Saturday, October 13, 2012

More Market Data from Yole

Yole Developpement published a sampler of its 2012 "Status of the CMOS Image Sensors Industry". It has an interesting value chain slide:

Although the numbers are retouched, the pie chart presents Yole's view on CIS fab shares:

Update: i-Micronews site shows few more interesting slides from the report:

Few more quotes:
  • BSI image sensors account for 18% of total CIS sales in 2012. This fast adoption of the BSI technology is expected to reach more than 50% by 2017, increasing revenue to $5.7B.
  • On IDM vs fabless: The only companies that are financially sustainable with an IDM model are vertically integrated from leading-edge 300mm CIS manufacturing up to the system level: Samsung, Sony, Panasonic and Toshiba.
  • CMOS image sensor market is expected to grow at an 11% CAGR in revenue in the 2012 - 2017 period, growing from $6.6B in 2012 to $11B in 2017.
  • Three fast emerging applications of significant size should drive the growth of the market to an expected CAGR over 30%: Tablets, Automotive, and Smart TV.
  • The CIS sales for tablets will represent nearly $1.5B in 2017.


  1. Any idea about the costprice of the report ?

  2. 3590 euros (Launch price):

  3. Hello Vladimir, please note errata in the BSI numbers that are given in the press release: BSI image sensors sales are estimated to account for 25% total CIS revenue in 2012, and are expected to account for 70% of sales in 2017 with total revenue reaching more than $7.7B.

  4. Wow..Looks like Aptina is sinking very quickly. Sad to see their management lead things to this. They had good engineering teams.

  5. If you could read the comments that are in the report, I think you would have a different look at Aptina. I wouldn't say Aptina is sinking, Aptina develops higher-end products with higher margin and their engineering teams still do great job.
    Secondly, Aptina's sales increased between 2010 and 2011.

  6. Perhaps, Aptina could shutdown their mobile business. This company will be better...


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