格隆汇12月17日丨格科微(688728.SH)公布，公司全资子公司格科微电子（浙江）有限公司近日收到政 府补助款项共计人民币6000.00万元，为与收益相关的政府补助，占公司最近一个会计年度经审计净利 润的32.12%。 ...

Core Viewpoint - The company has significantly increased the shipment of its 32 million and 50 million pixel image sensors, leading to a rise in revenue from high-pixel products and an increased share of mobile CIS business revenue [2] Group 1: Product Performance and Innovation - The company has shipped over 100 million units of its 32 million and 50 million pixel image sensor products this year, with the 50 million pixel products available in various specifications [2] - The 50 million pixel image sensor product, based on the GalaxyCell®2.0 process platform, has achieved significant improvements in pixel performance, dynamic range, and power consumption [2] - The product features a 100% phase detection autofocus (PDAF) density, enhancing autofocus capabilities and improving shooting accuracy and speed [2] Group 2: Market Validation and Future Plans - The receipt of ODM orders from an internationally recognized brand validates the company's innovative high-pixel single-chip integration technology and its market acceptance [3] - The company has successfully achieved mass production of 50 million pixel image sensors in 0.7 micron, 1.0 micron, and 0.61 micron specifications based on single-chip integration technology [3] - Future plans include further iterations of the performance of high-pixel products and the introduction of products exceeding 100 million pixels to enhance core competitiveness and expand market share [3]

Core Viewpoint - The company has achieved significant milestones in the shipment of high-pixel image sensors, with over 100 million units shipped in 2023, indicating market validation of its high-pixel single-chip integration technology and positive implications for future growth [1][3][4]. Product Development and Market Position - The company has received orders from a well-known international ODM for its 0.7-micron 50 million pixel image sensor, which has already seen partial shipments [2][3]. - The 0.7-micron 50 million pixel image sensor features enhancements in pixel performance, dynamic range, and power consumption, achieving 100% phase detection autofocus density, thus improving shooting accuracy and speed [2][3]. - The company plans to further iterate on high-pixel products and introduce sensors with over 100 million pixels to enhance its core competitiveness and market share [3][4][7]. Financial Performance and Market Share - In the first half of 2025, the revenue from products with 13 million pixels and above is expected to exceed 1 billion yuan, accounting for approximately 46% of the mobile CIS product business [4][7]. - The shipment volume of 32 million pixels and above products has surpassed 40 million units, indicating a growing revenue share from high-pixel products [4][7]. Strategic Direction - The company is focusing on expanding its product specifications in non-mobile CMOS image sensors and enhancing its production capacity through collaborations with domestic foundries [5]. - The company is actively developing automotive front-end chips and has initiated testing for its first 3.0μm 1.3 million pixel product, aimed at applications like 360° surround view and rearview systems [5]. - The company is also exploring emerging markets such as AI glasses, with a 5 million pixel CIS already in mass production for related projects [5]. Manufacturing and Technology Advancements - The company has established its own wafer fabrication plant to ensure efficient collaboration between process and design, which is crucial for rapid innovation and product iteration [8][9]. - The factory is currently operating at near full capacity, transitioning production from lower pixel products to higher pixel offerings, thereby increasing the unit value of its products [8]. - The company aims to strengthen its competitive barriers by customizing products to meet the unique demands of flagship smartphones, automotive, and PC markets [8]. Competitive Landscape - The company has developed an innovative technology path that differentiates it from competitors, leveraging its established brand client base to commercialize high-end CIS products effectively [9]. - The transition to a Fab-Lite model enhances the company's R&D efficiency and production capacity, ensuring the feasibility of promoting high-end products [9].

《科创板日报》12月5日讯 今日科创板早报主要内容有：商务部：中国政府依法依规开展稀土相关物项 出口管制；中国贸促会会长任鸿斌率团出席美国半导体行业协会；巴西：TikTok将在巴投建其在拉美地 区首座数据中心。 《科创板日报》主播小K为您播报。 市场动态 商务部：中国政府依法依规开展稀土相关物项出口管制 今天下午，商务部召开例行新闻发布会，新闻发言人就开展稀土相关物项出口管制进行了回应。商务部 新闻发言人何亚东：中国政府依法依规开展稀土相关物项的出口管制工作，据我所知，只要是用于民用 用途的，合规的出口申请，中国政府都及时予以了批准。同时，中国政府积极适用通用许可等便利化措 施，促进两用物项合规贸易，切实维护全球产供链的安全稳定。 中国贸促会会长任鸿斌率团出席美国半导体行业协会及会员企业座谈会 据中国贸易报，12月3日，中国贸促会会长任鸿斌率中国企业家代表团出席美国半导体行业协会及会员 企业座谈会，与美国半导体行业协会总裁兼首席执行官诺伊弗就推动中美半导体领域合作、深化多边领 域合作、维护全球产业链供应链稳定畅通等议题深入交流。美国半导体行业协会全球政策副总裁桑顿， 以及高通公司、格芯公司、安森美半导体公司、 ...

