Research Report on China’s Mobile Phone Camera Modules from 2006 to 2007

2. Definition of mobile phone camera modules 16
2.1. Definition 16
2.2. Technology component  16

3. Market development 18
3.1. Market scale and analysis on trend 18
3.1.1. Production of parts and components 20
3.1.2. Analysis on trend of the industry 21
3.1.3. Analysis on market scale and trend 26

4. Analysis on developing strategies of guiding enterprises 28
4.1. Samsung electronics 28
4.1.1. Technology capacity 28
4.1.2. Resources 30
4.1.3. Operation and annual output 31
4.1.4. Developing strategy 33
4.1.5. Cooperation 34
4.2. Mitsubishi electrics 34
4.2.1. Technology capacity 35
4.2.2. Operation and annual output 35
4.2.3. Cooperation 36
4.3. Panasonic 36
4.3.1. Technology capacity 36
4.3.2. Resources 37
4.3.3. Operation and annual output 38
4.3.4. Developing strategy 38
4.3.5. Cooperation 39
4.4. Sony 39
4.4.1. Technology capacity 39
4.4.2. Resources 40
4.4.3. Operation and annual output 41
4.4.4. Developing strategy 42
4.4.5. Cooperation 43
4.5. Sharp 43
4.5.1. Technology capacity 43
4.5.2. Resources 44
4.5.3. Operation and annual output 44
4.5.4. Developing strategy 45
4.5.5. Cooperation 45
4.6. Toshiba 45
4.6.1.Technology capacity 45
4.6.2. Resources 46
4.6.3. Operation and annual output 47
4.6.4. Cooperation 47
4.7. Sanyo 47
4.7.1. Technology capacity 47
4.7.2. Resources 48
4.7.3. Operation and annual output 49
4.7.4. Developing strategy 50
4.7.5. Cooperation 51
4.8. Conexant 51
4.8.1. Technology capacity 51
4.8.2. Resources 52
4.8.3. Operation and annual output 53
4.8.4. Cooperation 53
4.9. OMNIVISION TECHNOLOGIES 54
4.9.1. Technology capacity 54
4.9.2. Resources 55
4.9.3. Operation and annual output 56
4.9.4. Developing strategy 56
4.9.5. Cooperation 57
4.10. Pixart 57
4.10.1. Technology capacity 57
4.10.2. Operation and annual output 58
4.10.3. Developing strategy 58
4.10.4. Cooperation 58
4.11. IC MEDIA 59
4.11.1. Technology capacity 59
4.11.2. Resources 59
4.11.3. Operation and annual output 60
4.11.4. Developing strategy 60
4.11.5. Cooperation 60
4.12. TASC 60
4.12.1. Technology capacity 60
4.12.2. Operation and annual output 61
4.12.3. Developing strategy 61
4.12.4. Cooperation 61

5. Comparison of technology and market trend of CCD and COMS 62
5.1. Comparative analysis on CCD and CMOS 62
5.1.1. CCD technology 62
5.1.2. CMOS technology 64
5.1.3. Differences 64
5.2. Analysis on market trend of CCD and CMOS 68
5.2.1. Analysis on market development of CCD 68
5.2.2. Analysis on market development of CMOS 71
5.2.3. Status quo and prediction of CCD/CMOS 73
5.2.4. Major manufacturers of CCD/CMOS 75

6. Comparative analysis on global suppliers  76
6.1. Comparative analysis on resources 76
6.2. Comparative analysis on prices  76
6.3. Comparative analysis on production capacity 77

7. Situation of domestic adoption 79
7.1. Bird 79
7.1.1. Annual output 79
7.1.2. Suppliers 80
7.2. Konka 80
7.2.1. Annual output 80
7.2.2. Suppliers 81
7.3. Kejian 82
7.3.1. Annual output 82
7.3.2. Suppliers 82

8. Analysis on future elements impacting the development  84
8.1. Lens 84
8.2. Micro sensor 85
8.2.1. Quality of photos and shot restriction 85
8.2.2. Improvement in CMOS micro sensors 86

9. Prediction of demand for camera modules in the future 87
9.1. Demand in 2005 87
9.2. Changes of demand and sales from 2003 to 2009  87

10. Conclusion and suggestion 89
10.1. Industrial trend 89
10.2. Popularity of mobile phones provides the camera module industry with vast room for development.  89
10.3. In mainland China, the development prospect is good.  89
10.4. Taiwan dominates the global market of mobile phone camera module market 90
10.5. Japan dominates CCD micro sensors, America and Korea control CMOS micro sensors 90
10.6. With the development of 3G network, mobile phone camera module industry faces both challenge and opportunity 90
 Catalogue of Tables

