2009-2010年全球及中国CMOS相机模组行业研究报告 >> 水清木华研究中心

　　手机相机模组的产业链异常复杂。手机相机模组产业链上三个核心点，一是CMOS图像传感器，二是光学镜头，三是模组组装厂家。随着手机相机像素的上升，封装厂家也显得日益重要，而模组组装厂家日益落寞。CMOS图像传感器厂家可以结合光学元件，并经过特殊封装后直接出货给手机制造厂家；也可以经过专业封装厂家之后出货给模组组装厂家。CMOS图像传感器厂家也可以以未切割晶圆的形式出货给COB封装的模组厂家。光学元件厂家有些也有能力做COB型的模组组装。

　　CMOS图像传感器厂家通常有三类，一类是晶圆大厂的关联公司，另一类就是大型的IDM企业，第三类是传统的数码相机厂家。Omnivision和全球第一大晶圆代工厂关系密切，两者有两个合资公司。Aptina前身是内存大厂MICRON的子公司，晶圆代工都是由MICRON负责。SETI则是东部安南晶圆代工厂的关联公司。三星、东芝、STMICRO则是IDM。第三类是传统的数码相机厂家，生产高性能的CMOS图像传感器，产量很低，单价很高，主要有索尼和佳能。夏普、柯达、富士也有生产能力。CMOS图像传感器必须依靠晶圆厂才能稳定生产和降低成本，晶圆厂也可以用CMOS图像传感器业务填补8英寸晶圆厂产能，两者双赢。如果是纯粹的IC设计公司，则毫无竞争力可言。

　　镜头领域属于光学元件领域，光学元件需要累积深厚的制造工艺经验，门槛很高，毛利率也很高。很多电子类超级大厂家试图打通垂直供应链，但在光学领域尤其困难。不仅门槛很高，光学厂家高度依赖人力资源，绝少愿意被收购。FUJINON是富士胶卷旗下一员，在300万像素以上手机镜头领域市场占有率超过50%。KMOT是柯尼卡美能达的光学元件部门，和富士胶卷一样，是知名光学大厂，同样专注于高端产品。大立光和亚光都得到日本厂家的技术支援。尤其亚光，日本的Sekon、OLYMPUS、理光、尼康、索尼都曾经在技术上提携亚光或与其建立合资公司。大立光则与智能相机厂家关系密切，APPLE、HTC、RIM三大智能手机大厂是其忠实客户。KANKATSU、TAMRON、日立万胜三者都是日本厂家，前两者都是传统相机镜头厂家。

2009年手机相机镜头厂家市场占有率

　　手机相机模组厂家通常分三大类。第一类是CMOS图像传感器大厂，为整合资源，扩展垂直体系而建立模组厂家。东芝在2007年底以前还将大部分相机模组业务委托其他厂家完成，2008年以后就在岩手县的半导体工厂内部完成相机模组业务。夏普则是CCD相机模组的大厂，累积的经验很丰富，月产能大约980万套。STMICRO也是如此，拥有领先的CMOS图像传感器技术。三星也是如此，三星经一部分模组业务委托给三星电机，一部分自己完成。

　　第二类是手机代工厂或手机、笔记本电脑零组件厂家。鸿海、比亚迪、VISTAPIONT都是手机代工大厂。再有就是比较小的手机零组件厂家，通常拥有LCD领域的经验，在无尘室方面具备资源，如LG INNOTEK、信利半导体、ALPS。群光则是全球第一大笔记本电脑键盘厂家，差不多垄断了笔记本电脑相机模组业务。第三类是专业的光电领域的厂家，如KMOT和敦南。

Cell phone camera module characterizes an exceptionally complicated industrial chain which has three cores, namely CMOS image sensors, optical lens, module assembly factories. With the growing pixels of cell phone camera, packaging manufacturers have been playing increasingly important roles, while module assembly factories are on the wane. CMOS image sensor manufacturers can not only deliver products to cell phone manufacturers directly by integrating optical components and adopting special packaging; but also deliver products to module assembly factories after professional packaging firms fulfill packaging; besides, they can choose to deliver products in the form of uncut wafers to COB module manufacturers. Yet, part of optical component manufacturers also has the ability to assemble COB modules.

