Recently, Weier Co., Ltd. pointed out in an institutional survey that since 2024, automotive intelligence has shown a trend of accelerating popularization, especially domestic automakers, which will be L2+ levelIntelligent drivingThe expansion of technology to low-mid-range models has led to a significant increase in camera loads per vehicle, stimulating significant demand for high-pixel automotive CIS products.
The company has recently launched automotive image sensor products with different specifications based on TheiaCel™ technology, and released new high-performance front-facing machine vision cameras for advanced driver assistance systems (ADAS) and autonomous driving (AD), providing customers with a variety of matching solutions.
As of the end of 2024, the company’s simulation solution business achieved operating income of 1.422 billion yuan, a year-on-year increase of 23.18%. The sales revenue of automotive analog ICs increased by 37.03% year-on-year, accounting for 14% of the revenue of the analog solution business, becoming a new driving force for the growth of analog solutions.
Weier also analyzed that with the recovery of the global semiconductor industry, AI has promoted the recovery of consumer electronics demand, the process of automotive intelligence has accelerated, and the industry as a whole has entered an upward cycle. The company seized market opportunities and achieved significant operating performance growth with the continuous introduction of products in the high-end smartphone market and the accelerated penetration of automotive intelligence. At the same time, by optimizing product structure and supply chain management, the company improved gross profit margin and net profit.
Among them, the OV50X is a 50 million pixel sensor recently launched by the company, using a 1-inch optical format with a pixel size of 1.6 microns, designed for flagship smartphones, with the functions of shooting high dynamic range (HDR) video in a single exposure, excellent low-light performance, fast autofocus and high frame rate. The sensor has the highest dynamic range in the mobile phone industry, using second-generation Lofic capacitors, and HDR expansion to nearly 110db per exposure for cinematic video shooting. OV50X is now available and is expected to be available inIn 2025Mass production began in the third quarter.
By continuously optimizing product structure and supply chain management, the company is expected to further improve gross profit margin. Affected by this, Weier shares’ comprehensive gross profit margin for the whole year of 2024 reached 29.36%, an increase of 7.74 percentage points year-on-year.2025In the first quarter of the year, the gross profit margin continued to improve, achieving a comprehensive gross profit margin of 31.03%, an increase of 3.14 percentage points year-on-year and 2.05 percentage points month-on-month.
The above is the detailed content of Weier shares: the loading volume of bicycle cameras has jumped, releasing a large number of high-pixel CIS demand, for more information, please pay attention to other related articles on the php Chinese website!
