For about 15 years, digital cameras in cellphone handsets have been the dominant system application in CMOS image sensors and that will continue to be the case in the second half of this decade, but growth rates are expected to be pushed higher by new automotive and machine-vision applications, security and surveillance systems (including body cameras), medical imaging, and a wide assortment of optical-sensing nodes tied to the Internet of Things (IoT). In 2014, about 70% of CMOS image sensor sales ($6.2 billion) were for embedded cameras in cellphones, but that percentage is expected to fall to 49% in 2019 ($7.3 billion), which represents a compound annual growth rate (CAGR) of just 3.4%. In comparison, total CMOS image sensor sales are projected to grow by a CAGR of 11.1% in the five-year forecast period to reach $15.0 billion in 2019.
IC Insights forecasts sales of CMOS image sensor sales for automotive safety systems will climb by a CAGR of 57.4% to $2.1 billion in 2019 and represent 14% of the market’s total dollar volume that year compared to just 3% in 2014. CMOS sensor sales for security systems and surveillance applications are expected to grow by a CAGR of 38.4% in the five-year forecast period to $899 million in 2019, which will represent 6% of the market’s total sales that year versus 2% in 2014. Medical and scientific instrument applications driving up CMOS image sensors sales by a CAGR of 36.0% to $824 million in 2019 or about 6% of the total market compared to about 2% in 2014. Toys and video game applications are expected to increase sales of CMOS image sensors by a CAGR of 32.7% to $255 million by 2019, which will represent 2% of the market’s total revenue compared to 1% in 2014.
Major suppliers of CMOS image sensors are responding to the shift in what’s driving sales growth. For instance, CMOS image sensor leader Sony now aims to become the largest supplier of imaging solutions for automotive systems by the middle of the next decade after it accomplished its goal of taking the top spot in camera phones in the past few years. Sony’s CMOS image sensor sales grew 31% in 2014 to about $2.8 billion, which represented a 32% share of the market’s total revenues. After Sony, OmniVision was second in CMOS sensor sales ($1.4 billion in 2014) followed by Samsung ($1.2 billion), Sharp ($720 million), SK Hynix ($488 million), and China’s GalaxyCore ($360 million), according to IC Insights’ supplier ranking.
Sharp is shown as number 4 with 8.2% however I understand that this is based on sales of their 'camera modules' for the mobile market that actually use sensors for other suppliers (e.g., Sony sensor in Sharp camera modules for Apple). I also understood that Sharp had previously discontinued its internal CMOS sensor development and maintained acitivty in CCD's. Has Sharp reinitiated their CMOS sensor activity and, if so, who are their main customers and applications?
ReplyDeleteThis seems to be different from the TSR report posted here Aug 6th. IC Insights above has no wedge for Canon or ON-Semi. In the past, it seems TSR is the more reliable report.
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