Usually, CMOS image sensor manufacturers can be grouped into the three. First, the associated companies of wafer giants; second, large IDM companies; third, traditional digital camera manufacturers. Omnivision and the world's largest wafer foundry have close relationship, and they own two joint ventures. Aptina was formerly a subsidiary of MICRON that is a large memory vendor, and MICRON is a wafer OEM of Aptina now. SETI is an affiliated company of Dongbu Anamy. Samsung, Toshiba, STMICRO are IDMs. Traditional digital camera manufacturers, including Sony, Canon, Sharp, Kodak, Fuji, produce high-performance CMOS image sensors at small quantities and high prices. Only wafer fabs can guarantee the production of CMOS image sensors and help reduce the costs. Wafer fabs can make use of CMOS image sensor business to supplement the production capacity of 8-inch wafer fabs, so that both of them can win. A pure IC design company has no competitiveness at all.

Lens is included in optical components of which the production needs rich experience in the manufacturing process. It is difficult to enter the field, thought it will bring high gross profit margin. Many super-large electronics manufacturers try to get through vertical supply chain, but it is particularly difficult to do so in optical field. Additionally, optical manufacturers are highly dependent on human resources and rarely willing to be acquired. FUJINON which is subject to Fuji Film enjoys over 50% shares in 3-megapixel (or above) mobile phone camera market. KMOT is the optical components division of Konica Minolta; just like Fuji film, it is also a well-known optics maker and focuses on high-end products. Both of Largan and Asia Optical are supported by Japanese manufacturers in technology. Particularly, Japan's Sekon, Olympus, Ricoh, Nikon and Sony have given technical guidance to Asia Optical or established joint ventures with them. Largan is closely related to smart camera manufacturers; the three smart phone giants APPLE, HTC and RIM are Largan’s loyal clients. KANKATSU, TAMRON and Hitachi Maxell are Japanese manufacturers, and the former two are traditional camera lens manufacturers.

Market Shares of Cell Phone Camera Lens Manufacturers, 2009

Mobile phone camera module manufacturers are normally divided into three groups.

First, CMOS image sensor giants establish module factories in order to integrate resources and expand vertical systems. Before the end of 2007, Toshiba entrusted most of camera module business to other manufacturers. After 2008, it has always completed its camera module business in the semiconductor plant in Iwate. Sharp is a big producer of CCD camera module, with rich experience and monthly output of about 9.8 million units. STMICRO holds advanced CMOS image sensor technology. Samsung entrusts part of module business to Samsung Electro-Mechanics, while it fulfills the remaining part by itself.

Second, cell phone OEMs, mobile phone or laptop component manufacturers. Foxconn, BYD and VISTAPIONT are big cell phone OEMs. Besides, small manufacturers of cell phone components are as usual adept in LCD field, with resources in dust-free rooms, such as LG INNOTEK, Truly Semiconductors, and ALPS. Chicony is the world’s largest laptop keyboard manufacturer which almost monopolizes the laptop and camera module business.

Third, professional optoelectronic manufacturers, such as KMOT and Liteon.

第一章、CMOS相机模组现状与趋势
1.1、CMOS相机模组市场
1.2、CMOS相机模组封装
1.3、晶圆级CMOS相机模组
1.4、TSV封装
1.5、回流焊相机模组
1.6、手机相机模组产业链

第二章、CMOS相机模组下游市场
2.1、笔记本电脑市场
2.2、中国笔记本电脑市场规模
2.3、全球手机市场

第三章、CMOS图像传感器行业
3.1、CMOS图像传感器行业格局
3.2、三星/三星电机
3.3、意法半导体
3.4、夏普
3.5、东芝
3.6、OMNIVISION
3.7、APTINA

