Smartphone CIS Sensors to Top Five Billion Units in 2020 as Quad-Camera Smartphone Designs Ramp Despite COVID-19
- In 1Q20, the penetration of quad-camera smartphones reached almost 20% of global smartphone shipments.
- OPPO, Xiaomi, Huawei, and Samsung together accounted for 83% of nearly 60 million quad-camera smartphone shipments during Q1.
- Realme was the most aggressive adopter of quad-camera designs, with penetration reaching up to two-thirds of its shipments during the quarter.
- The trend toward multi-cameras will continue; smartphone CMOS Image Sensors (CIS) shipments in 2020 will likely register high-single-digit growth.
Exhibit 1: Smartphone industry continues the trend towards multi-camera systems
According to the findings of Counterpoint’s Component Tracker, each smartphone shipped in 1Q20 packed more than 3.5 image sensors on average. The growth is primarily driven by the rising penetration of quad-camera designs in the high- to mid-end smartphones, which jumped to nearly 20% during the period.
Exhibit 2: OPPO, Xiaomi and Samsung Led the Quad-camera Race
Chinese smartphone brands OPPO, Xiaomi, Huawei, as well as Samsung were at the forefront of adopting quad-camera setups, collectively accounting for 83% of all the quad- and penta-camera-based smartphone shipments during Q1 2020.
Looking at the quad-camera and above setup at the brand level, the fast-growing young brand Realme was the most aggressive brand to ride on this trend. Almost two-thirds of its smartphone volumes in Q1 packed a quad-lens system. The next brand squeezing more camera sensors into the rear camera module was OPPO accounting for more than half of its smartphones shipped in Q1 2020. Xiaomi trended above the market average, whereas Samsung and Huawei, which are still selling lots of lower-end models, had quad camera systems in less than a third of their smartphones shipped during the quarter.
Commenting on the importance of camera in smartphones, Research Director, Tom Kang, highlighted, “As camera function has become a key differentiator in smartphones, we expect the quad-camera feature will become a standard moving forward. Leading smartphone brands will continue enriching and enhancing the photography and video capture experiences, as well as exploring AR applications, by leveraging diversified lens and sensor combinations along with the increasing AI computing power.”
Meanwhile, new technologies will continue to emerge to ease the cost pressure. For example, Immervision, a Canadian company specializing in wide-angle optics and image processing algorithms, is developing an innovative wide-angle design, which enables sharing the high-megapixel main camera for panorama capabilities.
Analyst Contacts:
Ethan Qi
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Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.