1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products

2024/06/0422:39:35 technology 1668

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

1. Overview of CMOS image sensors

The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products and images the camera. Quality is decisive. From the perspective of product categories, the current mainstream image sensors include two categories: CCD image sensor ( charge-coupled device image sensor) and CMOS image sensor (complementary metal oxide semiconductor image sensor). Among them, CCD image sensors are currently mainly used in professional cameras, industrial applications and other fields due to their performance advantages such as high resolution and low noise. Due to its performance advantages such as lower power consumption and cost, smaller size, and random reading of image information, CMOS image sensors have a wider range of applications. In addition to being used in digital camera scenarios, they are also widely used in smartphones and automobiles. Electronics, mobile payment, security, medical imaging and other application scenarios. Comparison of the characteristics of

CCD image sensor and CMOS image sensor

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Compilation of public information

production process, CMOS image sensor mainly includes wafer manufacturing, color filter and micro lens processing, wafer probe testing, packaging and other links, among which , the wafer manufacturing process mainly involves wafer oxidation, photolithography, ion injection annealing, diffusion, grinding, testing and other processes. The packaging mainly includes wafer dicing, patching, wire bonding, chip packaging and other major processes. In terms of packaging process, it is mainly divided into two major processes: front-end packaging and back-end packaging. The main processes of front-end packaging include film sticking, grinding, tearing, dicing and other processes. The back-end packaging mainly includes patching, dispensing, and bonding. , assembly and other processes.

CMOS image sensor product process

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Compilation of public information

2. CMOS image sensor industry chain

From the perspective of the industry chain, the upstream of the CMOS image sensor industry chain mainly includes wafer foundries and packaging and testing plants, and the midstream mainly includes CMOS image sensors. Design companies, downstream include various module manufacturers and system manufacturers as well as terminal manufacturers. For companies with different business models, there are differences in the links involved in the CMOS image sensor industry chain. IDM mode and Fab-lite mode CMOS image sensor companies Covering all links of the industry chain, Fabless model companies are in the middle of the CMOS image sensor industry chain.

CMOS image sensor industry chain

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Compilation of public information

Related report: "2022-2027 China CMOS Image Sensor Industry Development Prospects and Investment Strategy Consulting Report" released by Huajing Industrial Research Institute

3. Current status of CMOS image sensor industry

1 , Overall market

From the overall market perspective, the global CMOS image sensor market continues to rise. According to statistics, from 2016 to 2020, global CMOS image sensor shipments increased rapidly from 4.14 billion to 7.72 billion, with a compound annual growth rate of 16.9% during the period. It is expected that global CMOS image sensor shipments will continue to maintain an average annual compound growth rate of 8.5% from 2021 to 2025, and are expected to reach 11.64 billion units in 2025. At the same time, global CMOS image sensor sales have grown rapidly from US$9.41 billion in 2016 to US$17.91 billion in 2020, with a compound annual growth rate of 17.5% during the period. Global CMOS image sensor sales are expected to maintain a compound annual growth rate of 11.9% from 2021 to 2025, and global sales are expected to reach US$33 billion in 2025.

Global CMOS image sensor shipments and sales from 2016 to 2025

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost and Sullivan, compiled by Huajing Industrial Research Institute

From the perspective of downstream applications, CIS is widely used, and the main global CIS subdivisions include Smartphones, security monitoring, , automotive electronics and machine vision, many subdivisions are booming. According to statistics, global shipments and sales of CMOS image sensors in the smartphone field in 2020 were 6.06 billion units and US$12.41 billion respectively, accounting for 78.5% and 69.3% respectively.Shipments and sales in the security monitoring field were 420 million units and US$870 million respectively, accounting for 5.4% and 4.9% respectively. Shipments and sales in the automotive electronics field were 400 million units and US$2.02 billion respectively, accounting for 5.2% and 11.3% respectively. The total shipment volume of global shutter CIS in the field of machine vision has rapidly increased to 60 million units, with an average annual compound growth rate of 132.7% in the past three years, and the market shipment volume in 2020 will be 0.8%.

