Thursday, December 05, 2019

Samsung CIS Business Data

Paxnet publishes Samsung business overview with interesting data on the company's image sensor operation (DDI stands for Display Driver IC, AP - Application Processor):

  • Samsung's Non-Memory Division revenue breakdown by product: Foundry 41%, CIS 19%, DDI 15%, AP 23%
  • Cumulative growth since 2010: Foundry + 1,053%, CIS +457%, DDI 60%, AP +229%
  • Samsung's Non-memory Growth Engine: Foundry and CIS.
    Cumulative growth forecast for 2018-2021: Foundry +63%, CIS +87%, DDI -3%, AP +14%
  • CIS Division Sales KRW 453.2 billion in 2010 → KRW 2.5 trillion in 2018 → 4.1 trillion KRW in 2021
  • Samsung CIS Capacity starts to approach Sony
  • Samsung is currently producing low and mid-priced CIS on its 8-inch line
  • In addition to the existing 12-inch plant, the company is expanding its market share by expanding the S4, a CIS-only plant.
  • Manufacturing process technology is similar to DRAM, so CIS expansion will continue using aging DRAM equipment
  • Expected to deploy CIS conversion of Line 11 in 2018 and Line 13 in 2020
  • SK Hynix is too expected to expand 12-inch CIS lines in its domestic plants

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