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← CockpitCompetitor Analysis › 603501.SS OmniVision Integrated Circuits Group, Inc. Class AOpen in the cockpit ↗

OmniVision Integrated Circuits Group, Inc. Class A603501.SSCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors

CMOS image sensor designer, owner of the former US OmniVision brand, supplying camera chips for phones, cars and security cameras.

≈ Formerly a Nasdaq company (OmniVision Technologies), now Chinese-ownedMomentum leader 80
Mkt cap
$16.1B
US dollars, full cap
Free float
62%
of shares outstanding
$/day
$170M
20-day average traded
Fwd P/E
31.4×
forward earnings
ROIC−WACC
+2.4 pp
WACC 9.3%
Hurdle
n/a
no reverse DCF
Next earnings
147 days
2 Apr 2027
Close · CNYCN¥86.60
1D-1.6%
1W+5.0%
1M+9.7%
3M-1.8%
6M-11.9%
YTD-31.2%
1Y-33.0%
ATR %3.6%
52w lowhigh37.2% off high

What OmniVision Integrated Circuits does

CMOS image sensor designer, owner of the former US OmniVision brand, supplying camera chips for phones, cars and security cameras.

Designs the sensors and has them built by outside chip factories, selling to phone, car and camera makers mostly through distributors, so a design win secures volume for a product's life. Shanghai-based Will Semiconductor took over the US company OmniVision in 2019 and later renamed itself after it.

In one line: Formerly a Nasdaq company (OmniVision Technologies), now Chinese-owned.

Products and services

  • Smartphone camera image sensors
  • Automotive image sensors (ADAS)
  • Security/surveillance image sensors

Customers

  • Smartphone OEMs
  • Automotive Tier-1s/OEMs
  • Security camera makers

Where it sits in the supply chain

  • Semiconductors
  • Image sensors
  • CMOS image sensor design (fabless)

What could go right

  • Automotive camera content growth (ADAS/autonomy)
  • Smartphone multi-camera trend

What could go wrong

  • Smartphone camera market maturity/pricing pressure
  • Competition from Sony/Samsung at leading edge

Moat: narrow (IP / patents, customer qualification). Decades of CMOS sensor IP and design wins, especially in automotive, where qualification cycles are long.

Headquarters: Shanghai, China · Founded: 2000 · Employees: 6,160

Named competitors

OmniVision Integrated Circuits at a glance

Size OmniVision Integrated Circuits (603501.SS) is a China Information Technology company (Semiconductors) with a market value of $16.1B, the 144th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥86.60 on 6 Nov 2026.

Performance Over six months the shares fell 11.9%, against -17.4% for the median peer and -16.4% for the China market (cap-weighted) — 10th highest of 20 in its peer set.

Growth Revenue grew 2.1% over the last twelve months (peer median +32.1%); the operating margin is 13.3% (peer median 17.9%).

Valuation It trades at 31.4× forward earnings against a peer median of 23.2× (8th most expensive of 18).

Capital Return on invested capital runs 2.4 points above its cost of capital (9.3% WACC).

Next results Next results expected around 2 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026603501.SS 86Peer median 80
Six months, rebased to 100: OmniVision Integrated Circuits against the median of its 20 peers (local-currency closes).

OmniVision Integrated Circuits financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥29.2BCN¥28.8BCN¥25.7BCN¥21.0BCN¥20.1B
Revenue growth—+12%+22%+5%—
Gross profitCN¥9.12BCN¥8.06BCN¥6.75BCN¥3.81BCN¥5.47B
EBITDAn/aCN¥5.78BCN¥4.51BCN¥1.93BCN¥2.02B
Net incomeCN¥3.13BCN¥4.05BCN¥3.32BCN¥556MCN¥990M
Free cash flow-CN¥622MCN¥1.83BCN¥3.55BCN¥6.50B-CN¥4.25B
Capital expenditureCN¥1.94BCN¥2.34BCN¥1.25BCN¥1.05BCN¥2.26B
Total debtCN¥13.4BCN¥9.92BCN¥9.96BCN¥11.4BCN¥13.4B

Quarterly statements and history in the cockpit →

OmniVision Integrated Circuits competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%-25%0%+25%-40%-20%0%MTSI2344TSEM688120LSCCTPRO5274601012600584301666SWKS603893300394SITM301308GFSFSLR688072FN603501.SS6-month return →1-month return →
Up and to the right = strong over both horizons. OmniVision Integrated Circuits is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%0×20×40×60×MTSI2344TSEM688120LSCCTPRO5274600584SWKS603893300394SITM301308GFSFSLR688072FN603501.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. OmniVision Integrated Circuits is the large dot.

