Transcription of CMOS Camera Module Industry for Consumer
1 From Technologies to Markets 2020 cmos Camera Module Industry for Consumer & Automotive 2020 Market and Technology Report 2020 Sample2 Glossaryanddefinition02 Tableofcontents03 Reportobjectives05 Reportscope06 Reportmethodology09 Abouttheauthors10 Companiescitedinthisreport11 Whoshouldbeinterestedbythisreport12 YoleGrouprelatedreports13 ExecutiveSummary16oWhythisreport Context37oHistoricalperspectiveoWhat snew?Productslaunch,collaboration,fundra isingoCameramoduledefinitionoScopeofther eportoMobilecameramodulemarkettrendoCost breakdownbyresolution CCMmarketforecasts49oCovid-19 Impacto2015-2025volumeshipmentforecasto2 015-2025 ASPforecast,byapplicationo2015-2025reven ueforecastoCCMmarket-valuebreakdownoCCMm arketforecastanalysisCMOS Camera Module Industry for Consumer & Automotive 2020 | Sample | | 2020 TABLE OF CONTENTSPart 1/2 Marketsharesandsupplychain69oCCMindustry -ecosystemoCameramodule-supplychaino2019 CCM-revenuemarketshareoCCMmarketshareana lysiso2019sensorsforCCM-revenuemarketsha reoSensorsforCCM-marketshareanalysiso201 9lensesforCCM-revenuemarketshareoLensesf orCCM-marketshareanalysiso2019autofocus& OISforCCM-revenuemarketshareoAutofocus&O ISforCCM-marketshareanalysisoCCMecosyste manalysis Mobilemarkettrends91oMobilephonemarkettr endoMobilecameramarkettrendoMobilecamera costtrendoMobilemultiple-cameratrendoMob ileperiscopecameratrendoMobile3 DcameramarkettrendoMobileopticalfingerpr intmarkettrendoMobilecameramarkettrend analysis3 cmos Camera Module Industry for Consumer & Automotive 2020 | Sample | | 2020 TABLE OF CONTENTSPart 2/2
2 Technologytrends171oImagesensoroOpticsoI R-cutfilteroConnectorsoPackagingoAutofoc us&OISoSpecificmanufacturingequipment ReverseCosting -Structure,ProcessandCostanalyses203oSma rtphoneVisibleCameraModuleoiPadProLiDARM oduleoGoodix sUltra-thinOpticalfingerprint Conclusion209 Companyprofiles211 Howtouseourdata?218 YoleCorporatePresentation219 Consumerforecast&markettrends131oConsume rmarketforecastoActioncameraanddronemark ettrendoAR/VRmarkettrendoSmartwatchandho medevicesmarkettrendoComputingandtabletm arkettrendoConsumercameramarkettrend analysis Automotivemarkettrends155oADAS glossaryoAutomotivemarkettrendoAutomotiv eimagingmarkettrendoAutomotiveimagesenso rforecastoAutomotive3 Dimaging LidaroAutomotivecameramarkettrend analysis4 Richard LIUR ichard Liu is a Technology and Market Analyst in the Photonics, Sensing & Display division at YoleD veloppement, part of YoleGroup of Companies. Based in Shenzhen (China), Richard is dedicated on imaging activity (Monitors) as well as the development of technology & market reports Prior to Yole, Richard was engaged in Camera Module design on image sensor, AF/OIS at Onsemi, before this, he worked as a customer-application-technologist in Micron/AptinaImaging.
3 Richard has over 12 years post graduate experience in both of imaging semiconductor and Camera Module Industry , he has the successful track record in developing projects for the tier one smart phone and Module makers, which brought him wide Industry connection in the cmos image sensor supply chain and ecosystemRichard graduated from Wuhan University (China) and holds an Electronics Engineering Degree. Contact: CAMBOU MSc, MBAP ierre CambouMSc, MBA, is a Principal analyst in the Photonic and Display Division at YoleD veloppement(Yole). Pierre s mission is dedicated to imaging related activities by providing market & technology analyses along with strategy consulting services to semiconductor companies. He is responsible for the CIS Quarterly Market Monitor while he has authored more than 15 YoleMarket & Technology has been deeply involved in the design of early mobile Camera modules and the introduction of 3D semiconductor approaches to cmos Image Sensors (CIS).
