豪威集团于12月31日至1月7日招股,获基石投资认购约2.79亿美元

Core Viewpoint - The company, OmniVision Technologies, is set to launch an initial public offering (IPO) of 45.8 million H-shares, with a share price of HKD 104.8, aiming to raise approximately HKD 4.693 billion for strategic investments and business expansion [1][4]. Group 1: Company Overview - OmniVision is a global fabless semiconductor design company, primarily known for its CMOS image sensors (CIS) [1]. - The company operates in three main business lines: image sensor solutions, display solutions, and analog solutions, targeting high-growth industries such as smartphones, automotive, medical, and security [1]. Group 2: Market Position and Financial Performance - According to Frost & Sullivan, OmniVision ranks as the third-largest digital image sensor supplier globally, holding a market share of 13.7% as of 2024 [2]. - Revenue increased from RMB 20 billion in 2022 to RMB 21 billion in 2023, representing a growth of 4.7%, and is projected to grow by 22.5% to RMB 25.7 billion in 2024 [2]. - For the first half of 2025, revenue rose by 15.3% to RMB 13.9 billion compared to RMB 12.1 billion in the same period of 2024 [2]. Group 3: Strategic Investments and Use of Proceeds - The estimated net proceeds of approximately HKD 4.693 billion from the IPO will be allocated as follows: 70% for R&D in key technologies over the next 5-10 years, 10% for enhancing global market penetration and business expansion, 10% for strategic investments and acquisitions, and 10% for working capital and general corporate purposes [4]. Group 4: Cornerstone Investors - The company has entered into cornerstone investment agreements with several investors, including Wildlife Willow Limited and UBS AM Singapore, committing to purchase shares worth approximately USD 279 million [3]. - The participation of cornerstone investors is expected to enhance the company's visibility and reflects confidence in its business prospects [3].