Status of the Camera Module Industry 2019 - Focus on Wafer Level Optics - From Technologies to Markets - System Plus Consulting
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From Technologies to Markets
Status of the
Camera Module
Industry 2019
Focus on Wafer Level Optics
-
2019 Report Sample
© 2019
REPORT OBJECTIVES
1. To provide market data on key CCM metrics & dynamics.
o CCM revenue forecast, volume shipments and component share.
o Market share with detailed breakdown by player.
o Application focus on key areas of growth for CCM: Mobile and Automotive.
2. To provide in-depth understanding of the CCM value chain, infrastructure & players.
o Who are the CCM players (CIS manufacturers, CCM manufacturers, Optics manufacturers…) and how they are related?
o Who are the key suppliers to watch and more generally how will the Camera Module industry evolve.
3. To provide key technical insight & analysis about future technology trends and challenges.
o Manufacturing technologies: design structure.
o Device technologies: CCM application across markets.
o Technology focus on game changing areas such as OIS and dual cameras.
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 2
METHODOLOGIES & DEFINITIONS
Yole’s market forecast model is based on matching heterogenous sources:
Top-to-bottom Bottom-up Preexisting
approach approach information
Reconciliation
Market Segmentation
Volume (in Munits),
ASP (in $),
Revenue (in $M)
Information
aggregation
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 3
WHAT IS TAKEN INTO ACCOUNT IN THE ANALYSIS ?
From sub-components to camera modules
Camera minimum resolution
50 pixel x 50 pixel
Optics AF&OIS
Analysis
from the sub
component Module Assy
point of
view.
Courtesy of PMDTech
Courtesy of Sony
Sensor array Illuminator Courtesy of Apple
Wafers & Sub-components Camera Systems
raw material Sensor, optics Modules
& illumination
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 4
TABLE OF CONTENTS (1/2)
o REPORT OBJECTIVES AND SCOPE 5 3- COMPANY ECOSYSTEM 59
o METHODOLOGY 7 o Ecosystem of the CCM industry
o EXECUTIVE SUMMARY 14 o Value chain of CCM industry
o Mobile camera supply chain
o Automotive camera supply chain
1 – INTRODUCTION 33
o 2018 CCM revenue market share
o Global technology roadmaps
o Camera module definition o CCM market share analysis
o Cost breakdown by resolution in $ o 2018 Sensor for CCM revenue market share
o Cost breakdown by resolution in % o Sensor for CCM market share analysis
o 2018 Lens for CCM revenue market share
2- MARKET FORECAST 46 o Lens for CCM market share analysis
o Segmentation o 2018 Autofocus & OIS for CCM revenue market share
o 2012‒2024 volume shipment forecast by market o Autofocus & OIS for CCM market share analysis
o 2012‒2024 volume shipment forecast by application o Analysis of the CCM ecosystem
o 2012‒2024 ASP forecast by application
o 2012‒2024 revenue forecast by market
o 2012‒2024 revenue forecast by application
o 2012‒2024 revenue forecast by component
o Value breakdown of the CCM market
o Analysis of the CCM market forecast
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 5
TABLE OF CONTENTS (2/2)
4- WLO INDUSTRY FOCUS 79 6- TECHNOLOGY TRENDS 186
o 2012‒2024 WLO volume shipment forecast by market o Image sensor
o 2012‒2024 WLO volume shipment forecast by application o Optics
o 2012‒2024 WLO ASP forecast by application o IR cut filter
o 2012‒2024 WLO revenue forecast by market o Connectors
o 2012‒2024 WLO revenue forecast by application o Packaging
o Ecosystem of the WLO industry o Autofocus & OIS
o Value chain of WLO industry o Specific manufacturing equipment
o WLO Application trend
o WLO Technology trend
5- APPLICATION TRENDS 113
Appendix – Yole Développement 223
o Mobile
o Other consumer markets
o Automotive
o Other high end markets
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 6
COMPANIES CITED IN THE REPORT
AAC Technologies, Ability Opto, AGC, Alps, Apple, Asia Optical, Brigates, BYD Microelectronics, Calin Technology, Cammsys,
Cha Diostech, Chicony, Continental, Cowell Optics, Cresyn, Crystal-Optech, Ddk, DJI, Foxconn, Fujifilm, Fujinon, Fujitsu,
Galaxycore, Genius Optical, Google, Gopro, Haesung Optics, Himax, Hirose, Hoya, Huawei, IM, Intel, Jawah, JSR, Kantatsu, Kinko
Optical, Kolen, Kyocera, Largan, Lenovo, LG Innotek, Liteon, Magna, Materion, Mcnex, Microsoft, Mitsumi, Mobileye, Nalux, New
Shicoh, Nidec, NTK, O-Film, Omnivision, On Semiconductor, Optis, Panasonic, Parrot, Partron, Pixart, Pixelplus, Powerlogic,
Primax, Q-Tech, Ricoh, Samsung, Schott, Semco, Sharp, Sekonix, SK Hynix, Softkinetic, Sony, ST Microelectronics, Sunny Optical,
Sunex, Superpix, Suyin, TDK, Toshiba, Truly, Valeo, Viavi, Volvo, Xiaomi, Xperi, Zeiss , Zeon, Zte and more …
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 7
WHAT WE GOT RIGHT, WHAT WE GOT WRONG
Technology and market forecast challenge
Global Forecast
• Good industry dynamics
• Key technology developments
• Plateauing Mobile situation 2017-2018
• Accelerated CCM price war
Mobile trend
• 3D sensing: dedicated dual cameras for structured light sensors or time of flight sensors
• 3D sensing illuminators are benefiting from Wafer Level (WL) approaches
• Motion sensor: global shutter sensor (VGA to 1.3Mp; 3µm pixel)
• Chinese OEMs genuine approach to imaging is setting the trend
Sample | Status of Camera Module Industry
©20172019 – Focus on
| www.yole.fr WaferofLevel
| Status Optic |image
the CMOS www.yole.fr | ©2019
sensor industry 8
ABOUT THE AUTHORS OF THIS REPORT
Biography & contact details
Pierre Cambou
Pierre Cambou has been part of the imaging industry since 1999. He first took several positions at Thomson TCS, which became
Atmel Grenoble in 2001 and e2v Semiconductors in 2006. In 2012 Pierre founded Vence Innovation, later renamed Irlynx, to
bring to market an infrared sensor technology for smart environments and interactions. He has an Engineering degree from
Université de Technologie de Compiègne and a Master of Science from Virginia Tech. Pierre also graduated with an MBA from
Grenoble Ecole de Management. In 2014 he joined Yole Développement as Imaging Activity Leader. Contact: cambou@yole.fr
Jean-Luc Jaffard
From 1966 Jean-Luc Jaffard paved the way for imaging activity at STMicroelectronics being at the forefront of the emergence and
growth of this business. At STMicroelectronics Imaging Division he was appointed as Research Development and Innovation
Director managing a large multidisciplinary and multicultural team. He was promoted to Deputy General Manager and Advanced
Technology Director in charge of identifying and developing breakthrough Imaging Technologies and transforming them into
innovative and profitable products. In 2010 he was appointed STMicroelectronics Intellectual Property Business Unit Director.
