豪威集团2026 中期报告
OmniVision Integrated Circuits Group, Inc. 25710404971727680838587899193 A1.00 20171212 ESGESG 20265 720265 7 ESG 30001C 7 88 18127 33191912 H 1617 H0501 A603501 https://www.omnivision-group.com/ FablessTrendForceFabless AIAIAI Fabless Fabless ODMOEM FAE 1 AI(AIoT)AI(WSTS)2026820267,020102%20261.655108%20272.129% 2 Frost & Sullivan202511.8%20293,7402026720266382.19.3%20261–61,772.896.1%1,794.42.063,047 CMOSAIAI 1 (ADAS)(AD)(DMS/OMS)LEDLEDHALETheiaCel®DCG+LOFICNyxel®940DMSOMS LCOSDLPAR-HUD (EEA)(ECU)(SerDes)(PMIC)(MCU)(SBC)SerDesPMICMCUSBCAEC-Q100ASIL-B/D 2 (1) (2) (Global Shutter)Nyxel®BSI(ITS) AIAR/AIAIAIAISLAMAI AIAI(Global Shutter)CISNPUAICameraCubeChip®LCOSAI 3 (1) CameraCubeChip® TDDIOLED DDIC (2) RGB-IR 4 CMOSCameraCubeChip®CIS 5 Nyxel®PureCel®Plus 6AI AISerDes(TIA)(LD Driver)LCOS(WSS)OCSAIMicro-LEDMicro-LEDPDTIA 1 (HDR)AI 2024–2026 2026140.2520250.49%106.7176.17%7.79%32.6323.29%41.01% 2026(i)92.5466.05%10.55%(ii)8.986.41%17.09%(iii)5.193.70%12.94% (1) 202692.5466.05%10.55% CIS Yole20202.2L2+L37~12 YoleAutomotive ADASCIS2021300300/800ADAS20291,200ADAS(HDR)LED(LFM)ISO26262L3CIS ADAS800Nyxel®TheiaCel® 2026LMCAutomotive4,2703.9%20261,501.74.1%992.121.1%509.665.3%31.5916.64% AI 17.2647.12% (i) Fortune BusinessInsights202681.8AI 12.8753.36% (ii) Interact Analysis2026202520307.2%59833D2D3D IDC202520251.8203051 Nyxel®BSI(Global Shutter)3D2.1071.15% (iii)AI(Edge AI) IDCFrost&SullivanAI2024120020291.452025202961.4%AR AI (Global Shutter)SLAMCMOSCameraCubeChip®LCOSAI2.308.46% AI 2026DRAMNANDCounterpointResearch20266%11%Counterpoint Research2026714% 28.3630.98% 2 AI PCAI PCAIAlways On CISCISFrost&SullivanCIS202524.0%202912.40 Grand View Research2025302026342033802026203312.9%CCDCMOSCIS CIS5.0914.73% CIS(Sigmaintell)IPCIPCCISFrost&SullivanCIS20256.9%202914.68 Nyxel®10.2423.78% (2) ICAI 8.9817.09%IC2.0022.27%66.51% 5GFrost&SullivanIC202055720247949.3%202520297.9%20291,128WSTSFrost&SullivanIC202435%202942% AEC-Q100(ASIL-B/D) L2Tier1 AIAILightCountingOpticsfor AI Clusters2026AICPO2602025165TIAMACOMSemtech (3) OmdiaFrost&SullivanTDDI202520.18202924.635.1%OLED DDIC202022.25202449.4122.1%5.9%202965.85 LCD-TDDIOLED DDICTED (Tcon Embedded Driver)ITTDDITDDI TED LCD-TDDI5.1912.94% 2 19.4418.22%12.74% Fabless184,8434,6242172149115 32025DSPAIOBCBMS AI5% 4 Fabless 5A+H 2026112H50,741,100H104.8053.18 HA+H 6 OV-Learning A+H2026H 20266242026H2026H3,800H20267152026H2026H2,96560011H 7 (1) A2026432026718,750,2050.69%813,318,503.882026848,750,205 (2) 20265720253,921,163A2026733,921,163 (3) 2025202620266202510A1.0010H1.14231.25 8ESG ESGESGESGESGESG 20302060SBTi (Science Based Targets initiative, SBTi)2050 1. Fabless19.4418.22%12.74% 4,8434,6242172149115 2. CMOSCMOSBSI2013PureCel®PureCel®PlusPureCel®PureCel®PlusRGB-Ir(HDR) LEDNyxel®XR HeadsetsAR/AI(QE) TheiaCel®(HDR)(HDR)TheiaCel® TheiaCel®(LOFIC)HDR2.1DCG™ HDRLED2025TheiaCel®LEDBusiness IntelligenceGroupBIG Innovation Award CameraCubeChip®CMOSOVMed™LEDLED (LCOS)LEDLCOSLCOSLCOSARXRMR(AR HUD)(WSS) DSPAIOBCBMSDSP LCD DDICTouchFHD/HDBUMPITOLED DDICTED Trench100K~1MHzPSRR55dBLDOAEC-Q100Tier 1 3. CMOS2025CMOSCIS(OmniBSI™)(Nyxel®)LED(LFM)5000ADAS 4. CMOS+CMOSAI 5. FablessFabless 6. 7. (FAE) 8. 20262025630 2026140.1020250.50%(i)106.7176.17%92.5466.05%5.193.70%8.986.41%(ii)0.760.54%(iii)32.6323.29% 2026202510.55%AI 2026202512.94% 2026202517.09%(i)(ii)2.0022.27%66.51% 2026202540.18%(i)(ii) 2026202541.01%AI 20262025630 202542.43202640.27 20262025630 20262025630 20253.3920263.69 20262025630 202513.65202614.73 (1) (2) 202663034.86%2025123135.43% 202663020251231 (3) 202663021,422,600.002025123120,955,239.42 20262025630 20261H46.77 202663020251231 20251231128.002026630149.15 202663037.74%2025123141.46%202663020251231 202663020251231 20266305% 630 2026630 20262025630 2026630 2026 12 2026630 C1 H2026112 2026630 C3 2026630 2026630 20265720251231101.00AH2026571.001.142310H1.1423202664A2026611H2026514HH20265720262026630 6301,261,420,496 (1)2026113,921,163A (2)202663010,715,163A3,921,163A202673 A 2025129[2025]2208H202611245,800,000H1.00104.802026264,941,100H1.00104.8050,741,100H5,31847.7846.7792.18 H70%10%10%10% (1) (I)A A202320232025H17 1. 2. 3. 5% 4.A AAA A 5. 60604848 6. 1% 7. 8. 122436 (i) (a) (1). (2).(3).36(4).(5). (b) (1)12(2)12(3)12(4)(5)(6) (a)122430%(b)243635% (c)364835% 20232023(i)30(ii)30(iii)10(iv)(v) 2025(i)15(ii)15(iii)5(iv)(v) 9. 20232023(i)A80%(ii)A6080%2025(i)A(ii)A120 10. 2026630 (3)20232023 (II) 2026H 20266242026HH20267152026H172026624 H 1. H (i)(ii)(iii) 2. 2026HH202671510 2026H 3. H(i)(ii) 4. HH38,000,0003.03%3.04%H10%HRSU H(i)H(ii)HH HRSU38,000,000H32,000,000H 5. H 6. 1212 (i)(ii)(iii)2026H(iv)(v)12(vi)12 7. H 8. RSURSUH (i)H (ii)H (iii)H H2026H6,000,000RSU2026715 2020122,440202012202612270.20%2.00%2026122735,429A2,432,333,000A159.0215,2