Sony is currently greatly increase production capacity laminated type CMOS image sensor. Following the company's announcement in February 2015 to come up with 100 billion yen investment in equipment, and in April 2015 announced an additional investment of 45 billion yen. After you make these investments, to the end of September 2016, the company's CMOS image sensor monthly capacity from the current 60,000 to 87,000.
About increase productivity reasons, Sony said it was because the smart phone and tablet PCs and other mobile devices demand for CMOS image sensor is expected to increase the reason.
In this context, quite the reputation in the analysis of two Chinese smartphone market analyst with Sony CMOS image sensor as the theme of the blog written in the mainland and Taiwan, causing widespread concern.
The analysts are Sun Changxu and Pan Jiutang. Sun Changxu is a chief analyst at China IT information site for women, the micro-Bo fans up to 23 people. Pan Jiutang is an active mobile phone and electronic components analyst, worked in company with headquarters in Shenzhen Huaqiang (small electronic components companies gathered here, known as "China's Akihabara") survey companies.
First of speech is Sun Changxu. She noted that in May 1, 2015 blog post in short supply before the Sony CMOS image sensor into April after more out of the top ten brands of Chinese smartphone manufacturer can purchase to your desired number. May further aggravate this situation, companies do not know exactly how many purchases can ensure that supply is likely to be interrupted. Sun Changxu subsequently pointed out that although the companies have turned to Samsung Electronics or the United States Omnivision purchase, but at least two to three months to adjust. Thus, although the scheduled May 2015 launch of the flagship model of smartphone brands spend a year's time all ready the other components and materials, but the CMOS image sensor out of stock, leading to a substantial increase in the cost of material storage.
Sun Changxu also mentioned China's smartphone each specific procurement. She believes that the global market share ranked third in the millet technology and Huawei only meet 50 percent of demand, came in behind the two companies Jin, Cool, ZTE (ZTE) and Opal (Oppo) only meet 10 to 30% demand, other smaller brands may temporarily get the goods.
Why would such a shortage of supply it? Sun Changxu noted, all rooted in the United States accounted for a large number of orders Apple Sony CMOS image sensor.
Pan Jiutang immediately make Sun Changxu echoed this view. Pan Jiutang May 1 in micro-Bo pointed out that the situation as Sun Changxu said, the vast majority of Sony CMOS image sensors are ordered apple, apples to Japan dispatched a number of staff, so that these people all day long stick in Sony's production line. As China's smart phone brands, although Huawei and ZTE identified in May and June can purchase the number, but in July the quota has not been determined, including other companies, including, it has turned to Samsung Electronics procurement CMOS image sensor.
Pan Jiutang still May 4 Bowen issued a statement further than Sun Changxu that led to Sony CMOS image sensor is so tight because Apple to launch low-cost 4 inches of new models "iPhone 6c" and to Sony He made large orders.
Apple put the "iPhone 5" in 2012, will be the screen size of 3.5 inches from the original expanded to 4 inches. Later it introduced 4.7-inch "iPhone 6" and 5.5 inch "iPhone 6 Plus" in 2014, but did not launch four inches of new models. Due to increased selling iPhone screen 6 series, so there is a market and industry speculation that Apple may not launch four inches of new models, but experts believe that the company will launch the new model is also very strong opinions.
In Europe and has a reputation of Apple watchers - Taiwan KGI (KGI) Securities analyst Kuo Ming-Ji in the latest report released by the end of April 2015 stated that, since 2013 listed four inches "iPhone 5s" recent sales remain strong, the current per quarter still sold 500 million to 7 million, so Apple is necessary to put affordable, newly designed 4-inch iPhone. Kuo Ming-Ji that, as with the iPhone 5s in 2013 listed as "cheap version of" four inches "iPhone 5c" follow-up models, Apple will launch four inches "iPhone 6c". But time to market, Kuo Ming-Ji believe that to 2016, while Pan Jiutang is expected for the second half 2015.
In addition to Sun Changxu and Pan Jiutang two previously mentioned, there are some views that the recent Sony CMOS image sensor in a serious short supply. Taiwan's financial information website "financial network" (April 29, 2015) quoted insiders as saying that Taiwan, 80 percent of Sony CMOS image sensors are in circulation in the Taiwan market by the distributors of electronic components - Taiwan SUNNIC (Sunnic) Sales a. Taiwan's financial information website also said that the global smart phone set off the self-timer boom context, the market demand for Sony CMOS image sensor surge, but still stand because of lack of supply not get the goods, in selling products but have no goods state of flux.
Although the advent of iPhone 6c do not know true and false, but no doubt that the mainland and Taiwan smartphone makers are in for procurement to Sony CMOS image sensor and a big headache. Although Sony in trouble in terms of sales of smart phones machine, but the popularity of CMOS image sensors, it is estimated the company's smartphone power structure will play a secret influence. In mainland China and Taiwan, and even appeared in Sony holds millet and smart phone manufacturers Huawei and other mainland remarks of life and death.