World No.1 in CMOS image sensors

Sony Semiconductor Solutions

World No.1 in CMOS image sensors (~50% share) and a key supplier of iPhone camera sensors; outsources sensor logic to TSMC and others.

6758.T Updated Jun 21, 2026

Annual return · 2026-06-19'21+27.2%'22-8.4%'23+27.8%'24+17.9%'25+1%YTD-8.7%

Money in ▸Apple●Market share >50스마트폰·전장 OEM (비공개)◐

Sony Semiconductor SolutionsWorld No.1 in CMOS image sensors

▸ Money outTSMC◐설비·인프라 (비공개)○웨이퍼·소재 (비공개)○

Financials & Segments

Apple High confidence· Market share >50 · 2024 · global CIS share
Supplies CMOS image sensors to Apple.
Confirms KO ETNews Published Jun 1, 2025: "Sony CIS No.1 eyes Korean back-end"
Confirms EN Sony Published May 1, 2025: "Supplies CMOS image sensors to Apple."
Confirms EN Yole Published Jan 1, 2025: "Supplies CMOS image sensors to Apple."
스마트폰·전장 OEM (비공개) Medium confidence
Supplies CMOS image sensors to 스마트폰·전장 OEM.
Confirms EN Sony Published May 1, 2025: "Supplies CMOS image sensors to 스마트폰·전장 OEM."

TSMC Medium confidence
Buys sensor-logic foundry from TSMC.
Confirms EN Sony Published May 1, 2025: "Buys sensor-logic foundry from TSMC."
Confirms EN Yole Published Jan 1, 2025: "Buys sensor-logic foundry from TSMC."
설비·인프라 (비공개) Low confidence
Equipment and infrastructure (undisclosed).
Confirms EN Sony Published May 1, 2025: "Equipment and infrastructure (undisclosed)."
웨이퍼·소재 (비공개) Low confidence
Parts, materials and R&D (undisclosed).
Confirms EN Sony Published May 1, 2025: "Parts, materials and R&D (undisclosed)."

Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.

Company	Chain	'21	'22	'23	'24	'25	YTD
Apple	lead1	+34.6	-26.4	+49	+30.7	+9.1	+9.8
Sony Semiconductor Solutions	node	+27.2	-8.4	+27.8	+17.9	+1	-8.7
TSMC	benef1	+12.1	-36.8	+42.5	+92.9	+56	+53.3
SUMCO Corporation	benef2	-4.3	-3.9	+21.3	-48.1	+41.7	+163.6
Applied Materials	benef2	+83.6	-37.5	+68	+1.1	+59.6	+140.7
Lam Research	benef2	+53.7	-40.8	+88.8	-6.9	+139.5	+128.1
Teradyne	benef2	+36.8	-46.3	+24.8	+16.5	+54.4	+126.4
GlobalWafers	benef2	+27.3	-30.3	+14.4	-38.9	+51	+123.3
KLA	benef2	+68	-11.2	+56	+9.4	+94.5	+114.2
Entegris	benef2	+44.6	-52.5	+83.5	-17.1	-14.6	+112.5
Onto Innovation	benef2	+112.9	-32.7	+124.6	+9	-5.3	+111.4
Resonac	benef2	-2.6	-4	+37.5	+30.3	+137.9	+105.5
BESI	benef2	+33.7	-6.1	+121.8	-9.3	+35	+89.5
Tokyo Electron (TEL)	benef2	+40.4	-14.5	+89.8	-4.4	+61.6	+84.1
ASML	benef2	+64.1	-30.5	+39.9	-7.7	+55.8	+81
SCREEN Holdings	benef2	+40.7	-13.2	+220.1	-24.1	+84.9	+71.9
Tokyo Ohka Kogyo (TOK)	benef2	-2.7	-3	+63.8	+4.3	+111.5	+52.9
Lasertec	benef2	+78.9	+2.4	+57	-60.6	+138.9	+51.4
ASM International	benef2	+44.2	+2.9	+68.7	+10.3	+25.9	+50.8
Shin-Etsu Chemical	benef2	+6.3	+3.1	+57.8	-15.6	+7.6	+43.8
Disco Corporation	benef2	-6.6	+27.7	+218.5	+11.6	+49.6	+29
Advantest	benef2	+17	-2.3	+155.7	+49.5	+196	+24.6
Cadence Design Systems	benef2	+36.6	-13.8	+69.6	+10.3	+4	+23.9
HPSP	benef2	·	·	+216.5	-30.4	+54.7	+21.7
Synopsys	benef2	+42.1	-13.4	+61.3	-5.7	-3.2	-3
Leeno Industrial	benef2	+21	-5.3	+18.3	+9.5	+150.1	-12.6
MKS Instruments	benef3	+16.4	-51	+22.6	+2.2	+54.4	+154.7
Wonik QnC	benef3	+26.2	+2	+11.9	-33.7	+53.4	+25.1
TCK (Tokai Carbon Korea)	benef3	-10.1	-16.9	+2.8	-28.7	+225.7	+8.6
Hana Materials	benef3	+106	-30.5	+26.1	-47.4	+173.9	-3.6

YTD as of 2026-06-19 · source: Yahoo Finance