4 Known as an expert in the imaging Industry , he is regularly interviewed and quoted by leading international has an Engineering degree from Universit de Technologiede Compi gne(France) and a Master of Science from Virginia Tech. (VA, USA), Pierre also graduated with an MBA from Grenoble Ecole de Management (France).Contact: Camera Module Industry for Consumer & Automotive 2020 | Sample | | 2020 ABOUT THE AUTHORSB iographies & contacts5 YOLE DEVELOPPEMENTOFFERINGCMOS Camera Module Industry for Consumer & Automotive 2020 | Sample | | 2020 Custom studiesMarket& TechnologyreportsQuaterlyMonitorWhoYole analystsYole analystsYole principal analystsWhatCustomer specificanalysisAnalysisof a main topic of the semiconductor& microtechnologyindustryAnalysisof a major segment of the semiconductor& microtechnologyindustryWhenOne shot studyRegular basis, 1 to 2 yearEveryQuarterWhyCustomer requestEmergingneedsOn the shelfGrowthmarketsOn the shelf Large dynamicmarketsLarge ecosystemHowTailoredstudyto customerdemandWorkshopsCommunicationTail oredto the strategicassessmentsof the topic, marketing wise, and technologywiseTailoredfor investors.
5 Quaterlymetricsshowingthe dynamicsof the marketand of itsmain playersNew6 cmos Camera Module Industry for Consumer & Automotive 2020 | Sample | | 2020 WHAT DOES OUR ANALYSIS ACCOUNT FOR?From sub-components to Camera modulesCamera ModulesSystemsSub-componentsSensor, optics & illuminationcourtesy of Samsungcourtesy of SamsungMinimum Camera resolution:50 pixel x 50 pixelOpticsModule Assy3D IlluminatorSensor arrayWafers & raw materialcourtesy of SonyAF & OIS Actuator3D Sensor 7 WHAT WE GOT RIGHT, WHAT WE GOT WRONGT echnology and market forecast challenge 2017 | | Status of the cmos image sensor industryGlobalForecast: Overallcameramoduleindustrydynamics TheriseofChineseecosystem CISpricehikeendof2019 Acceleratedadoptionofmultiplecameraappro achMobiletrend: Imagingparadigmaskformultiplecameraappro ach Sensingparadigmisbringingnewtypeofsensor sGS,iToF,dToF AcceleratedadoptionofunderscreenOpticalF ingerPrint(OFP)technology| Status of CCM & WLO Industry | | 2019 8010 00020 00030 00040 00050 00060 00070 00080 0002007200820092010201120122013201420152 016201720182019202020212022202320242025 Revenue ($M)Yole historicalCCM revenue forecast(in $M)2015 Fcst2017 Fcst2019 Fcst2020 FcstWHAT WE GOT RIGHT, WHAT WE GOT WRONGCCM forecast over the yearsYole has increased its forecast for cmos Camera modules (CCM) due to increased demand for smartphones and other main applications such as potential is maintained at a high level for the 2020-2025 period, mostly driven by the proliferationand diversification of cameras per end momentum is maintained for Camera Module Industry for Consumer & Automotive 2020 | Sample | | 20209 HOW IS A MOBILE Camera Module MADE?
6 Structure of a Camera moduleOnce a relatively basic component, CCM has evolved into a complex microelectro-mechanical Camera Module Industry for Consumer & Automotive 2020 | Sample | | 2020 Image sensor (CIS)LenssetLens mountActuator (AF/OIS)ConnectorFlex-rigidsubstratecour tesyof OppoMetalshieldActuator driverModule assembly brings all these components together into a module10$259M(5%) cmos Camera Module Industry for Consumer & Automotive 2020 | Sample | | 20202019-2025 cmos Camera Module MARKET FORECAST BY COMPONENT (IN $B)2019$ CAGR2019-2025+ Module assemblyCMOS Image sensor Lens set manufacturingActuator (AF & OIS)2025e$ $3,471M (1%)$1,710M(11%) Camera Module assembly$ + set manufacturing $ + image sensors$ + $ + $ Module assembly$ set manufacturing $ image sensors$ 00020 00030 00040 00050 00060 000201520162017201820192020e2021e2022e20 23e2024e2025eCAGRR evenue (M$) 2015-2025 cmos Camera Module revenue forecastby market(in $M)MobileConsumerComputingAutomotiveTOTA LYoY Growth Previous 2019 CombinedrevenueintheMobile&ConsumerandAu tomotiveCCMindustryreached$ $ ,themultiple,3 Dandopticalfingerprintcameraapproachesha vemaintainedrevenuegrowthmomentumHighres olution,largeformatCISandtheperiscopelen swillbethenextwaveofincreasingmoduleprof itsCMOS Camera Module Industry for Consumer & Automotive 2020 | Sample | | 2020 Camera Module -REVENUE FORECAST 2015-2025by market (in $M)122019 Camera Module ASSEMBLY -MARKET SHARE (IN %)Chinese Module makers got the strong Camera Module Industry for Consumer & Automotive 2020 | Sample | | 20202018$ ($M) 2019 ($M)YoY(%)
7 1LG Innotek4,107 4,341 ,390 4,119 Optical2,700 4,007 ,130 3,095 ,517 2,640 ,040 1,462 ,009 1,345 957 867 747 724 561 51,874 1,998 ,791 4,445 $26,667$31, $ MARKET OUTLOOKThe smartphone market disruptionSmartphones have provided an alternative to digital Camera Module Industry for Consumer & Automotive 2020 | Sample | | 2020140,01,02,03,04,05,06,02015201620172 01820192020e2021e2022e2023e2024e2025eNum ber of cameras (Units)2015-2025 average number of cameras per end-product (in units/unit)Cameras per SmartphonesCameras per carCAMERA Module -VOLUME FORECAST 2015 -2025 Average number of cameras per end-product (in units/unit)The average cameras per smartphone is higher than car by 2025 There are roughly ~1,300M smartphones produced each year, and ~80M light vehiclesThe main factor governing the number of cameras produced worlwide is the average number of cameras per end-product -mainly in smartphones and light vehiclesIn 2025, it is expected that mobile markets will have an average number of cameras per end-product around , while automotive willgo Camera Module Industry for Consumer & Automotive 2020 | | 202015 MOBILE Camera MARKET TRENDMore cameras, probably different typesIf the current trend continues, we are heading towards 8 cameras per smartphone!
