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SmartSens思特威

688213Founded 2011ShanghaiReviewed 2026-08-30

Fabless semiconductor company that designs CMOS image sensor (CIS) chips and outsources wafer fabrication, packaging, and testing to foundry and OSAT partners. Revenue comes from selling finished sensor devices into security and surveillance, automotive, smartphone, and machine-vision end markets.

Scale

~$1.3Brevenue FY2025 · CNY 9.0B
~$5.5Bmarket cap · 2026-10-04

Gap vs frontier

Near leadsector position

Sector-level position; no priceable accelerator silicon to compare chip-by-chip.

SmartSens: near lead tier in Image sensors, ~$1.3B FY2025 revenue.

The chip stackEach layer depends on the layers below it
1 · ChipsWhat the stack produces
Image sensors · Near lead
2 · Design toolsSoftware and IP to design them
3 · ManufacturingPlants that turn designs into silicon
4 · EquipmentMachines inside the plants
5 · MaterialsWhat the plants consume

Company at a glance

Scale

Revenue up 216% since FY2023

Growth prospects

Revenue trajectory FY2023–2025

China competition

Competes with OmniVision, GalaxyCore, Gpixel in Image sensors — peers listed at sector level.

Near lead

Global comparables

Global reference set: Sony Semiconductor, Samsung, onsemi.

Sony Semiconductor Solutions: Global CIS market leader in smartphone, automotive, and image sensor markets; the primary benchmark for high-end CIS te…

Technical gap

Sector rated near lead vs the frontier.

Obstacles

Sector bottleneck applies

High-end automotive, low-light performance, global customer concentration, and process integration.

Official filings: www1.hkexnews.hk ↗

All sourced facts (3)
  • Founded: 2011
  • Headquarters: Shanghai, China
  • Listing status: Shanghai Stock Exchange STAR Market · 688213 · A shares

Why it matters

SmartSens is China's leading fabless CMOS image sensor (CIS) designer, with a dominant position in security-camera sensors and an expanding push into automotive, smartphone, and AI-vision CIS. The test that matters is whether it can win high-value handset and automotive design wins against Sony and Samsung rather than remaining anchored in the lower-margin surveillance niche; volume qualifications at named smartphone and automotive OEMs on advanced sensor nodes would confirm the move upstack.

Where it sits in the stack

Sensing

Image sensors

Near lead

High-end automotive, low-light performance, global customer concentration, and process integration.

AI inferenceRoboticsEV / autoConsumer / IoT

Key semiconductor products

  • High Dynamic Range (HDR) Imagingcommercial: HDR capability is essential for automotive scenes with wide lighting variation and for high-end surveillance.
  • Security and surveillance CIS
  • Automotive CIS
  • Smartphone CIS
  • AI and machine vision sensors

Financials

688213.SS · Shanghai STAR Market 688213.SS · via Yahoo Finance ↗

Financial trajectory via annual filings via Yahoo Finance

RMB billions
RMB 2.86BRMB 0.01B
2023
RMB 5.97BRMB 0.39B
2024
RMB 9.03BRMB 1B
2025

Market data refreshed daily; annual figures from exchange filings. Figures in the reporting currency shown on the chart.

Ecosystem

Competitors

  • SmartSens
  • Sony Semiconductor Solutions
  • Samsung Electronics (System LSI)
  • OmniVision (Will Semiconductor)
  • GalaxyCore

Customers / end markets

  • SmartSens
  • Security and Surveillance Cameras
  • Automotive (ADAS and In-Cabin)
  • Smartphones and Mobile Devices
  • Machine Vision and AI Imaging
  • Security and surveillance camera manufacturers: confirmed
  • Automotive OEMs and Tier-1 suppliers: reported
  • Smartphone manufacturers: reported

Global peer set

  • Sony Semiconductor Solutions: Global CIS market leader in smartphone, automotive, and image sensor markets; the primary benchmark for high-end CIS technology
  • Samsung Electronics (System LSI): Second-largest global CIS supplier, particularly strong in smartphone sensors
  • OmniVision (Will Semiconductor): Major global CIS designer competing across security, automotive, and mobile markets
  • Global reference companies: Sony Semiconductor Solutions, Samsung Electronics (System LSI), OmniVision

Competitive position

  • China position: Near frontier.
  • SmartSens is competitive in security and surveillance CIS but trails Sony and Samsung in advanced stacked CIS and sub-micron pixel technology for high-end smartphones.
  • Upmarket transition depends on foundry access to advanced BSI and stacked processes plus design wins at automotive and smartphone OEMs.
  • Global comparables: Sony Semiconductor Solutions: Global CIS market leader in smartphone, automotive, and image sensor markets; the primary benchmark for high-end CIS technology.
  • Global comparables: Samsung Electronics (System LSI): Second-largest global CIS supplier, particularly strong in smartphone sensors.
  • Global comparables: OmniVision (Will Semiconductor): Major global CIS designer competing across security, automotive, and mobile markets.
  • Global comparables: Global reference companies: Sony Semiconductor Solutions, Samsung Electronics (System LSI), OmniVision.
  • Fabless operating model.

Milestones and signals

  • 2011—SmartSens was founded.
  • 2026-10-04—Market cap: RMB 39.4B
  • FY2025—Revenue: RMB 9.0B
  • FY2025—Net Profit: RMB 1.0B
  • Listing—Shanghai Stock Exchange STAR Market · 688213 · A shares

What to watch

  • New product releases with disclosed specifications.
  • Customer qualification, design-win, or volume-use signals.
  • Revenue, capacity, shipment, market-share, or valuation updates.
  • Export-control, supply-chain, or tooling constraints.

Questions

Last reviewed 2026-07-11

Answered questions

Which customers, fabs, or end markets show real adoption rather than policy interest?

Named exposure so far: Security and Surveillance Cameras, Automotive (ADAS and In-Cabin), and Smartphones and Mobile Devices.

What is the measurable gap versus global reference companies?

Against Sony Semiconductor Solutions, Samsung Electronics (System LSI), OmniVision, and Global CIS market leader in smartphone, automotive, and image sensor markets; the primary benchmark for high-end CIS technology: SmartSens is competitive in security and surveillance CIS but trails Sony and Samsung in advanced stacked CIS and sub-micron pixel technology for high-end smartphones.

Open questions

  • Which products are qualified beyond pilots in fabless?