In January 2014 he created the Technology and Innovation branch of Red Belt Conseil.
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 9
Body sample
WHAT WE GOT RIGHT, WHAT WE GOT WRONG
CCM forecast over the years
Yole has lowered its Historical CCM revenue forecast (in $M)
forecast for CMOS 2015 Fcst 2017 Fcst 2019 Fcst
camera modules due to
slow down of the 60 000
smartphone sales and
impact of increased 50 000
Chinese leadership
commending competition
Our goal is a +/- on price.
40 000
Revenue ($M)
10% market
prediction in five 30 000
years’ time Growth potential is
maintained at a high level 20 000
for the 2019-2024 period,
mostly driven by multiple
10 000
camera approaches and
the introduction of
advanced camera 0
2012 2013 2014 2015 2016 2017 2018 2019e 2020e 2021e 2022e 2023e 2024e
technologies in
smartphones.
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 11HOW IS A MOBILE CAMERA MODULE MADE ?
Structure of a mobile camera module
Illumination
Connector
Flex-rigid substrate
Once a
relatively basic
component, CMOS Image Sensor (CIS)
CCM has
evolved into a
complex micro-
VCM Driver
electro-
mechanical Metal Shield
device
Voice Coil Motor (VCM)
Lenses & Spacers
Lens Mount
Courtesy of Oppo
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 12ECOSYSTEM OF THE CAMERA MODULE INDUSTRY
2018 state of the industry
Combined revenues in the CCM
CCM business have VCM Industry
reached $27.1B in 2018 Camera Module
$2.3B 2018
Assembly $27.1B 2018
CAGR +11.5% CAGR 9.1%
Revenues are captured by $8.5B 2018
$4.4B 2024
four types of players: CAGR +8.9% $45.7B 2024
o CCM Assembly $13.9B 2024
The industry o CIS Supplier
does aggregate
different sub-part o Lens Supplier
manufacturing & o VCM Suppliers
assembly (AF&OIS) Illumination
Lens set
CMOS Image sensors manufacturing
sub-modules
$720M of these revenues $12.3B 2018 $0.7B 2018
are for illumination sub- CAGR +9.2%
$4.1B 2018 CAGR +42.6%
CAGR +6.7%
modules $20.8B 2024 $6.1B 2024
$6.0B 2024
Sample | Status of Camera Module Industry 2019 – Focus on Wafer
©2015 Level Optic
| www.yole.fr | www.yole.fr
| Camera | ©2019
Module Industry 13CAMERA MODULE VOLUME SHIPMENT FORECAST 2012–2024
by market (in Munits)
CCM volume 2012-2024 CCM revenue forecast (in $M)
shipments have slowed by market
down in Mobile Consumer Computing Automotive Medical
synchronization with Security Industrial Previous 2017 Previous 2015
the smartphone 60 000
market which
5.1 Billion units represent 82% of 50 000
shipped in 2018 volume
Production
Revenue (M$)
40 000
should reach 8.0
Billion units in Medium term volume
2024 growth rate should 30 000
see renewed traction
~7.8% CAGR2018–2024 20 000
due to multiple
camera approaches 10 000
0
2012 2013 2014 2015 2016 2017 2018 2019e 2020e 2021e 2022e 2023e 2024e
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 142018 CAMERA MODULE MARKET SHARE (IN %)
2018 Camera module market share (in %) Rank Company 2017 ($M) 2018 ($M) YoY(%)
by players
1 LG Innotek $3,068 $3,395 10.7%
LG Innotek
12% 2 Semco $2,860 $3,390 18.5%
Foxconn
Other 3 (Sharp) $2,561 $3,035 18.5%
20%
4 Sunny Optical $2,500 $2,400 -4.0%
5 O-Film $2,000 $2,390 19.5%
Luxvisions
Semco 6 (Liteon) $1,334 $1,094 -18.0%
Fragmented 12% 7 Q-Tech $1,169 $1,040 -11.0%
marketplace
2017 8 ams $186 $724 289%
Next 5
7% $25.6B 9 Primax $615 $707 15.0%
Slowly moving 10 Chicony $650 $700 7.7%
towards Partron 2018 11 Cowell $740 $674 -8.9%
1%
consolidation $27.1B 12 Partron $490 $390 -20.4%
Cowell Foxconn (Sharp)
Next 5 $1,830 $1,820 -0.5%
2% Chicony 11%
Other $4,939 $5,369 8.7%
3%
TOTAL $25,591 $27,128 6.0%
Primax ams
3% Sunny Optical
3%
9%
Q-Tech O-Film
4% Luxvisions (Liteon) 9%
4%
Yole Développement
Other include : Mcnex, Cammsys, Chiconny, Q-Tech, Truly, Haesung Optics, Asia Optical, Powerlogic, Vistapoint © January 2019
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 15ECOSYSTEM OF THE CAMERA MODULE INDUSTRY
2018 state of the industry
Main players of the camera module industry
2018 2017
7 000
Image sensor
6 000
Module assy
Lens set
5 000
VCM assy
The CCM Revenue ($M)
ecosystem has 4 000
12 players
12 companies beyond $1B
with more than 3 000
$1B in revenue Next 12 players between
2 000
$250M and $1B Other players
1 000
below $250B
0
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 16GLOBAL MARKET OUTLOOK
Smartphone market glitch
Historical Smartphones / Laptop PCs / Digital cameras sales (in M units)
In 2011 and 2012 2 000
laptop PCs and
digital cameras have 1 800
peaked in the wake 1 600 Smartphones
of the great
recession, being 1 400
Volume Shipment (M units)
This is the disrupted by 1 200
outlook for end- smartphones.
