Market Monitor
CIS Market Monitor
By Yole Intelligence —
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Back to normality, Q4- 2022 was relatively ok for CIS despite lower volumes in Mobile, average prices moving higher thanks to Automotive,
Key features
- CIS market quarterly overview: analysis of the last four and next four quarters
- Long-term discussion: a perspective over the last five and the next five years
- Revenue in $US, volume, and wafers by technology type, including FSI, BSI, TSV stack, and hybrid stack
- CIS player analysis: Sony, Samsung, OmniVision, STMicroelectronics, onsemi, SK hynix, GalaxyCore, and SmartSens
- CIS market analysis: mobile, consumer, computing, automotive, medical, security, industrial, defense & aerospace
- Foundry analysis: Sony, Samsung, TSMC, HLMC, SMIC, TPSCo, STMicroelectronics, SK hynix, DB HiTek
What’s new
- 2022 full year analysis
BYD, Canon, DB Hitek, GalaxyCore, GlobalFoundries, Gpixel, HHGrace, HLMC, Jiangsu CAS-IGBT, Nexchip, OmniVision, onsemi, Panasonic, Samsung, SK Hynix, SmartSens, SMIC, Sony, STMicroelectronics, TPSCo, TSMC, UMC, XMC, X-FAB and more.
Three slide summary
CIS market overview
- Market dynamics
- CIS market share
- CIS market breakdown
- Demand vs. supply
Market demand
- Mobile
- Consumer
- Computing
- Automotive
- Medical
- Security
- Industrial
- Defense & aerospace
CIS technology
- Stack /DTI / SOI / other
- Apple / Samsung
CIS wafer supply
- By market / node / player
- By Technology
Wafer production capacity
CIS players
- Sony details
- Samsung details
- Omnivision details
- STM details
- Onsemi details
- SK hynix details
- Galaxycore details
- SmartSens details
Conclusion
Foundry profiles
The CMOS image sensor (CIS) market is looking for growth
The CIS market has been in a slow growth pattern since 2021, and a rebound is now impatiently awaited. This time, growth should not be driven solely by mobile. High-end markets such as automotive, medical, industrial and defense are all thriving. While we had a small decline -0.6% year on year in 2022 CIS revenues, the importance of image and video capture has never been greater across so many applications. Artificial intelligence (AI), either to enhance or analyze images, is fueling the CIS industry with renewed use cases and customer interest. Accumulated inventories from covid era created a temporary bubble, which is apparently cleared in 2023. Despite headwinds such as shortages, raw material inflation, and geopolitical uncertainties, the semiconductor industry has become an economic beacon for all major economies. CMOS image sensors have become a significant part within the semiconductor industry and also a key technology asset for OEMs in search of differentiation. We remain cautiously optimistic for the future, as consumers maintain an appetite for smartphones and cars loaded with high quality CIS content.
Competition is still technology-driven
Technology is back at the center of CIS competition, with Samsung and OmniVision closing the gap with Sony regarding the ability to deliver stacked image sensors. Stacking technology allows the manufacturing of high-resolution image sensors in tiny camera packages ideally suited for mobile and consumer applications. This involves manufacturing image sensor wafers and logic wafers separately and then stacking and connecting them at the micrometer level. A logic wafer technology race has therefore been unleashed. Lithographic node in use has gone down to 22nm, in part due to the lack of capacity for 28nm, 65nm and foremost 90nm node. This is reigniting pixel size race as image sensors beyond the 100Mp mark are being introduced. New types of sensors, such as iToF, dToF, event-based (EB), and quantum, are igniting passionate debates about the future of imaging and sensing. The future of image sensors is evolving extremely rapidly, and technical mastery is a critical ingredient to competition.
An ecosystem more diverse than ever
The market field is slightly more open than 3-5 years ago when Sony was the overarching player. We currently observe a more diversified value proposition from the largest CIS players able to compete in high volume, namely Sony, Samsung, OmniVision, STMicroelectronics, SK hynix, and GalaxyCore. customer appetite for larger, high-quality image sensors has boosted the average selling price beyond $3.0. The equilibrium between the established leaders, Sony and Samsung, and the rising Chinese companies OmniVision, GalaxyCore, and Smartsens will depend greatly on the U.S.-versus-China trade dispute. The large investments in new capacity will help, but the situation for 200mm wafer products remains constrained. This CIS market monitor will help you grasp the dynamics of the industry and steer your company and investments with up-to-date intelligence.
