Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688728.SS
STRONG SELLREMOVEGalaxyCore Inc. · Technology · China · $5.6B · Avg Vol: $71M/d
GalaxyCore is a semiconductor image sensor designer that lacks advanced packaging nodes, making it vulnerable to industry-wide packaging bottlenecks.
COMPANY DESCRIPTION
GalaxyCore Inc. is a leading fabless-to-fab-lite semiconductor company specializing in CMOS Image Sensors (CIS) and Display Driver ICs (DDIC). The company holds a dominant global market share by shipment volume in the entry-to-mid-range smartphone and IoT camera segments. Its transition toward a fab-lite model with its own 12-inch wafer assembly line strengthens its supply chain resilience and competitive moat.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 878M | 694M | 943M | 1.2B | 9.4% |
| EPS | 0.03 | 0.00 | 0.01 | 0.00 | -51.9% |
| Shares | 2.5B | 2.6B | 2.6B | 2.6B | +4.1% |
| Debt | 1.3B | 1.5B | 1.8B | 2.0B | 17.0% |
| Equity | 1.2B | 1.2B | 1.1B | 1.2B | -0.2% |
| Op CF | 65M | 60M | 142M | 245M | 55.2% |
| Inv CF | -696M | -173M | -252M | -348M | — |
| Fin CF | 631M | 201M | 132M | 132M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688728.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688728.SS | GalaxyCore Inc.(you) | $5.6B | 9 | STRONG SELL |
| 2726.HK | Epiworld International Co., Ltd. | $5.7B | 2 | STRONG SELL |
| 2577.HK | InnoScience (Suzhou) Technology Holding Co., Ltd. | $8.3B | 11 | STRONG SELL |
| 300474.SZ | Changsha Jingjia Microelectronics Co., Ltd. | $4.5B | 18 | STRONG SELL |
| 2676.HK | Suzhou Novosense Microelectronics Co., Ltd. | $4.3B | 19 | STRONG SELL |
| 600877.SS | CETC Chips Technology Inc. | $2.5B | 9 | STRONG SELL |
| 688220.SS | ASR Microelectronics Co., Ltd. | $6.6B | 22 | SELL |
| 688147.SS | Jiangsu Leadmicro Nano-Equipment Technology Ltd | $5.5B | 26 | SELL |
| 688469.SS | United Nova Technology Co.,Ltd. | $10.0B | 15 | STRONG SELL |
| 688047.SS | Loongson Technology Corporation Limited | $8.6B | 19 | STRONG SELL |
Peer medians: ROE 3.9% · P/E 77.2x · Gross margin 25.9%