From Technologies to Markets
Status of the
CMOS Image
Sensor Industry
2020
Market and Technology
Report 2020
Sample
© 2020
TABLE OF CONTENTS
Part 1/2
Glossary
Companies cited in this report
Report methodology & definitions
What we got right, what we got wrong
Executive Summary
Context
o
Historical perspective and global market
o
CIS market segmentation
o
Huawei ban timeline
o
Global CO2 emission intensity
o
CMOS image sensor landscape, by player(2019)
o
CMOS image sensor landscape, by application (2019-2025)
o
CMOS image sensor technology shift - CMOS vs. CCD
o
CMOS image sensor technology shift - BSI vs. FSI
o
CMOS image sensor technology shift - 300mm vs. 200m
CIS market forecast
2
5
7
8
14
33
Players & rankings
70
2019 CIS revenue rankings, by player
2019 CIS production rankings TOP 10, by foundry
2019 CIS player activity breakdown
2019 CIS mobile market revenue breakdown, by player
2019 CIS consumer photography market revenue breakdown, by player
2019 CIS consumer home market revenue breakdown, by player
2019 CIS consumer computing market revenue breakdown, by player
2019 CIS automotive market revenue breakdown, by player
2019 CIS medical market revenue breakdown, by player
2019 CIS security & surveillance market revenue breakdown, by player
2019 CIS industry market revenue breakdown, by player
2019 CIS Defense & Aerospace market revenue breakdown, by player
Ecosystem
84
2019 M&A activity in CIS
53
CMOS image sensor – M&A historical timeline
o
2019 CIS revenue breakdown, by market, by player
CMOS image sensor – noteworthy news of the last 2 years
o
CIS volume shipment forecast 2015 - 2025
CMOS image sensor – ecosystem
o
CIS revenue forecast 2015 - 2025
CMOS image sensor - supplychain
o
CIS average selling price forecast 2015 - 2025
CMOS image sensor - competitive landscape
o
CIS wafer production forecast 2015 - 2025
CIS foundries - geographic mapping
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
2
TABLE OF CONTENTS
Part 2/2
Mobile market trends
93
Automotive market trends
o
Mobile market dynamics
o
Automotive market dynamics
o
Mobile market volume forecast, by player
o
Automotive imaging trends
o
Market drivers
o
Automotive camera volume forecast and market trend
o
Mobile phone market trend
o
Robotic vehicle trends
o
Mobile resolution mix - forecast
o
3D camera applications
o
Mobile 3D sensing camera trend
o
Mobile optical fingerprint market trend
Consumer market trends
o
Consumer market dynamics
o
120
Other high-end market trends
149
Medical CIS market trends
146
Security & surveillance CIS market rend
164
Industry CIS market trends
173
Defense & aerospace CIS market trend
Technology trends
Pixel/resolution/optical format
Consumer photography volume forecast
o
BSI opened the way to 3D semiconductor
o
Consumer home IOT volume forecast
o
In-pixel hybrid stack technology
o
Consumer market trend
o
In-pixel hybrid stack technology
o
3D imaging & sensing
o
Other technology trends
o
High dynamic range (HDR) with LED flicker mitigation (LFM)
o
NIR IMAGING and sensing
o
Computing market dynamics
o
Computing volume forecast
o
Computing market trends
129
181
187
o
Computing market trends
134
Conclusions
220
Company profiles
224
Yole Group of companies
239
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
3
ABOUT THE AUHTORS
Biographies & contacts
Chenmeijing LIANG
Chenmeijing Liang works as a Technology & Market Analyst within the Photonics & Sensor division. As part of the Imaging team, Chenmeijing
contributes to analyses of CIS markets, related technologies and market strategies as well as the quarterly Monitor. Chenmeijing Liang holds a Master’s
Degree in the field of Applied physics and Optical engineering from Paris-Saclay University and University Pierre and Marie Curie UPMC (Paris,
France).
Contact: chenmeijing.liang@yole.fr
Pierre CAMBOU
Pierre Cambou MSc, MBA, is a Principal analyst in the Photonic and Display Division. Pierre has authored more than 15 Yole Market & Technology
reports. Pierre hold an Engineering degree from Université de Technologie de Compiègne (France) and a Master of Science from Virginia Tech. (VA,
USA), Pierre also graduated with an MBA from Grenoble Ecole de Management (France).
