Dear Mr. Yole, Have you ever heard about Teledyne DALSA ? or Forza Silicon ? or Brookman Technologies ? or BAE ? There are many more companies in the field that are involved in machine vision sensors than the ones you mention. BTW, the same is true for the foundries ! If you consider LFoundry as a source for machine vision sensors, I can name at least 3 more ...
Here is the answer to your question: indeed this is a non-exhaustive list of suppliers, during my presentation my objective was to spot the concentration "off-the-shelf" machine vision image sensors players. I didn't show Dalsa because they mostly manufacture their sensors for their internal use. Forza Silicon, Brookman Tech., I suppose they make most of their revenue through NRE. Concerning Lfoundry, they now manufacture Aptina's sensors, that's why I have included them on the map. I am very open to any comment, my email is stated on the first slide of the presentation.
If LFoundry is manufacturing for Aptina, that is a natural consequence of fab transfer from Aptina to LFoundry. But that does not mean that LFoundy is acting as a foundry (open to the wide world) with their fab in Italy. I do agree with the comment below, Yole's knowledge about the imaging industry is too small to spend money on their reports.
Knowledge is very relative and depends on your interlocutor. As a consequence Yole's position is to combine value at several levels: technology, market, applications, supply chain & players’ history. While an investor will find valuable information in each of these parts because he doesn't know the industry, a CIS technologist will not learn of our tech analysis but rather in our applications analysis, an equipment supplier will be rather interested in our wafer sales forecast & tech analysis... These reports are made to bring value out of your field of expertise.
Exactly Eric. I definitely agree that out of their context these screenshots can seem ambiguous. Here is the context: that presentation was done at the European Machine Vision Association conference where I was asked to give an outlook on the image sensors in 2020. So my point was to spot the on-going innovations intended for the consumer market that could benefit to the machine vision market and I gave insights about the advantages & the challenges for an adoption in MV.
Dear Mr. Yole,
ReplyDeleteHave you ever heard about Teledyne DALSA ? or Forza Silicon ? or Brookman Technologies ? or BAE ? There are many more companies in the field that are involved in machine vision sensors than the ones you mention. BTW, the same is true for the foundries ! If you consider LFoundry as a source for machine vision sensors, I can name at least 3 more ...
8 MAJOR suppliers not 8 suppiers
DeleteDear anonymous,
ReplyDeleteHere is the answer to your question: indeed this is a non-exhaustive list of suppliers, during my presentation my objective was to spot the concentration "off-the-shelf" machine vision image sensors players.
I didn't show Dalsa because they mostly manufacture their sensors for their internal use. Forza Silicon, Brookman Tech., I suppose they make most of their revenue through NRE.
Concerning Lfoundry, they now manufacture Aptina's sensors, that's why I have included them on the map.
I am very open to any comment, my email is stated on the first slide of the presentation.
If LFoundry is manufacturing for Aptina, that is a natural consequence of fab transfer from Aptina to LFoundry. But that does not mean that LFoundy is acting as a foundry (open to the wide world) with their fab in Italy. I do agree with the comment below, Yole's knowledge about the imaging industry is too small to spend money on their reports.
DeleteLFoundry: We offer that to all customers.
DeleteThe knowledge of Yole on imaging industry is very limited. Their report is not useful.
ReplyDeleteKnowledge is very relative and depends on your interlocutor.
DeleteAs a consequence Yole's position is to combine value at several levels: technology, market, applications, supply chain & players’ history. While an investor will find valuable information in each of these parts because he doesn't know the industry, a CIS technologist will not learn of our tech analysis but rather in our applications analysis, an equipment supplier will be rather interested in our wafer sales forecast & tech analysis...
These reports are made to bring value out of your field of expertise.
I wonder how you decided on the list of things to innovate? These all seem like things well in progress at various places.
DeleteExactly Eric. I definitely agree that out of their context these screenshots can seem ambiguous. Here is the context: that presentation was done at the European Machine Vision Association conference where I was asked to give an outlook on the image sensors in 2020. So my point was to spot the on-going innovations intended for the consumer market that could benefit to the machine vision market and I gave insights about the advantages & the challenges for an adoption in MV.
DeleteLFoundry is acting as a foundry (open to the world). This report is accurate.
ReplyDelete