Yole Predicts that Sony and ST Will Capture 95% of SWIR Imagers Market

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Yole Developpement believes that ST and Sony could disrupt the technological landscape with their SWIR imagers:

"In 2021, the SWIR industry’s leading players were SCD, Sensors Unlimited, and Teledyne FLIR, sharing more than 50% of the 11,000 units shipped in the year. These leaders are subsidiaries of leading defense companies that started developing SWIR technology with the support of governments for strategic purposes. They constitute the legacy side of the SWIR industry.

On the other side, STMicroelectronics and Sony, two leaders in the consumer imaging industry started being active players in SWIR with new technologies including quantum dots. Their entrance might be explained by the growing demand from consumer OEM for new integration designs such as under-display 3D sensing in smartphones. If SWIR imagers reach a low price point, shipments could skyrocket to hundreds of millions within a few years. The SWIR industry could emulate the current 3D imaging industry, where STMicroelectronics and Sony share nearly 95% of the 225 million shipments (2020 data)."

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