第四章、CMOS相机镜头
4.1、CMOS相机镜头行业格局
4.2、大立光
4.3、亚光
4.4、舜宇
4.5、三星TECHWI
4.6、FUJINON
4.7、KMOT
4.8、KANKATSU
4.9、SEKONIX
4.10、MCNEX
4.11、TAMRON
4.12、日立万胜
4.13、玉晶光电
4.14、凤凰光学

第五章、相机模组组装
5.1、相机模组组装行业格局
5.2、敦南
5.3、群光
5.4、VISTA POINT TECHNOLOGIES
5.5、鸿海
5.6、LG INNOTEK
5.7、三美电机
5.8、信利光电
5.9、比亚迪光电

第六章、VCM音圈马达
6.1、音圈马达简介
6.2、音圈马达行业格局
6.3、SHICOH
6.4、HYSONIC
6.5、电产三协

1 Status Quo and Trends of CMOS Camera Module
1.1 Market
1.2 Packaging
1.3 Wafer-based CMOS Camera Module
1.4 TSV Packaging
1.5 Reflow Soldering Camera Module
1.6 Cell Phone Camera Module Industry Chains

2 CMOS Camera Module Downstream Market
2.1 Laptop Market
2.2 China Laptop Market Scale
2.3 Global Cell Phone Market

3 CMOS Image Sensor Industry
3.1 Industrial Patterns
3.2 Samsung / Samsung Electro-Mechanics
3.3 STMicroelectronics
3.4 Sharp
3.5 Toshiba
3.6 Omnivision
3.7 Aptina

4 CMOS Camera Lens
4.1 Industry Patterns
4.2 Largan
4.3 Asia Optical
4.4 Sunny Optical
4.5 Samsung Techwi
4.6 Fujinon
4.7 Kmot
4.8 Kankatsu
4.9 Sekonix
4.10 Mcnex
4.11 Tamron
4.12 Hitachi Maxell
4.13 Genius Electronic Optical
4.14 Phoenix Optics

5 Camera Module Assembly
5.1 Industry Patterns
5.2 Liteon
5.3 Chicony
5.4 Vista Point Technologies
5.5 Foxconn
5.6 LG Innotek
5.7 Mitsumi Electric
5.8 Truly Optoelectronics
5.9 BYD Optical

