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Insights Tag:image sensor

Smartphone Camera Resolutions Continued to Improve in 2022 Despite Macroeconomic Hurdles

  • Despite a sharp YoY decline in smartphone shipments, smartphone camera resolutions continued to improve in 2022.
  • The share of 10MP-12MP increased in 2022 driven by Apple iPhones.
  • The share of 50MP grew significantly as low- to mid-end phones migrated to sub-0.7μm 50MP and mid-to high-end phones migrated to large pixel 50MP.
  • The share of 100MP and above resolutions has been growing steadily.

Althoughsmartphone shipmentsdropped sharply in 2022, OEMs continued upgrading smartphonecameraresolutions during the year, according toCounterpoint Smartphone Camera Tracker. This is because imaging remains a key area of focus for smartphone OEMs.

Smartphone Camera Resolution Trend

sp相机分辨率trend 1

With the advancement in chipset processing capabilities and software algorithms, smartphone OEMs have been increasingly using existing cameras to achieve depth effects. Macro functions can now also be accomplished through telephoto and ultrawide cameras. Therefore, OEMs have reduced the adoption of depth and macro cameras to instead focus on improving core camera functions. Consequently, the share of 8MP and below resolutions has continued to shrink.

Despite the difficult global economic conditions in 2022,Apple’s iPhone shipments remained robust compared to those of Android phones. This helped increase the market share of 10MP-12MP resolutions during the year. However, the share of 10MP-12MP is set to decline in 2023 as the iPhone 14 Pro models jump to 48MP.

13MP-32MP resolutions declined sharply in recent years as higher resolutions penetrate the mid- to low-end market through price cuts.

The share of 40MP-48MP resolutions declined in 2022 as more mid- to low-end models continued upgrading to sub-0.7μm 50MP. However, this trend is expected to reverse in 2023 driven by the Apple iPhone migration.

50MPhas been a massive hit since its launch in 2020. Smartphone OEMs prefer to use large pixel (1.0μm and above) 50MP for their mid- to high-end smartphones as it can enable high-quality and high-resolution images. Meanwhile, the cost effective sub-0.7μm 50MP resolutions are more popular among the low- to mid-end models. For 2022, the sales volume of 50MP is expected to exceed 260 million units.

In the 60MP and above category, the share of 64MP declined as mid- to high-end smartphones migrated to large pixel 50MP. The share of 100MP and above resolutions has been growing steadily since launch. However, due to the high price, this resolution is still limited to the mid- and high-end segments.

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the technology, media and telecom (TMT) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Analyst Contacts:

Alicia Gong

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Ethan Qi

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50MP Image Sensors to Retain Growth Momentum in 2022

Beijing, Boston,San Diego, Buenos Aires, London, New Delhi, Hong Kong, Seoul – April 6, 2022

Huawei’s P40 series was the first to use 50MPimage sensorsin premium smartphone design in March 2020. Other OEMs, includingvivoandOPPO, quickly caught up and launched premium phones featuring 50MP sensors. By the second half of 2021, when Samsung’s 0.64µm 50MP S5KJN1 entered mass production, 50MP sensors had become a hot item. The sales share of smartphones featuring a 50MP rear primary camera jumped to 5.6% in Q4 2021 from 1.7% in Q2 2021.

Smartphone 50MP Rear Primary Camera Penetration by Sales1

Now, large-pixel 50MP (1.0µm and above) sensors have started to penetrate the mid-to-high-end market due to price cuts. In February 2020,Sonyreleased its custom 50MP IMX700 for Huawei, after which Samsung and OmniVision also launched their 50MP sensors. This led the price of large-pixel 50MP sensors to record a high double-digit drop compared to Q2 2020. As a result, more and more mid-range models, such as therealmeGT Master Explorer Edition, started adopting big-pixel 50MP sensors, pushing up the share of 50MP in the $400-$599 segment to 11.7% in Q4 2021 from 4.2% in Q2 2021.

Smartphone 50MP Rear Primary Camera Penetration by Price Band, Q4 2021

Counterpoint Research Smartphone 50MP Rear Primary Camera Penetration by Price Band, Q4 2021

Samsungunveiled its small-pixel 50MP S5KJN1 (0.64µm) in June 2021, further bringing the price down to under $5. This convinced OEMs such as vivo, OPPO and Xiaomi to actively deploy the S5KJN1 in their low-to-mid-end models. As a result, the proportion of smartphones with a 50MP rear main camera in the $200-$399 and < $200 segments surged to 3.6% and 6.1% respectively in Q4 2021.

Additionally, there is an emerging trend of OEMs strengthening theultrawide cameraperformance by increasing the resolution to 50MP to deliver superior landscape shooting.

