CIS represents 5.1% of global semiconductor sales in 2021. What is next?

“We will still see growth in 2020,” announces Pierre Cambou, Principal Analyst, Imaging at Yole Développement (Yole).“The CIS industry has been pushed by a combination of high demand and high prices due to capacity limitations.” 2019 and 2020 saw the combination of high demand for cameras in the mobile market while sanctions on Huawei has been contributing to additional inventories. This raised the industry output to its structural limit, which in turn increased prices by about 10%. Overall, the industry increased at a 25% YoY rate in 2019, and is expected to grow again 7% YoY in 2020.

Yole and its partner System Plus Consulting investigate the imaging industry for a while. Both partners propose all year long a relevant collection of reports and monitors to get a deep understanding of this industry and the competitive landscape.
Yole announces today its annual Status of the CMOS Image Sensor Industry report and the related CMOS Image Sensor Quarterly Market Monitor, Q3 2020. In parallel, System Plus Consulting’s analysts propose a special focus on Samsung with the report: Smartphone Camera Module Comparison 2020 Vol 2: Focus on Samsung.

But what is the status of the CIS industry in Q3, 2020? Yole’s analysts are following the CIS ecosystem quarter by quarter, through its dedicated quarterly market monitor.
“Our monitor methodology is based on a coherent model where the five-year historical data from top product shipments, module sales, and bottom sensor production, with players’ market share is collectively linked with detailed assumptions”, explains Chenmeijing Liang, Technology & Market Analyst and member of the Photonics, Sensing & Display division at Yole. And she adds: “Forecast are performed by carefully carrying forward the five-year growth rate with the analyst appreciation of each application market dynamics in mind.”
During the last quarter, the imaging team carefully investigated the market as lot of parameters is impacted this industry.
As of Q3 2020, the importance of COVID-19 shock on the CIS market has gradually unveiled, explains Yole in its CIS quarterly market monitor. Q2 2020 has been significantly below expectation -18% in revenue. And outlook for the year remain at US$20.7 billion with a reduced YoY (%) growth at 7% instead of the 25% bubble from last year… More info.