devices, not the 1 000
camera modules In 2018 we have
of each market reached 800
smartphone market 600 Dot com burst
saturation and the Laptop PCs
400
outlook is now
aligned with GDP 200
Digital Cameras
growth outlook. 0
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 17CAMERA MODULE VOLUME FORECAST 2012-2014
Average number of cameras per end product (in Units/Unit)
There are roughly 1,600M
smartphones produced 2012-2024 Average number of cameras per end product (in Unit/Unit)
every year and 100M light Cameras per Smartphones Cameras per Light Vehicle
vehicles. 4,0
The main factor governing
3,5
the number of cameras
The horizon is produced worlwide is the 3,0
Number of cameras (Unit/Unit)
for an average of average number of cameras
3 cameras per per end product, manly in 2,5
smartphone and smartphones and light
cars by 2024 vehicles 2,0
In 2024, it is expected that 1,5
both markets will have an
average number of cameras 1,0
per end product exeeding
3.0 0,5
0,0
2012 2013 2014 2015 2016 2017 2018 2019e 2020e 2021e 2022e 2023e 2024e
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 18SUPPLY CHAIN OF THE CAMERA MODULE INDUSTRY
Silicon Glass Polymer Metal Plastics Substrates
CIS Die IR Filter Lens set AF & OIS Connectors
The supply
chain is quite
complex
KGDs Assembly & Test
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 19WHAT IS WAFER LEVEL OPTICS ?
Collective optical component manufacturing
Standard approach Wafer or panel based
Polymer injection / Glass turning UV replication / embossing / etching
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 20MOBILE PHONE MARKET TREND
Mobile phone cameras have become multi-sensor optronic interfaces
Number of sensors
Embedded 3D
interactive
Embedded 3D The world becomes interactive
Photography computational
The current 3+ sensors New embedded 3D imaging
and video Courtesy of Sony
market is still
Catching up with
focused on DSLR and video
computational cameras
approaches 3 sensors
Embedded 3D
camera is the • Main and
2 sensors • Dual rear and
next step sub-camera front-camera
• Range finder • 3D mapping
• LED flash • Dual rear or
• VR localization
front-camera
1 sensor • 3D mapping
• Main and • LED illuminator
sub-camera
Courtesy of
• LED flash Courtesy of Panono Microsoft
2012 2014 2016 2018 2020 2022 2024
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 21CAMERA MODULE INDUSTRY
2019 Conclusions
• Global camera module industry has reached $27.1B in 2018 and should reach $45.7B in 2024.
• The CCM industry is growing at a pace of 7.8% in volume and 9.1% in revenues. The main drivers is the
proliferation of cameras per mobile handsets and a similar trend in automotive.
• Illumination modules for mobile is now a significant sub-market mainly serving 3D sensing cameras. They are
The camera using wafer level techniques initially developed for cameras.
module
industry is a • Smartphone market maturation is creating a high competition environment in which cameras play a central role
growth maintaining the momentum of the CCM industry.
powerhouse
• Automotive has become a truly significant sub-market with 11% of revenues. Most camera module players have
both mobile and automotive business.The future of video sensing is in part decided in this segment.
• The camera module industry is a technology driven environment: The role of computing and artificial intelligence
(AI) will play a growing role in the future. Two path will guide the future of AI driven cameras, one is using 5G
with high bandwidth data gathering, and another will use specific edge computing & sensing technique such as
neuromorphic approaches.
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 22LINKED REPORT
Mobile Camera Module Comparison 2019
Structural, Process & Costing Report by System Plus
Consulting – January 2019
Physical analysis and cost comparison of seven leading flagship
smartphone cameras: Apple iPhone X/XS/XR, Samsung Galaxy
S9, Huawei Mate 20 Pro and P20 Pro, Xiaomi Mi8 Explorer
Edition, Oppo Find X and Vivo X21UD.
More details here.
Bundle offer available - Contact us for more information.
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 23RELATED REPORTS
Status of the CMOS Image Sensors Consumer Biometrics: Market and 3D Imaging & Sensing 2018
Market Technologies Trends 2018
STMicroelectronics ToF Proximity Intel RealSense D435 3D Active IR
Sensor & Flood Illuminator in the Stereo Depth Camera
Apple iPhone X
Sample | Status of Camera Module Industry 2019 – Focus on Wafer Level Optic | www.yole.fr | ©2019 24Source: Wikimedia Commons
Yole Développement
From Technologies to Market
© 2019YOLE DEVELOPPEMENT – FIELDS OF EXPERTISE
Life Sciences Semiconductor Semiconductor
& Healthcare & Software & Software
o Microfluidics o Package,Assembly & Substrates
o BioMEMS & Medical Microsystems o Semiconductor Manufacturing
o Inkjet and accurate dispensing o Memory
o Solid-State Medical Imaging & BioPhotonics o Software & Computing
o BioTechnologies
Life Photonics,
Sciences & Sensing
Healthcare
& Display
Power Photonics,
& Wireless Sensing & Display
o RF Devices & Technologies o Solid-State Lighting
o Compound Semiconductors & Emerging Materials Power & Wireless o Display
o Power Electronics o MEMS, Sensors & Actuators
o Batteries & Energy Management o Imaging
o Photonics & Optoelectronics
©2019 | www.yole.fr | About Yole Développement 24 BUSINESS MODELS
o Consulting and Analysis
• Market data & research,
marketing analysis
• Technology analysis
o Syndicated reports
• Strategy consulting
• Market & technology reports
• Reverse engineering & costing
• Patent investigation and patent
• Patent analysis
infringement risk analysis o Monitors
• Design and characterization • Monthly and/or Quarterly
• Teardowns & reverse costing
of innovative optical systems update
analysis
• Financial services (due • Excel database covering supply,
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diligence, M&A with our demand, and technology
www.i-Micronews.com/reports o Media
partner) • Price, market, demand and
www.yole.fr production forecasts • i-Micronews.com website
• Supplier market shares • @Micronews e-newsletter
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services
www.i-Micronews.com/reports
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www.i-Micronews.com
©2019 | www.yole.fr | About Yole Développement 36 COMPANIES TO SERVE YOUR BUSINESS
Yole Group of Companies
Market, technology and strategy Manufacturing costs analysis IP analysis
consulting Teardown and reverse engineering Patent assessment
Cost simulation tools
www.yole.fr www.knowmade.fr
www.systemplus.fr
Design and characterization of
Innovation and business maker Due diligence
innovative optical systems
www.bmorpho.com www.yole.fr
www.piseo.fr
©2019 | www.yole.fr | About Yole Développement 4OUR GLOBAL ACTIVITY
Europe office
Frankfurt
Paris
Nantes
Yole Korea Yole Inc.
