--- title: "AAC Technologies rose over 7%: Expanding into Apple, OpenAI, and Google-related ecosystems, strong growth in AI business" type: "News" locale: "en" url: "https://longbridge.com/en/news/282000017.md" description: "AAC Technologies' stock price rose by more than 7%, with an increase of 6.85% as of the time of publication, trading at HKD 36.20, with a transaction volume of HKD 215 million. The company collaborates with Apple, OpenAI, Google, and others to lay out an AI-related ecosystem, expecting that its automotive acoustics business will account for 13% of revenue by 2026. In addition, AAC Technologies plays an important role in the supply chain for the foldable iPhone and has entered the server liquid cooling market through acquisitions, indicating significant growth potential in the future" datetime: "2026-04-08T08:12:06.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282000017.md) - [en](https://longbridge.com/en/news/282000017.md) - [zh-HK](https://longbridge.com/zh-HK/news/282000017.md) --- # AAC Technologies rose over 7%: Expanding into Apple, OpenAI, and Google-related ecosystems, strong growth in AI business According to the Zhitong Finance APP, AAC Technologies Holdings Inc. (02018) rose over 7%, and as of the time of writing, it is up 6.85%, priced at HKD 36.20, with a transaction volume of HKD 215 million. On the news front, sources revealed that Apple's first foldable phone is expected to be launched later this year during the usual iPhone release period, alleviating concerns about significant production issues. AAC Technologies is a major supplier for Apple, providing products such as speakers, linear motors, MEMS microphones, and thermal management solutions. Additionally, a UBS report indicates that AAC Technologies is collaborating with OpenAI and Apple to develop AI desktop devices, supplying motors and microphones for mini-robot products, which have an average selling price (ASP) and potential product value significantly higher than smartphone-related products. Furthermore, the humanoid robot business has secured partnerships with early clients such as Xiaomi and Linker Robot. UBS predicts that the company's automotive acoustics business is expected to account for 13% of revenue by 2026, becoming a stable growth point for the company. Additionally, it supplies optical waveguide components for multiple AI glasses for Google and Samsung, with this business entering the ramp-up phase of mass production. In terms of thermal management, there is potential to enter the supply chain for foldable iPhones with the iPhone 18 series, and by 2027, it is expected to be introduced into the iPad and MacBook product lines. In the server liquid cooling sector, through the recent acquisition of Yuandi Tech, it is entering the server liquid cooling field to provide cold plates and complete liquid cooling systems for domestic large-scale data center clients. UBS estimates that the global direct cooling liquid cooling market for data centers will have a compound annual growth rate of 51% from 2025 to 2030, indicating a vast industry space. CMB International pointed out that AAC Technologies is in a phase of simultaneous expansion across multiple new growth curves, particularly in automotive audio systems, thermal management modules, AR optical waveguides, XR, and AI terminal hardware, all of which are expected to become significant drivers of the company's performance growth in the next two years. Furthermore, the company is accelerating its layout in high-growth non-mobile sectors through acquisitions of Hebei First Light (in-vehicle PSS), Dispelix (AR waveguide), and Yuandi (AI server liquid cooling), further enhancing medium to long-term growth certainty ### Related Stocks - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [AAPB.US](https://longbridge.com/en/quote/AAPB.US.md) - [AAPD.US](https://longbridge.com/en/quote/AAPD.US.md) - [AAPU.US](https://longbridge.com/en/quote/AAPU.US.md) - [AAPX.US](https://longbridge.com/en/quote/AAPX.US.md) - [AAPY.US](https://longbridge.com/en/quote/AAPY.US.md) - [APLY.US](https://longbridge.com/en/quote/APLY.US.md) ## Related News & Research - [Anthropic Eyes $900 Billion Valuation, Could Overtake OpenAI As Top AI Startup](https://longbridge.com/en/news/284717047.md) - [Google’s Run Faces Tight Risk-Reward as Earnings Loom](https://longbridge.com/en/news/284535773.md) - [This bank CEO let his AI clone handle an earnings call — now he's signing an OpenAI deal](https://longbridge.com/en/news/284210986.md) - [OpenAI is missing revenue targets—and an IPO is suddenly no sure thing](https://longbridge.com/en/news/284397536.md) - [OpenAI Turns to Ads as ChatGPT Plus Users Drop 80%, Targets 122 Million Subscribers](https://longbridge.com/en/news/284576652.md)