OmniVision Integrated Circuits competitors and peer comparison

Head to head with its named competitors (603501.SS vs 6753.T vs 005930.KS vs 688213.SS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
OmniVision Integrated Circuits 603501.SS$16.1B-12%+2%13%31.4×n/a
Sharp 6753.T$2.18B-5%-12%2%12.0×1.2%
SamsungElec 005930.KS$886B-14%+88%46%4.0×-7.2%
Smartsens Technology (Shanghai) 688213.SS$7.01B+21%+27%13%30.9×23.1%
ON Semiconductor ON$24.6B-39%+3%19%14.3×20.0%

How OmniVision Integrated Circuits compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

OmniVision Integrated Circuits against its 20 peers (data as of 6 Nov 2026)
Measure603501.SSPeer medianRank in peer set
1-month return+9.7%-21.8%3rd highest of 20
6-month return-11.9%-17.4%10th highest of 20
Distance from 52-week high-37.2%-48.1%4th highest of 21
Revenue growth (TTM)+2.1%+32.1%5th lowest of 21
Operating margin13.3%17.9%9th lowest of 21
Forward P/E31.4×23.2×8th most expensive of 18
ROIC minus cost of capital+2.4 pp+3.5 pp9th lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
OmniVision Integrated Circuits 603501.SSChina$16.1B-12%+2%13%31.4×n/an/a
MACOM Technology Solutions MTSIUnited States$16.1B-41%+28%18%23.2×49.4%+12.8%
Winbond Electronic 2344.TWTaiwan$16.4B+22%+154%43%2.8×0.6%+8.1%
Tower Semiconductor TSEMUnited States$15.6B-35%+22%19%21.6×25.9%+4.4%
Hwatsing Technology 688120.SSChina$15.4B+42%+36%18%63.8×41.8%+64.4%
Lattice Semiconductor LSCCUnited States$14.9B-17%+63%13%26.2×n/an/a
Technoprobe TPRO.MIItaly$14.9B+5%+22%30%38.4×36.4%+14.6%
ASPEED Technology 5274.TWOTaiwan$14.3B-30%+40%53%41.1×41.3%+24.3%
LONGi Green Energy Technology 601012.SSChina$14.1B-25%-16%-12%n/an/an/a
JCET 600584.SSChina$14.1B+15%+4%6%40.2×n/an/a
DapuStor 301666.SZChina$18.8B+20%+611%23%n/an/an/a
Skyworks Solutions SWKSUnited States$19.3B+24%-3%9%14.3×39.4%-5.0%
Rockchip Electronics 603893.SSChina$13.4B+16%+39%27%49.1×39.3%+18.7%
Suzhou TFC Optical Communication 300394.SZChina$19.9B-44%+26%51%36.3×44.8%+42.7%
SiTime SITMUnited States$12.5B-30%+83%0%23.1×n/an/a
Shenzhen Longsys Electronics 301308.SZChina$12.3B-46%+114%40%5.1×n/an/a
GlobalFoundries GFSUnited States$21.2B-48%+1%12%16.2×24.9%+7.0%
First Solar FSLRUnited States$21.6B-9%-1%39%9.2×12.4%+14.0%
Piotech 688072.SSChina$21.7B+23%+24%14%55.5×43.5%+71.7%
Cansemi Technology 301660.SZChina$11.8Bn/a+54%-99%n/an/an/a
Fabrinet FNUnited States$11.7B-47%+43%10%15.6×n/an/a

Questions

Who are OmniVision Integrated Circuits's main competitors?
Named competitors: Sony Semiconductor Solutions (6753.T), Samsung Electronics (LSI) (005930.KS), SmartSens Technology (688213.SS), ON Semiconductor (ON). The cockpit's measured peer set (industry) also includes MACOM Technology Solutions (MTSI), Winbond Electronic (2344.TW), Tower Semiconductor (TSEM), Hwatsing Technology (688120.SS), Lattice Semiconductor (LSCC), Technoprobe (TPRO.MI).
Is OmniVision Integrated Circuits expensive compared with its peers?
On forward p/e it trades at 31.4× against a peer median of 23.2×, 8th most expensive of 18 in its peer set.
How has OmniVision Integrated Circuits stock performed?
Over six months to 6 Nov 2026 the shares returned -11.9% against -17.4% for the median peer; over one year -33.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.