summary of news from image-sensors-world for July 2020

Summary

• Yole Forecasts 2020-25 Camera Module Market

  camera module market : 2019 : $31.3B -> 2025 : $57.0B, CAGR=12.8%

  Sony = provide best camera sensor LG Innotek’s cutomer = Apple Ofilm, Sunny Optical ‘s main customer = China market -> note: ofilm got blacklisted by america

• One Investor’s View on Sony CIS Business

  -> And with image sensors becoming a larger part of Sony’s business, it could easily soar 300%+ in the coming years.” -> Sony is a very good stock to invest

• Sony Reports Drop of Image Sensor Sales, Reduces FY Forecast

  Q1 2020 report

  -> sale drop because of Covid-19 coronavirus

• Omdia: Samsung Reduces Market Share Gap with Sony

  -> Covid-19 coronavirus : big reduce

• Galaxycore Overtakes Omnivision to Become #3 in Units Market Share, Prepares IPO

  -> The market is China is too big.

• Is Yokogawa Minimal Fab Suitable for Image Sensor Production? -> 面白いアプローチ、元々半導体工場は大きく投資金が必要ので、工場立ち上げる際に多くな半導体unit (500k)を作らないと利益を出せません。（なぜか不明） yokogawaのminimal fabはcleaning roomをいらなくなり、投資金の少なくなります。工場の規模はより小さくなったので、500kではなく数万unitでも利益になります。

Reference

1. Yole Forecasts 2020-25 Camera Module Market
2. One Investor’s View on Sony CIS Business
3. Omdia: Samsung Reduces Market Share Gap with Sony
4. Galaxycore Overtakes Omnivision to Become #3 in Units Market Share, Prepares IPO
5. Sony Reports Drop of Image Sensor Sales, Reduces FY Forecast
6. Is Yokogawa Minimal Fab Suitable for Image Sensor Production?