CMOS Image Sensor industry research report, what are the points to see in it?

-CMOS Image Sensor Industry Market Status and Trends in 2021 Automotive Sales Share Increase Group

Most of the camera devices use CMOS image sensors

Image sensor is the most important part of the camera, responsible for the conversion of optical signals into electrical signals, divided into two categories of CCD and CMOS, CCD image sensors appeared in 1970, CMOS image sensors appeared in the late 90's. CMOS because of the low power consumption, small size, light weight, high degree of integration, low price, get the major manufacturers of the favorite, at present, in addition to the professional camera, the camera is used in the automotive field sales increase. Favor, at present, in addition to professional video cameras, most of the devices with cameras use CMOS image sensors.

CMOS image sensor sales accounted for an increasing proportion

According to IC Insights data, CMOS sensor sales accounted for the proportion of the overall image sensor sales, from 54% in 2007, rose to 89% in 2017.

CMOS image sensor for the camera cost accounted for the highest part

Image sensors are in the upper reaches of the camera industry chain, and other camera parts include optical lenses, voice coil motors, filters, prisms, and other zeros; industry chain middle reaches for the camera module packaging; downstream for the video surveillance camera, cell phone cameras, car Camera and other application terminals.

In the camera industry chain node, the image sensor cost is high, high gross margin, and domestic substitution space is very large. From the cost of the camera, the image sensor is the highest part of the cost, accounting for more than half of the total cost, the lens is the second highest part of the cost, accounting for about

20%. In addition, the module package, motor, infrared filter accounted for 19%, 6%, 3%, respectively.

Automotive field accounted for the proportion of CMOS image sensor sales increased

According to IC

Insights data, the share of the main application areas of CMOS image sensors changed somewhat in 2018-2020.In 2018, the main CMOS image sensor application areas are cell phones, automotive, security, and industrial fields.In 2020, the main application areas of image sensors did not change, however, medical/scientific research among the main application areas, due to the microscope-type camera can take pictures of the samples observed in the microscope, which has an important role in the field of medical care, scientific research, industry, agriculture, etc.; the cell phone application area of the sales accounted for a significant decline; automotive field The proportion of sales has increased significantly.

In recent years, the global automobile production and sales decline is a downward trend. In addition to rising product prices, CMOS image sensor sales in the automotive field have benefited from an increase in the average number of CMOS image sensors in a single vehicle. The Medium- and Long-Term Development Plan for the Automotive Industry proposes that highly and fully autonomous vehicles enter the market by 2025.

If fully autonomous driving functions are to be realized, the average number of CMOS image sensors carried by a single vehicle will increase. Deloitte's analysis shows that the number of sensors for L4 level autonomous driving can be up to 29, and will reach 32 at L5 level.

It is expected that the automotive field will become the fastest-growing segment of CMOS image sensors; in the medical field, compared to CCD image sensors, CMOS image sensors can play its image capture more flexible, higher degree of interface intelligence, higher sensitivity and other advantages; in addition to this, CMOS image sensors in the field of AR/VR, face recognition, 3D scanning and other areas also have a larger The application of space.

The above data is from China Camera Industry Market Demand and Investment Planning Analysis Report by Prospect Industry Research Institute.