Cellular stays the main driver, however automotive and safety functions are gaining strategic relevance.
US–China commerce tensions have a restricted impression on CIS, with Chinese language gamers adapting by way of hybrid foundry methods and home fabs.
Sony continues to steer the market, whereas Chinese language gamers like SmartSens surge, reshaping international dynamics.
Superior imaging applied sciences, corresponding to optical metasurfaces and neuromorphic sensing, are poised to boost use circumstances.
Following a interval of modest progress, the CIS market skilled a major rebound in 2024, with revenues rising by 6.4% y-o-y, pushed by the rebound in smartphone gross sales.
This marked an acceleration from the two.3% progress between 2022 and 2023. Yole forecasts this upward pattern to proceed into 2025, supported by momentum in cellular, automotive, and safety functions.
“CIS merchandise are nonetheless increasing into current and new functions,” says Yole’s Florien Domengie, “whereas smartphones stay a essential driver, rising functions in automotive and next-gen shopper units are creating new alternatives for differentiation and progress.
The cellular sector stays the first CIS market phase, however automotive imaging is rising quickly, pushed by increasing ADAS, in-cabin monitoring, and surround-view functions.
In 2023, 6.57 billion digicam modules had been shipped, with automotive reaching 236 million items, practically 4% of the whole, averaging virtually three cameras per automobile.
Sony strengthened its lead, gaining 1% market share and shifting nearer to its 50% goal.
SmartSens skilled a dramatic +105.7% YoY income enhance, breaking into cellular, safety, and automotive markets and climbing in international rankings.
SK Hynix is retaining solely legacy merchandise to refocus its core actions on reminiscence.
Samsung maintained steady income, whereas STMicroelectronics and onsemi misplaced market share.
US and European gamers might proceed shedding floor, whereas Sony and Chinese language suppliers are anticipated to develop additional in 2025.
Sony, Omnivision, and SmartSens are projected to develop revenues primarily based on early 2025 efficiency.
The US–China commerce struggle has had a restricted impression, as CIS expertise depends on mature nodes, between 22nm and 180nm, that aren’t focused by export restrictions.
Chinese language CIS suppliers have adopted hybrid methods to make sure supply-chain stability. For instance:
SmartSens collaborates with each home and worldwide foundries.
Nevertheless, GalaxyCore operates its personal fab whereas sustaining exterior partnerships.
“These methods permit Chinese language gamers to scale effectively, scale back danger, and meet native demand throughout smartphones, surveillance, and automotive”, says Domengie.
