Once the CMOS sensor cell phone camera chip big brother Howe does not voluntarily to the younger brother, with the help of the Chinese consortium is listed financing platform, borrows the king luxuriant turned into China a-share market, capital market to domestic helper, branch figure than to stage A comeback...

Mobile phone CMOS sensor camera chip market pattern is set, the player the seating arrangement are: SONY, samsung, Howe OV, kuwaitis, SK hynix, thought than branch, byd, wonders, etc.

Once the big brother Howe does not voluntarily to the younger brother, with the help of the Chinese consortium is listed financing platform, borrows the king luxuriant turned into China a-share market, capital market to domestic helper, branch figure than to stage A comeback.

After Beijing jun is announced suspension acquired 100% Howe and a new three board company industry attention, landing last year new three board local camera chip manufacturers than families become object of speculation, but the company did not respond.

Recently, thought than announcement says, is planning a major matters, since October 11, 2016 opened suspended. New three board data shows that, the branch is a Beijing than IC design company, revenue mainly comes from mobile phones and tablets used in CMOS image sensor chip sales, mainly USES the "distribution is given priority to, direct selling is complementary" sales model.

Industry analysts @ core stratagem research wen-jun gu weibo said: public announcement before jun is to purchase than families, microelectronics, almost looks good. When international companies less and less, more and more big, more and more difficult is mergers and acquisitions of domestic quality enterprises become the merger was one of the most practical option.

In that case, Howe with jun is listed platform integration, than is camera chip industry will be a big attraction.

Than is not a good helper, and a little raffish

Than family as the core technology with independent intellectual property rights "super pixel signal processing technology (SuperPix)" and "super image processing techniques (Superlmage)", chip accumulative total sales of more than 50 million pieces, successfully developed 12 million pixels high performance image sensor chip, is China's first breakthrough of thousands of domestic chip level pixel level.

Turn over past information, however, than is not a good helper, management ability, business continued losses, ring assembly house payment in arrears cases; Even a little raffish work in the venture capital: a stake in fingerprint identification startup.

, according to the new three board than division was established in 2004 on September 28, on August 10, 2015 on the new three board, at present belongs to the base layer, way to trade for the transfer agreement. Between January and June of 2016 operating income of 188 million yuan, up 35.44% from a year earlier, the net profit of RMB 2.8354 million, 79.64% more than last year, performance losses of 13.79 million yuan in 2015.

Than said, operating income increased by 35.44% than the same period last year, mainly because of the mobile phone market in general is in a state of slow growth, but the resolution of the mobile phone cameras in the rapid ascent, demand high pixel product in rapid growth. Thanks to the company the increase of the proportion of high pixel product shipped during the reporting period the company business revenue and profit growth in a certain range.

In fact, three years ago, than declined to pay part payment for goods with suzhou crystal semiconductor technology co., LTD. "implode", which is one of the country's largest camera chip assembly house.

Not long ago, the thought than announced on September 27, the company intends to purchase 2.7 million shenzhen impression cognitive technology co., LTD. 1.17% stake in the company is mainly engaged in research and development of fingerprint chip sales.

Howe own, than price war to yourself

Camera chip industry looks promising, a huge number of smart phones, laptops, tablets, consumer robots, digital SLR, unmanned aerial vehicle (uav) on the dynamic control system, security, mobile camera or automotive radar and other consumer electronic products, there is a small number of applications in industry, national defense, medical imaging equipment, or need to be integrated into robotics, or need to develop an immersive experience, all kinds of opportunities and competition coexist.

But for now, shipments, the largest of the traditional 3 c markets, SONY, samsung monopoly in most high-end market share, other manufacturers can only fight in the end the following markets, to occupy the market, low-end camera chip price war in full swing.

According to camera industry intelligence, chip industry market data shows that in the first half of this year, SONY is no longer involved 8 m below the low-end market, its products more than 8 m monthly shipment is 24.2 KK; 5 m chip monthly market totaled 34.8 KK. Among them, the OV, samsung, Hynix, micro, thought than families, five companies accounted for about 52%, 19%, 17%, 10%, 17%.

SONY's exit means 5 m market become the new battlefield for several other chip manufacturers price war, gross margins will decline, the market share of the largest OV first. With the industry, said the OV in compression 5 m product line copy SONY takes high-end course, much-needed capital. OV launched new product 5675 market response, however, is not ideal, is likely to have become rivals.

In addition, samsung is subject to service cannot get the recognition of domestic customers, 8 m / 5 m market falter; Hynix flagship of 553 monthly shipment about 5 kk, wantonly bargain grab market; Families and micro except for consignment samsung chips, there are two big customers blessing, huawei, lenovo competitive 5 m market more easy.

Earlier, than families, has also been free under 2 m and low-end market, in the wake of lattice micro pace, down 5 m1 / chip unit price, product 5506 below the industry average of $0.1 how, but this product in July shipments only 225 k. One industry source said that "blindly bargain, shipments of supports, cause than 2 m, and the following products, almost no profit to speak of."

Cell phone camera chip competition is intense, low-end market price war jitters. After former SONY samsung interception, Hynix, micro pursuit. OV than families - integration thoughts are clay idol river trapped, if Howe to 5 m below the line transition to think than families, borrows the double dividend, and all the impact in the high-end market may be a good choice.

However, the cell phone camera chip market situation is unclear, Howe to think than such weak combination, it is difficult to produce chemical reaction than expected.