Dual camera market is difficult to short-term popularity of domestic CMOS image sensor manufacturers are happy

Sensor dual camera

MEMS· 2016-04-29 08:22:04

双摄像头市场难以短期普及国内CMOS图像传感器厂商是喜是忧

    dual camera will become the mainstream of intelligent mobile phone, but more than a thousand machines, on the one hand is the technical difficulty, on the other hand in is the cost, which is from the current market can be seen, although there are a lot of intelligent mobile phone. With a dual camera, but the positioning of these smart phone market are in the middle of the high-end.


Zhouyu

Shanghai Xing; The general manager of Microelectronics Technology Co., Zhou Yu

Xing Shanghai Microelectronics Technology Co. Ltd. General Manager Zhou Yu analysis said, from the current point of view, although there are some intelligent mobile phone has a dual camera, but this is just a small part of it has not achieved widespread popularity, is mainly the market is immature, there are many reasons, on the one hand, consumers feel the dual camera imaging has advantages, relatively more clear, the advantages of low noise effect is obvious, can play the effect of SLR camera experience, so for it is a dual camera good choice, so the intelligent mobile phone manufacturers have tried. On the other hand, camera in a wide range of applications also involves many other aspects, such as chip module plant, image processing, algorithm and so on and need to mature of the whole industry chain, the process requires a certain time to overcome difficulties.


he analysis: "Dual Camera difficulties in many aspects, first is the module brings challenges and dual camera module good use rate is very high, because the two modules are in need of correction module if do not good enough, then two pieces of image viewing angle for the May will not be the same, therefore needs to be corrected. In addition, the need to consider the dual ISP, the current separate dual ISP chip and algorithm provider, only the Taiwan Hua Jing electronics."


in addition algorithm, dual cameras need support in many aspects, can make the user feel it brings advantages, algorithm in one of the very important, Taiwan Huajing electronics for the part of the algorithm, but the improving effect of this algorithm and is not very good.

at the same time, from a cost perspective, dual camera costs will certainly increase, ISP chip costs will increase by $3-5, and added a camera, a 800W pixel independent camera cost nearly 100 yuan. In addition a module to 50-60 yuan, so overall, dual camera will increase the cost of 100 yuan, then, can you make it more than and 100 dollars value for money, let the user for the quality of its most willing to pay for it? This is a very important issue, therefore, overall, although with a good module rate, ISP algorithm, these three aspects of doing business, but are not very mature, this also led to the main reason of dual camera is currently limited to the flagship high-end market or.


however, this phenomenon is expected to in the second half of the fourth quarter of this year has improved, said: "I expect the dual camera market in the second half of the fourth quarter of this year will be relatively mature a little, such as not long ago MTK released Helio X20, it supports dual cameras. Previously did not have a lot of platforms to support the dual camera, and therefore need to use additional ISP, which can only use the ISP electronics, and do not many enterprises in this area. At present, MTK CPU chip has supported dual cameras, and Huawei will do this technology in its own chips. Therefore, when the time comes to the entire technology and module of good rate will improve, algorithm will become more mature. "


in short, in the view of Zhou Yu, although dual camera cost will be increased, but the increase in cost is not very high, more important is the process is laborious and requires each link of the whole industry chain of mature. Then if dual camera market really is allowed to happen, which for the CMOS image sensor manufacturers, what is a kind of opportunity, or a crisis?


from the global top CMOS image sensor suppliers, high-end market is mainly Sony, Samsung and omnivision three enterprises monopoly. Other manufacturers such as Ansenmei to aptina, Toshiba, Japan, South Korea Hynix Hynix, local Geke micro, Superpix, BYD, HIMAX photoelectric enterprises have been playing catch-up. From the point of view of domestic and foreign enterprises market share, it is understood, domestic manufacturers mainly limited to below 2m product line market, in this market, domestic manufacturers of CMOS sensor occupy 80% market share, the share occupied by foreign enterprises relatively low only 20%; and in 5m product line in the end of the market, domestic enterprises has gradually begun to foreign markets with the Central Plains, and the market share of the domestic market is gradually increased; but in 8m product line, domestic enterprises haven't been able to achieve mass production. This shows that the gap between domestic and foreign CMOS image sensor.


and from April last year began, Sony's high-end market imx214 stack type CMOS sensor once started the phenomenon of a large area of out of stock, resulting in the entire mobile phone camera production industry supply chain into the shortage of state, until the Apple iPhone 7 began to adopt dual cameras undoubtedly and high-end market CMOS image sensor market shipments have a great relationship. From this aspect can also be seen in the high-end market, SONY's voice.          


Wangyi           


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).          


XiaoJie

  in summary, can be seen in the consumer market, the share is far better than CDD image sensor and CMOS image sensor, intelligent hand Machine as the most widely used CMOS image processor market, the birth of the dual camera market undoubtedly very effectively promotes the development of the industry, but due to the immaturity of the dual camera related industrial chain, leading to the two cameras are generally used on the flagship or high-end market, so to CMOS image sensor pixel also put forward certain requirements, which to have is limited to the low-end market of domestic CMOS image processor vendors, for a moment, it is difficult to conclude that is the joy and sorrow. At the same time, the camera module for the market ecosystem are becoming increasingly complex and fast development of small module market, so differentiation is valued by market competition winner, and in the market for high-end camera module, it was completely monopolized by Japanese and Korean companies.          



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