Huawei has limited supplies, and the tug of war between SONY and Samsung over image sensors is about to heat up（One）

 Samsung is challenging SONY's global dominance of image sensors in smartphones as Huawei is hit by US sanctions, the Nikkei Asia Review reported.

 

As 5G smartphones become increasingly competitive, the battle for market leadership in image sensors is also intensifying. "SONY has always been cautious and Samsung is launching an investment offensive as if now is a good opportunity for them to change the market," said an official at a supplier of equipment for making image sensors. "The two companies are presenting two strategies with very different styles."

 

The supplier received several large orders from Samsung in August and September. "This is not what we expected," said a SONY executive, referring to the new restrictions on Huawei's exports imposed by the Commerce Department on September 15. In this case, the U.S. moves against Huawei are actually affecting SONY, too.

 

So far, SONY has invested heavily in making image sensors to meet strong demand, including announcing plans to build a new factory in Nagasaki, Japan. SONY has received permission from the US government to resume some supplies to Huawei. However, sources close to SONY told the Nikkei that the company remains cautious about the future of its business with Huawei because Huawei still needs a reliable source for many other chips and components in its smartphone business. In other words, the senior management of SONY takes a wait-and-see attitude towards the current trade policies of China and the United States. No one knows when the following policies will change. It seems that the senior management does not want to affect the relevant business of the company due to the interference of the policies.

 

In addition, Huawei is SONY's second largest customer for sensors, after Apple. Huawei accounted for about 20 per cent of SONY's y1, 000bn ($9.58bn) in sales of image sensors before the restrictions were introduced.

 

With its CMOS image sensor, SONY had a 53.5% share of the global market value in 2019, followed by Samsung with 18.1%, according to Omdia, a UK-based research firm.

 

SONY has developed a high-performance "laminated" image sensor ahead of its rivals and has been offering mostly higher-priced products. SONY, widely seen as having better image sensing technology than Samsung, has been chosen by Apple and Huawei to provide image sensors for its smartphones' high-performance cameras. But Huawei's problems could disrupt the structure of the market, giving Samsung a chance to build on its success.

Comments

Post a Comment

Popular posts from this blog

Apple, Microsoft and other giants have developed their own chips. Why are everyone at risk in front of chips?

Image
  Recently, Apple, Microsoft and other giants have launched plans for independent research and development of chips. For example, Apple is focusing on developing 5G baseband chips, while Microsoft is designing Arm-based processor chips for its servers and future Surface devices.   However, people living in China may not know that in markets other than China, the chip industry has been generally regarded as a sunset industry!   After decades of fierce competition, the chip industry has entered a highly monopolistic state. The entire chip industry is controlled by several giants. It is very difficult for other companies to get a share of the market.   For example, X86 chips are basically controlled by Intel, mobile chip architecture is basically ARM's world, finished processors are mainly monopolized by Qualcomm , the analog chip market is the back garden of Texas Instruments, and semiconductor equipment is applied materials and Panlin. The memory is from Samsung, SK H...
Read more

TSMC’s 3nm Plus process will be unveiled in 2023, and Apple’s A17 chip will be the first customer

  According to foreign media reports, after mass production of the 5nm process in the first quarter of this year and foundry related chips for Apple and other customers, TSMC ’ s next focus will be on the more advanced 3nm process. The research and development of this process is progressing as planned. , The plant was completed in November.   The 7nm and 5nm processes are the same. The 3nm process that TSMC is planning will also have a second generation, which is what they call the 3nm Plus process.   Foreign media reports show that TSMC has announced that their 3nm Plus process will be launched in 2023, but has not disclosed that it will be launched in the first half or the second half of 2023.   In terms of customers, the English media said that Apple will be the first customer for the 3nm Plus process. Some foreign media also stated in reports that according to time estimates, Apple ’ s main processor in 2023 will be the A17 on the iPhone 15, and the first product...
Read more

What are the characteristics of power amplifiers?

  Power amplifier is one of the common devices in our life, but do you really know about power amplifier? In order to enhance our understanding of power amplifier, this paper introduces the definition, application, characteristics and functions of power amplifier.   Definition of power amplifier + purpose   Power amplifier , referred to as power amplifier, is the comprehensive voltage and current amplification of audio signals to obtain power amplification. The position of the power amplifier in the system diagram is in front of the loudspeaker system, and its output is sent directly to the loudspeaker system to drive the loudspeaker system. Since the output sensitivity of the power amplifier is generally around 0dB, the input signal added to the power amplifier is generally taken from the 0dB output signal of the mixing table or peripheral equipment. For the low level output signal such as microphone, the power amplifier can only be driven after voltage amplification by ...
Read more