Park said Samsung’s sensor business has barely started but its sales can grow to the level of memory semiconductors in the future. Noting that Samsung Electronics' sales in its memory semiconductor business grew 4.5 times from $1.9b in 1992 to $8.6b in 2002, Park said he expects the company’s image sensor sales, which currently stand at $2.46b, to grow at a similar pace.
KoreaJoongAngDaily: “One-third of the global population is using our mobile image sensors. By this year’s second half, most high-end smartphone makers will be using 64-megapixel camera phones,” Park said.
KoreaBizWire: “Vehicle components are the next market for image sensors,” Kwon Jin-hyun, VP of Samsung’s System LSI sensor marketing, said.
Sony accounted for 26.1% of the global image sensor market in 2018, followed by Samsung’s with 23.2%, according to Japanese TSR. BusinessKorea gives different numbers: Sony controls 50.1% share, Samsung follows with 20.5%.
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| Park Yong-in, EVP of sensor business at Samsung, presents new image sensors during a press briefing held in Seoul on May 9, 2019. Note a nice ISOCELL physical demo on the right side. |
My experience with TSR in Japan is that they've always been very accurate with their numbers. I'd be more likely to trust their numbers which means the market is a lot closer for the #1 spot.
ReplyDeleteJust 3 weeks ago, Sony has reported its CIS sales in FY2018:
Deletehttps://image-sensors-world.blogspot.com/2019/04/sony-reports-fy2018-results.html
According to that, Sony sales are $6.5b. Sony fiscal year is not the same as a calendar one, but this should give us a rough number.
So, Sony is $6.5b vs Samsung's $2.46b. This seems to be closer to BusinessKorea data.
Is one paper citing units sold, and the other gross revenue?
DeleteCould be. In order to explain the TSR data this way, Samsung ASP should be 2.5 lower than Sony's. Is this reasonable to assume?
DeleteMaybe with a product mix of many lower ASP products and some higher ASPs, it works out to be 2.5x lower in total. Too bad we have to guess about these things.
DeleteAccording to market researcher Techno System Research (TSR), last year, Sony has estimated sales of $ 6,638.5 million in the CMOS image sensor market. With a market share of 51.2%, it holds the No. 1 position in the industry. Samsung Electronics is chasing Sony with sales of $2.7 billion and a market share of 21.6%.
ReplyDeleteConfused!
I think Vladmir accidentally mixed the shares for units and shares for revenue. In terms of shipped units Sony and Samsung are indeed close both being slightly higher than 20 % and Sony a bit before Samsung. In terms of revenue, however, Sony dominates with a wild 50 % against ~25% from Samsung. What annoys me about TSR and other market intelligence companies is that they give 7 significant numbers for shipped units and 5 for revenue suggesting a wild accuracy that they can't possibly provide. Entirely unrealistic. Sad that business people don't learn about rounding and error calculus in university...
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