CMOS image sensors · Camera sensors · Sensor semiconductors
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.
Business categories Electronic Components & Assemblies · Electronic Hardware & Components · primary
6758.T Updated Jul 12, 2026 5 AI consumers· 4 recurring
Per the valuechain.wiki graph, Sony Semiconductor Solutions is directly linked to 3 companies (1 supply, 2 revenue relationships) and reaches 41 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 | +159.6 |
| Target Corporation | lead2 | +32.9 | -34.2 | -1.4 | -2.3 | -24.5 | +72.9 |
| Take-Two Interactive Software, Inc. | lead2 | -14.5 | -41.4 | +54.6 | +14.4 | +39.1 | -16.6 |
| T-Mobile US, Inc. | lead2 | -14 | +20.7 | +15 | +39.7 | -6.6 | -25.6 |
| Apple | lead1 | +34.6 | -26.4 | +49 | +30.7 | +9.1 | +18 |
| Nikon | lead1 | +46.2 | +10.9 | +23.1 | +13.7 | +19.7 | -2.4 |
| Sony Semiconductor Solutions | node | +27.2 | -8.4 | +27.8 | +17.9 | +1 | +11.4 |
| TSMC | benef1 | +12.1 | -36.7 | +42.3 | +92.6 | +55.9 | +50.3 |
| Global Unichip | benef2 | +21.4 | +67.6 | +99.4 | -13.7 | +101.4 | +122.8 |
| SUMCO Corporation | benef2 | -4.3 | -3.9 | +21.3 | -48.1 | +41.7 | +112.8 |
| GlobalWafers | benef2 | +26.9 | -29.9 | +14.3 | -39 | +48.9 | +98.1 |
| Applied Materials | benef2 | +83.6 | -37.5 | +68 | +1.1 | +59.6 | +98 |
| Resonac | benef2 | -2.6 | -4 | +37.5 | +30.3 | +137.9 | +96.4 |
| Lam Research | benef2 | +53.7 | -40.7 | +88.6 | -6.8 | +139.2 | +86.8 |
| Onto Innovation | benef2 | +112.9 | -32.7 | +124.6 | +9 | -5.3 | +86.6 |
| Teradyne | benef2 | +36.8 | -46.3 | +24.8 | +16.5 | +54.4 | +84.6 |
| Entegris | benef2 | +44.6 | -52.5 | +83.5 | -17.1 | -14.6 | +65.1 |
| ASML | benef2 | +64.1 | -30.5 | +39.9 | -7.7 | +55.8 | +61.1 |
| Tokyo Electron (TEL) | benef2 | +40.4 | -14.5 | +89.8 | -4.4 | +61.6 | +57.4 |
| Qnity Electronics | benef2 | · | · | · | · | · | +55.3 |
| KLA | benef2 | +68 | -11.2 | +56 | +9.4 | +94.5 | +53.3 |
| EO Technics | benef2 | +7.6 | -28.2 | +130.5 | -16.2 | +163.2 | +39.4 |
| HPSP | benef2 | · | · | +216.5 | -30.4 | +54.7 | +38.9 |
| SCREEN Holdings | benef2 | +40.7 | -13.2 | +220.1 | -24.1 | +84.9 | +33.7 |
| Advantest | benef2 | +17 | -2.3 | +155.7 | +49.5 | +196 | +29.9 |
| Tokyo Ohka Kogyo (TOK) | benef2 | -2.7 | -3 | +63.8 | +4.3 | +111.5 | +28.7 |
| ASM International | benef2 | +44.2 | +2.9 | +68.7 | +10.3 | +25.9 | +25 |
| Fujimi Incorporated | benef2 | +64.7 | -1.6 | +40.4 | -24.2 | +28.4 | +23.4 |
| Air Liquide | benef2 | +14.3 | +8.1 | +21.1 | +8.7 | -4.6 | +20.7 |
| Linde | benef2 | +33.4 | -4.4 | +27.7 | +3.2 | +3.2 | +14.6 |
| Shin-Etsu Chemical | benef2 | +6.3 | +3.1 | +57.8 | -15.6 | +7.6 | +13.8 |
| Cadence Design Systems | benef2 | +36.6 | -13.8 | +69.6 | +10.3 | +4 | +12.9 |
| BESI | benef2 | +33.7 | -6.1 | +121.8 | -9.3 | +35 | +9.8 |
| Synopsys | benef2 | +42.1 | -13.4 | +61.3 | -5.7 | -3.2 | +8.6 |
| Ebara | benef2 | +58.1 | +2.3 | +76.1 | +41 | +84 | +3.3 |
| Lasertec | benef2 | +78.9 | +2.4 | +57 | -60.6 | +138.9 | -8.5 |
| Photronics | benef2 | +68.9 | -10.7 | +86.4 | -24.9 | +35.8 | -9 |
| Leeno Industrial | benef2 | +21 | -5.3 | +18.3 | +9.5 | +150.1 | -17 |
| Disco Corporation | benef2 | -6.6 | +27.7 | +218.5 | +11.6 | +49.6 | -17.3 |
YTD as of 2026-10-09 · source: Yahoo Finance
Sony Semiconductor Solutions operates across Nikkei, Image sensors, World No.1 CMOS (~50%). It stayed steadily positive in recent years and is +12.9% in 2026. The supply side (avg +41.9%) has moved harder than the stock (+12.9%). That is the classic bottleneck pattern: supplier volume leverage is being priced before this layer's own margin. Among connected nodes the furthest ahead is TSMC (+41.9%) and the furthest behind is Nikon (-2.4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It makes sensor pixels in-house and outsources logic to TSMC and others, a hybrid structure.
Analysis generated from returns as of 2026-09-04Analyst ratings
Consensus: Buy 2 · Hold 1 · Sell 0 · Avg. target ¥4,717 · Price ¥3,814 (10-09) · Upside +24%
| 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.
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