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CMOS Sensor Maker SOI Focuses on High-End Portfolio to Boost Margins
Electronic Technology · Semiconductors · economic_daily · 2026-08-24
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SOI announced plans to shift its product mix toward high-end sensors to improve profitability while navigating rising foundry costs and memory supply constraints.
What Happened
Strategic Portfolio Shift: SOI is prioritizing high-end product development to optimize its product mix and improve gross margins. The company aims to streamline inventory management while focusing on profitability in a volatile market environment.
Financial Turnaround: The company reported H1 consolidated revenue of NT$1.14 billion, a 41.6% year-on-year increase, with a net profit of NT$83.7 million. This marks a significant recovery from the previous year's losses, with earnings per share reaching NT$1.08.
Supply Chain Headwinds: Management highlighted that tightening mature process capacity is driving up foundry costs, while rising raw material and utility expenses pressure consumer product pricing. Furthermore, memory shortages are causing a bifurcation in the camera market, impacting demand for mid-to-low-end products.
Market Outlook: While overseas demand remains stable and has supported H1 growth, the company remains cautious about Q3. Management is monitoring whether end-customers will accept cost pass-throughs amid ongoing memory price volatility.