Decline for the first time in ten years, where will CIS go?
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In 2022, global CIS market revenue will decrease by 7% year-on-year to US$19 billion.
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The mobile phone sector has entered a period of contraction, with CIS revenue accounting for less than 70%.
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Driven by strong demand for ADAS and autonomous driving, the automotive CIS share rose to 9%.
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Share fell in the surveillance and PC & tablet segments due to weak demand in the post-COVID era.
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We expect growth to resume at a low single-digit rate in 2023 on the back of an improving smartphone market and continued automotive growth.
Last year proved to be a difficult year for the global CMOS image sensor (CIS) market. Its revenue fell year-on-year for the first time in a decade, reaching $19 billion, down 7% year-over-year, according to Counterpoint Research. Sluggish demand in mobile phones, surveillance and PC and tablet segments led to weaker-than-expected market performance.
Mobile phone section
Amid the unfavorable macroeconomic environment, global mobile phone shipments will decline by 12% year-on-year in 2022. The average number of cameras per phone has also dropped to 3.5, with less depth and macro lenses being used. This dragged down the CIS market revenue of mobile phones to US$13.2 billion, a year-on-year decrease of 10%. The segment's market share also fell below 70%. The contraction will continue in 2023 due to lack of growth momentum and share gains in other segments such as automotive and industrials.
Personal computers and tablets, surveillance field
After being driven by online education and working from home during the COVID-19 pandemic in 2020 and 2021, the PC and tablet market declined sharply in 2022 as the world gradually returns to normal and demand begins to weaken in the post-COVID era. The monitoring market also grew in 2020 and 2021 due to the growing demand for smart cities, smart transportation, and contactless human temperature monitoring during the pandemic. But as the tide recedes, the market begins to shrink in 2022. As a result, CIS revenue declined year-on-year in both segments.
Despite the headwinds, revenue grew in the automotive, digital camera and industrial segments, driven by strong demand.
Automotive field
As the automotive industry moves toward advanced ADAS and autonomous driving, vehicles require more cameras to capture sufficient road information and improve safety and convenience. In 2022, the penetration rate of L2 and above passenger cars will be 23%, which will boost the growth of automotive image sensor shipments. As a result, the share of the automotive sector will rise to 9% in 2022, ranking second after mobile phones. As autonomous driving moves to a higher level, the market is expected to experience explosive growth in the next few years.
Digital camera sector
Digital camera share also grew year-on-year in 2022 as rising average selling prices (ASPs) more than offset declining shipments. Pent-up demand due to travel restrictions and supply chain shortages in 2021 also contributed to the growth. As demand gradually weakens, we expect the market to remain relatively stable in 2023.
Industrial sector
In recent years, CMOS sensors have become increasingly important in modern factories. They are widely used in manufacturing, logistics, quality inspection and other activities. Industrial image sensors will grow steadily in 2022, driven by strong demand from smart factories and industrial automation.
Other market segments
Other areas such as AR/VR and IoT are also seeing growth in 2022, but these markets remain small.
Where will CIS go in the future?
Looking forward to 2023, we expect the global CIS industry to recover slowly and achieve low-single-digit year-over-year growth driven by strong demand in the automotive and industrial markets and a modest recovery in the mobile phone market. But geopolitical conflicts, global inflation and the macroeconomic environment remain uncertain.
Leveraging CMOS and advanced pixel binning technology, the industry is delivering image sensors targeting use cases such as ADAS, smartphone cameras, surveillance systems, and more
With advances in CMOS and pixel binning technology, companies are now making image sensors that eliminate motion artifacts and boast higher resolution, better dynamic range, and higher performance.
This article discusses some of the new image sensor products that have recently been launched in the industry.
Pixel binning technology takes center stage
Because small pixel sizes cannot capture as much light, using pixel binning technology to create a superpixel solves this problem. Pixel binning is the process of taking adjacent pixels in an image sensor and grouping them together to form superpixel clusters. What's more, pixel binning technology increases the light sensitivity of pixels to produce clearer low-light images with less noise.
Close-up view of the ISOCELL HP2 image sensor
Samsung recently used its pixel binning technology Tetra2pixel to create a 2-megapixel image sensor ISOCELL HP2. This image sensor enables phone manufacturers to develop devices such as smartphones with higher-resolution cameras. ISOCELL HP2 embeds 200 million 0.6 micron (μm) pixels in a 1/1.3-inch optical format for use with a 108 MP main smartphone camera.
Samsung's Tetra2pixel technology enables image sensors to work optimally in different lighting conditions, including low-light environments. For example, in low-light environments, ISOCELL HP2 automatically merges adjacent pixels into one, allowing it to operate as a single 1.2 μm-sized pixel (50 MP) or a 2.4 μm-sized pixel (12.5 MP).
The number of electrons that can be absorbed by a single pixel in an image sensor decreases as the pixel size decreases. This will affect the color reproduction quality of the captured image. To improve image sensor performance by 33%, Samsung Electronics adopted Dual Vertical Transfer Gate (D-VTG) technology, which allows pixels to store more electrons and eliminates the occurrence of washed-out images when operating in bright environments.
Samsung has also added Super QPD functionality to the image sensor. This allows the sensor to utilize its 200 million pixels to focus on agents in low-light environments. ISOCELL HP2 features high frame rates and reduced shutter lag. This makes the photo taking experience faster. Samsung's latest smartphone, the S23 Ultra, uses an image sensor.
Eliminate motion artifacts in ToF cameras
Motion artifacts can occur due to relative motion between the object and the time-of-flight (ToF) image sensor. To eliminate motion interference in ToF cameras, Teledyne introduced Hydra 3D+, an image sensor integrating 10 μm three-point pixels with excellent demodulation contrast.
Hydra 3D+ is an 832 x 600 pixel resolution CMOS image sensor suitable for 3D inspection and measurement. The device has high sensitivity in the near-infrared (NIR) wavelength range.
According to the company, Hydra3D+ can capture fast-moving objects in real time at short, medium and long distances without motion artifacts. Therefore, the device can be used in automated guided vehicles, surveillance, robot navigation and factory automation.
Key features of the image sensor include on-chip multi-system management, powerful on-chip high dynamic range (HDR) and programmable exposure time. The company says that with the new ToF sensor, consumers can enjoy the highest level of 3D performance for 3D measurement, with uncompromised image quality in 2D and 3D modes, at all distance ranges and conditions, even across multiple systems operating or in an outdoor environment.
High Dynamic Range CMOS Camera
Meanwhile, Canon in January released a 1.0-inch backlit stacked CMOS image sensor targeted at surveillance applications. Like Teledyne's Hydra3+ image sensor, Canon's new image sensor captures images without motion artifacts.
Traditional image sensors perform high dynamic range image synthesis to generate a single image captured from multiple independent images under different exposure conditions. This operation is often flawed, with motion artifacts appearing in the resulting images.
To solve this problem, Canon's new CMOS sensor is equipped with state-of-the-art multi-CPU and other processing circuits to divide an image into 736 different areas, each of which is set to the optimal exposure time based on the brightness of the environment. This not only eliminates motion artifacts, but also eliminates the need for image compositing operations.
Canon's CMOS sensor eliminates the need for image compositing
The product features high-speed image capture of approximately 60 frames per second (fps) and a high pixel count of approximately 12.6 million pixels. Additionally, the sensor records an industry-leading high dynamic range of 148 dB.
The device is suitable for environments in bright and dark areas such as underground parking entrances and stadium entrance background monitoring. According to the company, the device can capture images in light levels ranging from approximately 0.1 lux to approximately 2,700,000 lux.
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