Counterpoint Forecasts Sony Market Share to Shrink to 39% in 2022

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Counterpoint forecasts: 

"The global Camera Images Sensor (CIS) market revenue is expected to grow 7% in 2022 to reach $21.9 billion, largely driven by increasing demand from the smartphone, automotive, industrial and other applications, according to the latest findings by Counterpoint’s Camera Supply Chain Research.

Commenting on the performance of different segments, Associate Director Ethan Qi said, “As the largest CIS end market, the mobile phone segment is expected to contribute 71.4% of the total market revenue in 2022, followed by automobile (8.6%) and surveillance (5.6%).”

Qi added, “With the continued rebound of global smartphone shipments and further upgrades of image sensors, particularly in resolution, the mobile phone segment is expected to see a mid-single-digit YoY increase in CIS revenue. Meanwhile, as vehicles become more intelligent, connected and autonomous, the implementation of view and sensing cameras for ADAS and ADS functions will proliferate, leading to increased CIS content in new vehicles in the coming years. Besides, the surveillance segment is expected to maintain a low-single-digit growth, partially driven by the lasting social distance impact of COVID-19.”

Looking from the vendor perspective, Sony is expected to capture a 39.1% revenue share in 2022, followed by Samsung (24.9%) and OmniVision (12.9%).

Sony has been actively expanding and diversifying its CIS customer base as the largest supplier of image and ToF sensors, both consisting of large-sized pixels, pushing the trend of raising mobile photography to a pro-level DSLR quality. Sony’s CIS revenue is expected to increase 3% YoY in 2022.

Meanwhile, the gap between Sony and Samsung is expected to narrow further as the latter will benefit from its first-mover advantage in providing cost-competitive super-high-resolution image sensors for mid-to-high smartphones and aggressive production capacity expansion.

OmniVision is also expected to see a big jump in CIS revenue in 2022, benefitting from a diversified product portfolio, breakthroughs in super-high-resolution sensors for smartphones and increasing demand from the automobile, surveillance and industrial segments."

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