Tuesday, March 17, 2020

Rumor: Samsung to Deliver 150MP Smartphone Sensor This Year, 200MP Sensor is Delayed

Multiple news sties quote Korean message board Clien post saying (Bing Translation):

"Xiaomi, Oppo, Vivo large sensor adoption

From Taiwan.

Currently, all three companies on samsung have already requested samples since December of last year, and it appears that the contract has recently been completed.

The 200 million-pixel-class sensor yield sought by our partners cannot be delivered at the desired time.

Switch order to 150 million retroactive sensors

The 1-inch Nonacell sensor is larger than the current 108MP-class sensor, and the 1-inch-large sensor is said to have a similar rear design for three manufacturers, Xiaomi and Oppo Vivo.

However, this model is barely yielding, so it seems that all companies will be limited to flagship pro models.

Xiaomi is developing with the goal of adopting it in the fourth quarter of this year, and Oppo and Vivo are said to be developing a combination of snapdragon 875 in the first quarter of next year.

Yanta Securities report compares Samsung and Sony market shares in terms of units and revenues (Bing Translation):

"Samsung Electronics' CIS sales are estimated to have grown from 1.8 trillion won in 2014 to 3.3 trillion won in 2019.

#1 Global Sony and CIS Quantity Standards: The share difference is only 2%, while the share difference by sales is 27%. So, Samsung will have to increase its revenue share with a high-end sensor strategy.

On the charts below, blue bar is Samsung, grey is Sony. The left chart depicts units market shares, while the right one is revenue shares:

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