Saturday, May 23, 2020

Sigmaintell Puts Galaxycore at #1 in Units Market Share

IFNews quotes Sigmaintell's somewhat optimistic forecast on this year's smartphone camera market. Sigmaintell puts Galaxycore at #1 in terms of unit market share. Almost 1/3 of all mobile phone image sensors are made by Galaxycore:

"GalaxyCore's main product is 2 / 5M, benefiting from the strong demand for 2M sensors from the multi-camera macros and depth of field of terminal manufacturers, Galaxycore Micro performed well in the first quarter. According to data from Sigmaintell, shipments of Galaxycore Micro camera sensors (including feature phones) in the first quarter of 2020 were approximately 400 million units, an increase of approximately 164% year-on-year. After entering the second quarter, the mobile phone brands began to adjust their product strategies in April. The camera upgrade trend of products with RMB 1,000 and below has significantly slowed down. The four-camera upgrade trend has been delayed. Dual-camera and three-camera are still the main market forces. Will affect its market growth rate in the second quarter and this year."

"It is expected that the global smartphone camera sensor shipments will be about 5 billion this year, maintaining a growth rate of about 5% year-on-year.

According to data from Sigmaintell, global mobile phone camera sensor shipments were approximately 1.41 billion units in the first quarter of 2020, of which smartphone camera sensor shipments were approximately 1.29 billion units, a year-on-year increase of approximately 37%. At the same time, before the outbreak, upstream and downstream are very optimistic about the market demand for camera sensors, so many agents have large quantities of stocks at this time (about 1-2 months of inventory). Under the dual pressure of a sharp decline in demand and a large supply chain inventory, the shipment of camera sensors in the second quarter will further decline.

"ToF has gradually become the standard for high-end smartphones, and currently known applications have three main aspects: one is to assist in improving the shooting effect; the other is to realize the face unlocking function; the third is to use space ranging, 3D scanning, 3D modeling and other functions.

As we all know, since the iPhone12 series in the second half of this year has two products with ToF on the market, the four major domestic terminal manufacturers are also accelerating the development of D-ToF. From the perspective of the supply chain, chip manufacturers (including Omnivision Technology and Galaxycore, etc.) are actively increasing the development of ToF hardware and software. According to data from Sigmaintell, global ToF shipments for smartphones will be approximately 90 million units in 2020.

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