Distribution of downstream application fields of global CMOS image sensors in 2020

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost and Sullivan, compiled by Huajing Industrial Research Institute

2. Market segments - smartphones

In the field of smartphones, the global smartphone market has entered the era of stock. , the head effect is obvious. It is expected that the growth of mobile phones will continue to slow down in the future, and industry growth will mainly come from the adjustment of the inventory structure and the replacement demand brought about by innovative applications. Judging from smartphone shipments, global mobile phone shipments maintained a rapid growth trend from 2010 to 2017. After 2018, global mobile phone shipments decreased year by year and rebounded in 2021. According to statistics, global smartphone shipments in 2021 will be 1.355 billion units, and domestic shipments will be 343 million units.

Global and Chinese smartphone shipments from 2011 to 2021

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Compilation of public information

From the perspective of smartphone CIS shipments and sales, according to statistics, global shipments of CMOS image sensors in the smartphone field in 2020 and sales were 6.06 billion pieces and 12.41 billion US dollars respectively, accounting for 78.5% and 69.3% respectively. It is expected that by 2025, the shipment volume and sales of CMOS image sensors in the smartphone field are expected to reach 8.50 billion units and 20.40 billion US dollars respectively, maintaining a continuous growth trend. However, they are limited by the slowdown in sales growth in the mobile phone consumer market and the security With the rapid development of emerging application fields such as surveillance, smart vehicle cameras , and machine vision, the proportions dropped to 73.0% and 61.8% respectively.

Global smartphone CIS shipments and sales from 2020 to 2025

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost and Sullivan, compiled by Huajing Industrial Research Institute

3, market segment-security monitoring

Global security monitoringCMOS shipments and sales are growing rapidly. According to statistics, in 2020, the shipment volume and sales of CMOS image sensors in the security monitoring field were 420 million units and US$870 million respectively, accounting for 5.4% and 4.9% respectively. As the overall market size of the security monitoring industry continues to expand in the future, shipments and sales are expected to reach 800 million units and US$2.01 billion respectively in 2025, and the market share will rise to 6.9% and 6.1% respectively. It is expected that the annual compound Growth rates will reach 13.8% and 18.2%.

CIS shipments and sales in the global security monitoring field from 2016 to 2025

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost & Sullivan, compiled by Huajing Industrial Research Institute

In recent years, with the security industry and artificial intelligence , big data, Cloud computing and other technologies are deeply integrated, the application fields of the security industry have been further expanded, and the division of labor in the industrial chain has been further refined. Of the total output value of China's security industry in 2020 of 851 billion yuan, security engineering is 510 billion yuan, security products are 260 billion yuan, and the operation, maintenance and service market is 81 billion yuan. In the future, with the further implementation of security industry infrastructure, the CIS market size in the security monitoring field will continue to grow.

Market structure of China's security industry in 2020

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Zhongan.com, compiled by Huajing Industrial Research Institute

4. Market segments - automotive electronics

In the field of automotive electronics, CMOS image sensors have been installed on a large scale in smart vehicles in recent years. Recording, forward and reversing images, 360° surround view images, and anti-collision system. With the future trend of vehicle electrification and the development of autonomous driving technology, more new cars will be equipped with ADAS (advanced automatic driving assistance system) as standard. If fully autonomous driving is achieved, the average number of CMOS image sensors mounted on a bicycle will increase significantly. According to relevant analysis, the number of sensors for L1/L4 level autonomous driving is 6, while L3, L4, and L5 can reach 13/29/32 respectively.

Average number of CMOS image sensors per vehicle corresponding to different levels of autonomous driving

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Compilation of public information

Intelligent-driven automotive CIS market size accelerates growth. According to statistics, in 2020, the shipment volume and sales of CMOS image sensors in the automotive electronics field were 400 million units and 2.02 billion US dollars respectively, accounting for 5.2% and 11.3% respectively; the shipments and sales of CMOS image sensors in automotive electronics are expected It will reach 950 million pieces and US$5.33 billion in 2025, and the market share will rise to 8.2% and 16.1% respectively. The compound annual growth rate is expected to reach 18.89% and 21.42%. The global automotive CIS market is expected to accelerate expansion.

