Status of the CMOS image sensor industry - 2016 report sample - From Technologies to Market - Yole Développement
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From Technologies to Market Status of the CMOS image sensor industry 2016 report sample Authors: P. Cambou JL. Jaffard © 2016
REPORT OBJECTIVES Provide a clear understanding of applications and related technologies. Ecosystem identification and analysis: • Determination of the applications range Ecosystem • Technical market segmentation • Economic requirements by segment • Key players per market and analysis Market • Market size and market forecast in $M and Munits Analysis and description of market and technologies involved: • Major actors on a global basis Techno • Detailed applications per market segment • Technology identification for different products and processes • Competing technologies • Main technical challenges ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 3
METHODOLOGIES & DEFINITIONS Yole’s market forecast model is based on the following elementary structured blocks: Yole’s analysis framework ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 4
WHAT IS TAKEN INTO ACCOUNT BY THE ANALYSIS ? From wafer to first packaged sensor Analysis at the component level Courtesy of Xiaomi Courtesy of Apple Courtesy of Sony Courtesy of Omnivision Courtesy of On Semi Courtesy of Valeo Courtesy of Tesla Wafer Die Sensors Modules Systems ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 5
TABLE OF CONTENT (1/2) o GOSSARY 2 o TABLE OF CONTENT 3 3- ECOSYSTEM 52 o REPORT OBJECTIVES 5 • Recent consolidation • M&A activity o METHODOLOGY 7 • Ecosystem mapping o COMPANY CITED 13 • Geographic mapping o EXECUTIVE SUMMARY 14 1 - INTRODUCTION 30 4- PLAYER & RANKINGS 61 • Historical perspective • Revenue rankings • Market segmentation • Volume rankings • 2015 CIS market landscape by application • Revenue breakdown per player • 2015 CIS market landscape by player • Revenue market share in mobile • Revenue market share in digital photography 2- MARKET FORECAST 39 • Revenue market share in tablets • Revenue breakdown • Revenue market share in laptop PC • 2010 - 2021 CIS volume shipment (in Munits) • Revenue market share in automotive • 2009 - 2020 CIS revenue forecast (in $M) • Revenue market share in security & surveillance • 2009 - 2020 Wafer production (in 12”wafer eq.) • Revenue market share in medical X ray • BSI penetration forecast • Revenue market share in machine vision • 200mm (8”) to 300mm (12”) transition forecast ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 6
TABLE OF CONTENT (2/2) 5 – MOBILE MARKET TREND 78 • Consumer tech device forecast • 2010 - 2021 Medical CIS market forecast • 2010 - 2021 Mobile market forecast • 2010 - 2021 Security & surveillance market forecast • Market drivers • 2010 - 2021 Machine vision market forecast • Resolution mix • Dual camera trend 8- TECHNOLOGY TREND 128 • Number of camera per smartphone forecast • Image sensor specifications • BSI technologies 6- CONSUMER MARKET TREND 101 • Samsung S7 focus • 2010 - 2021 Consumer photography market forecast • PDAF and LDAF approaches • 2010 - 2021 Action camera market forecast • Key advances • 2010 - 2021 VR & AR market forecast • 2010 - 2021 Wearable & smartwatch market forecast 9- CONCLUSIONS 152 • 2010 - 2021 Personal robotics market forecast 10- COMPANY PROFILE 155 7- OTHER MARKET TREND 112 • 2010 – 2021 Computing market forecast • 2010 – 2021 Automotive market forecast • Automotive market drivers ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 7
COMPANIES CITED IN THE REPORT Almalence, Ambarella, Apple, Agilent, Arm, Axis, Basler, Bosch, Brigates, BYD, Caeleste, Canon, Clairpixel, Cmosis, Cognex, Continental, Core Photonics, Crysview, CSEM, Dongbu HiTek, DXO, Dynamax, e2v, Espros, Evg, Excelitas, Fairchild Imaging, Flir, Forza Silicon, Fotonic, Foxconn, Fraunhofer, Fujitsu, Fujifilm, GalaxyCore, Given Imaging, GoPro, Grace Valley, Hamamatsu, Hassellblad, Heliotis, Himax imaging, Honneywell, Hoya, HTC, Huawei, SK Hynix, Image Lab, Imec, Infineon, Invisage, Invensense, JVC Altasens, Kingpak, Konica Minolta, Lattice, Leap Motion, Leica, Lenovo, LFoundry, LG, Luxima, Lytro, Magna, Magneti Marelli, Mantis