CMOS image sensors are one of the most dynamic segments of the semiconductor industry. The latest report from Strategy Analytics with the results of research on the sensor market for smartphones is another confirmation of this. Despite the global economic downturn caused by the pandemic, this market is thriving.
According to Strategy Analytics, the global market for image sensors for smartphones in the first half of 2020 was $ 6.3 billion, which corresponds to an annualized growth of 15%.
Sony still has the lion’s share of the market. According to the results of the first half of this year, it owns 44% of the market. But a year ago, Sony’s share was 57.2%. Samsung is breathing on the back of the leader, whose share has grown from 27.8% to 32% over the year. OmniVision Technologies closes the top three with a 9% share. It is easy to calculate that together the three manufacturers control 85% of the market for image sensors for smartphones. The market distribution is shown in the illustration below.
The growth is mainly driven by two trends in the smartphone market – multi-module cameras and ultra-high resolution cameras up to 108 megapixels. By the way, we previously heard that Samsung is preparing a 150-megapixel inch sensor for a new generation of smartphone cameras, and in the longer term it intends to create a 600-megapixel matrix.
Strategy Analytics is confident that the aforementioned two factors (multi-module cameras and ultra-high-resolution sensors) will remain the main drivers of sales growth in the second half of 2020.
Source: Strategy Analytics