In 2023, the mobile phone CIS market revenue exceeded 14 billion US dollars, and

In 2023, the mobile phone CIS market revenue exceeded 14 billion US dollars, and

The weakness of Chinese smartphone OEMs has affected the CIS orders of Omnivision and GalaxyCore.

According to the latest research from TechInsights' Sensor Semiconductor Channel, the smartphone image sensor market size experienced a slight growth in 2023, with total revenue exceeding $14 billion. The research report points out that slow demand and high CIS inventory have limited the recovery in the first half of 2023. However, the end of 2023 showed strong performance with inventory normalization and an increase in seasonal demand from customers.

One of the main highlights of the image sensor market is the robust demand for new high-end large-format and high-resolution CIS products in the high-end and ultra-high-end smartphone markets. TechInsights' smartphone CIS model research also indicates that the demand for products with small pixel pitch remains high, especially in multi-camera applications.

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In terms of ranking, Sony holds a dominant 55% market share, followed by Samsung System LSI with less than 25%, and Omnivision (Omnivision) ranks third.

In 2023, Sony established a strong leadership position in the image sensor market with a revenue share of over 55%. The supplier benefited from the demand for high-end smartphones, allowing it to dominate the CIS supply chain with its premium large-format CIS product portfolio. Sony's CIS product portfolio has greatly improved with the introduction of double-transistor pixel mobile CIS products in top-tier smartphone customer devices.

Affected by the inventory adjustments of its major customers, Samsung System LSI experienced a decline in demand for its bulk CIS products, but the supplier dominated the shipment of high-resolution CIS products, including 50MP and 200MP CIS, during this period.

TechInsights noted that the weakness of Chinese smartphone OEMs has impacted the CIS orders of Omnivision and GalaxyCore. However, in the second half of 2023, Omnivision made significant progress with a series of design wins for its high-resolution 50MP CIS products.TechInsights has noted that the market demand for 50-megapixel CIS is approaching saturation. SK Hynix will continue to increase the supply of its 50-megapixel CIS products. In addition to OmniVision, SmartSens will become another supplier of 50-megapixel CIS for Chinese smartphone OEMs. GalaxyCore, which dominates the supply of low-pixel products, has now begun to offer high-resolution CIS products.

Sony: Q3 fiscal quarter PS5 sales reach 8.2 million units, chip business profit increases by 18%

In February of this year, Sony released its latest financial report, showing a 10% increase in operating profit for the third quarter, exceeding the expectations of many analysts.

Sony stated last year that it was considering partially spinning off its financial services business and expressed plans to list Sony Financial Group in October 2025. Sony added that it would retain a stake of just under 20% in the financial services business.

As the inventor of the Walkman, Sony has transformed from an electronics manufacturer into an entertainment and technology giant spanning movies, music, games, and chips.

Profits for October to December amounted to 463.3 billion yen (approximately $3.08 billion), surpassing the average analyst expectation of 428 billion yen. Sony stated that the third quarter is a crucial end-of-year shopping season, with PlayStation 5 sales reaching 8.2 million units, compared to 7.1 million units in the same period last year.

Investors are closely monitoring signs of weakening sales momentum for gaming consoles. Sony had stated that its sales target for the PS5 in the current fiscal year is 25 million units, but cumulative sales by the end of December stood at 16.4 million units.

Due to increased hardware losses from promotions and decreased sales of first-party games, the operating profit of the gaming business fell by about a quarter.

Sony stated that the profit of its chip division increased by 18% due to increased sales of image sensors. TSMC recently announced that it will collaborate with Sony and other companies to build a second wafer fab in Japan.Supply Chain Reports 50% Increase in Huawei P70 Orders: Massive Stockpiling of OmniVision CIS

Following Huawei's iteration strategy, the next top flagship after the Mate 60 series will be the all-new Huawei P70 series, which is expected to launch at least three models simultaneously: the P70, P70 Pro, and P70 Art. These are anticipated to be unveiled in March. To date, there have been numerous leaks regarding the appearance and specifications of these models. Now, the latest news comes from a digital blogger who has further revealed details about the stockpiling of these models.

According to the latest information released by the well-known digital blogger @FocusDigital, exclusive news from the supply chain indicates that Huawei has recently increased its P70 orders by 50%, demanding a significant stockpiling of OmniVision CIS (CMOS Image Sensors). Moreover, since the beginning of this year, OmniVision CIS has been in high demand, with all production lines running 24 hours a day without interruption. This clearly demonstrates Huawei's confidence in the P70 series. Combining previous leaks, the Huawei P70 series will feature a new main camera with a variable aperture from OmniVision OV50H, a 50-megapixel sensor with a pixel size of 1.2 µm, a large 1/1.3-inch sensor, and technology that combines a large aperture with a variable aperture.

In other aspects, according to previously exposed information, the new Huawei P70 series will adopt a 1.5K new micro-curved eye-protection screen and will be equipped with a new chipset from HiSilicon, tentatively named "Kirin 9010." Compared to the previous generation Kirin 9000S, the overall performance is expected to see a significant improvement. The series will feature a triple main camera setup on the back, with all three main cameras using large sensor solutions. The standard version will be equipped with the OV50H sensor, while the P70 Pro/Art will use the very familiar 1-inch large sensor—Sony IMX989, which supports variable aperture. Additionally, the series will also adopt an "exclusively polished" 4X periscope telephoto lens.It seems like there is no text provided for translation. Please provide the text you would like translated into English, and I will be happy to assist you.