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DISCLAIMER : System Plus Consulting provides cost studies based on its knowledge of the manufacturing and selling prices of electronic components and systems. The given values are realistic estimates which do not bind System Plus Consulting nor the manufacturers quoted in the report. System Plus Consulting is in no case responsible for the consequences related to the use which is made of the contents of this report. The quoted trademarks are property of their owners. © 2015 by SYSTEM PLUS CONSULTING, all rights reserved. 1 Electronic Costing & Technology Experts www.systemplus.fr 21 rue la Nouë Bras de Fer 44200 Nantes – France Phone : +33 (0) 240 180 916 email : [email protected]

Electronic Costing & Technology Experts · PDF file2 Camera Module Industry 2015 Introduction & Market Smartphones • Samsung Galaxy S6 • Front-Facing CCM • Rear-Facing CCM •

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Page 1: Electronic Costing & Technology Experts · PDF file2 Camera Module Industry 2015 Introduction & Market Smartphones • Samsung Galaxy S6 • Front-Facing CCM • Rear-Facing CCM •

DISCLAIMER : System Plus Consulting provides cost studies based on its knowledge of the manufacturing and selling prices of electronic components and systems. The given values are realistic estimates which do not bind System Plus Consulting nor the manufacturers quoted in the report. System Plus Consulting is in no case responsible for the consequences related to the use which is made of the contents of this report. The quoted trademarks are property of their owners.

© 2015 by SYSTEM PLUS CONSULTING, all rights reserved. 1

Electronic Costing & Technology Experts

www.systemplus.fr21 rue la Nouë Bras de Fer44200 Nantes – France

Phone : +33 (0) 240 180 916 email : [email protected]

Page 2: Electronic Costing & Technology Experts · PDF file2 Camera Module Industry 2015 Introduction & Market Smartphones • Samsung Galaxy S6 • Front-Facing CCM • Rear-Facing CCM •

2 Camera Module Industry 2015

Introduction & Market

Smartphones• Samsung Galaxy S6

• Front-Facing CCM• Rear-Facing CCM

• Huawei Ascend Mate 7• Front-Facing CCM• Rear-Facing CCM

• HTC One M9• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Mi4• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Redmi 2• Front-Facing CCM• Rear-Facing CCM

• ZTE Nubia Z7• Front-Facing CCM• Rear-Facing CCM

• iPhone 6 & 6 Plus• iPhone 6 & 6 Plus Front-Facing CCM• iPhone 6 Rear-Facing CCM• iPhone 6 Plus Rear-Facing CCM

• iPhone 6s Plus• iPhone 6s Plus Front-Facing CCM• iPhone 6s Plus Rear-Facing CCM

Automotive• Camera Module Volkswagen• Camera Module BMW

EXECUTIVE SUMMARY

• This comparative technologies review has been conducted to provide insight on structure and

technology for 17 CMOS Camera Modules (CCM) released in flagship smartphones from the major

brands. Both rear and front-facing CCM are compared in term of structure overview, module

integration, lenses number and dimensions, CIS resolution, pixel size... For comparative purpose, an

analysis of two automotive camera modules has been realized to highlight the main differences.

• Mobile is the main driver for technology, asking for more performance in a constrained footprint. This

report shows the technology choices of the main players.

• Sensor technology has been transformed by BSI and Stacked BSI technologies. The race for decreasing

pixel size goes hand in hand with increasing resolution. Surprisingly, market demand is pushing

technology so that optical formats are actually increasing, resulting in a module price increase.

• Optics have increased in complexity with decreasing F numbers, increasing field view (FOV) and

therefore number of lens. Due to high resolution and low F number, auto focus (AF) and image

stabilization (OIS) now become mandatory.

