Apple has been introduced into the smart home network camera market, and GoerTek may "take orders": cooperate with Apple to warm up
芊芊551
发表于 2024-11-13 20:38:21
135
0
0
Recently, Apple has been rumored to enter new businesses. Renowned Apple analyst Guo Mingchi stated in a post that Apple expects to officially mass produce smart home network cameras (IP cameras) in 2026. This news has attracted high market attention, and the stock price of GoerTek (002241. SZ), rumored to be the exclusive assembly supplier for the production line, has also risen sharply.
Liu Dayong, a senior analyst at Sigmientell's semiconductor division, told Caixin reporters that once the product matures, it may bring Apple over $2 billion in annual revenue in the future.
Guo Mingchi recently announced that Apple will enter the smart home network camera market for the first time and plans to mass produce it by 2026; And Apple's long-term goal is to increase the annual shipment volume of this product line to over 10 million units. Regarding the authenticity of this news, a Caixin reporter has sent an email to Apple China, but as of press time, no response has been received.
It is not difficult to understand Apple's move into smart home network cameras. At present, the concept of smart home ecosystem is constantly enhancing, and Apple's old rivals such as Xiaomi and Huawei have already established a very complete industrial layout. At the same time, as a human-computer interaction terminal, smartphones form a strong binding with smart home systems and enter the field of smart home network cameras. While expanding the layout of the Internet of Things industry, it can also enhance the competitiveness of its own smartphone products.
In recent years, the demand for global network cameras has steadily increased. According to data from Qunzhi Consulting, approximately 140 million civilian consumer grade network cameras (including smart doorbells and door lock devices) will be shipped in 2023, including around 90 million home network cameras, with a total output value of approximately 3 billion US dollars; The institution also predicts that the compound annual growth rate of demand for home network cameras will be about 7.63% in the next five years.
Liu Dayong told Caixin reporters that Apple has certain advantages in entering the field of smart home network cameras. Firstly, the Apple OS system has a strong degree of closure, which provides more secure protection for user privacy compared to general network camera devices, and is easier to gain the choice and trust of original Apple users. Secondly, Apple has a massive user base and market potential, with approximately 1.46 billion active iPhone users worldwide in 2023. These users have a high likelihood of prioritizing the purchase of Apple network camera devices when choosing home network cameras
Regarding the future market performance of this product, Liu Dayong believes that based on the market coverage of mainstream products such as Apple smartphones and laptops, its network camera devices may ultimately have a market share of about 15% to 20%. After the product matures in the future, it may bring in more than 2 billion US dollars in revenue annually, depending on its final pricing.
On the supplier side, Guo Mingchi stated that GoerTek has obtained NPI (New Product Introduction) and will become the exclusive assembly supplier for the product. Regarding the authenticity of this news, GoerTek did not directly deny it, only stating to a reporter from Caixin News Agency that "relevant project information about the client cannot be disclosed
However, in recent days, or influenced by this news, as of the closing of the afternoon market on November 13th, GoerTek's stock price has risen by about 9.65% this week.
As is well known, since GoerTek Inc. suffered from Apple's "order cuts" at the end of 2022, the company's performance has been significantly affected. In 2023, the company achieved a revenue of 98.574 billion yuan, a year-on-year decline of 6.03%; The net profit attributable to the parent company was 1.088 billion yuan, a year-on-year decrease of 37.80%. At the same time, speculation about the partnership between GoerTek and Apple is also rampant in the market.
For GoerTek, this new order not only brings in new revenue, but also indicates a renewed partnership between the company and Apple. Guo Mingchi stated in his post that the relationship between GoerTek and Apple has normalized since the second half of 2024, as evidenced by the company's acquisition of NPI for two new products from Apple in 2026. Given the low base in 2024, it is expected that GoerTek's Apple business will see significant improvement in 2025, and with the promotion of the NPI of the two new products mentioned above, Apple's business will achieve further growth in 2026.
In addition, companies such as Apple's traditional lens supplier Sunny Optical Technology (02382. HK) and microphone supplier AAC Technologies (02018. HK) may also benefit from this project.
However, there are also difficulties for Apple to enter new fields. Liu Dayong said that the unit price of Apple devices is usually higher than that of similar products on the market, which requires higher consumer power from users; In addition, the current geopolitical uncertainty has led governments and the public to pay more attention to privacy and security. Network camera devices can retrieve users' daily recorded video information through the background, and the public may be concerned about privacy breaches and unwilling to install devices from overseas manufacturers.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Exploring the iPhone 16 Production Line: Precise Manufacturing Behind the Camera Control Keys
- Tesla Robotaxi is about to debut, component manufacturers may directly benefit
- Apple blocks the downgrade path! Stop signing iOS 18.0 system: Upgraded iPhone cannot be downgraded
- Apple's low-end Vision headset revealed to be launched next year: processor and camera shrink
- Processor and camera shrink, Apple's entry-level VR headset for $2000 is expected to be launched next year
- What will happen if Trump wins the election? Da Mo: Tariffs may be implemented first
- Apple may release its first smart home display screen, which could be launched as early as next year
- The third quarter reports of Geely and Jike have been released! What are the reasons for the integration of internal resources or the acquisition of controlling stakes?
- Tech journalist Mark Gulman: Apple is evaluating the possibility of launching Apple branded televisions
- Apple responds to domestic controversy over 'Apple tax': 95% of developer income not taken?
-
11月21日、2024世界インターネット大会烏鎮サミットで、創業者、CEOの周源氏が大会デジタル教育フォーラムとインターネット企業家フォーラムでそれぞれ講演、発言したことを知っている。周源氏によると、デジタル教 ...
- 不正经的工程师
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
【ナスダック中国金龍指数は1%下落した。人気の中概株の多くは下落した】現地時間11月21日、ナスダック中国金龍指数は1%下落し、人気の中概株の多くは下落し、必死に10%超下落し、愛奇芸は7%超下落し、百度は6%近く ...
- 比尔992
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
米東時間の金曜日、米株3大指数は集団で上昇し、終値を締め切ると、ダウは0.97%上昇し、今週は1.96%上昇した。納指は0.16%上昇し、今週は1.73%上昇した。スタンダード500指数は0.35%上昇し、今週は1.68%上昇した。 ...
- leekhy
- 前天 10:41
- 支持
- 反对
- 回复
- 收藏
-
11月21日夜、百度は2024年第3四半期の財務報告書を発表した。財報によると、百度の四半期総売上高は336億元、純利益は76億ドルで、前年同期比14%上昇した。百度コアの売上高は265億元、百度コアに帰属する純利益は7 ...
- 唐庆旺
- 3 天前
- 支持
- 反对
- 回复
- 收藏