Contact: pierre.cambou@yole.fr
Richard LIU
Richard Liu is a Technology and Market Analyst in the Photonics & Sensing division. Based in Shenzhen (China), Richard focuses on imaging activity as
well as the development of technology & market reports. Richard has over 12 years post graduate experience in both the imaging semiconductor and
camera module industries. Richard graduated from Wuhan University (China) and holds an Electronics Engineering Degree.
Contact: richard.liu@yole.fr
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
4
OBJECTIVES & SCOPE OF THIS REPORT
Markets
CIS devices
Forecasts
Players
Trends
Smartphone camera
Feature phones camera
Mobile
DSLR/DSC
Forecasts
Camcorder
Consumer
Market trends
Market shares
Technology trends
Action Cam
Consumer drones camera
Computing
Players and ranking
Units
AR, VR headset camera
Webcam
Automotive
Laptop camera
$US dollar
Tablet camera
Industrial
Viewing cameras
ADAS cameras
Medical
Security
12’’
Wafers
Capsule endoscopy camera
The objectives of this report are to provide:
X-ray FPD
o A global view about the future of CIS
PET detectors
o An understanding of the CIS markets and applications
(Mobile, consumer, computing, automotive, industrial,
medical, security, and Aerospace/Defense)
Security camera
Machine vision camera
Defense & aerospace
8’’
Are your needs
outside the scope
of this report?
Contact us for a customized report:
o CIS players’ rankings, dynamics and market shares
o CIS market data in $M, units, and wafers for 2019 - 2025
o A presentation of CIS market and technology trends
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
5
A COMPLETE SET OF PRODUCTS & SERVICES TO ANSWER YOUR NEEDS
QUARTERLY
MONITORS
YEARLY
REPORTS
Insight
› Yearly reports
› Market, technology and strategy
analysis
› Supply chain changes analysis
› Reverse costing and reverse
engineering
Format
› PDF files with analyses
› Excel files with graphics and data
Topics
› Photonics, Imaging & Sensing
› Lighting & Displays
› Power Electronics & Battery
› Compound Semiconductors
› Semiconductor Manufacturing and
Packaging
› Computing & Memory
115+reports
reports per
125+
peryear
year
Insight
› Quarterly updated market data and
technology trends in units, value
and wafer
› Direct access to the analyst
SERVICES
Format
› Excel files with data
› PDF files with analyses graphs and
key facts
› Web access (to be available soon)
Topics
›
›
›
›
›
›
›
Advanced Packaging
Application Processor
DRAM
NAND
Compound Semiconductor
CMOS Image Sensors
Smartphones
7 different monitors
quarterly updated
WEEKLY
TRACKS
CUSTOM
SERVICE
Insight
› Teardowns of phones, smart
home, wearables and automotive
modules and systems
› Bill-of-Materials
› Block diagrams
Insight
› Specific and dedicated projects
› Strategic, financial, technical, supply
chain, market and other
semiconductor-related fields
› Reverse costing and reverse
engineering
Format
› Web access
› PDF and Excel files
› High-resolution photos
Format
› PDF files with analyses
› Excel files with graphics and data
Topics
› Consumer: Smartphones, smart
home, wearables
› Automotive: Infotainment, ADAS,
Connectivity
Topics
› Photonics, Imaging & Sensing
› Lighting & Displays
› Power Electronics & Battery
› Compound Semiconductors
› Semiconductor Manufacturing and
Packaging
› Computing & Memory
175+ teardowns per year
190 custom projects
per year
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
6
METHODOLOGY & DEFINITIONS
Yole’s market forecast model is based on matching heterogeneous sources:
Preexisting
information
Forecast
Reconciliation
END SYSTEM
Market segmentation
volume (in Munits),
ASP (in $),
revenue (in $M)
SEMICONDUCTOR DEVICE
Information
aggregation
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
7
COMPANIES CITED IN THIS REPORT
Almalence, Ambarella, Apple, Ams, Arm, Axis, Basler, Bosch, Brigates, BYD, Caeleste,
Canon, Clairpixel, Cmosis, Cognex, Continental, Core Photonics, CSEM, Dahua, DB
Hitek, DXO Mark, Espros Photonics, Evg, Excelitas Technologies, Fairchild Imaging, Flir,
Forza Silicon, Fotonic, Foxconn, Fraunhofer, Fujitsu, Fujifilm, GalaxyCore, Given
Imaging, GoPro, Gpixel, Grass Valley, Hamamatsu, Hasselblad, Himax Imaging,
HikVision, Honeywell, Hoya, HTC, Huawei, Image Lab, IMEC, Infineon, Invisage,
Kingpak, Konica Minolta, Lattice, Leap Motion, Leica, Lenovo, LG, Luxima, Magna,