Page 3: Electronic Costing & Technology Experts · PDF file2 Camera Module Industry 2015 Introduction & Market Smartphones • Samsung Galaxy S6 • Front-Facing CCM • Rear-Facing CCM •

3 Camera Module Industry 2015

Introduction & Market

Smartphones• Samsung Galaxy S6

• Front-Facing CCM• Rear-Facing CCM

• Huawei Ascend Mate 7• Front-Facing CCM• Rear-Facing CCM

• HTC One M9• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Mi4• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Redmi 2• Front-Facing CCM• Rear-Facing CCM

• ZTE Nubia Z7• Front-Facing CCM• Rear-Facing CCM

• iPhone 6 & 6 Plus• iPhone 6 & 6 Plus Front-Facing CCM• iPhone 6 Rear-Facing CCM• iPhone 6 Plus Rear-Facing CCM

• iPhone 6s Plus• iPhone 6s Plus Front-Facing CCM• iPhone 6s Plus Rear-Facing CCM

Automotive• Camera Module Volkswagen• Camera Module BMW

ASP trend and assumption

Page 4: Electronic Costing & Technology Experts · PDF file2 Camera Module Industry 2015 Introduction & Market Smartphones • Samsung Galaxy S6 • Front-Facing CCM • Rear-Facing CCM •

4 Camera Module Industry 2015

Introduction & Market

Smartphones• Samsung Galaxy S6

• Front-Facing CCM• Rear-Facing CCM

• Huawei Ascend Mate 7• Front-Facing CCM• Rear-Facing CCM

• HTC One M9• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Mi4• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Redmi 2• Front-Facing CCM• Rear-Facing CCM

• ZTE Nubia Z7• Front-Facing CCM• Rear-Facing CCM

• iPhone 6 & 6 Plus• iPhone 6 & 6 Plus Front-Facing CCM• iPhone 6 Rear-Facing CCM• iPhone 6 Plus Rear-Facing CCM

• iPhone 6s Plus• iPhone 6s Plus Front-Facing CCM• iPhone 6s Plus Rear-Facing CCM

Automotive• Camera Module Volkswagen• Camera Module BMW

Pixel vs Resolution

Page 5: Electronic Costing & Technology Experts · PDF file2 Camera Module Industry 2015 Introduction & Market Smartphones • Samsung Galaxy S6 • Front-Facing CCM • Rear-Facing CCM •

5 Camera Module Industry 2015

Introduction & Market

Smartphones• Samsung Galaxy S6

• Front-Facing CCM• Rear-Facing CCM

• Huawei Ascend Mate 7• Front-Facing CCM• Rear-Facing CCM

• HTC One M9• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Mi4• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Redmi 2• Front-Facing CCM• Rear-Facing CCM

• ZTE Nubia Z7• Front-Facing CCM• Rear-Facing CCM

• iPhone 6 & 6 Plus• iPhone 6 & 6 Plus Front-Facing CCM• iPhone 6 Rear-Facing CCM• iPhone 6 Plus Rear-Facing CCM

• iPhone 6s Plus• iPhone 6s Plus Front-Facing CCM• iPhone 6s Plus Rear-Facing CCM

Automotive• Camera Module Volkswagen• Camera Module BMW

Camera Module with flex

Samsung Galaxy S6

Front-Facing

Page 6: Electronic Costing & Technology Experts · PDF file2 Camera Module Industry 2015 Introduction & Market Smartphones • Samsung Galaxy S6 • Front-Facing CCM • Rear-Facing CCM •

6 Camera Module Industry 2015

Introduction & Market

Smartphones• Samsung Galaxy S6

• Front-Facing CCM• Rear-Facing CCM

• Huawei Ascend Mate 7• Front-Facing CCM• Rear-Facing CCM

• HTC One M9• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Mi4• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Redmi 2• Front-Facing CCM• Rear-Facing CCM

• ZTE Nubia Z7• Front-Facing CCM• Rear-Facing CCM

• iPhone 6 & 6 Plus• iPhone 6 & 6 Plus Front-Facing CCM• iPhone 6 Rear-Facing CCM• iPhone 6 Plus Rear-Facing CCM

• iPhone 6s Plus• iPhone 6s Plus Front-Facing CCM• iPhone 6s Plus Rear-Facing CCM

Automotive• Camera Module Volkswagen• Camera Module BMW

Camera Module Dimensions

Samsung Galaxy S6

Rear-Facing

Page 7: Electronic Costing & Technology Experts · PDF file2 Camera Module Industry 2015 Introduction & Market Smartphones • Samsung Galaxy S6 • Front-Facing CCM • Rear-Facing CCM •