Looking into 2022,SK hynixand SmartSens are expected to start mass production of their 50MP image sensors during the year, which will intensify competition and bring prices down. Therefore, we expect stronger demand for 50MP image sensors, with sub-0.7µm offerings accounting for more than three-quarters of total sales.

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Analyst Contacts:

Alicia Gong

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Ethan Qi

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Follow Counterpoint Research
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  1. Cameras In Focus as Smartphone Image Sensors Hit Milestone
  2. Global Mobile Camera Trends 2022: Innovation Talk
  3. Global Smartphone CIS Market Revenues, Shipments Dip in 2022
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  5. Samsung A Series Gets an Unglamourous but Important Update
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  7. Smartphone Primary Camera Resolution Continues to Improve Amid Growing Pressure on BoM Cost

Smartphone Primary Camera Resolution Continues to Improve Amid Supply Shortages

Beijing, Boston, Toronto, London, New Delhi, Hong Kong, Taipei, Seoul – Nov 11, 2021

  • Smartphones featuring rear main cameras powered by 48MP and above megapixels accounted for 43% of total sales in Q2 2021, rising significantly from 38.7% in Q1 2021.
  • In front main cameras, the share of 20MP and above resolutions almost stayed flat QoQ in Q2 2021 due to the decline in sales of high-end models.

Despite supply shortages, smartphone rear cameras are increasingly adopting high-resolutionimage sensors, which continue to penetrate lower-end smartphone segments. According to the latest research from Counterpoint Smartphone Camera Tracker, smartphones featuring rear main cameras powered by 48MP and above megapixels accounted for 43% of total sales in Q2 2021, rising significantly from 38.7% in Q1 2021. The share of 64MP alone increased 3.5% QoQ to 14% in Q2 2021.

Commenting on thishigh-resolutionadvance,Senior Analyst Ethan Qi说:“48个议员,64年国会议员已经成为主流的佛r models priced between $200 and $400, while flagship smartphones resort to large-area sensors to deliver a DSLR-like professional performance, of which 50MP is the most adopted. Although the share of 108MP fell to 3.1% in Q2 2021, the more affordable 0.7µm-based 108MP sensors continue to spread to mid-range models from OEMs such asRedmiandrealme.”

On the other hand, low-resolution sensors continue to suffer from the demand-supply imbalance, with the price increasing sharply. For instance, 5MP sensors have experienced more than a 10% increase in cost since the beginning of this year.

Nevertheless, entry-level smartphones (wholesale price below $100) continue to upgrade their rear primary cameras from 8MP and below resolutions to 12MP or 13MP. Therefore, the collective share of the 8MP and below cameras shrunk to 5.9% in Q2 2021. With the launches ofSamsung’s Z series in August and Apple’siPhone 13series in September, 12MP is expected to see significant growth in the second half of the year.

Composition Ratio of Smartphone Rear Main Cameras by Resolution (%)

rear2

Source:Counterpoint Smartphone Camera Tracker, Q2 2021

In front maincameras, the collective share of 20MP and above resolutions almost stayed flat QoQ in Q2 2021 due to the decline in sales of high-end models. However, we expect the resolution of the front-facing camera to continue to improve with more high-end smartphones adopting 32MP and even 48MP image sensors.

Meanwhile, the share of 8MP and below resolutions further increased to 45.2%, with 5MP and 8MP together accounting for 41.7% on strong demand for low-endsmartphonesin Q2.

Composition Ratio of Smartphone Front Main Cameras by Resolution (%)

front2

Source:Counterpoint Smartphone Camera Tracker, Q2 2021

2021年9月,三星进一步推动smartphone CIS industry into the 200MP era with the new ISOCELL HP1 sensor, which is expected to enter flagship models in the coming quarters. In October,Sonylaunched the Xperia Pro-I with a 12MP 1-inch rear main camera, aiming to bring consumers a DSLR camera-like photography experience. Although mid- to high-end smartphones (wholesale price above $200) will continue to adopt high-resolution and large-area imaging sensors, the upgrade may slow down due to the ongoingcomponent shortagesand rising bill of materials (BoM) costs. We will keep a close eye on it.

The comprehensive and in-depth ‘Smartphone Camera Tracker, Q2 2021’ is now available for purchase. Feel free to reach out to us at press(at)www.arena-ruc.com for further questions regarding our latest research and insights.

