Shulou(Shulou.com)11/24 Report--

CTOnews.com November 9 news, yesterday night, Gale shares announced that the company recently received a notice from a major customer abroad, suspending production of one of its intelligent acoustic machine products. It is emphasized in the announcement that this business change is expected to affect the operating income of no more than 3.3 billion yuan in 2022, accounting for about 4.2% of the company's audited operating income in 2021.

After that, Guo Mingyi, a well-known analyst today, said that Gale's suspension of production may be AirPods Pro 2, either because of production problems rather than demand problems. Guo Mingyi is also called to fill the production gap. Apple's first supplier, Lixun Precision, has expanded production and won all orders for AirPods Pro 2, making it the exclusive assembler of AirPods Pro 2.

According to the Securities Times e Company, the relevant person in charge of Gore AG responded to the production of the suspended cooperative products and related rumors. Regarding the rumors that Gale shares were "kicked out of the fruit chain" and faced with fines, the official said, "Please refer to the company announcement for relevant information, but rumors such as' kick out the fruit chain 'are obviously rumors, and the company is only suspending a customer's product in response to demand. the rest of the projects are cooperating normally. Rumors, including hundreds of millions of fines, are all false information, and the company is still assessing specific losses and will announce them in a timely manner."

At the same time, the official also stressed the company's response to the incident. "the company will adhere to the integrated strategy and actively promote the business of precision components of acoustics, optics, microelectronics and precision structural components and smart hardware products such as VR / AR, smart wearable and smart home, as well as some new business directions such as automotive electronics and tactile perception."

The official also said that in addition to the strategic layout on the whole machine, in order to continue to enhance the company's long-term competitiveness, Gore has also increased the layout of key components in microelectronics, optics and other fields. In terms of optical components, Gore is the main global supplier of VR optical products, with VR / AR optical R & D and manufacturing capabilities of one-stop, can provide customers with a variety of solutions. In addition, the person in charge said that in 2019, Gore produced the world's first folded optical path module, and in 2020, it took the lead in introducing the world's leading automated nano-imprint production line and built the first diffractive optical waveguide production line in China. Optics has become an important pole of the zero-component business plate.

IT House learned that according to the 2022 semi-annual report of Goll shares, the company's current revenue was 43.6 billion yuan, of which intelligent acoustics machine business income was 12.338 billion yuan, accounting for 28.3% of the revenue. The company's highest revenue business is smart hardware, with current revenue of 24.811 billion yuan, including VR / AR, wearable devices and so on.

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