Mantis Vision, Medigus, Melexis, Microsoft, Mobileye, Movidius, New Imaging
Technologies, Nikon, NXP, Nvidia, Olympus, Omnivision, Omron, ON Semiconductor,
Panasonic, PerkinElmer, Philips, Pixart, PixelPlus, Pelco, PMD Technologies, Pyxalis,
Raytrix, Rosnes, Red, Samsung, Sanei Hytech, Sharp, Silicon Optronics, Sirona, SK
Hynix, SMIC, Siemens, Smartsens, Socionext, Soitec, Sony, STMicroelectronics,
SuperPix, Teledyne, Teradyne, Trixell, TSMC, TowerJazz, TPSCo, UMC,Valeo,Videantis,
Viimagic, WLCSP, Xiaomi, X-Fab, Xintec, Xperi, ZTE, and more.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
8
WHAT WE GOT RIGHT, WHAT WE GOT WRONG
Technology and market forecast - challenge
What we got wrong
What we got right
o CIS’ industry double digit growth
impacted by memory bubble burst
not
o Continuing investments in capacity
o Smartphone market increasing demand for
high end cameras
o Emergence of the Chinese players
o Introduction of new CIS technology (GS, iToF,
dToF)
o Sanctions on Huawei exacerbated demand for CIS
o CIS’ under capacity bubble end of 2019
o Triple stack share of production did not pick up
o Smartphone market increasing demand for low
resolution cameras
o In 2020 COVID-19 crisis had limited impact on the CIS
market
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
9
WHAT DOES OUR ANALYSIS COVER?
From wafer to the first packaged sensor
Market report focus
Market analysis only
Analysis at the
component
level.
Courtesy of Xiaomi
Courtesy of Sony
Courtesy of Omnivision
Courtesy of Sony
Courtesy of Valeo
CIS
wafer
CIS
dies
Courtesy of Apple
Image
sensors
Camera
modules
Courtesy of Tesla
Systems
| Status
of the
CIS industry
| www.yole.fr| ©2020
| ©2018
Status of the CMOS Image Sensor Industry
2020
| Sample
| www.yole.fr
10
WHAT WE GOT RIGHT, WHAT WE GOT WRONG
Yole’s CIS forecast over the years
In 2019 CIS revenues
far exceeded our
forecast
CIS market
forecasting
iterative
approach.
On the short term
2021 and 2022 we
expect be back on
the 2019’s prediction
as the effect of
Huawei
overspending
disappear.
On the longer term
Yole increases its
forecast for CMOS
image sensors to
reach $27B by 2025
Status of the CMOS Image Sensor Industry
2020
| Sample
| www.yole.fr
| Status
of the
CIS industry
| www.yole.fr| ©2020
| ©2018
11
2020 CMOS IMAGE SENSOR INDUSTRY STATUS REPORT
Well exceeding previous forecast in the “Status of CIS industry 2019” the CIS industry did end FY2019 up
13.6% above previously estimated forecast. The CIS industry players exceptionally achieved 25% YoY
growth rate amid a global semiconductor recession.
Having reached
$19.3B in 2019 the
CIS industry is
showing thriving
growth.
Globally the CMOS image sensors industry showed thriving growth. This performance is mainly due to the
sustainability of the mobile camera market but also most of the high-end markets. In this context sanctions
on Huawei exacerbated the demand for CIS having this player adding in the range of 2 quarters of
additional inventory. As of 2019, the industry reached the $19.3B and Yole expectation is for 8.1% CAGR
forecast for 2019 – 2025 timeframe, revenue should hit $27 B within five years. In 2020, security and
automotive have become the second and third largest CIS market segments.
Within “all markets except mobile”, two end product segments are on a downward slope : consumer
photography (DSC, DSLR, action cameras, drone cameras) and computing (PC, laptop, tablets) but with
possible signs of recovery. All other sub-segments, automotive, medical, security, industrial and defense &
aerospace, will outperform CIS market average in the next 5 years. CIS growth is currently dominated by
mobile, this will eventually switch to high-end segments before 2025.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
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2019 CIS REVENUE BREAKDOWN
by market (in $M)
2019
$19.3B
2019
CIS revenue
breakdown
by market.
2018
$15.5B
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
13
2019 CIS SEMICONDUCTOR MARKET SHARES
by player (in $M)
2019 CIS semiconductor marketshare
by player (in % revenue)
2019
$19.3B
2018-2019
CIS revenue
breakdown by
player.
2018
$15.5B
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
14
CIS WAFER PRODUCTION FORECAST 2015 - 2025
by stacking technology (in kW 12” eq.)
