Page 13 - october22_previewaa.indd
P. 13
Samsung may spend $200 billion on 11 Texas fabs over 20 years
TAP TIMES -13- OCTOBER 2022
CMOS image sensors This year’s sales drop reflects overall
stall in “Perfect Storm” weakness in consumer smartphones and
portable computers with digital cameras
SCOTTSDALE, Arizona — Image sen- for video conferencing following an up-
sors, optoelectronics’ biggest prod- surge in demand for Internet connections
uct category, is expected to suffer its and online conferencing capabilities during
first sales decline in 13 years because the Covid-19 virus pandemic.
of a smartphone slump, low camera
growth in handsets, and weak global Modest recovery forecast
economy, says IC Insights. The 3Q Update forecast shows a mod-
est recovery in CMOS image sensors next
Largest sales volume year with market revenues growing 4% to
For most of the last two decades strong $19.3 billion and then rising 13% in 2024
growth in CMOS image sensors pushed to reach a new record high of $21.7 bil-
this product category to the top of the lion.
optoelectronics market, in terms of sales
volume, generating over 40% of total In addition to weak demand in mainstream
opto-semiconductor annual revenues. consumer camera cellphones and portable
computers, CMOS image sensors have
In 2022, however, the CMOS image sen- been negatively impacted by deteriorating
sor market category is on track to suffer global economic conditions resulting from
its first decline in 13 years with sales ex- high inflation and spiking energy costs
pected to fall 7% to $18.6 billion and unit caused by the Russian war in Ukraine as
shipments projected to drop 11% to 6.1 well as U.S. trade bans on China.
billion worldwide, according to IC Insights’
August 3Q Update of The McClean Report Recent COVID-19 virus lockdowns in Chi-
service (Figure below). nese manufacturing centers, and slowing
growth in the number of cameras being
The projected 2022 decline in CMOS image packed inside of new smartphones. Some
sensors comes after two years of meager high-end smartphone models contain five
sales growth in 2020 (+4%) and 2021 or more cameras, but the average in most
(+5%). handsets has
stayed at three
(one on the front,
facing the user for
“selfie” photos and
two main cameras
on the backside of
phones).
IC Insights’ 3Q Up-
date Report says
some managers in
China describe the
sensor market as
a“Perfect Storm,”
next page
