Nikkei · Image sensors · World No.1 CMOS (~50%)
Sony Semiconductor Solutions
World No.1 in CMOS image sensors (~50% share) and a semiconductor subsidiary wholly owned by Sony Group. A key supplier of iPhone camera sensors, with dominance such that even rival camera brands — Nikon mirrorless/DSLR — run on Sony silicon. It makes sensor pixels in-house and outsources logic to TSMC and others, a hybrid structure.
6758.T Updated Jul 12, 2026 3 AI consumers· 2 recurring
Per the valuechain.wiki graph, Sony Semiconductor Solutions is directly linked to 3 companies (1 supply, 2 revenue relationships) and reaches 38 companies within two hops; the links are backed by 8 dated sources, 1 of them primary filings (as of 2026-07-12).
Financials & Segments
- Total revenue · World No.1 in CMOS image sensors
- Segments · World No.1 in CMOS image sensors
Revenue from
- Apple High confidence· Market share >50% · 2024 · global CIS share
Supplies CMOS image sensors for Apple iPhone cameras — the largest customer of its ~50% CIS share, benefiting directly from premium-smartphone camera upgrades.Confirms EN SEC EDGAR Published Jun 20, 2026: Sony Group Form 20-F (FY ended Mar 2026) — Imaging & Sensing SolutionsMentions EN Analyst consensus Published May 1, 2026: Sony Group I&SS (image sensors) — buy-tilted analyst consensus (mobile/AI sensor demand) - Nikon High confidence
Supplies image sensors for Nikon's mirrorless/DSLR cameras (e.g., the IMX609AQJ in the Z9) — for Sony, a large-format (full-frame) sensor customer second to smartphones, and a case of dominance where even rival camera brands run on Sony silicon.Mentions EN Nikon Rumors Published Sep 28, 2025: Who produces the sensors for Nikon's mirrorless cameras (Sony, Tower)Confirms EN DPReview Published Jun 8, 2022: TechInsights confirms Nikon Z9 uses a Sony Semiconductor sensor - smartphone & automotive-electronics OEM (undisclosed) Medium confidence
Supplies CMOS image sensors to smartphone and automotive OEMs — automotive is a new growth axis as ADAS/autonomy expand camera counts.
Pays to
- TSMC Medium confidence
Outsources image-sensor logic-die foundry to TSMC — a hybrid structure with pixels in-house and logic outsourced. - equipment & infrastructure (undisclosed) Low confidence
Equipment and infrastructure (undisclosed). - wafers · materials (undisclosed) Low confidence
Parts, materials and R&D (undisclosed).
Investors
- Sony Group (parent) High confidence
Sony Group wholly owns Sony Semiconductor.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Intel | lead2 | +6.1 | -46.6 | +94.6 | -59.6 | +84 | +197.7 |
| Apple | lead1 | +34.6 | -26.4 | +49 | +30.7 | +9.1 | +16.2 |
| Nikon | lead1 | +46.2 | +10.9 | +23.1 | +13.7 | +19.7 | +15.9 |
| Sony Semiconductor Solutions | node | +27.2 | -8.4 | +27.8 | +17.9 | +1 | -2.4 |
| TSMC | benef1 | +12.1 | -36.7 | +42.3 | +92.6 | +55.9 | +43.6 |
| SUMCO Corporation | benef2 | -4.3 | -3.9 | +21.3 | -48.1 | +41.7 | +225.8 |
| GlobalWafers | benef2 | +26.9 | -29.9 | +14.3 | -39 | +48.9 | +171.6 |
| Applied Materials | benef2 | +83.6 | -37.5 | +68 | +1.1 | +59.6 | +135 |
| Lam Research | benef2 | +53.7 | -40.7 | +88.6 | -6.8 | +139.2 | +105 |
