According to Taiwan media reports, the wildfires that are out of stock and have been out of stock have now spread to CMOS image sensing components. This year, electronic key components and semiconductor materials have been steadily increasing prices, and there is money to get the goods. The client is scared when he hears the shortage of goods, and this wave of CMOS supply is tight, it is brewing in such an atmosphere, and there are traces to be found. As early as the second quarter of this year, China’s high-end lens motor has already been transmitted. The supply is tight.
According to industry analysts, this wave of CMOS chips is out of stock, mainly because China’s mobile phone leader Huawei has launched a three-lens P20 mobile phone configuration. It is selling well in China and Europe, setting off a trend of China’s three-lens follow-up, plus China’s Skynet system. With 570 million monitors installed, the demand for high-end image sensing CMOS chips is wide open, and demand is in short supply.
In addition to the three lenses has become a must-have for high-end smartphones, self-portraits, live broadcasts and other atmospheres, the pixel requirements for the front lens are also getting higher and higher, the front lens pixels are raised, and the supply chain demand is better than the tens of millions of pixels.
Take Huawei's popular P20 mobile phone as an example. The front lens is up to 23 million pixels. The OPPO and vivo flagship model front lens also spans 10 million pixels. It is difficult for the second-line brand to follow up. The demand for high-end image sensor chips is naturally large. increase.
In addition, CMOS with the expansion of monitors, automotive, Internet of Things, industrial robots, demand is rising, as early as the first quarter of this year, global CMOS leader Sony (SONY) feels the global smartphone, Internet of Things, automotive market expansion, Announced a monthly capacity increase of 100,000 pieces (12 吋 wafer calculation), but still can not fill the market gap.
Before the end of the year, the supply and demand of high-end image sensor chips still have no solution.
CMOS faucet Sony, Howe, etc. in short supply, order to turn to the factory
Huawei and other Chinese brands are strongly pulling goods, resulting in high-end image sensing CMOS chips out of stock, global CMOS faucet Sony, Howe and other indicators factory in short supply, orders turn to the original phase, Jingxiangguang, Shangli and other Taiwanese factories, second half of the image sensor Chip shipments will break out.
CMOS chips will also become the key electronic components after the passive components, metal oxide half-effect transistor (MOSFET), etc.
According to market research firm IDC report, Huawei's global mobile phone shipments reached 54.2 million in the second quarter, surpassing Apple, ranking second in the world, second only to Samsung, analyzing its causes. Huawei's new flagship P20 sales this year exceeded market expectations. The high cost performance of this mobile phone is highly praised on the professional mobile phone website. The website analysis is attributed to the configuration of the Leica three lens, the image resolution, and the softness is better than the high-end models of Apple and Samsung.
Huawei P20 three-lens mobile phone sales have become famous in the market, which has led to the follow-up of many brand groups, driving the demand for lens image sensor chips to heat up. In addition, the industry expects Samsung and Apple's new machines to start pulling goods in the second half of the year, resulting in this wave module factory grabbing CMOS. Chip grand occasion.
In addition, the mainland began to set up the Skynet system. Last year, about 170 million monitors were set up in China. The official hopes to increase to 570 million in 2020, deepening coverage of Chinese cities to rural areas, and the resolution of monitors has increased from 720P in the past. To 1080P, the demand for high-end image sensor chips has increased, and it has also boosted the demand for this wave of image sensor chips.
According to industry sources, after the tight supply from Sony and Haowei, China Image Sensing Module Factory turned to Taiwan to seek material preparation. Crystal phase light was transferred to high-end image sensor chip development, and a super-sensitive photometric sensor was introduced. Star-level photographic lens, still showing clear color images.
The design of the original CMOS image sensor and image application IC is the only company in Taiwan that can independently develop a complete CMOS sensor chip and related application single chip. In the past, it was mainly based on the Chinese market, and the number of security monitoring orders increased in the second half of the year. Acting for Sony's image sensing components, Huawei's long-term partner, China's image sensor chip is in short supply, and Shangli's shipments are rising.