Recent speculative news article suggest that Samsung is weighing exiting CIS business after recent exit by SK Hynix.
News source: https://www.digitimes.com/news/a20250312PD213/cis-samsung-sk-hynix-business-lsi.html
SK Hynix is shutting down its CMOS image sensor (CIS) business, fueling industry speculation over whether Samsung Electronics will follow suit. Samsung's system LSI division, which oversees its CIS operations, is undergoing an operational diagnosis...
what are the motivations of this exit?
ReplyDeleteDoesn't Samsung hold a chunk of stable market share for mobile phone CIS?
ReplyDeleteThey have a large number of deployments not just in Samsung phones but in other brands as well. Plus they also have heavily invested in image sensor technology for smartphones.
You're right, a lot of Chinese smartphones use Samsung sensors.
DeleteThree recently released Ultra phones targeting photography all have Samsung image sensors
Xiaomi 15 Ultra has a HP9 telephoto and a JN5 ultrawide (and a Sony LYT900 main + IMX858 zoom)
Oppo Find x8 Ultra has a JN5 ultrawide ( and a Sony LYT900 main + LYT700 zoom + LYT600 telephoto)
Vivo X200 Ultra has a HP9 telephoto (and a Sony LYT818 ultrawide + LYT818 main)
It's mindblowing how these phones fit so many large image sensors inside
Could it be a sign of overall CIS market weakness ? 🤔
ReplyDeleteWhy Samsung should exit if it's been reported that Apple may be switching to Samsung for some of its iPhone camera sensors, potentially starting with the iPhone 18 series in 2026?
ReplyDelete