Innovative connection · Korea
South Korea's Samsung Electronics has released the world's first image sensor with a 0.8um level and a pixel count of 64 million. This is Samsung's next vice chairman Li Zaiyu announced that he will become the world's number one in the world of logic chips in 2030. At present, Sony Japan accounts for 51% of the image sensor market, which is an overwhelming overlord, followed by Samsung Electronics.
Since smartphones are generally equipped with 5— 6 camera lenses, the demand for image sensors has also increased significantly. In addition to smartphones, image sensors are also being installed in electronic devices such as self-driving cars, security system cameras, and smart TVs that accurately sense changes in the surrounding environment. The market is expected to expand. With the rapid development of artificial intelligence (AI) and fifth-generation mobile communications, experts predict that the image sensor market will grow to the same level as the current memory chip market ($163 billion) by 2030.
Can Samsung Electronics, which is the first step in the high-definition image sensor market for smartphones, surpass Sony's image sensor? According to industry insiders, from the perspective of the research and development capabilities of the two companies, the main industry and the possibility of achieving economies of scale, this is a war with a chance of winning.