Ruisheng Technology (02018): Core supplier of Doubao AI mobile phones, cooperating with many large model companies

The Zhitong Finance App learned that on December 2, the stock price of Ruisheng Technology (02018) changed, and the highest increase soared to 7.2%; the stock had already risen 3.4% on the previous trading day.

According to the news, according to industry chain information, Ruisheng Technology is the core supplier of speakers and motors for Doubao AI phones, and the core AI portal for card slot voice interaction and tactile interaction. Doubao mobile is ByteDance's first public experiment in the field of AI hardware. It has visual understanding, image creation, voice interaction, etc., and can complete complex tasks like a human operating phone. Its disruptive system-level AI integration and interaction model innovation has received great attention from the market, or sparked a boom in other brand upgrades.

According to reports, Ruisheng Technology has previously collaborated deeply with many major overseas model giants and smart terminal companies to jointly explore the “AI+ terminal” innovation path. The company is providing key sensing solutions for various next-generation AI phones, wearable devices (such as AI glasses) and new forms of smart hardware, including high-performance speakers, X-axis linear motors, microphones, optical waveguides, and leading cooling systems. On November 18, Ruisheng Technology announced the acquisition of Dispelix, a leading AR diffraction waveguide technology company, to further strengthen the company's strategic expansion in the field of optics and XR.

Furthermore, in October of this year, iPhone shipments in China surged 37% compared to the same period last year, and the market share rose to 25%, the first time since 2022. Ruisheng Technology is the core supplier of solutions such as the iPhone 17Pro series heating plate. On October 16, Apple's COO inspected Ruisheng Technology's thermal plate module factory. Also, according to industry news, benefiting from the increased cooling performance requirements of AI phones, Ruisheng Technology's cooling products are expected to penetrate more categories of products at an accelerated pace. Shipments are expected to reach 150 million units in 2025, and sales revenue is expected to triple this year.