8 cmos Camera Module Industry for Consumer & Automotive 2020 | Sample | | 2020 Total rearcamerasTotal frontcamerasSmartphoneFront2017201820192 020e2021e2022eNumberof cameras2023eSmartphonerearTOTAL camerasDual cameras +1 Front 3 Dsensing/Dual+12 23 34 45 ??? 2 23 34 41 Triple/quad cameras+1 Rear3 Dsensing+1 Multi-spectral?+1 Opticalfingerprint+1(eventbased)Neuromor phic?+1345678??? Flagshipsmartphone -configuration scenario2024e2025eCourtesy of Nokia16 MOBILE MARKET TRENDP roliferation of cameras in mobile historical timelineCMOS Camera Module Industry for Consumer & Automotive 2020 | Sample | | 202010 x 10mm 1 x 1mm 5 x 5mm $10$5$1200020052010201520202025 smartphones :Main Camera size stops shrinking, and a front-facing Camera is addedModule size& costCamera phones: innovation from Sharp in June 2000 Sensing Module 2030$2020 x 10mm $20B$10B1stcamera2ndcameraThe selfie trend :front-facing Camera size increasesDual & triple rear:improved photography zoom and wide-angle lenses5thcamera$5 BFront Camera moduleSensing Module .
9 3D front & rear under display FPMarket size$10 Bmarket2x $5 Bmarket$1B3rdcamera4thcamera6thcamera$30 BmarketRear Camera modules17 MOBILECAMERAMARKET TREND Front-side cameras & sensors conundrumAndroid phones have been the most aggressive push to develop a full screen and have already released the concept Camera Module Industry for Consumer & Automotive 2020 | Sample | | 2020 GalaxyS9LG G6 Sony XZ2 Oppo Find X2 VIVO NexMeizu15Mi Mix 2 VIVO V7 Screen-to-body ratioHuaweiP20 EssentialiPhone XZenphone5LG G7 BarsNotchPop-up/slide-up/holeUnder-displ ay Front s appearance remainsa key differentiator betweenmain producers201720182019 HuaweiMagic22020 VIVO APEX (Concept phone)20152016??Today the main stream is hole-punch Camera in front202218 MOBILE MARKET TREND APPLE FRONT SETUP SCENARIO 2018 | | Corning -WLO Market OverviewNIR GScamera mProximity+ floodilluminatorAmbient lightDotilluminatorRGBcamera8Mp1 mNIR mFloodproximity + ALSU nder displayDot illuminatorVCSEL+ MLARGBAF + OIS12Mp3D structured light approach will shrink downAll players remain.
10 But silicon content may shrinkApple notch will be halvedCMOS Camera Module Industry for Consumer & Automotive 2020 | Sample | | 2020 NewImproved19 Camera Module TECHNOLOGY TRENDP ackaging structure of high-end modules with AF & OISM aximumefforttodevelopareducedheightpacka geCMOS Camera Module Industry for Consumer & Automotive 2020 | Sample | | 2020 Applerear cameraAndroidrear cameraThe detailed structure is20 cmos Camera Module Industry for Consumer & Automotive 2020 | Sample | | 2020 MOBILE MARKETTREND DISRUPTION ISLOOMINGW hich path towards always-on video-based context awareness?Large-bandwithdata gathering regular camerasLarge-data streaming: 5G connectivityComputation requirement: cloud computingLow-density data gathering neuromorphic sensingLow-density data streaming: 4G, IoTComputation need: edge computingDifferentiator: 5G techPros: cost over power & privacyDifferentiator: neuromorphic tech Pros: power & privacy over costHigh-end approachHigh-end mobile & automotiveLow-end approachSmart devices, buildings, citiesFromvoicetovideo-basedAI devicesEdgevs.
