Global and China CMOS Camera Module Industry Report, 2011

Transcription

1 Global and China CMOS Camera Module Industry Report, 2011 Customer Service Hotline: Page 1 of 20

2 一 调研说明中商情报网全新发布的 Global and China CMOS Camera Module Industry Report, 2011 主要依据国家统计局 国家发改委 商务部 中国海关 国务院发展研究中心 行业协会 工商 税务 海关 国内外相关刊物的基础信息以及行业研究单位等公布和提供的大量资料, 结合深入的市场调研资料, 由中商情报网的资深专家和研究人员的分析 首先, 报告对本行业的特征及国内外市场环境进行描述, 其次, 对本行业的上下游产业链, 市场供需状况及竞争格局等进行了细致的详尽剖析, 接着报告中列出数家该行业的重点企业, 并分析相关经营财务数据 最后, 对该行业未来的发展前景, 投资风险及投资策略给出科学的建议 本报告是行业生产 贸易 经销等企业在激烈的市场竞争中洞察市场先机, 根据市场需求及时调整经营策略, 为战略投资者选择恰当的投资时机和公司领导层做战略规划提供了准确的市场情报信息及科学的决策依据 报告名称 Global and China CMOS Camera Module Industry Report, 2011 出版日期 Sep/2011 报告格式 PDF 电子版或纸介版 交付方式 发送或 EMS 快递 中文价格 印刷版 0 元 电子版 0 元 中文印刷版 + 电子版 0 元 订购热线 二 报告目录 Abstract : In 2011, the global shipment of CMOS image sensors is expected to be 1,989 million units, up 24.5% Customer Service Hotline: Page 2 of 20

3 from 1,497 million units in The application in mobile phone is still the most important market. Most of 3G mobile phones and smart phones are equipped with front and rear cameras, and both of the two types of phones are also the main engines for the growth of mobile phone market. In the sector of CMOS image sensors, the proportion of Backside Illumination CMOS Sensors rises si gnificantly in Backside Illumination CMOS Sensor not only witnesses rapid progress in mobile phone field, but also captures the CCD sensor market in traditional highend DSC field. Currently, only Canon and Sony produce CMOS sensors for highend DSC; however, Omnivision and Aptina are eyeing this market and trying to enter this sector. Powerfully driven by Apple's highpriced products, the revenue of Omnivision achieved USD956 million in FY2011, up 58.5% from FY 2010, so Omnivision saw the highest growth rate among the vendors of CMOS image sensors. Omnivi sion has also been the world s largest CMOS image sensor producer for successive several years. Othe r CMOS image sensor vendors except Sony witness sluggish growth. In the lens field, rich experience is of extreme importance. Even with the identical equipments, the go od yield of products of the vendors differs greatly. For instance, only four (or less four) vendors can m ass-produce 8-megapixel cameras in the world. The vendors engaged in lowend products lead a hard life, while the high-end peers obtain handsome profits. In the highend field, Largan almost monopolizes the market; NOKIA, HTC and Apple all apply Largan s product s. Although its products aim at the midend market, GSEO s major client Apple has ordered more and more GSEO s products. As expected, GSEO s revenue will grow by nearly 100% in Honhai also makes increasing investments in lens es. Fu Jing Precision Industry JINCHENG is trying to separate the lens division and let it be a listed c ompany. Other lens manufacturers see slowdown in growth. In the module field, LG INNOTEK becomes a highlight and endears itself to Apple, with more orders from the latter. The CCM revenue of LG INNOTEK will be USD950 million in 2011, up 63.8% from USD508 million in 2010, the sole vendor with substantial growth in the CCM sector. LITEON carries its internal integration and mergers the CCM businesses of LITEON- SEMI and LITEON. Besides, PRIMAX also has received some orders from Apple, and its revenue pre Customer Service Hotline: Page 3 of 20

4 sents a 29.3% rise. Table of Contents 1 Status Quo and Trend of CMOS Camera Module 1.1 CMOS Camera Module Market 1.2 CMOS Camera Packaging 1.3 WLP CMOS Camera Module 1.4 TSV Packaging 1.5 Reflow Camera Module 1.6 CMOS Camera Module Industry Chain 1.7 Backside Illumination Pixel Technology 2 CMOS Camera Module Market 2.1 Laptop Market 2.2 Tablet PC Market 2.3 China Laptop Market 2.4 Digital Camera Market 2.5 Mobile Phone Market 2.6 Smart Phone Market 3 CMOS Image Sensor Industry Customer Service Hotline: Page 4 of 20

