Blogger Mobile phone CMOS inventory has bottomed out and price increases will be irreversible.

Inventory of Blogger Mobile's CMOS for phones has hit a low and prices to rise may be permanent.

【Mobile China News】On November 30th, according to a digital blogger on social media, a mobile phone manufacturer has suggested raising the price of CMOS sensors in order for suppliers to also profit. However, since the CMOS market is currently in the bottom phase of destocking, many products are being sold at “rock-bottom prices,” making it difficult for sensors like OV64 to earn substantial profits.

The current situation is that CMOS inventory is gradually decreasing, and with the launch of new products, the market is about to enter a new cycle. Compared to low-end products in the past, current CMOS components have higher gross profit margins. Combined with the upcoming price increase cycle, price increases are inevitable.

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According to reports, Samsung recently took the lead in raising prices for CMOS components. According to industry rumors, Samsung has issued price increase notifications for CMOS image sensors (CIS) to customers, with an average increase of up to 25% in the first quarter of next year, and some products may even see increases of up to 30%. Some analysts believe that after Samsung takes the first step in raising prices, it will bring benefits to domestic CMOS manufacturers. Companies like Weir, Goke Micro, and Sittware have all seen their stock prices rise. These domestic CMOS manufacturers have achieved remarkable results in terms of technology and market share, and are expected to benefit from the price increase trend and market recovery in the future. With the recovery of the smartphone market and the warming up of the mobile phone component market, the demand for mobile image sensors is also increasing. For domestic CMOS manufacturers, seizing opportunities, improving their own technological and brand strength during the price increase cycle, will be the challenges and opportunities they will face in the future.

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