CIS shipments and sales in the global automotive electronics field from 2020 to 2025

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost and Sullivan, compiled by Huajing Industrial Research Institute

5, market segment - machine vision

The machine vision field is in the ascendant and has broad development. field, it is expected to drive the expansion of CMOS image demand. machine vision technology uses image sensors with multi-angle light sources to obtain images of detection objects, and extracts information from the images for analysis and processing through computers, ultimately realizing the four major functions of identification, measurement, positioning and detection in multiple scenarios, empowering The ability of machines to “see” and “know”.

According to statistics, the global emerging field CMOS image sensor market has expanded rapidly since achieving industry technological breakthroughs in 2018. The total shipments of global shutter CMOS image sensors increased from 11 million units in 2018 to 60 million units in 2020, with a CAGR as high as 132.7 %. At the same time, as downstream applications become more diversified, the number of cameras mounted on their devices also increases. Therefore, the market size of global shutter CMOS image sensors in emerging fields around the world is expected to continue to grow, with total shipments expected to increase to 392 million units in 2025. , with a CAGR of 35.7% in the next five years.

Global shutter CIS shipment volume and growth rate from 2018 to 2025

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Compilation of public information

4. Competitive landscape of CMOS image sensor industry

1, overall market

From the perspective of the overall market competition in the industry, the CMOS image sensor industry is currently Led by foreign manufacturers, Sony , Samsung Electronics , and OmniVision Technology occupy the top three in the industry. Sony ranks first in the market all year round with its complete product line in the field, and has technological advantages in the high-end CMOS image sensor market; Samsung Electronics also occupies a high market position, with high-end products in smartphones, tablets and other consumer electronics fields. Well-known; OmniVision Technology is a CMOS image sensor chip that is widely used in consumer and industrial fields. The technical advantages, financial advantages, customer resource advantages and brand advantages of the three companies all put them in a dominant position in market competition, which has greatly affected the development direction of the CMOS image sensor industry.

According to Frost & Sullivan data, in terms of sales, the top three global CMOS image sensor manufacturers in 2020 are Sony (39.1%), Samsung Electronics (23.8%) and OmniVision Technology (11.3%); press out In terms of shipment volume, the top three manufacturers in terms of market share are Gekko Micro (29.7%), Sony (23.4%) and Samsung Electronics (17.7%).

Market competition landscape of the global CMOS image sensor industry in 2020

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost and Sullivan, compiled by Huajing Industrial Research Institute

Specifically from the perspective of the company, the share of global CIS companies is relatively concentrated, and the localization rate is relatively low. Global leading companies such as Sony have achieved CIS sales of all series of products, and their product performance specifications are leading. Local companies, represented by OmniVision Technology and Gekewei, continue to upgrade product technical specifications, driving the localization rate to continue to increase. In the field of security monitoring, SmartSite's pixel range covers the entire range of low-end, mid-range and high-end products from 1 million pixels to 8 million pixels, and it is in a leading position in the world.

Comparison of global CMOS image sensor companies

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Compilation of public information

2, market segments

From the perspective of market segments such as smartphones, the industry concentration is relatively high. According to Strategy Analytics data, in the global smartphone image sensor market in 2021, Sony leads the way with a revenue share of 45%, Samsung Electronics accounts for 26%, and OmniVision accounts for 11%. The top three suppliers collectively account for nearly 83%. revenue share.

Competitive landscape of the global smartphone CMOS image sensor market in 2021

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Strategy Analytics, compiled by Huajing Industrial Research Institute

In the field of security monitoring, Smartway's competitive advantages are highlighted. According to statistics, in the field of security monitoring, SmartSky achieved shipments of 146 million CMOS image sensors in 2020, ranking first in the world with a market share of 34.76%; based on sales statistics, SmartSing achieved a market share of 22.18%. The share ranks third, with a small gap from second-placed Sony (24.84%).

