Byd's "Sky Eye" system triggers 8M CIS demand

Byd through the "God of the Eye" system (released on February 10, 2025) technology sinking coverage of the entire series of models (including 69,800 yuan Seagull smart drive version), to promote the high level of smart drive (L2+/L3) penetration rate increased rapidly. Its C version plan is equipped with 12 cameras, superimposing the hardware upgrade competition of car companies, resulting in a surge in demand for 8M CIS chips.

In addition, high-class intelligent driving models (such as supporting urban NOA) may further increase the number of redundant cameras, but by 2025 ‌ the average number of single-vehicle cameras in the whole industry may be lower than 30 ‌, and only some high-end models may be close to the value ‌.

Domestic enterprises are making efforts to break through

Supply chain people pointed out that 8M CIS needs to meet high temperature, vibration, long life and other stringent vehicle regulatory standards, at present ‌ OmniVision's 8M CIS chip ‌ supply gap is the most prominent. As the only high-end solution certified by AEC-Q100 Level 2 vehicle regulation in China, its production capacity has been unable to meet the surging order demand.

In the world, although SONY, ON and other international manufacturers have the same technical certification, but they give priority to protect the orders of European and American car companies, usually the production expansion cycle of 12-18 months, so it is difficult to fill the market gap in the short term ‌.

Since February 2025, the shares of Weil, the parent company of Haowei Technology, have also been bullish. Industry insiders believe that the recovery of industry demand combined with the acceleration of domestic substitution is one of the factors that help the company's stock rise. It is reported that the company's cooperation with BYD's high-class intelligent driving system "celestial eye" accelerated penetration, promoting the surge in demand for in-vehicle CIS chips. According to a Citi report, about 30% to 40% of Weil's profits come from this ADAS area.

Structural shortages or chronic ‌

It is expected that in 2025, the price of 8M CIS will rise by 10%-15%, and low-end products (1M-5M) will gradually ease with the release of domestic production capacity ‌.

It is worth noting that Sterway and other companies plan to achieve 8M CIS mass production in 2026, but advanced automatic driving will give rise to higher resolution demand such as 16M, and the technology competition may trigger a new round of supply fluctuations ‌.

The shortage of automotive CIS chips reflects the deep contradiction between intelligent transformation and supply chain resilience. In the game between domestic replacement acceleration and global production capacity, auto companies need to balance the pace of technology upgrading and supply chain risks to avoid "hardware internal volume" to aggravate industrial uncertainty ‌.

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