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry

Analyst Contacts:

Alicia Gong

图片4

Ethan Qi

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Follow Counterpoint Research
press(at)www.arena-ruc.com

Smartphone CIS Market to Hit US$12 Billion by 2020

CIS (CMOS Image Sensor) has become one of the most vibrant fields in the semiconductors business, with an annual revenue growth rate of up to 10%. According to the findings of Counterpoint’s smartphone camera tracking service, the total revenue that CIS vendors generate from selling to smartphones is likely to grow above US$12 billion.

The growth is in parallel with the aggressive camera specification upgrades in smartphones, which has been the single largest end-market and accounted for nearly 70% of the overall CIS revenue in 2018. Our findings show that in 2018, each smartphone shipped featured 2.4 image sensors on average. By 2020, this number is expected to be over three.

Exhibit 1: Continuous Growth of Smartphone CIS

CIS Market Revenue from Smartphone 1 Even though the global smartphone market is still stagnant and expected to decline again in 2019, the trend of pursuing better image quality helped grow demand towards amulti-camerasetup, super-high-resolution, and larger optical formats. This has resulted in continuous growth in the market value of CIS. During the first half of 2019, over US$5 billion worth of CIS were applied in smartphones.

Top CIS suppliers benefit from the growing market in different degree

Sony, the largest image sensor supplier, had renamed its former semiconductors segment to ‘Imaging & Sensing Solutions’. This segment accounted for over 20% of Sony’s total operating income during the quarter ending June 2019. This is interpreted as a move towards highlighting Sony’s CIS business. Due to the long-standing leadership in imaging technology and products, Sony’s CISs are widely applied in mid-range to high-end smartphone carrying a meaningful premium.

During Q2 2019, Sony raked in nearly 195 billion yen or over US$1.8 billion from image sensor sales. To consolidate its market leadership and address the increasing demand for high-quality image sensors, Sony is planning to invest approximately 700 billion yen (roughly US$6.5 billion) during the period of 2018~2020. It is also establishing new design centers across Europe.

SamsungLSI is catching up, with the announcement of KRW 133 trillion (roughly US$10.8 billion) investment plan for non-memory semiconductors in April. The company expects its CIS business, which stood around US$2.46 billion in terms of revenue, to copy its success in the memory market. Besides the increased adoption by Samsung smartphones, Samsung’s image sensor business is also benefiting from the growing business from major Chinese partners, such as Xiaomi, Vivo and OPPO.

To further step up themegapixelsof the rear camera, Samsung had introduced two new 0.8μm pixel image sensors – 64MP ISOCELL Bright GW1 and 108MP ISOCELL Bright HMX (first adopted by Xiaomi’s concept model MIX Alpha) with industry’s highest resolution. Moreover, Samsung is ready to advance the pixel technology from the current 0.8μm to 0.7μm by mass-producing the first 0.7μm-size product – 43.7MP ISOCELL Slim GH1 at the end of 2019. All of these make Samsung a real challenger to Sony.

Exhibit 2: 2019 H1 Smartphone CIS Revenue Breakdown

2019 H1 Smartphone CIS Revenue Breakdown

During H1 2019, Sony and Samsung together occupied approximately 85% of sales revenue, indicating that the current CIS market for smartphones is highly consolidated. However, smaller players like OmniVision and SK Hynix are still capable of making revenue by providing differentiated products, which are primarily used in front cameras or multi-camera setups as the supplementary sensors. To increase presence in the fast-growing smartphone CIS market, OmniVison had introduced its first 48MP CIS featuring a 0.8µm pixel – OV48B, while SK Hynix plans to transform part of its DRAM facilities to expand the production of CIS.

Triple Camera Penetration Among Smartphones To Cross 50% by 2021

The smartphone industry is highly dynamic. In 2018, more than half of the smartphones sold globally had two or more cameras. Counterpoint identified themegapixel warback in 2016 whenOEMswere shifting from a single camera to dual cameras.

In 2019, OEMs are taking the battle a step ahead with a triple camera setup now becoming popular. Almost 6% of smartphones sold globally had three or more rear camera sensors in March 2019. This figure is likely to go up to 15% by the end of 2019 and 35% by the end of 2020. We expect that by the end of 2021, 50% of the smartphones sold globally will have three or more camera sensors.

More than 40 smartphones launched as of April 2019 had three or more cameras. Among these, 30 launches were in Q1 2019. The Huawei Mate &P series, the Samsung Galaxy A series, the new Galaxy flagships, and the Vivo V15/Pro are some of the existing models driving the triple (and more) camera sensor penetration. We expect other OEMs, including Apple and OnePlus, to join the bandwagon later this year.

