Digitimes: Tessera estimates global CIS shipments reached 1.2 billion in 2007, according to company COO Mike Bereziuk. The amount is expected to grow to 1.4 billion in 2008 and further to hit 1.8 billion in 2010. Cameraphones are the major growth driver. Tessera believes that handsets with two cameras will be a future trend. In addition to handsets, notebook, surveillance and automobile applications are also some of the major drivers of demand.
Bereziuk identified wafer-level packaging (WLP) as a future technology trend for CMOS image sensor production. As of 2006, about 31% of CMOS image sensors were produced under WLP, and the ratio is set to expand to 50% in 2010.
unfortunately for Tessera,
ReplyDeleteall of the leading CIS vendors have their own in-house TSV technology (for CIS WLP) and thus will not pay royalties to them.
You are right, Tessera has to bet on emerging players, such as Siliconfile, Magnachip, Superpix, Pixart, Pixelplus. Together they present a good chunk of the market. Also, Tessera can try and convince Omnivision to license its TSV, if royalties are low enough.
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