GalaxyCore: The first stacked product has been recognized by customers and is expected to generate sales from Q4 through the full year of next year.
Geke Micro stated at its earnings briefing that upstream wafer fab capacity is currently tight, suppliers have already begun raising prices, and the company raised prices on some products in Q3, with the impact of the price increases likely to become clearer in Q4 and Q1 of next year. The company's own wafer fab can ensure supply of core products and maintain stable gross margins. The company remains confident in gaining more market share for its 50-megapixel products on the brand side. Currently, the company's 200-megapixel single-chip product has completed small-batch mass production, and the first stacked product has been recognized by customers and is expected to generate sales from Q4 through the full year next year. Regarding the overall smartphone market next year, the company holds a neutral and cautious attitude, but is very confident in its expansion in the smartphone sector, especially in the 50-megapixel and 200-megapixel main camera markets as well as secondary camera markets such as telephoto and ultra-wide, and has reached preliminary cooperation intentions with some customers in Q3 and Q4 of this year regarding full-year shipments next year.
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