6 VCM Voice Coil Motor
6.1 Introduction
6.2 Industry Patterns
6.3 Shicoh
6.4 Hysonic
6.5 NIDEC Sankyo

2007-2013年全球CMOS相机模组出货量应用分布
2006-2012年CMOS相机模组封装类型
晶圆级CMOS相机模组示意图
晶圆级CMOS相机模组制造流程
2006-2012年TSV型CMOS图像传感器晶圆出货量
TSV封装的手机相机模组
CMOS图像传感器TSV路线图
东芝回流焊相机模组实物
支持回流焊的相机模组封装类型
支持回流焊的镜片类型
手机相机模组产业链
2009-2011年PC出货量
2003-2011年全球笔记本电脑出货量与年增速
2002-2009年3季度全球主要笔记本电脑厂家市场占有率统计
2009年3季度全球主要笔记本电脑厂家市场占有率
2003-2011年中国笔记本电脑市场出货量
2005年1季度-2009年2季度中国PC出货量
2005年1季度-2009年2季度中国笔记本电脑市场出货量
2007-2013年全球相机手机像素分布
2007-2013年自动对焦相机手机出货量
2007-2012年全球手机出货量
2007年1季度-2009年4季度全球手机出货量
2007年1季度-2009年4季度全球手机出货量地域分布
2007年1季度-2009年4季度全球手机出货量技术分布
2006-2010年全球CDMA/WCDMA手机出货量地域分布
2009年前3季度全球主要手机厂家出货量
2009年全球CMOS图像传感器厂家市场占有率（按出货量）
2009年全球CMOS图像传感器厂家市场占有率（按收入）
2009年手机领域全球CMOS图像传感器厂家市场占有率（按出货量）
2002-2009财年Omnivision出货量
2005-2010财年Omnivision收入与毛利率
2005-2010财年Omnivision收入与运营利润率
2008-2010年Omnivision收入地域分布
2008-2010年Omnivision资产地域分布
Omnivision供应链
2009财年1季度-2010财年1季度Omnivision产品下游应用比例
2004-2009财年美光科技收入与毛利统计
2006-2009财年MICRON收入产品分布
2009年手机相机镜头厂家市场占有率
2009年300万像素以上手机相机模组镜头厂家市场占有率
2009年100-300万像素手机相机模组镜头厂家市场占有率
2009年100万像素以下手机相机模组镜头厂家市场占有率
2004-2010年大立光收入与毛利率
2004-2010年大立光收入与运营利润率
2009年1季度-2010年4季度大立光收入与毛利率
2009年1季度-2010年4季度大立光收入与运营利润率
2005、2008、2009年大立光收入产品分布
2006-2010年大立光手机相机模组出货像素分布
2008年大立光客户分布
2009年大立光客户分布
2010年大立光客户分布
2004-2010年亚光收入与毛利率
2004-2010年亚光收入与运营利润率
2009年1季度-2010年4季度亚光收入与毛利率
2007-2009年亚光收入产品分布
2004-2010年舜宇收入与毛利率
2007-2009年上半年舜宇收入产品分布
2007-2009年上半年舜宇收入下游应用分布
舜宇主要客户
2007-2009年上半年舜宇产能与产能利用率
2005-2011年三星TECHWIN收入与毛利率
2009-2010年三星TECHWIN收入产品分布
2009年1季度-2010年4季度三星TECHWIN收入与运营利润率
2009年1季度-2010年4季度三星TECHWIN各部门收入
2009年1季度-2010年4季度三星TECHWIN各部门运营利润
KMOT 2005-2010财年收入与运营利润率
KMOT 2008年4季度-2009年4季度各部门收入分布
2002-2010年SEKONIX收入与毛利率
MCNEX组织结构
2005-2010年MCNEX收入
MCNEX产能
MCNEX主要客户
2009-2010年MCNEX产品路线图
2006-2010年TAMRON收入与运营利润
2007-2010财年TAMRON收入产品分布
2007-2010财年TAMRON运营利润产品分布
2007-2011年凤凰光学收入与净利润
2009年全球手机相机模组组装厂家市场占有率
2009年诺基亚相机模组主要供应厂家所占比例
2009年三星相机模组主要供应厂家所占比例
2009年LG相机模组主要供应厂家所占比例
2009年索爱相机模组主要供应厂家所占比例
2009年摩托罗拉相机模组主要供应厂家所占比例
2003-2010年敦南收入与毛利率
2003-2010年敦南收入与运营利润率
敦南组织结构
2008-2010年敦南收入业务分布
2005-2010年群光收入与毛利率
2005-2010年群光收入与运营利润率
2008-2010年群光收入产品分布
2006-2011年LG INNOTEK收入与运营利润率
2009-2013年LG INNOTEK收入产品分布
2006-2010财年三美电机收入与运营利润
2009年3季度三美电机收入部门分布
信利半导体组织结构
信利光电产能
信利光电CSP能力
信利光电COB能力
信利光电手机相机模组路线图
信利光电笔记本电脑相继模组路线图
信利光电汽车用CMOS相机模组产品路线图
VCM直观图
VCM剖面图
2008-2009年全球手机相机用音圈马达主要厂家市场占有率
2006-2010年日本SHICOH收入与运营利润率
日本SHICOH组织结构
2006-2009年HYSONIC收入与运营利润率
采用HYSONIC产品手机一览
HYSONIC产品路线图
2005-2010财年日本电产三协收入与运营利润率
日本电产三协2008年3季度-2009年3季度VCM收入
2009年监控领域CMOS图像传感器厂家市场占有率
三星电机手机相机模组产品一览
意法半导体CMOS图像传感器产品一览
夏普CMOS照相模块产品一览
东芝CMOS图像传感器常见产品特性
Omnivision产品一览
2009年11家CMOS相机镜头厂家收入统计
普丽科技财务数据
2008年1季度-2009年4季度LG INNOTEK照相模组收入
2006-2010财年三美电机光学元件业务收入

