With the popularity of "Yuan universe", VR industry can play well. The leading goer shares made a net profit of 4.275 billion yuan last year

See metaverse 2022-04-05 01:18:10 阅读数:942

popularity yuan universe vr industry

author : Peng Fei

source : The daily economic news

“ Meta universe ” Under the Big Bang , New industrial opportunities are emerging , In the boom VR industry , Many technology giants have entered the game . As early as 10 Goer shares, which began layout years ago (002241,SZ), No doubt VR/AR The industry has taken the lead .

3 month 29 Friday night , Goethe shares issued 2021 Annual report , According to the announcement , The company's annual operating income 782.21 One hundred million yuan , Year-on-year growth 35.47%, Realize the net profit attributable to the shareholders of the listed company 42.75 One hundred million yuan , Year-on-year growth 50.09%, Earnings per share reached 1.29 element , Year-on-year growth 44.94%, expect 2022 Deduction of non net profit in the first quarter of 8.42 One hundred million yuan ~9.02 One hundred million yuan , Year on year growth 40%-50%.

In the face of 2021 When explaining the development of , Goer shares said , Thanks to the VR Virtual reality 、TWS Smart wireless headset 、 Smart wearable 、 The demand for intelligent hardware products such as intelligent home video game consoles and accessories and related precision parts and components continues to grow , The company's operating income and net profit have also achieved significant growth .

It is worth noting that , Driven by multiple factors ,2021 year VR The industry has achieved rapid growth , In this context , Bytes to beat 、 tencent 、 Alibaba and others have entered the game .

The entry of several technology giants will strongly promote the development of the industry , The development of the industry is expected to enter a high growth period .


Layout VR Decade , The harvest time has come


In more than movies 、 After traditional games and music become the fastest-growing media type ,“ Meta universe ” The heat of the concept , Pushing back the whole VR Industrial Development .

According to the IDC reports , According to the latest global AR/VR The HUD quarterly report shows ,2021 In the world AR/VR The head display market grew year-on-year 92.1%, The shipment volume reaches 1120 Ten thousand units , expect 2022 year AR/VR The shipment volume of head display increased year-on-year 46.9%, to 2026 Double digit growth will be achieved in , The compound annual growth rate is 35.1%, The global AR/VR The shipment volume of head display will exceed 5000 Ten thousand units .

Goethe shares are “ Meta universe ” One of the participating giants . according to the understanding of , The middle and high-end products manufactured by Goethe Co., Ltd VR The shipment volume of head display accounts for the global total 80%. To the outside world , This has become the biggest focus of goer's performance , It is also one of the explosion points in the future .

as everyone knows , As a leading enterprise in China's electroacoustic industry , It is also a leading manufacturer in the field of micro electro acoustic in the world , Goer's three business segments are precision components 、 Intelligent acoustic machine and intelligent hardware .

2018 Years ago , Precision components have always been the main revenue of goer shares ,2018 Years later, , As AirPods supplier , Benefit from the AirPods The continuous improvement of global shipments , Intelligent acoustic machine has become the core of goer's revenue .

and 2021 year , The proportion of goer's three business segments has shifted again , Intelligent hardware has rapidly become a new growth engine of goer shares with a growth rate of more than double .

Goethe shares in 2021 Mentioned in the annual financial report , Thanks to the VR Virtual reality 、TWS Smart wireless headset 、 Smart wearable 、 The demand for intelligent hardware products such as intelligent home video game consoles and accessories and related precision parts and components continues to grow , The company's operating income and net profit have also achieved significant growth .

It is worth noting that , Goethe AG VR The growth of related businesses is not achieved overnight , But the layout in recent ten years has entered the harvest period .

As early as 2012 year , Goer shares began to layout optics and VR field ,2016 In, he entered AR field . Sony, which has won millions of shipments PS VR After order , Goer shares with its profound R & D accumulation and rich mass production experience , One after another Meta、 lenovo 、Pico And other well-known brand manufacturers VR and AR Order . from 2020 Year begins , Of Goethe shares VR Product revenue began to grow significantly , With the increase of whole machine shipment , Goethe combines the long-term accumulation and layout of acoustics / optics / sensor / Solutions for precision components such as structural parts , Its supporting parts and components business is similar to VR/AR The whole machine forms zero integer coordination 、 The development trend of two wheel drive , It also drives the precision components to bring opportunities for further breakthroughs , such as , Customized near ear acoustic module 、 Innovative ultra light materials and so on , At present, it has been applied in products .

In the above context , Goer shares are also constantly adding “ Meta universe ”. In the past two years , Goethe shares issue convertible bonds , It is proposed to raise supporting funds 10 Billion yuan per year 350 Thousands of sets of VR/AR Project and annual output 500 10000 pieces of precision optical lens and module products . last year 3 month , The foundation of goer optical industrial park project , Committed to building the world's leading nano imprint production line .


Industrial giants have entered the game , The sector is expected to continue its rapid growth


In Goethe “ Meta universe ” While participating giants keep adding weight , Many technology giants are also eyeing this cake .

Relevant statistics show ,2021 year 8 month , Byte jump acquires the largest in China VR Equipment manufacturer Pico;2021 year 9 month , Tencent invested VR Game developer Weimo era 、 Yunnan box monster ;2021 year 11 month , Alibaba participated in the investment Sandbox VR.

in fact , With semiconductor chips 、5G Independent communication 、 Micro display 、 sensor 、 Intelligent interaction 、 Battery technology 、 The continuous progress of various new technologies such as cloud computing and edge computing , The functions of emerging intelligent hardware products are more perfect , The application scenarios are also richer , Many emerging intelligent hardware categories with broad development potential have emerged .

Xiangcai Securities Research Report shows that , Driven by multiple factors ,2021 year VR The industry has achieved rapid growth , The industry is expected to enter a high growth period . Goethe shares in 2021 Mentioned in the annual financial report , The rapid development of emerging intelligent hardware products , It also drives the related precision optical devices and modules 、 Precision acoustic components 、MEMS Sensors and microsystem modules 、 Tactile device 、 Growth in demand for products such as precision structural parts , Bring new development opportunities for the company's precision components business .

The global VR The virtual reality industry is 2021 Continue the high-speed development trend in the middle of the year , More well-known manufacturers in the consumer electronics and Internet industries actively invest in VR Virtual reality industry , Promote the continuous progress and development of relevant hardware technology and software content .

Of course , This is inseparable from the support of enterprises . such as , In our country VR The field of hardware supply chain has significant advantages , Goethe shares in ODM Obvious advantages in the field , Exclusive participation Meta、 Sony and Pico etc. VR R & D and manufacturing of products . At the sensor 、 Lens 、 Field of structural members , Many enterprises, including Goethe, also have an advantageous position .

On the choice of strategic path , Goer shares said , The company keeps up with the pace of strategic innovation of world-class customers , Optimize the company's strategic resource allocation , Support strategic product development , Continue to consolidate and deepen the company's customer resource advantages , Translate high-quality customer needs into the company's sustainable development 、 The inexhaustible driving force of rapid development .

( disclaimer : The institutional analysis in this paper is not used as investment suggestions , The content of information disclosure shall be subject to the company's announcement . Investors act accordingly , Own risk .)

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