半导体行业观察·2025-05-31 02:21Core Insights - The global smartphone CMOS image sensor (CIS) shipment is expected to grow by 2% year-on-year in 2024, reaching 4.4 billion units [1][4] - Sony remains the market leader, followed by GalaxyCore and OmniVision [1][4] Group 1: Market Predictions - The average number of cameras per smartphone is projected to decrease from 3.8 in 2023 to 3.7 in 2024 [4] - The increase in CIS shipments is driven by a recovery in end-market demand [4] - The average selling price (ASP) of CIS is expected to rise due to advancements in technologies like LOFIC and multispectral imaging [6] Group 2: Company Performances - Sony's shipment volume has slightly increased due to improved production yields and higher demand for premium smartphones [4] - GalaxyCore's shipment volume has surged by 34% year-on-year, attributed to its cost efficiency and transition to a light wafer fab model [4][5] - OmniVision anticipates a 14% year-on-year growth in shipments, supported by the success of its 50MP image sensor [5] Group 3: Market Dynamics - SK Hynix plans to exit the CIS business by March 2025, potentially creating new growth opportunities for Chinese suppliers like GalaxyCore and OmniVision [5] - Geopolitical tensions and macroeconomic uncertainties are expected to pose challenges to the global smartphone market, leading to a slight decline in CIS shipments in 2025 [6]