HQ in Lyon
Seoul Phoenix
Vénissieux
Yole Japan
Tokyo
Nice Palo Alto
40%
Greater
China office
Hsinchu
of our business
30%
30%
of our business
of our business
©2019 | www.yole.fr | About Yole Développement 5ANALYSIS SERVICES - CONTENT COMPARISON
High
Technology
and Market
Report
Breadth of the analysis
Leadership
Meeting
Q&A Meet the Custom
Service Analyst Analysis
Low
Depth of the analysis High
©2019 | www.yole.fr | About Yole Développement 6SERVING THE ENTIRE SUPPLY CHAIN
Integrators, end-
users and software
developers
Our analysts Device manufacturers
provide
market
analysis,
technology
evaluation, Suppliers: material, equipment,
and business
plans along
OSAT, foundries…
the entire
supply chain
Financial investors, R&D centers
©2019 | www.yole.fr | About Yole Développement 7SERVING MULTIPLE INDUSTRIAL FIELDS
Industrial Medical
We work and defense systems
across
multiples
industries to
understand Energy
the impact of management Automotive
More-than-
Moore
technologies
from device Mobile phone
to system Transportation and
makers consumer
electronics
From A to Z…
©2019 | www.yole.fr | About Yole Développement 8REPORTS COLLECTION
o Over the course of more than 20 years, Yole Développement has grown to become a group of companies. Together with System Plus Consulting and KnowMade, we now
provide marketing, technology and strategy consulting, media and corporate finance services, reverse costing, structure, process and cost analysis services and well as
intellectual property (IP) and patent analysis. Together, our group of companies is collaborating ever closer and therefore will offer, in 2019, a collection of over 125 reports
and 10 new monitors. Combining respective expertise and methodologies from the three companies, they cover:
• MEMS & Sensors • Power electronics
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Our reports and monitors are for you! www.i-Micronews.com
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landscape. In the past 20 years, we have worked on more than 2,000 projects, interacting with technology professionals and high-level opinion makers from the main
players of their industries and realized more than 5,000 interviews per year.
WHAT TO EXPECT IN 2019?
In 2019 we will extend our offering with a new ‘monitor’ product which provides more updates on your industry during the year. The Yole Group of Companies is also building
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©2019 | www.yole.fr | About Yole Développement 9OUR 2019 REPORTS COLLECTION (1/4)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
Market – Technology – Strategy – by Yole Développement
Yole Développement (Yole) offers market reports including quantitative market forecasts,
technology trends, company strategy evaluation and indepth application analyses. Yole will The markets targeted are :
publish more than 55 reports in 2019, with our partner PISEO contributing to some of
the lighting reports. • Mobile & Consumer
Reverse Costing® – Structure, Process and Cost Analysis – by • Automotive & Transportation
System Plus Consulting
The Reverse Costing® report developed by System Plus Consulting provides full • Medical
teardowns, including detailed photos, precise measurements, material analyses,
manufacturing process flows, supply chain evaluations, manufacturing cost analyses and • Industrial
selling price estimations. The reports listed below are comparisons of several analyzed
components from System Plus Consulting. More reports are however available, and over
60 reports will be released in 2019.The complete list is available at www.systemplus.fr.
• Telecom & Infrastructure
Patent Reports – by KnowMade • Defense & Aerospace
More than describing the status of the IP situation, these analyses provide a missing link
between patented technologies and market, technological and business trends. They offer
• Linked reports are dealing with the same topic to provide
an understanding of the competitive landscape and technology developments from a
patent perspective. They include key insights into key IP players, key patents and future
• a more detailed analysis.
technology trends. For 2019 KnowMade will release over 15 reports.
©2019 | www.yole.fr | About Yole Développement 10OUR 2019 REPORTS COLLECTION (1/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
MEMS & SENSORS RF DEVICES AND TECHNOLOGIES
o MARKET AND TECHNOLOGY REPORT o MARKET AND TECHNOLOGY REPORT
• Status of the MEMS Industry 2019 - Update • RF GaN Market: Applications, Players, Technology,
• Status of the Audio Industry 2019 - New and Substrates 2019 - Update
• Uncooled Infrared Imagers and Detectors 2019 – Update • 5G’s Impact on RF Front-End Module and Connectivity
• Consumer Biometrics:Technologies and Market Trends 2018 for Cell Phones 2019 – Update
• MEMS Pressure Sensor Market and Technologies 2018 • 5G impact on Wireless Infrastructure 2019
• Gas & Particle Sensors 2018 • Radar and V2X Market & Technology for Automotive 2019 - Update
o STRUCTURE, PROCESS & COST REPORT • Advanced RF Antenna Market & Technology 2019 - New
• MEMS & Sensors Comparison 2019 • RF Standards and Technologies for Connected Objects 2018
• MEMS Pressure Sensor Comparison 2018 o STRUCTURE, PROCESS & COST REPORT
• Particle Sensors Comparison 2019 • RF Front-End Module Comparison 2019 - Update
• Miniaturized Gas Sensors Comparison 2018 • Automotive Radar RF Chipset Comparison 2018
o PATENT REPORT o PATENT REPORT
• MEMS Foundry Business Portfolio 2019 - New • Antenna for 5G Wireless Communications 2019 - New
• Miniaturized Gas Sensors 2019 - New • RF Front End Modules for Cellphones 2018
• RF Filter for 5G Wireless Communications: Materials and Technologies 2019
PHOTONIC AND OPTOELECTRONICS • RF GaN : Materials, Devices and Modules 2018
o MARKET AND TECHNOLOGY REPORT
• Photonic Integrated Circuit 2019 - New
• LiDARs for Automotive and Industrial Applications 2019 - Update
• Silicon Photonics 2018
o PATENT REPORT
• Silicon Photonics for Data Centers: Optical Transceiver 2019 - New
• LiDAR for Automotive 2018
Update : 2018 version still available ©2019 | www.yole.fr | About Yole Développement 11OUR 2019 REPORTS COLLECTION (2/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
IMAGING MICROFLUIDICS
o MARKET AND TECHNOLOGY REPORT o MARKET AND TECHNOLOGY REPORT
• Status of the CIS Industry 2019: Technology • Status of the Microfluidics Industry 2019 - Update
and Foundry Business - Update • Next Generation Sequencing & DNA Synthesis - Technology,
