Who are VisEra Technologies's main competitors?

Named competitors: OmniVision Technologies (private or unlisted), Sony Semiconductor Solutions (6758.T), Xintec (3374.TWO), Himax Technologies (HIMX). The cockpit's measured peer set (industry) also includes Shanghai Precilasers Technology (688826.SS), Castech (002222.SZ), Isupetasys (007660.KS), Pantum Technology (002180.SZ), China Zhenhua (Group) Science & Technology (000733.SZ), Citizen Watch (7762.T).

How has VisEra Technologies stock performed?

Over six months to 6 Nov 2026 the shares returned -45.6% against -16.1% for the median peer; over one year +32.5%.

← CockpitCompetitor Analysis › 6789.TW VisEra Technologies Co., Ltd.Open in the cockpit ↗

VisEra Technologies Co., Ltd.6789.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Electronic Components

Taiwanese maker of wafer-level micro-optics and color filters for CMOS image sensors, originally a TSMC/OmniVision joint venture.

≈ A niche optical-wafer supplier behind camera-sensor makersMomentum laggard 9

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$3.16B

US dollars, full cap

Free float

33%

of shares outstanding

$/day

$13.2M

20-day average traded

Fwd P/E

49.7×

forward earnings

ROIC−WACC

-0.5 pp

WACC 13.6%

Hurdle

+39 pp

Req g minus delivered

Next earnings

110 days

24 Feb 2027

Close · TWDNT$328.50

1D-8.8%

1W-20.1%

1M-32.7%

3M-25.3%

6M-45.6%

YTD+15.3%

1Y+32.5%

ATR %7.2%

52w lowhigh48.8% off high

What VisEra Technologies does

Taiwanese maker of wafer-level micro-optics and color filters for CMOS image sensors, originally a TSMC/OmniVision joint venture.

Is paid per wafer for the colour filters and micro-lenses added on top of image-sensor chips, a late step in making a camera sensor, so volume follows sensor shipments, with phones the biggest outlet. TSMC, the chip foundry it grew out of, remains its largest shareholder.

In one line: A niche optical-wafer supplier behind camera-sensor makers.

Products and services

CMOS image-sensor color filters
Wafer-level micro-lenses

Customers

Image-sensor makers (e.g., OmniVision)
Foundries

Where it sits in the supply chain

Semiconductors
Image sensor components
Wafer-level micro-optics, color filters

What could go right

Smartphone/automotive camera sensor growth

What could go wrong

Customer concentration
Image-sensor price competition

Moat: narrow (process know-how, IP / patents). Specialized wafer-level optics process know-how originating from a TSMC/OmniVision joint venture.

Headquarters: Hsinchu, Taiwan · Founded: 2003 · Employees: 1,562

Named competitors

OmniVision Technologies private or unlisted
Sony Semiconductor Solutions 6758.T
Xintec 3374.TWO
Himax Technologies HIMX

VisEra Technologies at a glance

Size VisEra Technologies (6789.TW) is a Taiwan Information Technology company (Electronic Components) with a market value of $3.16B, the 117th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$328.50 on 6 Nov 2026.

Performance Over six months the shares fell 45.6%, against -16.1% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 4th lowest of 20 in its peer set.

Growth Revenue fell 5.1% over the last twelve months (peer median +18.9%); the operating margin is 13.6% (peer median 9.2%).

Valuation It trades at 49.7× forward earnings against a peer median of 23.3× (7th most expensive of 18).

Price implies For today's price to make sense, revenue must grow about 44% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +39 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 0.5 points below its cost of capital (13.6% WACC).

Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: VisEra Technologies against the median of its 20 peers (local-currency closes).

VisEra Technologies financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	NT$9.34B	NT$8.94B	NT$10.0B	NT$7.24B	NT$9.08B
Revenue growth	—	-11%	+38%	-20%	—
Gross profit	NT$2.59B	NT$1.84B	NT$2.77B	NT$1.06B	NT$3.18B
EBITDA	NT$3.42B	NT$3.45B	NT$4.75B	NT$3.31B	NT$4.35B
Net income	NT$1.67B	NT$1.27B	NT$1.74B	NT$356M	NT$1.77B
Free cash flow	NT$2.59B	NT$2.03B	NT$3.61B	NT$566M	NT$158M
Capital expenditure	NT$1.36B	NT$1.81B	NT$1.18B	NT$2.20B	NT$4.16B
Total debt	NT$1.23B	NT$1.92B	NT$4.72B	NT$6.93B	NT$6.29B

Quarterly statements and history in the cockpit →

VisEra Technologies 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

Up and to the right = strong over both horizons. VisEra Technologies is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. VisEra Technologies is the large dot.

Capital: growth delivered against growth the price implies

Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. VisEra Technologies is the large dot.

