Research IC Insights pointed out today (16) that due to the decline in smartphone sales, the slow growth of mobile phone lenses and the downturn in the global economy, the CMOS image sensor (CIS) market this year will be under a perfect storm. It fell for the first time in years, to $18.6 billion, a 7.5% decrease year-on-year.
According to the research, CIS has benefited from strong demand growth in the past 20 years, and has become the largest product in optoelectronic semiconductors, accounting for more than 40%. 6.1 billion.
According to the research, in addition to weak demand for mobile phones and laptops, the world is affected by the Russian-Ukrainian war and the US trade ban on China, coupled with the deterioration of global economic conditions caused by high inflation, and China’s implementation of blockade and other disturbances, all impacting CIS demand. Significant decline.
In particular, the growth in the number of smartphone lenses has slowed down. Although some high-end models have 5 or more lenses, most mobile phones have an average of about 3 lenses, including 1 on the front and 2 on the back, highlighting the unexpected number of lenses in new models. stagnation.
However, according to the latest forecast, the CIS market will recover moderately next year, reaching US$19.3 billion, an annual increase of 4%, and will grow significantly in 2024, reaching US$21.7 billion, an annual increase of up to 13%, and a record high.
In addition, looking at various applications, nearly 66% of CIS is currently used in mobile phones. It is expected that in 2026, the proportion of mobile phones will drop to 45%, and the proportion of other fields such as auto-assisted driving, medical care, and smart security will increase.