5 3.1 Industry Pattern 3.2 Samsung/Samsung Electro-Mechanics 3.3 STMicroelectronics 3.4 Sharp 3.5 Toshiba 3.6 Omnivision 3.7 Aptina 4 CMOS Camera Lens 4.1 Mobile Phone Camera Lens Industry 4.2 Forecast for Shipment of Mobile Phone CMOS Camera Module Lens Manufacturers in China, Laptop and Tablet PC-used Camera Lens Industry 4.4 Largan 4.5 GSEO 4.6 Asia Optical 4.7 Newmax 4.8 Excellence Electro-Optical 4.9 Sunny Customer Service Hotline: Page 5 of 20

6 4.10 Samsung Techwin 4.11 Kantatsu 4.12 Tamron 4.13 Hitachi Maxell 4.14 Diostech 4.15 Sekonix 4.16 Kolen Optical 4.17 Phenix Optical 4.18 Fujinon 4.19 Glory 4.20 Hokugang 4.21 KMOT 5 Camera Module Assembly 5.1 Industry Pattern 5.2 Supply Relationship between Mobile Phone Camera Module Vendors and Mobile Phone Brands 5.3 Shipment of CMOS Camera Module Vendors in China, 2011 Customer Service Hotline: Page 6 of 20

7 5.4 Liteon-Semi 5.5 Chicony 5.6 Vista Point Technologies 5.7 Honhai Champ Technology Optical Primier Foshan Fu Jing Precision Industry Jincheng 5.8 Lg Innotek 5.9 Mitsumi 5.10 Truly Opto-Electronics 5.11 BYD 5.12 Liteon 5.13 Primax 6 VCM (Voice Coil Motor) 6.1 Profile 6.2 Industry Pattern 6.3 Shicoh 6.4 Hysonic Customer Service Hotline: Page 7 of 20

8 6.5 Nidec Sankyo Figures & Tables CMOS Sensor Shipment, CMOS Camera Module Shipment by Application, CMOS Camera Module Shipment by Pixel, CMOS Camera Module Packaging Types, Fabrication Flows of WLP CMOS Camera Module Shipment of TSV CMOS Image Sensor Wafer, TSV Packaged Mobile Phone Camera Module TSV Roadmap of CMOS Image Sensor Toshiba's Reflow Camera Module Camera Module Packaging Types Supportive for Reflow Lens Types Supporting Reflow Mobile Phone Camera Module Industry Chain Global Laptop Shipment and Growth Rate, Shipment of Major Laptop Manufacturers in the World, Shipment of Laptop, IPAD and Tablet PC, Customer Service Hotline: Page 8 of 20

9 Laptop Shipment in Chinese Market, Market Shares of Major Laptop Manufacturers in China by Shipment, Digital Camera Shipment, Global Camera Mobile Phone by Pixel, Auto-focus Camera Mobile Phone Shipment, Global Mobile Phone Shipment, Quarterly Global Mobile Phone Shipment and Annual Growth Rate, Q Q Quarterly Shipment of CDMA and WCDMA Mobile Phone, Market Shares of Major Smart Phone Manufacturers in the World, Q Market Shares of Smart Phone Operating Systems, Smart Phone Shipment of Major Mobile Phone Manufacturers in the World, Market Shares of CMOS Image Sensor Vendors in the World (by Shipment), 2009 Customer Service Hotline: Page 9 of 20

10 Market Shares of CMOS Image Sensor Vendors in the World (by Revenue), Market Shares of CMOS Image Sensor Vendors in Mobile Phone Field in the World (by Shipment), Revenue of Samsung Electro-Mechanics by Division, Camera Module Sales and Operating Income of OMS Division of Samsung Electro-Mechanics, Mobile Phone Camera Module Revenue of Samsung Electro-Mechanics by Pixel, Roadmap of Toshiba 's CMOS Image Sensor Schematic Diagram of Toshiba 's Silicone Perforated Camera Module Omnivision's Shipment, FY2002- FY2011 Monivision's Revenue in Downstream, Q1 FY2010-Q4 FY2011 Monivision's Gross Margin/Operating Margin/Net Profit Margin, Q1 FY2010-Q4 FY2011 Omnivision's Revenue and Gross Margin, FY2005- FY2011 Omnivision's Revenue and Operating Margin, FY2005- FY2011 Customer Service Hotline: Page 10 of 20

11 Omnivision's Revenue by Region, FY2008- FY2010 Omnivision's Assets by Region, FY2008- FY2010 Omnivision's Products Omnivision's Supply Chain Omnivision's Shipment by Pixel, Q Q Micron's Revenue by Product, FY2006- FY2010 Aptina's Products Largan's Revenue and Gross Margin, Largan's Revenue and Operating Margin, Largan's Revenue and Gross Margin, Q Q Largan's Revenue and Operating Margin, Q Q Largan's Monthly Revenue, Jul 2009-Jul 2011 Largan's Revenue by Product, 2005 and Largan's Mobile Phone Camera Module Shipment by Pixel, Largan's Customers, 2008 Largan's Customers, 2009 Largan's Customers, 2010 Customer Service Hotline: Page 11 of 20

