Willsemi(SH:603501) Guan Cha Zhe Wang·2025-04-29 23:47Group 1 - Weir Semiconductor reported Q1 2025 revenue of 6.472 billion yuan, a year-on-year increase of 14.68%, and a net profit of 866 million yuan, up 55.25% from the previous year [1] - Weir Semiconductor, established in May 2007, focuses on the design and sales of semiconductor devices, with over 700 product models across four main product lines [1] - The company's products are widely used in various fields including mobile phones, computers, televisions, communications, security, automotive, wearables, and medical applications [1] Group 2 - Weir Semiconductor's subsidiary, OmniVision, ranked third in global CIS shipments with a year-on-year growth of 14% according to CounterPoint's report [1] - In 2024, Weir Semiconductor achieved a revenue of 25.73 billion yuan, a 22.41% increase, with its image sensor solutions business generating 19.19 billion yuan, accounting for 74.76% of total revenue [2] - The CMOS image sensor business from the smartphone market generated approximately 9.802 billion yuan in 2024, reflecting a 26.01% increase from the previous year [2] Group 3 - Sony maintained its market leadership with a slight year-on-year increase in shipments, benefiting from improved production yields and growing demand for high-end smartphones [4] - GalaxyCore, a Shanghai-based company, ranked second with a 34% year-on-year growth in 2024, leveraging cost advantages to capture more Android orders [4] - GalaxyCore reported revenue of approximately 6.39 billion yuan in 2024, a 36.02% increase, with a rapid rise in shipments of products with 13 million pixels and above [4]