With the launch of BYD's "Eye of the Gods" intelligent driving system, automotive camera sensors have become in demand. At present, the domestic CIS (CMOS image sensor) manufacturers are mainly Weir shares (603501.SH), Smartwell (688213. SH) and Gekewei (688728.SH).

On the morning of February 27, SmartWell published an article on the company's WeChat public account, stating that on February 24, SmartWell signed a long-term deepening strategic cooperation agreement with Hefei Jinghe Integrated Circuit Co., Ltd. (hereinafter referred to as "Jinghe Integration"). "SmartSens and Jinghe have set clear milestones for capacity supply. In the first phase, Crystal Integration will provide SmartSens with a monthly production capacity of 15,000 stacked wafers to meet the mass production needs of SmartSens' current products. With the further increase of SmartSens' product market share, in the second phase, Crystalline Integration will further increase production capacity support and complete the delivery of 45,000 stacked wafers with a monthly production capacity, providing a solid guarantee for the large-scale production and market expansion of SmartSens' high-end CIS products. ”

SmartSens said that in the future, SmartSens and Jinghe Integration will continue to deepen the CMOS image sensor chip industry, deepen technical cooperation in production and research, continuously improve the technical ability and quality of CIS chip products, and enhance the domestic supply capacity of high-end CIS chips.

As for whether the above-mentioned production capacity includes automotive CIS, the relevant staff of Jinghe Integration told the reporter of "Daily Economic News": "This is confidential (information). ”

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