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Investors Will Want Nexchip Semiconductor's (SHSE:688249) Growth In ROCE To Persist
Jinghe Integrated (688249.SH): Currently, the CIS production capacity is at full load, and the order volume far exceeds the production capacity.
On September 3, Jinghe Integration (688249.SH) stated on the interactive platform that in terms of product applications, the company's CIS product application map is steadily expanding. It currently covers various application fields such as mobile phones, security, autos, cameras, machine recognition, and drones, and is gradually moving towards high-end application fields. This marks a new high in the company's independent R&D capabilities for CIS. In terms of production capacity, the current CIS production capacity is at full load, and the order volume far exceeds the production capacity. In the second half of the year, the company will focus on expanding CIS production capacity due to customer demand. It is estimated that the CIS wafer foundry capacity will exceed 0.04 million pieces per month by the end of this year and increase to 2025.
Jinghe Integrated (688249.SH): The development of the 40/28nm platform is progressing smoothly, with strong willingness to cooperate from customers.
On September 3rd, Jinghe Integrated (688249.SH) stated on the interactive platform that the development of the 40/28nm platform is progressing smoothly and there is strong willingness to cooperate with customers. In terms of 40nm OLED driver chips, the company has collaborated with several industry-leading chip design companies, and the products are currently being produced in batches. The 28nm OLED driver chips are expected to be mass produced in the first half of 2025.
Jinghe Integrated (688249.SH): The gross margin performance in the second half of the year is expected to be better than the first half, with a projected increase of 3-6 percentage points in gross margin.
Crystal Integration (688249.SH) stated on the interactive platform on September 3 that in terms of gross margin, due to the company's full capacity, the gross margin performance in the second half of the year will be better than the first half, and the gross margin is expected to increase by 3-6 percentage points. In terms of average selling price (ASP), although the company's capacity is in short supply, the overall industry capacity utilization rate is not fully loaded, and ASP has not been fully adjusted upward. The company has raised the prices of products with poor gross margins to a reasonable level. In the future, as the proportion of 55/40/28nm in the product structure increases, ASP will gradually rise.
Jinghe Integrated (688249.SH): Cumulative repurchase of 2.91% of shares
As of August 31, 2024, Jinghe Integrated (688249.SH) announced that it had repurchased a total of 58,346,800 shares of the company through the Shanghai Stock Exchange trading system through centralized auction trading, accounting for 2.91% of the total share capital of 2,006,135,157 shares. The highest price of the repurchase transaction was 15.31 yuan per share, and the lowest price was 12.97 yuan per share. The total amount paid was RMB 838,656,701.63 (excluding stamp duty, transaction commission, and other transaction costs).
Smartsens, Nexchip Trial Production of 180-Megapixel Camera Image Sensor Product
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