Global CMOS Camera Module Shipment by Application, 2007-2013
Packaging Modes of CMOS Camera Modules, 2006-2012
Sketch Map of Wafer-based CMOS Camera Module
Manufacturing Process of Wafer-based CMOS Camera Module
TSV-type CMOS Image Sensor Wafer Shipment, 2006-2012
Cell Phone Camera Modules with TSV Packaging
TSV Roadmap of CMOS Image Sensors
Toshiba's Reflow Soldering Camera Modules
Camera Module Packaging Modes Supporting Reflow Soldering
Lens Supporting Reflow Soldering
Cell Phone Camera Module Industry Chains
PC Shipment, 2009-2011
Global Laptop Shipment and Growth Rate, 2003-2011
Market Shares of Major Laptop Manufacturers in the World, 2002-Q3 2009
Market Shares of Major Laptop Manufacturers in the World, Q3 2009
China’s Laptop Shipment, 2003-2011
China’s PC Shipment, Q1 2005-Q2 2009
China’s Laptop Shipment, Q1 2005-Q2 2009
Global Distribution of Cell Phones with Cameras by pixel, 2007-2013
Shipment of Cell Phones with Auto Focus Cameras, 2007-2013
Global Cell Phone Shipment, 2007-2012
Global Cell Phone Shipment, Q1 2007-Q4 2009
Global Cell Phone Shipment by Region, Q1 2007-Q4 2009
Global Cell Phone Shipment by Technology, Q1 2007-Q4 2009
Global CDMA / WCDMA Cell Phone Shipment by Region, 2006-2010
Shipment of Major Cell Phone Manufacturers in the World, Q1-Q3 2009
Market Shares of CMOS Image Sensor Manufacturers in the World (by Shipment), 2009
Market Shares of CMOS Image Sensor Manufacturers in the World (by Revenue), 2009
Market Shares of CMOS Image Sensor Manufacturers in Cell Phone Field in the World (by Shipment), 2009
Shipment of Omnivision, FY2002-FY2009
Revenue and Gross Profit Margin of Omnivision, FY2005-FY2010
Revenue and Operating Profit Margin of Omnivision, FY2005-FY2010
Revenue of Omnivision by Region, 2008-2010
Geographical Distribution of Omnivision’s Assets, 2008-2010
Supply Chain of Omnivision
Omnivision’s Products in Downstream Application, Q1 2009FY-Q1 2010FY
Revenue and Gross Profit of Micron, 2004-2009
Revenue of Micron by Product, 2006-2009
Market Shares of Cell Phone Camera Lens Manufacturers, 2009
Market Shares of Cell Phone Camera Module Lens (above 3 megapixel) Manufacturers, 2009
Market Shares of Cell Phone Camera Module Lens (1-3 megapixel) Manufacturers, 2009
Market Shares of Cell Phone Camera Module Lens (below 1 megapixel) Manufacturers, 2009
Revenue and Gross Profit Margin of Largan, 2004-2010
Revenue and Operating Profit Margin of Largan, 2004-2010
Revenue and Gross Profit Margin of Largan, Q1 2009–Q4 2010
Revenue and Operating Profit Margin of Largan, Q1 2009–Q4 2010
Revenue of Largan by Product, 2005, 2008 & 2009
Cell Phone Camera Module Shipment of Largan by Pixel, 2006-2010
Largan’s Clients, 2008
Largan’s Clients, 2009
Largan’s Clients, 2010
Revenue and Gross Profit Margin of Asia Optical, 2004-2010
Revenue and Operating Profit Margin of Asia Optical, 2004-2010
Revenue and Gross Profit Margin of Asia Optical, Q1 2009-Q4 2010
Revenue of Asia Optical by Product, 2007-2009
Revenue and Gross Profit Margin of Sunny Optical, 2004-2010
Sunny’s Revenue by Product, 2007-H1 2009
Sunny’s Revenue by Application, 2007-H1 2009
Sunny’s Major Clients
