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失去大量华为订单后索尼CMOS份额已快速下滑 - 站长搜索
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失去大量华为订单后索尼CMOS份额已快速下滑

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2021-08-14 11:44:39 转载来源: 快科技

调研机构Yole Development给出了一份全球CIS市场的最新份额统计,所谓CIS即CMOS图像传感器。结果显示,在2020年,索尼CMOS的市场份额为40%,仍是第一

调研机构Yole Development给出了一份全球CIS市场的最新份额统计,所谓CIS即CMOS图像传感器。

结果显示,在2020年,索尼CMOS的市场份额为40%,仍是第一。三星22%份额排名第二,豪威以12%列第三名。4~10名分别是意法半导体、格科微、安森美、SK海力士、松下、思特威和佳能。

可以看到,中国厂商有三家,合计份额大概17%左右。对比2019年,可以明显看到索尼份额的下滑,三星份额的增加,同样豪威也争取到了更大的市场占比。

其实索尼的销售额并没有下滑,而是保持平稳,但三星的销售额增长了13%,此消彼长,索尼份额跌去2%。

据悉,三星从2002年开始投入CMOS生产,2014年之前都是全球第三,在索尼和豪威之后,随后反超。不过,在2018年之前,三星的份额都在20%以下。

索尼CMOS业务之所以没有实现预期增长,甚至在自己的财报中营收下滑5%,主要原因是大客户华为手机业务滑坡,对其造成了明显冲击,其它厂商并不足以弥补缺口。另外,仔细观察的话不难发现,三星CMOS在如今手机产品尤其是旗舰产品上出镜率越来越高。

毕竟,去年整个CIS市场的出货,72%都依赖智能手机。

不过,索尼曾提出要在2025年拿下60%的份额,现在看起来难度不小,三星包括豪威都穷追不舍。

标签: 失去 大量 华为 订单 索尼 CMOS 份额 快速 下滑


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