This report looks into global camera phone module sector with the view of competition and cooperation between upstream and downstream of the sector, analyzes enterprises' status and competition patterns, relations between camera module manufacturers and lens module, CCD sensor module, CMOS sensor module, back-end chip and FPC manufactures. Revealed problems and opportunities in camera phone module sector, moreover, it analyzed global camera phone module technology, market status and trends, providing detailed information to those enterprises aiming to enter this industry.
Taiwan of China dominates the world camera phone module assembly market.
The top 3 world camera module assembling companies - PRIMAX, PREMIER and CHICONY are all Taiwan-based, and they take 40% of the total world market share. With other Taiwan-based assembling manufacturers, Taiwan-based companies controlled over 60% of the world camera phone module-assembling sector. However, as a downstream sector and because of the relatively low technological contents, most enterprises just gain a poor profit by the large production scale with cost-cut of components.
CCD sensor module is dominated by the manufactures from Japan, while CMOS sensor by the manufacturers from US and South Korea.
Over 90% of the CCD module market share is occupied by Japanese manufacturers, and used mainly in digital cameras and Japanese domestic camera phones. Led by SONY, PANASONIC and SHARP; modules that over 2 mega pixels often adopt CCD sensor. CMOS sensor module is led by OMNIVISION, AGILENT and MICRON, followed by SAMSUNG, HYUNDAI, PIXART, and IC MEDIA, and usually lowers than 2 mega pixels.
American manufacturers dominate the back-end chip market.
Similar to mobile handset's baseband chip, back-end chip, exclusively used for information process, is led by TI, QUALCOMM, ZORAN, followed by RENESAS, ZTE. And LINGYANG, SONGHAN, HUABANG, ZHAOHONG, HUAJIN are also active manufacturers, all of those companies account for over 65% of total world market share.
Plastic lens module is led by Taiwan manufacturers, while glass lens monopolized by Japanese enterprises.
FPC production is divided upby Japan, America, and East Asia.
Japan accounts for 35% of world FPC output, while America accounts for 32%, and Asia (exclude Japan) accounts for 19% (Taiwan 7%, and Thailand 6%). Japanese companies include MEKTRON, SMITOTO, FUJIKURA, NITTO, etc. American companies include PARLOX, SHELDAHL, ADFLEX, etc. Although the single cost of FPC is low, while the profitability is high)
Current available modules in the market are 0.3 mega pixels, 1.3 mega pixels and 2 mega pixels. The 1.3 mega pixels will still be the mainstream in the first half of 2005, 2.0 mega pixels will be mainstream in the later half of 2005 and 2006. Lens technology is the key point to increase pixel, glass lens will become mainstream, and represents a great potential in optical zooming sector.
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