The competitive landscape of the CIS market in the global security monitoring field in 2020

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost and Sullivan, compiled by Huajing Industrial Research Institute

Vehicle-mounted CMOS chips are monopolized by US, Japanese and Korean companies, and domestic companies are catching up. According to Frost&Sullivan data, the pre-installed car-grade chip market is currently mainly occupied by foreign manufacturers. In 2020, the shipment market shares of ON Semiconductor, Sony, and OmniVision Technologies' smart vehicle-mounted CMOS image sensors were 54%, 29%, and 8% respectively. . Front-mounted vehicle electronics all use car-grade chips, which require high chip reliability and require a long certification process. Therefore, the competition barrier mainly lies in the entry of car-grade camera users.

Market competition landscape of the global smart vehicle CIS industry in 2020

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost and Sullivan, compiled by Huajing Industrial Research Institute

5. Future development trends of CMOS image sensors

1. Main directions of product iteration paths

The first of CMOS image sensors One of the major development directions is that the number of pixels continues to increase, the pixel size continues to shrink, and the resolution and clarity continue to improve. With the popularization of H.265 encoding technology, the gradual increase in 4K or higher resolution video applications, and the rise of smart video requirements such as face recognition and object recognition, it means that the future market will be able to support higher resolution CMOS image sensors. The output demand of will become more and more urgent with higher frame rate.

The second major direction is that on the premise of improving the resolution, it will become crucial to integrate and optimize the systematic capabilities of the overall imaging of CMOS image sensors in different scenarios. For example, in the field of security monitoring, sensor design manufacturers need to have the technical capabilities to integrate and optimize the performance of multiple sensors such as low-light night vision, full-color, HDR, low noise, and wide-frame imaging to meet the higher requirements of industry customers in the future.

2. The application of stacked CMOS technology will gradually spread.

The stacked structure is a further development of the back-illuminated structure. The image quality of the CMOS image sensor using the stacked structure will be greatly optimized. In the future, the global CMOS image sensor market size is also expected to achieve rapid and stable growth with the continuous upgrading of the above-mentioned CMOS image sensing technology.

3. The era of intelligence puts forward new requirements for image sensors.

With the development of technology, the security industry will also enter a more intelligent era. In the traditional surveillance era, images are mainly seen by human eyes, which require clarity and color restoration. Relevant technology has evolved, and in the era of intelligence, images will increasingly become the video image basis that provides machine vision with back-end recognition and automatic computing responses. Image sensors are very critical to the entire machine vision application. Intelligent recognition has much higher performance requirements for image sensors than traditional image sensors, so it places more demands on sensor technology.Performance improvement requirements are mainly reflected in high sensitivity under low noise, low power consumption, ultra-high HDR under complex lighting environments, clear vision under near-infrared enhancement, high frame rate , and the ability to quickly and accurately capture the subject being photographed, etc. aspect. The development of

technology not only requires solving technical problems about light, but also puts forward higher requirements for information screening and information transmission. The industry has launched the concept of smart sensor chip platform, which integrates intelligent algorithm programs on CMOS image sensors as a supplement to cloud computing and edge computing, which can improve the efficiency and performance of the entire visual intelligence system.

Huajing Intelligence Network is affiliated to Huajing Industrial Research Institute, focusing on industrial economic intelligence and research in Greater China. The current main products and services provided include traditional and emerging industry research, business plans, feasibility studies, market research, and special reports. , customized reports, etc. Covering culture and sports, logistics and tourism, health care, biomedicine , energy and chemical industry, equipment manufacturing, automotive electronics, agriculture, forestry, animal husbandry and fishery, etc., it also conducts in-depth research on smart cities, smart life, smart manufacturing, new energy, new materials, and new consumption. , new finance, artificial intelligence, " Internet + " and other emerging fields.

