Markets & Applications for CMOS Image Sensors

Transcription

1 Markets & Applications for CMOS Image Sensors

2 2013

3 Family Products Security / Industry / Defense / Space Medical Automotive / transport Computing Consumer Mobile Handset Barcode Readers, Machine Vision, Security & Surveillance Cameras, Defense, Professional & Broadcast Cameras Medical Disposable Endoscopes, X-Ray Medical Imaging, Camera Pills Front Side, Rear Side, Inside View, Side View Computer Mice, Notebooks Game Stations, Wearable Devices (e.g. Google glasses), Portable Game Stations, Retail Webcam, DSLR / ILCs, DSC, Video Camcorder, Smart TV, Tablets, PMP / mp3 Smartphones, Feature phones

4 CMOS Image Sensor Applications Migration from HIGH VOLUME to Low Volume Automotive & Transport Medical Systems Machine Vision, Science & Space sensors Video Camcorders Security & Surveillance DSC & SLR Cameras Low Volumes >1M units >10M units >100M units <1M units ~ 1B units High Volumes Mobile Phones Notebook & tablets Mobile audio, TV & Gaming devices

5 Markets by Technologies (From X-ray to LWIR) Yole Developpement October 2014 Yole Developpement October % 6% -17% 11% 23% 10% -16% 10% Dominated by CIS technology, image sensors market will be ~US$14B in 2018, with more than 5 B units.

6 US$M Markets by Applications (From X-ray to LWIR) Munits $ $ $ $ $8 000 $6 000 $4 000 $2 000 $0 Security / Industrial / Defense / Space Image Sensors Forecast by Application in US$M $1 937 $1 941 $1 982 $2 104 $2 234 $2 390 $2 585 Medical $61 $67 $73 $81 $90 $100 $111 Automotive / Transport $321 $403 $490 $593 $680 $792 $885 Computing $166 $158 $162 $163 $158 $153 $149 Consumer (Tablets, DSC, DSLR) Yole Developpement October Yole Developpement October C A GR % 5% 13% 10% % 18% 18% -2% % 13% % 8% $2 429 $2 922 $3 357 $3 751 $4 169 $4 649 $5 187 Mobile Handset $3 857 $4 168 $4 501 $4 853 $5 233 $5 652 $6 134 Image Sensors Forecast by Application in Munits Security / Industrial / Defense / Space Medical Automotive / Transport Computing Consumer (Tablets, DSC, DSLR) Mobile Handset C A GR 19% 17% 30% -2% 27% 27% -2% 30% 17% 19% Consumer application is 75% (in US$ value) of total market (98% in units!). This is dominated by CIS technology for consumer: handsets, tablets, laptops.

7 Image Sensor Market Forecasts CMOS vs. CCD Array Sensors Since 2007, CMOS imagers have exceeded the CCD in volume. In US$M value, the crossover happened in Yole Développement October 2014 Yole Développement October 2014 CMOS image sensors surpassed CCD sensors in revenue in The overall image sensor market (CMOS + CCD sensors) is now growing at a CAGR of ~ 10% while the CMOS image sensor market is growing at a CAGR 11% in $M. That trend will continue. The consequence are investments in 300mm CMOS infrastructures because of small pixel requirements..

8 CMOS Image Sensor Revenue Forecast by Market (in $M) CIS revenue ($M) CMOS image sensors Revenues Forecast by Market (in M$) CAGR 10% CAGR 11% Yole Développement October Security / Industrial / Defense / Space Medical Automotive / Transport Computing Consumer Mobile Handset TOT 6,910 7,819 8,716 9,614 10,565 11,632 12,813 CAGR % 16% 20% -1% 12% 8% 11% Mobile handset sales account for ~ 55% of TOTAL CMOS image sensor sales in Mobile handset growth is anticipated to experience a CAGR of ~ 8% within the next 5 years. Mobile handset market share is expected to decrease down to 50% of total CIS market revenue in 2017, because of the strong growth of the consumer market driven by massive sales of tablets.

9 CMOS Image Sensors Shipment Forecast by Market (in Munits) Sensor shipments (in Munits) CIS shipment Forecast by Market (in Munits) Yole Développement October Security / Industrial / Defense / Space Medical Automotive / Transport Computing Consumer Mobile Handset TOT UNITS IN M 2,867 3,206 3,542 3,863 4,198 4,607 5,060 CAGR % 30% 24% -1% 14% 9% 10% Mobile handset sales account for ~ 66% of TOTAL CMOS image sensor shipments in 2013 Growth is anticipated to experience a CAGR of ~ 10% within the next 5 years..