12 GSEO's Revenue and Gross Margin, GSEO's Revenue and Operating Margin, GSEO's Monthly Revenue, Jul 2009-Jul 2011 GSEO's Revenue by Pixel, GSEO's Shipment by Pixel, GSEO's Revenue by Pixel, Q Q Revenue and Gross Margin of Asia Optical, Revenue and Operating Margin of Asia Optical, Revenue of Asia Optical by Product, NEWMAX's Revenue and Gross Margin, NEWMAX's Revenue by Product, Q Q Revenue and Gross Profit of Excellence Electro-Optical, Monthly Revenue of Excellence Electro-Optical, Jul 2009-Jul 2011 Sunny's Revenue and Gross Margin, Sunny's Major Customers Distribution of Sunny's Plants Sunny's Revenue by Product, Customer Service Hotline: Page 12 of 20

13 Sunny's Revenue by Application, Revenue and Gross Margin of Samsung TECHWIN, Revenue of Samsung TECHWIN by Product, Revenue and Operating Margin of Samsung TECHWIN, Q Q Revenue of Samsung TECHWIN by Division, Q Q Operating Income of Samsung TECHWIN by Division, Q Q TAMRON's Revenue and Operating Margin, Q Q TAMRON's Revenue and Operating Income, TAMRON's Revenue by Product, FY2007-FY2011 TAMRON's Operating Income by Product, FY2007-FY2011 DIOSTECH's Organization Structure DIOSTECH's Production Lines DIOSTECH's Customers SEKONIX's Revenue and Gross Margin, SEKONIX's Revenue by Product, SEKONIX's Revenue by Pixel, SEKNOIX's Mobile Phone Camera Module Products Customer Service Hotline: Page 13 of 20

14 Revenue and Operating Income of Kolen Optical, Roadmap of Kolen Optical Revenue and Net Income of Phenix Optical, Glory's Revenue and Gross Margin, Glory's Monthly Revenue, Jul 2009-Jul 2011 Hokugang's Monthly Revenue, Jul 2009-Jul 2011 KMOT's Revenue by Product, FY2010- FY2011 Proportion of Nokia's Major Camera Module Suppliers, Proportion of Samsung's Major Camera Module Suppliers, 2009 Proportion of LG's Major Camera Module Suppliers, 2009 Revenue and Gross Margin of Liteon-Semi, Revenue and Operating Margin of Liteon-Semi, Revenue of Liteon-Semi by Business, Mobile Phone-used CMOS Camera Module Products of Liteon-Semi Chicony's Revenue and Gross Margin, Chicony's Revenue and Operating Margin, Chicony's Revenue by Product, Customer Service Hotline: Page 14 of 20

15 Revenue and Operating Margin of LG INNOTEK, Revenue of LG INNOTEK by Product, Mitsumi's Revenue and Operating Margin, FY2006- FY2011 Mitsumi's Revenue by Product, FY2006- FY2011 Capacity of Truly Opto-Electronics CSP Capability of Truly Opto-Electronics COB Capability of Truly Opto-Electronics Mobile Phone Camera Module Roadmap of Truly Opto-Electronics Laptop Camera Module Roadmap of Truly Opto-Electronics Automotive CMOS Camera Module Roadmap of Truly Opto-Electronics Liteon's Revenue and Operating Margin, Primax's Revenue and Operating Margin, Primax's Revenue by Division, VCM Visual Map VCM Profile Revenue and Operating Margin of Shicoh Moter, HYSONIC Revenue and Operating Income, Customer Service Hotline: Page 15 of 20

16 HYSONIC's Major Products, 2010 HYSONIC's Customers, 2011 Revenue and Operating Margin of Nidec Sankyo, FY2007- FY2011 Revenue of Nidec Sankyo by Product, FY2010- FY2011 Market Shares of Digital Camera Brands in the World, Market Shares of CMOS Image Sensor Vendors in Monitoring Field, Market Shares of NB / WEB-used CMOS Sensor Vendors, Market Shares of Automotive CMOS Sensor Vendors, CMOS Image Sensors of STMicroelectronics Sharp 's CMOS Camera Module Products Common Features of Toshiba 's CMOS Image Sensors Revenue and Gross Profit of Micron Technology, FY2004- FY2010 Shipment of Major Mobile Phone Camera Lens Vendors in the World, Major Vendors Shipment of Camera Lens used for PC Camera, Laptop, Game Consoles and Tablet PC in China, 2011 Customer Service Hotline: Page 16 of 20

