It may be early but you can see the trend. China and Taiwan are attacking the consumer electronics market to take market share from Japan like Samsung did with TV's. China is already big on refrigerators, for example. They are also targeting DSC and Camcorders. If they use 5MP CMOS and the Japanese firms continue to stay with CCD, you'll be able to get the same quality DSC for half price from Taiwan and China.
Camcorders and such are a big jump from refrigerators. Would have preferred to see design wins from Japananes European or American companies. Those are the camera phones and camcorders that are being sold in China. No chinese companies are even close to competing with SONY ERICSSON, CANON SAMSUNG FUJITSU MOTOROLA NOKIA SIEMANS etc.