CMOS 图像传感器:光学核心元器件,目前海外厂商占据主要份额。CMOS 图像传感器是摄像头模组核心元器件,对摄像头的光线感知和图像质量起到关键影响。从需求端来看,作为摄像头核心零部件,目前智能手机为CMOS 下游主要应用端,在CMOS 市场规模占比超60%,而从增速来看,汽车、安防等领域的CMOS 需求增速较快,各下游应用领域有望拉动CMOS 出货量及价值量提升。从供给端来看,索尼和三星合计占据...
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