Thursday, October 08, 2020

Credit Suisse on Smartphone CIS Market

 IFNews quotes Credit Suisse saying:

  • Samsung CIS business is growing, both 300mm and 200mm wafer-based
  • TSMC 40nm process supply is tight due to high demand of image sensors
  • Possible SMIC blacklisting would impact Omnivision and Sony production
Omnivision's production is split between the following fabs:

Credit Suisse estimates that smartphones with 4+ cameras capture more than 30% of the market in Q2 2020:

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