Howe's new sensor is about to debut, Samsung and Apple's supply chain may welcome new members

According to the latest news, well-known bloggers have recently revealed that OmniVision, a camera solution provider in the solution field, is preparing to launch a series of new CMOS image sensors (CIS), which are expected to be available as soon as the second half of this year, including OV50M sensor for the mid-range market.

This news has aroused widespread concern in the industry about the future development of Haowei. In particular, whether OmniVision has successfully penetrated into the supply chain networks of Samsung and Apple, the two global mobile phone giants, has become the focus of attention. Although Howe officially did not directly state clearly that it has obtained orders from these two major mobile phone manufacturers, bloggers hinted that the two parties may have signed a confidentiality agreement. A confidentiality agreement usually means that the two parties have already carried out substantial cooperation, but it has not been made public due to business confidentiality requirements.

According to the editor’s understanding, the OV50H sensor has received good reviews from many mobile phone manufacturers, and its actual performance even exceeded industry expectations. Therefore, in the future we are expected to see more domestic mobile phone brands adopt OmniVision’s full set of camera solutions, covering main camera, periscope telephoto, wide-angle and front-facing cameras, showing OmniVision’s comprehensive layout in the CIS product line . This may also provide a positive reference for Samsung and Apple to consider introducing Haowei sensors.

In the CIS market in 2023, Sony still occupies a leading position, with its market share rising to 42%. Although Samsung still ranks second, its market share has dropped to 19%, which also reflects the current competitive situation in the market to a certain extent. OmniVision Group's market share dropped slightly by 11%, remaining close to the pre-epidemic level. However, its active actions and technological innovations in the market, especially the upcoming launch of new products, mean that it is expected to achieve a breakthrough in the fierce market competition, thus It may change the pattern of the CIS market.

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