According to media reports, there was previous news that Samsung Electronics will raise CIS prices in 2024. Industry sources revealed that Chinese CIS manufacturers plan to follow up with the price increases. Some manufacturers said that demand in the mobile phone market is gradually picking up, the CIS is speeding up inventory removal, and prices have bottomed out and rebounded.

According to media reports, Samsung issued a CIS price increase notice to customers on November 29, and officially launched price increases in the first quarter of 2024. The price increase mainly focuses on products with specifications above 32MP. Fangzheng Securities believes that as Samsung launches the first round of price increases in the CIS, Howell and other relevant manufacturers are expected to follow suit at the same time in the future, thus driving a continued increase in performance. Furthermore, with the release of the multi-mode AI model Gemini, the demand for cameras as the main information entry point for AI vision will continue to increase, which will further drive the increase in market space in the CIS. According to ICInsights, the global CIS market is estimated to be 26.9 billion US dollars in 2026.

According to the Finance Federation's theme library, among the relevant listed companies:

Stevie's main products are high-performance CIS chips. The company's customers include mainstream mobile phone brand customers such as Samsung, Xiaomi, Lenovo, and Honor, while high-end flagship 50 megapixel series products have also begun to cooperate with related brand manufacturers.

Well Co., Ltd. is one of the top three image sensor leaders in the world. The company has new CIS products with 50 megapixels or more. The OV50H has been applied to the Xiaomi 14 series 50MP main camera released on October 26, and the company's high-end flagship camera capabilities are gradually showing.