As smartphone makers triple down on cameras to coax customers into upgrading, Sony image sensor factories work nonstop — and it's still not enough.
Sony Corp. is working around the clock to manufacture its in-demand image sensors, but even a 24-hour operation hasn’t been enough.
“Judging by the way things are going, even after all that investment in expanding capacity, it might still not be enough,” Shimizu said in an interview at the company’s Tokyo headquarters. “We are having to apologize to customers because we just can’t make enough.” Semiconductors are now Sony’s most profitable business after the PlayStation. In October, the company raisedfor the chip unit 38% to about $1.8 billion for the year ending March 2020, after second-quarter profit jumped almost 60%. Sony forecasts revenue from its semiconductor division will climb 18% to about $95 billion, of which image sensors account for 86%.
Sony said in May that it controls 51% of the image sensor market as measured by revenue and is targeting a 60% share by fiscal 2025. Shimizu estimates Sony’s portion of the pie grew by a few percentage points this year alone.Like many other technological breakthroughs of the late 20th century — including the transistor, lasers and photovoltaic cells — image sensors were invented at Bell Laboratories. But it was Sony who succeeded in commercializing the charge-coupled devices.
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