OmniVision Group (603501.SH) has revealed that it anticipates its revenue for the first quarter of 2026 to fall within the range of RMB 6.180 billion to RMB 6.470 billion, marking a year-over-year decrease between 0.03% and 4.51%. The company also expects its gross margin to hover between 28.70% and 29.60%. The decline in revenue can be attributed to the volatile supply and demand dynamics of memory chips in the global semiconductor sector, coupled with sluggish demand in the terminal market. Additionally, shifts in the company's core business structure, particularly the growing proportion of revenue from semiconductor agency operations, have contributed to a marginal decrease in overall gross profit margins.
