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From Technologies to Markets
© 2020© 2020
From Technologies to Markets
Status of the CMOS Image
Sensor Industry 2020
Market and Technology
Report 2020
Sample
2
TABLE OF CONTENTS
Players & rankings 70
2019 CIS revenue rankings, by player
2019 CIS production rankings TOP 10, by foundry
2019 CIS player activity breakdown
2019 CIS mobile market revenue breakdown, by player
2019 CIS consumer photography market revenue breakdown, by player
2019 CIS consumer home market revenue breakdown, by player
2019 CIS consumer computing market revenue breakdown, by player
2019 CIS automotive market revenue breakdown, by player
2019 CIS medical market revenue breakdown, by player
2019 CIS security & surveillance market revenue breakdown, by player
2019 CIS industry market revenue breakdown, by player
2019 CIS Defense & Aerospace market revenue breakdown, by player
Ecosystem 84
2019 M&A activity in CIS
CMOS image sensor – M&A historical timeline
CMOS image sensor – noteworthy news of the last 2 years
CMOS image sensor – ecosystem
CMOS image sensor - supplychain
CMOS image sensor - competitive landscape
CIS foundries - geographic mapping
Glossary 2
Companies cited in this report 5
Report methodology & definitions 7
What we got right, what we got wrong 8
Executive Summary 14
Context 33
o Historical perspective and global market
o CIS market segmentation
o Huawei ban timeline
o Global CO2 emission intensity
o CMOS image sensor landscape, by player(2019)
o CMOS image sensor landscape, by application (2019-2025)
o CMOS image sensor technology shift - CMOS vs. CCD
o CMOS image sensor technology shift - BSI vs. FSI
o CMOS image sensor technology shift - 300mm vs. 200m
CIS market forecast 53
o 2019 CIS revenue breakdown, by market, by player
o CIS volume shipment forecast 2015 - 2025
o CIS revenue forecast 2015 - 2025
o CIS average selling price forecast 2015 - 2025
o CIS wafer production forecast 2015 - 2025
Part 1/2
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
3
TABLE OF CONTENTS
Automotive market trends 134
o Automotive market dynamics
o Automotive imaging trends
o Automotive camera volume forecast and market trend
o Robotic vehicle trends
Other high-end market trends 149
Medical CIS market trends 146
Security & surveillance CIS market rend 164
Industry CIS market trends 173
Defense & aerospace CIS market trend 181
Technology trends 187
o Pixel/resolution/optical format
o BSI opened the way to 3D semiconductor
o In-pixel hybrid stack technology
o In-pixel hybrid stack technology
o 3D imaging & sensing
o Other technology trends
o High dynamic range (HDR) with LED flicker mitigation (LFM)
o NIR IMAGING and sensing
Conclusions 220
Company profiles 224
Yole Group of companies 239
Mobile market trends 93
o Mobile market dynamics
o Mobile market volume forecast, by player
o Market drivers
o Mobile phone market trend
o Mobile resolution mix - forecast
o 3D camera applications
o Mobile 3D sensing camera trend
o Mobile optical fingerprint market trend
Consumer market trends 120
o Consumer market dynamics
o Consumer photography volume forecast
o Consumer home IOT volume forecast
o Consumer market trend
Computing market trends 129
o Computing market dynamics
o Computing volume forecast
o Computing market trends
Part 2/2
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44
Pierre CAMBOU
Pierre Cambou MSc, MBA, is a Principal analyst in the Photonic and Display Division. Pierre has authored more than 15 Yole Market & Technology
reports. Pierre hold an Engineering degree from Université de Technologie de Compiègne (France) and a Master of Science fromVirginia Tech. (VA,
USA), Pierre also graduated with an MBA from Grenoble Ecole de Management (France).
Contact: [email protected]
Chenmeijing LIANG
Chenmeijing Liang works as a Technology & Market Analyst within the Photonics & Sensor division. As part of the Imaging team, Chenmeijing contributes to analyses of CIS markets, related technologies and market strategies as well as the quarterly Monitor. Chenmeijing Liang holds a Master’s Degree in the field of Applied physics and Optical engineering from Paris-Saclay University and University Pierre and Marie Curie UPMC (Paris, France).