10 Forecasted Growth of CIS Sales Volume by Application CAGR of CMOS image sensors by application 120% Yole Développement October % 80% 60% 40% 20% Fast emerging markets (outside consumer) 10% 11% growthin average Maturing Declining markets 0% Three categories of applications can be identified: Fast emerging high end applications with a CAGR over 20%. Declining applications that are either widely equipped with CIS sensors (CAGR below 10%). The middle category consist of applications driving the growth of the CIS for two reasons: either an intrinsic growth of the market, or an ongoing shift from CCD to CMOS (Security).

11 CMOS Image Sensor 2013 Revenue & Market Share ($M) Yole Developpement October 2014 TOT ~$7.8B * Others include ON Semi, SK Hynix, Pixart, SiliconFile, PixelPlus, Melexis, Himax Imaging, ClairPixel, NIT, CMOSIS, Forza Silicon, e2v, Awaiba, Canesta, Viimagic, KunShan RuiXin Micro, Crysview, Anafocus, JVC/Altasens, Pixim,Teledyne Dalsa, ADVIS, Alexima, BYD, Brandywine Photonics, Brigates, Curious Corp, EM Microelectronic, Fairchild Imaging/BAE Systems, Hamamatsu Photonics, Invisage, Lumiense Photonics, Panavision, Photonis, PMD Technologies, Sensors Creation, Sharp, Soft Kinetic, Superpix, Sionyx, Tridicam.

12 CIS & Camera Module Value Chain in 2013 ~$7.8B ~$2.4B ~$3,5B ~$0,5B ~$1,4B ~$1,6B ~$0,5B ~$1,1B In 2013, the CMOS image sensor value chain is expected to generate $7.8B in revenue. However that value is distributed in a much more complex way among the CIS industry because numerous business models coexist (see next slide).

13 Complex Business Models & Structure The CMOS Image Sensors Supply Chain (mobile & tablets)

14 Geographic Mapping CMOS Image Sensor Vendors 3 7.8B

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16 Technology trends in CIS Motivations for emerging technologies 1. Image sensor performances Better QE / Higher sensitivity Form factor Higher dynamic range Faster frame rate / processing Higher Chief Ray Angle Power consumption 2. Improved manufacturing process / cost reduction BSI TSV 3D stacking Wafer Level Packaging 3. New functions Post focus Faster Focus 3D image Gesture recognition More processing power

17 Main trend in CIS : Die size vs. Sensor resolution For Handset Applications Toshiba 20-Megapixel

18 Shares (%) Main Trend in CIS : Front Side vs. Back Side Revenue Share Evolution (%) FSI vs. BSI CMOS Image Sensor Revenue Share Evolution (%) Yole Développement January % 90% 26% 22% 80% 35% 42% 51% 70% 63% 60% 73% 50% 40% 74% 78% 30% 65% 58% 49% 20% 37% 10% 27% 0% FSI CMOS image sensor 73% 63% 51% 42% 35% 26% 22% BSI CMOS image sensor 27% 37% 49% 58% 65% 74% 78% The BSI architecture will significantly penetrate the CMOS image sensor market as this technology is actually driven by high volume applications. Low-End CIS sensors for cell phone cameras & tablets manufactured and DSLR/DSC on µm pixels. High-End CIS sensors for security cameras will be first adopter in industrial cameras on µm pixels The BSI CIS are expected to represent more than 70% of the total CIS market revenue in 2018.

19 New Trends in CMOS Image Sensors Mobile application is driving leading edge developments for CIS. New trends can be classified into new functionalities, future generations of image sensors, advanced pixel architecture and improved light confinement & selection. CIS Technological Trends New Functionalities Future Generation of Image Sensors Advanced Pixel / Sensor Architecture Improved Light Confinment & Selection 3D Video Gesture recognition Computational imaging New absorptive layer Quantum detection Shared pixel <0.9µm BEOL improvements Color filter improvements Phase detection 3D stacking

20 Conclusions

21 Conclusions Consumer applications (mobiles, tablets, DSLR) are driving imaging sensors applications But many other emerging applications are also set to drive CIS future growth: o automotive, o medical applications, o machine vision, o security & surveillance, o wearable electronics. These applications are likely to be in position for strong growth in the mid and long-term. From front-end to camera module, numerous technological innovations will contribute to better resolution and new functionalities (BSI being the big trend today).