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Guo Mingji: Apple (AAPL.US) will launch smart home monitoring cameras, with goertek inc. as the exclusive assembly provider.
Analyst Guo Mingchi of TF International Securities stated that apple (AAPL.US) will enter the smart home surveillance camera market for the first time, with production expected in 2026, aiming for an annual shipment volume of tens of millions. Goertek Inc. (002241.SZ) will obtain the new product introduction (NPI) work for this product and be the exclusive assembly manufacturer. He mentioned that Apple expects the new product to integrate wirelessly with other apple hardware products, while also being highly connected with Apple Intelligence and Siri. In addition, Guo Mingchi pointed out that health management functions will become a new selling point for AirPods, Goertek Inc.
Express News | goertek inc. is expected to be the NPI supplier for two new Apple products in 2026, and it is expected that Apple's business will regain growth momentum starting from 2025.
The consumer electronics sector in A-shares continues to strengthen, kunshan kersen science & technology hits the daily limit.
Gelonhui November 12th | Kunshan Kersen Science & Technology hit the daily limit, Goertek Inc., Cosonic Intelligent Technologies, Fujian Furi Electronics, Luxshare Precision Industry, and others followed the rise.
Ping An Securities: Apple (AAPL.US) FY24Q4 revenue steadily increased, iPhone revenue growth restored with the help of the 16 series.
Apple (AAPL.US) achieved stable revenue growth in FY24Q4, with profit declining due to back payment of taxes and fees. Sales of the 16 series surpassed the same period last year, and iPhone revenue resumed growth.
New stock news | It is rumored that goertek inc. (002241.SZ) subsidiary Goertek Microelectronics may go public in Hong Kong as early as next year, with a fundraising of at least about 2.34 billion Hong Kong dollars.
Media cited insiders' reports that goertek inc. (002241.SZ), the manufacturer of AirPods, plans to choose an investment bank for its semiconductor subsidiary goertek microelectronics for listing in Hong Kong.
Express News | Goertek Inc. established a technology development company in Shanghai with a registered capital of 0.1 billion yuan.
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