Vision, Medigus, Melexis, Mesa Imaging, Micron, Microsoft, Mobileye, Mobotix, Movidius, New Imaging Technologies, Nikon, NXP, Nvidia, Odos Imaging, Omnivision, Omron, ON Semi, Panasonic, Pelican Imaging, PerkinElmer, Philips, Pixart, PixelPlus, Pelco, PMD Technologies, Point Grey Research, Pyxalis, Raytrix, Rosnes, Samsung, Sanei Hytech, SETi, Sharp, SiliconFile, Sirona, Soft Kinetic, SK Hynix, SMIC, Siemens, Socionext, Softkinetics, Soitec, Sony, STMicroelectronics, SuperPix, Teledyne Dalsa, Teradyne, Tessera, Toshiba, Trixell, Tsmc, Toshiba Teli, TowerJazz, Tridicam, UMC, Valeo, Videantis, Viimagic, WLCSP, Xiaomi, X-Fab, XinTec, ZTE and more … ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 8
ABOUT THE AUTORS OF THIS REPORT Biography & contact Pierre Cambou From 1999, Pierre Cambou has been part of the imaging industry. Pierre took several positions at Thomson TCS which became Atmel Grenoble in 2001 and e2v Semiconductors in 2006. In 2012 he founded a start-up called Vence Innovation (now Irlynx) in order to bring to market a disruptive infrared Man to Machine interaction technology. He has an Engineering degree from Université de Technologie de Compiègne and a Master of Science from Virginia Tech. More recently he graduated from Grenoble Ecole de Management’s MBA. He joined Yole Développement as Imaging Activity Leader in 2014. Contact: cambou@yole.fr Jean-Luc Jaffard From 1966 Jean-Luc Jaffard paved the way of imaging activity at STMicroelectronics being at the forefront of the emergence and growth of this business. At STMicroelectronics Imaging Division he was successively appointed as Research Development and Innovation Director managing a large multidisciplinary and multicultural team and later on promoted to Deputy General Manager and Advanced Technology Director in charge of identifying and developing breakthrough Imaging Technologies and to transform 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. ©2016 | www.yole.fr | Status of ©2015 the CMOS image sensor | www.yole.fr industry | Camera Module| Industry Sample 9
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WHAT WE GOT RIGHT WHAT WE GOT WRONG Forecast over the years We are raising our Historical revenue forecast (in $M) forecast for CMOS 2010 Fcst 2012 Fcst 2014 Fcst 2015 Fcst 2016 Fcst Image Sensors Mostly driven by 20 000 smartphone camera 18 000 crase and the renewal Our goal is to of applications in the 16 000 predict +/-10% in consumer space, CIS 14 000 5 years time market keeps its 12 000 momentum while passing the $10B Revenue ($M) 10 000 landmark 8 000 6 000 The main reason for this forecast increase is 4 000 the early introduction of 2 000 dual cameras in 0 smartphones 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 11
5TH CMOS IMAGE SENSOR REPORT • When Yole Développement presented its first report in 2010, the imaging industry was at a turning point as CMOS image sensor revenues were breaking the 50% threshold in respect to CCD. • Since last year, the industry has reached the $10B landmark and has become a key technology for major semiconductor companies such as Sony, Samsung,On Semi and now SK Hynix. Imaging has become a • Mobile remains the key application market for CIS, it is demanding in term of volume and performances therefore mature ASP are kept at a good level for the top notch technology. The industry has reached $10.3B in 2015 and with 10.4% industry CAGR forecasted for the 2015-2021 period, and will reach $18.8B in 2021. • Currently the most dynamic CIS markets are mobile and automotive. New features and performance are needed to serve those markets. ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 12
CMOS IMAGE SENSOR PLAYERS 2015 CIS market landscape by player Leveraging its 2015 - CIS market landscape by player technology leadership 1 000 roothed in digital High End photography and Players High End Players applied to mobile Teledyne Dalsa $3.0B markets and benefiting Hamamatsu Excelitas $1,2B 100 $0.2B from resolution Fairchild Sony is now increases of mobile Canon taking the lead in secondary camera, Average Selling Price ($) AMS Cmosis volume Sony grabbed both e2v 10 Sharp Samsung revenue and volume On Semi Sony leadership in 2015 Panasonic Toshiba SK Hynix confirmed it STMicro was able to supply this 1 Pixart technologically Pixelplus Omnivision Galaxycore Key Players Key Players demanding market as Himax SK Hynix it proved itslelf an Superpix 2nd Tier Players alternative to 0 2nd Tier Players Galaxycore -100 100 300 500 700 900 1 100 1 300 Volume Shipment (M units) ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 13