• Imaging for Automotive 2019 - Update Consumables Manufacturing and Market Trends 2019 - New
• Neuromorphic Technologies for Sensing 2019 - Update • Organ-on-a-Chip Market & Technology Landscape 2019 - Update
• Status of the CCM and WLO Industry 2019 - Update • Point-of-Need Testing Application of Microfluidic Technologies 2018
• Machine Vision for Industry and Automation 2018 • Liquid Biopsy: from Isolation to Downstream Applications 2018
• Sensors for Robotic Vehicles 2018 • Chinese Microfluidics Industry 2018
o STRUCTURE, PROCESS & COST REPORT o PATENT REPORT
• Compact Camera Modules Comparison 2019 • Microfluidic Manufacturing Technologies 2019 – New
• CMOS Image Sensors Comparison 2019
o PATENT REPORT INKJET AND ACCURATE DISPENSING
• Facial & Gesture Recognition Technlogies in Mobile Devices 2019 - New o MARKET AND TECHNOLOGY REPORT
• Apple iPhone X Proximity Sensor & Flood Illuminator 2018 • Inkjet Printheads - Dispensing Technologies
& Market Landscape 2019 - Update
MEDICAL IMAGING AND BIOPHOTONICS • Emerging Printing Technologies
o MARKET AND TECHNOLOGY REPORT for Microsystem Manufacturing 2019 - New
• X-Ray Flat Panel Detectors for Military, Industrial • Piezoelectric Materials from Bulk to Thin Film 2019 - New
and Medical Applications 2019 - New • Inkjet Functional and Additive Manufacturing for Electronics 2018
• Microscopy Life Science Cameras: Market and Technology Analysis 2019 o STRUCTURE, PROCESS & COST REPORT
• Ultrasound technologies for Medical, Industrial • Piezoelectric Materials from Bulk to Thin Film Comparison 2019
and Consumer Applications 2018
o PATENT REPORT
• Optical Coherence Tomography Medical Imaging 2018
Update : 2018 version still available ©2019 | www.yole.fr | About Yole Développement 12OUR 2019 REPORTS COLLECTION (3/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
BIOTECHNOLOGIES o MARKET AND TECHNOLOGY REPORT
o MARKET AND TECHNOLOGY REPORT • Status of the Memory Business 2019 - New
• CRISPR-Cas9 Technology: From Lab to Industries 2018 • MRAM Technology and Business 2019 - New
o PATENT REPORT • Emerging Non Volatile Memory 2018
• Personalized Medicine 2019 – New o STRUCTURE, PROCESS & COST REPORT
• Memory Comparison 2019
BIOMEMS & MEDICAL MICROSYSTEMS o PATENT REPORT
o MARKET AND TECHNOLOGY REPORT • Magnetoresistive Random-Access Memory (MRAM) 2019 - New
• Medical Wearables: Market & Technology Analysis 2019 - New • 3D Non-Volatile Memory 2018
• Neurotechnologies and Brain Computer Interface 2018
• BioMEMS & Non-Invasive Sensors: Microsystems for Life Sciences ADVANCED PACKAGING
& Healthcare 2018 o MARKET AND TECHNOLOGY REPORT
o PATENT REPORT
• Fan Out Packaging Technologies and Market Trends 2019 - Update
• 3D Cell Printing 2019 - New • 3D TSV Integration and Monolithic Business Update 2019 - Update
• Circulating Tumor Cells Isolation 2019 - New • Advanced RF SiP for Cellphones 2019 - Update
• Nanopore Sequencing 2019 - New • Status of Advanced Packaging 2019 - Update
• Status of Advanced Substrates 2019 - Update
SOFTWARE AND COMPUTING • Panel Level Packaging Trends 2019 - Update
o MARKET AND TECHNOLOGY REPORT • RF System-in-Package & Materials for 5G 2019 - New
• Artificial Intelligence Computing For Automotive 2019 - New
• System in Package (SiP) Technology and Market Trends 2019 - New
• Hardware and Software for Artificial Intelligence (AI)
• Trends in Automotive Packaging 2018
in Consumer Applications 2019 - Update
• Thin-Film Integrated Passive Devices 2018
• From Image Processing to Deep Learning 2019 - Update
o STRUCTURE, PROCESS & COST REPORT
• xPU (Processing Units) for Cryptocurrency, Blockchain, HPC
and Gaming 2019 – New • Advanced RF SiP for Cellphones Comparison 2019
MEMORY Update : 2018 version still available ©2019 | www.yole.fr | About Yole Développement 13OUR 2019 REPORTS COLLECTION (4/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
SEMICONDUCTOR MANUFACTURING SOLID STATE LIGHTING
o MARKET AND TECHNOLOGY REPORT o MARKET AND TECHNOLOGY REPORT
• Nano Imprint Lithography 2019 - New • Status of the Solid State Light Source Industry 2019 - New
• Equipment and Materials for Fan Out Packaging 2019 - Update • Edge Emitting Lasers (EELS) 2019 - New
• Equipment for More than Moore: Thin Film Deposition • Light Shaping Technologies 2019 - New
& Etching 2019 - New • Automotive Advanced Front Lighting Systems 2019 - New
• Wafer Starts for More Than Moore Applications 2018 • VCSELs - Technology, Industry and Market Trends 2019 - Update
• Polymeric Materials at Wafer-Level • IR LEDs and Laser Diodes – Technology, Applications,
for Advanced Packaging 2018 and Industry Trends 2018
• Bonding and Lithography Equipment Market • Automotive Lighting 2018: Technology, Industry and Market Trends
for More than Moore Devices 2018 • UV LEDs - Technology, Manufacturing and Application Trends 2018
o STRUCTURE, PROCESS & COST REPORT • LiFi: Technology, Industry and Market Trends 2018
• Wafer Bonding Comparison 2018 o STRUCTURE, PROCESS & COST REPORT
o PATENT REPORT • VCSEL Comparison 2019
• Hybrid Bonding for 3D Stack 2019 – New o PATENT REPORT
• VCSELs 2018
DISPLAY
o MARKET AND TECHNOLOGY REPORT
• Next Generation 3D Display 2019 - New
• Next Generation Human Machine Interaction (HMI)in Displays 2019 - New
• Micro-and Mini-LED Displays 2019 - Update
• QD and Wide Color gamut (WCG)
Display Technologies 2019 - Update
• Displays & Optical Vision Systems for VR,AR & MR 2018
o PATENT REPORT
• MicroLED Displays : Intellectual Property Landscape 2018
Update : 2018 version still available ©2019 | www.yole.fr | About Yole Développement 14OUR 2019 REPORTS COLLECTION (5/5)
18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
POWER ELECTRONICS BATTERY & ENERGY MANAGEMENT
o MARKET AND TECHNOLOGY REPORT o MARKET AND TECHNOLOGY REPORT
• Power SiC: Materials, Devices and Applications 2019 - Update • Status of the Rechargeable Li-ion Battery Industry 2019 - New
• Power Electronics for EV/HEV and e-mobility: • Li-ion Battery Packs for Automotive and Stationary Storage
Market, Innovations and Trends 2019 - Update Applications 2019 - Update
• Status of the Power Electronics Industry 2019 - Update o PATENT REPORT
• Discrete Power Packaging : Material Market • Battery Energy Density Increase: Materials
and Technology Trends 2019 - New and Emerging Technologies 2019 - New
• Status of the Power ICs Industry 2019 - Update • Solid-State Batteries 2019 - New
• Status of the Passive Components for the Power Electronics • Status of the Battery Patents 2018
Industry 2019 - Update
• Status of the Inverter Industry 2019 - Update COMPOUND SEMI.
