status of the camera module industry 2021
TRANSCRIPT
© 2021
From Technologies to Markets
Status of the Camera Module Industry 2021
Market and Technology
Report 2021
Sample
22Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
TABLE OF CONTENTS
Part 1/2
• Glossary and definition 02
• Table of contents 03
• Report objectives 05
• Report scope 06
• Report methodology 07
• About the authors 08
• Companies cited in this report 09
• What we got right, what we got wrong 10
• Who should be interested by this report 12
• 3 Page summary 15
• Executive summary 19
o Why this report
• Context 38
o Historical perspective
o What’s new? Products launch, collaboration, fundraising
o Camera module definition
o Scope of the report
o Mobile camera module market trend
o Cost breakdown by resolution
• CCM market forecasts 52
o 2016 - 2026 volume shipment forecast
o 2016 - 2026 ASP forecast, by application
o 2015 - 2025 revenue forecast
o CCM market - value breakdown
o CCM market forecast analysis
• Market shares and supply chain 65
o CCM industry - ecosystem
o Camera module - supply chain
o 2020 CCM - revenue market share
o CCM market share analysis
o 2020 sensors for CCM - revenue market share
o Sensors for CCM - market share analysis
o 2020 lenses for CCM - revenue market share
o Lenses for CCM - market share analysis
o 2020 autofocus & OIS for CCM - revenue market share
o Autofocus & OIS for CCM - market share analysis
o CCM ecosystem analysis
• Mobile market trends 87
o Mobile phone market trend
o Mobile camera market trend
o Mobile camera cost trend
o Mobile multiple-camera trend
o Mobile periscope camera trend
o Mobile 3D camera market trend
o Mobile optical fingerprint market trend
o Mobile camera market trend – analysis
33Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
TABLE OF CONTENTS
Part 2/2
• Technology trends 172
o Image sensor
o Optics
o IR-cut filter
o Connectors
o Packaging
o Autofocus & OIS
o Specific manufacturing equipment
• Reverse Costing® - Structure,Process and Cost analyses
200
o Smartphone Visible Camera Module
o iPad Pro LiDAR Module
o Goodix’s Ultra-thin Optical fingerprint
• Conclusion 205
• Company profiles 207
• Yole Corporate presentation 215
• Consumer forecast & market trends 123
o Consumer market forecast
o Action camera and drone market trend
o AR/VR market trend
o Smart watch and home devices market trend
o Computing and tablet market trend
o Consumer camera market trend – analysis
• Automotive market trends 144
o ADAS glossary
o Automotive market trend
o Automotive imaging market trend
o Automotive image sensor forecast
o Automotive 3D imaging – Lidar
o Automotive camera market trend – analysis
• Medical market trends 159
• Commercial market trends 167
44Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
SCOPE OF THE REPORT
Yours needs are
out of the report’
scope?
Contact us for a custom study:
Automotive
AD camera
ADAS
camera
Viewing
camera
Mobile
Front camera
Rear camera
3D sensing camera Tablet and computing camera
Consumer
Action/drone camera
AR/VR/MR camera
Smart-home camera
Personal robotic camera
Smart-watch camera
In scope
Industrial Medical
Bar code
reader
Home
security
“Chip to the tip”
endoscopes
55
Richard Liu
Richard Liu is a Technology and Market Analyst in the Photonics & Sensing division at Yole Développement, part of Yole Group of Companies. Based in Shenzhen
(China), Richard is dedicated on imaging activity (Monitors) as well as the development of technology & market reports. Prior to Yole, He was engaged in camera
module design on image sensor, AF/OIS at Onsemi, before this, he worked as a customer-application-technologist in Micron/Aptina Imaging. Richard has over 12
years post graduate experience in both of imaging semiconductor and camera module industry, he has the successful track record in developing projects for the
tier one smart phone and module makers, which brought him wide industry connection in the CMOS image sensor supply chain and ecosystem.
Richard graduated from Wuhan University (China) and holds an Electronics Engineering Degree.
Contact: [email protected]
Pierre Cambou
Pierre Cambou MSc, MBA, is a Principal analyst in the Photonics and Sensing Division at Yole Développement (Yole).
Pierre’s mission is dedicated to imaging related activities by providing market & technology analyses along with strategy consulting services to semiconductor
companies.
At Yole, Pierre is responsible for the CIS Quarterly Market Monitor while he has authored more than 15 Yole Market & Technology reports. Known as an expert
in the imaging industry, he is regularly interviewed and quoted by leading international media.
Previously, Pierre held several positions at Thomson TCS, which became Atmel Grenoble (France) in 2001 and e2v Semiconductors (France) in 2006. In 2012, he
founded Vence Innovation, later renamed Irlynx (France), to bring to market an infrared sensor technology for smart environments.
