Huaxi Securities Co.Ltd(002926) on August 26, the research report said that the purchase rating of Will Semiconductor Co.Ltd.Shanghai(603501) (603501.sh, latest price: 258.3 yuan) was maintained. The reasons for rating mainly include: 1) CIS technology continues to be updated iteratively, and the share of high pixels is further improved; 2) Tddi / DDIC strategic layout occupies a leading position in China; 3) Focus on the strategic layout of automotive semiconductors and take over mobile phones to become the next high growth catalyst. Risk tips: the innovation of optical track is lower than expected, the shipment of intelligent terminal is lower than expected, the breakthrough of new products is lower than expected, the breakthrough of new semiconductor products is lower than expected, the customer expansion is lower than expected, and the price pressure caused by the intensification of industry competition.
(Daily Economic News)