（文/罗叶馨梅）12月4日，格科微（688728.SH）发布公告称，截至公告日，公司3200万及5000万像素图像传感器产品累计出货已超过1亿颗。公司表示，高 像素产品在智能手机等终端市场的渗透率持续提升，出货量稳步放大。当前高像素方案在中高端机型中的采用比例不断提高，带动相关图像传感器需求增 长。 （校对/秋贤） 格科微主要从事CMOS图像传感器芯片的设计与销售，产品广泛应用于智能手机、物联网终端等领域。公司称，高像素产品出货量突破1亿颗，体现出其在 高像素图像传感器领域的规模化供货能力以及Fab-Lite模式的高效性。随着客户机型升级及多摄配置普及，高像素图像传感器在整机影像系统中的重要性持 续增强。 公司表示，将继续在现有技术平台基础上提升高像素产品的成像质量和能效表现，并规划推出1亿像素以上的更高规格产品，以扩大在中高端及旗舰机型中 的市场份额。公司同时提示，终端需求变化、客户项目节奏及竞争格局等因素，仍可能对后续订单执行和出货节奏产生影响，将持续关注下游市场环境并动 态调整产品及客户结构。 据介绍，本次订单产品基于GalaxyCell®2.0工艺平台，在像素性能、动态范围及功耗优化等方面实现显著提升 ...

每经AI快讯，12月4日，格科微(688728.SH)公告称，截至公告发布日，公司3,200万及5,000万像素图像 传感器产品已累计实现出货超1亿颗。公司近日收到国际知名品牌原始设备制造商（ODM）订单，供应 0.7微米规格5,000万像素图像传感器产品，已实现部分出货。该产品基于GalaxyCell®2.0工艺平台，在 像素性能、动态范围及功耗优化方面实现显著提升。公司高像素单芯片集成技术及相关产品得到市场验 证与认可，对公司未来发展产生积极影响。 ...

证券代码：688728 证券简称：格科微 公告编号：2025-042 格科微有限公司 关于高像素图像传感器产品出货情况的自愿性公告 今年以来，公司3,200万及5,000万像素图像传感器出货量持续提升，推动公 司高像素产品收入持续增长，在手机CIS业务营收占比进一步提升。截至公告发 布日，本年度公司3,200万及5,000万像素图像传感器产品已累计实现出货超1亿颗， 其中5,000万像素产品包含0.61微米、0.7微米、1.0微米等多个规格，被广泛应用 于多个品牌客户机型的前后主摄。 同时，公司持续推动单芯片高像素产品在更多品牌客户导入、出货及量产。 近日，公司收到国际知名品牌ODM订单，并已实现部分出货。公司本次供应0.7 1 截至公告发布日，本年度格科微有限公司（以下简称"公司"）3,200万 及5,000万像素图像传感器产品已累计实现出货超1亿颗。 公司高像素产品的持续放量，充分证明公司高像素单芯片集成技术得到 市场验证与认可，对公司未来的发展将产生积极的影响。 公司于近日收到国际知名品牌原始设备制造商（ODM）订单，供应0.7 微米规格5,000万像素图像传感器产品，已实现部分出货。 微米规格5,00 ...

格隆汇12月4日丨格科微(688728.SH)公布，截至公告发布日，本年度公司3,200万及5,000万像素图像传 感器产品已累计实现出货超1亿颗。公司高像素产品的持续放量，充分证明公司高像素单芯片集成技术 得到市场验证与认可，对公司未来的发展将产生积极的影响。公司于近日收到国际知名品牌原始设备制 造商（ODM）订单，供应0.7微米规格5,000万像素图像传感器产品，已实现部分出货。 ...

格隆汇12月4日｜格科微公告，截至公告发布日，本年度格科微有限公司3,200万及5,000万像素图像传感 器产品已累计实现出货超1亿颗。公司于近日收到国际知名品牌原始设备制造商(ODM)订单，供应0.7微 米规格5,000万像素图像传感器产品，已实现部分出货。 ...

格科微公告，截至公告发布日，本年度格科微有限公司3,200万及5,000万像素图像传感器产品已累计实 现出货超1亿颗。公司于近日收到国际知名品牌原始设备制造商（ODM）订单，供应0.7微米规格5,000 万像素图像传感器产品，已实现部分出货。 ...