On the afternoon of the 16th, the semiconductor sector rose and strengthened, with Will Semiconductor Co.Ltd.Shanghai(603501) trading limit.
in an investigation conducted by the agency on May 15, Will Semiconductor Co.Ltd.Shanghai(603501) 5, with the improvement of automatic driving level, the number of CIS (CMOS image sensors) used by a single vehicle has increased from 1-2 to more than 10, and the on-board CIS is about to rise in both volume and price
In addition, in addition to the original mainstream automobile brands in Europe and the United States, Will Semiconductor Co.Ltd.Shanghai(603501) vehicle products are now a large number of traditional Chinese automobile brands and new power schemes for car manufacturing. At the same time, they have also made breakthroughs in automobile enterprises such as Japan and South Korea. Frankly speaking, in the near future, cars will become the second largest business market after mobile phones.
Meanwhile, TSMC and Samsung also set their sights on the rising demand of CIS
According to businesskorea on Monday, Samsung Electronics first proposed the idea of expanding mature process capacity, and plans to expand production this year to meet the CIS capacity demand due to long-term supply shortage and improve profitability while expanding customers.
TSMC's capital expenditure this year has risen to $40 billion - $44 billion, of which 10% - 20% will also be used for the expansion of mature special processes. Some equipment manufacturers pointed out that the downstream market targeted by TSMC includes CIS.
automobile industry has become the fastest growing market of CIS
Generally speaking, cars, smart phones, security and metauniverse are the main driving markets of CIS. According to yole's calculation, the CMOS camera module market is expected to reach US $57 billion in 2025, of which the scale of CIS is US $24.2 billion, accounting for 42.46%.
Among them, under the tide of global automobile electrification and intellectualization, the number of on-board CIS pixels and cameras carried by single cars has increased significantly, and automobile field is expected to become the fastest-growing market of CIS Zhongtai Securities Co.Ltd(600918) it is estimated that the global on-board CIS market will reach 48 billion yuan in 2025, with a compound growth rate of 21% from 2020 to 2025.
The contents of Will Semiconductor Co.Ltd.Shanghai(603501) research summary at the beginning of the article also confirm the good demand of this market. At the same time, the company disclosed this week on the interactive platform. The vehicle 8 million pixel CIS product has achieved mass production delivery. The high definition and scope of the sensor and the integrated ASIL-C function are "critical" for ADAS and L3 class automatic driving vehicles. It has been imported into more vehicle models, and both quantity and value have steadily improved.
At the same time, Zhongtai Securities Co.Ltd(600918) the above report emphasizes that the car CIS certification cycle is long, generally 2-3 years, and the entry threshold is high. After entering the car supply chain, manufacturers will obtain long-term and stable orders, and it is difficult for new entrants to occupy their shares.
smartphone camera is the "traditional" driving force of CIS demand cis has a decisive impact on the number of pixels and image effect of mobile phone photos. With the gradual increase of mobile phone camera pixels, the demand for high-end CIS is also rising.
Will Semiconductor Co.Ltd.Shanghai(603501) the above survey summary shows that the company "has a good market share" on Android smartphones in different price ranges, and the proportion of high-order pixel products in mobile phone CIS revenue continues to increase;
Galaxycore Inc(688728) also disclosed the business progress on the 15th its 2-8 megapixel CIS products have been widely used in many well-known mobile phone brands at home and abroad, with booming supply and marketing 16 megapixel products have been verified, and customer orders are expected to be obtained in the second half of 2022; Products with 32 million pixels and above have entered the internal evaluation stage of engineering samples.
It is worth mentioning that Will Semiconductor Co.Ltd.Shanghai(603501) also mentioned that "meta universe" is also inseparable from CIS, which is one of the core chips to realize the application scenarios in the AR / VR field.
From the perspective of market competition pattern, Sony, Samsung and Haowei technology under Will Semiconductor Co.Ltd.Shanghai(603501) are the three leaders of CIS in the world. Counterpoint predicts that Sony's market share will reach 39.1%, Samsung's 24.9% and Howell technology's 12.9% in 2022; In addition, the subsequent rankings include Galaxycore Inc(688728) (4.7%), ansenmey (4.5%), SK Hynix (3.6%), Italian French semiconductor (2.5%) and stevio (2.3%).
