Sony Semiconductor Solutions
HQ JP50% share
World's largest CMOS image sensor (CIS) manufacturer; ~50% global smartphone camera sensor market; supplies Apple, Samsung, Sony, Huawei; Kumamoto Japan primary fab
manufactured · input
CMOS Image Sensor (Camera Module)
Sony Semiconductor back-illuminated and stacked CIS; ~50% smartphone camera sensor market; 200MP+ sensors for flagship; Sony Kumamoto Japan primary fab; camera quality is key purchase driver
4
Source countries
3
Companies
1
Goods affected
0
Claims on record
What depends on it
Goods that need this input
1 essential American goods rely on cmos image sensor (camera module) somewhere upstream in their supply chain.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| JPJapan | 55% |
| KRSouth Korea | 22% |
| TWTaiwan | 12% |
| CNChina | 10% |
Who makes it
Supplier companies
3 companies produce cmos image sensor (camera module).
Samsung Electronics(005930.KS)
HQ KR20% share
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).
OmniVision Technologies
HQ CN10% share
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.