Pierre has an Engineering degree from Université de Technologie de Compiègne (France) and a Master of Science from Virginia Tech. (VA, USA). Pierre also
graduated with an MBA from Grenoble Ecole de Management (France).
Contact: [email protected]
Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
Biographies & contact
ABOUT THE AUTHORS
66
What we got right
o The CCM industry navigated the COVID-19 crisis without much impact
o Many camera trend is increasing mobile camera demand in 2020.
o ADAS and Viewing trend is increasing automotive camera demand in 2020.
o Market players continue to integrate vertically and increased competition throughout the market
o Introduction of new type of module e.g. iToF and dToF 3D sensing, and under OLED optical fingerprint (OFP).
What we got wrong
o Under-estimated the shipment of mobile &consumer and automotive cameras.
o Increasing demand on the smartphonemarket for low resolution cameras such as2Mp.
o The trade tensions between China and theUS has affected some mobile and CCMplayers, thus affecting the growth of saleshere and there
o CIS Pixel shrink race has reignited
o Over-estimated the shipment of under-display fingerprint.
WHAT WE GOT RIGHT, WHAT WE GOT WRONG
Technology and market forecast challenges
Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
7
WHAT WE GOT RIGHT, WHAT WE GOT WRONG
CCM forecast over the years
Growth momentum is maintained for CCM.
Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
Yole has maintained its forecast for camera modules (CCM) due to sustained demand for smartphones and other main applications such as automotive.
Growth potential is maintained at a high level for the 2021-2026 period, mostly driven by the proliferation and diversification of cameras per end system.
8
HOW IS A MOBILE CAMERA MODULE MADE?
Structure of a camera module
Once a relatively basic component, CCM has evolved into a complex microelectro-mechanical device.
Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
Image sensor (CIS)
Lens set
Lens mount
Actuator (AF/OIS)
Connector
Flex-rigid substrate
courtesy of Oppo
Metal shield
Actuator driver
Module assembly brings all these components together into a module
IR-cut filter
9
THE HISTORY OF TRIPLE DISRUPTION IN PHOTOGRAPHY
In the photography world, technologies & markets have changed dramatically
CMOS is now the undisputed image sensor technology.
Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
Technology x market penetration
1865 1945 1985 2005 2010 2020
First color
pictures
from
emulsion
plates
(1860s) Tube never
bested film
CCD
technology
conquered
film in the
2000s
Digital
photographyFilm
photography
Mobile
photography
5 years5 years20 years40 years80 years
CMOS
technology
overtook
CCD in
2010
Yole Développement © 2015
20255 years
Beyond
imaging
20305 years
Quantum
Neuromorphic
Light Field
Hyperspectral
???
Acceleration: the speed of technology change doubles with every technological shift
1010Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
2020-2026 CAMERA MODULE MARKET FORECAST (IN $B)
$259M(5%)
$259M(5%)
$259M(5%)
CAGR2020-2026:
+9.8%
2020$34B
2026e$59B
2021e$36B
YoY: +7.5%$2.8B
$17.7B
$8.5B$5.1B
$2.9B
$18.7B
$9.2B $5.4B
$19.1BCAGR20-26 +14.8%
$25.8B
CAGR20-26 +6.7%
$6.3B
$8.1B
Actuator
Lens set
Camera module assembly
CMOS image sensor
CAGR20-26
+7.9%
CAGR20-26
+14.4%
1111
CCM volume shipments have increased in synchronization with the smartphone many camera approach, which represents 83% of volume.
Medium-term volume growth rate should see renewed traction: ~7.1% CAGR2020–2026 due to improved smartphone outlook.
Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
CAMERA MODULE -VOLUME SHIPMENT FORECAST 2016 - 2026
by market (in Munits)
1212
2019 VS. 2020 CAMERA MODULE MARKET SHARE BY PLAYERS* (IN %)
2019-2020CCM revenue breakdown by player.
Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
*Non exhaustive list of companies
1313
The resolution goes up high and the module costs high too. The main rear camera, which are integrated with high resolution CIS, OIS and AF, even with periscope type lens…the whole module price is over $20.
As a rule of thumb, the price of a module is around $0.52 per Mp for the mid-range, and $0.41 per Mp for the high-end range.
Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
HOW MUCH DOES A CAMERA MODULE COST?
Average prices, by resolution (in $)
1414Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
MOBILE CAMERA MARKET TREND
Number of rear camera modules is increasing in mobile phones
* Number of rear camera in flagship is increasing slowly in 2021
Number of rear cameras
5.0
20182016 2017 2019 2020
1.0
2.0
3.0
4.0
Market average
Flagship phones
S7+
5
P9 Plus
7Plus
R9s Plus S8+
R11s Plus
XP10 Plus
6
XS Max
8
S9+
R17 Pro
P20 Pro
9 Pro
111 ProS10+
Reno3 Pro
P30 Pro
P40 Pro
10 Pro
S20 Ultra
Find X2
2021
12 Pro
P50 Pro
Find X3
S21 Ultra
11 Pro
2022
15
MOBILE CAMERA MODULE – MARKET TRENDS
Towards the under-screen camera
Android phones have been the most aggressive push to develop a full screen and now the phones are released.
