3 companies worldwide can build, Taiwan Media Exposure Shanghai Weier 48 million pixel sensor to increase prices
On January 9th, according to Taiwan's "Electronic Times" report, Shanghai Weir Semiconductor (hereinafter referred to as Weir , 603501.SH), which owns most of OmniVision's shares , will increase the CIS component offer by a range of 10- 20%.
It is reported that the price adjustment products are concentrated in 48-megapixel high-pixel products. The main reason is the increase in terminal demand, and the foundry's production capacity continues to be tight; at the same time, the high-end CIS wafer restructuring (RW) capacity is the most tight in the back-end packaging and testing supply chain. It is expected that the capacity of the cross-strait CIS-related semiconductor supply chain will be fully discharged until the end of 2020.
It is worth mentioning that only Sony, Samsung and Howe have the ability to supply 48 million pixel CIS chips. At the same time, Howe has also successfully entered the supply chain of Huawei, Xiaomi, OPPO and VIVO. .
CIS (CMOS Image Sensor) is a key component for applications such as smartphones and autonomous driving. With the advent of the 5G era, smartphones equipped with multi-lens cameras have become mainstream, and autonomous vehicles also require more lenses to record complex driving data. Both major markets are driving demand for CIS.
Mobile phone camera principle Picture source: National Gold Securities Research Report Hao Wei was a leader in the CIS industry, formerly the American semiconductor company Hao Wei, at its heyday had nearly 50% market share, Sony's market share at that time was only about 7%.
However, in 2011, Sony won orders from Apple with higher quality products. Later, Sony and Samsung continued to make breakthroughs through strong research and development, and launched back-illuminated CIS, stacked CIS and other products, which have won the favor of major mobile phone manufacturers. Wei smart retired third. It was privatized by the Chinese consortium for $ 1.9 billion in 2016.
In May 2018, Weir announced that the company is planning to acquire Howell and complete the transfer formalities in January 2019. Howell has since become a subsidiary of Weir .
However, Howell is still the top three CIS manufacturers in the world. In the field of mobile phones, market research agency Counterpoint estimates that by 2020, the overall global CIS revenue for mobile phones is expected to increase to more than 12 billion U.S. dollars, of which Sony in Japan and Samsung in South Korea Electronics is the world's two major CIS suppliers, with combined revenue accounting for about 85% of global revenue, and Howe is second only to the first two.
In the automotive field, according to the research report of National Gold Securities , ON Semiconductor and Howe ranked firmly in the top two. ON Semiconductor occupies 44% of the global share, Howell occupies 25% of the global share. Automakers such as Mercedes-Benz, BMW, and Tesla are all Howe customers.
Image source: China National Securities Research Report These are the reasons why Weir shares are fancying Howell. Weir Co., Ltd. is mainly engaged in semiconductor design and distribution business. The main products of the design business include discrete devices (TVS, MOSFET, etc.), power management ICs, radio frequency chips, satellite receiving cores, etc .; the distribution business mainly represents and sells dozens of domestic and foreign Products from well-known semiconductor manufacturers.
For Weir shares , the acquisition of Howell has enriched its design business product categories, and has led to the rapid improvement of its overall semiconductor design technology level. Customer Resources.
On October 22, 2019, Vail announced that it plans to increase capital of its wholly-owned subsidiary Howell Semiconductor Shanghai for $ 27 million. The capital increase is to promote the company's "wafer test and wafer reconfiguration production line project" to ensure the smooth implementation of related projects implemented by Howwell Semiconductor Shanghai.
In September 19, Morgan Stanley and Credit Suisse wrote a detailed recommendation report on Weir shares . They believe that after the acquisition of Howell by Weir Shares , in addition to mobile phones and automobiles, in the future in security monitoring, medical, AR, VR and other fields will become China's most important image sensor suppliers.
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