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Fabless designer of CMOS image sensors used in smartphones, security cameras and automotive/industrial vision.
Fabless designer of CMOS image sensors used in smartphones, security cameras and automotive/industrial vision.
Designs sensors that outside factories make and sells them to makers of security cameras, phones and cars, with a few large camera brands among the biggest buyers. Security has long been the base, and smartphone and automotive sensors are the newer, higher-value lines it has been building out.
In one line: A Chinese OmniVision Technologies.
Moat: narrow (IP / patents, customer qualification). Design wins with major domestic camera/phone makers create qualification-based switching costs.
Headquarters: Shanghai, China · Founded: 2011 · Employees: 1,447
Size Smartsens Technology (Shanghai) (688213.SS) is a China Information Technology company (Semiconductors) with a market value of $7.01B, the 356th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥106.60 on 6 Nov 2026.
Performance Over six months the shares gained 21.3%, against -23.3% for the median peer and -16.4% for the China market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 27.2% over the last twelve months (peer median +19.5%); the operating margin is 13.3% (peer median 9.8%).
Valuation It trades at 30.9× forward earnings against a peer median of 19.7× (6th most expensive of 18).
Price implies For today's price to make sense, revenue must grow about 23% a year for seven years (Req g). Recent delivered growth is +43%, so the hurdle is -20 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.4 points above its cost of capital (9.1% WACC).
Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥10.3B | CN¥9.03B | CN¥5.97B | CN¥2.86B | CN¥2.48B |
| Revenue growth | — | +51% | +109% | +15% | — |
| Gross profit | CN¥2.64B | CN¥2.06B | CN¥1.20B | CN¥518M | CN¥501M |
| EBITDA | n/a | CN¥1.40B | CN¥699M | CN¥154M | CN¥137M |
| Net income | CN¥1.14B | CN¥1.00B | CN¥393M | CN¥14.2M | -CN¥82.7M |
| Free cash flow | CN¥633M | -CN¥484M | -CN¥159M | CN¥221M | -CN¥1.63B |
| Capital expenditure | CN¥566M | CN¥595M | CN¥548M | CN¥548M | CN¥119M |
| Total debt | CN¥8.71B | CN¥3.89B | CN¥2.47B | CN¥1.70B | CN¥1.85B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Smartsens Technology (Shanghai) 688213.SS | $7.01B | +21% | +27% | 13% | 30.9× | 23.1% |
| GalaxyCore 688728.SS | $5.41B | +1% | +16% | 3% | 86.7× | 28.8% |
| Sony 6758.T | $156B | +33% | +1% | 13% | 18.7× | 3.4% |
| SamsungElec 005930.KS | $886B | -14% | +88% | 46% | 4.0× | -7.2% |
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.
| Measure | 688213.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +12.0% | -24.1% | 2nd highest of 21 |
| 6-month return | +21.3% | -23.3% | 2nd highest of 21 |
| Distance from 52-week high | -19.7% | -51.6% | 2nd highest of 21 |
| Revenue growth (TTM) | +27.2% | +19.5% | 9th highest of 21 |
| Operating margin | 13.3% | 9.8% | 10th highest of 21 |
| Forward P/E | 30.9× | 19.7× | 6th most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | 23.1% | 22.4% | 4th most demanding of 8 |
| Growth delivered (Del g) | +42.7% | +13.5% | highest of 8 |
| Hurdle (Req g minus delivered) | -19.6 pp | +10.8 pp | least demanding of 8 |
| ROIC minus cost of capital | +4.4 pp | -3.6 pp | 7th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Smartsens Technology (Shanghai) 688213.SS | China | $7.01B | +21% | +27% | 13% | 30.9× | 23.1% | +42.7% |
| Minebea Mitsumi 6479.T | Japan | $6.97B | -13% | +12% | 7% | 11.9× | 10.8% | +11.0% |
| Sanan Optoelectronics 600703.SS | China | $6.87B | -33% | -22% | -7% | n/a | n/a | n/a |
| Vanguard International Semiconductor 5347.TWO | Taiwan | $6.82B | -22% | +10% | 17% | 17.7× | n/a | n/a |
| Rohm 6963.T | Japan | $6.76B | -19% | +12% | 4% | 24.3× | n/a | n/a |
| Jinko Solar 688223.SS | China | $6.73B | -34% | -18% | -11% | n/a | n/a | n/a |
| Suzhou Maxwell Technologies 300751.SZ | China | $6.72B | -33% | -26% | 6% | 72.0× | 47.7% | +29.0% |
| Alchip Technologies Limitd 3661.TW | Taiwan | $7.35B | -32% | -51% | 23% | 14.4× | n/a | n/a |
| Silicon Laboratories SLAB | United States | $7.39B | +2% | +22% | -3% | 60.3× | n/a | n/a |
| WAAREE Energies WAAREEENER.NS | India | $7.41B | -24% | +75% | 16% | 17.3× | n/a | n/a |
| Powerchip Semiconductor Manufacturing 6770.TW | Taiwan | $7.54B | -5% | +22% | -5% | 7.6× | 11.3% | +0.5% |
| Ingenic Semiconductor 300223.SZ | China | $7.59B | -15% | +89% | 35% | 16.7× | 21.3% | +16.9% |
| Unigroup Guoxin Microelectronics 002049.SZ | China | $6.37B | -35% | -1% | 18% | 25.5× | 24.4% | +13.5% |
| FormFactor FORM | United States | $6.36B | -45% | +29% | 21% | 19.7× | 22.4% | +2.5% |
| Tianshui Huatian Technology 002185.SZ | China | $7.74B | +10% | +33% | 4% | 45.0× | n/a | n/a |
| GRINM Semiconductor Materials 688432.SS | China | $6.34B | +131% | +36% | 19% | 161.4× | n/a | n/a |
| RMBS RMBS | United States | $7.98B | -42% | +17% | 37% | 19.9× | 24.5% | +23.5% |
| Konfoong Materials International 300666.SZ | China | $8.09B | +9% | +35% | 10% | 53.5× | n/a | n/a |
| Shanghai Iluvatar CoreX Semiconductor 9903.HK | Hong Kong | $6.06B | -6% | +158% | -65% | n/a | n/a | n/a |
| Shenzhen Techwinsemi Technology 001309.SZ | China | $8.12B | -64% | +317% | 35% | 6.7× | n/a | n/a |
| Amkor Technology AMKR | United States | $8.13B | -57% | +16% | 10% | 12.1× | n/a | n/a |