Shipments and sales in the security monitoring field were 420 million units and US$870 million respectively, accounting for 5.4% and 4.9% respectively. Shipments and sales in the automotive electronics field were 400 million units and US$2.02 billion respectively, accounting for 5.2% and 11.3% respectively. The total shipment volume of global shutter CIS in the field of machine vision has rapidly increased to 60 million units, with an average annual compound growth rate of 132.7% in the past three years, and the market shipment volume in 2020 will be 0.8%.

Distribution of downstream application fields of global CMOS image sensors in 2020

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost and Sullivan, compiled by Huajing Industrial Research Institute

2. Market segments - smartphones

In the field of smartphones, the global smartphone market has entered the era of stock. , the head effect is obvious. It is expected that the growth of mobile phones will continue to slow down in the future, and industry growth will mainly come from the adjustment of the inventory structure and the replacement demand brought about by innovative applications. Judging from smartphone shipments, global mobile phone shipments maintained a rapid growth trend from 2010 to 2017. After 2018, global mobile phone shipments decreased year by year and rebounded in 2021. According to statistics, global smartphone shipments in 2021 will be 1.355 billion units, and domestic shipments will be 343 million units.

Global and Chinese smartphone shipments from 2011 to 2021

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Compilation of public information

From the perspective of smartphone CIS shipments and sales, according to statistics, global shipments of CMOS image sensors in the smartphone field in 2020 and sales were 6.06 billion pieces and 12.41 billion US dollars respectively, accounting for 78.5% and 69.3% respectively. It is expected that by 2025, the shipment volume and sales of CMOS image sensors in the smartphone field are expected to reach 8.50 billion units and 20.40 billion US dollars respectively, maintaining a continuous growth trend. However, they are limited by the slowdown in sales growth in the mobile phone consumer market and the security With the rapid development of emerging application fields such as surveillance, smart vehicle cameras , and machine vision, the proportions dropped to 73.0% and 61.8% respectively.

Global smartphone CIS shipments and sales from 2020 to 2025

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost and Sullivan, compiled by Huajing Industrial Research Institute

3, market segment-security monitoring

Global security monitoringCMOS shipments and sales are growing rapidly. According to statistics, in 2020, the shipment volume and sales of CMOS image sensors in the security monitoring field were 420 million units and US$870 million respectively, accounting for 5.4% and 4.9% respectively. As the overall market size of the security monitoring industry continues to expand in the future, shipments and sales are expected to reach 800 million units and US$2.01 billion respectively in 2025, and the market share will rise to 6.9% and 6.1% respectively. It is expected that the annual compound Growth rates will reach 13.8% and 18.2%.

CIS shipments and sales in the global security monitoring field from 2016 to 2025

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost & Sullivan, compiled by Huajing Industrial Research Institute

In recent years, with the security industry and artificial intelligence , big data, Cloud computing and other technologies are deeply integrated, the application fields of the security industry have been further expanded, and the division of labor in the industrial chain has been further refined. Of the total output value of China's security industry in 2020 of 851 billion yuan, security engineering is 510 billion yuan, security products are 260 billion yuan, and the operation, maintenance and service market is 81 billion yuan. In the future, with the further implementation of security industry infrastructure, the CIS market size in the security monitoring field will continue to grow.

Market structure of China's security industry in 2020

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Zhongan.com, compiled by Huajing Industrial Research Institute

4. Market segments - automotive electronics

In the field of automotive electronics, CMOS image sensors have been installed on a large scale in smart vehicles in recent years. Recording, forward and reversing images, 360° surround view images, and anti-collision system. With the future trend of vehicle electrification and the development of autonomous driving technology, more new cars will be equipped with ADAS (advanced automatic driving assistance system) as standard. If fully autonomous driving is achieved, the average number of CMOS image sensors mounted on a bicycle will increase significantly. According to relevant analysis, the number of sensors for L1/L4 level autonomous driving is 6, while L3, L4, and L5 can reach 13/29/32 respectively.

