SMIC May Increase Its Wafer Prices by 10% QoQ in 3Q24, Potentially Exerting Pressure on OmniVision.
June 28, 2024
Key Takeaways:
- OmniVision has maintained a cost-effective position in the CIS market through its collaboration with SMIC, which offers lower wafer prices, especially in Y2023.
- SMIC plans to increase wafer prices by 10% in 3Q24 due to higher costs from using double patterning technology and historically low wafer prices that have affected profitability.
- Despite the anticipated cost increases from SMIC, OmniVision is likely to keep the price of its flagship sensor OV50H unchanged to maintain its market share.
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Authors
Eddie Han
Eddie Han, Sr. Analyst/Research Director at Isaiah Research, has been studying smartphone industry for 10+ years. Focus on smartphone and the related components supply chain research. Master in Social Enterprise, Fu Jen Catholic University, Taiwan. Currently as the Sr. Analyst/Research Manager of Smartphone Team at Isaiah Research and lead 3+ members to work on supply chain analysis from smartphone(Apple/Android), 5G, RF, camera, display to XR research with a solid methodology. Business development and customer management include top-tier smarphone brands and components vendors. Used to work as Sr. Industry Analyst/Section Manager for 10+ years at Market Intelligence and Consulting (MIC). Conduct 150+ smartphone industry reports on OEM/EMS/ODM shipment tracker, application processor, radio frequency, display and 5G communication related research.
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