Huawei ban hits Sony market share in image sensors
Sony continued to lose share in CMOS image sensors in 2021 but retained leadership position with 39 percent according to Yole Intelligence.
Sony was hit by sanctions against major China based smartphone company Huawei while the Chinese vendors OmniVision, GalaxyCore, and SmartSens outperformed competition. Although Huawei could continue to buy image sensors its lack of access to leading-edge application processors made for it by foundry TSMC collapsed its smartphone business.
CMOS image sensor market leaders by market share in 2021. Source: Yole Group.
The 2021 market for CMOS image sensors was worth US$21.3 billion up 2.8 percent from the previous year. 2021 was low growth year as a reaction to the bubble caused by the stockpiling of CMOS image sensors as a consequence of US sanctions. This was the slowest YoY growth in a decade, following the 24.8 percent in 2019 and 7.3 percent in 2020.
Yole asserts that the market has now stabilized after the bubble and expects the CMOS image sensor market to continue to grow at least at the rate of the general semiconductor industry. The market analyst is predicting the marker will grow at a compound annual growth rate of 6.7 percent over the period 2021 to 2027 and reach US$31.4 billion in 2027.
CMOS image sensor growth 2021 to 2027 by application sector. Source: Yole Group.
Market leader Sony’s market share has declined for a couple of years from 42 percent in 2019. Yole reports that in June 2022 Sony announced its ambition to reclaim market share aiming at 60 percent by 2025 (see Sony to invest $500 million in TSMC wafer fab deal).
At the same time the Chinese vendors OmniVision, GalaxyCore, and SmartSens are growing particularly in the mobile market. GalaxyCore is strengthening its fifth position, approaching US$1 billion in annual revenue.
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