CIS (CMOS Image Sensor)
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思特威-COO 调研_车载 CIS 业务扩张;智能手机 CIS 受规格升级驱动
2026-01-09 05:13
9 January 2026 | 1:32AM HKT Equity Research China Semis Tour: SmartSens (688213.SS) COO visit: Automotive CIS in expansion; Smartphone CIS driven by spec upgrade We hosted SmartSens (688213.SS, Not Covered) COO in our China Semis Tour in Shanghai on Jan 7. SmartSens is a local CIS supplier that focuses on the automotive, smartphones, surveillance, and robotics markets. Management is positive on smartphones CIS spec upgrade, driven by brand clients' emphasis on AI imaging capabilities and highlights SmartSen ...