OV5640 is rapidly filling the market gap after the OV2640 discontinuation with its performance advantages and mature domestic alternatives. Driven by the demand for intelligent driving and AI equipment, global shipments are expected to reach 120 million in 2025, which will accelerate the evolution of the CMOS sensor industry to high integration and low power consumption.
Recently, the US Treasury market suffered the most violent sell-off in 20 years, and the 10-year US Treasury yield broke through the 5.2% mark, triggering a shock in global capital markets. As a capital-intensive industry, the semiconductor chip and module industry bears the brunt of the impact, from upstream equipment procurement to the end consumer market.
The list of tariff exemptions officially released by the U.S. Department of Commerce in April 2025 lists the semiconductor industry as a priority exemption area. The new policy aims to ease pressure on the US chip supply chain, while strengthening control over key technologies through "localization" provisions. This adjustment may open a new window for global semiconductor companies, but it also hides games and challenges.
TSMC faces fines of more than $1 billion for indirect violations of Chinese AI chips, and Trump's tariff threat is a key driver: "If you don't build a factory, you will pay 100% tariffs!" Forced to invest an additional 100 billion yuan to build factories and change the market, how do semiconductor giants weigh the global layout under the tough U.S. policy?
"The moment you put on the Vision Pro, virtual objects feel as if they are within your reach." This is the classic description of Apple CEO Cook at the press conference. The $3,499 headset redefines the boundaries of human-computer interaction with its ultra-low-latency 12ms and 23-megapixel display . But what is little known is that at the heart of this "spatial computing" revolution is a stacked global shutter CMOS chip module , only the size of a grain of rice. core contradiction : how can AR devices balance high-precision sensing and low-power operation ? How can CMOS technology be upgraded from "imaging tool" to "interaction hub"?
