2010年全球及中国CMOS摄像模组产业研究报告 >> 水清木华研究中心

　　2010年CMOS摄像模组产值相较2009年大幅度增加，驱动力来自三方面。一是手机摄像像素值大幅度增加，200万像素成为主流；预计2011年，300万像素将成为主流；预计2013年，500万像素将成为主流。二是智能手机出货量大幅度增加，智能手机的照相像素普遍高于普通手机，平均像素超过300万像素。三是3G网络的全面推广使得视频通话成为可能，双摄像头手机大量上市。

　　2010年CMOS传感器领域，Omnivision依靠BSI技术获得苹果的青睐，成为iPhone的独家供应商。Omnivision出货量和收入都大幅度增长，运营利润增加15倍以上，业内第一名的位置得到进一步巩固。展望2011年，苹果二代iPad极有可能采用双摄像头，iPhone的出货量也会大幅度增加，苹果已经包下Omnivision的BSI产品。

　　BSI已经成为CMOS传感器的下一轮标准。索尼最早发明BSI技术，Omnivision依靠台积电将其发扬广大，三星、SETI、APTINA等厂家也纷纷转进BSI技术。在技术转换期，产能会无法满足需求，尤其是笔记本电脑用的CMOS传感器利润微薄，厂家都不愿意生产，需求最为紧缺。预计2011年全年CMOS传感器都会处于紧缺状态。

　　CMOS摄像模组用镜头领域，台湾企业越战越勇，日本企业出现退步。大立光继续巩固其业内霸主的地位，收入远远抛离第二名，大者恒大的局势非常明显。排名第二的亚洲光学依靠大陆子公司乙太光学而出货量大增。日本的企业一方面面临日元大幅度升值，另一方面要面临台湾企业的激烈竞争。日本企业都是百亿美元级企业，对于不足其收入1%的CMOS摄像模组用镜头不会给予多少支持。如KMOT，2010年其CMOS摄像模组用镜头收入大幅度萎缩至2009年的1/3，富士能也有稍微下降。其余几家日本企业都有退出此领域的可能。

　　2010年的CMOS摄像模组用镜头市场，表现最惊艳的是玉晶光电。这家企业在2005年依靠摩托罗拉的V3 而风光无限，2006-2009年连续4年巨亏。但玉晶光电在2009年下半年通过了苹果的供应商认证，成为苹果CMOS摄像模组用镜头第二供应商商，2010年收入大幅度增加近250%。预计玉晶光电2011年收入将比2009年增加超过5倍还多，毛利率从-3%一举提高到22%。

　　2010年CMOS摄像模组组装领域波澜不惊，富士康依然一家独大，光宝将敦南的CMOS摄像模组组装产能转移到光宝集团内部。三星电机和LG INNOTEK都提高了出货量，原本全球第一大的夏普沦落到全球第三，随着诺基亚出货量的萎缩，夏普的出货量还会下降。

2010年CMOS摄像模组用镜头主要厂家市场占有率（by shipment）

研究整理：水清木华研究中心

In 2010, the output value of CMOS camera module increased sharply over 2009, mainly attributable to the following three aspects:

Firstly, the pixel value of mobile phone camera has risen remarkably, and 2-megapixel has become the mainstream. It is expected that 3-megapixel will take the lead in 2011, and 5-megapixel will become the mainstream in 2013.

Secondly, the shipment of smartphone has increased substantially. The camera pixel value of smartphone exceeds 3-megapixel on average, which is far higher than that of ordinary mobile phones.

Thirdly, the all-round promotion of 3G network makes video call possible, bringing a lot of dual-camera mobile phones to the market.

In the field of CMOS sensor in 2010, Omnivision with BSI technology was hailed by Apple and became the exclusive supplier of iPhone. As a result, its shipment and revenue increased substantially, the operating profit increased by more than 15 folds, and its No.1 position in the industry has been further consolidated. In 2011, Apple iPad 2 will adopt dual cameras, and the shipment of iPhone will rise considerably. Apple has ordered all BSI products of Omnivision.

