CMOS 影像感應器／模組的價格： 2005 年第 1 季

Abstract

For the past two years, the camera phone market has been the main driver for CMOS Image Sensors. The camera phone market will continue to propel CMOS Image Sensors, as the market grows to over 400 million units in 2005. This is good news, as the penetration of CMOS Image Sensors into the Digital Still Camera market still hasnt met the expectations of industry insiders and analysts alike. Growth in the Digital Still Camera market is slowing as well, with our projection of only 12.8% growth in 2005, following several years of growth in excess of 50%.

All of these challenges have led a number of players to merge, sell off, or exit the market entirely. In the last report, we talked about the exit of National Semiconductor and Zoran. Most recently, Philips has announced its exit from the market, and IC Media has been acquired by MagnaChip Semiconductor, a Korean company.

In the first quarter of 2005 we have seen some stabilization of pricing for CMOS Image Sensors. VGA sensors have continued to show a strong decline. However, the higher megapixel sensors that are displacing the VGA sensors are leveling out. That doesnt mean that prices wont continue to decline at each density -- that is the nature of this market. However, the maturation of the market and the consolidation of competitors, combined with the continuing megapixel progression should lead to a solid year in 2005.

This report is a critical resource for CMOS image sensor manufacturers and customers. The data and analysis contained in this report delivers the most comprehensive and current global pricing data as well as vital insights into future pricing trends based on survey results from suppliers and customers in the market.ｩ2005 S2 Data Corp. All Rights Reserved CMOS Image Sensor and Module Pricing Report -- First Quarter 2005

Table of Contents

• Executive Overview.................................................................................................................. 3
• Methodology ............................................................................................................................. 4
• Applications ............................................................................................................................... 5
• Digital Cell Phones and Camera Phones ............................................................................. 5
• Digital Still Cameras .................................................................................................................. 8
• First Quarter 2005 Results .......................................................................................................... 9
• CMOS Image Sensors without ISP........................................................................................... 9
• CMOS Image Sensors with ISP............................................................................................... 11
• Modules -- YUV and RGB ........................................................................................................ 13
• Standard Deviation................................................................................................................. 16

LIST OF FIGURES

• Figure 1: Digital Cellular Handset Forecast (millions of units)......................................6
• Figure 2: High Volume Pricing Data -- CIS without ISP (ASP US$) ..............................11
• Figure 3: High Volume Pricing Data -- CIS with ISP (ASP US$) ....................................13
• Figure 4: High Volume Pricing Data -- YUV Modules (ASP US$) .................................14
• Figure 5: High Volume Pricing Data -- RGB Modules (ASP US$).................................15

LIST OF TABLES

• Table 1: Digital Cellular Handset Forecast (millions of units).......................................5
• Table 2: Cellular Handset Shipments by Manufacturer (millions of units) .................5
• Table 3: Camera Phone Forecast (millions of units) and Penetration.......................7
• Table 4: Digital Still Camera Forecast (millions of units) ...............................................8
• Table 5: CMOS Image Sensor without ISP (ASP US$)...................................................10
• Table 6: CMOS Image Sensor with ISP (ASP US$).........................................................12
• Table 7: YUV Modules (ASP US$).....................................................................................14
• Table 8: RGB Modules (ASP US$) ....................................................................................14
• Table 9: Standard Deviations for CMOS Image Sensor without ISP..........................16
• Table 10: Standard Deviations for CMOS Image Sensor with ISP..............................16
• Table 11: Standard Deviations for YUV Modules..........................................................16
• Table 12: Standard Deviations for RGB Modules .........................................................16