7 Camera Module Industry 2015

Introduction & Market

Smartphones• Samsung Galaxy S6

• Front-Facing CCM• Rear-Facing CCM

• Huawei Ascend Mate 7• Front-Facing CCM• Rear-Facing CCM

• HTC One M9• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Mi4• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Redmi 2• Front-Facing CCM• Rear-Facing CCM

• ZTE Nubia Z7• Front-Facing CCM• Rear-Facing CCM

• iPhone 6 & 6 Plus• iPhone 6 & 6 Plus Front-Facing CCM• iPhone 6 Rear-Facing CCM• iPhone 6 Plus Rear-Facing CCM

• iPhone 6s Plus• iPhone 6s Plus Front-Facing CCM• iPhone 6s Plus Rear-Facing CCM

Automotive• Camera Module Volkswagen• Camera Module BMW

Camera Module Teardown

Huawei Ascend Mate 7

Front-Facing

Page 8: Electronic Costing & Technology Experts · PDF file2 Camera Module Industry 2015 Introduction & Market Smartphones • Samsung Galaxy S6 • Front-Facing CCM • Rear-Facing CCM •

8 Camera Module Industry 2015

Introduction & Market

Smartphones• Samsung Galaxy S6

• Front-Facing CCM• Rear-Facing CCM

• Huawei Ascend Mate 7• Front-Facing CCM• Rear-Facing CCM

• HTC One M9• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Mi4• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Redmi 2• Front-Facing CCM• Rear-Facing CCM

• ZTE Nubia Z7• Front-Facing CCM• Rear-Facing CCM

• iPhone 6 & 6 Plus• iPhone 6 & 6 Plus Front-Facing CCM• iPhone 6 Rear-Facing CCM• iPhone 6 Plus Rear-Facing CCM

• iPhone 6s Plus• iPhone 6s Plus Front-Facing CCM• iPhone 6s Plus Rear-Facing CCM

Automotive• Camera Module Volkswagen• Camera Module BMW

Camera Module Cross-Section - Overview

HTC One M9

Rear-Facing

Page 9: Electronic Costing & Technology Experts · PDF file2 Camera Module Industry 2015 Introduction & Market Smartphones • Samsung Galaxy S6 • Front-Facing CCM • Rear-Facing CCM •

9 Camera Module Industry 2015

Introduction & Market

Smartphones• Samsung Galaxy S6

• Front-Facing CCM• Rear-Facing CCM

• Huawei Ascend Mate 7• Front-Facing CCM• Rear-Facing CCM

• HTC One M9• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Mi4• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Redmi 2• Front-Facing CCM• Rear-Facing CCM

• ZTE Nubia Z7• Front-Facing CCM• Rear-Facing CCM

• iPhone 6 & 6 Plus• iPhone 6 & 6 Plus Front-Facing CCM• iPhone 6 Rear-Facing CCM• iPhone 6 Plus Rear-Facing CCM

• iPhone 6s Plus• iPhone 6s Plus Front-Facing CCM• iPhone 6s Plus Rear-Facing CCM

Automotive• Camera Module Volkswagen• Camera Module BMW

Camera Module Cross-Section

Xiaomi Mi4

Rear-Facing

Page 10: Electronic Costing & Technology Experts · PDF file2 Camera Module Industry 2015 Introduction & Market Smartphones • Samsung Galaxy S6 • Front-Facing CCM • Rear-Facing CCM •

10 Camera Module Industry 2015

Introduction & Market

Smartphones• Samsung Galaxy S6

• Front-Facing CCM• Rear-Facing CCM

• Huawei Ascend Mate 7• Front-Facing CCM• Rear-Facing CCM

• HTC One M9• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Mi4• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Redmi 2• Front-Facing CCM• Rear-Facing CCM

• ZTE Nubia Z7• Front-Facing CCM• Rear-Facing CCM

• iPhone 6 & 6 Plus• iPhone 6 & 6 Plus Front-Facing CCM• iPhone 6 Rear-Facing CCM• iPhone 6 Plus Rear-Facing CCM

