summary: August 21 news, according to the latest financial report of Weil shares, Weil shares revenue in the first half of 2020 is 8.043 billion yuan, a year-on-year increase of 41%; net profit is 990 million yuan, a year-on-year increase of 1206%. The key to the substantial year-on-year increase in Weir's net profit is the acquisition of some shares of COMS image sensor manufacturer Howe Technology last year.
Recently, according to the latest financial report of Weil Shares, Weil Shares revenue in the first half of 2020 was 8.043 billion yuan, an increase of 41% year-on-year; net profit was 990 million yuan, an increase of 1206% year-on-year. The key to the substantial year-on-year increase in Weir's net profit is the acquisition of some shares of COMS image sensor manufacturer Howe Technology last year.
Weir shares also stated in the financial report that the company successfully completed the acquisition of Beijing Haowei and Sibeike in 2019. The company has increased the layout of the CMOS image sensor field in its main business, making the company's overall semiconductor design technology fast The improvement has brought the company high-quality customer resources in the fields of smartphones, security, automobiles, and medical treatment. In addition, the number and value of image sensors in the smart phones, automobiles, and security fields have continued to increase steadily in the past two years, which has further improved the company's profitability.
According to ICInsights data, CIS sales in 2018 were US$14.2 billion, with a compound growth rate of 13.9% from 2013 to 2018. It is estimated that by 2023, global CIS sales will reach US$21.5 billion, with a compound growth rate of 8.7 in 2018-2023. %.
In the global CMOS image sensor market, Howe Technology has always been in the top three positions. According to the Japanese research company Techno Systems Research (TSR) released a report on the image sensor market in 2019, Sony ranked first with a 49.1% share, and the second place was Samsung, which shines on Xiaomi 10 Pro and S20 mobile phones, but its The share is only 17.9%, which is a significant gap with Sony; the third place is Howe Technology, which has been acquired by Weir, with a market share of 9.5%.
Although the 9.5% market share of Howe Technology in 2019 has fallen from 11.5% in 2018, this is to a certain extent related to the delay in injecting into listed companies after Howe Technology was acquired by China Capital. Related to brain drain. From 2016 to 2017, Beijing Junzheng and Vale shares announced the acquisition of Haowei Technology, but they all failed.
In August 2018, Weir shares once again initiated the acquisition of Howe Technology. In May 2019, the China Securities Regulatory Commission conditionally approved Weir's acquisition of underlying assets such as Beijing Haowei Technology, Spyco, and Shixinyuan. After the completion of the acquisition, Weir shares hold 85.53% of Beijing Haowei, 42.27% of Spyco, and 79.93% of Shixinyuan. Among them, Howe Technology and Spyco are both COMS image sensor chip manufacturers. After Z1z
Weir shares successfully acquired Howe Technology in 2019, it is also actively integrating the company's various business systems and product lines to give play to the synergies of each business system. At the same time, on the basis of steadily increasing the research and development investment of the original product types, Weir shares continue to increase the research and development investment in the CMOS image sensor chip field of Beijing Howe and Sibeike.
In the first half of 2020, Howe Technology launched a 0.7um small pixel image sensor OV64B with a resolution of up to 64 million for the high-end market, which supports up to 16 million pixel video mode with triple exposure interlaced HDR. Integrating a four-in-one color filter array and on-chip hardware pixel recombination algorithm, it provides 64 million pixels of high-quality real-time Bayer output, enabling high-end mainstream smartphone designers to design slimmer designs with 64 million pixels of high resolution Camera phone. In addition, Weir shares continue to upgrade Nyxel technology to enable the image sensor to operate in low or even no light conditions, and the quantum efficiency of near-infrared imaging at 940nm wavelength reaches 50%.
In addition, Howe Technology also released the first Nyxel technology image sensor OX03A2S for the automotive market, this 2.5 million image sensorThe OX03A2S, which integrates Nyxel technology and 3.2 micron pixels, is designed for external imaging applications. It can detect and recognize objects that other image sensors cannot capture in low light environments, thereby improving the performance of the security system.
In the field of Event-based Vision Sensors (Event-based Vision Sensor), the CeleX series of products developed by Weir Co., Ltd. subsidiary Xinlun Technology are at the leading level in the industry. It is the first in the world to launch a 1M resolution sensor with dynamic information and grayscale. Information time consistency, can provide on-chip optical flow and other characteristics, has obvious technical advantages. At present, in addition to continuing to develop higher performance dynamic vision sensor chips, Weil shares are also working with downstream customers to develop applications based on this chip, including smart phones, home appliances, security, AR/VR (gesture recognition, human tracking), robots /UAV (real-time mapping and positioning), advanced assisted driving (obstacle detection, in-vehicle monitoring), etc.
Editor: Core Intelligence-Lin Zi