BSI has become a new standard of CMOS sensor. BSI technology was developed by Sony and further promoted by Omnivision through TSMC. Manufacturers like Samsung, SETI and APTINA are following suit. During the technology migration period, the capacity might fall short of the demand, especially in the case of the CMOS sensor for notebook, which makes meager profit and the manufacturers are reluctant to produce. It is expected that the supply of CMOS sensor will be pinched throughout 2011.

In the field of CMOS camera lens, Taiwanese enterprises are becoming stronger despite intensifying competition, while their Japanese counterparts lag behind. Largan Precision has consolidated its dominant position in the industry, way ahead the runner-up, Asia Optical, in revenue. Thanks to Ether Optronics, the mainland-based subsidiary, Asia Optical is getting increased in shipment. Japanese enterprises are engaged in the cut-throat competition with their Taiwanese peers while facing the pressure of JPY appreciation. Most Japanese enterprises are USD10 billion-level giants, and they won’t provide too much support for CMOS camera lens accounting for less than 1% of their revenue. Take KMOT for example, its revenue from CMOS camera lens business in 2010 shrunk to one third of 2009. The same went for Fujinon, and other Japanese enterprises might quit the field.

On the CMOS camera lens market in 2010, Genius Electronic Optical did a great job. In 2005, Genius Electronic Optical was acclaimed because of the glory of Motorola V3 series. In 2006-2009, Genius Electronic Optical suffered hard blows during the consecutive 4 years. But in the second half of 2009, Genius Electronic Optical passed the supplier authentication of Apple, becoming Apple’s second largest supplier of CMOS camera lens. In 2010, the revenue of Genius Electronic Optical rose by nearly 250%. And it is expected that the revenue of the enterprise in 2011 will increase by more than 5 folds over 2009, with the gross margin climbing up to 22% from -3%.

In the field of CMOS camera module assembly in 2010, Foxconn continued to be the leader in this industry. Both Samsung Electro-Mechanics and LG INNOTEK increased their shipment, shoving Sharp from the first place to the third place. With the contracted shipment of Nokia, the shipment of Sharp will decrease further.

