消息称索尼在全球图像传感器市场份额高达45% 但失去苹果大单后份额预计下滑

TechWeb.com.cn2025-08-12

8月12日消息，上周有多家外媒在报道中提到，苹果宣布的将同三星电子在得克萨斯州奥斯汀的晶圆厂合作，是CMOS图像传感器，三星电子在奥斯汀的工厂，将为iPhone生产CMOS图像传感器，大规模的生产是定于2026年3月份开始，iPhone 18系列就有望开始采用三星电子的CMOS图像传感器。三星电子与苹果在CMOS图像传感器上进行合作，是在为2015年推出的iPhone 6s代工A9处理器后，时隔...

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6s代工A9处理器后，时隔十余年再次进入苹果的芯片供应链，将为他们的CMOS图像传感器业务带来更大的发展机会，也有助于推升他们芯片业务部门的营收。不过，外媒在报道中也提到，三星电子与苹果在图像传感器上的合作，可能会撼动索尼在全球图像传感器市场的主导地位。外媒的报道显示，在当前的全球图像传感器市场，索尼的份额高达45%，三星电子则是有19%的份额。外媒在报道中表示，索尼目前是苹果iPhone所需图像传感器的独家供应商，考虑到苹果iPhone近几年每年都有超过2亿部的销量，对图像传感器有高额的需求，对索尼来说是大单，对将合作的三星电子也是如此，在苹果与三星电子合作之后，索尼就将失去这一大单，三星电子则是获得了新的大单，双方的市场份额也就将发生变化，三星电子也就有望撼动索尼在全球图像传感器市场的主导地位。（海蓝）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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