Contact: [email protected]
Biographies & contacts
ABOUT THE AUHTORS
Richard LIU
Richard Liu is a Technology and Market Analyst in the Photonics & Sensing division. Based in Shenzhen (China), Richard focuses on imaging activity as well as the development of technology & market reports. Richard has over 12 years post graduate experience in both the imaging semiconductor and camera module industries. Richard graduated from Wuhan University (China) and holds an Electronics Engineering Degree.
Contact: [email protected]
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
5
OBJECTIVES & SCOPE OF THIS REPORT
The objectives of this report are to provide:
o A global view about the future of CIS
o An understanding of the CIS markets and applications (Mobile, consumer, computing, automotive, industrial, medical, security, and Aerospace/Defense)
o CIS players’ rankings, dynamics and market shares
o CIS market data in $M, units, and wafers for 2019 - 2025
o A presentation of CIS market and technology trends
Markets CIS devices Forecasts Players Trends
Forecasts
Units
$US dollar
Players and ranking Market trends
Defense & aerospace
Industrial
Medical
Mobile
Automotive
Technology trendsMarket shares
Smartphone camera
Feature phones camera
DSLR/DSC
Camcorder
Action Cam
Consumer drones camera
AR, VR headset camera
Webcam
Laptop camera
Tablet camera
Viewing cameras
ADAS cameras
Capsule endoscopy camera
X-ray FPD
PET detectors
Security camera
Machine vision camera
Are your needs
outside the scope
of this report?
Contact us for a customized report:
Security
Computing
Consumer
12’’8’’
Wafers
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
66Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
A COMPLETE SET OF PRODUCTS & SERVICES TO ANSWER YOUR NEEDS
WEEKLY
TRACKS
Insight
› Teardowns of phones, smart
home, wearables and automotive
modules and systems
› Bill-of-Materials
› Block diagrams
Format
› Web access
› PDF and Excel files
› High-resolution photos
Topics
› Consumer: Smartphones, smart
home, wearables
› Automotive: Infotainment, ADAS,
Connectivity
175+ teardowns per year125+ reports per year
YEARLY
REPORTS
Insight
› Yearly reports
› Market, technology and strategy
analysis
› Supply chain changes analysis
› Reverse costing and reverse
engineering
Format
› PDF files with analyses
› Excel files with graphics and data
Topics
› Photonics, Imaging & Sensing
› Lighting & Displays
› Power Electronics & Battery
› Compound Semiconductors
› Semiconductor Manufacturing and
Packaging
› Computing & Memory
115+ reports per year
SERVICES
QUARTERLY
MONITORS
Insight› Quarterly updated market data and
technology trends in units, value
and wafer
› Direct access to the analyst
Format› Excel files with data
› PDF files with analyses graphs and
key facts
› Web access (to be available soon)
Topics› Advanced Packaging
› Application Processor
› DRAM
› NAND
› Compound Semiconductor
› CMOS Image Sensors
› Smartphones
7 different monitors
quarterly updated
CUSTOM
SERVICE
Insight
› Specific and dedicated projects
› Strategic, financial, technical, supply
chain, market and other
semiconductor-related fields
› Reverse costing and reverse
engineering
Format
› PDF files with analyses
› Excel files with graphics and data
Topics
› Photonics, Imaging & Sensing
› Lighting & Displays
› Power Electronics & Battery
› Compound Semiconductors
› Semiconductor Manufacturing and
Packaging
› Computing & Memory
190 custom projects
per year
7
METHODOLOGY & DEFINITIONS
Market segmentation
volume (in Munits),
ASP (in $),
revenue (in $M)
Yole’s market forecast model is based on matching heterogeneous sources:
Information
aggregation
Preexisting
information
Forecast
Reconciliation
END SYSTEM SEMICONDUCTOR DEVICE