CIS REVENUE BREAKDOWN (IN $M) by market 2015 CIS Revenue breakdown by market Security Industrial/Space/Defence 3,8% 2,6% Medical 0,3% 2014 2015 CAGR2015-2021 Automotive 5,2% Mobile $5,908 $6,665 12% 2015 Consumer $1,611 $1,401 1% CIS Revenue Computing $1,187 $1,052 -3% breakdown Automotive $279 $537 23% Computing 10,2% Medical $29 $34 15% Security Industrial/Space/Defe $140 $388 11% 2014 2015 nce $146 $271 10% $9,300M $10,348M TOTAL $9,300 $10,348 10,4% Consumer 13,5% Mobile 64,4% ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 14
CIS REVENUE RANKING (IN $M) by player 2015 CIS Revenue market share by player PixartPixelplus Other Yole Développement © May 2016 YoY STMicro 2% 1% 5% 2015 Company 2014 Growth 2% (in $M) Galaxycore (%) 3% 1 Sony $2,779 $3,645 31% SK Hynix 2015 2 Samsung $1,825 $1,930 6% 3% Sony 35% CIS Revenue 3 Omnivision $1,378 $1,250 -9% Panasonic 3% ranking 4 On Semi $670 $810 21% 5 Canon $482 $404 -16% Toshiba 3% 6 Toshiba 7 Panasonic $360 $244 $350 $336 -3% 38% Canon 4% 2014 2015 8 SK Hynix $200 $325 63% 9 Galaxycore $325 $275 -15% $9,300M $10,348M 10 STMicro $260 $200 -23% On Semi 8% 11 Pixart $166 $170 2% 12 Pixelplus $114 $130 14% Other $498 $523 5% $9,300 $10,348 Omnivision Samsung 12% 19% ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 15
MOBILE MARKET TREND The mobile camera will become a multi sensor optronics interface # of sensors Embedded 3D Interactive Embedded 3D The world becomes interactive Photography computational 3+ sensors New embedded 3D imaging Technology is & video Courtesy of Sony almost ready Catching up with DSLR and video Players are cameras 3 sensors working on the killer applications 2 sensors • Dual Main & sub • Main & sub camera camera • 3D mapping • Dual main or • Range finder • VR localization sub camera • LED Flash • 3D sensing 1 sensor • Main & sub • LED Illuminator camera • LED Flash Courtesy of Panono Courtesy of Microsoft 2012 2014 2016 2018 2020 2022 ©2016 | www.yole.fr | Status of ©2015 the CMOS image sensor | www.yole.fr industry | Camera Module |Industry Sample 16
MOBILE MARKET TREND Dual camera rollout scenario Dual camera Penetration (%) Breaking the 20% threshold means Apple Samsung should or Samsung have follow integrated at least one accordingly 20% iPhone 7 & 7S dual camera The question is with dual camera no more if but when? Front or back ? 10% P9 (Rear 13+13Mp) Next HW updates for Apple G5 (Rear 16+8Mp) 2% Yole Développement © May 2016 2016 2017 2018 2019 2020 2021 ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 17
CONSUMER MARKET TREND Light field imaging has many intermediaries Processing x Interactive Complexity World Augmented/ - Virtual Mix Reality Reality 3D/Sphere 3D - Enhanced videocall - Morphing Video 3D Sphere Video - Video/Movies 3D Video - Videochat Pandora’s box is open 3D 2D Video virtual world with interaction Photosphere - Object Mapping -Smart environment Photosphere - Photosphere interaction 2D Photo 3D - Photosphere - Picture 3D 4D Evolution 2D - Selfie ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 18
USE OF MACHINE VISION TECHNOLOGY Disruptive vision sensing technology is transforming all markets Medical Systems Industrial Generation of images Automotive Military are less and less & Transport & Scientific intended for human usage Video Camcorders Low Volumes Robotics and Machines have great 1B units technologies for autonomy & >1M units will transform interaction Mobile Phones the imaging Security & CIS sensors are a key Surveillance >100M units landscape >10M units part of this technology revolution DSLR & DSC High Volumes Cameras Consumer Notebook & tablets robot Viewer & Gaming devices ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 19