Key CMOS Camera Lens Manufacturers by Shipment, 2010

Source: ResearchInChina

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
手机相机模组产业链
2007-2013年全球笔记本电脑出货量与增幅
2010-2011年全球主要笔记本电脑厂家出货量
2008-2012年NETBOOK、iPad、平板电脑出货量
2003-2011年中国笔记本电脑市场出货量
2009-2010年中国笔记本电脑主要厂家市场占有率按出货量
2010年全球笔记本电脑品牌厂家与代工厂家之间配套关系及出货比例
2011年全球笔记本电脑品牌厂家与代工厂家之间配套关系及出货比例
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
2007-2014年全球手机出货量
2008年1季度-2010年4季度每季度全球手机出货量与年度增幅
2007年1季度-2010年2季度每季度全球手机出货量地域分布
2007年1季度-2010年2季度每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
2010年1-4季度全球主要手机品牌出货量
2009年1季度-2010年3季度全球主要手机品牌收入市场占有率
2010年3季度全球智能手机操作系统出货量
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）
2009-2010年手机领域全球CMOS图像传感器厂家市场占有率（按出货量）
2009-2010年监控领域CMOS图像传感器厂家市场占有率
2007年1、2，2009年3、4季度、2010年4季度三星电机产品收入结构比例
2008年1季度-2010年4季度三星电机相机模组销售额与OMS部门运营利润
2010年三星电机手机相机模组收入像素分布
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
东芝CMOS图像传感器路线图
东芝硅穿孔相机模组示意图
2002-2011财年Omnivision出货量
2010财年1季度-2011财年2季度Monivision收入下游分布
2005-2011财年Omnivision收入与毛利率
2005-2011财年Omnivision收入与运营利润率
2008-2010财年Omnivision收入地域分布
2008-2010财年Omnivision资产地域分布
Omnivision产品一览
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
2006-2010财年MICRON收入产品分布
Aptina产品一览
2009年CMOS摄像模组镜头主要厂家市场占有率by shipments
2009年CMOS摄像模组镜头主要厂家市场占有率by revenue
2010年CMOS摄像模组镜头主要厂家市场占有率by shipments
2010年CMOS摄像模组镜头主要厂家市场占有率by revenue
2009-2010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
2011年中国CMOS摄像模组镜头厂家出货量预测
2004-2011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、2010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
大立光产品一览
2004-2010年亚光收入与毛利率
2004-2010年亚光收入与运营利润率
2007-2009年亚光收入产品分布
亚光手机相机模组产品一览
舜宇股权结构
2004-2010年舜宇收入与毛利率
2007-2010年上半年舜宇收入产品分布
2007-2010年上半年舜宇收入下游应用分布
2008-2010年上半年舜宇各事业部毛利率
舜宇主要客户
2007-2010年上半年舜宇产能
2007-2010年上半年舜宇产能利用率
舜宇手机相机模组产品一览
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
KANTATSU手机相机模组产品一览
2002-2011年SEKONIX收入与毛利率
2009-2011年SEKONIX收入产品分布
2008-2014年SEKONIX收入像素分布
SEKNOIX手机相机模组产品一览
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
MCNEX产品一览
2006-2011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
2005-2011年玉晶光电收入与毛利率
2005-2011年玉晶光电收入与运营利润率
2009-2011年玉晶光电收入像素分布
2009-2011年玉晶光电出货量像素分布
2009-2011年手机镜头平均价格
2009年1季度-2010年2季度玉晶光电收入像素分布
2007-2011年凤凰光学收入与净利润
凤凰光学手机相机镜头产品一览
2007-2010年高丽光学收入与运营利润
高丽光学路线图
2010年手机相机模组主要厂家出货量（百万）
2010年手机相机模组厂家与手机品牌间配套比例
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
2011年手机相机模组厂家出货量预测
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
敦南手机用CMOS照相模块产品一览
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
2009-2012年LG INNOTEK收入产品分布
2009年4季度-2010年4季度LG INNOTEK相机模组收入
2006-2011财年三美电机收入与运营利润率
2006-2010财年三美电机收入产品分布
2008年三美电机中国子公司简要财务数据
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
比亚迪相机模组产品一览
光宝科技组织结构
2005-2010年光宝收入与运营利润率
VCM直观图
VCM剖面图
2005-2010年思考电机收入与运营利润率
2006-2011年HYSONIC收入与运营利润
日本电产三协收入与运营利润率
电产三协2009年财年1季度-2010财年2季度收入与运营利润
2010财年电产三协收入产品分布

