wafer plant
Magnachip	3.2	Has its own wafer plant
ST	2	Has its own wafer plant
ESST	1.3	Has its own wafer plant
Transchip	2	TSMC
Agilent	5	TSMC
pixelplus	3.2	Dongbu Anam
Kodak	30	IBM
Toshiba	3.2	Has its own wafer plant
Crypress	3	Has its own wafer plant
Samsung	7	Has its own wafer plant
Pixart	1.3	Subsidiary of UMC
TASC	2.1	TSMC
ElecVision	0.3	TSMC
Galaxycore	3	SMIC

Interesting quotes:

"The [camera module] assembly processes of most manufacturers are centralized in Taiwan. For instance, Omnivision entrusts VisEra to assemble, Micron entrusts Kingpak, Samsung entrusts ASE, Pixart entrusts Sigurd, and IC Media entrusts King Yuan Electronics."

"Lens manufacturers are concentrated in Taiwan, Japan and South Korea. Due to its high technology content, Lens industry has a high entry threshold. And Taiwan-based enterprises are obviously advantageous in costs with a market share of 57% in 2005, which is expected to reach 65% by 2006.

There are 4 major camera phone lens manufacturers in Taiwan are Genius, Largan, Asia Optical, and Premier. The global market shares for those four are 23%, 25%, 5% and 4% respectively."

"With the pixel upgrade of camera phones, more and more lens manufacturers are engaged in glass lens manufacturing, but the manufacturers who only have plastic lens technologies are declining. Enplas, for instance, whose sales revenue reduced 6 billion yen with a profit decline from 8.45 billion yen to 3.7 billion yen. Especially in 2-megapixel camera phone lens market, glass lens manufacturers are taking obvious advantages; the optical giants like Fujinon, Konica Minolta, and Largan almost monopolize the market."

"As for assembly industry, Flextronics has become the largest camera phone module manufacturer in the world after it acquired the CMOS image sensor department of Agilent, and the image sensor testing plant of ASE; however, it does not have very efficient R&D. Altus, affiliated to Foxconn Group, developed fast, and its market share has risen from 4% in 2004 to 9% in the second half of 2005 with a shipment of 41 million sets. Meanwhile, [Chinese] domestic manufacturers are declining sharply. During the first half of 2005, the operation revenue of Macat’s major businesses was 157 million Yuan, a 40% decrease year-on-year; the profit of its major businesses was 3.55 million Yuan, a 82% decrease year-on-year; and its net losses were 14 million Yuan, a 286% increase year-on-year. This is mainly caused by the loss of its major client Agilent, which turned to Fextronics."