EVERY YEAR, YOLE DÉVELOPPEMENT ATTENDS MAIN EVENTS. MEET WITH US AT*: • NEPCON Japan • ECTC January 13-15, 2016 – Tokyo, Japan May 31-June 3, 2016 – Las Vegas, USA • CS International March 1-2, 2016 – Brussels, Belgium • Sensors Expo & Conf June 21-23, 2016 – San José, USA • Image Sensors March 15-17, 2016 – London, UK • SEMICON West July 12-15, 2016 – San Francisco, USA • International Conference and Exhibition on Device Packaging March 15-17, 2016 – Fountain Hills, USA • LED Professional Symposium – LpS September 20-23, 2016 – Bregenz, Austria • Lab-on-a-Chip European Congress March 15-16, 2016 – Madrid, Spain • SEMICON Europa October 25-27, 2016 – Grenoble, France • APEC March 20-24, 2016 – Long Beach, USA • SEMICON Japan • PCIM Europe December 14-16, 2016 – Tokyo, Japan May 10-12, 2016 – Nuremberg, Germany *Non exhaustive list ©2016 | www.yole.fr | Status of the CMOS image sensor industry | Sample 20
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4 BUSINESS MODELS o Consulting and Analysis o Financial services • Market data & research, marketing analysis • M&A (buying and selling) • Technology analysis • Due diligence • Strategy consulting • Fundraising • Reverse engineering & costing • Maturation of companies • Patent analysis • IP portfolio management & optimization www.yole.fr www.yolefinance.com www.bmorpho.com o Reports o Media • Market & Technology reports • i-Micronews.com website • Patent Investigation and patent infringement risk • @Micronews e-newsletter analysis • Communication & webcast services • Teardowns & Reverse Costing Analysis • Events • Cost Simulation Tool www.i-Micronews.com www.i-Micronews.com/reports ©2016 | www.yole.fr | About Yole Développement 23
A GROUP OF COMPANIES M&A operations Due diligences www.yolefinance.com Innovation and business maker www.bmorpho.com Market, technology and strategy Manufacturing costs analysis Teardown and reverse engineering consulting Cost simulation tools www.systemplus.fr www.yole.fr IP analysis Patent assessment www.knowmade.fr ©2016 | www.yole.fr | About Yole Développement 24
OUR 2016 REPORTS PLANNING o MEMS & SENSORS − Deposition Technologies Equipment & Materials 2016 − Gas Sensors and Combos 2016 − Thinning & Dicing Equipment for Advanced Packaging, MEMS, Photovoltaics, LED, CMOS 2016 − Status of the MEMS Industry 2016* − Sensors for Cellphones and Tablets 2016 o COMPOUND SEMICONDUCTORS − Market and Technology Trends of Inkjet Printheads: Towards New Printing Opportunities − SiC Modules, Devices and Substrates for Power Electronics 2016* 2016… − GaN Modules, Devices and Substrates for Power Electronics 2016* − Sensors for Biometry and Recognition 2016 − Sapphire Applications & Market 2016: from LED to Consumer Electronics* − Finger Print Sensors Market and Technologies 2016 − RF GaN Technology and Market Analysis 2016 − 3D Imaging & Sensing 2016** − Silicon Photonics 2016 o LED − Emerging Non Volatile Memories 2016* − Sapphire Applications and Market 2016: From LED to Consumer Electronics* − LED Packaging 2016 o IMAGING & OPTOELECTRONICS − Microdisplays and MicroLEDs − Status of the CMOS Image Sensor Industry 2016* − UV LED Technology, Manufacturing and Applications Trends 2016* − Uncooled Infrared Imaging Technology & Market Trends 2016* − OLED for Lighting 2016 − Imaging Technologies for Automotive 2016 − LED in Automotive Lighting 2016 − Sensors for Drones & Consumer Robots 2016 − 3D Imaging & Sensing 2016** o POWER ELECTRONICS − Silicon Photonics 2016 − Power Electronics in Electric and Hybrid Vehicles 2016 − Status of Power Electronics Industry 2016* o MEDTECH − Passive Components Technologies and Market Trends for Power Electronics 2016 − BioMEMS 2016 − SiC Modules, Devices and Substrates for Power Electronics 2016* − Point of Need Testing 2016: Application of Microfluidic Technologies − GaN Modules, Devices and Substrates for Power Electronics 2016* − Inverter Technologies Trends & Market Expectations 2016 o ADVANCED PACKAGING − Power Electronics for Renewable Energy 2016 − FanOut WLP: Technology Trends and Business Update 2016* − Thermal Management for LED and Power 2016 − Embedded Die Packaging: Technology and Markets Trends 2016* − RF GaN Technology and Market Analysis 2016 − 2.5D & 3D IC Business Update 2016 − Status of the Advanced Packaging Industry 2016* o BATTERY − Advanced Packaging for Wearables and Mobile Applications 2016 − Market Trends and Technologies in Battery Pack and Assembly 2016 − Advanced Packaging in Emerging Markets: China 2016 − Innovative and Emerging Technologies in Energy Storage Market 2016 − Supply Chain Readiness for Panel Manufacturing in Packaging 2016 **To be confirmed o MANUFACTURING Patent Analysis by Knowmade and Teardown & Reverse Costing by System Plus Consulting are available on − Inspection and Metrology Technology and Applications Trends in Advanced Packaging 2016** www.i-micronews.com − Emerging Materials for Advanced Packaging 2016 ©2016 | www.yole.fr | About Yole Développement 25
