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More reasons of Sony-Samsung cartel
  • Manufacturing process technology is similar to DRAM, so CIS expansion is usually done in Samsung by using old used DRAM equipment

    This is main Sony reason of joining cartel, as Japanese silicone capabilities are quickly deteriorating and Samsung is huge DRAM manufacturer thst can make sensors very cheap due to saving on equipment (and Sony can't).

    Samsung CIS production capacity is now close to Sony and will soon significantly surpass Sony.

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    Sony perfectly know huge dangers of much bigger company who has source of almost free equipment.

    • Samsung's Non-Memory Division revenue breakdown by product: Foundry 41%, CIS 19%, DDI 15%, AP 23%
    • Cumulative growth since 2010: Foundry + 1,053%, CIS +457%, DDI 60%, AP +229%

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    • Cumulative growth forecast for 2018-2021: Foundry +63%, CIS +87%, DDI -3%, AP +14%

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    Via http://www.paxnet.co.kr/WWW/data/researchCenter/attach/20190522132833147.pdf

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  • 2 Replies sorted by
  • The upgrade of 48M and above pixels accelerated, with a market share of about 9% in the third quarter. Among them, Sony accounts for approximately 41%, Samsung accounts for approximately 56%, and OV accounts for approximately 3%. Due to the accelerated replacement of 48M and the insufficient production capacity of high-resolution camera sensor wafers, Sigmaintell expects supply shortages from Q4 to Q1 2019. According to Sigmaintell data , global shipments of 48M camera sensors will exceed 450 million units in 2020.

    For modern mobile sensors cartel now control 97% of the market.

    Some predictions:

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  • And now this have this

    Sony Corp. is working around the clock to manufacture its in-demand image sensors, but even a 24-hour operation hasn’t been enough.

    For the second straight year, the Japanese company will run its chip factories constantly through the holidays to try and keep up with demand for sensors used in mobile phone cameras, according to Terushi Shimizu, the head of Sony’s semiconductor unit.

    “Judging by the way things are going, even after all that investment in expanding capacity, it might still not be enough,” Shimizu said in an interview at the Tokyo headquarters. “We are having to apologize to customers because we just can’t make enough.”

    Something is up here, Sony seems to be very afraid by latest Samsung moves and want at all costs assure their clients that total demand is astonishing.