“Imagine you have a factory of car tires. Annual sales of cars have long since stabilized, so the demand for your product remains at the same level. It is true that you introduce new types of tires to the market from time to time, thus increasing your margin, but it is difficult hide from investors the fact that it was better already.
At some point – to your surprise – the market trends change. Car manufacturers convince customers that the more wheels, the better. Each new car now has not four, but eight, twelve, sixteen or twenty tires. Day by day, against all logic, the demand for your product has increased by several hundred percent, factories are barely making with delivery, and revenues have soared “- I wrote in 2019, referring to what is happening on the smartphone market.
The fashion for multi-lens cameras has made the manufacturers of matrices and lenses rub their hands. And the latest sales figures are really impressive.
In 2021, almost 5 billion smartphone cameras hit the market
According to data collected by TrendForce, manufacturers of mobile sensors delivered 4.82 billion units in 2021. It’s about 5 percent. more than a year earlier.
Experts predict that in 2022 mobile cameras will be created as much as 4.921 billion.
These increases are interesting in that sales of smartphones alone in 2017-2020 decreased regularly. There was a slight rebound only in 2021; According to IDC forecasts, about 1.35 billion phones were delivered to stores within 12 months.
A statistical smartphone today has 3.5 cameras
In 2021, matrices and lenses were produced 3.57 times more than the smartphones themselves.
Five years ago such numbers would be unthinkable. At that time, the overwhelming majority of smartphones had two cameras (front and rear), and multi-lens modules only shyly found their way to more expensive models. Today, most smartphones on the market have at least four cameras. Although there are some that do not have a camera at all.
Who wins in such a situation? Primarily Sony, Samsung and OmniVisionbecause they are the largest suppliers of photographic matrices.
He has particular reasons to be satisfied Sony that makes a fortune on the phones of its rivalsdespite the fact that it is doing average on the smartphone market.
And smartphones are just the beginning of the counting, because the use of cameras is also growing year by year in other product categories, including home monitoring or autonomous cars.
The popularity of high-resolution cameras is also growing
The TrendForce report shows that over 70 percent smartphones that hit stores in 2021 have cameras o resolution higher than 12 Mpix. Until recently, it was a market standard and is still present, among others in iPhones or Samsung flagship parts.
In 2022, however, 12-megapixel cameras are to constitute only 12 percent. whole. No wonder, since even the iPhone 14 Pro & hairsp; – & hairsp; according to previous leaks & hairsp; – & hairsp; will get a 48 Mpix camera with 8K recording mode. If these reports are confirmed, Apple will increase camera resolution for the first time since the 2015 iPhone 6s.
Component manufacturers who did not invest in photography years ago can only spit in the beard today. Hardly any industry has an equally bright future ahead of it today.