State of the Image Sensor Market

Sigmaintell report on smartphone image sensors

According to Sigmaintell, the global mobile phone image sensor shipments in 2021 will be approximately 5.37B units, a YoY decrease of about 11.8%; among which, the global mobile phone image sensor shipments in 4Q21 will be about 1.37B units, a YoY decrease. About 25.3%. At the same time, it is estimated that the global mobile phone image sensor shipments will be about 5.50B in 2022, a year-on-year increase of about 2.5%. In 1H21, due to the long ramp-up cycle of ultra-high pixel production capacity and the squeeze of low-end pixel production capacity by other applications, there was a short-term structural imbalance and market price fluctuations rose. In 2H21, the production capacity of Samsung and Sony’s external foundries was released steadily and significantly, but the sales in the terminal market were lower than expected and the stocking plan was lowered again, resulting in an oversupply in the overall image sensor market.

Business Korea report about Samsung CIS foundry capacity expansion

http://www.businesskorea.co.kr/news/articleView.html?idxno=88934

Samsung Electronics will expand its foundry capacity in legacy nodes starting in 2022. The move is aimed at securing new customers and boosting profitability by increasing the production capacity of mature processes for such items as CMOS image sensors (CISs), which are in growing demand due to a prolonged shortage. At the same time, Samsung Electronics is planning to start volume production of advanced chips on its sub-3nm fabrication process in 1H22. Samsung Electronics plans to secure up to 300 foundry customers by 2026 and triple production from the 2017 level. (Laoyaoba, Business Korea)

Yole announces a new edition of its "Imaging for Security" Market report

https://www.i-micronews.com/products/imaging-for-security-2022

Flyer: https://s3.i-micronews.com/uploads/2022/03/Yole-D%C3%A9veloppement-Imaging-for-Security-2022-Product-brochure.pdf

Yole announces a new edition of its "Imaging for Automotive" market report

Flyer: https://s3.i-micronews.com/uploads/2022/03/YINTR22245-Imaging-for-Automotive-2022-Product-Brochure.pdf

Strategy Analytics estimates USD15.1B global smartphone image sensor market in 2021

According to Strategy Analytics, the global smartphone Image sensor market in 2021 secured a total revenue of USD15.1B. Strategy Analytics finds that the smartphone image sensor market witnessed a revenue growth of more than 3% YoY in 2021. Sony Semiconductor Solutions topped with 45% revenue share followed by Samsung System LSI and OmniVision in 2021. The top 3 vendors captured nearly 83% revenue share in the global smartphone image sensor market in 2021. In terms of smartphone multi-camera application, Image sensors for Depth and Macro application reached 30 percent share while those for Ultrawide application exceeded 15% share.

ijiwei Insights predicts drop in mobile phone camera prices

In 2022, some manufacturers will reportedly reduce the price of mobile phone camera CIS several times. Currently, the cost down of phone camera CIS has penetrated into the camera chip products of 2MP, 5MP and 8MP. Among them, the unit price of 2MP and 5MP mobile phone camera CIS fell by about 20% and more than 30% year-on-year, respectively. [source]