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Affected by the unfavorable impact of the epidemic and international political factors, the global economic growth is weaker than expected, and the inflation rate has risen sharply. Developed countries will tighten monetary policy, and developing countries' demand will be suppressed. China's economic growth rate has slowed down, both the manufacturing and service industries are under pressure, and the momentum of domestic demand continues to be insufficient. In this macro-environment, Sigmaintell predicts that the global CMOS image sensor market will reach approximately US$22.8 billion (excluding 3D) in 2022, a YoY increase of about 10.4%. According to the analysis of Sigmaintell, there are mainly the following factors:

Firstly, the upstream CMOS image sensor wafer capacity in 2022 will increase by 19.4% YoY, especially the 28nm process capacity used in high-end pixels will increase by 38.8% YoY. At the same time, the global CMOS image sensor market demand in 2022 will only increase slightly by 2.2% YoY. Therefore, in general, the supply and demand of the overall CMOS image sensor market in 2022 will be in a state of oversupply, but some products are expected to be in a short-term shortage due to the dislocation of supply and demand.

Secondly, in terms of product planning, based on the long-term tracking research on the planning roadmaps of various sensor designers and downstream set products, Sigmaintell predicts that in 2022, the demand for 50M pixel will reach 480 million pcs, a YoY increase of 353.2%. Among them, 1.0u and above pixel products account for about 25%.

Thirdly, various types of applications will continue to plan for pixel upgrades. In particular, smartphones and automobiles have stronger demands for the upgrade of higher-end pixel sensors and other auxiliary materials, which in turn drives the average unit price of the overall image sensor to increase by 8.0% YoY. Driven by this, the global CMOS image sensor market size is expected to remain stable room for growth.

In the future, what about the upstream wafer capacity supply and expansion plan? What are the capacity and product planning of midstream sensor makers? What are the downstream set demand and product upgrade directions? In the next 3-5 years, will the supply-demand relationship in the global CMOS image sensor market be tense again? What will happen to the new technology progress of some products and the future market size in the next three years?

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The content below is extracted from Sigmaintell "Global CMOS Image Sensor (CIS) Industry Development Trend Research Report (2022-2027)".