OUR 2015 PUBLISHED REPORTS LIST o MEMS & SENSORS − Sensors and Data Management for Autonomous Vehicles o POWER ELECTRONICS − Sensors for Wearable Electronics And Mobile Healthcare − Power Packaging Technology Trends and Market Expectations − Status of the MEMS Industry − Energy Management for Smart Grid, Cities and Buildings: Opportunities for Battery − Uncooled Infrared Imaging Technology & Market Trends Electricity Storage Solutions − Infrared Detector Technology & Market Trends − Status of Chinese Power Electronics Industry − High-End Gyroscopes, Accelerometers and IMUs for Defense, Aerospace & Industrial − New Technologies and Architectures for Efficient Data Center − Emerging Non Volatile Memory (NVM) Technology & Market Trends − IGBT Market and Technology Trends − Status of Power Electronics Industry o IMAGING & OPTOELECTRONICS − SiC, GaN, and other Wide Band Gap (WBG) materials for power electronics applications − Camera Module Industry − GaN and SiC Devices for Power Electronics Applications − Uncooled Infrared Imaging Technology & Market Trends − Status of the CMOS Image Sensors o ADVANCED PACKAGING − Infrared Detector Technology & Market Trends − Status of the Advanced Packaging Industry − Supply Chain Readiness for Panel Manufacturing in Packaging o MEDTECH − Fan-in Wafer Level Packaging: Market and Technology Trends − Sample Preparation Automation Through Emerging Microfluidic Technologies − Flip Chip: Technologies and Markets Trends − 2015 Microfluidic Applications in the Pharmaceutical, Life Sciences, In-Vitro Diagnostic, and − Fan-Out and Embedded Die: Technologies & Market Trends Medical Device Markets − Sensors for Wearable Electronics And Mobile Healthcare o MANUFACTURING − Photolithography Equipment and Materials for Advanced Packaging, MEMS and LED o COMPOUND SEMICONDUCTORS Applications − Sapphire Applications & Market 2015: from LED to Consumer Electronics − Emerging Non Volatile Memory (NVM) Technology & Market Trends − SiC, GaN, and other Wide Band Gap (WBG) materials for power electronics applications − GaN and SiC Devices for Power Electronics Applications Patent Analysis by Knowmade and Teardown & Reverse Costing by System Plus Consulting are o LED available on www.i-micronews.com − LED Lighting Module Technology, Industry and Market Trends 2015 − UV LED - Technology, Manufacturing and Application Trends − Phosphors & Quantum Dots 2015: LED Downconverters for Lighting & Displays − Sapphire Applications & Market 2015: from LED to Consumer Electronics ©2016 | www.yole.fr | About Yole Développement 26
CONTACT INFORMATION • Consulting and Specific Analysis • North America: Steve LaFerriere, Director of Northern America Business Development Email: laferriere@yole.fr • Japan & Asia: Takashi Onozawa, Representative Director, Yole KK Email: onozawa@yole.fr • RoW: Jean-Christophe Eloy, CEO & President, Yole Développement Email eloy@yole.fr • Report business • North America: Steve LaFerriere, Director of Northern America Business Development Email: laferriere@yole.fr • Europe: Fayçal El Khamassi, Headquarter Sales Coordination & Customer Service Email: khamassi@yole.fr • Japan & Asia: Takashi Onozawa, Representative Director, Yole KK. Email: onozawa@yole.fr Follow us on • Korea: Hailey Yang, Business Development Manager, Korean Office Email: yang@yole.fr • Taiwan: Mavis Wang, Business Development Director Email: wang@yole.fr • Financial services • Jean-Christophe Eloy, CEO & President Email: eloy@yole.fr • General • Email: info@yole.fr ©2016 | www.yole.fr | About Yole Développement 27
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