Hanwha Vision's First-Half Beat: What Sales Teams Can Do With It
Hanwha Vision outperformed expectations in the first half, fueled by demand for AI-driven products and momentum in semiconductor equipment. In Q2 (April-June), sales rose 1.4% year over year to 457.2 billion KRW, while operating profit jumped 150.2% to 56.3 billion KRW. That kind of spread signals stronger pricing discipline, cleaner mix, and higher-value deals moving through.
The security business led the surge with 328.4 billion KRW in sales and 59.1 billion KRW in operating profit. Operating margin hit 18% for the second straight quarter-evidence buyers are paying for outcomes, not just hardware. AI network camera sales in the first half climbed 50% year over year and are now more than five times higher than in the first half of 2022.
Industrial equipment is tightening up as TC Bonder performance starts to show. The unit cut its operating loss to 0.2 billion KRW in Q2 after posting a 20.5 billion KRW loss in Q1 and 8.4 billion KRW a year ago. With 80.5 billion KRW in TC Bonder contracts disclosed in the first half, the company expects continued momentum in H2 and a possible swing to profit in Q3.
What This Signals for Your Pipeline
- Lead with AI-enabled SKUs. Buyers are voting with budget. Position AI cameras as a path to fewer false alarms, faster investigations, and measurable labor savings.
- Sell outcomes, not specs. Bundle analytics licenses, VMS integrations, and storage to grow deal size and stickiness.
- Prioritize verticals where AI ROI is obvious: logistics hubs, smart retail, critical infrastructure, campuses, and municipalities.
- Use customer metrics. Reference the 18% operating margin and 50% AI camera growth to justify value-based pricing and shorter discount windows.
- Create TC Bonder adjacency plays. For accounts in semiconductors and advanced packaging, coordinate with equipment teams for executive-level introductions and multi-line bids.
- Tighten renewals and expansions. Build AI analytics upsell plays into QBRs; track attach rates by segment.
Talk Tracks You Can Use With Buyers
- "AI camera adoption grew 50% year over year-teams are cutting incident review time and overtime costs."
- "We're focused on reliability and scale. The company invested 134.3 billion KRW in R&D in H1-15% of sales-to ship features you'll actually use."
- "Semiconductor-side traction (80.5 billion KRW TC Bonder contracts) points to supply stability and a deeper roadmap."
- "Operating margin at 18% tells you customers see value and renew. Let's map ROI for your top three sites."
Second-Half Moves to Hit Number
- 30 days: Refresh ICP by vertical and site size. Rebuild sequences around AI outcomes (fewer false alarms, faster incident clearance, theft reduction).
- 60 days: Launch an "AI analytics attach" motion. Incent reps and partners on attach rate and multi-year terms.
- 90 days: Package 3 reference stories per vertical with quantified results. Run co-marketing with top channel partners and book executive roundtables.
Why the Momentum Looks Durable
Leadership is leaning into innovation. Vice President Kim Dong-sun, who heads the Future Vision Division for Hanwha Vision and Hanwha Semitech, has been hands-on with customers and events, including SEMICON Korea. The company allocated 15% of sales to R&D in H1 and launched an Advanced Packaging Equipment Development Center in May. Expect continued H2 tailwinds from AI camera demand and additional TC Bonder revenue recognition.
Signals to Watch in Q3-Q4
- AI analytics attach rate per deal and renewal uplift from analytics add-ons.
- Average deal size and mix shift toward AI-enabled SKUs and multi-year licenses.
- Lead times and delivery reliability as TC Bonder orders flow through.
- Vertical-specific win rates (logistics, retail, public sector) vs. last quarter.
Quick Upskill for Sales Teams
If your team needs faster, sharper AI value stories and prospecting angles, browse these AI learning paths by job to tighten discovery, demos, and ROI proof.
Bottom line: AI products are pulling the market forward, and semiconductor equipment is stabilizing the base. Point your pipeline at high-ROI use cases, push for analytics attach, and lock in multi-year commitments while the momentum is on your side.
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