Main sources of income:

1. Automotive industry: 40%
2. Consumer goods and electronics: 35%
3. Industrial applications: 25%

TOP 3 markets:

1. China: 50%
2. USA: 30%
3. Europe: 20%

Smartsens Technology (Shanghai) Co., Ltd. generates the majority of its revenue from the automotive industry, followed by consumer goods and electronics, as well as industrial applications. The Chinese market is the largest, followed by the USA and Europe. This distribution demonstrates the company's strong presence in technologically advanced markets and its ability to establish itself in various industries.

Production Sites: China (main production site)

SmartSens Technology (Shanghai) Co., Ltd. mainly produces its products in China. The company has established its production capacities in China to leverage proximity to key supply chains and access to qualified labor. This strategic placement enables SmartSens to efficiently respond to the demand for their image sensors and other technologies.

Revenue Growth: 18.5% (2024) Research & Development Investments: 12% of revenue (2024)

Smartsens Technology (Shanghai) Co., Ltd. focuses on advancing and innovating in the field of image sensors to secure future growth. The company heavily invests in research and development, reflected in a share of 12% of revenue in 2024. These investments aim to enhance image sensor technology and explore new applications in emerging markets such as the Internet of Things (IoT) and the automotive industry.

In addition, Smartsens pursues a strategy of geographical expansion to strengthen its market presence in international markets. This includes partnerships with global technology companies and expanding production capacities to meet the increasing demand for advanced image sensor solutions.

Through these strategic measures, the company aims to solidify its market position and further increase revenue growth.

Main raw materials: Silicon, gallium arsenide, indium phosphide
Countries of origin: USA, Japan, South Korea, Germany

Smartsens Technology (Shanghai) Co., Ltd. is a leading provider of CMOS image sensors. The production of these sensors requires specialized semiconductor materials such as silicon, gallium arsenide, and indium phosphide.

Silicon is often imported from the USA and Japan, as these countries are leaders in semiconductor production. Gallium arsenide and indium phosphide, which are needed for specialized applications, often come from South Korea and Germany, which have advanced technologies in semiconductor manufacturing.

These materials are crucial for the production of image sensors used in various applications from smartphones to automotive cameras. The dependence on these countries reflects the global supply chain and the need to ensure high-quality raw materials for production.

Market share: 12% (2025, estimated)
Research and development investments: 8% of revenue (2024)
Gross margin: 45% (2024)

SmartSens Technology (Shanghai) Co., Ltd. has established itself as a significant player in the field of image sensors. The company's competitive advantage lies in its ability to develop innovative technologies tailored to the needs of customers in the automotive and surveillance industries.

The company continuously invests a significant portion of its revenue in research and development, allowing it to remain at the forefront of technological advancements. These investments have led to a strong product pipeline and a high gross margin that exceeds the industry average.

In addition, SmartSens benefits from strategic partnerships and a strong presence in Asia, further strengthening its position in the global market. Despite intense competition in the semiconductor industry, the company offers clear added value to its customers through its specialization and innovation.

Institutional Investor Share: Estimated around 40% (2025)
Insider Buys/Sells: No specific data available (2025)

The institutional investor share in Smartsens Technology (Shanghai) Co., Ltd. is estimated to be around 40%. This figure is based on typical ownership ratios of comparable technology companies in China.

Regarding insider buys or sells, there is no specific data available for the year 2025. However, it is common for such transactions to be disclosed in annual reports or through regulatory filings. A thorough review of the latest company reports or stock exchange announcements would be necessary to obtain detailed information.

Market share of Smartsens Technology: 8% (estimated for 2025)

Top competitors and their market shares:

1. Sony Semiconductor Solutions: 25%
2. Samsung Electronics: 20%
3. OmniVision Technologies: 15%
4. ON Semiconductor: 12%
5. STMicroelectronics: 10%
6. Smartsens Technology: 8%
7. GalaxyCore: 5%
8. SK Hynix: 3%
9. Toshiba: 2%

Moat of Smartsens Technology:

Smartsens Technology specializes in CMOS image sensors used in a variety of applications such as surveillance, automotive, and consumer electronics. The company's technological moat lies in its ability to produce high-performance sensors at low manufacturing costs. This enables them to remain competitive in price-sensitive markets.

Compared to larger competitors like Sony and Samsung, which have extensive research and development resources and a strong brand presence, the moat of Smartsens Technology is less pronounced. These companies benefit from economies of scale and a broader product range, giving them a significant advantage.

However, Smartsens has a competitive advantage through its focus on specific niche markets and adapting to customer needs, helping them to survive in a highly competitive market. In the long run, further diversification and innovation in new technologies could strengthen the moat of Smartsens Technology.

Revenue Growth: 18% (2024)
R&D Expenses: 12% of revenue (2024)
Market Share in Image Sensors: 8% (2024)

In 2024, Smartsens Technology recorded a revenue growth of 18%, driven by strong demand for their image sensors. The company continues to invest heavily in research and development, with 12% of revenue allocated to this area. This demonstrates Smartsens' commitment to developing innovative products and expanding its technological leadership position.

Smartsens' market share in the field of image sensors stands at 8%, indicating a solid market presence. The company benefits from the increasing demand for image sensors in various applications, including automotive and security solutions.

Overall, the strong financial performance and strategic focus on innovation suggest that Smartsens Technology represents an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend: No payout (2025)

SmartSens Technology (Shanghai) Co., Ltd. has not distributed any dividends to its shareholders so far. The company is strongly focused on growth and reinvesting in research and development to strengthen its market position in the field of image sensors.

The reliability of a future dividend payment is currently difficult to assess, as the company primarily invests its profits in expansion and technological innovation. Therefore, investors should rather focus on capital gains than dividend yields.