“The Transformation from Imaging to Sensing: Driving a Market Revolution,” a Presentation from Yole Développement

© 2021 Your Company Name
The Transformation from
Imaging to Sensing :
Driving a Market Revolution
Pierre Cambou
Principal Analyst Imaging

2
2
WEEKLY
TRACKS
Insight
› Teardowns of phones, smart home, wearables
and automotive modules and systems
› Bill-of-Materials
› Block diagrams
Format
› Web access
› PDF and Excel files
› High-resolution photos
Topics
› Consumer: Smartphones, smart home,
wearables
› Automotive: Infotainment,ADAS,Telematics
175+ teardowns per year
125+ reports per year
YEARLY
REPORTS
Insight
› Yearly reports
› Market, technology and strategy analysis
› Supply chain changes analysis
› Reverse costing and reverse engineering
Format
› PDF files with analyses
› Excel files with graphics and data
Topics
› Photonics, Imaging & Sensing
› Lighting & Displays
› Power Electronics & Battery
› Compound Semiconductors
› Semiconductor Manufacturing and Packaging
› Computing & Memory
115+ reports per year
SERVICES
QUARTERLY
MONITORS
Insight
› Quarterly updated market data and
technology trends in units, value and wafer
› Direct access to the analyst
Format
› Excel files with data
› PDF files with analyses graphs and key facts
› Web access (to be available soon)
Topics
› Advanced Packaging
› Application Processor
› DRAM
› NAND
› Compound Semiconductor
› CMOS Image Sensors
› Smartphones
7 monitors quarterly basis
Yole’s publication portfolio

3
© 2021 Yole Développement
Technology x market penetration
Acceleration: the apparent speed of technology change increases with every technological shift
1850 1970 2010
First color
pictures
from
emulsion
plates
(1860s) Tube never
bested film
CCD
technology
conquered
film in the
2000s
Digital
photography
Film
photography
Mobile
photography
20 years
40 years
120 years
CMOS
technology
overtook
CCD in
2010
Yole Développement © 2015
2030
Machine
sensing?
2040
Quantum?
Neuromorphic?
Light field?
10 years
The triple disruption in photography

4
4
2018 2019 2020 2021e 2022e 2023e 2024e 2025e 2026e
Revenue $15.5 $19.3 $20.7 $21.1 $23.1 $24.7 $26.0 $26.9 $28.1
YoY 11% 25% 7% 2% 9% 7% 5% 4% 4%
$15.5
$19.3
$20.7 $21.1
$23.1
$24.7
$26.0 $26.9 $28.1
Revenue
($
billions)
2018 2019 2020 2021e 2022e 2023e 2024e 2025e 2026e
Shipment 5.7 6.6 7.0 7.3 8.1 8.8 9.2 9.4 9.8
YoY 8% 16% 6% 4% 11% 8% 4% 3% 4%
5.7
6.6 7.0 7.3
8.1
8.8 9.2 9.4 9.8
Shipment
(bllions
units)
2018 2019 2020 2021e 2022e 2023e 2024e 2025e 2026e
Pricing $2.72 $2.93 $2.96 $2.89 $2.84 $2.81 $2.83 $2.85 $2.87
YoY 3% 8% 1% -2% -2% -1% 1% 0% 1%
$2.72
$2.93 $2.96 $2.89 $2.84 $2.81 $2.83 $2.85 $2.87
ASP
($)
83% 82% 82% 77% 76% 75% 74% 73% 71%
6% 7% 7%
8% 9% 9% 10% 10% 11%
11% 11% 13% 15% 16% 16% 17% 17% 18%
2018 2019 2020 2021e 2022e 2023e 2024e 2025e 2026e
Segment
demand
Mobile&Consumer Automotive Other
Revenue Shipment
Pricing Demand
CIS long term dynamics

5
5
0
500
1,000
1,500
2,000
Mobile Handset (inMunits)
Smartphones Other phones YoY (%)
0
20
40
60
80
100
Consumer Photography & Video (inMunits)
DSC & DSLR Video Actioncams Drones TOTAL YoY (%)
0
250
500
750
Consumer IoT & Smart products (inMunits)
Personal Robotics Game Stations
AR-VR Headset Smart Home devices
Smart watch TOTAL
YoY (%)
0
100
200
300
400
500
Computing devices (inMunits)
Tablet Laptop TOTAL YoY (%)
0
100
Automotive light & heavy vehicles (inMunits)
Light Passenger Light Commercial Heavy trucks & buses
TOTAL Light veh. YoY (%)
0
100
200
300
400
500
600
Surveillance cameras (inMunits)
0.00
0.20
0.40
0.60
0.80
1.00
Shipment
(Munits)
Industrial Robots (inMunits)
Industrial robots YoY (%)
0.0000
0.0005
0.0010
0.0015
0.0020
Commercial aircrafts (inMunits)
0.00
0.25
0.50
0.75
Medical Equipments (inMunits)
X-Ray CT MRI PET TOTAL YoY (%)
End-system market long term dynamics
2.7%
-1.4%
-6.5% 5.8%
11%
8.9%
12% 8.4% 16%
Consumer