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
8
Almalence, Ambarella, Apple, Ams, Arm, Axis, Basler, Bosch, Brigates, BYD, Caeleste, Canon, Clairpixel, Cmosis, Cognex, Continental, Core Photonics, CSEM, Dahua, DB
Hitek, DXO Mark, Espros Photonics, Evg, Excelitas Technologies, Fairchild Imaging, Flir, Forza Silicon, Fotonic, Foxconn, Fraunhofer, Fujitsu, Fujifilm, GalaxyCore, GivenImaging, GoPro, Gpixel, Grass Valley, Hamamatsu, Hasselblad, Himax Imaging,
HikVision, Honeywell, Hoya, HTC, Huawei, Image Lab, IMEC, Infineon, Invisage, Kingpak, Konica Minolta, Lattice, Leap Motion, Leica, Lenovo, LG, Luxima, Magna,
Mantis Vision, Medigus, Melexis, Microsoft, Mobileye, Movidius, New Imaging Technologies, Nikon, NXP, Nvidia, Olympus, Omnivision, Omron, ON Semiconductor,
Panasonic, PerkinElmer, Philips, Pixart, PixelPlus, Pelco, PMD Technologies, Pyxalis, Raytrix, Rosnes, Red, Samsung, Sanei Hytech, Sharp, Silicon Optronics, Sirona, SK Hynix, SMIC, Siemens, Smartsens, Socionext, Soitec, Sony, STMicroelectronics,
SuperPix, Teledyne, Teradyne, Trixell, TSMC, TowerJazz, TPSCo, UMC, Valeo, Videantis, Viimagic, WLCSP, Xiaomi, X-Fab, Xintec, Xperi, ZTE, and more.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
COMPANIES CITED IN THIS REPORT
9
WHAT WE GOT RIGHT, WHAT WE GOT WRONG
Technology and market forecast - challenge
What we got right
o CIS’ industry double digit growth notimpacted by memory bubble burst
o Continuing investments in capacity
o Smartphone market increasing demand forhigh end cameras
o Emergence of the Chinese players
o Introduction of new CIS technology (GS, iToF,dToF)
What we got wrong
o Sanctions on Huawei exacerbated demand for CIS
o CIS’ under capacity bubble end of 2019
o Triple stack share of production did not pick up
o Smartphone market increasing demand for lowresolution cameras
o In 2020 COVID-19 crisis had limited impact on the CISmarket
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
10
WHAT DOES OUR ANALYSIS COVER?
From wafer to the first packaged sensor
Analysis at the component level.
Courtesy of Omnivision
Courtesy of Valeo
Courtesy of Sony
Courtesy of Tesla
Camera
modules
SystemsImage
sensors
Courtesy of Xiaomi
CIS
dies
Courtesy of Sony
CIS
wafer
Courtesy of Apple
Market report focus Market analysis only
| Status of the CIS industry | www.yole.fr | ©2018 Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
11
WHAT WE GOT RIGHT, WHAT WE GOT WRONG
Yole’s CIS forecast over the years
CIS marketforecasting iterative approach.
In 2019 CIS revenuesfar exceeded ourforecast
On the short term2021 and 2022 weexpect be back onthe 2019’s predictionas the effect ofHuaweioverspendingdisappear.
On the longer termYole increases itsforecast for CMOSimage sensors toreach $27B by 2025
| Status of the CIS industry | www.yole.fr | ©2018 Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
12
2020 CMOS IMAGE SENSOR INDUSTRY STATUS REPORT
Well exceeding previous forecast in the “Status of CIS industry 2019” the CIS industry did end FY2019 up13.6% above previously estimated forecast. The CIS industry players exceptionally achieved 25% YoYgrowth rate amid a global semiconductor recession.
Globally the CMOS image sensors industry showed thriving growth. This performance is mainly due to thesustainability of the mobile camera market but also most of the high-end markets. In this context sanctionson Huawei exacerbated the demand for CIS having this player adding in the range of 2 quarters ofadditional inventory. As of 2019, the industry reached the $19.3B and Yole expectation is for 8.1% CAGRforecast for 2019 – 2025 timeframe, revenue should hit $27 B within five years. In 2020, security andautomotive have become the second and third largest CIS market segments.
