Friday, March 04, 2011

Global and China Camera Module Market, 2010-2011

Research In China released its Global and China CMOS Camera Module Industry Report, 2010-2011. Some quotes from the report:

"BSI has become a new standard of CMOS sensor. BSI technology was developed by Sony and further promoted by Omnivision through TSMC. Manufacturers like Samsung, SETI and APTINA are following suit. During the technology migration period, the capacity might fall short of the demand, especially in the case of the CMOS sensor for notebook, which makes meager profit and the manufacturers are reluctant to produce. It is expected that the supply of CMOS sensor will be pinched throughout 2011.

In the field of CMOS camera lens, Taiwanese enterprises are becoming stronger despite intensifying competition, while their Japanese counterparts lag behind. Largan Precision has consolidated its dominant position in the industry, way ahead the runner-up, Asia Optical, in revenue. Thanks to Ether Optronics, the mainland-based subsidiary, Asia Optical is getting increased in shipment. Japanese enterprises are engaged in the cut-throat competition with their Taiwanese peers while facing the pressure of JPY appreciation. Most Japanese enterprises are USD10 billion-level giants, and they won’t provide too much support for CMOS camera lens accounting for less than 1% of their revenue. Take KMOT for example, its revenue from CMOS camera lens business in 2010 shrunk to one third of 2009. The same went for Fujinon, and other Japanese enterprises might quit the field.

On the CMOS camera lens market in 2010, Genius Electronic Optical did a great job. In 2005, Genius Electronic Optical was acclaimed because of the glory of Motorola V3 series. In 2006-2009, Genius Electronic Optical suffered hard blows during the consecutive 4 years. But in the second half of 2009, Genius Electronic Optical passed the supplier authentication of Apple, becoming Apple’s second largest supplier of CMOS camera lens. In 2010, the revenue of Genius Electronic Optical rose by nearly 250%. And it is expected that the revenue of the enterprise in 2011 will increase by more than 5 folds over 2009, with the gross margin climbing up to 22% from -3%.

In the field of CMOS camera module assembly in 2010, Foxconn continued to be the leader in this industry. Both Samsung Electro-Mechanics and LG INNOTEK increased their shipment, shoving Sharp from the first place to the third place. With the contracted shipment of Nokia, the shipment of Sharp will decrease further.

1 comment:

  1. According to a new market report published by Transparency Market Research, “Global Camera Module Market - Industry Analysis, Size, Share, Growth, Trends, and Forecast, 2013 – 2019,” the global camera module market was worth USD 12.00 billion in 2012 and is expected to reach USD 43.06 billion in 2019, growing at a CAGR of 19.7% from 2013 to 2019. Asia Pacific was the largest market for camera modules in 2012 due to countries such as China, India, Taiwan, Korea, Japan and Singapore supporting their growth. North America was the second largest market.

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