Recently, Acoustic Technology announced that it will add a production capacity of 150 million smartphone ultra-thin VC heat spreaders by 2026, a move that has drawn widespread attention in the industry. According to project announcements from Changzhou, Acoustic Technology's expansion plan aims to meet the growing market demand, especially in the field of AI device cooling.

With technological advancements, the demand for smartphone cooling continues to rise. As a core cooling supplier for the Apple iPhone 17 Pro series, Acoustic Technology expects its shipment volume to reach 150 million units in 2025, aiming to capture half of the global smartphone VC market. The demand for high-performance AI devices has led to a sharp growth in the heat dissipation product market. Acoustic Technology's sales are expected to exceed 300 million yuan in 2024 and surpass 1.2 billion yuan in 2025, showing strong growth momentum.

Acoustic Technology's product portfolio covers multiple key areas of AI devices, including acoustic components, touch feedback, and optical products. Through technological innovation and lean production, Acoustic Technology is striving to build competitive barriers, making its products widely used across brands such as Xiaomi, Redmi, and OnePlus. With the expansion of production capacity, the company's planned total annual capacity will exceed 300 million units, and it is collaborating with Apple to develop solutions to improve logistics efficiency and promote environmental protection.

Looking ahead, Acoustic Technology's VC heat spreaders will continue to focus on the premium market and may even expand into the mid-range market and other various terminals. At the same time, Acoustic Technology is actively developing cooling solutions in emerging fields such as AR/VR, humanoid robots, and smart cars to address market competition and technological changes.

Acoustic Technology's strategic layout could potentially reshape the AI cooling market and become an industry leader. Through continuous technological innovation and production expansion, Acoustic Technology is steadily moving towards becoming a leading player in AI cooling.