Triple Camera Penetration1

Source: Monthly Market Pulse: March 2019

Similar to dual camera adoption trend, the triple camera fixture initially featured in the higher priced smartphones. However, towards the end of 2018 and early 2019, even smartphones in the affordable premium and mid-tier price bands featured three or more cameras. The triple camera setup enables new camera intensive features such as 50X zoom, AI-based photo optimization, and depth effect. Features such as bokeh, telephoto zoom, portrait mode, wide-angle photos, have now become standard. Overall, the focus on camera as a differentiating factor is likely to enhance the cooperation among camera lens, module, and AP manufacturers to achieve higher optimizations.

Key Highlights

  • We can expect smartphone OEMs to launch models with 64MP and more in H2 2019. In 2020, we expect smartphones with camera resolutions of 100MP and more.
  • 主要采用华为和三星。Samsung is a big adopter of the three or more camera setup, especially in its models in the affordable-premium price bands. Apple launches later this year are also expected to give a boost to the category.
  • Triple camera penetration in mid-premium (US$600-US$799) and premium (>US$800) price band is also expected to grow rapidly with the launch of the Samsung Galaxy S10 series and the Huawei P30 series.
  • Google does not even have no dual cameras on its flagship Pixel phones and was relying on the stellar image quality through software. However, with the premium segment increasingly adopting dual camera sensors, Google will be under pressure to integrate this into their upcoming flagships.

Supply Side Insights:

  • 5MP camera image sensors (CIS) remain in tight supply as they’re essential for triple camera phones. This is likely to continue in case of 5MP and 8MP camera sensors.
  • SK Hynix is a key supplier likely to benefit from the adoption of three or more cameras. However, supply may remain a significant issue, creating room for other suppliers such as Samsung.
  • Sony is another key high-quality supplier for camera image sensors specializing in the 13MP camera setup, which is already going through capacity expansion in Japan. This is likely to suffice for the surging demand.

The latest Monthly Market Pulse report for mobile phones is publishedhere.

ADAS to Double Automotive Image Sensor Shipments by 2023

US and Europe account for two-thirds of global demand, but China growing faster

Stringent safety regulations driving exponential growth globally.

Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego

February 8th, 2019

Based on the latest research by Counterpoint’sSmart Automotiveservice, the demand for embedded image sensors for passenger cars globally is projected to double by 2023. The shipments of these image sensors will grow at a 19% CAGR, crossing 230 million units by 2023.

Commenting on these analyses, Aman Madhok, Senior Analyst for Smart Automotive stated, “Currently, most cars equipped with (rear) camera use it for basic parking visibility. However, this will begin to change as the industry moves towards theconnected carera, with multiple sensors enabling increasing levels of safety and autonomy. Of all the sensors, the camera image sensor is one of the most important to enable greater Advanced Driver Assistance Systems (ADAS) capabilities in the future.

With rear cameras for basic parking assistance in cars becoming almost a standard feature on newer models, we are now seeing the advent of a higher proportion of cars fitted with front-facing and side cameras to enable enhancedADAS特性。例如,围绕视图摄像机,制作h are currently an option on higher-end models, will see significant adoption over the next five to six years. The key factors driving this trend are, firstly, government encouraging OEMs to integrate advanced safety features, and, secondly, growing awareness and preference for advanced safety features among customers.

Additionally, with declining ADAS costs, OEMs will look to incorporate features like Autonomous Emergency Braking as standard on mainstream models. And convenience applications like park-assist, are also expected to see fast growth during this period.”

Exhibit 1: Global Automotive Image Sensor Market by Camera Application in Cars (%)

Chart

Vinay Piparsania, Research Director for Smart Automotive, further added, “US and Europe together accounted for more than two-thirds of global automotive embedded image sensor shipments in 2018, driven primarily by stringent safety regulations. For example, all cars manufactured after May 2018, are mandated by the National Highway Traffic Safety Administration of the US, to be fitted with rear-view cameras.

With higher adoption of front ADAS camera solutions, by 2023, all new cars sold in the US are likely to have more than three cameras per car.”

Mr. Piparsania added further, “Chinawill emerge to be a leading market for image sensors in the years ahead with its above-average safety regulations relative to other developing economies. In sync with Euro-NCAP standards, C-NCAP will continue to drive higher image sensor fitments per car in China.”

The comprehensive and in-depth Global Automotive Image Sensor Tracker and report are available for purchase on our华体会游戏网址.请随时与我们联系,按()有限公司unterpointresearch.com for further questions regarding our in-depth latest research, insights or press enquiries.

Analyst Contacts:

Aman Madhok
+91 9560384548
aman@www.arena-ruc.com
twitter @madhokaman

Vinay Piparsania
+91 9971005882
vinay@www.arena-ruc.com
twitter @VPiparsania

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