according to Wuxi wheat Williams Consulting Co., Ltd. CEO Wangyi, great fluctuation in CMOS image sensor market has in a large extent changed competition pattern. SONY is still the leader of the CMOS image sensor, the company in the market, production and technical aspects of the dominant position. Followed by Samsung and omnivision two strong competitors, the market of new entrants Geke micro, and Siliconfile Pixelplus is rising. At the same time, for Canon and Nikon, integrated device manufacturers (IDM) mode has made tremendous progress, stopped their digital camera market decline momentum. As for the company, it and Jazz Tower set up a joint venture company, the goal is to produce high-end market products. Hynix through the acquisition of the remaining shares of Siliconfle, to become a IDM. These industry fluctuations indicate that there are still some opportunities for new entrants.
in addition, some manufacturers are promoting / fabless model fablite. A Morimi semiconductor acquired Aptina (Aptina sold its factory to L-Foundry). STMicroelectronics will outsource the production of its CIS product to UMC (UMC). High-end manufacturers, such as Dalsa, e2v, Cmosis and Forza, Tower and Jazz are subcontract production to. For high-end manufacturers, this situation is unfavorable, because it is difficult to achieve innovation and product differentiation. They face a key problem in CMOS image sensor business: Pixel One / Process One / Market One.
fabless model dominant CIS industry in the low-end market. Omnivision, Galaxycore micro and major manufacturers, their main foundry TSMC, SMIC (TSMC) and Dongbu (SMIC). The model involves capital expenditure on behalf of the plant. With the rapid development of technology, it is very easy for us to see how many efforts will be made to develop the technology of image sensor. In fact, the core international is working with Toppan to improve the process capabilities, and Dongbu is considering selling.
past we have discussed before there are two main reasons for dual camera reason why there is sometimes difficult to popularize, on the one hand is the whole industry chain is not very mature, this led directly to the birth of another reason, that is, the cost increase. So the dual camera is mainly confined to the smart phone's flagship or high-end market.
for dual camera. Early last year,, a well-known CMOS image sensor manufacturers leadership was once said of two cameras and not very identity, then the enterprise also have tried two camera R & D, but the final result and not very satisfied, and found the development difficulty. For domestic CMOS image sensor manufacturers, 800w-1300w belongs to the high-end market, while the current smart phone used by the dual camera, the pixel basically reached this level. Zhou Yu has said that the dual camera should be at least 800W pixels above.
but from the CMOS image sensor manufacturer's product line (except has been China's acquisition of omnivision), the advantage 800w-1300w between pixels is not is obviously, and opposite is Sony, Samsung and other enterprises, in the level of the market occupied the advantage is even worse. Therefore, for domestic manufacturers, the first is the need to do a good job, and gain market recognition. Thus, dual camera market for domestic manufacturers of CMOS sensor, what is an opportunity and a challenge, really still difficult to judge.
especially market demand for high-end CMOS image sensor in gradually increasing, and the demand for low-end CMOS image sensor but gradually bottomed out, even has been China's capital purchase the omnivision, with the distance between the Sony, Samsung is quite obvious, and in optics, domestic enterprises due to a late start, and Sony, Samsung and other enterprises in this regard have certain historical experience accumulation. Although in terms of BSI camera, OmniVision can be described as the leader in the field, once SONY, Samsung and other companies to catch up, the gap between the two will undoubtedly continue to widen.
because many optical and power consumption problems involved in the image sensor, and domestic enterprises in OEM partners is not very ideal, such as Sony, Samsung them in foundry completely by oneself can handle, but the image processor vendors need to looking for OEM partners, the difference between the two obvious.
in addition, for the camera, worth mentioning that there is a camera module, and camera module and its importance is self-evident. While Sony has begun some additional functionality is integrated into the module image sensor, such as February 16, Sony released for Smartphone effective pixels 2250w small stack type CMOS image sensor, its will autofocus (AF) function and anti shake compensation function built in to the image signal processing circuit inside the processor.
according to the analysis of Wangyi: "camera module ecological system is becoming increasingly complex, is of great importance to the global development of microelectronics industry. A small camera module is mainly used in a variety of mobile devices, the development speed of amazing, integration of the other industries and key technologies, such as semiconductor (CMOS image sensor and the packaging technology) industry, optical industry, optical lens, the MEMS industry (automatic focusing and optical image stabilization). "
in addition, Wangyi also stressed: "because of the smartphone market is becoming more and more mature, competition is very fierce, with the risk is higher. Therefore, the differences in the small camera module is very critical. Even more frivolous smart phones are forcing camera module manufacturers to enter a new round of major technical competition, at the same time, large-scale investment is also necessary to meet the production needs. Camera module industry to benefit from the application of high resolution camera phone, especially the front camera market doubled. Current market revenue is mainly affected by the rear and front camera resolution enhancement, but also will benefit from additional features, such as automatic focus and optical image stabilization."
in short, advanced technology is the key elements of the camera module industry. In the image sensor, SONY's most advanced 3D stack sensor is the most high-end, the most clear product. Phase detection auto focus (PDAF) is another key technology. Most image sensor manufacturers are rapidly narrowing the gap with SONY's technology, but the scale of investment is growing, so only large enterprises can afford to play".
in addition, a key technical evolution of the high-end camera module is integrated optical image stabilization (OIS). This key technology is mainly provided by the voice coil motor (VCM) manufacturers in Korea and Japan. For the high requirements of VCM technology, means that the relevant manufacturers have a stronger bargaining power. Wafer level technology is being considered and evaluated. The future of camera modules will also include new sensor types, such as 3D imaging, infrared (IR).