6
Because silicon
is sensitive
beyond 600nm
an IR filter is
needed
Source : Teledyne e2v
©2015 | www.yole.fr | Imaging Workshop November 2015
NIR « Sensing »
RGB « Imaging »
CIS photonic sensitivity RGB vs NIR

7
0
50
100
150
200
250
300
350
400
450
CIS wafer production RGB & NIR
in kWpm
NIR Sensing Other CIS Imaging
CIS wafer production RGB vs NIR

8
10 x 10mm²
1 x 1mm²
5 x 5mm²
$10
$
5
$1
2000 2005 2010 2015 2020 2025
Smartphones:
Main camera size stops
shrinking, and a front-
facing camera is added
Module size
and cost
Camera phones:
Innovation from
Sharp in June
2000
Sensing
modules
2030
$20
20 x 10mm²
$20B
$10B
1st camera
2nd camera
The ‘selfie trend’:
front-facing camera size
increases
5th
camera
$5B
Front camera
modules
Sensing module:
3D front and rear – under-display FP
Market size
$10B
Market
2x $5B
Market
$1B
3rd
camera
4th
camera
6th
camera
$30B
Market
Yole Développement © Oct. 2019
Rear
camera
modules
Dual and triple rear
cameras:
improved photography
zoom and wide-angle
lenses
Proliferation of cameras in mobile phones

9
Sensing cameras are making inroads into
computing products, ‘Windows Hello’ is
finally bringing new functionality to
computing cameras.
Enhanced video-calling using eye contact
technology is an attractive use-case
proposition.
A technology
push to boost
computing
device sales? 3D capture Biometry
Eye tracker/face
recognition
Courtesy of Tobii
Courtesy of Google
Gesture
recognition
Courtesy of Apple
Courtesy of Leap Motion
Computing market trend

10
Advanced
drones combine
imaging and
sensing
hardware.
DJI Mavic 2
Advanced user experience
requires obstacle detection and
image-tracking capabilities.
DJI first started the trend in 2017
with the DJI Mavic, quickly
followed by Spark and Mavic Air,
now is Mavic Air with 3 stereo
camera pair.
Stereo vision is mostly used,
whereas on the smallest drones
Time of flight (ToF) has been
preferred.
DJI Spark
Skydio 2
DJI Mavic Air
Stereo x2 Stereo x4
Trinocular x2
Stereo x3
ToF x1
Consumer drone application

11
1.4
2.0
3.0
3.8
4.8
6.0
7.3
8.8
9.8
10.5
11.1
4.1
4.5
5.0
5.7
6.2
6.0
5.7
4.7
4.2
3.9
3.7
0.0
2.0
4.0
6.0
8.0
10.0
12.0
14.0
16.0
2015 2016 2017 2018 2019e 2020e 2021e 2022e 2023e 2024e 2025e
Volume
shipment
(M
units)
2015-2025 Robotic vacuum cleaner market (in Munits)
Robot with camera Robot wthout camera
Robotic vacuum
cleaners have
created their own
niche atop the
vacuum cleaner
market.
The top players
have rolled out
products with
integrated
navigation
cameras.
Vacuum robots
are now
common-place.
What’s next?
Consumer robot application

12
These typical designs have become standard
ToF or Active
stereo cameras
are key
components of
MR, and they
can help MR
become the
most anticipated
product in
future
©2015 | www.yole.fr | Camera Module Industry
x4 GS cameras
IR Emitter ToF
Camera
IR
Illuminat
or
Magic leap
x1 forward ToF
x4 Global shutter
no RGB camera
Rokid
x1 HD Camera
x2 Global shutter
6 DoF SLAM
ThirdEye X2
x1 13M HD Camera
x2 Wide angle cameras
Thermal sensor
Consumer AR/VR application

