scansen imagers 2009

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The Competitive Technical Intelligence Perspective Don Scansen semiconDr Inc. Image Sensors 2009 www.semicondr.com semicon r Research-ANalysis-Decision

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Image Sensors 2009: The Competitive Intelligence Perspective•Overview of image sensor technology currently on the market•The global patent landscape and R&D investment trends•Market share analysis

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Page 2: Scansen Imagers 2009

2Image Sensors 2009

0

350

700

1050

1400

2005 2006 2007 2008 2009 2010 2011 2012 2013-10

-5

0

5

10

15

20

Un

its S

hip

ped

(M

illio

ns)

Year-

over-

year

(%)

Volume (Millions)

Y-O-Y (%)

Worldwide Cameraphone Shipments

Source: Fomalhaut Techno Solutions / Ministry of General Affairs of Japan

In 2011, volumes return to pre-recession levels.

semicon rResearch-ANalysis-Decision

Page 3: Scansen Imagers 2009

3

AR layer

color filter

µlens

W

Reverse engineering images and analysis are provided courtesy of Chipworks who were the first to provide competitive intelligence reports on consumer BSI technology.

Image Sensors 2009

First Backside Illuminated (BSI) CMOS Image Sensors Introduced by Sony in 2009

BSI Technology to become more prevalent for pixels < 1.4µm

1.75 µm

semicon rResearch-ANalysis-Decision

Page 4: Scansen Imagers 2009

Image Sensors 2009

OmniVision First to Produce BSI Image Sensor for Cameraphone Market

Reverse engineering images and analysis are provided courtesy of Chipworks who were the first to provide competitive intelligence reports on OmniVision BSI technology.

4

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Page 5: Scansen Imagers 2009

5Image Sensors 2009

WW Patent Applications - Image Sensor

0

2000

4000

6000

8000

2001 2002 2003 2004 2005 2006 2007USPTO JPO EPO KIPO

Is activity in the US representative of worldwide trends?

semicon rResearch-ANalysis-Decision

Page 6: Scansen Imagers 2009

6Image Sensors 2009

Applications for US Patent on Image Sensor

0

1,500

3,000

4,500

6,000

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009*

*Forecast

Patent activity is a measure of R&D effort, so is it in decline?

semicon rResearch-ANalysis-Decision

Page 7: Scansen Imagers 2009

0

1.667

3.333

5.000

1999 2001 2003 2005 2007 2009*

7Image Sensors 2009

*2009 Numbers are Forecasts Based on Activity through March 31

Image Sensor - % of Total USPTO Volume

US Patent Application Rate Trends

0

7.5

15.0

22.5

30.0

1999 2001 2003 2005 2007 2009*

Image Sensor - % of USPTO Volume on Integrated Circuit

Image sensor R&D is robust compared to activity in other technologies.

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Page 8: Scansen Imagers 2009

8Image Sensors 2009

US Patent Application Rate Trends- Backside Illumination

Total Volume BSI Applications on File in USPTO Database

*Forecast

BSI technology is not new, but application volume becomes significant in 2004 and continues to accelerate through to the present (once adjustments are made for delays in USPTO database updates).

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Page 9: Scansen Imagers 2009

9Image Sensors 2009

US Patent Applications Assignee Distribution- Backside Illumination

It is no surprise that OmniVision and its foundry partner, TSMC, account for nearly one-third of BSI applications.

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Page 10: Scansen Imagers 2009

10Image Sensors 2009

US Patent Applications - Backside Illumination

Assignees Listed on BSI Applications on File in USPTO Database (Jan. 1, 1999 through May 31, 2009)

Nearly half of all applications belong to assignees with only a single BSI application.

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Page 11: Scansen Imagers 2009

Acknowledgements

• Minatake Kashio, Fomalhaut Techno Solutions / Japanese Ministry of General Affairs

• Ray Fontaine, Chipworks

11Image Sensors 2009semicon r

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