Industry Revenues:

• Acoustic Components: approx. 40%
• Optoelectronic Products: approx. 30%
• Electromagnetic Drives and Precision Mechanics: approx. 20%
• Others (e.g. MEMS, Sensors): approx. 10%

TOP 3 Markets:

• China: approx. 45%
• USA: approx. 25%
• Europe: approx. 15%

AAC Technologies Holdings Inc. generates the majority of its revenues from the acoustic and optoelectronics industry. These two sectors are crucial for the production of components used in smartphones and other electronic devices.

The Chinese market is the largest for AAC Technologies, attributed to the strong presence and demand for electronic components in the region. The USA and Europe follow, with both markets being significant consumers of AAC's technological solutions, especially in the field of consumer electronics.

Production Sites: China, Vietnam

AAC Technologies Holdings Inc. produces the majority of its products in China, where it operates several manufacturing facilities. These are mainly located in the provinces of Guangdong and Jiangsu. In addition, the company has expanded its production capacities in Vietnam to benefit from the advantages of geographical diversification and lower production costs.

This strategic distribution of production sites enables AAC Technologies to flexibly respond to market changes and minimize supply chain risks.

Revenue Growth: Estimated 10% (2024) Focus on Innovation and Diversification

AAC Technologies Holdings Inc. pursues a strategy that strongly focuses on innovation and diversification to secure future growth. The company continuously invests in research and development to expand its product range in the field of acoustic components, optical products, and MEMS (Micro-Electro-Mechanical Systems).

Another key focus is on diversifying the customer base and geographical expansion, especially in emerging markets. Through strategic partnerships and acquisitions, AAC Technologies aims to strengthen its market presence and integrate new technologies.

Additionally, the company is focusing on optimizing its production processes and cost efficiency to improve margins and remain competitive. These measures are intended to solidify AAC Technologies' position as a leading provider in the electronics components industry.

Main raw materials: Rare earths, aluminum, copper, plastics
Main supplying countries: China, USA, Australia

AAC Technologies Holdings Inc. is a leading provider of micro components and utilizes a variety of raw materials for the production of acoustic components, optical products, and other electronic parts.

Rare earths are crucial for the production of acoustic and optical components. These are mainly imported from China, which is the world's largest producer of these materials. Aluminum and copper, used for casings and electrical wiring, are sourced from both China and Australia. Plastics, needed for various components and casings, often come from the USA and China, as these countries have a strong petrochemical industry.

The dependence on these raw materials and their source countries is typical for the electronics industry, which relies on specialized materials to ensure the quality and performance of its products.

Market share: 20% (estimated, 2025) Research & Development expenses: 8% of revenue (2024) Industry comparison: Average R&D expenses in the industry are at 5% of revenue.

AAC Technologies Holdings Inc. has a significant competitive advantage, reflected in its high estimated market share of 20% in the acoustic components and sensors sector. The company invests above-average in research and development, indicating strong innovation capabilities.

By focusing on technological advancements and diversifying into new product areas, AAC Technologies can strengthen its market position. The competitive advantage is further supported by strategic partnerships and a strong presence in Asian markets.

Institutional Investor Share: approximately 45% (estimated for 2025)

Insider Buys/Sells: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share in AAC Technologies Holdings Inc. is estimated to be around 45%. This indicates a strong interest from institutional investors, suggesting confidence in the company's long-term development.

There were no significant insider transactions in the last quarter, indicating that the management currently does not expect any major changes in the company's valuation. This can be interpreted as a sign of stability or a neutral market outlook.

Market share of AAC Technologies Holdings Inc.: 7% (2025, estimated)

Top competitors and their market shares:

1. GoerTek Inc.: 15%
2. Luxshare Precision Industry Co., Ltd.: 12%
3. Samsung Electro-Mechanics Co., Ltd.: 10%
4. Knowles Corporation: 9%
5. AAC Technologies Holdings Inc.: 7%
6. Murata Manufacturing Co., Ltd.: 6%
7. TDK Corporation: 5%
8. Bose Corporation: 4%
9. Harman International (Samsung): 3%
10. Sony Corporation: 2%

AAC Technologies Holdings Inc. has a significant market share in the acoustic components and microelectronics sector, but its market share is lower compared to major competitors like GoerTek and Luxshare.

AAC Technologies' moat lies in its strong R&D department and the ability to develop innovative products tailored to the needs of the smartphone and electronics industry. However, companies like GoerTek and Luxshare have a stronger moat due to their broader product range and strategic partnerships. These companies benefit from economies of scale and a diversified customer base, giving them a competitive advantage.

Overall, AAC Technologies' moat is less pronounced compared to the leading competitors, indicating the need for a stronger focus on innovation and strategic partnerships to enhance their market position.

Revenue Growth: 8% (2024) Profit Growth: 5% (2024) R&D Expenses: 10% of revenue (2024)

AAC Technologies Holdings Inc. recorded a revenue growth of 8% in 2024, indicating stable demand for their products in the acoustic, optical, and haptic sectors. Profit growth was at 5%, pointing to solid cost control and operational efficiency improvements.

The company continues to heavily invest in research and development, with 10% of revenue allocated to this area. This suggests a strategic focus on developing innovative products and differentiating itself in a competitive market.

In summary, AAC Technologies demonstrates stable financial performance and a commitment to innovation, indicating a potentially positive long-term investment opportunity. However, investors should also consider external factors such as market developments and technological trends before making an investment decision.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Regular payouts in recent years, but with fluctuations.

AAC Technologies Holdings Inc. has distributed dividends in the past, but the amount of payouts has varied depending on the fiscal year. The company's dividend policy is aimed at returning a portion of the profits to shareholders, with the payout ratio depending on the annual financial results.

The reliability of dividend payments can be considered moderate. While AAC Technologies strives to pay dividends, external factors such as market conditions and corporate earnings can influence the amount and regularity of the payouts. Analysts recommend monitoring the company's financial performance and market conditions to better assess its future dividend-paying ability.