Yole article "ON Semiconductor is the new king of the road for image sensors" states that ON Semiconductor automotive image sensor sales are growing. Yole estimates that they accounted for 48% of the imaging division’s $768M sales in 2017.
LFoundry Avezzano, Italy, fab wafer production should be in the range of 100,000 8” wafers per year for its key customer, while the fab’s capacity is 160,000 wafers per year. ON Semi has actually grown its automotive image sensor business at a 55% compound annual growth rate (CAGR) in the last six years. ADAS is only one fifth of the story, as ON Semi’s sensors also ended up in automotive ‘surround cameras’.
I checked the website of LFoundry, and they mention 40,000 wafers/month capacity, which is 3x more than what is indicated in the article ....
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