Imaging - both cameras and sensors - is one of three pillars along with Xperia smartphones and PlayStation consoles that the company is leaning on to stop the haemorrhaging at its flagship electronics division. Sony expects its sales of imaging sensor chips to jump 16% to 360 billion yen ($3.52 billion) in the year ending this month.
Sony dominates the imaging sensor segment. Its high-end imaging chips are the "film" in the main cameras of both Apple's iPhone 5S and Samsung's Galaxy 4, according to a break-down analysis of those products.
Sony has had little business selling lower-quality sensors, which are typically used in front-facing cameras, said Yutaka Okamoto, president of the company's device division.
But now, some smartphone makers are upgrading their front-facing cameras for users who want sharper self-portraits, and that has opened up a whole new market for Sony, Okamoto said.
Several fast-growing Chinese smartphone makers, keen to move upmarket, are also beginning to put in orders for Sony's high-spec chips, he said.
The division could get an even bigger profit boost from its nascent business making high-margin camera modules, which include lenses and circuitry as well as sensors, while tablets as well are joining the bandwagon towards more megapixels and higher resolutions.
Despite its lead in sensor technology, however, Sony faces a rising threat from a familiar rival - Samsung Electronics. The South Korean tech giant has hammered Japanese electronics makers in businesses from TVs to memory chips.
Samsung's newest flagship smartphone, the Galaxy S5, is due to be fitted with an image sensor developed and manufactured in-house by the South Korean company, with Sony no longer the main supplier.
"Our strength - and Samsung's - is that we can accumulate expertise on our own production lines," Okamoto said.
"The fact that Samsung makes their own products on their own line with their own technology, that's a threat," he told Reuters in an interview last week.
Selfie-conscious
Sony is looking to expand its sensor production capacity next year with a factory in northern Japan it agreed to buy from struggling chipmaker Renesas Electronics for a total investment of 35 billion yen ($342 million) including new equipment.
Sony has calculated that capacity at its existing factories would be unable to keep up with demand by mid-2015, even with a drop in demand for compact camera sensors, Okamoto said.
Sony and smartphone memory chip maker Toshiba are the only big Japanese chipmakers expanding production, while Renesas has restructured to focus on automotive chips and Panasonic has sold most of its chip plants to foreign players.
Elpida Memory, Japan's last maker of PC memory chips, was bought by Micron Technology last year after seeking bankruptcy protection.
Sony says its image sensor business is turning a profit, while other major divisions such as TVs and PCs are in the red and the company as a whole expects a 110 billion yen net loss for the year to March 31.
Macquarie Capital Securities director of research Damian Thong estimates the sensor business earns an operating margin of 10 to 15%.
Sony says its global market share for smartphone image sensors is at 44%, mainly in the back-facing cameras used to snap photos. Screen-side sensors tend to be of lower quality, and that market is led by Omnivision Technologies, the No.2 in market share. Samsung is third, according to Techno Systems Research, a Tokyo-based market researcher.
As Sony grabs more sensor business in screen-side cameras and in Chinese smartphones from fast-growing manufacturers such as Xiaomi that tout high-end, made-in-Japan parts as a selling point, Sony's device business is increasingly tied to the smartphone market.
But Okamoto plays down worries that smartphone growth might peak out within the next few years, citing a number of other promising markets for image sensors.
"Our hope is that wearables are next. We also expect to see increasing demand for sensors used in medical devices, autos, and in agriculture," he said.
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