REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT
P9 P10 P20 Pro Mate 20 Pro P30 Pro Mate 30 Pro P40 Pro Smartphone Camera Modules Comparison 2020 Vol. 3 Focus on Huawei SP20525 - IMAGING report by Audrey LAHRACH Physical Analysis by Véronique LE TROADEC & Guillaume CHEVALIER December 2020 – Sample
22 bd Benoni Goullin 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr ©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 1 Table of Contents
Cost Comparison 96 Overview / Introduction 5 o CIS Die Cost Comparison o Executive Summary o Reverse Costing Methodology o Front Facing o Glossary o Rear Facing Company Profile & Supply Chain 9 o Total CIS Die Price o Huawei, Sony, Omnivision o CM Cost Comparison o Players & Market Forecast Physical Comparison 19 o Front Facing o Camera Module Overview o Rear Facing o Summary of the Physical Analysis o Total CM Price o Huawei P40 Pro Detailed Physical Analysis 122 o Huawei P30 Pro ➢ P Series o Huawei P20 Pro o P40 Pro ✓ Front & Rear Camera o Huawei P10 o P30 Pro o Huawei P9 ✓ Front & Rear Camera o Mate 30 Pro o P20 Pro o Mate 20 Pro ✓ Front & Rear Camera Physical Evolution 55 o P10 o Display Evolution ✓ Front & Rear Camera o Huawei Front Camera Evolution P Series o P9 o Huawei Rear Camera Evolution P Series ✓ Front & Rear Camera o Huawei Front Camera Evolution/Comparison Mate vs P Series ➢ Mate Series o Huawei Rear Camera Evolution/Comparison Mate vs P Series o Mate 30 Pro o Camera Module Description ✓ Front & Rear Camera o Bonding & Stacking evolution (Sony & Omnivision) o Mate 20 Pro ✓ Front & Rear Camera Feedbacks 240 SystemPlus Consulting services 242 ©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 2 Executive Summary
Overview / Introduction o Executive Summary o Reverse Costing Huawei is among the top 3 smartphone OEMs today. Each OEM makes their own choices to try and stand out from the crowd, Methodology and they may be similar or different from one manufacturer to another. For example, a manufacturer may choose to keep a o Glossary larger pixel size on one of these cameras to maintain good brightness and allow better photos in a low-light environment, or to put the emphasis on zoom by incorporating a periscope that can multiply by 5 or more the magnification, or even use image Company Profile & Supply sensors with higher or lower resolutions depending on the function of the camera... Chain Huawei was the first to switch to dual cameras on the back in his P9 model or to integrate Periscope for his telephoto camera in Physical Comparison his P30 Pro. Physical Evolution Therefore, this full reverse costing study has been conducted to provide insight on technology data, manufacturing cost and Cost Comparison selling price of the Huawei P series and Mate series camera module including P40 Pro, P30 Pro, P20 Pro, P10 & P9; Mate 30 Pro, Mate 20 Pro. Detail Physical Analysis This report also includes a comparison and an evolution of the costs and technological choices made by Huawei on the Feedbacks smartphones mentioned. With optical and SEM pictures, the analysis of these cameras visible front and rear has been pushed to allow the maximum information to be observed whether at the level of the CMOS Image Sensor with the size of the sensor, Related Reports the technology node, the stacking process or whatever at the level of the camera module with the lens module, the prisms if there are any, the housing, the VCM ... About System Plus
©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 3 Reverse Costing Methodology
Overview / Introduction o Executive Summary The reverse costing analysis is conducted in 4 phases: o Reverse Costing Methodology o Glossary
Company Profile & Supply Teardown of the smartphone in order to have access to the Consumer Camera Module. Chain Component choice Physical Comparison
Physical Evolution Package is analyzed and measured Cost Comparison • Molded packages are decapsulated and dies are extracted to get data on dimensions, technology node, pad number and die marking. Detail Physical Analysis Physical • Cross-section is made to have access to process structure Analysis Feedbacks • Setup of the manufacturing process.