17 Average Price of Mobile Phone Lens, Mobile Phone Camera Module Products of Asia Optical Sunny's Capacity, 2007-H Sunny's Capacity Utilization, Q Hokugang's Revenue, Gross Profit and Operating Income, Market Shares of Major CMOS Camera Module Vendors, 2011 Suppliers of Apple's CMOS Camera Module, 2011 Financial Data of Honhai's Major Subsidiaries in Optical Field, 2010 Camera Module Revenue of LG INNOTEK, Q Q BYD's Camera Module Products 访问中商情报网 : 报告在线阅读 : 三 研究机构 中商情报网 ( 是中国行业市场研究咨询 市场调研咨询 企业上市 IP O 咨询及并购重组决策咨询 项目可行性报告 项目商业计划书 项目投资咨询等专业的服务机构 致力于为企业中高层管理人员 企事业发展研究部门人员 市场研究人士 咨询行业人士 投资银行专家 个人投资者等提供各行业丰富翔实的市场研究报告和商业竞争情报数据 ; 为国内外的行业企业 研究机构 社会团体和政府部门提供专业的行业市场研究 商业分析 投资咨 Customer Service Hotline: Page 17 of 20

18 询 兼并重组决策及战略咨询服务 中商情报网从创建之初就矢志成为中国专业的商业信息收集 研究 传播的资讯情报服务机构, 通过多年的积累中商情报网已经构建了包括政府部门 行业协会 专业调查公司 自有调查网络等多种渠道 多层面的数据来源 ; 建立起上百个行业及企业的庞大商业情报数据库 ; 并形成了多十种专业研究分析模型和研究方法 ; 中商情报网始终坚持研究的独立性和公正性, 其研究结论和研究数据广泛被媒体采用 目前公司与国家相关数据部门 行业协会等权威机构建立了良好的合作关系, 同时与多家国际著名咨询服务机构建立了战略伙伴关系 并与国内外众多基金公司 证券公司 PE VC 机构 律师事务所 会计师事务所结成战略合作伙伴 公司还拥有近 10 多年来对各行业追踪研究的海量信息数据积累 建立了多种海量数据库, 分为 : 宏观经济数据库, 行业月度财务数据库, 产品产量数据库, 产业进出口数据库, 企业财务数据库等 并将这些数据及时更新与核实 可以保证数据的全面 权威 公正 客观 多年来, 中商情报网为上万家企业事业提供了专业的投资咨询 信息咨询及研究报告服务, 并 得到客户的广泛认可 ; 我们坚信您也可以从中商情报网提供的资讯产品中洞察商业潜在的价值 和风险, 提高您的决策支持效率 中商情报网管理团队和中商情报网的战略合伙人一直致力于为客户提供高价值的企业咨询服务 解决方案 服务研究咨询项目咨询投行咨询专项咨询竞争情况调研数据库咨询 内容行业研究报告 行业投资咨询报告 市场调查项目计划 可行性研究 价值分析 风险分析 商业计划书 项目融资 资金申请 资产评估 政府项目立项 产业园区规划咨询 PE 及 VC 投资咨询 IPO 咨询消费者研究 渠道研究 营销咨询 管理咨询 市场进入策略咨询竞争对手调研及监测 竞争策略研究 竞争环境研究 监测 企业战略研究 市场营销 / 促销策略分析 合作伙伴调研中国行业财务数据库 中国企业财务数据库 产品进出 Customer Service Hotline: Page 18 of 20

19 口数据库 中商情报网在调查工作中能够很好的借助国家部办委 行业协会等部门的资源为客户提供服务 ; 高层访谈的执行能力, 能够访问国家各个部委为企业提供全方位的政策导向 行业规划 ; 多年来针对工业领域的企业及用户调研的庞大数据库资源, 历史数据和企业 用户数据非常丰 福 国内权威市场研究公司, 具有行业内良好知名度 拥有多项自主开发的研究模型及专项咨询产品, 提供专业化的 市场研究整体解决方案 由国际专家和本土行业专家组成的资深项目团队, 为客户提供精准的研究服务 权威数据采集渠道, 持续 10 年的数据监测,7 年的国内市场研究经验, 超过 1000 多个市场研究案例 中商情报网订购单回执表 单位名称 联系人 地址 邮编 部门 联系电话 手机 传真 报告名称 : Global and China CMOS Camera Module Industry Report, 2011 报告格式 : PDF 电子版或印刷版 付款方式 : 银行 邮局 支票 其他 定购数量 : 份 Customer Service Hotline: Page 19 of 20

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