This was the presentation I made during the Image Sensors 2008 conference in San Diego (Nov 17, 2008)

1. Market Trends & Prognosis for Image Sensors A Perspective Shri Sundaram, Toshiba America Electronic Components, Inc.

2. Two technologies I could comment on…

3. What’s today’s agenda?

4. CCD Linear Sensors are structurally similar to CMOS Area Sensors Sensor Array Linear Sensor Area Sensor Read-out and Transport Charge Coupled Device (CCD) CMOS (Analog Memory) Output Analog (generally AFE is outside) Digital (generally integrated AFE) Timing Generator and Control

6. Market size has witnessed explosive growth Suppliers have scaled their capacity Toshiba estimates In 1980s there were several suppliers of Linear Sensors In 2000s the 90% of the market is dominated by 3 vendors Top 3 vendors have scaled their capacities to meet today’s demand

8. Consumer use has driven unit cost down! Toshiba estimates Unit costs are based on estimates

9. Large portfolio of products driven by multiple applications and market tiers MFPs At least 3-4 different types of MFPs High end Scanners At least 3-4 different types PPCs At least 4 categories of PPCs BCRs At least 2-3 types Based on evolution of Toshiba products

11. Packaging technologies evolved for ease of manufacturing & maximizing performance Here too, packaging has evolved to provide improvements in image quality, performance and also offering lower cost and ease of manufacturability

14. Market size is witnessing an explosive growth . 97* 98* 99 00 01 02 03 04 05 06 07 Area CMOS IS Shipments 2,000 4,000 6,350 14,600 19,300 33,300 46,300 217,300 391,500 873,200 1,058,000 1999-2007 figures: In-Stat, Oct. 2008 *1997-1998 figures: Toshiba estimates

15. Here too…Consumer needs are driving product development The world before camera phones

16. Over the last 5-6 years two applications have come to dominate the landscape

17. Consumer use dominating the application landscape  Cost per unit has come down 1997 1999 2001 2002 2003 2004 2005 2006 2007 2008 DSC Built-in PC camera Camera Phones VGA VGA VGA 1-3MP >5MP Source: Toshiba VGA Module ASP

18. Packaging technologies are evolving for both high performance and manufacturability Toshiba estimates

19. Tougher engineering metrics are leading to better performance at lower unit cost Based on evolution of Toshiba products Smaller Pixels Smaller Image Pipeline logic Larger Fill Factor Lower Cross talk More pixels Higher Resolution Eng metrics will lead to feature improvements in image quality, performance and while reducing the unit cost of the sensor… Let’s see how…

20. Eng metrics will evolve providing better performance at lower unit cost

23. We have lived through these four stages… been there seen that Linear Image Sensor Business (~ 20 years)

24. We are only half way there with Area Sensors… long way before the market matures *HBR Dec 2002; M/S. Deans, Kroeger, Zeisel Linear Image Sensor Business (~ 20 years) CMOS Area Sensor Business (~ 10 years)

25. Area Sensors have a long way to go; yet offer a glimpse of what to expect… Area figures: In-Stat, Oct. 2008 & Toshiba estimates Linear figures: Toshiba estimates

31. Reduction-type scan system design Structure of Image Scanner Structure of Carriage

32. Contact Image Sensor Module CIS TG