GoerTek(002241) 证券日报·2025-03-27 17:09Core Viewpoint - Goer Technology Co., Ltd. has returned to a revenue scale of over 100 billion yuan, achieving significant growth driven by the recovery of the consumer electronics industry and the AI technology wave [1] Group 1: Financial Performance - In the fiscal year 2024, Goer Technology reported a revenue of 100.95 billion yuan, a year-on-year increase of 2.41% [1] - The net profit attributable to shareholders reached 2.665 billion yuan, marking a substantial year-on-year growth of 144.93% [1] Group 2: Strategic Focus - The company continues to adhere to its product strategy of "precision components + intelligent hardware," focusing on serving leading global clients in the technology and consumer electronics sectors [2] - Goer Technology is actively promoting the development of emerging smart hardware businesses, including VR, MR, AR, AI smart glasses, smart wireless earphones, and smart home devices [2] - The company has strengthened its business expansion in automotive electronics, particularly in MEMS sensors and AR HUD modules [2] Group 3: Collaboration with Apple - Goer Technology has been a crucial partner for Apple since 2010, participating in the production of numerous Apple products, including microphones, speakers, and AirPods [2] - The collaboration has not only advanced hardware manufacturing but also established a benchmark in the green supply chain, achieving 100% renewable energy production for Apple products in its Chinese factories [3] Group 4: AI and Market Trends - The rapid development of generative AI technology is bringing new opportunities to the consumer electronics sector, particularly in AR products and AI smart glasses [4] - Goer Technology has strategically positioned itself in the manufacturing of AI smart glasses and related components, including acoustic, optical, and sensor modules [4] - Industry experts suggest that Goer Technology should increase R&D investment and accurately position product directions to seize opportunities in the AI smart glasses market [4][5] Group 5: Future Outlook - Although the hardware technology and application scenarios for AI smart glasses are not yet mature, significant growth is expected in the coming years due to the active investment from leading industry players [5] - The development of generative AI is anticipated to enhance content creation efficiency, providing strong support for the long-term growth of VR/MR products [5]