According to Sigmaintell data, Smartsens and Ominivision as an important supplier of CIS in the field of security. In 2023, the head of the two vendors' shipment share is close to about 70% of the overall market, with a relatively high degree of industry concentration.
Date:2024-08-09 Source:SigmaintellAccording to Sigmaintell's “Global Security Image Sensor Industry Tracking Report”, global security CIS shipments are predicted to reach 490 million in 2024, implementing a year-on-year growth of approximately 2%.
Date:2024-08-09 Source:Sigmaintell
According to Sigmaintell's “Global Security Image Sensor Industry Tracking Report”, about 85% of global security CIS shipments in 2020 will be distributed at resolutions of 3M and below, with 4M~6M accounting for only 12%.
Date:2024-08-09 Source:SigmaintellAccording to Sigmaintell statistics and forecasts, the global automotive image sensor (CIS) market size will usher in a wave of explosion around 2025, predicted to grow 17.6% year-on-year to reach the size of 2.4 billion U.S. dollars.
Date:2024-08-08 Source:SigmaintellAccording to Sigmaintell, the global automotive memory chip market is predicted to reach $7 billion in 2024, up 18.3% year-on-year.
Date:2024-08-08 Source:SigmaintellAccording to Sigmaintell, the global automotive MCU market price is predicted to decline by about 8% to 15% year-on-year in 2024, and this price reduction trend will continue until around mid-2025.
Date:2024-08-08 Source:SigmaintellAccording to Sigmaintell forecast, due to the maturity of the market and the economic downturn, the global automotive shipments are expected to reach 91 million units in 2024, which is only able to implement a year-on-year growth of about 3%, and it is predicted that the growth rate will further slow down after 2025.
Date:2024-08-08 Source:SigmaintellSigmaintell predicts that TCL CSOT share of global LCD capacity will increase markedly to 25.2% in 2025, representing a 5.5 percentage point increase from 2024.
Date:2024-08-02 Source:SigmaintellAccording to Sigmaintell data, BOE and TCL CSOT will jointly account for more than 50% of the global G5 and above LCD production capacity area (hereinafter referred to as "global LCD production capacity") in 2025, reaching 52.6%; overall, Chinese mainland makers will account for 72.7% of the global LCD panel supply share.
Date:2024-08-02 Source:SigmaintellSigmaintell has analyzed the potential impacts of this acquisition as follows:
Basic Information on LGD LCD Factory in Guangzhou: Annual Production of LCD TV Panels Exceeds 10 Million Units
Date:2024-08-02 Source:SigmaintellAccording to Sigmaintell, global smartphone shipments are predicted to be about 1.17 billion units in 2024, a year-on-year growth of 5.3%, and about 1.19 billion units in 2025, a year-on-year growth of 2.1%.
Date:2024-08-01 Source:SigmaintellAccording to Sigmaintell, Chinese smartphone market shipped approximately 68.6 million units in 24Q2, growing by 8.3% year-on-year, a significant improvement from the low single-digit year-on-year growth in the first quarter.
Date:2024-08-01 Source:SigmaintellAccording to Sigmaintell, global smartphone shipments in the second quarter of 2024 amounted to 280 million units, up 9.7% year-on-year.
Date:2024-08-01 Source:SigmaintellAccording to Sigmaintell, global smartphone shipments in the second quarter of 2024 amounted to 280 million units, up 9.7% year-on-year.
Chinese smartphone market shipped approximately 68.6 million units in 24Q2, growing by 8.3% year-on-year, a significant improvement from the low single-digit year-on-year growth in the first quarter.
global smartphone shipments are predicted to be about 1.17 billion units in 2024, a year-on-year growth of 5.3%, and about 1.19 billion units in 2025, a year-on-year growth of 2.1%.
Date:2024-08-01 Source:SigmaintellCore Points:
· In 2022Q1, the global mobile phone CIS' shipments were about 1.13 billion units, a YoY decrease of approximately 27.0%.
· Capacity: In 22H1, mobile phone pixel capacity was sufficient, and low-end pixel capacity sought localization.
· Demand: Market demand in Europe and mainland China has suffered multiple blows, and the Latin American and Africa market may be able to stand out.
· Products: The upgrade of pixel format shows polarization, "The main camera goes up, Sub-camera goes down."
· Competitions: Leading makers will use capacity advantages to control supply or change the adversity, and local makers will seek opportunities through differentiation.
· Suggestions: Improve product functional value, upgrade product structure, and be cautious in large-scale expansion.
Date:2022-05-24 Source:SigmaintellIn 2022, the world situation is complex and changeable, including the continued growth of a series of economic problems arising from the conflict between Russia and Ukraine, the differentiation of the epidemic situation, as well as the anti-epidemic policies in various countries, the US dollar appreciation, and inflation intensifies. All these factors combined take a heavy toll on the Global TV Industry and significantly impact rebuilding confidence in the recovery of future demand. The cold winter has come, and the spring is still far away. We will carefully explore whether the TV panel market can recover its vitality in the upcoming global purchasing season and how to recover its energy.
Date:2022-05-22 Source:SigmaintellIn 22Q1Q1, the global smartphone panel market was weak, and the supply and demand of various technologies were in a loose state. Three main factors affect the demand for smartphone panels: First, the post-epidemic era superimposed on the "Russian-Ukrainian conflict" had resulted in a less-than-expected recovery of the global economy, hyperinflation was continued to intensify, and the consumption capacity of the global residents was weakened. Second, as the domestic epidemics repeated, combined with the background of "Persisting Dynamic Clearing,” consumers' motivations to change phones were weakened, making mobile phone makers less confident in the stocking. Third, affected by the high inventory of parts and components last year, the demand for smartphone panels continued to decline in the first quarter.
Core Points
Auto Market: In April, the domestic automobile market’s sale was only about 1.18 million, which decreased 48% YoY.
New Energy Vehicle Companies: In April, domestic new energy vehicle companies were under pressure, and the resumption of work and production was in progress.
Annual Outlook: The short and medium-term market trends depend on the pace of resumption of work and production and the degree of control over supply chain resources by car companies.
Mobile Panel
In May, the global supply and demand of smartphone panels of various technologies will still be in loose states, and it is difficult for the end market to reverse the weak demand in the short term. On the supply side, under the condition that difficult to obtain effective ways to stimulate growth in the market size, most panel makers adopt a regular price reduction strategy. According to Sigmaintell data, smartphone panel prices will continue to decline in May.
Date:2022-05-22 Source:SigmaintellIn April 2022, under the influence of the continuous fermentation of the Russian-Ukrainian war and the recurrence of the epidemic in China, the market demand in Eastern Europe and mainland China declined again. At the same time, the inventory in the early stage is to be consumed, the epidemic has prolonged the logistics and transportation cycle in mainland China, and the release of new set products has been delayed. Under the influence of these factors, it is expected that the puchasing plan of the set makers in 22Q2 will be lower than expected.
In terms of upstream capacity, CIS wafer foundries are geographically distributed widely and are basically not affected by the recurrence of the epidemic. Therefore, the expansion progress of CIS wafer foundries is relatively stable. In this context, Sigmaintell predicts that the supply relationship of CIS in 22Q2 will be oversupply.
Date:2022-05-07 Source:Sigmaintell
