Gekewei said upstream wafer capacity is tightening and suppliers have raised
prices; the company increased prices on some products in Q3 and expects the
impact to be clearer in Q4 and Q1. Its in-house wafer fab will secure core
product supply and help sustain gross margins. The firm is confident of gaining
brand share in 50MP sensors; its 200MP single-chip product has completed
small‑batch mass production. The first stacked product has won customer approval
and could begin contributing revenue from Q4 into next year. Gekewei remains
neutral‑to‑cautious on the overall handset market next year but is confident in
expanding in handset camera segments—50MP and 200MP main sensors and
telephoto/ultra‑wide secondary modules—and has reached preliminary full‑year
shipment intents with some customers in Q3–Q4.
