Samsung CIS takes the lead in price increase: up to 25%

【Lansheng Technology News】On November 29, Samsung recently announced the first price increase for CIS (CMOS image sensor) components. It was reported in the industry that Samsung has issued a CIS price increase notice to customers. The average increase in the first quarter of next year will be as high as 25%, and individual product increases will be as high as 25%. The highest is 30%, and the product range is mainly in specifications above 32 million pixels.

According to a report released by the research institution Yole in July this year, in the global CIS supplier revenue rankings in 2022, Samsung ranked second with a 19% share. Among domestic manufacturers: Omnivision (11% share) ranked third. Galaxycore (4% share) and Smartsens (2%) are also among the top 10.

The market also believes that after Samsung takes the lead in raising prices, it may also benefit domestic CIS manufacturers. The stock prices of Weil, Gekewei, and Smartway all rose today.

At the end of October this year, OmniVision's parent company Vail Co., Ltd. said in a survey by several institutions, "The company's OV50H product is the beginning of the company's high-end main camera layout. 50 million pixels have become the mainstream specification in the market, and demand is rising. Across mobile phones from low-end models to flagship models”;

At the end of October this year, Gekewei said in a survey, "Currently, the company's 32-megapixel products have been mass-produced; the 50-megapixel products are being verified by customers, and the company is confident that it will receive orders within this year."

Yesterday, November 28, when answering questions on the investor interactive platform, Smartway said, "For the 50-megapixel product track, the company has launched two high-end CIS products SC550XS and SC520XS, which can meet the performance requirements of flagship-level smart phones. Demand for mobile phone main cameras, front cameras, ultra-wide-angle and telephoto cameras. The SC550XS, which focuses on the high-end flagship main camera market, has been mass-produced and shipped during the reporting period, and another high-end product SC520XS has also entered the small-scale mass production stage."

According to Taiwan Financial News Express, industry analysts believe that Samsung has raised CIS by more than 32M this time for two purposes. First, CIS inventory has recognized inventory losses at the end of this year. The price will be adjusted back to the normal price next year, which is expected to bring back offset benefits. appear in financial reports. Second, the price increase is undoubtedly an announcement to customers in advance that this year's low-price products will no longer be available, and drives customers to start inventory replenishment.