• iPhone 6s Plus• iPhone 6s Plus Front-Facing CCM• iPhone 6s Plus Rear-Facing CCM

Automotive• Camera Module Volkswagen• Camera Module BMW

Automotive CCM Analyzed

Page 11: Electronic Costing & Technology Experts · PDF file2 Camera Module Industry 2015 Introduction & Market Smartphones • Samsung Galaxy S6 • Front-Facing CCM • Rear-Facing CCM •

11 Camera Module Industry 2015

Introduction & Market

Smartphones• Samsung Galaxy S6

• Front-Facing CCM• Rear-Facing CCM

• Huawei Ascend Mate 7• Front-Facing CCM• Rear-Facing CCM

• HTC One M9• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Mi4• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Redmi 2• Front-Facing CCM• Rear-Facing CCM

• ZTE Nubia Z7• Front-Facing CCM• Rear-Facing CCM

• iPhone 6 & 6 Plus• iPhone 6 & 6 Plus Front-Facing CCM• iPhone 6 Rear-Facing CCM• iPhone 6 Plus Rear-Facing CCM

• iPhone 6s Plus• iPhone 6s Plus Front-Facing CCM• iPhone 6s Plus Rear-Facing CCM

Automotive• Camera Module Volkswagen• Camera Module BMW

Camera Module Cross-Section - Overview

Page 12: Electronic Costing & Technology Experts · PDF file2 Camera Module Industry 2015 Introduction & Market Smartphones • Samsung Galaxy S6 • Front-Facing CCM • Rear-Facing CCM •

12 Camera Module Industry 2015

Introduction & Market

Smartphones• Samsung Galaxy S6

• Front-Facing CCM• Rear-Facing CCM

• Huawei Ascend Mate 7• Front-Facing CCM• Rear-Facing CCM

• HTC One M9• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Mi4• Front-Facing CCM• Rear-Facing CCM

• Xiaomi Redmi 2• Front-Facing CCM• Rear-Facing CCM

• ZTE Nubia Z7• Front-Facing CCM• Rear-Facing CCM

• iPhone 6 & 6 Plus• iPhone 6 & 6 Plus Front-Facing CCM• iPhone 6 Rear-Facing CCM• iPhone 6 Plus Rear-Facing CCM

• iPhone 6s Plus• iPhone 6s Plus Front-Facing CCM• iPhone 6s Plus Rear-Facing CCM

Automotive• Camera Module Volkswagen• Camera Module BMW

Camera Module Cross-Section

Page 13: Electronic Costing & Technology Experts · PDF file2 Camera Module Industry 2015 Introduction & Market Smartphones • Samsung Galaxy S6 • Front-Facing CCM • Rear-Facing CCM •

13 Samsung Galaxy S6 Teardown

CONTACT

Reverse costing analysis represents the best cost/price evaluation given the publically available data, and estimates completed by industry experts.

Given the hypothesis presented in this analysis, the major sources of correction would lead to a +/- 10% correction on the manufacturing cost (if all parameters are cumulated).

These results are open for discussion. We can reevaluate this circuit with your information. Please contact us:

• Consulting and Specific Analysis

– North America: Steve LaFerriere, Director of Northern America Business Development, Yole Inc.Email: [email protected]

– Japan: Yutaka Katano, General Manager, Yole Japan & President, Yole K.K.Email: [email protected]

– RoW: Jean-Christophe Eloy, President & CEO, Yole DéveloppementEmail: [email protected]

• Report business

– North America: Steve LaFerriere, Director of Northern America Business Development, Yole Inc.Email: [email protected]

– Europe: Fayçal El Khamassi, Headquarter Sales Coordination & Customer Service Email: [email protected]

– Japan & Asia: Takashi Onozawa, Sales Asia & General Manager, Yole K.K.Email: [email protected]

– Korea: Hailey Yang, Business Development Manager, Korean OfficeEmail: [email protected]

– Taiwan/China: Mavis Wang, Business Development Manager, Chinese Office

– Email: [email protected]

• Financial services

– Jean-Christophe Eloy, CEO & PresidentEmail: [email protected]

• General: [email protected]