Global CMOS Camera Module Shipment by Application, 2007-2013
Packaging Modes of CMOS Camera Modules, 2006-2012
Schematic Diagram of Wafer-based CMOS Camera Module
Manufacturing Process of Wafer-based CMOS Camera Module
TSV-type CMOS Image Sensor Wafer Shipment, 2006-2012
Mobile Phone Camera Module Industrial Chain
Global Notebook Shipment and Growth Rate, 2007-2013
Shipment of Major Notebook Manufacturers in the World, 2010-2011
Shipment of Netbook, iPad and Tablet PC, 2008-2012
Notebook Shipment in China, 2003-2011
Market Shares of Major Notebook Manufacturers in China (by Shipment), 2009-2010
Relationship between Notebook Brands and OEMs in the World, 2010
Relationship between Notebook Brands and OEMs in the World, 2011
Global Distribution of Camera Phones by pixel, 2007-2013
Shipment of Mobile Phones with Auto Focus Cameras, 2007-2013
Global Mobile Phone Shipment, 2007-2014
Global Mobile Phone Shipment and Annual Growth Rate, Q1 2008-Q4 2010
Distribution of Global Mobile Phone Shipment by Region, Q1 2007-Q2 2010
Distribution of Global Mobile Phone Shipment by Technology, Q1 2007-Q2 2010
Distribution of Global CDMA / WCDMA Mobile Phone Shipment by Region, 2006-2010
Shipment of Major Mobile Phone Brands in the World, Q1-Q4 2010
Market Shares of Major Mobile Phone Brands by Revenue in the World, Q1 2009–Q3 2010
Global Shipment of Smart Phone Operating Systems, Q3 2010
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 Mobile Phone Field in the World (by Shipment), 2009-2010
Market Shares of CMOS Image Sensor Manufacturers in Surveillance Field in the World, 2009-2010
Revenue of Samsung Electro-Mechanics by Product, Q1-Q2 2007, Q3-Q4 2009, Q4 2010
Camera Module Sales Revenue of Samsung Electro-Mechanics and Operating Profit of Its OMS Division, Q1 2008-Q4 2010
Mobile Phone Camera Module Revenue of Samsung Electro-Mechanics by Pixel, 2010
Mobile Phone Camera Modules of Samsung Electro-Mechanics
STMicroelectronics’ CMOS Image Sensors
Sharp’s CMOS Camera Modules
Common Features of Toshiba’s CMOS Image Sensors
Roadmap of Toshiba’s CMOS Image Sensors
Schematic Diagram of Toshiba’s Through-Silicon-Via Camera Module
Shipment of Omnivision, FY2002-FY2011
Omnivision’s Revenue by Application, Q1 FY2010-Q2 FY2011
Revenue and Gross Margin of Omnivision, FY2005-FY2011
Revenue and Operating Margin of Omnivision, FY2005-FY2011
Revenue of Omnivision by Region, FY2008-FY2010
Distribution of Omnivision’s Assets by Region, FY2008-FY2010
Omnivision’s Products
Supply Chain of Omnivision
Omnivision’s Products by Application, Q1 FY2009-Q1 FY2010
Revenue and Gross Profit of Micron, FY2004-FY2009
Revenue of Micron by Product, FY2006-FY2010
Aptina’s Products
Market Shares of Major CMOS Camera Lens Manufacturers by Shipment, 2009
Market Shares of Major CMOS Camera Lens Manufacturers by Revenue, 2009
Market Shares of Major CMOS Camera Lens Manufacturers by Shipment, 2010
Market Shares of Major CMOS Camera Lens Manufacturers by Revenue, 2010
Market Shares of Mobile Phone Camera Lens (above 3 megapixels) Manufacturers, 2009-2010
Market Shares of Mobile Phone Camera Lens (1-3 megapixels) Manufacturers, 2009
Market Shares of Mobile Phone Camera Lens (below 1 megapixel) Manufacturers, 2009
Shipment of Chinese CMOS Camera Lens Manufacturers, 2011E
Revenue and Gross Margin of Largan, 2004-2011
Revenue and Operating Margin of Largan, 2004-2010
Revenue and Gross Margin of Largan, Q1 2009–Q4 2010
Revenue and Operating Margin of Largan, Q1 2009–Q4 2010
Revenue of Largan by Product, 2005, 2008, 2009 and 2010
Mobile Phone Camera Module Shipment of Largan by Pixel, 2006-2010
Largan’s Clients, 2008
Largan’s Clients, 2009
Largan’s Clients, 2010
Largan’s Products
Revenue and Gross Margin of Asia Optical, 2004-2010
