On July 9, 2020 at 5 pm Central Europe Time (8 am PT, 11 am ET), Pierre Cambou, Imaging Principal Analyst at Yole Développement, will present the free half-hour live market briefing “The CMOS Image Sensor Market Stands Firm During the Pandemic.” Here’s the description, from the event page:
At the end of 2019, the CMOS image sensor (CIS) market experienced price rises of nearly 10% because of production reaching maximum worldwide capacity levels.
Even though the COVID-19 lockdown led to a drop in smartphone shipments, the demand for mobile camera modules will maintain a 7% year-over-year (YoY) growth in 2020. In the COVID-19 situation, no evident substantial impact on the CIS supply chain has been identified, including on the purchase of raw materials by giant players. The overall impact will be slower growth this year, with respect to the 25% YoY growth experienced last year.
Demand for CIS in the mobile space will keep growing. The overall attachment rate for CIS cameras per phone will move beyond 3.4 in 2020. Also, the growth rate for CIS attachment is still expected to be over 10% in the automotive space. The short-term impact of COVID-19 has led to a substantial decrease of car production. The end point for 2020 is very uncertain, and the long-term horizon is at best flat in volume. Looking at all markets the demand is still growing for CIS. The expansion of investment in CIS and capacity transition from DRAM to CIS will continue for most of the key players.
This briefing will give a snapshot of the current status of the CIS industry as of Q2 2020. It will cover near and long-term revenue, market share and the market demand environment, in order to proactively benefit from the next wave of innovations.
For more information and to register for this free live market briefing, please see the event page.