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The report pointed out thatMilletwill be"Red riceNew intelligenceMobile phoneEquipped withSamsungNew CMOS (Complementary Metal Oxide Semiconductor) image sensor "GW1". It features 64 million ultra-high pixels with high-end models that are comparable to SLR cameras and no-reflex cameras.
According to the report, the reason why mobile phone brands adopt high-performance sensors is that many young people in the world like to take photos and comment on social networks, and camera performance has become a decisive factor in choosing smartphones.
In addition, the report said that Samsung chose Xiaomi as the target of supply, considering that Xiaomi is growing in China and emerging market countries. Samsung’s mobile phone market share in China is low. Some people believe that Samsung has changed its business strategy by supplying image sensors to mobile phone manufacturers in China.
Moreover, Samsung's partners are not limited to Xiaomi. According to reports,OPPOThe “Realme” brand for young people, which is expanding in emerging market countries, recently released a new model using Samsung's new image sensor. Realme is expanding its share in India and Southeast Asia. The strategy adopted by Samsung is believed to be to expand the position of Chinese smartphone manufacturers by dissolving the supply of Chinese image sensors.
"We strive to reach the world's first place in the semiconductor field outside of memory by 2030, and image sensors may jump to the top earlier." South Korean media reported that Samsung executives said in a press conference in Seoul in May. Such a rhetoric. It is said that the trump card in Samsung is the new image sensor GW1.
At the same time, the report noted that Japanese manufacturer Sony responded to Samsung's offensive: Sony relied on the color technology accumulated by camera CCD (Charge Coupled Device) to force other companies, and was adopted by many smart phone manufacturers on medium and high-end models. In order to achieve further growth, we plan to invest 600 billion yen (1 yen, about 0.06 yuan) in equipment for the three years to 2020.
Omori Tatsuo, a senior analyst at Techno Systems Research in Japan, pointed out that Samsung hopes to seize market share from Sony by supplying high-end products to China.
According to statistics from the US Semiconductor Research Corporation, the market for CMOS image sensors has grown at an average annual rate of more than 10% in the last six years. It will continue to expand in the future. The market size of only US$12.5 billion in 2017 is expected to reach US$19 billion in 2022, increasing to 1.5 times. The growth engine is the CMOS sensor for smartphones, and demand will continue to increase.
"Japan Economic News" website said that watching the world market, South Korea's Samsung Electronics challenged Sony's share of half of the situation, but the stage of competition is not limited to smartphones. With the popularity of the Internet of Things (IoT), the demand for sensors such as surveillance cameras is also increasing. In the 1920s, it was expected to become popular in the automotive field where autopilot is indispensable. The extent to which the demand for the "electronic eye" in the era of artificial intelligence (AI) will be seized will dominate the future related fields.