OmniVision Integrated Circuits Group(SH:603501) Zhi Tong Cai Jing·2025-12-15 05:59Core Viewpoint - Howie Group (豪威集团) is a global Fabless semiconductor design company primarily focused on CMOS image sensors (CIS), with a strong emphasis on expanding its product offerings and market reach in high-growth industries such as smartphones, automotive, medical, and security [4][5]. Group 1: Company Overview - Howie Group is recognized for its proprietary technology, diverse product solutions, flexible Fabless business model, and extensive customer network [4]. - The company operates in three main business lines: image sensor solutions, display solutions, and analog solutions, continuously expanding its product range to serve various high-growth sectors [4]. Group 2: Product Innovations - In the smartphone CIS sector, Howie Group plans to launch the OV50X image sensor in April 2025, featuring LOFIC technology for single-exposure HDR in all lighting conditions [4]. - In the automotive CIS sector, the company has introduced several products, including the OX08D10 (8MP), OX05D10 (5MP), OX12A10 (12MP), and OX03H10 (3MP) CIS, designed to meet the requirements of next-generation ADAS and autonomous driving [4]. Group 3: Market Position - According to Frost & Sullivan, Howie Group is one of three companies with comprehensive business lines and strong design capabilities among the top ten Fabless IC design companies globally, based on 2024 revenue [5]. - The company ranks as the third-largest digital image sensor supplier globally, with a market share of 13.7% in 2024 [5]. Group 4: Financial Performance - Howie Group's revenue for the fiscal years 2022, 2023, and 2024 is approximately RMB 20.04 billion, RMB 20.98 billion, and RMB 25.71 billion, respectively, with a projected revenue of RMB 13.94 billion for the first half of 2025 [6]. - The net profit for the same periods is reported as RMB 0.95 billion, RMB 0.54 billion, RMB 3.28 billion, and RMB 2.02 billion for the first half of 2025 [6].