Average number of CMOS image sensors per vehicle corresponding to different levels of autonomous driving

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Compilation of public information

Intelligent-driven automotive CIS market size accelerates growth. According to statistics, in 2020, the shipment volume and sales of CMOS image sensors in the automotive electronics field were 400 million units and 2.02 billion US dollars respectively, accounting for 5.2% and 11.3% respectively; the shipments and sales of CMOS image sensors in automotive electronics are expected It will reach 950 million pieces and US$5.33 billion in 2025, and the market share will rise to 8.2% and 16.1% respectively. The compound annual growth rate is expected to reach 18.89% and 21.42%. The global automotive CIS market is expected to accelerate expansion.

CIS shipments and sales in the global automotive electronics field from 2020 to 2025

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost and Sullivan, compiled by Huajing Industrial Research Institute

5, market segment - machine vision

The machine vision field is in the ascendant and has broad development. field, it is expected to drive the expansion of CMOS image demand. machine vision technology uses image sensors with multi-angle light sources to obtain images of detection objects, and extracts information from the images for analysis and processing through computers, ultimately realizing the four major functions of identification, measurement, positioning and detection in multiple scenarios, empowering The ability of machines to “see” and “know”.

According to statistics, the global emerging field CMOS image sensor market has expanded rapidly since achieving industry technological breakthroughs in 2018. The total shipments of global shutter CMOS image sensors increased from 11 million units in 2018 to 60 million units in 2020, with a CAGR as high as 132.7 %. At the same time, as downstream applications become more diversified, the number of cameras mounted on their devices also increases. Therefore, the market size of global shutter CMOS image sensors in emerging fields around the world is expected to continue to grow, with total shipments expected to increase to 392 million units in 2025. , with a CAGR of 35.7% in the next five years.

Global shutter CIS shipment volume and growth rate from 2018 to 2025

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Compilation of public information

4. Competitive landscape of CMOS image sensor industry

1, overall market

From the perspective of the overall market competition in the industry, the CMOS image sensor industry is currently Led by foreign manufacturers, Sony , Samsung Electronics , and OmniVision Technology occupy the top three in the industry. Sony ranks first in the market all year round with its complete product line in the field, and has technological advantages in the high-end CMOS image sensor market; Samsung Electronics also occupies a high market position, with high-end products in smartphones, tablets and other consumer electronics fields. Well-known; OmniVision Technology is a CMOS image sensor chip that is widely used in consumer and industrial fields. The technical advantages, financial advantages, customer resource advantages and brand advantages of the three companies all put them in a dominant position in market competition, which has greatly affected the development direction of the CMOS image sensor industry.

According to Frost & Sullivan data, in terms of sales, the top three global CMOS image sensor manufacturers in 2020 are Sony (39.1%), Samsung Electronics (23.8%) and OmniVision Technology (11.3%); press out In terms of shipment volume, the top three manufacturers in terms of market share are Gekko Micro (29.7%), Sony (23.4%) and Samsung Electronics (17.7%).

Market competition landscape of the global CMOS image sensor industry in 2020

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost and Sullivan, compiled by Huajing Industrial Research Institute

Specifically from the perspective of the company, the share of global CIS companies is relatively concentrated, and the localization rate is relatively low. Global leading companies such as Sony have achieved CIS sales of all series of products, and their product performance specifications are leading. Local companies, represented by OmniVision Technology and Gekewei, continue to upgrade product technical specifications, driving the localization rate to continue to increase. In the field of security monitoring, SmartSite's pixel range covers the entire range of low-end, mid-range and high-end products from 1 million pixels to 8 million pixels, and it is in a leading position in the world.

Comparison of global CMOS image sensor companies

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Compilation of public information

2, market segments

From the perspective of market segments such as smartphones, the industry concentration is relatively high. According to Strategy Analytics data, in the global smartphone image sensor market in 2021, Sony leads the way with a revenue share of 45%, Samsung Electronics accounts for 26%, and OmniVision accounts for 11%. The top three suppliers collectively account for nearly 83%. revenue share.

