According to Yole Développement (Yole), the compact-camera module (CCM) industry use to be a very fragmented market place, however, it is moving slowly towards the consolidation phase with significant technology changes and supply chain evolution. In 2016, this ecosystem showed 10 companies beyond $1 billion in revenue. Within the CMOS image sensor (CIS) market segment for CCM applications, the three main players are sharing 75% of the total market. The CCM industry revenue was US$23.4 billion in 2016 and is expecting to reach US$ 46.8 billion in 2022.
Nevertheless, the CCM supply chain still appears as a complex industry: Yole’ analysts identified some overlaps between the activities of CCM sub components companies. As an example, lens manufacturing and module assembly remains the last overlapping market segments. By the way, mastering the full CCM technology set has become almost impossible. Adding to the complexity of the ecosystem and due to the evolution of these technologies, illumination parts will enter in the ecosystem.
Two reports are now available: Camera Module Industry Market and Technology Trends and Camera Module Physical Analyses Overview. “CCM industry will continue to be driven by technology”, asserts Pierre Cambou, Activity Leader at Yole. “New technologies are serving demanding applications, in a market hungry for technology performance.”
Smartphone manufacturers and car makers are integrating more and more functionalities. Rear facing and front facing, CIS, OIS and lens. All are art of the Yole Group of companies under analyses.
Since the last reports performed by System Plus Consulting and Yole, the CCM industry has completely changed: more and more innovative functionalities have been integrated in smartphones and the growing automotive market segment is also looking for new approaches. In 2017 the CCM reports are providing renewed analysis and a track of the specification metrics. They are offering valuable insights about the market evolution and the technology choices made by the main players. For more details, contact Yole Développement.