Goertek responded to rumors such as being kicked out of the fruit chain

Goertek announced that the company recently received a notice from a major overseas customer to suspend the production of one of its smart acoustic complete products. The announcement emphasized that this business change is expected to affect 2022 operating income of no more than RMB 3.3 billion, accounting for about 4.2% of the company's 2021 audited operating income.

Later, Ming-Chi Kuo, a well-known analyst, said today that the product that Goertek has suspended production may be the AirPods Pro 2, either because of production problems rather than demand problems. Ming-Chi Kuo also called it to fill the production gap. At present, Apple's first supplier, Luxshare Precision, has expanded production and has obtained all orders for AirPods Pro 2, becoming the exclusive assembler of AirPods Pro 2.

The relevant person in charge of Goertek Co., Ltd. responded to the production situation of the suspended cooperation products, and the relevant rumors. Regarding the rumors that Goertek shares were "kicked out of the fruit chain" and faced a fine, the person in charge said, "For relevant information, please refer to the company's announcement, but the rumors such as 'kicked out of the fruit chain' are obviously rumors, and the company is only responding to demand. One product of the customer is suspended, and the rest of the projects are cooperating normally. The rumors including the fine of how many billions are all false information. The company is still evaluating the specific losses and will announce them in time.”

At the same time, the person in charge also emphasized the company's response to the incident. "The company will adhere to the strategy of integration, and actively promote the business development of acoustics, optics, microelectronics, and precision structural components and precision components and smart hardware products such as VR / AR, smart wearables, and smart homes. Some new business directions such as automotive electronics and haptics.

The person in charge also said that in addition to the strategic layout of the whole machine, in order to continuously improve the company's long-term competitiveness, Goertek has also increased the layout of key components in the fields of microelectronics and optics. In terms of optical components, Goertek is the main supplier of VR optical products in the world. It has one-stop capabilities for VR/AR optical R&D and manufacturing and can provide customers with a variety of solutions. In addition, the person in charge introduced that Goertek will mass-produce the world's first foldable optical path module in 2019. In 2020, it will take the lead in introducing the world's leading automated nano-imprint production line, and build the first diffractive optical waveguide mass production line in China. An important pole of the component business sector.

Goertek's 2022 semi-annual report shows that the company's current revenue was 43.6 billion yuan, of which the intelligent acoustic complete machine business revenue was 12.338 billion yuan, accounting for 28.3% of the revenue. The company's business with the highest revenue is intelligent Hardware, the current revenue was 24.811 billion yuan, including VR/AR, wearable devices...etc.

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