Within “all markets except mobile”, two end product segments are on a downward slope : consumerphotography (DSC, DSLR, action cameras, drone cameras) and computing (PC, laptop, tablets) but withpossible signs of recovery. All other sub-segments, automotive, medical, security, industrial and defense &aerospace, will outperform CIS market average in the next 5 years. CIS growth is currently dominated bymobile, this will eventually switch to high-end segments before 2025.
Having reached $19.3B in 2019 the CIS industry is showing thriving growth.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
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2018$15.5B
2019 CIS REVENUE BREAKDOWN
by market (in $M)
2019CIS revenue breakdownby market.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
2019$19.3B
14
2018$15.5B
2019 CIS SEMICONDUCTOR MARKET SHARES
by player (in $M)
2018-2019CIS revenue breakdown by player.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
2019$19.3B
2019 CIS semiconductor marketshare
by player (in % revenue)
15
CIS WAFER PRODUCTION FORECAST 2015 - 2025
by stacking technology (in kW 12” eq.)
CIS is now mainly produced using stacked technology.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
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CMOS IMAGE SENSOR LANDSCAPE
2019 market landscape, by application
Rear and front cameras for smartphones remain the key applications for CMOS image sensors.
Automotive ADAS image sensors have quickly established themselves as a dynamic application, along with surveillance camera. Medical imaging remain high ASP.
Mobile is king,but it is not alone.
Yole Développement © 2018
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
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CMOS IMAGE SENSOR - ECOSYSTEM (1/2)
CIS is a specialized semiconductor supply chain
Image processing sensors and software are gaining importance.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
1818
MOBILE MARKET DYNAMICS
2000
2007
2014
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
1919
AUTOMOTIVE MARKET DYNAMICS
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
2020
SECURITY & SURVEILLANCE MARKET TREND
Retail
Smart retail
Smart building
Smart city
Government
Transportation (industrial)
Borde
r /
defens
e
camer
a
border & coastal surveillance
homeland security
law enforcementInfrastructure
camera
Commercial
camera
Defense &
border
Security &
surveillance
camera
Doorbell
Indoor/outdoor
Home IOT (consumer)Consumer
camera
Smart city
Smart retail
Smart home
Smart
building
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
21
INNOVATION PATH FOR THE CIS INDUSTRY
New technology
more data
New markets
open low end
Same markets
up-market race
Same technology
better data
High end excellence
Low end excellence
Low end disruption
High end incremental
Current
CIS market
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
22
MOBILE TECHNOLOGY TREND
The market is asking for a smaller module and better image quality
Limitations to reducing module height:
o Light must enter the pixel in the corner ofthe array. CRA cannot increase.
o Focal length is a consequence of sensorarray size and maximum CRA.
Improvement could come from bendedsensor assembly process which will reducethe CRA and therefore ease the opticaldesign.
Due to optical limitations, module height cannot shrink as desired.
CRA
Se
nso
rarr
ay
Courtesy of System Plus
Shifted micro lens array (MLA)
Deep trench isolation (DTI)
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
23
MOBILE TECHNOLOGY TREND
BSI opened the way to 3D semiconductor
→ Backside
illumination
will
enable ~
100% fill-
factor!
Front-side
illuminated
(FSI)
TSV
stack
Silicon bulk Silicon bulk
Backside
illuminated
(BSI)
Silicon bulk
2008 2010 2014
→ Backside
illumination
will
enable ~
100% fill-
factor!
Hybrid
stack
Silicon bulk
2016
→ Backside
illumination
will
enable ~
100% fill-
factor!
TSV
multi-stack
Silicon bulk
Silicon bulk
2018
→ Backside
illumination
will
enable ~
100% fill-
factor!
Hybrid-TSV
multi-stack ?
Silicon bulk
CIS
wafer
Logic
wafer
Memory
wafer
Computing
wafer
>2020?
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
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THREE-PAGE SUMMARY (1/3)
CIS market & players
• At the end of year 2019, the CMOS Image Sensor (CIS) market was overheated with a combination of highdemand and high prices due to capacity limitations.