VisEra Technologies competitors and peer comparison

Head to head with its named competitors (6789.TW vs 6758.T vs 3374.TWO vs HIMX)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
VisEra Technologies 6789.TW	$3.16B	-46%	-5%	14%	49.7×	44.5%
Sony 6758.T	$156B	+33%	+1%	13%	18.7×	3.4%
Xintec 3374.TWO	$3.08B	+88%	+17%	23%	36.2×	n/a
Himax Technologies HIMX	$1.45B	-51%	-8%	5%	19.1×	30.3%

How VisEra Technologies 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.

VisEra Technologies against its 20 peers (data as of 6 Nov 2026)
Measure	6789.TW	Peer median	Rank in peer set
1-month return	-32.7%	-18.4%	5th lowest of 21
6-month return	-45.6%	-16.1%	4th lowest of 20
Distance from 52-week high	-48.8%	-46.3%	10th lowest of 21
Revenue growth (TTM)	-5.1%	+18.9%	2nd lowest of 21
Operating margin	13.6%	9.2%	9th highest of 21
Forward P/E	49.7×	23.3×	7th most expensive of 18
Growth the price implies (Req g, 7 yrs)	44.5%	18.0%	most demanding of 12
Growth delivered (Del g)	+5.2%	+7.7%	5th lowest of 12
Hurdle (Req g minus delivered)	+39.3 pp	+10.3 pp	most demanding of 12
ROIC minus cost of capital	-0.5 pp	-2.1 pp	9th highest of 21
EV / EBITDA	27.5×	15.6×	most expensive of 8
Net debt / EBITDA	-3.1×	-0.0×	2nd least indebted of 9

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
VisEra Technologies 6789.TW	Taiwan	$3.16B	-46%	-5%	14%	49.7×	44.5%	+5.2%
Shanghai Precilasers Technology 688826.SS	China	$3.27B	n/a	+43%	40%	n/a	n/a	n/a
Castech 002222.SZ	China	$3.28B	-46%	+40%	32%	56.7×	n/a	n/a
Isupetasys 007660.KS	South Korea	$3.36B	-59%	+42%	20%	16.4×	n/a	n/a
Pantum Technology 002180.SZ	China	$3.39B	-16%	-59%	0%	69.9×	30.6%	-4.8%
China Zhenhua (Group) Science & Technology 000733.SZ	China	$2.93B	-17%	-1%	14%	23.3×	4.0%	+7.8%
Citizen Watch 7762.T	Japan	$2.90B	+3%	+17%	10%	12.8×	10.1%	+10.9%
Bel Fuse BELFA	United States	$2.87B	-38%	+21%	17%	13.5×	18.0%	+7.7%
Guizhou Space Appliance 002025.SZ	China	$3.56B	-29%	+22%	3%	63.7×	n/a	n/a
Xiamen Faratronic 600563.SS	China	$3.58B	-10%	+10%	23%	18.4×	8.0%	+23.1%
MLOPTIC 688502.SS	China	$2.78B	-26%	+44%	5%	204.0×	n/a	n/a
Suntak Technology 002815.SZ	China	$3.61B	+2%	+31%	10%	n/a	n/a	n/a
Hamamatsu Photonics K.K 6965.T	Japan	$3.69B	-7%	+10%	9%	30.9×	27.8%	+8.6%
Caihong Display Devices 600707.SS	China	$3.70B	-15%	-3%	4%	11.6×	2.9%	+1.7%
Shenzhen JOVE Enterprise 300814.SZ	China	$2.65B	-14%	+44%	7%	n/a	n/a	n/a
Knowles KN	United States	$2.65B	-11%	+16%	15%	19.1×	26.3%	-4.9%
Walsin Technology 2492.TW	Taiwan	$3.79B	+74%	+8%	8%	37.6×	36.0%	+0.5%
Primarius Technologies 688206.SS	China	$2.63B	-2%	+30%	-9%	331.6×	n/a	n/a
FIT Hon Teng 6088.HK	Hong Kong	$2.63B	-67%	+11%	5%	10.5×	n/a	n/a
Daeduck Electronics 353200.KS	South Korea	$2.61B	-37%	+56%	16%	15.0×	15.3%	+11.8%
INESA Intelligent Tech 600602.SS	China	$2.60B	-31%	-2%	2%	71.9×	32.7%	+6.7%

Questions

Who are VisEra Technologies's main competitors?: Named competitors: OmniVision Technologies (private or unlisted), Sony Semiconductor Solutions (6758.T), Xintec (3374.TWO), Himax Technologies (HIMX). The cockpit's measured peer set (industry) also includes Shanghai Precilasers Technology (688826.SS), Castech (002222.SZ), Isupetasys (007660.KS), Pantum Technology (002180.SZ), China Zhenhua (Group) Science & Technology (000733.SZ), Citizen Watch (7762.T).
Is VisEra Technologies expensive compared with its peers?: On forward p/e it trades at 49.7× against a peer median of 23.3×, 7th most expensive of 18 in its peer set. For today's price to make sense, revenue must grow about 44% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +39 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has VisEra Technologies stock performed?: Over six months to 6 Nov 2026 the shares returned -45.6% against -16.1% for the median peer; over one year +32.5%.