On AR/VR market, ON Semi GS sensors are used in Facebook Oculus products, two sensors in each headset. DJI uses ON Semi image sensors in its drones.
A market forecast shows that, starting 2018-2019, ADAS cameras are to become the largest slice of the automotive imaging market:
Here is the interesting data on automotive image sensor market shares, with Toshiba separated from Sony for some reason:
Sony is said to be not so successful in capturing the automotive image sensors market. Mobileye and Nvidia use ON Semi image sensors in their products:
This slide explains the latest ON Semi move on radar and image sensor data fusion:
By dual sourcing, I'd guess TSMC and LFoundry/SMIC are meant:
"Toshiba separated from Sony for some reason" in fact the fourth player is not Toshiba, it is Panasonic. On Semi avoids talking about its biggest competitor
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