manufactured · input
The digital image sensor at the heart of every camera and phone camera. Sony Semiconductor dominates (~50%+), supplying its own cameras, rivals, and smartphone makers like Apple.
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Source countries
4
Companies
1
Goods affected
0
Claims on record
What depends on it
1 essential American goods rely on cmos image sensor somewhere upstream in their supply chain.
Where it comes from
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| JPJapan | 50% |
| KRSouth Korea | 22% |
| CNChina | 16% |
| FRFrance | 3% |
| USUnited States | 3% |
Who makes it
4 companies produce cmos image sensor.
CMOS image sensor designer; originally US-founded (1995, Santa Clara); acquired by Shanghai Pudong Science and Technology Investment Co. and Hua Capital in 2016 for $1.9B — now effectively Chinese-owned. Designs CIS chips fabbed at TSMC and others; ~10% global CIS market share. Major supplier to mid-range Android smartphones and security cameras.
Fast-growing US automotive power semiconductor company; pivoted from consumer electronics to automotive as EV adoption accelerated. Major supplier of silicon carbide (SiC) power modules for EV inverters (competing with Wolfspeed, STMicro). Acquired GTAT SiC wafer business. Supply of EV traction inverter chips is Onsemi's primary growth driver. Acquired GT Advanced Technologies (SiC). NYSE: ON.
Samsung Electronics Co., Ltd. (KRX: 005930; ~$200B revenue) is the world's largest NAND flash memory manufacturer with ~33% global market share. Samsung's NAND operations span the Pyeongtaek P3 complex (South Korea) and — critically — the Xi'an, Shaanxi, China facility, which is Samsung's largest single NAND fab by capacity. Samsung received a one-year BIS export control exemption (later extended) to continue upgrading Xi'an equipment under US restrictions. Samsung pioneered 3D NAND V-NAND technology in 2013 (first commercial 3D NAND) and now produces 200+ layer V-NAND. Also produces DRAM (world's largest) and logic chips (Exynos, foundry).
World's largest CMOS image sensor (CIS) manufacturer; ~50% global smartphone camera sensor market; supplies Apple, Samsung, Sony, Huawei; Kumamoto Japan primary fab
