Research on Camera Chip Industry: Demand, Technology and Competition Pattern

Camera chip is the best runway in semiconductor industry: because light is analog signal, camera chip belongs to pan-analog circuit industry. The pan-imitation circuit industry does not conform to Moi's theorem, with rich product models and quiet prices. Weak periodic vacillation will not disappear because of the disappearance of a customer or an application.

High growth rate of camera chip industry: the compound annual growth rate of the future market will exceed 7%, and the growth rate of cars and mobile phones will be higher than that of the whole machine. The importance of the mobile phone field comes from the reduction of the number of cameras, the reduction of pixels and the reduction of pixel size; The importance of automobile cruising range comes from the reduction of the number of cameras required for intelligent driving; The scope of protection comes from the revision of the national high-definition standard frequency and the promotion of using cameras with lower power consumption and higher efficiency.

The barrier of camera chip industry is high: Sony, Samsung and Howell, which are the first echelon for the time being, have carved up nearly 70% of the market share and are expected to reach 90% in the future. However, due to the lack of technology, other manufacturers can only occupy a small share in the first series of low-pixel sub-cameras.

Summary of report:

Mobile phone, automobile and security are the three main fields of camera application, and their different needs promote the continuous development of the industry as a whole.

Mobile phone: The increase in the number of cameras, the continuous improvement of pixels, and more and more pixels pursuing shooting effects have jointly promoted the continuous growth of the mobile phone camera chip industry.

Cars: Assisted driving, actively and safely promoting more and more car cameras.

Security: Safe city, ultra-high-definition construction, with the increase of the number of security cameras, the industry has achieved sustained and stable development.

Every important node leap of pixels comes from every major innovation leap of technology.

8 million pixels: Like a SLR camera, it is the first step to adapt to all-weather shooting. The back-illuminated pixel technology solves the problem of shooting in dim light.

12 million pixels: medium and high pixels can be realized on mobile phones, and space and volume need to be taken into account. Stacked circuits help to reduce chip size.

48 million pixels: Ultra-high pixels are advancing by leaps and bounds, and four-in-one pixels are rearranged to achieve higher camera resolution.

Future trend: The original unique technologies of mobile phones, automobiles and security will be integrated with each other, so that the photos in their respective fields will be by going up one flight of stairs.

Chip dominates lens and module: the value of camera chip accounts for nearly 50%, and camera module and lens manufacturer get the parameters of camera chip first and then determine the parameters of lens and module.

The barriers in the chip industry are high: although the downstream applications are all mobile phones, automobiles, security and so on. The biggest difference between semiconductor industry and consumer electronics industry lies in the competition pattern.

Consumer electronics: There are often many companies that can provide products in a sub-sector, and the competition is fierce, which belongs to the Red Sea market.

Semiconductor: One or two companies in a subdivision often occupy more than 70% of the whole industry and enjoy monopoly profits, belonging to the blue ocean market.

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