• Status of the Power Module Packaging Industry 2019 - Update o MARKET AND TECHNOLOGY REPORT
• Wireless Charging Market Expectations • Emerging Compound Semiconductor
and Technology Trends 2018 Market & Technology Trends 2019 - New
• Power GaN 2018: Epitaxy, Devices, Applications • Status of the Compound Semiconductor Industry 2019 - New
and Technology Trends • InP Materials, Devices and Applications 2019 - New
o STRUCTURE, PROCESS & COST REPORT • GaAs Wafer and Epiwafer Market: RF, Photonics,
• Automotive Power Module Packaging Comparison 2018 LED and PV Applications 2018
• GaN-on-Silicon Transistor Comparison 2019 o PATENT REPORT
• SiC Transistor Comparison 2019 • GaN-on-Silicon Substrate: Materials, Devices
o PATENT REPORT and Applications 2019 - Update
• Power SiC : Materials, Devices and Modules 2019 - New
• Power GaN : Materials, Devices and Modules 2019 – Update
Update : 2018 version still available ©2019 | www.yole.fr | About Yole Développement 15OUR 2019 MONITORS COLLECTION (1/2)
Get the most updated overview of your market to monitor your strategy
Yole Développement, System Plus Consulting and KnowMade, all part of the Yole Group of Companies, are launching a collection of 10 monitors in 2019. The monitors aim to
provide updated market, technology and patent data as well dedicated quarterly analyses of the evolution in your industry over the previous 12 months. Furthermore, you can
benefit from direct access to the analyst for an on-demand Q&A and discussion session regarding trend analyses, forecasts and breaking news.
Topics covered will be compact camera modules (CCMs), advanced packaging, compound semiconductors, microfluidics, batteries, RF and memory.
MARKET MONITOR by Yole Développement o COMPOUND SEMI. – NEW
This monitor will describe how the compound semiconductor industry is evolving. It
A FULL PACKAGE: will offer a close look at GaAs, InP, SiC, GaN and other compounds of interest
The monitors will provide the evolution of the market in units, wafer area and revenues. providing wafer volumes, revenues, application breakdowns and momentum.
They will also offer insights into what is driving the business and a close look at what is Frequency: Quarterly, starting from Q3 2019
happening will also be covered in it.
o CAMERA MODULE – NEW
The following deliverables will be included in the monitors: This monitor will provide the evolution of the imaging industry, with a close look at
• An Excel database with all historical and forecast data image sensor, camera module, lens and VCM. Volumes, revenues and momentum of
companies like Sony, Samsung, Omnivision and OnSemi will thus be analysed.
• A PDF slide deck with graphs and comments/analyses covering the expected Frequency: Quarterly, starting from Q3 2019
evolutions
o MEMORY – UPDATE
o ADVANCED PACKAGING – NEW For the memory industry you can have access to a quaterly monitor, as well as an
This monitor will provide the evolution of the advanced packaging platforms. It will additional service, a monthly pricing. Both services can be bought seprately:
cover Fan-Out Wafer Level Packaging (WLP), Fan-Out Panel Level Packaging (PLP),
• DRAM Service: Including a quarterly monitor and monthly pricing.
Wafer-Level Chip Scale Packaging (WLCSP), Flip Chip packaging platforms, and 2.5D
and 3D Through Silicon Via (TSV) integration. Frequency: Quarterly, starting from Q3 • NAND Service: Including a quarterly monitor and monthly pricing.
2019
REVERSE TECHNOLOGY MONITOR by System Plus Consulting
o SMARTPHONES – NEW
To stay updated on the latest components, packaging and silicon chip choices of the smartphone makers, System Plus Consulting has created its first Smartphone Reverse
Technology monitor. This year, get access to the packaging and silicon content database of at least 20 different flagship smartphones – more than five per quarter. Starting at the
beginning of 2019, the monitor will include an Excel database report for each phone and a quarterly comparison.
©2019 | www.yole.fr | About Yole Développement 16OUR 2019 MONITORS COLLECTION (2/2)
Get the most updated overview of your market to monitor your strategy
PATENT MONITOR by KnowMade o Li-ion Batteries
Anodes made of lithium metal, silicon, and lithium titanate (LTO); cathodes made of
A FULL PACKAGE: Lithium Iron Phosphate (LFP), Nickel-Manganese-Cobalt (NMC), Lithium Nickel
Starting at the beginning of the year, the KnowMade monitors include the following Cobalt Aluminium Oxide (NCA), Lithium Nickel Metal Dioxide (LiNiMO2), Lithium
deliverables: Metal Phosphate (LiMPO4), and Lithium Metal Tetroxide (LiMO4); electrolytes
including liquid, polymer/gel, and solid inorganics; ceramic and other separators;
• An Excel file including the monthly IP database of: battery cells including thin film/microbattery, flexible, cylindrical and prismatic; and
• New patent applications battery packs and systems.
• Newly granted patents o Post Li-ion Batteries
• Expired or abandoned patents Battery technologies including redox-flow batteries, sodium-ion, lithiumsulfur, lithium-
• Transfer of IP rights through re-assignment and licensing air, and magnesium-ion, and their supply chains, including electrodes, electrolytes,
• Patent litigation and opposition battery cells and battery packs/systems.
