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Capitalism: Duopoly on sensors market
  • Sony held a 52% share of the image sensor market in 2017, according to IHS Markit. Second-place Samsung Electronics controlled 19%.

    So, together we have 72% for companies who also have secret coordination agreement.

    And

    Sony will spend $5.34 billion over the three years through fiscal 2020. The investment represent 30% increase over the previous three fiscal years, aims to lift production capacity by 20% to 30%.

    So, by 2020 we can end up at around 85% region for this pair.

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  • Wonder who will make Panasonic’s new “organic” sensor?

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    The world’s image sensor market is estimated to grow to $27 billion by 2023 from $17.2 billion in 2019, according market research firm Techno Systems Research (TSR). In the market, Sony took up the lion’s share of 49.1 percent, much bigger than 17.9 percent of Samsung Electronics.

    In reality for modern high res sensors this Sony-Samsung secret cartel holds up to 99%.

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