CIS is now
mainly produced
using stacked
technology.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
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CMOS IMAGE SENSOR LANDSCAPE
2019 market landscape, by application
Rear and front
cameras for
smartphones remain
the key applications for
CMOS image sensors.
Mobile is king,
but it is not alone.
Yole Développement © 2018
Automotive ADAS
image sensors have
quickly established
themselves as a
dynamic application,
along with surveillance
camera. Medical
imaging remain high
ASP.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
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CMOS IMAGE SENSOR - ECOSYSTEM (1/2)
CIS is a specialized semiconductor supply chain
Image processing
sensors and
software are gaining
importance.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
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MOBILE MARKET DYNAMICS
2014
2007
2000
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
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AUTOMOTIVE MARKET DYNAMICS
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
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SECURITY & SURVEILLANCE MARKET TREND
Smart home
Retail
Doorbell
Smart retail
Smart building
Commercial
camera
Smart retail
Smart
building
Smart city
Government
Infrastructure
camera
Indoor/outdoor
Security
Borde &
r/
surveillance
defens
camera
e
camer
a
Consumer
camera
Home IOT (consumer)
Defense &
border
border & coastal surveillance
homeland security
law enforcement
Smart city
Transportation (industrial)
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
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INNOVATION PATH FOR THE CIS INDUSTRY
High end incremental
New technology
more data
Low end excellence
Current
CIS market
Same markets
up-market race
High end excellence
New markets
open low end
Same technology
better data
Low end disruption
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
21
MOBILE TECHNOLOGY TREND
The market is asking for a smaller module and better image quality
CRA
Due to optical
limitations,
module height
cannot shrink as
desired.
Sensor array
Shifted micro lens array (MLA)
Deep trench isolation (DTI)
Limitations to reducing module height:
o Light must enter the pixel in the corner of
the array. CRA cannot increase.
o Focal length is a consequence of sensor
array size and maximum CRA.
Improvement could come from bended
sensor assembly process which will reduce
the CRA and therefore ease the optical
design.
Courtesy of System Plus
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
22
MOBILE TECHNOLOGY TREND
BSI opened the way to 3D semiconductor
Front-side
illuminated
(FSI)
Backside
illuminated
(BSI)
TSV
stack
Hybrid
stack
TSV
multi-stack
Hybrid-TSV
multi-stack ?
→ Backside
illumination
will
enable ~
100% fillfactor!
→ Backside
illumination
will
enable ~
100% fillfactor!
→ Backside
illumination
will
enable ~
100% fillfactor!
→ Backside
illumination
will
enable ~
100% fillfactor!
Silicon bulk
CIS
wafer
Logic
wafer
Memory
wafer
Computing
wafer
Silicon bulk
2008
Silicon bulk
2010
Silicon bulk
Silicon bulk
2014
2016
Silicon bulk
2018
Silicon bulk
>2020?
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
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THREE-PAGE SUMMARY (1/3)
CIS market & players
• At the end of year 2019, the CMOS Image Sensor (CIS) market was overheated with a combination of high
demand and high prices due to capacity limitations.
•
Despite Coiv-19 2020 should be a reenactment of 2019 with high CIS demand and growth lowered to 7% YoY.
•
Within the industry total revenue of $19.3B in 2019, Sony remains the biggest CIS player. With a market share
of 42%, Samsung 21% and Omnivision 10%, all focusing on mobile with high competition with Sony, STM owning
6% has emerged as a competitor in the NIR sensing space.
•
Mobile keep the most important role for CIS with 69% of market revenues, Security and Automotive have
emerged has significant market sub-segments with growth beyond 20% CAGR.
•
Within consumer products photography has reached a bottom and similarly computing devices. New
momentum from home and IoT products currently include cameras or will in the future.
•
Yole Dévelopment envision a bright future for the CIS industry at 5.7% CAGR, with tighter links to the growth
of semiconductor in general, it is expected to reach $27B in 2025.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
24
THREE-PAGE SUMMARY (2/3)
CIS technology trend
• Technology race remains a key aspect of CIS competition, driving developments in smaller pixels, 3D
semiconductor technologies, and novel pixel designs.
• Over the years, significant improvements have been made to the CIS manufacturing process. The industry has
transitioned from FSI to BSI and now toward stacked BSI, where TSVs are used to make connections to the
sensor array and the logic die. Now the standard technique has moved to hybrid stack using Cu-Cu connections.
• In the latest product in pixel connections are being made.
