Foundry production capacity tight CIS supply is not smooth

Recently, the market has announced that due to tight production capacity at the foundry, some suppliers of CMOS image sensors (CIS) have been unable to provide supplies, and manufacturers with their own production capacity are expected to receive more orders.

Among them, Aptina received orders from competitors in the fourth quarter of 2010 due to the support of Micron Technology. This benefit is still visible in the first quarter of 2011.

Not only is the use of CCD image sensors in digital cameras (DSCs) to drive demand for CMOS image sensors, image sensors such as smartphones and tablets are pushing up market demand. source. Not only did the shipment of handheld devices with front-illuminated (FSI) handsets surged, but the trend in product designs incorporating back-illuminated (BSI) image sensors also began to surface, making the supply of related CMOS image sensors tight.

According to the Techno Systems Research study, the proportion of mobile main camera in the back-illuminated CMOS image sensor is expected to grow from 10% in 2011 to 20% in 2013. At this stage, not only back-illuminated products were launched by OmniVision Technologies, but also Aptina followed up with 1.1-micron and 1.4-micron pixel pitch back-illuminated image sensors. Aptina stated that the company is still working with Micron to provide support for back-illuminated product capacity before the third quarter of 2011.

For the current supply of CMOS image sensors, people in the industry believe that because of TSMC and so on! The capacity of the fabs was tight, which led to the supply of products such as OmniVision being in short supply, and those with fab supporters were more advantageous. It is expected that the tight production capacity at the wafer end could not be resolved in the first half of 2011.

For market supply and demand, Taiwan-based supplier Hengjing Technology has stated that the shortage of CMOS image sensors is severe. A and the company will actively strive for production capacity to meet customer needs.

OmniVision's current supply situation is indeed unfavorable, and it also gives other suppliers such as Aptina the opportunity to get more orders.

In addition, it is worth noting that Sony Corp., Japan's largest manufacturer, is expected to invest approximately 100 billion yen (approximately US$ 1.21 billion) in the 2011 fiscal year (April 2011-March 2012) and will use CMOS image sensors. The total production capacity of the product is increased to 2 times of the existing production capacity, and Sony has already bought back the Toshiba-owned factory site in Nagasaki Prefecture, Japan. The company is actively deploying. In this regard, the market interprets, Sony in addition to consolidation of the digital camera market, its main purpose is to win the smart phone market, and its greatest possibility is to actively enter the Apple (Apple) supply chain, for CMOS image sensor product orders.