Related Reports Setup of the manufacturing environment About System Plus Costing Cost simulation of the process steps analysis
Supply chain analysis Selling Analysis of the selling price price analysis
©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 4 Summary of CCM Analyzed – Huawei P & Mate Series Mate & P Series Overview / Introduction
Company Profile & Supply Chain
Physical Comparison o Camera Module Overview o Summary of the Physical Analysis o HuaweiP40 Pro o Huawei P30 Pro o Huawei P20 Pro o Huawei P10 o Huawei P9 o Huawei Mate 30 Pro o Huawei Mate 20 Pro o Summary Table
Physical Evolution
Cost Comparison
Detail Physical Analysis
Feedbacks
Related Reports
About System Plus
*Ass: Assembly type Conn: Connector type ©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 5 Summary of CIS Analyzed - Huawei P & Mate Series Mate & P Series Overview / Introduction
Company Profile & Supply Chain
Physical Comparison o Camera Module Overview o Summary of the Physical Analysis o HuaweiP40 Pro o Huawei P30 Pro o Huawei P20 Pro o Huawei P10 o Huawei P9 o Huawei Mate 30 Pro o Huawei Mate 20 Pro o Summary Table
Physical Evolution
Cost Comparison
Detail Physical Analysis
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 6 Huawei P40 Pro – Camera Modules Overview
P40 Pro Module Dim. Front xxxmm3 Overview / Introduction Without flex OIS/AF xx / xx Company Profile & Supply Chain Total Camera Volume: xxxmm3 Lenses number x Average Lens Physical Comparison Total CM Cost: xxx$ xxxmm Diameter o Camera Module Overview Total CM Price: xxx$ Filter Material xxxx o Summary of the Physical Analysis TTL Distance xxmm o HuaweiP40 Pro Release date: Mnf. Assembly o Huawei P30 Pro March 2020 Main Front CM Cross-Section o Huawei P20 Pro Rear ©2020 by System Plus Consulting o Huawei P10 o Huawei P9 o Huawei Mate 30 Pro o Huawei Mate 20 Pro o Summary Table
Physical Evolution
Cost Comparison
Detail Physical Analysis Rear Main CM Cross-Section Rear Wide CM Cross-Section Telephoto Rear CM Cross-Section Feedbacks ©2020 by System Plus Consulting ©2020 by System Plus Consulting ©2020 by System Plus Consulting
3 Module Dim. Without flex xxxxmm3 Module Dim. Without flex xxxmm3 Module Dim. Without flex xxxmm Related Reports OIS/AF xx/xx OIS/AF xx/xx OIS/AF xx/xx About System Plus Lenses number xx Lenses number x Lenses number x
Average Lens Diameter xxxmm Average Lens Diameter xxmm Average Lens Diameter xxmm
Filter Material xxx Filter Material xxxx Filter Material xxxxx TTL Distance xxxmm TTL Distance xxmm TTL Distance xxxxmm Mnf. Assembly Mnf. Assembly Mnf. Assembly P40 Pro ©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 7 Huawei P40 Pro – CMOS Image Sensors Overview P40 Pro Front Die Area xxmm² Overview / Introduction Total CIS Die Area: xxxmm² Pad Number xx Company Profile & Supply Chain Total CIS Die Cost: $xxx Pixel Array xxmm² Physical Comparison Total CIS Die Price: $xxx o Camera Module Overview CIS resolution xxMp o Summary of the Physical Pixel Size xxµm Analysis o HuaweiP40 Pro Release date: Techno node xxnm o Front CM - CIS Die Overview Huawei P30 Pro March 2020 Wafer Bonding xxxxx o Huawei P20 Pro ©2020 by System Plus Consulting o Huawei P10 Rear o Huawei P9 o Huawei Mate 30 Pro o Huawei Mate 20 Pro o Summary Table
Physical Evolution
Cost Comparison
Detail Physical Analysis Rear Main CIS Overview Rear Wide CIS Overview Telephoto Rear CIS Overview ©2020 by System Plus Consulting ©2020 by System Plus Consulting ©2020 by System Plus Consulting
Feedbacks Die Area xxmm² Die Area xxxmm² Die Area xxxmm² Pad Number xx Pad Number xxx Pad Number xx Related Reports Pixel Array xxxmm² Pixel Array xxxmm² Pixel Array xxxmm² About System Plus CIS resolution xxxMp CIS resolution xxxMp CIS resolution xxxMp
Pixel Size xxxµm Pixel Size xxµm Pixel Size xxµm Techno node xxnm Techno node xxnm Techno node xxnm Wafer Bonding xxx Wafer Bonding xxxx Wafer Bonding xxxxx
P40 Pro ©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 8 Front CCM Comparison – Sensor Die Mate vs P Series Overview / Introduction
Company Profile & Supply Chain
