On September 28, at the semi-annual results meeting, Gao Wenbao, director and general manager of Howell Group, said that the increase in storage prices did have a phased impact on the costs and model plans of some consumer electronics customers, and that in the first half of the year, customers adjusted the pace of procurement and preparation accordingly. The mobile CIS business cannot simply be defined as structural contraction. Mobile phone imaging continues to upgrade to bottom, high pixels, high dynamic range, multi-camera, and high-end. He pointed out that the Fabless model has certain supply chain risks when industry supply and demand fluctuate, but at the same time, it has the characteristics of being light on assets and flexible capacity allocation. The company has established long-term strategic partnerships with major fabs and packaging and testing plants to enhance supply guarantee capabilities, and avoid the risk of fluctuations in the single terminal market through the broad layout of markets such as automobiles, professional imaging, machine vision and robotics, and end-side AI. The company will continue to pay attention to changes in storage prices, terminal demand and customer inventory, and enhance operational resilience by optimizing inventory, product structure and application market structure.

On September 28, at the semi-annual results meeting, Gao Wenbao, director and general manager of Howell Group, said that the increase in storage prices did have a phased impact on the costs and model plans of some consumer electronics customers, and that in the first half of the year, customers adjusted the pace of procurement and preparation accordingly. The mobile CIS business cannot simply be defined as structural contraction. Mobile phone imaging continues to upgrade to bottom, high pixels, high dynamic range, multi-camera, and high-end. He pointed out that the Fabless model has certain supply chain risks when industry supply and demand fluctuate, but at the same time, it has the characteristics of being light on assets and flexible capacity allocation. The company has established long-term strategic partnerships with major fabs and packaging and testing plants to enhance supply guarantee capabilities, and avoid the risk of fluctuations in the single terminal market through the broad layout of markets such as automobiles, professional imaging, machine vision and robotics, and end-side AI. The company will continue to pay attention to changes in storage prices, terminal demand and customer inventory, and enhance operational resilience by optimizing inventory, product structure and application market structure.