13
-
50
100
150
200
250
300
350
400
2012 2013 2014 2015 2016 2017 2018 2019 2020e 2021e 2022e 2023e 2024e 2025e CAGR
Volume
shipments
(M
units)
2012-2025 automotive camera forecast
by camera type (in Munits)
In-cabin Viewing Forward ADAS Total
In 2017,
automotive
cameras first
exceeded
100Munits.
In the past, the
biggest part of growth
was for viewing
applications.
Future growth will be
higher for ADAS.
The general trend is a
13.4% CAGR, while
ADAS cameras will
maintain growth above a
20% CAGR.
Despite the current
automotive slump,
camera sales should be
flat in 2020 and then
resume growth.
Automotive cameras

14
Nine
applications
are relevant to
automotive
imaging.
In-cabin
After-
market
ADAS
Viewing
Device/Application
Driver monitoring
Gesture recognition
3D perception
Forward ADAS
Night vision
Mirror replacement
360° surround
Rearview/backup
Dash/blackbox
Technology
Camera
3D camera
3D LiDAR
Camera
Thermal camera
Camera
Camera
Camera
Camera
Sensing
Imaging
Automotive applications

Automotive – Forward ADAS application
With an estiated ASP of $60 per chip, 2019 is the year Mobileye reached $1B in revenues

16
16
x7 Long Range
x4 Short Range
x11
8Mp
x2
50Tops
+…
Automotive - Consumer AV application

17
On the road to
autonomy,
driver
monitoring
systems (DMS)
become
mandatory
2010 2015 2020 >2025?
8 - 10+ cameras
4 - 7 cameras
No camera
1 - 3 cameras
Driver
monitoring
system
Courtesy of Autoliv
Euro NCAP 2025 roadmap:
driver monitoring (start-date 2020)
is proposed to mitigate the very
serious problem of driver distraction
and impairment through alcohol,
fatigue, etc.
From 2022, priority will be given to
Child Presence Detection, which can
detect a child left alone in a car and
alert the owner and/or emergency
services in order to avoid heatstroke
fatalities
Automotive – DMS becomes mandatory

18
0
100
200
300
400
500
600
700
800
900
1,000
2015 2016 2017 2018 2019 2020e 2021e 2022e 2023e 2024e 2025e CAGR
Revenue
($M)
2015-2025 industrial CIS revenue forecast
by segmentation (in $M)
Barcode readers Machine vision
Machine Vision (MV)
maintains high growth
rates due to increasing
automation in all
industries.
Automated Data
Capture (ADC) benefit
from the high growth
of logistic related
matrix code readers
Machine Vision
is enjoying
double digit
growth.
Industrial cameras

19
Payment is a
key
application in
commercial
such as in
retail shop
Easy life with 3D
interaction & facial
recognition
Many AI-startups enter
this market and provides
the computing capability
to expand the market Shopping Payment Public Transport Payment
Custom Clearance Access Control
Facial Unlocking
Industrial - Commercial applications

20
20
Robots are classified by means of mobility
Flying
Floating
4+
Legged
2-Legged
6+
Wheeled
4+
Wheeled
2-Wheeled
Arms
Head
Defense
Industrial
Security
Medical
Transport
Commercial
Consumer
Industrial - Robotic applications

21
The
technology
shift of the
2020s will be
AI-related.
Technology x market
penetration
2024
2016 2019 2020 2022 2026
Computational
photography
Interaction
capability
ADAS level 2
assistance
ADAS level >3
autonomy
ADAS level 4
and robotic vehicles
IP cameras
Analytics
Behavioral analysis
Augmented
reality
Ambient intelligence
Augmentation
capability
Sensing and computing era
Artificial intelligence era
Cognitive sensing era
Robotic
butler
Drones
2030
2028
Sensing applications – what’s next?

22
22
Imaging had 3 major disruptions:
photography, (Film) digital photography (tube / CCD), mobile photography (CIS)
Image sensor (CIS) have reached $20.7B in 2020 and will grow 7.3% CAGR
Image sensors used for Sensing applications represent 10% and will grow 15.7% CAGR
Sensing will be the next paradigm shift, currently supported by several markets :
Mobile biometrics, 3D face and finger print
Computing face unlock
Consumer drone, personal robotics, AR/VR
Automotive ADAS, in-cabin cameras
Industrial machine vision, security, automation, robotic AVs
This new sensing paradigm will challenge the current ecosystem, computing will therfore be affected
The next sensing applications : Mobile interaction, ADAS & AVs, Security analytics, Augmented Reality
Wrap up
Clayton M. Christensen
1952-2020
“Disruptive technology
should be framed as a
marketing challenge, not
a technological one.”

23
• Status of the CMOS Image Sensor Industry 2020
• 3D Imaging & Sensing 2020
• Sensors for Robotic Mobility 2020
• Sensors for Robotic Goods Transportation 2021
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