• Quarterly report including a PDF slide deck with the key facts & figures of the o Solid-State Batteries
quarter: IP trends over the three last months, with a close look to key IP players and Supply chain including electrodes, battery cells, battery packs/systems and
key patented technologies. electrolytes, including polymer, inorganic and inorganic/polymer, inorganic materials,
including argyrodites, LIthium Super Ionic CONductor, (LISICONs), Thio-LISICONs,
o GaN for Power & RF Electronics sulfide glasses, oxide glasses, perovskites, anti-perovskites and garnets.
Wafers and epiwafers, GaN-on-SiC, silicon, sapphire or diamond, semiconductor
devices such as transistors, and diodes, devices and applications including converters, o RF Acoustic Wave Filters
rectifiers, switches, amplifiers, filters, and Monolothic Microwave Integrated Circuits Including Surface Acoustic Wave (SAW), Temperature Compensated (TC)- SAW, Bulk
(MMICs), packaging, modules and systems. Acoustic Wave- Free-standing Bulk Acoustic Resonator (BAWFBAR), BAW-Solidly-
Mounted Resonator (BAW-SMR), and Packaging.
o GaN for Optoelectronics & Photonics
Wafers and epiwafers, GaN-on-sapphire, SiC or silicon; semiconductor devices such o RF Power Amplifiers
as LEDs and lasers; and applications including lighting, display, visible communication, Including Low Noise Amplifiers, Doherty Amplifiers, Packaging, and Millimeter-Wave
photonics, packaging, modules and systems. technology.
o RF Front-End Modules
o Microfluidics
From components to chips and systems, including all applications.
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©2019 | www.yole.fr | About Yole Développement 19STATUS OF THE CAMERA MODULE INDUSTRY 2019
FOCUS ON WAFER LEVEL OPTICS
Market & Technology report - February 2019
CMOS Camera Modules (CCM) have become a key sensor technology – what are the dynamics and
strategies in this highly competitive market?
DESPITE HEADWINDS THE CMOS CAMERA MODULE (CCM) MARKET
KEY FEATURES
• Updated forecasts
REMAINS HIGHLY ATTRACTIVE
• Ecosystem analysis The camera module industry has reached a new will expand ninefold within five years, reaching
• Technology update stage in its development. With $27.1B of global $6.1B by 2024. This is helping compensate for
• New trends and applications revenues generated in 2018, Yole Développement the shipment volume slowdown in smartphones,
• Special focus on Wafer Level Optics expects it to maintain a 9.1% Compound Annual computers, tablet and digital cameras. While the
(WLO) Growth Rate (CAGR) for the next 5 years. This complexity and cost of each individual camera is
industry, which covers image sensors, lenses, voice still increasing on average, reaching $5.5 per unit,
WHAT’S NEW coil motors, illuminators and camera assemblies, we are now seeing more diversity. In recent years
• Cost erosion analysis will therefore reach $45.7B by 2024. The overall the distribution of resolution, optical format and
• Resolution of dual cameras growth is a combination of mega trends. The main camera type was only heading towards uniformly
• 3D sensing penetration rate upward driver is the increasing number of cameras in high specifications. But in 2018 the smartphone
• Illumination modules products such as smartphones and cars. 3D sensing market has evolved quite dramatically. In an
cameras are part of this trend, invading mobile attempt to work around the increasing cost of
devices, computing and automotive industries. If imaging, mid-range phones have been implementing
the nature of camera module making is unchanged 2-5Mp formats that were previously fading away.
with 3D sensing, illuminator sub-modules create This new equilibrium between volume, cost and
a new market area. This brings new technologies, specification is lowering Yole Développement’s
such as wafer level optics (WLO), along with it. forecast with respect to the previous 2017 report,
The market for devices involved in illumination but overall the direction of the industry remains
for 3D sensing accounted for $720M in 2018 and highly attractive.
2012-2014 CCM revenue forecast (in $B)
CCM Industry 2024
CCM Industry 2018 CAGR 9.1% $45.7B
$27,1B
VCM
$2.3B VCM
$4.4B
Camera
module
Camera CAGR +11.5% assembly
LINKED REPORT module $13.9B
assembly
Mobile Camera Module CAGR +8.9%
CMOS Image $8.5B
Comparison 2019 sensors
Structural, Process & Costing Report by $12.3B
CMOS Image sensors Lens set
$20.8B manufacturing
System Plus Consulting – January 2019 $6.0B
CAGR +9.2%
CAGR +6.7%
Lens set
manufacturing
$4.1B
Illumination Illumination
sub-modules sub-modules
$0.7B $6.1B - CAGR +42.6%
(Yole Développement, February 2019)
Physical analysis and cost comparison
of seven leading flagship smartphone WAFER LEVEL OPTICS (WLO) FINALLY FINDS MASS MARKET ADOPTION
cameras: Apple iPhone X/XS/XR,
This report contains a special focus on the WLO for mobile phones before the smartphone
Samsung Galaxy S9, Huawei Mate
industry. Several types of products are covered, era. Due to the high image quality required by
20 Pro and P20 Pro, Xiaomi Mi8
such as lenses, diffusers, diffractive optical smartphones, WLO approaches were left aside
Explorer Edition, Oppo Find X and
Vivo X21UD. elements (DOEs), autofocus (AF) and optical until today. As previously forecasted, the addition
image stabilization (OIS) tunable lenses. Such of 3D sensing brought an opportunity for wafer
Bundle offer available - Contact us for
technologies have received huge investment level approaches to enter mass production and
more information.
between 2005 and 2010, aiming to serve cameras companies such as ams, Himax and AAC were ableSTATUS OF THE CAMERA MODULE INDUSTRY 2019 – FOCUS ON WAFER LEVEL OPTICS
to provide technology to the pioneering smartphone industry focus of this report is structured in the
makers. While WLO revenues were in the order of same way as the full report itself with a forecast, and
$190M in 2018 we expect revenues will grow in line ecosystem, application and technology trend analyses.
with the 3D sensing trend at 55% CAGR to $1.6B in Players mastering WLO technologies are challenging
2024. Trends on the front and back of smartphones CCM players and 2019 is the right time to provide an
will require additional WLO components, and the big overview and discuss the challenges ahead.
