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GeKaoMicro: The new 1.0-micron 50 million pixel product will be mass-produced next year, with AMOLED products being first applied to wearable devices | Directly covering the Earnings Conference.
① The Ge Micro CMOS image Sensors product range has expanded from 2 million to 8 million pixels to 32 million to 50 million high pixels; the display driver chip has expanded from LCD DDI to TDDI; ② The company's Director Zhao Lixin stated that AMOLED products will first be applied in the field of wearable devices, with the 1.0 micron 50 million pixel image sensor products expected to be mass-produced next year.
Express News | GeKowei: Non-independent Director Fu Lei resigned for personal reasons.
Research reports treasure digging | gtja: Maintain GeKongWei's shareholding rating, target price 25.48 yuan.
gtja's research report pointed out that Goke Microelectronics (688728.SH) has the highest global shipment volume of CIS for mobile phones, with products gradually iterating from traditional 2M-8MP to over 30MP, possessing industry-leading process research and development as well as circuit design capabilities. Due to lower-than-expected revenue in the first three quarters and accelerated depreciation, the company has revised down its EPS forecast for 2024-2025 to 0.05/0.17 yuan (previously 0.15/0.27 yuan for 2024-2025) and added an EPS forecast for 2026 of 0.28 yuan. The company's front-facing 32MP product has already achieved mass production shipments, and the market for the subsequent 50MP rear-facing camera will also accelerate its development, considering
Gekewei (688728): 50M CIS is gradually increasing, and the stock-based incentive demonstrates confidence.
Report Overview: The company's Q3 performance was below expectations, with net income growth primarily affected by depreciation and some foreign exchange impacts. The release of stock-based incentive highlights the revenue of the 13 million pixels and above product line as a standard, demonstrating the company's commitment to developing high-end CIS.
Express News | Guo Xiuyun of Goke Micro: single-chip high-pixel products have been introduced to multiple brands.
Ge Ke Wei (688728.SH): plans to launch a restricted stock incentive plan for 10 million shares.
GeLongHui December 3 | Goke Microelectronics (688728.SH) announced the 2024 Restricted Stocks Incentive Plan, intending to grant 10 million restricted stocks to incentive recipients, accounting for approximately 0.38% of the company's total share capital of 2600.586667 million shares as of the date of the announcement of this incentive plan draft. This grant is a one-time grant with no reserved rights.