Counterpoint Research: Sony and Samsung Captured 85% of Smartphone CIS Market

Image Sensors World        Go to the original article...

Counterpoint Research publishes its analysis of smartphone image sensor market. Its key points are:
  • An annual revenue growth rate of up to 10%
  • The total revenue from smartphones is likely to grow above $12b
  • Smartphones is the single largest end-market accounted for nearly 70% of the overall CIS revenue in 2018
  • In 2018, each smartphone featured 2.4 image sensors on average
  • By 2020, this number is expected to be over three
  • In 1H 2019, over US$5b worth of CIS were sold in smartphones.
  • Sony Image Sensor Solutions accounted for over 20% of Sony’s total operating income during the quarter ending June 2019
  • In Q2 2019, Sony earned 195 billion yen or over US$1.8b from image sensor sales
  • Sony is planning to invest in CIS ~700 billion yen (~$6.5b) during the period of 2018~2020
  • Samsung LSI is to invest KRW 133 trillion (roughly $10.8b) for non-memory semiconductors
  • Samsung CIS business stands at ~$2.46b in terms of revenue
  • Samsung’s image sensors are used in its own phones as well as in Chinese brands like Xiaomi, Vivo, and OPPO
  • During H1 2019, Sony and Samsung together occupied approximately 85% of sales revenue
  • Smaller players like OmniVision and SK Hynix are primarily used in front cameras or multi-camera setups as supplementary sensors
  • SK Hynix plans to transform part of its DRAM fabs to production of CIS

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