With further recovery in consumer electronics and strategic adjustments by chip manufacturers, coupled with the continuous emergence of new visual requirements in the application market and the ongoing upgrade of imaging products, as core imaging componentsCMOSImage Sensor(CISThe supply and demand situation has improved. Currently, as a wholeCISWhat is the market demand and price like? What is the expected trend next? Why has this situation arisen? DomesticCISWhat is the current development status and competitiveness? Looking at downstream application markets,CISWhat growth opportunities does the industry face? Why?
Frost & SullivanFrost & Sullivan,Cui Nan, Executive Director of Frost & Sullivan Greater China, was interviewed by CCB News to discussCISIndustrial development.
Cailian Finance & Economics News Agency
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Q: Recently, there have been market rumors about high-endCMOS (CIS) In short supply. May I ask what the current situation is across the boardCISWhat is the market demand and price like? What is the expected trend next? Why has this situation arisen?
Previously, affected by the sluggish shipments in the consumer electronics market, the global overallCISThe market is2022There was a certain degree of decline in the year.2023Global overall from the beginning of the yearCISThe market is gradually regaining growth, with overall market supply and demand and prices being relatively stable. However, there are significant differences in supply and demand across segmented application markets.CISThe main segmented application markets include smartphones,3CElectronics, security monitoring, automotive, industrial and medical, among which smartphones areCISThe most significant application areas, globally exceeding70%ofCISUsed in the smartphone field, and smartphones are also at the high-endCISMain application areas, high-endCISThe supply and demand situation is also mainly affected by changes in the smartphone market.
In recent years, the global smartphone market has seen weak growth and fierce competition among existing products. Manufacturers urgently need to launch products with differentiated features. The photography capabilities of smartphones have become a major breakthrough point for many manufacturers to create differentiated products, leading to a demand for high-end smartphones.CISThe demand is constantly increasing. But on the other hand, high-endCISThe current production capacity of suppliers is relatively limited, and leading manufacturers Sony supply major customers, resulting in a high-end segment in the Android smartphone marketCISIn short supply.
Q: domesticCISWhat is the current development status and competitiveness? Looking at the downstream application market:CISWhat growth opportunities does the industry face? Why?
Currently domesticCISThe manufacturer has established a leading position in the overall market and multiple niche markets. The gap in overall product strength and technology research and development capabilities with international leading manufacturers is continuously narrowing, and in some areas, it has even surpassed them. GloballyTop 10 CISAmong the manufacturers, Chinese manufacturers occupy three seats. And in multipleCISIn each segment market, Chinese manufacturers are also presentTop 5Vendor list.
From the perspective of downstream application markets, high-end smartphones, smart cars, and healthcare will be the fastest-growing segments in the future. Taking smart cars as an example, global shipments of smart cars continue to grow rapidly. Both smart cockpits and autonomous driving involve a high demand for cameras, and the higher the level of intelligence, the more cameras are equipped per vehicle, thereby driving the automotive industry.CISRapid growth of the market.
*This interview has been published in Cainiao News Agency, reporter is Lu Tingting, original title is: domesticCISManufacturers revealed a recovery in downstream demand and tight capacity for high-end products Is there a brewing wave of price hikes? ">
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