Millet, Ov new products, domestic CMOS manufacturers fight 50M

Once the mobile phone instead of the camera is only a gimmick of mobile phone manufacturers marketing, but in the past year or two, with the rapid iterative evolution of technology, the performance and practicality of mobile phone images have been greatly improved, and finally achieved a qualitative leap, from the past is just a "toy" in life, to now can cope with a certain productivity scene.

At the end of the third quarter of this year, Huawei Mate 60 exploded, once again triggering a wave of public opinion about domestic replacement of mobile phone devices. Chaodian Think Tank believes that CMOS accounts for more than 50% of the cost of mobile phone cameras, which is the most critical indicator to measure the domestic replacement of image hardware.

Recently, Mi 14 is equipped with Light Hunter 900 (industry rumors and OV custom OV50H), IQOO12 is equipped with OV50H, vivo X100 Pro is equipped with IMX989, OnePlus 12 and Realme GT5 Pro are also equipped with light toner LYT-808, in other mainstream mobile phone brands, According to the statistics of 38 flagship models sold on the official website, 33 models adopt large pixel 50M CIS for main photography, 4 models adopt large pixel 48M CIS, and 1 model adopts small pixel 200M CIS. It can be seen that large pixel 50M CIS has become the mainstream solution for flagship main photography.

Then why will the terminal brand choose 50M as the mainstream solution on the flagship camera? With questions, Chaodian think tank also visited the module factory, lens factory, chip factory and other upstream supply chain to learn several answers;

A module factory executive joked that there is no difference, everyone likes to round up the number, this is a metaphysical.

The R&D person in charge of a sensor manufacturer said: The reason why 50M is the main camera is still because under the existing technology, the optimal solution of imaging effect, size and cost scheme, Pixel size is moderate, module size is moderate, and overall BOM is moderate.

At present, "three" local manufacturers, Haowei Technology in the 50M CIS market has formed a full series of product layout including OV50H, OV50E, OV50A, OV50D, 50H positioning flagship and high-end smartphone wide and ultra-wide rear camera, 50E positioning high-end smartphone main camera.

In 2022, Steway successively launched 50M product SC550XS and 52M product SC520XS, entering the high-resolution mobile phone CIS market.

Geke Micro adhere to the high pixel single chip CIS product development layout, according to the company's semi-annual report 2023, the company's single chip 32M products have won brand orders, and will be launched based on 0.7um platform including 50M, 64M, 108M and other higher pixel specifications products.

Benefiting from domestic supply chain support, Chaode think tank believes that local CMOS manufacturers will increase significantly in the future flagship main camera, which may affect the proportion of overseas SONY and Samsung in domestic terminal models.