| Onto Innovation | benef2 | +112.9 | -32.7 | +124.6 | +9 | -5.3 | +103.6 |
| KLA | benef2 | +68 | -11.2 | +56 | +9.4 | +94.5 | +91 |
| SCREEN Holdings | benef2 | +40.7 | -13.2 | +220.1 | -24.1 | +84.9 | +86.3 |
| Teradyne | benef2 | +36.8 | -46.3 | +24.8 | +16.5 | +54.4 | +85.9 |
| Resonac | benef2 | -2.6 | -4 | +37.5 | +30.3 | +137.9 | +80.4 |
| Tokyo Electron (TEL) | benef2 | +40.4 | -14.5 | +89.8 | -4.4 | +61.6 | +78.2 |
| Qnity Electronics | benef2 | · | · | · | · | · | +76.3 |
| Entegris | benef2 | +44.6 | -52.5 | +83.5 | -17.1 | -14.6 | +72.8 |
| ASML | benef2 | +64.1 | -30.5 | +39.9 | -7.7 | +55.8 | +68.6 |
| Global Unichip | benef2 | +21.4 | +67.6 | +99.4 | -13.7 | +101.4 | +66.4 |
| BESI | benef2 | +33.7 | -6.1 | +121.8 | -9.3 | +35 | +56.2 |
| Fujimi Incorporated | benef2 | +64.7 | -1.6 | +40.4 | -24.2 | +28.4 | +54.6 |
| Shin-Etsu Chemical | benef2 | +6.3 | +3.1 | +57.8 | -15.6 | +7.6 | +44 |
| Tokyo Ohka Kogyo (TOK) | benef2 | -2.7 | -3 | +63.8 | +4.3 | +111.5 | +42.9 |
| Ebara | benef2 | +58.1 | +2.3 | +76.1 | +41 | +84 | +32.3 |
| ASM International | benef2 | +44.2 | +2.9 | +68.7 | +10.3 | +25.9 | +28.8 |
| Linde | benef2 | +33.4 | -4.4 | +27.7 | +3.2 | +3.2 | +25.1 |
| Cadence Design Systems | benef2 | +36.6 | -13.8 | +69.6 | +10.3 | +4 | +22.9 |
| Lasertec | benef2 | +78.9 | +2.4 | +57 | -60.6 | +138.9 | +22.4 |
| Advantest | benef2 | +17 | -2.3 | +155.7 | +49.5 | +196 | +17.1 |
| Air Liquide | benef2 | +14.1 | +7.9 | +20.9 | +8.5 | -4.8 | +12.5 |
| Disco Corporation | benef2 | -6.6 | +27.7 | +218.5 | +11.6 | +49.6 | +10.2 |
| EO Technics | benef2 | +7.6 | -28.2 | +130.5 | -16.2 | +163.2 | +0.7 |
| HPSP | benef2 | · | · | +216.5 | -30.4 | +54.7 | -4.5 |
| Synopsys | benef2 | +42.1 | -13.4 | +61.3 | -5.7 | -3.2 | -5.2 |
| Photronics | benef2 | +68.9 | -10.7 | +86.4 | -24.9 | +35.8 | -6.6 |
| Leeno Industrial | benef2 | +21 | -5.3 | +18.3 | +9.5 | +150.1 | -30.3 |
YTD as of 2026-07-10 · source: Yahoo Finance
The thesis is a No.1 image-sensor position that effectively monopolizes the 'eye' of smartphones, automotive and industrial cameras. With ~50% CIS share, Apple's iPhone is its largest customer and even rival camera brands like Nikon use Sony sensors — exposing it to every camera-equipped device rather than one set maker. The next growth axes are smartphones, where camera counts rise and sensors move upmarket (larger formats), and automotive, where ADAS and autonomy grow camera demand. Its hybrid structure outsources sensor logic to TSMC, giving some dependence on leading-edge foundry capacity; the risk is that revenue is heavily tied to the premium-smartphone (iPhone) cycle and rolls over when set sales slow.
Analysis generated from returns as of 2026-07-10Analyst ratings
Consensus: Buy 2 · Hold 1 · Sell 0 · Avg. target ¥4,717 · Price ¥3,359 (07-10) · Upside +40%
| Broker | Rating | Target | Published | |
|---|---|---|---|---|
| Goldman Sachs | Buy | ¥4,100 | Jun 17, 2026 | Report ↗ |
| Jefferies | Buy | ¥5,350 | Oct 5, 2025 | Report ↗ |
| Citi | Neutral/Hold | ¥4,700 | Sep 30, 2025 | Report ↗ |
Group-level (6758.T) consensus skews strong buy, with Goldman Sachs and Jefferies at Buy on music catalog and AI positioning while Citi stays at Hold.