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Thursday, January 29, 2015

Yole Updates CMOS Sensor Market Report

Yole Developpment releases an update to its CMOS sensor report with the new market data:

"Driven by mobile and automotive applications, the CIS industry is expected to grow at a CAGR of 10.6% from 2014 - 2020, reaching a market value of US$16.2B by 2020."

"Automotive is the big story this year, as car manufacturers like Tesla, Nissan and Ford are showing off their first camera-enabled features. Market traction is particularly impressive, with most CIS players enjoying growth rates of 30% - 50%. But this is only the beginning, with most CIS players looking at this market, total revenue should reach US$800M in 2020 – for CIS sensors only. Automotive’s emerging importance promises profound implications for the CIS ecosystem. As CIS moves from a “for display” application towards a “for sensing” application, new players such as processor and software providers will become key partners for sensor design and marketing."

"Since 2010, Yole Développment has well documented the rise of back side illumination (BSI), which has now become a mainstream technology that’s captured more than 50% of CIS production... Size constraints in mobile have pushed 3D stacking BSI, which currently has 20% of the market."

6 comments:

  1. It seems to me that in the first chart the volume prediction for the "low volume" imagers is just a random guess. While I am not arguing on the selling price numbers, I can not possibly imagine the volume of game stations and video camcorders to be roughly the same X-ray-dental and especially defense.
    The X axes in the chart is anyway rather confused, because the leftmost Y axes seems to cross the origin at -100 million units and so the DSLR bubble - for instance - shows that a negative number of units could be sold...
    Anyone willing to comment?

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  2. The unknown blue bubble is actually below zero. But Y-axis is logarithmic, so this is not negative.

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  3. Truesense (now part of ON Semi) is not fabless as the 2nd chart shows.

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  4. Ignore above comment, as those charts are just for CMOS

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  5. If ASP for all sizes DSLR/ILC sensors are 70 $ how is the prices for the different sizes related to each other?

    And how much is the ASP spread for each size? (new high end APS-C vs older low end APS-C still sold)

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  6. It clears out a whole line of tiles when used.

    ReplyDelete

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