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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.fr21 rue la Nouë Bras de Fer44200 Nantes – France
Phone : +33 (0) 240 180 916 email : [email protected]
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.
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
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
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
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
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
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
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
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
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
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
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]