Smartphones Might Have 64MP and 108MP Sensors Soon, Credit Suisse Predicts

A technology and market analysis paper by Credit Suisse predicts smartphones with image sensors of over 100MP to be appear soon.

Excerpt from the report:

Demand from Huawei (32MP CIS mass production) and Xiaomi (long-term contract) has helped Samsung to gain market share in CIS.
Multi-camera smartphones are expected to comprise 65–70% of all models in 2019, up from 40% in 2018. Triple-camera models are expected to account for as much as 20% of all smartphone handsets (up from 1.5% in 2018).
The multi-camera percentage for Samsung Mobile is expected to reach 70% in 2019 (up from 21% in 2018).
Demand for 5MP CIS is booming due to the trend toward multi-camera smartphones (the 5MP CIS is an essential component of triple-camera handsets).
The CIS technology roadmap calls for further evolution towards higher megapixels, with development expected to bring 64MP in 2H 2019 and 100MP in 2020. The trend will increase the number of lenses required (though weight is an issue), demanding higher levels of cooperation between lens, module and AP manufacturers to achieve incremental improvements in image resolution.
With Line 11 undergoing conversion, Samsung is planning to boost the total monthly capacity of its CIS 300mm production lines to 75,000 units by end-2019 and 85,000 units by end-2020. No decision has been taken yet on whether to convert Line 13 to CIS production, but the general plan is to continue expanding capacity steadily.
CIS 300mm line development is underway at SK Hynix.