Demand for high-end CIS components has weakened in the wake of the US trade sanctions against Huawei. But suppliers are ramping up CIS shipments to the midrange segment to meet growing demand from other Chinese handset vendors, such as Oppo, Vivo and Xiaomi who are keen on cannibalizing Huawei in their domestic market. The Huawei woes are affecting many of its suppliers across many different segments, with handset lens modules makers being amoing them. Largan has disclosed that its production in fourth-quarter is unlikely to reach full capacity. For the memory sector, spot prices are expected to rise through at least the end of October, according to memory module maker Adata.
CIS suppliers shifting focus to midrange parts: Major CMOS image sensor (CIS) suppliers including Samsung Electronics and OmniVision reportedly have been pushing sales of midrange CIS components to Chinese handset brands due to increasing market demand, according to industry sources.
Largan unlikely to fully utilize capacity in 4Q20, says CEO: Smartphone-use lens module maker Largan Precision is unlikely to have production capacity fully utilized in the fourth quarter of 2020 mainly because a major client has cancelled massive orders for high-end models, according to company CEO Lin En-ping.
Memory spot prices to rally through end-October, says Adata chairman: Memory spot prices have been rising with the rally set to continue until at least the end of October 2020, according to Simon Chen, chairman for memory module house Adata technology.