The CMOS image sensor market in 202...

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The CMOS image sensor market in 2020 will grow by 3% year-on-year, slowing growth, IC Insights

CMOS image sensor market size trends and future forecasts (Source: IC Insights)

In the first half of 2020, with the spread of the new corona infection, it became a global nest, and the demand for CMOS image sensors in various devices dropped sharply.

In the second quarter of 2020, Sony, a major image sensor company, announced that its semiconductor business was deteriorating due to a decline in demand for smartphones around the world. However, that demand began to improve in the third quarter of the same year, and by the end of 2020, sales of the company's CMOS image sensors recorded a slight positive growth, with full-year sales of nearly $ 8.3 billion. IC Insights believes Sony's CMOS image sensor business in 2020 was the worst year in terms of growth rate since it began to focus on CMOS technology over CCD in 2006.

2020年のCMOSイメージセンサ市場は前年比3%増と成長が鈍化、IC Insights

According to Japanese semiconductor industry officials, Sony's export restrictions on Huawei, which was Sony's second-largest customer after Apple's iPhone, forced Sony to temporarily stop exporting. After that, I got a license (export license) for some products, but it seems that the influence of not being able to sell high-performance image sensors for 5G high-end smartphones to Huawei was significant. On the other hand, the sales of iPhone were strong, so it was barely possible to make up for Huawei, and it seems that sales in 2020 were flat year-on-year. It can be sold to Chinese smartphone makers other than Huawei, but it seems that it does not need a high-performance image sensor as much as Huawei, and Samsung's product is predominant.

Going forward, 12% on a monetary basis and 15% on a volume basis

The CMOS image sensor market is expected to regain momentum in 2021. As more cameras are expected to be integrated into the system, including 5G-enabled smartphones and machine vision applications, it will grow at a compound annual growth rate of 12.0% (on a monetary basis) over the next five years to $ 33.6 billion in 2025. IC Insights predicts that it will reach. On a volume basis, it is expected to grow at a compound annual growth rate of 14.9% from 6.7 billion units in 2020 to 13.5 billion units in 2025.

Rapid growth with an average annual growth rate of 34% for in-vehicle use

Over the next five years, the growing application area of ​​the CMOS image sensor market will be automotive, with annual sales growth of 33.8% on average, with IC Insights predicting to reach $ 5.1 billion by 2025.

The market size forecasts for CMOS image sensors by application as of 2025 are as follows in descending order of growth rate.

Mobile phones, the largest market for CMOS image sensors, accounted for 61% of the market at $ 11.6 billion in 2020, but by 2025 they will reach $ 15.7 billion, but their market share will drop to 41%. IC Insights predicts that.