• New designs, namely GS and ToF technologies, have gained large market access.
• iToF arrays have become the standard approach for implementing 3D in Android phones. Apple strategy is to
invest into breakthrough such as the “Lidar” it brough to market in 2020.
• Quantum and Neuromorphic approaches should bring a new generation of application to market.
• The next technology challenge should the integration of Artificial Intelligence (AI) within CIS sensors.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
25
THREE-PAGE SUMMARY (3/3)
2020 conclusion
• Under COVID-19 situation, the CIS industry was little affected.
• The short-term impact for CIS will be slower growth this year with a 7% YoY and $20.7B expected end result.
• The impact of Huawei ban is much more important since large quantities of CIS inventory were added in 2019
and 2020.This effect stopped the 15th September 2020.
• The expectation for 2021 is therefore the worse we have seen in recent times with a 2% YoY and $21.2B
expected end result.
• On the medium term the CIS industry is expected to grow 5.7% on par with global semiconductor growth.
• A new cycle of growth is expected to come from the high-end markets (industrial, Security and Automotive) as
well as Consumer home and IoT products, alongside continuous growth of the mobile segments.
• The CIS industry has become a major sub-segment of the semiconductor industry. Beyond the US-CN
geopolitical difficulties new challenges such as the mandate to reduce CO2 emissions will come into play and be
part of the competition.
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
26
YOLE GROUP OF COMPANIES RELATED REPORTS, MONITORS, TRACKS
Yole Développement
CMOS Camera Module Industry
for Consumer & Automotive 2020
3D Imaging & Sensing 2020
Contact our
Sales Team
for more
information
Imaging for Automotive 2019
CMOS Image Sensor
Quarterly Market Monitor
Status of the CMOS Image Sensor Industry 2020 | Sample | www.yole.fr | ©2020
27
YOLE GROUP OF COMPANIES RELATED REPORTS, MONITORS, TRACKS
System Plus Consulting
Mobile CMOS Image Sensor
Comparison 2019
Smartphone 3D Sensing
Modules Comparison 2020
Contact our
Sales Team
for more
information
Consumer tracks
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HOW TO USE OUR DATA?
Yole Group of Companies, including Yole Développement,
System Plus Consulting and PISEO, are pleased to provide
you a glimpse of our accumulated knowledge.
We invite you to share our data with your own network,
within your presentations, press releases, dedicated
articles and more, but you first need approval from Yole
Public Relations department.
If you are interested, feel free to contact us right now!
We will also be more than happy to give you updated data
and appropriate formats.
Your contact: Sandrine Leroy, Dir. Public Relations
Email: leroy@yole.fr
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CONTACTS
REPORTS, MONITORS & TRACKS
Western US & Canada
Steve Laferriere - steve.laferriere@yole.fr
+ 1 310 600 8267
Eastern US & Canada
Chris Youman - chris.youman@yole.fr
+1 919 607 9839
Europe and RoW
Lizzie Levenez - lizzie.levenez@yole.fr
+49 15 123 544 182
Benelux, UK & Spain
Marine Wybranietz - marine.wybranietz@yole.fr
+49 69 96 21 76 78
›
›
India and RoA
Takashi Onozawa - takashi.onozawa@yole.fr
+81 80 4371 4887
Greater China
Mavis Wang - mavis.wang@yole.fr
+886 979 336 809 +86 136 6156 6824
Korea
Peter Ok - peter.ok@yole.fr
+82 10 4089 0233
FINANCIAL SERVICES
CUSTOM PROJECT SERVICES
Jean-Christophe Eloy - eloy@yole.fr
+33 4 72 83 01 80
›
Ivan Donaldson - ivan.donaldson@yole.fr
+1 208 850 3914
Japan
Miho Ohtake - miho.ohtake@yole.fr
+81 34 4059 204
Japan and Singapore
Itsuyo Oshiba - itsuyo.oshiba@yole.fr
+81 80 3577 3042
Japan
Toru Hosaka – toru.hosaka@yole.fr
+81 90 1775 3866
GENERAL
Jérome Azémar, Yole Développement jerome.azemar@yole.fr - +33 6 27 68 69 33
› Julie Coulon, System Plus Consulting jcoulon@systemplus.fr - +33 2 72 17 89 85
›
Camille Veyrier, Marketing & Communication
camille.veyrier@yole.fr - +33 472 83 01 01
›
Sandrine Leroy, Public Relations
sandrine.leroy@yole.fr - +33 4 72 83 01 89
›
General inquiries: info@yole.fr - +33 4 72 83 01 80
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2020
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