• Despite Coiv-19 2020 should be a reenactment of 2019 with high CIS demand and growth lowered to 7%YoY.
• Within the industry total revenue of $19.3B in 2019, Sony remains the biggest CIS player. With a market shareof 42%, Samsung 21% and Omnivision 10%, all focusing on mobile with high competition with Sony, STM owning6% has emerged as a competitor in the NIR sensing space.
• Mobile keep the most important role for CIS with 69% of market revenues, Security and Automotive haveemerged has significant market sub-segments with growth beyond 20% CAGR.
• Within consumer products photography has reached a bottom and similarly computing devices. Newmomentum from home and IoT products currently include cameras or will in the future.
• Yole Dévelopment envision a bright future for the CIS industry at 5.7% CAGR, with tighter links to the growthof semiconductor in general, it is expected to reach $27B in 2025.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
25
THREE-PAGE SUMMARY (2/3)
CIS technology trend
• Technology race remains a key aspect of CIS competition, driving developments in smaller pixels, 3Dsemiconductor technologies, and novel pixel designs.
• Over the years, significant improvements have been made to the CIS manufacturing process. The industry hastransitioned from FSI to BSI and now toward stacked BSI, where TSVs are used to make connections to thesensor array and the logic die. Now the standard technique has moved to hybrid stack using Cu-Cu connections.
• In the latest product in pixel connections are being made.
• New designs, namely GS and ToF technologies, have gained large market access.
• iToF arrays have become the standard approach for implementing 3D in Android phones. Apple strategy is to invest into breakthrough such as the “Lidar” it brough to market in 2020.
• Quantum and Neuromorphic approaches should bring a new generation of application to market.
• The next technology challenge should the integration of Artificial Intelligence (AI) within CIS sensors.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
26
THREE-PAGE SUMMARY (3/3)
2020 conclusion
• Under COVID-19 situation, the CIS industry was little affected.
• The short-term impact for CIS will be slower growth this year with a 7%YoY and $20.7B expected end result.
• The impact of Huawei ban is much more important since large quantities of CIS inventory were added in 2019and 2020.This effect stopped the 15th September 2020.
• The expectation for 2021 is therefore the worse we have seen in recent times with a 2% YoY and $21.2Bexpected end result.
• On the medium term the CIS industry is expected to grow 5.7% on par with global semiconductor growth.
• A new cycle of growth is expected to come from the high-end markets (industrial, Security and Automotive) aswell as Consumer home and IoT products, alongside continuous growth of the mobile segments.
• The CIS industry has become a major sub-segment of the semiconductor industry. Beyond the US-CNgeopolitical difficulties new challenges such as the mandate to reduce CO2 emissions will come into play and bepart of the competition.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
27
Contact our
Sales Team
for more
information
CMOS Image Sensor Quarterly Market Monitor
3D Imaging & Sensing 2020CMOS Camera Module Industryfor Consumer & Automotive 2020
Imaging for Automotive 2019
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
YOLE GROUP OF COMPANIES RELATED REPORTS, MONITORS, TRACKS
Yole Développement
28
Contact our
Sales Team
for more
information
28
Contact our
Sales Team
for more
information
Smartphone 3D Sensing Modules Comparison 2020
Mobile CMOS Image SensorComparison 2019
Consumer tracks
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
YOLE GROUP OF COMPANIES RELATED REPORTS, MONITORS, TRACKS
System Plus Consulting
29
Yole Group of Companies, including Yole Développement,
System Plus Consulting and PISEO, are pleased to provide
you a glimpse of our accumulated knowledge.
We invite you to share our data with your own network,
within your presentations, press releases, dedicated
articles and more, but you first need approval from Yole
Public Relations department.
If you are interested, feel free to contact us right now!
We will also be more than happy to give you updated data
and appropriate formats.
Your contact: Sandrine Leroy, Dir. Public Relations
Email: [email protected]
HOW TO USE OUR DATA?
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30About Yole Développement | www.yole.fr | ©2020
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