Physical Comparison
Physical Evolution o Display Evolution o Huawei Front P Series o Huawei Rear P Series o Huawei Front Mate vs P Series o Huawei Rear Mate vs P Series o Camera Module Description o Sony Process Description Huawei Mate 30 Pro – o Omnivision Process Huawei P20 Pro – Huawei Mate 20 Pro – Huawei P30 Pro – Front CIS Overview Description Front CIS Overview Front CIS Overview Front CIS Overview ©2020 by System Plus Consulting ©2020 by System Plus Consulting ©2020 by System Plus Consulting ©2020 by System Plus Consulting Cost Comparison
Detail Physical Analysis Smartphone P20 Pro Mate 20 Pro P30 Pro Mate 30 Pro Die Area xxmm² xxmm² xxmm² xxmm² Feedbacks Pad Number xx xx xx xx Related Reports Pixel Array xxmm² xxmm² xxmm² xxmm²
About System Plus CIS resolution xxMp xxMp xxMp xxMp
Pixel Size xxµm xxµm xxµm xxµm
Techno node xxnm xxnm xxnm xxnm Wafer xx xx xx xx Bonding CIS Mnf. x x x ©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 9 Sony Manufacturing Process - 3D Stacked BSI with TSV Process
Overview / Introduction
Company Profile & Supply Chain
Physical Comparison
Physical Evolution o Display Evolution o Huawei Front P Series o Huawei Rear P Series o Huawei Front Mate vs P Series o Huawei Rear Mate vs P Series o Camera Module Description o Sony Process Description o Omnivision Process Description
Cost Comparison
Detail Physical Analysis
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 10 Front Camera CIS – Front-End Cost
Overview / Introduction
Company Profile & Supply Chain
Physical Comparison
Physical Evolution
Cost Comparison o CIS Die Cost Comparison o Front Facing o Rear Facing o Total CIS Die Price o CM Cost Comparison o Front Facing o Rear Facing o Total CM Price
Detailed Physical Analysis
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 11 Front Camera CIS – CIS Die Cost
Overview / Introduction
Company Profile & Supply Chain
Physical Comparison
Physical Evolution
Cost Comparison o CIS Die Cost Comparison o Front Facing o Rear Facing o Total CIS Die Price o CM Cost Comparison o Front Facing o Rear Facing o Total CM Price
Detailed Physical Analysis
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 12 Front Camera CIS – CIS Die Cost
Overview / Introduction
Company Profile & Supply Chain
Physical Comparison
Physical Evolution
Cost Comparison o CIS Die Cost Comparison o Front Facing o Rear Facing o Total CIS Die Price o CM Cost Comparison o Front Facing o Rear Facing o Total CM Price
Detailed Physical Analysis
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 13 Rear Camera Module Body Cost – Mate Series
Overview / Introduction
Company Profile & Supply Chain
Physical Comparison
Physical Evolution
Cost Comparison o CIS Die Cost Comparison o Front Facing o Rear Facing o Total CIS Die Price o CM Cost Comparison o Front Facing o Rear Facing o Total CM Price
Detailed Physical Analysis
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 14 Rear Camera Cost – Mate Series
Overview / Introduction
Company Profile & Supply Chain
Physical Comparison
Physical Evolution
Cost Comparison o CIS Die Cost Comparison o Front Facing o Rear Facing o Total CIS Die Price o CM Cost Comparison o Front Facing o Rear Facing o Total CM Price
Detailed Physical Analysis
Feedbacks
Related Reports
About System Plus
©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 15 Huawei P40 Pro – Front CM - Overview P40 Pro 8.5mm Overview / Introduction
Company Profile & Supply
Chain 9.4mm Physical Comparison
15.5mm Connector 4.9mm Physical Evolution 2x12 Positions
Cost Comparison Camera Module with flex – Top, Back & Side View Detail Physical Analysis ©2020 by System Plus Consulting o Huawei P40 Pro xxxxxxx o Huawei P30 Pro (xx x xx x xxmm) ©2020 by System Plus Consulting o Huawei P20 Pro o Huawei P10 xxx mm o Huawei P9 xxmm² Die Area o Huawei Mate 30 Pro (xx x xxmm) Xxxxxx – Marking die o Huawei Mate 20 Pro Nb of PGDW per xxxx Camera Module with Lenses Module removed – Feedbacks 12-inch wafer xxmm Back View ©2020 by System Plus Consulting Related Reports Pad Number xx
