Huawei may localize CIS supply chain to OmniVision, Smartsens, and GalaxyCore in Y2024 after the termination of Sony’s contract.

September 15, 2023

Key Takeaways:

 

  • As Sony has terminated the contract with Huawei due to sanction concerns, we check Huawei has already piled up Sony’s sensors which can be used till 1H24.
  • To fill the vacancy, Huawei has been localizing CIS supply chain to OmniVision, Smartsens, and GalaxyCore.
  • In long-term, Huawei may have plans to in-house the CMOS sensors by themselves, leveraging mature foundry node 40nm.

 

Full insights are delivered in Sep. 8th weekly report.

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Authors

Eddie Han

Eddie Han, Sr. Analyst/Research Director at Isaiah Research, has been studying smartphone industry for 10+ years. Focus on smartphone and the related components supply chain research. Master in Social Enterprise, Fu Jen Catholic University, Taiwan. Currently as the Sr. Analyst/Research Manager of Smartphone Team at Isaiah Research and lead 3+ members to work on supply chain analysis from smartphone(Apple/Android), 5G, RF, camera, display to XR research with a solid methodology. Business development and customer management include top-tier smarphone brands and components vendors. Used to work as Sr. Industry Analyst/Section Manager for 10+ years at Market Intelligence and Consulting (MIC). Conduct 150+ smartphone industry reports on OEM/EMS/ODM shipment tracker, application processor, radio frequency, display and 5G communication related research.

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  • Huawei
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