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Apple Event Anticipation Sparks Optical Lens Rally; GSEO Hits Record High
Electronic Technology · Electronic Components · economic_daily · 2026-09-09
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Ahead of Apple's upcoming product launch, optical lens stocks surged, with GSEO hitting a record high as investors bet on the new foldable iPhone and iPhone 18 series.
What Happened
Market Sentiment: Anticipation surrounding the upcoming Apple product launch has triggered a rally in Taiwan's optical lens sector. Major players including Largan Precision, Young Optics, and GSEO have seen significant gains, with GSEO notably hitting a record high of 1,110 TWD during intraday trading.
Product Outlook: The event is expected to feature the debut of the foldable iPhone Ultra and the iPhone 18 series. Analysts suggest that GSEO is well-positioned to remain a primary supplier for the dual front-facing cameras expected in the new foldable models, with revenue contributions projected to grow significantly by 2027.
Financial Performance: GSEO reported August consolidated revenue of 2.719 billion TWD, marking a 12.26% monthly increase. While VR product shipments have declined, strong demand for smartphone lenses has bolstered overall results, with the company monitoring consumer reception of new products to gauge Q4 performance.
Strategic Initiatives: Beyond its core lens business, GSEO is actively expanding into silicon photonics applications. The company is currently developing key components such as V-groove connectors, MT Ferrules, prisms, and micro-lens arrays to diversify its technological footprint.
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