xxxmm² xxmm About System Plus Pixel Array xxmm (xx x xxm) Pixel Array xxµm xxxMp CIS resolution (xxxx x xxxx) Pixel Area xxµm² Pixel Size xxµm CIS Die Overview ©2020 by System Plus Consulting Microlenses (xxµm) – SEM View ©2020 by System Plus Consulting ©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 16 Huawei P40 Pro – Front CM - CIS Delayering & Cross-Section P40 Pro
Overview / Introduction
Company Profile & Supply xxx µm² Chain
Physical Comparison
Physical Evolution
Cost Comparison SRAM Memory – SEM View Pixels – SEM View ©2020 by System Plus Consulting Transistor in Logic Circuit – SEM View Detail Physical Analysis ©2020 by System Plus Consulting ©2020 by System Plus Consulting o Huawei P40 Pro o Huawei P30 Pro o Huawei P20 Pro o Huawei P10 o Huawei P9 o Huawei Mate 30 Pro o Huawei Mate 20 Pro Pixel Array circuit xx nm Feedbacks (BSI) Related Reports
About System Plus Transistor in Logic Circuit – SEM View Logic ©2020 by System Plus Consulting circuit Technology Node estimated xxnm
Wafer Bonding xxxxx Pixel Array + Logic Circuits Cross-section – SEM View ©2020 by System Plus Consulting ©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 17 Huawei P40 Pro – Front CM - Camera Cross-Section P40 Pro
Overview / Introduction
Company Profile & Supply Chain Section Plane Physical Comparison ©2020 by System Plus Consulting
Physical Evolution xxmm xxmm Cost Comparison xxxmm xxmm Detail Physical Analysis o Huawei P40 Pro xxxmm o Huawei P30 Pro xxmm o Huawei P20 Pro o Huawei P10 o Huawei P9 xxmm o Huawei Mate 30 Pro xxmm o Huawei Mate 20 Pro xxmm
Feedbacks xxmm Related Reports
About System Plus
Camera Module Cross-Section – Optical Overview ©2020 by System Plus Consulting
©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 18 Related Reports
Overview / Introduction
Company Profile & Supply Chain REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING MARKET AND TECHNOLOGY REPORTS & MONITORS - YOLE
Physical Comparison IMAGING IMAGING • Smartphone Camera Module Comparison 2020 Vol. 2: • CMOS Camera Module Industry for Consumer & Automotive Physical Evolution Focus on Samsung 2020 • Smartphone Camera Module Comparison 2020 Vol. 1 • Status of the CMOS Image Sensor Industry 2020 Cost Comparison • Mobile camera Module Comparison 2019 • CMOS Image Sensor Quarterly Market Monitor • Mobile CMOS Image Sensor Comparison 2019 Detail Physical Analysis • Sunny Optical Folded Optics “Periscope” Camera Module Feedbacks
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©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 19 SystemPlus Consulting SERVICES
©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 20 Business Models Fields of Expertise
Overview / Introduction
Company Profile & Supply Chain
Physical Comparison
Physical Evolution Custom Analyses (>130 analyses per year) Cost Comparison
Detail Physical Analysis
Feedbacks Reports (>60 reports per year) Related Reports
About System Plus o Company services o Contact Costing Tools
Trainings
©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 21 Contact
Overview / Introduction
Company Profile & Supply Chain
Physical Comparison FRANKFURT/MAIN Europe Sales Office Physical Evolution NANTES LYON KOREA Cost Comparison Headquarter YOLE HQ YOLE CORNELIUS TOKYO YOLE Inc. YOLE KK Detail Physical Analysis
GREATER CHINA Feedbacks YOLE
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About System Plus o Company services o Contact Headquarters Europe Sales Office America Sales Office Asia Sales Office 22 bd Benoni Goullin Lizzie LEVENEZ Steve LAFERRIERE Takashi ONOZAWA 44200 Nantes Frankfurt am Main WESTERN US Tokyo FRANCE GERMANY T : +1 310 600 8267 JAPAN +33 2 40 18 09 16 +49 151 23 54 41 82 [email protected] T : +81 804 371 4887 [email protected] [email protected] [email protected] Chris YOUMAN EASTERN US & CANADA Mavis WANG T : +1 919 607 9839 TAIWAN www.systemplus.fr [email protected] T :+886 979 336 809 CN: +8613661566824 [email protected]
©2020 by System Plus Consulting | SP20525 – Smartphone Camera Module Comparison 2020 Vol 3: Focus on Huawei | Sample 22