Table 1. Major mobile dealers in China in 2006 10
Table 2. Major oversea mobile phone dealers in China in 2006 10
Table 3. Joint ventures (including China-Hong Kong joint ventures) 10
Table 4. Taiwan and Hong Kong invested enterprises 11
Table 5. Foreign invested enterprises 11
Table 7. Camera mobile phone modules 15
Lens size of 1.3 million pixel camera 21
Table 9. Major suppliers in 2005 26
Table 10. Major achievements of Mitsubishi 27
Major cooperation of Samsung from 2004 to June, 2007  33
Table 12. Major achievements of Mitsubishi 34
Table 13. Major cooperation of Mitsubishi from 2004 to June, 2007 35
Table 14. Major achievements of Panasonic 36
Table 15. Major cooperation of Panasonic from 2004 to June, 2007 38
Table 16. Major achievements of Sony 39
Table 17. Comprehensive performance of 2004 on 31st, Mar, 2005 40
Table 18. Major cooperation of Sony from 2004 to June, 2007 42
Table 19. Major achievements of Sharp 42
Table 20. Major cooperation of Sharp from 2004 to June, 2007 44
Table 21. Major achievements of Toshiba 44
Table 22. Major cooperation of Sanyo from 2004 to June, 2007 46
Table 23. Major cooperation of Sharp from 2004 to June, 2007 50
Table 24. Major achievements of Conexant 50
Table 25. Major cooperation of Conexant from 2004 to June, 2007 53
Table 26. Major achievements of Omnivision 53
Table 27. Major cooperation of Omnivision from 2004 to June, 2007 56
Table 28. Major achievements of Pixart 56
Table 29. Major cooperation of Pixart from 2004 to June, 2007 57
Table 30. Major achievements of IC MEDIA 58
Table 31. Major cooperation of IC MEDIA  from 2004 to June, 2007 59
Table 32. Major achievements of TASC 60
Table 33. Major cooperation of TASC from 2004 to June, 2007 60
Table 34. Comparison of CCD and CMOS
Table 35. Comparison of major technology features of CCD and CMOS 66
Table 36. Development of CCD  67
Table 37. Manufacturers of CMOS micro sensors 74
Table 38. Comparison of module manufacturers 75
Table 39. Production of key oversea manufacturers in 2005 76
Table 40. Online search system procedure of Konka 80
Table 41. Income of Kejian mobile phone camera in 2005 (uint: 10,000 RMB) 81
Catalogue of Charts
Chart 1. Development of mobile subscribers from 1997 to 2006  9
Chart 2. Method of gathering data/information needed 13
Chart 3. Analysis method of data/information needed 14
Chart 4. Market shares of assembling enterprises in the second half of 2005 18
Chart 5. Production trend of global mobile phone camera from 2002 to 2008 (unit: 100 million RMB)  18
Chart 6. Ratio of 0.3 M and 1 M pixel mobile phones from 2006 to 2007 22
Chart 7. Sale from 2003 to 2006 (unit: 10,000 sets) 23
Chart 8. Ratio of camera mobile phones in the overall sales from 2003 to 2006 24
Chart 9. Distribution of sales market in the world in 2006 25
Chart 10. Liquid lens of Samsung 28
Chart 11. Sales of Samsung in 2006  30
Chart 12. Market shares of Samsung in 2006  30
Chart 13. Ratio of income of mobile phone camera module to the overall income in 2006 31
Chart 14. Details of operation income of Samsung in the first quarter of 2006 by services  31
Chart 15. Details of operation profits of Samsung in the first quarter of 2006 by services 32
Chart 16. Sales of Sanyo from 2000 to 2005 48
Chart 17. Comparison of supply of 2005 and 2006 48
Chart 18. CCD internal structure 62
Chart 19. Structures of CCD and CMOS micro sensors (with English illustrations below) 65
Chart 20. Output of CCD and CMOS from 2002 to 2008 73
Chart 21. Ration of focus on 1 M pixel mobile phone by prices in 2005 75
Chart 22. Production of Bird in 2000, 2002 and 2005 78
Chart 23. Sales of Konka from 2003 to June, 2007 80
Chart 24. Cooperation of Guangbao and Kejian from 1999 to 2005 (unit: 10,000 RMB) 81
Chart 25. Domestic demand and sales from 2003 to 2009 86