The Competitive
      Technical Intelligence
          Perspective
                      Don Scansen
                     ...
Worldwide Cameraphone Shipments
                            1400                                                          ...
Worldwide Cameraphone Shipments by Size

                              1100
                                   2MP is a st...
Worldwide Image Sensor Chip Market Shares




Image Sensor IC - %
of Total Volume in
2008

                               ...
Bleeding Edge Cameraphones Drive Sensor
                   Market in Japan

                Teardown images and        9.2...
First Backside Illuminated (BSI) CMOS Image
          Sensors Introduced by Sony in 2009


                 1.75 µm
      ...
OmniVision First to Produce BSI Image Sensor for
               Cameraphone Market
                                       ...
WW Patent Applications - Image Sensor

           8000




           6000




           4000



                        ...
Applications for US Patent on Image Sensor

          6,000




          4,500




          3,000



                   ...
US Patent Application Rate Trends
5.000
                                                               Image sensor R&D is...
US Patent Application Rate Trends
                     - Backside Illumination

       BSI technology is not new, but
    ...
US Patent Applications Assignee Distribution
                 - Backside Illumination
Almost half of all                  ...
US Patent Applications - Backside Illumination




                                      Nearly half of all
              ...
Acknowledgements

       • Minatake Kashio, Fomalhaut Techno
           Solutions / Japanese Ministry of
           Genera...
Thank you

                     For more information, go to
                        www.semicondr.com




                ...
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Scansen Imager Sensors 2009 Competitive Intelligence Perspective Updated

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This is updated from the previous version with some new slides and additional notes to make it easier to digest.
Image Sensors 2009: The Competitive Intelligence Perspective
•Overview of image sensor technology currently on the market
•The global patent landscape and R&D investment trends
•Market share analysis

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Scansen Imager Sensors 2009 Competitive Intelligence Perspective Updated

  1. 1. The Competitive Technical Intelligence Perspective Don Scansen semiconDr Inc. www.semicondr.com semicon r Image Sensors 2009 Research-ANalysis-Decision
  2. 2. Worldwide Cameraphone Shipments 1400 20 15 1050 In 2011, volumes Units Shipped (Millions) return to pre- Year-over-year (%) 10 recession levels. 700 5 0 350 Source: Fomalhaut Techno Solutions / Volume (Millions) -5 Ministry of General Affairs of Japan Y-O-Y (%) 0 -10 2005 2006 2007 2008 2009 2010 2011 2012 2013 semicon r Image Sensors 2009 2 Research-ANalysis-Decision
  3. 3. Worldwide Cameraphone Shipments by Size 1100 2MP is a strong segment for the foreseeable future While 5MP will 10+MP 880 experience the strongest growth. 8MP Units Shipped (Millions) 660 5MP 3MP 440 2MP 220 1MP VGA or smaller 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 Source: Fomalhaut Techno Solutions / Ministry of General Affairs of Japan semicon r Image Sensors 2009 3 Research-ANalysis-Decision
  4. 4. Worldwide Image Sensor Chip Market Shares Image Sensor IC - % of Total Volume in 2008 Three big vendors account for two-thirds of the total market. Source: Fomalhaut Techno Solutions / Ministry of General Affairs of Japan semicon r Image Sensors 2009 4 Research-ANalysis-Decision
  5. 5. Bleeding Edge Cameraphones Drive Sensor Market in Japan Teardown images and 9.2 × 9.2 × 6.3mm analysis courtesy of Fomalhaut Techno AF Camera Solutions Module 8.1MP CMOS Image Sensor (1.4µm Pixel) semicon r Image Sensors 2009 5 Research-ANalysis-Decision
  6. 6. First Backside Illuminated (BSI) CMOS Image Sensors Introduced by Sony in 2009 1.75 µm BSI Technology to become more AR layer prevalent for pixels < 1.4µm color filter Reverse engineering images and analysis are provided courtesy of µlens Chipworks who were the first to provide W competitive intelligence reports on consumer BSI technology. semicon r Image Sensors 2009 6 Research-ANalysis-Decision
  7. 7. OmniVision First to Produce BSI Image Sensor for Cameraphone Market Reverse engineering images and analysis are provided courtesy of Chipworks who were the first to provide competitive intelligence reports on OmniVision BSI technology. semicon r Image Sensors 2009 7 Research-ANalysis-Decision
  8. 8. WW Patent Applications - Image Sensor 8000 6000 4000 Is activity in the US 2000 representative of worldwide trends? 0 2001 2002 2003 2004 2005 2006 2007 USPTO JPO EPO KIPO semicon r Image Sensors 2009 8 Research-ANalysis-Decision
  9. 9. Applications for US Patent on Image Sensor 6,000 4,500 3,000 Patent activity is a 1,500 measure of R&D effort, so is it in decline? 0 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009* *Forecast semicon r Image Sensors 2009 9 Research-ANalysis-Decision
  10. 10. US Patent Application Rate Trends 5.000 Image sensor R&D is robust Image Sensor - % of Total USPTO Volume compared to activity in other technologies. 3.333 30.0 Image Sensor - % of USPTO Volume on Integrated Circuit 1.667 22.5 15.0 0 1999 2001 2003 2005 2007 2009* 7.5 *2009 Numbers are Forecasts Based on Activity through March 31 0 1999 2001 2003 2005 2007 2009* semicon r Image Sensors 2009 10 Research-ANalysis-Decision
  11. 11. US Patent Application Rate Trends - Backside Illumination BSI technology is not new, but application volume becomes significant in 2004 and continues to accelerate through to the present (once adjustments are made for delays in USPTO database updates). Total Volume BSI Applications on File in USPTO Database *Forecast semicon r Image Sensors 2009 11 Research-ANalysis-Decision
  12. 12. US Patent Applications Assignee Distribution - Backside Illumination Almost half of all It is no surprise applications that OmniVision belong to and its foundry assignees with partner, TSMC, three or less. account for nearly one-third of BSI applications. Microsoft’s appearance here highlights challenge of key word searching. semicon r Image Sensors 2009 12 Research-ANalysis-Decision
  13. 13. US Patent Applications - Backside Illumination Nearly half of all applications belong to assignees with only a single BSI application. Assignees Listed on BSI Applications on File in USPTO Database (Jan. 1, 1999 through May 31, 2009) semicon r Image Sensors 2009 13 Research-ANalysis-Decision
  14. 14. Acknowledgements • Minatake Kashio, Fomalhaut Techno Solutions / Japanese Ministry of General Affairs • Ray Fontaine, Chipworks semicon r Image Sensors 2009 14 Research-ANalysis-Decision
  15. 15. Thank you For more information, go to www.semicondr.com semicon r Image Sensors 2009 15 Research-ANalysis-Decision

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