expectation is for tunable lens AF&OIS. The WLO
2012-2024 Wafer Level Optics revenue forecast by application (in $B)
Mobile Consumer Automotive Medical Industrial
2
1,8
1,6
1,4
Revenue ($B)
%
1,2
55
GR
1
CA
0,8
0,6
0,4
0,2
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
(Yole Développement, February 2019)
THE CCM ECOSYSTEM IS EXTREMELY DYNAMIC, NEW INNOVATIONS ARE COMING
With twelve companies with revenues above a billion one hundred million dollars is decreasing, showing
dollars per annum and the next twenty companies that the ecosystem is getting more concentrated. The
above a hundred million dollars, the CCM industry cost to enter is high and only breakthroughs such as
provides opportunities for numerous players. In the 3D sensing allow new players and technologies to get
last four years we have been monitoring the industry, in. The rhythm of mergers and acquisitions (M&A) has
and a few major trends have become obvious. First is reached a climax in 2017, and now the lack of target
the dominance of two heavyweights in image sensors companies has momentarily stopped acquisitions.
and lenses, Sony and Largan, which cover up to 50% The large camera module makers are looking to
of the market’s needs. Now, these heavyweight increase their margin. As new technologies get ready
companies are having their dominance challenged. to enter we expect M&A to rise again in years to
The number of companies above one billion dollars come, fueling the 9.1% CAGR in a virtuous cycle.
per annum revenue is rising, while the number above
2018 supply chain of the camera module industry
Silicon Glass Polymer Metal Plastics Substrates
CIS Die IR Filter Lens set AF & OIS Connectors
KGDs
Assembly and Test
(Yole Développement, February 2019)MARKET & TECHNOLOGY REPORT
OBJECTIVES OF THE REPORT
• To provide market data on key CCM metrics and dynamics:
- CCM revenue forecast, volume shipments and component share AUTHORS
- Market share with detailed breakdown by player Pierre Cambou has
- To provide in-depth understanding of the CCM value chain, infrastructure and players been part of the imaging
- W ho are the CCM players (CIS manufacturers, CCM manufacturers, Optics manufacturers…) industry since 1999. He
and how they are related? first took several positions at Thomson
• To provide key technical insight and analysis about future technology trends and challenges: TCS, which became Atmel Grenoble in
- Manufacturing technologies: design structure 2001 and e2v Semiconductors in 2006.
- Device technologies: CCM application across markets In 2012 Pierre founded Vence Innovation,
later renamed Irlynx, to bring to market
- Technology focus on game changing areas such as OIS and dual cameras
an infrared sensor technology for smart
COMPANIES CITED IN THE REPORT (non exhaustive list) environments and interactions. He has an
AAC Technologies, Ability Opto, AGC, Alps, Apple, Asia Optical, Brigates, BYD Microelectronics, Engineering degree from Université de
Calin Technology, Cammsys, Cha Diostech, Chicony, Continental, Cowell Optics, Cresyn, Technologie de Compiègne and a Master
Crystal-Optech, Ddk, DJI, Foxconn, Fujifilm, Fujinon, Fujitsu, Galaxycore, Genius Optical, Google, of Science from Virginia Tech. Pierre also
Gopro, Haesung Optics, Himax, Hirose, Hoya, Huawei, IM, Intel, Jawah, JSR, Kantatsu, Kinko graduated with an MBA from Grenoble
Optical, Kolen, Kyocera, Largan, Lenovo, LG Innotek, Liteon, Magna, Materion, Mcnex, Microsoft, Ecole de Management. In 2014 he joined
Mitsumi, Mobileye, Nalux, New Shicoh, Nidec, NTK, O-Film, Omnivision, On Semiconductor, Yole Développement as Imaging Activity
Optis, Panasonic, Parrot, Partron, Pixart, Pixelplus, Powerlogic, Primax, Q-Tech, Ricoh, Samsung, Leader.
Schott, Semco, Sharp, Sekonix, SK Hynix, Softkinetic, Sony, ST Microelectronics, Sunny Optical,
Sunex, Superpix, Suyin, TDK, Toshiba, Truly, Valeo, Viavi, Volvo, Xiaomi, Xperi, Zeiss , Zeon, Zte
and more…
TABLE OF CONTENTS (complete content on i-Micronews.com)
Report objectives and scope 5 > Lens for CCM market share analysis Since 1966 Jean-Luc
Methodology 7 > 2018 Autofocus and OIS for CCM revenue Jaffard has made
market share invaluable contributions
Executive summary 14 > Autofocus and OIS for CCM market share to imaging activity at STMicroelectronics,
Introduction 33 analysis
working at the forefront of this business’s
> Analysis of the CCM ecosystem
> Overall technology roadmaps emergence and impressive growth. At
> Camera module definition WLO industry focus 79 STMicroelectronics’ Imaging Division, Jean-
> Cost breakdown by resolution in $ > 2012-2024 WLO volume shipment Luc was appointed Research Development
>C ost breakdown by resolution in % forecast by market and Innovation Director, managing a large
Market forecast 46 > 2012-2024 WLO revenue forecast multidisciplinary/multicultural team. Soon
by market
> Segmentation after, he was promoted to Deputy General
> Ecosystem of the WLO industry
> 2 012-2024 Volume shipment forecast
> Value chain of WLO industry Manager and Advanced Technology Director,
by market in charge of identifying and developing
> WLO Application trend
> 2 012-2024 Volume shipment forecast breakthrough imaging technologies and
> WLO Technology trend
by application transforming them into innovative, profitable
> 2012-2024 ASP forecast by application Application trends 113
products. In 2010 he was appointed
> 2012-2024 Revenue forecast by market > Mobile
> 2012-2024 Revenue forecast by application STMicroelectronics’ Intellectual Property
> Other consumer markets
> 2012-20204 Revenue forecast by component > Automotive Business Unit Director, and in January 2014
> Value breakdown of the CCM market > Other high end markets he created Red Belt Conseil’s Technology
> Analysis of the CCM market forecast and Innovation branch.
Technology trends 186
Company ecosystem 59 > Image sensor
> Ecosystem of the CCM industry > Optics
> Value chain of CCM industry > IR cut filter
> Mobile camera supply chain > Connectors
> Automotive camera supply chain > Packaging
> 2018 CCM revenue market share > Autofocus and OIS
> CCM market share analysis > Specific manufacturing equipment
> 2018 Sensor for CCM revenue market share Conclusions 221
> Sensor for CCM market share analysis
> 2018 Lens for CCM revenue market share About Yole Développement 223
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