IT House November 12 news, Tianfeng International Analyst Guo Mingzheng released news today, saying that Online camera) market, it is planned to mass production in 2026 , and the annual shipments of the target reached tens of millions.
Guo Mingzheng said, Gohr has obtained NPI (New Product IntRoduction), which will become the exclusive assembly of the product supplier.
The news also said that this smart home network camera is planned to be produced in 2026, which aims to seamlessly integrate with other apple hardware products through wireless connections.At present, the shipping volume of global smart home network cameras is 30 to 40 million units per year. The long -term goal of Apple is that the annual delivery of the product line is more than 10 million units.
Guo Mingzhang said that through the huge ecosystem of Apple and the deep integration of and Apple Intelligence and Siri , the user experience of the network camera will be significantly improved.
Guo Mingzhang also broke the news that Health management function will become the key selling point of Apple AirPods headphones , the shipment is expected to rebound from 2024.Goer has obtained 2026 AirPods NPIs.
Following the success of the Apple Watch, AirPods is re -positioning and focusing on health management. The future model will integrate more health management functions.This strategic positioning is expected to promote AirPods shipments from approximately 48 million units in 2023 to 53 to 55 million in 2024, 58 million to 62 million units in 2025, 65 to 68 million units in 2026.Goer will be the main supplier of 2026 AirPods.Goer has obtained NPIs of Apples two new products in 2026, marking the normalization of relations with Apple, and it is expected to resume growth momentum from 2025.After losing a large number of Apple orders due to supply compliance issues, the latest supply chain studies have shown that the relationship between Goer and Apple has been normalized since the second half of this year. In 2026, the two new Apple products have obtained NPI to prove this.In view of the low base in 2024, Goers Apple is expected to have been promoted by the NPI of these two new products, the business will improve significantly in 2025 and further grow in 2026.