Competitive landscape of the global smartphone CMOS image sensor market in 2021

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Strategy Analytics, compiled by Huajing Industrial Research Institute

In the field of security monitoring, Smartway's competitive advantages are highlighted. According to statistics, in the field of security monitoring, SmartSky achieved shipments of 146 million CMOS image sensors in 2020, ranking first in the world with a market share of 34.76%; based on sales statistics, SmartSing achieved a market share of 22.18%. The share ranks third, with a small gap from second-placed Sony (24.84%).

The competitive landscape of the CIS market in the global security monitoring field in 2020

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost and Sullivan, compiled by Huajing Industrial Research Institute

Vehicle-mounted CMOS chips are monopolized by US, Japanese and Korean companies, and domestic companies are catching up. According to Frost&Sullivan data, the pre-installed car-grade chip market is currently mainly occupied by foreign manufacturers. In 2020, the shipment market shares of ON Semiconductor, Sony, and OmniVision Technologies' smart vehicle-mounted CMOS image sensors were 54%, 29%, and 8% respectively. . Front-mounted vehicle electronics all use car-grade chips, which require high chip reliability and require a long certification process. Therefore, the competition barrier mainly lies in the entry of car-grade camera users.

Market competition landscape of the global smart vehicle CIS industry in 2020

1. Overview of CMOS image sensors The image sensor is a common sensor that converts optical signals such as color and brightness of scene objects into electrical signals through the photosensitive unit array and auxiliary control circuits. It is the core module of camera products - DayDayNews

Source: Frost and Sullivan, compiled by Huajing Industrial Research Institute

5. Future development trends of CMOS image sensors

1. Main directions of product iteration paths

The first of CMOS image sensors One of the major development directions is that the number of pixels continues to increase, the pixel size continues to shrink, and the resolution and clarity continue to improve. With the popularization of H.265 encoding technology, the gradual increase in 4K or higher resolution video applications, and the rise of smart video requirements such as face recognition and object recognition, it means that the future market will be able to support higher resolution CMOS image sensors. The output demand of will become more and more urgent with higher frame rate.

The second major direction is that on the premise of improving the resolution, it will become crucial to integrate and optimize the systematic capabilities of the overall imaging of CMOS image sensors in different scenarios. For example, in the field of security monitoring, sensor design manufacturers need to have the technical capabilities to integrate and optimize the performance of multiple sensors such as low-light night vision, full-color, HDR, low noise, and wide-frame imaging to meet the higher requirements of industry customers in the future.

2. The application of stacked CMOS technology will gradually spread.

The stacked structure is a further development of the back-illuminated structure. The image quality of the CMOS image sensor using the stacked structure will be greatly optimized. In the future, the global CMOS image sensor market size is also expected to achieve rapid and stable growth with the continuous upgrading of the above-mentioned CMOS image sensing technology.

3. The era of intelligence puts forward new requirements for image sensors.

With the development of technology, the security industry will also enter a more intelligent era. In the traditional surveillance era, images are mainly seen by human eyes, which require clarity and color restoration. Relevant technology has evolved, and in the era of intelligence, images will increasingly become the video image basis that provides machine vision with back-end recognition and automatic computing responses. Image sensors are very critical to the entire machine vision application. Intelligent recognition has much higher performance requirements for image sensors than traditional image sensors, so it places more demands on sensor technology.Performance improvement requirements are mainly reflected in high sensitivity under low noise, low power consumption, ultra-high HDR under complex lighting environments, clear vision under near-infrared enhancement, high frame rate , and the ability to quickly and accurately capture the subject being photographed, etc. aspect. The development of

technology not only requires solving technical problems about light, but also puts forward higher requirements for information screening and information transmission. The industry has launched the concept of smart sensor chip platform, which integrates intelligent algorithm programs on CMOS image sensors as a supplement to cloud computing and edge computing, which can improve the efficiency and performance of the entire visual intelligence system.

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