Revenue and Operating Margin of Asia Optical, 2004-2010
Revenue of Asia Optical by Product, 2007-2009
Mobile Phone Camera Modules of Asia Optical
Shareholding Structure of Sunny
Revenue and Gross Margin of Sunny, 2004-2010
Sunny’s Revenue by Product, 2007-H1 2010
Sunny’s Revenue by Application, 2007-H1 2010
Gross Margin of Sunny by Division, 2008-H1 2010
Sunny’s Major Clients
Capacity of Sunny, 2007-H1 2010
Capacity Utilization of Sunny, 2007-H1 2010
Mobile Phone Camera Modules of Sunny
Revenue and Gross Margin of Samsung Techwin, 2005-2011
Revenue of Samsung Techwin by Product, 2009-2010
Revenue and Operating Margin of Samsung Techwin, Q1 2009–Q4 2010
Revenue of Samsung Techwin by Division, Q1 2009–Q4 2010
Operating Profit of Samsung Techwin by Division, Q1 2009–Q4 2010
Revenue and Operating Margin of Kmot, FY2005-FY2010
Mobile Phone Camera Modules of Kantatsu
Revenue and Gross Margin of Sekonix, 2002-2011
Sekonix’s Revenue by Product, 2009-2011
Sekonix’s Revenue by Pixel, 2008-2014
Mobile Phone Camera Modules of Sekonix
Organizational Structure of Mcnex
Revenue of Mcnex, 2005-2010
Production Capacity of Mcnex
Major Clients of Mcnex
Product Roadmap of Mcnex, 2009-2010
Mcnex’s Products
Revenue and Operating Profit of Tamron, 2006-2011
Revenue of Tamron by Product, FY2007-FY2010
Operating Profit of Tamron by Product, FY2007-FY2010
Revenue and Gross Margin of Genius Electronic Optical, 2005-2011
Revenue and Operating Margin of Genius Electronic Optical, 2005-2011
Revenue of Genius Electronic Optical by Pixel, 2009-2011
Shipment of Genius Electronic Optical by Pixel, 2009-2011
Average Prices of Mobile Phone Lens, 2009-2011
Revenue of Genius Electronic Optical by Pixel, Q1 2009-Q2 2010
Revenue and Net Income of Phenix Optics, 2007-2011
Mobile Phone Camera Lens of Phenix Optics
Revenue and Operating Profit of Kolen, 2007-2010
Roadmap of Kolen
Shipment of Major Mobile Phone Camera Module Manufacturers, 2010
Relationship between Mobile Phone Camera Module Manufacturers and Mobile Phone Brands, 2010
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
Shipment of Mobile Phone Camera Module Manufacturers, 2011E
Revenue and Gross Margin of Lite-On Semiconductor Corporation, 2003-2010
Revenue and Operating Margin of Lite-On Semiconductor Corporation, 2003-2010
Organizational Structure of Lite-On Semiconductor Corporation
Revenue of Lite-On Semiconductor Corporation by Business, 2008-2010
Mobile Phone CMOS Camera Modules of Lite-On Semiconductor Corporation
Revenue and Gross Margin of Chicony, 2005-2010
Revenue and Operating Margin of Chicony, 2005-2010
Revenue of Chicony by Product, 2008-2010
Revenue and Operating Margin of LG Innotek, 2006-2011
Revenue of LG Innotek by Product, 2009-2012
Camera Module Revenue of LG Innotek, Q4 2009-Q4 2010
Revenue and Operating Margin of Mitsumi Electric, FY2006-FY2011
Revenue of Mitsumi Electric by Product, FY2006-FY2010
Key Financial Data of Chinese Subsidiaries of Mitsumi Electric, 2008
Organizational Structure of Truly Semiconductors
Production Capacity of Truly Optoelectronics
CSP Capacity of Truly Optoelectronics
COB Capacity of Truly Optoelectronics
Mobile Phone Camera Module Roadmap of Truly Optoelectronics
Notebook Camera Module Roadmap of Truly Optoelectronics
Automotive CMOS Camera Module Roadmap of Truly Optoelectronics
Camera Modules of BYD
Organizational Structure of Lite-On Technology
Revenue and Operating Margin of Lite-On Technology, 2005-2010
Visual View of VCM
Cross-sectional View of VCM
Revenue and Operating Margin of Shicoh Motor, 2005-2010
Revenue and Operating Profit of Hysonic, 2006-2011
Revenue and Operating Margin of Nidec Sankyo
Revenue and Operating Profit of Nidec Sankyo, Q1 FY2009-Q2 FY2010
Revenue of Nidec Sankyo by Product, FY2010