Market and Technology Trends
Status of the CMOS Image Sensor Industry 2024
By Yole Intelligence —
This report is scheduled for Q3 2024
YINTR24429
THIS TABLE OF CONTENTS IS FROM THE PREVIOUS EDITION - IT MIGHT BE UPDATED.
Report’s objectives
Scope of the report
About the authors
Companies cited
What we got right, what we got wrong
Who should be interested in the report
Three-page summary
Executive summary
Context
- Where do we find CMOS image sensors?
- Semiconductor & CMOS image sensor industry market dynamics
- General trends
Market forecasts
- Looking back at the 2022 CIS market
- CIS volume shipment forecast 2018-2028
- CIS ASP forecast 2018-2028
- CIS revenue forecast 2018-2028
- CIS wafer production forecast 2011-2028
- Market numbers with Yole general segmentation
Market trends
- Mobile
- Market dynamics
- 15 years history in mobile handsets volume and revenues
- Average number of cameras per mobile handset
- A brief history of 3D sensing design wins into Mobile OEMs – sensor level
- Mobile phone volumes distribution
- Mobile survey analysis
- New products: higher resolution, higher image quality
- Consumer
- More and more image sensors in headsets
- Computing
- Automotive
- Market dynamics
- Automotive as the new gold rush for the CIS ecosystem
- Imaging applications by sub-segment
- A growing number of cameras per car
- Increasing value of automotive image sensors
- Medical
- Security
- Market dynamics
- Security end-system market share evolution analysis from 2018 to 2021
- The bubble deflated in 2022
- Industrial
- Defense & aerospace
Market share and supply chain
- Players and rankings
- By player, in $M (Yole data)
- Competitive map of the TOP22 CIS players
- 2018-2022 TOP 8 CIS companies revenues evolution
- Mobile, consumer photography, consumer smart IoT, Computing, automotive, medical, security, industrial, defense & aerospace
- Mobile, Computing, Consumer - 3D imaging and sensing - CIS market share
- CMOS image sensor industry ecosystem
- 2022 competitive landscape
- CIS and logic wafer production capacity
- Foundry investments
- Noteworthy news from the last three years
Technology trends
- Pixel size, resolution, optical formats, technology nodes
- Current sensor specifications vary largely with respect to target markets
- Pixel size and technology node roadmap
- In-pixel innovation
- Sensor architecture and stacking technologies
- CIS led the way for 3D integration in semiconductors
- Triple stack architectures: overview
- Emerging CIS technologies
- CIS based SWIR imagers
- Event-based CIS
- Low-light imaging
- Competitive landscape versus emerging technologies
- A roadmap proposal for emerging imaging technologies
Outlook
Yole Group related products
About Yole Group
Despite CIS revenues stagnated in 2022 at $21.3B and lower longer-term expectations of smartphone shipments of about 10%, and a slowdown in the increase
of the average number of cameras per smartphone, higher-end CIS products and new sensing opportunities will sustain the CIS market in the coming years.This report offers key technical insights and analyses into market trends in mobile, consumer, computing, automotive, medical, security, industrial, defense & aerospace as well as furnishes readers with a market-dynamics-based scenario for the CMOS image sensor market, providing an understanding of the impact of CMOS imaging technology on the semiconductor industry: CIS revenue forecasts, shipment forecasts, ASP forecasts, and wafer production forecasts over the 2024-2029 period with technical market segmentation and application range.
Despite CIS revenues stagnated in 2022 at $21.3B and lower longer-term expectations of smartphone shipments of about 10%, and a slowdown in the increase
of the average number of cameras per smartphone, higher-end CIS products and new sensing opportunities will sustain the CIS market in the coming years.This report offers key technical insights and analyses into market trends in mobile, consumer, computing, automotive, medical, security, industrial, defense & aerospace as well as furnishes readers with a market-dynamics-based scenario for the CMOS image sensor market, providing an understanding of the impact of CMOS imaging technology on the semiconductor industry: CIS revenue forecasts, shipment forecasts, ASP forecasts, and wafer production forecasts over the 2024-2029 period with technical market segmentation and application range.