Smartphone market shrinks in 2022, impacting image sensor suppliers. Some companies fared better than others, though — Sony was the only vendor with year-over-year revenue growth.
This is largely due to Apple upgrading the camera lineup on the iPhone. The two Pro models introduce a new 48 MP sensor in the main camera and a larger MP sensor in ultra wide camera. The selfie cams on all four models also get upgraded autofocus. Apple exclusively uses Sony sensors, which you can see broken down by camera type below: .
Sony in the last two Sensor Generations of iPhones (Source: Counterpoint BoM Analysis Service)
Add it all up and Sony makes an extra $6 per unit , totaling 200 about $200 in the second half of the year. The net result is that Sony accounted for 48% of total revenue for the year, 5 percentage points above
Samsung LSI itself performed well, although its revenue share fell by 1 percentage point to 12%. The company benefits greatly from high-resolution, small-pixel-size sensors (sub-0.7µm pixels).
Affordable 48 MP sensors are so popular that Samsung is in shipped an estimated 200 million . They’re used in the main cameras of low-end phones and the selfie cameras of higher-end devices. The company still dominates the 100+ megapixel sensor market with estimated shipments of 632 million units since the first one was launched.
The smartphone image sensor market shrank 6% last year compared to 2019, but the total revenue is still higher than $001 billion. Sony and Samsung accounted for most of it, totaling 54%.