Monday, 19 May 2014

Research and Markets: Global and Chinese CMOS Camera Module Industry ...

DUBLIN–(BUSINESS WIRE)–Research and Markets (

has announced the addition of the “Global

and Chinese CMOS Camera Module Industry Report, 2013-2014″

report to their offering.

In 2013, the CMOS camera module market size attained approximately

USD13.7 billion, up 18.9% from 2012; but in 2014, it will shrink

greatly, up merely 6.7% to USD14.6 billion. The market competition

became fiercer in 2013, especially the price wars; therefore, almost all

of CMOS camera modules saw a decline of about 2 percentage points in

gross margin.

Japan Konica-Minolta is the first one that exits from the fields of CMOS

camera modules and mobile phone cameras due to unbearable falling

profits. O-film, a company in Mainland China, has invested RMB2 billion

in CMOS camera modules. As the world’s largest film-based touch screen

vendor, O-film has extensive customer resources, and it intends to enter

the CMOS camera module field with competitive prices in order to become

the largest camera module company in Mainland China. O-film’s gross

margin was less than 6% in 2013.

South Korea Cowell performed most outstandingly in 2013 with the annual

revenue growth rate of 148%. With the main production base located in

Dongguan, China, Cowell acted as Apple’s core supplier in 2013. Apple

supported Cowell to reduce the dependence on Sharp and LG INNOTEK. In

2013, Cowell’s revenue and profit surged. However, not every Apple’s

supplier was lucky. Primax specializing in Apple’s low-end products

witnessed dropping gross margin.

Largan nearly monopolizes the non-Korean 13MP camera market which is

characterized with high technical threshold and high patent threshold,

occupying an unparalleled position. The second-ranked Genius suffered

losses in 2013. In 2014, Sunny acquired the assets of Konica-Minolta in

Shanghai, so that its optical lens technology is expected to be greatly

improved, but it still can not threaten Largan. Largan continues

capacity expansion in 2014, but mainly in Taiwan, and it will cut down

the capacity in Mainland China owing to labor costs.

In 2014, OIS (Optical Image Stabilizer) is still a hot topic in the CMOS

camera module field. Samsung AFA’s core supplier JAHWA is not able to

provide enough OIS capacity to meet the demand of Samsung, and Samsung

is reluctant to commission non-core providers to offer OIS, because

Samsung needs to master its supply chain perfectly. Samsung may not

launch a large number of OIS mobile phones in future.

Nevertheless, Apple may use OIS on iPhone6. The core OIS supplier Sharp

is also Apple’s core supplier in camera modules and screens. Another

core OIS supplier LG INNOTEK is Apple’s core supplier as well.


1. Analysis on CMOS Image Sensor Industry

2. Analysis on Lens Industry

3. Analysis on CMOS Camera Module Industry

4. Development Trends of OIS

5. CMOS camera Module Downstream Market

6. Seven CIS Vendors

7. 15 Lens Vendors

8. 20 CMOS Camera Module Vendors

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