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Part 1: Set Market

Influenced by macro factors such as the Russia Ukraine war, super inflation and the COVID-19, the global smartphone market will continue to decline in 2022. Sigmantell estimates that the global smartphone shipments will be about 1.17 billion units in 2022, a year-on-year decrease of about 10.3%. At the same time, the global economy is expected to enter a moderate recession trend due to the adverse factors such as the US interest rate increase and the continuing conflict between Russia and Ukraine. It is expected that the global smartphone will show a slight decline trend in 2023, driven by no significant factors, and the market will have no obvious driving force to boost the overall market growth in the short term.
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Part 2: CMOS Image Sensor Market

The demand continued to be sluggish. The shipment of mobile phone image sensors was about 1.13 billion, down about 10.9% year on year in 22Q3
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The excess capacity is transmitted to upstream wafer plants, and it is imperative to significantly reduce production, and the capacity is gradually transferred to the China mainland
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The trend of multi camera continues to fall, and the optical dimensions continue to upgrade
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The concentration of the supply chain has been improved, and Sony is the largest in the high-end market
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The industry turns to "profit plate", and high-end market competition intensifies
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