Camera
types
2016 2017 2019 2020 2021
The full-screen design allows
phone and display manufacturers
to continue developing under-
screen cameras. Very few
phones with under-screen
cameras have been released
since 2020.
Pop-up
Hole punch
Notch
Slider
Waterdrop
Full display
2018
Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
1616Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
MOBILE CAERMA MARKET TREND
Competition driver:
⚫ High performance CIS
⚫ Many cameras design
⚫ Periscope cameras
⚫ Sensing cameras: 3D and OFP
?
1717
In 2020, 853M consumer electronic devices were sold worldwide. Our forecast is for 1,284M units by 2026.
Smartphone dominance explains past declines -but with new smart devices entering the market, the plateau is ending.
People are working from home, kids are learning online，laptops and tablets are booming because of COVID-19 in 2020, but that won't last for years to come.
CONSUMER ELECTRONICS MARKET TREND
Market forecast (in Munits) (1/2)
Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
1818
AUTOMOTIVE IMAGING – DEVICE AND TECHNOLOGY SEGMENTATION
Nine applications are relevant to automotive imaging.
Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
In-cabin
After-market
ADAS
Viewing
Device/Application
Driver monitoring
Gesture recognition
3D perception
Forward ADAS
Night vision
Mirror replacement
360° surround
Rearview/backup
Dash/blackbox
Technology
Camera
3D camera
3D SS LiDAR
Camera
Thermal camera
Camera
Camera
Camera
Camera
19
AUTOMOTIVE CAMERA MARKET FORECAST
Automotive camera penetration
In 2020 therewas 1.4 cameras per car in average
Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
In the past, the biggest part of growth was for viewing applications.
Future growth will be higher for ADAS.
With the rebound of automotive sales, the volume of cameras will enjoy double digit growth.
The general trend is a 14.8% CAGR, while ADAS cameras will lead growth at 16.8% CAGR.
20
MOBILE TECHNOLOGY TREND
The “lens number” issue
Plastic lenses have become a key component of the CCM assembly.
Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
courtesy of Sekonix
Optics complexity has forced suppliers to develop automated assembly.
Mobile optics are made with plastic lenses, usually a mix of ZEONEX and PC. The exception is for WL-CCM, which uses glass lenses.
The thickness of each individual lens has become a limiting factor. To answer this need, Zeon has developed a specific polyolefin.
Exploded view of LG G4 optics
2121Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
MOBILE TECHNOLOGY TREND
OIS innovation – from lens-shift to sensor-shift
Traditional Optical Image Stabilization
In traditional OIS, coils are used to apply
forces to magnets that are affixed to the lens
barrel, which causes the lens barrel –magnet
assembly to move. This allows the optics to
correct for hand-shake during long
exposures.
Sensor shift Optical Image Stabilization
In Apple’s Sensor
shift OIS, the lens barrel
magnet assembly is fixed,
and these same forces
move the image sensor.
2222Status of the Camera Module Industry 2021 | Sample | www.yole.fr | ©2021
INNOVATION PATH FOR THE CAMERA MODULE INDUSTRY
High end excellence
High end incremental
• Sensor/module shift
• Liquid lens/crystal
• Shape memory
• Piezo motor/MEMS
• AA process
• COB
• Flip chip
• 3D sensing camera
• Under-display camera
• Multiple-camera
Mechanical
Manufacturing
Optics
• High number of lens
elements
✓ 7p, 8p and 9p
• Periscope
• Glass (WLG)+ Plastic
• Free-from lens
• Metalens
• High resolution
• Large optical format
• In-pixel hybrid stack
• PDAF
• Quantum dots
ElectronicsCurrent CCM market
23
Contact our
Sales Team
for more
information
23
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Sales Team
for more
information
Sensors for Robotics Goods Transportation 2021
3D Imaging & Sensing 2021Status of the CMOS Image Sensor Industry 2021
CMOS Image Sensor Quarterly Market Monitor
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YOLE GROUP OF COMPANIES RELATED ANALYSES
Yole Développement
24
Contact our
Sales Team
for more
information
24
Contact our
Sales Team
for more
information
Smartphone 3D Sensing Module
Comparison 2020
Camera Module Comparison 2021 Vol.2
Camera Module Comparison2021 -Vol.1
iPhone 12 Pro Max Camera
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YOLE GROUP OF COMPANIES RELATED ANALYSES
System Plus Consulting
2525
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We will be more than happy to give you our latest results and
appropriate formats of our approved content.
Your contact: Sandrine Leroy, Dir. Public Relations
Email: [email protected]
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