Production Capacity and Capacity Utilization of Sunny, 2007-H1 2009
Revenue and Gross Profit Margin of Samsung Techwin, 2005-2011
Revenue of Samsung Techwin by Product, 2009-2010
Revenue and Operating Profit Margin of Samsung Techwin, Q1 2009-Q4 2010
Revenue of Samsung Techwin by Department, Q1 2009-Q4 2010
Operating Profit Margin of Samsung Techwin by Department, Q1 2009-Q4 2010
Revenue and Operating Profit Margin of KMOT, FY2005-FY2010
Revenue of KMOT by Department, Q4 2008-Q4 2009
Revenue and Gross Profit Margin of SEKONIX, 2002-2010
Organizational Structure of MCNEX
Revenue of MCNEX, 2005-2010
Production Capacity of MCNEX
Major Clients of MCNEX
Product Roadmap of MCNEX, 2009-2010
Revenue and Operating Profit Margin of TAMRON, 2006-2010
Revenue of TAMRON by Product, FY2007-FY2010
Operating Profit Margin of TAMRON by Product, FY2007-FY2010
Revenue and Net Profit of Phoenix Optics, 2007-2011
Market Shares of Cell Phone Camera Module Assembly Factories in the World, 2009
Major Camera Module Suppliers of Nokia, 2009
Major Camera Module Suppliers of Samsung, 2009
Major Camera Module Suppliers of LG, 2009
Major Camera Module Suppliers of Sony Ericsson, 2009
Major Camera Module Suppliers of Motorola, 2009
Revenue and Gross Profit Margin of Liteon, 2003-2010
Revenue and Operating Profit Margin of Liteon, 2003-2010
Liteon’s Organizational Structure
Revenue of Liteon by Business, 2008-2010
Revenue and Gross Profit Margin of Chicony, 2005-2010
Revenue and Operating Profit Margin of Chicony, 2005-2010
Revenue of Chicony by Product, 2008-2010
Revenue and Operating Profit Margin of LG Innotek, 2006-2011
Revenue of LG Innotek by Product, 2009-2013
Revenue and Operating Profit Margin of Mitsumi Electric, FY2006-FY2010
Revenue of Mitsumi Electric by Department, Q3 2009
Organizational Structure of Truly Semiconductors
Production Capacity of Truly Optoelectronics
CSP Capacity of Truly Optoelectronics
COB Capacity of Truly Optoelectronics
Cell Phone Camera Module Roadmap of Truly Optoelectronics
Laptop Camera Module Roadmap of Truly Optoelectronics
Automotive CMOS Camera Module Roadmap of Truly Optoelectronics
Visual View of VCM
Cross-sectional View of VCM
Market Shares of Major Voice Coil Motor (For Cell Phone Camera) Manufacturers in the World, 2008-2009
Revenue and Operating Profit Margin of Japan Shicoh, 2006-2010
Organizational Structure of Japan Shicoh
Revenue and Operating Profit Margin of Hysonic, 2006-2009
Cell Phones with Hysonic’s Products
Roadmap of Hysonic’s Products
Revenue and Operating Profit Margin of Japan NIDEC Sankyo, 2005-2010
VCM Revenue of Japan NIDEC Sankyo, Q3 2008-Q3 2009
Market Shares of CMOS Image Sensor Manufacturers in Monitoring Field, 2009
Cell Phone Camera Modules of Samsung Electro-Mechanics
CMOS Image Sensors of STMicroelectronics
Sharp’s CMOS Camera Modules
Common Features of Toshiba’s CMOS Image Sensors
Omnivision’s Products
Revenue of 11 CMOS Camera Lens Manufacturers, 2009
Financial Data of Puli Technology
Revenue of LG Innotek in Camera Module Business, Q1 2008-Q4 2009
Revenue of Mitsumi Electric in Optical Components Business, FY2006-FY2010